CC_Agenda_01-21-2026_Item_19 — Calexico City Council, January 21, 2026 (part 2 of 2)

Dept. Name: Department of Developmental Services Utility Service Provider: SCEAddress:

ECM #
Cost After
Incentive
Simple
Payback
DEER
EUL
DEER
Reference
California Small Building Program
Department of Developmental Services Loan Application 1 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 1 DEVELOPMENTAL CENTERS AND ECM DESCRIPTIONS

FAIRVIEW DEVELOPMENTAL CENTER

FACILITY DESCRIPTION
The Fairview Developmental Center is located in a beautiful park-like campus setting at 2501 Harbor Boulevard, Costa Mesa, CA 92626. The Center was built in the late 1950s and consists of mostly oneand two-story buildings, totaling 1,101,359 square feet. The site is owned and operated by the Department of Developmental Services (DDS). The building functions consist mostly of residential, office, education, health care and kitchen. Facilities also include a swimming pool, work activity center, auditorium, park, small animal farm, recreational campsite, and library. This campus is surrounded on three sides by a 36-hole golf course.

The lighting systems in these buildings consist of 11,406 interior fixtures and 379 exterior fixtures.

Interior lighting is made up of 9,073 T12 and 347 T8 fluorescent fixtures, with 1,184 incandescent and 802 compact fluorescent lamps throughout the building. The exterior lighting consists of 177 metal halide and 202 high pressure sodium fixtures. Please refer to the lighting audit in the appendix for more details.

The HVAC system consists of a central power plant that provides steam and chilled water throughout the campus and several multi-zone, single zone and rooftop packaged units that are located at the individual buildings. The multi-zone air handler units (AHUs) that are located in seven buildings within the campus will be addressed in this report. These buildings are; One-story Buildings:

Building #s 26, 27, 28, 29, 30, 31, 32, 33, 34 and 35
Two-story Buildings:

Building #s 21, 22, 23 and 24; 41, 42, 43 and 44
At present, these AHUs provide heating and cooling with constant speed fans and a constant volume of airflow. Please refer to the appendix for more information on the HVAC equipment.

BASELINE DESCRIPTION
The baseline consists of electric service from Southern California Electric and gas service from SoCal Gas. The table below includes a summary of the rate schedules, annual energy use, and costs associated with the utility baseline.

California Small Building Program
Department of Developmental Services Loan Application 2 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

ELECTRIC
Utility Rate Annual Electric
Usage (kWh)
Annual Electric
Cost ($)
Electric Usage
(kWh/sf)
SCE TOU-8-CPP 13,626,278 $ 1,593,721 12.4

NATURAL GAS
Utility Rate Annual Gas Usage
(Therms)
Annual Gas Cost
($)
Gas Usage
(kBTU/sf)
SoCal Gas * 1,035,650 $ 732,230 94.0
* Utility rate is missing in utility data provided by customer Total Annual Costs ($) $2,325,951

ECM DESCRIPTION
The energy conservation measures (ECMs) associated with this site are as follows:

ECM 1 – Lighting Upgrade
The lighting upgrade measure includes 161 fixtures of the following types:
 T12 and T8 fixture replacements with lower wattage T8 lamps and low power ballasts  High pressure sodium exterior lighting fixture replacements with lower wattage lamps  LED exit signs
Please refer to the lighting audit and scope of work in the appendix for more details.

ECM 2 – Boiler Upgrade
This measure consists of adding a Selective Catalytic Reduction (SCR) system to one of the campus’ existing steam boilers. An SCR system will be installed in the flue of one boiler to cause chemical reactions to occur that will reduce the pollution that is emitted from that one boiler. While this measure will reduce pollution, it will not improve the efficiency of the boiler or reduce its energy use.

NOTE: Johnson Controls looked at the feasibility of implementing this measure which would consist of converting the existing constant volume multi-zone units to a variable air volume (VAV) system. At this time this measure does not have adequate funding to be considered. However we have included the eQuest Simulation Model for DDS under Tab 4 should future funding be made available.

California Small Building Program
Department of Developmental Services Loan Application 3 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

Amount Units % ($ per unit) ($) ($) ($) ($) (years) (years) Building Name: Fairview Developmental Center Square Feet: 1,101,359 Lighting - Interior 1,815,251 kWh 13% $0.1226 $222,481 $1,023,672 $272,288 $751,384 3.4 8/11 D59/D60Lighting - Interior 493 kW - 8/11 D59/D60 Lighting - Occupancy Controls 122,808 kWh 1% $0.1226 $15,052 $227,343 $18,421 $208,921 13.9 8/11 D59/D60 Lighting - Exterior 163,928 kWh 1% $0.1226 $20,091 $336,523 $24,589 $311,934 15.5 8/11 D59/D60 Total: 2,101,987 kWh $257,624 $1,587,537 $315,298 $1,272,239 4.9 Project
Cost
Utility
Incentive
Cost After
Incentive
Lighting Energy Conservation Measure Summary
Simple
Payback
DEER

EUL DEER
Reference ECM #
Energy Savings Per Year Energy Unit Annual Cost
California Small Building Program
Department of Developmental Services Loan Application 4 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

PORTERVILLE DEVELOPMENTAL CENTER

FACILITY DESCRIPTION
The Porterville Developmental Center is located on a 600 acre campus setting in the foothills of the majestic Sierra Nevada Mountains at 26501 Ave 140, Porterville, CA 93257. Much of the site was built in the early 1950s and consists of mostly one-story buildings, totaling 1,086,264 square feet. The site is owned and operated by the Department of Developmental Services (DDS). The building functions consist mostly of residential, office, education, health care and kitchen. This campus also includes an auditorium, gymnasium, athletic field, swimming pool complex, religious center, education complex, professional library, two cafes, crafts store, fashion center, police station, fire station, hospital, maintenance shops, and has its own water supply and power plant.

The lighting systems in these buildings consist of 10,734 interior fixtures and 1,228 exterior fixtures. Interior lighting is made up of 7,928 T8 and 693 T12 fluorescent fixtures, with 1,039 incandescent and 1,074 compact fluorescent lamps throughout the building. The exterior lighting consists of 226 metal halide and 1,002 high pressure sodium fixtures.

Please refer to the lighting audit in the appendix for more details.

The HVAC system consists of a central power plant that provides steam and chilled water throughout most of the campus and several multi-zone, single zone and packaged units that are located at the individual buildings. The multi-zone (MZ) air handler units (AHUs) that are located in 34 residential buildings within the campus will be addressed in this report. Also, the packaged (“Bard”) units located on modular buildings will be addressed.

At present, the MZ AHUs provide heating and cooling with constant speed fans and a constant volume of airflow. Many of the Bard units are at or past the end of their expected life. Please refer to the appendix for more information on the HVAC equipment.

BASELINE DESCRIPTION
The baseline consists of electric service from Southern California Edison and gas service from SoCal Gas. The table below includes a summary of the rate schedules, annual energy use, and costs associated with the utility baseline.

ELECTRIC
Utility Rate Annual Electric
Usage (kWh)
Annual Electric
Cost ($)
Electric Usage
(kWh/sf)
SCE TOU-8-CPP 14,005,312 $ 1,699,524 12.9

California Small Building Program
Department of Developmental Services Loan Application 5 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

NATURAL GAS
Utility Rate Annual Gas Usage
(Therms)
Annual Gas Cost
($)
Gas Usage
(kBTU/sf)
SoCal Gas * 1,020,503 $ 741,714 94.0
* Utility rate is missing in utility data provided by customer Total Annual Costs ($) $2,325,951

ECM DESCRIPTION
The energy conservation measures (ECMs) associated with this site are as follows:

ECM 3 – HVAC – VAV Conversion
This measure consists of converting the existing constant volume multi-zone units to a variable air volume (VAV) system. The conversion consists of installing a VAV conversion at the supply air outlet section of the unit, which includes installing a new volume control damper and controls, upgrading the existing tempering damper actuator for each zone and installing a variable frequency drive (VFD) to control the supply fan. This measure will reduce costs by reducing fan power, and subsequently cooling and heating energy use. It will also provide improved temperature control in each zone.

The VAV ECM was modeled as a constant volume system in the baseline model and a variable air volume system in the proposed model. The minimum air flow ratio was assumed as 30% for the proposed case.

This table shows the building assumptions used for the baseline eQUEST model.

Residential Building Information Assumptions
California Small Building Program
Department of Developmental Services Loan Application 6 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

The following table compares the baseline model parameters to the parameters used in the various ECMs.

Residential Building Baseline and Implemented ECMs
ECM 4 – Boiler Upgrade
This measure consists of adding a Selective Catalytic Reduction (SCR) system to one of the campus’ existing steam boilers. An SCR system will be installed in the flue of one boiler to cause chemical reactions to occur that will reduce the pollution that is emitted from that one boiler. While this measure will reduce pollution, it will not improve the efficiency of the boiler or reduce its energy use.

California Small Building Program
Department of Developmental Services Loan Application 7 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

SONOMA DEVELOPMENTAL CENTER

FACILITY DESCRIPTION
The Sonoma Developmental Center is located in a campus setting at 15000 Arnold Drive, Glen Ellen, CA 95442. It was built over the past one hundred years, with many of the buildings built in the late 1940s and into the 1950s. The buildings consist of mostly one- and two-story buildings, totaling 1,213,519 square feet. The site is owned and operated by the Department of Developmental Services (DDS). The building functions consist mostly of residential, office, education, health care and kitchen spaces.

The lighting systems in these buildings consist of 9,853 interior fixtures. These are made up of 8,272 T12 and 348 T8 fluorescent fixtures, with 875 incandescent and 343 compact fluorescent lamps throughout the building. There are also 15 metal halide fixtures. Please refer to the lighting audit in the appendix for more details.

The HVAC system consists of a central power plant that provides steam and chilled water throughout the campus. Some of the older buildings use radiators for heating, while other buildings have multizone, dual duct, single zone, reheat and rooftop packaged units that are located at the individual buildings. The multi-zone and dual duct air handler units (AHUs) that are located in six of the campus’ buildings were reviewed for conversion to variable air volume and one, the Porter Administration Building units, was found to have a payback greater than 20 years and therefore not recommended for conversion. The other five buildings are; Nelson Building and the Emparan, Johnson, Ordhal and Regamay Buildings. Retrofitting of these AHUs is described below.

BASELINE DESCRIPTION
The baseline consists of electric and gas service from Pacific Gas and Electric Company. The table below includes a summary of the rate schedules, annual energy use, and costs associated with the utility baseline.

ELECTRIC
Utility Rate Annual Electric
Usage (kWh)
Annual Electric
Cost ($)
Electric Usage
(kWh/sf)
PG&E E-20P 13,961,123 $ 1,716,328 11.5

NATURAL GAS
Utility Rate Annual Gas Usage
(Therms)
Annual Gas Cost
($)
Gas Usage
(kBTU/sf)
PG&E * 1,944,360 $ 1,361,052 160.2
* Utility rate is missing in utility data provided by customer Total Annual Costs ($) $3,077,380
California Small Building Program
Department of Developmental Services Loan Application 8 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

ECM DESCRIPTION
The energy conservation measures (ECMs) associated with this site are as follows:

ECM 5 – Lighting Upgrade
The lighting upgrade measure includes upgrading or replacing lighting fixtures of the following types:
 Upgrade T12 and T8 fluorescent fixtures with lower wattage T8 lamps and low power factor electronic ballasts
 Install T5 fluorescent lighting in high bay locations  Install compact fluorescent lamps
 Install Induction lighting fixtures
 Install Occupancy Sensor lighting controls
 Install LED exit signs
Refer to the lighting audit and scope of work in the appendix for more details.

ECM 6 – HVAC – VAV Conversion – Nelson Building
ECM 7 – HVAC – VAV Conversion – Emparan/ Johnson/ Ordahl and Regamay Buildings These measures consist of converting the existing constant volume multi-zone units to a variable air volume (VAV) system. The conversion consists of installing a VAV conversion at the supply air outlet section of the unit, which includes installing a new volume control damper and controls, upgrading the existing tempering damper actuator for each zone and installing a variable frequency drive (VFD) to control the supply fan. These measures will reduce costs by reducing fan power, and subsequently cooling and heating energy use. It will also provide improved temperature control in each zone.

The VAV ECM was modeled as a constant volume system in the baseline model and a variable air volume system in the proposed model. The minimum air flow ratio was assumed as 50% for the proposed case.

This following tables show the building assumptions used for the baseline eQUEST model.

Nelson Building Information Assumptions
Emparan/ Johnson/ Ordahl and Regamay Buildings Information Assumptions Building Window Type
Window to Wall
Ratio
Roof
Insulation Wall Insulation
Average
Lighting
Power
Density
Average
Equipment
Power
Density
one-story residential Standard 35% R-30 R-19 1.2 0.8
Building Building Area
(sqft)
Roof
Insulation
Wall
Insulation
Number of
People
Average Lighting
Power Density
(W/sqft)
Average Equipment
Power Density
(W/sqft)
Johnson-Ordahl 48,715 R-19 R-11 245 1.2 0.5
California Small Building Program
Department of Developmental Services Loan Application 9 © 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

The following tables compare the baseline model parameters to the parameters used in the various ECMs.

Nelson Building Baseline and Implemented ECMs
Emparan/ Johnson/ Ordahl and Regamay Buildings Baseline and Implemented ECMs ECM 8 – Boiler Upgrade
This measure consists of adding a Selective Catalytic Reduction (SCR) system to one of the campus’ existing steam boilers. An SCR system will be installed in the flue of one boiler to cause chemical reactions to occur that will reduce the pollution that is emitted from that one boiler. While this measure will reduce pollution, it will not improve the efficiency of the boiler or reduce its energy use.

ECM Equipment Item Baseline ECM
ECM 1 - Lighting Lighting Density W/ft2 1.2 0.72
Cooling fan
control
Fan EIR
FPLR Variable speed
Heating fan
control
Fan EIR
FPLR Variable speed
Cooling fan EIR
Airfoil w/
discharge
damper
Fan-Pwr-FplrW/VFD
Heating fan EIR
Airfoil w/
discharge
damper
Fan-Pwr-FplrW/VFD
Fan cooling
/heating
minimum flow
ratio

1.0 0.5
Thermal zone
Box
cooling/heating
min flow ratio

1.0 0.5
HVAC system
ECM 2 -CAV to VAV
ECM Equipment Item Baseline ECM
Interior LPD Decrease Lighting LPD 1.2 0.72
AHU Supply Air
Fan Curve
ForCurve with Discharge
Dampers fPLR
Fan Power fPLR
with VFD
Terminal Boxes Minimum
Flow Ratio 1.0 0.5
Convert CAV to VAV
California Small Building Program
Department of Developmental Services Loan Application 10© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

Amount Units % ($ per unit) ($) ($) ($) ($) (years) (years) Building Name: Sonoma Developmental Center Square Feet: 1,213,519 Lighting - Interior 800,546 kWh 5.7% $0.1870 $149,668 $1,178,040 $120,082 $1,057,958 7.1 8/11 D59/D60Lighting - Interior 387 kW - 8/11 D59/D60 Lighting - Occupancy Controls 64,516 kWh 0.5% $0.1870 $12,062 $99,851 $9,677 $90,174 7.5 8/11 D59/D60 Lighting - Exterior 727 kWh 0.0% $0.1870 $136 $274 $109 $164 1.2 8/11 D59/D60 Total: 865,790 kWh $161,865 $1,278,165 $129,868 $1,148,296 7.1 Cost After
Incentive
Simple
Payback
DEER

EUL DEER
Reference
Lighting Energy Conservation Measure Summary
ECM #
Energy Savings Per Year Energy Unit Annual Cost Project Cost Utility Incentive California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 2 MEASUREMENT AND VERIFICATION
Detailed Description of Measurement & Verification Activities and Deliverables
Measurement & Verification Overview
The Measurement & Verification (M&V) plan for the Department of Developmental Services (DDS) project will utilize options based around retrofit isolation. This method will look at the component or equipment affected by the Energy Conservation Measure (ECM) independent of the rest of the facility.

IPMVP Option A protocols, FEMP M&V Option A protocols, and ASHRAE guidelines will be followed for this project. Since this project requires following all three protocols, at least one variable from each measure needs to measured and verified. The measures planned for an Option A approach will include measurements and a visual inspection of a sampling of the affected equipment. The table below lists the planned M&V option for each of the measures included in this project.

ECM # ECM Description M&V Option
1 Lighting Upgrades (includes occupancy sensors) A
2 HVAC Replacement Equipment or Conversions with controls A 3 Boiler SCR No Meas.

In general, the level of verification will vary by ECM due to the wide disparity in expected energy savings from each measure. Measures that have higher dollar energy savings, or include more complex and variable components, warrant a more rigorous M&V approach, and will be monitored more frequently or over a longer period of time. Measures that feature smaller energy savings, or more stable and predictable components, will be measured only once or for a short term. Savings from measures such as lighting have a very high savings certainty. The purpose of this approach is to provide a cost effective M&V plan where cost is commensurate with savings. For this project the savings will be monitored and verified for one year.

The following table represents the three DDS sites for which the ECMs will take place. There are three basic measures that may occur at each site. The basic ECMs are lighting retrofit with occupancy sensor controls where applicable, HVAC replacement or modification with controls, and boiler Selective Catalytic Reduction (SCR). The table below presents each site with the ECM measure that will be performed at that site indicated by an “X.” Lighting retrofit in general replaces existing T8s and T12s with current T8 technology. Occupancy sensors will be installed in appropriate areas. HVAC modifications will involve converting a multizone system to a VAV system. Metasys controls installed where appropriate and required.

California Small Building Program
Department of Developmental Services Loan Application© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

Department of Developmental Services Energy Conservation Measures Site
Square
Footage Lighting
HVAC -
Replace
Eqpt.

HVAC -
VAV Irrigation Boiler SCR
Fairview Developmental Center, 2501 Harbor Boulevard, Costa Mesa, CA 92626 1,101,359 X X Porterville Developmental Center, 26501 Ave 140, Porterville, CA 93257 1,086,264 X X Sonoma Developmental Center, 15000 Arnold Drive, Glen Ellen, CA 95442 1,213,519 X X X California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

The M&V plan for all measures are listed below with a description of the planned M&V activities. All sites that have a particular measure described in the above table will follow the plan described hereafter. When developing a sampling plan it is important to keep in mind that all buildings are considered a homogeneous population with similar operating characteristics. Additional groupings will take either similar equipment type (HVAC equipment) or usage type (operating schedules for lighting) into consideration.

ECM 1 - Lighting
The M&V strategy on the lighting measure is based upon the verification of the key variables used to calculate the energy savings. The key variables on a lighting project are the wattage of the existing and retrofit equipment, the operating hours of the equipment, and the quantity of lighting fixtures. The pre and post wattage values have been established initially by the use of standard wattage tables provided by Pacific Gas & Electric (PG&E) Company and/or manufacturer’s data. Pre and post measurements of fixtures are not planned. Instead the hours of operation will be monitored during the performance period, through parts of the Year 1 reporting period. Sampling will include areas affected by occupancy sensors.

The following M&V activities are planned for the Lighting ECM.  The as-built lighting quantity and fixture types (provided by the lighting contractor) will be compared to the proposed lighting quantity and fixture types listed in the savings calculation spreadsheets.

Corrections will be made to the original ECM spreadsheet calculations if it is determined that the overall deviation of the fixture quantities or lighting wattages constitute a greater than 5% difference (plus or minus) for the entire lighting scope. If updates to the calculation spreadsheets are made they will be provided to the owner in the year one M&V report. The revised energy savings will also be presented.
 A spot inspection of the lighting retrofit installation will be made for the purpose of verifying the installation is complete, the correct equipment has been installed, and savings are being generated.  Sample operating hours will be measured for portions of year one throughout the installation and performance phase. Operating hours will be categorized by general office, private office, common areas, support rooms, and areas with occupancy sensors. If the hour measurements vary more than 5% (plus or minus) from the estimated operating hours used in the savings calculations the savings will be revised using the sampled operating schedules and will be reported in the annual M&V report.
 No kW measurements will be taken on any fixture.
 After installing the efficient lighting systems identified in the scope of work, the internal load to the building is reduced by the amount of load contributed by the difference of the old lighting system and new lighting system. This amount no longer needs to be cooled or air conditioned. This amount is currently benefiting the agency and is not included in the original calculated lighting savings.

During the M&V process Johnson Controls will reserve the right to claim such savings should the effort to calculate the savings be pursued. When this amount is calculated it will be included in the M&V report as savings achieved.

ECM 2 – HVAC Replacement Equipment or HVAC VAV Conversion and Updated Controls Included components:
 Existing Multi-zone units converted to VAV units where applicable California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.  Metasys controls where applicable
According to FEMP guidelines to reduce the risk and increase the certainty of savings, good engineering practice shall be used. For this measure Johnson Controls will use an industry accepted simulation program, eQuest. Inputs into the simulation program are defined using actual data of building construction, load conditions (i.e. weather, people, and internal loads), equipment, and operation. Using actual conditions will accurately define the load of heating or cooling required by the HVAC equipment. Once load conditions are established, the manufacturer’s load curves or similar modeling defaults of in kind equipment will determine the energy required to heat or cool the building.

This information was gathered during the audit. The savings are also based on mechanical equipment that must be maintained and operated properly to ensure the savings will be produced as planned. For controls, Metasys controls where applicable, will be installed on the equipment.

The following M&V activities are planned for the HVAC ECM.  During the installation period the details will be discussed with the Project Manager and installing contractor so each strategy is well understood and any necessary pre-measurements can be taken when necessary or trending can be implemented. Similar discussion will also be held with contractors installing new equipment so pre and post measurements can be taken when necessary.  After installation, the Performance Assurance Engineer (PAE) will review commissioning documents and verify equipment on a sample of buildings for proper installation and set up. If a strategy is not operating as designed they will work with the Project Manager and the appropriate contractor to see corrective actions are taken to resolve the issue.  The key operating parameters for the VAV conversion are the improved efficiency of the cooling and the overall cooling delivered to the zones. For this measure, the VFD will be tracked and air flow will be calculated. A onetime spot measurement of full load air volume (cfm) reading will be taken on a sample of units. The VFD will be tracked with load (outside air temperature) to develop a supply fan load curve that will be compared to.
 The remaining variables in the original savings calculation will remain constant and there will be no adjustment for changes to operating hours, set-points or weather. Changes to operating hours or set-points are at the discretion of the agency, and will impact energy savings, however because those changes are not under the control of Johnson Controls the possible changes to savings can’t be attributed to Johnson Controls.
 During the installation period the control strategies and the implementation of those strategies will be discussed in detail with the Project Manager and the controls contractor so each strategy is well understood and any necessary pre-measurements can be taken or trending can be implemented.

During the installation the Metasys trend data (where applicable) and trend loggers will be inspected for proper setup. Commissioning documents will be reviewed.

ECM 3 – Boiler SCR Installation

The boilers at each of the three facilities are aging and out of air quality compliance. There is an immediate need to correct discharge gases by installing Selective Catalytic Reduction (SCR) systems on the boiler systems. This installation does not yield savings. Because there are no savings this measure will not be measured.

California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

Reports and Site Visits
An annual M&V report will be generated and presented to the customer within 60 days of the end of Year 1 of the performance period only. This report will include an annual summary of energy savings and will include performance documentation on Option A measures in the year one report.

Measurements as described above will take place over the course of the first year. After the first year, the savings from the Option A measures will be agreed upon and the M&V activities will be limited to adjusting the utility rates to revise the annual energy savings (if applicable). The savings from the activities for the first year of M&V activity will be carried forward as fixed values for subsequent years to meet the simple payback period.

CUSTOMER: JOHNSON CONTROLS, INC.

Initials: Initials:

California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 3 INVESTOR OWNED UTILITY/MUNICIPAL UTILITY INCENTIVES California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 4 FAIRVIEW

EQUEST REPORT
At

FAIRVIEW DEVELOPMENTAL CENTER
UNIT 21-24
Prepared for:

JOHNSON CONTROLS
Submitted on:

JULY 16, 2010
Prepared by:
10 Corporate Park, Suite 120
Irvine, CA 92606
Ph: (949) 851-2100
www.enernoc.com
FAIRVIEW UNIT 21-24 EQUEST REPORT

Table of Contents

1. eQUEST Modeling Methodology and Baseline Data Collection .................................................... 2

2. Proposed Energy Conservation Measures ........................................................................................ 4 FAIRVIEW UNIT 21-24 EQUEST REPORT
2 1. eQUEST Modeling Methodology and Baseline Data Collection Cogent Energy used eQUEST to construct an energy model of the Fairview Building 21-24. The eQUEST software is a graphical user interface to the DOE 2.2 whole building energy analysis tool. eQUEST consists of a building creation wizard, an energy efficiency measure wizard, and a graphical reporting feature with a simulation engine derived from the latest version of DOE-2.2.

Johnson Controls provided mechanical drawings, HVAC equipment nameplate data, a lighting survey and field data for this building. Cogent Energy performed an energy analysis by constructing a basic model of the building in eQUEST. Google Earth and pictures of the building were used to develop the shells of the buildings, which include details on the building construction, size, insulation, and window sizes and types. The building occupancy schedules were input based on the site survey information. Lighting values were taken from site lighting surveys and the SPC fixture tables. The HVAC equipment capacities and efficiencies were input based on the field note data and the equipment model numbers.

The zoning for this building was set up using the field data and the assumption of one air handler per floor per wing as indicated on the site survey forms, for a total of 4 air handlers. Zoning for the air handlers used default eQuest perimeter-core zoning ,which resulted in between 13 and 15 zones per air handler.

Figure 1 below is a screen capture from the eQUEST model that shows the 3-dimensional geometry from the front entrance.

Figure 1: 3-D footprint of Fairview Building 21-24

FAIRVIEW UNIT 21-24 EQUEST REPORT
3 Figures 2 and 3 below are predicted electricity and natural gas usage by the eQUEST model on a monthly interval.
0 1,000
2,000
3,000
4,000
5,000
6,000
1 2 3 4 5 6 7 8 9 10 11 12
kWh/Day/Month
Month
Actual vs DOE-2 Predicted Electric ENERGY (kWh)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 2: Monthly electricity usage predicted by the eQUEST model

0.0 5.0

10.0 15.0

20.0 25.0

30.0 35.0

40.0 45.0

50.0 1 2 3 4 5 6 7 8 9 10 11 12
Therms/Day/Month
Month
Actual vs DOE-2 Predicted Natural Gas ENERGY (Therms)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 3: Monthly therm usage predicted by the eQUEST model FAIRVIEW UNIT 21-24 EQUEST REPORT
4 2. Proposed Energy Conservation Measures
A couple of energy efficiency measures have been applied to the Fairview Building 21-24 model. Cogent Energy set up the Energy Conservation Measures (ECMs) as ‘parametric’ runs in the eQUEST model.

Parametric runs provide ‘cascaded’ energy calculations, i.e. the baseline energy model for any given measure is the post-implementation energy model for the previous measure.

Two measures were applied to the eQUEST model to determine the potential energy savings. These measures were the following:

1.) Lighting Retrofit

2.) Conversion of the four dual-duct Multi-zone AHUs to VAV with zone reset.

The lighting retrofits were modeled by changing the lighting power density based on the information provided by the lighting survey and lighting proposal.

The conversion of AHUs to multi-zone VAV with warmest zone cold deck reset was modeled by changing the fan speed minimum to 35% and changing the cold deck control scheme to “Warmest” from fixed.

The modeled energy consumption is shown in Table 1. Modeled energy savings can be found in Table 2.

Table 1: Modeled Energy Consumption
Model Run
Annual
Electric
Energy
Consumption
(kWh)
Annual
Peak
Demand
Sum (kW)
Annual Gas
Energy
Consumption
(Therms)
Annual
Electric
Energy
Costs ($)
Annual
Electric
Demand
Costs ($)
Annual
Total
Electric
Costs ($)
Annual
Total Gas
Costs ($)
Annual
Total
Utility
Costs ($)
Baseline 1,630,520 234 13,590 $276,133 $0 $276,310 $8,303 $284,613 Lighting Retrofit 1,428,323 210 14,960 $242,120 $0 $242,297 $9,081 $251,378 Convert AHUs to VAV 1,050,170 182 14,010 $179,009 $0 $179,188 $8,540 $187,728 Table 2: Modeled Energy Savings
Model Run
Annual
Electric
Energy
Savings
(kWh)
Annual
Peak
Demand
Savings
(kW)
Annual Gas
Energy
Savings
(Therms)
Annual
Electric
Energy
Cost
Savings($)
Annual
Electric
Demand
Cost
Savings($)
Annual
Total
Electric
Cost
Savings($)
Annual
Total Gas
Cost
Savings($)
Annual
Total
Utility
Cost
Savings($)
Lighting Retrofit 202,197 24 -1,370 $34,013 $0 $34,013 -$778 $33,235 Convert AHUs to VAV 378,153 28 950 $63,111 $0 $63,109 $541 $63,650 Total 580,350 52 -420 $97,124 $0 $97,122 -$237 $96,885

FAIRVIEW UNIT 21-24 EQUEST REPORT
5 Table 43 through Table 5 show the operating assumptions used for the baseline eQUEST model.

Table 3: Fairview Building 21-24 Airside Systems Assumptions Serve Location Type
Discharge
Temperature
(°F)
Airflow
Control
Outside
air
Design
Flow
(CFM)
Design
TSP
(" w.c.)
Design
Total Fan
Efficiency
Design
Cooling
Capacity
(kBtu/hr)
Design
Heating
Capacity
(kBtu/hr)
Operating
Hours
Building 21 Dual Duct AHU 55 Constant 20% 17,635 3.50 0.47 552 156 24/7 Building 22 Dual Duct AHU 55 Constant 20% 18,300 3.50 0.47 552 156 24/7 Building 23 Dual Duct AHU 55 Constant 20% 18,300 3.50 0.47 552 156 24/7 Building 24 Dual Duct AHU 55 Constant 20% 18,300 3.50 0.47 552 156 24/7 Table 4: Fairview Building 21-24 Building Information Assumptions Building Window Type
Window to Wall
Ratio Occupancy
Wall
Insulation
Average
Lighting
Power
Density
(W/sq.ft.)
Average
Equipment
Power
Density
(W/sq.ft.)
Dormitory Single Pane w. Film 30% 508 None 1.10 1.00
The following table compares the baseline model parameters to the parameters used in the ECMs.

Table 5: Baseline and Implemented ECMs
ECM Equipment Item Baseline ECM
ECM 1 - Lighting Retrofit Lighting Density (W/sq.ft.) 1.1 0.53 Minimum Fan speed 100% 35%
SAT Control Fixed Warmest Zone ECM 2 - VAV operation of AHUs AHU-1-4

EQUEST REPORT
At

FAIRVIEW DEVELOPMENTAL CENTER
UNIT 26-27
Prepared for:

JOHNSON CONTROLS
Submitted on:

JULY 16, 2010
Prepared by:
10 Corporate Park, Suite 120
Irvine, CA 92606
Ph: (949) 851-2100
www.enernoc.com
FAIRVIEW UNIT 26-27 EQUEST REPORT

Table of Contents

1. eQUEST Modeling Methodology and Baseline Data Collection .................................................... 2

2. Proposed Energy Conservation Measures ........................................................................................ 4 FAIRVIEW UNIT 26-27 EQUEST REPORT
2 1. eQUEST Modeling Methodology and Baseline Data Collection Cogent Energy used eQUEST to construct an energy model of the Fairview Building 26-27. The eQUEST software is a graphical user interface to the DOE 2.2 whole building energy analysis tool. eQUEST consists of a building creation wizard, an energy efficiency measure wizard, and a graphical reporting feature with a simulation engine derived from the latest version of DOE-2.2.

The zoning for this building was set up using the field data and the assumption of one air handler per wing as indicated on the site survey forms. Zoning for the air handler used default eQuest perimeter-core zoning which resulted in 15 zones per air handler.

Figure 1 below is a screen capture from the eQUEST model that shows the 3-dimensional geometry from the front entrance.

Figure 1: 3-D footprint of Fairview Building 26-27

FAIRVIEW UNIT 26-27 EQUEST REPORT
3 Figures 2 and 3 below are predicted electricity and natural gas usage by the eQUEST model on a monthly interval.
0 500
1,000
1,500
2,000
2,500
3,000
1 2 3 4 5 6 7 8 9 10 11 12
kWh/Day/Month
Month
Actual vs DOE-2 Predicted Electric ENERGY (kWh)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 2: Monthly electricity usage predicted by the eQUEST model

0.0 5.0

10.0 15.0

20.0 25.0
1 2 3 4 5 6 7 8 9 10 11 12
Therms/Day/Month
Month
Actual vs DOE-2 Predicted Natural Gas ENERGY (Therms)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 3: Monthly therm usage predicted by the eQUEST model FAIRVIEW UNIT 26-27 EQUEST REPORT
4 2. Proposed Energy Conservation Measures
A couple of energy efficiency measures have been applied to the Fairview Building 26-27 model. Cogent Energy set up the Energy Conservation Measures (ECMs) as ‘parametric’ runs in the eQUEST model.

