CONTACT
Colton Gorman
858.951.2195
[email protected]
CITY OF ORANGE,
CALIFORNIA
Statement of Qualifications/Proposal
Energy Conservation, Performance,
Contracting, and Power Purchasing
Agreements
RFQ #24-25.29
July 31, 2025
Submitted by:
Willdan Energy Solutions
2401 E. Katella Avenue, Suite 300 | Anaheim, CA 92806 714.940.6300 | 800.424.9144 | Fax: 714.940.4920
714.940.6300 | 800.424.9144 | fax: 714.940.4920 | 2401 East Katella Avenue, Suite 300, Anaheim. California 92806 | www.willdan.com July 31, 2025
Wanda Alvarez, Purchasing Manager, City of Orange
The City of Orange’s efforts to advance sustainability, energy efficiency, and climate resilience through solar installations at three facilities, LED retrofits for nearly all streetlights and traffic signals, and targeted water utility improvements represent a strong foundation for a strategic energy savings plan. Willdan commends the City’s
leadership in furthering these efforts by exploring long-term strategies that promote clean energy and cost-effective infrastructure upgrades across municipal facilities in this RFQ/P.
With a 42-year history of successful collaboration with the City of Orange and extensive experience in completing 1,000+ projects for all 34 cities in Orange County, Willdan is excited about the opportunity to develop and implement a comprehensive energy program that aligns with operational, fiscal, and environmental goals. Our approach to energy savings performance contracting (ESPC) extends beyond conventional methods, which focus on short-term, low-cost upgrades. We offer a holistic, strategic framework that begins with a tailored Energy Master Plan — a living document that integrates facility assessments, energy and decarbonization master planning, and long-term capital planning.
Our Energy Master Plan will expand on the City’s existing sustainability initiatives, including solar installations, EV charging infrastructure, LED streetlight conversions, and water system upgrades to guide the identification, prioritization, budgeting, and execution of projects that reduce utility costs, lower emissions, modernize infrastructure, and maximize funding opportunities such as federal and state incentives, power purchase agreements, and tax-exempt lease structures. Willdan’s key differentiators:
HISTORY WITH THE CITY OF ORANGE- Willdan has provided professional services to the City of Orange for 42 years. Our long-standing partnership delivers insights into the City’s infrastructure, priorities, and community values. Our experience working with the City enables us to streamline communication and project priorities. NOT A TRADITIONAL ENERGY SERVICES COMPANY (ESCO)- With 60 years as an engineering-focused firm, Willdan delivers unbiased, innovative energy solutions. Since starting ESPC projects 15 years ago, we've alleviated ESCO stigmas through full transparency, creative financing, and genuine guarantees. As California's top administrator of utility incentives, we ensure optimal savings for our clients.
Importance to the City of Orange: Our approach enables the City to efficiently achieve sustainable energy goals ,
c
ut costs, upgrade infrastructure, avoid conventional model pitfalls, and foster long-term resilience. DELIVERING SAVINGS AND REVENUE TO THE CITY OF ORANGE- Willdan’s approach to energy and infrastructure upgrades, including expedited Advanced Metering Infrastructure (AMI) water meter installations, positions the City for significant financial benefits. By accelerating the replacement of the City’s remaining ~22,000 water meters to AMI (surpassing the current plan of 1,500 replacements per year), we can enable an annual revenue recovery of $2.1M through improved metering accuracy and reduced water loss. This t
imeline would generate ~$7M more in savings compared to a 15-year rollout, while saving energy with optimized water distribution and reduced pumping.
NATIONWIDE DECARBONIZATION AND MASTER PLANNING LEADER- We have been at the forefront of decarbonization and electrification planning since it first gained popularity in the 2000s. Our team has developed 250+ specialized strategic master plans for similar public entities and local government clients, including New York City, to establish its 4,000-building Local Law 97 Decarbonization Master Plan. P
ROVEN TRACK RECORD WITH LARGE METROPOLITAN MUNICIPALITIES- Willdan understands the challenges large urban municipalities face in implementing city-wide efforts, as we are partners to four of the largest cities in Ca
lifornia such as Los Angeles (including a $330M contract with the Department of Water and Power to implement the Commercial Direct Install Program) and San Diego (including various energy efficiency and sustainability projects), with combined contracts valued at $150M+.
Headquartered in Anaheim, with 200+ team members located in Orange County and Southern California, our team is excited to exceed the City’s sustainability, deferred maintenance, and funding goals.
Willdan’s proposal is provided in response to the City’s RFQ/P for Energy Conservation, Performance
Contracting, And Power Purchasing Agreements.
The information included in this proposal is accurate.
We hereby acknowledge we meet all of the City’s
prerequisites for responding, will sign the City’s Standard Agreement for Consultant Services, and have read and
received Addendums #1 and 2.
Primary Contact: Colton Gorman
2401 E Katella Ave. Suite 300 | Anaheim, CA 92806
[email protected] | 858.951.2195 www.willdan.com
Respectfully submitted,
David Daniel, AIA, LEED AP, Senior Vice President
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing City of Orange
0 Table of Contents
.....................................................................................................................................
3. Company Profile ............................................................................................................................. 3 a. ESCO in the State of California .............................................................................................................. 4 b. Implementation of Comprehensive Projects ........................................................................................ 5 c. Utility Company Incentive Experience ................................................................................................... 5 d. ESPC Project Experience ........................................................................................................................ 6 e. Team of California Licensed Engineers .................................................................................................. 6 f. Experience Retrofitting Water Entities Infrastructure ........................................................................... 7 g. Experience with Power Purchasing Agreements (PPAs) ....................................................................... 8 h. Experience in Design and Installation of Photovoltaic (PV) Systems .................................................... 8 i. Experience Integrating New PV with Existing Monitoring Systems ....................................................... 9 j. Familiarity with Recent CPUC Rulings .................................................................................................... 9 k. Commitment Team will Perform Energy Services Contract .................................................................. 9 l. Financial Capacity of Firm ....................................................................................................................... 9 m. Capabilities, Experience, and Approach ............................................................................................. 10 i. Project Description (Types of Energy and Other Conservation Measures) ......................................... i ii. Project Size (Total Implementation Cost) ........................................................................................... i
4. Management and Staffing ............................................................................................................. iii
5. Prior Related Experience and Competence .................................................................................... 12
6. Execution Plan ............................................................................................................................. 16
7. Litigation Disclosure ..................................................................................................................... 23
8. Financial Stability ......................................................................................................................... 23
9. Compensation/Fee Schedule ........................................................................................................ 24 Appendix .............................................................................................................................................
Appendix A: Project Resumes .....................................................................................................................
Appendix B: Audited Financials ...................................................................................................................
Appendix C: Bank Letter ..............................................................................................................................
Appendix D: Required Forms ...................................................................................................................... Char ts and Schedules
Table 1. Willdan’s Recent Relevant Projects ............................................................................................... i Table 2. Management and Staffing .......................................................................................................... iii Table 3. Representative Projects, Willdan Team ...................................................................................... vii Project Schedule: Full Project .................................................................................................................. ix Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing City of Orange
1 2. INTRODUCTION
Summary Statement
A summary statement that demonstrates the proposer has a clear understanding of the City’s objectives and how it expects to address them.
The City has expressed interest in developing and implementing energy conservation, energy efficiency, energy generation, and energy-related capital improvement projects that are self-funding and require no upfront capital investment. Our approach to meeting the City’s objectives includes:
Conducting a preliminary city-wide Energy Master Plan and Investment Grade A
udit (IGA) at no cost
Implementing cost-effective energy conservation projects with no upfront costs Delivering long-term energy cost reductions that extend beyond final payment The City of Orange has already made substantial progress in improving energy efficiency, reducing costs, and enhancing resiliency through several completed initiatives. These include solar PV installations at three sites; upgrades to 9,500 streetlights, traffic signals, and underpass fixtures; LED conversions for street and traffic lighting; enhancements to City-owned water utility infrastructure; and conversion of 25% of water meters to AMI technology.
Below is a summary of our three primary takeaways from the City’s Project Goals (RFP Page 6), along with how Willdan, an ESCO certified by the United States Department of Energy (DOE), the National Association of Energy Service Companies (NAESCO), and the State of California Department of General Services (DGS ), will address them.
GOAL #1: Reduce Energy and O&M with Turnkey Projects that Replace Obsolete Equipment and Increase Performance WILLDAN’S APPROACH: Start with a no-cost Energy Master Plan to identify key energy conservation measures and needs.
Deliver end-to-end, no-upfront-cost solutions with cutting-edge technologies that upgrade outdated systems beyond like- for-like replacements to improve reliability while meeting California’s 40% by 2030 GHG reduction goals.
Our 42 years of experience with the City of Orange, including professional services for building and safety, sewer master planning, and traffic studies, gives us a holistic view of the City’s day-to-day operations and opportunities beyond the low- hanging fruit that traditional ESCO projects focus on. Our team of 856 California-based specialists and 12 licensed Professional Engineers identifies revenue-generating scopes (e.g., AMI water meters, lift stations, Battery Energy Storage System (BESS), transformers) and pairs them with capital investments (e.g., electric vehicle (EV) charging, building and fleet electrification, HVAC) to create self-financing projects without City capital. Experience that guides our work for the City includes:
$500M+ in California infrastructure modernization projects, including energy efficiency and renewables, since 2020. City of San Diego – $160M identified in LED streetlighting, building lighting, building electrification, HVAC, and roofin g needs with significant energy and operational savings over the life of the project (56 buildings in portfolio). City of Chino Hills — A $9M project that included transforming the public works building with advanced engineering, re-zoning the HVAC system with Variable Refrigerant Flow (VRF), integrating a BESS with solar for peak demand management, adding smart controls, and installing EV fleet charging infrastructure. This innovative redesign cut energy costs by 40%+ and achieved net-zero readiness.
IMPACT FOR CITY OF ORANGE: Beyond 1-for-1 replacements with cutting-edge solutions and expanded funding options.
City Solution Highlight: We will explore a greater range of energy efficiency measures (e.g., AI-optimized energy management, smart city funding, net-zero energy buildings, green infrastructure retrofits) and individualized funding options (e.g., accelerated water meter AMI conversion to save ~$7M more compared to a 15-year rollout).
City of Orange Goals
At-A-Glance
Projects with no capital funding:
Implement upgrades that are
fully paid for with guaranteed
utility cost reductions and
operational savings
Climate Action Plan is being
developed; goals include:
Align with California’s
statewide target of reducing
GHG emissions by 40% by 2030
Support the City’s hybrid
approach to its CAP, developed
with Chapman University, to
a
chieve long-term Greenhouse
Gas (GHG) emission reductions
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
2 City of Orange
GOAL #2: Improve Occupant Comfort and Safety, Community Enrichment, and Economic Development WILLDAN’S APPROACH: Our projects go beyond energy savings. We not only exceed regulatory codes but also find opportunities for safety and comfort improvements. Our dedicated engagement team focuses on the community and economy, including targeted programs such as our Clean Energy Academy for skills development and a business incubator supporting local entrepreneurs in sustainable ventures.
These projects should excel beyond typical ESCO energy outcomes. Energy upgrades also make public spaces safer and more comfortable environments that enrich communities and stimulate economic activity . Willdan’s experience includes:
Working with 95% of California cities (461 out of 481 incorporated cities and towns) to deliver professional services and/or turnkey projects, giving us insight into the needs cities face with mandates and the local climate . Occupant-centric design tools that prioritize measures which improve indoor air quality and thermal comfort, with targeted interventions boosting occupant satisfaction by 60%+.
IMPACT FOR CITY OF ORANGE: Prioritized occupant and community benefits in project design, ensuring every initiative contributes to lasting enrichment and growth within our master planning framework. Comfort and Safety: Integrate occupant-focused measures like smart ventilation systems and community solar programs, funded via economic development grants, to improve safety and align with emerging CAP. Willdan Clean Energy Academy: Offering a free, comprehensive training and education program to equip individuals with the skills needed for careers in energy efficiency, clean energy, and sustainability ( 1300+ graduates to-date). Local Business Incubator: Nurturing emerging clean energy enterprises and talent by offering free, advanced training i n energy efficiency, sustainability standards, energy auditing, software tools, certifications, and professional development (e.g., resume building). For the City of Orange, this incubator could impact 200+ community members with workforce training on Energy Conservation Measures (ECMs) like VFDs, smart irrigation, or solar maintenance.
Goal #3: Minimize Financial and Technical Risk to the City WILLDAN’S APPROACH: We use performance guarantees, transparent audits, and diversified financing to address the City’s highest priority buildings with no upfront capital cost.
Willdan uses a dedicated, in-house team of 8 accredited funding specialists and our 50+ partner network (including preferred/local providers) to exhaust all national, state, and local funding sources. Our expertise includes:
Utilizing extensive experience securing $3B+ in financing, incentives, and grants , evaluating all options, including PPA escalator risks against TELP’s (Tax Exempt Lease Purchase) ownership benefits to shield the City from financial burdens and technical uncertainties.
In comparable California municipal projects with the goal of no capital expenditures, we can reduce energy consumptio n by an average of 25-35% and typically craft turnkey projects that address $ 30M+ in infrastructure needs at no cost to the City.
IMPACT FOR CITY OF ORANGE: Reliable revenue streams, no upfront cost, and reduced O&M costs long term.
Key features of our approach to reducing financial and technical risks to the city include:
Financial Risk: Willdan maintains substantial bonding capacity — exceeding $500M aggregate through A-rated sureties like Liberty Mutual and Travelers — to cover performance, payment, and construction bonds for projects of this scale. Technical Risk: Willdan’s turnkey process assumes all technical risks, from the no-cost preliminary assessment and IGA to design, construction, commissioning, and ongoing performance monitoring. Our in-house team of licensed engineers (Class A and B in California) and partnerships with vetted subcontractors ensure compliance with codes, seamless integration with existing systems (e.g., solar at the Police Department or VFDs on wells), and minimal disruption.
Acknowledgement of City’s Standard Agreement
Acknowledge your firm will sign the City’s Standard Agreement for Consultant Services (attached).
Per the City of Orange’s request Willdan attests, upon selection as the City’s Turnkey Energy Conservation, Performance Contracting, and Power Purchasing Agreement Provider, that it will sign the City’s Standard Agreement for Consultant Services.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
3 City of Orange
3. COMPANY PROFILE
The proposer shall provide a general description of the firm, including a brief history and its experience in providing similar services as those requested in the RFQ/Proposal in relation to the City’s facility characteristics and project objectives.
Willdan has been a trusted advisor to California Cities for 57+ years, and has a deep understanding of the challenges they face. We deliver industry-leading energy and engineering solutions that have transformed government and commerce, with our teams completing $550M+ of successful projects with state and local governments.
Aspects of the Willdan advantage are detailed throughout our proposal and also summarized below:
Since our founding in California in the 1960s, we have worked with all 58 counties and 442 of the 483 incorporated cities in the State.
We have served the City of Orange for 42 years, providing financial analysis and engineering services.
Our revolutionary approach to project development includes reaching 100% design during the IGA, while traditional ESCOs typically utilize a conceptual (30% or less) design to establish pricing. This reduces the City’s project risk by avoiding inherent price inflation needed to cover the ESCO’s risk due to incomplete information.
We think outside of the box and create master-planning approaches for our projects so that any City investment in energy conservation and efficiency not only saves energy and reduces utility costs in the short term but also contributes to bringing the City’s facilities into compliance with local and state carbon emissions regulations and other requirements.
We will creatively leverage all of our regional partnerships to create the most cost -effective program for the City, including all utility incentive and grants programs. We stamp our own drawings and keep all mechanical, electrical, plumbing, civil, utility, and energy engineering in-house.
Our team is fully committed to:
Engaging local subcontractors and Disadvantaged Business Enterprises (DBEs) to construct projects.
Working with local school districts and colleges to provide educational opportunities wherever possible.
Providing project updates and communication to stakeholders and the community, including city council meetings, a groundbreaking ceremony, and other marketing and press-related events.
Proof Willdan meets Minimum Requirements
As requested by the City, Willdan Group Inc. (“Willdan”) attests that we:
As mentioned in Section 2. Introduction, are accredited by NAESCO and included on the U.S, Department of Energy’s (DOE) Qualified List of Energy Service Companies; Have successfully implemented significantly more than five (5) energy performance contracts and power purchasing agreements for public sector clients in the last five (5) years; Hold an active Class A – General Engineering and Class C10 – Electrical licenses (held by Willdan Energy Solutions, a wholly-owned subsidiary), and a Class B – General Building (held by Willdan Engineering, an wholly-owned subsidiary) Contractor’s license in the State of California Have not filed for bankruptcy under any business name over the past five (5) years. Have provided a Bonding Statement, as a separate attachment along with our submittal, from our Surety Company (rated A- or better) attesting to our bonding capacity, and Carry all the required licenses in accordance with the City Orange requirements.
Willdan has saved our clients:
7,800+ GWh
1,600+ MW of electricity
110M therms of natural gas
2.6B gallons of water
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
4 City of Orange
a. ESCO in the State of California
The City will only consider submittals from ESCOs whose proposed team can demonstrate the following background and capabilities:
A long term, well established ESCO in the State of California; Willdan Energy Solutions (“Willdan”) is a leading ESCO with California roots and a national reach.
Willdan achieved $1.1B+ in revenue over the past three
years, providing energy audits, engineering services, and project implementation to clients across the country. Our solutions and services include investment-grade audits, incentive applications, energy reporting, and project
implementation related to smart lighting, HVAC, solar, wind, battery storage, wastewater treatment facilities, and more for municipalities.
Willdan’s energy expertise goes well beyond traditional performance contracting projects; we provide unique
capabilities to ensure the City’s energy program delivers maximum value:
IGA Approach: We go beyond just capturing ‘low-hanging
fruit’ or addressing immediate needs – instead delivering a comprehensive strategy that incorporates energy
opportunities, capital improvement plans, climate action plans, and other community initiatives. We ensure the
energy program we deliver advances the City’s goals and maximizes long-term value.
Enhanced Engineering to Reduce Costs and Risks: Willdan’s upfront engineering and design go far beyond competitor offerings. Where other ESCOs inflate costs to hedge for unknowns, we dive in to create certainty. Our enhanced
project development enables heightened confidence, lower costs, greater savings, and decreased risk.
Dedicated to Serving CA Public Agencies: Since our founding in 1964, we’ve focused on providing high-quality services to California’s public agencies. We have experience serving all 58 California counties , as well as 91% of the incorporated cities, including 24+ years of service to the City of Orange. Our depth of experience with public agencies is unparalleled and will result in a superior service for the City.
Utility Incentive Program Implementers: Willdan is trusted by the largest utilities in the country to create and deliver efficiency and electrification programs to their customers. We bring an unmatched understanding of how to partner with utilities in order to maximize the incentives for the City’s energy projects.
Fleet Electrification Experts: Willdan can leverage our experience of crafting fleet electrification and electric vehicle charging infrastructure strategies for 40+ public agencies to ensure the City’s energy program comprehensively addresses vehicle and facility energy use. Our fleet electrification experts will ensure the energy program keeps the City ahead of regulations and on the optimal road to carbon-neutral transportation.
Carbon Reduction Strategy Pioneers: Willdan also helps utilities, regulators, policy makers, private companies, and local government agencies make the best strategic decisions possible as they implement new public policies, respond to technological advances, and address shifting stakeholders expectations.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
5 City of Orange
Because Willdan works with clients from all sectors of the electricity industry, we provide a 360-degree understanding of markets, planning, policy, regulation, and environmental factors. Just as important, we are committed to delivering clear, unbiased analyses that help clients make informed decisions.
We have successfully delivered high-quality projects to 442 of the 482 cities in California, providing high performance to our municipal clients for 60+ years. We understand that while the City will promote sustainability with the projects, maximizing energy efficiency will minimize expenses and deliver bottom- line operational cost savings on an annual basis. Headquartered in Anaheim, Willdan has offices strategically located throughout California. Willdan also has more than 80 California-licensed professional engineers and architects in 14 offices across the state, all with proven professional records on simple to complex energy savings projects. While many of our competitors must engage the services of third parties for engineering expertise on an as -needed basis, our approach is built on the belief that there is a direct correlation between the amount of up -front engineering investment and the successful outcome of a project.
Willdan is the third largest provider of ENERGY STAR Web Services, having benchmarked 15,000+ properties in the last 12 months. We have calculated ENERGY STAR scores for 8,000+ buildings and field verify energy efficiency measures in 500+ projects per year to help customers achieve the ENERGY STAR label. Willdan has 50+ LEED-accredited professionals who have evaluated and designed projects using sustainability requirements nationwide.
We calculate emissions reductions on 800 new construction projects per year using Net Energy Optimizer (NEO), our in-house energy modeling software. This can also be done for existing buildings. In addition, we show potential emissions savings on 20,000+ buildings in our B3 Benchmarking system. With B3, we have incorporated regional emissions factors and can enter area-specific factors to calculate emissions reductions. Willdan has successfully implemented 80+ comprehensive energy efficiency projects in the last five years, similar in scope to that envisioned by the City.
b. Implementation of Comprehensive Projects
Implementation of comprehensive energy conservation measure on public works projects such as Water/Waste Water Districts, County, and Municipal facilities;
With over 25 years of experience performing similar services for municipal governments, we have completed more than $550M of successful projects with California state and local governments. These include the hundreds of cities like South Lake Tahoe, Dublin, Chino Hills, Paramount, Fillmore, Fairview, San Diego; the California DGS; and the California Transportation Agency (CALTRANS).
Per the City’s request, more information on these projects can be found in Section 5. Prior Related Experience and Competence.
c. Utility Company Incentive Experience
Experience in procuring utility company incentives;
Willdan is trusted by the largest utilities in the country to create and deliver efficiency and electrification programs to their customers.
