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HomeMy WebLinkAboutSMAART POWER, LLCINSURANGt U14 KE I'V'ORK 1MAY PROCEED UNTIL 1[6URANCE EXPIRES Cb-31•�3 CLERK OF COUVUUCP t,. 2 O ZO22 DUE: t2) A-2022-205-02 0 : �Wl AGREEMENT WITH SMAART POWER, LLC, TO PROVIDE ARC FLASH ANALYSIS AND �grywrdo\_^v ELECTRICAL SAFETY PROGRAM DEVELOPMENT SERVICES FOR THE CITY OF � �lSANTA ANA THIS AGREEMENT is made and entered into on this 18th day of October, 2022 by and between SMAART Power, LLC, a California company ("Contractor"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April 21, 2022, the City issued Request for Proposal No. 22-023, by which it sought a Contractor to provide arc flash analysis and electrical safety program development for the Public Works Agency Water Resources Division. B. Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 22-023. C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Contractor shall perform the services described in the scope of work that was included in RFP No. 22-023, which is attached as Exhibit A, and as more specifically delineated in Contractor's proposal, which is attached as Exhibit B and incorporated in full. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Contractor is one of two (2) contractors selected to provide arc flash analysis and electrical safety program development under RFP 22-023. The total compensation for these services provided by all such contractors selected under RFP 22-023 shall not exceed the shared aggregate amount of Five Hundred Thousand Dollars and Zero Cents ($500,000) during the term of the Agreement, including any extension periods. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not Page I of 9 be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on October 17, 2025, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for one (1) two-year period upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONTRACTOR Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 9 INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Minimum Scope and Limit of Insurance Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, hired, (Code 8) and non - owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage. 3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. 4. Broader Coverage: if the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used). 2. Primary Coverage: For any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its Page 3 of 9 officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. 3. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. 4. Waiver of Subrogation: Contractor hereby grants to City a waiver of any right to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. 5. Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City. The City may require the Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. 6. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. 7. Claims Made Policies: If any of the required policies provide claims -made coverage: The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at leastfave (5) years after completion of the contract of work. iii. If coverage is canceled or non -renewed, and not replaced with another claims -made policy. form with a Retroactive Date prior to the contract effective date, the Contractor must purchase "extended reporting" coverage for a minimum offave (5) years after completion of work. 8. Verification of Coverage: Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby Page 4 of this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 9. Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. 10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 8. INDEMNIFICATION Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Contractor, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Contractor to the City pursuant to this Agreement. Page 5 of 9 10. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor Linder this Agreement. All such records and invoices shall be clearly identifiable. Contractor shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Contractor under this Agreement. 11. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NON-DISCRIMINATION Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor, Page 6 of 9 and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Contractor. The parties agree that any terns or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other contractors retained by City. 16. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Contractor to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 17. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 18. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in Page 7 of 9 connection with or by reason of this Agreement. 19. PROFESSIONAL LICENSES Contractor shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 21. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax:714-647-5635 Page 8 of 9 A-2022-205-02 To Contractor: SMAART Power, LLC Attn: Ali Halimi, President 300 Spectrum Center Dr., Suite 431 Irvine, CA 92618 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Clerk of the Council CITY OF SANTA ANA Kristine Ridge City Manager APPROVED AS TO FORM: SMAART POWER, LLC: SONIA R. CARVALHO City Attorney By: Brandon Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: bl a y� Nabil Saba Executive Director Public Works Agency President Page 9 of 9 EXHIBIT A CITY OF SANTA ANA RFP NO,: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT Appendix ATTACHMENT 1: SCOPE OF WORK City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 13 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT A. INTRODUCTION AND BACKGROUND The City of Santa Ana is located in the County of Orange in Southern California. The City encompasses 27.2 square miles and a population over 343,000 people. The City of Santa Ana Public Works Agency— Water Resources Division oversees and maintains the daily operations of the Water System and Sanitary Sewer System, The City of Santa Ana's water system is comprised of approximately 478 miles of water main, 45 MG of storage at five (5) sites, seven (7) MWD connections, 21 groundwater wells, seven (7) pump stations, four (4) pressure regulating stations and utilizes two (2) pressure zones. The City of Santa Ana Public Works Agency Water Resources Division is soliciting proposals from qualified industrial firms to provide arc flash analysis and electrical safety program development services that Include short circuit analysis, protective device coordination analysis, arc flash hazard analysis, interrupt rating analysis and a customized electrical safety program. B. CONTRACTOR RESPONSIBILITIES The Contractor shall provide all labor, materials, services, and equipment necessary for the complete installation of electrical systems. All work shall be in accordance with applicable trade practices, workmanship, meet warranties and shall conform to all applicable laws, codes and regulations. Business hours are considered from 7:00 A.M. to 5:00 P.M. (Monday through Friday). Any time outside of business hours of operation may be considered after hours/weekends. All work will be scheduled upon confirmation of scope and cost and completed within the time agreed upon for each specific item of work. The Contractor may not begin work before receiving a written Notice to Proceed by the City's Project Manager. All services, equipment and materials provided by the Contractor must be in accordance with all applicable Federal, State and local regulations, laws, and codes. C. SCOPE OF SERVICES The Contractor shall provide all transportation, labor, materials and equipment necessary to provide arc flash analysis and an electrical safety program for the following types of facilities; Water Booster Stations, Sewer Lift Stations, Water Reservoir Sites, Pressure Control Stations, and Water Well Sites. The Contractor shall provide the following scope of services: 1. FIELD COLLECTION OF DATA The Contractor shall perform on -site field collection of the data from the various site locations at the City of Santa Ana. The Contractor shall determine the arc -flash incident energy levels and the flash protection boundary distances for all listed facilities based on the results of the City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 14 CITY OF SANTA ANA RFP NO,: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT short circuit and coordination studied. In addition, the