Parametric runs provide ‘cascaded’ energy calculations, i.e. the baseline energy model for any given measure is the post-implementation energy model for the previous measure.

Two measures were applied to the eQUEST model to determine the potential energy savings. These measures were the following:

1.) Lighting Retrofit

2.) Conversion of the two dual-duct Multi-zone AHUs to VAV with zone reset.

The lighting retrofits were modeled by changing the lighting power density based on the information provided by the lighting survey and lighting proposal.

The conversion of AHUs to multi-zone VAV with warmest zone cold deck reset was modeled by changing the fan speed minimum to 35% and changing the cold deck control scheme to “Warmest” from fixed.

The modeled energy consumption is shown in Table 1. Modeled energy savings can be found in Table 2.

Table 1: Modeled Energy Consumption
Model Run
Annual
Electric
Energy
Consumption
(kWh)
Annual
Peak
Demand
(kW)
Annual Gas
Energy
Consumption
(Therms)
Annual
Electric
Energy
Costs ($)
Annual
Electric
Demand
Costs ($)
Annual
Total
Electric
Costs ($)
Annual
Total Gas
Costs ($)
Annual
Total
Utility
Costs ($)
Baseline 886,987 135 6,860 $150,232 $0 $150,407 $4,420 $154,827 Lighting Power Density 782,178 121 7,390 $132,599 $0 $132,772 $4,729 $137,501 Convert DD to VAV 597,692 111 7,150 $101,854 $0 $102,031 $4,594 $106,625 Table 2: Modeled Energy Savings
Model Run
Annual
Electric
Energy
Savings
(kWh)
Annual
Peak
Demand
Savings
(kW)
Annual Gas
Energy
Savings
(Therms)
Annual
Electric
Energy
Cost
Savings($)
Annual
Electric
Demand
Cost
Savings($)
Annual
Total
Electric
Cost
Savings($)
Annual
Total Gas
Cost
Savings($)
Annual
Total
Utility
Cost
Savings($)
Lighting Power Density 104,809 14 -530 $17,633 $0 $17,635 -$309 $17,326 Convert DD to VAV 184,486 10 240 $30,745 $0 $30,741 $135 $30,876 Total 289,295 24 -290 $48,378 $0 $48,376 -$174 $48,202

FAIRVIEW UNIT 26-27 EQUEST REPORT
5 Table 43 through Table 5 show the operating assumptions used for the baseline eQUEST model.

Table 3: Fairview Building 26-27 Airside Systems Assumptions Serve Location Type
Discharge
Temperature
(°F)
Airflow
Control
Outside
air
Design
Flow
(CFM)
Design
TSP
(" w.c.)
Design
Total Fan
Efficiency
Design
Cooling
Capacity
(kBtu/hr)
Design
Heating
Capacity
(kBtu/hr)
Operating
Hours
Building 24 Dual Duct AHU 55 Constant 20% 18,300 3.50 0.47 576 156 24/7 Building 25 Dual Duct AHU 55 Constant 20% 18,300 3.50 0.47 576 156 24/7 Table 4: Fairview Building 26-27 Building Information Assumptions Building Window Type
Window to Wall
Ratio Occupancy
Wall
Insulation
Average
Lighting
Power
Density
(W/sq.ft.)
Average
Equipment
Power
Density
(W/sq.ft.)
Dormitory Single Pane w. Film 30% 290 None 1.05 1.00
The following table compares the baseline model parameters to the parameters used in the ECMs.

Table 5: Baseline and Implemented ECMs
ECM Equipment Item Baseline ECM
ECM 1 - Lighting Retrofit Lighting Density (W/sq.ft.) 1.05 0.559 Minimum Fan speed 100% 35%
SAT Control Fixed Warmest Zone ECM 2 - VAV operation of AHUs AHU-1, AHU-2 California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 5 PORTERVILLE

EQUEST REPORT
At

PORTERVILLE HOUSING BUILDING
Prepared for:

JOHNSON CONTROLS
Submitted on:

JULY 19, 2010
Prepared by:
10 Corporate Park, Suite 120
Irvine, CA 92606
Ph: (949) 851-2100
www.enernoc.com

PORTERVILLE HOUSING BUILDING EQUEST REPORT

Table of Contents

1. eQUEST Modeling Methodology and Baseline Data Collection .................................................... 2

2. Proposed Energy Conservation Measures ........................................................................................ 4

PORTERVILLE HOUSING BUILDING EQUEST REPORT
2 1. eQUEST Modeling Methodology and Baseline Data Collection Cogent Energy used eQUEST to construct an energy model of the Porterville Buildings. The eQUEST software is a graphical user interface to the DOE 2.2 whole building energy analysis tool. eQUEST consists of a building creation wizard, an energy efficiency measure wizard, and a graphical reporting feature with a simulation engine derived from the latest version of DOE-2.2.

Johnson Controls provided site plans, HVAC equipment nameplate data, a lighting survey and field data for this housing building. Cogent Energy performed an energy analysis by constructing a basic model of the building in eQUEST. Google Earth and pictures of the building were used to develop the shells of the buildings, which include details on the building construction, size, insulation, and window sizes and types. The building occupancy schedules were inputted based on the site survey information. Lighting values were taken from site lighting surveys with the new lighting values taken from SPC fixture tables.

The HVAC equipment capacities and efficiencies were inputted based on the field note data and the equipment model numbers.

The zoning for this building was set up using the footprint of the building and allocating units to specific spaces served. Utility data was not available for the energy consumption of the Porterville Buildings area so no calibration was done to the model.

Figure 1 below is a screen capture from the eQUEST model that shows the 3-dimensional geometry from the front entrance.

Figure 1: 3-D footprint of the Porterville Housing Building

PORTERVILLE HOUSING BUILDING EQUEST REPORT
3 0
100
200
300
400
500
600
700
800
900
1 2 3 4 5 6 7 8 9 10 11 12
kWh/Day/Month
Month
Actual vs DOE-2 Predicted Electric ENERGY (kWh)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 2 below displays predicted electricity usage by the eQUEST model. 0 100
200
300
400
500
600
700
800
900
1 2 3 4 5 6 7 8 9 10 11 12
kWh/Day/Month
Month
Actual vs DOE-2 Predicted Electric ENERGY (kWh)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 2: Monthly electricity usage predicted by the eQUEST model

PORTERVILLE HOUSING BUILDING EQUEST REPORT
4 0.0

5.0 10.0

15.0 20.0

25.0 30.0

35.0 40.0
1 2 3 4 5 6 7 8 9 10 11 12
Therms/Day/Month
Month
Actual vs DOE-2 Predicted Natural Gas ENERGY (Therms)
Exterior
DHW
Ht Pmp Supp
Refrig
Fans
Pumps
Towers
Cool
Heat
Equip
Task
Lights
Actual (Low)
Actual
Actual (High)
Figure 3: Monthly gas usage predicted by the eQUEST model

PORTERVILLE HOUSING BUILDING EQUEST REPORT
5 2. Proposed Energy Conservation Measures
Several energy efficiency measures have been applied to the Porterville Housing model. Cogent Energy set up the Energy Conservation Measures (ECMs) as ‘parametric’ runs in the eQUEST model.

Parametric runs provide ‘cascaded’ energy calculations, i.e. the baseline energy model for any given measure is the post-implementation energy model for the previous measure.

Two measures were applied to the eQUEST model to determine the potential energy savings. These measures were the following:

1.) Lighting Retrofit

2.) Convert Multi-zone to VAV system
The lighting retrofits were modeled by changing the lighting power density based on the information provided by the lighting survey and lighting proposal. The existing lighting power density was 0.95 W/ft2 based on the lighting survey. The proposed lighting power density was estimated to be reduced to 0.65 W/ft2
based on the lower energy consuming fixtures.

Furthermore, the multi-zone air handling unit serving the crossed shaped Porterville building will be converted into a variable air volume (VAV) system. The proposed measure is to install a variable frequency drive (VFD) on the electric motor to drive the fan. The VFD will enable the fan to turn down during low load conditions in an efficient manner. Eliminating simultaneous heating and cooling will significantly reduce the systems’ energy consumption.

The modeled energy consumption is shown in Table 1. Modeled energy savings can be found in Table 2.

Table 1: Modeled Energy Consumption
Model Run
Annual
Electric
Energy
Consumption
(kWh)
Annual
Peak
Demand
Sum (kW)
Annual Gas
Energy
Consumption
(Therms)
Annual
Electric
Energy
Costs ($)
Annual
Electric
Demand
Costs ($)
Annual
Total
Electric
Costs ($)
Annual
Total Gas
Costs ($)
Annual
Total
Utility
Costs ($)
Baseline 243,556 493 10,020 $30,557 $4,147 $35,427 $6,241 $41,668 Lighting Retrofit 212,420 440 10,370 $26,603 $3,722 $31,049 $6,441 $37,490 VAV Conversion 133,754 313 5,690 $16,587 $2,800 $20,108 $3,751 $23,859 Table 2: Modeled Energy Savings
Model Run
Annual
Electric
Energy
Savings
(kWh)
Annual
Peak
Demand
Savings
(kW)
Annual Gas
Energy
Savings
(Therms)
Annual
Electric
Energy
Cost
Savings($)
Annual
Electric
Demand
Cost
Savings($)
Annual
Total
Electric
Cost
Savings($)
Annual
Total Gas
Cost
Savings($)
Annual
Total
Utility
Cost
Savings($)
Lighting Retrofit 31,136 53 -350 $3,954 $425 $4,378 -$200 $4,178 VAV Conversion 78,666 127 4,680 $10,016 $922 $10,941 $2,690 $13,631 Total 109,802 180 4,330 $13,970 $1,347 $15,319 $2,490 $17,809

PORTERVILLE HOUSING BUILDING EQUEST REPORT
6 Table 3 through Table 7 6 show the operating assumptions used for the baseline eQUEST model.

Table 3: Porterville Housing Building Airside Systems Assumptions Serve
Location Type
Cold Deck
Temperature
(°F)
Hot Deck
Temperature
(°F)
Airflow
Control
Outside
air
Design
Flow (CFM)
Design
Cooling
Capacity
(kBtu/hr)
Design
Heating
Capacity
(kBtu/hr)
Operating
Hours
Design
TSP
(" w.c.)
Power
Demand
(kW)
Housing
Building Multi-zone 55 95 Constant 20% 8002 260 348 24/7 3.50 6.509 Table 4: Porterville Housing Building Cooling Systems Assumptions Chiller Type
Chiller
Schedule
Circulation
Loop
Rated
kW/ton
Design
Flow
(GPM)
Design
Cooling
Capacity
(kBtu/hr)
CH-1 Reciporating 24/7
Chilled Water
Loop 1.26 52 281
Table 5: Porterville Housing Building Heating Systems Assumptions Boiler Type
Chiller
Schedule
Circulation
Loop Efficiency
Design
Flow
(GPM)
Design
Heating
Capacity
(kBtu/hr)
B-1 Natural Draft 24/7
Hot Water
Loop 80% 17 348
Table 6: Porterville Housing Building Information Assumptions Building Window Type
Window to Wall
Ratio Occupancy
Wall
Insulation
Average
Lighting
Power
Density
(W/sq.ft.)
Average
Equipment
Power
Density
(W/sq.ft.)
Health, Long Term Care Single Bronze 1/4" 0.40 64 R-19 0.95 0.34 The following table compares the baseline model parameters to the parameters used in the ECMs.

Table 7: Baseline and Implemented ECMs
ECM Equipment Item Baseline ECM
ECM 1 - Lighting Retrofit Lighting Density (W/sq.ft.) 0.95 0.65 System Type CAV Multi-zone Variable Air
Volume
Cooling Fan Control Constant Variable Speed
Cooling Min Flow Ratio 1 0.3
Turndown Ratio 1 0.3
ECM 2 - Convert Multi-zone to
VAV AHUs
California Small Building Program
Department of Developmental Services Loan Application
© 2010, Johnson Controls, Inc. Do not copy (physically, electronically, or in any other media) without the express written permission of Johnson Controls, Inc.

TAB 6 SONOMA

EQUEST REPORT
At

DDS NELSON IN SONOMA
Prepared for:

JOHNSON CONTROLS
Submitted on:

JULY 17, 2010
Prepared by:
101 2nd Street
San Francisco, CA 94105
(415) 369-1000

SONOMA DDS NELSON BUILDING EQUEST REPORT

Table of Contents

1. eQUEST Modeling Methodology and Baseline Data Collection .................................................... 2

2. Proposed Energy Conservation Measures ........................................................................................ 4

SONOMA DDS NELSON BUILDING EQUEST REPORT
2 1. eQUEST Modeling Methodology and Baseline Data Collection Nexant used eQUEST to construct an energy model of the Sonoma Department of Development Services (DDS) Nelson Building. The eQUEST software is a graphical user interface to the DOE 2.2 whole building energy analysis tool. eQUEST consists of a building creation wizard, an energy efficiency measure wizard, and a graphical reporting feature with a simulation engine derived from the latest version of DOE-2.2.

Johnson Controls provided site plans. The total floor area of the facility is 58,704 ft2. Nexant conducted a field survey to collect HVAC equipment nameplate data and operation data for this building. Nexant performed an energy analysis by constructing a basic model of the building in eQUEST. Google Earth and pictures of the building were used to develop the shells of the buildings, which include details on the building construction, orientation, size, and window sizes and types. The building occupancy schedules were based on the default settings of eQuest for healthcare facility type. The HVAC equipment capacities and efficiencies were input based on the equipment nameplate.

The zoning for this building was set up using the eQuest custom zoning tool based on the floor plan of the building. The whole building was divided into seven zones. There were totally seven constant air volume (CAV) multi-zone air-handling units at the site and each unit serviced one zone in the eQuest model. The chilled water and heating hot water was supplied by a central utility plant. In this eQuest model, the chilled water was produced by a water-cooled centrifugal electric chiller and the efficiency is 0.6 kW per ton. The heating hot water was produced by a boiler and the efficiency is 80%. A domestic hot water loop was set up to provide hot water to the facility.

As the utility bills were not available, the eQUEST model was not calibrated. Figure 1 below is a screen capture from the eQUEST model that shows the 3-dimensional geometry from the southwest corner.

Figure 1: 3-D footprint of the Sonoma DDS Nelson Building Figures 2 and 3 below are monthly baseline electricity and natural gas usage predicted by the eQUEST model.

SONOMA DDS NELSON BUILDING EQUEST REPORT
3 Figure 2: Monthly electricity usage predicted by the eQUEST model Figure 3: Monthly natural gas usage predicted by the eQUEST model 0 50,000
100,000
150,000
200,000
250,000
1 2 3 4 5 6 7 8 9 10 11 12
kWh/month
Month
EQuestPredictedElectricityConsumption(kWh)
0 1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
1 2 3 4 5 6 7 8 9 10 11 12
Therms/month
Month
EQuestPredictedNatural Gas Consumption(Therms)

SONOMA DDS NELSON BUILDING EQUEST REPORT
4 2. Proposed Energy Conservation Measures
Two energy efficiency measures have been applied to the Sonoma DDS Nelson Building model. Nexant set up the Energy Conservation Measures (ECMs) as ‘parametric’ runs in the eQUEST model.

Parametric runs provide ‘cascaded’ energy calculations, i.e. the baseline energy model for any given measure is the post-implementation energy model for the previous measure.

Two measures were applied to the eQUEST model to determine the potential energy savings. These measures were the following:

1.) Lighting retrofit to reduce lighting load by 40%

2.) Changed the eight multi-zone AHUs from CAV to VAV
The lighting retrofits were modeled by changing the lighting power density from 1.2W/ft2 to 0.72W/ft2
based on the information provided by the lighting proposal. The VAV controls were modeled as follows:
changing the fan control to variable speed; changing the fan power calculation to Fan-Pwr-Fplr-W/VFD; changing the fan cooling and heating minimum flow ratio to 0.5; changing the terminal boxes cooling and heating minimum flow ratio to 0.5.

The estimated energy consumption for the model can be found in Table 1. The savings can be found in Table 2.

Table 1: Modeled Energy Consumption
Table 2: Modeled Energy Savings
Tables 3 though 5 show the operating assumptions used for the baseline eQUEST model.

Model Run
Annual Electric
Energy
Consumption (kWh)
Annual Peak
Demand (kW)
Annual Gas
Energy
Consumption
(Therms)
Annual Total
Electric Costs
($)
Annual Total
Gas Costs
($)
Annual Total
Utility Costs
($)
Baseline 2,232,985 338.0 67,077 $260,103 $37,504 $297,606 Lighting 2,038,722 311.5 73,750 $237,475 $41,235 $278,709 CAV to VAV 1,348,469 251.0 45,972 $157,072 $25,704 $182,776 Model Run
Annual Electric
Energy Savings
(kWh)
Annual Peak
Demand
Savings (kW)
Annual Gas
Energy
Savings
(Therms)
Annual Total
Electric Costs
Savings ($)
Annual Total
Gas Costs
Savings ($)
Annual Total
Utility Costs
Savings ($)
Lighting 194,263 26.5 -6,673 $22,628 -$3,731 $18,897
CAV to VAV 690,253 60.5 27,778 $80,402 $15,531 $95,933
Total Savings 884,516 87.0 21,105 $103,030 $11,800 $114,830

SONOMA DDS NELSON BUILDING EQUEST REPORT
5 Table 3: CLACHP Airside Systems Assumptions
Table 4: CLACHP Building Information Assumptions
The following table compares the baseline model parameters to the parameters used in the various ECMs.

Table 5: Baseline and Implemented ECMs
Service Loaction Type
Discharge
Temperature
(°F)
Airflow
Control Outside Air
Design TSP
("w.c.)
Design Total
Fan
Efficiency Operating Hours
Whole building Multi-zone Reset Constant Economizer 3.0 0.48 24 hours Building Window Type
Window to Wall
Ratio
Roof
Insulation Wall Insulation
Average
Lighting
Power
Density
Average
Equipment
Power
Density
one-story residential Standard 35% R-30 R-19 1.2 0.8
ECM Equipment Item Baseline ECM
ECM 1 - Lighting Lighting Density W/ft2 1.2 0.72
Cooling fan
control
Fan EIR
FPLR Variable speed
Heating fan
control
Fan EIR
FPLR Variable speed
Cooling fan EIR
Airfoil w/
discharge
damper
Fan-Pwr-FplrW/VFD
Heating fan EIR
Airfoil w/
discharge
damper
Fan-Pwr-FplrW/VFD
Fan cooling
/heating
minimum flow
ratio

1.0 0.5
Thermal zone
Box
cooling/heating
min flow ratio

1.0 0.5
HVAC system
ECM 2 -CAV to VAV

JOHNSON-ORDAHL BUILDING REPORT

EQUEST REPORT
of

JOHNSON-ORDAHL BUILDING
Prepared for:

JOHNSON CONTROLS
Submitted on:

JULY 23, 2010
Prepared by:
101 2nd Street
San Francisco, CA 94105
(415) 369-1000

JOHNSON-ORDAHL BUILDING REPORT

Table of Contents

1. eQuest Modeling Methodology and Baseline Data Collection ........................................................ 3

2. Proposed Energy Conservation Measures ........................................................................................ 5

JOHNSON-ORDAHL BUILDING REPORT
3 1. eQuest Modeling Methodology and Baseline Data Collection Nexant used eQuest modeling software, a graphical user interface to the DOE 2.2 whole building energy analysis tool to determine the energy savings of Johnson-Ordahl building with the Department of Developmental Services (DDS) located in Sonoma, CA.

Johnson Controls provided Nexant the facility’s basic information including the site layout as well as the mechanical floor plan. Satellite photographs of the building and the site survey data was utilized to determine the physical and thermal properties of the building. The building occupancy schedules, HVAC equipment capacities and efficiencies, and lighting and miscellaneous loads were input based on the survey data and the equipment model numbers.

The baseline eQuest model was developed using above collected data. The model customized the zoning based on the mechanical floor plan. Since utility data is not available, the model has not been calibrated however the assumed inputs in the model are based on facilities with similar end uses. The proposed energy conservation measures were simulated using eQuest parametric runs and the associated energy savings were estimated based on these runs.

Figure 1 below is a screen capture from the eQuest model that shows the 3-dimensional geometry of the building.

Figure 1: 3-D footprint of the Johnson-Ordahl Building
Figures 2 and 3 below are predicted electricity and natural gas usage by the eQuest on a monthly interval.

JOHNSON-ORDAHL BUILDING REPORT
4 Figure 2: Month-wise electricity usage from eQuest model prediction Figure 3: Month-wise natural gas usage from eQuest model prediction 0 20000
40000
60000
80000
100000
120000
140000
160000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Month
kWh
Area Lights
Task Lights
Misc. Equip.

Ext. Usage
Pumps & Aux.

Vent. Fans
Hot Water
HP Supp.

Space Heat
Refrigeration
Heat Reject.

Space Cool
0 500
1000
1500
2000
2500
3000
3500
4000
4500
5000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Month
therm
Area Lights
Task Lights
Misc. Equip.

Ext. Usage
Pumps & Aux.

Vent. Fans
Hot Water
HP Supp.

Space Heat
Refrigeration
Heat Reject.

Space Cool

JOHNSON-ORDAHL BUILDING REPORT
5 2. Proposed Energy Conservation Measures
Two energy efficiency measures have been recommended for Johnson-Ordahl building. The measures are: :

1.) Interior Lighting Retrofit – modeled by reducing the lighting power density by 40% based on the information provided by the lighting survey and lighting proposal. The details of baseline and proposed LPDs are presented in Table 5.

2.) Convert Constant Air Volume (CAV) system to Variable Air Volume (VAV) system - modeled as a decrease of minimum air flow and an installation of variable frequency drives (VFD) to supply air fans. Facility proposed to convert the three air handling units (AHUs) serving the facility from CAV to VAV system. The details of baseline and proposed fan control and air flow configurations are presented in Table 5.

The estimated energy consumption for the model can be found in Table 1. The savings can be found in Table 2.

JOHNSON-ORDAHL BUILDING REPORT
6 Table 1: Modeled Energy Consumption
Table 2: Modeled Energy Savings
Table 3: Airside Systems Assumptions
Table 4: Building Information Assumptions
Model Run Annual Electric Energy Consumption(kWh) Annual Peak Demand (kW) Annual Gas Energy Consumption (therm) Annual Electric Energy Costs ($) Annual Total Gas Costs ($) Annual Total Utility Costs ($) Baseline 1,535,559 227.2 43,280 $214,978 $25,968 $240,946Interior LPD Decrease 1,376,345 205.4 48,896 $192,688 $29,337 $222,026Convert CAV to VAV 892,143 146.7 44,728 $124,900 $26,837 $151,737 Model Run Annual Electric Energy Consumption(kWh) Annual Peak Demand (kW) Annual Gas Energy Consumption (therm) Annual Electric Energy Costs ($) Annual Total Gas Costs ($) Annual Total Utility Costs ($) Interior LPD Decrease 159,215 21.7 (5,615) $22,290 ($3,369) $18,921 Convert CAV to VAV 484,202 58.7 4,168 $67,788 $2,501 $70,289Total Savings 643,416 80.5 (1,447) $90,078 ($868) $89,210 Building Type Airflow Control Outside Air (cfm/person) Design TSP (in wc) Design Total Fan Efficiency Operation Schedule Johnson-Ordahl Multizone Zone Constant 20 3.0 0.53 24/7 Building Building Area (sqft) Roof Insulation Wall Insulation Number of People Average Lighting Power Density (W/sqft) Average Equipment Power Density (W/sqft) Johnson-Ordahl 48,715 R-19 R-11 245 1.2 0.5

JOHNSON-ORDAHL BUILDING REPORT
7 Table 5: Baseline and Implemented ECMs

ECM Equipment Item Baseline ECM
Interior LPD Decrease Lighting LPD 1.2 0.72
AHU Supply Air
Fan Curve
ForCurve with Discharge
Dampers fPLR
Fan Power fPLR
with VFD
Terminal Boxes Minimum
Flow Ratio 1.0 0.5
Convert CAV to VAV
UC System-wide Building Management Systems Contract #2023003491 National Pricing (All Entities except University of California System)
Product/Service Discount Type Discount
Non-Johnson Controls HVAC control,
security, fire and equipment
products: includessubcontracts, nonJohnson Controls, controls, assessments, tools, management &
engineering services and surveys
Mark up over cost Cost + 30%
Miscellaneous parts Mark up over cost Cost + 30%
York Chillers (air-cooled and water
cooled)
Discountsfrom North America List
Price (NALP)
Less 55%
York Air Handling Equipment Discounts from North America List Price (NALP)
Less 55%
Johnson Controls Terminal Units (VAV
& FCU)
Discountsfrom List Price Less 55%
Johnson Controls Commercial Unitary
Equipment (Series 5-40) & (Series 100)
Discountsfrom List Price Less 55%
Clean Air Products (IsoClean &
Delos)
Discountsfrom List Price Less 5%
Fire & Security Alarm Systems Discount from list price List less 15% Johnson Controls Labor associated with
installs and retrofits
Discount from Local Branch Published
Street Labor Rates
Local Branch Published Street
Rate less 10%
Service Labor including Preventative
Service Agreements (PSA)
Discount from Local Branch Published
Street Labor Rates
Local Branch Published Street
Rate less 5%
Digital Solutions Services - Open Blue
Subscriptions
5% Discount off local branch selling price
Energy Efficient Projects with General
Requirements and internal/external
Purchase Orders for Construction
All Related Services and Products Cost Plus 30%
Pricing Notes:

1. All labor rates are based upon standard hours.

2. Overtime rates (afterhours, Saturday, Sunday): 1.5 x standard labor rates

3. Overtime rates (Holidays): 2 x standard labor rates

4. Per diem rates: Based upon location and job role to be provided

5. Minimum charge of 4 hours for all overtime work

6. Local branch published street labor rates may be updated annually at the discretion of each local branch

7. Mileage – Standard rates apply for service calls calculated from branch to job site Not to exceed pricing:

The above pricing is submitted as not to exceed pricing and can be adjusted lower but cannot exceed the pricing above for those projects purchased under the agreement. Customer must indicate on the purchase order the JCI Contract #2023003491
JCI DDC Controls Discount from List Less 55%
2 City of Calexico

REQUEST FOR PROPOSALS
Infrastructure Modernization and Utility Savings Program (RFP No. 2025-700)
November 12, 2025
SitelogIQ | Cover Letter
City of Calexico | RFP No. 2025-700
3 SitelogIQ, Inc.
3090 Bristol Street, Suite 400
Costa Mesa, CA 92626
City of Calexico
Office of the City Clerk
608 Heber Avenue
Calexico, CA 92231
Re: Proposal for Infrastructure Modernization and Utility Savings Program RFP No. 2025-700
Dear Mr. Jesus Villegas Peimbert,
On behalf of SitelogIQ, Inc. (SitelogIQ), we are pleased to submit our proposal to provide comprehensive program development, implementation and performance monitoring services for the City of Calexico’s Infrastructure Modernization and Utility Savings Program.

SitelogIQ is a licensed California General Contractor (CSLB #1054171) and registered Energy Service Provider with more than 30 years of experience delivering infrastructure modernization, renewable energy, and sustainability programs for cities, counties and public agencies throughout the state.

Our work includes implementing Federal and State funding programs, utility incentive programs, and turnkey infrastructure upgrades focused on long-term asset performance and energy savings.

We recognize the importance of an infrastructure program in the Imperial Valley that not only reduces utility and operational costs, but also strengthens community resilience and advances Calexico’s sustainability goals. Our decades of experience serving California public agencies ensure the City receives a solution that is innovative, transparent, compliant and results-driven.

SitelogIQ maintains a strong history of partnership in Imperial County and throughout California, delivering successful modernization and energy programs that improve facility performance, extend asset life, reduce energy consumption and support long-term fiscal responsibility.

Our multidisciplinary team of engineers, project managers, energy analysts and community engagement specialists ensures that every task — from audit and design through construction and performance verification — is completed efficiently and in full compliance with public works standards and funding requirements.

The individual authorized to represent our firm and serve as the primary point of contact is:
▶ Contact: Josh Steeber, Local Government Relations Executive ▶ Phone: 949.432.0689
▶ Email: [email protected]
We look forward to working with the City to enhance the efficiency and reliability of municipal facilities, parks and green spaces, lift stations and streetlights. SitelogIQ’s integrated project delivery model ensures disciplined planning, accurate cost control, dependable construction and verified performance, protecting public resources and ensuring lasting value.

Thank you for the opportunity to submit our proposal. We appreciate your consideration and stand ready to support Calexico through this important initiative.

Sincerely,
John Gajan, PE
President, West Energy
925.397.4461 | [email protected]
SitelogIQ | Table of Contents
City of Calexico | RFP No. 2025-700
5 B. TABLE of CONTENTS
A. Cover Letter.............................................................................................................................................................3 B. Table of Contents ..................................................................................................................................................5

1. Executive Summary...............................................................................................................................................7

2. Approach and Scope of Work..........................................................................................................................10

3. Work Schedule......................................................................................................................................................18

4. Qualifications and Experience........................................................................................................................ 21

5. References.............................................................................................................................................................. 31

6. Litigation Disclosure...........................................................................................................................................36

7. Media Attachments............................................................................................................................................ 38

8. Funding Sources .................................................................................................................................................40

9. Savings.................................................................................................................................................................... 42

10. Contracts, Forms and Pricing ....................................................................................................................... 45

11. Additional Information.....................................................................................................................................113 For your
convenience,
please click on the
arrow at the bottom
of each page to
return to the table
of contents.

SitelogIQ | Executive Summary
City of Calexico | RFP No. 2025-700 7
SECTION 1:

EXECUTIVE

SUMMARY
SitelogIQ brings decades of proven experience helping California cities and counties plan, implement and monitor comprehensive infrastructure modernization and utility savings programs—delivering measurable results, lasting partnerships and resilient community facilities.

Proven Partner for the City of Calexico’s Modernization SitelogIQ is pleased to submit our qualifications to support the City of Calexico in the development, implementation and monitoring of a comprehensive Infrastructure Modernization and Utility Savings Program. With over 30 years of experience delivering energy efficiency, renewable energy and infrastructure projects for public agencies throughout California, SitelogIQ brings the technical expertise, financial stability and local presence required to implement cost-effective, sustainable and community-centered solutions. Our team specializes in designing and executing turnkey programs that modernize aging infrastructure, reduce utility expenditures and improve the resiliency and operational efficiency of public facilities—while maintaining full compliance with California’s public works and energy performance contracting requirements.

Across California, SitelogIQ has partnered with more than 350 public sector clients, including cities, counties, special districts and school districts, to implement infrastructure improvement programs exceeding $5 billion in total project value. Recent municipal and county programs such as the City of Thousand Oaks Solar PV Program, City of Indian Wells Energy Savings Performance Contract and the County of Mariposa’s Energy Efficiency and Renewable Energy Program, with also local completed energy, renewable and infrastructure programs with Meadows Elementary School District, Heber Elementary School District, McCabe Elementary School District and Brawley Union High School 350+
public sector clients
$5b+
project value
City of Calexico | RFP No. 2025-700
8 District, that demonstrate our ability to deliver measurable outcomes through efficient planning, precise engineering and comprehensive project oversight. Our expertise extends across all major systems, including HVAC and lighting upgrades, electrical and mechanical infrastructure replacements, solar photovoltaic and battery energy storage systems, microgrids and EV charging installations, allowing us to provide integrated, future-ready modernization strategies tailored to each client’s goals.

Our approach emphasizes transparency, accountability and partnership. Through advanced tools such as PROCORE® project management software and rigorous performance monitoring, we ensure real-time visibility, proactive coordination and ongoing optimization throughout the program lifecycle. As the City of Calexico advances its modernization and sustainability initiatives, SitelogIQ stands ready to serve as a trusted partner, bringing proven experience, financial innovation and a deep understanding of local government priorities to deliver longterm value for the community.

1. Extensive California Public-Sector Experience:
• 30+ years delivering energy and facility modernization programs across California • Successful implementation of 350+ Government Code 4217 programs for cities, counties, special districts and school districts

2. Turnkey, Fully Integrated Team:
• In-house design, engineering, construction, commissioning and O&M, all coordinated under one organization
• Integrated delivery that reduces delays, improves cost control and streamlines project execution

3. Strategic Funding & Cost Optimization:
• Specialists in maximizing grants, rebates, incentives and financing tools to reduce total project cost
• Strong partnership with financing providers who have delivered over $500M in public-sector energy projects across California
• Proven strategies for stretching limited municipal budgets while maximizing net savings

4. Regulatory Fluency Across State & Local Agencies:
• Extensive experience working with key California agencies, including the CEC, DSA, State Fire Marshal and local AHJs
• Deep knowledge of review timelines, compliance requirements and documentation protocols
• Ability to streamline submittals, accelerate approvals and reduce rework

5. Commitment to Public Stewardship:
• We treat every dollar as if it were our own—maximizing value while protecting the City’s resources.
• Programs designed to enhance community benefit, support infrastructure resilience and reduce ongoing operating costs
Key SitelogIQ Differentiators:

SitelogIQ | Approach and
Scope of Work
City of Calexico | RFP No. 2025-700 10
SECTION 2:

APPROACH
AND

SCOPE OF
WORK
Approach and Scope
SitelogIQ (SitelogIQ) proposes a fully integrated, performance-driven approach that combines engineering precision, financial transparency and disciplined execution to help the City of Calexico modernize its infrastructure while reducing long-term operating and maintenance costs. Drawing on decades of experience delivering comprehensive energy-savings programs for California public agencies, SitelogIQ will guide the City through each phase—from initial technical and financial assessment through design, construction and ongoing measurement and verification—under the framework of California Government Code § 4217. Our methodology ensures that every facility improvement is technically sound, financially responsible and verifiably effective.

