CUSTOMER/END USER may require country of origin on all products and invoices submitted for payment by Contractor. and Contractor agrees to comply with any such requirement.
Air Act (42 U.S.C . 74Ol -7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 125 I - 1387). Violations must be reported to the Federal awarding agency and the Regional O{Ice ofthe Environmental Protection Agency (EPA).
Pursuant to the Federal Rule above, Contractor cenifies that it is in compliance with all applicable provisions of the Clean Air Act (42 U.5.C.7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. l25l-1387) and will remain in compliance during the term ofthe Contract.
ARTICLE, 26: PREVAILING WAGE
Contractor and any potential subcontractors have a duty to and shall pay the prevailing wage rate under the Davis-Bacon Act, 40 U.S.C. 276a-276a-5, as amended, and the regulations adopted thereunder contained in 29 C.F.R. pt. I and 5.
ARTICLI] 27: CONTRACT WORK HOURS AND SAFETY STANDARDS
As per the Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). where applicable. all CUSTOMER/END USER Purchase Orders in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department ofLabor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 ofthe Act, each contractor must be required to compute the wages ofevery mechanic and laborer, on the basis ofa standard work week of40 hours. Work in excess ofthe standard work week is permissible provided that the worker is compensated at a rate ofnot less than one and a half times the basic rate ofpay for all hours worked in excess of40 hours in the work week. The requirements of40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary. hazardous. or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportalion or transmission ofintelligence.
ARTICLE 28: PROFIT AS A S ARATE ELEMENT OF PRICE
For purchases using federal funds more than the current Simplified Acquisition Threshold of$250.000. requires negotiation ofprofit as a separate element ofthe price. See. 2 CFR 200.324(b). Contractor agrees to provide information and negotiate regarding profit as a separate element of the price for the purchase. Contractor also agrees that the total price. including profit. charged by Contractor will not exceed the awarded pricing. including any applicable discount. under any awarded contract.
ARTICLE 29: BYRD ANTI-LOBBYING AMF:,NDMENT
Byrd Anti-Lobbying Amendment (3 I U.S.C. I 352) - Contractors that apply or bid tbr an award exceeding S100.000 must file the required anti-lobbying certification. Each tier must certify to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee ofany agency. a member ofCongress, officer or employee ofCongress, or an employee ofa member ofCongress in connection with obtaining any Federal contract. grant or any other award covered by 3l U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier, up to the CUSTOMER/END USER. As applicable, Contractor agrees to file all cenifications and disclosures required by, and otherwise comply with. the Byrd Anti-Lobbying Amendment (3 | USC I 352). Contractor certifies that it is currently in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendmenl (31 U.S.C. 1352) and will continue to be in compliance throughout the term ofthe Contract and further certifies that:
I . No Federal appropriated funds have been paid or will be paid by or on behalf of the Contractor, to any person for influencing or attempting to influence an officer or employee ofany agency, a Member of Congress, an o{Ticer or employee ofCongress, or an employee ofa Member ofCongress in connection
DocuSqn Envelope lD 885DF563-3C43.4D6CgCCt140CF2FFgFFE
OocuSgn Envelope lD 885DF563-3C43-4D65-9CC5-l40CF2FFgFFE with the awarding ofa Federal contract, the making of a Federal Grant, the making of a Federal Loan. the entering into a cooperative Master Agreement, and the extension. continuation, renewal. amendment, or modification ofa Federal contract. grant, loan, or cooperative Master Agreement.
2. lf any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing, or attempting to influence, an officer or employee ofa Member ofCongress in connection with a Federal contract. grant. loan. or cooperative Master Agreement, Contractor shall complete and submit Standard Form - LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions.
3. Contractor shall require that the language ofthis certification be included in the award documents for all subawards at all tiers (including subcontracts. subgrants, and contracts under grants. loans, and cooperative Master Agreements) and that all subcontractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission ofthis certificate is a prerequisite for making or entering into this transaction imposed by Section 1352, title 31. U.S. Code. Any person who fails to file the required cenification shall be subject to a civil penalty ofnot less than $10,000 and not more than $100,000 for each such failure.
ARTICLE 30: COMPLIAN CF, wITH EPA REGULATIONS APPLICABLE TO GRAN TS
SUBGRANTS, COOPERATIVE MASTER AGREEMENTS , AND CONTRACTS Contractor certifies compliance with all applicable standards, orders. regulations. and/or requirements issued pursuant to the Clean Air Act of 1970. as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Acr. as amended (13 U.S.C. 1368). Executive Order I 17389 and Environmental Protection Agency Regulation,40 CFR Part 15.
ARTICLE,3I: COMPLIANCE WI'I'H ENI,RGY POLICY AND CONSERVATION ACT Contractor certifies that Contractor will be in compliance with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L.94-163,89 Stat. 871).
Doc!Sign Envelope lD 885DF56}.3C43-4D65-9CC5-140CF2FFgFFE Request For Proposal flSC06-24
Title: Sewer/Storm Water, Hydro-Excavating Equipment and Related Services
4. Specifications/Categories/ScopeofWork
This is an indefinite quantity/indefinite delivery offerings contract - The HGACBUy Customer is responsible to ensure adequate competition is performed between the various contractors or contractors outside of HGACBuy to determine price reasonableness that might be required per any funding agency. Customer will need to ensure compliance with any funding agency requirements before proceeding with a purchase order under this contract, Please consult legal counsel regarding questions concernint compliance as a contractor under this solicitation.
4.1,. Categories
This Solicitation is divided into ten (10)separate but related product categories (AJ). When submitting a response, Respondent may choose to submit a response to any of the cateSories or all of them. No additional weighted value will be assigned to a response that addresses more than one or all categories listed. All equipment must be the manufacturer's new and current model and must be fully operational upon delivery to the Customer. Please note: awarded contracts for SC05-24 allow contractors to update their manufacturer pricing and product offerings at any time during the course of the four-year contract term.
Alternative FuelVehicles: All responses that include electric, hybrid, or other alternative fuelvehicles or equipment must list these vehicles in Category H. lfthat specific product is also available with an internal combustion engine (lCE), please list the ICE vehicle separately in the appropriate vehicle category. Category H should only include the alternative fuel vehicles, regardless of vehicle function or type.
Product categories are as follows:
A. Sewer/Storm water/Pipeline Cleaners - Truck and Trailer mounted B. ,et Rodders - Truck and Trailer mounted
C. Hydro-Excavators - Truck and Trailer mounted
D. sewer/Storm water/Pipeline lnspection System - portable E. Sewer/Storm Water/Pipeline lnspection System Vans and Trailers F. Miscellaneous Sewer/Storm water cleaning vehicles/Eguipment G. Miscellaneous Sewer/Storm Water Cleanint Services
H. Electric/Aternative Fuel Sewer/Storm Water Cleanin& Hydro-Excavator, lnspection, or related vehicles
Response listings/descriptions must be organized bY major sub-categories including Manufacturer, model, chassis, vehicle type, fuel/propulsion type, and function. l. Sewer/Storm Water CleaninB and related vehicle Service/Maintenance Plans Response listings/descriptions must include plan details, including details about which fees are included in costs, and items such as labor rates, and fee structures. l2
Doc!Srgn Envelope lD 885DF563-3C43-4D65-9CC5-l40CF2FFgFFE Request For Proposal fl5c06-24
Title: Sewer/Storm Water, Hydro Excavating Equipment and Related Services J. Sewer/Storm Water Cleaning and related vehicle Parts and Supplies Response listing need only to include catalog name and percentage discount.
Please include in your response a complete listing or catalog of vehicle ootion packases. dealer options. and accessories separately. Please clearly indicate if the options are model or vehicle specific, or only available for specific models or vehicles. Options must be clearly identified as u pgrades or downgrades and clearly show the net effect to the price of the base model. Please upload in Section 1.0.1.5 - no zip files can be accepted.
This solicitation does not include the following types of vehicles, which are included in other HGACBuy contlacts:
Earth Moving and Construction Equipment (EM06-19),
Street Sweeping Equipment (SW04-20),
Grounds and Turf Equipment (GR01-20), or
Medium and Heavy Duty Trucks and Truck Bodies (HT06-2U
4.2. Manuals and Base Model Specs
A. Contractor must supply atthetimeof delivery, at least one complete owner's manual or complete operations and service documentation covering the completed vehicles as delivered and accepted.
B. Respondent must supply the following information with their response: Tech n ica I S pecifications, Product Brochures, Tear Sheets, Cut Sheets, Strippers, etc. which clearly show all the standard features and capabilities of each base model on the response listing Please upload in Section
10.1.5 - no zio files can be accepted.
4.3. Service / Maintenance Plans and Parts
All service/maintenance plan listings must clearly indicate the cost structure for such plans, including which costs and fees are included (ex: hourly labor rates, shop fees, supply fees, environmental fees)
4.4. Final Contract Delivera bles
Contractor agrees to submit written quarterly reports to H-GAC detailing all transactions during the previous three (3) month period. Reports must include, but are not limited, to the following information . Customer Name and address
. HGACBUy confirmation number
o Product/Servicepurchased
. Customer Purchase Order Number
. Purchase Order Date
13 DocuSrgn Envelope lO B85OF56$3C43-4D65-9CC$l40CF2FF9FFE Request For Proposal tSC06'24
Title: Sewer/Storm Water, Hydro-Excavating Equipment and Related Services . Product/Service dollar amount
. HGACBUy Order Processing Charge amount
Reports must be provided to H-GAC in Excel or other acceptable electronic format by the 30th day of the month following the quarter being reported. lf Contractor defaults in providing Products or Services reporting as required by the contract, recourse may be exercised through cancellation of the contract and other legal remedies as appropriate.
1-4
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Agenda Item No. D-5
DATE SUBMITTED
SUBMITTED BY
DATE ACTION REQUIRED
COUNCIL ACTION
PT]BI,IC HEARING REQLJIRED
R.ESOLUTION
ORDINANCE IST READTNG
ORDINANCE 2ND READING
CITY CT,ERK'S INITIALS
PUBLIC SERVICI]S
I t/5/25
IMPERIAL CITY COUNCIL
AGENDA ITEM
X
SUBJECT DISCUSSION/ACTION:
l. Accept hoposal from Climatec Energt Services for lnfrastructure Modemization & Utility Savings kogram (Request for Proposal (RFP) 2025-10
BACKGROUND/SUMMARY
On July 7, 2025, a Request for Proposals (RFP) was issued and publicly advertised for the Infrastructure Modemization and Utility Savings Program.
The city is experiencing significant rising cosl pressures from utilities as IID has increased rates by 690% over the last five years. with further double-digit increases expected in the coming years. To combat these cost escalations. the City issued an RFP in July 2025 for the design and implementation of comprehensive infrastructure modernizations and utility savings measures throughoul all City-owned facilities.
The city received one proposal. Staff recommends awarding RFP No. 2025-10. Infrastructure Modemization & Utility Savings Program, to Climatec as the successful respondent and entering into an Energy Services Agreement to commence program development.
See attached documents for additional information
FISCAL IMPACT:
None at this time.
See atlached document for details
FINANCE
INITIALS /\, )
STAFF RECOMMENDATION:
Approval to proceed
DEPT.
INITIALS
MANAGER'S RECOMMENDATION : CITY
MANACER's (rlt^t{ INITIALS 0Mn
IvIOTION
APPROVED 0
DISAPPROVED O
REJECTED (
DEFERRED (
SECONDED:
AYES:
NAYES:
ABSENT: REFERRED
TO:
10t29t25
6n
i,i.,'
This Energy lnfrastructure Modernization Program Agreement ("Agreement") is made and entered into as of the last signature date set forth below ("Effective Date"), Between CITY OF IMPERIAL
420 S Imperial Avenue
lmperial, CA 92251
Attn: David Dale, PE
(760) s55-4371
('crrY")
And CLIMATEC, LLC
13715 Stowe Drive
Poway, CA 92064
Attn: Ashley Lough
(602) 400-2859
("CLIMATEC" or "ESCO")
CITY and ESCO each may be referred to herein as a "Party" and collectively as the "Parties." WHEREAS, CITY Council and Staff agree it is in the City's best interest to engage an experienced and qualified energy services company for the development and implementation plan of a Citywide lnfrastructure Modernization & Utility Savings Program ("Program") consistent with the provisions of California Government Code sections 4217.10 - 4217 .18 that will provide sustained cost savings and operational efficiency at project site locations.
WHEREAS, CITY advertised a formal competitive selection process through Request for Proposals (RFP) No. 2025-10 and selected CLIMATEC to conduct all phases of the Program including citywide site assessments, program development and implementation; WHEREAS, ESCO will complete a comprehensive preliminary assessment ("PA") for energy, gas, and water infrastructure at CITY facilities identified in Attachment "A," which is attached to this Agreement and incorporated herein by this reference, at no cost obligation to CITY in order to develop preliminary scope of work and funding plan options that meet CITY's Program objectives; and WHEREAS, ESCO will complete a detailed assessment ("DA") at no cost obligation to CITY in order to finalize the desired scope of work and funding plan, provided Staff and Council confirm the Energy Services Agreement
Crry or lupeRrRl
INFRASTRUCTURE
MODERN IZATION & UTILITY
SAVINGS PROGRAM
AcReeueur
I 8t27t2025
Program to be implemented by ESCO and set a target action date for Council approval; and WHEREAS, subject to separate Council approval, Agreement will be amended for ESCO to implement the agreed upon scope of work as the design/build general contractor, and implementation may be phased according to funding availability and CITY priorities; and WHEREAS, funding plan options will be based on funding plans used by other California cities for similar projects, ESCO neither provides financial advice nor functions as a Municipal Financial Advisor, and CITY'S Finance Department, Municipal Financial Advisor and/or City leadership shall be responsible for reviewing the options to provide recommendations to Staff and Council; and WHEREAS, Parties intend to meet procurement requirements for eligible local, state and federal funding sources under the formal procurement process conducted for RFP No. 2025-10 ot California Government Code sections 4217 .10 - 4217 .18i
WHEREAS, ESCO does not engage in or advise on public contracting on CITY's behalf, and both RFP No. 2025-10 and this Agreement affirm CITY'S intent to work with ESCO for all Program phases; ESCO will be disqualified from future bids or RFPs for projects developed under this Agreement if CITY elects not to award ESCO as the design/build general contractor for Program implementation; and
WHEREAS, ESCO is considered competent to perform the Program services for CITY; and WHEREAS, CITY and ESCO desire to enter into this Agreement for the performance of the Services described herein.
NOW, THEREFORE, in consideration of the mutual covenants, promises, terms, and conditions set forth herein, and the mutual benefits derived therefrom, the Parties hereby agree as follows:
1. DESCRIPTION OF SERVICES. ESCO shall furnish all the Services described in Attachment "A" and "8" ("Services") within the Program term
2. TERM. The term of this Agreement shall be from the Effective Date of the Agreement through December 31, 2029. The term may be modified by mutual agreement of the Parties.
3. COMPEN SATION CITY shall pay, and ESCO shall accept in full, an amount not to exceed the sum of $0 for the scope of services outlined in Attachment A - Section C for Program development. Subject to separate Council approval, compensation will be amended to include a not-to-exceed turnkey price for ESCO to implement the agreed upon scope as design/build general contractor as outlined in Attachment B. The turnkey implementation price will include ESCO'S 5% pro{it fee and recouped program development costs. ESCO shall be compensated only for performance of the Services described in the Agreement. No compensation shall be provided for any other work or services without CITY's prior written consent.
4. PERFORMANCE. ESCO shall faithful ly perform the Services in a proficient manner and in accord with the terms of this Agreement. ESCO shall be responsible for the professional quality, technical accuracy, timely completion, and coordination of all reports and other information furnished by ESCO pursuant to this Agreement, except that ESCO shall not be responsible for the accuracy of information supplied by CITY.
5. TERMINATION. The Parties may mutually terminate this Agreement through a writing signed by Energy Services Agreement 2 8t27t2025
both Parties. CITY may terminate this Agreement for any reason upon providing ESCO with 10 days advance written notice. ESCO agrees to cease all work under this Agreement on or before the effective date of any notice of termination. lf CITY terminates this Agreement due to no fault or failure of performance by ESCO, then ESCO shall be compensated based on the work satisfactorily performed at the time of such termination. ln no event shall ESCO be entitled to receive more than the amount that would be paid to ESCO for the full performance of the Services.
6. CITY PROPERTY. All original documents, drawings, electronrc media, and other materials prepared by ESCO pursuant to this Agreement immediately become the exclusive property of CITY and shall not be used by ESCO for any other purpose without CITY's prior written consent.
7. IMPLMENTATION SCOPE OF WORK. The Scope of Work to be implemented shall be populated in Attachment B after the completion of the Detailed Assessment. Contractor shall keep the Site(s) in a reasonably clean condition. The City shall always have access to the Work. Contractor will maintain safety in the performance of the Work and shall erect and maintain, as required by conditions and progress of Work, all necessary safeguards including necessary permits, signs, barriers, lights, and security persons for protection of workers and the public and shall post danger signs warning against hazards created by the Work.
This Agreement is based upon the use of straight time labor only unless stated otherwise in this Agreement. Contractor agrees to keep the job site clean of debris arising out of its own operations.
Except as provided herein, City shall not back charge Contractor for any cost or expenses without Contractors written consent. Unless specifically noted in the scope of work or services undertaken by Contractor under this Agreement, Contractor's obligations under this Agreement expressly exclude any work or service of any nature associated or connected with the identification, abatement, clean up, control, removal or disposal of environment hazards or dangerous substances, to include but not to be limited to asbestos, PCBs, or mold discovered in or on the premises.
However, if any hazardous materials are found, the City has the option to have a 3rd party remediate the hazardous materials or under a separate agreement the Contractor provide remediation at the job site(s). Any language or provision of the Agreement elsewhere contained which may authorize or empower the City to change, modify or alter the scope of work or services to be performed by Contractor shall not operate to compel Contractor to perform any work relating to hazards without Contractor's express written consent
8. SOLAR INSTALLATION. The Work excludes correction of any existing or previous violations of laws, codes or utility requirements and errors and omissions of the City or other contractors not communicated to Contractor. City will provide all discretionary permits (permits requiring the discretion of the issuer) required in time to execute the Work within the agreed upon schedule.
Contractor will provide all non-discretionary, ministerial (permits not requiring thought and discretion of the issuer) permits required for the provision of the solar installation. City agrees to promptly execute and return provided Preliminary lnterconnection Documentation (initial or preliminary paperwork or documentation required by the Utility for interconnection ofthe system to be executed by the system owner), Preliminary Rebate Documentation (documentation comprising the initial or preliminary paperwork required by the administrator of the Rebate or the Rebate to be reserved) (if applicable), and Site Owner Consent Documentation (agreement from the site owner to install system on the real property identified in the proposal) (if applicable). Attachment "8" will include commercially reasonable efforts to promptly obtain the PTO (Permission to Operate) from City's utility. The monitoring equipment provider will provide monitoring hosting services for the first five years of operation. City warrants that they hold title to the installation site and agree to the solar installation on that site.
Terms applicable to the solar scope are as follows:
a. lnterconnection Agreement - means an agreement between the City and a particular utility involved for interconnection of the solar o
Energy Services Agreement 3
ut to the electrical rid
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b. lnterconnection Equipment - all equipment (including wiring and conduit and metering for net metering) on the City side of the main service meter to enable proper interconnection of the solar system to the grid.
Design - Subject to Council approving Program lmplementation, Contractor will complete final elements of design and engineering such as land surveys, geotechnical studies and preparation of design documents and drawings required to prepare submittal packages, obtain permits and procure equipment. Contractor shall prepare the design submittals (prepared by qualified individuals). The submittal shall be submitted to City for approval. City shall provide approvals within fifteen business days from receipt. The Contractor shall not proceed with work until approval is granted by the City.
Unforeseen Site Conditions - Within 10 business days of discovery, Contractor will notify City in writing of (a) subsurface or latent physical conditions at the site differing materially from those described in any contract or City documentation that will affect the price of delivery of the Work.
Should such conditions arise, the City will have several options to consider, including identifying an alternative location for the affected scope (e.9. moving Solar PV array) or removing the scope.
9. INVOICING & PAYMENTS. Contractor may invoice the City for any equipment and/or materials installed at a job site. City shall have no obligation to pay for equipment or supplies unless and until unconditional releases from all suppliers of the same have been provided to the City. Except for amounts in dispute, the City agrees to pay Contractor amounts invoiced upon receipt of invoice for completion of Work. Except for amounts in dispute, City shall retain 5% from all payments as retention in accordance with Public Contract Code Section 7107 . Final Payment, including retention withheld, will be due in accordance with Public Contract Code 7107, or as otherwise provided by law. lf Contractor's undisputed invoice is not paid within 30 days of its receipt, it is delinquent and Contractor may add one percent (1%) per month interest onto delinquent amounts.
10. SUBCONTRACTORS. Contractor shall submit to the City in writing a list of any subcontractors engaged by the Contractor for any Work for the City's prior written approval, not to be unreasonably withheld. Contractor agrees to bind every subcontractor by the terms of this Contract, including, without limitation, indemnification, insurance, business license and warranty requirements.
Contractor shall be fully responsible to City for the Work of its subcontractors and persons directly or indirectly employed by them. The Contract shall not create any contractual relationship between any subcontractor and city.
Contractor and all subcontractors performing the work shall not employ any person who is unfit or unskilled in assigned Work. Contractor and/or subcontractor shall dismiss any person whom City deems incompetent or unfit
11. MATERIALS. All materials shall be new, in compliance with all applicable laws and codes, and shall be covered by a manufacturer's warranty, if appropriate. lf the materials or equipment included in this Agreement become temporarily unavailable, the Contractor shall immediately notify the City in writing of the unavailability and the time for performance of the Work shall be extended to the extent thereof with the City's written consent. ln the case of permanent unavailability, Contractor shall immediately notiry the City in writing of the unavailability and shall only be excused from furnishing said materials with the City's written consent.
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12. COMLETION. The Work shall be considered completed upon written approval by the City, provided thatthe City's approval shall not be unreasonably withheld. The nature ofthe Work consists of multiple projects and/or sites, as eventually to be populated as Attachment B. Once work on a project or a site is deemed by the Contractor to be substantially complete (that is available for beneficial use by the City with the scope of work for that site or project functioning as required) and concurrence is provided by the City, except for minor items (a punch list), Contractor will provide a written Notice of Substantial Completion for that site or project to the City. Final Completion, as previously noted, will occur once the entire scope of work is complete for all sites and projects.
13. CORRECTION OF ERRORS. Contractor shall perform, at its own cost, without reimbursement from the City, any work necessary to correct errors or omissions caused by Contractols failure to comply with the standard of care required herein.
14. WARRANTY. Contractor warrants that the equipment and systems provided under this Agreement shall be free from defects in material and workmanship arising from normal usage for a period of one year from the date of beneficial uses. Within the warranty period, if City provides written notice to Contractor of any such defects within 30 days after the appearance or discovery of such defect, Contractor shall, at its option, repair or replace the defective equipment and return said equipment to City. These warranties do not extend to any equipment which has been repaired by others, abused, altered, or misused, or which has not been properly and reasonably maintained. All transferable manufacturer warranties associated with the equipment will be transferred to the City.
These warranties are in lieu of all other warranties, expressed or implied, including but not limited to those of merchantability and fitness for a specific purpose
15. LIABILITY. Neither party shall be liable to the other for any special, indirect, or consequential damages arising in any manner from the equipment, material, or systems furnished or the work performed pursuant to this Agreement.
16, REBATES. UTILI TY INCENTIVES Unless otherwise stated in the Agreement, or cash flow analysis, any and all rebates, incentives that are earned through the course of this project from public or private utilities, municrpalities, development City's or state funding, with the exception of lighting rebates, are 100% the property of the City or their designee. Lighting rebates are 100% the property of Contractor and are used to reduce the project cost to the City. The paperwork, inspections and verification required to collect these monies (except for lighting rebates) are the sole responsibility of the City.
17. DELAYS. Contractor shall not be liable for any delay in the performance of the Work resulting from or attributed to acts of circumstance beyond Contractor's control, including acts of God, riots, labor disputes, conditions of the premises, or acts or omissions of the City. lf City delays project for greater than 60 calendar days, Contractor can recover any cost inflation on un-billed materials that were either stored or yet to be purchased.
18. DISPUTES. The Dispute Resolution Provisions require that each Claim be in writing, served on the other party, describing speciflc details of the dispute relating to changes in Work or claim for additional compensation, within seven calendar days ofthe occurrence of the condition. This notice must be provided via certified mail. For a reasonable period commencing on the day written notice of dispute was provided, but not to exceed 30 calendar days, the parties shall in good faith attempt to resolve the dispute. lf the parties are unable to resolve the Dispute during this period, the parties shall proceed as required by Public Contract Code Sectrons 9204 and 20104, et seq. Effective January 1, 1991, Section 20104 et seq., ofthe Public Contract Code prescribes a process utilizing informal conferences, non-binding judicial supervised mediation, and judicial arbitration to resolve disputes on construction claims of $375,000 or less. Effective January 1 , 2017, Section 9204 of the Energy Services Agreement 8t27t2025
Public Contract Code prescribes a process for negotiation and mediation to resolve disputes on construction claims. The intent of this Section is to require that the parties hereto shall proceed to resolve any disputes in accordance with the procedures set forth in Sections 9204 and 20104.
19. ln addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Contractor must comply with the claim procedures set forth in Government Code section 900, et seq., prior to filing any lawsuit against the Purchaser
20. CHANGE ORDER (Mid-Performance Amendments). Contractor and the City recognize that
21. City may desire a mid-job change in the specifications or scope that would add time and cost to the specifled work or inconvenience Contractor.
22. Other provisions of the Agreement may be difficult to carry out because of unforeseen events, such as material shortage or labor strikes.
24. PAYMENT & PERFORMANCE BONDS: Contractor shall not commence Work until it has provided to City, in the form provided by the City, a Payment (Labor and Material) Bond and a Performance Bond, each in an amount equivalent to 100% ofthe Contract Price issued by an admitted surety as deflned in Code of Civil Procedure S 995.120.
25. OCCUPANCY: City may occupy buildings before Contract completion and occupancy shall not constitute acceptance of any Work, nor shall occupancy extend the Contract completion date. 26, INSURANCE REQUIREMENTS
a. ESCO shall procure and maintain, at its own cost, during the entire term of this Agreement, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the Services, and the results of such work, by ESCO, its agents, representatives, employees, or subcontractors. lnsurance coverage shall be at least as broad as the following:
(1) Commercial General Liability. lnsurance Services Office ("lSO") Form CG 00 01 covering Commercial General Liability on an "occurren@" basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury, with limits no less than $2,000,000 per occurrence and $4,000,000 general aggregate. (2) Automobile Liability. ISO Form CA 00 0'l covering any auto (Code 1), or if ESCO has no owned autos, hired (Code 8) and non-owned autos (Code 9), with limits no less than $1 ,000,000 per accident for bodily injury and property damage, unless waived by CITY and approved in writing by CITY's Risk and Safety Division. (3) Workers' Compensation. Worker's Compensation as required by the State of California, with Statutory Limits, and Employer's Liability lnsurance with limits of no less than $1 ,000,000 per accident for bodily injury or disease.
(4) Professional Liability (Enors and Omlssions,). Professional Liability (Errors and Omissions) appropriate to ESCO'S profession, with limits no less than $2,000,000 per occurrence or claim and $2,000,000 aggregate.
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23. lf these or other events beyond the control of the parties reasonably require ad.iustments to this Agreement, the parties shall make a good faith attempt to agree on all necessary particulars. Such agreements shall be put in writing, signed by the parties, and added to this Agreement. Failure to reach agreement shall be deemed a dispute to be resolved as agreed in section 20 of this Agreement.
b. Each insurance policy required by this Agreement must be acceptable to CITY Attorney and shall meet the following requirements:
(1) Acceptability of lnsurers. lnsurance coverage must be provided by an insurer authorized to conduct business in the state of California with a current A.M. Best's rating of no less than A-: FSC Vll, or as approved by CITY.
(2) Additional /nsured Status. Both the Commercial General Liability and the Automobile Liability policies must name CITY (including its officials, offlcers, agents, employees, and volunteers) specifically as an additional insured under the policy on a separate endorsement page. The Commercial General Liability additional insured endorsement shall be at least as broad as ISO Form CG 20 10 '1 1 85, or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38, and CG 20 37 if a later edition is used. The Automobile Liability endorsement shall be at least as broad as ISO Form CA 20 01 .
(3) Pimary Coverage. ESCO's insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 with respect to CITY, its officials, officers, agents, employees, and volunteers. Any insurance or self-insurance maintajned by CITY, its officials, officers, agents, employees, or volunteers shall be in excess of ESCO's insurance and shall not contribute with it.
(4) Notice of Cancellation. Each insurance policy shall provide that coverage shall not be canceled, except with prior written notice to Clry.
(5) Subcontractors. lf applicable, ESCO shall require and verify that all subcontractors maintain insurance meeting all the requirements stated within this Agreement, and ESCO shall ensure that CITY (including its officials, officers, agents, employees, and volunteers) is an additional insured on any insurance required from a subcontractor. (6) Waiver of Subrogafior. ESCO hereby grants to CITY a waiver of any right to subrogation that any insurer of ESCO may acquire against CITY by virtue of the payment of any loss under such insurance. ESCO agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this subsection shall apply regardless of whether or not the CITY has received a waiver of subrogation endorsement from the insurer. Any Workers' Compensation policy required by this Agreement shall be endorsed with a waiver of subrogation in favor of CITY for all work performed by the ESCO, its agents, representatives, employees, and subcontractors.
(7) Self-lnsurance. ESCO may, with CITY'S prior written consent, fulfill some or all of the insurance requirements contained in this Agreement under a plan of self- insurance.
ESCO shall only be permitted to utilize such self-insurance if, in the opinion of CITY, ESCO's (i) net worth and (ii) reserves for payment of claims of liability against ESCO are sufficient to adequately compensate for the lack of other insurance coverage required by this Agreement. ESCO's utilization of self- insurance shall not in any way limit the liabilities assumed by ESCO pursuant to this Agreement.
(8) Self-lnsured Refenl,bns. Self-insured retentions must be declared to and approved by ctry.
c. Veification of Coverage. At the time ESCO executes this Agreement, ESCO shall provide CITY with original Certificates of lnsurance including all required amendatory endorsements (or copies of the applicable policy language effecting the insurance coverage required by this Agreement), which shall meet all requirements under this Agreement.
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d. No Limitation of Obligations. The insurance requirements in this Agreement, including the types and limits of insurance coverage ESCO must maintain, and any approval of such insurance by CITY, are not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by ESCO pursuant to this Agreement, including but not limited to any provisions in this Agreement concerning indemnification. e. Failure to comply with any of the insurance requirements in this Agreement, including, but not limited to, a lapse in any required insurance coverage during the term of this Agreement, shall be a material breach of this Agreement. ln the event that ESCO fails to comply with any such insurance requirements in this Agreement, in addition to any other remedies CITY may have, CITY may, at its sole option, (i) immediately terminate this Agreement; or (ii) order ESCO to stop work under this Agreement and/or withhold any payment that becomes due to ESCO until ESCO demonstrates compliance with the insurance requirements in this Agreement.
27. INDEMNIFICATION, DUTY TO DEFEND, AND HOLD HARMLESS
a. Except for consequential, special, or indirect damages or claims, ESCO (including ESCO's agents, employees, and subcontractors, ifany) shall indemnify, defend, and hold harmless CITY, its officials, officers, agents, employees, and volunteers from and against any and all claims, demands, actions, causes of action, proceedings (including but not limited to legal and administrative proceedings of any kind), suits, fines, penalties, judgments, orders, levies, costs, expenses, liabilities, losses, damages, or injuries, in law or equity, including reasonable attorney's fees and other related litigation costs and expenses (collectively, "Claims"), of every nature caused by, arising out of, or in connection with ESCO's performance of the Services or its failure to comply with any of its obligations contained in this Agreement, except where caused by the active negligence, sole negligence, or willful misconduct of CITY, and only to the extent such Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of ESCO. Further, in no event shall the cost to defend charged to the ESCO exceed the ESCO's proportionate percentage of fault.
b. ESCO(including ESCO's agents, employees, and subcontractors, if any) shall indemnify, defend, and hold harmless CITY, its officials, officers, agents, employees, and volunteers from and against any and all Claims (except for consequential, special, or indirect damages or claims) caused by, arising under, or resulting from any violation, or claim of violation, that CITY might suffer, incur, or become subject to by reason of, or occurring as a result of, or allegedly caused by, any work performed pursuant to this Agreement.
c. All tenrs and provisions within this Section 8 shall survive the termination of this Agreement.
29. ATTORNEY'S FEES AND COSTS. ln any action to enforce the terms and conditions of this Agreement, the prevailing Party shall be entitled to reasonable attorney's fees and costs.
30. INDEPENDENT CONTRACTOR. ESCO is an independent contractor, and no agency or employment relationship is created by the execution of this Agreement.
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28. ANTI-ASSIGNI\iIENT CLAUSE. Because the CITY has relied on the particular skills of ESCO in entering into this Agreement, ESCO shall not assign, delegate, or otherwise transfer any duty or right under this Agreement, including as to any portion of the Services, without the CITY's prior written consent. Any purported assignment, delegation, subcontract, or other transfer made without the CITY 's consent shall be void and ineffective. Unless ESCO assigns this entire Agreement, including all rights and duties herein, to a third party with the CITY's prior written consent, ESCO shall be the sole payee under this Agreement. Any and all payments made pursuant to the terms of this Agreement are otherwise not assignable.
33. ANTI-WAIVER CLAUSE. None of the provisions of this Agreement shall be waived by the CITY because of previous failure to insist upon strict performance, nor shall any provision be waived because any other provision has been waived by the CITY, in whole or in part.
34. SEVERABILITY. This Agreement shall be performed and shall be enforceable to the full elitent allowed by applicable law, and the illegality, invalidity, waiver, or unenforceability of any provision of this Agreement shall not affect the legality, validity, applicability, or enforceability of the remaining provisions of this Agreement.
37. PROVISIONS CUMULATIVE. The foregoing provisions are cumulative to, in addition to, and not in limitation of any other rights or remedies available to the CITY.
38. NOTICE. Any statements, communications, or notices to be provided pursuant to this Agreement shall be sent to the attention ofthe persons indicated herein, and the CITY and ESCO shall promptly provide the other Party with notice of any changes to such contact information.