We bring an unmatched understanding of how to partner with utilities in order to maximize the incentives for the City’s energy projects. Willdan has implemented over 70 utility EE programs and served more than 210,000 customers nationwide, providing over $250M in rebates for our municipal customers in CA and $1.4B total nationwide.
Relevance to City of Orange
Willdan's deep utility partnerships—
particularly with Southern California
Edison (SCE)—will maximize incentives
and rebates for your energy projects,
including solar expansions, LED upgrades,
and water efficiency measures.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
6 City of Orange
To date, Willdan has secured $2B+ in project financing for our customers utilizing many financial vehicles as shown below. Willdan Financial Services works closely with our customers to identify the best options to evaluate as part of our detailed Investment Grade Audit.
In California, for example, we have supported utilities, state agencies, and the market operator in developing the infrastructure, programs, and plans that will realize the State’s goal of meeting a 50% renewable portfolio standard by 2030. In New York, we are advising state agencies and regulators about how to implement clean energy policy with an emphasis on customer incentives and markets. In Hawai‘i, we are helping the utility achieve the state’s goal of 100% renewable energy in the most reliable, least expensive way. d. ESPC Project Experience
Planning of a minimum of five (5) projects for energy savings performance contracting in the past five (5) years; Willdan has successfully implemented over 40 comprehensive energy efficiency projects in the last five years similar in scope to that envisioned by the City. A sampling is shown below; a longer list and subsequent references for three (3) projects are provided in Section 5. Prior Related Experience and Competence. e. Team of California Licensed Engineers
Ability to provide a team of California licensed mechanical, electrical, structural, and civil engineers as may be necessary; Willdan has more than 80 California-licensed professional engineers and architects in 14 offices in the state, all with proven professional records on simple to complex energy savings projects. While many of our competitors must engage the services of third parties for engineering expertise on an as-needed basis, our approach is built upon the belief that there is a direct correlation between the amount of up -front engineering investment that is made and the successful outcome of a project.
California-licensed engineers on staff include the following:
Aaron Buys, PE
Mechanical Engineering Lead
License No. 39204
Shane Maddox, PE
Electrical Engineering Lead
License No. 25108
Jeff Lau, PE
Civil Engineering Lead
License No. 83887
Tom Muñoz, PE
Mechanical Engineering Lead
License No. 30635
Ben Laboy, PE
Mechanical Engineering
License No. 40619
Jamie Gustafson, PE
Mechanical Engineering
License No. 41641
Jeff Lau, PE
Civil and Traffic Engineering
License Nos. 2835 and 83887
Aaron Etzkorn, PE
Mechanical Engineering
License No.38889
Bryan Rossi, PE
Mechanical Engineering
License No. 40307
Eddie Sladek, PE
Mechanical Engineering
License No. 36321
Afsheen Mashayekhi, PE
Mechanical Engineering
License No. 34007
Raymond Cun, PE
Mechanical Engineering
License No. 41390
Project Name City & State Project
Size ($) Project Scope/ Measures Status
City of San Diego San Diego, CA $150M+ Lighting, HVAC, PV, roofing, streetlighting upgrades, BESS, water conservation, EV charging
2027 estimated
construction comp.
City of Fillmore Fillmore, CA $5.2M System-wide AMI upgrade with new ultrasonic meters and Customer Experience Portal
Completed in Q1
2025
City of Dublin Dublin, CA $22M HVAC, BAS, PV, BESS, microgrids, EV charging, LED lighting
Multiple phases
starting 2021
City of Chino Hills Chino Hills, CA $12.5M PV, BESS, microgrids, EV, HVAC, LED lighting Phase I Complete; Phase II Ongoing
CA DGS - Elihu Harris Oakland, CA $11.7M LED lighting, air duct sealing, BAS and access controls, HVAC measures
Project complete
2021
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
7 City of Orange
f. Experience Retrofitting Water Entities Infrastructure Demonstrated experience in retrofitting water entities infrastructure to reduce energy consumption; Willdan’s water system specialists have deep experience retrofitting water and wastewater infrastructure to enhance operational efficiency and reduce energy use across multiple jurisdictions. Our approach blends advanced controls, smart metering technologies, and ESPC to deliver measurable results – while also supporting critical capital improvement projects (CIP) by using ESPC in intelligent, budget -neutral ways. By aligning performance- based savings with infrastructure priorities, we help agencies accelerate urgent upgrades without waiting for traditional funding cycles.
PROJECT PROJECT OVERVIEW
Irvine Ranch Water
District, CA
Infrastructure Efficiency
Upgrades
Willdan supported infrastructure modernization efforts, integrating energy-efficient solutions and smart technologies to optimize water system performance, reduce energy consumption, and extend asset life. Using our proprietary B3 benchmarking and analysis tool, we identified high- impact efficiency measures that aligned with IRWD’s operational priorities and capital planning goals – ensuring targeted investments that maximized both energy savings and system resilience.
City of Fillmore, CA
Smart Water AMI
Upgrade
Willdan deployed a citywide AMI system with integrated real-time dashboards, leak alerts, and hourly consumption data. These enhancements enabled 24/7 oversight, significantly reduced water loss, and supported energy savings by optimizing pumping schedules and operational response.
City of Camas, WA
Wastewater Plant
ESPC Project
Willdan implemented controls upgrades and programming on specific VFDs and UV disinfection equipment, which resulted in improved blower control, reliable UV system operation, extended equipment life, as well as energy and maintenance cost savings.
King County, WA
West Point WWTP
Willdan performed equipment upgrades & optimization, LED lighting upgrade with advanced controls
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
8 City of Orange
g. Experience with Power Purchasing Agreements (PPAs)
Experience with Power Purchasing Agreements.
Willdan brings extensive expertise in structuring and implementing Power Purchasing Agreements (PPAs) to deliver renewable energy solutions that minimize upfront costs and lock in long -term savings for municipalities. Over the last 15 years, we have secured $3B+ in financing, incentives, and grants for our customers, enabling the deployment of solar and other clean energy projects through innovative third- party arrangements. Our dedicated Willdan Financial Services division, comprised of municipal financing specialists, excels in navigating complex funding landscapes to optimize outcomes for public sector clients like the City of Orange.
For this project, our team will conduct a thorough evaluation of all viable financing options tailored to the City's needs, including PPAs; Tax-Exempt Lease Purchases (TELP); municipal bonds; and a comprehensive pursuit of federal, state, and utility grants and incentives (e.g., through programs like the Inflation Reduction Act and Southern California Edison rebates). This holistic approach ensures the City achieves maximum value—such as predictable, below-market energy rates via PPAs—while aligning with your goals of energy cost reductions, resiliency enhancements, and zero capital outlay. Our track record includes successful PPAs for similar California cities, resulting in millions in annual savings and reduced operational risks, all backed by performance guarantees and transparent measurement protocols.
h. Experience in Design and Installation of Photovoltaic (PV) Systems Demonstrated experience in the design and installation of photovoltaic systems at Municipal facilities to reduce energy consumption; Willdan has delivered over 100MW of solar PV projects for municipal clients, including 1.2MW for the City of Dublin, 2.3MW for Paramount USD, and a 1MW ground mount system for the City of Turlock. Systems were sized to maximum utility cost savings, accounting for forecasted baseline decreases from other measures or baseline increases from future EV loads or building expansions.
During the preliminary assessment and Investment Grade Audit (IGA), Willdan analyzes the existing electricity consumption, evaluates opportunities to maximize land use, and develops schematic solar PV layouts that show the location and system size of the arrays.
Willdan’s combination of expertise in the analysis, design, procurement and installation of fully integrated solar PV makes us ideally suited to design, procure and construct solar on behalf of the City. Highlights of our past experience with this technology includes:
8+ years experience installing and operating solar systems Completion of PV system designs for 230+ sites
Willdan provides the full suite of services necessary to successfully identify and deliver renewable generation and projects for the City, including:
Systems analysis and solution identification
Interconnection application assistance
Full in-house design & engineering solutions
Competitive and transparent procurement of equipment and trade services Construction management & field supervision
Commissioning & Measurement and Verification (M&V)
Ongoing operations and maintenance support (O&M)
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
9 City of Orange
i. Experience Integrating New PV with Existing Monitoring Systems Demonstrated experience in integrating new photovoltaic systems to work with existing monitoring systems at Municipal facilities; Willdan regularly integrates solar PV and other monitoring systems such as BESS and microgrid controllers, including for the City of Dublin. For the City of Dublin, Willdan added solar PV to sites with existing solar PV and intentionally kept the new solar PV data acquisition systems separate, so production of new systems could be accurately tracked for our M&V guarantee.
j. Familiarity with Recent CPUC Rulings
Familiarity with recent CPUC rulings regarding California’s Net Energy Metering (NEM) program and have resources to provide the proper assessment and application submittal before deadlines.
Willdan is a trusted policy advisor to the CEC and CPUC. For our end- user clients, as part of the master planning analysis our teams will do a rigorous analysis of the existing utility supply tariffs, time -of-use and various other strategies and methods to look at improving utility costs for our clients.
Willdan demonstrates deep familiarity with recent CPUC rulings on California's Net Energy Metering (NEM) program, ensuring compliance and optimization for the City of Orange's solar initiatives. We are well -versed in the transition from NEM 2.0 to the Net Billing Tariff (NBT, commonly referred to as NEM 3.0) established by CPUC Decision D.22-12-056 in December 2022, which took effect for new interconnections on April 15, 2023, reducing export compensation to avoided cost rates while incentivizing paired sto rage. Subsequent rulings include D.23-11- 068 in November 2023, introducing the Virtual Net Billing Tariff (VNBT) and aggregation subtariff effective February 14, 2024, alongside enhanced consumer protections and prevailing wage requirements under AB 2143.
We are also closely monitoring the ongoing California Supreme Court case challenging NEM 3.0's legality —oral arguments were heard on June 4, 2025, with a decision pending as of July 2025— which could impact future compensation structures and deployment strategies. Our Willdan Financial Services division, staffed with municipal financing experts, provides dedicated resources for comprehensive assessments, including site -specific solar feasibility studies, export credit projections, and interconnection applica tions. We handle all submittals to utilities like Southern California Edison before critical deadlines, leveraging our track record of securing $3B+ in financing, incentives, and grants to maximize rebates under programs like the Inflation Reduction Act while mitigating risks from regulatory shifts.
k. Commitment Team will Perform Energy Services Contract Contractually commit that the team defined in the qualification statement will perform on this energy services contract should it be chosen.
Willdan is prepared to contractually commit to this team to perform the requested services. Should the City or Willdan request new or replacement team members, any changes would be made with the City’s approval. l. Financial Capacity of Firm
Financial capacity of the firm including the disclosure of any bankruptcies, pending litigation, mergers, or office closures which might impede Proposer’s ability to complete the contract.
Willdan’s financial health is strong, and as a 60+-year-old publicly traded company our financials are transparent, audited and published quarterly. For the 12 months ending in June 2024 the company has generated $51 M in Adjusted EBITDA and $48M in cash flow from operations on $550M of revenue. Our balance sheet is supported by a five-member bank syndication providing $100M in term loans plus an additional $50M line of credit under which there were no borrowings and thus was fully available. Our cash balanc e at quarter end was $44M. Our integrated financial management systems provide us the tools to manage cash flows and financial performance over more than 2,000 active projects in our system, and many of those projects include multiple thousands of individual Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
10 City of Orange
customer installations under a single utility or municipal contract. Willdan has the financial wherewithal to effectively and efficiently handle the volume of projects you expect to produce.
Willdan has no bankruptcies, pending litigation, mergers, or office closures that might impede its ability to complete the contract with the City of Orange.
m. Capabilities, Experience, and Approach
Describe your firm’s capabilities, experience, and approach to preparing energy assessments and implementing projects for similar agencies.
Included shall be a description of at least five (5) design-build energy projects of similar or greater complexity or power purchasing agreements that your firm has completed within the past five (5) years. Include the following information:
i. Project description (include types of energy and other conservation measures) and ii. Project size (total implementation cost)
Willdan has proven experience developing energy assessments and implementing energy for cities, counties and school districts across California.
The City has ambitious energy conservation, efficiency, and generation goals; making them a reality will require:
1. Aligning future investments with a long-term vision
2. Securing all available funding to maximize scope and minimize capital expenditures, and
3. Engaging the services of an experienced and effective partner with creative solutions and a comprehensive approach customized to the City’s needs.
To meet your energy and operational reduction goals, the City needs a partner that transcends typical ESCOs and the usual, basic approach to energy assessments, project identification, and implementation.
Willdan was founded as a one-stop shop for our municipal clients and continues to operate as much more than your basic ESCO, combining leading energy services, implementation of utility efficiency and electrification programs, municipal engineering, and the financial services of one of the largest municipal providers in th e country under one umbrella.
Capabilities, Experience and Approach to Preparing Energy Assessments The development of an IGA typically begins with several meetings with the owner to become familiar with their buildings, pain points, facility and financial goals, funding criteria, timing, desired measures, etc. Based on these meetings, we move forward into a preliminary master planning effort (ASHRAE Level II). The comprehensive master plan is our first opportunity to begin identifying, prioritizing and refining the scopes aligning with client goals and other requirements. All financial estimates, cash flows, funding sources and other decision-making metrics are included in this effort. This is the foundational “Road Map” and is the basis for moving forward with a more targeted IGA and design effort. The IGA is directed by input from the individual owner and is considered a “design process;” it is not a comprehensive, a-la-cart option to choose from at the end of the effort. Those tasks and refinements have already happened in the master planning effort; therefore, the IGA is a 30-60-90 design process. Numerous collaborative meetings with the District and full design before competitive bidding are cornerstone to Willdan’s IGA process. More detailed design leads to less risk for all parties and lower, more accurate bids from subcontractors.
Capabilities, Experience, and Approach to Implementing Projects Willdan’s approach to project implementation revolves around diligently managing the scope, schedule, budget, and customer expectations to successfully complete every project. We employ business strategies to manage project delivery: careful and complete documentation of the scope, schedule, and budget; frequent dialog with the customer to manage expectations (and documentation of those conversations); weekly review of progress and prioritization of additional resources if needed; allowing ample time for qu ality control; and personal presentation of all progress and final submittals.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
11 City of Orange
Site supervision is key to the success of our projects. The allocation of site supervision is dependent on project scope and size. The more complex the scope or larger the project size, the more site supervision is required to maintain project schedule and financial responsibility. All our projects have on-site supervision while construction activities are happening.
As each project approaches closeout, O&M Manuals and commissioning reports are provided to the owner. The manuals include all applicable technical, maintenance, and warranty information for the systems and equipment installed. Key contacts with major subcontractors and equipment suppliers are included, although Willdan is the customer’s first contact for warranty issues. Commissioning reports will reflect the verification of proper system operation, with any system deficiencies noted and documented as punch list items to be resolved prior to project close out. Commissioning reports are then updated with the final corrected system parameters or modifications to prove proper system operation.
Once the Willdan team and preferred existing OUSD commissioning partner have ensured successful commissioning of the installed systems and the project has a Notice of Commencement of Energy Savings Date, M&V commences. The M&V engineer monitors utility usage monthly through construction and the M&V period and provides regular updates to OUSD. If any of the utility data reports an irregularity, the Operations Team connects to the system remotely or comes on site at the project location for closer review. Upo n anniversary of the Annual M&V, an M&V report is issued to OUSD. This protocol is maintained throughout the M&V contract duration. Your satisfaction with your energy project investment is our priority.
Further information on our approach to preparing energy assessments and the implementation of those projects can be found in Section 6. Execution Plan.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
i
City of Orange
i. Project Description (Types of Energy and Other Conservation Measures) ii. Project Size (Total Implementation Cost)
Table 1. Willdan’s Recent Relevant Projects
Customer Name
Contract Dates i. Project Description ii. Project
Size Relevance to City of Orange
City of San Diego, CA
2023-Present
Multi-phase ESPC project including building
and sport lighting, HVAC, roofing, ASHP
block heaters, PV+BESS, pool heating
electrification, VFD pool pump, onsite
chlorination, water conservation upgrades,
DHW electrification, kitchen electrification,
transformers, plug load controllers, laundry
electrification and advanced streetlighting
upgrades
$150M+ City-wide project to meet EE, water
conservation, address deferred
maintenance, regulatory, and
decarbonization goals
City of Dublin, CA
2019-Present
Multi-phase design-build energy savings
project including HVAC, building/ energy
management, solar PV, BES systems,
microgrids, EV charging, and LEDs with
advanced controls
$22M City-wide project to meet EE,
regulatory, and decarbonization
goals
California DGS
2019-Present
ESPC project across three facilities in Los
Angeles, San Diego, and Oakland including
HVAC, central plant upgrades, LEDs with
advanced controls, plumbing retrofits,
microgrids, RCx, and DDC controls
$12M Comprehensive turnkey EPC project
delivery for large municipal office
buildings
City of Fairfield, CA
2020-Present
Fleet electrification support for 250+ light,
medium, and heavy-duty municipal fleet
vehicles, including vehicle procurement, EV
charging infrastructure, and DER integration;
secured $12.4M in FTA funding
Project including City administration center
central plant upgrade, City Hall RTU overhaul,
city-wide solar PV, LED lighting, roofing, and
HVAC upgrades
$22M Comprehensive turnkey project
delivery for municipal facilities;
municipal fleet electrification
support
Paramount USD, CA
2024-Present
2.3MW of solar PV and 44 electric vehicle
chargers across 11 district sites
$17.7M Districtwide solar PV and EV
chargers
Escondido USD, CA
2021-Present
Complex ESPC project scope across 11
facilities with efficiency upgrades combined
with solar PV, and EV charging infrastructure
$19M Leveraged project savings with
multiple outside funding sources to
pay for the project and achieve net
positive cashflow
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
ii
City of Orange
Customer Name
Contract Dates i. Project Description ii. Project
Size Relevance to City of Orange
Yosemite USD, CA
2022-Present
District-wide energy and facility upgrades
include district-wide solar PV, EV charging
infrastructure, bus electrification, emergency
lighting, and HVAC controls
$7.53M Leveraged project savings with
multiple outside funding sources to
pay for the project and achieve net
positive cashflow
CalTrans District 1, CA
2023-Present
ESPC project. Scope of work includes: full
HVAC replacing existing gas-fired boiler plant
with air-to-water heat pump; upgrade of
building automation system (BAS); complete
LED lighting ; replacement of all original
windows; installation of new 480-volt, 3-
phase electrical; full decarbonization of the
facility for regular operations; major
electrical infrastructure upgrade to support
expansion of EVCS and electrification;
replacement of existing single pane windows
with double panes; and LED Lighting and
lighting controls
$11.1M This project will achieve a net
energy savings, even while adding
mechanical cooling to the building
(where no previous comfort cooling
systems existed). Additionally, the
project reduces GHG emissions by
89% from the baseline, with plans
for Caltrans to offset emissions fully
in the future using additional solar
PV and/or RECs.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
iii
City of Orange
4. MANAGEMENT AND STAFFING
List the roles, responsibilities and hourly pay rates of the individuals who will be directly involved with the project, including the Project Manager, that will be the primary contact with City staff and any subcontractors, and provide their individual resumes.
Roles, Responsibilities, and Hourly Pay Rates
The team proposed for the City of Orange’s Energy Performance Contract (EPC) or Power Purchase Agreement (PPA) is comprised of highly credentialed, experienced, in-house professionals that to deliver all engineering, construction management, commissioning, and M&V services. A table introducing the individuals proposed is provided on the pages immediately following.
All work will be performed from our California offices, with a focus on providing services from our local Anaheim headquarters.
Table 2. Management and Staffing
Key Staff Relevant Experience Education, Skills, Pay Rate
David Daniel
Executive Oversight
21 years of experience with energy services and
solutions, account management, and project
development.
Project experience includes the City of San Diego, Clark County School District, State of California Facilities – Statewide, City of Southlake Tahoe and the City of
Dublin.
BS, Chemical Engineering,
Syracuse University, NY
MA, Architecture and
Environmental Studies,
NewSchool of Architecture
Carolyn Kiesner, CEM
Program Oversight
14 years of experience with successful energy and
infrastructure project engineering, implementation,
M&V, contracting, and financing.
Completed $275M in energy upgrade projects for 22+
California public agencies and districts, including the City of San Diego, City of Chino Hills, City of Fairfield, Paramount USD, Sonoma County and Escondido USD.
BS, Mechanical Engineering,
Northern Illinois University,
Dekalb, IL
Certified Energy Manager
Colton Gorman
Program Manager
14 years of experience with contributions to the
implementation of over $100M in turnkey energy
efficiency contracts.
Special focus on working with smaller or remote
community customers.
Project experience includes the City of Paramount, the City of Chino Hills, the City of San Diego, Paramount
USD, Escondido USD, and Azusa USD.
BS, Mechanical Engineering,
University of Hawaii at Manoa
Certified Energy Manager
(CEM)
Certified Building
Commissioning Professional
(CBPCP)
Thomas Muñoz, PE
Project Development
Director
31 years of experience in energy efficiency and project management, including building energy management
and DERs, with a focus on decarbonization and
resilience.
Project experience includes the Cities of San Diego,
South Lake Tahoe, Brisbane, Imperial Beach, and
Vallejo.
MS, Mechanical Engineering,
California State University
CA Licensed Professional
Engineer (Mechanical)
Hourly Pay Rate: $195
Hourly Pay Rate: N/A, Overhead
Hourly Pay Rate: N/A, Overhead
Hourly Pay Rate: N/A, Overhead
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
iv
City of Orange
Key Staff Relevant Experience Education, Skills, Pay Rate
Ben Laboy, PE
Lead DER Engineer
8 years of experience with solar PV and battery storage deployments in the public sector.
Project experience includes the development of PV and BESS projects for Dublin and San Fernando, as well as
microgrid projects for Culver City, Eureka USD, and the Golden Empire Transit District.