Program Development and Investment Grade Audit
The process begins with a rigorous Investment Grade Audit (IGA) designed to give the City a precise understanding of current facility performance, utility consumption patterns and costreduction potential. This phase establishes the analytical and technical foundation upon which all subsequent design, construction and guarantee commitments will be built.

SitelogIQ’s audit begins with a Utility Baseline Analysis covering all City-served electric, gas and water accounts. Our energy analysts will collect and normalize at least twenty-four months of billing data to quantify usage profiles, seasonal variations and demand peaks. Because Imperial Irrigation District (IID) typically provides only monthly billing intervals, SitelogIQ will deploy temporary interval meters on representative electrical panels to record 15-minute demand data over several operating cycles. These portable instruments capture true power, voltage, current and power factor, revealing load characteristics and peak-shaving opportunities that would otherwise remain hidden.

Our approach combines structured program management, proactive communication and transparent reporting to ensure every phase—from planning through implementation and performance monitoring—advances Calexico’s modernization goals efficiently and collaboratively.

City of Calexico | RFP No. 2025-700
11 In parallel, SitelogIQ will install light loggers within representative interior spaces to record occupancy and lighting run-time patterns over several days. These time-stamped readings provide empirical evidence of real usage behavior, ensuring that projected lighting and control savings are based on measured field conditions rather than assumptions.

Field audits will then proceed on a room-by-room basis, documenting fixture types, lamp and ballast configurations, ceiling heights, control strategies and measured light levels. This granular inventory allows SitelogIQ to create a complete lighting database tied to building floor plans, supporting accurate retrofit design and cost estimation. During the same site visits, mechanical systems, envelope components and water fixtures will be inspected for efficiency, condition and maintenance needs.

All collected data—utility histories, field measurements and occupancy observations—will be compiled into a calibrated baseline model for each facility. SitelogIQ will normalize these models for weather and operational schedules to establish a reliable “business-as-usual” baseline. Against this foundation, our engineers will identify and rank Energy Conservation Measures (ECMs) that meet the City’s operational priorities and financial criteria. Each ECM will include detailed scope descriptions, cost estimates and quantified savings supported by field data and verified engineering calculations.

The resulting IGA report will include a comprehensive financial analysis summarizing projected energy and O&M savings, implementation cost, payback period and overall return on investment.

It will also include a funding and incentives matrix identifying available utility rebates, grants and federal benefits such as Inflation Reduction Act (IRA) Section 48E Direct-Pay credits, Domestic-Content Bonus Credits and Energy-Community Bonus Credits. The IGA concludes with a fully defined implementation package that establishes scope, fixed construction pricing and guaranteed annual savings—providing the City with a clear path forward and full confidence in the project’s feasibility.

Design and Engineering
Following acceptance of the IGA findings,
SitelogIQ’s in-house engineering team
will translate each approved measure
into detailed, permit-ready construction
documents. Designs will be advanced
through 30 %, 60 % and 100 % stages, with
formal review points to incorporate City
input and value-engineering opportunities.

Structural and electrical analyses will
confirm equipment compatibility,
load capacities and interconnection
requirements. All design work will comply
with City of Calexico permitting standards,
as well as California Building Code, Title
24 Energy Standards and CalGreen
requirements.

City of Calexico | RFP No. 2025-700
12 To maintain budget and schedule certainty, SitelogIQ will engage in early procurement of long-lead equipment upon design-intent approval. Selected materials will meet or exceed performance specifications, warranty standards and domestic-content thresholds. Throughout design development, SitelogIQ will coordinate closely with City staff to align system layouts, constructability and community aesthetics with operational needs and fiscal goals.

Construction and Implementation
Once final designs are approved and the City authorizes construction, SitelogIQ will deliver the program under a turn-key design-build model, serving as the single point of responsibility for quality, schedule and safety. Our construction managers will oversee permitting, subcontractor coordination, inspection and phased mobilization to minimize disruption to City operations.

SitelogIQ employs the Procore® construction-management platform, giving City staff real-time visibility into submittals, RFIs, daily reports and progress photos. Weekly coordination meetings will keep communication open, address field issues promptly and verify progress against schedule.

Safety will remain paramount: all site personnel will attend daily safety briefings and comply with OSHA and Cal/OSHA standards. Every subcontractor will be pre-qualified for experience, safety record and compliance with Skilled and Trained Workforce (STW) requirements. SitelogIQ’s superintendents and quality-control managers will ensure that installations meet all design specifications and manufacturer requirements.

Commissioning, Training and Project Close-Out
Commissioning begins during late-stage construction and continues through final acceptance.

A dedicated commissioning agent, independent from installation crews, will verify that systems are installed and operating according to design parameters. This process includes testing control sequences, verifying sensor calibration and confirming that each ECM achieves its intended performance.

Upon completion, SitelogIQ will provide comprehensive training for City maintenance staff covering operation, safety and preventive maintenance of all systems. Detailed O&M manuals, warranty certificates and service contacts will be provided both digitally and in print.

Project close-out will include delivery of as-built drawings, completion of punch-list items and turnover of commissioning documentation. SitelogIQ will remain available during the warranty period to support system tuning and ensure optimized performance.

Measurement and Verification (M&V) and
Guaranteed Savings
After commissioning, SitelogIQ’s M&V specialists
will implement a monitoring plan aligned with
the International Performance Measurement and
Verification Protocol (IPMVP), typically applying Option B (retrofit isolation) or Option C (whole-building)
methodologies. Actual utility data will be compared to
the baseline established during the IGA, normalized
for weather and occupancy variations.

City of Calexico | RFP No. 2025-700
13 Performance results will be summarized in annual M&V reports accessible through MySiteIQ, SitelogIQ’s proprietary cloud-based monitoring platform. MySiteIQ provides near-real-time dashboards, trend analysis and fault detection, giving the City continuous insight into system performance and verified savings. Should verified savings ever fall below the guaranteed threshold, SitelogIQ will reimburse the City for the difference, upholding our Guaranteed Savings Agreement and ensuring complete financial protection.

Community and Public Outreach
SitelogIQ recognizes that this program will be a visible demonstration of Calexico’s leadership in sustainability and fiscal responsibility. We will assist the City in developing press releases, project signage and educational materials highlighting the program’s environmental and economic benefits. SitelogIQ will support City Council briefings and coordinate community events—such as groundbreakings and ribbon-cuttings—to celebrate milestones and promote transparency and civic engagement.

Continuous Improvement and Lifecycle Support
SitelogIQ’s partnership with the City extends well beyond initial construction. Our operations and maintenance specialists will help sustain long-term system performance through preventive maintenance, remote diagnostics and continuous optimization. Using MySiteIQ’s advanced analytics, City staff will have access to live performance data and automated alerts for anomalies, enabling proactive corrective actions and cost avoidance.

Annually, SitelogIQ will conduct performance reviews with City staff to validate savings and identify new opportunities for improvement. As technology and funding options evolve, SitelogIQ can assist in implementing future phases—such as EV-charging infrastructure, expanded energy storage, or microgrid integration—ensuring ongoing progress toward Calexico’s sustainability and resiliency goals.

Representative Energy Conservation Measure (ECM) Categories To achieve the City’s objectives, we anticipates evaluating and implementing a comprehensive portfolio of ECMs spanning energy, water and infrastructure systems. 14 City of Calexico | RFP No. 2025-700
RFP No. 2025-700
November 12, 2025
Preliminary Energy Conservation, Energy Generation and Water Conservation Measures Table Interior &
Exterior
Lighting
Lighting
Controls
Specialty
Lighting
(Sports Field,
etc.)
Air Conditioning
(HVAC)
HVAC Controls &
Automation
RCx &
Air Balancing
Water
Conservation
Measures
Electric Vehicle
Charing System
Solar
Photovoltaic
(PV)
Battery Energy
Storage System
Electrical
Service
Upgrade
VFDs, Pumps
& Motors
City Hall      
Police HQ       
Camarena Library       
Community Center      
Wastewater Treatment     
Water Treatment 
Public Works      
Raw Water Reservoir 
Eastie Reservoir 
Parks & Green Areas    
Lift Stations 
Street Lighting
Sites with low (or no) opportunity
Airport
Fire Station No. 01
Fire Station No. 02
Traffic Control Center
City of Calexico
Infrastructure Modernization and Utility Savings Program Energy Conservation, Energy Generation, and Water Conservation Measures Site
City of Calexico | RFP No. 2025-700
15 Lighting Modernization – Interior, Exterior and Specialty (i.e. Sports Lighting) SitelogIQ will replace outdated fluorescent, metal-halide and high-pressure-sodium fixtures with high-efficiency LED luminaires and advanced control systems. Interior retrofits will improve illumination quality and reduce maintenance, while exterior and street-lighting upgrades will enhance safety and visibility. For athletic and recreation facilities, SitelogIQ will design specialty sports-lighting systems that deliver uniform illumination with minimal glare and instant on/ off capability. All lighting designs will comply with Title 24 and IES standards and will include programmable controls suitable for future smart-city integration.

HVAC Optimization and Replacement
SitelogIQ will evaluate existing mechanical systems for efficiency, reliability and lifecycle cost, identifying opportunities for both optimization and replacement. Optimization may include upgraded controls, variable-speed drives and demand-controlled ventilation. Where replacement is appropriate, SitelogIQ will specify high-efficiency electric heat-pump or variable-refrigerantflow (VRF) systems with low-GWP refrigerants. Designs will consider structural loading, re-use of refrigerant lines and proper duct sizing to ensure balanced airflow and acoustic comfort.

Together, these measures reduce energy use and greenhouse-gas emissions while improving occupant comfort and system reliability.

On-Site Solar Photovoltaic (PV)
To offset grid energy purchases, SitelogIQ will evaluate roof-, ground- and canopy-mounted PV systems that meet Imperial Irrigation District (IID) interconnection requirements. Systems will utilize high-efficiency, domestically manufactured modules and inverters with advanced monitoring. Designs will optimize output, minimize shading and integrate seamlessly with MySiteIQ for performance tracking and predictive maintenance.

Battery Energy Storage and Microgrid Applications
SitelogIQ will analyze opportunities for battery energy storage systems (BESS) to manage peak demand, shift load and provide emergency backup power. Safe, proven chemistries such as lithium-iron-phosphate will be used. For critical facilities, SitelogIQ will explore microgrid configurations that combine PV, storage and existing backup generation through intelligent controllers, enabling sustained operation during utility outages.

City of Calexico | RFP No. 2025-700
16 Building Envelope Upgrades
SitelogIQ will assess insulation levels, window glazing, roof reflectivity and infiltration to improve thermal performance. Recommended upgrades may include additional roof or wall insulation, reflective cool-roof coatings, low-emissivity windows and door weather-stripping. Roof replacements will be designed to accommodate future solar installations, extending asset life and improving comfort.

Water Conservation and Wastewater Efficiency
SitelogIQ will identify water-saving measures such as high-efficiency fixtures, sensor-based faucets and valves and smart irrigation controllers that respond to weather data. Additional opportunities may include drought-tolerant landscaping and heat-pump or solar-thermal waterheating solutions. These measures will reduce both water consumption and the energy required for water heating and distribution.

Infrastructure and Controls Modernization
SitelogIQ will modernize the City’s building-automation and controls, enabling centralized monitoring of HVAC, lighting and water systems. Smart meters and sub-metering will provide real-time visibility into consumption. Electrical-distribution improvements—including transformer upgrades and panel replacements—will enhance safety and reliability. Where feasible, SitelogIQ will incorporate EV-charging infrastructure and communication pathways that support the City’s broader sustainability and mobility initiatives.

Through this comprehensive and data-driven approach, SitelogIQ will deliver a performancebased modernization program that transforms the City’s facilities into efficient, reliable and sustainable assets. Our methodology turns operational savings into reinvestment capital, ensuring measurable economic, environmental and community benefits for years to come.

SitelogIQ’s in-house expertise, proven record of guaranteed performance and long-term partnership philosophy make us the ideal team to help the City of Calexico realize its vision for resilient, efficient and future-ready municipal infrastructure.

SitelogIQ | Work Schedule
City of Calexico | RFP No. 2025-700 18
At SitelogIQ, we recognize that delivering a successful project depends on a clear, well-structured schedule. Our team is dedicated to meeting critical milestones and completing each phase of the project on time and within budget.

The following preliminary schedule outlines the key milestones, deliverables and critical path required to complete this program efficiently and with minimal disruption to agency operations.

Our team will coordinate closely with City staff to refine dates as needed, maintain transparent communication and ensure that all construction activities are sequenced to support safety, continuity of service and timely completion. A preliminary Gantt chart illustrating the planned schedule and milestone durations is provided on the following page.

SECTION 3:

WORK

SCHEDULE
19 City of Calexico | RFP No. 2025-700
ID Task Name Duration Start Finish Predecessors
0 City of Calexico - RFP No. 2025-700 519 days Wed 12/3/25 Mon 11/29/27 1 City Council Selection & Award 0 days Wed 12/3/25 Wed 12/3/25 2 Notice to Proceed 0 days Thu 12/4/25 Thu 12/4/25 1FS+2 days 3 Phase 1 - Program Development & Investment Grade Audit & Assessment 66 days Fri 12/5/25 Fri 3/6/26 4 Project Kickoff Meeting 1 wk Fri 12/5/25 Thu 12/11/25 2 5 Data Request and Utility Baseline Analysis 2 wks Fri 12/12/25 Thu 12/25/25 4 6 Installation of Temporary Interval Meters and Light Loggers 2 wks Fri 12/26/25 Thu 1/8/26 5 7 Field Audits and Room-by-Room Assessments 3 wks Fri 1/9/26 Thu 1/29/26 6 8 Energy Modeling, Baseline Normalization, and ECM Identification 2 wks Fri 1/30/26 Thu 2/12/26 7 9 Development of Financial Model and Funding/Incentive Analysis 2 wks Fri 2/13/26 Thu 2/26/26 8 10 Draft IGA Report and Review with City 1 wk Fri 2/27/26 Thu 3/5/26 9 11 Final IGA Report Submittal and City Authorization to Proceed 1 day Fri 3/6/26 Fri 3/6/26 10 12 Phase 2 - Design & Engineering 65 days Mon 3/9/26 Fri 6/5/26 13 Design Kickoff and Scoping Meeting 1 wk Mon 3/9/26 Fri 3/13/26 11 14 30% Design Development 2 wks Mon 3/16/26 Fri 3/27/26 13 15 City Review and Feedback 1 wk Mon 3/30/26 Fri 4/3/26 14 16 60% Design Development 3 wks Mon 4/6/26 Fri 4/24/26 15 17 City Review and Feedback 1 wk Mon 4/27/26 Fri 5/1/26 16 18 100% Final Design and Construction Documents 3 wks Mon 5/4/26 Fri 5/22/26 17 19 City Permitting and Final Design Approval 2 wks Mon 5/25/26 Fri 6/5/26 18 20 Phase 3 - Procurement & Engineering 40 days Mon 4/27/26 Fri 6/19/26 21 Procurement of Long-Lead Equipment and Materials 6 wks Mon 4/27/26 Fri 6/5/26 16 22 Construction Coordination and Safety Planning 1 wk Mon 6/8/26 Fri 6/12/26 19 23 Mobilization and Site Preparation 1 wk Mon 6/15/26 Fri 6/19/26 22 24 Phase 4 - Implementation 100 days Mon 6/22/26 Fri 11/6/26 25 Lighting Upgrades (Interior, Exterior, Sports Lighting) 5 wks Mon 6/22/26 Fri 7/24/26 23 26 HVAC Optimization and Replacement 8 wks Mon 6/22/26 Fri 8/14/26 23 27 Building Envelope Improvements 6 wks Mon 6/22/26 Fri 7/31/26 23 28 Solar PV System Installation 12 wks Mon 6/22/26 Fri 9/11/26 23 29 Battery Energy Storage Installation 8 wks Mon 9/14/26 Fri 11/6/26 28 30 Controls and BAS Integration 6 wks Mon 8/17/26 Fri 9/25/26 26 31 Water Conservation and Plumbing Upgrades 5 wks Mon 6/22/26 Fri 7/24/26 23 32 Phase 5 - Commissioning & Training 36 days Mon 11/9/26 Mon 12/28/26 33 Functional Testing and System Calibration 3 wks Mon 11/9/26 Fri 11/27/26 24 34 City Staff Training and O&M Turnover 2 wks Mon 11/30/26 Fri 12/11/26 33 35 Punch List Resolution and Final Acceptance 2 wks Mon 12/14/26 Fri 12/25/26 34 36 Substantial Completion 1 day Mon 12/28/26 Mon 12/28/26 35 37 Program Close-out 2 wks Tue 12/29/26 Mon 1/11/27 36
38 Phase 6 - Measurement & Verification (Post-Construction) 240 days Tue 12/29/26 Mon 11/29/27 39 MySiteIQ Platform Setup and Dashboard Activation 2 wks Tue 12/29/26 Mon 1/11/27 32 40 First-Year M&V Period 12 mons Tue 12/29/26 Mon 11/29/27 32 12/3
12/4
Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec uarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 2026 2027
Request for Proposal / Qualifications
City of Calexico
Infrastructure Modernization and Utility Savings Program SitelogIQ Inc. November 12, 2025
1 of 1
SitelogIQ | Qualifications and
Experience
City of Calexico | RFP No. 2025-700 21
SitelogIQ’s Background
SitelogIQ, Inc. is a national energy and infrastructure solutions provider with a dedicated California public-sector division specializing in turnkey modernization programs. Our in-house capabilities include program development, investment-grade audits, architectural and engineering design, construction management, commissioning and long-term performance tracking. By keeping these services under one contract and one accountable project team, we eliminate scope gaps, reduce risk and maintain clear communication throughout the life of the program.

Unlike firms that rely heavily on subcontracted engineering or performance management, SitelogIQ self-performs the majority of technical work, which strengthens quality control and ensures project continuity from planning through post-construction monitoring. Our California operations team manages more than $100 million annually in public-sector modernization projects, including building electrification, HVAC and mechanical replacement, streetlighting conversions, SCADA systems, microgrids, utility resiliency planning and solar-plus-storage implementation.

Relevant Experience
Our team has delivered modernization programs for municipalities whose objectives align with Calexico’s need for long-term cost reduction, reliability and resilience.

SitelogIQ brings decades of experience delivering renewable energy and storage solutions for tribal and public sector clients across California, reflecting a balance of technical expertise, financial stability and a deep commitment to working alongside Cities in ways that build long-term value. 30+
years
modernizing
California
infrastructure
SECTION 4:

QUALIFICATIONS
AND

EXPERIENCE
1,100+
customer sites
delivered
City of Calexico | RFP No. 2025-700
22 Representative programs include:

City of Thousand Oaks – Municipal Solar Program
• Parking lot remediation with a solar PV canopy system • Provided turnkey design, construction, utility coordination and M&V City of Indian Wells – Energy Savings Performance Contract (In Construction) • Integrated LED lighting upgrades, HVAC system replacement, solar PV and BESS, citywide EV charging and a microgrid for emergency operations continuity. • Support included permitting, construction, interconnection, sequencing in occupied facilities and ongoing performance verification.

County of Mariposa – Countywide Energy Modernization Initiative • Replacement of HVAC and controls, central plant re-design and solar deployment across multiple County buildings with limited budget and strict operating constraints These programs demonstrate SitelogIQ’s ability to deliver measurable cost savings, improve facility performance and reduce carbon emissions across multiple facility types. Each of these programs required careful coordination of utility interconnections, permitting and funding compliance, while maintaining active operations within public facilities—a process that reflects the same diligence and adaptability we will apply to Calexico’s program.

Across California, our work spans a diverse range of project types, including HVAC and lighting upgrades, electrical and mechanical infrastructure replacements, solar photovoltaic and battery energy storage systems, microgrids and EV charging installations. Our multidisciplinary teams bring a deep understanding of state and local regulatory requirements, including the California Energy Commission (CEC), Division of State Architect (DSA) and Department of Industrial Relations (DIR). This experience ensures that the City’s program will be delivered with full compliance, transparency and technical excellence.

Through our proven program management framework, SitelogIQ consistently delivers efficient, cost-effective and community-centered solutions that modernize public infrastructure while supporting our clients’ broader sustainability and resiliency goals.

SitelogIQ has been so responsive with us as we started, embarked and are finalizing the project. Our project manager has been attentive and the whole team works above and beyond to ensure our District has everything we need to make the project a success.
- Rachel Mason, General Manager

FALLBROOK REGIONAL HEALTH DISTRICT
City of Calexico | RFP No. 2025-700
23 Director of Engineering
Charlie Oliver,

LEED AP, CEM
Sr. Electrical Engineer
Scott Clemons, PE

EXECUTIVE OVERSIGHT
Safety & Environmental
Oversight
Richard Martinez

PROCUREMENT
Procurement Manager
Alice McCoy
Vendors & Suppliers
Construction Manager
Ed Duncan
Director of Operations
Lesley Soekland, MBA
Commissioning &
Start-Up
Ralph Hudson
Subcontractors

DESIGN & ENGINEERING
Vice President
Jonathan Brown, PE, CEM,

LEED AP
Local Gov. Relations Exec.

Josh Steeber

COMMISSIONING & START-UP
IID Interconnections
Specialist
Jocelyn M. Powell
Project Development
Keegan Gothie, CEM
Senior Project Manager
Greg Olson
Vice President of Operations
Jeff Dennis

OPS & MAINTENANCE
Consultants

IMPLEMENTATION
3rd Party Service Provider
(i.e. Manufacturer Rep)
Asset Manager
Samantha Hollinger
Technicians
President
John Gajan, PE
Key Personnel
Site Superintendent
Sergio Sanchez
M&V Specialist
Matt Spence, PE, CEM
City of Calexico | RFP No. 2025-700
24 Josh Steeber
Local Government Relations Executive, West Energy
Valuable Public Agency Experience: As Team Lead for the City of Calexico’s Infrastructure Modernization and Utility Savings Program, Josh Steeber will oversee the development, implementation and performance monitoring of all program phases. He will serve as the primary liaison between the City, SitelogIQ’s internal engineering and construction teams and any partnering agencies to ensure project goals are achieved efficiently and transparently.

Josh brings over 14 years of experience delivering comprehensive energy and infrastructure modernization programs for California cities, counties and special districts. His portfolio includes leading multi-facility initiatives involving HVAC and lighting upgrades, solar PV and battery energy storage systems, EV charging infrastructure and building automation systems. He has supported numerous public clients—including the City of Lancaster, City of Santa Monica, County of Amador and Hesperia Recreation and Parks District—through all phases of modernization programs, from feasibility and funding strategy to implementation and long-term performance tracking.

His expertise in public-sector project management, funding coordination and regulatory compliance under California Government Code 4217 ensures that every program is executed with fiscal responsibility and measurable performance outcomes.

John Gajan, PE
President, West Energy
Background: John Gajan is a senior executive with more than 30 years of experience in energy services, renewable energy and energy efficiency.

He has a proven record of building market-leading organizations and delivering projects safely, on budget and with consistent results.

His expertise covers the full project lifecycle including sales, project development, engineering, construction and long-term operations and maintenance (O&M).

John is a licensed Professional Engineer (Mechanical) with deep experience in design and construction, project management, project development and engineering and planning.

Licenses
▶ California Professional Engineer #M32835
Professional Memberships & Associations
▶ American Society of Heating, Refrigeration & Air Conditioning Engineers (ASHRAE)
▶ Construction Management Association of America (CMAA) Industry
Experience
14+ years
Industry
Experience
30+ years
Education
Bachelor
of Science,
Engineering US
Merchant Marine
Academy
Certifications/
Registrations
California
Professional
Engineer, CA
#28891
City of Calexico | RFP No. 2025-700
25 Jonathan Brown, PE, CEM, LEED AP
Vice President, West Energy
Background: Jonathan Brown is a Professional Engineer (PE), Certified Energy Manager (CEM) and a LEED Accredited Professional (AP) for Building Design and Construction. He has 20+ years of industry experience, including with project development, design, implementation and O&M. Over the last five years, Jonathan has developed and implemented over 100 MWs of solar energy generation systems and 10 MWs of battery energy storage systems.

Responsibilities: Jonathan will provide executive oversight throughout the project development and implementation process. Jonathan’s primary responsibility is to ensure alignment between GTrans’ objectives and our company’s commitment to delivering high-value, sustainable energy solutions. He will serve as the key liaison between GTrans leadership and our internal teams, facilitating clear communication, addressing stakeholder priorities and ensuring contractual and project goals are achieved. His role is to oversee strategic direction, maintain accountability and foster a collaborative partnership focused on longterm success.

License/Certifications
3 California Professional Engineer #M32835
3 Certified Energy Manager (CEM), Association of Energy Engineers 3 Leadership in Energy and Environmental Design Accredited Professional (LEED AP), U.S. Green Building Council
Greg Olson
Senior Project Manager, West Energy
Background: Greg Olson has a proven track record of leading design-build projects, bringing together design and construction management to deliver efficient, high-quality results. He has developed and executed project plans that cover everything from design coordination and budgeting to scheduling and resource management, ensuring that K-12 school projects across California are completed successfully. His ability to review architectural and engineering documents for constructability and value engineering helps him anticipate potential challenges and implement cost-effective solutions. With experience managing more than $100 million in both modernization and new construction projects, he has worked closely with multiple disciplines to ensure projects meet regulatory requirements while maximizing efficiency and savings. His familiarity with the DSA approval process is evident from the initial design review of architectural and engineering documents to the coordination of inspections and testing and the final approval process.

In addition to managing budgets and contracts, he has taken the lead as the primary point of contact between project teams and stakeholders, keeping communication clear and collaboration seamless. He has successfully coordinated engineers, subcontractors and utility companies, improving project accuracy, streamlining execution and driving project revenue.

Industry
Experience
20+ years
Education
Bachelor
of Science,
Mechanical
Engineering,
California
Polytechnic
Institute, Pomona
Industry
Experience
20+ years
Education
Bachelor
of Science,
Mechanical
Engineering,
University of
Wyoming
City of Calexico | RFP No. 2025-700
26 Richard Martinez
Safety Manager, West Energy
Background: Richard Martinez is a U.S. Navy Seabee veteran with extensive expertise in construction management and project leadership.

A results-oriented Project Manager, he brings decades of experience directing subcontractor teams through every phase of construction.

As a Construction and Safety Manager, he has specialized in ESCO projects, collaborating with architects, engineers and field staff to deliver multimillion-dollar HVAC, solar and heavy construction projects successfully.

Responsibilities: Richard ensures construction projects stay on track by coordinating daily reporting and site walks with Superintendents to maintain safety and quality standards. He plans and schedules field coverage, confirming site presence two weeks in advance and works closely with subcontractors to align schedules. Building strong relationships with project owners, he keeps projects within scope and ensures all work meets required plans and specifications. He also answers contractor questions in the field, submits RFIs when needed, tracks addendums and modifications and supports the team through every phase of the project from development and bidding to design, implementation, commissioning and warranty.

Certifications
3 OSHA 30-Hour
Industry
Experience
30+ years
Education
Associate
of Science,
Construction
Management,
San Joaquin Delta
College
License
California
Contractor B,
C-36 General and
Plumbing #819721
Keegan Gothie, CEM
Project Development, West Energy
Background: Keegan Gothie has four years of engineering and consulting experience in the energy industry related to educational, municipal, commercial and residential developments. He earned his Master of Science degree in Energy and Environmental Management and a Graduate Certificate in Sustainable Environmental Planning and Management from the University of Connecticut.

Responsibilities: Keegan identifies and builds opportunities for projects primarily in the K-12 and local government spaces. These projects incorporate photovoltaic systems, battery energy storage systems, EV chargers, HVAC systems, lighting fixtures, controls and other energy conservation measures. Specific responsibilities related to these projects include performing energy engineering analyses and assessments, calculating financial performance, pinpointing procurement opportunities, coordinating with clients and subcontractors and determining overall project feasibility.

Certifications/Registrations
3 Certified Energy Manager (CEM) – Association of Energy Engineers 3 EPA Section 608, Type II – CalCERTS, Inc.

Industry
Experience
4+ years
Education
Master of Science
in Energy and
Environmental
Management,
University of
Connecticut
Bachelor of Arts
in Geography &
GIS, University of
California, Santa
Barbara
City of Calexico | RFP No. 2025-700
27 Scott Clemons, PE
Senior Electrical Engineer, West Energy
Background: Scott Clemons graduated from California Polytechnic State University with a Bachelor of Science in Electrical Engineering and focused in Power Systems, Photovoltaic Systems Design and Sustainable Energy Conversion.

He has over 10 years of experience designing projects including solar, advanced energy storage, fuel cell, electric vehicle charging, microgrid applications and general building industry design. He serves as a leading resource in electrical design, utility coordination and renewable power applications for public agencies, grant funded programs and private clientele.

Responsibilities: Scott will be responsible for project design, coordination with subcontractors, quality control and quality assurance of solar installation, Microgrid coordination, electrical service assessments and energy storage validation.

License/Certifications
3 California Professional Engineer #E23777
Industry
Experience
10+ years
Education
Bachelor of
Science, Electrical
Engineering,
California State
University, San
Luis Obispo
Certifications
OSHA 30-Hour
Ed Duncan
Construction Manager, West Energy
Background: Ed Duncan is a highly experienced construction professional with over 35 years of expertise across commercial and residential sectors.

His skill set includes project management, site supervision, design/build delivery, value engineering, permit processing and thorough knowledge of regulatory codes including OSPC, DSA (K-12), ADA and CalOSHA.

Ed is recognized for his strong leadership, customer service and safetyfirst approach. He is proficient in key project management tools including Procore and StructionSite and consistently delivers high-value projects while fostering lasting client relationships.

Responsibilities: Ed is responsible for day-to-day site operations, ensuring that each jobsite is safe, compliant and progressing according to plan.

Ed monitors contractor performance, oversees schedule adherence and manages on-site quality control to ensure all construction activities meet the City’s standards and expectations. He resolves field issues in real time, coordinating among trades and project partners to maintain momentum and avoid costly delays. Ed facilitates regular site meetings and reporting with City’s representatives, architects and inspectors, promoting transparency and accountability. From groundbreaking through final walkthrough, he serves as the City’s eyes and ears on the ground, safeguarding project integrity and ensuring the delivery of high-quality environments for City staff.

Industry
Experience
35+ years
Education
Bachelor
of Science,
Administration/
Real Estate-Land
Use, California
State University,
Sacramento
Certifications
OSHA 30-Hour
CPR Certified
City of Calexico | RFP No. 2025-700
28 Jocelyn M. Powell
IID Interconnections Specialist, West Energy
Background: Jocelyn M. Powell has a proven record in managing and supporting the engineering, operations, project managers and performance team for our Northern and Southern California clients.

She collaborates with internal team members and external clients to drive efficiency and effective implementation management practices.

She interacts with various utility companies and understands the interconnection process. She drives the schedule of solar projects and achieving permission to operate from the utility at each specific solar or battery site.

Responsibilities: Jocelyn works directly with utility companies to streamline interconnection timelines, expedite service upgrades and oversee new service installations and studies. She collaborates closely with project managers, sales teams and engineers to ensure interconnection applications and supporting documents are completed efficiently, leading projects to successful completion.

Industry
Experience
20+ years
Education
Bachelor of
Arts, Public
Administration,
Golden State
University, San
Francisco
Lesley Soekland, MBA
Director of Operations, West Energy
Background: Known for her can-do attitude and ability to drive projects, Lesley Soekland has successfully executed over $140M in solar projects since starting with SitelogIQ in 2015, including a single $30M project built in just 9 months. Her logic and business sense has fostered the successful development of subcontractor, supplier and customer relationships throughout the industry.

With varied experience across the construction industry (general contracting, mechanical, alarm, residential solar), Lesley is a leader in project planning and a natural coach for her colleagues. As a team member, Lesley is highly valued by all departments from Sales and Development through Construction, Operations and Maintenance.

In addition, from 2015-2020, she served as project manager (working with customers and design teams to get the project completed), construction manager (working in the field with subcontractors to resolve issues and coordinate with customer personnel onsite), quality control manager (validating installations were completed according to plan, code and to SitelogIQ standards) and commissioning agent (verifying the monitoring systems were operational and system performance met expectations) on all her projects.