Contractor shall perform the arc flash analyses under the worst case arc flash conditions and all modes of operation. All necessary information shall be gathered and all electrical systems shall be analyzed from the utility connection point to the equipment connection points. The Contractor's field technicians and service engineers shall perform all work in accordance with the latest National Fire Protection Agency (NFPA) 70E and Institute of Electrical and Electronics Engineers (IEEE) Standard 1584 guidelines. The Contractor shall provide but is not limited to the following services for each facility: Field collection of data on all existing facilities electrical equipment o Assume that any drawings or documentation that exists may or may not aid in the collection or analysis Verify all one line diagrams, if available. If not available, the Contractor shall generate the appropriate detailed and accurate one line diagrams. o All discrepancies found in existing one line diagrams shall be brought to the City's attention as a drawing markup One line diagram information shall Include: o Electrical structures o Voltages at each point o Short circuit available at each point o Horsepower ratings of each motor o City of Santa Ana's standard names of all panels and equipment 2. ARC FLASH ANALYSIS The Contractor shall provide an in-depth power systems short circuit, coordination study and arch flash analysis of the City's facilities. The assessment shall include but are not limited to the following: 1. Short circuit study to determine the levels of current that flow in the electrical system under fault conditions. 2. Protective device coordination and interrupt rating studies to determine proper settings of protective devices. The short circuit study and the coordination study shall precede the arch flash analysis, 3. The Contractor shall determine the level of incident energy at each switchboard, motor control center (MCC), panel board, remote terminal unites (RTU), variable frequency drive (VFD) panels and other electrical equipment requiring analysis. Current NFPA and IEEE standards shall be utilized to yield arc -flash hazard results which comply with the latest industry standards. a. Arch flash assessments shall include each operating mode for the power system to ensure correct incident energies are calculated for all system conditions. 4. The Contractor shall determine if the motor control buckets can be hot swapped and indicate as such on the MCC arc flash 70E labels or specify on the general use City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 15 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT electrical safety labels. 5. The Contractor shall perform the arc -flash hazard analysis whenever design implementations occur or circuit power arrangements are changed, 6. The Contractor shall indicate problems discovered while performing the studies and must include the following details: a. Recommendations to mitigate arc flash hazards in all categories b. Identification of circuit protective devices with insufficient interrupt ratings c. Identification of circuits not property coordinated d, One -Line drawings of all equipment surveyed e. Table of calculated arc flash data f. Coordination curves g. And any other pertinent data 7. Arc flash calculations shall be performed on systems above 208/240V downstream of 125kVa and bigger transformers per IEEE 1584. 8. The Contractor shall provide arc flash hazard labels for equipment. The labels provided shall inform workers of the personal protective equipment (PPE) required to work on a given piece of equipment or when the hazard level exceeds a safe work condition following the guidelines below: a. Affix labels to all 70E Rated Category 1 and above electrical fixture and at a minimum the labels should indicate the following: * Arch flash boundary Restricted approach distance Limited approach distance • Calorie Rating o Normal Voltage • Glove class PPE Category Incident energy • Upstream over -current protective device Device name and assessment date On MCCs, labels should indicated if MCC buckets can be hot swapped 3. ARC FLASH ANALYSIS DELIVERABLES After completion of the arc flash analysis, the Contractor shall provide a complete report for all facilities which shall contain, at a minimum, the following: 1. Background description of the site, objective, and the scope of the study 2. Basis of the analysis 3. Executive summary with conclusions and recommendations (referring to reducing the arc flash hazard category to two or below and any other ways to enhance worker safety) 4. Coordination plots and protective device curves 5. Single -line diagrams City of Santa Ana RFP 22.023 Arc Flash Analysis and Electrical Safety Program Development Page 16 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT 6, In tabulation format list the following: • Device • Device name • Bus name • Bus kV • Protective • Bus bolted fault • Protective device arc fault • Trip/delay time • Duration of arc • Arc type • Arc flash boundary • Working distance • Required limited and restricted approach • Incident energy • Cal/cmz • Conduit sizes • Switchgear data • Required PPE 7. Hazard/Risk categories for the calculated incident energy levels 8. The flash protection boundary of the equipment involved/evaluated 4. CUSTOMIZED ELECTRICAL SAFETY PROGRAM The Contractor shall review the City's existing electrical safety program in APPENDIX A: CITY OF SANTA ANA ELECTRICAL SAFETY PROGRAM and develop an up-to-date electrical safety program complaint with the latest NFPA 70E publications. The Contractor shall incorporate shall include but is not limited to the following elements in the up-to-date safety program: ROLES, RESPONSIBILITIES & AUTHORITIES a. Identifies the roles and responsibilities of parties involved b, Outside contractor obligations in relation to the City's Electrical Safety Program c. Clarification on the difference between unqualified and qualified personnel 2. REQUIREMENTS a. Requirements that will be needed to be in compliance with the latest NFPA 70E and California OSHA regulations 3. PERFORMANCE MONITORING, MEASUREMENT & EVALUATION a, Specification of general work practice controls on energized and de -energized equipment b. Documentation for energized electrical work permit policies and procedures c, Documented protocols for de -energizing and lock out/tag out City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safely Program Development Page 17 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT d. Document alerting techniques and methods for the notification of approach and flash boundaries 4, PERSONAL PROTECTIVE EQUIPMENT a. Documentation for the use of PPE by qualified employees b. Electrical safety requirements for any special equipment S. MAINTENANCE a, Consider the condition of the maintenance of the equipment and it's component parts 6. AWARENESS & COMPETENCE a. Document how employees must follow the policies and effectively implement the procedures 7. ELECTRICAL SAFETY PROGRAM CONTROLS a. Document how the Electrical Safety Program shall identify the controls from which it Is measured and monitored b. Document which metrics could be used 8. GENERAL RISK ASSESSMENT a. The Electrical Safety Program should identify the steps that employees must take where the risk of injury from electrical hazards are unacceptable 9. JOB BRIEFING a. Specify how the employee shall perform job briefing before starting each job and the potential hazards associated with to discuss in addition to the required PPE and any special precautions. 10. ELECTRICAL SAFETY AUDITING a. Document how the Electrical Safety Program shall be audited to verify that the procedures and principles within the program are in compliance with NPFA 70E. b. Document how field work shall be audited to verify the requirements within the safety program are being followed. 11. TRAINING REQUIREMENTS a. Specify how often employees shall be trained to identify and understand the relationship between electrical hazards and the possibility of injury b. State the types of training that will be required i) Classroom Arc Flash training ii) Emergency Response Training (contact release, first aid, etc.) iii) Qualification for electrical work c. Training verification and documentation by the employer 12. SUPPORTING FORMS City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 18 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT a. Qualified person verification form b. Qualified person in -field and annual inspection form c. Arch flash and shock risk assessment form d. Job briefing form e. Energized electrical work permit f. Contractor/Host employer checklist form The Contractor shall provide any additional recommendations to be utilized in the City's safety program. 