39. BUSINESS LICENSE. ESCO shall obtain a City of lmperial Business License prior to execution of this Agreement and shall maintain such Business License throughout the term of this Agreement 40, CO[/PLIANCE WITH LAWS, PE RMITS- AND LICENSES ESCO shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, rules, and other legal requirements in effect during the term of this Agreement. ESCO shall obtain any and all permits, licenses, and other authorizations necessary to perform the Services. Neither the CITY, nor any elected or appointed boards, officers, officials, employees, or agents of the CITY, shall be liable, at law or in equity, as a result of any failure of ESCO to comply with this section.
41. PREVAILING WAGES. lf applicable, pursuant to California Labor Code section '1770 et seq., ESCO agrees that a prevailing rate and scale of wages, in accordance with applicable laws, shall be paid in performing this Agreement. ESCO shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, rules, and other legal requirements pertaining to the payment of prevailing wages. The prevailing rate and scale to be paid shall be the same as the applicable "General Prevailing Wage Determination" approved by the Department of lndustrial Relations as of the Effective Date of this Agreement, which are available 9 8t27t2025
31. AMENDMENT. This Agreement shall not be amended except in a writing signed by the CITY and ESCO.
32. MERGER CLAUSE. This Agreement, together with its attachments or other documents described or incorporated herein, if any, constitutes the entire agreement and understanding of the CITY and ESCO concerning the subject of this Agreement and supersedes and replaces all prior negotiations, understandings, or proposed agreements, written or oral, except as otherwise provided herein. ln the event of any conflict between the provisions of this Agreement and any of its attachments or related documents, if any, the provisions of this Agreement shall prevail.
35. GOVERNING LAW. This Agreement and all rightsand obligations arising out of itshall be construed in accordance with the laws of the State of California. Venue for any action arising from this Agreement shall be conducted only in the state or federal courts of Alameda County, California.
36. COUNTERPARTS. This Agreement may be executed on separate counterparts, each of which shall be an original and all of which taken together shall constitute one and the same instrument. Delivery of an executed signature page of this Agreement by electronic means, including an attachment to an email, shall be effective as delivery of an executed original. The Agreement on file with the City is the copy ofthe Agreement that shall take precedence if any differences exist between or among copies or counterparts of the Agreement.
Energy Services Agreement
42, DEPARTIUFNT OF INDUSTRIAL RELATIONS COMPLIANCE This public project is subject to compliance monitoring and enforcement by the Department of lndustrial Relations. ESCO shall post alljob site notices required by regulation. ESCO, as well as any subcontractors, shall be registered pursuant to California Labor Code section 1725.5 to be qualified to bid on, be listed in a bid proposal (subject to the requirements of Public Contract Code section 4'104), or engage in the performance of any public works contract subject to the requirements of Division 2, Pan 7, Chapter 1 of the California Labor Code. Neither the CITY, nor any elected or appointed boards, officers, officials, employees, or agents of the Clry, shall be liable, at law or in equity, as a result of any failure of ESCO to comply with this section.
43. IMMIGRATION REFORM AND CONTROL ACT OF 1986 ESCO shall keep itself informed of and shall comply with the lmmigration Reform and Control Act of 1986 ("lRCA'). ESCO represents and warrants that all of its employees and the employees of any subcontractor retained by ESCO who perform any ofthe Services under this Agreement, are and will be authorized to perform the Services in full compliance with the IRCA. ESCO affirms that as a licensed contractor and employer in the State of California, all new employees must produce proof of eligibility to work in the United States within the first three days of employment and that only employees legally eligible to work in the United States will perform the Services. ESCO agrees to comply with the IRCA before commencing any Services, and continuously throughout the performance of the Services and the term of this Agreement.
40 Effective Date. Unless a different date is provided in this Agreement, the effective date of this Agreement shall be the latest date of execution set forth by the names ofthe signatories below lN WITNESS WHEREOF, this Agreement is executed by the Parties or their duly authorized representatives as of the Effective Date:
CITY OF IMPERIAL
NAME, TITLE
CLIMATEC, LLC
Date
Signature
APPRoVED AS To FoRM
BY:
THE CITY OF I[./lPERIAL DOES NOT DISCRIMINATE AGAINST OUALIFIED PERSONS WTH DISABILITIES.
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online at htto://www.dir.ca.oov/oprl/dprewaoedetermination. htm and incorporated into this Agreement by this reference. Neither the CITY, nor any elected or appointed boards, officers, officials, employees, or agents of the CITY, shall be liable, at law or in equity, as a result of any failure of ESCO to comply with this section.
Date:
Name & Title (please print)
10 ATTACHMENT .,A"
PROGRAM OVERVIEW &
SCOPE OF WORK FOR PROGRAM DEVELOPMENT
A. General Proqram rview & Aooroach
CITY of lmperial ("ClTY") conducted a formal competitlve selection process through RFP No. 2025-10 and selected CLIMATEC to perform all phases of a Citywide lnfrastructure Modernization & Utility Savings Program ("Program") including site assessment, program development, and implementation.
ESCO will provide preliminary assessment (PA) services listed in Section C to conduct engineering site assessments, develop preliminary scope of work and funding plan options, and engage CITY stakeholders to assess which projects are feasible and desirable. The CITY's Finance Department or Municipal Financial Advisor will review the potential funding sources and financial analysis to make recommendations to Staff and Council.
After Staff and Council confirm the desired Program to be implemented by ESCO, and set a target action date for Council approval, ESCO will complete detailed assessment (DA) listed in Section C. The purpose of the DA is to finalize Program pricing, savings, detailed scope of work and technical specifications, all in close collaboration with Staff.
At this stage, ESCO will provide backup analysis, breakouts, and other data required for Staff s due diligence. Detailed financial analysis will also be provided for Clrys Finance and leadership team to solidify the funding plan.
Provided the final DA deliverables meet CITY needs and expectations, Council shall consider approval of an Agreement amendment for ESCO to implement the agreed upon scope as the design/build general contractor. Detarled scope ofwork descriptions, inventories, specifications, cut sheets, and technical data will be included in Agreement attachments.
Upon approval of Program implementation, Parties will hold a kick-off meeting with applicable departments to coordinate mobilization efforts and establish an effective construction management framework. ESCO will complete final elements of design and engineering such as land surveys, geotechnical studies, and preparation of design documents and drawings required to prepare submittal packages, obtain permits and procure equipment.
Following Program implementation, ESCO will provide a comprehensive set of system data sheets, as-built plans, and closeout manuals, in addition to staff training.
Measurement & Verification (l\il&V) services to monitor utility savings and performance of installed renewable energy systems may be pursued under a separate service agreement, if desired by CITY.
B. Locations
ESCO will provide services at the following Clry locations City to provide list of facilities to be included in the assessments Energy Services Agreement 11 8t27 t2025
C. Services
This section outlines ESCO'S sequential scope of services and deliverables for the Program development, including Preliminary Assessmen, (PA) and Detailed Assessmenl (DA,)
Upon successful completion of the PA and DA, and subject to separate approval by Council, a detailed scope of work will be added to the Attachment "8": lmplementation sectron for ESCO to implement the Program as the design/build general contractor Preliminary Assessment (PA)
ESCO will complete the PA in two stages: 1) Site Assessment includes Citywide engineering site assessments to evaluate energy, gas, and water infrastructure needs, identifying potential efficiency and renewable measures, and establishing CITY priorities; and 2) Preliminarv Develoomenl includes development of preliminary scope of work and funding plan options in accordance with the CITY's infrastructure and budgetary needs. ESCO will engage CITY stakeholders to prioritize which pro.iects are most feasible and desirable. PA services and deliverables shall include (in sequence) but may not be limited to:
Site Assessments
1. Convene a kickoff meeting with key CITY stakeholders to validate Program understanding, expectations, requirements and timelines
2. Establish weekly or bi-weekly meeting cadence between Parties for duration of Program
3. Gather and review relevant background material including utility usage and rate data, standards of operations, facility operation schedules, existing infrastructure, GIS maps, existing surveys, assessor maps, utility maps, historic plans and documents, municipal vehicle lists, as-built drawings, and other data as may be required
4. Complete a baseline analysis of CITY's utility, maintenance, repair and other operating expenditures using data from utility releases, online portals and Staff
5. Evaluate electric vehicle (EV) charging infrastructure needs for municipal fleet and public use
6. Conduct engineering site assessments at CITY locations listed in Section B to evaluate infrastructure needs in the following areas, where applicable:
a. Water & wastewater treatment facility solutions
b. Solar, battery storage, and other renewable technologies c. Smart irrigation control systems
d. Water conservation measures
e. Heating, Ventilation & Air Conditioning (HVAC) systems f. lnterior & exterior lighting and controls, street lighting g. Electronic Vehicle (EV) charging
h. Sports field lighting and other park improvements i. Building Automation System (BAS) installation, upgrade, or expansion j. Building envelope upgrades, including roofing and windows k. Microgrid technologies l. Other related infrastructure improvements m. Other training, remote monitoring services, and ongoing support services that will ensure the objectives of the program are met over the term of the agreement
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7. Hold post-site walk meeting(s) with Staff to summarize site assessment findings and clarify priorities
8. Create inventory spreadsheets, field notes, a picture database cataloging relevant infrastructure data such as age, size, manufacturer, model/serial numbers, condition, efficiency ratings, operating procedures and maintenance needs
9. Create a needs matrix showing Citywide infrastructure needs for efficiency, renewables, and other improvements, gain input from key stakeholders to validate priorities and establish hierarchy of needs
10. Prepare a set of unmarked aerial maps or pictures for sites eligible to receive renewable energy measures and obtain mock-ups of desired locations from key stakeholders
1 1. Obtain funding plan parameters from Finance and CITY leaders including desired funding options to be explored from state, federal, local, and private sector programs as well as budgeting solutions for City capital or operating funds
12. Prepare an outreach and participation plan to incorporate community feedback into the PA development and conduct outreach to the lmperial community
Preliminarv Development
1. Propose infrastructure modernizations and efficiency improvements including optimization, adjustment, retro-commissioning, retrofit, upgrade, redesign, installation, replacement and/or further evaluation for energy, gas and water infrastructure needs
2. Evaluate the City's Climate Action Plan (CAP) and recommend strategies to accomplish its objectives
3. Propose solutions citywide for EV charging infrastructure needs
4. Propose projects that minimize financial and technical risks to CITY
5. Develop a preliminary scope of work matrix showing proposed measures at applicable CITY locations, phased implementation options, and proposed layouts for renewables
6. Provide a not-to-exceed turnkey price, lifecycle savings, and funding source options based on preliminary engineering estimates; prepare sample funding scenarios as examples for use by CITY leadership, Finance Department and/or Municipal Advisor to select a recommended funding plan for Staff and Council consideration
7. Based upon PA findings and Staff input, prepare PA report for the Program draft concept, including: utility baseline summary, general overview of existing conditions by scope category, scope of work matrix, bulleted scope summary, aerial layouts, financial highlights, sample funding plan options, PowerPoint presentation, timeline estimates, memos and staff reports
8. Attend and present the Program PA report to applicable stakeholder groups, Public Boards, Planning Commission, and/or CITY Council to gain input on preliminary Program
9. Conflrm desired Program to be implemented by ESCO and set target action date for Council approval based on validated input from Staff and Council Energy Services Agreement 13 8t27 t2025
DefarTed Assessment (DA)
After review of the PA, Staff and Council shall provide direction on the scope of work and funding options it desires to pursue for implementation and set a target date for Council action. ln good faith, ESCO will complete the DA at its own risk, without financial obligation of Clry, to finalize the Program for anticipated implementation.
During the DA, ESCO will conduct in-depth engineering site assessments to finalize the desired Program including detailed scope of work, technical specifications, not-toexceed price, and savings estimates. ESCO will prepare backup analysis, breakouts, and other data as needed for Staff to analyze the final Program details, as well as detailed financial proforma for Finance and Crty leadership to solidify the funding plan.
To support Staffs final due diligence process, ESCO will provide extensive resources to ensure scope details, technical specifications, financial analysis, Agreement terms and timelines serve Clrys best interest. DA services and deliverables shall include (in sequence) but may not be limited to:
1. Conduct in-depth engineering site assessments to finalize Program scope, including review of existing conditions including electrical and structural requirements, validating inventories, specifying equipment, and detailing the scope of work to be performed
2. Communicate and coordinate with various local, state, and federal permitting authorities necessary to evaluate regulatory issues and Program constraints
3. Finalize strategies and system sizing for renewable energy technologies including electric vehicle charging infrastructure, solar PV, energy storage and backup power solutions
4. Update the scope of work matrix with proposed flnal scope and prepare summary of modifications that occurred between PA and DA for Staff review
5. Perform detailed financial engineering to finalize Program scope and funding plan including final not to exceed turnkey price, detailed savings and other analysis as needed
6. Work with CITY's Finance team to finalize and secure desired funding options
7. Preparc Program implementation plan, including specific tasks, who performs those tasks, and an estimated timeline for Program completion
8. Subject to Staff approval of the final Program, prepare Agreement amendment to include the detailed scope of work for Program implementation and work with City Attorney for final review
9. Provide final Program by revising previously provided PA report to reflect the final DA scope of work and funding plan
10. Present DA report to appropriate stakeholder groups and Council 1 1 . Assist Staff with preparation of agenda items and Government Code Section 4217 requirements to seek Council approval for Program implementation Energy Services Agreement 14 8t2712025
ATTACHMENT ..B''
SCOPE OF WORK FOR IMPLEMENTATION
lmplementation
lmplementation as the design/build general contractor
After CITY approves the DA deliverables, it is the intent of the CITY to work with CLIMATEC as the design/build general contractor for Program implementation. Subject to Council's separate approval, this section shall be amended to include the detailed scope of work including a description of measures to be installed at each location and technical appendices.
ESCO's implementation scope will include final design, engineering, permits, fees, approvals, project management, installation, startup, training, checkout, warranty, and insurance for the agreed upon scope of work. Upon authorization for Program implementation, Parties will hold a kick-off meeting with applicable departments to coordinate mobilization efforts and establish an effec;tive construction managemenl framework.
Assuming the Agreement amendment is executed, and funding is secured, ESCO will complete final elements of design and engineering such as land surveys, geotechnical studies, and preparation of design documents and drawings required to prepare submittal packages, obtain permits and procure equipment. Prior to initiating construction, ESCO will provide submittals and engineered drawings (where required) for CITY's technical review and written approval. All construction and associated cleanup will be performed and scheduled to minimize disruptions for CITY operations.
A detailed project implementation plan and comprehensive construction schedule will be provided after completing submittal review and equipment procurement.
Energy Services Agreement 15 8t27t2025
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INFRASTRUCTURE MODERNIZATION &
UTILITY SAVINGS PROGRAM
Rreursr FoR PRoPoSAL (RFP) 2025 10
City of lmperial I Attn: David Da[e, PE
Submitted & Due: August 6,2025 12pm
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TABLE OF CONTENTS
TAB 1: BACKGROUND, FINANCIAL CAPACITY & MANAGEMENT STRUCTURE TA8 2: LITIGATION DISCLOSURE
TAB 3: REF ER E NC ES .,.,..,., ,,.., , ,.,
TAB 4: PROJECT APPROACH..,....
TAB 5: FUNDING SOURCES.,......,
TAB 6. SAVINGS
TAB 7. ADDITIONAL BENEFITS & VALUE-ADDED ELEN/ENTS........
TAB 8' CONTRACTS, PRICING & FORMS ..........,..
APPENDiX
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WELCOME TO
CITY OF IMPERIAL
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David DaLe. PE
City of lmperia[
420 S. lmperial Avenue
lmperial, CA92251
Dear l\r1r. DaLe,
CLIMATEC
A Bosch Company
Thank you for the opportunity to partner with the City of lmperiaL in addressing infrastructure needs whi[e navigating today's financiaL pressures. We understand the importance of protecting your generaL fund through thoughtfuL funding soLutions, performance-based outcomes, and a deLivery approach that is as fiscalty responsible as it is impactfut. Our team recognizes the weight of this soLicitation and the deLiberate path the City wiLt fo[Low in seLectinS a quaLified partner.
With the right energy services partner, the project ahead wiLt provide measurabl.e retief by hetping the City overcome the effects of deferred maintenance and take fuL[ advantage of today's funding and rebate opportunities. To ensure lmperiaL meets its objectives, we encourage the setection committee to consider key distinctions that define top-tier performers in the municipal energy and infrastructure space:
1. REFERENCES
Above alt, check references!True performers shoutd have a proven track record demonstrating their expertise in deve[oping comprehensive infrastructure modernization and utitity savings proSrams.
2. AGREEMENTS & PRICING
Assess if the pricing and agreement terms are straightforward and free of exit fees/penalties, proprietary software, and obLigatory maintenance/monitoring agreements.
3. BUDGET & TIMELINE CERTAINTY
Quatified firms shou[d have a demonstrated track record of on-time, on-budget performance, without Litigation history.
4. FUNDING EXPERTISE
Verify if the firm has in-house capabiLities to provide turn-key application assistance for the influx of Brant funding opportunities from federal, state and LocaL programs.
5. CORPORATE STABILITY & FINANCIAL STRENGTH
Look for signs of corporate strength such as: stabiLity of parent company, ownership structure (privately heLd vs. publicly traded vs. private equity), frequency of name changes, debt structure, Local decision making, and local resource capacity.
Ctimatec certifies that we meet or exceed aLL requirements and quaLifications outLined in RFP NO. 2025-10 incLuding top-tier accreditation by the NationaL Association of Energy Service Companies (NAESCO) and the Department of Energy (DOE).
We're ready to deLiver a customized infrastructure modernization and utiLity savings program that supports lmperiaL's fiscaL goaLs, addresses faciLity needs, and maximizes externaL funding. We Look forward to the opportunity to serve youl Sincerely,
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Ash ley Lough
Director of Energy Services I Direct: (602) 400-2859 I [email protected] m Far correspondeDce reLated to this RFP, pLease contact Ryan CroweLL at (949) 473-1724 or [email protected] TAB 1: BACKGROUND, FINANCIAL
CAPACITY & MANAGEMENT STRUCTURE
50 Years
Energy & lndustry Experience
Over S1.258
I nf rastructure Modernization
Programs Imptemented
ZERO
Savings Shortfatts or Litigation
Stabte
Ownership
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BRIEF HISTORY OF FIRM
Since our founding in 1975, Ctimatec has grown into one of the nation's [argest providers of energy infrastructure and buiLding technoLogy soLutions. Our success is
reftected in a stronB portfoLio of repeat pubLic-sector customers, proving that our approach goes beyond the
traditionaL 'get in, get out' mentatity. We are committed to Long-term partnerships and muLti-phase program
su p po rt.
C[imatec's phitosophy is simp[e: stand behind every
promise and stay engaged to ensure lasting success.
Our reputation is buitt on resutts and supported by a
robust network of CaLifornia m u n icipaL references.
With over $1.25 b iLLion in turn-key energy efficiency and sustainabiLity programs imptemented, CLimatec is the
market leader for pubtic agencies seeking to revitaLize infrastructure, drive climate action, and achieve
sustainabiLity goaLs.
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The foLLowing attributes reflect CLimatec's proven abiLity to de[iver innovative, high-impact efficiency soLutions as a Leading energy partner:
r DeLivering turn-key energy management and efficiency projects for over 50 years r CompLeting thousands of energy efficiency programs for the pubLic sector r Operating 7 off ices across CaLifornia, incLuding a LocaI off ice in Poway r Serving as the Largest master systems integrator for buitding automation in the U. S. r EmpLoying hundreds of Licensed professionaLs and engineers across CaLifornia r Navigating CaLifornia's evoLving poLitical Landscape, state mandates, funding opportunities, and reguLatory frameworks with deep expertise r Leveraging estabLished reLationships with agencies such as llD, CEC, CPUC, CARB, DGS, D lR, ICAPCD and others to maximize the success of customer programs We continue to hetp our customers meet and exceed their climate goals, demonstrating that our commitment is not just performative, but proven through consistent, resu[ts' d riven d etivery.
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KEY DIFFERENTIATING FACTORS & AREAS OF EXPERTISE
/ REFERENCES
/AGREEMENTS & PRICING / BUDGET & TII\4ELINE CERTAINTY / FUNDING EXPERTISE / CORPORATE STABILITY & FINANCIAL STRENGTH
R E FERE NC ES
Positive References
and around lmperiaL County. Our reference base not only demonstrates our abiLity to deLiver successfuL projects but aLso reflects our unwavering commitment to deLivering on our promises, even in the face of design or impLementation chaLtenges.
When modernizing pubLic infrastructure, nearly 100% of projects have chaLLenges at one point or another. CLimatec beLieves it is how we respond to these chaLLenges that defines our brand and customer's experience. lt is cruciaL to partner with a company th at has a genu ine desire to serve its customers' best interests for the foreseeabLe future.
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THE CLI]VATEC DIFFERENCE
We often hear during competitive RFP seLection processes that reference checks are one of the main contributing factors for seLectins CLimatec. We strongly encourage the evaluation committee to reach out to our references provided in Tab 3:
References to hear what our customers have to sav about their C [imatec expe rie n ce.
As our project histories and customer testimoniaLs
demonstrate, CLimatec has provided comprehensive
infrastructure modernization and utiLity savings programs for hundreds of pubLic entities across Catifornia, particutarly in f cuuarec
lmperiaI Val.tey & llD Expertise Track Record
CLimatec has provided comprehensive infrastructure modernization and utiLity savings programs to hundreds of pubLic entities across the State of California, specificatly in lmperiaL County and other Local communities. Some of these customers include' Atvord USD
Apple Vattey USD
Brawley Union HSD
Ca[exico USD
CaLipatria USD
Centratia ESD
City of Blythe
City of Escondido
City of Fou ntain Vatley
City of Indio
City of Jurupa Vattey
City of Laguna Beach
City of SeaL Beach
City of Twentynine PaLms
CoacheLLa VaLLey USD
Corona-Norco USD
Easts ide Union SD
Escondido Un ion HSD
Heber ESD
Hesperia USD
HottviLLe USD
KeppeL USD
Lakes ide Union SD
lvlcCabe Lln ion FSD
lr,4eadows Union SD
Need Les USD
Patm Springs USD
Pato Verde USD
Ramona USD
SaddLeback VaLLey USD
Seetey Union SD
VaL Verde USD
Victor Valtey UHSD
Having LocaL lmperiaL VaLley experience and a stronB reference base is incredibLy important for the evaLuation team to consider when seLecting an ener8y services partner. For instance, lmperiaL lrriBation District (llD) is unLike any other utiLity provider in the State and the rates structures are unique to aLL CaLifornia utiLities. CLimatec has a tremendous amount of experience in working with llD and its representatives to obtain rebates/incentives and foL[ow LocaL protocoLs when upgrading eLectrical and water infrastructure. Our reLationship with llD can serve as an asset and vaLue added service as the City Looks towards soIutions to increase [oca[ etectricaL capacity and attract deveLopment.
Another key advantage of our [oca[ experience is our firm's proven abiLity to deLiver comprehensive project deveLopment, engineering, funding, and construction services, ensuring programs are compLeted on time and within budget. Our stronS network of LocaI references can attest to CLimatec's unmatched track record of providing exceptionaL customer service and robust resources to pubLic agencies throughout the lmperia[ VaLLey.
Our references ittustrate lhat 7 Oo/o of our business comes from repeat, satisfied customers - particu[arly in Southern Catifornia.
AGREEI\IENTS & PR CING
A common theme you hear when contacting
customer references is that CLimatec is easy
to do business with. This starts with having
straightforward agreeme nts and
transparency during assessments, design,
funding discussions, im p Le mentation, and
monitoring. You'LI find that we are amenabLe
to modifying our agreement terms to ensure
fair, win-win outcomes. LegaL review and
accepting redIines is something we do within a coupLe of hours, instead of the industry norm, which usually takes weeks or months.
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When it comes to pricing, we provide investment-grade assessments at our risk with no cost obIigation for the City. lf CLimatec develops a program that meets the needs of lmperiaL, our profit fee for program impLementation is 5olo of the turn-key project amount.
Costs for design, engineering, project management and generaL conditions are incLuded in a not-to-exceed price and consistent with industry standards.
During construction, we biLL progress payments for percentage compLete according to AIA standards. Our agreements are written as such to eLiminate change order risks, untess the City requests a scope modification.
In summary, there's no fine print with Ctimatec.
BUDGET & TIIVELINE CERTAINTY
ln today's construction environment, partnering with a singLe design-bui[d provider is the most effectlve way to ensure budget and timeLine certainty, particu[arly within fixed-price energy programs that protect agencies from
rising equipment and Labor costs. A turn-key
approach a Lso s im pLif ies fu nd ing
appticatio n s, e nsu res com p Liance with
reporting requirements, and provides cLear
accountabi[ity for savings projections and
pe rformance.
CLimatec has more experience deLivering
La rge - sca Le energy conservation p rojects
under current market conditions than any
other provider in CaLifornia. Our customers
typically achieve a 15-20o/o reduction in
construction costs and a 2,1 savings-to-investment ratio. r Reduced architectural and engineerinS (A/E) fees
r Expedited project delivery timetines
r Etimination of change orders and inflation-related price increases r Access to economies of scate, buying power, and preferred pricing r lncreased staff efficiency & reduced utility/maintenance costs With a proven track record of delivering compLex infrastructure modernization and utiLity savings programs, CLimatec is uniquety positioned to bring high-impact, reLiabLe resutts to lmperiaL's Citywide efficiency and resiLiency initiatives.
Today, more funding is avaiLable from grants, incentives, and rebates than ever before.
FederaL, state, locat, and private sector programs offer pubLic aBencies opportunities to retieve capitaL funds and Leverage siBnif icant generaL fund savings. Partnering with an expert in securing these funds is crucial.
CLimatec exceLs in identifying funding optlons for energy efficiency and sustainabiLity, providing white-glove support for the City and your finance team. f cuuanec
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FUNDING EXPERTISE
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Our team has successfuLLy guided pubLic agencies through the process of accessing over $1.25 biLLion in funding from a wide array of budEet-neutraL funding sources, incIuding:
r FederalStimuLus Program s
r lnfLation Reduction Act (lRA)
r CaIifornia f nergy Commission
(CEC)
r UtiLity lncentives/ Rebates
t Department of Water Resources
(DWR)
r CaLifornia Air Resources Board
(CARB)
r Department of Energy Funding
t 0% lnterest Financing Programs
r P rivate Sector Funding
r Se[f-Generation lncentive Program
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AdditionaL detaiLs regarding potentiaL funding source options as weLL as Ctimatec's expertise in this area are inctuded in Tab 5: Funding Sources.
We recognize the City of lmperiaL's current commitment to baLancing essentiaL services whiLe addressinS Long-standinB infrastructure needs. Our approach is designed to maximize avaiLabLe grants, rebates, and operationa[ savings opportunities, deLivering essentiaL improvements without further burdening the general fu nd. r Federal Renewable FueL Standard
Program
r Low Carbon FueL Standard Credits
(LC FS )
r CaLifornia Dept. of Resources
RecycLing & Recovery (C aLRecycLe)
r Drinking Water & Wastewater
Program
r Strategic Growth CounciL's (SGC)
r Community Resilience Centers
(CRC)
r State of California Programs
r Pu bLic Private Partnerships
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,t globatengineering and technology company that
A BOSCh COm OanV rs privately held and 94o/o owned by a non-prof it " "r-''J charitabLe trust. Our private ownership structure enabLes us to make business decisions that prioritize the best interests of our customers, rather than sharehoLders and corporate executives.
l\rlany emerging or outdated energy and solar companies are often bought, soLd, and restructured, resutting in unfavorabLe outcomes for their customers and unfuLfiLLed promises. lt s possibLe some firms responding to this RFP have changed their names and restructured severaL times. In contrast, Climatec has maintained the same name and never transferred our energy service agreements to a third party. As a debt-free company, we offer stabiLity and retiabi[ity to assure LonB-term performance for your infrastructure's [ifecycte. We pride ourselves on transparency, LocaL decision making and a customer-centric approach that aLlows us to be ftexibLe when it comes to taiLoring a program to meet our customer's needs.
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CORPORATE STABILiTY & FINANCIAL STRENGTH
Robett Bosch faunded the "workshap far Precision Mechanics and ELectrical Engineerint" in 1886 ),
I HA\|E ALWA'IS AIIEO AIIOIiOING I[ THE PllIN[IPIE THA] IMULO RATHEI] L[SE MINEY THIN TRUST THE INTEG11ITY II l'lY PRII,IISES IHE BELIEF IN IHI VAtUI OI I'IY PRIDU[IS ANO lN l'4Y W0li0 0t H0N0l] HAI/E ALWAYS HA0 A HIGHER PRII|]ITY T0 }'4E THAN A T|-iANSITIIiY PIIIFII R0BEllT B0S[H I tl.lDUSTRtALtST, Et'tE|l'lEEll 6 rNVEt[0R. t0r.lt'l0ER [r R[BERI80SIl1 Gll,lBH
LENGTH OF TIME PERFORMING SERVICES
For over 50 years, C[imatec has deLivered infrastructure modernization soLutions across diverse industries, creatinS safer, more efficient buiLding environments. Our expertise spans energy services, HVAC systems, and renewabLe energy programs, with flexibLe funding strateSies that help customers reduce costs.
LOCATION OF CALIFORNIA OFFICES
CLimatec's nearest regiona[ off ice is Located in San Diego at 13715 Stowe Drive Poway, CA 92064
This fuLL-service office provides comprehensive energy services for pubLic agencies. Our team of engineers, prolect managers, and service technicians based in Poway are wetl-equipped to deLiver responsive, high-quaLity support to the City throughout the d u ratio n of the p roje ct.
Our commitment to Local presence, combined with the backing of a globaL organization, positions Ctimatec to provide both the persona[ized service of a LocaL firm and the extensive resources of a nationaL p rovid e r.
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CIimatec's financiaL stabiLity and corporate backing of Bosch provides [ong-term performance assurance aLong with unLimited bonding capacity to accommodate projects of any size. Bosch is a leading globaL supptier of technoLogy and services, empLoying 429,000 associates worldwide in four key business sectors: tt/obiLity, lndustriaI TechnoLogy, Consumer Goods, and Energy and BuiLding Techno[ogy. Universal trends such as automation, eLectrification, digitaLization, and connectivity, as weLL as an orientation to sustainabiLity, are increasing[y determining our business operations. ln this context, Bosch's broad footprint as a gtobaI and diversified technotogy company strengthens our offerings and inventiveness to sustain municipaL infrastructure and support 2l st century environments.
P[ease review the annuaI report and facts & figures on our financiaL capacity here, www.bosch.com/com panv/annuaL-report/
www.bosch.com/companv/facts-and-f igu res/
C. IVANAGEMENT STRUCTURE & ORGANIZATIONAL CHART
MANAGEMENT STRUCTURE
CLimatec operates as a Limited LiabiLity Corporation (LLC). ALt LegaL fitings, bonding, insurance, Licenses, and permits are maintained under our futL LegaL name, CLimatec LLC .
Steve Siverson, Vice President of Energy Services, serves as the executive lead for this project and reports directLy to our parent company, Bosch.
KEY PERSONNEL TO BE UTILIZED
With over 400 years of combined experience, CLimatec's muLtidiscipLinary team brings a depth of taLent and technicat knowLedge essentiaL for detivering successfu[, cost-effective infrastructure modernization and utiIity savings programs. Our personneL possess deep expertise in master systems integration, design-buiLd project detivery, energy engineering, sustainabLe and renewabte energy soLutions, grant acquisition and funding strategy, and ongoing measurement and verification (w&V).
Each team member has been seLected for their specific quaLifications, ro[e aLignment, and abiLity to meet the City's performance and accountabiLity expectations. Our staff incLudes in-house professionals credentiaLed in the foLLowing areas:
r ProfessionaL Engin ee rs (PE )
r LEED-Accredited ProfessionaLs (LEED AP)
r Certified Energy Managers (CEIV)
r l\r'lechanicaL Engineers & Engineers in Training (ElTs) r Certified [.4easurement & Verification ProfessionaLs (CIVVP) r Certified P ro.lect lr/anagers
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As CLimatec's Vice President of Business DeveLopment, fr/ r. Jackson oversees saLes and operations for California's energy services business, providing strateSic direction and managing key partnerships. He wiLL serve as the executive contact for the project, ensuring best vaLue pricing and fair agreeme nts.
ASHLEy LoucH I DTRECToR oF ENERGY SERVTcEs
l\,4 rs. Lough oversees CaLifornia pubLic sector market offerings for education, [oca[ government and speciaL districts. With 16 years of experience, l\,4 rs. Lough offers expertise in program management, stakehoLder ensagement, and brand buiLding, securing over $490 miLLion in funding for CaLifornia infrastructure revitaLization.
Mrs. Lough serves as a Board of Trustees member for the Catifornia lVlunicipaL [/anagement Foundation (CCIVF) and is a recognized energy services industry expert for CaIifornia pub[ic sector, K-12 advocacy, energy poLicy and faciLity funding.
Loca[ program experience, Cities of Santa Clarita, Ontario, San Leandro, Fountain Vatley, and lmperiaL County schooL districts such as Brawtey Union HSD, CaLexico USD, CaLipatria USD, Heber ESD, and HottviLLe LISD.
AN4BER FRITSCH IREGIONAL MANAG ER
N,4rs. Fritsch Leads the Catifornia account mana8ement team for LocaL government, K-12, higher education, and speciaL districts. With over 13 years of experience, lVrs. Fritsch heLps pubtic agencies engage stakehoLders to define the program's scope of work priorities, funding options, site plans, coordination with other projects, site operation requirements, master scheduLing and imptementation pLanning.
She is the chief interface for organizations that support the C a Lifo rn ia pu bLic sector profession incIuding: CaLCities, CCMF, Contract Cities, CASH , CASBO, CSBA, ACSA, and other County Offices of Education.
Local program experience: Cities of Santa CLarita, Ontario, San Leandro, Fountain VaLley, and lmperiaL County schooL districts such as BrawLey Union HSD, CaLexico USD, Catipatria USD, Heber ESD, and HottviLte USD.
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Jackson has held [eadership roles at HoneywelL lnternationa[ and Motorota Broadband. He aLso serves on the lndustry Advisory Cou nciL for UC Davis's CaLifornia Lighting Technotogy Center and Energy Efficiency Center.