Responsibilities: Lesley drives SitelogIQ’s best-in-class project delivery process and ensures the successful execution of projects to clients on-time and on-budget. As a working director, Lesley is both responsible for the operations team and for managing several of her own projects.

Certifications/Registrations
3 OSHA 30-Hour
Industry
Experience
18+ years
Education
Master of Business
Administration,
University of
Phoenix
Bachelor of
Science, General
Engineering,
California State
University, San
Luis Obispo
City of Calexico | RFP No. 2025-700
29 Matt Spence, PE, CEM
M&V Specialist, West Energy
Background: Matt has over 15 years of experience in account management, energy analysis, utility program design, and facility improvement project implementation. He oversees SitelogIQ’s Facility Solutions portfolio and manages Energy Manager and Energy Training programs for School Districts throughout California. Matt specializes in helping public agencies strengthen their energy proficiency and long-term sustainability planning.

He brings more than 10 years of dedicated Measurement & Verification (M&V) experience, conducting pre- and post-installation analysis, developing M&V plans in alignment with IPMVP protocols, validating energy savings, and preparing annual energy reports for districts and municipalities.

Matt also has extensive Solar Operations & Maintenance (O&M) experience, including performance monitoring, service coordination with EPC teams and solar contractors, optimization strategies to improve system production, and long-term asset management support. His work ensures system uptime, accurate reporting, and cost-effective performance over the lifecycle of renewable assets.

Prior to joining SitelogIQ, Matt served as a Corporate Account Manager for PG&E, managing deregulated energy programs for gas and electric customers.

Certifications/Registrations
3 Certified Energy Manager (CEM) – Association of Energy Engineers License/Certifications
3 California Professional Engineer #M39051
Industry
Experience
15+ years
Education
Master of Business
Administration,
Sonoma State
University
Bachelor
of Science,
Mechanical
Engineering,
California State
University, San
Luis Obispo
SitelogIQ | References
City of Calexico | RFP No. 2025-700 31
SitelogIQ, Inc. is proud of our strong, long-standing partnerships with cities, counties and public agencies throughout California. Our client relationships are built on trust, transparency and consistent communication, supported by a proven record of delivering complex infrastructure modernization, energy efficiency and renewable energy programs. The following references represent clients we have served on projects comparable in scope, magnitude and objectives to the City of Calexico’s Infrastructure Modernization and Utility Savings Program.

Each of these agencies can speak directly to SitelogIQ’s:
• Successful delivery of infrastructure modernization, solar PV, battery energy storage and major utility upgrades;
• Proven ability to execute work within occupied and operational environments with minimal disruption;
• Effectiveness of our integrated, turnkey program delivery approach; • Responsiveness, transparency and proactive communication with public agency partners;
• Consistent adherence to budget, schedule and quality performance metrics; and
• Technical expertise in funding compliance, permitting and coordination with state and local regulatory agencies.

We welcome the City of Calexico’s evaluation team to contact any of the following clients for direct feedback on SitelogIQ’s performance.

We invite the City of Calexico to contact any of our listed references, each of whom has expressed strong satisfaction with SitelogIQ’s performance, responsiveness and quality of service.

SECTION 5:

REFERENCES
350+
satisfied clients
City of Calexico | RFP No. 2025-700
32 Reference 1:

Client Agency: City of Thousand Oaks
Project Address: 1993 Rancho Conejo Blvd., Thousand Oaks, CA 91320 Project Scope: Solar PV
System Size: 359 kW
Project Schedule: 2020 – 2021
Client Contact Name: Clifford Finley, Public Works Director Client Contact Phone: 805.449.2399
Client Contact Email: [email protected]
Reference 2:

Client Agency: City of Indian Wells
Project Name: Energy Services Performance Contract
Project Scope: LED Lighting, HVAC Replacement, Solar PV, HVAC Controls, EOC Microgrid , EV Charging Stations
Project Schedule: 2021 – 2025
Client Contact Name: Chris Freeland, City Manager
Client Contact Phone: 760.346.2489
Client Contact Email: [email protected]
Reference 3:

Client Agency: County of Mariposa
Project Name: Countywide Energy Modernization Initiative Project Scope: LED Lighting, HVAC Re-Design/Replacement, Solar PV, HVAC Controls Project Schedule: 2022 – 2023
Client Contact Name: Miles Menetrey, Board Chair
Client Contact Phone: 209.819.9269
Client Contact Email: [email protected]
City of Calexico | RFP No. 2025-700
33 Reference 4:

Client Agency: City of Santa Cruz
Project Name: Energy Efficiency and Solar PV Program
Project Scope: LED Lighting, Solar PV
Project Schedule: 2022 – 2024
Client Contact Name: Filipina Warren, Public Works Operations Manager Client Contact Phone: 831.420.5559
Client Contact Email: [email protected]
Reference 5:

Client Agency: McCabe Union Elementary School District
Project Name: Energy Generation, Energy Efficiency and Modernization Program Project Scope: Solar PV, EV Charging, Building Controls (Pelican), HVAC Upgrades Project Schedule: 2023 – 2025
Client Contact Name: Mary Kay Monson, Superintendent
Client Contact Phone: 760.335.5200
Client Contact Email: [email protected]
Reference 6:

Client Agency: Brawley UHSD
Project Name: Energy Generation
Project Scope (Phase 1): Solar PV
Project Schedule (Phase 1): 2015 – 2016
Project Scope (Phase 2): Solar PV and Battery Storage
Project Schedule Phase 2: 2025 - CURRENT
Client Contact Name: Simon Canalez, Superintendent
Client Contact Phone: 760.312.6074
Client Contact Email: [email protected]
City of Calexico | RFP No. 2025-700
34 Reference 7:

Client Agency: Meadows Union School District
Project Name: Energy Generation, Energy Efficiency and Modernization Program Project Scope (Phase 1): Solar PV, EV Charging, Building Controls (Pelican Wireless), Project Schedule (Phase 1): 2024 – 2025
Project Scope (Phase 2): Solar PV, EV Charging, Parking Lot (new construction) Project Schedule Phase 2: 2025 - CURRENT
Client Contact Name: Keila Rodriguez, Superintendent
Client Contact Phone: 760.352.7512
Client Contact Email: [email protected]
Reference 8:

Client Agency: Heber Union Elementary School District
Project Name: Energy Generation, Energy Efficiency and Modernization Program Project Scope: Solar PV, Building Controls (Pelican), HVAC Upgrades Project Schedule: 2023 – 2025
Client Contact Name: Juan Cruz, Superintendent
Client Contact Phone: 760.337.6530
Client Contact Email: [email protected]
Reference 9:

Client Agency: Fallbrook Regional Health District
Project Name: Solar and Parking Lot Program
Project Scope: Solar PV Canopy Shade Systems, Parking Lot Remediation, ADA upgrades Project Schedule: 2023 – 2024
Client Contact Name: Rachel Mason, General Manager
Client Contact Phone: 909.838.8071
Client Contact Email: [email protected]
SitelogIQ | Litigation Disclosure
City of Calexico | RFP No. 2025-700 36
SitelogIQ, Inc. confirms that it has had no litigation, arbitration, or mediation related to energy savings performance contracts or Investment Grade Audit (IGA) agreements during the past five years.

SECTION 6:

LITIGATION

DISCLOSURE
SitelogIQ | Media Attachments
City of Calexico | RFP No. 2025-700 38
SitelogIQ has included a flash drive containing a short video presentation highlighting recent California infrastructure modernization, renewable energy and utility savings projects completed for public agencies. The video provides visual documentation of project scopes, construction sequencing, finished installations and client outcomes, along with client testimonials that reflect our partnership approach, communication and performance results. We have included this on the enclosed flash drive along with the full PDF proposal.

SECTION 7:

MEDIA

ATTACHMENTS
SitelogIQ | Funding Sources
City of Calexico | RFP No. 2025-700 40
SitelogIQ has an extensive record of helping public agencies secure and maximize state and federal funding through creative, compliant and proven financing strategies that make modernization programs both achievable and sustainable.

Funding Expertise
Our team has successfully facilitated and administered funding for hundreds of public sector projects through a range of state, federal and utility-supported programs, as well as innovative financial mechanisms tailored to municipal needs. We work closely with our clients to align project scope, cash flow and funding eligibility to ensure long-term affordability and performance outcomes.

Our experience includes leveraging the following funding sources and mechanisms:
▶ California Energy Commission (CEC) Programs, including the Energy Conservation Assistance Act (ECAA).
▶ Inflation Reduction Act (IRA) and federal energy tax incentives, supporting renewable generation and battery energy storage projects.
▶ Local incentive programs (Air Pollution Control District, IID, local Legislators) for demand-side management and electrification initiatives.
▶ Tax-Exempt Municipal Leases and Certificates of Participation (COPs), structured to use energy savings as the repayment source under Government Code 4217. ▶ Power Purchase Agreements (PPAs) and Energy Service Agreements (ESAs), enabling offbalance-sheet financing of renewable generation projects without upfront capital.

What distinguishes SitelogIQ is our ability to tailor funding solutions to each client’s operational and fiscal goals. Whether securing grant funds, combining utility incentives with municipal lease financing, or structuring performance-based repayment models, our approach prioritizes measurable savings, long-term sustainability and minimal impact to the general fund.

SECTION 8:

FUNDING

SOURCES
SitelogIQ | Savings
City of Calexico | RFP No. 2025-700 42
Through precise analysis, industry-standard measurement and verification protocols and ongoing performance monitoring, SitelogIQ ensures every project delivers verified, long-term utility savings that meet or exceed client expectations.

Savings Approach
SitelogIQ, Inc. utilizes a proven, data-driven methodology for projecting, guaranteeing and verifying energy and utility savings across all program phases. Our approach integrates engineering-based analysis, independent validation and real-time monitoring to ensure that all projected savings are accurate, measurable and sustainable over the long term.

Savings Projection Methodology
We begin by developing a detailed baseline of existing energy consumption using 12 to 36 months of utility data, site audits and equipment performance modeling. Energy conservation measures (ECMs) are then evaluated using industry-standard calculation tools and methodologies, including those outlined by the U.S. Department of Energy’s International Performance Measurement and Verification Protocol (IPMVP). Projected savings are calculated by comparing post-implementation performance to the pre-construction baseline, normalized for variables such as weather, operating hours and occupancy.

Savings Verification and Reporting
Following implementation, SitelogIQ conducts ongoing measurement and verification (M&V) to confirm actual performance and maintain accountability. We employ a combination of Option A (Retrofit Isolation), Option B (Calibrated Simulation) and Option C (Whole Facility) approaches as appropriate to the system type and scope. Savings data is collected through automated energy monitoring platforms and reported to the client via PROCORE® dashboards and periodic performance reports, detailing energy consumption, cost avoidance and environmental benefits.

SECTION 9:

SAVINGS
City of Calexico | RFP No. 2025-700
43 Monitoring Services and Client Reporting
Our monitoring services extend well beyond construction completion. SitelogIQ provides ongoing utility tracking, trend analysis and performance optimization support, ensuring sustained operational and cost savings. Clients receive transparent, easy-to-interpret performance summaries and have continuous access to dashboards showing verified savings, equipment status and carbon reduction metrics.

Performance Accountability
SitelogIQ stands behind its performance commitments. To date, across hundreds of California public agency projects, no client has experienced unmet guaranteed savings. In rare cases where measured results vary due to operational changes or external factors, our team performs detailed variance analysis and implements corrective measures—such as control recalibration or schedule adjustments—to restore full performance alignment.

Through this rigorous, transparent and client-focused approach, SitelogIQ ensures that every modernization and energy savings program deliver verifiable results, achieving both the financial and environmental objectives established at project inception.

SitelogIQ | Contracts, Forms
and Pricing
City of Calexico | RFP No. 2025-700 45
To assist the City’s review and understanding of our contracting process, we have provided representative sample agreements that demonstrate our standard framework for developing and implementing performance-based projects in accordance with California Government Code Section 4217. The sample Letter of Agreement defines the structure of the Investment Grade Audit (IGA), outlining the technical scope, schedule, and deliverables used to establish project feasibility, savings potential, and fixed implementation pricing. Following completion and City acceptance of the IGA, the sample Energy Services Agreement (ESA) serves as the basis for design and construction of approved measures and includes a customized Measurement and Verification (M&V) Plan, which is developed after the IGA to document how guaranteed savings are measured and validated.

SECTION 10:

CONTRACTS,

FORMS AND

PRICING
City of Calexico | RFP No. 2025-700
46 Page | 12
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

PRICING PROPOSAL
Infrastructure Modernization & Utility Savings Program
Pursuant to and in compliance with your Notice Requesting Proposals and all other documents relating thereto, the undersigned respondent, having familiarized himself with the terms and conditions of the proposal documents, hereby proposes and agrees to perform the work to be done and to provide all labor and materials necessary to perform the work.

Name of Respondent: _____________________________________________________ INVESTMENT GRADE AUDIT (IGA):

Does the respondent require an IGA agreement be entered into before a scope of work, turnkey price and guaranteed savings can be finalized?
YES NO
If an IGA agreement is required, does it include exit fees and/or penalties in the event the City chooses not to implement the IGA findings?

YES NO N/A
What is the respondent’s price to complete an IGA?
$___________________per square foot
IMPLEMENTATION:

What is the respondent’s profit fee for program implementation? Overhead % ____________________
Profit % _______________________
SitelogiQ Inc.

8.5 4.5

0.00 City of Calexico | RFP No. 2025-700
47 www.sitelogiq.com
CA License #1054171
November 10, 2025
Benjamin Martinez
City Manager
City of Calexico
608 Heber Avenue
Calexico, CA 92231
RE: Facility Solution Project Feasibility and Letter of Agreement (LOA) Dear Mr. Martinez,
This Letter of Agreement (LOA) is intended to briefly describe the manner in which SitelogIQ and City of Calexico (Client) will work together during the project development process, as well as the obligations of each party with respect to the development process.

Client Identification: City of Calexico
Client Sites:

1. City Hall, 608 Heber Avenue, Calexico, CA

2. Police Station, 420 E. Fifth Street, Calexico, CA

3. Fire Station I, 430 E. Fifth Street, Calexico, CA

4. Fire Station II, 900 W. Grant Street, Calexico, CA

5. Camarena Library, 850 Encinas Avenue, Calexico, CA

6. Community Center, 707 Dool Avenue, Calexico, CA

7. Traffic Control Office, 101 Paulin Avenue, Calexico, CA

8. International Airport, 801 W. Second Street, Calexico, CA

9. Wastewater Treatment Plant, 298 W. Second Street, Calexico, CA

10. Water Treatment Plant, 545 Pierce Avenue, Calexico, CA

11. Public Works Yard, 549 Pierce Avenue, Calexico, CA

12. Raw Water Reservoir, 500 block of Sam Ellis Street, Calexico, CA

13. Eastside Water Reservoir, 800 block Cole Blvd., Calexico, CA

14. Various City Parks and Green-Areas

15. Various Lift Stations

16. Various Street Lights
Area of Focus:

City of Calexico | RFP No. 2025-700
48 2
SitelogIQ will provide a proposal and Facility Solution agreement for the implementation of facility improvements, energy conservation, energy generation, or energy management services.

Scope of Services:

A. SitelogIQ will conduct a site visit to the Client Sites to perform a physical audit and collect data. The Client will cooperate and collaborate with SitelogIQ during this phase by providing copies of requested data, including (if available): Site and system drawings, historical operating data produced or recorded by existing controls or meters, manual logs, and any other data that may be pertinent to this evaluation.

B. Client will also make operational personnel available at reasonable times for inperson and telephone interviews with SitelogIQ to answer questions about existing facilities conditions, operating profile and existing equipment operation.

C. Where operational data is not available to support the analysis, SitelogIQ will utilize standard engineering practices and assumptions to provide a conservative analysis on the potential energy savings from installing the energy conservation measures.

D. SitelogIQ will also analyze the potential for energy generation measures.

E. SitelogIQ will recommend energy management and on-going monitoring services.

F. For each of the targeted Energy Conservation Measures (ECMs), estimated (projected) operating costs will be calculated and then compared to existing operating costs. Existing conditions will be evaluated using data-logged or stipulated and mutually agreed operational schedules.

G. SitelogIQ will prepare a return on investment analysis (consistent with the client’s preferred evaluation methods based on agreed upon Economic Criteria noted below).

H. SitelogIQ will provide budgetary construction costs estimates and a summary City of Calexico | RFP No. 2025-700
49 3
Scope of Work for all recommended ECMs. Cost estimates will represent a “turnkey” solution. Refer to Attachment A for the list of discussed potential ECM’s to be evaluated.

I. The results will be presented to client as a recommended Scope of Work and a financial proforma (such as a Cash Flow) which will include costs and energy savings for the next 25 years with escalation of no more than 6% and including future maintenance & repair costs. As a result, True Cost of Ownership is presented to the client for their review and consideration.

Clarification on SitelogIQ’s Obligations:

Consistent with California Government Code Section 1097.6, SitelogIQ’s duties and services under this LOA shall not include preparing or assisting the Client with any portion of the Client’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the Client.

The Client enters this LOA shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of the project(s) proposed under this LOA. SitelogIQ’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. SitelogIQ shall cooperate with the public entity to ensure that all potential participants in a future project proposed under this LOA have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by SitelogIQ pursuant to this LOA.

Client Responsibilities:

In order for SitelogIQ to provide the services described in this LOA, the Client agrees to provide (or cause its energy suppliers to provide) SitelogIQ with the data requested in Attachment B.

Development Efforts:

Client acknowledges that SitelogIQ will incur considerable expense in developing the Project. This expense includes the cost to by SitelogIQ’s development team, the cost to visit the Site, and the cost to prepare the financial proforma. SitelogIQ is acting hereunder as an independent contractor and not as an agent or employee of the Client. SitelogIQ shall not represent or otherwise hold out itself or any of its directors, officers, partners, employees, or agents to be an agent or employee of the Client.

Ownership of Work:

City of Calexico | RFP No. 2025-700
50 4
All work products, including all proforma’s, schedules, and scope of work documentation provided by SitelogIQ, will only become the property of the Client upon execution of a binding, irrevocable contract between the Client and SitelogIQ for the implementation of the ECMs proposed by SitelogIQ. Notwithstanding the foregoing, to the extent that any tangible work documentation produced by SitelogIQ contains SitelogIQ’s pre-existing materials (including but not limited to templates, forms, and other SitelogIQ -created materials), SitelogIQ will remain the sole and exclusive owner of all such pre-existing materials.

Interconnection Application:

If applicable, SitelogIQ may request important Distribution System information from the local utility regarding planned solar interconnection points, prior to submitting an Interconnection Application during construction of a Solar Generation PV Array. The purpose is to avoid or address early in the design phase any existing utility infrastructure that may prohibit or delay the construction of a Solar Generation PV Array at any of the listed sites above.

Development Fee:

SitelogIQ will develop the Project for the firm, fixed fee of zero dollars.

In the event that the Client enters into a contract with SitelogIQ for the implementation of ECMs within 60 days after presenting the Proposal, then the Development Fee will be waived. If the Client enters into a contract with SitelogIQ at a later date, the Development Fee paid by the Client will be credited toward the project’s total implementation cost.

If SitelogIQ cannot meet the Economic Criteria, Client will not compensate SitelogIQ for its Development Fee.

Economic Criteria:

The Client has represented to SitelogIQ that Client agrees to move forward with the project if the project is shown to reduce the operational expenses at the site over the useful life of the project. The main financial objective of the project is as follows:

Provide a self-funded program, which pays for itself through expense reductions and minimizes the Client’s contribution and meets the requirements of California Government Code 4217.10 et seq.

This LOA shall be construed and enforced in accordance with the laws of the State of California without regard to principles of conflicts of law.

City of Calexico | RFP No. 2025-700
51 5
If you agree with the provisions set forth in this LOA, kindly sign and date the LOA below and return one fully-executed copy to my attention. Thank you again for providing SitelogIQ with the opportunity to work on this important initiative.

Acceptance of Letter of Agreement
This Letter of Agreement is between City of Calexico and SitelogIQ, Inc.

City of Calexico SitelogIQ, Inc.

Name: Benjamin Martinez Name: John Gajan
Title: City Manager Title: President
Date: Date:

City of Calexico | RFP No. 2025-700
52 6
Attachment A:

Potential Facility Improvement, Energy Conservation, Energy Generation, and Energy Management Measures to be considered.
• Heating Ventilation & Air Conditioning (HVAC) system optimization, retrofit, upgrade or replacement
• Interior, exterior and sport lighting upgrades
• Street light upgrades
• Building Automation System (BAS) installation, upgrade, or expansion • Water / wastewater efficiency improvements
• Solar and other renewable technology
• Battery energy storage
• Water conservation
• Building envelope upgrades
• Other related infrastructure improvements
• Other training, remote monitoring services, and on-going support services that will ensure objectives of program are met over the term of the agreement
City of Calexico | RFP No. 2025-700
53 7
Attachment B:

Pre-audit Information Request (typical)
# Must Have Nice to Have
Utility Information
1 Electric, Gas, Water, Oil, Other: Utility
supplier and contact
all data in excel format; 3 to 5 years. Client
Access through Utility API.
2 Summary of monthly usage and cost (1
year minimum, 3 years preferred)
Utility Rate structures
3 Copies of actual Utility bills for one year Kilo Watt (kW) and Kilo Volt Amp (kVA) Data:

Monthly Peaks & 15-minute interval
4 What are the interconnection or other
major electrical codes that we need to be
aware of, e.g., for islanding from the utility,
for connecting to a substation, etc.

Utility Meters: main & sub-meters- layout
drawing, locations, areas they feed
5 What is the power rating of equipment
(Volts, Amps, Hz)?
Facility Information
1 Age, Total building area (sq. feet.),
Conditioned Area, window area, number
of rooms, common facilities
Roof type & age, window type & age, any
window films, etc?
2 Operation schedule, monthly occupancy
data
3 Complete set of building plans (original &
as-builts); at a minimum, overall
architectural plan, main mechanical
schedule, electrical single-line diagram;
Please scan & pdf all the building as-built
drawings.
4 Any problems regarding guest comfort
(humidity, hot/cold areas, mold, etc.)
Equipment Maintenance logs & schedule
(indicate recurring problems)
City of Calexico | RFP No. 2025-700
54 8
5 Any major renovation projects in the last 3
years? Or plans to renovate
Air balance report, Facility Assessment
Plan
City of Calexico | RFP No. 2025-700
55 Contractor License# 1054171
4217 ENERGY SERVICES MASTER AGREEMENT
by and between
City of Calexico
and
SitelogIQ, Inc
1651 Response Road, Suite 300
Sacramento, California 95815
CA Contractor License #: 1054171
November 10, 2025
City of Calexico | RFP No. 2025-700
56 SIQ/City of Calexico
November 10, 2025
1 Table of Contents

1. DEFINITIONS. .................................................................................................................................... 6

2. CONTRACTOR CERTIFICATIONS ........................................................................................................ 6

2.1. Drug-Free Workplace / Tobacco-Free Environment Certification (Exhibit B-1).................. 6

2.2. Asbestos & Other Hazardous Materials Certification (Exhibit B-2)..................................... 6

2.3. Iran Contracting Act Certification (Exhibit B-3)................................................................... 6

2.4. Workers Compensation Certificate (Exhibit B-4) ................................................................ 6

2.5. Prevailing Wage Certification (Exhibit B-5) ......................................................................... 6

2.6. Payment Bond (Exhibit B-6) ................................................................................................ 6

2.7. Performance Bond (Exhibit B-7).......................................................................................... 6

2.8. Non-Collusion Declaration (Exhibit B-8).............................................................................. 6

3. GENERAL........................................................................................................................................... 6

3.1. Scope of Work ..................................................................................................................... 6

3.2. Contract Price...................................................................................................................... 7

3.3. Protective Measures ........................................................................................................... 7

3.4. Prevailing Wage................................................................................................................... 7

3.5. Unanticipated Conditions.................................................................................................... 8

3.6. Labor.................................................................................................................................... 9

3.7. Insurance ............................................................................................................................. 9

3.8. Performance of the Work.................................................................................................... 9

3.9. Hazardous Materials..........................................................................................................10

3.10. Suspension of the Work ....................................................................................................11

3.11. Taxes..................................................................................................................................12

3.12. Liens ...................................................................................................................................12 City of Calexico | RFP No. 2025-700
57 SIQ/City of Calexico
November 10, 2025
2 3.13. Compliance with Applicable Laws.....................................................................................12

3.14. Environmental Attributes, Incentives, and Energy Credits...............................................12

3.15. Independent Contractor....................................................................................................13

3.16. Subcontractors..................................................................................................................13

3.17. Performance & Payment Bonds........................................................................................14

3.18. Title; Risk of Loss ...............................................................................................................14

4. PRICE AND PAYMENT .....................................................................................................................14

4.1. Contract Price....................................................................................................................14

4.2. Payment ............................................................................................................................15

5. COMMENCEMENT & COMPLETION ...............................................................................................17

5.1 Commencement and Substantial Completion ..................................................................17

5.2. Final Completion. ..............................................................................................................18

5.3. Inspection..........................................................................................................................19

6. REPRESENTATIONS & WARRANTIES...............................................................................................19

6.1. Representations and Warranties of Contractor................................................................19

6.2. Representations and Warranties of Owner. .....................................................................20

7. BREACH & TERMINATION...............................................................................................................21

7.1. Termination by Owner ......................................................................................................21

7.2. Termination by Contractor................................................................................................22

7.3. Indemnity ..........................................................................................................................22

7.4. Limitations of Liability .......................................................................................................23

8. MISCELLANEOUS ............................................................................................................................24

8.1. Representatives .................................................................................................................24

8.2. Ownership of Plans, Data, Reports and Material..............................................................24

8.3. Governing Law...................................................................................................................25 City of Calexico | RFP No. 2025-700
58 SIQ/City of Calexico
November 10, 2025
3 8.4. Force Majeure ...................................................................................................................25

8.5. Dispute Resolution ............................................................................................................25

8.6. Notices and Demands........................................................................................................26

8.7. Nondisclosure....................................................................................................................26

8.8. Time of Essence.................................................................................................................27

8.9. Validity ...............................................................................................................................27

8.10. Binding Effect ....................................................................................................................27

8.11. Modifications .....................................................................................................................28

8.12. Headings............................................................................................................................28

8.13. Counterparts; Signature Pages..........................................................................................28

8.14. Announcements and Publications.....................................................................................28

8.15. Complete Agreement........................................................................................................28

8.16. No Agency..........................................................................................................................28

8.17. Priority of Documents .......................................................................................................29

8.18. Assignment........................................................................................................................29

8.19. No Waiver..........................................................................................................................29 Exhibit A – Definitions ................................................................................................................................. 31 Exhibit B – Certifications..............................................................................................................................37 Exhibit B-1: Drug-Free Workplace/Tobacco Free Environment Certification ................................38 Exhibit B-2: Asbestos & Other Hazardous Materials Certification .................................................40 Exhibit B-3: Iran Contracting Act Certification ...............................................................................41 Exhibit B-4: Workers’ Compensation Certification.........................................................................43 Exhibit B-5: Prevailing Wage and Related Labor Requirements Certification................................44 Exhibit B-6: Payment Bond.............................................................................................................46 Exhibit B-7: Performance Bond ......................................................................................................48 City of Calexico | RFP No. 2025-700
59 SIQ/City of Calexico
November 10, 2025
4 Exhibit B-8: Non-Collusion Declaration ..........................................................................................50 Exhibit C – Work Orders ..............................................................................................................................51 Exhibit E – Insurance ...................................................................................................................................52 Exhibit F – Certificate of Substantial/Final Completion...............................................................................54 Exhibit G – Notice to Proceed......................................................................................................................56 City of Calexico | RFP No. 2025-700
60 SIQ/City of Calexico
November 10, 2025
5 ENERGY SERVICES AGREEMENT
This ENERGY SERVICES AGREEMENT (“Agreement”), dated as of November 10, 2025, (“Effective Date”), is by and between City of Calexico, a California city, organized and existing under the laws of the State of California (“Owner”) and SitelogIQ, Inc, a Delaware corporation (“Contractor”) (each a “Party” and collectively, the “Parties”).

RECITALS
WHEREAS, Owner wishes to reduce energy consumption and operational expenses through the installation of energy conservation and energy generation technologies; WHEREAS, California Government Code § 4217.10 et seq. authorizes a city to enter into agreements, contracts and related documents with private sector entities for developing energy generation and conservation projects upon Owner’s finding that the anticipated costs for such services provided under this Agreement, together with any financing costs, will be less than the anticipated marginal energy costs to Owner; WHEREAS, Owner has assigned specific areas on Owner properties (each one, a “Site”) on which the energy generation and conservation measures (each one, a "System") will be constructed; WHEREAS, Owner wants to engage Contractor, and Contractor desires to provide the design, procurement, and installation of the Systems at each Site all in accordance with the terms and conditions set forth in this Agreement;
WHEREAS, Contractor is a full-service energy services company with the technical capabilities to provide services to the Owner, including, but not limited to, energy and energy system auditing, engineering, design, procurement, construction management, installation, construction, financing, training, monitoring and verification, maintenance, operation, and repair;
WHEREAS, Owner may issue additional work orders from time to time to complete such energy or related projects as long as the project meets the requirements of California Government Code 4217.10 et seq. and does not exceed the Contract Price; and
WHEREAS, Owner’s Governing Board, after holding a hearing at a regularly scheduled public hearing and after having provided two weeks advanced notice of such hearing, made all findings requires by Government Code section § 4217.12 for the Owner to enter into this Agreement; NOW THEREFORE, in consideration of the mutual promises set forth below, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree as follows:

City of Calexico | RFP No. 2025-700
61 SIQ/City of Calexico
November 10, 2025
6 AGREEMENT

1. DEFINITIONS.

Unless otherwise required by the context in which any term appears: (a) capitalized terms used in this Agreement shall have the respective meanings set forth in Exhibit A; (b) the singular shall include the plural and vice versa; (c) the word “including” shall mean “including, without limitation,” (d) references to “Sections” and “Exhibits” shall be to sections and exhibits of this Agreement; (e) the words “herein”, “hereof” and “hereunder” shall refer to this Agreement as a whole and not to any particular section or subsection; and (f) references to this Agreement shall include a reference to all attached Exhibits, as the same may be amended, modified, supplemented or replaced from time to time.

2. CONTRACTOR CERTIFICATIONS
This Agreement includes the following contractor certifications, the forms of which are attached in Exhibit B, which must be completed by Contractor prior to commencement of the work on the Systems:

2.1. Drug-Free Workplace / Tobacco-Free Environment Certification (Exhibit B-1)

2.2. Asbestos & Other Hazardous Materials Certification (Exhibit B-2)

2.3. Iran Contracting Act Certification (Exhibit B-3)

2.4. Workers Compensation Certificate (Exhibit B-4)

2.5. Prevailing Wage Certification (Exhibit B-5)

2.6. Payment Bond (Exhibit B-6)

2.7. Performance Bond (Exhibit B-7)

2.8. Non-Collusion Declaration (Exhibit B-8)

3. GENERAL

3.1. Scope of Work
(a) Contractor shall furnish to Owner energy efficiency upgrades and the engineering, design, procurement, construction management, installation, construction, monitoring, and commissioning of energy generation systems installed at various sites (collectively, the upgrades and Systems shall be referred to as the "Project"). (b) Operations and maintenance are not a part of this Agreement. Owner shall enter into a separate contract for operations and maintenance with Contractor prior to Substantial Completion of the Work.
(c) Project will be executed by individual Work Orders, detailed in Exhibit C (“Work”). (d) Work shall be performed in accordance with this Agreement and Exhibits attached hereto.

City of Calexico | RFP No. 2025-700
62 SIQ/City of Calexico
November 10, 2025
7 (e) If applicable, construction work shall not commence at the Site prior to DSA approval of the Project plans.

3.2. Contract Price
(a) Contract Price. Subject to adjustments and/or the issuance of additional of Work Orders as set forth in this Agreement, Contractor agrees to perform the Work for the price as defined in each Work Order ("Work Order Price") as detailed in Exhibit C. The total value of this Agreement is the summation of the Work Order Prices ("Contract Price"). (i) Payment of each Work Order Price shall be made in compliance with the process described in Exhibit C.

3.3. Protective Measures
(a) Contractor shall be responsible for all injury or damage to individuals or property that may occur as a result of its fault or negligence, or that of its Subcontractors, in connection with the performance of the Work.
(b) Contractor shall take all reasonably necessary precautions for the safety of its employees and any and all other individuals present on the Site where the System is located and prevent accidents or injury to individuals on, about, or adjacent to the premises where the Work is being performed.
(c) Contractor shall keep the relevant part of the Site where the System is located and surrounding areas free from accumulation of waste materials or rubbish caused by the Work, and at the end of each Day that the Contractor performs the Work, Contractor shall remove any debris, store such debris in containers at its sole expense, and leave the Site in a clean and orderly condition. Upon Final Completion, Contractor shall remove from the relevant part of the Site where the System is located all waste materials, rubbish, debris, debris containers, tools, Equipment, machinery and surplus materials from the Site and leave the Site in a clean and orderly condition.