5. ELECTRICAL SAFETY PROGRAM TRAINING The Contractor shall provide training services to promote electrical safety and the propdr use of PPE in accordance with guidelines required in arc flash hazards category 0 through category hazard 4 as well as specified in the customized electrical safety program. The Contractor shall prepare training -programs containing but not limited to the following subjects and conduct training annually or upon request: INTRODUCTION i) Terms and definitions (70E and OSHA) ii) Hazards of Electricity 1. Shock 2. Arc 3. Blast 2, PERFORMING AN ELECTRICAL HAZARD ANALYSIS i) Determining nominal voltage ii) Shock Approach Distances iii) The Arc Flash Boundary iv) Determining PPE if no Arc Flash Hazard Analysis is performed v) How to choose PPE based on the hazard vi) Hazard vs. risk 3. PERSONAL PROTECTIVE EQUIPMENT (PPE) I) Inspection, maintenance and testing of 1. Head and hearing protection 2. Eye and face protection 3. Hand and foot protection ii) Arc flash protection iii) Types of clothing iv) Use of dielectric footwear v) Rubber protective equipment vi) Gloves vii) Blankets and shields viii)Using the NFPA 70E tables properly City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 19 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT ix) Determining the correct arc rating of PPE x) Using NFPA 70E Annex H, "Guidance on Selection of PPE" 1. Simplified two -category system 2. Guidance on selection of PPE when an Arc Flash Hazard Analysis is performed 3. Use of 8 and 40 cal/cm2 PPE 4. ENERGIZED WORK i) Energized electrical work policy ii) Guarding energized electrical equipment iii) Energized Electrical Work Permits 1. Exceptions (ii) Establishing a safe work zone 5. DE -ENERGIZED WORK i) Placing equipment in an Electrically -Safe Work Condition ii) Lock Out/Tag Out (LOTO) iii) Switching procedures iv) Clearance orders v) Safety Electrical One -Line Diagrams vi) Identifying "Look -Alike" equipment vii) Use of voltage detection equipment 1. Selection of the proper voltage tester 2, Limitations of common voltage testers 3. Verifying meter operation before use 4. Choosing the correct PPE 6. Safe operation and use 6. Verifying meter operation after use 7. Induced voltages vs. back feeds 8. Testing taped connections 9. Specific Equipment Hazards a, Circuit breakers and switches b. Transformers c. Instrument transformers 6. HANDS-ON SESSIONS i) Inspecting PPE and insulated tools ii) Interpreting Arc Flash Hazard Labels iii) Proper use of the NFPA 70E Tables and Standards iv) Performing a job hazard analysis (JHA) v) Qualified Person Training on Electrical Safe Work Practices & Arc Flash per OSHA and NFPA 70E specifications vi) Choosing and using voltage detection equipment D. CODE COMPLIANCE City of Santa Ana RFP 22-023 v Arc Flash Analysis and Electrical Safety Program Development Page 20 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT All materials and workmanship shall be in strict conformity with standards of the latest editions including revisions of the following: • Institute of Electrical and Electronics Engineers (IEEE) • National Electrical Code (NEC) standards • National Fire Protection Agency (NFPA) • American Society of Testing and Materials (ASTM) • International Electrical Testing Association (NETA) • State Department of Industrial Safety (CAL/OSHA) E. PROJECT MANAGEMENT AND COORDINATION When a request for service is issued to the City, the Contractor shall issue an estimate to the City's designated Project Manager. The Contractor shall not proceed with any work without the approval of the City's designated project manager. Contractors shall invoice the City on a monthly basis for all work performed during the period or provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, contract agreement number, results and progress on long-term tasks if any. F. VALUE ADDED RELATED SERVICES Cei The Contractor may propose additional related services that the City has not specifically identified in this RFP to accomplish the stated goals of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement. All parts and materials must be supplied new and factory approved. The use of Subcontractors is allowed, but will require approval by City prior to start of any assigned work. Upon commencement of work, the Contractor shall be responsible for services provided by any subcontractor as if Contractor were providing the services with its own organization. When a Subcontractor performs all or any part of the work, a markup shall be applied to the Subcontractor's actual cost of such work. The Contractor may add a markup of 10 percent on the first $5,000 of the subcontracted portion of the extra work and a markup of 5 percent on work added in excess of $5,000 of the subcontracted portion of the work may be added by the Contractor. H. MARKUP The following markup percentages shall be added to the Contractor's costs and shall constitute the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent shall be added as compensation for bonding): T City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 21 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT 1) Labor................................................................................................20 2) Materials...........................................................................................15 3) Equipment Rental., ................ -- ....... ........... ....15 4) Other Items and Expenditures.......................................................... 15 I. MINIMUM QUALIFICATIONS The Contractor shall meet the following minimum qualifications: 1. All work is to be performed in compliance with all applicable codes, ordinances, laws, standards, due care, and Occupational Safety and Health Administration (OSHA) safety requirements. 2. The Contractor shall have a minimum of five (5) years of experience in providing industrial control panel building services. 3. The Contractor shall possess state and local permits, licenses and certificates required by taw to commence, carry, and complete the work. 4. Provide all necessary equipment to competently perform and complete work as specified. J. SAFETY Proposer shall be solely and completely responsible for the condition of the project site, including safety of all persons and properties during the performance of the work. In addition, proper safety equipment must be worn at all times. These requirements shall apply continuously until the contract is terminated and shall not be limited to normal working hours. The Contractor/Consultant shall assure that each employee or subcontractor under the contractor's supervision is trained in the work practices necessary to safely perform his or her job. K. INSURANCE REQUIREMENTS The successful bidders shall furnish the City with original copies of valid insurance policies herein required upon execution of the contract and shall maintain said policies in full force and effect at all times during the term of this contract. Said insurance policies shall comply with all requirements set forth in these specifications. Contractor(s) shall keep a Current certificate of insurance at the City of Santa Ana at all times and shall immediately report any changes to the City, L. FEE SCHEDULE Contractor shall submit a fee schedule as described in Section IV.B.3 of RFP. No separately stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid. City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 22 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT Furthermore, the Contractor shall Submit additional labor, material and rental equipment rates along with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The bid items specified in the fee schedule are for reference purposes only. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The City may request related services that will be paid at the vendor's standard labor and equipment rate submitted. Fee proposal shall be outlined as follows: ... End of SCOPE OF WORK Section-.. City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 23 EXHIBIT B SMAART POWER INTELLIGENT & INVENTIVE ENGINEERING POWER SYSTEM DESIGN, STUDY & AUTOMATION ADVANCED SOLUTION PROVIDER UTILITY, INDUSTRIAL & COMMERCIAL Table of Contents 1. Company Overview.........................................................................................................3 2. Firm and Team Experience............................................................................................4 2.1. Key Personnel.............................................................................................................4 3. SMART POWER ORGANIZATION CHART................................................................9 4. Scope of Services.........................................................................................................10 4.1. Data Gathering..........................................................................................................10 4.2. Device Evaluation Study...........................................................................................11 4.3. Coordination Study...................................................................................................11 4.4. Arc Flash Study.........................................................................................................12 4.5. Study Report .............................................................................................................13 4.6. Common Problems / Observations...........................................................................16 5. Relevant Project Experience........................................................................................17 6. Three Relevant projects...............................................................................................18 7. Electrical Safety Program.............................................................................................19 8. Insurance Certificates...................................................................................................21 9. Non -Collusion Affidavit.................................................................................................22 10. Non -Lobbying Certification........................................................................................23 11. Non -Discrimination Certification................................................................................24 12. Agreement Statement...............................................................................................25 SMAART POWER INTELLIGENT & INVENTIVE ENGINEERING 300 Spectrum Center Dr. Ste 431, Irvine CA 92618 949-209-7299 June 2, 2022 To: Armando Fernandez City of Santa Ana Public Works Agency 220 S. Daisy Ave. Bldg A Santa Ana, CA 92703 Subject: Arc Flash Analysis and Electrical Safety Program Development Dear Mr. Fernandez, SMAART POWER, an engineering company at the forefront of electrical engineering, is enclosing along with this letter a bid proposal for the Arc Flash Analysis and Electrical Safety Program Development for the City of Santa Ana Public Works Agency. Our team at SMAART POWER has a combined total of over 50 years experience with such studies and provides expertise in developing programs that address safety concerns in regard to all aspects of electrical systems. We have worked on very similar projects and programs with other cities, such as that for the Los Angeles Metropolitan Water District and understand the specific needs that are required from such a project. We look forward to the opportunity to work with the City of Santa Ana. Please let us know if there is any questions we can answer or clarifications we can provide beyond the attached proposal. Thank you, Ali Halimi SMAART POWER — President ali(a)smaartpower.com 1. Company Overview SMAART POWER LLC. is a full service electrical engineering and consulting firm with more than 55 year of combined experience. SMAART POWER has highly skilled professional engineers and projects managers that specialize in system planning, design, analysis, automation, testing and smart solution system integration for commercial, industrial, and utility scale systems for both the federal and private sector. SMAART POWER is an expert in advanced power system analysis including advanced studies such as power quality & harmonics, transient stability and electromagnetic analysis, protection, coordination, arc flash and incident energy mitigation techniques for industrial, commercial or utility facilities. SMAART POWER's engineers have worked on power system design, planning, and advanced studies for water treatment plants, generation and power plants, pumping plants, off -short plants, heavy industrial manufacturing, hospital and health facilities, oil and gas fields, and utility distribution systems. Furthermore, SMAART POWER also provides advanced system studies which include power flow, device duty evaluation, system protection, power quality and harmonics, generator controls and transient stability, grid interconnection, ground grid study and surveying, and distribution system planning. SMAART POWER is committed to consistently delivering high -quality, innovative engineering services and smart solutions with the highest regard for safety standards. As such, SMAART POWER is fully ensured to perform the engineering and consulting services as outlined below: o Professional Liability — $1 M/$2M o General Liability — $2M/$4M o Automobile Liability — $2,000,000 o Commercial Umbrella — $3M/$3M Certificates of Insurance available upon request. Signatory: Ali Halimi - Principal Date: 6/2/2022 Signature: 2. Firm and Team Experience • SMART POWER has successfully developed and studied sizeable power system models for commercial, industrial, and nuclear plant customers. Customers have also included very large utility transmission and distribution systems such as Seattle City Light, EPCOR Utility, Oman Grid, NOIDA Power Company Grid, Occidental Petroleum (OXY), Saudi ARAMCO, and more. • SMART POWER has designed and conducted complex power system studies for a wide range including low voltages, medium voltages, and high voltages. This experience makes us one of the most recognized companies to perform the complex studies. • SMART POWER fully complies with all the latest applicable standards for power system engineering and studies, including IEEE-1584, NEC & NFPA-70E, ANSI-C37, UL-489, IEEE-242, IEEE-446, and many related standards. • SMART POWER has a seasoned engineering team, Ph.D. electrical engineers, and project managers experienced with complex power systems problems and solutions with backgrounds spanning across utility companies, the Department of Energy, and consulting firms for advanced studies. Studies have included protection, coordination, power quality, and transient stability studies. • SMART POWER is dedicated to providing high -quality work and reports with practical solutions to the problems and applicable recommendations to save time and money on projects without compromising the feasibility. • SMART POWER has a high level of customer satisfaction for all the provided services. • SMART POWER has provided electrical engineering services and solutions to many customers in the U.S. and across the world. • SMART POWER is categorized as a small local business with high -quality engineers and staff. We are always accessible and ready to provide support to our customers, which has continuously increased our customer's satisfaction to the highest level. 