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RYAN CRowELL lAccouNT ExEcuflvE (PRlN,,|ARY CoNrAcr)
lVr. Crowe[L has over 3 years of experience, lr,4 r. CroweL[ faciLitates grant appIications and Iiaises between our in-house grant team and pubLic agencies to maximize grants and ensure compLiance. He aLso supports l\,4 rs. Fritsch and the operations team d u ring project deveLopment and imptementation.
DAWN ELrsE lAccourur Ex EC ur rvE
l\,4s. EIise brings over 3 years of experience with pubIic agencies and conslruction, boLstering the team's efforts towards achieving compLete customer satisfaction and program success. She wiLL provide comprehensive support to the entire team during program deveLopment and im p Lementation.
LocaL program experience: Cities of Santa CLarita, Ontario, San Leandro, and lmperiaL County school district such as Brawley union HSD, and Ca[exico USD, to name a few.
SANDEEP NAYAK, PHD I DIRECIoR oF ENGINEERING
Dr. Nayak has 18 years of experience in energy engineering incLuding comprehensive site assessments, energy engineering, and energy savings caIculations for utiLity rebates. ALong with a PhD in l\,4echanicaI Engineering, Dr. Nayak's other accreditations incLude LEED AP and ElT.
LocaL program experience, Cities of Santa CLarita, Ontario, San Leandro, Fountain VaLLey, and lmperiaL County schooL districts such as BrawLey Union HSD, CaLexico USD, CaLipatria USD, Heber ESD, and HoLtviLLe USD.
MAx PARRoN, PE ISENIoR PRoJEcT DEVELoPMENT MANAGER
l\,4 r. Parron has over 16 years of experience in the energy auditing, com m iss ion ing, mech an ical design, and construction of com merciaL and industriaL bui[dings. Energy auditing experience incLudes on site investigations of more than two hundred buildings totaLing over 10 m iLLion sq uare feet.
Local program experience: Cities of Santa C[arita, Ontario, San Leandro, Fountain VaLLey, and lmperial County schooL districts such as BrawLey Union HSD, CaLexico USD, CaLipatria USD, Heber ESD, and HoLtvilLe USD.
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ERIK GUITERREz ISENIoR PRoJECT DEVELoPMENT ENGINEER
l\,4 r. Gutierrez brings over 10 years of mechanicaL engineering and energy efficiency expertise to pubLic sector customers.
As a Senior Project Devetopment EnSineer at CLimatec, he speciaLizes in faciLity auditing, energy benchmarking, and managing infrastructure modernization prolects across CaLifornia and deveLoping comprehensive RICH WILLIAMS ISENIoR PRoJECT DEVELoPN,IENT ENGINEER
With over 8 years of experience, l\,4 r. WiLLiams exceLs in deveLoping photovoLtaics (PV), battery energy storage system designs, and eLectricaL vehicle infrastructure with a focus on eLectricaL engineering. His attention to detaiI ensures successfuL completion of various soLar pro.iects, including shade structures, carports, rooftops, and groundmounted systems, aLL meeting reguLatory standards. He is a Leading advocate for sustainabrtity, particuLarly in Ca[ifornia's pubLic agencies.
LocaL program experience: Cities of Santa Ctarita, Ontario, San Leandro, Jurupa Vatley, Duarte, Brawley Union HSD and Calexico USD to name a few.
JIN, MULLANEY I DIREcToR oF OPERATIoNS
With over 40 years of leadership experience in construction, finance and project management, lvlr. lVuL[aney provides tremendous expertise in deLivering customer taiLored soLutions for effective project imp[ementation. Previous Leadership roLes have incLuded Pro.ject l\,4anagement Director, COO, CFO and GeneraL Manager for severaL major corporations, serving performance contracting, HVAC products and services, construction, and buitding services industries.
Local program experience: Cities of Santa Clarita, Ontario, San Leandro, Fountain Va[Ley, and lmperiaL County schooL districts such as BrawLey Union HSD, CaLexico USD, Cal.ipatria USD, Heber ESD, and Holtvitle USD.
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soLutions that optimize buiLding performance whiLe maximizing utitity incentives. Working with the project deveLopment team, he Leads facitity assessments, data analysis, and budget management to ensure successfuL impLementation of energy efficiency and s u stain ab iL ity in itiative s.
LocaL program experience: Cities of Santa CLarita, Ontario, San Leandro, Brawtey Union HSD and Calexico USD to name a few.
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LEo SALAS IREGToNAL OpERATtoNS MANAGER
lvlr. Salas brings over 24 yea(s of experience in construction and project management, specializing in comprehensive energy eff iciency projects across CaLifornia. His background in IVAC, building automation, Lighting, and xeriscaping providing unique insights into saving energy, conservinB water, and reducing carbon footprlnts. His hands-on coordination and customer Llaison skiLLs, and abiLity to recommend specifications ensure successfuL outcomes and high satisfaction.
LocaL program experience' Cities of Santa CLarita, Ontario, San Leandro, Fountain VaLLey, and lmperiaI County schooI districts such as Brawley Union HSD, CaLexico USD, CaLipatria USD. Heber ESD, and Ho[tviLLe USD.
RoBERT FREIDIN ISENIoR PRoJECT MANAGER
lv1r. Freidin brings over 12 years of experience impLementlng infrastructure modernization and utiLity savings programs across the State of CaLifornia as a Senior Project l\,4anager. He oversees atL aspects of project deLivery from initiaL pLanning through f inaL impLementation. His comprehensive management approach incLudes coordinating with subcontractors, managing budgets, ensuring safety compLiance, and maintaining rigorous q u aLity controL standards.
Mr. Freidin has established himseLf as a trusted leader in impLementing diverse energy savings soLutions, including high-efficiency HVAC systems, buiLding automation, LED lighting modernization, and renewabLe energy projects.
Local program experience: Cities of Santa CLarita, Ontario, San Leandro, Brawley U nion HSD. Catexico USD and Lakeside Union SD to name a few.
JENNIFER M osoUERA IENGINEERING MANAG ER
As Engineering Manager, Ms. lr/osquera Leads engineering efforts for CLimatec's infrastructure modernization and sustainabiLity programs across California. She works close[y with operations teams and City staff to ensure compliant, on-time, and cost-effective project deLivery.
With over 11 years of experience and $600 miLlion in energy pro.iect oversiBht, whiLe bringing technica[ and reguLatory expertise. l\rls. Mosquera hoLds a master's in mechanicaL engineering with a focus on energy and is fLuent in Spanish.
Local program experience, Cities of Santa C[arita, Ontario, San Leandro, Fountain VaLLey, and lmperiaL County schooL districts such as BrawLey Union HSD, Catexico USD, CaLipatria USD, Heber ESD, and Holtvi[Le USD.
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JoELLEN STtNGLEY I CLtI,|ATEC CorvMUNrry CoNNECT ADVoCATE With over I9 years of experience, lvlrs. StinSIey brings exceptionaL expertise in the energy, cLimate, and environmentaL sectors. She coordinates events, manages press communications, and deveLops sustainabiLity content, wh iLe aLso supporting website deveLopment and presentation design. Her work not onty hiBhlights organizationaI achievements but aLso fosters meaningfuL community engagement, LAURA CoNRAD I BUSINESS MANAGER
As CLimatec's Business Manager, Laura Conrad brings extensive LegaL expertise in managing compLex agreements and reguLatory oversight for energy efficiency and sustainabiLity programs. She Ieads aLL aspects of contract deveLopment, negotiation, and risk management, whiLe ensuring stnct adherence to quaLity controL and compLiance standards. )$ cuuanec
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effectiveLy, connecting innovative soLutions with a shared commitment to sustainabiIity.
LocaL program experience: Cities of Santa CLarita, Ontario, San Leandro, and lmperiaL County schooI districts such as CaLexico USD and Lakeside Union SD. l\r1rs. Conrad's background includes Leadership roLes in prlvate practice and corporate [aw, with a particuLar focus on business Law and regutatory compLiance. As an experienced corporate attorney, she offers a comprehensive understanding of contract Law, bus iness reguLations, and environmentaL tegis Lation-con tributing to successfuI outcomes in pu btic secto r energy infrastructure projects.
Loca[ program experience: Cities of Santa CLarita, Ontario, San Leandro, Brawley U nion HSD, CaLexico USD and dozens of other pubLic agencies across Catifornia. :
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Climatec has never had any previous or current invotvement as a party in any formaL Litigation, arbitration or mediation associated with imp[ementation or savings performance on an energy savings contract or specificaLLy reLated to an lnvestment Grade Audit (lGA) agreement in the Iast (7) seven years. CLimatec has never changed names nor transferred our energy service agreements to another party.
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TAB 2: LITIGATION DISCLOSURE
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CLimatec has delivered over $1.25 bil.Lion in energy efficiency and sustainabiLity programs for pubLic sector agencies in education and LocaL government. Regutarly, Ctimatec is invited back for severat phases with the same customer. Rather than the traditionat "get in, Bet out" approach, CLimatec's phiLosophy is buitt on trust and buil.ding Long-term private-pubtic partnerships.
After a successfuL initiaI phase, our customers often choose to pursue a mutti-phase strategy for addressing infrastructure needs through a Long-range master p[an. This approach provides continuity, allowing the project team to leverage their fami[iarity with the City's infrastructure priorities, and operationa[ procedures-ensuring each subsequent phase is aLigned with the City's goats and cuLture.
Ctimatec is pteased to share five project histories that showcase our design-buiLd approach to modernizing energy and water infrastructure for CaIifornia public agencies. These exampLes reflect our full-scope capabiLities, from investment-grade audits to impLementatjon and ongoing measurement and verification.
Of these project histories, the City of Ontario and CaLexico USD meet the RFP's requlrement of two years of verified energy savings. To iLLustrate this performance, copies of the actuaI lvl&V reports for the City of Ontario and CaLexico USD are provided in the Appendix.
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IHAVE SUGEISTED THIS T[ EVEI]Y IITY \IlHO HASNT IIAOE ANY IHANGES YET. STAR] Sl'lALL IOENTIIY IVERYIHING YIU ANO YOUR IOMi,{UNITY WANTS TO OO ANO Il.lEN START WITH THE LOW HANEING FRI]IT ]HE SAVINGS WILL IMMENSETY HELP YOU IUNO IUTUl.lE SUSTAINABILITY Pl.lOJEIIS IHEI{YI- EIIOTHERS, t,lAYOll I IITY OF FOUNTAIN VATLIY
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TAB 3: REFERENCES
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Services & Equipment Provided
. Sotar rooftop & parking structures t Smart irrigation controI system . High efficiency HVAC modernizations
. Ventitation & fittration improvements t lnterior & exterior LED tighting modernizations . Occupancy senso rs/dim m ing controL
. Sports field Lighting & controls
. Bui[ding automation systems (BAS)
. Buitd ing envelope modernizations t SoLar therma[ water heating . Roof reptacement & new insutation t Battery energy storage system (BESS) . High efficiency tTansforme rs
. SoLar contro[ & security window fiLm
r High efficiency pool water heaters
. lce rink refrigeration modernization
r Community outreach & engagement program
ect (C3) O utreach
- Press Release, Energy Program Aoorova[
PubLic Outreach: Santa Ctarita's Green
Revotution
Ctimatec Communitv Conn
NEW & RENEWED INFRASTRUCTURE
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Start/Completion Dates
November 2022 - Present
Primary C o ntact
Ken Striplin | (661 ) 255-4905
Project Size
$35.1 MiLtion
Totat Project S avings
$46.5 Mittion
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lnftation Reduction Act (lRA), creen
Energy Bonds. CIP Capitat Funds, CEC
Loan Funding. EECBG FederaL Grant &
SCE Utitity lncentives
CITY OF ONTARIO
NEW & RENEWED INFRASTRUCTURE
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lelvices & Eq uipment Provided
. New 1.]l\,4W sotar array
r Battery energy storage system (BESS)
r New high efficiency heating & cooling
modernizations
. lnterior & exterior LED tiBhting modernization
r LED dimming controL /occupancy sensors t Citywide I ED St,eettr8ht conve.sio''l . Streetlight monitoring & dimming contro[s
. Etectric vehicle (EV) chareing stations
r New buitding automation system (BAS)
. Smart City technotogy
r City employee system training
. N,4easJrement & verificaIion services
. Community outreach & engagement program
Climatec Community Connect (C3) Outreach
- SustainabiLity Website: Smart Ontario CA
Press Reteases: Smart Ontario News
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liilty Savings D.og"a.n
17 Page
Start/Com p [etio n Dates
Juty 2020 - Aprit2025
Primary Contact
Tito Haes | (909) 395-2800
Project Size
$34 Ir/itlion
Total Project Savings
$75 tr/iLLion
Fu nd ing Sou rces
lnflation Reduction Act (lRA), UtiLity
lncentives, SeLf Ge ne rat ion Incentive
Program (SGIP), CEC ECAA 170
Funding & Private Sector Funding
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r Biogas to renewable naturaLgas (RNG)
system
. High strength waste (HSW) receiving faciLity.
r Digester mixing system enhancement
. High efficiency heat loop pump enhancement
. High efficaency turbo blower system
improvements
. I l\,4W sotar array at WPCP
r Battery energy storage system (BESS)
. Smart irrigation control system
r High efficiency HVAC modernizations
r lnterior/exterior LED tighting modernization
. . fD oimninBcootrot/occJpancy se''rsors
. Crtywide LED Streellight conversion
. Streettight monitoring & dimming controts
r Buitding automation system (BAS)
. lVicrogrid system & controLs
. Smart City technology - wiretess mesh
network system
. Community outreach & engagement program
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CITY OF SAN LEANDRO (3 PHASES)
c[imatec Communitv Connect (C3) Outreach
- Case Studyi Citv Council Testimonial.
Start/Co m ptetio n Dates
June 2016 - Present (3 phases)
Primary Contact
Jane[[e Cameron | (510) 577-3390
Project Size
$23.1 Mittion (3 phases)
Total Project Savings
$37.3 Mittion (3 phases)
Funding Sou rces
Low- ln te rest lvlunicipaI Lease. Utitity
lncentives, $2[/ CEC Grant, City Capitat,
Fed era L Renewable Fuet Standard
Program, Se[f -Generation ln ce ntive
Program (SGIP), Low Carbon FueI
Standard (LCFS) & saLe of RenewabLe
N atu rat Gas (RNG)
NEW & RENEWED INFRASTRUCTURE
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cALEXtCO UNtFTED SCHOOL DTSTRTCT (2 PHASES)
NEW & RENEWED INFRASTRUCTURE
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Start/Co m p Letion Dates
March 2017 - Present (2 Phases)
Primary Co ntact
Jeremev Nielsen I (760) 550-3373
Project Size
$40 lr/iLLion (2 p hases )
TotaI Project Savings
$68.7 Mittion (2 phases)
Fu nd ing Sou rces
State Grant Funds (Prop 39), Private
Secto r tundirg. Utility lncentives.
ICAPCD AB 617 E\l lSotar Grant.
CatSHAPE Grant. IRA Solar lnvestment
Tax Credit (lTC). IRA Low'lncome Bonus
SoLar Entitlement. ICAPCD AB 617
Paving Grant (Phase lll). ZESBi & Other
EV G rants
Services & Equipment Provided
. Solar parking & shade or duaL purpose
structures
. Smart irrigation controI system
. Hieh efficiency HVAC modernizations
. Enhance ventitation & fiLtration
. lnterior & exterior LED tighting modernization
. Occupancy sensors & LED dimming control
r ELectric vehicte (EV) charging stations
r ELectricaI upgrades
. New buiLding automation systems (BAS)
. Retro-commission existing BAS
. C02 l\,4on itoring
. Buitding envelope I roof reptacements
r High efficiency dua[ pane windows
. Ptug ioad power management
. \y'easJrement & verifrcation services
r Community outreach & engagement services
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Services & Equipment Provided
High efficiency HVAC modern izations
Comptete HVAC redesign
EtectricaI upgrades
lnterior & exterior LED tighting modernizations
Customized LED stage lighting. sound system
& controI system at auditorium
New building automation systems (BAS)
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Start/ C o m ptetion Dates
Novem ber 2022 - Present
Primary Contact
Simon Canalez | (760) 554-1121
Project Size
$5.5 Mittion
Tota[ Project Savings
$6 MitLion
FundinS Sources
FederaL Stim u [us. GeneraI Fund
Reserves. Arts & Music BLock Grant
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CLimatec's streamLined project approach for a comprehensive infrastructure modernization and utiLity savings program aIigns with the City of lmperiaL's goals and the scope of work detaiLed in the RFP. ln this section, we outLine a step-by-step process that wiLL ensure successfuL outcomes at each project milestone.
RFO/P Prctiminary
A5sessment (PA)
councit
consideration Verify Savings
Utitity
Basetine
Ana Lysis
Detail..d
Assessment (DA)
D.si8n'BuiLd
lmptementation
PRELIMINARY ASSESSMENT (PA)
Climatec wiIL complete a comprehensive preLiminary assessment (PA) for no co st obLigation to the Citv. As part of the PA process, CLimatec witL conduct a Citywide faciIity assessment identifying potentia[ energy efficiency improvement projects. Our team prioritizes costsaving soLutions that protect lmperia['s infrastructure investments without burdening operationaL budgets. By Leveraging externaL funding and deLivering Long-term utiLity savings, we heLp the City preserve essentiaI services whiLe avoiding the costLy consequences of deferred maintenance, ensuring CIP doLLars work as intended. ln cLose coL[aboration with staff, CLimatec wiL[ deveLop a pretiminary scope of work and engage stakehoLders to assess which projects are feasib[e and desirabLe. The PA deLiverabtes wiLL incLude a scope of work matrix, sampLe soLar [ayouts, a preLiminary turnkey price, estimated LifecycLe savings, eLigibLe funding source options, and exampte cash fLow scenarjos. After refining the PA detiverabLes with the City, a study session wiLI be scheduLed to share information with the City CounciL.
1. Kickoff meeting to estabLish City needs & priorities with key stakehoLders
2. Estabtish a weekty or bi-week[y meeting cadence
3. Review retevant background materiaL
4. AnaLyze site maps, utiLity consumption & operating expenditures
5. Conduct engineering site assessments to evaluate aLL util.aty infrastructure
6. Catatog in frastru ctu re data
7. Re-vatidate infrastructure priorities with staff
8. Prepare a summary of site assessment findings
9. Prepare Layouts for proposed renewabte energy measures
10. Define funding parameters & funding source options
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TAB 4: PROJECT APPROACH
A. APPROACH TO SITE ASSESSIVENT & INFRASTRUCTURE
II\4 PROVEIV ENTS
I DENTI FYI NG I NFRASTRUCTURE I IVPROVE|\ilENTS
CLimatec's comprehensive scope of services encompasses a wide range of efficiency improvements, sustainabiLity measures, and smart bu iLd ing technoLogies including '
HEATING & COOLING
SYSTEMS (HVAC) + BUILDING
AUTOMATION SYSTEMS (BAS)
+ LIGHTING
WATER SYSTEMS
& MANAGEMENT
FENEwABLES +
POWER RESILIENCY
I Pumping Optimization
I Water Meters
I AM - Advanced Metering
lnfrastructure
I AMR - Advanced Meter Readine
r SCADA Optimization
I DesaLinization
I Groundwater lnjection
I I\,,tanhole Covers
r Utllity BitlinS Software (UBS)
I Revenue Recovery Analysis
I Sman lrrigation System &
Controls
I Rainwater/Stormwater Storage
& Reuse
I Buitding water ConseNation
I Dual Pane windows
r Doorsystems
r Roofing Systems I Watl. lnstattation
I Weatherstripping
r Windoy, Security Film
! Solar ControL Fitm
I Soter PV Structures
- Outdoor Leaming
- Lunch/Dining
- Parking
Rooftop
- Ground
I Solar Thermal
I Battery Storage
I Energy Generation
r Etectric vehicle (Ev) Charging
nfrastructure
I Microgrid
! Backup Power Generators
r BioSas Cogeneration
I Smart City Technology
I Street Light Controls
I CCTV Security Systems
I lntrusion Security System
I Witdfire Detection Technology
I GHG Reduction Dashboards
r Public WiFi
I Parkin8 Systems
I Fire Alarm System
I Oil Recycting Programs
r ce Production & ManaSement
I Central. PLants
I HVAC Equipment
I Variabte Frequency Drives
I Demand ControL Ventilation
I Piping System Retrofits
! Air Hand[ing Retrofits
I Variable Refrigerant FLow HVAC
Systems
r New BAS nstaltations
, lntegrate Existing BAS
r Optimlze/Expand BAS
I BAS Occupancy Control
r BAS Energy Dashboard
I lnterior & Exterior LED Lighting
I Smart Park & Security LED
LiShting
r Sports Field Li8htinS
I Day Li8ht HarvestinS
I Occupancy Sensors
a LightinS Controt
I Street Li8ht LED
Conversion/Controls
! Climatec Community Connect
(c3)
I STEM Learning
I Assembties & Fie[d Trips
I CTE Curriculum
I Community Awareness
I Press Reteases
r SustainabiLityWebsites
I Groundbreaking Events
I Coostruction Si8nage
! FLip'the-Switch Ceremonies
I Econom,c Devetopment
I Energy Kiosks
OTHER
INNOVATIVE SOLUTIONS
COMMUNITY
OUTREACH
BUILDING
ENVELOPE
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4 1. Conduct preLiminary engineering for infrastructure modernizations Conduct pretiminary engineering for renewabLe enerSy & power resiLiency Prepare scope of work matrix by Location & measure
Conduct scope verification meeting to ref ine priorities with staff
5. Conduct preLiminary financiaL engineering for desired scope
6. Provide preLiminary not-to-exceed price, funding options & exampLe funding scenarios for review by key stakehoLders
7. Prepare study session presentation & staff reports to inform City Cabinet & CounciL
9. Revise preLiminary scope & funding options according to stakehoLder input l0.Confirm impLementation by CIimatec & set target date for Cou n ciL action
DETAILED ASSESSMENT (DA)
After the City deliberates and provides direction on the PA deLiverabLes, a detaiLed assessment (DA) is required to finaLize the program pricing, savings, detaiLed scope of work and technicaL specifications. Ctimatec wiLL provide the DA scope of services for no cost obLieation to the Citv subject to: 1) staff and Cou nciL confirming the program it wis hes to impLement with CLimatec, and 2) conf irmation of a target action date for Cou nciL consideration.
At the DA stage, Ctimatec wiL[ provide backup anaLysis, breakouts, and other data required for staff's due diLigence to make a recommendation to the CounciL. Detai[ed financiaI anaLysis wiLI atso be provided for the City's finance and Leadership team to soLidify the funding plan and pursue third-party financing, if appLicabLe.
DA services and detiverabtes shaLL inc[ude (in sequence) but not Iimited to, Conduct in-depth engineering site assessments to finaLize project scope Fina[ize Location, sizing requirements & other reLated infrastructure modernizations required to imp[ement desired measures
Evaluate & communicate project permitting requirements
Update scope matrix with finaL scope & prepare summary of revisions Perform detaiLed engineering to finaLize project scope & financials Prepare draft scheduLe of key mitestones & imptementation ptan overview Provide DA report to reflect finaL DA scope of work & selected funding options Draft agreement for project impLementation for legaL review Assist staff with due d i[igence & stakehoLder enga8ement Present finaI DA & action item for Cou nciL consideration )$ clruanec CITY OF IMPERIAL
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4. 5.
6. 7.
8. 9.
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PROJECT DEVELOPMENT
B. APPROACH TO MANAGING PROJECT IMPLEI\4ENTATION &
PROCEDURES FOR MINIIVIZING OCCUPANT DISRUPTIONS
PROGRAM IMPLEMENTATION
CLimatec's imptementation scope inctudes aLL aspects of finaL design, engineering, permitting, procurement, instaLlation, training, warranty, and insurance reLated to the agreed-upon program. Upon award, we wiLL coordinate a kick-off meeting with City staff to establish a construction management framework and mobiLization pLan.
We wiL[ compLete aLL fina[ design eLements, such as Land surveys, geotechnicaL studies, and construction drawings, required for submittaLs and permit approvaLs. AL[ engineered documents wiLL be submitted for the City's technicaI review and approvaL prior to construction.
A detailed impLementation p[an and construction scheduLe witL be finaLized in coLLaboration with various City departments, outLininB key miLestones such as design compLetion, subcontract issuance, site prep, and post-construction activities. To ensure transparency and accountabitity, CLimatec wiLL host reguLar progress meetings with City staff throughout the p roce ss.
Our project manager and on-site imp[ementation team wiL[ work cLoseLy with City personneL to ensure qua[ity execution, minimal disruption, and seamLess integration with ongoing City operations. Our priority is to deLiver a program that is on time, within budget, and with m in imaL d is ru ptio n to City operations.
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C. STEPS TAKEN DURING & AFTER THE TURNOVER PROCESS TO
ENSURE SUCCESSFUL PROJECT I IV PLEIMENTATION
As iLIustrated in our project approach, CLimatec works very cLoseLy with the City throughout the entire project impLementation process ensuring successfuL deLivery. Once construction is compLete, we wilL ensure successfuL project turnover by conducting the cLoseout and commissioning procedures outLined in the Performance Phase above.
MEASUREMENT AND VERIFICATION (M&V)
After impLementation, C[imatec's lV&V department proactiveLy verifies the performance of newLy instaLLed systems by monitoring reaL-time utiLity data. CLimatec's lV&V department provides 2417 moniloting for HVAC, BAS, soLar operation and utitity consumption. lf savings or equipment is not performing as inte nded, our team witL notify the City and take corrective steps proactiveLy. By providing continuous monitoring of mechanicaL eq u ip ment scheduLes and buiLding operation, our team of energy engineers work with customers to ensure the attainment of energy savings goaLs. Our energy engineering team coILaborates with City staff to provide reguLar operationaL updates.
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When construction is complete, the scope measures wi[L enter the performance phase.
CLimatec wiLL then work toward our next set of miLestones, r FinaL sign off & approval by commissioning agent
r WaIk-through & punch List report with the commission agent & the City r Sign off by City of the finaL acceptance of improvements r Agreement on the frequency of measurement & verification to be performed r Agreement on the savings guarantee
r C ity staff training
I NITIAL & ONGOING COI\,4IVISSIONING
With technotogy that continuousLy Logs and monitors system activity, CLimatec can stay tapped into performance during periods of normaI use, and unforeseen conditions or use patterns. lf Ctimatec identif ies an opportunity to further optimize performance, C Limatec wi[L consuLt the commissioninB team and make agreed-upon modifications.
CLimatec provides extensive professionaL training on aL[ new systems and procedures for City staff. The n, we turn over atL reLevant documents, including industry standard As-Bui[ts, revised AutoCAD site drawings, other specific drawings, materiats-used inventories, manufacturer data sheets, and maintenance guideLines.
With these assets in hand, our customers are equipped to not onty understand their modernizations but aLso maintain and expand upon them in future pursuits to further optimize operations and drive additionaL operatinB savings.
D. TRAINING PROGRAN/lS AVAILABLE FOR CITY EIVPLOYEES I
CLIMATEC
UNIVERSITY
energy savings. Training is deLivered through a variety of methods, incLuding on -site sessions, webinars, and classes at Ctimatec University-Led by factory-authorized instructors with expertise in advanced systems.
Our curricuLum covers everything from basic system operations to preventive maintenance, empowering staff to manage and sustain upgraded systems with confidence and independence. ln addition to hands-on training, we provide a comprehensive documentation package tailored to the City's needs. This empowers City staff with the tools and know[edge needed to manaSe, maintain, and optimize their systems, Laying the groundwork for continued operationaL improvements and future cost savings for the City of lm periaL.
,,
SMARI INTAIiII IS [l]l1 PRIMISE IO IACE THESE REALIIIES ANO IIiEATE A EREEN FUTU|.iE IOl1 OUII IOI,IMIJNIIY TO INJOY FOI'I EINEIiATIONS At[NG WITH IMPIIOVE|'4ENiS THAT HArlE STl1EAl'1TINEO lHE [ITY'S MAINTENANCE AN0 0PEl-lATIINS lvt VE ALSB ltlPtEMENTE0 TEIHNDL0EIES PE0Ptt IAN ENJIY tI|]STHAN0 PAUI- LE[N, }.lAYOll I IIIY [F INTA|IIO
To ensure the LonS-term success of infrastructure
modernizations, post-project training is essentiaL.
CLimatec provides comprehensive training for City staff, equipping them to maintain new systems and maximize
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TAB 5: FUNDING SOURCES
EXPERIENCE WITH FACILITATING & OBTAINING FUNDING FOR
CALIFORNIA PUBLIC SECTOR
CLimatec brings proven expertise in securing grants,
incentives, and Low-cost funding that enhance the
financiaI viabi[ity of energy and infrastructure projects. As part of our turn-key approach, we cotlaborate closely with City staff to identify and pursue appticab[e State, FederaL, utitity, and private-sector opportunities, assisting with appLication preparation, compLiance tracking, and
reporting.
By integrating funding strate8y early in project
Ca{exico USD Ctean Air Rebate devetopment, we reduce upfront costs and provide [ongterm relief to both the generaI fund and CIP aL[ocations.
With unprecedented funding avaiLabLe today, lmperia[ has a unique opportunity to stretch capitaL doLtars further, without incurring additionaL debt.
CLimatec's dedicated in-house fundrng speciaLists are focused exclusiveLy on heLping California pubLic agencies secure financiaI resources. Our approach enabLes City Leaders to deLiver a proactive win/win for the citizens of lmperiaL and the environment.
As part of our process, we wiLI present customized funding scenarios based on successfuL strategies used by other CaLifornia cities for simiLar energy and infrastructure initiatives.
POTENTIAL FUNDING SOURCES
FederaI Grants & lncentives
U tiLity ln ce n tives/ Re bates
C alifo rn ia Energy Comm ission (CEC)
P rivate Sector Funding
Power P u rchase Agreements (PPA)
lnfLatio n Reduction Act (lRA)
State Water Control Board Grants
Department of water Resources (DWR)
lmperiaL County Air PoItution and ControI
D istrict (ICAPCD)
Ctean Water State RevoLving Fund
C alifo rn ia State T reas u rer's Of f ice
Drinking Water & Wastewater Program
Setf-Generation ln ce nt ive Program (SG lP)
Renewable FueI Standard (RlN Credits)
Low Carbon FueI Standard Credits (LCFS)
CA Recycting & Recovery (CatRecycte)
,,
ItIt'4ATEI HAS BEEN INSTRUl,lEN]AL IN OEVILOPING ANO FUNOING IOt,{Pl]El]ENSIVE PROERAMS Il.lAT MEET [UI] IITY S NEEOS
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REDUCTIOI{ ACT
2,J22
FEDERAL FUNDING
The InfLation Reduction Act (lRA) offers the City a chance to pay for cLean energy initiatives with 30-40% in
incentives. Passed in 2022,lhis LegisLation atlocates
substantiaL funding to support GHG reductions and carbon neutraLity, primariLy through increased incentives for
renewabLe energy adoption. HistoricaLLy, these incentives were exc[usivety avaiLabLe to private entities, however, pubtic agencies can now access lnvestment Tax Credit
(lTC) through the "Direct Pay" program despite being exempt from federal tax.
Given the uncertainty of federaLLy funded programs under the new administration, Like the IRA incentives, programs need to be closeLy monitored by the City's seLected partner who stays rnformed of federaL funding deveLopments and understands the nuances of these funding sources. WhiLe key provisions, Iike the lnvestment Tax Credit (lTC), remain secure without congressionaL action, other discretionary funding sources may be subject to change. CLimatec is activeLy monitoring these deve[opments to ensure the City maximizes every availabLe opportunity whiLe mitigating potentiaL rlsks.
Ctimatec actively tracks and faciLitates access to Low-interest (1%) CaLifornia Energy Commission (CEC) Loans for
infrastructure modernization and utiLity savings programs. These funds become avaiLabLe on a revoLving basis as previous Loans are repaid, creating continuous opportunities for pubLic Through our direct partnershap with the CEC, CLimatec supports Southern CaLifornia cities in securing funding for impactfuL infrastructure modernizations ranging from HVAC and lighting improvements to EV charging stations and battery storage. We atso coLlaborate with the CEC on pitoting new funding mechanisms and maintain strong retationships with programs such as CALeVIP, whic h advances EV infrastructure across the state.
As a partner to Southern CaLifornia municipaLities, Climatec can heLp your city access early, priority, and often underutiLized funding opportunities, maximizing value whiLe acceLerating the City's sustarnabiIity and resiLiency goaLs.
CLimatec witL support the City in its effort to seek m u n icipaL Lease purchase financing, if desired, by providlng cash fLow scenarios and other desired proformas. There is an abundance of low interest, private sector funding soLutions avaiLabLe for lmperia['s program that can be repaid through guaranteed savings. NationaL and community banks aIike, have strong appetites to provide tax exempt municipaL financing soLutions for pubLic sector energy infrastructure and clean energy programs.
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INFLATION REDUCTION ACT (IRA)
CALIFORNIA ENERGY CO]VN/ISSiON (CEC)
PRIVATE SECTOR FUNDING
CI
Climatec is not a financiaL advisor and thus wiIL support the City in providing any projectreLated information necessary to pursue its desired funding options. We do not partner with any bank or other financing provider so the City can freeLy exp[ore aLL options or work with a preferred financiaL advisor, knowing CLimatec rs by your side.
UTILITY PROGRAI\,4S
UtiLity companies offer significant incentives to support utiLity savings programs for pubIic agencies. Research from the Department of Energy shows that investing in efficiency is more cost-effective for utiLities than procuring additionaL eLectricity. Ctimatec coLtaborates with utiLities to identify avaitabLe incentives, maximizing benefits for water/wastewater, Lighting, buitding automation, HVAC, soLar, and battery storage. Our dedicated speciaLists handLe the entire appLication process, from su bm issro n, inspection to fin a[ approvat, ensuring a smooth process from start to finish.