3.4. Prevailing Wage
(a) California Labor Code. Contractor shall comply with all applicable provisions of the California Labor Code, Division 2, Part 7, Chapter 1, Articles 1-5, including (without limitation) the payment of the general prevailing per diem wage rates for public work projects as required by law. In addition, Contractor and each Subcontractor shall comply with Chapter 1 of Division 2, Part 7 of the California Labor Code, commencing with Section 1720, and including Sections 1735, 1777.5 and 1777.6 forbidding discrimination, and Sections 1776, 1777.5 and 1777.6 concerning the employment of apprentices by Contractor or Subcontractor. (b) Davis-Bacon Act. If Work under this Agreement is financed partially with federal funds, to the extent required by such financing, Contractor shall also comply with all applicable provisions of the Davis-Bacon Act (40 U.S.C. 3141-48). Specifically, those provisions found at Title 29 CFR

5.5 requiring Contractor to pay the laborers and mechanics employed on the Project, on a weekly basis, no less than the wages and benefits that are prevailing in the area as determined by the Secretary of Labor.

City of Calexico | RFP No. 2025-700
63 SIQ/City of Calexico
November 10, 2025
8 (c) Certified Payroll Records. This Project is subject to the requirements of Subchapter 4.5 of Chapter 8 of Title 8 of the California Code of Regulations. Contractor and all subcontractors must furnish certified payroll records to the Department of Industrial Relations' Compliance Monitoring Unit at least monthly, or within 10 days of any separate request by the Compliance Monitoring Unit, in the manner required by the Compliance Monitoring Unit. (d) Payment Withholding. Pursuant to 8 CCR 16463(e), the Owner may withhold contract payments when payroll records are delinquent or inadequate or as required by the Labor Commissioner. The amount withheld shall be limited to those payments due or estimated to be due to the Contractor or Subcontractor whose payroll records are delinquent or inadequate, plus any additional amount that the Labor Commissioner has reasonable cause to believe may be needed to cover a back wage and penalty assessment against the Contractor or Subcontractor whose payroll records are delinquent or inadequate; provided that the Contractor shall be required in turn to cease all payments to a Subcontractor whose payroll records are delinquent or inadequate until the Labor Commissioner provides notice that the Subcontractor has cured the delinquency or deficiency. (e) Site Access. Contractor shall provide site access to Department of Industrial Relations personnel upon request.
(f) Prevailing Wage Notice. On each job site that is subject to compliance monitoring and enforcement by the Department of Industrial Relations, the Contractor shall post at appropriate, conspicuous, weatherproof points at the site the Notice of Projects Subject to Requirements of Subchapter provided in Title 8, section 16451(d) of the California Code of Regulations.
(g) Prevailing Rate Penalty. Contractor shall, as a penalty, forfeit not less than Two Hundred Dollars ($200.00) to the Owner for each calendar day or portion thereof, for each worker paid less than the prevailing rates as determined by the Director of the Department of Industrial Relations for such work or craft in which such worker is employed for the Work by the Contractor or by any Subcontractor, of any tier, in connection with the Work. Pursuant to California Labor Code §1775, the difference between prevailing wage rates and the amount paid to each worker each calendar day, or portion thereof, for which each worker paid less than the prevailing wage rate, shall be paid to each worker by Contractor.

3.5. Unanticipated Conditions
Contractor will conduct a full and complete visual inspection of each Site, including (a) the readily apparent surface conditions of any areas where a System will be installed in or on the ground, including areas where utilities are located such as manhole covers, pull boxes, marked underground service areas, etc., (b) all staging, storage, delivery, and other areas necessary to perform the Work, (c) ingress to and egress from each Site for all supplies, personnel and Equipment, and (d) all as-built drawings, Site layout, easement and other documentation provided by Owner to Contractor as set forth in Exhibit C and Exhibit G. Upon request, Contractor will provide documentation associated with the inspection to Owner, including all findings. If any conditions exist, arise, or are discovered at the Sites that differ materially from: (i) the information contained in the documents referenced in Exhibit C and Exhibit G, (ii) the assumption that the soils at the Sites have an allowable vertical bearing pressure of 2,000 psf and a lateral bearing pressure City of Calexico | RFP No. 2025-700
64 SIQ/City of Calexico
November 10, 2025
9 of 300 psf/ft below natural grade, or (iii) those conditions that Contractor discovered or should have reasonably discovered based on the inspections set forth in the first sentence of this Section

2.4, including without limitation, conditions related to Hazardous Materials or archeological findings, soils conditions, or subsurface obstructions of which Contactor was not aware on the date of this Agreement or could not reasonably be expected to anticipate based on the inspection described above, and such conditions involve the incurrence by Contractor of any material expenses to correct or accommodate such conditions (hereinafter, “Unanticipated Condition”), Contractor shall submit a request for approval of a Change Order and payment of the related expenses to Owner. Owner and Contractor may mutually agree to reduce portions of the Work to offset the Change Order request to comply with Owner budget limits.

3.6. Labor
Contractor shall be responsible for all Contractor labor-related delays or disruption of the progress of the Work that result from Contractor’s acts or omissions. Contractor shall promptly take any and all reasonable steps that may be available in connection with the resolution of violations of collective bargaining agreements or labor jurisdictional disputes. Contractor shall advise Owner promptly in writing of any actual or threatened labor dispute of which Contractor has knowledge that might materially affect the performance of the Work by Contractor or by any of its Subcontractors. Contractor shall not be responsible for labor disputes, including union related strikes, walkouts, and lockouts outside of Contractor’s control.

3.7. Insurance
(a) Contractor and Owner, at their own expense, shall procure or cause to be procured and maintain or cause to be maintained in full force and effect at all times commencing no later than commencement of the Work at the Site and until Final Completion, all insurance coverage specified in Exhibit E.
(b) Owner and any lenders to the Owner shall be added as additional insureds under the commercial general liability, automobile liability and umbrella/excess liability insurance procured and maintained by Contractor in connection with the Work. Contractor shall not add Owner or any lender as additional insureds under its worker’s compensation insurance policy.
(c) Each Party shall furnish current certificates indicating that the insurance required under this Agreement is being maintained. Each Party’s certificate shall contain a provision whereby the insurer agrees to give the other Party thirty (30) days (or ten (10) days in the event of failure to pay premiums) written notice before the insurance is cancelled.

3.8. Performance of the Work
(a) Contractor shall supervise and direct the Work, using Contractor’s best skill and attention.

Contractor shall be solely responsible for all methods, techniques, sequences and procedures, and shall coordinate all portions of the Work. Owner will deal only through Contractor, who shall be responsible for the proper execution of the entire Work. In performing any professional services, Contractor shall perform such services with the care and skill ordinarily City of Calexico | RFP No. 2025-700
65 SIQ/City of Calexico
November 10, 2025
10 used by members of the subject profession practicing under similar circumstances at the same time in the same locality.
(b) Contractor agrees to use and agrees that it shall require each of its Subcontractors to use, only personnel who are qualified and properly trained and who possess every license, permit, registration, certificate or other approval required by Applicable Law or any Governmental Authority to enable such Persons to perform their Work involving any part of Contractor’s obligations under this Agreement.
(c) Contractor agrees that all materials and Equipment to be supplied or used by Contractor or its Subcontractors in the performance of its obligations under this Agreement shall be new (if being incorporated into the System) or in good operating condition (if not being incorporated into the System) and fit for the use(s) for which they are employed by Contractor or its Subcontractors. Such materials and Equipment shall at all times be maintained, inspected and operated pursuant to Industry Standards and as required by Applicable Law. Contractor further agrees that all licenses, permits, registrations and certificates or other approvals required by Applicable Law or any Governmental Authority will be procured and maintained for such materials and Equipment at all times during the use of the same by Contractor or its Subcontractors in the performance of any of Contractor’s obligations under this Agreement.

3.9. Hazardous Materials
(a) Contractor hereby specifically agrees to indemnify, defend and hold Owner, their present and future Board members, administrators, employees, agents, representatives, successors and assigns harmless from and against any and all losses, liabilities, claims, demands, damages, causes of action, fines, penalties, costs and expenses (including, but not limited to, all reasonable consulting, engineering, attorneys’ or other professional fees) up to the amount referenced in Section 7.4(b) of this Agreement, that they may incur or suffer by reason of:
(i) any release of a Hazardous Material brought on to the Site by Contractor; and (ii) any disturbance or release of pre-existing Hazardous Materials caused by Contractor’s sole negligence, provided the Owner made Contractor aware of such pre-existing Hazardous Materials; and
(iii) Any enforcement or compliance proceeding commenced by or in the name of any Governmental Authority because of an alleged, threatened or actual violation of any Applicable Law by Contractor.
(b) Owner hereby specifically agrees to indemnify, defend and hold Contractor, its present and future direct or indirect parents, subsidiaries, affiliates, divisions, and their respective directors, officers, employees, shareholders, agents, representatives, successors and assigns harmless from and against any and all losses, liabilities, claims, demands, damages, causes of action, fines, penalties, costs and expenses (including, but not limited to, all reasonable consulting, engineering, attorneys’ or other professional fees), that they may incur or suffer by reason of:
(i) any release of a Hazardous Material brought on to the Site by Owner, Owner Representative, or Owner’s contractors on other projects; City of Calexico | RFP No. 2025-700
66 SIQ/City of Calexico
November 10, 2025
11 (ii) any pre-existing Hazardous Material that through Owner’s negligence, are released or distributed at the Site, with the exception of pre-existing Hazardous Material released or disturbed at the Site through Contractor’s negligence; (iii) any enforcement or compliance proceeding commenced by or in the name of any Governmental Authority because of an alleged, threatened or actual violation of any Applicable Law by Owner or Owner Representative; and (iv) any action reasonably necessary to abate, remediate or prevent a violation or threatened violation of any Applicable Law by Owner or Owner Representative.

3.10. Suspension of the Work
(a) If Contractor does not receive payment of any undisputed invoices submitted in accordance with Section 4.2, Contractor shall have the right, upon not less than fifteen (15) days written notice, to suspend the Work under this Agreement. Contractor shall be entitled to compensation for all undisputed amounts under this Agreement. If Ownerissues full payment of the undisputed invoice within fifteen (15) days of written notice of intention to suspend, the notice of intention to suspend shall have no further force or effect and Contractor shall continue to perform the services hereunder as if the notice of intention to suspend had not been given. In the event of any such suspension, Contractor shall be entitled to request (i) an extension of the deadlines of this Agreement for the same period of the suspension, and (ii) the reimbursement of the additional costs and expenses, if any, reasonably incurred and substantiated by Contractor (provided Contractor undertakes reasonable efforts to mitigate such costs and expenses) in protecting, securing or insuring the Work, the delay resulting from such suspension, and in resumption of the Work. If a suspension of the Work under this Section 3.10(a) continues for more than two (2) months, Contractor shall be entitled to, at its sole discretion, terminate this Agreement.
(b) Owner may suspend the Work temporarily at its discretion. In the event of any such suspension, Contractor shall be entitled to request (i) an extension of the deadlines of this Agreement for the same period of the suspension, and (ii) the reimbursement of the additional costs and expenses, if any, reasonably incurred and substantiated by Contractor (provided Contractor undertakes reasonable efforts to mitigate such costs and expenses) in protecting, securing or insuring the Work, the delay resulting from such suspension, and in resumption of the Work. If a suspension of the Work under this Section 3.10(b) continues for more than six (6) months, Contractor shall be entitled, at its sole discretion, to terminate this Agreement.
(c) After the resumption of the performance of the Work, Contractor shall, after due notice to Owner, examine the Work affected by the suspension. Contractor shall make good any defect, deterioration or loss of the construction or the Work affected that may have occurred during the suspension period. Costs properly incurred by Contractor (including but not limited to demobilization and mobilization costs, insurance fees, and repair cost) shall be added to the Work Order Price, so long as the suspension did not arise due to any sole act, omission, or default on the part of Contractor.

City of Calexico | RFP No. 2025-700
67 SIQ/City of Calexico
November 10, 2025
12 3.11. Taxes
The Work Order Price includes (and Contractor assumes exclusive liability for and shall pay before delinquency) all federal, state or local sales, use, value added, excise and other taxes, charges or contributions imposed on, or with respect to all Equipment and Contractor’s services contemplated by this Agreement, provided that Owner shall pay and have exclusive liability with respect to any taxes payable with respect to Owner’s income. Contractor shall hold harmless, indemnify and defend Owner, together with any and all its governing board, administrators, agents and employees from any liability, penalty, interest and expense by reason of Contractor’s failure to pay such taxes, charges or contributions.

Contractor and Owner shall cooperate with each other to minimize the tax liability of both Parties to the extent legally permissible.

3.12. Liens
Contractor warrants good title, free and clear of all liens, claims, charges, security interests, and encumbrances whatsoever, to all Equipment and other items furnished by it or any of its Subcontractors that become part of the System to the extent payment therefore has been received by Contractor from Owner.

3.13. Compliance with Applicable Laws
(a) Contractor specifically agrees that it shall at all times fully comply with Applicable Laws and that it shall perform the Work in accordance with the Applicable Laws. Notwithstanding the foregoing, Contractor’s responsibility for any environmental liabilities shall be governed by Section 3.9.
(b) Owner specifically agrees that in the performance of its obligations under this Agreement it shall at all times fully comply with Applicable Laws.

3.14. Environmental Attributes, Incentives, and Energy Credits (a) Contractor acknowledges that Owner shall retain all rights and interests to the performance based incentive payments made under the California Solar Initiative. (b) Owner acknowledges that Contractor shall own, and may assign or sell in its sole discretion, all rights, title, and interest associated with or resulting from the development, construction, installation and ownership of the System or the production, sale, purchase or use of the energy output including, without limitation:
(i) All Environmental Incentives arising from the Environmental Attributes associated with the System;
(ii) The reporting rights and exclusive rights to claim that: (i) the energy output was generated by the System (except as stated in paragraph (a)), (ii) Contractor is responsible for the reductions in emissions of pollution and greenhouse gases resulting from the System, (iii) Contractor is entitled to all credits, certificates, registrations, etc., evidencing or representing any of the foregoing; City of Calexico | RFP No. 2025-700
68 SIQ/City of Calexico
November 10, 2025
13 (iii) All carbon reduction tonnage as defined under the Climate Action Reserve or similar definition as enacted by the State of California or the U.S. Federal Government (“Carbon Credits”);
(iv) All “renewable energy credits” (as such term is defined in Section 399.12(h)(2) of the California Public Utilities Code);
(v) All Environmental Incentives hereafter enacted into law, whether under federal, state or local law, arising from the Environmental Attributes of the System or the energy output or production, sale, purchase, consumption or use of the energy output from the System, expressly excluding, however, any future Environmental Incentives that are or may be dependent on ownership of the System for federal tax purposes.
(c) The Carbon Credits, renewable energy credits, grants and future Environmental Incentives as described herein shall be referred to collectively as “Energy Credits”. The Contractor may assign, sell, transfer or otherwise convey all or any part of its right, title, and interest in and to the Energy Credits from time to time as it may determine to be in its best interest. Owner shall take such steps as Contractor shall reasonably request to confirm Contractor's ownership of Energy Credits as herein provided and shall cooperate with Contractor, to the extent Contractor reasonably requests and at Contractor's expense, in the sale or other disposition of Energy Credits.
(d) Owner recognizes that Contractor shall be the designer under this project may be eligible for a tax deduction for energy efficient commercial buildings under §179D of the Internal Revenue Code. Owner shall cooperate with Contractor in completing the paperwork and certifications necessary to allow Contractor to claim any §179D or other energy efficient commercial buildings tax deduction.

3.15. Independent Contractor
Contractor acts hereunder as an independent contractor and not as an agent or employee of the Owner.

The Contractor shall not represent or otherwise hold out itself or any of its directors, officers, partners, employees, or agents to be an agent or employee of the Owner. Contractor understands and agrees that Contractor and all of Contractor’s employees shall not be considered officers, employees, agents, partner, or joint venture of Owner, and are not entitled to benefits of any kind or nature normally provided employees of Owner and/or to which Owner’s employees are normally entitled, including, but not limited to, State Unemployment Compensation or Worker’s Compensation. Contractor shall assume full responsibility for payment of all federal, state and local taxes or contributions, including unemployment insurance, social security and income taxes with respect to Contractor’s employees.

3.16. Subcontractors
To the extent required by law, Contractor shall be responsible for the acts and omissions of Subcontractors.

Contractor shall be responsible for performance of all the Work, whether performed by Contractor or, to the extent required by law, its Subcontractors. Owner shall not undertake any obligation to pay or to be responsible for the payment of any sums to any Subcontractor. The Owner shall have no responsibility for settling Subcontractor claims or disputes.

City of Calexico | RFP No. 2025-700
69 SIQ/City of Calexico
November 10, 2025
14 3.17. Performance & Payment Bonds
See individual Work Orders in Exhibit C for bonding requirements. Bonds shall be provided in substantially similar form to Exhibits B-6 and B-7.

3.18. Title; Risk of Loss
(a) From Effective Date and until the date of Substantial Completion for the Work subject to the applicable Work Order, and subject to Sections 3.18(b) and 3.18(c), Contractor assumes risk of loss and full responsibility for the cost of replacing or repairing any damage to the System and all damages to and defects in materials, Equipment, supplies and maintenance equipment (including temporary materials, equipment and supplies) that are purchased by Contractor for permanent installation in or for use during construction of the System. (b) Unless changed by separate or subsequent agreement, Owner shall bear the risk of loss and full responsibility with respect of the System from and after the date of Substantial Completion of the Work subject to the Work Order.
(c) Notwithstanding anything herein to the contrary, and except as set forth in a separate or subsequent agreement, the Owner shall bear the risk of loss and full responsibility for the cost of replacing or repairing any damage to that portion of the System applicable to the Work Order and all materials, Equipment, supplies and maintenance equipment (including temporary materials, equipment and supplies) that are purchased by Contractor or Owner for permanent installation in or for use during construction of the System to the extent caused by the negligent, grossly negligent or willful acts of Owner or its agents, employees or representatives.
(d) Title to all materials, Equipment, supplies and maintenance equipment required by this Agreement, to be purchased by Contractor for permanent installation as part of the System or for use by Owner in the operation of that portion of the System subject to the particular Work Order shall pass to the Owner upon the achievement of Substantial Completion of the Work required by that Work Order.

4. PRICE AND PAYMENT

4.1. Contract Price
(a) The Work Order Price is firm and fixed and includes all expenses to be incurred by Contractor including, but not limited to, Equipment and materials, erection, commissioning, inclusive of cost of travel and lodging expenses, Applicable Permits (other than the Owner Permits) and taxes, related to Contractor’s performance of its obligations under this Agreement. (b) Any Changes to the System or Work above and beyond code requirements and Industry Standards requested by the Owner shall be resolved through a Change Order to this Agreement.
(c) Any additional Work not otherwise specified in Exhibit C shall be resolved through a Change Order to this Agreement. Contractor shall not begin any additional Work until execution of City of Calexico | RFP No. 2025-700
70 SIQ/City of Calexico
November 10, 2025
15 the Change Order. Contractor shall not be held liable for any costs associated with delays resulting from Owner’s failure to execute a Change Order required by this Section 4.1(c). (d) Owner and Contractor may mutually agree to reduce portions of the Work to offset the Change Order request to comply with Owner budget limits. (e) The Work Order Price shall only be changed by Change Order approved by Contractor and Owner.
(f) When a Change Order is proposed, the Contractor shall furnish a breakdown of actual costs, itemized by materials, labor, subcontract work, taxes, overhead and profit. Subcontract work shall also be itemized.

4.2. Payment
(a) Cost Breakdown: Prior to submitting Contractor’s first request for payment, the Contractor shall prepare and submit to the Owner a cost breakdown (schedule of values) showing the major work items for each trade or operation required in construction of the Project. The work items shall be sufficiently detailed to enable the Owner to accurately evaluate the completion percentages requested by the Contractor. The cost for each work item shall include overhead and profit. The total of all work item costs shall equal the amount of the Agreement.
(b) Scope of Payment: Payment to the Contractor at the unit price or other price fixed in the Agreement for performing the work required under any item or at the lump sum price fixed in the Agreement for performing all the work required under the Agreement, shall be full compensation for furnishing all labor, materials, equipment and tools necessary to the work, and for performing and completing, in accordance with the specifications, all work required under the item or under the Agreement, and for all expense incurred by the Contractor for any purpose in connection with the performance and completion of the work. (c) Progress Payments: The Contractor will, on or about the last day of each month, make an estimate of the value of the work completed by Contractor in the performance of the Agreement. These estimates shall be subject to the review and approval of the Owner. The first such estimate will be of the value of the work completed after the Contractor commenced the performance of the Agreement, and every subsequent estimate, except the final estimate, will be of the value of the work completed since the immediately preceding estimate. Such estimates will be based on labor, materials and equipment incorporated into the work, and items of materials and equipment delivered to the Project. The Contractor shall be responsible for the security and protection of such materials and equipment delivered to the Project and not incorporated in the work. Within thirty (30) calendar days after the approval of each estimate for progress payment, the Owner will pay to the Contractor an amount equal to ninety five (95) percent of the approved estimate. Payments may at any time be withheld if in the judgment of the Owner the work is not proceeding in accordance with the Agreement, the Contractor is not complying with the requirements of the Agreement, stop notices have been timely filed, the estimate contains an error, or the Owner has incurred costs or requests reasonable financial assurances regarding defective work by City of Calexico | RFP No. 2025-700
71 SIQ/City of Calexico
November 10, 2025
16 the Contractor. The Owner shall pay interest on all progress payments not made within thirty (30) days at the rate specified in California Public Contract Code section 20104.50. (d) Final Payment: Within thirty (30) days after all required work is fully completed in accordance with the Agreement, the Contractor shall submit a final invoice for the total value of the work completed in accordance with the Agreement, which shall be subject to review and approval by the Owner. As required by law, Owner shall pay Contractor the unpaid balance of the Agreement price of the work, or the whole Agreement price of the work if no progress payment has been made, determined in accordance with the terms of the Agreement, less such sums as may be lawfully retained under any provision of the Agreement, including, but not limited to, amounts retained for damages, for stop notices, for third-party claims for which the Contractor is required to indemnify the Owner, for defective work and costs incurred by the Owner in connection therewith, or for other such claims and damages attributable to the Contractor (“Final Payment”). Prior progress estimates and payments are subject to correction in the Final Payment. Tender of the Final Payment shall constitute denial by the Owner of any unresolved claim. Contractor’s acceptance of the Final Payment shall operate as a full and final release to the Owner and its agents from any and all unasserted claims Contractor has, or may have, related to this Agreement. Owner shall make Final Payment to SitelogIQ within thirty (30) days of receipt of Contractor’s final invoice. The Owner shall pay interest if final payment is not made within thirty (30) days at the rate specified in California Public Contract Code section 20104.50.
(e) Payments Do Not Imply Acceptance of Work: The granting of any progress payment or payments by the Owner or the receipt thereof by the Contractor shall not constitute acceptance of the work or of any portion thereof, and shall in no way lessen the liability of the Contractor to replace unsatisfactory work or material, whether or not the unsatisfactory character of such work or material was apparent or detected at the time such payment was made.
(f) Retention of Sums Charged Against Contractor: It is mutually understood and agreed that when under any provision of this Agreement the Owner shall charge any sums of money against the Contractor, the amount of such charge shall be deducted and retained by the Owner from the amount of the next succeeding progress estimate, or from any other monies due or that may become due the Contractor on account of the Agreement. If on completion or termination of the Agreement such monies due the Contractor are found insufficient to cover the Owner's charges against the Contractor, the Owner shall have the right to recover the balance from the Contractor or the Contractor’s sureties. (g) Release: The Contractor and each assignee under an assignment in effect at the time of Final Payment shall, if required by the Owner, execute and deliver at the time of Final Payment and as a condition precedent to Final Payment, a release in form and substance satisfactory to and containing such exemptions as may be found appropriate by the Owner, discharging the Owner, its officers, agents and employees of and from liabilities, obligations and claims arising under this Agreement.
(h) Payment to Sub-contractors and Suppliers: The Contractor shall pay each sub-contractor and supplier promptly on receipt of each progress payment from the Owner for the materials, labor and equipment delivered to the site or incorporated in the work by each sub-contractor City of Calexico | RFP No. 2025-700
72 SIQ/City of Calexico
November 10, 2025
17 during the period for which the progress payment is made, less any retention as provided above.
(i) Stop Notice Costs: The Owner reserves the right to charge the Contractor or surety, or to withhold from release of retention, all costs incurred by the Owner, including attorney’s fees, for processing and defending stop notice claims.
(j) Contractor shall be entitled to, an increase in the Contract Price where the cost to Contractor for any labor, raw-material or component (including without limitation, solar panels, tracking equipment, inverters, lighting and mechanical system components or any other equipment or materials necessary to complete the work required by this Agreement) increases after the date of this Agreement. Such increase may be determined by the relative index for such labor, equipment, or material component including but limited to Consumer Price Index, The Steel Index, Commodity Indexes, etc. Contractor shall be entitled to an equitable adjustment in time and money for any costs that it incurs directly or indirectly that arise out of or relate to changes in taxes, tariffs, or similar charges due to such changes including, without limitation, escalation, delay damages, costs to re-procure, costs to change suppliers, costs of manufactured equipment or system components, or other costs of any kind resulting from the changes.

5. COMMENCEMENT & COMPLETION

5.1 Commencement and Substantial Completion
(a) Contractor shall perform the Work as soon as practicable following the receipt of Notice To Proceed payment and receipt of Site title reports and as-built drawings from the Owner. (b) The Contractor shall achieve Substantial Completion as set forth in Work Order. Contractor may claim a justified extension of the Substantial Completion Date if it is or will be delayed in completing the Work for one or more of the following causes:
(i) Unanticipated Conditions which directly affect the Project Milestones; (ii) Changes in the design, scope, or schedule of the Project required by the Owner; (iii) Breach of this Agreement by Owner;
(iv) Suspension of the Work pursuant to Section 3.10; or (v) Force Majeure Event.
(c) The following are conditions precedent to Substantial Completion:
(i) the System is mechanically, electrically, and structurally constructed in accordance with the requirements of this Agreement, the Work and Industry Standards, except for non-critical punchlist items that do not affect operations; (ii) the electrical infrastructure and the grid connection for the System is mechanically, electrically and functionally complete and capable of interconnection with the local utility;
City of Calexico | RFP No. 2025-700
73 SIQ/City of Calexico
November 10, 2025
18 (iii) Owner and Contractor shall have agreed on the punchlist items. For clarity purposes, the punchlist shall include final as-built drawings, operation and maintenance manuals, operation and maintenance training, permission to operate by local utility, Performance Test, and final lien waivers; and (iv) all necessary documents have been submitted to the local public utility and all Work has been completed to the extent necessary for the local utility to issue a permission to operate.
(d) When Contractor believes it has achieved Substantial Completion, Contractor shall provide notice to Owner containing sufficient detail to enable Owner to determine that Contractor has complied fully with the requirements of Section 5.1(c). Within five (5) Business Days after receipt of such notice, Owner shall either issue to Contractor the Certificate of Substantial Completion in a form similar to Exhibit F, or, if reasonable cause exists for doing so, advise Contractor by notice (stating the reasons therefore) that Substantial Completion has not been achieved. In the event Owner determines that Substantial Completion has not been achieved in accordance with the conditions precedent in Section 5.1(c), Contractor shall promptly take such action or perform such Work as is required to achieve Substantial Completion and shall thereupon issue to Owner another notice as set forth above. This procedure shall be repeated until such time as Owner has acknowledged Substantial Completion subject to Section 5.1(f). (e) All punchlist items shall be completed no later than sixty (60) Business Days after Substantial Completion Date unless otherwise delayed by the local utility. Failure of Contractor to fulfill this obligation shall entitle Owner to complete the pending works on its own. Owner shall issue final payment to Contractor minus the cost to complete remaining or incomplete punchlist items.
(f) Any dispute between Owner and Contractor with respect to the projected achievement of Substantial Completion as contemplated by this Section 5.1(c) shall be resolved in accordance with Section 8.5(b).

5.2. Final Completion.
(a) Final Completion of the System shall be deemed to have occurred only if:
(i) all punchlist items contemplated in Section 5.1(c)(iii) have been completed or waived;
(ii) all manuals, drawings and other documents expressly required to be delivered by Contractor hereunder have been delivered to Owner;
(iii) on-site operation and maintenance training as required has occurred; (iv) all final lien waivers have been obtained;
(v) a Certificate of Final Completion in a form similar to Exhibit F is duly signed by Owner’s Representative and the Contractor’s Representative; and (vi) the local utility has provided a permission to operate.

City of Calexico | RFP No. 2025-700
74 SIQ/City of Calexico
November 10, 2025
19 (b) Upon Final Completion, Contractor shall submit to Owner a Certificate of Final Completion in a form similar to Exhibit F certifying that all of the foregoing conditions have been satisfied.

Owner shall, within five (5) Business Days after the receipt by Owner of such written certificate, shall execute an acknowledgment of such certificate if Contractor has achieved Final Completion or provide written notice of Contractor’s failure to achieve Final Completion. Contractor shall promptly take such action or perform such Work as is required to achieve Final Completion and shall thereupon issue to Owner another notice as set forth above. This procedure shall be repeated until such time as Owner has acknowledged Final Completion subject to Section 5.2(c).
(c) Payment of retention from the Agreement, less any sums withheld pursuant to the terms of this Agreement or applicable law, shall not be made to the Contractor sooner than thirty (30) calendar days after the date the Owner acknowledges Final Completion. (d) Any dispute between Owner and Contractor with respect to the projected achievement of Final Completion as contemplated by this Section 5.2(a) shall be resolved in accordance with Section 8.5(b).

5.3. Inspection.

All Work performed by Contractor and all Equipment shall be subject to inspection by Owner, but such right of inspection of the Work or Equipment shall not relieve Contractor of responsibility for the proper performance of the Work or Equipment to the extent provided under this Agreement. Contractor shall provide to Owner or Owner’s designee access to Contractor’s facility or facilities where the Work is being performed during business hours, and subject to compliance with Site safety rules and policies. Ownershall ensure that the inspections do not affect the normal performance of this Agreement unless Work is not in compliance with this Agreement.

6. REPRESENTATIONS & WARRANTIES

6.1. Representations and Warranties of Contractor.

Contractor represents and warrants to Owner that:
(a) Contractor is a Delaware corporation, duly organized, validly existing, and in good standing under the laws of the State of Delaware, and has full power to engage in the business it presently conducts and contemplates conducting, and is and will be duly licensed or qualified and in good standing under the laws of the State of California and in each other jurisdiction wherein the nature of the business transacted by it makes such licensing or qualification necessary and where the failure to be licensed or qualified would have a material adverse effect on its ability to perform its obligations hereunder. (b) Contractor has (either directly or through a Subcontractor) all the required authority, ability, skills, experience and capacity necessary to perform and shall diligently perform the Work in a timely and professional manner, utilizing sound procurement principles, project management procedures, construction procedures and supervisory procedures, all in accordance with Industry Standards. Contractor has (either directly or through a City of Calexico | RFP No. 2025-700
75 SIQ/City of Calexico
November 10, 2025
20 Subcontractor) the experience and skills necessary to determine, and Contractor has reasonably determined, that Contractor can perform the Work for the Work Order Price. (c) The execution, delivery and performance by Contractor of this Agreement will not (i) violate or conflict with any covenant, agreement or understanding to which it is a party or by which it or any of its properties or assets is bound or affected, or its organizational documents or (ii) subject the System or any component part thereof to any lien other than as contemplated or permitted by this Agreement.
(d) There are no undisclosed actions, suits, proceedings, patent or license infringements or investigations pending or, to Contractor’s knowledge, threatened against it before any court or arbitrator that individually or in the aggregate could result in any materially adverse effect on the business, properties or assets or the condition, financial or otherwise, of Contractor or in any impairment of its ability to perform its obligations under this Agreement. (e) All goods, services, equipment, parts, and materials furnished in connection with the Work related to the System are new, unused and undamaged at the time of delivery to the Site. (f) The individual executing this Agreement on behalf of Contractor is duly authorized to execute and deliver this Agreement on behalf of Contractor and this Agreement is binding upon Contractor in accordance with its terms.

6.2. Representations and Warranties of Owner.

Owner represents and warrants to Contractor that:
(a) Owner is a California city duly organized, validly existing, and in good standing under the laws of the State of California and has full legal capacity and standing to pursue its purpose (including the capacity to dispose of and encumber all of its assets) and full power to engage in the business it presently conducts and contemplates conducting. (b) The execution, delivery and performance by Owner of this Agreement will not (i) violate or conflict with any covenant, agreement or understanding to which it is a party or by which it or any of its properties or assets is bound or affected, or its organizational documents or (ii) subject the System or any component part thereof or the Site or any portion thereof to any lien other than as contemplated or permitted by this Agreement. (c) There are no undisclosed actions, suits, proceedings, patent or license infringements or investigations pending or, to Owner’s knowledge, threatened against it before any court or arbitrator that individually or in the aggregate could result in any materially adverse effect on the business, properties or assets or the condition, financial or otherwise, of Owner or in any impairment of its ability to perform its obligations under this Agreement. (d) Owner will exercise commercially reasonable efforts to procure funding for the Project within 180 days of the Effective Date.
(e) Owner has proof of funds, to the satisfaction of the Contractor, that are necessary from time to time to pay Contractor the Work Order Price in accordance with the terms of this Agreement.