MS, Earth Systems,
Concentration in Energy
Efficiency, Stanford University
CA Licensed Professional
Engineer (Mechanical)
Tyrone Peter
Civil Engineering Lead
17 years of experience managing multi-discipline, multi- agency infrastructure projects, ensuring on-time and
within budget delivery.
Expertise spans highway design, street improvements,
light rail, flood control, and water and sewer projects. He has led feasibility studies, project reports, construction documents, and inspections while effectively managing
large teams and subconsultants.
Project experience includes the City of Lynnwood, CA, Golden State Water – the City of Lakewood, CA, and the
City of Elk Grove.
BS, Engineering and Civil
Engineering, Tamil Nadu College
of Engineering
Civil Engineering, Murugappa
Polytechnic
CA Licensed Professional
Engineer (Civil): 81888
Taylor Briglio
Clean Mobility Manager
7 years of experience.
Leads Willdan’s EV-related work, including fleet
electrification planning and implementation,
infrastructure development and construction, and the
integration of infrastructure into turnkey energy
efficiency and renewable generation projects.
Project experience includes the City of Fairfield Transit and Municipal Fleet Electrification projects, the City of Inglewood, Madera County, and the City of Camarillo.
MS, Bren School of
Environmental Science and
Management - UC Santa Barbara
BS, Environmental Science, UCLA
Bryan Rossi
Mechanical Design
Engineer
8 years of experience developing energy projects,
focusing on both mechanical engineering design and
project management.
Has worked with educational, institutional, and public and private sector facilities in various capacities,
including performing 100 Level II and III energy audits and developing 40+ detailed building energy models.
Project experience includes Multiple buildings for Cisco and the California Energy Commission.
MS, BS, Mechanical Engineering,
Binghamton University
CA Licensed Professional
Engineer (Mechanical): 40307
Sripad Kamdadai
Energy Engineer
6 years of experience in the development of solar PV, BESS, and EV infrastructure network programs and
projects.
Additional experience in demand response,
sustainability, battery design, and other renewable
energy projects.
Project experience includes the Cities of Fairfield Transit and Municipal Fleet projects, The Cities of Chino Hills, San Diego & Inglewood, Escondido USD, Evergreen
Public Schools, Biddeford-Saco-Old Orchard Beach
Transit Office, and Washington State Department of
Ecology.
MS, Mechanical Engineering
(Energy Conversion), University
of Southern California
BE, Mechanical Engineering,
Anna University, India
LEED AP, Neighborhood
Development (ND)
Hourly Pay Rate: $145
Hourly Pay Rate: $145
Hourly Pay Rate: $145
Hourly Pay Rate: $145
Hourly Pay Rate: $145
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
v
City of Orange
Key Staff Relevant Experience Education, Skills, Pay Rate
Jamie Gustafson, PE
Mechanical Engineer
8 years of experience in the development and
implementation of energy efficiency, electrification, EV infrastructure, and renewables.
Project experience includes Yosemite National Park and the Cities of San Diego, Vallejo, and Dublin, as well as EV charging infrastructure for the Cities of Inglewood
and Dinuba.
BS, Mechanical Engineering,
Jacobs School of Engineering, UC
San Diego
CA Licensed Professional
Engineer (Mechanical)
CEM
Scott Griffith, LEED GA
Water Specialist
36 years of experience delivering innovative water
conservation solutions.
Utilizes state-of-the-art data analytics to improve water systems performance, optimizing AMR to AMI
transitions, and implementing SMART SCADA and
integrating the billing systems.
Project experience includes 80+ water and wastewater
projects, including the City of Paramount, the City of
Fillmore, the City of Chino, Dublin San Ramon Service
District, Padre Dan Municipal Water District, Elsinore
Valley Municipal Water District, and the City of Vallejo. BA, Architecture, Georgia
Institute of Technology
BVA, Design & Material
Sciences, Georgia State
University
International Business Studies,
University of Hong Kong
LEED Green Associate
Chris Gaddy
AMI Developer
15 years of project development experience and 8 years of AMI experience.
Leads project development and manages
implementation, commissioning and billing integration
for new metering and AMI-specific efforts.
Project experience includes the turnkey delivery of
$15M+ in AMI projects and projects with the Cities of
Fillmore, Irvine Ranch Water District, Paramount, and
Monte Vista.
BS, Texas Christian University
AWWA Member
ASHRAE Associate Member
Esam Rostom
Director of Construction
27 years of construction experience in turnkey design- build construction management.
Manages construction personnel, constructability,
subcontractors, project controls, and quality.
Project experience includes the implementation of
$450M in design-build construction projects.
BA, Marketing, California State
University Northridge
Associate DBIA Professional
Mark Effinger
Director of
Commissioning and M&V
18 years of experience in commissioning and M&V to
ensure high-quality project delivery.
Project experience includes 100+ commissioning and
energy audit projects covering 35M+ square feet of
facilities for municipal, healthcare, large office,
multifamily, education, retail, and stadiums.
MS, Mechanical Engineering, UC
Irvine
Bachelor of Mechanical
Engineering, UC Irvine
CMVP, CEA, and CCP
Hourly Pay Rate: $125
Hourly Pay Rate: $195
Hourly Pay Rate: $135
Hourly Pay Rate: $145
Hourly Pay Rate: $145
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
vi
City of Orange
Key Staff Relevant Experience Education, Skills, Pay Rate Marcey Crowell
Community Engagement
Manager – MBE/WBE
Liaison
16 years of experience supporting diversity, equity,
inclusion (DEI), and community engagement on public
projects.
Project experience includes the Cities o f San Diego, Chino Hills, Fillmore, South Lake Tahoe, Fairfield, and Dublin, alongside the development and support of
Willdan’s Vendor Diversity program. Also, organized a
district-wide STEM outreach event for Clark County
School District teachers, featuring hands-on workshops
and lesson plans.
Procore certified
Annie Mikkelson
Marketing/Entity
Contact
10 years of experience in the AEC industry.
Specializes i n the community development,
engagement, marketing, and communications functions
of client projects.
At-L arge Board Member and Outreach Committee
Chair for Association for Learning Environments (A4LE)
Rocky Mountain Chapter, leading efforts to engage K-
12 stakeholders, expand membership, and promote the
organization’s mission of fostering innovative, student - centered learning environments.
Project ex perience includes the Yosemite USD STEM
and Flip the Switch event and the Dreamer’s Camp in
Kern County.
BA, Communications,
University of Colorado
LEED Green Associate
Juliette Brown
Client Engagement &
Marketing Manager
27 years of experience coordinating customer events
and community engagement activities, including
PR/networking events.
Manages the development of proposals, marketing
collateral, press releases, and other promotional
materials.
Project ex perience includes Kern County STEM Fair,
Yosemite USD STEM event and Flip the Switch,
Montecito USD Living Lab dedication, Columbia
County – John Gumm historical building ribbon
cutting, and the Southern California Edison (SCE) 540
MW BESS project.
BA, English, Studio Arts, and
German, Western Washington
University, Bellingham, WA
Six Sigma Green Belt
Individual Resumes
Per the City’s request, project resumes for the individuals identified in the section above are provided in Appendix A.
Hourly Pay Rate: N/A, Overhead
Hourly Pay Rate: N/A, Overhead
Hourly Pay Rate: N/A, Overhead
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
12 City of Orange
5. PRIOR RELATED EXPERIENCE AND COMPETENCE
The successful Proposer shall be skilled and regularly engaged in the general class or type of work called for under the Contract and also have no less than five (5) years of experience in the magnitude and character of the work proposed. It is the intention of the City to award a contract to a Proposer who furnishes the satisfactory evidence that they have the requisite experience, ability, sufficient capital, and facilities to enable them to perform the work successfully and properly, and to complete it within the time specified in the Contract. To determine the degree of responsibility to be credited to the Proposer, the City will weigh any evidence that the Proposer has performed satisfactorily on other contracts of like nature, magnitude, and comparable difficulty.
As introduced in previous sections, Willdan has been providing our municipal clients with work scopes similar in magnitude and character to the work envisioned by the City for over 35 years . We’ve completed hundreds of energy projects with public agencies nationwide and have the experience and capabilities to successfully deliver all the services required for the City’s Energy Conservation, Performance Contracting, and Power Purchasing Agreements program(s).
As an added benefit, Willdan’s strategic partner, E Source, brings additional expertise particularly in Advanced Meter Infrastructure (AMI), including recent deployments of Neptune meters and fixed-based AMI – the exact technology that the Orange water department is currently deploying.
List of Representative Projects
Proposer must provide a list of representative projects of similar scope and nature performed within the last five (5) years, particularly projects for other local government agencies. Projects should include both Guaranteed and Shared Savings contracts if available. Include a contact person for each representative project listed.
In the last five years, Willdan has completed $550M of turnkey projects with state and local governments in California. Below, we have provided a matrix including scope overviews for local energy projects we feel best demonstrate our experience in line with the City’s request.
The table provided on the pages immediately following provides information on representative projects of similar scope and nature performed for other local government agencies by members of the Willdan Team.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
vii
City of Orange
Table 3. Representative Projects, Willdan Team
Utility Program
Management Services
Energy
Distribution &
Supply
Design
Install
Maintain
County of San Mateo Strategic Energy Master Plan Consulting ✓ ✓ ✓ Merced County Consulting Contract to Develop Region-Wide EV Infrastructure Plan ✓ ✓ ✓
County of Madera Consulting Contract to Develop Fleet Electrification Plan ✓ ✓ ✓ Sonoma County Phase I Turnkey ESPC Projects ✓ ✓ ✓ ✓ ✓
Sonoma County Phase II Turnkey ESPC Projects ✓ ✓ ✓ ✓ ✓ King County Turnkey Biogas DBOOM ESPC Projects ✓ ✓ ✓ ✓ ✓ Alameda County Turnkey ESPC Projects ✓ ✓ ✓ ✓ ✓
California DGS, Elihu Harris IGA, Incentives, and Other Energy Services ✓ ✓ ✓ ✓ CA DGS, Mission Valley Heating and Domestic HW Boiler upgrades, and other Energy Services ✓ ✓ ✓ ✓
City of Dublin
IGA, Incentives, and Other Energy Services, Solar PV, EV Chargers, Microgrid, Public EVCS Infrastructure Master
Plan
✓ ✓ ✓ ✓ ✓
Escondido USD HVAC, Central Plant Upgrades, Solar PV, EVCS, and other Energy Services ✓ ✓ ✓ ✓
Yosemite USD Incentives, Solar PV, Fleet Electrification and other Energy Services ✓ ✓ ✓ ✓
City of Inglewood EV Fleet Electrification and Public EVCS Infrastructure Master Plan ✓ ✓
City of Fairfield EV Fleet Electrification Master Plan, IGA ✓ ✓ City of Arcadia IGA, Utility Meter Engineering, Civil, and other Energy Services
✓ ✓ ✓
City of Bellflower Energy Grant Application & Reporting, and other Energy Services ✓ ✓ ✓ ✓
City of San Diego IGA, Incentives, and Other Energy Services ✓ ✓ ✓ ✓ ✓ City of Carson IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Cathedral City Energy Services & Master Planning ✓ ✓ ✓ ✓ City of Chino Hills IGA, Civil Engineering, and other Energy Services ✓ ✓ ✓ ✓ City of Claremont IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Diamond Bar IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of El Segundo IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ City of Elk Grove Energy Services, and LED Streetlighting ✓ ✓ ✓ ✓ ✓ City of La Puente IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
viii
City of Orange
Utility Program
Management Services
Energy
Distribution &
Supply
Design
Install
Maintain
City of Lakewood IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Manhattan Beach Energy Services, Solar PV, CCA Support ✓ ✓ ✓ ✓ City of Milpitas Energy Services ✓ ✓ ✓
City of Newport Beach IGA, Incentives, other Energy Services, and LED Streetlighting ✓ ✓ ✓ ✓ ✓
City of Norwalk IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of Palm Springs IGA, Incentives, and other Energy Services, and Solar PV ✓ ✓ ✓ ✓ ✓ City of Palo Alto Energy Services ✓
City of Pico Rivera Energy Grant Application & Reporting and Energy Services ✓ ✓ ✓ ✓ ✓ City of Rancho Cucamonga IGA, Incentives, Benchmarking, and Solar PV ✓ ✓ ✓ ✓ ✓ City of Rosemead IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of San Bernardino Energy Services ✓ ✓
City of San Francisco Energy Services, Solar PV ✓ ✓ ✓ ✓ ✓ City of Santa Monica Energy Services ✓ ✓
City of South Lake Tahoe Energy Services ✓ ✓ ✓ ✓ ✓
City of Stockton IGA, Incentives, other Energy Services, Design-Build ✓ ✓ ✓ ✓ City of Temple City IGA, Incentives, and other Energy Services ✓ ✓ ✓ ✓ ✓ City of West Covina IGA, Incentives, and LED Streetlighting ✓ ✓ City of Westminster IGA, Incentives, and other Energy Services ✓ ✓ ✓ City of Beverly Hills Advanced Metering Infrastructure ✓ ✓ City of Palo Alto Advanced Metering Infrastructure ✓ ✓ City of Roseville Advanced Metering Infrastructure ✓
City of San Jose Advanced Metering Infrastructure ✓ ✓
City of Santa Ana Advanced Metering Infrastructure ✓ ✓ City of Santa Barbara Advanced Metering Infrastructure ✓ ✓ City of Vallejo Advanced Metering Infrastructure ✓ ✓
Crescenta Valley Water District Advanced Metering Infrastructure ✓ ✓ Long Beach Water Department Advanced Metering Infrastructure ✓ ✓ Mesa Water District Advanced Metering Infrastructure ✓ ✓ Riverside Public Utilities Advanced Metering Infrastructure ✓ ✓
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
13 City of Orange
Minimum of Three (3) City References of Cities
Proposer must also provide a minimum of three (3) references of cities that have received or currently are receiving similar services. The references must include a contact person’s name, title, contact information, and brief description of final project executed from Proposer’s IGA.
Note: The City is interested in benefitting from an unbiased, value-based program to address its needs through a vendor-neutral ESCO. Therefore the Proposer must also demonstrate its willingness and past experience in providing projects that deploy solutions which incorporate equipment, controls and related products and services independent of its own specific business portfolio.
Per the City’s request, references and detailed information for the five projects we feel best represent the scope and features of the City of Orange’s project(s) are provided on the pages immediately following.
References: Willdan
City Name:
City of San Diego Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
54 sites, 50,000
streetlights
Project Description:
Willdan was selected by the City of San Diego to develop comprehensive turnkey energy measures, with Phase 1
addressing 54 sites including facilities, parks, and over 50,000 streetlights.
Measures to be implemented include:
Building and sport lighting; HVAC; Roofing; ASHP block
heater; PV+BESS; Pool heating electrification; VFD pool pump, and onsite chlorination; Water conservation
upgrades; DHW and kitchen electrification; Transformers; Plug load controllers; Laundry electrification; and Advanced streetlighting upgrades.
Willdan also provided grant application support for multiple programs.
Lindsey Hawes, Municipal
Energy Program Manager
Sustainability & Mobility
Department
City of San Diego
805.705.4732
[email protected]
City Name:
City of Chino Hills Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
Citywide
$9 M
Contract Start/End Dates:
Phase I Construction
completion 2024; Phase II
ongoing
Project Description:
Willdan was selected by the City of Chino Hills to develop a comprehensive Energy Efficiency and Renewable Energy/
EVCS project.
Measures installed include: Microgrid; 1.4 MW DC of solar photovoltaic (PV) systems across 6 City sites; 880 kWh of BESS, including two islanded microgrids; Electrical
infrastructure to add full facility to existing generator for resiliency; 16 public EV charging stations for four sites; HVAC upgrade at City Public Works offices; and LED lighting retrofit and new lighting controls including sports field lighting, and interior office lighting scopes.
Project is achieving $510k/year utility savings, and received ~$3.5M in incentives & tax credits.
Jarrod Manuel, Facilities
Supervisor
City of Chino Hills
[email protected]
(note: client requests email
contacts only)
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
14 City of Orange
City Name:
City of Fillmore Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
4000 Accounts
$5.2 M
Contract Start/End Dates:
2023-2025
Project Description:
The City of Fillmore contracted with Willdan for a meter system assessment, covering meters to billing.
Willdan presented assessment findings to City Council,
resulting in a contract to provide design and development services in late 2023.
As a result, Willdan developed and implemented a $5.2M
water meter and AMI upgrade project.
Features of the AMI project include: Zenner ultrasonic
meters for sizes 2” and below; Honeywell ultrasonic meters for sized 3” and larger; AmCoBi Aquacell for cellular
endpoints; and AquaHawk customer and operational portal, with support for 20 years.
The project is expected to save the City $630,00 annually.
Erika Herrera -Terriquez,
City Manager
City of Fillmore
[email protected]
805.946.1712
City Name:
City of South Lake
Tahoe
Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
City-wide
$12 M
Project Description:
Willdan worked with the City of Lake Tahoe to develop a $12 M energy and infrastructure upgrade project.
The project contributes toward the City’s 59.2% GHG and 50% carbon emissions reductions goals by 2030, and
provides significant community engagement opportunities for the City.
Measures include: Cogeneration microturbine; Solar PV (242 and 173 kW DC canopies); Building automation controls and thermostats; Efficient CO2 ice plant for Ice Arena; Water meters; and Efficient power transformers.
Projected Lifetime savings: $36 M.
Sara Letton,
Sustainability Coordinator
City of South Lake Tahoe
[email protected]
530.542.6175
“As stewards of the Lake Tahoe Basin and the natural beauty that it holds, we are proud to have a project that will help us preserve the quality of our mountain air and save taxpayers money in the long- run. This project benefits all of us, and we hope it can be a model for future improvement in our City.” – Sara Letton, Sustainability Coordinator for the City of South Lake Tahoe Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
15 City of Orange
City Name:
City of Fairfield Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
City-wide
$30 M
Project Description:
Willdan provided turn-key design-build delivery of $30M in repairs and upgrades through a self-funding project ESPC project. The project also achieved $3.9 M in project
incentives, extending the benefit further.
The project included onsite generation of clean renewable energy (1.9 MW of production annually), and deferred
maintenance and other deficiencies at critical facilities, improves health and safety, comfort, reliability, and
resiliency, and substantially reduces the City’s carbon emissions.
Measures include: Solar PV; EV Charging; LED Lighting; Civic Center Central Utility Plant; HVAC & Controls; BAS
Integration; Retrocommissioning; Roofing; City Hall
Acoustical Ceiling Tiles; Irrigation Controls; and Domestic Water Heaters.
Marisa Cumpian, Sr.
Management Analyst
City of Fairfield
[email protected]
707.428.7494
Wildan Partner project references
City Name:
City of Oceanside –
Water Utilities
Brief Description of Project
Contact Person’s Name,
Title, and Contact
Information
Project Size:
44,000 water accounts
Contract Start/End Dates:
May 2017 – May 2024
Project Description:
Key members of the Willdan AMI team guided the City of
Oceanside through the development and deployment of an
AMI project. Their support included an AMI assessment and business case, procurement assistance, and implementation of a full AMI system comprising new meters, a Meter Data Management System (MDMS), and communications
infrastructure.
The team also provided program management, developed a
stakeholder engagement plan, and recommended targeted
large meter and valve replacements, including piping
modifications to accommodate test ports and bypasses.
Chaz Olloqui
Management Analyst - AMI
City of Oceanside
706.435.5845
[email protected]
"Willdan was an excellent partner in developing comprehensive energy solutions for our city, and through that implementing a first-phase project to address our critical facility needs as well as produce over $45M in lifetime project savings. The Willdan team was thorough and very effective in providing both technical solutions and creative funding options, and helped us to leverage a variety of available funding sources to support our project. Their expert guidance, responsiveness, and collaborative approach was key to delivering a project that has broad stakeholder support while providing upgrades to many of our city's facilities."
– Marisa Cumpian, Sr. Management Analyst, City of Fairfield
16 Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting,
City of Orange
6. EXECUTION PLAN
Detailed Work Plan
The plan represents the Proposer’s offer of services to the City. The proposed execution plan must include a detailed work plan describing how the Proposer will meet the project objective in the most cost-efficient and timely manner. The plan is to provide a detailed explanation of the Proposer’s approach in performing the services described in the RFQ/Proposal Scope of Work section outlined above.
Willdan will use sound engineering, construction, and financial expertise to deliver a program that maximizes energy savings, reduces operational costs, and modernizes the City’s portfolio. We have included details on our process below.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
17 City of Orange
The City has ambitious energy conservation and efficiency goals; making them a reality will require:
1. Aligning future investments with a long-term vision
2. Securing all available funding to maximize scope and minimize capital expenditures, and
3. Engaging the services of an experienced and effective partner with creative solutions and a comprehensive
approach customized to the City’s needs.
In developing an ESPC project for the City, we know from experience that streamlined processes and shortcuts just don’t work. That’s why we’ve developed a technical approach that is both systematic and thorough – reducing the risks for our customers and delivering the lowest long-term cost.