DISCLAII\,4ER: i" e.-..'7?.:e t t';ai.a'eguLations, Climatec does not prcvide financiaL ad\,/ice )t se'ye es a m:.tnictpai advisar ihe City' s f inana"- team and/ct muntatDal aCyisc: rs responalbie l), t2/ieNing fund ng cpi:cns rnC aJsh fLt',^/ sceratiL-): lhe C!:i acklo' leiges lt.al Ct nat2a;: "a, ar SrC.tegtste.ed rxt;ntcipaL adt'scr a:d ^as nn ftClctari i)lf t) lt1? C tly )$ clruarec CITY OF IMPERIAL
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A. APPROACH TO PROJECTING & PROVING UTILITY SAVINGS
When projecting and proving energy and operationa[ savings, C[imatec foLlows industry standard protocoLs for Ir/&V. Our standards come from the U.S. Department of Energy's Efficiency Valuation Organization IPN/VP Core Concepts, EVO 10000-1 ,2022, as weL[ as California statute requjrements and guidelines for Government Code 4217, and app[icabLe u ti[ity programs.
To catculate, modeL and quantify savings associated with each proposed infrastructure improvement, we leverage state-of-the-art modeLing too[s, including eQuest Energy SimuLation l\,lodets and short-term data Logging, then caLibrate against actua[ utiLity data.
B. IVETHODOLOGY & FORIVULAS UTILIZED FOR REPORTING
As mentioned in the previous section, the lPlr/VP includes four Options (A, B, C & D) that are divided into two general approaches: retrofit-isotation approach and whoLe-bui[ding approach. Options A and B are retrofit-isoLation methods, Option C is a whoLe-buitding method, and Option D can be used as either, but is typicaLty used as a whoLe-buiLding method.
It is important for the city to understand and compare each firm's approach. Each strategy becomes the basis for the guarantee on any utiLity savings program's return on investment.
Ctimatec beIieves the most accurate way of determining and presenting achieved savings is Option C, which measures utiIity savings by comparing actuaI utiIity bi[[s before and after program imptementation. As such, Option C is the standard IPL4VP savings methodoLogy used by CLimatec. Option C is the most direct of the four methods, he[ping customers clearty understand how savings positiveLy impact the general fund.
Energy savings associated with HVAC and BAS are caLcuLated either using an eQuest energy simuLation modeL or a detaiLed, ExceL-based weather bin data anatysis modeL. Both draw on site survey feedback. Neither modeL is proprietary - aL[ caLcuLations can be easity and read ity repeated.
The heating/cooLing Load profiLe is determined by utiLity biLts, buiLding type and outdoor air temperature. Whereas the current HVAC system's efficiency is based on age, condition, and the new equipment's efficiency per manufacturer specification.
The current HVAC system's operating scheduLe and heating and cooLing temperature setpoints are considered to determine the base[ine modeL. Savings calcuLations are based on improved equipment efficiency, optimized operating schedules and tighter heating and cooLing temperature setpoints. To determine how m uch Less eLectrical energy is used by HVAC upgrades, the post-retroflt energy is subtracted from the pre-retrofit energy usage. ((Size of Existing HVAC Unit) x (Unit Efficiency) x (StipuLated Load Factor) - (Size af New CaoLing Unit) x (Unit Efficiency) x (StipuLated Laad Factor)) x (Annual Operating Hours) = kWh Savings |$ curuanec
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TAB 6: SAVINGS
HVAC & BUILDING AUTOIVATION SYSTEIVS (BAS)
After calcutatinB the kWh saved, the specific facitity's average cost per kiLowatt hour is used to determine the energy cost savings.
(kwh saved) x (average $/kwh rate) = Total $ saved
LIGHTING
Frequency and method for reporting project savings is based on both funding source requirements and the City's specifications. CLimatec wiIL heIp develop and send aIL required annuaL reports for proving energy savings performance on behatf of the City as weLL as meet any funding source reporting requirements (i.e., state grants).
C. N/ O N I TO R I N G S E RVI C ES AFTER I [./ P L EIV E NTATI O N To ensure ongoing performance and maximize utiLity savings, C[imatec offers in-house remote monitoring for HVAC systems, buiLding automation systems (BAS), and utiLity consumption. Our team of energy engineers provides 2417 equipment monitoring, ensuring systems operate according to design and performance specifications. We aLso coLLaborate closeLy with City staff to keep them informed, engaged, and aLigned with savings goals.
UnLike contractors who outsource monitoring, often adding cost and reducing efficiency, Ctimatec handtes this function interna[Ly. This aLLows us to provide reat-time support, assist with schedu[ing, troubleshoot issues, and adapt to speciaL events without added expense.
Our proven abitity to consistentLy meet and exceed projected savings is directLy tied to this integrated approach. Ctimatec becomes the City's [ong-term partner in delivering a highperformance energy efficiency and resitiency program that continues to imp rove over time. |$ clruarec CITY OF IMPERIAL
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ENERGY COST SAVINGS
For LiShting. energy savings are determined based on Lighting fixture counts, the type(s) of Lighting fixture(s), the kW used per fixture and the operating hours as obtained d u ring onsite audits or provided by the city. The eLectricaI energy reduction for Iighting upgrades is determined by subtracting the post-retrofit energy from the pre-retrofit enerSy usage. {[(Existing watts/fixture) x (existing quantity) x (existing hours of aperation)] - [(proposed watts/fixture) x (proposed quantity) x (prapased hours af operation)]l / 7000 = kWh savngs
REPORT NG OF SAVINGS
D. PROJECTS/CUSTON/ERS IN WHICH GUARANTEED SAVINGS WERE N OT I\4 ET
ln our so-year history of de[ivering turn-key comprehensive infrastructure modernization and utiLity savings programs, Ctimatec's customers have never experienced a shortfa[[ on a savings guarantee. That said, shouLd a savings guarantee not be met in the City's program, CLimatec woutd work directLy with the City staff to find potentia[ performance issues and take necessary steps for increasing utiLity savings and comptying with the guarantee. This may include re-engineering portions of instaLted improvements or instaLting additionaL equipment at CIimatec's expense. ln the event we are stitL unabLe to achieve the guaranteed savings, CLimatec wiLL reimburse the City of lmperiaL the value of savings not ach ieved.
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TAB 7: ADDITIONAL BENEFITS &
VALUE.ADDED ELEMENTS
CoMMUNTTy
OUTREACH &
ENGAGEMENT
ENVIRoNMENTAL
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CoMFoRT
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There are a number of additionaI benefits and added vaLue eLements that the City of lmperiaL would recognize as a resuLt of program impLementation, and severaL eLements unique to Climatec in deLivering an infrastructure modernization and utiLity savings program. This program wiL[ be the framework to achieve the City's energy goats and st rategies.
CABINET & CITY COUNCIL ENGAGET\4ENT
Ctimatec helps City staff engage stakehotders to ensure the program is aligned at at[ leve[s. Through program devetopment, we wiLI support the City through authoring staff reports, memos, and website updates reguLarLy (as desired). This process heLps inform stakehoLders, including City staff, City CounciL, and cabinet members about "what's to come.''
COTVI\4UNITY OUTREACH &
ENGAGEIVENT SERVICES
Climatec offers a suite of engagement initiatives to
hetp the City tetL lts story and iNFORM, iNVOLVE,
iNSPIRE the community. Our communication services
COMMUNITy CONNECT wiLL hetp you teLL your story and keep your iNroRM iNVorvE . iNspiRE stakehoLders informed about the exciting changes coming to lmperiat. Sharing these stories is the
cornerstone for attracting economic deveLopment to locaL neighborhoods. The CLimatec Community Connect (C3) team wiLL work ctoseLy with City staff to design a customized J$curuarec
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community outreach and engagement program that aLigns with the City's strategic objectives and counciL priorities. The c3 program is conceptuaLized during the initiaI assessment stage and impLemented during and after construction.
Some of our vaLue-added offerings incLude, but not Iimited to:
r Dedication & ribbon cutting events
r Construction signage
r G rou nd breakings
r PubIic reLations efforts at each
pro8ram m iLestone
r Staff memos, reports & CounciL
engagement
r Socia[ med ia engagement
r Q u arte rLy newsLetter updates
t Com mu nity workshops
r Bond ove rs i8h t meetings
r Q&A foru m s
r WaLking tou rs with LocaL Leaders &
in te rested community members
r Case studies, brochures, posters &
variou s p rese n tatio n fo rm ats
r App[ications for grants & awards from Local/state/federaL programs r Dedicated web pages & custom content for ImperiaL
ADDITIONAL BENEFITS
r Reduce risrng cost pressures on the BeneraI fund & capitaL budgets r Revitatize infrastructure without using generaI fund or capital r Hedge against significant rate increases from utiLity providers r lmpLement CIP priorities at today's construction prices r ELiminate change orders, scope gaps & timeLine uncertainty r Reduce deferred maintenance LiabiLities
r FaciLity occupant comfort & safety
r Staff & operationaL efficiency
r EnvironmentaL steward s h ip
r Community outreach & engagement
IHIS PRIJEIT SOLIOIFIES SAN LEANOIl['S REPI]TATII|i AS A SIATEIVIOE LTAOEI] IN TA(INE AIIION II 11EDt][I OUll ENEl.lEY IONSUMPTION
PAULINT IUIIER, t'lAYOll Il|il Of SAN LEANORT]
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Alr Qual ty t\,4on ltorlng Smart Energy
Wlldfire Detection Safety & Sec!rlty
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Virtua[ Power Ptants
As cities face rising infrastructure demands, tightening budgets, and increasing sustainabi[ity initiatives, Smart City technotogies offer a transformative path forward.
CIimatec brings proven expertise in integrating advanced digital infrastructure with energy, water, and faci[ity modernization to heLp cities Like lmperiaL reduce emissions, optimize performance, and enhance pub[ic services.
Through our parent company, Bosch, a gLobaL Leader in loT innovation, we detiver intetligent, cross-domain so[utions that integrate buiLding automation, renewabte ener8y, EV charging, battery storage, and sensor networks into a unified smart ecosystem. Our programs are transforming cities tike San Leandro, Ontario, and Santa CLarita, equipping municipal staff with powerfuL tooLs for eff iciency, whiLe improving LivabiLity and safety for residents.
Leveraging techno[ogies such as intelLigent LiBhtinS, reaL-time dashboards, GHG monitoring, and predictive anaLytics, we heLp municipa[ities atign with CapitaL lmprovment Ptan goa[s and buiLd a digitaL foundation for asset management pLans. With Bosch's 86,000+ R&D professionaLs and deep expertise in loT, Ctimatec ensures that we have access to the most innovative, effective, and sustainabte soLutions avaiLab[e. 6 tr
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POWER RESILIENCY
CaLifornia municipatities are increasingty chatlenged by Pubtic Safety Power Shutoffs (PSPS), pLanned outages used to prevent wiLdfires during high wind and dry conditions.
WhiLe effective for fire prevention, PSPS events disrupt essentiaL operations across many pubLic agencies. As a resuLt, cities are activety exptoring power resiIiency soLutions, inctuding microgrids, to ensure criticaL faciLities remain operationaL d u ring outages.
Recent state legislation has made additionaL funding
avaiLabLe to support the pLanning and impLementation of these technologies. As part of our comprehensive Citywide assessment, Ctimatec wiLL work with City staff to identify priority infrastructure such as the wastewater treatment ptant, weL[ pumps, communications systems, and
emergency response faciLities, that wouLd benefit from
enhanced res iLie n cy.
We wiLL evaluate the feasibiLity of microgrid soLutions taiLored to lmperia['s needs and integrate viabte funding options into the overaLL program. Ctimatec's goaL is to hetp rL- A
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Y INIIlASTIlUCTU11I WItL REITE[T EIJI.lTINGAl',|E SIHOOL OISil]III'S VISION ANO UILOINI RESILIEN] FA[IIITIES WI]H EFFIIIENT RENEWAELE ENIR[Y SIANOAl.lOS S INVIRONl,lIN]AL STIIVAl1OSllIP FOl1 [UR IOM}.lUNITY AND INIOllllAEES OUR PltOBLEM.SOLVEl1S T[ PREPARE FOR THEIR fUTURI
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SAMPLE CONTRACTS
CLimatec does not require an lnvestment-Grade Audit (lGA)agreement; hence a sampLe is not incLuded. However, this section contains sampLe contracts for project instaLLation and measurement and verif ication (M&V) services, incLuding aL[ appLicabLe terms and conditions.
PRICING & FORMS
The required Pricing Proposal and Acknowtedgement Form are included on the fottowing pa8es.
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TAB 8: CONTRACTS, PRICING & FORMS
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ATTACHMENTS
Attachment "A" - Scope of Wotk
Acachrrrent "B" - Lighting Summary
Attachment "C" - Mechanical Invertory
Attachment "D" - Solar Installation
Attachment "E" - Technical Appendix
INSTALI-ATION AGREEMENT
This Installation .\greement (".\greemenf') eotered into as of ("Effective l)ate") is made bv and ('?urchaser") with its principal place of business ar
and
Climarec LLC
\\ith rrs pnncrpal placc of business at
2l5ll'Iorvnc Ceorre Place. Suire l0()
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Purchaser and Climatec LLC agree as follows:
1. INSTALI-ATION. Ctimatec LLC shall provide Purchascr wlrh an Enetgr Infrastrucrure Modernization Program, as identifred in Attachrnen(s) A, B, C, D, and E (rhe 'Tibrll), aod rocotpotated herein bl rcfcrcnce at the total 6xed includrag tequired raxes and perfotmance bond
Priccs quoted are tirm for tl,c agrced up.Jn Work, excqrr tor anr cost incrcase or decrease duc to tari[6 imposed or Liiecl after the cfiictrre dare of the agtcemcnt. Pnces may be adjustcd to teflect thc increase or dccrexsc m cost of reriffs atler rhe dare of executroo.
Ctirnatec LLC is responsiHe for thc &sign, eogincecing, p€raits, fecs, epprovals, proiect managementl installation, sram:p, trairung, checkouq rr'-arrann, and insurance associatcd lrith the \\'ork to be performed. Clmatec LLC is not responsible fot anl equipoent, si'srems, cootrols, comfort problems, balancrng, duct cleaning, exisring dehcient conditions, etc- nc specihcally included in this -\greement. Climatec I-I-C urll ptovide submrttals and engrneered dral'iogs (if required), for Arrch.sc/e technical cview and urirten approval, pflor ro initiating consrrucion. -\ll constnrctio eod associated clceoup shall be pe.forned arid rcheduled to mrnimrze anv disruption with anr ongoing Purchaset ectivities. Clioatc LLC rcquires all undelgrormd conduits bet*een buildings to be clear of obstruction, of suf6cient srze ro accorrrnodatc nerl rvite and cable, end cesilv xcccssible.'Itre Purchaser is responsible for Ethemet drops at each location for Eocrgr' tr{oagement Svstem commuolcation. -l}us proposal offer is ralid unril SCOPE OF WORtr. ()nce this .\grcement is executed bv the Purchaser and Climatec LI-C, Climatec LLC mav not revise the -\greemeot in anv *ar excqrt br mutual agreement $irh rhe Purchaser. Prior to the ,\geement beiog signed br both parties, Climatec Ll-C resery.s the ght to ret.ise anr- or all portions of the ,\greement.
This -\greemeot is based up6 thc use of straight time labor onlv unless stated otherwise in this -\greement. Purchaser agrees to provide Clirnatec LI-C vith required 6eld utilities (electncio, roilets, drinking *ater, etc.) \rithout charge.
Climatec LLC agrees to keep the iobsite cleao ofdebns arising out ofits own operations. Purchaser shall nor back charge Climarec I-LC tbt anl cost or expenses \lthout Climatec LLC's uyirren consent. Unless specihcallv noted in -\ttachment -\ or services undertaken bv Climarec LLC under tlus.\greement, Climatec LLC's obligations under this -\greement expresslv exclude anr \r,_ork or seri.ice of an! nature associated or connected with thc ideodhcadon. abatement, clean up. control, removal or disposal of envirooment hazatds or dangerous substances, to include but not ro be liruted to asbestos, PCBS, or mold discol'ered in or on the premises. -\nv language or prowisioo of the -\greement elsewhere conrained which mar authoize or empo$'er the Purchaser to change, modi$' or alter the scope of work or senices to be performed bv Climatec LLC shall not operate to compel Climatec LI-C to perform an! work relating to hazards without Climarec LLC's express wrirten consent-
|$ clrurrec lnstallatioo -\grccmeot
price of
2 A Bosch Company
a. Intercoonecnofl \greement - means xfl agreemcnr benveen the l)urchaser and a partrcular ur B inyolled fbr interconncction of rhe solar ourput to the elecrrical grid. b. Interconnection Egurpment - all equipment Gncluding wiring and conduir and meteriag for ner mcterrng) on thc Purchaser side of thc marn sen'ice meter to enable pioper firterconnection oi the solar svsrem to thc gfld.
(-3. I ) Dcsten -
(iLmarec I-LC shall prepare the desgfl subflitals (preparcd b\ guaLtied indrvrduals). 1-hc submttal shall be submittcd to Purchaser ior approlal. Purchaser shall provlde approtels \urhn f-r!e (5) husrness dars tlom receipr. I f nor rcce iled rl-rrlLrl tive (5) dar s. the submrrral mar be deemed approral ll Chmarec LI-(-. (l.l) t nrnrcseen Site Conditions \\'rthn ten (10) days of &cor-cr\, Climatlc LLC t' l notitr Purchascr rn rvritrng of (a1 subsurface or latent phrsrcal coodiuoas at the slte differulg materralh from rhosc dcsenlreLl rrr .rn\ contmcr or lrurchaser documcntation
4. INVOICING & PAYMENTS. Climatec LI-C mal invoice t.he Purchaser fbr anr equipment antl,, c,r materials rnsralled ar r lol) srte. Putchaser aqtccs to pay Climatec lJI amourts inlorced upon reccrpt oi rnvoice. \\'arvcrs of Lcn rvill be furmshed upoo lequest, as the work progresscs; to tlte e-\tcnt parmcnts arc leceived If Climatec Ll-(-'s rnvorce rs nor pard within thirh (ill) deys of irs issuance, u LS dciinquent and Climatcc LL(- mal add ooc pcrcent (l! per monih interest onro deLnquenr emounts.
5. INDEPENDENT CONTRACT. Ir is agreed bctween Purchaser and Climatec LLC that Climatec LLC shall perform the \\'ork as an iod€pendent coflErctor. Climatec LLC mav use subcootractors to pertorm work hereunder, pror.ided Ctimatec LLC shdl fullv pav said rubcontractoff and io all instaoces temain tullr responsible for (a) the proper compleuon of this Agrcemenr and (b) supenising such subcontractor's work and for the qualitv of the work ther' produce.
6. MATERIALS. -\11 materials rball be new, in compliance with all applicable ia*'s and codes, and shall be coveted br a menufacturer's warranty, if appropnare. If the mateials or equipment included in this .\greement become temporarilr or permanefldv una\-ailable, the time for perfotmance of the Vbrk shall be extended to the extent thereoi and in case ofpermanent unavaiJabilin, Climatec LLC shall (a) be excused from turnishing said materials or equipment, and @) be reimbursed for the drfference between the cost of the materials or equipmeot permanendr unavailable and the cost of x reasonable substitute therefore.
COMPLETION. The \\'ork shall be considered completed upon approval bv the Purchaser, provided that the Purchaser's approval shall not be uoreasonabll, u,rthheld- The natute of the \lr'ork is that is consists of multiplc ptojects and/or sites, as noted ifl .\ttachment -\. ()nce work on a project or a site is deemed bv Clirnatec I-LC to be substantialll complete (thar is available for beneEcial use bv the Puchaser urith the scope ofwork for that site or proiect funcdoning as reguned) except for minor items (a punch list), Climatec LLC \r'ill pro\.ide a Notice of Subsrantial Compleuoo tbr lostallation -\greement
7 A Bosch Company
3. SOLAR INSTALLATION. The Vork excludes cottectioo of concealed conditions that could nor have been asceltained br general visual inspection. -I he \ri'ork cxcludes correction of anv existing or previous violations of laws, codes ot ut in' tequiretnents and errors and omissions of the Purchaser or orher contracrors not comrnunicated to Climatec LLC. Purchaser nill ptovide all discretiooan petmits (permits requinng the discretion of rhe rssuer) required in time to execure rhe \\'ork uithin the agreed upon schedule. Climatec LLC will provide all non discretionan', mioisterial ftrerrnits not recluting thought and discretion of the issuer) permits requted for the provision of the solar installauon.
Purchaser agrees to promptlv execute and rerum provided Prcliminarr Interconnection Documeotation (irutral or preliminan- paper*'ork ot documentation required bv the Utilin' for interconflection of the srstem to be executed bv the svstem ov,'oer), Preliminarl Rebate Documentation (docurnenration comprising the initial or prelimrnarr p^p.r*ot[ required bv the admifliscator of the Rebate or rhe Rebate to be reserved) (if applicable), and Site ()woer Consent Documenradon (agtecment from thc site o\,,'oer to iostall s\'stem on the real propertv rdentiEed in the ptoposal) (if appticable). Scope in -\rtachment D uill include comrnercrallv reason2blf, efforts to promptll obtam the PT() fP"t*..,on ro ( )perarel from Purchaser's uuhn. The morutorrng equipmt pr.vider will prorrrle monitoring ho'ung scrvices for the first 6ve (5) vears of operarion- Purchaser w?rrants tbot tter hold tide to the installarioo site and agrcc to rhe \olar insrallauon on rhat srre
'l erms applicable to the solar scope are as follorvs:
|f cuurrec
rhat site or proiect ro the Purchascr. Final Completioo, as previouslv noted, will occur once the entire scope ofwork is complete for all sites and proiectsS. WARRANTY. Climatec LLC warranrs rhat the equrpment afld srstems provided under this -\gteemeflt shall be free from defects in material aod workmaoship arising from normal usage for a period of one (1) year from rhe date of beneficial use or eighteen (18) months from delivery of said equipment or systems. !('thin rhe warann period, if Purchaser provides written ootice to Climatec LLC of anv such defects within thirtr (30) davs after the apPear:Ince or di5gel,6rr of such defect, Climatec LLC shall, at its option, repair or replace the defectir.e equipment aod return said equipment to Purchaser. -\ll transporradon charges incurred in connection with the $,arrann for equipment shall be borne bv Purchaser, unless otherwise ptorided fot in manulactuler vaffanties. These warranues do not extend to anv equipmenr which has been tepaited b_v others, abused, altered, or misused, or which has not been Properlv and reasonablv maifltained. ,\ll transferrable manufacturer \r'arrantles associated with the equipment will be transierred to the Purchaser. These waranues are io lieu of all other \i?rranties, exprcalcd or implied, iocluding but not limited to those ofmetchantabfitr aod fitness for a specific purpose. 9, LIABILITY. Neither pam. shall be liable to the other lor anr spocid, indirect, or consequenual damages arising in anv manner ftom the equipment, material, or s1'stems furtushed ot the work perfred pursuant to this -\greement.
10. TAXES. The price of this .\greement includes duties, slb, use, excise, or othet sinrtrar mxes requfed bv tederal, state, or local lau's in cffeo ar the time of the Effective Datc.
11. DEI-AYS. Ctrmatec LLC shall not be liable fbr anv delav in thc perfonaonce of the \( ork rcsuhing tiom or attributed to acrs of circumstance bevond CLmatec LLC's control, includiog but not limited to acls of Go4 liots, labor dispures, conditioos of the prernises, acrs or omrssions of the Purchaser, ot o&cr contractors or delavs caused bv suppliers or subconractors of Climatec LLC, etc. If Puchrsct delars proi€ct fot greater than srxn (60) davs, Climatec LLC cao recovel anr cost inflation on un billed materids that wic either stoted or yet to be putchascd.
12. REBATES, UTILITY INCENTIVES. Unless other,r'ise stetcd in the -\grce6enr, or cash tlow aoalvsis, an1' and all rebares, incentites that ate ca6cd through thc ccnrse of this proicct trom public or private utiltres, municipalities, developmeot disricts or sate fuflding, with the excqrtron of lighting rcbates, are one hundred percent (100oo) the properri of rhe Purchas.r ot their desigtrr€. I-rghting rcbates are one hundrcd percent (100o'o) the propern ofClirnatec LLC and are used ro reduce the prolect cost to the Purcltas€r. The pape^vork, inspections aod verificatioo rcquted to collect these monies (except for ligholg rclxtcs) are the sole responsibilin of the Purchaser11. COMPLIANCE WITH LAWS. Climarec LLC shall comply rvirh all epphcable icdcral. strtc, and local larvs anrl rcgulations. -\ll |ccnsrs and p€mlts requircd tor rhe prosecuuon oi rhe \\'ork shall be ohrained and pard tirr br Climatec U.C
14. CLIMATEC IIC'S LICENSE lI{D DIR REGISTRATION. In order to perform the V ork, Clmatec LLC shall possess a valid, ecdye license in rhe classiEcation(s) required issued b_s the Srare of Cahfomia, u'hich shall remain valid and active rhroughout the proiect. Ia addition, Climatec LLC must be registered \\,1th the Departrnent Industrial Relations ("DIR") as a public works coarractor.
15. WAGE RATES. Pursuant to tlr€ provisions of -\rticie 2, commcocing with Secuon 1770 of the Labor Code, Purchaser has ascertained the general preailirg rare ofper diem wages rn the localin in which this public *otk is to be performed for each craft, classifrcation, or tlpe of $'olker needed to execure this -\greement. The general rates of per diem wages are available at Purch*er's of6ce. [n the event that the listed or posted rates are io eror, Climatec LLC is responsible to pav rhose rates derermined bv rhe Director of lodustrial Relauors to be applicable, xnd Purchaser shall not be respoosible for anr damages arising ftom the effor.
16. PAYROLL RECORDS. It is the responsibilin- of Clirnatec LLC to complv r*ith the provisions of Labor Code Secuon 1776 dealing lith the mainreoance and inspectrofl of emploree pavroll records.
17. PREVAILING WAGE. The -\greement is subieo ro prevailing uzge monitoring aod enforcement br thc DIR.
Climatec LLC and all subcootractors $ill be subject to the requirements of Subchapter -1.5 of Chapter 8 ofTitle 8 of the California Code of Regulatioos. Climatec LLC aod all subcontmctors u,rll be required to furaish electronic certifred Jf cuulrec
A Bosch Company
Insrallatroo -\greemeot
pa)'roll records ro rhe DIR on a frcqucncy not less than monthly using the DIR'S eCPR. Clirnatec LLC shall complv with all rcquirements of the l-abor Code and attendaot regulations pertainrng ro prevailing ,lzge monitoring and compliaoce as reguited bv the DIR, rncluding, but not limrred to, postrng job site notices prescribed b_v Tide 8 CCR $ l6-l5l(d). Climatec LLC shall perrrur Puchaser, the DI& or thei designee to intcn'iew Clirnatec LLC's emplolees concerning compliaflce with prevarling wage, apprcnticeship, and related matters, whether or not during wolk hours, and shall require each subcoatracror to provide Purchaser, the DIR. or their desgnee with such access to its emplorees.
18. APPRENTICES. If apphcable, Climatec LLC shall complv with the requiremcnts oi Labor Code Sectron lil7.5 deaLng wrrh the emplovment of epprenrrces.
19. DISPUTES. Public Conrract (lode Scctions 920-{ afld 2{110.1 ,/ r?./. (collecdvelv, the "Dispute Resolurion Provisions") ser forth sraruton requirements applicable to contractor clarms erisiog or rcanlung from pr.rblic works pro,ects (each a "Clarm"). 'l'he Dispute Resolution Provisions require that each Claim bc io writiog. sen'ed on thc pubLc agcncv bl regrsrered marl or certitled marl urth return receipt requested. and supp(rd br reesonable drxumenratron of the basis tor rhe Claim. To the extent prorrded in Public Contract Code Sccrin 9204, a primc contractor mar- 6le (-larms on behalf of us subcontracrors of anr tre!. The public agencv shall rc4rcad in woting to each Claim *'rthin tbrn fivc (-15) davs after recciving the claim or, if approval of the responsc b, the governiag bodl of the public agenct is requrred, then nor larcr rhan three (3) davs following the nexr duly publiclv noticed meetiog of the governing bodl after such forn.-tivc (-15) dav period. The Dispute Resolution Provirbas specifi additional reqpirements if the pubhc agencr does not urnclv rcspood or rf rhe clarmant disputes the rerpoose. 'l'he public agencl shall pcy aol undrsputed portion oi a Clarm as requted pursuanr to rhe Drspute Resolutron Provlicrns- tfthe contractor disputea lir publlc agencv's rcsponse ro a Claim, or rhe public ageocl does not timelv respond ro a (:lam, the cotractor fiur( suld to the public agencv a rvrirten demand ro meer and informallv coqler regarding setrlemt of thc Claim. In such eveoq tLe public agcncv shall schedulc such meering ro occur ulthin rhttt (3O) davs tirlkning ttccitrr bl the pubhc agencv of the u'rinen dcmand. It-, follourng such meeoag, anl portion of rhe Ckim rcoarns in drsputc,6c contractor and pubhc agencv shall submrt rhe Claim to non hrndng mediation as required lry the Dirpute Resolutron Provrsions. If a (llaim for three hundrcd sevenn' five thor.rsaod dollers ($375,000) or lcss remaic io dispua blLcwing such cchation, and a ci\d action ts commenced ro resoh.e rhe Clarm, judicial arbrtratroo shall be cquired pursraot ro Pubhc Cooract Code Section 2010.1..1.
20. CHANGE ORDER (Mil-Perforrrnce Araendmcats). Ctioratec If,.C rod the Purchaser recognrze that:
a l)urchaser mar desirc a mrd 1ob changc ln the spccrtlcarrons or scopc rhrt rvould add nme ancl c,iir to rhe spccltied $ork or inconl cnlcoce Clrmarec LL(-.
b. ( )rhcr ptovrsions oi the Agrccment rray be diificult to carn .Jut becaus! r)f uo Lrrsccn events, sr.rch as rnatcrtal shottage or labot strikcs.
If these ot other evenrs belood thc ctrntrol of the parries rcasonablv re<1ure adiustmcnts r.J rhrs -\grcement, th(. Ptrncs shall makc a good tairh arrempt b rgree on.tl oecessarl parnculars Such agreemenrs shall bc put rn unring. srgncd b! rhe partres, aod added ro rhis .\grectbenr. Farlurc to rcech agreemcnr shall be deemetl a drspure to be resolvcd as agreeri rn sccoon ll) of this .\greement.
21. INSURANCE. ClirEec LLC will qiotain comprehensive habihn and other insurance in amounts not less than those ser forth [)elow. Such innrcence shdl protcct Climatec LLC and the Purchaser againsr anv claims, losses, Iiabdities, and expcnses arising from the Vort rfrcther performed br (llimatec LLC or aov subcontnctor of Climatec I-LC. The coveragc shall ioclude:
a. \\'orkets Compensatioo aod Employers' Liebilin Insurence $1,000,000 each accident; t1,0O0,000 each cmplovee/disease; and 11,000,000 policv limit.
b. Comprehensive or Commercial General Liabil.itv - Bodilf injun'liabilitr of $ 1,00o,00o Per occurreoce and general aggregate liabiLin of $2,000,00o per occutreoce. c. Comprehensive .\utomobile Insulance - Combioed single limit of $ 1,000,000 per occurrence If the Purchaser requies that Clirnarec LLC maintain ant. special insrrrance covelage, policr', amendrnent, or rider, the Purchaser shall par the addruonal cost.
Installation .\greement
)f cuuarec
22. INDEMNITY. The parties hereto agree to defend, indemnify, and hold harmless each othet from anv and all liabilities, clarrns, expeflses, losses or damages, includrng attornev's fees srtuch may arise in conncction wtth the execution of the \I'ork and u'hich ate caused, in whole or in part bv rhe negligent act or omission of the indemnif ing patv 23, OCCUPATIONAL SAFETY AND HEALTH. The parties hereto agree to notr6 each other immedlatek' upon becoming aware ofanv alleged violation of, the ()ccupational Safeh and Health -\ct (OSFL\) relating in anl war- to the Sibrk.
24. ENTIRE AGREEMENT. This -\greement, upon accepBnce, shall constitute the entire agreement between the parties and supersedes anl. prior representations or understandings.
25. CIIANGES. No change or modificatioo of anv of the terms and stated berein shall be binding upon Climatec LLC unless accepted by Climatec LLC m wnting.
26. SEVERABILITY. Ifone or more ofrhe prousions ofthis
provision(s) shall be excluded from these terms and
interpreted as if such prorision wete so excluded and shall ln
27. COUNTERPARTS. ThG .\greemenr mav be
origrnal and all ofwhich together shall coostitute one same instrument. \ received br either paro br i;rcsimile ot ponable (PDR
The parties shall rrear a photocopv of such facsrmile as a
29. ACKNOWLEDGMENT. Both Climarec
contfact documenrs and
to be unenforceable under laws, such
rerms and conditions shall be
ro rherr rerms and conditrons.
of which shall be deemed an
a copl of this -\greement
parn' as an oflgrnal
srgo lls obJrgatons of rlls -{gteement with u,ritten
having read this -\greement and all
Efttctive Date.
on its'behalfis authorized to do
dulr officers to execute this .\greemeot effecrive as of Climatec LLC
Signarure
Print \amc
Tide
1)ate
lnstallation -\gteement
28. ASSIGNMENT. Climarec I-I-C retains
consent ofPurchaser.
30. APPROVAI. r:ach Person
rN silTliEss
the Effective
Srgnarure
Print Name
the
Titlc
Date
f cuuarec
A Bosch Company
Attachment "Al'
Scope of Work
J( clrrurrsc Installauon -\grecment - -\n .\
A Bosch Comoan\i Page 1of I
Attachment "B"
Lighting Summary
Installatiofl -\grccmeor .\tt B
Page I of I
)f cuu.arec
A Eosch Comoan!