City of Calexico | RFP No. 2025-700
76 SIQ/City of Calexico
November 10, 2025
21 (f) The individual executing this Agreement on behalf of Owner is duly authorized to execute and deliver this Agreement on behalf of Owner and this Agreement is binding upon Owner in accordance with its terms.

7. BREACH & TERMINATION

7.1. Termination by Owner
(a) Contractor agrees that Owner shall be entitled to terminate this Agreement upon the occurrence of any of the following circumstances:
(i) Except as otherwise permitted under this Agreement, Contractor abandons the entire Work for more than ninety (90) days or fails to commence the Work within one-hundred and eighty (180) days after receiving the Funding Date payment, and after expiration of said period fails to commence or continue performance of the Work within ten (10) business days of Contractor’s written notice from Owner to commence or continue performance of the Work; (ii) Contractor commits a material breach of this Agreement, and Contractor does not commence the cure of said breach and thereafter diligent pursuant to completion the cure of said breach, within thirty (30) days following Contractor’s receipt of written notice thereof from Owner, or (iii) Contractor makes a general assignment for the benefit of creditors, or a receiver is appointed on account of its insolvency, or it becomes the subject of any proceeding commenced under any federal or state insolvency statute or law for the relief of debtors.
(b) Upon the occurrence of any of the foregoing, Owner may instruct Contractor to discontinue all or any part of the Work, and Contractor shall thereupon discontinue the Work of such parts thereof. Owner shall thereupon have the right to continue and complete the Work or any part thereof, by contract or otherwise.
(c) Upon exercising commercially reasonable efforts, Owner shall be entitled to terminate this Agreement if it is unable to procure funding for the Project within 180 days of the Effective Date. Upon this occurrence, Owner shall have no further obligation to Contractor. (d) If Owner elects to terminate this Agreement for any reason other than provided herein, Owner shall reimburse Contractor for all expenses incurred prior to termination, including but not limited to development and engineering cost prior to the Effective Date. (e) If any covenant, condition or restriction upon the Site prohibits the installation of the System at the Site, Owner has the right to terminate this Agreement. Upon such termination, provided it is not due to the negligence or misconduct of the Contractor or its subcontractors, agents or representatives, Owner shall pay to Contractor for all services rendered up to and including the date of termination; plus all costs incurred with respect to equipment or materials ordered (which order cannot be refunded, terminated or such costs otherwise recovered by Contractor) prior to the date of termination; plus, if applicable, amounts payable to Subcontractors arising from costs or expenses reasonably incurred by such City of Calexico | RFP No. 2025-700
77 SIQ/City of Calexico
November 10, 2025
22 Subcontractor and directly resulting from such termination; plus, if applicable, costs incurred by Contractor in demobilizing its work force from Site; plus all engineering and development cost incurred by Contractor prior to the Effective Date.

7.2. Termination by Contractor
(a) Without limiting the provisions of Section 8.5, Owner agrees that upon the occurrence of any of the following, Owner shall reimburse Contractor for all expenses incurred prior to termination, including but not limited to development and engineering cost incurred prior to the Effective Date:
(i) If Owner makes a general assignment for the benefit of creditors, or a receiver is appointed on account of its insolvency, or it becomes the subject of any proceeding commenced under any federal or state insolvency statute or law for the relief of debtors.
(ii) If Owner fails to make any payment to Contractor hereunder when due, which failure remains uncured for thirty (30) days following Owner’s receipt of written notice thereof from Contractor, the Owner shall be in breach and Contractor shall have all rights and remedies that may be available under Applicable Law against Owner with respect thereto, including without limitation the right to suspend performance of the Work or terminate this Agreement as set forth in Section 3.10.

7.3. Indemnity
(a) Contractor shall fully indemnify, save harmless and defend Owner from and against any and all costs, claims, and expenses incurred by Owner and their successors, assigns, governing board members, administrators, managers, employees, agents, affiliates and partners in connection with or arising from any claim by a third party for physical damage to or physical destruction of property, or death of or bodily injury to any person (other than Affiliates of Owner) arising from or relating to Contractor’s performance of its obligations under this Agreement, but only to the extent caused by (a) the negligence, gross negligence or willful misconduct of Contractor or its Subcontractors, agents or employees or others under Contractor’s control or (b) a breach by Contractor of its obligations hereunder. (b) Owner shall fully indemnify, save harmless and defend Contractor and its successors, assigns, officers, directors, members, managers, employees, agents, affiliates and partners in connection with or arising from any claim by a third party for physical damage to or physical destruction of property, or death of or bodily injury to any person (other than Affiliates of Contractor or Subcontractors) arising from or relating to this Agreement, but only to the extent caused by (a) the negligence, gross negligence or willful misconduct of Owner or its agents or employees or others under Owner’s control or (b) a breach by Owner of its obligations hereunder.
(c) Each Party shall indemnify, defend and hold the other Party, and its present and future governing board members, administrators, direct and indirect parents, subsidiaries and Affiliates and their directors, officers, shareholders, employees, agents and representatives City of Calexico | RFP No. 2025-700
78 SIQ/City of Calexico
November 10, 2025
23 harmless from and against any and all claims, actions, suits, proceedings, losses, liabilities, penalties, damages, costs or expenses (including attorneys’ fees and disbursements) of any kind whatsoever arising from (a) actual or alleged infringement or misappropriation by such Party (or in the case of Contractor, any Subcontractor) of any patent, copyright, trade secret, trademark, service mark, trade name, or other intellectual property right in connection with the System, including without limitation, any deliverable, (b) such Party’s (and in the case of Contractor, any Subcontractor’s) violation of any third-party license to use intellectual property in connection with the Work, including, without limitation, any deliverable.

Notwithstanding the foregoing, the indemnification obligations of Contractor set forth in this Section 7.3(c) shall not apply when the claim of infringement arises from a particular design, process or product of a particular manufacturer or manufacturers that Contractor is directed by Owner to use in connection with the Contract Documents, unless the Contractor has reason to believe there is an infringement of such intellectual property right. (d) If any claim is brought against a Party (the “Indemnified Party”) that gives rise to a potential indemnity claim under this Section 7.3, then the Indemnified Party shall give written notice of said claim to the other Party (the “Indemnifying Party”). Upon receipt of written notice of the claim, the Indemnifying Party shall be entitled to participate in, and, unless in the opinion of counsel for the Indemnifying Party a conflict of interest between the Parties may exist with respect to such claim, assume the defense of such claim, with counsel reasonably acceptable to the Indemnified Party. Where the Indemnifying Party has elected not to assume the defense of a claim that gives rise to a potential indemnity claim under this Section 7.3, the Indemnifying Party shall reimburse the Indemnified Party for its reasonable and necessary defense expenses to the extent said claim is adjudged to be covered under the indemnity obligations. Even if the Indemnifying Party assumes the defense of the Indemnified Party with acceptable counsel, the Indemnified Party, at its sole option, may participate in the defense, at its own expense, with counsel of its own choice without relieving the Indemnifying Party of any of its obligations hereunder.

7.4. Limitations of Liability
(a) No Consequential Damages. IN NO CIRCUMSTANCES SHALL THE CONTRACTOR OR OWNER

OR ANY OF THEIR RESPECTIVE OFFICERS, MEMBERS OR EMPLOYEES BE LIABLE FOR PUNITIVE,

CONSEQUENTIAL OR EXEMPLARY DAMAGES OF ANY NATURE INCLUDING, BUT NOT LIMITED

TO, DAMAGES FOR LOST PROFITS OR REVENUES OR THE LOSS OF USE OF SUCH PROFITS OR

REVENUE, LOSS BY REASON OF PLANT SHUTDOWN OR INABILITY TO OPERATE AT RATED

CAPACITY, COSTS OF REPLACEMENT POWER OR CAPITAL, DEBT SERVICE FEES OR PENALTIES,

INVENTORY OR USE CHARGES, DAMAGES TO REPUTATION, DAMAGES FOR LOST

OPPORTUNITIES, REGARDLESS OF WHETHER SAID CLAIM IS BASED UPON CONTRACT,

WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW. NOTWITHSTANDING THE FOREGOING, THE LIMITATIONS ON PARTIES’ LIABILITY FOR CONSEQUENTIAL, PUNITIVE OR EXEMPLARY DAMAGES IN THIS SECTION 7.4(a) SHALL NOT APPLY TO THE PARTIES’ RESPECTIVE INDEMNITY OBLIGATIONS AS SET FORTH IN THIS AGREEMENT FOR SUCH DAMAGES WHEN SUCH DAMAGES ARE SOUGHT BY THIRD PARTIES. (b) Maximum Liability. Whether an action or claim is based on warranty, contract, tort or otherwise, under no circumstance shall (i) Owner’s total liability arising out of or related to City of Calexico | RFP No. 2025-700
79 SIQ/City of Calexico
November 10, 2025
24 this Agreement exceed the Contract Price or available insurance proceeds whichever is greater, and (ii) Contractor's total liability arising out of or related to this Agreement exceed the Contract Price or available insurance proceeds whichever is greater.

8. MISCELLANEOUS

8.1. Representatives
(a) Owner Representative. Owner designates, and Contractor agrees to accept, Jesus Villegas Peimbert, Public Works Director/City Engineer , as Owner Representative for all matters relating to Contractor’s performance of the Work. The actions taken by Owner Representative regarding such performance shall be deemed the acts of Owner and shall be fully binding for Owner. Owner may, upon written notice to Contractor, pursuant to Section

8.6 hereof, change the designated Owner Representative. (b) Contractor Representative. Contractor designates, and Owner agrees to accept, John Gajan as Contractor Representative for all matters relating to Contractor’s performance under this Agreement. The actions taken by Contractor Representative shall be deemed the acts of Contractor and shall be fully binding for Contractor. Contractor may, upon written notice to Owner, pursuant to Section 8.6 hereof, change the designated Contractor Representative. (c) Power of Representatives. The Parties shall vest their Representatives with sufficient powers to enable them to assume the obligations and exercise the rights of Contractor or Owner, as applicable, under this Agreement.
(d) Notices to Representative. Notwithstanding Sections 8.1(a) and 8.1(b), all amendments, Change Orders, notices and other communications between Contractor and Owner contemplated herein shall be delivered in writing and otherwise in accordance with Section

8.6. 8.2. Ownership of Plans, Data, Reports and Material (a) Subject to Sections 8.2(c), Contract Documents developed by Contractor under this Agreement shall become the property of Owner when prepared and shall be delivered to Owner upon completion of the Work; provided that nothing in the foregoing shall impair, alter or otherwise affect Contractor’s proprietary rights in its patents, products or other intellectual property.
(b) Any additional inventions or intellectual property created during performance of this Agreement shall be owned by Contractor.
(c) Contractor further agrees to grant and hereby grants to Owner an irrevocable, non-exclusive, royalty-free license under all patents, copyrights and other proprietary information of Contractor related to the Work now or hereafter owned or controlled by Contractor to the extent reasonably necessary for the operation, maintenance or repair of the System or any subsystem or component thereof designed, specified, or constructed by Contractor under this Agreement. No other license in such patents and proprietary information is granted pursuant to this Agreement.

City of Calexico | RFP No. 2025-700
80 SIQ/City of Calexico
November 10, 2025
25 8.3. Governing Law
The formation, interpretation and performance of this Agreement shall be governed by and construed in accordance with the laws of the State of California. In the event of any Dispute that is not resolved pursuant to Section 8.5, the Parties hereto agree to submit to the jurisdiction of any court of competent jurisdiction within California and shall comply with all requirements necessary to give such court jurisdiction.

8.4. Force Majeure
Contractor shall promptly notify Owner in writing of any delay or anticipated delay in Contractor’s performance of this Agreement due to a Force Majeure Event, and the reason for and anticipated length of the delay. Contractor shall deliver such notice as soon as reasonably practicable, but in any event within seventy-two (72) hours of Contractor’s becoming aware of such delay. Contractor shall be excused for any delays or defaults in the performance of its obligations under this Agreement that are the result of a Force Majeure Event. Contractor shall be entitled to a reasonable extension of time for delays due to a Force Majeure Event; provided that any Work done or materials furnished by Contractor in restoring or rebuilding the System will be paid for by Owner as an approved Change Order.

8.5. Dispute Resolution
(a) Good faith negotiations. In the event that any question, dispute, difference or claim arises out of or in connection with this Agreement, including any question regarding its existence, validity, performance or termination (a “Dispute”), which either Party has notified to the other, senior management personnel from both Contractor and Owner shall meet and diligently attempt in good faith to resolve the Dispute for a period of thirty (30) days following one Party’s written request to the other Party for such a meeting. If, however, either Party refuses or fails to so meet, or the Dispute is not resolved by negotiation, the provisions of Sections 8.5(b), 8.5(c) and 8.5(d) shall apply to the extent applicable to the Dispute. (b) Technical Dispute. Technical Disputes shall be resolved by a mutually agreed upon independent expert. For the purposes of this Agreement, a “Technical Dispute” shall mean a Dispute regarding whether the System conforms to the Industry Standards and applicable Building Codes, whether the relevant part of the Site where the System is located meets the required Site characteristics, and any other Disputes of a technical or engineering nature. All Technical Disputes shall be resolved on an accelerated basis by a nationally recognized professional expert unless otherwise agreed in writing by Contractor and Owner. Parties will share equally in the cost of the independent expert engaged to resolve Technical Disputes. (c) Non-Binding Mediation. If the Dispute remains unresolved, a Party may require that a nonbinding mediation take place with a mediator mutually chosen by Owner and Contractor. If Owner and Contractor are unable to agree on a mediator, then either may request that the American Arbitration Association (the “AAA”) to appoint a mediator. The mediator’s fee and expenses shall be paid one-half by Owner, and one-half by Contractor. In any such mediation, representatives of the Parties with authority to resolve the dispute shall meet for at least three hours with mediator. The obligation to mediate shall not be binding upon any Party with respect to (i) requests for preliminary injunctions, temporary restraining orders, specific performance, or other procedures in a court of competent jurisdiction to obtain interim relief deemed necessary by such court to preserve the status quo or prevent irreparable injury City of Calexico | RFP No. 2025-700
81 SIQ/City of Calexico
November 10, 2025
26 pending resolution by mediation of the actual Dispute; (ii) actions to collect payments not subject to bona fide Dispute; or (iii) claims involving third parties who have not agreed to participate in the mediation of the Dispute. The provisions of this Section 8.5 shall survive any termination of this Agreement.
(d) Attorneys’ Fees. The prevailing Party in any action brought to enforce the terms of this Agreement or arising out of this Agreement may recover its reasonable attorneys’ fees and court costs, including expert witness fees, expended in connection with such an action from the other Party.

8.6. Notices and Demands
Any notice, request, demand or other communication required or permitted under this Agreement, shall be deemed to be properly given by the sender and received by the addressee if made in writing (a) the same day if personally delivered; (b) three (3) days after deposit in the mail if mailed by certified or registered air mail, post prepaid, with a return receipt requested; or (c) the same day if sent by facsimile or electronic mail with confirmation. Mailed notices, facsimile notices or electronic notices shall be addressed as follows to:

Owner:

Name: City of Calexico
Attention: Jesus Villegas Peimbert
Address: 608 Heber Avenue,
Calexico, CA Calexico
Phone: (760) 768-2160
Email: [email protected]
Contractor:

Name: SitelogIQ, Inc.

Attention: John Gajan, President West Energy
Address: 1651 Response Rd, Suite 300
Sacramento, CA 95815
Phone: (888) 819-0041
E-mail: [email protected]
cc: [email protected]

8.7. Nondisclosure
To the extent permitted by law, whichever Party receives confidential information (the “Receiving Party”) from the other Party (the “Disclosing Party”) shall not use for any purpose other than performing the Work under this Agreement or divulge, disclose, produce, publish, or permit access to, without the prior written consent of the Disclosing Party, any such information of the Disclosing Party. Confidential Information includes, without limitation, all information or materials prepared in connection with the Work performed under this or any related subsequent Agreement, designs, drawings, specifications, techniques, models, data, documentation, source code, object code, diagrams, flow charts, research, development, processes, procedures, know-how, manufacturing, development or marketing techniques and materials, development or marketing timetables, strategies and development plans, personnel names and other City of Calexico | RFP No. 2025-700
82 SIQ/City of Calexico
November 10, 2025
27 information related to Contractor, Suppliers, personnel, pricing policies and financial information, and other information of a similar nature, whether or not reduced to writing or other tangible form, and any other trade secrets. Confidential information does not include (a) information known to the Receiving Party prior to obtaining the same from the Disclosing Party; (b) information in the public domain at the time of disclosure by the Receiving Party; or (c) information obtained by the Receiving Party from a third party who did not receive same, directly or indirectly, from the Disclosing Party. The Receiving Party shall use the higher of the standard of care that the Receiving Party uses to preserve its own confidential information or a reasonable standard of care to prevent unauthorized use or disclosure of such confidential information. Notwithstanding anything herein to the contrary, the Receiving Party has the right to disclose Confidential Information without the prior written consent of the Disclosing Party: (i) as required by any court or other Governmental Authority, or by any stock exchange upon which the shares of any Party are listed, (ii) as otherwise required by law, (iii) as advisable or required in connection with any government or regulatory filings, including without limitation, filings with any regulating authorities covering the relevant financial markets, (iv) to its attorneys, accountants, financial advisors or other agents, in each case bound by confidentiality obligations, (v) to banks, investors and other financing sources and their advisors, in each case bound by confidentiality obligations; or (vi) in connection with an actual or prospective merger or acquisition or similar transaction where the party receiving the Confidential Information is bound by confidentiality obligations. If a Receiving Party believes that it will be compelled by a court or other Governmental Authority to disclose confidential information of the Disclosing Party, it shall give the Disclosing Party prompt written notice, and in all cases not less than five (5) Business Days’ notice in advance of disclosure, so that the Disclosing Party may determine whether to take steps to oppose such disclosure. Notwithstanding the foregoing, Contractor acknowledges that this Agreement, once fully executed and approved by the Owner's Board of Trustees, is public information, subject to release in response to public information requests under California Government Code § 7920.000 et seq. (Public Records Act). Owner shall use reasonable efforts to prevent or limit disclosure of the Confidential Information.

8.8. Time of Essence
Time is expressly agreed to be of the essence of this Agreement and each, every and all of the terms, conditions and provisions herein.

8.9. Validity
The provisions contained in each section, subsection and clause of this Agreement shall be enforceable independently of each of the others and their validity shall not be affected if any of the others are invalid.

If any of those provisions is void but would be valid if some part of the provision were deleted, the provision in question shall apply with such modification as may be necessary to make it valid. The Parties shall, if necessary, negotiate in good faith and make any necessary amendments to ensure the enforceable terms of this Agreement reflect the true intent of the Parties as of the date of execution of this Agreement.

8.10. Binding Effect
This Agreement shall be binding on the Parties hereto and on their respective permitted successors, heirs and assigns.

City of Calexico | RFP No. 2025-700
83 SIQ/City of Calexico
November 10, 2025
28 8.11. Modifications
No oral or written amendment or modification of this Agreement by any administrator, Board member, officer, agent or employee of Contractor or Owner, either before or after execution of this Agreement, shall be of any force or effect unless such amendment or modification is in writing and is signed by any duly authorized representative of both Parties to be bound thereby.

8.12. Headings
The headings in this Agreement are for convenience of reference only and the words contained therein shall in no way be held to explain, modify, amplify or aid in the interpretation, construction or meaning of the provisions of this Agreement.

8.13. Counterparts; Signature Pages
This Agreement may be executed in counterparts which, taken together, shall constitute a single instrument. Facsimile and other electronically transmitted signature pages shall be effective to bind a Party to this Agreement.

8.14. Announcements and Publications
Contractor shall coordinate with Owner with respect to, and provide advance copies to Owner for review of, the text of any proposed announcements or publications that include any non-public information concerning the Work prior to the dissemination thereof to the public or to any Person other than Subcontractors or advisors of Contractor, in each case, who agree to keep such information confidential. If Owner delivers written notice to Contractor rejecting any such proposed announcement or publication within two (2) Business Days after receiving such advance copies, the Contractor shall not make such public announcement or publication; provided, however, that Contractor may disseminate or release such information in response to requirements of Governmental Authority.

8.15. Complete Agreement
This Agreement together with the Exhibits hereto completely and exclusively states the agreement of the Parties regarding its subject matter and its terms govern, all prior proposals, agreements, or other communications between the Parties, oral or written, regarding such subject matter. No oral agreement or conversation with any officer or employee of either Party or any or all prior proposals shall affect or modify any of the terms and conditions of this Agreement. This Agreement shall not be modified except by written amendment signed on behalf of the Owner and Contractor by their duly authorized representatives. Any purported oral amendment to the Agreement shall have no effect.

8.16. No Agency
This Agreement is not intended, and shall not be construed, to create any association, joint venture, agency relationship or partnership between the Parties or to impose any such obligation or liability upon either Party. Neither Party shall have any right, power or authority to enter into any agreement or undertaking for, or act as or be an agent or representative of, or otherwise bind, the other Party.

City of Calexico | RFP No. 2025-700
84 SIQ/City of Calexico
November 10, 2025
29 8.17. Priority of Documents
In the event of conflicting provisions between any of the Contract Documents, the provisions shall govern in the following priority: first, duly executed amendments to this Agreement (to the extent not superseded by a subsequent amendment); second, this Agreement; third, Work Order in Exhibit C, and fourth, the other Contract Documents.

8.18. Assignment
No Party shall be entitled to assign or subcontract this Agreement or any of its rights or obligations under this Agreement, nor shall it enter into any transaction as a result of which it may transfer, assign, charge or dispose by any title of any of those rights and obligations, without the prior written consent of the other Party, which shall not be unreasonably withheld, provided that Contractor may subcontract that portion of the Work to Subcontractors. Notwithstanding the foregoing, (i) without the consent of the Contractor, Owner shall be entitled to assign its right, title and interest in and to this Agreement (and, in particular, any rights arising in relation to any insurance policy and any other right to collect any amount from Contractor) to any lenders by way of security for the performance of obligations to such lenders; (ii) without consent of the Owner, Contractor shall be entitled to assign its right, obligation, title and interest in and to this Agreement in connection with a merger or acquisition of Contractor; and (iii) without consent of Owner, Contractor shall be entitled to assign its right, obligation, title and interest in and to this Agreement to an Affiliate of the Contractor.

8.19. No Waiver
Neither Party's failure to enforce any provision of this Agreement of the waiver thereof in a particular instance shall not be construed as a general waiver of any part of such provision. The provision shall remain in full force and effect.
[Signatures to follow]
City of Calexico | RFP No. 2025-700
85 SIQ/City of Calexico
November 10, 2025
30 IN WITNESS WHEREOF, the Parties hereto have duly executed and delivered this Agreement as of the date set forth above.

CITY OF CALEXICO,
organized and existing under the laws of the State of
California
By: /es1/
Name: /en1/
Title: /et1/
SITELOGIQ, INC.,
a Delaware corporation
By: /es2/
Name: /en2/
Title: /et2/
City of Calexico | RFP No. 2025-700
86 SIQ/City of Calexico
November 10, 2025
31 Exhibit A – Definitions
“Affiliate” of a specified Person means any Person that directly or indirectly through one or more intermediaries controls, is controlled by, or is under common control with, such specified Person. As used in this definition of Affiliate, the term "control" of a specified Person including, with correlative meanings, the terms, "controlled by" and "under common control with," means (a) the ownership, directly or indirectly, of 50% or more of the equity interest in a Person or (b) the power to direct or cause the direction of the management and policies of a Person, whether through ownership of voting securities, by contract or otherwise.
“Agreement” shall have the meaning set forth in the preamble. “Applicable Law” shall mean, with respect to any Governmental Authority, any constitutional provision, law, statute, rule, regulation, ordinance, treaty, order, decree, judgment, decision, certificate, injunction, registration, license, permit, authorization, guideline, governmental approval, consent or requirement of such Governmental Authority, as construed from time to time by any Governmental Authority. “Applicable Permits” means those permits identified as the responsibility of Contractor as determined in Exhibit C.
“Authority Having Jurisdiction (AHJ)” means those local, state, or federal entities having regulatory authority over a specific aspect of the Project, such as building officials, Department of State Architecture, and fire departments.
“Business Day” means Mondays to Fridays, except such days on which banks are permitted or required to close in California.
“Certificate of Substantial Completion” shall mean a document in similar form to Exhibit F. “Certificate of Final Completion” shall mean a document in similar form to Exhibit F. “Change” shall means any addition to, deletion from, suspension of, or other modification to the quality, function, or intent of the Work, including without limitation any such addition, deletion, suspension, or other modification that effects a change in the scope of the Work. An “Unanticipated Condition” as defined in Section 2.4 hereof, experienced by Contractor during the course of the Work is included within the definition of “Change”.
“Change Order” shall mean a written document signed by Owner and Contractor to adjust the Work Order Price or Construction Schedule as a result of a Change issued after execution of this Agreement. “Commencement of Work” shall mean the commencement of Work for each Work Order. “Construction Schedule” shall mean the schedule for implementation of the Work as determined by the Contractor to meet the Project Milestones as set forth on Exhibit C. “Construction Documents” shall mean construction documents prepared by Contractor and approved by Owner.

City of Calexico | RFP No. 2025-700
87 SIQ/City of Calexico
November 10, 2025
32 “Contract Documents” shall mean this Agreement and Exhibits hereto, and drawings, specifications, plans, calculations, models and designs that are part of this Agreement and the Construction Documents prepared by Contractor and approved by Owner.
“Contractor” shall have the meaning set forth in the preamble. “Contractor Representative” shall mean the individual designated by the Contractor in accordance with Section 7.1(b).
“Day” means calendar day unless it is specified that it means a “Business Day”. “Disclosing Party” shall have the meaning set forth in Section 7.7. “Dispute” shall have the meaning set forth in Section 7.5(a). “Dollar” and “$” shall mean the lawful currency of the United States of America. “Effective Date” shall mean the date first set forth in the preamble. “Environmental Attributes” means all environmental and other attributes that differentiate the System or the energy generated by fossil-fuel based generation units, fuels or resources, characteristics of the System that may result in the avoidance of environmental impacts on air, soil or water, such as the absence of emission of any oxides of nitrogen, sulfur or carbon or of mercury, or other gas or chemical, soot, particulate matter or other substances attributable to the System or the compliance of the System or the energy output with the law, rules and standards of the United Nations Framework Convention on Climate Change (the “UNFCCC”) or the Kyoto Protocol to the UNFCCC or crediting “early action” with a view thereto, or laws or regulations involving or administered by the Clean Air Markets Division of the Environmental Protection Agency or successor administrator or any state or federal entity given jurisdiction over a program involving transferability of Environmental Attributes and Reporting Rights. “Environmental Incentives” means all rights, credits (including tax credits), grants, rebates, benefits, reductions, offsets and allowances and entitlements of any kind, howsoever entitled or named (including Carbon Credits and allowances), whether arising under federal, state or local law, international treaty, trade association membership or the like arising from the Environmental Attributes of the System on each Site or the energy output or otherwise from the development, construction, installation or ownership of the System on each Site or the production, sale, purchase, consumption or use of the energy output from each Site. Without limiting the forgoing, “Environmental Incentives” includes green tags, renewable energy credits, grants, tradable renewable certificates, portfolio energy credits, the right to apply for (and entitlement to receive) incentive programs offered by the State of California and the right to claim federal income tax credits under Section 45 or 48 of the Code as such credits are available arising from the Environmental Attributes of the system on each Site or the energy output or otherwise from the development, construction, installation or ownership of the System on each Site or the production, sale, purchase, consumption or use of the energy output from each Site. “Equipment” shall mean (a) all materials, supplies, apparatus, machinery, equipment, parts, tools, components, instruments, appliances, spare parts and appurtenances thereto that are required for prudent design, construction or operation of the System in accordance with Industry Standards and (b) all materials, supplies, apparatus, machinery, equipment, parts, tools, components, instruments, appliances, City of Calexico | RFP No. 2025-700
88 SIQ/City of Calexico
November 10, 2025
33 spare parts and appurtenances thereto described in, required by, reasonably inferable from or incidental to the Work or the Contract Documents.
“Excusable Delay” shall mean a Delay outside of Contractor’s control that prevents Contractor from achieving the Commercial Operation Date for any System in accordance with the Project Schedule, and to the extent that such Delay adversely affects the Work such that the performance of the Work is prevented or delayed, Contractor shall be entitled to an adjustment in the Construction Schedule and deadlines of this Agreement. For purposes of this Agreement, an Excusable Delay shall include any of the following events:
(a) an act or failure to act of, or other delay caused by, or negligence of, Owner or its agents or employees;
(b) changes in the design, scope or schedule of the Project unilaterally required by the Owner;
(c) the suspension of Work in whole or in part by Owner; (d) labor disputes, fire, vandalism, supply chain related delays, including delays in manufacturing and deliveries;
(e) adverse weather conditions not reasonably anticipated and in excess of 150% of the normal weather (e.g., rain, snow, sleet) for the local geographic area for the past ten (10) years as measured in a given month;
(f) unforeseen conditions at any Site, including discovery or existence ofHazardous Substances;
(g) the occurrence of a Force Majeure, or other unavoidable casualties or other causes beyond Contractor’s control;
(h) the failure to obtain any Utility Interconnection Agreement, permission to operate, Applicable Permit, CEQA/NEPA approval or approval of a Governmental Authority or delays caused by changes and/or modifications to the Scope of Work as required by any Governmental Authority having jurisdiction over the Project; (i) any equipment or material delays caused by suppliers or vendors; (j) adverse changes to regulatory requirements;
(k) any breach of this Agreement or the Utility Interconnection Agreement or any information provided to the Contractor by Owner or Utility is inaccurate or incomplete; or (l) any other cause outside Contractor’s control after Contractor’s best efforts to mitigate that delay, to the extent that Contractor is able to mitigate such delay, provided that a failure to perform of Contractor’s subcontractors’ shall not be an Excusable Delay, unless such subcontractors are unable to perform the Work as a result of any of the events described in this definition of “Excusable Delay.”
City of Calexico | RFP No. 2025-700
89 SIQ/City of Calexico
November 10, 2025
34 “Facility” shall mean any and all properties of the Owner upon which the System shall be constructed or to which the System shall be connected, including land, buildings, structures, equipment, and electrical tie-in points.
“Final Completion” shall mean satisfaction or waiver of all of the conditions for completion of that portion of the System applicable to a particular Work Order as set forth in Section 5.2. “Force Majeure Event” shall mean, when used in connection with the performance of a Party’s obligations under this Agreement, any act or event (to the extent not caused by such Party or its agents or employees) which is reasonably unforeseeable, or being reasonably foreseeable, reasonably unavoidable (including by taking prudent protective and preventative measures) and outside the control of the Party which invokes it, and which renders said Party unable to comply totally or partially with its obligations under this Agreement. In particular, any of the following shall be considered a Force Majeure Event:
(a) war (whether or not war is declared), hostilities, revolution, rebellion, insurrection against any Governmental Authority, riot, terrorism, acts of a public enemy or other civil disturbance;
(b) acts of God, including but not limited to, unusually severe storms, floods, lightning, earthquakes, hailstorms, ice storms, tornados, typhoons, hurricanes, landslides, volcanic eruptions, winds in excess of ninety (90) miles per hour, and objects striking the earth from space (such as meteorites) sabotage or destruction by a third party (other than any contractor retained by or on behalf of the Party) of facility and equipment relating to the performance by the affected Party of its obligations under this Agreement; (c) strikes, walkouts, lockouts or similar industrial or labor actions or disputes, in each case of a regional or national nature;
(d) changes in Applicable Law after the Effective Date that materially impact a Party’s ability to perform under this Agreement; and
(e) acts of any Governmental Authority that materially restrict or limit Contractor’s access to the Site.
(f) plague, epidemic, pandemic, outbreaks of infectious disease or any other public health crisis, including quarantine or other restrictions.
(g) explosion, fire, destruction of machines, equipment, factories and of any kind of installation, prolonged break-down of transport, telecommunication or electric current. “Funding Date” shall mean the date that Owner has received monetary funds necessary to fulfill its obligations under this Agreement.
“Governmental Authority” shall mean any national, autonomic, regional, province, town, Owner, or municipal government, or other administrative, regulatory or judicial body of any of the foregoing. “Hazardous Material” shall mean oil or petroleum and petroleum products, asbestos and any asbestos containing materials, radon, polychlorinated biphenyl’s (“PCBs”), urea formaldehyde insulation, lead paints and coatings, and all of those chemicals, substances, materials, controlled substances, objects, City of Calexico | RFP No. 2025-700
90 SIQ/City of Calexico
November 10, 2025
35 conditions and waste or combinations thereof which are now listed, defined or regulated in any manner by any federal, state or Applicable Law.
“Indemnified Party” shall have the meaning set forth in Section 6.3(d). “Indemnifying Party” shall have the meaning set forth in Section 6.3(d). “Industry Standards” shall mean those standards of care and diligence normally practiced by a majority of engineering, construction and installation firms in performing services of a similar nature in jurisdictions in which the Work will be performed and in accordance with good construction practices, Applicable Permits, and other standards established for such Work. “Manufacturer Warranty” shall have the meaning set forth in Exhibit C. “Owner” shall have the meaning set forth in the Preamble to this Agreement. “Owner Permits” means those permits identified as the responsibility of Owner in Exhibit C. “Owner’s Representative” shall mean the individual designated by Owner in accordance with Section

7.1(a).
“Party” shall mean, individually, each of the parties to this Agreement. “Performance Tests” means, the tests of the System, as more particularly described in Exhibit C. “Person” shall mean any individual, corporation, partnership, company, joint venture, association, trust, unincorporated organization or Governmental Authority.
“Project” shall mean the entirety of Work to be performed by Contractor pursuant to the terms and conditions of the Work and any Change Orders.
“Receiving Party” shall have the meaning set forth in Section 7.7. “Representatives” shall mean the Contractor Representative and the Owner Representative and each may individually be referred to as a "Representative".
“Rock” is defined as limestone, sandstone, granite, coble greater than 3 inches in diameter, or similar rocks in solid beds or masses in original or stratified position which can be removed only by continuous drilling, blasting or the use of pneumatic tools, and all boulders of 1 cubic yard in volume or larger. Material which can be loosened with a pick, frozen materials, soft laminated shale and hardpan, which for convenience or economy is loosened by drilling, blasting, wedging or the use of pneumatic tools, shall not be classified as “Rock”.
“Site” shall have the meaning set forth in the first recital, and is more fully described in Exhibit C. An individual Site shall mean any area of a property owned by the Owner upon which a System is constructed. “Solar Plant” shall mean that portion of the System only related to converting solar radiation into electricity and explicitly excludes all energy conservation technologies.