Approach in Performing Services Described
Planning and Analysis
Benchmark & Prioritize
Stakeholder
Interviews
Engage administration and stakeholders in discussion to understand future capital plans and long-term goals
Engage site operating personnel in discussion to help identify major issues or potential capital improvements meriting further study
Utility &
Maintenance
Analysis
Collect 2-3 years of electric, gas and water usage at all City facilities Analyze each building’s energy usage in relation to its square footage, benchmarking the results from other buildings of similar size and function Review maintenance expenditures to identify major issues, regardless of energy index Site Operation &
Schedule
Complete site walk-throughs to gather additional specific information on mechanical, electrical, plumbing, lighting, building envelope, and technology systems, and operation Conduct as-built drawing and specification reviews, as needed B3
Benchmarking
Buildings, Benchmarks, and Beyond (B3) is a custom online tool that quickly and accurately identifies buildings with the greatest potential for energy improvement – and maximum return on investment
Decision-Making
Matrix
Evaluate each facility with the following key inputs: opportunities for reduced energy and maintenance expenditures, B3 Benchmarking, capital priorities, and site/infrastructure imminent need
Building
Prioritization
Discuss matrix results and develop priorities and future project phasing, in collaboration with Orange stakeholders
Design and Final Pricing
Evaluate & Recommend Solutions
ASHRAE Level 2
Audit
Establish existing equipment conditions and facility operations Complete a detailed review of as-built drawings, data logging, and building automation controls trend analysis
Conduct additional staff interviews and comprehensive building walkthroughs Comprehensive
Energy
Modeling
Detailed building energy simulation based on exact building geometry, construction, and operation, utilizing the enhanced mode of eQuest
Energy models are calibrated to existing utility consumption and weather to ensure a highly accurate model
"Willdan’s team of expert engineers &
architects were able to creatively navigate
budget constraints while still meeting the
city’s expectations and goals. As a premier
design-builder, Willdan’s team were able
to provide incredible long-term solutions
in a guaranteed fashion."
– Gordon M. Public Works Director,
City of Stockton
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
18 City of Orange
Project Implementation
Management During Project Construction
Onsite
Construction
Management
An in-house construction manager is onsite for the entirety of the implementation phase The lead construction manager will coordinate scheduling to minimize disruptions and maximize efficiency across the various trades implementing the project scope Project
Management
Plan (PMP)
Finalize requirements and procedures for implementation, safety plan, integration, commissioning, testing procedures, and communications plan Clearly assign responsibility and develop a master schedule to maintain a common set of activities for project elements
Weekly
Coordination
Our construction management and installing contractors meet with Orange staff weekly to discuss project progress
Meeting agenda includes maintaining critical path scheduling and information flow, reviewing routine quality control inspections, and addressing any issues Schedule
We specialize in working around building occupancy requirements, completing invasive work around the City’s schedule to avoid disruption
We establish accurate construction phasing and scheduling details using detailed design and through collaboration with Orange stakeholders and subcontractors Project
Coordination
We require all trades to provide a three-week advance schedule for each weekly coordination meeting
A “look ahead” schedule is used as the basis for planning and communication with local utilities, subcontractors, equipment suppliers, and facility personnel Project
Schedule
Construction management team will facilitate discussions between Orange staff and subcontractor staff to maintain critical path scheduling and information flow, review routine quality control inspections, and address any issues
Scope Changes We provide a fixed cost, turnkey ESPC
If a Willdan omission or error requires a change in scope, Willdan covers the cost of this change Iterative Fine-
Tuning
Our commissioning (Cx) agents help finalize Cx procedures to be used during construction, building upon the critical foundation set in the Technical Audit All post-construction support is managed by Willdan, for full accountability to Orange
Evaluate & Recommend Solutions
Schematic
Design
Preliminary sizing and layout of concepts
Used as the basis for cost estimates and energy savings estimates through energy modeling Life-Cycle
Costing
Evaluate multiple equipment and system options to provide unbiased recommendations for informed decision-making
Include details of utility rate impact and the total cost over the system’s lifetime Recommend
Solutions
Orange staff and our design engineers collaborate to refine scope and confirm project intent leading into detailed project design
Scope review ensures our intensive engineering process in Phase II focuses on Orange’s highest priorities, while still completing the audit in a timely manner
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
19 City of Orange
Performance Maximization
Ongoing Services Including Measurement and Verification (M&V) M&V
Willdan adheres to the International Performance Measurement and Verification Protocol (IPMVP), prioritizing Option C (Whole Facility) where feasible, to provide transparent, meter-level verification of savings based on actual utility data.
Annual M&V reports detail energy and cost savings (e.g., projected 25-35% reductions across facilities), with Willdan reimbursing any shortfalls under our guaranteed savings model to minimize financial risk.
Ongoing Service
and Support
Our O&M Guarantee is available as an optional service, covering maintenance, monitoring, and repairs for all installed ECMs (e.g., AMI meters, VFDs, solar systems) throughout the contract term (10-20 years).
Dedicated support includes remote monitoring, proactive optimizations, and 24/7 response for critical systems, ensuring long-term performance, resiliency, and reduced peak demands.
Ongoing
Education
Through the Willdan Clean Energy Academy (WCEA), we deliver free, customized training for City staff on ECM operation and maintenance (e.g., smart irrigation controls, HVAC systems), with hands- on modules to enhance safety and efficiency.
Online and in-person courses prepare participants for certifications, supporting occupant comfort, job creation, and the City's hybrid CAP goals for 80% GHG reductions by 205 Community
Engagement and
PR
Willdan's Local Business Incubator, partnered with utilities and minority-owned firms, offers free training and mentorship to 100-200 local residents, fostering green jobs in clean energy and stimulating economic development in underserved communities. We will facilitate public workshops, PR campaigns, and success stories (e.g., $7M savings from AMI rollout) to highlight Orange's sustainability leadership, boosting community pride and positive recognition.
Outline of Approach to Preparing the Initial Assessment and Subsequent IGA
The plan should also include an outline of the approach to preparing the initial assessment and subsequent IGA, as referenced in this RFQ/Proposal. It will outline energy conservation measure descriptions, cost and savings identified for similar projects. The plan should outline how the Proposer will focus on the City’s facilities and Request for infrastructure and be broken into separate projects, by site, with approximate energy, water, maintenance and cost savings, as well as costs on a project by project or measure by measure basis. All projects should also be summarized.
Energy Conservation Measure Descriptions, Cost and Savings Identified for Similar Projects
We have provided highlights from relevant local energy projects and their associated scopes below.
Implementation of Energy Conservation Measures in Similar Projects ECM & Willdan Implementation Experience Highlight Proposed Application for City of Orange EV Infrastructure
Developed electric vehicle charging station (EVCS) plans for Cities of Dublin, Inglewood, Dinuba and regional Metropolitan Planning Organizations (MPOs): Southern California Association of Governments (SCAG), Tulare County Association of
Governments (TCAG), and Merced County Association of
Governments (MCAG), determining long-term Level 2, Level 3, and direct current fast charging (DCFC) for local and state goals. Developed preliminary plans for 150+ sites for priority locations to support public, staff, and fleet charging. Implementation of EVs includes Dublin and Paramount,
Escondido and Yosemite USDs, and Sonoma County.
Collaborate on long-term public EVCS needs.
Align with Orange County EVCS Blueprint.
Develop EVCS projects on City-owned sites to meet needs and goals.
Ensure proposed solar shade canopies will meet current EV charging code requirements.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
20 City of Orange
ECM & Willdan Implementation Experience Highlight Proposed Application for City of Orange Fleet Electrification
Completed fleet electrification analysis for 13,000+ vehicles across 35+ fleets.
Fleet plans include a long-term charging strategy, phased implementation plan, preliminary design for first tranche of EVCS, and identify and support applying for funding
opportunities.
Helped clients obtain 15M+ in federal, state, and local EV- specific funding and we manage utility make-ready program application for fleets to secure funding for the Cities of Fairfield, Inglewood, and Imperial Beach.
Develop long-term plan and charging strategy to convert the City’s fleet vehicles and equipment to zero emissions in compliance with Advanced Clean Fleet (ACF) and
Advanced Clean Cars (ACC) II Rules.
Leverage SCE’s EV Fleet Program to subsidize EV
infrastructure cost for initial EVCS building to support 5+ years of charging needs.
Use other funding sources (IRA, Energize, SJVAPCD Carl Moyer) to fill in remaining gaps.
Streetlighting
Performed a retrofit of streetlights for City of Elk Grove. Inventoried 12,000 streetlights and implemented a
demonstration project to test features for effectiveness and appearance.
Performed PS&E, helped obtain utility incentives, and managed installation of efficient streetlights, saving the City
4.1M kWh annually, and $400K in annual utility and
maintenance costs.
For the City of San Diego, we evaluated 30k+ of streetlighting, generating $1.5M+ in annual operation savings and $700K in annual energy savings.
We understand the City upgraded approximately 8,000 city- owned streetlights to LEDs in 2017/2018, providing energy savings and significant operational savings.
Evaluate what has and has not yet been upgraded and City streetlighting safety and infrastructure concerns.
Use GIS mapping to evaluate project opportunity
Lighting - Indoor
Willdan is implementing a multi-year LED and controls upgrade project for Los Angeles Unified School District, the second- largest K-12 in the U.S. with 1,438 schools and 75M+ sf of facilities. 100%-funded by utility incentives, this program has delivered 22.9M+ kWh in savings to date.
Improve safety, illumination + aesthetics and reduce
energy consumption + high energy costs.
Back up data on energy consumption, expected savings, and comparison with proposed system.
Lighting - Exterior
For California DGS, Willdan is implementing facility-wide deep building energy and infrastructure improvements across a portfolio of state-owned, fully occupied office buildings. Measures include advanced LED interior/ exterior lighting renovations and controls, security/ IT, mechanical, and water with zero upfront expense.
A comprehensive O&M package was designed and provided to help DGS staff.
Improve safety, illumination + aesthetics and reduce
energy consumption + high energy costs.
Back up data on energy consumption, expected savings, and comparison with proposed system.
Solar PV, Battery Storage and Microgrids
Delivered 300+ MW of DER projects, for 100+ clients
nationwide, including 100+ MW of solar PV, 40+ BESS projects, and 20+ microgrids.
Evaluate the City of Orange’s diverse facility portfolio— including the Corporation Yard, fire stations, parking
structures, reservoirs, parks, and community centers—for additional solar PV feasibility, building on existing
installations at four sites (New Fire Station parking lot,
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
21 City of Orange
ECM & Willdan Implementation Experience Highlight Proposed Application for City of Orange Optimized system size for local utilities net energy metering policies to maximize savings.
For the City of Turlock we partnered with Erthos to develop a 1MW earth mounted solar array. By eliminating the
structural steel of a traditional ground mount system, we saved the City over 30% in project costs.
At the City of Dublin we implemented 3 microgrids at
community centers and critical facilities to provide battery back up generation and reduction in demand charges.
Police Department, Fire Station 4, and Old Towne Parking Structure), while optimizing system sizes under
California’s Net Billing Tariff (NEM 3.0) rules by pairing with BESS where appropriate to manage peak demands
and enhance resiliency.
Evaluate microgrid and backup generation needs for
critical facilities like public safety buildings and water infrastructure, aligning with available grants and
incentives (e.g., through the Inflation Reduction Act and SCE programs) to support the City’s hybrid Climate Action Plan and long-term GHG reduction goals.
Maximize land use on City-owned properties, such as
reservoirs and parks, by evaluating innovative ground-
mounted solar PV systems like Erthos’ earth-flat
technology for cost-effective, low-impact deployments
under Power Purchase Agreements (PPAs).
HPWH – Space Heating
For Cisco Systems San Jose Campus Building Q, provided
turnkey installation of a Trane AXM030 heat pump and two (2) Raypak H7-1007 condensing boilers, allowing our team to size the heat pump to serve a majority of the heating load.
New boilers will economically provide peaking capacity and backup for heat pump systems.
Significant decarbonization gains were achieved.
Create a detailed inventory of existing systems and
equipment across all buildings.
Prioritize replacement of end-of-life equipment and
systems where electrification makes financial sense.
Exhaust all grant, incentive, and other funding
opportunities to maximize the upgrades business case.
HPWH – Domestic Water
For Kaiser Permanente, our team performed turnkey (design, engineering, and construction) installation of HPWHs at 80 sites to replace gas-fired DHW heaters.
This included $600K in incentives and a portfolio IRR of 109% first- year therm savings of 112,000.
Confirm potential for grant money in SCE and SoCalGas incentive benefits (e.g., up to $3,100 per unit via TECH Clean California) for heat pump water heaters (HPWHs)
and/or tankless natural gas heaters across the City's civic and community facilities, such as City Hall, community
centers, libraries, and fire stations (based on specific central vs. distributed systems).
Water Meters
Our water team, along with our strategic partner E Source, brings 90+ years of collective experience in water delivery upgrade projects (e.g., lifts, pump stations, water meters, and waterside infrastructure), directly applicable to the City of Orange's utility with its 10 wells, 15 reservoirs, 15 pump stations, and ~36,500 service connections.
For the Cities of Paramount and Fillmore, we developed and implemented a meter replacement/AMI upgrade project for 11,000+ accounts. We completed an initial system
assessment to identify water loss and conservation
opportunities and develop self-funding performance
We understand that the City of Orange is exploring AMI
upgrades for its municipal water utility, with 25% of its ~36,500 service connections already converted to Neptune meters and the remaining 75% planned over the next 7-10 years.
Provide a streamlined approach for funding and
implementation at scale to dramatically increase the pace of conversion, delivering $2.1M+ in annual revenue
recovery through reduced water loss and enhanced
efficiency, all self-funded via guaranteed savings without upfront capital or rate increases.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
22 City of Orange
ECM & Willdan Implementation Experience Highlight Proposed Application for City of Orange contracts that did not require separate capital funds or rate increases.
All water measures paid for themselves over time, and we propose a similar expedited approach for Orange's
remaining ~27,000 meters (75% of total), accelerating
beyond the 7-10 year plan to deliver $2.1M+ in annual
revenue recovery through reduced non-revenue water loss and enhanced efficiency.
Utilize experience assisting 6+ California utilities in pursuing WaterSMART grant funding from the Bureau of
Reclamation (BOR), along with other incentives (e.g., SCE rebates), to maximize non-City resources for the project. Work closely with E Source to evaluate all lift and pump opportunities across the City's 15 pump stations, 10 wells, and reservoirs, with the goal of upgrading equipment
(e.g., adding VFDs and soft starters) and realizing water and energy efficiencies in the system.
Retro-commissioning (RCx)
Willdan provided comprehensive RCx services for the Metasys BMS system, air distribution systems, hydronic systems, central plant, lighting controls, access controls, and all other dynamic systems within for the Elihu Harris State Building in downtown Oakland
(built in 1998, 1.17M sf).
This resulted in $168K+ in annual utility savings, improved comfort, and optimizing 20-year-old equipment so it works better than when originally installed and will function until it is replaced in the next decade.
Perform rigorous RCx to identify equipment and control
systems with useful life remaining and only in need of a “tune-up” to optimize operation, efficiency, and indoor environment quality. Provide a suite of services including:
Cx, RCx, MBCx, and various solutions to ensure optimal long-term systems operations as part of ongoing client
support.
HVAC and Controls
Our in-house team of PEs, CEMs, PMPs, BCxAs, and CMVPs have designed, implemented, and guaranteed the performance of hundreds of turnkey retrofit HVAC and building automation system/controls projects for local governments over the last 30+ years.
Because we are not tied to any product, vendor, or
subcontractor, we develop ideal solutions for our client’s facilities.
From simple single-zone heat pumps to air-to-water heat pumps, and even complex ground-source VRF systems, our
team utilizes a Lifecycle Cost/Total Cost of Ownership
approach to work with clients to identify the ideal HVAC and controls solutions that fit their unique goals and
requirements.
We have observed many City of Orange buildings: City Hall, Corporation Yard (including Public Works and Water Division buildings), Police Department, Fire Headquarters (new and original), eight active Fire Stations (plus the former station at 176 S. Grand Street), Old Towne Orange Parking Structure, community centers, public libraries, water wells, reservoirs, and pump stations.
Leverage our experience with similar buildings from the same vintages (early 20th century to 2020s) and central system types.
Retrofit HVAC systems to improve comfort, indoor air
quality, electrification, and meet resiliency goals along with standardizing control systems across buildings to
improve ease-of-use, optimize operation, and maximize
cost savings.
From this list, Willdan will make sure to prioritize and assess with further any and all measures favored by the City.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
ix
City of Orange
Project Schedules
Include a project schedule showing start and completion dates for the specific tasks, including milestone dates and processing time for review by the City.
Project Schedule: Full Project
AMI Acceleration Plan
Willdan proposes a streamlined, concurrent project schedule to accelerate implementation while respecting the City of Orange's distinct funding streams, ensuring no upfront capital outlay and alignment with your operational and fiscal goals. Drawing from our 42-year history serving the City and experience across all Orange County municipalities, we recognize that the AMI water meter project is funded through the enterprise water fund while other Energy Conservation Measures (ECMs)—such as HVAC optimizations, solar expansions, lighting retrofits, and BESS—are typically supported by the general fund. To maximize efficiency and minimize disruptions, we will run two parallel tracks: one dedicated to the expedited AMI rollout for the remaining ~22,000 meters, and another for the broader ECM portfolio. This dual-track approach allows for faster delivery of high-impact savings, like the projected $2.1M annual revenue recovery from AMI, while enabling flexible phasing across facilities.
This concurrent schedule compresses the overall timeline to 18-24 months for full implementation, delivering $7M+ in cumulative savings advantages while minimizing financial/technical risks through our bonding capacity
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
x
City of Orange
($500M+), performance guarantees, and risk assumption. By separating funding streams, we optimize budget allocation, foster economic development via local job creation, and support your hybrid CAP for 40 % GHG reductions by 2030.
Project Schedule: AMI Acceleration Plan
By electing to implement the AMI Acceleration Project Plan above, the City will benefit from the following positive cash flows:
Materials Only Comparison of Cumulative Cashflows
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
23 City of Orange
7. LITIGATION DISCLOSURE
Describe any involvement as a party in any formal litigation, arbitration or mediation associated with savings performance on an energy savings contract, power purchasing agreement, or specifically related to an Investment Grade Audit (IGA) agreement in the last five years under any previous or current firm names, along with a description of the nature and outcome of such litigation.
Formal Litigation, Arbitration or Mediation
Willdan Energy Solutions is not a party to any formal litigation, arbitration or mediation associated with savings performance on an energy savings contract or related to an IGA agreement in the last five years.
8. FINANCIAL STABILITY
Proposer will provide proof of financial stability including income statements, balance sheets, and statements of changes for the three (3) most recently completed fiscal years. If audited financial statements are not available, provide evidence of the level of third party review of the financial statements. Proposer shall also provide documentation regarding levels of financing available from a financial institution.
Proof of Financial Stability
Willdan’s financial health is strong, with our financials transparent, audited, and published quarterly. Per the City’s request, truncated audited financial statements (including income statements, balance sheets, and statements of changes) covering the three (3) most recently completed fiscal years are provided as Appendix B.
A complete copy of Willdan’s latest Annual Report can be found here:
Willdan 10-K Annual Report YE 12-2024
With full copies of reports for the last several years available here:
EDGAR Entity Landing Page - Willdan Inc.
Documentation of Financing Available
Willdan has a $200M fin ancing facility w ith a consortium of five banks that includes a $50M line of credit, which is currently unused. As a NASDAQ-listed company, we have access to public equity and debt markets to fund capital needs for growth. Willdan has been in operation for over 60 years and has tracked revenue related to EE since 2009.
A letter from Willdan’s bank (BMO) has been provided as Appendix C, which demonstrates our levels of financing available.
Request for Qualifications/Proposals:
Energy Conservation, Performance Contracting, and Power Purchasing
24 City of Orange
9. COMPENSATION/FEE SCHEDULE
All SOQ/Proposals shall include a detailed breakdown of the compensation proposed, for work as outlined in Scope of Work section. The SOQ/Proposals should include a breakdown of all costs including hourly rates and reimbursement schedule.
Detailed Breakdown of Compensation Proposed
Compensation/Fee Schedule
All SOQ/Proposals shall include a detailed breakdown of the compensation proposed for work as outlined in the Scope of Work section. Rather than offering a $0 IGA fee like other ESCOs may attempt to do, Willdan proposes an IGA fee structure that follows a no-cost preliminary Energy Master Plan of the entirety of the City’s buildings and infrastructure. This allows our development team to best understand your needs —so a transparent, negotiable contingency IGA fee can be established.
Our typical Municipality IGA fee is based on scale and complexity and is exclusively an “Exit Fee,” meaning it is ONLY due if the City elects NOT to move forward with any turnkey project into construction at the end of the IGA process. As outlined in section 7, our team delivers a more robust IGA with more upfront design, analysis, and risk mitigation.
As mentioned in the Project Approach, Willdan completes IGAs in two steps:
1. Preliminary Energy Master Planning Audit
No upfront costs or exit fees to the City; allows the team to frame the project (rough order of magnitude savings, cost, and GHG impact) and decide what to proceed on within the more rigorous second step of the IGA. No-fee structure allows us to offer a competitive first step to other ESCOs’ “$0 IGA.” Allows development team to best understand your needs—so a transparent, negotiable contingency IGA fee can be established on only the scope and buildings the City truly wants to spend time on.
2. Investment Grade Audit (IGA)
Our typical Municipality IGA fee ($0.14/square foot) is exclusively an “Exit Fee,” meaning it is ONLY due if the City elects NOT to move forward with any turnkey project into construction at the end of the IGA process. As outlined in our Project Approach, our team delivers a more robust IGA with more upfront design, analysis, and risk mitigation.
Willdan’s pricing would be estimated at:
Cost Proposal = $0.14/square foot * 500,000 square feet = $70,000 (Exit Fee only).
This fee encompasses a detailed breakdown of all costs for the IGA work, including labor (based on the hourly rates outlined in the Management and Staffing section of this proposal, such as Project Manager at $195/hour, Energy Engineer at $145/hour, and others), materials, and any necessary subcontractors. The total compensation for the IGA is fully included within the $0.14/square foot rate, ensuring no additional charges unless the City proceeds to construction.