Attachment ttCt'
Mechanical Equipment Schedule
J( cuurrec
Installation .\greement - -\n C
A Bosch Comoany
Attachment ((D"
Solar Installation
lnstallation -\greement - -\tt D
|$ cuuarec
Attachment ttE"
Technical Appendix
f cuurrsc
A Bosch Company
lnstallation -\greement - -\tt E
CLII\IATE,C I\IE,ASURE,I\,IE.NT AND
\TE,RI IJI CATI O N AG RE,E,I\[ E,NT
FOR
SCOPE OF SERVICES
TERMS AND CONDITIONS
ATTACHI\IENTS
Attachmcnt {A'
- Guatanteed Savings Mcasurement & Verificatioa
I- Savings Guarantee
II. trIeasurement & \'etification N{ethods
IIL Selected l[easurement & Verificauon ( )ptions
I\'- Specific \leasurement & \'eriftcation Plan for Each EC]t:
t. Lighung Svsrem Upgrades
2. H\'-\C Svstem Insrallarioo
3. H\',\C Controls Upgrades
.1. Solar PV lnstallation
Anachm€nt "B" - Utility Baseline Summary
Attachment "C" - Standards ofOperation (HVAC & Lighting) L Srandards of ( )peratloo t:or H\'.\(l
IL Standards oi ( )petatroo for l,ighting
)$cuuanec
A Eosch Company
l'.rlr( I ofs
CLIMATEC M&VAGREEMENT
This Nleasurement and Yerification ('lI&V") Agreement ('Agreement') entered irto as of and betw'eenr
is made br
("Purchaser")
uith its pdncipal place of business at
and
Climatec LLC
with rrs pnncipal place of busin€ss at
2150 Towoe Centre Place, Suite 200
-\oaheim, C-\ 92805
This -\greement shall include the -{ttachmen(s) listed below:
-\ttachmcot ",\" - Guaranteed Savings lleasuremenr & \-e.i6cation Attachment "B" - Utiliw Baseline Summan'
-{.ttachment "C" - Staodards of ()peration (FI\'.\C & Lighting)
SCOPE OF' SERVICES
TTlRMS AND CONDITIONS
1, Generd Provisioos:
1.1 Unless stated otherrvise, the sen'ices provided under this .\gieement shall be prorided duing Ctimatec LLC's oormal business hours. Normal business hours are Nlonda-v through Fridar', 8:00.\.IL to 5:00 P.trt inclusive, excluding holidal's.
L2 The Purchaser shall pror.ide reasonable means of access to the equipment being measured or ven6ed. Clfnatec LLC shall nor be responsible for anl removal, replacement, or re6nishing ofthe building structue, if requued to gain access to rhe equipmeot. Climatec LLC shall be petmitred ro start and stop all equpment necessarv lo perform the sewiccs hetein described as aranged with the Purcheser's representatrve. f cuuanec
EoerEJ' Saviogg Meaeuremenr & Verification Service:
Climatec LLC udl pror.ide \l&\' services of the energv savings associared *ith Purchaser's enelgl' retro6t insmllason, as described in -\nachrnent .\ - Scope of \I'ork, located io the associated lnstallauon .\greement. Energ; sarings lt&\' repons ("lI&V Reports') will be ptovided to the Purchaser orr an annual basis.
Term:
This -\greement shall corurlerrce upon the completion and acceptance ofrhe Puchaser's eoergr retro6t insta.llation project aod recerpt of 6nal parmcnr for rhe associated lnstallation Agreemcnt ('Effectivc Date') and shall cootrnue for a rerm of _ yeers. 'Ihe Purchaser mav terminate this Agreement at anv rime with a sixtv (60) &y writren ootice. llowever, tetmination of rhis -\greemeot will void anv saviogs guaraotee udder this ,\geement and the Installauon -\gteemeot oo or after thc rermination date.
Charges:
This ,\greemenr shall be billed once per veat due and pa,vable within fortv frve (45) days of the Purchaser's teceipt of invoice, which shall be senr thilrv (30) days following the Effective Date, and the annivetsalv of the Effective Date in t]re follosring rears. The aonual .\gteement charge is $- for the fusr -
rears and escalated at
-o6
anoualll for
even'subsequeot sear thereaftet. Ttris rate do€s not include taxes.
A Bosch Compahy
l'rgc 2 ,,f 5
2- Cherpes:
2.1 Fot senices not covered by this Agreement, but performed bv Climatec LLC upon the Purchaset's aurhotization, rhe puchaser egrees to pav Climatec LLC withro fortv five (45) davs of presefltation of properly itemrzed hvoicc(s) at Climarec LLC's current rates.
2.2 Ifemergencv service is requested by the Purchaser and inspection does not reveal anv defect for which Climatec LLC is hable undet this ,\greement, the Purchaser will be charged at Climarec I-LC'S current emergeocy charge fates.
-1- Limitations of Liabiliw:
3'1 Ctimatec LLC shall not be hable for enr loss' delav, injurr', or dzmage that ma)'b€ caused br clcumstaflces be,rond its control including, but not restricted to; acts of God, war, civil commouon, acts of government, fue, theft, corrosioo, floods, lightoing strikes, freezes, stlikes, lockouts, diffetences with *-orkmen, riots, explosions, quarantine restrictioos, delavs in tansportation, shortage of vehicles, fuel, labor ot materials, or malicious mrschiei Ii'r-. NO E\-ENT StL\LI- EITHER P-\RTY BE LL\BLE F()R BUSINESS INTERRUPTI()N' LOSSES, oR CoNSEQUENTI-\L, INDIREC-I" SPECL\I OR SPECUI,.1'TIvE D.\}L\GES
3.2 Climatec LLC shall not be required to make safetv tests, install oen/ devices, or drake modificauons to anv equipment to comply with recommendauons or directives ofiosurance companies, govetomenral bodies, or fot other reasons.
3,3 Climatec LLC shall not be required to rnake replacements or tepals necessitated bv reason of negligence, abuse, misuse, or bv reason of anv other cause, unless such repairs are necessitated due to the actioos or inaction of Climatec LLC, or its emplovees, tepreseotatrves, ageats, consultants, ot subcontractors.
3.4 This .\greement pr€ supposes that all equipment is in satisfacton working order. Ciimatec LLC will inspecr the equipment within sixq. (60) davs after the Effectrve Date and vnll advise the Pwchaser of anv equrpment found ro be rn need ofreparr. Ifthe Purchaser does flot autholize Climarec LLC to make the repats or rf the Purchaser does not have the work performed, *re equipment will be eliminated from coverage and the .\gieement savings will be adjusted. \laintenance of existiog equipment and svstems is the responsibiJrq' of the Purchaser. Failure to properlv maioraio equipment and svstems can result in reduced energl ef6ciency and mav necessitate a baselifle energl adjustment and annual ,\greement charge will be ptoporuonatel_f reduced. There ma1' be some equipmeot lrhich, for reasons hyond Clirnatec LLC's contol, canflot be inspected belore this -{greemeflt takes effect.
Clirnatec LLC will inspect such equipm€nt on the first visit $'here the equipment is available3.5 The amount of anv present ol futute sales, use, occupaflcy excise, ol othel tax (fedetal, state, or local) which Climatec LLC hereafter shall be obligated to pa-v, either on its orvn behalf or on dre behalf of the Purchaser or other.*rse, with respect to t}re services covered bv this .\greement, shall be paid bv the Purchaser.
3.6 If rhe equipment or software included uoder this,\greement is altered, modi6ed, or changed br a parw othet than Climatec LLC, this -\greement shall be modified to incorporate such changes and the -\greemenr annual charge ard/or savings shall be adjusted accordiogl-v.
3,7 Following tweh'e (12) monrhs of service ot any trme thereafter, rf rndividual uem(s) cannot, in Climxtec LLC'S opinion, be properlv repated on site because of excessive wear or deterioration, Clirnatec LLC may rrith&aw the item(s) from coveage upon ninen (90) davs prior written oouce. Energv savings mav be adjusted accotdingly.
3.8 This -\greement shall be governed br, construed, and eflforced in accotdance with the la.r,s of the State of California.
4. MiscellaoeousProvisions:
4.1 Safew and Securiw:
The senices provided hereunder mav occur on active Purchaser sites. -\s such, Climatec LLC shall ensure thar its services on and around the Purchaser site complv with all appticable laws, regulatrons aod standards including bur not limited to, the hngerpnnting requirements ofthe Education Code afld anv other legal requirements which mav be applicable to Climatec LLC's actrvities on or about dre Purchaser sites. \\'hile the Purchaser shall reasonablv asslst Climatec LLC in determining rhe applicable requirements, it shall be Climatec LLC's sole responsibiJiqv for determining and complving with all applicable laws, regulations, arrd standards. )$cuuanec
A Eosch Company
4.2 Dispure Rc8olution:
a. In the event ofaor dispute whatsoever berweeo the parties, patties shall exhaust even'reasonable effon ro settle or dispose ofthe same, including a discussion ofthe maner between seruor executives ofeach Peq'.
b. Clarns between Purchaser and Climatec LLC shall first be resolved using rhe procedures set forth at Califomia Public Conrract Code secrion 9204. "Claims" are defincd, pursuant to Califomia Public Contracr Code seoion 9204, as a separate demand by CLimatec I.LC for ooe of the following: a time extensioo for relief from penalties for delav; pa,vmeor ofmonev or damages arising from *ork done; or Pavment ofan atnount disputed bv Purchaser.
c. Upon receirrng a Claim senr bv registered or cenified mail, Purchaser must review aod proride a written response wirhin fofi-five (45) da1's that ideotifies the dispured and undisputed portions of tlre claim. Thc foq'- Eve (45) &v period to respond rnay b€ extended bv mutual agrcemeflt betv.reen the parties. The Claim is deemed rejected rn irs entiren ifPurchaser does not issue a response. -\nr pa1'ment due on an undisputed portion of the Claim must be processed within sixtr (60) dars after Purchaset's respoosc. If a claimant disputes Purchaser's response or lack theleof, rhe claimant mav demaod to meet and confer for setdement of the issues in dispute. .\ov ponion of a Claim rhat remains in dispute aftet a meet aod coofet conference will be subyect to nonbindrng mediation process, as dcscribed in California Public Contract Code sectron 9204. Uodisputed and unpaid Clatms accrue ioterest at sesen percent flob) per aonuin. -\ subcontractor or lorrcr de! subcontnctor mat make a Claim to the Purchaser through Climatec LLC, as speciEed in Califomia Public Contract Code section 9204. Howeve!, the ptocedures in this secrion shall not supersede the requirements of the .\grcement with respect to Clitnatec LLC's notifrcauon to Purchaser ofsuch Clarm or extend the time for the grving of such notice as provided in thc -\greement.
d. .\nv controversy or Claim arising out of or relauve to the .lgreement, ot the breach thereof, not adjusted or disposed of br murual agreement between rhe parties as described above, shall be fust settled by mediation and then (in the absence of senlement after mediarioo), bv arbitration undet the -{mericao -\rbitration -\ssociation Constructioo -\rbitration Rules then in effect, and iudgmeot upon the asard rendered bl rhe arbitrator(s) mar be enrcred in anr court having iurisdiction theteof, and arbitrauoo decision shall be 6nal and bindiog on the paries and on all parties subiecr to the follorving. Said atbrtration proceedinp shall be 6led in rhe regaonal of6ce of the .\merican -\rbitration .\ssociatioo nearest to Purchaser. .\ll arbirarors shall be bound br the terms of the -\greement. The expenses of anv arbitration shall be boroe equally by the panies to. the aibitrauoo, provided rhat each parn shall par. for and bear rhe cost ofits orl'n expelts, evidence, aod counsel. e- Pending a final resolutioo of a dispute, the paltres shall each proceed diligentlr aod faithfullv with performance of thet respective obligations under this -\greemcor.
4.3 lodemaifcation:
To the extent it may lawfirllv do so, rhe parties herebv indemoifi', defend (with counsel of its choosing), aod holds har6less the olher perw and its af6liates, &ectors, represeotatives, agents, of6cers, emplovees and volunteers from and agarnst anr. and all liabilin or claim of Labilitr, Ioss or expense, iltcludiog delense costs and legal fees aod claims for damages ofwhatsoever character, narure and kind, whether &ectlv or io&ecdv arising from any thtd partv actioos from in jury to or death of persons, and damage to or loss of ptopern to the e xrent caused bv o! aflsrng out ofor connected with arr act or omission of the indemni$ing partr', or an ageflt, inviree, guest, cmplor,ee, or anrone in, on or abour lhe Puchaser sites, including, but not [imited ro, liabilitr, expense, and claims for: bodil-v iniun', death, personal iniurr, or proPefi damage caused bv negligence, creadon or maintenance of a dangerous condition of plopertv, breach of express ot implied vrattantv of product, defectiveness of product, or intentiooal in0ition of harm, iocludiog anl workers' compensarion suits, liabilitr, or expense, arising from or coonected with senices perfotmed bv, or on behalf of the, indemnihing parn, br "rrt
p..ron p*rr"rr, ,o this -\gleemenq noflParmeot fo! labor, nraterials, appliaoces, teams, or powet, performed orr, o. frrniih.d o. .ontributed to the Purchaser sites. Notwithstanding the above, neither partv shall be required to defend, indemnili. and hold harmless the other for its own negl.igent acts and ooissioos or willful misconduct.
Ir is the intent of the paries that where negligence is determrned to have been joiot or cootributorr, principles of comparative negligence will be follorved, and each parq'shall bear the proportionate cost ofanv loss damage, expense or liabilio attributable to rhat party's ncgligence. f clruanec
a Bosch Company
Pagc 4 ,,f5
5. Occupational Safety and Health: The paties hereto agree to noti6' each other immediately upon trecoming aware of anr alleged rrolatioo of, the ( )ccupatronal Safen and Heakh -\ct (()SH-\) relatiog in anv '*'av to the proiect or project site.
6, Entire Agreemeot: This ,\greement, upon ecceptance, shall constitute the entire agreemeflt betweefl the parties and supersedes aol pdor representations or understandings.
7. Chanpes: No change or modiEcauoo of anr of the terms and cooditioos stated herein shall be binding upon either parn urJess accepred bv borh parries in r*riong.
8. Severability: [f one or more of the provisions of this -\gteement ale held to be unenforceable under la[s, such ptovision(s) shall be excluded from these terms and conditions and the remaining terms and conditions shall be interpreted as if such pror,ision were so excluded and shall be enforced in accordance to their terms and coodiuons.
9. Counterpato: This ,\greement rnev b€ executed in multiple counterparts, each ofwhich shall be deemed an original aod all of which together shall constitute one and the same instnrnent. .\ srgnature on a copv of this .{greement received br either pam' bv facsimile or portable document format @DQ is binding upon the other pam. as an onginal.
The parties shall treat a photocopv of such hcsimile as a duplicate original.
10. Assipomentr Climatec LLC reaios rhe tight to assign its nghts and obiigations of this .\greement onlv with advance written consenr of Puchaser.
11. Acknowledgoent: Both Climatec LLC and rhe Purchaser aclinowledge having read rhis .l,greemeot, and all -\ttachments hereto, and have executed rhis .\greement on rhe date.*ninen above.
12. Approvd: Each parn-tepresents that the persoo that has executed this -\grecment on its'beha.lfis authorized ro do Climatec LLC
Srgoarurc Signature
Print Name I)rint Name
'l.rtle 'l irlc
Darc l)arc
)$ cuuanec
A Bosch Company
Prgc 5 ,rf5
Guaranteed S asufe t & Verification
(
T
)( cuuanec
\l&\' .\grccm.rt - -\tt '\
I'agc I of ll
A Bosch Company
Attachment ((At'
vl rcmen Verificati
-[lis document cootains the eoergy saviflgs measurement and veriFrcatioo plan ("11&V Plan") for the energl consenation measutes ("ECl[s") cofltaioed in the Installatioo -{gteement. The followrng table summarizes the ECtrls proposed.
TABLE 1.0
INSERT T.\BI,E HERE
.\ specific II&\'Plar is submirted for each energv conservatioo measure ("EC}I") to provide a compreheosive overall plan for Purchaser. Each measure's \I&\'Plan pror-ides:
! ,1, descriptron ofhou'the sarrngs shall be ven6ed for each EC\[. ! Selecuoo of specific protocol for r.eriEcauon ofsavings of each EC\L )> Requirements for measurement or other means to establish the ECM ravings.
Chmatec LLC is respoosible for the pre retro6t measuement, enersr tarLBr calculations, equipmeor installauon, and requied post'retro6t Yeflficanon as oudined herein. Purchaset agEat to opctlE and maintain all equipmcnr installed.
Proper operation aad mainteoance of equipment aod syatcos is critical to hlg-term achievemeot of erergy
3.viags,
SAVINGS GUARANTEE
(-hmarec l-1.(- \\'rrraors thrt I'urchascr shall rcahzc total cnergf sal1ngs, total operao(rrxl saviogs and unhn rebatcs ("(;ua!anteed l)roject Savrnqs"l rn excess oi the toral projecr c(,st, duoog thc cr:urse oi rhc useful lde of rhc cauipmenr (estimated to lt ltars). -I1rc "Guareotcc Period" bcgrns on thc Effccrve Dare aod conrinues lirr a tcrm nor r<r !\cced
-
rc.rrs (--Lmattt l.l.( agrgs5 tc, cornpletc tLe \1&\' Report oo an annual basrs and delir.er to rhc Purchaser \\1thin sl\n ((nr) drrs ofrhe aonrlcrsan-dare oi rhe E ilective Date and anntally thereatier I)r(,lecr salings rhar are renfied tiurrng thc coursc oi consrructr,xr lrll be appLcd to the fust veer guarantccd frrojet r ,,'r,ru.
Savingo Summary Table
INSERT SAVINGS SUMMARY TABLE
Ifrheannuel \l&\ Report dcntrnstrlte,i th.tthe protccr rvill achroe one hunclrcd perccor (lrlo' ) ormorcr)irhe protect slrrrngs necdcd ti)r the rear. rher CLmarec II(- shall har.e setist-red rrs entrg! pertormanct quarantee ol)Lsa[()n and rhr Itrrchaset shall accepr rhe ennual {&\' Rcpon.
In the er-eot thet an annud M&\' Repott sayrngs value (ncluding anr excess. unapphcd selrngs t'n:m prer.r.us r carsl does nr)t mect tlrc Guaranreed Ptojcct Sa,,rngs tequrred ro date in eccordance $rrh rhc \l&\' t)lun. rhcn CLmarcc LLC shall rcp:ur, rephce, or substrrutc rhc EC,\[ thar is oot pcrtorming .t rhe rctlurred ler cl. as idenlfictl rn rhe \[&\' Rcport. and rt (ilmatcc Llf's cxpense. Follosiog correctrtc acrion. (-hmrtcc LI-C shall rr pertorm th. rclcsaflr _\I&\'\i.i)rk tbr rhc aftccred E(i\t(s) and amend ,rr supplemcnt rhc Nl&\' Rcp<;rr. li thc sum oi the E(llls Lndrcares rhar rhr (;uaranrecd I)rolect Savings arc met or excccdcd, theo no iurther rcmcdl shrll bc rcqurrcd Ii atter the ()PP(,rtunity to m:rkc correcdoos. rhc \l&\' Rcport, as amendcd. rrrdrcutcs rhrr vcfltied savrocs are less rhan rhe Guaraolccd I'rolect Savings rcguted at rhat pornt of rhc eunranree, rhcn (ilimarec l.l.(- shall pal thc I)urchascr rhe shorrtall amount Ho*'ercr, uodcr no <iro.rmsr.rnccs srll thc am()uor(s) pard lirr the toral o[ rhc energv savlngs shorttills cxceed the Instrrllaoon .\grccntcois contracr arnounr.
'l'hc Putchaser agrees thar Pft)lect snuflgs, rvhrch erceed rhc ruaranreed .rmount reqlured rn ,ln! onc (l) rcar. mar I appired ro tuttrrc rear's savrngs ro oitier an cncrgl salmgs shorttall The sivrogs guaranrcc,,vrll remarn rn citicr tor rhc rcrm of rhis \gr.(mcnt.
'l hc Uulin Rasclinc Summan. as shor,,'n rn \ttachmenr B, mal lle modrticrl ovtr rhe coursc <,f the Cuaranrcc Penod r<r adlust f'or changts in utilin rarcs. number of dals rn utilin l;illiog clcle. scluare loorage, enrrgr usrng cquipmcot. buildlrg occupanc! and \eather.-Ihr\ (iuaranreed l'r<1ecr Salings rs sublecr ro rhc Purchaser's adhcrcncc to rhc Standards of ( )pcration tor l.rghtrng and tl\ \t, srsrcms. rs d<rcumcntcrl rn.\tt.rclurcnr (- oitlls \grecmcnt A Bosch Company
)t&\' .\grccmcnr - .\r n
f cuurrec I'age 2 of 12
N[&\' of energl savrngs is a methodologv based oo standard industs' protocol inteoded to provrde reasonable assurance that energv savings calculated are realized over the term of the -\greement.
The development of the II&\' Plan rs based on the IPIIVP-2022 (lnternational Performance trleasurement aod \-eriflcation Protocol) and the application ofsound engineering and business guidelines to the overall need for yeificxuon of energr_ sartgs for each EC,\I. 'Ihis plan contarns methodology rhar shall cost effectivelv provide assurance of eqlupment savings r h-rough shorr term or spor measuremenrs. en$neenng calculauons ;nd,or direcr uuhn brlling comparisons. The necessan- compooents to a u,ell established trI&\'Plan are:
! Specific identihcation ofeach ECNI and proposed I[ & \- reporung requirements tot overall saviogs- ) Participation of all panies and anv necessarr- coordinatiofl with irlcpendenr revierl'.
Nlerhods of trI&\' van in accordance with the npe of project, level of ascutaoce of savings, cost, aod availabilin of data, tinancing constraints, and energl'costs- The methods selected must bc cct cffecuve gi.r.en rhe inaocial sar.ings ro the Puchaset. The methods used tbr the EC\Is detaited herein were s.hct d to Eioimize It&\' cost while still proridrng a reasonable assurance of the savings calculations.
The IPMYP-2022 guideline provides the followiog optiooe related to methodologr for M&V:
Option A Paruall\' \leasured Rerro6t Isolation. ()ption I uses a combinadon of stipulatcd end/or measured factors to calculate baseline usage aod sa1.iflgs associated with rhe ECI!!. Spot or short term measuredlaat would be used for thc measured rzlues- Supulated values are supported bI Pu-rchaser ioput, histodcal data, or manufactuner data. )> Baselrrre and savings calculatioos te provided throlgh cogineering calculadons, cohponent or svstem models.
F Depending on number ofpoints mcasurd Option -\ providcs the least cost alterflative to II&\'.
Option B - RetroEr Isolatroo. Oprion B prorides fo. measurenEot to provide &te for assessiog values or variables. Spot ot short term meesuremeflt, akca at 6e compooent aod/or srstso lcvel are takco w'hen variations in facrors can be accounted lor or elimioated- Cortinuous casuremeflt at the cmpoflent aad/or srstem lei'el can also be used to account lor the variations in factorc over time.
) BaseLne and savirgs calculati@s are provrded through engrneering calculations, component or srstem modeis. Cost is rzriable depcodiog oo the poin6 tneasured, and the lerrn of the measurcment process used. Option B providcs r befter scca.do for ECNG where a small number of factors can be accurateh trasur€d wid a neasurement pEa,
Option C - \\hole Burldrng. Opion C involves rhe use of utilio' meterc or whole building sub metenng to assess the energl perfooance of the entie btnilding. -\ftcr aa EC\t is implemented the billing dara is assessed in accordance *ith an approved plan to &termine acrual ECM sarrngs.
) Bascline is established ttrtugh utilin'data and engineedng/regressioo analvsis.
F Engrneetiog calculauoos ot modeling ioitialll ptovides estirnated EC\l savings. ) -\ctual ECtrI mvings r€ based on lhe utilitr or metered data. Savings must be adjusted for changes in building operatioo eod vlriables assumed in the engineering calculations or modeliog (such as \r'eather, occupancv, etc.)-
) Cost of this approach is variable based on the avarlabdrtv of utilin data, sub metered data, and overall savings guarantee. lf the metered data is used for a savings guarantee, all rariables related to building performaflce must be measured and adjusted, usuallr on an annual basis. ()ption C usuallv requtes a substantral amounr of time aod effort to estabhsh the baseline, provide adjustments and track the savings.
Option D Cahbrated computer simulation. ()ption D uses computer modeling techniques to ptovide an engrneering model of component and/or svstem performance. The inputs to the computer simulauon mav be made bv engineering estimates, short or long term measulements, and utilin or other metered data. ()nce the model is properll' calibrated it rs used tor the esrablishment of the baseline and savings bv changing appropnate inputs. )( clruarec
A Bosch Cornpany
Il&\' .\grecmcnt -.\tt ,\
l'age I of l2
IVIEAST]REMENT AND VERIFICATION METHODS
) Baseline is established through a calibration prccess for the computff modeling. -\ppropriare measurements and inputs are reflected agarnst regtessioo analvsis for the metered data. ) Once the model is calibrated and the baseline established inputs are varied for the proposed ECII to establish savings.
D -\crual ECNI savinp are stipulated based on the computer model. There mat be follolr up calibration of the model with the ECNI in place to affirm the ovetall building simulation model.
D Cost of thrs method vades based on the complexitv and accuracv of model desired, availabilin- of data aod overall measurement required.
\
)(cuurrec iU&\' :\greemcnt -.\tt A
Pagc ,1 of 12
A Bosch Company
For the ECNI's covered under this lI&\' Plan, the Table ofSelected I{&\'Options (Iable 1.1) sr.rnmaizes the proposed IPMYP Options selected:
TABLE 1.1
INSERT TABLE HERE
s'Sntuliftd
The parrrcular option selected tor each ECtr[ nas based on a number of related issues rncludiog: EC-\I cost, EC,\l salings, cost of \ I&\' and the abihn ro accurarelv dctctmrne u.hole building opctatroas. _ saliogs values are strpulared and agreed ro br- rhe Purchaser and are mer upon the completed lflsrallarion of rhcse recro['it proyect:. 'l he baseLne and thc posr installatlon energr- use depend on various svstem arld exremal factors. such as energr_ demand, operating hours, $'eather conditrons, motor loadiag. energ\_ rares, and occupancr'. Der.elopmenr of the baseline. post EC\I consumptron, cost avoidances and simple pavback tor each ECM cor-eted bv this ]I&\- Plan includes:
) Supulatcd |alues - These values are rmportant in the orcrall calculatioos tor encrgn consumpuon. financial calclrlations, and opctating conditions. Chmarec I-I-C rnd Purcheser have agreed ro thcse lalues tor purposcs "f esrab[ishing saviogs. ) Devclopcd/\leasured \-alues - Thesc arc rhe r',Jres derermioed br spc,t or shorr term measuremenr. \-alues are dctcrmined based on a sound enginecnng approach to variable determrnarion. Both values used for baseline consumption and values to be measured/dctcrmrned as pnrts oIthe post EC]I rmplementation are deta ed. ) \ssumptrons - Some ralucs that ate assumed in ordcr to calculate energr use arc necessaf in ccrtaro circumstances.
) Calculatrons - Thc nccessan' calcr.rlations for basclioe energr- and dernaod usage, the calculation oi the energl and demand components uth implemcntation ol the ECll, the calculation of costs, and annual sar-iogs are the primary tool for assessiog the esrimated and actual saviogs of any EC\t. } lnstrumentarion - The t\ pe rnd specificahons, if applicable, frrr anv instrumcntatiofl used tor delclope d7/me asued values is provided to cosure alpropriare meters and measurement eqlupmcnt is used tor specrfled applications.
) Pre Reuo[t ][easurements - Each ECtrI mal hale a sectioo detlling the mcasuremcnts required prior ro thc reEo6t. Thes€ &easurcmedts are used ro esnblish rhc beselinc or adiustmcnts required to esrablish an accurate baselinc.
> Post-Retrofit \teasuremeats - EachEC,\[ mal have a sectioo lhat dctrd\ the mea\urement\ requred ri:ol afrer the retrofir is cornpleted. This scction is utilzed to detarl rhe npe of mcasuremeflts required for velficatron oi rhc enerSy "ating. calculauons.
> \diustments - Each EC\l may have a sectron tor adjusrments. This scction includes possible adlusrments to rhe rctual Energl- -\Lrdit Repott aod coert\- rntirrmatron, appropnare adjustments ro the \[&\' Plan, and adjustmenrs ro aoy savings guarantcc Tlus sectron is urilized to aflticipare chaoges necessan duc to ilcld conditions and provide an al4rropriate responsc io rhc lcriicatiofl ofacru:rl cnergv aod cost avoidances. )> Comnussiooing Each ECtr{ mal have a section rcgardmg thc comrnissiorung process. This prorrdes the detail for horv thc savrngs uill be veritied upoo project completron. and the t\pe ofmspection that s'ill be completed, and the lllLng method br venEcd savrngs. This section is utrlized to provrde a standard approach ior each ECll upon proje* complerion.
Clmatec LLC till tollorv rhe agreed upon II&\' prorocols for the measutcment period and r,.ill prepare posr installatron reports o'ith supporring documeotatron for the Purchaser. The cc,st ot \l&\' is included in rhe project cash tlorv )f cuurrec
A Bosch Company
U&\' .\greemenr - ,\tt \
l'agc 5 of 12
SELECTED MEASUREMENT AND VERIFICATION OPTIONS
SPECIFIC MEASUREMENT AND VERIFICATION PI.AN
.OPTION A"
FOR LIGHTING SYSTEM UPGRADES
Introduction
'l h-rs \t&\'PIan is spccific to all lighting retrot-irs and occupancv sensor rnstailations. The srres receivrng these upgraclcs arc lstcd rn the Tablc oi Rccommended \leasures located at rhe beginninq of this .\ttachmenr.
M&V Protocol
for rhis EC\I, IPf[? Protocol ()ptron -\ shall be utihzed. This optioo provides tor rhe measuremenr of ar ]east one lanabie pre and post-rerro6t rvirh orher vanables allorved tbr stpulatron. For this rerrohr, a represefltariye sample of each of the Exture n pes s,Jl Le measurcd. The same sampie trll bc used tbr both pre ard posr retrc,tlt calculations \\'attage shall be measured urth an apptopriatc insrument thet is properll calibrated.
Ught t-evels
-\ represenrative sample of rhe lighr levels shall be measured. \\here tooms havc sin-ular or rdentical l-rghting design, it is nor requred rhar each room be measured. Lrght ler.els shall be measured bt an appropriate instrument thxt is properlr calbrarcd. Lrght lewcl mcasuremcnts apph to borh pre- aod post retrot-it areas and shall be recorded at the rvork surtace. \\here rooms do not har.e a specilic rvork surtice (such as gymnasrums) hght levels shall be measured ar the floor.
Documentation
\ll areas measured shall be documenred. The data shall indicate ateas that do rrot meet IESNA srandard light level recluiremcnrs. -\ll insrumentation uscd shall be deadv documenred.
Stipulated Values
( )peraring hours are sripulated tbr pLrrposes of \I&V. Pleas. see,\ttachment C, I-ighting Srandards of ()peration tor a complete hsr of lighring hours ofop€rariofl. Sripulated rzlucs arc agreed to br the Purchaser.
Savings Calculations
The calculatioos tor the lxselinc encrg\ corrsumprion afld post-retroEt sa1_ings providc thc basis fbr thc or_crall Enancral tiabJrn oi rhis EC\L
k\I/h and/or kW Savinge
The elcctrical consumprion reduction ofa panictrlar lightiog EC\l is derermined bv companns thc pre andpost coodinons apphed to the hours agteed upon in the Sandards o[ ( )peraruon. {[(Eristing u.arts/trxture) x (exrsung quaoun) x (exrsting hours ofopcr.rtron)] - [(proposed q.'1rrts/[xrurc) x G,roposed quairnB) x (proposed hours ofoperation)] ,/ 101)t) = k\\-[r savrngs Dollar Savio.c6
,\fter calculaung the k\\h saved tlLe specific facJrn's averagc cosr per lllorvatr hour shall bc uscd to dctcrmrnc doilat savings.
(k\\'h saved) x (average kWh ratc) = $ k\\'h saved
($ k\\'h sared) = rhe toraldollars saved
ODerarional Savines
'lhe l)urchaser urll reaiize maintenxflce and operatloral satings resulting liom the nerv hghttrg srstem insrallarions, ertended Narranties, and//or senice agreements providcd bl Climatec t-I,C.'l1re operatronal savings are supulared and met upofl rhe completed installatioo of thc Installation \greement.
Adiustments
lor thrs I-Cll rhe t-ollou'ing adjustments are dlou,'ed k r purposes of \I&\':
) Lighr lelel reclutemenrs mar be modified as dctatled in thrs plan. \l&\'.\gr.rm..r .\ft.\
l'agc (r of 12
A Eosch Company
{cuurrec
) Changes in actual construction including flumbe! and/or ti'pe of flxtures. -{ll changes shall be clearl,v documented and provided to the Purchaser's representative. > Udlin- r'ates, billing days or degee-da,vs.
Commissionirrg
Commissioning shall consist of inspections and a 6nal savings verifrcation report. Inspectioas shall consist oi ) During the constructioo phase ofthe project, Climatec LLC shall keep a detailed record ofthe quaotitv and opes of fi-xtures tetrofrned and 6xtures installed in each building. -{ post coostruction inspection is required by the responsible Nf&\' parn.
) -\fter hghting modifications have been made, the installauons shall fi-tture code.
to vefl6' the rerro[it counts bv
D Post-reuofit lighting levels shall be measured to veifi' rhe contract standards. |f cuu.arec
U&\' \grccmrnt - ,\tt .\
l'age 7 of 12
A Bosch Company
SPECIFIC MEASUREMENT AND VERIFICATION PLAN
"OPTIONA"
FOR HVAC SYSTEMS INSTALLATION
Introduction
This NI&V Plan is specific to the installation of new high efficiencv HV,\C umts at the sites listed rn t]re Table of Recommended Nleasutes located at the begrnning of this -\ttachmeot.
M&V Ptotocol
For this ECtrI, IP.\{\'P Protocol -
()ption ,\ shall be utilized. Thrs option shall proride for the measurement of at least one rariable pre aod post retro6t with other variables alloved for supulauon. this retrofit, field &ta shall be collected which for each exrsting [I\'-lC svstem. includes, unit counts, unit tonnage, nameplate horsepower aod Stipulated Yalues
Hours ofopetatioo, heaung/cooJing loads and runtime hours of slstems are stipulated for purposes of ll & \'. Please rettr to.lrtachmentC. H\'-\C Standards of for specific operating hours and runrirne hours for each II\'-\C unir or area. Strpulated agreed to Calculations
The calculations for the baseline enetgl consumption
,)( cuurrec
proride for rhe orerall financial
iU&\' '\grecment - ,\tt -\
l'age 8 of 12
viabJrn of rhese ECII's- Thc follorving equrtions
Electric (kwh) Savings
-Ihe electncal us.rge reductron of bl equation:
((Size of Existing HYI\C Unit) x P actor) - (Size of \e* Cooling Unit) x (Llnit Effrciencv) r (Stipulated L<-,ad k\\h Savings
Dollar Savings
specrfic shall be used to dctermine
dollar savmgs.
ft\\'h saved) x sar-ed
(S
operauooal savrngs resultrng from rhe new sr-stem installaloos, ptovided bl Climatec LLC. lhe operational savings are
tion of the Installation -\greemeflt.