City of Calexico | RFP No. 2025-700
91 SIQ/City of Calexico
November 10, 2025
36 “Subcontractor” shall mean any Person, other than Contractor and Suppliers, retained by Contractor to perform any portion of the Work (including any Subcontractor of any tier) in furtherance of Contractor’s obligations under this Agreement.
“Substantial Completion” shall mean satisfaction or waiver of all of the conditions for completion of that portion of the System applicable to a particular Work Order as set forth in Section 5.1(c). “Substantial Completion Date” shall mean the actual date on which the Substantial Completion of the System, as defined in Section 5.1(c), has occurred.
“Suppliers” shall mean those Equipment suppliers with which Contractor contracts to build the System. “System” shall have the meaning ascribed in the Recitals to this Agreement. “Technical Dispute” shall have the meaning set forth in Section 7.5(b). “Third Party” shall have the meaning of any persons or entity not affiliated with Contractor or Owner. “Unanticipated Condition” shall have the meaning set forth in Section 3.5. “Work” shall mean all obligations, duties, and responsibilities assigned to or undertaken by Contractor and described in Exhibit C with respect to the System.
“Work Order” shall mean the assigned Work for each Site as described in Exhibit C. “Work Order Price” shall mean the amount for performing the Work that is payable to Contractor as set forth in Section 3.2, as the same may be modified from time to time in accordance with the terms hereof, and as described in Exhibit C.

City of Calexico | RFP No. 2025-700
92 SIQ/City of Calexico
November 10, 2025
37 Exhibit B – Certifications
Exhibit B-1 Drug-Free Workplace/Tobacco-Free Environment Certification Exhibit B-2 Asbestos and Other Hazardous Materials Certification Exhibit B-3 Iran Contracting Act Certification
Exhibit B-4 Workers Compensation Certification
Exhibit B-5 Prevailing Wage Certification
Exhibit B-6 Payment Bond
Exhibit B-7 Performance Bond
Exhibit B-8 Non-Collusion Declaration

City of Calexico | RFP No. 2025-700
93 SIQ/City of Calexico
November 10, 2025
38 Exhibit B-1: Drug-Free Workplace/Tobacco Free Environment Certification Government Code section 8350 et seq., the Drug-Free Workplace Act of 1990, requires that every person or organization awarded a contract or grant for the procurement of any property or service from any state agency must certify that it will provide a drug-free workplace by doing certain specified acts. In addition, the Act provides that each contract or grant awarded by a state agency may be subject to suspension of payments or termination of the contract or grant, and the contractor or grantee may be subject to debarment from future contracting, if the contracting agency determines that specified acts have occurred.

City of Calexico is not a "state agency" as defined in the applicable section(s) of the Government Code, but City of Calexico is a local agency under California law and requires all contractors on projects to comply with the provisions and requirements of Government Code section 8350 et seq., the Drug-Free Workplace Act of 1990. Contractor shall certify that it will provide a drug-free workplace by doing all of the following:
1 Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited in the person’s or organization’s workplace and specifying actions which will be taken against employees for violations of the prohibition;
2 Establishing a drug-free awareness program to inform employees about all of the following:
a. The dangers of drug abuse in the workplace.
b. The person’s or organization’s policy of maintaining a drug-free workplace. c. The availability of drug counseling, rehabilitation, and employee-assistance programs.
d. The penalties that may be imposed upon employees for drug abuse violations. 3 Requiring that each employee engaged in the performance of the contract or grant be given a copy of the statement required above, and that, as a condition of employment on the contract or grant, the employee agrees to abide by the terms of the statement.

I understand that if City of Calexico determines that I have either (a) made a false certification herein, or (b) violated this certification by failing to carry out the requirements of section 8355, that the Contract awarded herein is subject to termination, suspension of payments, or both. I further understand that, should I violate the terms of the Drug-Free Workplace Act of 1990, I may be subject to debarment in accordance with the requirements of section 8350 et seq.

I acknowledge that I am aware of the provisions of Government Code section 8350 et seq. and hereby certify that I will adhere to the requirements of the Drug-Free Workplace Act of 1990.

In addition, and pursuant to, without limitation, 20 U.S.C section 6083, Labor Code section 6400 et seq., Health & Safety Code section 104350 et seq. and City of Calexico Policies, all City of Calexico sites, including the Sites, are tobacco-free environments. Smoking and the use of tobacco products by all persons is prohibited on or in City of Calexico property. City of Calexico property includes Owner Owned or Leased buildings, grounds, Owner owned vehicles and vehicles owned by others while on City of Calexico property.

I acknowledge that I am aware of City of Calexico’s policy regarding tobacco-free environments and hereby certify that I will adhere to the requirements of that policy and not permit any of my firm’s employees, City of Calexico | RFP No. 2025-700
94 SIQ/City of Calexico
November 10, 2025
39 agents, subcontractors, or my firm’s subcontractors’ employees or agents to use tobacco and/or smoke on the Sites.

Effective Date:

November 10, 2025
Proper Name of Contractor:

SitelogIQ, Inc.

Signature: /es2/
Print Name: /en2/
Title: /et2/
City of Calexico | RFP No. 2025-700
95 SIQ/City of Calexico
November 10, 2025
40 Exhibit B-2: Asbestos & Other Hazardous Materials Certification Contractor hereby certifies that no Asbestos, or Asbestos-Containing Materials, polychlorinated biphenyl (PCB), or any material listed by the federal or state Environmental Protection Agency or federal or state health agencies as a hazardous material, or any other material defined as being hazardous under federal or state laws, rules, or regulations “New Material Hazardous,” shall be furnished, installed, or incorporated in any way into the Project or in any tools, devices, clothing, or equipment used to affect any portion of Contractor’s work on the Project for the Owner.

Contractor further certifies that it has instructed its employees with respect to the above-mentioned standards, hazards, risks, and liabilities.

Asbestos and/or asbestos-containing material shall be defined as all items containing but not limited to chrysotile, crocidolite, amosite, anthophyllite, tremolite, and actinolite. Any or all material containing greater than one-tenth of one percent (.1%) asbestos shall be defined as asbestoscontaining material.

Any disputes involving the question of whether or not material is New Hazardous Material shall be settled by electron microscopy or other appropriate and recognized testing procedure, at the Owner’s determination. The costs of any such tests shall be paid by Contractor if the material is found to be New Hazardous Material.

All Work or materials found to be New Hazardous Material or Work or material installed with “New Hazardous Material” containing equipment will be immediately rejected and this Work will be removed at Contractor’s expense at no additional cost to the Owner.

Contractor has read and understood the document Hazardous Materials Procedures & Requirements, and shall comply with all the provisions outlined therein.

Effective Date:

November 10, 2025
Proper Name of Contractor:

SitelogIQ, Inc.

Signature: /es2/
Print Name: /en2/
Title: /et2/
City of Calexico | RFP No. 2025-700
96 SIQ/City of Calexico
November 10, 2025
41 Exhibit B-3: Iran Contracting Act Certification
(Public contract code sections 2202-2208)
PROJECT/CONTRACT NO.: 01, Government Code 4217 Energy Services Agreement between City of Calexico (“Owner”) and SitelogIQ, Inc. (“Contractor”)
Per California Public Contract Code Sections 2202-2208 or Owner’s reduced threshold, prior to bidding on or submitting a proposal for a contract for goods or services of $500,000.00 or more to the Owner, the Contractor must either:

1. Certify it is NOT on the current list of persons engaged in investment activities in Iran created by the California Department of General Services (“DGS”) pursuant to Public Contract Code section 2203(b) and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person, for 45days or more, if that other person will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investment activities in Iran created by DGS; or

2. Demonstrate it has been exempted from the certification requirement for that solicitation or contract pursuant to Public Contract Code section 2203(c) or(d).

To comply with this requirement, please insert your vendor or financial institution name and Federal ID Number (if available) and complete ONE of the options below. California law establishes penalties for providing false certifications, including civil penalties equal to the greater of $250,000 or twice the amount of the contract for which the false certification was made; contract termination; and three-year ineligibility to bid on contracts. (Public Contract Code section 2205).

OPTION #1 - CERTIFICATION
I, the official named below, certify I am duly authorized to execute this certification on behalf of the vendor/financial institution identified below, and the vendor/financial institution identified below is NOT on the current list of persons engaged in investment activities in Iran created by DGS and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person/vendor, for 45 days or more, if that other person/vendor will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investmentactivities in Iran created by DGS.

By (Authorized Signature)
/es2/
Printed Name and Title of Person Signing
/en2/ , /et2/
Date Executed
November 10, 2025
Executed in
City of Calexico | RFP No. 2025-700
97 SIQ/City of Calexico
November 10, 2025
42 OPTION #2 – EXEMPTION
Pursuant to Public Contract Code sections 2203(c) and (d), a public entity may permit a vendor/financial institution engaged in investment activities in Iran, on a case-by-case basis, to be eligible for, or to bid on, submit a proposal for, or to enter into or to renew, a contract for goods and services.

If you have obtained an exemption from the certification requirement under the Iran Contracting Act, please fill out the information below, and ATTACH DOCUMENTATION DEMONSTRATING THE EXEMPTION APPROVAL.

Vendor Name/Financial Institution (Printed) Federal ID Number (or n/a) By (Authorized Signature)
Printed Name and Title of Person Signing Date Executed

END OF DOCUMENT
City of Calexico | RFP No. 2025-700
98 SIQ/City of Calexico
November 10, 2025
43 Exhibit B-4: Workers’ Compensation Certification
The Contractor and all of its Subcontractors shall pay all workers on all work performed pursuant to this Contract not less than the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work as determined by the Director of the State of California Department of Industrial Relations, for the type of work performed and the locality in which the work is to be performed within the boundaries of the Owner, pursuant to sections 1770 et seq. (1770 & 3700)of the California Labor Code.

Copies of the general prevailing rates of per diem wages for each craft, classification, or type of worker needed to execute the Contract, as determined by the Director of the State of California Department of Industrial Relations, are available upon request at the Owner’s principal office. Prevailing wage rates are also available on the internet at http://www.dir.ca.gov. Every employer except the State shall secure the payment of compensation in one or more of the following ways:
a. By being insured against liability to pay compensation by one (1) or more insurers duly authorized to write compensation insurance in this state;and/or b. By securing from the Department of Industrial Relations a certificate of consent to self-insure, which may be given upon furnishing proof satisfactory to theDepartment of Industrial Relations of ability to self-insure and to pay any compensation that may become due to his employees.

I am aware of the provisions of section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the Work of this Contract.

Effective Date:

November 10, 2025
Proper Name of Contractor:

SitelogIQ, Inc.

Signature: /es2/
Print Name: /en2/
Title: /et2/
(In accordance with Labor Code sections 1860 and 1861, the above certificate must be signed and filed with the awarding body prior to performing any Work under this Contract.)

END OF DOCUMENT
City of Calexico | RFP No. 2025-700
99 SIQ/City of Calexico
November 10, 2025
44 Exhibit B-5: Prevailing Wage and Related Labor Requirements Certification I hereby certify that I will conform to the State of California Public Works Contract requirements regarding prevailing wages, benefits, on-site audits with 48-hours notice, payroll records, and apprentice and trainee employment requirements, for all Work on the above Project including, without limitation, labor compliance monitoring and enforcement by the Department of Industrial Relations.

1. CLAUSES MANDATED BY CONTRACT WORK HOURS & SAFETY STANDARDSACT. As used in the following paragraphs, the terms laborers and mechanics include watchmen and guards. a. Overtime requirements. No Contractor or Subcontractor contracting for any part of the Contract Work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty (40) hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty (40) hours in such workweek. b. Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the clause set forth in the foregoing paragraph the Contractor and any Subcontractor responsible therefor shall be liable for the unpaidwages. In addition, such Contractor and Subcontractor shall be liable to the United States for liquidated damages. Such liquidated damages shall be computedwith respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the foregoing paragraph, in the sum of $10 for each calendar day on which such individual was required or permitted to Work in excess of the standard workweek of forty (40) hours without payment of the overtime wages required by the foregoing paragraph.
c. Withholding for unpaid wages and liquidated damages. The Owner may upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of Work performed by the Contractor or Subcontractor under the Contract or any other Federal contract with the same Contractor, or anyother federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same Contractor, such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or Subcontractor for unpaid wages and liquidated damages as provided in the forgoing paragraph. d. Subcontracts. The Contractor or Subcontractor shall insert in any subcontracts the foregoing paragraphs concerning Overtime Requirements and Violation: Liability for Unpaid Wages and Liquidated Damages and also a clause requiring each Subcontractor to include these clauses in any lower tier subcontracts. Contractor shall be responsible for compliance by any Subcontractor or lowertier Subcontractor with the clauses set in thissection.

City of Calexico | RFP No. 2025-700
100
SIQ/City of Calexico
November 10, 2025
45 I hereby certify that I will also conform to the Federal Labor Standards Provisions regarding minimum wages, withholding, payrolls and basic records, apprentice and trainee employment requirements, equal employment opportunity requirements, Copeland Act requirements, Davis-Bacon and Related Act requirements, Contract Work Hours and Safety Standards Act requirements, and any and all other applicable requirements for federal funding for all Work on the above Project.

Effective Date:

November 10, 2025
Proper Name of Contractor:

SitelogIQ, Inc.

Signature: /es2/
Print Name: /en2/
Title: /et2/

END OF DOCUMENT
City of Calexico | RFP No. 2025-700
101
SIQ/City of Calexico
November 10, 2025
46 Exhibit B-6: Payment Bond
KNOW ALL PERSONS BY THESE PRESENTS:

WHEREAS, the governing body of the ____________________________________ a city, (“Owner”) and SitelogIQ, Inc. (“Contractor”) have entered into a contract for the furnishing of all materials and labor, services and transportation, necessary, convenient and proper to perform the following project:

Energy Services Agreement (“Contract”) which Contract dated November 10, 2025, and all of the Contract Documents attached to or forming a part of the Contract, are hereby referred to and made a part thereof; and
WHEREAS, pursuant to law and the Contract, the Contractor is required, before entering upon the performance of the work, to file a good and sufficient bond with the body by which the Contract is awarded in an amount equal to one hundred percent (100%) of the value of the Work Orders contained therein, to secure the claims to which reference is made in sections 9000 through 9510 and 9550 through 9566 of the Civil Code, and division 2, part 7, of the Labor Code.

NOW, THEREFORE, the Contractor and (“Surety”) are
held and firmly bound unto all laborers, material men, and other persons referred to in said statutes in the sum of _______________________________________ ($_______________________), lawful money of the United States, being a sum notless than the total amount payable by the terms of Contract, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, executors, administrators, successors, or assigns, jointly and severally, by these presents.

The condition of this obligation is that if the Contractor or any of his or its subcontractors, of the heirs, executors, administrators, successors, or assigns of any, all, or either of them shall fail to pay for any labor, materials, provisions, provender, or other supplies, used in, upon, for or about the performance of the work contracted to be done, or for any work or labor thereon of any kind, or for amounts required to be deducted, withheld, and paid over to the Employment Development Department from the wages of employees of the Contractor or any of his or its subcontractors of any tier under Section 13020 of the Unemployment Insurance Code with respect to such work or labor, that the Surety will pay the same in an amount not exceeding the amount herein above set forth, and also in case suit is brought upon this bond, will pay a reasonable attorney’s fee to be awarded and fixed by the Court, and to be taxed as costs and to be included in the judgment therein rendered.

It is hereby expressly stipulated and agreed that this bond shall inure to the benefit of any and all persons, companies, and corporations entitled to file claims under section 9100 of the Civil Code, so as to give a right of action to them or their assigns in any suit brought upon this bond. Should the condition of this bond be fully performed, then this obligation shall become null and void; otherwise it shall be and remain in full force and affect.

City of Calexico | RFP No. 2025-700
102
SIQ/City of Calexico
November 10, 2025
47 And the Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of Contract or the specifications accompanying the same shall in any manner affect its obligations on this bond, and it does hereby waive notice of any such change, extension, alteration, or addition.

IN WITNESS WHEREOF, two (2) identical counterparts of this instrument, each ofwhich shall for all purposes be deemed an original thereof, have been duly executed by the Contractor and Surety above named, on November 10, 2025.
(Affix Corporate Seal)
Contractor
By
Surety
By
Name of California Agent of Surety
Address of California Agent of Surety
Telephone No. of California Agent of Surety
City of Calexico | RFP No. 2025-700
103
SIQ/City of Calexico
November 10, 2025
48 Exhibit B-7: Performance Bond
KNOW ALL PERSONS BY THESE PRESENTS:

WHEREAS, the governing body of the City of Calexico a city, (“Owner”) and SitelogIQ, Inc. (“Contractor”) have entered into a contract for the furnishing of all materials and labor, services and transportation, necessary, convenient and proper to perform the following project Energy Services Agreement (“Project” or “Contract”) which Contract dated November 10, 2025, and all of the Contract Documents attached to or forming a part of the Contract, are hereby referred to and made a part hereof; and
WHEREAS, said Contractor is required under the terms of the Contract to furnish a bond for the faithful performance of the Contract.

NOW, THEREFORE, the Contractor and (“Surety”) are held and firmly bound unto the governing body of the Owner in the penal sum of _________________________________________ ($__________________), lawful money of the United States, for the payment of which sum well and truly to be made we bind ourselves, our heirs, executors, administrators, successors, and assigns jointly and severally, firmly by these presents,to:
- Perform all the work required to complete the Project; and - Pay to the Owner all damages the Owner incurs as a result of theContractor’s failure to perform all the Work required to complete the Project.

The condition of the obligation is such that, if the above bounden Contractor, his or its heirs, executors, administrators, successors, or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions, and agreements in the Contract and any alteration thereof made as therein provided, on his or its part to be kept and performed at the time and in the intent and meaning, including all contractual guarantees and warrantees of materials and workmanship, and shall indemnify and save harmless the Owner, its trustees, officers and agents, as therein stipulated, then this obligation shall become null and void, otherwise it shall be and remain in full force and virtue.

Surety expressly agrees that the Owner may reject any contractor or subcontractor proposed by Surety to fulfill its obligations in the event of default by the Contractor. Surety shall not utilize Contractor in completing the Work nor shall Surety accept a Bid from Contractor for completion of the Work if the Owner declares the Contractor to be in default and notifies Surety of the Owner’s objection to Contractor’s further participation in the completion of the Work.

As a condition precedent to the satisfactory completion of the Contract, the aboveobligation shall hold good for a period equal to the warranty and/or guarantee period of the Contract, during which time Surety’s obligation shall continue if Contractor shall fail to make full, complete, and satisfactory repair and replacements and totally protect the Owner from loss or damage resulting from or caused by defective materials or faulty workmanship. The obligations of Surety hereunder shall continue so long as any obligation of Contractor remains. Nothing herein shall limit the Owner’s rights or the Contractor or Surety’s obligations under the Contract, law or equity, including, but not limited to, California Code of Civil Procedure section 337.15.

City of Calexico | RFP No. 2025-700
104
SIQ/City of Calexico
November 10, 2025
49 The Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the contract or to the work to be performed thereunder or the specifications accompanying the same shall in any way affect its obligation on this bond, and it does hereby waive notice of any such change, extension of time, alteration, or addition to the terms of the Contract or to the work or to the specifications.

IN WITNESS WHEREOF, two (2) identical counterparts of this instrument, each ofwhich shall for all purposes be deemed an original thereof, have been duly executed by the Contractor and Surety above named, on November 10, 2025.
(Affix Corporate Seal)
Contractor
By
Surety
By
Name of California Agent of Surety
Address of California Agent of Surety
Telephone No. of California Agent of Surety
City of Calexico | RFP No. 2025-700
105
SIQ/City of Calexico
November 10, 2025
50 Exhibit B-8: Non-Collusion Declaration
(EXHIBIT B-8)
(Public Contract Code § 7106)
The undersigned declares:

I am the President of the West Energy division of SitelogIQ, Inc., the party making the foregoing Agreement.

The Agreement is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Agreement is genuine and not collusive orsham. Contractor has not directly or indirectly induced orsolicited any other entity to put in a false or sham bid or proposal. Contractor has not directly or indirectly colluded, conspired, connived, or agreed with any other designer/builder or anyone else to put in a sham bid or proposal, or to refrain from proposing. Contractor has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Contract Price of Contractor or any other entity, or to fix any overhead, profit, or cost element of the Contract Price, or of that of any other entity. All statements contained in the Contract are true.

Contractor has not, directly or indirectly, submitted his or her Contract Price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, governing agency, or to any member or agent thereof, to effectuate a collusive or sham bid or proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a Contractor that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of Contractor.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on the following date:

Effective Date:

November 10, 2025
Proper Name of Contractor:

SitelogIQ, Inc.

Signature: /es2/
Print Name: /en2/
Title: /et2/
City of Calexico | RFP No. 2025-700
106
SIQ/City of Calexico
November 10, 2025
51 Exhibit C – Work Orders
[INSERT WORK ORDER(S) HERE]
IN WITNESS, WHEREOF, the Parties hereto have duly executed and delivered this Work Order as of the date set forth below.

SitelogIQ, Inc.
a Delaware Corporation
By:
/es2/
Name: /en2/
Title: /et2/
Effective Date: November 10, 2025

CITY OF CALEXICO,
organized and existing under the laws of the State of California By: /es1/
Name: /en1/
Title: /et1/`
Effective Date: November 10, 2025
City of Calexico | RFP No. 2025-700
107
SIQ/City of Calexico
November 10, 2025
52 Exhibit E – Insurance
Contractor Insurance Requirements

1. Required Coverages. Contractor shall carry and maintain with carriers or self-insurance, as a minimum, the following insurance coverage:
(i) Workers Compensation Insurance and Employers Liability. In accordance with the laws of the state of where work may be done with limits for employer’s liability in the minimum amount of one million dollars ($1,000,000) for each occurrence and one million dollars ($1,000,000) for each occurrence of bodily injury on a per employee basis. (ii) Commercial General Liability. One million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) in the aggregate for bodily injury, personal injury and property damage, products and completed operations.
(iii) Commercial Automobile Liability, Any Auto. One million dollars ($1,000,000) per accident including owned, non-owned, and hired automobiles.
(iv) Excess coverage of four million dollars ($4,000,000) per occurrence and aggregate, or any other equivalent, available insurance coverage of the Contractor.

2. Policy Endorsements. Insurance coverage required to be maintained by Contractor under this Agreement shall:
(i) provide a severability of interests or cross liability clause for Commercial General Liability Insurance.
(ii) except in the case of worker’s compensation insurance and other statutory insurances where it would be inappropriate, name Owner and others as may be reasonably required by Owner, as additional insured’s; and to the extent permissible in accordance with the policy, include a waiver of subrogation by the insurers in favor of Owner and each of its respective assignees, Affiliates, agents, officers, directors, employees, insurers or policy issuers and a waiver of any right of the insurers to any set-off or counterclaim, whether by endorsement or otherwise, in respect of any type of liability of any of the Persons insured under any such policies.

3. Certificates. Contractor shall throughout the Agreement Term provide certificate(s) and/or memoranda of insurance evidencing the coverage specified in this Attachment E to Owner upon Owner’s reasonable request.

Owner Insurance Requirements

1. Required Coverage. Owner shall carry and maintain with carriers or self insurance, as a minimum, the following insurance coverage:
(i) Workers Compensation Insurance and Employers Liability. In accordance with the laws of the state of where work may be done with limits for employers liability in the minimum amount of one million dollars ($1,000,000) for each occurrence and one City of Calexico | RFP No. 2025-700
108
SIQ/City of Calexico
November 10, 2025
53 million dollars ($1,000,000) for each occurrence of bodily injury on a per employee basis.
(ii) Commercial General Liability. One million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) in the aggregate for bodily injury, personal injury and property damage, products and completed operations.
(iii) Commercial Automobile Liability, Any Auto. One million dollars ($1,000,000) per accident including owned, non-owned, and hired automobiles. (iv) Excess coverage of four million dollars ($4,000,000) per occurrence and aggregate, or any other equivalent, available insurance coverage of the Contractor. (v) Builder’s Risk. Owner shall procure and maintain builders' risk insurance (all-risk coverage) or similar policy for an amount equal to one hundred percent of the Agreement sum for the benefit of the Owner, the Contractor, and Subcontractors as their interest may appear. In projects involving no structural change or building construction, this requirement may be waived in writing, at the Contractor’s sole option.

2. Policy Endorsements. Insurance coverage required to be maintained by Owner under this Agreement shall provide a severability of interests or cross liability clause for Commercial General Liability Insurance.

3. Certificates. Owner shall throughout the Agreement Term provide certificate(s) and/or memoranda of insurance evidencing the coverage specified in this Attachment E to Contractor upon Contractor’s reasonable request.

City of Calexico | RFP No. 2025-700
109
SIQ/City of Calexico
November 10, 2025
54 Exhibit F – Certificate of Substantial/Final Completion PROJECT:

DATE:

SitelogIQ, Inc. (“SitelogIQ”) and Owner Name ("Owner") hereby acknowledge, confirm, and agree that:

1. The Project associated with the Agreement between SitelogIQ and Owner, dated original contract date, including all contract amendments, has reached substantial/ final Completion.

2. The contract value as of substantial/ final completion is $_______________________________.

3. The Project has reached Substantial Completion and the following terms apply:
a. The date of substantial completion shall be deemed to be the date upon which the occupation, beneficial use, and enjoyment of a work of improvement by the Owner, excluding any operation only for testing, startup, or commissioning.
b. A list of minor incomplete and corrective Work to be completed ("Punch List Work") prior to final payment is attached hereto. SitelogIQ and/or its Subcontractors shall complete the Punch List Work on or about insert date of anticipated final completion. c. Unless otherwise provided by notice in writing, within five (5) business days of this notice, work is considered substantially complete and receipt of full payment will constitute acknowledgement and release of SitelogIQ from any further obligations, except the 1-year term warranty for workmanship and completion of the outstanding attached punch list items, if any. d. Upon completion of the Punch List Work, Owner shall complete and cause to be recorded the attached Notice of Completion.

4. The Project has reached Final Completion and the following terms apply:
a. The date of final completion shall be deemed to be the date upon which the occupation, beneficial use, and enjoyment of a work of improvement by the Owner, excluding any operation only for testing, startup, or commissioning, and cessation of work on the Project. b. Unless otherwise provided by notice in writing, within five (5) business days of this notice, work is considered complete and receipt of full payment will constitute acknowledgement and release of SitelogIQ from any further obligations, except the 1-year term warranty for workmanship.
c. Owner shall complete and cause to be recorded the attached Notice of Completion and close the following performance.

5. Owner’s failure to sign this certificate of substantial/final completion shall not prohibit SitelogIQ from discharging its performance and payment bonds.

City of Calexico | RFP No. 2025-700
110
SIQ/City of Calexico
November 10, 2025
55 IN WITNESS WHEREOF, the Parties hereto have executed this Certificate of Substantial/ Final Completion as of the day and year of the Date of Substantial/ Final Completion written above.

City of Calexico SitelogIQ, Inc.

Signature Signature
/
Printed Name Printed Name
Title Title
Date Date
City of Calexico | RFP No. 2025-700
111
SIQ/City of Calexico
November 10, 2025
56 Exhibit G – Notice to Proceed
John Gajan
President, West Energy
SitelogIQ, Inc.
1651 Response Road
Suite 300
Sacramento, CA 95815
Re: Notice to Proceed
Dear John Gajan:

This Notice to Proceed is being issued by City of Calexico (“Owner”) to SitelogIQ, Inc. (“Contractor”) pursuant to the 4217 Energy Services Agreement, entered into on November 10, 2025.

This Notice to Proceed authorizes the Work described in Work Order #XX by Exhibit C of the Agreement.

By signing and dating this Notice to Proceed, the parties hereto agree to these terms and represent and warrant they have the authority to execute this Notice to Proceed on behalf of their respective organizations.

ACKNOWLEDGED & AGREED TO:

City of Calexico SitelogIQ, Inc.
/ /
Signature Signature
/
Printed Name Printed Name
Title Title
Date Date
SitelogIQ | Additional Information
City of Calexico | RFP No. 2025-700 113
The following pages include local Imperial Valley press releases and letters of recommendation from public agency clients who have partnered with SitelogIQ on infrastructure modernization, renewable energy and utility savings programs. These testimonials reflect our commitment to transparent communication, quality workmanship, long-term performance and accountability.

We rely on the experiences of our clients as the most meaningful measure of our work and we are proud to provide these references as evidence of the results, professionalism and partnership our team delivers on every project.

SECTION 11:

ADDITIONAL

INFORMATION
City of Calexico | RFP No. 2025-700
114
https://www.ivpressonline.com/news/cost-saving-energy-program-presented-to-countysupervisors/article_ab3c7ad7-c85e-4fd3-8480-c91f66f433ac.html Cost Saving Energy Program presented to county
supervisors
KAYLA GUERRERO Special to this Newspaper
Nov 6, 2025
sitelogiQ Government Relations Executive Josh Steeber noted that the budget-neutral program requires no upfront capital and has already received federal and state investments. If key requirements are met—including a ifrm groundbreaking date of July 3, 2026—the Trump Administration will provide $1.7 million in funding to the County.

IVP FILE PHOTO
EL CENTRO — The Imperial County Board of Supervisors heard a presentation regarding the Imperial County Cost Saving Energy Program on Tuesday, November 4, where sitelogiQ Government Relations Executive Josh Steeber discussed the beneifts of the cost savings 11/11/25, 12:30 PM Cost Saving Energy Program presented to county supervisors | News | ivpressonline.com https://www.ivpressonline.com/news/cost-saving-energy-program-presented-to-county-supervisors/article_ab3c7ad7-c85e-4fd3-8480-c91f66f433ac.html 1/3 City of Calexico | RFP No. 2025-700
115
program.
“This program can sustain on its own by the energy savings, the generation, and the future revenues from the EV charging,” said Steeber.

The budget-neutral program requires no upfront capital. Additionally, investments have been made by the federal and state governments. Steeber said that if requirements are met, including a solid groundbreaking date of July 3, 2026, the Trump Administration will offer $1.7 million to the County.
“The Board of Supervisors, every year, sets a budget for what your operating costs are. We understand that cost; we understand what the escalation is,” said Steeber. “When we look at that with the utility market and IID rate costs, by investing and implementing these measures … you're seeing for the next 20 years, about a $200,000, year-after-year, positive cash lfow … In year two, the federal government is willing to give $1.7 million back to the county for implementing this program.”
After many discussions with county staff, supervisors, and constituents, Steeber said the project aims to advance mobility and utility infrastructure. Methods for cutting costs include an 18% reduction in electricity usage through an LED retroift for county-owned buildings to save just under $400,000, transformers throughout the County to save just under $20,000, and several routes for electric vehicle (EV) revenues.