Appendix:
Appendix A: Project Resumes
Appendix B: Audited Financials
Appendix C: Bank Letter
Appendix D: Required Forms
Appendix A: Project Resumes
David Daniel, AIA, LEED AP
Executive Oversight
David Daniel will be responsible for overseeing this project and contract with the City of Orange. David has led our team to the implementation of 100+ turnkey energy efficiency and design-build contracts totaling over $500M. David is responsible for developing actionable strategies for achieving our Vision goal of forming partnerships on each of projects that engage communities to challenge limits and go beyond to create built environments that promote opportunity, wellbeing and sustainability. David’s expertise is centered in understanding the client needs and working with the Willdan team to shape an offering which meets clients’ goals. David is a southern California native, engaged with the local community and is a highly sought after speaker for local and national organizations including Department of Energy, NAESCO & AIA.
Recent Project Experience
City of San Diego. David is providing Executive Oversight and Program Management for this 400+ facility turnkey energy efficiency and decarbonization project, to be executed in phases. Phase 1 scope includes 50+ sites and citywide streetlight conversions totaling over $150M in construction costs. David has helped this client, with significant capital constraints (no upfront costs) with aggressive decarbonization and zero net energy goals, craft a project that will not impact the general fund and provide the City with millions of dollars in savings. Key measures included balancing energy efficiency and decarbonization with major deferred maintenance needs, including new roofing, civil & ADA upgrades and building envelope improvements.
State of California Facilities– Statewide, California. David led the development of three facilities in San Diego, Los Angeles, and Oakland, resulting in over $12M in turnkey construction with over $900k in guaranteed annual energy savings. The projects also included over $6M in utility on-bill financing. Project scopes include central plant upgrades, building management system replacement, lighting and controls retrofits, and extensive retro-commissioning.
County of San Luis Obispo. David led the development of a ~$5M energy savings performance contract addressing HVAC, controls, retrocommissioning, lighting, indoor air quality improvements, water and extensive deferred maintenance. The project includes two detention centers and a juvenile facility with poor indoor air quality that will be addressed.
City of Dublin. David led the development of a comprehensive $21M+ energy service performance contract that aligns with the City’s Climate Action Plan and long -term goals. This master planned approach focused on HVAC, controls, lighting, street lighting, ballfield & park lighting, resiliency, microgrids, solar PV, battery storage, EV stations, and building envelope work. This project also includes O&M contracts for key scopes of work. Willdan Financial Services was able to provide 100% funding for the project to avoid use of the general fund.
Education
BS, Structural
Engineering, University
of California San Diego
MA, Architecture &
Environmental Studies,
New School of
Architecture
Registrations &
Certifications
Licensed Architect, CA
Licensed Architect, CO
LEED Green Associate
Accreditation
21 Years of Experience
Carolyn Kiesner, CEM
Program Director, Business Development Manager
Carolyn Kiesner will be responsible for providing support and relationship management expertise on the ESPC project and contract with the City of Orange. Carolyn is an accomplished project director with 14 years of successful energy & infrastructure project engineering, implementation, M&V, contracting and project financing experience. She has completed site-wide energy upgrade projects valued at $275M for over 22+ California public agencies & districts.
Project Experience
City of Chino Hills. Project Director. Oversaw contracting, project funding and development team. Project includes solar, lighting, HVAC and controls. Project funding included City capital improvement project contribution.
City of San Diego: Account Manager. Developed a comprehensive Citywide energy masterplan to achieve City’s decarbonization and climate action goals. Scope includes 56+ sites, building electrification, solar, battery storage, lighting, LED streetlighting, HVAC, controls and transformer upgrades.
City of Fairfield: Program Director. Oversaw the project contracting, funding and development team. Scope included significant upgrades to City Hall administration campus which included a central plant upgrade and RTU overhaul; in addition to transit center fleet transition and EV charging infrastructure; and citywide LED lighting, solar, roofing and HVAC upgrades. Project funding included a combination of City capital improvement project funds, incentives, grants and low-interest tax-exempt lease financing.
Paramount USD: Program Director. Oversaw the project development and contracting.
Scope included 2.3MW of solar PV and 44 electric vehicle chargers across 11 district sites. Project funding included District bond dollars.
Escondido USD:
Program Manager. Oversaw the contracting, funding and project development of complex ESPC project scope across 11 facilities with efficiency upgrades combined with solar PV, and EV charging infrastructure. Project funding included incentives and a low-interest tax-exempt lease.
El Dorado Union Highschool District. Account Manager. Managed and developed
3.2MW of solar PV across 3 sites, interior lighting and a microgrid and battery back -up at 2 sites. Project funding included utility incentives and low-interest tax-exempt lease financing.
City of Madera, Madera, CA. Program Director. Led and developed citywide upgrades for 1.2 MW of solar canopies at the city hall, library, airport, fire station #6, public works, city parks, PD, and community centers; solar streetlights; interior and exterior lighting; HVAC and controls; 3.24 MW ground mount of NEM and RESBCT at WWTP; EV chargers; and electrical switchgear replacements. The funding mechanism included a low-interest tax-exempt lease financing.
Education
BS, Mechanical
Engineering, Northern
Illinois University,
Dekalb, IL
Certifications
Certified Energy
Manager, License #
21384
14 Years of Experience
Colton Gorman, CEM, CBCP
Program Manager
Colton Gorman will be responsible for relationship management expertise on the ESPC project and contract with the City of Orange. Colton has been actively involved in operations and project development since 2011, successfully contributing to the implementation of numerous turnkey energy efficiency contracts, amounting to over $100M in total project value. With a diverse range of projects valued between $1M and $25M, Colton has gained valuable experience working with municipal and local government customers. His involvement in energy performance contracts and operational savings projects demonstrates his expertise and commitment to the field.
His responsibilities include: driving the company's growth by identifying, developing, and closing new business opportunities in the energy efficiency, renewable energy, and energy management sectors; building and nurturing long-term relationships with clients, partners, and key stakeholders to strengthen the company's market position and reputation; addressing client needs by collaboratively developing tailored, competitive proposals with the technical, sales, and operations teams; tackling challenges in securing contracts and agreements through strategic negotiation and creative problem- solving skills; and ensuring the company's long-term success by aligning business development activities with the organization's overall growth strategy and objectives.
Recent Project Experience
Paramount Unified School District, Project Manager. Successfully generated leads and developed comprehensive project scopes for a large-scale, $19.7M solar installation initiative across 11 sites, delivering 2.2MW of clean energy capacity. The project focused on district-wide solar installations to enhance energy efficiency and sustainability across the district's facilities. By securing necessary funding through bonds and leveraging available incentives and rebates, the team ensured timely implementation o f the project's key components, including the integration of advanced solar technology. The results translated into long-term energy savings, reduced operational costs, and a more sustainable learning environment for the district.
City of Chino Hills, Chino Hills, CA, Program Manager. Assisted the Willdan team in successfully launching and managing a $9M energy efficiency project for the City of Chino Hills. The project involved city-wide solar installations, battery energy storage systems, fleet electrification, HVAC VRF retrofits, rezoning efforts, and LED retrofits across the city's facilities. Despite any challenges that arose, the team was able to incorporate industry best practices and innovative solutions, ensuring the timely completion and long-lasting impact of the project on the city's energy efficiency and sustainability.
Escondido Unified School District, Project Manager. Successfully generated leads and developed comprehensive project scopes for a large-scale, $18M energy savings initiative. The project focused on HVAC replacement and solar installations across the district's facilities. By securing necessary funding and l everaging available incentives and rebates, the team ensured timely implementation of the project's key components, including the modernization of HVAC systems and integration of solar technology. The results translated into long-term energy savings, reduced operational costs, and a more sustainable learning environment for the district.
Education
BS, Mechanical
Engineering, University
of Hawaii at Manoa
Registrations &
Certifications
Certified Energy
Manager (CEM)
Certified Building
Commissioning
Professional (CBCP)
14 Years of Experience
Thomas Muñoz, PE
Regional Engineering Manager
Thomas Muñoz will be responsible for overseeing the engineering tasks on this project and contract for the City of Orange. Thomas is an experienced leader specializing in energy efficiency engineering and project management. He has overseen portfolio building energy management and distributed energy resources, with a focus on decarbonization and resilience. Previously, Thomas managed design-build projects and served as a Sr. Project Development Engineer at a mechanical firm and ESCO , focusing on performance contracting for various sectors. With expertise in mechanical design, project management, and energy efficiency, Thomas brings valuable skills to drive innovation and sustainability in the industry.
Recent Project Experience:
City of San Diego, Engineering Manager. Currently providing engineering leadership for a multi-phase energy savings performance contracting project including building and sport lighting, HVAC, roofing, ASHP block heaters, PV+BESS, pool heating electrification, VFD pool pump, onsite chlorination, water conservation upgrades, DHW electrification, kitchen electrification, transformers, plug load controllers, laundry electrification and advanced streetlighting upgrades.
City of South Lake Tahoe, Engineering Manager. Provided engineering oversight for the City of Lake Tahoe on a a $12 M energy and infrastructure upgrade project.
Measures included: cogeneration microturbines, Solar PV (242 and 173 kW DC canopies), building automation controls and thermostats, efficient CO2 ice plant for ice arena, water meters, and efficient power transformers.
Previous Project Experience:
California Department of Corrections and Rehabilitation (CDCR), Owner’s Representative. Acted as Owner’s Representative for energy conservation projects at 7 prisons. The scope of work included engineering design and calculation review, equipment submittal review, incentive administration, commissioning process oversight, building automation scope review, guidance on project feasibility, constructability, and code compliance, and guidance on contractor change orders and construction administration for lighting upgrades, mechanical upgrades, and controls.
LA County Metropolitan Transportation Authority (LA Metro) – Energy and Climate Services, Lead Developer. Provided engineering design and oversight services as Owner’s Representative to LA Metro on various energy and climate initiatives. Project scope included: LED Tunnel Lighting Design, BAS Pilot Program, Master Planning Support, ISO 50001 Certification, EV Charging Stations, and Solar PV and BEES Systems.
Education
Bachelor of Science in
Mechanical
Engineering, California
State Polytechnical
University
Master of Science in
Mechanical
Engineering, California
State University
Registrations &
Certifications
Registered Professional
Engineer with the State
of California
32 Years of Experience
Benjamin R. Laboy, PE
Renewable Energy and Microgrid Lead
Benjamin Laboy will be responsible for providing renewable energy expertise on the ESPC/PPA project and contract with the City of Orange. Ben leads development and analysis of renewable energy projects for Willdan Performance Engineering. He develops turnkey solar PV, battery storage, and microgrid projects for forward -thinking public and private-sector customers seeking to maximize electricity bill savings, lower carbon footprint, and increase resiliency. Mr. Laboy manages an internal team o f design and project development engineers, acts as point of contact for customers throughout project process, and collaborates with other Willdan operating groups on DER -related efforts. Mr. Laboy draws from a strong background in interdisciplinary proble m-solving to tackle complicated technical projects and provide reliable results.
Recent Project Experience
Biddeford-Saco-Old Orchard Beach (BSOOB) Transit Office. Lead DER Engineer providing Transit Facility Microgrid Feasibility Assessment and Design services for a microgrid incorporating EV charging infrastructure, solar PV, a battery energy storage system, backup generator, and microgrid controller at BSOOB’s transit yard. Tasks include preliminary microgrid site plan design, financial analysis, and implementation planning.
City of Dublin. Lead Engineer for development of $7M of DER turnkey project scope at 8 different facilities, including solar PV, Battery Energy Storage, EV charging and traditional diesel generators to help the City reduce costs, improve resiliency , and reduce carbon. Developed initial project feasibility and obtained customer buy-in of final project scope. Currently supporting construction of projects to ensure successful completion.
City of Elk Grove. Supported City of Elk Grove in their efforts to evaluate feasibility and procurement of solar PV across three meters at their newly constructed District56 site, which includes an Aquatic Center, a Community/Senior Center, and park spaces . Led engineering analysis efforts to project site load profiles and annual usage totals for the new facilities. Identified optimal solar PV system sizing and preliminary layouts, and evaluated potential economic benefit of battery energy storage systems. Assessed multiple financing options, including loan and PPA options. Developed RFP to procure a design-build or PPA project to construct the solar PV system, supported contract negotiation with selected vendor and finalized contract for 740 kW ground mount system.
Culver City. Provided engineering analysis for solar PV and battery storage technology as part of a microgrid feasibility study for the Culver City Senior Center and Parks and Recreation facilities. Identified ~750 kW potential solar PV capacity along with battery storage solution to couple with energy efficiency projects to form a truly resilient microgrid solution for the site.
Escondido Union School District. Supported Escondido Union SD in their efforts to evaluate feasibility and procure solar PV totaling ~2.77 MW in carport and shade structures across 13 sites. Finalized PPA agreements and provided contract negotiation and construction support to the District. Currently supporting $19M in comprehensive energy project scopes, including 1.8MW solar PV and 46 Level 2 EV chargers (including chargers serving the District’s maintenance fleet).
Education
MS Earth Systems,
Concentration in Energy
Efficiency, Stanford
University, CA
BS Science, Technology
and Society, Stanford
University, CA
Registrations &
Certifications
Registered Professional
Engineer (Mechanical),
California
9 Years of Experience
Tyrone Peter, PE
Civil Engineering Lead
Tyrone Peter will be responsible for providing civil design engineering expertise on the ESPC project and contract with the City of Orange. An accomplished civil engineer, Tyrone excels in managing multi-discipline, multi-agency infrastructure projects, ensuring delivery on time and within budget. With extensive experience in public works, he oversees entire projects and key civil engineering tasks. His expertise spans highway design, street improvements, light rail, flood control, and water and sewer projects. He has led feasibility studies, project reports, construction documents, and inspections while effectively managing large teams and subconsultants.
Project Experience
Sanitary Sewer Management Plan, City of Lynwood, CA. Project Manager. Responsible for overall project management and oversight required for the sanitary sewer management plan. Willdan assisted the City in accomplishing compliance with SDWR Order No. 2006-0003-DWQ for Statewide General Waste Discharge Requirements for Sanitary Sewer Systems. Compliance required each sewering entity to develop and implement a Sewer System Management Plan. The process involved reviewing and evaluating all sewer system-related codes, policies, practices, mapping, reporting, financing, and public information dissemination. The SSMP development process also involved preparing an expansion of the City's GIS mapping and database, providing a hydraulic analysis of the sewer system, and presenting recommendations to facilitate compliance with various elements of the Order.
Golden State Water Distribution Network Acquisition and Integration Feasibility Analysis, City of Lakewood, California. Project Manager responsible for overall project management and oversight of services required to perform a feasibility and financial impact analysis to acquire and integrate the existing Golden State Water (GSW) distribution network within the city. Willdan evaluated the existing network to determine whether the network within city limits could be disconnected from the existing network. To determine the feasibility, the existing GSW network was evaluated for its ability to function as a stand-alone network after the removal of the distribution lines within city limits. Willdan evaluated and compared the detached GSW network with the existing distribution network to identify the best solutions for the City to provide service to the detached GSW network. This included evaluating the existing well capacity and/or a service connection from the City's distribution network to facilitate the additional network demand. Willdan conducted a preliminary evaluation of the infrastructure acquisition cost. Based upon the findings, Willdan analyzed the financial aspects and impacts of the water system acquisition. Willdan provided a technical memorandum detailing the study's findings.
Design Services, City of Elk Grove, California. Served as Senior Design Engineer responsible for the preparation of construction plans, specifications, and estimate for the Sound Wall renovation project on East Stockton Boulevard. The sound wall was constructed along a city artery paralleled to CA-99 in the City of Elk Grove. As a part of outreach and selection of design alternatives, Willdan staff met and consulted with local residents and the City Art Advisory Council prior to finalizing the design.
Education
BS, Engineering and
Civil Engineering, Tamil
Nadu College of
Engineering
Civil Engineering,
Murugappa Polytechnic
Registrations &
Certifications
Civil Engineer,
California, No. 81888
17 Years of Experience
Taylor Briglio
Clean Mobility Manager
Taylor Briglio will be responsible for providing EVSE Expertise on the ESPC project and contract with the City of Orange. Taylor evaluates opportunities to incorporate EV charging stations (EVCS) for public, staff, and fleet use cases as part of our clients’ overall turnkey projects. Taylor leads Willdan’s electric vehicle-related work, including fleet electrification planning and implementation, electric vehicle (EV) infrastructure development and construction, and the integration of EV infrastructure into turnkey energy efficiency and renewable generation projects.
Previous Project Experience
City of Fairfield, CA. Supported both consulting and turnkey efforts with the City.
Currently supporting the City’s Transportation Electrification Master Plan by developing a roadmap for converting over 300 City vehicles including their transit and public works fleet to electric vehicles (EV). Tasks include feasibility analysis; corporation yard improvement needs assessment and project management services. Supporting and coordinating route modeling, operational analysis of available BEB options and vehicle chargers, a fleet replacement plan, DER integration feasibility, a facilities assessment, and a financial analysis of transitioning to and operating an all-electric fleet. Successfully acquired over $13M in funding to implement EV projects. Also supported incorporating 5 publicly accessible Level 2 EVCS as part of 1.23MWdc of solar PV Willdan implemented in our turnkey project.
City of Chino Hills. Developed EVCS scopes as part of a comprehensive turnkey energy project. Secured $160K in SCE rebates for public Level 2 EVCS at four sites. Developing a fleet electrification scope to install 17 Level 2 EVCS and two DC Fast Chargers (DCFCs) with supporting infrastructure to support an additional 8 DCFCs and 35 Level 2 EVCS, which can support a fully electric public works fleet.
City of Inglewood, CA. Lead development of the City’s EV Fleet and Charging Infrastructure Master Plan. Tasks include development of a Zero-Emission Vehicle (ZEV) Fleet Conversion Plan for the City’s fleet of 360 vehicles, a Public EV Service Equipment (EVSE) Plan to develop a network of publicly available EV chargers on publicly owned property throughout the City, funding and financial assistance for recommended EV - related expenditures, and the development of a City Vision and Mission Statement for a Transportation Electrification and Energy Modernization Program.
City of Camarillo, CA. Led the development of the City’s Zero-Emission Transit Fleet Electrification Plan for the City’s transit fleet, which consisted of 18 vehicles serving two routes as well as demand response paratransit operations. Tasks included energy modeling, site suitability analysis for EVSE including conceptual layouts and construction cost estimates, financial analysis, and the development of workforce training recommendations.
County of Madera, CA. Led the development of the County’s Transit Innovative Clean Transit Rollout Plan. Tasks included the preparation of a zero-emission transit fleet electrification plan for the County’s transit fleet consisting of 13 vehicles that serve 4 routes and demand response paratransit operations, energy modeling, development of a charging strategy, and recommended suitable electric transit buses and chargers to meet operational requirements. Also provided workforce training recommendations and an overview of funding opportunities to reduce upfront and ongoing costs for fleet electrification.
Education
Master of
Environmental Science
and Management,
Bren School of
Environmental Science
& Management - UC
Santa Barbara,
Santa Barbara, CA
BS Environmental
Science,
UCLA,
Los Angeles, CA
8 Years of Experience
Bryan Rossi, PE
Mechanical Design Engineer
Bryan Rossi will be responsible for identifying and designing measures on the ESPC project with the City of Orange. Bryan’s experience developing energy projects includes both mechanical engineering design and project management, combining knowledge in all aspects of project development from inception to implementation. He has worked with educational, institutional, and public and private sector clients in varying capacities including developing 100 Level II and III energy audits and over 40 detailed building energy models.
Previous Project Experience
Cisco San Jose Building Q - “Electrification of Water heating systems” (2023) Mechanical Engineer. Provide design & construction management services for new central heating and domestic hot water heating systems. The new air to water heat pump and new redundancy focused heating boilers to serve the hydronic heating system at a new lower distribution temperature. Targeting low operating cost water heating electrification solutions. The new domestic hot water heat pumps will electrify the domestic hot water generation without the need for additional structural upgrades or undue tenant impact.
Cisco San Jose Building P - Phase 2 “Cisco Electrification of Water heating systems” (2022) Mechanical Engineer. Provide design & construction management services for new central heating and heat recovery systems. New heat recovery chiller and new redundancy focused heating boilers to serve the hydronic heating system while making chilled water to augment the existing chilled water load. Targeting low operating cost water heating electrification solutions.
Cisco San Jose Building P - Phase 1 “Domestic hot water electrification and mechanical improvements” (2022) Mechanical Engineer. Provide design & construction management services for new heat pump water heater installation and grooved pipe coupling replacements on heating hot water pipe. Pipe coupling replacements targeted to prevent leaking at lower heating hot water distribution temperatures. Targeting low operating cost water heating electrification solutions.
Cisco San Jose campus Electrification Feasibility Study for Buildings Q, P,3, 5, 10, 14, & 17 (2021) Mechanical Engineer. Provide Engineering analysis and schematic design for proposed electrification efforts to seven building on the San Jose Campus. In depth assessments of mechanical, electrical, and plumbing loads for sizing future electricity powered water heating systems.
California Energy Commission SCAQMD BEETS for California, CA. Project Engineer. This project demonstrates three replicable scalable and innovative bundles of pre commercial technologies in commercial buildings. Optimized all variable-speed chilled water (CHW) plants utilizing alternative refrigerant chillers; LED fixtures with integrated advanced controls advanced building management system (BMS) to integrate all HVAC zones integrate wirelessly with plug load controls; and provided a comprehensive platform capable of demand response (DR) and off grid exterior parking lot LED lighting.
Education
MS, Mechanical
Engineering
BS, Mechanical
Engineering,
Binghamton University,
Binghamton, NY
Certifications
Professional
Mechanical Engineer,
License # M 40307
OSHA Certification
(30-hour)
8 Years of Experience
Sripad Kamdadai, EIT, LEED AP ND
Energy Engineer
Sripad Kamdadai will be responsible for identifying and designing renewable energy measures on the ESPC project with the City of Orange. Sripad is responsible for contributing to the development of solar PV, battery energy storage (BESS) and electric vehicle (EV) infrastructure network programs and projects. Mr. Kamdadai also has experience in demand response, sustainability, and battery design.