Pre-Retrofit
\ooe requLed fot tlus
Post-Retrofit
Nooe requted for tlus ECI\L
Adiustments
Nooe tequired for this ECIL
Commissioning
Commissioniog shall coosist of inspecuons, and a final commissioning report. The inspections and report shall consrsr oE
) Commissioning of the newlv installed tI\'.\C equipmeot shall include veriEcation that each new unit is operaung, as specified, in all modes ftteat/cool).
s l
mct uPon
A Bosch Company
FIC M ERIFI TI
FOR HVAC CONTROLS UPGRADE
Introduction
This \t&\'Plan is specitrc ro thc Energl \Ianagement Slstem ("EltS") upgrades ar the sites listed io rhe 'I able oi Recommcnded \lcasures located ar the begroning of t}rrs -\rrachmenr.
M&V Ptotocol
For this F-(l-\I, IP\IVP Ptotocol ()prion -\ shall be uulzed. This oprion shail pro.'ide t:or the measuremeor oiar leasr one variable pre and post retrofrt uirh other rarlrbles allou,'ed lbr stipulatron. The cooling aod heatng setpoints durng occupicd and unoccupred modes of the H\'-\(- equipmcnr u,rll be verified ad documenred. For tlus rerrofir. held data shall be collecred which ncludes, unt couots, unit tonnage, nameplate horsepower, efticicncl radng, operarLng schedules, cooling and heatrng tempcraturc setpoints for each H\'-\C svsrem.
Stipulated Values
IIours ofoperation and heanng/cooling load tactors are strpulated for purposes ofM&\-. Please refir b rhe \rtachmcnt C, H\--\C Standards of ( )perxtrons for specitic exisnng aod proposcd operatrng hours for each II\'\C urut or area.
Strpulated values are agreed ro bv Purchaser.
Calculations
The calculadons ior rhe basclnc energr consunption afld post retrofir saviogs prolide rhc lxsrs fot the overall iinaocral viabihn of thcse E(llt\. Post retrotit operatiog schedules and trend reporrs will be used to terifr rhe rnpurs such as operating hours, coolingThearing tcmpciatuie *lpoints rhat are used ia the calculatrons ro validarc the salrngs. The fbllorrng ecluatrons summarize rhe calculauon of savings:
Eleclric Ikwh) Savinps
'Ihc elcctncal usage eductioo of thrs EC\l is derermrned by appll iog thc stipulat.d rufltirne reducrion to thc calculatcd energy- usage of rhe IIVAC urur.
(Size oiI I\'\C unit) x (Urur eiticicacr) x (Stipulated load fraoor) x (Extring annual operating hours - Proposed annual operating hours) = k11'6 ."*tt
Natu(.l Ga6 (Therms) S.yiqgs
TLe rntural gas usage rcductioa of rlLrs EC\t is determined bl applviog rhe stipulated runtime reductron ro rhe calculared enetgr usage of rhe FIVAC umt.
(Size ofHcatrng urut) x (Jnit eftrciency) x (Stipulated load lactor) x @xisting annual opcraong hours - Proposed "nnualopcraung h.ur., - Therm satings
Dollar Savings
-\frer calculating the k\\h saved and thc Thcrms saved, thc spccitic facrltl's average cost per krlowatt-hour and the ar-cragc cost pet'Iherm ofoarural gas shall be used to determine dollar savings. (k\\'h saved) x (average kVh etc) = $ k\\'h saved
(l hcrms saled) x (average Therm rate) - $ Thcrms savcd ($ k\\'h sared) + ($ Therms savcd) = Total dollars sawed Ooerationat Savinss
The Purchaser rvill reaLizc mainteoance and operarional salings resulting trom the nerv slsrem rnstallations. extended uarranties, and/or sen'ice agrccm€flts proridcd br Climatec l,LC. Thc opctatronal sarings are sripulated and met upon thc completed iflstallanon of rhe lnstallaron -\greement.
Pre-Retrofi t Measurements
Exrsting operating hours and coohng/heating tcmpcrature setpoiats tor each H\',\C umt or area will be obrained ftom currcnt thcrmosrars./ll\[S.
A Bosch Company
tl&\' {gcmenr \tt \
)(clruarec Pegc 9 of 12
Post-Retrofi t Measutements
Post retro6t operating schedules, cooling and heatrng temperature setpoints in both occupied and unoccupied modes for the H\'-\C equipmeot will be obtained using the new controls svstem.
Adiustnents
For this ECNI the following adiustments are allowed for putposes of NI&\':
P -\ddition or subtraction to the cooditioned square footage of faciliries. ); Utiliw tates, billing davs ot degree-davs.
D Equipment changes.
D Iocrease ot dectease in facilitr usage as associated with dailv Commissioning
Commissioning shall consist of inspections, and a Enal
oi
inspecuons and report shall coosist
E Commissiorung of the newlv installed E\IS rhar schedules, coc,ling and heatrng temperarure set points and the control
specihed.
for the H\'-\C have been ptogrammed as
and special events.
)( cuurrec
M&\' \rcement - nft -{
Pagc 10 of 12
A Bosch Company
qDIi.IEI' NIEASUREMFI\I'T ANII) \/E P IF ICATIr)NP *OPTION A" FOR SOI.AR PHOTOVOLTAIC INSTALI-ATION
Inttoduction
This \t&\' Plan is specific to the solar photovolurc ("P\-") insrallarions at the srtes listed in the 'l able o[ Recommended trlcasures located ar rhe beginning of this .\nachment.
M&V Protocol
Iror thls E(lfI, IP\I\-P Prorocol -
(.)ption.\ shxll be utrlzed. This option shall provrde tor thc mcasurement ofat least onc variable pre and posr retrofit wirh other ve ables allorved tor stipuladoo. For tlus insrallarion, rhc kilo\at hour (k\\'h) productron from rhe solat P| s1-srems shall be measured and recorded.
Stipulated Values
The solar panel dcgradarion tactor (0.25o o), and utilin- escalation ratc (S%,/r'ear) arc supulated fbr thc purposes of -\l&\'.
Sripulated valucs are agreed to b,, Purchaser.
Calculations
The calculatrons tirr the baseLine energr- consumplon and post installatron savings pror-rde the basis tbr the or-erall t'rnancial vubihw of these L.C.\l's. The tbllowrng equations summarize tlle calculatron of savrngs Electricitv Producrion
Electricin productron ofthe P| slstcm is determrned bt tecotdiog the kilorvat-hours ft\\}) ofT the net elecrnc meter./l)ara -\cquisiti.Jfl S\-stcm (D-\9 and recordrng the results.
Dollar Saviogs
-\fler recor&ng the k\\'h gencrated from the PY svsrem, the specihc facilityt ar-erage cost per k\Yh shall bc uscd ro derermrne dcrl1ar savings.
(.\nnual k\\'h production) r (\veage $/k\\'h) = Annual S k\\'h Saved (-\nnurl 5 k\\h Sared) = Toral Dollars Saved
Maintenance of System
Calcrrlatioa ofeoetgl_ cosr saving f;om the soht PV slstems are contmgenr upon the Purchaser maintaimng an ectwe operauoos and rDarotenance (()&10 contmct fo! rhe rerm of thc solar lease agreemenr.
Pte-Retrofit Measurements
Eristrng urilin electocal cnergr (k\\h) consumption as shovn in .\rtachment B - Baseline Summan'.
Post-RetroFrt Measurements
Elcctrical energn ft\\'h) ptoduced tiom the solar P\- ststems tecorded irom rhe net electrical meter,/D-\S.
Adiustments
For rlus EC-\I rhe t'ollorving adjusmrnts are allorved tot purposes oi It&\-:
) -\ddiuon or subrractiofl to the square lootage oi facihties. ). Udin rates, billing davs or degree'da\ s.
L \ddtroo or subtraclon ofelectrical load at thc facJrtres. i \nv srructural tailure rn a building supportlng the P\-s\'srem. i L'nexpected rvcather condrtions falling outside of the normal rveather tor the locanon. i I-egislative, admirustratir-e or exccuure action, regularion, ordcr or reguisitron of anv tideral. sratc or local goyemmeot. local utilitr or public utilities commrssion. )f cuu^nrec U&\' .\grccmcnt - \ft .\
l'age ll of 12
A gosch Company
) There is an event ofF'orce Nlajeure or chaoges in the conditions at or neat anv ofthe sites, which causes additional shading, soiling, or othew.ise reduced performance of the solat PV svstems.
Commissioning
Commissioniog shall consist of inspections, and a 6nal commissioning report. The inspecuons and report shall coosisr of:
) Commissioniog of the new solar PV svstem shall include securing the Utiliw lnterconnect -\greemeat lrith -,
proper aligffnent of the solat paoels and functional testing )( clrurrec
l Bosch Company
\l&\ \greement .\rr.\
I'agc l2 of 12
Attachment ((8"
Utility Baseline Summary
J(cuurrsc NI&\' Agrccmcnt - .\n B
A Bosch Company
cJl
trl
0Jl .il 6l
rts
c,,l
r!l
o
IrJk=Jo*d
Attachment ('C"
Standards of Operation for HYAC & Lighting
U&\' .\grccmcnt -.\rr (:
Jf cuuarrc Pagc 1of 4
A Bosch Comoar\
S'I'ANDARDS OF OPERATION
'lhe hours ofoperation for the Purchaser's Fl\'.\C aad lighong srstems, located oo rhe following pages, were used to calculatc the energl savings ttt this -\greemenr aod will be lrsed in all lI&\' calcularioos. )f cuurrsc \l&\' ;\grc.ement - .\tt o
Pagc 2 of 4
HVAC Standards of Operation
INSERT TABLE HERE
iU&\' Agreement - .\tt C
Pagc 3 of f cuurrec '1
Lighting Standards of Operation
Insen Table Here
\l&\ \grecmor - .\n C
f Irag(-1of+ cr-ru.lrec
PRICING PROPOSAL
RFP # 2025-10
lnfrastructure Modernization & Utility Savings Program
Pursuant to and in compliance with the Request for Proposals and all other documents relating thereto, the undersigned respondent, having familiarized itself with the terms and conditions of the proposal documenls and the Cily's objectives, 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: Climatec, LLC
I NVESTMENT GRADE AUDIT (IGA):
Does the respondent require an IGA agreement be entered into before a scope of work, price and savings can be finalized?
Eves Mruo
lf an IGA agreement is required, does it include exit fees and/or penalties if the City chooses not to implement the IGA findings?
YES Eruo M r,ue
What is the respondent's price for completing an IGA?
000 square foot
IMPLEMENTATION:
Vvhat is the respondent's profit fee for program implementation? Proflt % 5
8 ACKNOWLEDGEMENT FORM
RFP #2025-10
lnfrastructure Modernization & Utility Savings Program
Pursuant to and in compliance with your Request for Proposals and all other documents relating thereto, the undersigned respondent, having familiarized itself with the terms and conditions of the proposal documents and the City's obiectives, 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 Responden1. Climatec. LLC
The respondent acknowledges receipt of the issued amendments to RFP 2O2S-10.
Amendment
Number N/A lnitial Here
SS Date
9 ACKNOWLEDGEMENT OF AMENDMENTS:
APPENDIX
SAI\X PLE I\4&V REPORTS
To further demonstrate how annual savings are verified and communicated to our customers, we have inc[uded actua[ measurement and verification (N/&V) reports for the City of Ontario and Catexico USD. These exampLes iLtustrate our approach to annuaI re port inB and performance vatidation
E
I
f cuuanec
CITY OF IMPERIAL
A Bosch Company
;T: &
H a"' i
.{t |l r) t--,:
.:, .. .. t
"tr:
'..fi
,T CL!MATEC
A Bosch Company
CIW OF
ONTAR!O
ANNUAL
MEASU REM ENT & VERIFICATION
REPORT
CoNsrRUcnoN YEAR:
iANUARY 2023- DEceiaeen 2023
PREPARED:
MARCH 2024
Copyright @ 2024 Climotec LLC
TABLE OF CONTENTS
1 2
3 5
6 7
8 9
CoNSTRUCTIoN YEAR 2023 SAVINGS
USAGE & Cosr HrsToRY ......
NATURAL GAs PRoF rL E.................
UTILITY EXPENDITURE PROFILE
BASEtINE AD]USTMENT SUMMARY
MEASUREMENT & VERIFICATION BOUNDARY
MEIER DETAIL REPORTS 20
FACTUTY OPERATToNS 95
Execurtve Sur'a,venv
PRoJECT SPECrflcs
ln July 2020. the Cily of Ontorio porlnered with Climoiec to deliver on infrostruclure modernizotion & susfoinobility progrom. Over the period of Jonuory 202i - December 2023, the following energy infroslruclure improvements were instolled:
r Building LED Lighling Syslem Modernizotions
. Slreel Lighting LED Lighting Syslem Modernizotions
. High Efficiency Heoting & Cooling (HVAC) unil replocements . New Building Aulomolion System (HVAC controls)
. Solor Thermol Pool Heoting
. Solor PV System lnstollotion
. Boltery Energy Storoge Syslem
ln occordonce with the ongoing Meosurement & Verificolion {M&V} Agreement ond ogreedupon M&V Plon for eoch inlrostruclure improvemenl meosure, Climotec hos prepored on Annuol M&V Report lo review the ochieved sovings of the implemenled progrom. For this progrom, the pre-retrofil yeor ol comporison wos esloblished lo be July 2018- June 2019 bosed on lhe iniliol ossessment of the project. Ihe enclosed report contoins detoiled performonce results from lhe 2023 conslruction yeor.
REPoRT SYNoPsrs
lndustry besl proctices for determining sovings hove been developed by lhe U.S. Deportment of Energy ond documenied in severol guidelines, nomely the lnlernotionol Performonce Meosurement ond Verificotion Protocol {IPMVP). When projecting ond proving energy ond operolionol sovings, Climotec follows industry stondord prolocols for M&V os oullined in the U.S.
Deportment of Energy's Efficiency Voluotion Orgonizotion IPMVP Core Concepts, EVO 10000- 1:2022. Ihe key principols emphosized by the IPMVP in the M&V process ond reporting ore occurocy, compleleness, conservoliveness, consislency. relevonce. ond tronsporency.
Energy, woter or demond sovings connot be directly meosured, becouse sovings represent the obsence of consumplion or demond. lnsleod, sovings ore delermined by comporing meosured consumplion or demond before ond ofter implementolion of o progrom, moking suitoble odjuslmenls for chonges in conditions.
The comporison of before ond ofler energy consumplion or demond is mode on o consislent bosis, using the following generol M&V equolion:
Savings = (Pre-Retrofit Energy ! Boseline Ad.justments) - Reporting Period Energy A Meosurement & Verificotion (M&V) plon wos developed, bosed on the IPMVP, evoluoling costeffecliveness ond required informolion to verify the performonce of eoch lnfrostructure improvemenl. This plon, outlined in the M&V Agreement, defines lhe methodology to provide reosonoble ossuronce of sovings through short lerm or spol meosurements, engineering colculolions ond/or direcl utility billing comporisons. This M&V report documents the implementotion of lhe M&V plon in the reporling period ond the colculoted sovings lhot were ollributed to the progrom. ln this report, the following unils ore used to meosure the sovings for electric, noturol gos ond woter usoge.
Eleclric kW (kilowott) & kwh (kilowott-hour)
Noturol Gos lherms (equivolent lo 100 cubic feet Nolurol Gos) woler
)( cuuarec City of Onlorio
M&V Reporl
I lP r.r-. A Bosch Company
kcol (kilogollons)
CoNsrnucrroN Yenn 2023 SnvrNcs
The onnuol sovings ochieved ore summorized below in Toble 1. Figure I illuslrotes lhe moving onnuol totol utility expenditure of oll lhe focililies impocted by the projecl. Finonciol sovings con be seen os lhe difference between lhe two lines which represent the octuol expenditure ond whot would hove been spenl hod the projec't nol been performed. rJb e l: Ccn!1r,.rcl;o. Yeor 2023 Sav ngs Suc'rrrory
Demond
Sovings
Billed kw
Energy
Sovings
Renewoble
Production
Gos
Sovingr
cosl
Sla Sovings
kwh kwh lherms
City Holl Complex
Community Cenlers
Convenlion Cenier
Fire Slolions
Porks
Police Deportmenls
Service Cenier Complex
Streellighls
2,062
't,277
t.r60
,130
334
800
654
875,fi7
369,785
I .O95,7 45
1W,767
203,7 46
391.739
243,35r
3.91O,2't7
93l .279
7 4,023 t .190
263
t0,2t5
$272.436
$r02,025
$334,663
$47.663
$39.096
$78.3s7
$7O,699
$7r 8.920
764
$7,000.000
00.000
to Areno
$o
3,202
'Sovings reloled lo renewoble production only include lhe Climolec inslolled PV svilemt 7,627 r8,352
?
o
f
=!
C
o
o
LU
=
E
l
c
c
.n1'
\oo "
:*
$3.000.C/30
c, n
19 .o f ;t) f
oet a
oc I QZ 29 o
\""
.nO
\o" "
\o" "
1b \q
,"4 \o"
City of Onlorio
M&V Report
2 | ? t ,1 -.
..... Without Project
-
City of Ontorio Actuol
Figure I: Annuoi totql utilily expendilure trend with proiecl v!. wiihoui the proieci f clrulrec
9,9 \9 8.201,936 74.O23 20.055 1 ,982,210
A Bosch Company
.r$
Tolols:
USAGE & COST HISTORY
Toble 2 below summorizes the City's utilily boseline ond conslruction utility usoge for lhe meters impocted by the projecl.
Toble 2: Construction Yeor 2023 U tility Summory
Ulility
Demond
Ufliry
L.,soge
Renewoble
Production*
Gos
Usoge
therms
Ulility
Cosl Electric
kwh kwh $
City Holl
City Holl Annex
Oviii Librory
Senior Center
Armsirong CC
De Anzo CC
Dorothy Quesodo CC
Museum Hislory & Art
Velerons Memoriol CC
Wesiwind CC
Convenlion Center
Fire Stolion I
Fire Stotion 2
Fire Stotion 3
Fire Slolion 4
Fire Stotion 5
Fire Stotion 6
Fire Stolion 7
Fire Stoiion 8
Anthony Munoz Pork
Bon View Pork & Poo
Celebrotion Pork
Centennio Pork
Creekside Pork
Cypress Pork
De Anzo Pork
Del Roncho Pork
Homer F. Briggs Pork
Jomes R. Bryoni Pork
Joy Lillleton Boll Pork
.lohn Golvin Pork
Onlorio Soccer Pork
Som Albo Pork
Schimmel Dog Pork
South Bon View Pork
Veterons Memoriol Pork
Vineyord Pork & Poo
Westwind Pork & Pool
Ontorio Po ice Deporlmeni
Uplond Police Deportmenf
Service Center Cucomongo
Service Cen'ter- Moin
Service Cenier- Troining
Service Center- Revenue
LS 2 Street ights
LS-3 Slreetlights
2 746
1 ,527
r,896
413
560
643
453
573
BB
751
) ) .298
520
l5/
368
146
t75
254
238
308
l6
974,846
636,O46
619,642
109,236
r05,632
r 6r.587
I 13,6s5
169,890
25,236
333,689
4,446,038
125,885
48,256
117.724
47 ,470
59,194
7 4,992
68,87 6
9/,794
80.659
38,7 72
3.064
1,211
1 ,532
299
21,276
t.839
43,497
8,7\4
8.375
I I,2I3
105,180
L608
3.282
4,)75
2.320
4,237
3,250
5/0,585
44,O15
/4,852
471,157
58,022
27 5,244
r,388,340
2,699,921
5,333,204
$248,614
$163,852
$177,162
$34, r 68
$41 ,254
$s6,372
$40.066
$5O,675
$6,282
$8r, t l0
$1 .268.7 t3
$38,709
$11,717
$31,266
$1t ,297
$ r 3.809
$22,8s4
$2r.6r8
$27,806
$r 2.543
$7 ,997
$586
$343
$381
$2t3
$3,242
$798
$7 .828
$3,s43
$t,s2s
$r0,065
$ rs,sr 0
$366
92,337
$r,r4
$849
$1.776
$7,s96
$134.243
$12,630
$23,906
$r 43.237
$19.547
$66,247
$342.5r 9
$45r ,3r 6
12 40
60 12
12 6t
t2
4,O9 t
254
281
2,103
278
542
71,O23
6.744
I .488
901.520 I 19,533
4,309
1.500.243
oto Areno 13.553 3r 7.089 1,686,539
City of Ontorio
M&V Report
3 | P,-..r,,r:,
)( clruarec
Tolols 44,834 19,5?9,235 2.475.787 449.t 63 s.s9.140
A Bosch Company
'Renewoble Produclion lncludes energy kom o lcily inslollolions Toble 3 below summorizes the Cily's utility boseline ond construclion ulilily usoge for lhe meters impocted by the project.
Toble 3: Boseline Yeor '18 - 'I I Uiility Summory
Utility
Demond
Util',
Usoge
Renewoble
Produc'tion*
Gos
Usoge
therms
Utility
Cost Eleciric
kwh kwh) $
Cliy Holl
City Holl Annex
Oviit Librory
Senior Center
Armstrong CC
De Anzo CC
Dorolhy Quesodo CC
Museum HisJory & Art
Veterons Memoriol CC
Westwind CC
Convention Cenier
Fire Slotion I
Fire Stotion 2
Fire Stolion 3
Fire Stotion 4
Fire Slolion 5
Fire Slotion 6
Fire Stotion 7
Fire Stotion I
Anlhony Munoz Pork
Bon View Pork & Pool
Celebrolion Pork
Centenniol Pork
Creekside Pork
Cypress Pqrk
De Anzo Pork
Del Roncho Pork
Homer F. Biggs Pork
Jomes R. Bryonl Pork
Joy Litlleton Boll Pork
John Golvin Pork
Ontorio Soccer Pork
Som Albto Pork
Schimmel Dog Pork
Soulh Bon View Pork
Velerons Memoriol Pork
Vineyord Pork & Pool
Westwind Pork & Pool
Ontorio Police Deporimenl
Uplond Police Deporlment
Service Center Cucqmongo
Service Center Moin
Service Cenler Troining
Service Cenler- Revenue
LS 2 Streellighis
LS-3 streetlights
J,J6/
2,03r
2,59 4
682
651
1,173
542
781
IB
1,081
)2,458
585
)79
352
t6t
209
354
349
403
39 t3
10 60
5l
12 89
t3
4,864
285
2.369
274
978
t ,142,569
919,355
) ,047,781
179 ,39 5
122,662
324,294
139,102
r 97,535
33.56 t
458,316
5,51 4,091
r70,8t I
5r.8/8
124,802
50,834
65,812
104,237
117.467
134,687
107,642
45,793
3.15r
2,692
2,O19
302
25.35r
3,O71
59,519
13.825
24.O14
32,9 42
r65,853
3,O32
t5,l r4
t6, t00
2.344
22.442
2,643
914,552
5t,750
9 4,5A4
648,773
6t,0t8
322,255
3,133,447
4,464,631
6,264,4A3
$308,968
$25,r.665
$27 4,9 46
$57.6s3
$5i,2r6
$r 04.347
$48,9s4
$71,625
$8.781
$92.86r
$r,603,376
$48.9r 5
$r3,597
$31,731
$r2,884
$ r 6,s88
$31 ,482
$33.24O
$38,299
$r 7.0e3
$ ll ,553
$640
$s4s
$479
$214
$,t,321
$877
$9,s62
$3,690
$3,813
$r8,6r7
$2.r.38r
$s7 4
$2.624
$3,49r
$9 r9
$5,s43
$8.770
s207,923
$ r 7.308
$26.O41
$r83,,194
$23,446
$90.6s5
$699,s8e
$813, r 66
$2,004,8er
505
7 ,934
I .751
929,212 129,74A
5.069
r,540,38t
Tolols: 54,753 27,8s7,%5 2.169,593 169.218 .291.350
To 1o Areno
A Bosch Company
1 6,7 55 324,7 | 6
City of Ontorio
M&V Repori
4 | P o,t=
'Renewoble Produclion ncludes energy from ollcity nnollolions )$ clruarec
ELECTRIC PnOrIrr
The boseline ond the conslruction electricol peok demond, usoge, ond produclion volues for lhe overoll project ore de'loiled on o monthly bosis below in Toble 4. Additionolly, Figure 2, visuolly disploys o comporison of eleclricol usoge from the boseline period ond the conslruclion period.
Iqble 4: Baseline & Construclion Month Eleciric Hisio
lon-19
Feb-19
Mor-19
Apr-19
Moy-19
Jun-19
JullS
Aug-18
Sep- I I
Oct-18
Nov-18
Dec-18
4.145
4.177
4.322
4,483
4,498
4,428
5.O32
5,355
5,O57
4,446
4,432
4.340
2,284,979
2.127,845
2,174,344
2,148,168
2.153.580
2,\63,271
2.538.838
2.472,611
2.597 .7 52
2,381 .947
2,362.964
2.387.O70
148,188
153,856
231.95s
247 .4?8
27 4,938
259,556
251,691
226,2U
215,150
16?.109
) 44,839
146.576
Jon-23
Feb-23
Mor-23
Apr-23
Moy-23
Jun-23
Jul-23
Aug-23
Sep-23
Ocl23
Nov-23
Dec-23
3,413
3.352
3,582
3,715
3.675
3,412
4.203
4.233
4.333
3,759
3.624
3,533
1 ,577 .409
1 ,451 ,263
1 ,489,517
1.475,331
1,504.659
1,477,?13
1 ,860,1 l8
| ,799 .9 57
i.918,190
1 ,719 ,9 60
1 .668.334
I ,656,584
152,451
t 5t ,409
232,642
254,Ql6
280,278
266.802
238.686
230, t5l
211 .092
165,920
1 42.347
| 49,993
3,000,000
2,500,000
2,000,000
r .500.000
I .000.000
500,000
CLIMATEC
A Bosch Company
e
5=
C
o
o
E
f
c
o
O
=o
o
C) E
Jon Feb Mor Apr Moy Jun Jul Aug Sep Ocl Nov Dec
a Boseline '18 - '19 Eleckic r Boseline ' l8 - 'l 9 Renewobles r Construclion '23 Eleclric E Construclion '23 Renewobles Fig!ra 2: Ba5" ine /t. .,aTrstl,lcilon Elealricit/ -r!'lge City of Ontorio
M&V Report
5 | P,t9e
kw) lkwh) kwh
BiI
Period
Construclion Eleclric Profi le
Energy Ulility Renewoble
Demond Usoge Produclion
(kw (kwh kwh
Bi
Period
Tolols: 54,753 27,&7.365 2.469.593 Totols: M,A34 19,599.235 2,475,747 ,e
Boseline Electric Profile
Energy Ufility Renewoble
Demond Usoge Produclion
D
l
m
, I
Nnrunnl Gns Pnorrlr
The boseline qnd the construclion eleclricol peok demond, usoge, ond production volues for the overoll projecl ore detoiled on o monthly bosis below in Toble 5. Additionolly, Figure 3, visuolly disploys o comporison of electricol usoge from the boseline period ond the construction period.
Jon-19
Feb-19
Morl9
Apr-19
Moy-]9
Jun-19
Jul-18
Aug-18
Sep-18
Oct-l8
Nov-18
Dec-18
60,000
20.000
10,000
CLIMATEC
A Bosch C onr p.) ny
50,7 66
52,805
48,383
38.034
45,556
50,924
29,189
22,822
24,570
33,178
36,709
36,m3
Jon-23 49.072 Feb-23 fi,974 Mor-23 46.503
Apr-23 36,348 Moy-23 43,781
Jun-23 4?,256 Jul23 27.673 Aug-23 21 ,352 Sep-23 23.081 Ocf-23 31 ,671 Nov-23 34.97 5 Dec-23 34,477 @
000
000
30,000
G
E
o
-c
=c
o
E
l
c
o
O
o
o
E
l
o
z
50 40
Ioble 5: Boseline & Construction Monihly Noturol Gos History Figure 3: Boseline vs. Consttuction N(fturol Gos Usoge
Jon Feb Mor Apr Moy Jun Jul Aug Sep Ocl Nov Dec
zBoseline'lI-'l9Gos r Construction '23 Gos
City of Oniorio
M&V Repori
6 | ? ,t,,t.:
Conslruclion Nolurol Gos
Usoge
lherms Bill Period
Tolols: 169.218
)T
Boseline Noturol Gos
Biil Period .ytost. llnermsl
I
Urrrrrv Exprruorrunr PnortLr
The boseline ond the conslruction electricol peok demond, usoge, ond production volues for the overoll project ore detoiled on o monlhly bosis below in Toble 6. Addilionolly, Figure 4, visuolly disploys o comporison of electricol usoge from the boseline period ond the construction period.
Iobie 6: Bose ine & Construciion Monthly Eleclric History Jon-19
Feb-19
Mor-l?
Apr-l I
Moy-19
Jun-19
JullS
Aug-.l8
Sep-18
Oct-18
Nov-18
Dec-18
$467.5s1
$441.030
$442,777
$438. r 70
5446,432
$633.681
$750,856
$7 41 ,867
$7 s8,282
$48€,797
$480, r 54
$77 ,934
$81,063
$7 4,27 5
$s8.388
$69.936
$78,177
$44.8 r 0
$35,036
$37,720
$s0.933
$56,35s
Jon-23
Feb-23
Mor23
Apr-23
Moy-23
Jun-23
Jul-23
Aug-23
Sep-23
Oct23
Nov 23
Dec-z3
$3r8,496
$299,546
$308,785
$307.490
$306,270
$422,345
$534,989
$s38, r 22
$566,866
$350,4s8
$333, r 23
1 ,426 700
lon Feb Mor Apr Moy Jun
z Boseline '18 - '19 Electric
l Conslruclion '23 Electric
$/s,333
$78,2s2
$7r,390
$55,80r
$67 ,211
$7 s,616
$42.483
$32.780
$35.434
$48,620
$s3.6e3
r08 928
Jul Aug Sep Ocl Nov Dec
z Boseline '18 - ' l9 Gos
! Conslruction '23 Gos
City of Onlorio
M&V Report
7 | P ctcl -'
000
000
000
000
$500
$500
$400
$300
o
l
.1f
c
o
o
LU
l
$?00,000
$800,000
$700,000
$r 00,000
$200,000
$0
)$ clruarec
Bosel
Bill Period
line Expendilure
Eleclricol Nolurol
Gos $
Conslruction Expendilure
Electricol Noturol
$ Gos $
Bill Period
To'tols 6.571.O22 720,328 Tolols: $4.619.599 $689,541
A Bosch Company
Figure 4: Bo5e ine vs. Constrlrciion Ulility Expenditure I
-t
,,,4
Bnsilrur ADJUSTMENT Suuuanv
Boseline odjustmenls ore necessory ot times, to normolize the pre-retrofit dolo lo the bosis of conditions of the reporting period. This is done by colculoting the impocl of ony chonges in relevonl foctoE which inlluence the ulility bills oulside of the conservotion meosures under onolysis. All boseline odiuslments ore mode in occordonce with lhe lnternotionol Performonce Meosuremenl ond Verificotion Best Proclices (IPMVP EVO Oclober 2022). ioble i-: Operciionor CcnCit of s r.pcct S,-rn.r ,
Construclion Yeor 2f.23 Therms kW kwh Cost
Gross Annuol Energy VodolionAs metered onnuol voriotion L'iy Roier
-a i t a' _ _':' ;c: r -'"- , a' c'-') ' );;;.
weorher -
hpoct of chonges in locolweolher condilions
Faclli'y A.ec & OccLco.cv
r''rpocl c'cl-o.ges n 'oc y oreo o, Jroge
HVAC Porqmelerslmpoct of chonges in HVAC setlings ond runlimes _ gl'f ing Pc'c"eten
mpo] a' aro.get . gl' i.g ooc cnc rJ.t Tes
Miscelloneous Equipmenl Porometersimpoci ot chonges plug loods v&r'aoto.sA&3-
(78,0Os) 11,2981
98,060 11.217 7.968,505
233,43 r
-$r,545.6r 8
$3,49A.266
$o
$30.s6l
$0
$0
$0
$0
City of Ontorio
M&V Report
8 | P .t,1,.
Scvi. s volioolec usi. iso o'ed :CM ono s
ln Toble 7, o detoiled breokdown hos been provided of the impocl of chonges in operotionol condilions for this onnuol guoronlee period. Eoch line item detoils the utility usoge ond cosl ossocioled wilh lls respective colegory; the totol volue of oll lines odding lo lhe onnuol sovings ottributed lo the progrom for the reporting period. ln Toble 7, posilive volues indicote sovings while negolive volues represent increoses to usoge or cosl. The gross onnuol energy voriolion represenls o direct bilFto-bill difference between lhe pre & post retrofit periods.
For loctors which ore expected to conlinuolly chonge from yeor to yeor, such os lhe utillty roles ond the weother, routine boseline odjusfments ore opplied. The lmpocl of the rouline boseline odjuslmenls over the onolysls yeor ore summorized in the respeclive line ilems ond further detoiled in the Mefer Detoil Reports section of lhe report.
The occuponcy ond HVAC sellings of the focililies musl olso be onolyzed to ensure thol the ony chonges in usoge potterns from the design poromefers ore occounled for. Records ol the HVAC operotlng conditions ond lhe resultont energy impoct over the onolysis yeor ore detoiled in the Building Operotions seclion of the report.
For those energy-governing foctors thot ore not usuolly expecled to chonge (e.9. the focility oreo ond building shell, equipment lood, etc.), lhe ossocioted stotic foclors must be monitored for chonge throughoul the reporting period. Records of ony known chonges lo stotic foctors ond the resultont energy impocl over the onolysis yeor ore detoiled in the Non-Routine Boseline Adjuslmenis section of the report.
ln some coses, o utility meterbosed oudit moy nol be feosible or procticol; in lhis scenorio on ollernotive meihod using engineering colculoiions on on isoloted conservolion meosure moy be employed in order to evoluole the effectiveness of the instollolion. The M&V Oplions A & B line item summorizes the sovings thol were verified with this methodology ond ore detoiled in lhe opplicoble section of lhe report.