2.1. Key Personnel Ali Halimi — President Education Ali Halimi graduated from Tehran Azad University where he obtained a degree in power systems engineering in 2002. Experience During Mr. Halimi's career, he has had the opportunity to work with many organizations within the engineering industry. Mr. Halimi's career started in 2001 as an Electrical Technician at Efrat Co where he oversaw system maintenance and troubleshooting. As his career progressed, he moved into a Lead Electrical Engineer position at Tehran University and later a Project Engineer position at ETAP Corp. In 2012, Mr. Halimi was promoted to a Project Manager position at ETAP Corp. In this role, he was responsible for leading power system automation and real-time solutions for large industrial projects. He also directed a team of eight engineers, which grew to a team of twelve when he transitioned into the T&D Dept. Manager role within ETAP Corps in 2014. As a Department Manager, Mr. Halimi was often charged with overseeing and conducting workshops worldwide for power system engineering courses and ensuring eLearning platforms were properly integrated into physical workshops to enhance development. In 2017, Mr. Halimi took a Senior Power Systems Engineer role at Eaton Corp. Within this role, he managed large-scale projects and performed onsite visits with customers. He also led the ETAP Committee Group consisting of 20+ members. Following this role, in 2019, Mr. Halimi took on a Project Manager role at KSG Engineering working with power system study projects, and finally, in 2020, he became the CEO and Managing Director of SMAART POWER. He's now responsible for leading business development and marketing functions as well as hiring and securing talented engineering teams to support both large and small-scale projects. Matt Rahmanifard — VP of Engineering Education Matt Rahmanifard graduated from University Ashrafi Esfahani where he obtained a degree in civil engineering in 2005. Later in 2010, he went on to obtain an Associate of Science in Electrical Engineering at Irvine Valley College and eventually a Bachelor of Science in Electrical Engineering at Southern California Institute of Technology. In 2014. Experience From 2005 to 2007, Mr. Rahmanifard served as an Electrical Drafter at Accessible Consulting Engineers with responsibility for reviewing and interpreting project specifications and delivering layouts for new electrical systems. He was later promoted to Electrical Designer and Tester at Accessible Consulting Engineers in 2007 where he oversaw extensive research projects and reported findings to management and stakeholders. As Project Engineer in 2009, he began to perform more in-depth electrical acceptance testing and maintenance procedures on electrical products. He also was responsible for conducting field surveys and implementing new process improvements for standardized manuals and operating procedures. Currently, Mr. Rahamifard serves as Electrical Engineering Manager at Accessible Consulting Engineering. Within his role, he performs maintenance tests on switchgears, conducts acceptance testing per NETA requirements, and schedules and coordinates power quality studies. He also conducts thermographic surveys where he's responsible for performing infrared inspections of electrical installations with safety and quality in mind. Andrew Mirzakhanian — Project Lead Education Mr. Mirzakhanian graduated from California State University where he obtained a degree in electrical engineering in 2014. Experience Throughout Mr. Mirzakhanian's career, he has worked in numerous leadership roles on high -profile projects. In 2014, Mr. Mirzakhanian was a Systems Integration Manager at Trimark Associates overseeing project schedules. In 2015, Mr. Mirzakhanian served as the Electrical Engineer/Lead Designer at KSG Engineering. Within this role, he was responsible for performing cost -benefit analysis on electrical infrastructure options, conducting feasibility studies, and performing construction administration services with the goal of ensuring compliance. Promoted to Project Manager at KSG Engineering in 2016, Mr. Mizakhanian's responsibilities grew to include managing project deliverables, cost impact, clientele, and unforeseen project issues. He was also responsible for managing a team of six electrical engineers, designers, and drafters with responsibility for ensuring projects are aligned with customer requirements and expectations. Currently, Mr. Mirzakhanian works as a Design Lead/Project Manager at SMAART POWER where he ensures compliance with present codes, performs cost -benefit analysis and feasibility studies, and manages project deliverables. Salman (Sal) Kahrobaee — Lead Consultant / Project Lead Education Salman Kahrobaee graduated from Bachelor of Science in Electrical/Power System Engineering in 2003 from the University of Tabriz. In 2006, Mr. Kahrobaee graduated from the University of Tehran with a Master of Science in Electrical/Power System Engineering. In 2014, Mr. Kahrobee graduated with a Ph.D. in Electrical Engineering and minor in Computer Science from the University of Nebraska -Lincoln. Experience From 2003 to 2009, Mr. Kahrobaee was a Power System Engineer and Trainer at MATN International Co, where he was responsible for training over 1000 engineers in power system software. He led more than 65 power courses and workshops and also provided support in modeling wind farms such as Iran's first operated wind farm. He then moved into a position at the University of Nebraska -Lincoln as a Research Assistant between 2019 and 2013. In this role, he developed simulation methods, proposed new indices, developed simulation models, and proposed a hybrid analytical - simulation approach for reliability assessment. In 2014, Mr. Kahrobaee became a Senior Power System Engineer and Manager at ETAP. As a Senior Power System Engineer, he provided services on numerous projects related to the UBC campus, railways system, and relay coordination of industrial systems. From 2017 to 2020, Mr. Kahrobaee served as a Senior Engineer at SCE. Within this role, he was responsible for work in the areas of Grid Technology Innovation and Advanced Technology. Since 2020, Mr. Kahrobaee has worked at Substation Asset Engineering as an Electrical Manager. Within this role, he oversees a team of engineers and is responsible for providing insights for substation equipment, developing apparatus specifications, and updating design and construction standards. Since 2020 , Mr. Kahrobaee serves as a lead consultant in SMAART POWER overseeing to team of engineers for grid innovation technologies, substation design, feasibility studies, system analysis and project deliverables. Certifications & Licenses Organizational Leadership & Communications Certificate (2019 — 2021, No expiration) Kamshad Eshghi — Lead Consultant / Project Lead Education Mr. Esghi is a Professional Engineer and NERC Reliability Coordinator. In 2011, he graduated from Washington State University with a Bachelor of Science in Electrical Engineering. In 2014, he went on to graduate with a Master of Science in Electrical Engineering from the University of Washington — Seattle. In May 2022, Mr. Esghi is anticipated to graduate from the University of Idaho with a Ph.D. in Electrical Engineering — Power Systems. Experience Mr. Esghi began his career as an Electrical Engineering Intern for Comtech EF Data. Within this role, he learned how to effectively design small FPGA to control compression boards. He eventually moved into a Power Systems Research Assistant position at Idaho National Lab in 2014 where until 2017 he was responsible for work for two high- level research projects. Between 2011 and May 2017, Mr. Esghi also worked as a Substation Protection and Control Engineer at Black and Veatch on serval projects. Within this role, he also had the opportunity to direct a team of drafters and junior engineers, gaining leadership experience. In May 2017, Mr. Esghi worked as a Lead Real -Time Operation Engineer at CaISO. He was responsible for power system operation, state estimation, R&D projects, and team management/leadership. As a leader, he provided support in the development of operating requirements. On the technical side, he advised on projects, performed real- time contingency studies, and supported and interpreted real-time voltage stability application solutions. Mr. Esghi is currently serves as a lead consultant in SMAART POWER for system automation, substation protection & control and real-time operations. Certifications & Licenses Harvard Business School Leadership Principles Black & Veatch ASPIRE Leadership Development Lean Engineer Certification — Black & Veatch and CAISO Servant Leadership Principal Certification - CAISO As Indicated in the following organization chart, the engineering team will be involved in this project (Arc Flash Analysis And Electrical Safety Program Development) on 70% capacity as required. 