Previous Project Experience
City of Fairfield, CA. Currently supporting the City’s Transportation Electrification Master Plan by developing a roadmap for converting over 300 City vehicles including transit and public works fleet to electric vehicles (EV). Tasks include feasibility analysis; corporation yard improvement needs assessment and project management services.
Supporting and coordinating route modeling, operational analysis of available BEB options and vehicle chargers, a fleet replacement plan, DER integration feasibility, a facilities assessment, and a financial analysis of transitioning to and operating an all - electric fleet.
City of Chino Hills, CA. Lead engineer responsible for the design and development of a fleet electrification scope at the City’s Public Works Fleet Yard to install 17 Level 2 EVCS and two DC Fast Chargers (DCFCs) with supporting infrastructure for an additional 8 DCFCs and 35 Level 2 EVCS which can fully support a 100% electric public works fleet.
Currently supporting the development of a DER-integrated scope of work which includes solar PV and BESS as it transitioned from a comprehensive turnkey energy project into procurement and construction phases. Additional tasks include utility coordination, savings and financial evaluation for solar PV, BESS and EVCS scopes of work.
City of San Diego, CA. Currently supporting the development of comprehensive turnkey energy and decarbonization measures across city facilities. Supporting the design and development of 2MW solar PV and 2.5MW BESS scopes of work at 19 different facilities. Tasks include solar PV and BESS design feasibility, modeling solar and energy storage systems for energy savings and financial evaluation.
City of Inglewood, CA. Currently supporting the development of the City’s Electric Vehicle Fleet and Charging Infrastructure Master Plan. Tasks include the development of a Zero-Emission Vehicle (ZEV) Fleet Conversion Plan for the City’s fleet of 360 vehicles, a Public EV Service Equipment (EVSE) Plan to develop a network of publicly available EV chargers on publicly owned property throughout the City, funding and financial assistance for recommended EV-related expenditures, and the development of a City Vision and Mission Statement for a Transportation Electrification and Energy Modernization Program.
Escondido Union School District, CA. Responsible for all technical aspects of this 3 MW solar PV and BESS project as it transitioned from a feasibility study into procurement and construction phases. Ensured favorable terms were negotiated for the client as PPA contract documents were created and agreed upon by all parties. Assured appropriate tracking with the changes in technical details and understanding the financial impact from each change.
Education
Master of Science in
Mechanical
Engineering (Energy
Conversion), University
of Southern California,
Los Angeles, California
BE, Mechanical
Engineering, Anna
University, Chennai,
Tamil Nadu, India
Registrations &
Certifications
LEED AP Neighborhood
Development (ND)
Engineer-in-Training
(EIT)
6 Years of Experience
Jamie Gustafson | PE, CEM
Energy Engineering Lead
Jamie Gustafson will be responsible for identifying and designing measures on the ESPC project with the City of Orange. Jamie provides key engineering services in support of the development of building energy efficiency, decarbonization goals, and distributed energy resource (DER) projects, including electric vehicle (EV) infrastructure, solar photovoltaic (PV) systems, and battery energy storage systems (BESS). Through her time supporting utility programs and direct-to-customer contracts, Jamie is an expert at identifying energy and cost saving opportunities at various facility types (city/county, schools, offices, biotech, retail, hotels, hospitals, and multifamily properties).
Previous Project Experience
City of San Diego, CA. Currently supporting the development of comprehensive turnkey energy and decarbonization measures across 56 city facilities, and upgrades for over 50,000 streetlights. Measures include building and sport lighting, HVAC electrification/upgrades, generator block heaters, PV+BESS, onsite pool chlorination, water conservation measures, water heater electrification, kitchen appliance electrification, transformer upgrades, plug load controllers, laundry electrification and advanced streetlighting upgrades.
City of Inglewood, CA. Supported the development of the City’s Electric Vehicle Fleet and Charging Infrastructure Master Plan. Tasks include the development of a Zero-Emission Vehicle (ZEV) Fleet Conversion Plan for the City’s fleet of 360 vehicles, a Public EV Service Equipment (EVSE) Plan to develop a network of publicly available EV chargers on publicly owned property throughout the City, funding and financial assistance for recommended EV-related expenditures, and the development of a City Vision and Mission Statement for a Transportation Electrification and Energy Modernization Program.
Merced County Association of Governments (MCAG), CA. Supported the development of MCAG’s Electric Vehicle Readiness Plan to prepare the region for growing EV adoption, determine local and regional EV infrastructure needs, and identify priority locations for EVCS. Tasks included quantifying air quality benefits from regional EV adoption, identifying potential charging station sites, and providing an overview of funding opportunities.
City of Dublin, CA. Supported the development of an EV infrastructure plan for public electric vehicle charger deployment. Tasks included identifying optimal locations and determining appropriate mix of chargers. Also supported the development and installation of 10 EV chargers as part of larger turnkey energy services performance contract.
City of Dinuba EV Infrastructure Study, CA. Supported the development of a public EV charging station implementation plan for the City of Dinuba. Location evaluation, site planning and engagement, cost/benefit analysis , presentation of findings and ranking matrix, summarize best practices, outreach for future implementation interest.
City of Bell, City Transit Electrification, CA. Developed options for City of Bell paratransit electrification. Feasibility study components include: evaluating EV transit models on current market for practical applications (two set bus routes with dial-a-ride option), state of charge analysis throughout bus route, rechar ging scenario optimization, location evaluation and site planning, cost/benefit analysis.
Education
BS Mechanical
Engineering, Jacobs
School of Engineering,
UC San Diego
Registrations &
Certifications
Mechanical PE, CA
(License # 41641)
Certified Energy
Manager (CEM)
8 Years of Experience
Patrick M. Wills
Senior Construction Manager
Patrick Wills will be managing implementation and construction of measures on the ESPC project with the City of Orange. Patrick has 40 years of experience in construction with a focus on design-build projects. As a project manager, Mr. Wills applies his vision of creating cohesive teams to deliver high-quality, low-cost building upgrades to clients on an efficient timeline. Mr. Wills has managed teams from planning to completion on new construction and existing building commissioning projects for municipal and K-12 institutions, and he takes great pride in the major improvements he has brought to school districts throughout California.
Project Experience
County of San Luis Obispo, General Services Department, UESC, Energy Conservation Measures Implementation, San Luis Obispo, CA, Project Manager: Design/build contract with Pacific Gas & Electric, designed, permitted and installed over $6 million in HVAC improvements demand management, domestic water conservation, energy management system upgrades and lighting. (Design-Build)
Huntington Beach Union High School District, Energy Savings Projects, Huntington Beach, California, Project Manager: Design-build master energy services agreement, implemented a new district 125HP Compressed Natural Gas generating station at the districts’ transportation facility, weather-based irrigation control and modifications/replacement of AHU’s at district offices. (Design-Build) Beaumont Unified School District, Energy Savings Projects, Beaumont, California, Project Manager: Design-build master energy services agreement, implemented energy conservation measures. This program consisted of a new 125HP fast fill and time fill CNG station and generating equipment, energy-efficient lighting, occupancy sensors, new ground mount canopy 633Kv DC solar photovoltaic generation structures , variable frequency drives, energy management system upgrades, and peak load demand response. Developed, designed, and implemented over $8 million in energy savings projects. (Design-Build)
Education
Associate of Science,
Business
Administration, Mesa
College, 1989
Associate of Science,
Construction
Management, Mesa
College, 1989
Sheet Metal
Journeyman Local 206,
1990
Registrations &
Certifications
EM-385-1-1 40-hr
Safety Training, 2010
Asbestos Awareness
CPR and First Aid
Coursework: Direct
Digital Controls -
University of California
at San Diego
Coursework: HVAC
Design - University of
California at San Diego
40 Years of Experience
Scott Griffith, LEED GA
Water Specialist
Scott Griffith will be supporting the City of Orange in its efforts to modernize its water system for energy savings and to enhance utility revenue through AMI integration and billing optimization. Scott brings experience in over 100+ water utility projects, delivering innovative water conservation and smart utility solutions to municipalities across the western U.S., with a focus on California’s regulatory and infrastructure environment. Scott has supported system optimization and AMI deployments for numerous California agencies including Chino, Dublin San Ramon Services District, Elsinore Valley MWD, and Padre Dam MWD – integrating SCADA, AMI, GIS, and billing platforms to enhance performance and revenue - and has delivered large-scale ESPC and AMI programs in Roswell, NM and Silver City, NM resulting in millions in non- revenue water recovery and operational savings across ~30,000 accounts. Scott is currently consulting with the UC Santa Barbara Bren School on California’s groundwater – energy nexus and has been recognized for his expertise in data-driven water conservation, utility analytics, and smart infrastructure integration.
Project Experience
City of Fillmore, CA.
Scott supported the development and implementation of a citywide Advanced Metering Infrastructure (AMI) project for Fillmore’s 4,000+ water accounts, resulting in $5M in turnkey construction and over $575K in annual savings and revenue recovery.
He played a key role in designing the funding strategy, which allowed the City to deliver the project with no upfront capital contribution by leveraging TELP financing. The project modernized Fillmore’s water system with ultrasonic meters, real-time data, and a Customer Experience Portal (CEP), supporting enhanced billing accuracy and long - term water conservation.
City of Chino Hills, CA.
Scott served as a subject matter expert supporting Chino Hills with planning and strategy for water system modernization, including AMI, SCADA, and data integration efforts. Drawing on his extensive experience with neighboring Chino, he advised the City on how to achieve operational visibility, non-revenue water reduction, and improved customer service through smart infrastructure investment. His role focused on ensuring system interoperability and aligning future upgrades with statewide water conservation and electrification policies.
City of Chino, CA.
Scott served as the project development consultant for a full water system optimization initiative, integrating SCADA, AMI, GIS, hydraulic modeling, and CMMS into one unified smart water platform. The Chino project focused on improving operational efficiency, reducing non-revenue water, and lowering energy consumption through advanced pump and distribution optimization. The platform empowered the City to extract greater value from its existing technologies, enabling real-time decision-making and measurable cost reductions across its utility operations.
Education
BA, Architecture
Georgia Institute of
Technology;
BVA – Design & Material
Sciences, Georgia State
University;
Portfolio Completion,
Parsons School of
Design, NYC;
Registrations &
Certifications
LEED Green Associate
Accreditation, U.S.
Green Building Council
35 Years of Experience
Chris Gaddy
AMI Developer
Chris Gaddy will be responsible for development of any Advanced Metering Infrastructure (AMI) and water metering scope for the City of Orange. Chris has been involved in the development and turnkey implementation of over $17M in AMI projects. Chris has audited 30+ water metering systems and working with over 10 unique billing systems, including the billing system currently in place at the City of Orange. Chris develops budgets, solutions, and implementation plans, ensuring that the client’s needs and objectives fully inform the delivery of solutions.
Relevant Experience
City of Fillmore, Advanced Metering Infrastructure (AMI). Chris provided account management and led the development and community engagement efforts for this project, resulting in $5M in turnkey construction with over $575K in annual savings and revenue recovery. Chris helped this client to fund the project without capital contributions, relying solely on project benefits. The project updated the entire 4,000+ account water system from old meters being visually read to new ultrasonic meters with real-time reading capability and a Customer Experience Portal (CEP). Chris facilitated financial discussions culminating in the Cities use of Tax Exempt Lease Purchase (TELP) financing to provide an alternative to the CIP for funding of the project, allowing the City to re-direct critical funds to other immediate infrastructure needs.
City of Paramount, Advanced Metering Infrastructure (AMI). Chris led project development for the City’s AMI and water metering initiative, delivering an $11M turnkey AMI infrastructure modernization project without requiring any rate increases.
Chris led development, technical scoping, and implementation planning for the AMI scope, aligning technology upgrades with customer service and conservation goals. The project upgraded Paramount’s entire water system with real-time meter reading, automated billing, and a Customer Experience Portal (CEP), resulting in over $230K in annual O&M savings and $860K in recovered water revenue. Chris facilitated a funding strategy that enabled 100% project delivery using existing utility revenues, freeing up capital for other City priorities.
City of Monte Vista, Advanced Metering Infrastructure (AMI) project. Chris served as Account Manager and Lead Project Developer for this AMI deployment, which is projected to save over $75,000 annually in O&M costs and recover $156,140 in additional revenue from improved meter accuracy. Chris designed the technical solution, managed the competitive procurement process, and coordinated a multi - agency grant strategy to fully fund the project. Chris helped the City secure a Department of Local Affairs (DOLA) grant as a match to a Bureau of Reclamation grant application.
Education
B.S., Texas Christian
University
Registrations &
Certifications
AWWA Member
ASHRAE Associate
Member
15 Years of Experience
Esam Rostom, Assoc. DBIA
California Construction Director
Esam Rostom will be responsible for overseeing construction and implementation of measures on the ESPC project with the City of Orange. Esam has 27 years of experience in construction with a focus on design-build projects. As a project manager, Mr. Rostom applies his vision of creating cohesive teams to deliver high- quality, low-cost building upgrades to clients on an efficient timeline. Mr. Rostom has managed teams from planning to completion on new construction and existing building commissioning projects for municipal and K-12 institutions, and he takes great pride in the major improvements he has brought to school districts throughout California.
Project Experience
City of San Fernando, CA - San Fernando Police Department HVAC Upgrade. Served as Senior Construction Manager and managed team by tracking materials, scope of work, and timelines. Led HVAC redesign and replacement, including installation and integration of new dedicated outdoor air system (DOAS) unit; new variable refrigerant flow (VRF) heat recovery system, including heat recovery units (HRUs), fan coil units (FCUs), and mode control units (MCUs); gravity relief ventilators; localized exhaust fans; rooftop units; and BAS controls.
Escondido Union School District, Escondido, CA - Solar, EV Charging, HE Transformers Lighting Controls Plug Load Controllers and HVAC System Design & Improvements.
Served as Senior Construction Manager and managed construction team in designing and building solar PV, EV charging stations, transformers, lighting controls, plug load controllers, and HVAC improvements on multiple District sites. Provides turn -key installation of solar PV canopy system, including carport installation. Conducts system training, turnover, and electrical interconnection. Leads full design and implementation of EV charging stations, obtaining approvals, permits, and coordinating utility meter installation. Tests and commissions EVCS, provides system operation demonstration and training, and leads installation of EVCS cloud platform for performance monitoring and remote access.
Compton Unified School District, Compton, CA - Compton High School, New Construction Project. Served as Senior Project Manager and managed staff and performed subcontracting and site setup. Construction included a new academic building, new gymnasium building, new aquaticus center with CIF pool and bleachers, new performing arts center with 903 seating capacity, new football stadium, t rack field with night lighting, bleachers, press box, visitors’ restroom, and concessions. The site required reconstruction from the ground up, including site prep, demolition, earthwork, site infrastructure and utilities, lunch shelters, parking areas, basketball and tennis courts, hardscape, and a California native and adaptive landscape.
Downey Unified School District Downey, CA - Sussman Middle School, New Construction and Modernization Project. Served as Senior Project Manager.
Led a project for a 107,000-sq.ft. two-story classroom/science building and new 14,000- sq.ft. gymnasium building, both built within an occupied campus. In addition to the new construction the campus undertook a phased 64,000 sq.ft. major modernization to all existing classroom wings.
Education
BS Marketing,
California State
University, Northridge,
CA
Registrations &
Certifications
Associate DBIA
Professional
OSHA 30 Hour
27 Years of Experience
Mark Effinger, PE, CMVP, CEA, CCP
Commissioning Director, M&V Director
Mark Effinger will be responsible for leading commissioning on the ESPC project with the City of Orange. Mark leads Willdan’s commissioning team, ensuring delivery of high-quality projects for our clients. His background includes hands-on experience delivering Continuous Commissioning® services while previously employed by the Energy Systems Laboratory at Texas A&M University.
Mark has also worked in the design and implementation of utility-based energy efficiency programs and has authored several papers and guidelines related to the measurement and verification of energy savings and building performance tracking strategies. He was a contributing author of Guidelines for Verifying Savings from Commissioning Existing Buildings and a research paper which is cited in ASHRAE 14. He has also supported the technical requirements of green building certification programs such as LEED and Green Globes. Additionally, Mark is a qualified Tune-Up Specialist under the City of Seattle Building Tune-Up program requirements.
Project Experience
City of Dublin Distributed Energy Resource Design-Build Project, Dublin, CA, M&V Lead.
Developed the M&V plan for energy efficiency, infrastructure, resiliency, and smart-city upgrades project at 20 sites in the City of Dublin. Measurement and verification includes both IPMVP Options A and C. Coordinated with a subcontractor to complete Option A field measurements. The Option C performance period will begin shortly.
Elihu Harris Comprehensive Upgrades, Oakland, CA, M&V Lead.
Led M&V (IPMVP Option C) for a large lighting and HVAC controls project at a 22-story California state office building. Project resulted in a reduction of whole building energy consumption by nearly 40%.
Martin Army Community Hospital: Continuous Commissioning® services while working for Texas A&M Energy Systems Laboratory. Resulted in verified energy savings totaling 18%.
Citi Field: Home of the NY Mets. Retro-Commissioning and ASHRAE Level II Energy Audit to comply with NYC Local Law 87.
Oregon Senate Bill 1149: New Construction Commissioning services for a high school and middle school to help the districts comply with the energy retrofit bond requirements.
Oregon Convention Center: Ongoing Commissioning conducted over 5 years.
Included integrating with the facility operators to modify existing preventative maintenance procedures to include performance-based tasks.
Hawaii Convention Center: Existing Building Commissioning and ASHRAE Level I energy audit for LEED compliance.
Austin Independent School District: Continuous Commissioning® services for an elementary school, middle school, and multipurpose events center.
Education
M.S. in Mechanical
Engineering, University
of California, Irvine
B.S. in Mechanical
Engineering, University
of California, Irvine
Specialized Expertise
Licensed Professional
Engineer (PE), 3 states
Certified Measurement
and Verification
Professional (CMVP)
Certified Energy
Auditor (CEA)
Certified
Commissioning
Professional (CCP)
18 years of experience
Marcey Crowell
Community Engagement Manager – MBE/WBE Liaison
Marcey Crowell will be responsible for community engagement and MBE/WBE tasks on the project and contract with the City of Orange. Marcey leads Willdan’s community engagement and DEI initiatives on public sector projects, with a focus on educational impact, equity, and authentic community partnerships. With over 13 years of prior experience working in local government, she brings a unique understanding of public agency operations and the needs of school districts and municipalities. Her expertise includes stakeholder outreach, educational programming, and inclusive strategy development, with a strong emphasis on building bridges between public projects and K–12 communities.
Recent Project Experience
City of San Diego, CA – Community Engagement Lead
Coordinated and mobilized a network of local subcontractors for site visits across the county, ensuring geographic coverage and logistical efficiency while aligning with Willdan’s commitment to community engagement. By prioritizing locally owned, minority-, women-, and veteran-owned businesses, this initiative strengthened community trust, improved project responsiveness, and directly supported DEI goals by expanding economic opportunities in underserved communities.
City of Dublin, Dublin, CA – Community Engagement Lead
Supported Dublin Unified School District’s STEM education by organizing a student and teacher tour of Willdan’s innovative project sites. Worked in close partnership with both the school district and the City of Dublin to coordinate all logistics and outreach. Facilitated an enriching learning experience that aligned with classroom instruction and community education goals.
Vendor Diversity Program, Willdan Corporate – Nationwide Currently supporting the development and ongoing implementation of Willdan’s vendor management system in partnership with Willdan Corporate Accounting.
Helping define system requirements, assisting with testing and updates, and coordinating with internal teams to maintain accurate vendor records. The system helps streamline vendor and subcontractor onboarding, track certifications, and support more inclusive procurement practices across projects and programs.
Clark County School District (CCSD), Las Vegas, NV – Community Engagement Lead Planned and executed a STEM-focused educational event for CCSD teachers, aligned with continuing education requirements and district goals. Partnered with Envirolution to deliver hands-on STEM training and curriculum resources for educators. Collaborated with school administrators to align the program with classroom standards and promote long-term learning outcomes. Coordinated and led a Las Vegas SPHERE site tour for students and teachers in partnership with Signify, providing real-world exposure to energy and lighting solutions and inspiring future careers in sustainability and engineering.
Education
Procore Certified
Relevant Skills & Focus
Areas
Community Engagement
& Stakeholder Relations
Public Sector & Local
Government
Collaboration
Vendor Outreach &
Supplier Inclusion
STEM Event
Coordination for
Students & Teachers
K–12 Educational
Programming &
Partnerships
16 Years of Experience
Annie Mikkelson
Campus and Student Organization Liaison
Annie Mikkelson will be responsible for supporting STEM education and community events on the ESPC project for the City of Orange. Annie is a collaborative leader with a strong background in advancing sustainability, education, and community engagement initiatives, having led outreach efforts, developed impactful programming, and coordinated events that bring together stakeholders across the education and building industries. Her work spans board leadership, public-private partnerships, and strategic communications, always with a focus on creating healthier, more engaging, and future- ready environments.
Relevant Experience
Association for Learning Environments (A4LE), At-Large Board Member and Outreach Committee Chair
Annie serves as an At-Large Board Member and Chair of the Outreach Committee for the Association for Learning Environments (A4LE) Rocky Mountain Chapter, leading efforts to engage K-12 stakeholders, expand membership, and promote the organization’s mission of fostering innovative, student-centered learning environments. She coordinate outreach initiatives, partnerships, and more to connect educators, district administrators, school board members, operations and maintenance staff, designers, and industry professionals across the region.
Yosemite Unified School District, STEM Education and “Flip the Switch” Ceremony
Led coordination and marketing efforts for a district-wide solar dedication event at Yosemite Unified School District, celebrating the launch of new solar PV systems.