.)Tcuuarec
ECM lnslollotionct of ECM inslollolions 20,055 9,919 a,m,g% $1,982,210 Nel im A Bosch Company
,e CLIMATEC
A Bosch Company
MEASUREMENT AND
VERIFICATION REPORT
Calextco USD
YEAR Srx: APR|L 2023 - MARCH 2024
Execurrvr Suvx,lanv:
As a result of this analysis, it can be concluded that the Calexico USD has met its expected savings performance for the sixth year. lt has been verified that significant monthly energy and cost savings have been consistently achieved.
Guarantee Year Six Performarre Summary
Bas€line Post-Retroft Baseline Post-Retrofit
'15-',r6 ',23-',24 ',15-',16 ',23!24
kwh kwh Cost Cost
Total
Cost
Savinqs
Site
Savin
Total
Energy
485,120
936.520
2,530,200
1,116,000
1,600,400
526,7&
547,200
533,360
592,000
583,360
587,920
1,122,990
417,364
711,306
1,7 24,34A
859,415
95 5,637
362,680
420,800
387,360
435,001
419,681
479,650
837,360
$90,843
1176,?s4
$468,929
$200,100
$298,s41
$98,558
$104,3s2
$99,881
$114.163
$111,253
$113,413
!207,719
s78,254
$137,376
$329,607
$157,822
$185,642
$68,369
$83,988
$76,135
$87,710
$82,7%
$94,991
s1u,337
67 ,160
225,214
80s,900
256,585
644,7 63
164,060
126,400
146,000
156,999
163,679
108,270
285,630
$12,s90
$38,878
$139,323
142,278
$112,899
$30,289
$20,364
$23,744
$26,453
$28,4s7
$18,421
$43,382
Totals 11,161,8'10 8,010,5s1 $2,084,105 $1,547,028 3,1s1,260 $537,076 $3.50 :
$3.00 -
$2.s0
$r.s0
$r.00
,, Boseline '15 -'16 r Post-Retrofil '23 - '24
$2 00
F
t
x
o
o
c
o
=
o)
c)
C
1L]
$0 50
$0.00
Drttrici
Crlice
AJroro iS Colexico Ceror De Ar'zo )oo -iS Chovez iS AcoclemyS E.dque JeffeRon (e4.edy Moins:S Rockwocd wiliom Co-oreno ES Gorde.s ES Moreno
iFS iS JHS
-51
)( clruanec
A Bosch Company
CALExrco USD
M&V REPoRI YEAR Srx
co9Ynak (.1 2024 bv cllh.t* LLc
District Office
Aurora HS
Calexico HS
Cesar Chavez ES
De Anza Academy
Dool ES
Enrique Camarena.lHS
.lefferson ES
Kennedy Gardens ES
Mains ES
Rockwood ES
Wlliam Moreno JHS
I
Yrnn S x ENTRGy Snvnos %
Demond. l3%
Consumplion. 2870
Colexico USD vast , z67a
_ _ .- _
Demond, -2%
Williom Moreno JHS
Consumption.25%
Cosl. 2170
Demond. I 6%
Consumption, I 8%
Rockwood ES Cosl, 16%
Moins ES
Kennedy Gordens ES
Jefferson ES
Enrique Comoreno JHS
Dool ES
De Anzo Acodemy
Cesor Chovez ES
Colexico HS
Auroro HS
Dislrict Office
Demond. l3%
Consumption.23%
Cosl 26%
Demond. I l%
Consumption, 27%
Cost, 23%
Demond.2%
Consumption.2T%
Cost. 24%
Demond.4%
Cost
Consumption, 23%
20%
Demond 0%
Consumption, 3I %
Cost. 3l %
Demond. I 7%
nsumption.40%
Cost.38%
Demond. I 2%
Consumption,23%
Cast, 2l%
Demo d 22%
Consumption, 32%
Cost,30%
Demond. I 3%
Consumption. 24%
Demond. l6%
Consumpiion, l4%
Cosl, 14%
-5% O% 570
r Demond
1070 15% 2070 25% 3Mo 35% 407" 45%
r Cost
)e
r Consumption
CL!MATEC
A B,rsch Colripany
Celrxrco USD
M&V REPoRT YEAR Srx
coPY.iahr 1., 2o2a bY crimrt uc
l
2 Baseline Energy Profile
Energy
Bill Period Consumption
..
t*t*
.*Wh) txpense ($)
Post-Retrofit Energy Profi le
Energy
Bill Period consumotion -
Energ'y
-- ("'6-- ExPense ($)
Apr-16 671,170 $129,123
May-16 887,610 $166,813
Jun-16 1,120,060 $209,3M
Jul-15 1,2U,98O $234,088
Aug-15 1,178,280 $214,396
Sep-15 1,637,270 $295,610
Oct-15 1,237,150 $228,735
Nov-15 862,530 $1U,582
Dec-15 555,420 $107,380
Jan-16 510,680 $9,M9
Feb-16 532,400 $103,389
Mar-16 6%,2ffi $131,197 ffi
Co1--xico US
r.800.000
r.600,000
r.400.000 -
r.200,000 .
1.000,000
800.000
500.000 -
400.000
200.000 -
D Electricity Consumption
Sep Oct Nov Dec .Jon Feb Mor
r Posl-Retrofit '23 - '24
Apr-23
May-23
Jun-23
Jul23
Aug-23
Sep-23
Oct-23
Nov-23
Dec-23
)an-24
Feb-24
Mar-24
408,180
618,900
841,990
894,420
1,086,960
1,125,110
807,710
580,250
410,620
359,090
429,891
447,428
$81,776
$120,449
$158,691
$162931
$201,s11
$210,903
$1s4,881
$11s,452
$84,499
$7s,763
$86,1s7
$89,016
-c
=5
C
,9
E
l
C
o
O
=U
'-
o
O) E
0 Apr Moy Jun Jul Aug
z Boseline 'l 5 - 'l 6
Totals 8,010,551 $1,547,028
)fclruarec CALEXTco USD
M&V REPoRI YEAR SIX
cqqtt l.l 2o2r bv clitr'rx uc
A Bosch Com pany
,%,
,%,
%^
k
T
--
t
%
^
w I
3 Cost Savings
Guaranteed Achieved Category
Energy Savings Construction
Energy Savings Year 1
Opera tional Savings Year 1
Energy Savings Year 2
Operational Savings Year 2
Energy Savinqs Yesr -l
Operatronal Savings Year 3
Energy Savings Year 4
Operational Savings Year 4
Energy Sa',ings Year 5
OFieratronal Savrngs Year',.
Sep'17 - Mar'18
Apr 13 - N.4ar 19
Apr'l8 - N,4ar 19
Apr'19 - Mar'20
Apr'19 - Mar'20
Apr 2C l,,1lr 2l
Apr 20 - lvlrr ll
Ap(21 - Mar'22
Apr'z'l - Mar'22
Apr 22 - Mar ll
Apr ?2 Nlar 2l
z,zzi,oqt
2,326,047
2 325 041
2,326,047
2,325,041
794,230
1.011,590
3,613,970
4,424 542
3,488,7N
2 521 409
$o
51t 7,4 34
$ 118,2 41
$137 ,434
$118,241
511r 434
$ 118 241
$137,434
$118,241
s'13 7.4 3 4
5rr6 241
$100,s82
$411,',r80
$llB 241
$4s3,870
$fl8,241
$521 528
$r rE,241
$496,493
$118,241
$385,152
5113.241
Energy Savings Year 6 Apr'23 - Mar'24 2,326,047 3,151,260 $137 ,434 $537,076 Operational Savings Year 6 Apt'23 - Mar'24 $118.241 $118,241 Gross Annual Energy Variation- As metered annual variation -: t? l3!:s rpac: ci :.ra.;e; ^ !: tl/ cr a,ng :a, i:!
Weather - lmpact of changes in local weather conditions t.:c !;,t'93&Sne -a3a:ifc.a^ges .af.d'crea:l-a'e'oo:aqe HVAC Parameters lmpact of chaoges in HVAC settings and runtimes L gh:.q )arameters -cac:c'.harges . qnt ng lcac ard r.int mes Miscellaneous Equipment Parameters- lmpact of changes in lTand plug loads V&'/ .3pt ons A & 3 - Sav ^9s v3 catec J! ^g so atec :CV a.3 ysrs 5,665 3,151,260 -$ 86,154
i62 3 2aa
$0
3l
$0
3C
$0
!a
Operational Conditions lmpact Summary
Year Six kW kwh Cost
ECM lnstallation- Net impad of ECM installations 5,56s 3,1s1,260 $s37,O76 Al. Baseline Adrustmenis are made in accordance to the nternationai Pertormance Veasurerlre.t and Vericalion Protccol ( PMVP EVO 10000-12022) A r sites electic savi.gs are va dated according to IPMVp Op:ron C Other IPMVP protocols n ay be applied as approprale i. ihe flture. )Tclruarec Celrxrco USD
M&V REPoRT YEAR Srx
co9rdrhr {.) mzr bY clidt c uc
A Bosch Com pany
Calexico USD Energy Guarantee History
DateRanse r"',HiJt**n'ff;i::;
4 Measurement and Verifi cation Boundary
Location utili Account # Meter # Iariff
District Office
D str ct Office
District Ofice
A-rora -S
Aurora HS
Arrora eS
Calexico H5
Calexicc -s
Calexico HS
Calexico nS
Calexico H5
Calexico -S
Calexico HS
Calexrco:lS
Calexico HS
Cesa. C.avez ES
De Anza Acaderny
)e Anza Acade-y
De Anza Academy
le Anza Aaade-y
De Anza Academy
tco Es
Dool ES
loo ES
Dool ES
:.r CUe Camaaena iHS
lefferson E5
,efre.5o":S
Jefferson Es
(e.nedr- Garoens ES
Kennedy Gardens ES
Va "s:S
t\rains ES
Va.s:S
tvlains ES
Rockwooc:S
Rockwood ES
Rockwcoc aS
Rockwood ES
W a- \r'o.eno,HS
William Nroreno JHS
AS5D3-253DK5-10196
D;D3DKS'COO96
ID 5Y3DKS 100500
I5YIDKS 10-310
lD-5Y3DKS-100458
) 5Y3DKS 102215
lrD 5Y3DK5r01356
rD 5Y3D<S 01321
AS5Y3,322DK5 10483
AS5Y3 ltSD<S r 0.178
ID-5Y3DKS-101061
AS5YS 323D(S r0484
D-5Y3DKS-102028
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2150 S. TOWNE CENTRE PL. #2OO
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Public Services
11t4t25
IMPERIAL CITY COUNCIL
AGENDA ITEM
Agenda ltem No. D'(
CoUNCIL ACIION X)
PIJBLIC HEARING RF,QI IIRED ()
Rtisot.uTtoN ( )
ORDINANCT] I., READING ()
oRDINANC| 2no READTNG ( )
CITY CLERK'S INITIAI-S ()
0 DATE SUBMI'I-TED
SUBMITTED BY
DATE ACTION REQUIRED
DISCI.JSSION'ACTION:
, Adopt Plans and Specifications and Authorize Public Bidding for the 2025 ' City of lmperial Wastewater Treatment Plant Demolition Project: Bid-2025-19 st,tlj l:cT
DI.PARTVEI'll INVOLvLI): Public Services
BACKCROT]N I)/SI]MMARY:
The City of lmperial wastewater treatment plant underwent major upgrades in 2021 to provide a membrane bioreactor (MBR) activated sludge process. Due to budget constraints at the time, the improvements excluded replacement of the existing influent lift station (headworks). A Preliminary Engineering Report was prepared by WEBB/AQUA, dated July 22,2025.fhe report recommends Option 2, which would allow the city to keep the existing oflice structure in place. This demolition project would prepare the site for the installation of the new headworks. The project also includes the installation of a modular office building for use by staff during the demolition and eventual remodeling of the existing office building.
The project witl bid in accordance with the Public Contract Code (PCC). The project plans and specifications will be on file with the City Clerk at City Hall located at 420 S. lmperial Ave, lmperial, CA 92251.
I- IINANCII
INITIALS
FISCAL IMPACT: NOT TO EXCEED
Funds to cover associated costs will be expended from enterprise funds. Project is in the FY 25-26 Capital lmprovement Plan.
CIP Project No. 849, Wastewater Treatment Plant Demolition, $500,000 D[PT. rNrnALS i
STAI'l' Rl-(I)M\1t,NDA I loN
approve request
MANAGER'S RICOMMI:NDATION l)$"^
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MANACER's
INITIALS
MO I tON
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NAYIiS:
ABSI:NT:
APPROVED 0
l)ISAPPROVI:D o
ALBERT A
OAAUA
TECHNICAL MEMORANDUM
DATE:
SUBJECT:
PROJECT NO.:
TO: David Dale, PE, PLS, Public Services Director, City of lmperial Jenell Guenero, Public Services Manager, City of lmperial Chris Kemp, Chief Wastewater Operator, City of lmperial Justin Logan, PE, Principal, AQUA Engineering
Mitchell Weldon, PE, Project Manager, AQUA Engineering
July 22,2O25
Preliminary Engineering Report - lmperial Vr'WTP lnfluent Pump Station 002857.C
FROM:
This report memorializes existing conditions, design guidelines, potential options, and final recommendation for the City of lmperial (lmperial) Wastewater Treatment Plant (\trWTP) influent pumping facility upgrade. WEBB/AOUA recommends a dry-pit pumping facility utilizing the basement of the existing sludge pumping building. We conclude by presenting implications for construction sequencing and commissioning.
INTRODUCTION
Background
The City of lmperial owns and maintains the lmperial wastewater treatment plant, located at 70'l E 14th St, in the north end of the city along its eastern boundary. The facility discharges under NPDES Permit CAO1 04400.
The plant underwent major upgrades in 2021 to provide a membrane bioreactor (MBR) activated sludge process. Due to budget constraints, 2021 improvements excluded replacemenl of the existrng influent lift station. Figure 1 shows the location of the existing pump station and associated electrical house (e-house) on the wastewater plant site. lmperial is pursuing a new influent pumping facility for several purposes:
. lncrease process hydraulic capacity
. lmprove influent screening to protect influent pumps and downstream equipment . lmprove system redundancy and reliability
. Align with cunent operational requirements
. Provide a low maintenance profile and convenient access for maintenance activities . Minimize, contain, and treat foul air to reduce odors from raw wastewater Report Objectives
This Preliminary Engineer Report (PER) addresses the following obiectives . ldentify key infrastructure constraints
. Outline options for new plant lift station
. Provide cost estimates for Project options
. Outline cntical construction sequencing and commissioning approaches aquaeng.com
533 W 2600 S Slite 275 &('llilt . UT E4010
Phoi.: 801 299 1327 | F.r Eol 299 0153
ASSOCIATES
WEBB
Preliminary Engineering Report - lmperial WWTP lnffuent Pump Station July 22,2025
Figure 1. Existing Pump Station and E-House on Wastewater Plant Site
CURRENT CONDITIONS ANALYSIS
Current Deficiencies
The current influent pump station and downstream headworks have encountered several major concerns:
. The current pump station is the facility's hydraulic bottleneck. . Due to a lack of screening, rags impact influent pumps and have damaged downstream fine screening units. Figure 2 shows damage to the perforated plate underneath one unit's auger.
. Hydrogen sulfide (H2S) release and high chloride levels corrode downstream i nfrastru ctu re .
. Collection system diversion manholes upstream of the existing pump station have deteriorated signifi cantly.
. Access to existing pumps and wetwell is limited by the existing building design.
Design Flows
Equipment will be sized to handle cunent and future flows:
. Currenl Average Day flow:
. Current Peak Hour Flow:
. Future Average Day Flow:
. Future Peak Hour Flow:
2.4 l\,lGD
5.3 MGD
3.0 MGD
6.3 MGD
EXISTING PUMP
STATloN
EXISTING
ELECTBICAL
HOUSE
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Designing for future flows primarily impacts equipment, pump, and pipe sizing as well as the design of hydraulic structures (channels, wetwell). Electrical equipment must be adequately sized to handle future power demands.
Figure 2. Damage to Fine Screening Unit
Existing Connections
Flow enters the existing wetwell from several directions To the south, a series of manholes diverts flows from several sewer lines. lt appears these manholes are severely deteriorated, and it is assumed the project will re-route influent sewer around these manholes.
To the east, two 24-inch interceptors converge in a common manhole, with flow directed in a single line west to the wetwell. This east invert is the deepest invert into the wetwell' per available information.
To the north, an 8-inch filtrate line enters the wet well. This line cunently accepts all percolation water for the existing drying beds, the centrate water from the dewatering system, and flows from the dewatering building drains.
Existing force main piping to the fine-screening facility includes buried 14-inch c-900 PVC and an exposed ductile iron pipe (DlP) header outside ofthe line screening building. At a future 6.3 mgd peak hour flow, pipe velocities in 14-inch pipe would exceed 9 FPS. With a preferred velocity below 5 FPS, upsizing of piping will be necessary. Bypass pumping will be required to finalize interconnections with new piping.
Geotechnical
A geotechnical study was completed by Landmark Consultants, lnc. on April 30, 2025. Key findings include the following considerations:
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Preliminary Engineering Report - lmperial WWTP lnfluent Pump Station July 22,2025
DESIGN GUIDELIN ES FOR SCREENING AND PUMPING
The following subsections detail design considerations common to the development of both headworks facility options.
Materials of Construction
High chlorides and hydrogen sulfide in lmperial's influent wastewater contribute to accelerated corrosion of metals. lnfluent testing has yielded the following concentrations:
lon
Chloride
Sulfide
Readinq 1
310 mg/L
30 mg/L
Readino 2
380 mg/L
34 mg/L
For all metal fabrications, appropriate alloys must be selected to avoid rapid conosion. 304 stainless steel suffices for chlonde levels below 100 mg/L but expenences "pitting" above this concentration, which has been observed at the treatment facility. Therefore, stainless steel shall be at minimum 316, which better resists chloride pitting due to the addition of 2-3o/o molybdenum.
During final design, Webb/AQUA will evaluate critical components for available material seleclions that offer corrosion protection exceeding that of 316 SS (e.g. duplex stainless steel).
Within the wet well and screening facility, nonmetallic options shall be provided when appropriate:
. FRP covers for screening channels and wetwell
. Vinyl ester unistrut for conduit support
Screening
Design of new screening facilities, prior to influent pumps, should adhere to the following requirements:
Screening must remove solids
downstream equipment.
to reduce pump ragging and adequately protect
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. Bores encountered groundwater at depths of 9-ft. A dewatenng system will be required during construction. The structure must be designed to resist flotation. . Structural engineering must incorporate seismic design criteria for a Site Class D with Sr value of 0.65.
. Overexcavation of 2-ft is required for below grade structures, with subgrade replaced by drainage rock covered with a geotextile fllter fabric.
r Severe sulfate ion concentrations necessitate the use ofa Type V cement. . A concrete mix design with minimum 4500 psi compressive strength is required. . Chloride ion concentrations are also severe. No metallic water pipes or conduits should be placed below foundations.
. A 4-inch edge distance to reinforcing bar within concrete should be maintained, otherwise embedded steel components shall be epoxy coated for corrosion protection. ln general, geotechnical observations do not differ from previous understanding of site soil conditions. Site soils are corrosive - buried infrastructure must be appropriately selected and adequately protected to ensure a long service life.
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Preliminary Engineering Report - lmperial wwTP lnfuent Pump Station July 22,2025
o Recommend screening openings oi 1/a-inch
Screening must have built-in redundancy.
o Two units are recommended, each sized at 100% of flow. For the design flows and other constraints, upsizing from 50o/o to 100% redundancy does not appreciably increase project cost.
o Provide a passive overflow channel with manual bar screen in case of failure of both screens.
Screening must provide for convenient disposal of solids o Screenings must discharge at grade level for ease of subsequent hauling. o Compactor unit provided to reduce total disposal volume and decrease required hauling frequency.
Screening facilities must minimize resulting odors:
o Screening unit will include washer and compactor to return excess organics to the influent wet well. Washing of screenings will reduce odors. o Screening channels and downstream wetwell shall be covered. An odor control system shall remove air from beneath the covers and scrub it prior to release to atmosphere.
Protection of exposed infrastructure
o Provide a metal awning with siding on the west side to protect equipment from accelerated UV degradation, dust, and debris.
Pumping
WEBB/AQUA recommends that pump design adhere to the following guidelines Design pumps to be solids-handling. While upstream screening will reduce ragging concerns, there is a chance of solids agglomeration in the wet well.
Provide N+ I redundancy to maintain system operation in the case of a single pump failure.
Select pump materials appropnate for corrosive service:
o Stainless steel impeller recommended in lieu of cast iron. o Heavy-duty external coatings for submersible pumps
o WEBB/AQUA is aware of abrasive materials (grit) in the influent. Excess abrasives may justify a different material selection for the impeller. Final material selections will be made in consultation with pump manufacturers.
Operate pumps on variable frequency drives to reduce pump starts and minimize wastewater detention times in the wetwell.
Corrosion Protection
To protect downstream equipment (fine screens) from corrosion, the following equipment is recommended:
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Preliminary Engineering Report - lmperial WWTP lniuent Pump Station July 22,2025
Channel and wetwell covers
Odor control system
Wetwell aeration
Coatings
Developed design options include an odor control system to scrub foul air from underneath screening channel and wetwell covers. The system will use either a carbon media scrubber or biotrickling fllter to reduce potential facility odors. By exchanging air at the interface with raw sewage, the system will also encourage further H2S volatilization and removal.
A coarse bubble aeration system is also proposed to provide several benefits:
. Wetwell mixing to promote volatilization of H2S and subsequent removal by the odor control system.
. Addition of oxygen to mitigate anaerobic conditions which favor the bacteria that reduce sulfate to sulfide
. Promotion of sulfur-oxidizing bacteria to convert aqueous sulfides to sulfate ions.
The City of lmperial has recently purchased a Fog Log (Risen Water) aerator for use in H2S reduction in the collection system. The vendor recommends 2 Fog Log units to adequately mix the proposed wetwell.
Finally, concrete and piping will have appropriate coatings to resist sulfide corrosion.
WEBB/AQUA recommends a 100% solids thick film coating tor the concrete exposed to the interior airspace of the screening facility (Tnemec Perma-Glaze Series G435 or equal).
Screening Vault Requirements
lnfluent sewer depths necessitate a below-ground structure for screening channels and the pump wetwell. Several ancillary building design recommendations are summarized below:
. Minimize equipment placed below grade. Motors, control panels, and other equipment should be placed above grade to reduce exposure to a corrosive environment. . Provide improved maintenance access to wetwell:
o Stairwell to screening floor
o lmproved clearances within screening floor
o FRP cover system with hoists to remove panels for unobstructed wetwell access.
Provide exhaust fans and supply vents to reduce humidity and remove gases that have bypassed channel covers and the odor control system. Ventilation design may provide continuous ventilation or only when personnel are present.
Provide combustible gas detectors (CGDs) to comply with NFPA 820. lnnovative Engineering Sdutions
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Provide a metal awning to cover critical equipment at grade level. The awning will reduce UV exposure and provide a more comfortable work environment for maintenance activities. Provide siding on the west side of the awning to protect equipment from afternoon sun as well as prevailing winds and associated debris.
Preliminary Engineering Report - lmperial WWTP lnlluent Pump Station July 22,2025
?age 7
OPTION 1 - SUBMERSIBLE PUMPS
Description
This option consists of a new screening facility and wetwell to be located at the Operations Building site. See Attachment 1 for a basic site plan, plan views, and section view of the concept.
The following points summarize the screening configuration:
. lnfluent sewer depths necessitate a below-grade screening floor. Three channels will direct influent wastewater to the wetwell.
. Two channels are screened by mechanical screening equipment, which discharge screenings to the upper level at grade.
o The third channel has a manual bar screen and is normally isolated with an overflow weir gate, so that it only operates under emergency conditions. . Per design guidelines above, the screens are sized such that each screen can independently handle the future peak hour flow (6.3 MGD). This approach will minimize bypass through the manual screen.
The screening channels discharge directly to the wetwell, which is preliminarily sized at 20'x8'x8'.
Within the wetwell sit 4 submersible centrifugal, non-clog pumps. These pumps are sized for 3 duty, 1 standby (3+'1) configuration to handle 6.3 MGD. The pumps will have discharge elbow baies and guide rails for retrieval. They can be retrieved from the wetwell using a monorail installed at grade level above the wetwell.
The screening channels and wetwell will be enclosed with FRP covers. The airspace underneath the covers will be ventilated to remove odors, with foul air passing through a carbon media or biological odor control system located at grade. Additionally, a type of aeration will be added to the influent channels or wet well to help reduce sulfides in lhe wastewater and strip them out of solution in an effort to reduce downstream corrosion potential. This will also be removed with the foul air to the odor control system.
Screenings will discharge at grade to washer/compactor units. Washing reduces organic content of screenings, with resulting benefits for odor control and screening volume.
Discharge piping from the pumps will exit the facility at the grade level and combine in an above. ground discharge header adjacent to the structure. The discharge line to the existing headworks will be buried and is preltminarily sized at 18-inches.
Equipment
For mechanical screening, a multi-rake screen was evaluated in the preliminary evaluation for the following reasons:
Ability to convey solids to a high discharge point.
High degree of inclination reduces horizontal footprint of the unit.
Washer/compactor units are available as an integrated package.
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Preliminary Engineering Report - lmperial WWTP lnlluent Pump Station Jluly 22,2025
Air stripping will be provided in the influent channels or wet well. This technology will be determined during the design phase.
A chemical scrubber has increased maintenance profile and operating costs compared to the other options and is not considered further.
A carbon media scrubber has a lower capital cost than a biological system but faces recurring costs of media replacement.
A biological system (biotrickling filter) has large capital costs but recuning O&M expenses is limited to power and water.
Further evaluation and selection of odor control technology is anticipated during final design Site Constraints and Electrical Design Considerations
Option I necessitates full demolition of the existing Operations Building.
Due to its proximity to the new facility, the existing electrical house can be re-used for housing electrical and controls equipment. The existing PLC can be switched over to control the new pumps, with only minor modifications necessary to add control capabilities over the fourth proposed pump. Preliminary evaluation of power demands suggests the distribution panel feeding the existing e-house is of sufficient size to power new equipment for Option 1.
The three existing pump VFDs can also be maintained in the e-house. WEBB/AeUA recommends evaluating procurement of two new VFDs - one for the 4rh pump, and an additional to facilitate pump clean water testing and switchover operations. During final design, the existing shelf spare VFD will be evaluated for use as one of the new VFDS required. Following switchover, two of the existing VFDs can be rewired one by one to the new pumps, and the final existing VFD can serve as a spare.
Cost
A preliminary cost estimate has been developed equivalent to AACE Level 3 ',Budgetary', cost estimate. The expected range of accuracy for this level of cost estimate is -20% to +30%. The overall project cost (including design and conslruction management) with a 30% contingency is estimated at $6,450,440. See Attachment I for a cost estimate broken out by division.
This cost includes an estimated cost for demolishing the Operations Building. WEBB/AQUA understands that lmperial will soon receive pricing for Operations Building removal - that pricing can then be figured into the City's flnal evaluation.
Description
Option 2 consists of a screening facility and wetwell similar to Option 1. However, this option offers a dry-pit pumping configuration, which will allow direct access to pumps and pump motors for regular maintenance activities. See Attachment 2 for a basic site plan, plan views, and section view of the concept.
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Odor control evaluated carbon media, chemical, and biological scrubbers. Preliminary evaluation yielded the following conclusions:
OPTION2-DRY-PITPUMPS
Preliminary Engineering Report - lmperial WWTP lnfluent Pump Station July 22,2025
To reduce the capital costs associated with a dry pit, WEBB/AQUA proposes siting the wetwell adjacent to the west side of the existing Sludge Pumping Building. The basement floor of the existing building would be used to house the dry pit pumps and discharge header. Figure 3 shows the wall adjacent to which the new pumps would be installed. Most equipment in the Sludge Pumping Building is no longer in use and can be removed to provide space for the dry pit pumps.
Figure 3. Existing Sludge Pumping Building Basement
By placing the new structure ad.iacent to the west side of the sludge pumping building, site demolition work should be minimized.
Other main differences compared to Option 'l are listed below:
Demolition work will be required within the existing Sludge Pumping Building to remove piping and equipment that is no longer in use.
WEBB/AQUA recommends upgrades to the existing HVAC system at the Sludge Pumping Building to ensure NFPA-compliant controls and alarming are in place' Some existing HVAC equipment is within the basement level, and it is recommended to replace this with equipment mounted on the exterior concrete lid.
No monorail or grating on the top level of the screening facility is required for pump retrieval.
Greater lengths of influent sewer piping and additional manholes will be required to route influent sewer to this location on site.
Force main piping to the fine screens will be of greater length.
Equipment
Screening and odor control equipment remains the same as Option 1. Overall screening facility and wetwell sizing will be approximately the same.
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Preliminary Engineering Report - lmperial WWTP lnffuent Pump Station July 22,2025
Given sewer invert elevations, dry-pit pumps must be capable of pulling a suction lift. As such, a self-priming model is recommended. Pump impellers and volute design shall be non-clog to handle solids which bypass the coarse screens.
New, exterior-mounted HVAC equipment is recommended for the sludge pumping building basemenl, to provide sufficienl air exchanges in accordance with NFPA 820 as well as cooling to condition the space during hot weather.
Site Constraints and Electrica! Design Considerations
Option 2 does not require the demolition of the existing Operations Building. Demolition of the west secondary clarifier (Clarifier #1), including removal of below-grade concrete, is required.
However, per City workshop held on May 30, 2025, this clarifier demolition is likely to be pursued in either case. Therefore, the cost of clarifler and associated infrastructure demolition is not considered in the evaluation of Option 2.
With the demolition of Clarifier #1 , lhere are no known existing facilities that would substantially impact the installation of the new screening and wetwell structure.
The electrical room on the top floor of the sludge pumping building would house electrical and controls equipment for Option 2. Preliminary power demand evaluaton suggests that the 3OOamp service to this electrical room is adequate for the new equipment. However, if pump power requirements increase significantly above the initial estimate (25 hp per pump), a new breaker and larger wire to the service may be required. The pending removal ofthe UV equipment loading from this service will increase power available for the new equipment.
Compared to the e-house, Option 2 will require additional electncal and controls wiring. The existing PLC (for the now-defunct RAS, WAS, and NPW pump systems) may have a reusable cabinet, but it will require new internals. Per Chris Kemp, the existing Motor Control Center (MCC) is in good condition and has ample buckets for new equipment. Re-use of these two pieces of equipment is estimated to save $30,000 in construction costs. The condition of other existing gear identifled for potential reuse will be verified during final design.
Existing VFDs in the e-house could theoretically be moved and re-installed, but two new VFDs are likely required anyway for testing and startup (if the shelf spare vFD is installed, only one new VFD is required). The sequencing and switchover process adds additional complications - compared to an estimated $20,000 per VFD panel, reuse ofthe existjng VFDS may not be worth additional constructability concerns. WEBB/AQUA recommends acquiring four new VFDs (three if the existing shelf spare may be used) instead. These differences between option 2 and option 1 are reflected in greater estimated Option 2 El&C costs.
Access modiflcations to the electrical room and stairwell to the sludge pumping building basement will be made so that access to the dry-pit pumps does not require access to the electrical room.
Cost
Compared to Option 1, major items reducing and increasing costs for Option 2 are presented below:
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Preliminary Engineering Report - lmperial WWTP lniuent Pump Station )uly 22,2025
Cost Reduction
- No monorail for pump retrieval
- Reduced pump costs
- No demolition of Operations Building
Cost lncrease
+ Demo work within Sludge Pump Building
+ HVAC upgrades to Sludge Pump Building
+ Additional electrical gear including VFDs
+ Additional controls work including new PLC
internals and HVAC controls
+ Additional discharge header piping
+ Additional piping supports and coating
+ Additional influent sewer piping and
manholes (deep trenching)
+ Additional force main piping
Estimated cost for this option (with 30% contingency) is $6,897,100, or $446,660 greater than Option '1. lncreased costs are largely driven by the additional electrical and controls scope anticipated for this option.
RECOMM NDATION
Option 2, the dry-pit pumping anangement is recommended for several reasons:
('l) Equipment access: pumps and motors are accessible without hoisting from wet well. (2) Maintenance:
a. Ease of inspection and access promotes improved preventative maintenance. b. Greater number of maintenance activities can be performed by operators on-site without need for shipping to a manufacturer's service shop. c. Critical issues such as seal failure do not lead to total motor failure. (3) Avoids demolition of the existing Operations Building.
The operational advantages of Option 2 should be considered against the greater anticipated costs in guiding the City's final decision.
COMMISSI ONING STRATEGY
A multi-step commissioning procedure will be implemented to ensure that new equipment is functioning properly before hand-over to lmperial staff is completed. Commissioning of equipment will proceed in three main steps:
(1) pre-commissioning work: activities to be completed before the Contractor is permitted to begin Commissioning. The intent is to test isolated equipment and components. Primary activities for this Phase include:
a. Factory testing
b. Component and stand-alone equipment testing
c. Energization of electrical power distribution equipment d. Pipe pressure testing
e. Loop testing
f. Operational Readiness Tests to verify that all parts of a system are in working order and functioning ProPerlY.
g. Draft O&M Manuals Submitted and Approved.
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Preliminary Engineering Report - lmperial WWTP lnfluent Pump Station July 22,2025
(2) Phase 1 Commissioning: the flrst phase of Commissioning will include operator training as well as comprehensive testing with clean water.
a. The stepswill include approval of Operational Readiness Tests and the Functional Acceptance Test (FAT).
b. The purpose of the FAT is to test all equipment, instruments and software as an integrated system using planl water wherever applicable. i. The successful completion of the Functional Acceptance Test will allowthe Contractor to request Operational Acceptance.
c. FAT tests will be conducted using clean water, which can then be recycled back to the wetwell.
(3) Phase 2 Commissioning is designed to functionally test the facility as an integrated system under normal operating conditions using wastewater. The testing includes the Reliability Acceptance Test (RAT) that will be conducted over a period of time that demonstrates the operational reliability of the system.
a. For Coarse Screening and lnfluent Pumping, a 30-day RAT period is recommended.
b. Wastewater will be introduced by starting the bypassing and diversion process of the existing influent diversion manholes, with flow entering the new sewer piping to the influent screening channels.
c. After successful completion of the RAT and all Manufacturers' Certilicates of Proper Operation have been submitted to Engineer, and after the Contractor has submitted all Operation and Maintenance Manuals, the Contractor may request the Owners' acceptance that the system is Substantially Complete. lnnovative Engineedng Solutjons
o
CONSTRUCTION SEQUENCING
Evaluation of construction sequencing requirements is summarized below:
' Construction of the new screening and wetwell structure does not impact existing facilities and has no preceding tasks.