3. SMAART POWER ORGANIZATION CHART The following diagrams depicts the SMAART POWER Organizational chart: Ali Halimi President Matt Rahmani VP. Engineering Study / Field Team - 4 Sunny Sharaf - COO / CFO Financial / Admin Team - 2 Andrew Mirzakhanian Sal Kahrobaee Kamshad Eshghi Project Lead Lead Consultant Lead Consultant Design Team - 2 Substation Team - 2 Automation Team - 1 4. Scope of Services NFPA-70E requires an arc flash study to identify arc flash hazards, associated arc flash boundaries and required PPE. This regulation is to protect personnel by reducing exposure to major electrical hazards. The regulation helps companies and employees avoid workplace injuries and fatalities. A typical arc flash study requires accurate modeling of the power system and the components of the electrical distribution system including all the sources which may contribute to the fault locations. In order to accurately models the power system, detailed data gathering effort for induvial equipment is required for all the following components: o Power supplies which contribute to the fault including utility feed(s), generators (Standby or Co-Gens), UPSs and motors. o Protective device information including manufacturer, model, size and " settings for low voltage breakers, high voltage breakers, fuses, disconnects and relays in order to determine the proper fault clearing times. o Power distribution equipment information including size, voltage ratings, current ratings, short circuit withstand capability, number of circuits, impedances and dimensions for switchgears, switchboards, panelboards, motor control centers, breaker/fuse/disconnect enclosures, automatic transfer switches, and transformers. o Feeder cable information including the size, type and distance. When accurate models is in place, multiple scenarios shall be created depending on the topology and operating conditions of the electrical network to calculate and determine the worst case incident energy on each individual equipment. This considers the alternative power sources which might have lower fault contribution, motors not operating, system energized by UPS or possible reduction of the fault contribution from the utility as well as bus ties and/or automatic transfer switches positions. It is also very important to obtain the decrement curve data for generators included in the study which accurately determines their fault contribution as well as obtaining the utility fault contribution from the utility company at the time of the study. 4.1. Data Gathertng In order to prepare an accurate model for the power system study, a thorough data gathering effort shall be performed in the field for all the electrical equipment involved in the scope of the study. All the documentations, submittals, shop drawings, existing drawings such as AutoCAD, MicroStation, etc. shall be reviewed and the obtained data shall be incorporated into the models. While gathering the information in the field, the manufacture, model, size, ratings, and dimensions of the equipment shall be obtained in order to fulfill the arc flash study and IEEE standard requirements. As necessary, the cover of the equipment such as panelboards, switchboards, motor control centers, switchgears, etc. shall be removed in order to capture the required information. All the documentations including the existing drawings shall be reviewed before and after the field data collection to make sure the required information have been obtained and if additional information can be retrieved to be incorporated into the models. To gather the information and properly capture the required information the help of the City of Santa Ana staff and electricians are required and shall be coordinated in advance. 4.2. Device Evaluation Studv The prepared models will be used to calculate the worst case scenario fault currents which is the maximum fault currents produced by balanced three-phase and unbalanced faults at each fault location. All the scenarios will be presented in the report in a tabular format with notes for ease of identifying the cases. Low voltage and medium voltage equipment will be presented in separate tables identifying the device evaluation results in a color coded format for the failed equipment against their short circuit withstand capabilities along with the practical notes to address the issues or possible summarized solution(s). Equipment with Marginal device evaluation condition also will be identified for considerations. All the identified problems, solutions and recommendations including possible replacement of the existing equipment, upgrading the equipment to the higher SCCR rating, addition of current limiting devices or device series rating recommendations based on the approved and published manufacturer's tested tables will be mentioned in the executive summary section of the report. 4.3. Coordination Study The protective device coordination study determines overcurrent protective relay and circuit breaker settings in order to provide an optimal compromise between protection and selectivity where possible and/or practical. In order to properly study the protection and coordination of the power system models, all the protective device settings including the adjustable and fixed devices shall be incorporated into the model. Subsequently, time characteristic curves (TCCs) will be created per following: o Individual TCCs will be created for each device's zone of protection. For example for a typical switchboard, the upstream, main and downstream protective devices will be included in a TCC to show the selectivity and coordination of the devices. o The curves will be in different colors for the ease of identifying. The devices' labels along with their settings will be organized in a way that devices are easy to distinguish and follow in an orderly fashion from upstream to downstream. o Fault clipping currents will be displayed in the TCC for each individual bus identifying the max level of fault current that each device can clear. o Each piece of one -line associated with the TCC will be neatly placed next to the TCC for ease of identifying and associating the curves with the devices. o Each TCC will be induvial studied for possible mis-coordination or selectivity problems and any recommended adjustment for each TCC will be presented in a separate TCC with the same TCC identifier with the "RECOMMENDED" revision so the client can easily compare the recommended changes. o A list of all the created TCCs will be included in the report with their TCC identifier tag so the client can easily find the TCCs per their page number in the report. o Not all the devices and their settings can be adjusted to achieve desired coordination and/or selectivity therefore additional recommendations may be provided such as replacing the equipment, upgrading the trip devices or rating plugs, etc. o The format of the TCCs can be consulted with the City of Santa Ana and accommodated as desired in advance. o Each TCC will demonstrate the phase settings of the devices following to the next TCC with the ground settings (if applicable) and also following a TCC with the recommended settings (if applicable). Existing and recommended settings of all the devices (adjustable) will be presented in a tabular format following the TCC section in the report in separate tables for low and medium voltage equipment. If there are other types of devices such as vacuum interrupters, differential relays, etc. those will be presented in separate tables. This format can be adjusted as desired per City of Santa Ana requirements in advance. All the findings, recommendations and solutions will be presented in the executive summary section of the report. 