Supported hands-on STEM activities for K-12 students, facilitated community engagement, and helped organize a public ceremony featuring elected officials and district leadership, highlighting the District’s commitment to sustainability and clean energy education.
U.S. Green Building Council, Green Schools Summit (2018-2022), Lead Event and Program Manager
This annual summit, which hosts more than 250 industry professionals, focuses on sharing best practices, innovative strategies, and resources for creating healthy, energy-efficient, and environmentally friendly K-12 schools. Participants include educators, administrators, architects, engineers, and policymakers who are committed to promoting sustainability in educational settings. The event aims to inspire and empower attendees to transform schools into healthier, more sustainable learning environments. Annie oversaw this event’s program and execution between 2018 and 2022.
Colorado Real Estate Journal, Green Building Summit, May 2024, Program Lead Annie developed the education program for CREJ’s May 2024 Green Building Summit. She connected the event organizer with subject matter experts and ideated the session topics, including: the business case for net zero buildings, reducing carbon during design and construction, building materials waste reduction and “de-construction”, as well as sessions on the state of Colorado and the City of Denver’s latest decarbonization regulations for commercial buildings.
Education
BA, Communications,
University of Colorado
Certifications
LEED Green Associate
TRUE Advisor
11 Years of Experience
Juliette Brown
Client Engagement and Marketing Manager
Juliette Brown will be responsible for the oversight and planning of community engagement, education, and PR opportunities for and with the City of Orange. With 27 years of experience in marketing, event coordination, and project proposal development for the Architectural, Engineering, Construction and Energy industries, Juliette supports all customer-facing phases of complex energy efficiency and infrastructure programs.
As a Marketing and Proposal Manager for Willdan, Juliette manag es and coordinates production of marketing collateral and materials and leads customer events and PR opportunities, representing Willdan across industry, community, and volunteer events.
Juliette collaborates with business development, project management, and design teams to ensure all submittals are compliant and uphold high standards and supports Willdan customers with PR functions and events such as press releases, ribbon-cutting and groundbreaking ceremonies, community engagement initiatives, and award submissions.
Previous and Recent Project Experience
Kern County Career and STEM Expo 2025, Bakersfield, CA
Coordinated and staffed Willdan participation at a STEM educational event co- sponsored by the Kern High School District and the Kern Economic Development Foundation. Developed and led solar power technology activity for high school students.
Yosemite USD STEM event, Oakhurst, CA
Coordinated and managed joint STEM educational event at Yosemite High School. Event included students from grades 6-12, and involved a rota of activities including a solar power technology activity/craft, relay race, and hands-on instruction on solar fundamentals.
Yosemite USD Flip the Switch Dedication, Oakhurst, CA
Coordinated and managed dedication ceremony/ Flip the Switch event at Yosemite High School. Provided refreshments and logistics for ceremony celebrating and dedicating the District’s solar PV systems, attended by Disrict staff, members of the community, representatives from California State Government officials, and local news .
Montecito Union School District, Montecito, CA
Prepared and edited press releases, collateral, and event documents for the dedication ceremony of the District’s Nature Lab “Collaboratory” and solar array.
Columbia County–John Gumm Building Remodel, St. Helens, OR Acted as liaison between corporate marketing and the client, coordinating press events, including invitations and various onsite features such as signage.
Undisclosed Fortune 50 Tech Client, Mountain View, CA
Managed formal proposal coordination and editing for multiple solar PV installations , including preparation of customer presentations.
Southern California Edison (SCE) 540 MW BESS, Los Angeles, CA Coordinated and edited formal proposals and provided ongoing administrative and contract support for this large utility-scale Battery Energy Storage (BESS) project.
Education
BA, English and Studio
Arts, Western
Washington University
General Coursework,
Seattle School of Visual
Concepts
Registrations &
Certifications
Six Sigma Greenbelt
27 Years of Experience
Appendix B: Audited Financials
Table of Contents
“C/l
UNITED STATESSECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 10-K
(Mark One)
☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the Fiscal Year Ended December 27, 2024.Or
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the Transition Period from to .
Commission File Number 001-33076
WILLDAN GROUP, INC.
(Exact name of registrant as specified in its charter)Delaware (State or other jurisdiction of incorporation or organization) 14-1951112 (I.R.S. Employer Identification No.)
2401 East Katella Avenue, Suite 300, Anaheim, California 92806(Address of principal executive offices) (Zip Code)(800) 424-9144(Registrant’s telephone number, including area code)Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s) Name of Exchange
Common Stock, par value $0.01 per share WLDN The Nasdaq Stock Market LLC(Nasdaq Global Market) Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☐ No ⌧ Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. Yes ☐ No ⌧
Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filingrequirements for the past 90 days. Yes ⌧ No ☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles). Yes ⌧ No ☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company”in Rule 12b-2 of the Exchange Act.
Large accelerated filer ☐ Accelerated filer ⌧ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internalcontrol over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm thatprepared or issued its audit report. ☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in thefiling reflect the correction of an error to previously issued financial statements. ☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation receivedby any of the registrant’s executive officers during the relevant recovery period pursuant to § 240.10D-1(b). ☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ⌧ The aggregate market value of the voting and non-voting common equity held by non-affiliates computed by reference to the price at which the commonequity was last sold, as reported on the Nasdaq Global Market, as of the last business day of the registrant’s most recently completed second fiscal quarterwas $285.3 million. On March 5, 2025 there were 14,407,642 shares of the registrant’s common stock issued and outstanding.
DOCUMENTS INCORPORATED BY REFERENCEDesignated portions of the Proxy Statement relating to registrant’s 2025 Annual Meeting of Stockholders, which will be filed with the Securities and Exchange Commission within 120 days after the end of fiscal year 2024, are incorporated by reference into Part III of this Report.
Table of Contents
i
TABLE OF CONTENTS
Page
PART I
ITEM 1. BUSINESS 3
ITEM 1A. RISK FACTORS 16
ITEM 1B. UNRESOLVED STAFF COMMENTS 30
ITEM 1C. CYBERSECURITY 30
ITEM 2. PROPERTIES 32
ITEM 3. LEGAL PROCEEDINGS 32
ITEM 4. MINE SAFETY DISCLOSURES 32
PART II
ITEM 5. MARKET FOR THE REGISTRANT’S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES 33
ITEM 6. RESERVED 35
ITEM 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 36
ITEM 7A. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 52 ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA 53
ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE 102
ITEM 9A. CONTROLS AND PROCEDURES 102
ITEM 9B. OTHER INFORMATION 103
ITEM 9C. DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS 104
PART III
ITEM 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE 105 ITEM 11. EXECUTIVE COMPENSATION 105
ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED SHAREHOLDER MATTERS 105
ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE 105
ITEM 14. PRINCIPAL ACCOUNTING FEES AND SERVICES 105
PART IV
ITEM 15. EXHIBITS, FINANCIAL STATEMENT SCHEDULES 106
ITEM 16. FORM 10-K SUMMARY 108
Table of Contents
53 ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA Index to Consolidated Financial Statements
Page
Report of Independent Registered Public Accounting Firm (PCAOB ID 173) 54 Consolidated Balance Sheets as of December 27, 2024 and December 29, 2023 56 Consolidated Statements of Comprehensive Income for each of the fiscal years in the three-year period ended December 27, 2024 57
Consolidated Statements of Stockholders’ Equity for each of the fiscal years in the three-year period ended December 27, 2024 58
Consolidated Statements of Cash Flows for each of the fiscal years in the three-year period ended December 27, 2024 59
Notes to Consolidated Financial Statements 60
Table of Contents
56 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED BALANCE SHEETS
(in thousands, except par value)
December 27, December 29,2024 2023
AssetsCurrent assets:Cash and cash equivalents $ 74,158 $ 23,397Restricted cash — —Accounts receivable, net of allowance for doubtful accounts of $1,313 and $866at December 27, 2024 and December 29, 2023, respectively 65,557 69,677Contract assets 88,528 93,885Other receivables 2,302 1,169Prepaid expenses and other current assets 4,979 3,888 Total current assets 235,524 192,016Equipment and leasehold improvements, net 29,534 27,097Goodwill 140,991 131,144Right-of-use assets 14,035 12,465Other intangible assets, net 29,414 31,956Other assets 2,019 4,949Deferred income taxes, net 13,346 15,961 Total assets $ 464,863 $ 415,588
Liabilities and Stockholders’ EquityCurrent liabilities:Accounts payable $ 33,766 $ 33,193Accrued liabilities 62,776 54,129Contingent consideration payable 2,500 —Contract liabilities 21,556 13,183Notes payable 10,137 8,452Finance lease obligations 1,138 1,186Lease liability 5,804 4,537 Total current liabilities 137,677 114,680Contingent consideration payable 1,713 —Notes payable, less current portion 79,350 88,979Finance lease obligations, less current portion 1,379 1,184Lease liability, less current portion 9,939 9,758Other noncurrent liabilities 462 1,142 Total liabilities 230,520 215,743
Commitments and contingencies
Stockholders’ equity:Preferred stock, $0.01 par value, 10,000 shares authorized, no shares issued andoutstanding — —Common stock, $0.01 par value, 40,000 shares authorized; 14,169 and 13,682shares issued and outstanding at December 27, 2024 and December 29, 2023,respectively 142 137Additional paid-in capital 197,368 185,795Accumulated other comprehensive income (loss) (314) (664)Retained earnings 37,147 14,577 Total stockholders’ equity 234,343 199,845
Total liabilities and stockholders’ equity $ 464,863 $ 415,588 See accompanying notes to consolidated financial statements.
Table of Contents
57 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS)
(in thousands, except per share amounts)
Fiscal Year2024 2023 2022
Contract revenue $ 565,798 $ 510,095 $ 429,138
Direct costs of contract revenue (inclusive of directly related depreciation and amortization):
Salaries and wages 93,543 89,915 82,972
Subcontractor services and other direct costs 269,473 240,413 202,587 Total direct costs of contract revenue 363,016 330,328 285,559 Gross profit 202,782 179,767 143,579
General and administrative expenses:
Salaries and wages, payroll taxes and employee benefits 105,373 95,556 81,801 Facilities and facility related 9,718 9,565 9,287
Stock-based compensation 7,388 5,323 8,373
Depreciation and amortization 14,745 16,431 17,489
Other 34,205 30,818 33,692
Total general and administrative expenses 171,429 157,693 150,642 Income (Loss) from operations 31,353 22,074 (7,063)
Other income (expense):
Interest expense, net (7,801) (9,413) (5,328)
Other, net 3,127 1,930 939
Total other expense, net (4,674) (7,483) (4,389)
Income (Loss) before income taxes 26,679 14,591 (11,452) Income tax (benefit) expense 4,109 3,665 (3,004)
Net income (loss) 22,570 10,926 (8,448)
Other comprehensive income (loss):
Unrealized gain (loss) on derivative contracts, net of tax 350 (664) 38 Comprehensive income (loss) $ 22,920 $ 10,262 $ (8,410) Earnings (Loss) per share:
Basic $ 1.63 $ 0.82 $ (0.65)
Diluted $ 1.58 $ 0.80 $ (0.65)
Weighted-average shares outstanding:
Basic 13,818 13,394 13,013
Diluted 14,245 13,606 13,013
See accompanying notes to consolidated financial statements.
Table of Contents
58 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
(in thousands)
AccumulatedAdditional OtherCommon Stock Paid-in Comprehensive Retained Shares Amount Capital Income (Loss) Earnings Total Balance at December 31, 2021 12,804 $ 128 $167,032 $ (38) $12,099 $179,221 Shares of common stock issued in connection
with employee stock purchase plan 115 1 3,035 — — 3,036 Shares of common stock issued in connection
with incentive stock plan 34 — 274 — — 274
Shares used to pay taxes on stock grants (34) — (992) — — (992) Issuance of restricted stock award and units 377 4 (4) — — — Stock-based compensation expense — — 8,373 — — 8,373
Net income (loss) — — — — (8,448) (8,448)
Net unrealized gain (loss) on derivative contracts — — — 38 — 38 Balance at December 30, 2022 13,296 $ 133 $177,718 $ (0) $ 3,651 $181,502 Shares of common stock issued in connection
with employee stock purchase plan 182 2 2,779 — — 2,781 Shares of common stock issued in connection
with incentive stock plan 19 — 182 — — 182
Shares used to pay taxes on stock grants (11) — (205) — — (205) Issuance of restricted stock award and units 196 2 (2) — — — Stock-based compensation expense — — 5,323 — — 5,323
Net income (loss) — — — — 10,926 10,926
Net unrealized gain (loss) on derivative contracts — — — (664) — (664) Balance at December 29, 2023 13,682 $ 137 $185,795 $ (664) $14,577 $199,845 Shares of common stock issued in connection
with employee stock purchase plan 164 2 2,836 — — 2,838 Shares of common stock issued in connection
with incentive stock plan 222 2 2,757 — — 2,759
Shares used to pay taxes on stock grants (48) (1) (1,406) — — (1,407) Issuance of restricted stock award and units 149 2 (2) — — — Stock-based compensation expense — — 7,388 — — 7,388
Net income (loss) — — — — 22,570 22,570
Net unrealized gain (loss) on derivative contracts — — — 350 — 350 Balance at December 27, 2024 14,169 $ 142 $197,368 $ (314) $37,147 $234,343 See accompanying notes to consolidated financial statements.
Table of Contents
59 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF CASH FLOWS(in thousands)
Fiscal Year
2024 2023 2022
Cash flows from operating activities:
Net income (loss) $ 22,570 $ 10,926 $ (8,448)
Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities:
Depreciation and amortization 14,745 16,431 17,489
Other non-cash items (73) 1,445 —
Deferred income taxes, net 2,615 2,582 (1,694)
(Gain) loss on sale/disposal of equipment (15) (63) (64) Provision for doubtful accounts 740 825 243
Stock-based compensation 7,388 5,323 8,373
Accretion and fair value adjustments of contingent consideration 153 — 3,168 Changes in operating assets and liabilities, net of effects from business acquisitions:
Accounts receivable 5,316 (10,300) 6,766
Contract assets 5,778 (10,825) (23,772)
Other receivables (1,133) 3,604 1,494
Prepaid expenses and other current assets (1,091) 2,566 (1,230) Other assets 2,953 5,717 3,223
Accounts payable (831) 4,360 (7,839)
Accrued liabilities 4,707 5,030 12,970
Contract liabilities 8,373 598 (914)
Right-of-use assets (122) 995 (332)
Net cash (used in) provided by operating activities 72,073 39,214 9,433 Cash flows from investing activities:
Purchase of equipment, software, and leasehold improvements (8,413) (9,925) (9,602) Proceeds from sale of equipment 34 68 75
Cash paid for acquisitions, net of cash acquired (7,364) (1,600) — Net cash (used in) provided by investing activities (15,743) (11,457) (9,527) Cash flows from financing activities:
Payments on contingent consideration — (4,000) (10,206) Receipt of restricted cash — — 10,679
Payment on restricted cash — (10,679) —
Payments on notes payable (190) (1,631) (1,920)
Payments on debt issuance costs — (1,114) (177)
Proceeds from notes payable — — 1,718
Borrowings under term loan facility and line of credit — 105,000 20,000 Repayments under term loan facility and line of credit (8,125) (112,875) (13,000) Principal payments on finance leases (1,444) (1,304) (1,054) Proceeds from stock option exercise 2,759 182 274
Proceeds from sales of common stock under employee stock purchase plan 2,838 2,781 3,036 Cash used to pay taxes on stock grants (1,407) (205) (992) Net cash (used in) provided by financing activities (5,569) (23,845) 8,358 Net increase (decrease) in cash, cash equivalents and restricted cash 50,761 3,912 8,264 Cash, cash equivalents and restricted cash at beginning of period 23,397 19,485 11,221 Cash, cash equivalents and restricted cash at end of period $ 74,158 $ 23,397 $ 19,485 Supplemental disclosures of cash flow information:
Cash paid (received) during the period for:
Interest $ 7,520 $ 10,193 $ 5,066
Income taxes 1,316 (3,072) (1,120)
Supplemental disclosures of noncash investing and financing activities:
Contingent consideration related to business acquisitions $ 4,060 $ — $ — Equipment acquired under finance leases 1,605 961 2,451 See accompanying notes to consolidated financial statements.
Exhibit 31.1
SECTION 302 CERTIFICATION OF CHIEF EXECUTIVE OFFICER
I, Michael A. Bieber, certify that:
1. I have reviewed this annual report on Form 10-K of Willdan Group, Inc.;
2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;
3. Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations and cash flows of the registrant as of,and for, the periods presented in this report;
4. The registrant’s other certifying officer(s) and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant and have:
a) Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;
b) Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles;
c) Evaluated the effectiveness of the registrant’s disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures, as of the end of the period covered by this report based on such evaluation; and d) Disclosed in this report any change in the registrant’s internal control over financial reporting thatoccurred during the registrant’s most recent fiscal quarter (the registrant’s fourth fiscal quarter in the case of an annual report) that has materially affected, or is reasonably likely to materially affect, the registrant’s internal control over financial reporting; and
5. The registrant’s other certifying officer(s) and I have disclosed, based on our most recent evaluation of internalcontrol over financial reporting, to the registrant’s auditors and the audit committee of the registrant’s board of directors (or persons performing the equivalent functions):
a) All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant’s ability to record, process, summarize and report financial information; and b) Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant’s internal control over financial reporting.
Date: March 6, 2025
By: /s/ MICHAEL A. BIEBER
Michael A. Bieber
President, Chief Executive Officer and Director
(Principal Executive Officer)
Exhibit 31.2
SECTION 302 CERTIFICATION OF CHIEF FINANCIAL OFFICER
I, Creighton K. Early, certify that:
1. I have reviewed this annual report on Form 10-K of Willdan Group, Inc.;
2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;
3. Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations and cash flows of the registrant as of, and for, the periods presented in this report;
4. The registrant’s other certifying officer(s) and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant and have:
a) Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;
b) Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles;
c) Evaluated the effectiveness of the registrant’s disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures, as of the end of the period covered by this report based on such evaluation; and d) Disclosed in this report any change in the registrant’s internal control over financial reporting that occurred during the registrant’s most recent fiscal quarter (the registrant’s fourth fiscal quarter in the case of an annual report) that has materially affected, or is reasonably likely to materially affect, the registrant’s internal control over financial reporting; and
5. The registrant’s other certifying officer(s) and I have disclosed, based on our most recent evaluation of internal control over financial reporting, to the registrant’s auditors and the audit committee of the registrant’s board of directors (or persons performing the equivalent functions):
a) All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant’s ability to record, process, summarize and report financial information; and b) Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant’s internal control over financial reporting.
Date: March 6, 2025
By: /s/ C REIGHTON K. EARLY
Creighton K. Early
Chief Financial Officer and Executive Vice President (Principal Financial Officer) Exhibit 32.1
Certification of Chief Executive Officer and Chief Financial Officer Pursuant to 18 U.S.C. 1350, as Adopted Pursuant to § 906 of the Sarbanes-Oxley Act of 2002 In connection with the Annual Report on Form 10-K of Willdan Group, Inc. (the “Company”) for the fiscal yearended December 27, 2024, as filed with the Securities and Exchange Commission on the date hereof (the “Report”), Michael A. Bieber, as President and Chief Executive Officer of the Company, and Creighton K. Early, as Chief Financial Officer and Executive Vice President of the Company, each hereby certifies, pursuant to 18 U.S.C. § 1350, as adopted pursuant to § 906 of the Sarbanes-Oxley Act of 2002, that, to the best of his or her knowledge:
(1) The Report fully complies with the requirements of Section 13(a) or 15(d) of the Securities Exchange Act of 1934; and
(2) The information contained in the Report fairly presents, in all material respects, the financial condition and results of operations of the Company.
By: /s/ MICHAEL A. BIEBER
Michael A. Bieber
President and Chief Executive Officer
(Principal Executive Officer)
March 6, 2025
By: /s/ CREIGHTON K. EARLY
Creighton K. Early
Chief Financial Officer and Executive Vice President
(Principal Financial Officer)
March 6, 2025
This certification accompanies the Report pursuant to § 906 of the Sarbanes-Oxley Act of 2002 and shall not, except to the extent required by the Sarbanes-Oxley Act of 2002, be deemed filed by the Company for purposes of § 18 ofthe Securities Exchange Act of 1934, as amended. A signed original of this written statement required by § 906 has been provided to the Company and will be retained by the Company and furnished to the Securities and Exchange Commission or its staff upon request.
Table of Contents
“C/l
UNITED STATESSECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 10-K
(Mark One)
☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the Fiscal Year Ended December 29, 2023.Or
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the Transition Period from to .
Commission File Number 001-33076
WILLDAN GROUP, INC.
(Exact name of registrant as specified in its charter)Delaware (State or other jurisdiction of incorporation or organization) 14-1951112 (I.R.S. Employer Identification No.)
2401 East Katella Avenue, Suite 300, Anaheim, California 92806(Address of principal executive offices) (Zip Code)(800) 424-9144(Registrant’s telephone number, including area code)Securities registered pursuant to Section 12(b) of the Act:
Title of each class Trading Symbol(s) Name of Exchange
Common Stock, par value $0.01 per share WLDN The Nasdaq Stock Market LLC(Nasdaq Global Market) Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☐ No ⌧ Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. Yes ☐ No ⌧
Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filingrequirements for the past 90 days. Yes ⌧ No ☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles). Yes ⌧ No ☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company”in Rule 12b-2 of the Exchange Act.
Large accelerated filer ☐ Accelerated filer ⌧ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internalcontrol over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm thatprepared or issued its audit report. ☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in thefiling reflect the correction of an error to previously issued financial statements. ☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation receivedby any of the registrant’s executive officers during the relevant recovery period pursuant to § 240.10D-1(b). ☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ⌧ The aggregate market value of the voting and non-voting common equity held by non-affiliates computed by reference to the price at which the commonequity was last sold, as reported on the Nasdaq Global Market, as of the last business day of the registrant’s most recently completed second fiscal quarterwas $173.7 million.