The program aims to increase public charging opportunities with two fast chargers at the Civic Center, three fast chargers at the airport, and a level two charger at Veterans Hall. The ifve fast charging stations can be controlled by the county to potentially raise rates on weekends and implement idle fees. The ifve fast charging stations are expected to save just under $25,000.

Steeber continued to explain the details of additional cost-saving implementations. “Now, we move over to law enforcement, and as you see, we're putting a new ground-mounted solar system right next to your existing one. The difference is, one you own, one you don't right now,” said Steeber. “But if you see the one that you will be owning, which is what we're modeling, you're looking at offsetting almost 30% just at that site. And right there, you're looking at just a little under $110,000 in just year one savings from putting those renewables there.”
11/11/25, 12:30 PM Cost Saving Energy Program presented to county supervisors | News | ivpressonline.com https://www.ivpressonline.com/news/cost-saving-energy-program-presented-to-county-supervisors/article_ab3c7ad7-c85e-4fd3-8480-c91f66f433ac.html 2/3 City of Calexico | RFP No. 2025-700
116
Sponsored Content
Supervisor Martha Cardenas-Singh said it felt good to be able to report back to constituents about this program.
“You see a line of 15 cars, sometimes at the Imperial Valley Mall, that are just wrapped around the entire parking lot as families are waiting to charge (their vehicles). Though we do enjoy them spending their money or having lunch or dinner, you know, there in that area, we're still very underserved when it comes to the ability to have EV charging stations,” said CardenasSingh. “I'm just really excited about the opportunity to be able to ifll in some of the gaps and to be able to provide these types of services that really are a need that we're hearing in our community.”
A public hearing is expected to be scheduled on December 9.

U.S. Cardiologist Warns Aging Seniors About Blueberries for Breakfast By GundryMD
Learn more about your privacy options
11/11/25, 12:30 PM Cost Saving Energy Program presented to county supervisors | News | ivpressonline.com https://www.ivpressonline.com/news/cost-saving-energy-program-presented-to-county-supervisors/article_ab3c7ad7-c85e-4fd3-8480-c91f66f433ac.html 3/3 City of Calexico | RFP No. 2025-700
117
https://www.ivpressonline.com/news/ivc-trustees-to-authorize-17-5m-energy-contract-with-sitelogiq-citingcost-savings/article_aadb517c-9c85-424c-8b30-f9216194a499.html IVC trustees to authorize $17.5M energy contract with
SitelogIQ, citing cost savings

STAFF REPORT
Oct 15, 2025
The Imperial Community College District plans to invest $17.5 million to improve energy eiffciency and adopt renewable energy across its facilities. The Board of Trustees will make a ifnal decision on the contract with SitelogIQ, Inc. after a public hearing scheduled for October 15, 2025.

ARTURO BOJORQUEZ PHOTO
IMPERIAL — The Imperial Community College District (ICCD) Board of Trustees is set to approve a major $17.5 million Energy Service Contract and Operation and Maintenance Agreement with SitelogIQ, Inc., following a regularly scheduled public hearing on October 15, 2025. The contract's ifscal impact signals a signiifcant investment in renewable energy and eiffciency for the District's facilities.
11/11/25, 12:26 PM IVC trustees to authorize $17.5M energy contract with SitelogIQ, citing cost savings | News | ivpressonline.com https://www.ivpressonline.com/news/ivc-trustees-to-authorize-17-5m-energy-contract-with-sitelogiq-citing-cost-savings/article_aadb517c-9c85-424c-8b… 1/4 City of Calexico | RFP No. 2025-700
118
The Board's draft resolution, Resolution No. 22367, authorizes the design, construction, operation, and maintenance of a comprehensive energy modernization project across selected District sites. The project scope includes renewable energy generation, energy storage, electric vehicle (EV) charging infrastructure, and mechanical upgrades.

Cost-effectiveness is the key ifnding
According to IVC documents, the approval is predicated on the legal ifndings required by California Government Code Sections 4217.10, et seq. This state law allows public agencies, including community college districts, to enter into energy service contracts without traditional competitive bidding, provided the governing body determines the project is ifnancially advantageous.

The ICCD Board's resolution speciifcally ifnds that the cost of the project will be offset and less than the anticipated marginal cost of electrical and other energy that would have been consumed had the District not completed the project. This determination, based on an indepth analysis provided by SitelogIQ, is the core justiifcation for the $17.5 million contract, the document shows.

Sustainability and savings
The primary motivation for the initiative is two-fold: to generate energy cost savings for the District and to mitigate greenhouse gas emissions. By implementing on-site energy generation (likely solar power), storage, and modern conservation measures, the District aims to move toward a more sustainable and ifnancially stable energy future.

SitelogIQ, Inc., was the ifrm selected to design and build the Project and coordinate its interconnection with the local utility. The contract, attached as an exhibit to the resolution, has been approved by the Board as being “in the best interests of the District.” The Resolution grants authorization to the District President/Superintendent, or their designee, to ifnalize and execute the contract and negotiate any necessary changes to carry out the resolution's full effect. The District is moving forward with the contract, concluding the necessary public hearing phase required by state law to lock in the long-term energy agreement.

The item was postponed from a previous IVC Board meeting. 11/11/25, 12:26 PM IVC trustees to authorize $17.5M energy contract with SitelogIQ, citing cost savings | News | ivpressonline.com https://www.ivpressonline.com/news/ivc-trustees-to-authorize-17-5m-energy-contract-with-sitelogiq-citing-cost-savings/article_aadb517c-9c85-424c-8b… 2/4 City of Calexico | RFP No. 2025-700
119
Sponsored Content
Wastewater plant
The Imperial Community College District (ICCD) Board of Trustees is also set to approve a signiifcant $5.5 million interfund transfer to move forward with the much-needed renovation of the Imperial Valley College (IVC) water and wastewater treatment plant.

During their regular meeting on Wednesday, October 15, 2025, the Board is expected to pass Resolution No. 22369, which authorizes the transfer of funds from the Unrestricted General Fund to the Building Fund to cover forthcoming project expenses. The measure, which carries no ifscal impact on the overall budget, is a critical step in addressing the aging campus infrastructure.

According to the resolution, the college's water and wastewater treatment plant is “failing.” To prevent disruptions to campus operations, the District plans to conduct the renovation work during the upcoming Winter break. The Board had previously approved an agreement with Sanders, Inc., via Resolution No. 22239, to begin the essential planning and engineering phase of the project.

The $5,500,000 to be transferred was sourced from the District's recent receipt of the Employee Retention Tax Credit, which was deposited into the Unrestricted General Fund. By moving the funds to the Building Fund, the District ensures a dedicated pool of money is available as expenses for the renovation are incurred.

The move aligns with the Board's goal to “Address the implementation of scheduled maintenance, new construction, and capital projects improvements,” ensuring the core campus infrastructure remains functional and safe for students and staff. 11/11/25, 12:26 PM IVC trustees to authorize $17.5M energy contract with SitelogIQ, citing cost savings | News | ivpressonline.com https://www.ivpressonline.com/news/ivc-trustees-to-authorize-17-5m-energy-contract-with-sitelogiq-citing-cost-savings/article_aadb517c-9c85-424c-8b… 3/4 City of Calexico | RFP No. 2025-700
120
DocuSign Envelope ID: 9B5281E8-F490-4AF6-AF07-8F348DB1F940 City of Calexico | RFP No. 2025-700
121
City of Calexico | RFP No. 2025-700
122
3090 Bristol Street, Suite 400
Costa Mesa, CA 92626
SitelogIQ.com

CITY OF CALEXICO
Public Works Department

REQUEST FOR PROPOSALS
No. 2025-700

INFRASTRUCTURE MODERNIZATION AND UTILITY

SAVINGS PROGRAM
Proposal Due Date:

Wednesday, November 12, 2025, at 3:00 p.m.

City Hall
608 Heber Avenue,
Calexico, CA 92231
(760) 768-2110
www.calexico.ca.gov
Page | 2
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
Contents
I. INTRODUCTION ............................................................................................................................3 II. LOCATION ......................................................................................................................................4 III. GENERAL DESCRIPTION.............................................................................................................4 IV. SCOPE OF SERVICES ....................................................................................................................5 V. SITE WALKTHROUGH..................................................................................................................7 VI. TENTATIVE SCHEDULE...............................................................................................................8 VII. MINIMUM REQUIREMENTS........................................................................................................8 VIII. PROPOSAL REQUIREMTNS ........................................................................................................8 IX. PROPOSAL SUBMISSION REQUIREMENTS .........................................................................141 X. SELECTION PROCESS …………………… ………………………………………………….13
XI. BUSINESS LICENSE REQUIREMENT……………………………………………………...…14 XII. CITY FACILITIES……………………………………………………………………………….14
AGREEMENT OF PROFESSIONAL SERVICES…………………………………………...…15 Page | 3
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

CITY OF CALEXICO

REQUEST FOR PROPOSALS

INFRASTRUCTURE MODERNIZATION AND UTILITY SAVINGS PROGRAM I. INTRODUCTION
The City intends to select a qualified provider for the development, implementation, and monitoring of a comprehensive infrastructure modernization and utility savings program. Upon award, the City will enter into a professional services agreement for a comprehensive City-wide site assessment. Prior to entering into a contractual agreement for project implementation, an agreed upon scope of work and project pricing will require separate board approval.

The City intends to implement a design-build program consistent with the provisions of California Government Code sections 4217.10-4217.18 that will provide sustained efficiencies and energy cost savings.

The City is issuing this Request for Proposals (RFP) from Energy Services Companies (ESCOs) to identify and, if agreed, deliver financially viable energy-cost saving projects for city facilities.

The primary goals of this project are to investigate opportunities to develop a program to enable the City to strategically reinvest liabilities (energy and maintenance costs and flared methane) into sustainable facility and technology enhancements that will lead to stronger financial stability, streamlined operations, carbon reductions and, most importantly, operational improvements to optimize existing city assets. The program would leverage budgeted dollars to provide the highest level of service utilizing the ESCO delivery method, which is similar to a design-build delivery.

After evaluating the responses to the RFP, the City may enter into an energy services contract and any necessarily related facility ground lease on terms that the City Council determines are in the best interests of the City, pursuant to Government Code Section 4217.12, or take any other procurement action, or no action. The City, at its sole discretion, may select the awarded respondent for subsequent phases of work. The City, at its sole discretion, also reserves the right to reject any or all bidders.

Qualified entities are invited to submit written proposals for consideration in accordance with this request. These services will be conducted under a contract with the City. The proposing entity is hereinafter referred to as "Contractor". The contract will be regulated according to the provisions of all State and local laws and ordinances that are applicable.

Page | 4
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
II. LOCATION
The City is situated along the border with SR 98, about 120 miles east of San Diego, 60 miles west of Yuma, Arizona and adjacent to Mexicali, Baja California, Mexico. The City is the second largest city within Imperial County. The City encompasses approximately 8.4 square miles in size and has a population of approximately 41,000 people; however, during weekday working hours, its population temporarily increases due to visitors conducting city business or those working in the City, including many visitors from Mexico.

III. GENERAL DESCRIPTION
The City’s goal is to utilize financial savings realized from more efficient facilities towards other upgrades and programs that enhance the working environment and improve livability.

Respondents shall support the City’s goal by developing, implementing, and monitoring an infrastructure modernization and utility savings program that accomplishes the following:
• Achieves long-term cost savings through reduced energy, gas & water usage • Upgrades antiquated and inefficient equipment
• Provides a comfortable and safe working environment
• Maintains building functionality and compatibility with existing equipment • Improves utilization of technology to achieve optimum performance and savings • Minimizes financial and technical risk to the City
• Provides training to employees on maintenance and repair of equipment and controls
• Provides comprehensive funding solutions
Page | 5
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
IV. SCOPE OF SERVICES
Following an initial evaluation of each response to this RFP, the City may conduct interviews with ESCOs to discuss in detail the contents of their responses. However, the City is under no obligation to enter into discussions with any of the Responders. The City may then negotiate the services of an ESCO selected pursuant to Government Code Section 4217.10, et seq., or any other procurement method, to conduct an Investment Grade Audit, or IGA.

The following sections describe the scope of work to be performed by the ESCO in the IGA. The ESCO is further expected, for agreed upon projects, to provide the design and construction services to perform the scope of work resulting in a complete project including drawings, specifications, equipment procurement, construction, and startup testing to provide a working system. In addition, all designs shall conform and adhere to industry best practices, applicable industry standards, and regulatory requirements. In the RFP response, the City invites each potential ESCO to respond fully with its capabilities with respect to each category below.

Conduct an Energy IGA
The ESCO shall coordinate with the City all necessary measures, information, and site visits to prepare the IGA. Any requests for information, or other items, shall be submitted to the specified point of contact in a clear, orderly, and concise manner. To the extent consistent with applicable law, the City reserves the right to consider all audit information provided or produced as nonpublic information until various contract stages have occurred, such as the completion of an Energy Audit or the execution of an Energy Services Agreement with an ESCO. The RFP response should include particulars of timing and pricing for the IGA stage.

Scope of Work Design and Drawings
As part of the IGA, the ESCO will prepare plans, specifications, probable construction costs, energy savings calculations, technical memorandums, and other design related documents sufficient to contractually implement savings and improvements as identified in the Energy Audit or as otherwise available. The project plans will describe the work and associated switch over and sequencing to maintain operation during construction. The project documents shall also describe the maintenance requirements necessary to ensure continued energy savings and provide incentive, rebate, grant, and other financing information for each measure identified that may be available to the City.

Page | 6
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
All plans and specifications will be submitted for review to the City. It is important that the City’s staff has input to and fully agrees upon the design, technology and operational intent; after which final, firm pricing and guaranteed savings will be presented at the conclusion at the IGA phase.

The City shall have the option to reject any presented calculations of savings, potential savings allowed, or project recommendations.

The ESCO will utilize site visits to gain knowledge and understanding of the project. Through regular progress meetings, the ESCO will develop and share with the City the scope of work, projected savings and costs. At the conclusion of the IGA, the City will have a shovel-ready deliverable with scope of work, drawings, a firm, fixed price construction agreement with documented energy, operational and maintenance savings.

Upon award, the selected respondent will be required to perform site assessments at each of the City’s facilities to evaluate infrastructure improvements in order to develop a scope of work tailored for its needs. Specifically, the awarded respondent will evaluate and propose applicable conservation measures including but not limited to:
• Heating Ventilation & Air Conditioning (HVAC) system optimization, retrofit, upgrade or replacement
• Interior, exterior and sport lighting upgrades
• Street light upgrades
• Building Automation System (BAS) installation, upgrade, or expansion • Water / wastewater efficiency improvements
• Solar and other renewable technology
• Battery energy storage
• Water conservation
• Building envelope upgrades
• Other related infrastructure improvements
• Other training, remote monitoring services, and on-going support services that will ensure objectives of program are met over the term of the agreement The selected respondent will then implement an agreed upon scope of work once approved by Council. All proposed infrastructure improvements must be provided on a turn-key basis including all necessary permits, engineering, delivery, installation, commissioning, training, warranty service, and compliance with any applicable funding programs.

Page | 7
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
Construction Services
For projects accepted by the City, the ESCO will perform the construction and procure the equipment and materials as designed to provide a complete system as designed. In addition, the ESCO will provide construction support services, including as necessary for meetings, design clarifications, inspection of installation, review of change orders, and drafting for as-built record drawings.

Monitor project savings
Following the construction phase, the ESCO shall monitor project savings, including but not limited to providing an energy savings guarantee following the International Performance Measurement and Verification Protocol (IPMVP). The City will be provided options for how it would like to see the savings reported in terms of frequency and format.

Marketing Plan
The ESCO shall work with the City to provide a marketing plan that highlights the positive aspects of the project for press releases, community events and outreach. This will be developed in the IGA and implemented during the construction phase.

V. SITE WALKTHROUGH
Contractors wishing to schedule a site walkthrough can contact the Public Works Department.

Please give at least 48 hours’ notice. To schedule a site walkthrough, contact:

Jesus Villegas Peimbert
Public Works Director/City Engineer
549 Pierce Avenue
Calexico, CA 92231
Office: (760) 768-2160
Email: [email protected]
Page | 8
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
VI. TENTATIVE SCHEDULE

1. Request for Proposals Release Date October 22, 2025

2. Site Walkthroughs – Per Contractor Request As requested, before October 31, 2025

3. Questions Due 3:00 PM November 05, 2025

4. Proposals Due 3:00 PM November 12, 2025

5. City Council Selection and Award (estimated) December 3, 2025 VII. MINIMUM REQUIREMENTS
Respondents must meet the following minimum requirements to participate in the City’s RFP process:
• Successfully implemented at least five (5) energy performance contracts for the public sector clients in the last (3) years.
• Have five (5) California public agency references for which the respondent has provided turn-key responsibility including guaranteed energy savings in the past three (3) years.
• Current accreditation by the National Association of Energy Services Companies (NAESCO), and be included on the U.S. Department of Energy’s (DOE) Qualified List of Energy Service Companies
• Active General Contractor license in California
• Minimum of $5 Million in bonding capacity
• No pending or recent litigation associated with the savings performance and/or measurement and verification (M&V) of a guaranteed energy savings project.

VIII. PROPOSAL REQUIREMENTS
Proposal responses must adhere to the requirements set forth in this section, both for content and sequence. Failure to adhere to these requirements or the inclusion of conditions, limitations or misrepresentations may be cause for rejection of the submittal. Use 8.5” x 11” sheets (foldout are acceptable for charts, etc.) and font size large enough to be easily legible, but not smaller than 11 point. The original proposal and each subsequent copy must be submitted on paper, properly bound, appropriately tabbed and labeled in the following order:

Page | 9
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
A. Cover Letter: Provide a cover letter and introduction, including the name and address of the organization and individual submitting the proposal, together with the name, address, telephone and fax numbers, and e-mail address of the contact person who will be authorized to represent the organization, and an expression of the contractor’s ability and desire to meet the requirements of this Request for Proposals. The letter must be signed by an individual authorized to bind the firm contractually.

B. Table of Contents: This section shall include a detailed table of contents and an outline of the submittal, identified by sequential page number and by section reference number, and section title as describe herein.

C. Contractor Qualifications: Describe the contractor’s resources, experience, and capabilities as it relates to the Scope of Services. Submit in the order identified below:

1. Executive Summary: An executive summary should briefly describe the contractor’s qualifications, including experience in the development, implementation, and monitoring of a comprehensive infrastructure modernization and utility savings program. The summary should include a description of similar projects completed for other cities or counties.

2. Approach and Scope of Work: Describe the contractor’s approach to completing the development, implementation, and monitoring of a comprehensive infrastructure modernization and utility savings program, a summary of major tasks and key sub-tasks, and identify proposed meetings including any public outreach meetings, public hearings, and deliverables.

3. Work Schedule: Include a proposed project timeline with specific tasks envisioned for this project, including staffing.

4. Qualifications and Experience: Provide the contractor’s background and qualifications to perform the requested services. Identify any subcontractors. Identify all project personnel and their role in the development, implementation, and monitoring of a comprehensive infrastructure modernization and utility savings program. Summarize relevant qualifications and experience of each of the identified personnel.

Page | 10
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

5. References: The contractor shall provide a minimum of 4 client references, preferably city or county governments for whom the contractor has previously had contracts with for the provision of services of equal type and scope within the last 5 years.

6. Litigation Disclosure: Describe any involvement as a party in any formal litigation, arbitration or mediation associated with savings performance on an energy savings contract or specifically related to an Investment Grade Audit (IGA) agreement in the last five years under any previous or current firm names, along with a description of the nature and outcome of such litigation.

7. Media Attachments: CDs or DVDs shall be provided within a storage page at the end of the document or within a storage pockets attached to the interior of the last page of the document with the contents of the CD or DVD clearly labeled. Documents within the CD or DVD shall be in .docx or .pdf format.

8. Funding Sources: Describe the respondent’s experience with obtaining funding for California public agency infrastructure needs and sustainability programs. Please describe specific funding sources that the respondent has facilitated and successfully obtained including any funding solutions or approaches which may be unique or exclusive to the respondent.

9. Savings: Describe the respondent’s approach to projecting and proving utility savings. Describe the methodology and formulas utilized for reporting of the savings. Provide a description of monitoring services after implementation. List any projects/customers in which the guaranteed savings was not met and how each was resolved.

10. Contracts, Forms and Pricing: Provide sample contracts for an investment grade audit, project installation, Measurement & Verification (M&V) including terms and conditions. Complete and include enclosed pricing proposal and acknowledgement form.

If activity levels exceed those described, then the firm may be entitled to additional compensation on a pro-rated basis. Hourly rates for such work must be included in the proposal.

Page | 11
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

11. Additional Information: Provide any additional information you believe will be helpful to assist in the review of your proposal. Include any attachments, exhibits, or reports which may help us gain an understanding of your firm’s ability to provide this service to the City of Calexico.

IX. PROPOSAL SUBMISSION REQUIREMENTS
The City must receive Five (5) bound copies and one (1) unbound, reproducible copy of the proposal, along with one (1) electronic copy in Adobe Portable Document format (“.pdf”) on a USB flash drive. The sealed proposals must be received by the office of the City Clerk by 3:00 P.M. on Wednesday, November 12, 2025 (no exceptions). The City reserves the right to issue written notice to all participating contractors with any changes in the submission schedule, scope of work or work-related products, should it be determined that such changes are necessary.

All proposals must be delivered by the deadline date to:

City of Calexico
Office of the City Clerk
608 Heber Avenue
Calexico, CA 92231

SEALED BID ENCLOSED
RE: Infrastructure Modernization & Utility Savings Program ** All submitted documents will become part of the City’s official files and will not be returned ** Page | 12
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

Name of Respondent: _____________________________________________________ INVESTMENT GRADE AUDIT (IGA):

YES NO N/A
What is the respondent’s price to complete an IGA?
$___________________per square foot
IMPLEMENTATION:

What is the respondent’s profit fee for program implementation? Overhead % ____________________
Profit % _______________________
Page | 13
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
X. SELECTION PROCESS
Based on relevant work experience, the completeness of the responses, cost and the overall project approach identified in the proposals received, the most qualified contractor will be selected. If determined by the City it is needed, qualified contractors will be invited, at their expense, for an interview with the selection committee.

The City will review the RFP responses received, considering factors including the qualifications of the personnel performing work; the ability of the ESCO to complete contracted work on time and within budget; the experience of the organization as an ESCO; the ESCO’s demonstrated understanding of the project, suggested project approach and required tasks to accomplish the work; the ESCO’s demonstrated familiarity with local, county, state, federal, and wastewater industry regulations and procedures; the Responder’s knowledge of energy entities including rate structures; participation and leadership with the Design-Build Institute of America or similar organizations; the feasibility of the ESCO’s proposed schedule; cost for the IGA; and the ESCO’s experience with performance contracts, among other factors.

The City reserves the right to reject any or all proposals for any reason. The services to be provided shall be accordance with the City’s standard contractor services agreement which will be approved by the City Council (Refer to attached sample agreement.) Questions regarding this Request for Proposal may be directed to:

Mr. Jesus Villegas Peimbert
Public Works Director/City Engineer
City of Calexico
608 Heber Avenue
Calexico, CA 92251
or via email at [email protected]
The intention is to negotiate and award a contract within thirty (30) days of the date of the date of receipt of proposals. Proposals may be delivered in person, by mail, or by delivery service. No telephone or fax submittal will be accepted. Responsibility for delivery and acknowledgment shall rest with the person or contractor submitting the proposal.

Page | 14
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
XI. BUSINESS LICENSE REQUIREMENT
After selection and execution of a contractor services Agreement and prior to rendering services to the City, the successful contractor shall obtain a business license from the City. It is unlawful for any person to furnish supplies or services or transact any kind of business in the City without obtaining a business license from the City. Business license applications are available at:
https://www.calexico.ca.gov/index.asp?SEC=6A842C14-71D2-4815-8D75- 89A210535E65&Type=B_BASIC
XII. CITY FACILITIES
City facilities listings:

1. City Hall, 608 Heber Avenue, Calexico, CA

2. Police Station, 420 E. Fifth Street, Calexico, CA

3. Fire Station I, 430 E. Fifth Street, Calexico, CA

4. Fire Station II, 900 W. Grant Street, Calexico, CA

5. Camarena Library, 850 Encinas Avenue, Calexico, CA

6. Community Center, 707 Dool Avenue, Calexico, CA

7. Traffic Control Office, 101 Paulin Avenue, Calexico, CA

8. International Airport, 801 W. Second Street, Calexico, CA

9. Wastewater Treatment Plant, 298 W. Second Street, Calexico, CA

10. Water Treatment Plant, 545 Pierce Avenue, Calexico, CA

11. Public Works Yard, 549 Pierce Avenue, Calexico, CA

12. Raw Water Reservoir, 500 block of Sam Ellis Street, Calexico, CA

13. Eastside Water Reservoir, 800 block Cole Blvd., Calexico, CA

14. Various City Parks and Green-Areas

15. Various Lift Stations

16. Various Street Lights
5 PROPOSED

AGREEMENT
FOR

CONSULTING SERVICES

BETWEEN THE

CITY OF CALEXICO
AND
TBD
FOR

INFRASTRUCTURE MODERNIZATION AND UTILITY SAVINGS

PROGRAM
Page | 2
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of the _____ day of ______December 2025, by and between the City of Calexico ("City") and __________________("Contractor").

RECITALS
A. Contractor is specially trained, experienced and competent to perform the special services which will be required by this Agreement; and
B. Contractor possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein.

AGREEMENT

1. Scope of Services. The Contractor shall furnish the following services in a professional manner. Contractor shall perform the services described on Exhibit A which is attached hereto and incorporated herein by reference. Contractor shall provide said services at the time, place, and in the manner specified in Exhibit A, subject to the direction of the City through its staff that it may provide from time to time.

2. Time of Performance. The services of Contractor are to commence upon execution of this Agreement and shall continue until all authorized work is approved by the City. a. Investment Grade Assessment (IGA) and Preliminary Scope (PA) shall be completed no later than mid-February 2026.
b. Study session #1 shall be completed no later than mid-March 2026. c. Final report shall be submitted to City Council no later than April 8, 2026 to consider implementation.

Time is of the essence for every provision of this agreement that states a time for performance and for every deadline imposed by the City.

3. Compensation. Compensation to be paid to Contractor shall be as set forth in Exhibit B, which is attached hereto and incorporated herein by reference. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

Page | 3
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

4. Method of Payment. Contractor shall submit monthly billings to City describing the work performed during the preceding month. Contractor's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Contractor no later than 30 days after approval of the monthly invoice by City staff.

5. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Contractor, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Contractor for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Contractor or to any other party. Contractor shall, at Contractor's expense, provide such reports, plans, studies, documents and other writings to City upon written request. 6 Independent Contractor. It is understood that Contractor, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Contractor shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Contractor hereby expressly waives any claim it may have to any such rights.

7. Interest of Contractor. Contractor (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by and during this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Contractor's services hereunder. Contractor further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

Contractor is not a designated employee within the meaning of the Political Reform Act because Contractor:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) Page | 4
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025

8. Professional Ability of Contractor. City has relied upon the professional training and ability of Contractor to perform the services hereunder as a material inducement to enter into this Agreement. Contractor shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Contractor under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Contractor's field of expertise.

9. Indemnity. Contractor agrees to indemnify, including the cost to defend, the City, and its officers, agents and employees from any and all claims, demands, costs or liability that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor and its agents in the performance of services under this contract. This indemnity does not apply to liability for damages for death or bodily injury to persons, injury to property, or other loss, damage or expense arising from the sole negligence, willful misconduct or defects in design by the City or its agents, servants, or independent contractors who are directly responsible to the City, or the active negligence of the City.

To the fullest extent permitted by law, the Contractor shall (1) immediately defend and (2) indemnify the City, and its councilmembers, officers, agents, and employees from and against all liabilities regardless of nature or type that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, or its employees, agents, or subcontractors.

Liabilities subject to the duties to defend and indemnify include, without limitation, all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution. The Contractor’s obligation to indemnify applies unless it is finally adjudicated that the liability was caused by the sole active negligence or sole willful misconduct of an indemnified party. If it is finally adjudicated that liability is caused by the comparative active negligence or willful misconduct of an indemnified party, then Contractor’s indemnification obligation shall be reduced in proportion to the established comparative liability. (b) The duty to defend is a separate and distinct obligation from Contractor’s duty to indemnify. Contractor shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its councilmembers, officers, agents, and employees, immediately upon tender to Contractor of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Page | 5
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
Contractor from its separate and distinct obligation to defend under this section. The obligation to defend extends through final judgment, including exhaustion of any appeals. The defense obligation includes an obligation to provide independent defense counsel if Contractor asserts that liability is caused in whole or in part by the negligence or willful misconduct of the indemnified party. If it is finally adjudicated that liability was caused by the comparative active negligence or willful misconduct of an indemnified party, Contractor may submit a claim to the City for reimbursement of reasonable attorneys’ fees and defense costs in proportion to the established comparative liability of the indemnified party. (c) The review, acceptance or approval of the City’s work or work product by any indemnified party shall not affect, relieve or reduce the City’s indemnification or defense obligations. This Section survives completion of the services or the termination of this contract.

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

10. Insurance Requirements.
a. Contractor, at Contractor's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies. i. Workers' Compensation Coverage. Contractor shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Contractor shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Contractor for City. This provision shall not apply if Contractor has no employees performing work under this Agreement. If the Contractor has no employees for the purposes of this Agreement, Contractor shall sign the "Certificate of Exemption from Workers' Compensation Insurance" which is attached hereto as Exhibit C.

Page | 6
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
ii. General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. iii. Automobile Liability Coverage. Contractor shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
iv. Errors and Omissions Liability. Contractor shall maintain errors and omissions liability insurance for all work performed under this Agreement in an amount of not less than one million dollars ($1,000,000). b. Policy Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language:
i. The City of Calexico, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Contractor, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it.

Page | 7
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
v. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Contractor shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
d. Certificates of Insurance and Endorsements. Contractor shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.

11. Compliance with Laws. Contractor shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations.

12. California Labor Code Requirements.
a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects (“Prevailing Wage Laws”). If the services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to Page | 8
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1).

The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4.
b. If the services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable.

Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
c. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant’s performance of services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor.
d. No contractor or subcontractor may be listed on a proposal for a public works project submitted on or after March 1, 2015, unless registered with the Department of Industrial Relations (DIR) pursuant to Labor Code section 1725.5, or unless the contractor or subcontractor qualifies for an exception from this requirement, for proposal purposes only, as set forth in Labor Code section 1771.1(a). If contractor or subcontractor believes that such an exception in 1771.1(a) applies, it must provide the applicable exception(s) in its proposal. Even those contractors or subcontractors who qualify for Page | 9
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
an exception under 1771.1(a) must be registered with DIR at the time of award, if such award is made on or after April 1, 2015. No contractor or subcontractor may be awarded a contract for public work on a public works project awarded on or after April 1, 2015 unless registered with DIR pursuant to Labor Code section 1725.5. This project is subject to compliance monitoring and enforcement by the DIR.

12. Licenses. Contractor represents and warrants to City that it has all licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Contractor to practice its profession. Contractor represents and warrants to City that Contractor shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Contractor to practice its profession. Contractor shall obtain a City of Calexico Business License.

13. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Imperial, California.

14. Written Notification. Any notice, demand, request, consent, approval or communication that either party desires or is required to give to the other party shall be in writing and either served personally or sent prepaid, first class mail. Any such notice, demand, etc. shall be addressed to the other party at the address set forth herein below. Either party may change its address by notifying the other party of the change of address. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.

If to City: City of Calexico, City Manager
608 Heber Ave.

Calexico, CA 92231
If to Contractor: TBD

15. Contractor's Books and Records.
a. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to Page | 10
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor to this Agreement.
b. Contractor shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Contractor's address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Contractor's business, City may, by written request by any of the above named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Contractor, Contractor's representatives, or Contractor's successor-in-interest.

16. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Contractor. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.

17. Amendments. This Agreement may be modified or amended only by a written document executed by both Contractor and City and approved as to form by the City Attorney.

18. Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder.

19. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least Page | 11
Request for Proposals No. 2025-700 – City of Calexico Infrastructure Modernization and Utility Savings Program Proposal Due Date: November 12, 2025
one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

20. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Contractor. Assignments of any or all rights, duties or obligations of the Contractor under this Agreement will be permitted only with the express consent of the City. Contractor shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, Contractor shall be fully responsible to City for all acts or omissions of the subcontractor. Nothing in this Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

21. Termination. This Agreement may be terminated by the City immediately for cause or by either party without cause upon fifteen days' written notice of termination. Upon termination, Contractor shall be entitled to compensation for services performed up to the effective date of termination.

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.

CITY OF CALEXICO: CONTRACTOR:
__________________________ __________________________
Benjamin Martinez
City Manager
APPROVED AS TO FORM: ATTEST:
__________________________ __________________________
Veronica Alvarado
City Attorney City Clerk

Calexico City CouncilJanuary 21, 2026

Calexico City Council
January 21, 2026