4.4.Arc Flash Study As arc flash objectives was mentioned in section 1.1, the following demonstrates the practical approach and steps to the arc flash study per the following: o All the guidelines required by the latest IEEE-1584 and NFPA-70E will be followed in order to calculate the incident energies for each individual equipment included in the models. o As required by IEEE-1584 2018 the enclosure dimensions (width, depth and height) will be measured during the data collection (or obtained from the shop drawings/submittals) to accurately calculate the incident energies per IEEE-1584 requirements. The dimensions of the enclosures and the worst case electrode configurations will be displayed in the arc flash results table. o As mentioned previously the models will be set up with multiple scenarios for the worst case scenario incident energy for each equipment. o Decrement curve method will be used in case of calculating the incident energies from the generator sources using the dynamic characteristic impedances of the generators. o Single phase circuits/devices will be calculated separately for the incident energies and combined to the final report. o All the scenarios will be listed with notes in a table in the report so they can be easily identified. o Arc flash results will be presented in the report in a tabular format displaying the incident energy with the existing device settings next to the incident energy results based on the recommended device settings. Client will be easily able to identify the differences. o The results will be color coded in the arc flash table based on the following: • Incident energy results > 40cal/cm2 — magenta color • Difference between incident energies of the existing vs. recommended settings — blue color • Fault clearing time capped at 2 sec — yellow color o For each identified issue for the arc flash results, recommendations or solutions there will be an individual note at the bottom of the table. o All problems, recommendations and solutions will be presented in the executive summary section of the report. o Adjustments or approximation will be considered upon City of Santa Ana's approval in case the information needs to be assumed. Labels will be generated and printed based on the City of Santa Ana formatting requirements. 4.5. Study Report The study report is comprised of different sections which includes the following: o Revision History: includes the information regarding the revisions made to the original report o Table of contents o Executive Summary: which includes the results and recommendations in a tabular format individually color coded for each study section. Each presented table displays a short memo of the finding including any code violations, equipment type/ID, location of the equipment for fast locating, description of the issue or finding and the recommendations. Depending on the finding a phot of the equipment and/or its conditions will be attached to that table. Below is a sample of the above description: Equipment: Panel IC Location: Fed from SWBD MSB Description Recommendation Panel IC has a front cover which is not Due to current condition of panelboard IC, properly secured to the enclosure box and panelboard shall be replaced with new does not comply with manufacturer's panelboard with same ratings, voltage, recommended securing methods. The amperage, phase, and AIC rating. panelboard also lacks proper breaker space covers plates and is in violation of NEC 110.27 Guarding from Live Parts. o Short circuit analysis: this section presents all the information regarding the device duty calculation, a brief methodology of short circuit calculation per IEEE/ANSI standards including the tabular format of the scenarios and results along with the supportive notes. o Protective device coordination study: this section includes the information regarding the device coordination, a brief methodology per standards, list of all the TCCs, TCC graphs, and device settings in tabular format with adjustable settings for low and medium voltage devices. o Arc flash study: this section includes the information regarding the arc flash study, a brief methodology per standards, list of all the scenarios, and a tabular format of the incident energy results. o System data: this section reflects all the resources and documentations utilized for the study for equipment, data gathering and modeling including the assumptions. o Utility data: fault current information obtained from the utility for the purpose of study for each model. Short circuit input/output reports: this section presents the input/output reports and all the associated calculations. This section can be added as an attachment and not incorporated into the main report upon City of Santa Ana's request. One line diagrams: this section represents the one line diagram with a very comprehensive set of the data shown for individual equipment including ratings, settings, etc. It is very easy to navigate and find associated information for any equipment in the one line which is also color coded based on the voltage levels. The format of the presented data for each equipment can be customized upon City of Santa Ana's request. Below show a sample of the data formats shown on the one -lines: DBU Panelhoard o48 kV rzoo_A 65 kA C&T- FA General Electric SELA to0 65 kA Specha RMS SE -too Rating Plug= too LTRckup= Fixed LTBand= Fixed STPidcup= Fixed STBand= Fized((Hx)t= IN) In Pickup= MAX F-TLTTPA C)Ph: i i AWG/kand 7. ft CU XHHW A)G Conduit TAMA(PRI) Other oq8 kV V.lLID: T-UITPA Rated: , WA Max: 45 WA Pd)Sec o.q8 kV `(1 Pos%L z9 % 1 T-UTTPA(SEC) Other o.zo8 kV CIFT-ULA Geneal FJectdc SFIA 250 65 kA Spectra RMS SF-z5o Rating Plug= 250 LTRckup= Fixed LTBand= Fixed STRckup= Fixed S Ikuid= Fized((IAx)t= IN) Inst. Pickup= MAX FT -WA C/PIL t 25o AWG)kanil 70 it CU XHHW q(G Conduit T-UTA(PRI) Other 0.48 kV Rated: 1123 kVA Mae: nz.5 kVA 0.208 kV PrI/Sec o.48 kV o.zo8 kV l�j 1 Pos%Z: 3.9 % T-UTA(5EC) Other o.za8 kV 4.6. Common Problems / Observations The following improvements to the potential issues which can be common and/or typical can be recommended in respect to the developing the arc flash models and study for the City of Santa Ana electrical systems: o Coordinating and arrangements with the utility company and identifying the designated engineer in there ahead of time in order to obtain the available fault current(s) for the system study. o Coordination between the client (City of Santa Ana) and the contractor in the kick off meeting(s) to allocate specific times and technicians familiar with the job -site for the data collection activity in order to avoid delays. o Providing the existing documentations and past reports to assist contactor reviewing and identifying what needs to be performed ahead of time in order to get ready for the data collection effort. This also possibly includes the type of relays that have been installed in the field for preparation purposes. o Making sure that the contractor has access to the electrical rooms and equipment in the normal hours. Coordinating with the contractor for outside of the normal hours. o Identifying the proper tools / equipment prior to the data collection effort in order to avoid delays. For some older / newer relays proper software or tools are needed in order to read/download the settings of the relays. o Coordinate shutdowns (if required) and proper lighting in case of shutdowns for the data collection activity. SMAART POWER is dedicated to provide a high quality service to all of its customers as it currently has with a very high rate of satisfaction. The responsiveness, being on -time and addressing the issues with the deep understanding of the power systems and problem solving capabilities, makes us one of a kind in the industry. We make sure all the details and corners are covered and nothing is left behind or unresolved. a ; ILI ,.o 0 0.0 2 a` ao o� 0 0 0o 0000 0 0 s 0 �.o o 0 o osfl 000 o0 oo so _ c- U - tni oo�� ry Nn w' "Nw �i' rn o rvw a w a� o s a In °° moo ww o - �w F CONw P' L L '� C p N N In - F u Ei tl W ° E RI- ° A a ' -In o P C In P rva c Y ry a b _ - In N O O m m 17 F IS ^-• r �'+ :t. 0 Q Q U- F F < � ❑ Q �� z< Q L 5 c❑ O G In In _ P m nl j 9 v O In c. 3 Y U¢ 0 9 A y L ❑ R 3 0 ¢ ^' v v IN - iz u - yQ U - In�<a In 4 ago cma+o�In U��c CI I I In oa - y Q F -� = F' U z z JI- ZGzmri Q JJ60K J O Q� _ _2:L�M]221 P O ry 9mll Al 1-1 6. Proiect References Project-1: Naval base Facility (NAVFAC) — San Diego, CA Year Completed: 2021 Client Name: NAVAL BASE Contact: Tom Rettenmaier Phone: (805) 390-6245 The scope of this project was modeling the entirety of the new substation for Pier-8 location for multiple ship skids fed from one of the main switchyards including the existing protection and feeders. The scope of the power system study was delineated at multiple redundant stations with transformers sized at 8MVA, 4MVA and 2.5MVA with several voltage regulators down to the 480V distribution circuits tied to renewable energy system (solar). Comprehensive power systems study was performed comprising power flow study, short circuit device evaluation, protective device coordination and arc flash hazard assessment/mitigation as well as programming SEL relays. This was a ten-month project that required gathering existing data, cross-referencing the existing single line diagram, and updating documents to ensure accurate record