. New sewer and force main piping should be laid prior to switchover, apart from final interconnections .
. Temporary bypass pumping will be required when upsizing the force main discharge header to the fine screens.
. Temporary bypass pumping will be required during sewer line diversions, from a manhole upstream of the diversion point.
. lf VFDs are reused, While the existing pump station and pump VFDs remains in operation, one or two new VFDs will first be installed for the new pumps. Clean water testing may occur using the pumps connected to the VFDS. Then, afler flow has been diverted to the new pump station, switchover of existing VFDs may occur sequentially. . lf four new VFDs are provided, then clean water testing may occur using the complete set of pumps. Switchover will not require sequential reinstallation of VFDS. . Following completion of the RAT, demolition activities at the existing pump station may begin.
Preliminary Engineering Report - lmperial WWTP lnfluent Pump Station July 22,2025
Page '13
FACILITY PERMITTING
Webb/AQUA recommends that the new pump station be considered as a replacement of existing facilities with no resulting change to the plant capacity. As a replacement, only a CEQA exemption would be required for the project.
When the City proposes to increase the permitted capacity of the lmperial WWTP and processes a permit amendment, Webb/AQUA will investigate if a CEQA document was prepared for the City's General Plan that would handle growth inducement impacts. lf a CEQA document exists, the opportunity may exist to use it to satisfy the CEQA requirements relating to growth, and the CEQA document for the new pump station can simply address the localized impacts of construction.
ATTACHMENTS
Attachment 1: Option I Site Plan, Mechanical Plan and Section, and Cost Estimate Attachment 2: Option 2 Site Plan, Mechanical Plan and Section, and Cost Estimate Attachment 3: "Limited Geotechnical Report, Proposed Headworks at lmperial WWTP.
LCI Report No. LE25072." Landmark Consultants, lnc. April 30, 2025. lnnovative Engineering Solutions
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ATTACHMENT 1
Option l Site Plan, Mechanical Plan and Section, and Cost Estimate Innovative Engineering Solutions
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AQUA Engin eering
Proiect No.002857.C
Optaon I (Submersibles) Cost Estimate
Div, 2 Existing Cmditims
Div. 3 Concrete
Div. 4 Masonry
Div. 5 Metals
Div. 6 Woods, Pla*ics, and Composites
Div. 7 Thermal and Mci$Jre Protectim
Div. I Open ings
Div, 9 Finistres
Div. 10 Specialties
Div. 13 Special Cms0uctim
Div. 22 Plumbing
Div. 23 HVAC
Div. 26 Electical
Div. 31 Earthwork/Civil
Div. 32 Exterior ImPro/ernents
Div. 33 Utilities
Div. 40 Process Integratim
Div 41. Material Praessing and Material Handling
Div. 43 Liquid and Sdids Handling Equipment
Div .+4. Pdlutim CUltrd Equipment
Div 46. Water and wastei Eter Equipment
$s3,430
$281,840
$0
$96,800
$81,m0
$3,7s0
$0
$11s,000
$0
$20,m0
$s,m0
$21,sm
$610,830
$3s1,370
$150,850
$s6,000
$183,080
$44,620
$456,810
$ss,000
$1,078,050
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Bmd/Insurance
Coritingency (30%)
Cmtractor's Overhead & Profit (10olo)
$273,000
$v,600
$1,092,0@
$sos,1)60
Eng ineering Planning and Design
Engineering Bidding and Cmstructjon
Materials TeSing
yt7,420
v17,420
$s0,000
TOTAL PRO]ECT 2023 DOLLARS
Cost,
ATTACHMENT 2
Option 2 Site Plan, Mechanical Plan and Section, and Cost Estimate Innovative Engineering Solutions
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Proiect No.002857.C
Option 2 (Dry Pit) Cost Estimate
Div, 2 Eristing Conditiors
DiY, 3 Concrete
Div. 4 Masonry
Div. 5 Metals
Div. 6 Woods, Plastict and Compcites
Div. 7 Thermal and Mdsture Protectim
oiv. 8 Openings
Div. 9 Finishes
Div. 10 Specialties
Div. 13 Special Cmsbuctim
Div. 22 Plumbing
DiY. 23 HVAC
Div. 26 Electrical
Div. 31 Earth\ ork/Civil
Div. 32 Exterior Impro/ements
DiY. 33 t tilities
DiY. r, Process Integration
Div 41. Material Processing and Material Handling
Div. 43 Liquid and Solids Handling Equipment
Div .14. Pdlutim Cgltrd Equipment
Div 216. Water and WaSelvater Equipment
ls2,97O
$285,840
$0
$96,800
$81,0m
$3,7s0
$0
$120,000
$o
$20,000
$s,000
$41,500
$916,94O
$351,370
$1s0,8s0
s119,500
$208,2aO
14,620
s302,500
$ss,m0
$1,078,0s0
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Div. 1 General Conditims (7.5%)
Bmd/lnsurance
CmtingencY (30o/o)
contractor's Overhead & Profit (10o/o)
Engineering Planning and Design
Engineering Bidding and Cmfuctim
Materials Testing
$292,0s0
$s8,410
$1,168,2m
$s41,270
$446,550
$446,550
$s0,000
TOTAL PRO'ECT 2O2|jI DOLLARS
Co6t,
ATTACHMENT 3
"Limited Geotechnical Report, Proposed Headworks at Imperial WWTP. LCI Report No. LE25072." Landmark Consultants, Inc, April 30, 2025,
Innovative Engineering Solutions
a
Limited Geotechnical Report
Proposed Headworks
Imperial WWTP
Imperial, California
Prepared for:
Albert A. Webb & Associates
3788 McCray Street
Riverside. CA 92506
LnunMn
Prepared by:
Landmark Consultants, Inc.
780 N, 4ih Street
El Centro, CA 92243
(760) 370-3000
April 2025
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C,eo-Engineers and Geologists
LnTnMARK 780 N. 4ih Street
ElCemro, CA 92243
(760) 370-3000
(760) 337-A9OO Iax
April 30, 2025
Mr. Brian Knoll. PE
Albert A. Webb Associates
3788 McCray Street
Riverside. CA 92506
Geotechnical Report
Proposed Headworks at Imperial WWTP
720 E. l4th street
Imperial, California
LCI Report No. L825072
Dear Mr. Knoll:
This geotechnical report is provided for design and construction ofthe proposed improvements to the existing Imperial Wastewater Treatment plant located at 720 E. l4th Street in nonheast Imperial. California. Our geotechnical exploration was conducted in response to your request for our services. The enclosed report describes our soil engineering site evaluation and presents our professional opinions regarding geotechnical condilions at the site to be considered in the design and construction of the project.
This executive summary presents serecred elements of our findings and professional opinions.
This summary may not present all details needed for the proper application of our findings and professionaf opinions. Our findings, professional opinions, and application options are best reloted lhrough readingthefull reporl. and are best evaluated with the active participation ofthe engineer of record who developed them. The findings of this study are summarized below:
The findings of this study indicate that the site is, in general, predominantly underlain by stiff to very stiff silty clay/clay (CL-CH) to a depth of 41.5 feet. Interbedded sandy silt/silty sand (ML/SM) and clayey silt (ML) layers of about 5 to 8 feet were encountered at a depth of 3 to 8 Itet. l4 to 22 feet and 33 to 38 feet below ground surface.
The clay soils are very aggressive to concrete and steel. Concrete mixes shall have a marimum water cement ratio of 0.45 and a minimum compressive strength of 4,500 psi (minimum of 6.25 sacks Type V cement per cubic yard).
Geo- Ergirre ls a nd 6eob g ists
77-948 Wildcat Oriv8
Pah Dossrt, CA 92211
1760t 360-0665
17601 360-0521 Iax
Proposed Headworks
Imperial Wastewater Treatrnent Plant - Imperial,CA LCI Report No. LE25072 All reinforcing bars, anchor bolts and hold down bolts shall have a minimum concrete cover of4.0 inches unless epoxy coated (ASTM D3963/A934). Hold-down straps are not allowed at the foundation perimeter. No pressurized water lines are allowed below or within the foundations.
We did not encounter soil conditions that would preclude development of the proposed project provided the prolessional opinions contained in this report are considered in the design and construction of this project.
We appreciate the opportunity to provide our findings and prolessional opinions regarding geotechnical conditions at the site. Ifyou have any questions or comments regarding our findings, please call our office at (760) 370-3000.
Respectfu lly Submitted.
Landmark Consultanls, Inc.
Williams. PG, CEG P LaBrucherie, PE, G
neering Geologist ncipal Geotechnical Engineer
Julian s, CE
Sen ical Engineer
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Proposed Headworks
Imperial Wastewater l-reatment Plant [mperial CA LCI Report No. LE25072
TABLE OF CONTENTS
Page
Section I I
I
I
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2 J
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J
4 5
5 6
6 7
8 9
INTRODUCTION
I . I Project Description..................
I .2 Purpose and Scope of Work...........
1.3 Authorization
METHODS OF INVESTIGATION
2.I I:ield Exploration
2.2 Laboratory Testing.....................
Section 3......
DISCUSSION............
3. I Site Conditions.....
3.2 Geologic Setting................
3.3 Subsurface Soil
3.4 Groundwater...
3.5 Faulting...........
3.6 General Ground Motion Ana|vsis.............
3.7 Seismic and Other Hazards
DESIGN CRITERIA
4.1 Site Preparation
4.2 F'oundations and Settlements
.5
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22 22
22 23
24 24
4.4 Concrete Mixes and Corrosiviry .........
4.5 Excavations.
4.6 Lateral Earth Pressures
LIMITATIONS AND ADDITIONAL SERVICES
5. I Limitations............,
5.2 Additional Services
Section 6
REFERF,NCES
Appendices
APPENDIX A: Vicinity and Site Maps
APPENDIX B: Subsurface Soil Logs and Soil Key
APPENDIX C: Pipe Bedding and Trench Backfill Recommendations Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCI Report No. LE25072 Proposed Headworks
lmperial Wastewater Treatment Plant - Imperial. CA [.Cl Repon No. LE25077 Section I
INTRODUCTION
l.l Project Description
This report presents the findings of our geotechnical exploration and soil testing for the proposed improvements to the existing Imperial Wastewater Treatment plant located al72O l4th Street in northeast [mperial, California (See Vicinity Map. Plate A-l). The proposed improvements will consist ofthe removal ofan existing clarifier and operations building, and the construction ofan underground headworks structure which will consist of an approximate 30-foot deep concrete headworks structure.
Site development will include headworks excavations, underground utility installation including trench backfi ll and concrete foundation/wall construction.
1.2 Purpose and Scope of Work
The purpose of this geotechnical studl was to investigate the upper 40 feet of subsurface soil at the proposed headworks site for evaluation of physical/engineering properties and liquefaction potential during seismic events. Professional opinions were developed from field and laboratory test data and are provided in this report regarding geotechnical conditions at this site and the effect on design and construction. The scope ofour services consisted ofthe following:
. Field exploration and in-situ testing of the site soils at selected locations and depths. . Review of the available literature and publications penaining to local geology, faulting, and seismicity.
! Engineering analysis and evaluation ofthe data collected.
I Preparation of this report presenting our findings and professional opinions regarding the geotechnical aspects ofproject design and construction.
Landmark Consultants, lnc Page I
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCI Repon No. LE25072 Professional opinions with regard to the above parameters are provided for the following:
This repon addresses the following geotechnical parameters:
I Subsurface soil and groundwater conditions
. Site geology, regional faulting and seismicity, near source factors, and site seismic accelerations
r Expansive soil and methods ofmitigation
r Aggressive soil conditions to metals and concrete
. Site grading and earthwork
. Foundation subgrade preparation
. Allowable soil bearing pressures and expected settlements r Concreteslabs-on-grade
. Lateral earth pressures
. Excavation conditions and buried utility installations . Mitigation of the potential effects of salt concentrations in native soil to concrete mixes and steel reinforcement
. Seismic design parameters
Our scope of work for this report did not include an evaluation of the site for the presence of environmentally hazardous materials or conditions. liquefaction. groundwater mounding, or landscape suitability of the soil.
1.3 Authorization
Mr. Brian Knoll of Webb Associates provided authorization by written agreement to proceed with our work on April 4.2025. We conducted our work according to our written proposal dated April
4. 2025.
Landmark Consultants, Inc. Pagc 2
Proposed Headworks
Imperial Wastewater !ry44qg41Jlant - [mperial. CA LCI Report No. LE25072 Section 2
METHODS OF INVESTIGATION
Subsurface exploration was performed on April 8,2025 using 2R Drilling of Ontario, Califbmia to advance one (l) boring to a depth of 41.5 feet below existing ground surface. A temporary piezometer pipe was placed to a depth of 20 feet below ground surface r.r'ithin this boring (B- l ).
An additional piezometer was placed nonh of the proposed headworks location (B-2). The borings/piezometers were advanced with a truck-mounted, CME 75 drill rig using 8-inch diameter. hollow-stem. continuous-fl ight augers. The approximate boring locations were established in the field and plotted on the site map by sighting to discemible site features. The boring locations are shown on the Site and Exploration Plan (?late A-2).
A geotechnician observed the drilling operations and maintained logs ofthe soil encountered with sampling depths. Soils were visually classified during drilling according to the Unified Soil Classification System and relatively undisturbed and bulk samples of the subsurface materials were obtained at selected intervals. The relatively undisturbed soil samples were retrieved using a 2-inch outside diameter (OD) split-spoon sampler or a 3-inch OD Modified Califomia SplitBarrel (ring) sampler. In addition. Standard Penetration Tests (SPT) were performed in accordance with ASTM D1586. The samples were obtained by driving the samplers ahead of the auger tip at selected depths using a 140-pound CME automatic hammer with a 30-inch drop. The number of blows required to drive the samplers the last l2 inches ofan l8-inch drive depth into the soil is recorded on the boring logs as "blows per foot". Blow counts (N values) reported on the boring logs represent the field blow counts. No corrections have been applied to the blow counts shown on the boring logs for effects of overburden pressure, automatic hammer drive energy, drill rod lengths, liners. and sampler diameter. Pocket penetrometer readings were also obtained to evaluate the stiffness ofcohesive soils retrieved from sampler barrels. After logging and sampling the soil, the exploratory borings were backfilled with the excavated material. The backfill was loosely placed and was not compacted to the requirements specified for engineered fill.
Landmark Consultants. Inc. Page 3
2,1 Field Exploration
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LC! Rgpar4 \o. LE25072 After excavation ofthe borings, a 2-inch diameter PVC piezometer was installed in each boring for groundwater level readings. The piezometers consisted of | 0 feet of slotted well screen (0.01 0 screen size) covered with a filter sock and I 0 feet of solid riser pipe. The annular space was backfilled using the native auger cuttings. The piezometers were completed with traflic rated steel manhole covers and concrete aprons.
The subsurface log is presented on Plate B-l inAppendixB. A keyto the log symbols is presented on Plate B-2. The stratification lines shown on the subsurface log represent the approximate boundaries between the various strata. However. the transition from one stratum to another may be gradual over some range of depth.
2.2 Laboratory Testing
No laboratory tests were conducted for this investigation.
Landmark Consultants. lnc. Page 4
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCt Report No. LE25072
3.1 Site Conditions
The Imperial Wastewater Treatment Plant facilitf is rectangular in plan view and is located at 720 E. l4s Street in nonheast Imperial, California. The existing west clarifier and operations building will be removed to allow construction ofthe proposed headworks structure.
The MBR facility (built within the last 4 years) is located to the west ofthe proposed headworks structure location. An oxidation basin is located adjacent to the north side of the MBR facility location plant. Existing headworks, an aeration basin and influent pump stations are located adjacent to the east side of the MBR facility area. The existing operation building, clarifiers, sludge pumping station building and the UV disinfection structure are located at the southeast side ofthe wastewater plant. Sludge drying beds are located to the north side ofthe wastewater plant.
Existing underground power lines and raw water supply lines cross the wastewater plant in east to west and north to south directions.
Adjacent propenies are flat-lying and are approximately at the same elevation with this site. The Imperial Public Works maintenance yard and a 2.0 MG above ground treated water steel storage tank lies to the south side ofthe site. P Street and the Date Canal are located along the €ast side ofthe project site with agricultural land beyond. The Union Pacific Railroad tracks are located along the west side ofthe project site, with the lmperial lrrigation District Headquarters Yard and llD substation beyond. The Morningside Residential subdivision lies to the north side of the wastewater plant facility.
The project site lies at an elevation of approximately 65 feet below mean sea level (MSL) (E1.935 local datum) inthe Imperial Valley region of theCalifomia low desert. The surrounding propenies lie on terrain which is flat (planar), pan of a large agricultural valley. which was previously an ancient lakebed covered with fresh water to an elevation of43+ feet above MSL. Annual rainfall in this arid region is less than 3 inches per year with four months ot'average summertime temperatures above 100 "F. Winter temperatures are mild. seldom reaching freezing.
Landmark Consultants. lnc. Page 5
Section 3
DISCUSSION
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial, CA LCI Report No. LE25072
3.2 Geologic Setting
The project site is located in the Imperial Valley portion of the Salton Trough physiographic province. The Salton Trough is a topographic and geologic structural depression resulting from large scale regional faulting. The trough is bounded on the northeast by the San Andreas Fault and Chocolate Mountains and the southwest by the Peninsular Range and faults ofthe San Jacinto Fault Zone. The Salton Trough represents the northward extension of the Gulf of Califomia. containing both marine and non-marine sediments deposited since the Miocene Epoch. Tectonic activity that formed the trough continues at a high rate as evidenced by deformed young sedimentary deposits and high levels of seismiciry-. Figure I shows the location of the site in relation to regional faults and physiographic features.
The Imperial Valley is directly underlain by lacustrine deposits. which consist of interbedded lenticular and tabular silt, sand, and clay. The Late Pleistocene to Holocene (present) lake deposits are probably less than 100 feet thick and derived from periodic flooding of the Colorado River which interminently formed a freshwater lake (Lake Cahuilla). Older deposits consist of Miocene to Pleistocene non-marine and marine sediments deposited during intrusions of the Gulf of Califomia. Basement rock consisting of Mesozoic granite and Paleozoic metamorphic rocks are estimated to exist at depths between 15.000 - 20.000 feet.
3.3 Sutrsurface Soil
Subsurface soils encountered during the field exploration conducted on April 8, 2025 consist of dominantly stiffto very stilf silty clay/ clay (CL-CH) to a depth of 41.5 feet. Interbedded sandy silt/silty sand (ML/SM) and clayey silt (ML) layers of about 5 to 8 feet were encountered at a depth of3 to 8 feet, l4 to 22 feet and 33 to 38 feet below ground surface.
The native surface clays likely exhibit moderate to high swell potential (Expansion Index. EI : 5l to I I 0) when correlated to Plasticity Index tests (ASTM D4318) performed on the native clays.
The clay is expansive when wetted and can shrink with moisture loss (drying).
Landmark Consultants. Inc Page 6
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial, CA LCI Bqpo4l!!.!E4q??
3..1 Groundt'ater
Groundwater was encountered in the borings at about I 3 feet during the time of exploration but stabilized within the installed piezometers at approximately 9 feet below ground surface at Boring B-l and l0 feet below ground surface at Boring B-2 on April 9. 2025. approximately 24 hours after installation. Dewatering should be anticipated for wet well construction and piping installed below a depth of 9 feet. There is uncertainty in the accuracy of short-term water level measurements, pa(icularly in fine-grained soil. Croundwater levels may fluctuate with precipitation, irrigation of adjacent properties, drainage. and site grading. The referenced groundwater level should not be interpreted to represent an accurate or permanent condition. Our work scope did not include a groundwater surface mounding study resulting from applied landscape water.
3.5 Faulting
The project site is located in the seismically active Imperial Valley of southern Califomia with numerous mapped faults ofthe San Andreas Fault System traversing the region. The San Andreas Fault System is comprised ofthe San Andreas. San Jacinto. and Elsinore Fault Zones in southem Califomia. The Imperial fault represents a transition from the more continuous San Andreas fault to a more nearly echelon pattem characteristic of the faults under the Gulf of Califomia (USGS 1990). We have peribrmed a computer-aided search of known faults or seismic zones that lie within a l6-mile radius of the project site (Table l).
A fault map illustrating known active faults relative to the site is presented on Figure l. Regional Fault Map. Figure 2 shows the project site in relation to local faults. The criterion for fault classification adopted by the Califomia Ceological Survey defines Earthquake Fault Zones along active or potentially active faults. An active fault is one that has ruptured during Holocene time (roughly within the last 11.000 years). A fault that has ruptured during rhe last 1.8 million years (Quaternary time), but has not been proven by direct evidence to have not moved within Holocene time is considered to be potentially active. A fault that has not moved during Quatemary time is considered to be inactive. Review of the current Alquist-Priolo Eanhquake Fault Zone maps (CGS, 2000a) indicates that the nearest mapped Earthquake Fault Zone is the Imperial fault located approximately 2.4 miles northeast ofthe project site.
Landmark Consultants. I nc. Page 7
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCI Report No. LE25072 The project site is considered likely to be subjected to moderate to strong ground motion from earthquakes in the region. Ground motions are dependent primarily on the earthquake magnitude and distance to the seismogenic (rupture) zone. Acceleration magnitudes also are dependent upon attenuation by rock and soil deposits, direction of rupture and type of faultl therefore. ground motions may vary considerably in the same general area. 2022 CBC General Ground Motion Parameters: The Califomia Building Code (CBC) requires that a site-specific ground motion hazard analysis be pertbrmed in accordance with ASCE 7-16 Section I I .4.8 (ASCE. 2016) for structures on Site Class D with Sr greater than or equal to 0.2 and Site Class E sites with ^S. greater than or equal to 1.0 (CBC, 2023). This project site has been classified as Site Class D and has a Sr value of 0.65, which would require a site.specific ground motion hazard analysis. However. ASCE 7-16 Section 11.4.8 Supplement 3 provides exceptions which permit the use ofconservative values ofdesign parameters for certain conditions for Site Class D and E sites in lieu ofa site specific hazard analysis. The exceptions are:
Site Class D sites: A ground motion hazard analysis is not required where the value of the parameter .Sur determined by Equation I 1.4-2 is increased by 50% tbr all applications of S,rr in ASCE 7- | 6. The resulting value of the parameter SD/ determined by ASCE 7- I 6 Equation I I .4-4 shall be used for all applications of &l in ASCE 7- 16.
Site Class E sites: A ground motion hazard analysis is not required a. Where the equivalent lateral force procedure is used for design and the value of C-s is determ ined by ASCE 7- I 6 Equation I 2.8-2 for all values of T, or b. Where (i) the value of S", is determined by ASCE 7-16 Equation 15.7-7 for all values ofT, and (ii) the value ofthe parameter SD/ is replaced with l.5Sor in ASCE 7-16 Equation 15.7-10 and ASCE 7-16 Equation 15.7-ll.
Based on the project site being classilied as Site Class D, the structural engineer should increase the parameter.tM/ provided in Table 2by 50o/" for all applications of S,nr in ASCE 7-16. lf a site-specific ground motion hazard analysis is required for the project, our office should be consulted to perform a site-specitic ground motion hazard analysis. Design earthquake ground motion parameters are provided in Table 2.
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3.6 General Ground Motion Analvsis
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial, CA LCI Repon No. LE?5072 The 7022 CBC general ground motion parameters are based on the Risk-Targeted Maximum Considered Earthquake IMCEn). The Structural Engineers Association of Califomia (SEAOC) and Office of Statewide Health Planning and Development (OSHPD) Seismic Design Maps Web Application (SEAOC. 2025) was used to obtain the site coefficients and adjusted ma,rimum considered earthquake spectral response acceleration parameters. Design spectral response acceleration parameters are defined as the earthquake ground motions that are rwo-thirds (2/3) of the corresponding MCEn ground motions. The Maximum Considered Earthquake Geometric Mean (MCE6) peak ground acceleration adjusted for soil site class effects (PGAM) value to be used for liquefaction and seismic settlement analysis in accordance with 2022 CBC Section I 803.5.12.2 is estimated at 0.84g for the project site.
3.7 Seismic and Other Hazards
Groundshaking. The primary seismic hazard at the project site is the potential for strong groundshaking during earthquakes along the Imperial, Brawley, and Superstition Hills faults.
Surface Rupture. The Califomia Geological Survey has established Earthquake Fault Zones in accordance with the 1972 Alquist-Priolo Earthquake Fault Zone Act. The Eanhquake Fault Zones consists of boundary zones surrounding well defined, active faults or fault segments.
The project site does not lie within an A-P Earthquake Fault Zone; therefore, surface fault rupture is considered to be low at the project site.
Liquefaction. Liquetaction is a potential design consideration because ofunderlying saturated sandy substrata. Although the Imperial Valley has not yet been evaluated for seismic hazards by the Califomia Geological Survey seismic hazards zonation program. liqueflaction is well documented in the lmperial Valley alier strong seismic events (Mccrink, et al. 201 I and Rymer et al, 201l\. The evalualion fot the potenlial for liquelaction induced setllements at the sile is nol included in the scope of work for this project.
Other Potential Geologic Hazards
Landsliding. The hazard of landsliding is unlikely due to the regional planar topography. No ancient landslides are shown on geologic maps of the region and no indications of landslides were observed during our site investigation.
Volcanic hazards. The site is not located in proximity to any known volcanically active area and the risk of volcanic hazards is considered verv low.
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Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial, CA LCI Report No. LE25072 Tsunamis and seiches. The site is not located near any large bodies of water. so th€ threat of tsunami. seiches, or other seismically-induced flooding is unlikely.
Flooding. The project site is located in FEMA Flood Zone X, an area determined to be outside the 0.2o% annual chance floodplain (FIRM Panel 06025C1725C).
Expansive soil. In general. much of the near surface soils in the Imperial Valley consist of silty clays and clays which are moderate to highly expansive. The expansive soil conditions are discussed in more detail in Section 3.3.
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Proposed Headworks
Imperi al Wastewater Treatment Plant - Imperial, CA LCI Report No. LE25072
4.1 Site Preparation
Clearing and GrubbinE All surface improvements. debris or vegetation including grass and weeds on the site at the time of construction should be removed from the construction area. Root balls should be completely excavated. Organic strippings should be stockpiled and not used as engineered fill. All trash, construction debris, concrete slabs, old pavement, landfill, and buried obstructions such as old foundations and utility lines exposed during rough grading should be traced to the limits of the foreign material by the grading contractor and removed under ou'r supervision. Any excavations resulting from site clearing should be sloped to a bowl shape to the lowest depth of disturbance and backfilled under the observation of the geotechnical engineer's representative.
Below Grade Structures Site Prenaration: The headu'orks structure is planned to be constructed at the location ofthe existing operations building and is anticipated to be founded at approximately 30 feet below existing grade. The subsurface silty clays at the proposed bottom ofexcavation are saturated; consequently, the subgrade has a high potential for pumping under equipment loads.
Therefore. the subgrade for the new headworks structure should be overexcavated 24 inches and replaced with drainage rock (ASTM C33, Size 57 or 467). The bottom ofthe excavation should be covered with a geotextile filter f'abric (Mirafi 180 or better) lapped at sides and ends in accordance with manufacture's installations guidelines. The 2.0 ft thick layer of drainage rock should be end-dumped onto the filter fabric and spread evenly by excavators or dozers. Upon completing placement of the drainage rock a small vibratory compactor (walk-behind or equivalent) should be used to densify the crushed rock layer. Following densification of the drainage rock, a second layer of filter fabric should be placed over the drainage rock.
Excavation for the headworks structure (approximately 30 feet depth) will encounter the groundwater table (9 feet bgs). Therefore. seepage and pumping subgrade conditions should be anticipated. An adequately designed dewatering system, such as well points or sumps, will be required to control groundwater seepage and prevent running ground conditions. During construction groundwater should be maintained a minimum of 2 feet below the bottom of the excavation. The responsibility for dewatering and selection of an appropriate system for dewatering is beyond the scope of this report.
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Section 4
DESIGN CRITERIA
Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCI Report No. LE25072 Utility Trench Backfill: Prior to placement ofutility bedding, the exposed subgrade at the bottom of trench excavations should be examined for soft, loose, or unstable soil. Loose materials at trench bottoms resulting from excavation disturbance should be removed to firm material. If extensive soft or unstable areas are encountered. these areas should be over-excavated to a depth ofat least 2 feet or to a firm base and be replaced with additional bedding material.
Backfill Materials: Pi pe zone backfill (i.e., material beneath and in the immediate vicinity of the pipe) should consist ofa 4 to 8 inch bed of %-inch crushed rock, sand/cement slurry (3 sack cement factor), and/or crusher fines (sand) extending to a minimum of l2 inches above the top ofpipe. If crushed rock is used for pipe zone backfill for utilities, the crushed rock material should be completed surrounded by a non-woven filter fabric such as Mirafi l40N or equivalent. The filter fabric shall cover the trench bottom, sidewalls and over the top of the crushed rock. The filter fabric is recommended to inhibit the migration of fine material into void spaces in the crushed rock which may create the potential for sinkholes or depressions to develop at the ground surface.
Pipe bedding should be in accordance with pipe manufacturer's recommendations.
Recommendations provided above for pipe zone backfill are minimum requirements only. More stringent material specifications may be required to fulllll local codes and/or bedding requirements for specific types ofpipes. On-site soil free ofdebris. vegetation. and other deleterious matter may be suitable for use as utility trench backfill above pipezone but may be difficult to uniformly maintain at specified moistures and compact to the specified densities. Native backfill should only be placed and compacted after encapsulating buried pipes with suitable bedding and pipe envelope material.
Compaction Criteria: Mechanical com paction is recommended; ponding orjetting should not be allowed, especially in areas supporting structural loads or beneath concrete slabs supported-ongrade. pavements, or other improvements. All trench backfill should be placed and compacted in accordance with recommendations provided above for engineered fill.
The pipe zone material (crusher fines, sand) shall be compacted to a minimum of 95% ofASTM D | 557 maximum density. Pipe deflection should be checked to not exceed 2Yo of pipe diameter.
Native clay/silt soils may be used to backfill the remainder ofthe trench. Soils used for trench backfill shall be placed in maximum 6-inch lifts (loose), compacted to a minimum of 90% of ASTM D1557 maximum density at a minimum of 4o% above optimum moisture.
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Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial. CA LCI Repon No. LE25O72 Imported granular material is acceptable for backfill of utility trenches. Granular trench backfill used in building pad areas should be plugged with a solid (no clods or voids) 2-foot width ofnative clay soils at each end of the building foundation to prevent landscape water migration into the trench below the building.
Backfill soil ofutility trenches within paved areas should be uniformly moisture conditioned to a minimum of 4Yo above optimum moisture, placed in layers not more than 6 inches in thickness and mechanically compacted to a minimum of 90% of the ASTM D1557 maximum dry density, except that the top I 2 inches shall be compacted to 95% (if granular trench backfill).
Observation and Density Testing: All site preparation and fill placement should be continuously observed and tested by a representative of a qualified geotechnical engineering firm. Full-time observation services during the excavation and scarification process is necessary to detect undesirable materials or conditions and soft areas that may be encountered in the construction area.
The geotechnical firm that provides observation and testing during construction shall assume the responsibility of " geotechnical engineer ofrecord'and, as such, shall perform additional tests and investigation as necessary to satisfy themselves as to the site conditions and the geotechnical parameters for site development.
Auxiliary Structures Foundation Preparation: Auxilia ry structures such as free standing or retaining walls should have footings extended to a minimum of 30 inches below grade. The existing soil beneath the structure foundation preparation needed only to extend l8 inches below and beyond the footing.
{.2 Foundations and Settlements
Structural concrete mat foundations are suitable to support the headworks structure. The mats shall be founded on a layer of properly prepared and compacted soil as described in Section 4. | .
The relatively light headworks structure may use soil unloading as a means to control settlement.
The general, in-situ soil load is approximately 120 pcfand by removing 30 feet of soil, 3.600 psf of foundation loading can be offset (e.g. a 5.000 psf foundation load can be reduced to I ,400 psf net soil loading).
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Proposed Headworks
Imperial Wastewater Treatment Plant - Imperial,CA LCI Report No. L825072.
Flat Plate Slructural Mats: Flat plate structural mats may be used to mitigate expansive soils at the project site. The structural mat shall have a double mat ofsteel (minimum No. 4's l@ 12 inches O.C. each way - top and bottom) and a minimum thickness of l0 inches. Mat edges shall have a minimum edge footing of I 2 inches width and 24 inches depth (below the building pad surface).
Structural mats may be designed for a modulus of subgrade reaction (Ks) of 50 pci when placed on compacted native soil or a subgrade modulus of250 pci when placed on 24 inches of crushed rock (below grade structures).
Resistance to horizontal loads will be developed by passive earth pressure on the sides of footings and frictional resistance developed along the bases of footings and concrete slabs. Passive resistance to lateral earth pressure may be calculated using an equivalent fluid pressure of 250 pcf (300 pcf for imported sands or crushed rock) to resist lateral loadings. The top one foot of embedment should not be considered in computing passive resistance unless the adjacent area is confined by a slab or pavement. An allowable friction coefficient of 0.25 (0.35 for imponed sands or crushed rock) may also be used at the base ofthe footings to resist lateral loading.
Foundation movement under the estimated static (non-seismic) loadings and static site conditions are estimated to not exceed I inch with differential movement of about two-thirds of total movement for the loading assumptions stated above when the subgrade preparation guidelines given above are followed.
{.f, Slabs-On-Grade
Structural Concrete: Structural concrete slabs are those slabs (foundations) that underlie structures or patio covers (shades). These slabs that are placed over native clay soil should be either a uniformly thick structural mats ( l0 inches or greater) or should be designed in accordance with Chapter l8 ol the 2022 CBC and shall be a minimum of 5 inches thick due to expansive soil conditions. Concrete floor slabs shall be monolithically placed with the footings (no cold joints) unless placed on 3.0 feet ofgranular fill soil.
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The foundations may be designed using an allowable net soil bearing pressure of3,000 psf when foundations are supported a minimum 20 feet below ground surface.