On March 6, 2024 there were 13,770,106 shares of the registrant’s common stock issued and outstanding.
DOCUMENTS INCORPORATED BY REFERENCE
None.
Table of Contents
i
TABLE OF CONTENTS
Page
PART I
ITEM 1. BUSINESS 3
ITEM 1A. RISK FACTORS 18
ITEM 1B. UNRESOLVED STAFF COMMENTS 32
ITEM 1C. CYBERSECURITY 32
ITEM 2. PROPERTIES 33
ITEM 3. LEGAL PROCEEDINGS 33
ITEM 4. MINE SAFETY DISCLOSURES 34
PART II
ITEM 5. MARKET FOR THE REGISTRANT’S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES 35
ITEM 6. RESERVED 37
ITEM 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 38
ITEM 7A. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK 54 ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA 55
ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE 103
ITEM 9A. CONTROLS AND PROCEDURES 103
ITEM 9B. OTHER INFORMATION 104
ITEM 9C. DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTIONS 104
PART III
ITEM 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE 105 ITEM 11. EXECUTIVE COMPENSATION 113
ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED SHAREHOLDER MATTERS 135
ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE 138
ITEM 14. PRINCIPAL ACCOUNTING FEES AND SERVICES 140
PART IV
ITEM 15. EXHIBITS, FINANCIAL STATEMENT SCHEDULES 142
ITEM 16. FORM 10-K SUMMARY 145
Table of Contents
55 ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA Index to Consolidated Financial Statements
Page
Report of Independent Registered Public Accounting Firm (PCAOB ID 173) 56 Consolidated Balance Sheets as of December 29, 2023 and December 30, 2022 59 Consolidated Statements of Comprehensive Income for each of the fiscal years in the three-year period ended December 29, 2023 60
Consolidated Statements of Stockholders’ Equity for each of the fiscal years in the three-year period ended December 29, 2023 61
Consolidated Statements of Cash Flows for each of the fiscal years in the three-year period ended December 29, 2023 62
Notes to Consolidated Financial Statements 63
Table of Contents
59 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED BALANCE SHEETS
(in thousands, except par value)
December 29, December 30,
2023 2022
Assets
Current assets:
Cash and cash equivalents $ 23,397 $ 8,806
Restricted cash — 10,679
Accounts receivable, net of allowance for doubtful accounts of $866 and $640 at December 29, 2023 and December 30, 2022, respectively 69,677 60,202 Contract assets 93,885 83,060
Other receivables 1,169 4,773
Prepaid expenses and other current assets 3,888 6,454
Total current assets 192,016 173,974
Equipment and leasehold improvements, net 27,097 22,537 Goodwill 131,144 130,124
Right-of-use assets 12,465 12,390
Other intangible assets, net 31,956 41,486
Other assets 4,949 10,620
Deferred income taxes, net 15,961 18,543
Total assets $ 415,588 $ 409,674
Liabilities and Stockholders’ Equity
Current liabilities:
Accounts payable $ 33,193 $ 28,833
Accrued liabilities 54,129 59,110
Contingent consideration payable — 4,000
Contract liabilities 13,183 12,585
Notes payable 8,452 16,903
Finance lease obligations 1,186 1,113
Lease liability 4,537 4,625
Total current liabilities 114,680 127,169
Notes payable 88,979 90,544
Finance lease obligations, less current portion 1,184 1,601 Lease liability, less current portion 9,758 8,599
Other noncurrent liabilities 1,142 259
Total liabilities 215,743 228,172
Commitments and contingencies
Stockholders’ equity:
Preferred stock, $0.01 par value, 10,000 shares authorized, no shares issued and outstanding — —
Common stock, $0.01 par value, 40,000 shares authorized; 13,682 and 13,296 shares issued and outstanding at December 29, 2023 and December 30, 2022, respectively 137 133
Additional paid-in capital 185,795 177,718
Accumulated other comprehensive loss (664) —
Retained earnings 14,577 3,651
Total stockholders’ equity 199,845 181,502
Total liabilities and stockholders’ equity $ 415,588 $ 409,674 See accompanying notes to consolidated financial statements.
Table of Contents
60 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS)
(in thousands, except per share amounts)
Fiscal Year2023 2022 2021
Contract revenue $ 510,095 $ 429,138 $ 353,755
Direct costs of contract revenue (inclusive of directly related depreciation and amortization):
Salaries and wages 89,915 82,972 65,648
Subcontractor services and other direct costs 240,413 202,587 152,233 Total direct costs of contract revenue 330,328 285,559 217,881 Gross profit 179,767 143,579 135,874
General and administrative expenses:
Salaries and wages, payroll taxes and employee benefits 95,556 81,801 73,812 Facilities and facility related 9,565 9,287 9,896
Stock-based compensation 5,323 8,373 16,563
Depreciation and amortization 16,431 17,489 17,146
Other 30,818 33,692 27,148
Total general and administrative expenses 157,693 150,642 144,565 Income (Loss) from operations 22,074 (7,063) (8,691) Other income (expense):
Interest expense, net (9,413) (5,328) (3,869)
Other, net 1,930 939 156
Total other expense, net (7,483) (4,389) (3,713)
Income (Loss) before income taxes 14,591 (11,452) (12,404) Income tax (benefit) expense 3,665 (3,004) (3,987)
Net income (loss) 10,926 (8,448) (8,417)
Other comprehensive income (loss):
Unrealized gain (loss) on derivative contracts, net of tax (664) 38 450 Comprehensive income (loss) $ 10,262 $ (8,410) $ (7,967) Earnings (Loss) per share:
Basic $ 0.82 $ (0.65) $ (0.68)
Diluted $ 0.80 $ (0.65) $ (0.68)
Weighted-average shares outstanding:
Basic 13,394 13,013 12,458
Diluted 13,606 13,013 12,458
See accompanying notes to consolidated financial statements.
Table of Contents
61 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
(in thousands)
AccumulatedAdditional OtherCommon Stock Paid-in Comprehensive Retained Shares Amount Capital Income (Loss) Earnings Total Balance at January 1, 2021 12,160 $ 122 $149,014 $ (488) $20,516 $169,164 Shares of common stock issued in connection with
employee stock purchase plan 106 2 2,653 — — 2,655
Shares of common stock issued in connection with
incentive stock plan 150 1 1,923 — — 1,924
Shares used to pay taxes on stock grants (79) (1) (3,116) — — (3,117) Issuance of restricted stock award and units 467 4 (5) — — (1) Stock-based compensation expense — — 16,563 — — 16,563 Net income (loss) — — — — (8,417) (8,417)
Net unrealized gain (loss) on derivative contracts — — — 450 — 450 Balance at December 31, 2021 12,804 $ 128 $167,032 $ (38) $12,099 $179,221 Shares of common stock issued in connection with
employee stock purchase plan 115 1 3,035 — — 3,036
Shares of common stock issued in connection with
incentive stock plan 34 — 274 — — 274
Shares used to pay taxes on stock grants (34) — (992) — — (992) Issuance of restricted stock award and units 377 4 (4) — — — Stock-based compensation expense — — 8,373 — — 8,373
Net income (loss) — — — — (8,448) (8,448)
Net unrealized gain (loss) on derivative contracts — — — 38 — 38 Balance at December 30, 2022 13,296 $ 133 $177,718 $ (0) $ 3,651 $181,502 Shares of common stock issued in connection with
employee stock purchase plan 182 2 2,779 — — 2,781
Shares of common stock issued in connection with
incentive stock plan 19 — 182 — — 182
Shares used to pay taxes on stock grants (11) — (205) — — (205) Issuance of restricted stock award and units 196 2 (2) — — — Stock-based compensation expense — — 5,323 — — 5,323
Net income (loss) — — — — 10,926 10,926
Net unrealized gain (loss) on derivative contracts — — — (664) — (664) Balance at December 29, 2023 13,682 $ 137 $185,795 $ (664) $14,577 $199,845 See accompanying notes to consolidated financial statements.
Table of Contents
62 WILLDAN GROUP, INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF CASH FLOWS
(in thousands)
Fiscal Year
2023 2022 2021
Cash flows from operating activities:Net income (loss) $ 10,926$ (8,448)$ (8,417)Adjustments to reconcile net income to net cash provided by (used in) operating activities:Depreciation and amortization 16,431 17,489 17,146Deferred income taxes, net 2,582 (1,694) (2,738)(Gain) loss on sale/disposal of equipment (63) (64) (24)Provision for doubtful accounts 825 243 102Stock-based compensation 5,323 8,373 16,563Accretion and fair value adjustments of contingent consideration — 3,168 2,333Changes in operating assets and liabilities, net of effects from business acquisitions:Accounts receivable (10,300) 6,766 (14,209)Contract assets (10,825) (23,772) 3,138Other receivables 3,604 1,494 138Prepaid expenses and other current assets 3,170 (1,230) 828Other assets 5,671 3,223 (7,849)Accounts payable 4,360 (7,839) (4,700)Accrued liabilities 5,917 12,970 1,625Contract liabilities 598 (914) 6,065Right-of-use assets 995 (332) (197) Net cash provided by operating activities 39,214 9,433 9,804 Cash flows from investing activities:Purchase of equipment and leasehold improvements (9,925) (9,602) (8,500)Proceeds from sale of equipment 68 75 46Cash paid for acquisitions, net of cash acquired (1,600) — — Net cash used in investing activities (11,457) (9,527) (8,454) Cash flows from financing activities:Payments on contingent consideration (4,000) (10,206) (6,615)Receipt of restricted cash — 10,679 —Payment on restricted cash (10,679) — —Payments on notes payable (1,631) (1,920) (1,909)Payments on debt issuance costs (1,114) (177) —Proceeds from notes payable — 1,718 2,074Borrowings under term loan facility and line of credit 105,000 20,000 —Repayments under term loan facility and line of credit (112,875) (13,000) (13,000)Principal payments on finance leases (1,304) (1,054) (545)Proceeds from stock option exercise 182 274 1,924Proceeds from sales of common stock under employee stock purchase plan 2,781 3,036 2,655Cash used to pay taxes on stock grants (205) (992) (3,117)Restricted Stock Award and Units — — (1) Net cash provided by (used in) financing activities (23,845) 8,358 (18,534) Net increase (decrease) in cash, cash equivalents and restricted cash 3,912 8,264 (17,184)Cash, cash equivalents and restricted cash at beginning of period 19,485 11,221 28,405 Cash, cash equivalents and restricted cash at end of period $ 23,397$ 19,485$ 11,221 Supplemental disclosures of cash flow information:Cash paid (received) during the period for:Interest $ 10,193$ 5,066 $ 3,545Income taxes (3,072) (1,120) (1,616)Supplemental disclosures of noncash investing and financing activities:Equipment acquired under finance leases 961 2,451 1,376 See accompanying notes to consolidated financial statements.
Appendix C: Bank Letter
National Industries Group
320 S. Canal Street
15th Floor
Chicago, IL 60606
RE: Willdan Energy Solutions Inc.
To Whom It May Concern:
BMO Bank, NA has enjoyed a depository and lending relationship with Willdan Group, Inc. and its wholly owned subsidiary, Willdan Energy Solutions Inc. (collectively “Willdan”) since 2014. All obligations and deposit accounts have been handled honorably to date and Willdan is a client in excellent standing with BMO Bank, NA.
Currently, Willdan has a $50 million revolving line of credit, with more than $48 million remaining available, and deposits averaging in the medium eight figures. BMO is pleased to extend our recommendation for their services.
Sincerely,
Giulia F. Naccarato
Assistant VicePresident
BMO Bank N.A.
National Industries Team
312-339-3195
Appendix D: Required Forms
Exhibit A Certificate of Non-Collusion
Addendum 1 Acknowledgment Form
Addendum 2 Acknowledgment Form
Request for Qualifications /Proposals:
Energy Conservation , Performance Contracting, and Power Purchasing Agreements.
Page | 17
Exhibit A
CERTIFICATE OF NON-COLLUSION
[Note: This form must be completed and signed by an authorized representative of each bidder.]
Be it known that ________________________________________________________ (name), being first duly sworn, deposes and testifies that he/she is the ___________________________ (relationship with bidding firm), of ______________________________________(legal name of bidding firm), making the foregoing bid:
1. The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation.
2. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid.
3. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding.
4. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder.
5. All statements contained in the bid are true.
6. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
7. Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
8. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on _______________ [date], at __________________ [city], ____________ [state].
That all the above statements are true to the best of my knowledge.
______________________________________
Signed
President
Willdan Energy Solutions, Inc.
7/29/2025 Anaheim
California
Aaron Etzkorn
!"#$% !%&'% "%
%
()*+%,-%,./012%
%
!3.(4/5)01%6)7)5),0% % -/89%:;<=:<<>??:@%
%%
#$$%&$'()*+,)!)
)
6"A$9% % BCD$%?<E%?F?@%
*&9%% % /GG%HIJJ$KL%
5CMN$OA9% -./01)"23"4,"5)3)6&%789):+&;%7<=>?+&)=&$)1%7@+7(=&A%):+&>7=A>?&8) %
*PIL%/JJ$DJCQ%IL%ILLC$J%A&%RK&SIJ$%CRJ"A$L%"DJ%OP"D#$L%A&%AP$%.$TC$LA%'&K%!K&R&L"G%U.-!V%?<>?@W?X%'&K% 2D$K#Y%(&DL$KS"AI&DL%"DJ%!$K'&KQ"DO$%(&DAK"OAID#W%!G$"L$%D&A$%AP$%'&GG&ZID#%K$SILI&DL9% %
% ,KI#ID"G%J"A$L% BC$=>%$)D=>%; )
%
5$OAI&D%7% –%/JQIDILAK"AI&DE%!"KA%;E%R"#$%;F%
%
%
/GG%TC$LAI&DL%"K$%JC$9%
%
BCD$%?@E%?F?@%%
H$'&K$%<9FF%RWQW%!5*%
)
E'F9)GH)"I"4))
J%@+7%)2KII)C,(,)1LM)
)
%
5$OAI&D%))% –%*$DA"AIS$%5OP$JCG$%&'%2S$DALE%R"#$%[%
%
%
/JJ$DJCQ%)LLC$J%–%%%%%
%%%%%/DLZ$KL%A&%\C$LAI&DL9%
%
%
BCGY%[E%?F?@%
)
M'%;$=9H)E'F9)!4H)"I"4)
%
Proposals/ SOQ’s Due 9%
%
BCGY%;:E%?F?@%%
H$'&K$%;;9FF%"WQW%!5*%
)
E'F9)G!H)"I"4))
J%@+7%)!!KII)=,(,)1LM)
)
%
Interviews at the City’s discretion 9%
%
]$$^%&'%BCGY%?_E%?F?@%
)
N%%O)+@)#'8';>)!!H)"I"4)
)
%
*$DA"AIS$%(&CDOIG%`$$AID#%'&K%"Z"KJ9%
%
/C#CLA%;?E%?F?@%%
a9FF%RWQW%!5*%
)
#'8';>)"PH)"I"4))
PKII)C,(,)1LM)
)
%
/GG%&AP$K%A$KQL%"DJ%O&DJIAI&DL%&'%AP$%.-!%K$Q"ID%CDOP"D#$JW% %
%
!G$"L$%D&A$%"GG%RK$SI&CLGY%R&LA$J%TC$LAI&DL%"DJ%"DLZ$KL%P"S$%M$$D%IDOGCJ$J% ID%APIL%"JJ$DJCQW%%HIJJ$K% LP"GG%LI#DI'Y%AP$%K$O$IRA%&'%APIL%"JJ$DJCQ%ZIAP%"% ;?8&=>'7%)+&)>Q%)F=;>)C=8%)>Q?;)#$$%&$'()*+,)!W%%!G$"L$% O&DA"OA%]"DJ"%/GS"K$b%'&K%"DY%TC$LAI&DL%K$#"KJID#%APIL%"JJ$DJCQ%"A% Z"GS"K$bcOIAY&'&K"D#$W&K# %&K%O"GG% U:;<V%:<<>??aaW !
%
ddddddddddddddddddddddd%
]"DJ"%/GS"K$b%
!CKOP"LID#%,''IO$K%
)
)
!
!"#$% "%&'% "%
)
)
#AO&+RF%$8(%&>).+7()
%
%
%
%
%
)%dddddddddddddddddddddE%"CAP&KIb$J%K$RK$L$DA"AIS$%'&K%O&QR"DY%ddddddddddddddE%P$K$MY% "O^D&ZG$J#$%AP$%K$O$IRA%&'% !"#$%&'%()%*$'$+,-./0$12,3-.45672,$5,8$#-.92.:5,;-$12,6.5;67,/$'$ <88-,8=:$>2)$?%J&OCQ$DAL%'K&Q%Y&CK%"#$DOYE%(IAY%&'%,K"D#$E%J"A$J% !"#$%&'(%&)&*+% %
dddddddddddddddddddddddddddddddddddddddd%
(&QR"DY%0"Q$%
%
dddddddddddddddddddddddddddddddddddddddd% % ddddddddddddddd% 5I#D"ACK$%&'%/CAP&KIb$J%(&QR"DY%.$RK$L$DA"AIS$% % 6"A$% %
dddddddddddddddddddddd%
!P&D$%DCQM$K%
%
dddddddddddddddddddddd%
2Q"IG%"JJK$LL%
%
%
%
]$%"RRK$OI"A$%Y&CK%O&&R$K"AI&D%"DJ%RK&QRAD$LL%K$#"KJID#%AP$%J&OCQ$DA"AI&D%RK&O$JCK$W%% %
%
Colton Gorman Willdan
Willdan
858-951-2195
[email protected]
6/26/25
CITY OF ORANGE
PURCHASING DIVISION FAX: 714/744-2275
Addendum No. 2
Date: July 15, 2025
To: All Bidders
Subject: RFQ/P 24-25.29 - Energy Conservation and Performance Contracting – Answers to Questions, and Language Update
The following are answers to questions submitted for the project referenced above.
Questions: Answers:
On Page 19, there is an optional or reserved clause for liquidated damages. Will be included as part of the
agreement? If so, can the City provide the dollar
amount?
An amount will be determined through the negotiation
process.
The following question is related to RFQ No 24-25.29,
page 13, Section VI Proposal Format and Content, item
1. Presentation:
SOQ/Proposals shall be typed, no more than 25 pages.
Charts and schedules may also be included but no more
than 15 pages in total. Can you confirm that the
proposal submission is limited to a response of 25
pages, with an Appendix (that does not contribute to
the 25 page limit) not to exceed 15 pages of charts and schedules?
Correct, an appendix that includes charts and tables
does not contribute to the 25-page limit but should be
limited to 15 pages.
On page 9, section c. Minimum Requirements. The
second requirement says, … 5 energy performance
contracts and power purchasing agreements… however
on page 10. Section 3. The second box or prerequisite
says, … 5 energy performance contracts or power
Question A (Re: Past history) – Both references will
read “5 energy performance contracts or power
purchasing agreements”.
purchasing agreements – It seems these are similar
requirements/prerequisites.
A. Would the City please issue an addendum to have
both requirements/prerequisites read: …5 energy
performance contracts or power purchasing
agreements…?
B. On page 14, Management and Staffing. Would the
City please exempt the individual resumes from the 25
page count and 15 page charts and schedules?
C. Would the City please provide the approximate age
of the existing solar systems and if these systems are
currently under a PPA arrangement?
Question B (Re: Page limits) – Yes, individual resumes are exempt from the 25-page limit and 15-page limit for charts and schedules.
Question C (Age of solar):
c. New Fire Station Admin. Parking lot, -
installed and activated in 2022
b. Orange Police Department, Fire Station 4 –
installed in 2024 and activation is pending due
to Southern California Edison delay.
c. Old Towne Orange Parking Structure -
installed end of 2018/activated in early 2019.
All other terms and conditions of the RFP remain unchanged.
Please note all previously posted questions and answers have been included in this addendum. Bidder shall signify the receipt of this addendum with a signature on the last page of this Addendum No. 2.
Please contact Wanda Alvarez for any questions regarding this addendum at [email protected] or call (714) 744-2266.
_______________________
Wanda Alvarez
Purchasing Officer
!
!"#$% !%&'% !%
"#$%&'()*+,)%-./&0,.
%
%
%
%
%
(%)))))))))))))))))))))*%"+,-&./0$1%.$2.$3$4,",/5$%'&.%6&72"48%))))))))))))))*%-$.$98% "6:4&;<$1#$%,-$%.$6$/2,%&'% !"#$%&'%()%*$'$+,-./0$12,3-.45672,$5,8$#-.92.:5,;-$12,6.5;67,/$'$ <88-,8=:$>2)$%%1&6+7$4,3%'.&7%8&+.%"#$468*%=/,8%&'%>."4#$*%1",$1% !"#$%&'(%)*)'+% %
))))))))))))))))))))))))))))))))))))))))%
=&72"48%?"7$%
%
))))))))))))))))))))))))))))))))))))))))% % )))))))))))))))% @/#4",+.$%&'%A+,-&./0$1%=&72"48%B$2.$3$4,",/5$% % C",$% %
))))))))))))))))))))))%
!-&4$%4+79$.%
%
))))))))))))))))))))))%
D7"/<%"11.$33%
%
%
%
E$%"22.$6/",$%8&+.%6&&2$.",/&4%"41%2.&72,4$33%.$#".1/4#%,-$%1&6+7$4,",/&4%2.&6$1+.$F%% %
%
Colton Gorman Willdan
Willdan
858-951-2195
7/29/25
[email protected]
Submitted by:
Willdan Energy Solutions
2401 E. Katella Avenue, Suite 300 | Anaheim, CA 92806 714.940.6300 | 800.424.9144 | Fax: 714.940.4920