documents. Additional scope included highlighting existing installation code violations and recommendations to remedy and comply with current codes and standards. The overall power system study included a total of twenty-four scenarios of operation between utility and backup system, highlighting the worst -case incident energy at each piece of equipment. Deficiencies within the electrical system were highlighted and presented with recommendations to remedy such deficiencies, such as overdutied equipment, incident energies greater than 40cal/cm"2, and miscoordination between protection tiers. Project-2: Naval Air Weapons Station — Ridgecrest, CA Year Completed: 2021 Client Name: NAVAL AIR WEAPONS STATION Contact: Tom Rettenmaier Phone: (805) 390-6245 The scope of this project was modeling four new substations replacements and perform load flow study, short circuit device evaluation, protective device coordination and Arc flash hazard assessment/mitigation studies. Each substation is fed from the upstream switching station with 2500kVA, 2000kVA, 1500KVA and 1000kVA transformers including voltage regulators and Tri-Phase switches/protection from 12kV to 4.16kV / 480V loads. During the modeling and study, some deficiencies were found such as overdutied protective devices and adjustment of relay setpoints to coordinate with the upstream and downstream circuits. This studies for those four new substations may lead to the study for the entire electrical system of the facility due to some mis-coordination problems found in the study. Each substation was successfully energized and commissioned and all tests were passed according to the power system study report for this project. Project-3: Los Angeles Metropolitan Transportation Authority — Los Angeles, CA Year Completed: 2021 Client Name: LOS ANGELES METROPOLITAN TRANSPORTATION AUTHORITY Contact. Teo Dominguez Phone: (818) 763-9179 The scope of this project was to model three entire stations of the "Los Angeles Metropolitan Transportation Authority" (East/West 1 st Central Stations, East/West 2nd Broadway Stations and East/West 2nd Hope Stations) with a lot of upgrades to the existing equipment, new installations of breakers and relays, and extending the power distribution to the new circuits. The analysis included coordinating with the upstream 34.5kV circuits with normal/reserved power from the utility and two feeds for each station. Each station has very large motors and a bunch of smaller motors with LIPSs. The new installations as well as replacements/upgrades/retrofits to the exiting breakers needed to be evaluated for the available fault currents from the utility. In addition, the entire stations for all three needed to be re-evaluated for the coordination study, and new and recommended settings had to be provided. Arc flash study needed to be performed for all three stations as well. During the short circuit study, a few breakers/MCCs failed. Looking further into the study and verifying the actual operation of some of the larger motors, we found out some of them operated intermittently and not at the same time. That alleviated the problem of high fault currents contributing from those larger motors. We also came across situations that by adjusting and recommending settings for some of the breakers to achieve proper coordination and selectivity, the incident energies on some of the equipment would go higher. We also suggested the replacement of the breakers with more advanced electronic trip devices to mitigate the incident energies. However, due to the associated cost, the owner decided to stay with the current equipment. The owner of the project also decided to utilize the recommended settings for some of the non -critical circuits, which could be de -energized for performing work on them. For the rest, the old settings were utilized to keep the incident energies down while compromising selectivity since those circuits could not be de -energized prior to work since they were part of the critical circuits and had to be kept energized at all times. 7. Electrical Safety Program SMAART POWER will create and implement a Safety Program which will be in accordance with the guidelines set out by OSHA and the 70E requirements for electrical safety in the workplace, based on the specific needs of the Santa Ana Public Works Agency. The Safety Program will include, but not be limited to the following: - Defining the requirements to meet safety standards Identifying potential hazards and their relations to risks Identifying and defining Limited Approach boundaries and Arc Flash boundaries Determining the Proper PPE needed o Identify what face, hands, and feet equipment will be needed to protect from any hazards o Identify proper clothing allowed and that which is not permitted when working with electrical equipment Creating an Electrical Work Policy which will determine guidelines when working with energized equipment Creating guidelines for de -energized work Creating a check list that can be used for all workers to minimize potential hazards Creating a check list for Supervisors to inspect areas of potential hazards to ensure safety Ensuring all hazardous and energized areas are properly identified using appropriate signage and warnings Develop a schedule for proper evaluation of all areas of risk Training necessary personnel in key positions this safety program so they may implement and train others in the set standards going forward. Create documents to be utilized for Safety compliance which will include images of the specific locations and charts in order to ensure safety and minimize hazard risks. CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT APPENDIX -- ----- ---- -- -- -- -..- ---- ATTACHMENT 3: PROPOSER'S REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. 'The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: T-Reps _ Contact Individual: Tom Rettenmaier Address: 2219 East Thousand Oaks Blvd Suite 212 Thousand Oaks, CA 91362 Contract Amount: $125,000 Description of supplies, Phone Number: (805) 390-6245 Facsimile Number: Year: 2021 or services provided: load flow, short circuit device evaluation, coordination and arc flash Reference Tennessee Valley Authority Customer Name: Nuclear Plant Contact Individual: Marls Bowman Address: 1101 Market St. Phone Number:(423) 751-8239 . Chattanooga, TN 37402 _ Contract Amount: $55,000 of supplies, equipment, or services provided: Reference Customer Name: EBS-LA Address: 15515 San Fernando Mission Blvd Suite 9 Mission Hills CA 91345 Contract Amount: $25,000 Facsimile Number: Year: 2021 Contact Individual: Teo Dominguez Phone Number: (818) 763-9179 Facsimile Number: Year: 2021 Description of supplies, equipment, or services provided: Power systems studies including short circuit, coordination and arc flash studies City of Santa Ana RFP 22.023 Arc Flash Analysis and Electrical Safety Program Development Page 26 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT Reference Customer Name: ICizyma Electric Address: 3608 Clifton Pl. Contract Amount: $110,000 Description of supplies, equipment, or services provid( Power system modeling and analysis of the Disne Contact Individual Adrian Kizyma Phone Number: (818) 767-8000 Facsimile Number: Year: 2021 for short circuit, coordination and arc [lash THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE, City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 27 8. Insurance Certificates ,acoRO® CERTIFICATE OF LIABILITY INSURANCE DATEIMM/DDNYYY) 12/21/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Aimee Guesno Cornerstone Specialty Insurance Services, Inc. A OONr o Ext: (714) 731-7700 FAX No : (714) 731-7750 14252 Culver Drive, A299 ADDRESS:almee(a�cornerstonespecialty.com INSURER(S) AFFORDING COVERAGE NAIC0 INSURERA, RLI Insurance Company 13056 Irvine CA 92604 INSURED INSURER B : SMAART POWER INSURERC: 24301 Rhona Drive INSURER D: INSURER E : Laguna Niguel CA 92677 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 15 SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDLSUNR INSD Me POLICYNUMBER POLICY EFF MMIDDIYYYY POLICY EXP MMIDDIYYVY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE X OCCUR ADDT'L INSURED /P&NC PSB0009703 08/31/2021 08/31/2022 EACHOCCURRENCE $ 2,000,000 DA...ET RE T PREMISES Ea occurrence $ 1,000,000 X MED EXP(Any one person) 10,000 X1 BLNKTWVR OF SUBRO PERSONAL& ADV INJURY $ INCLUDED GEN'LAGGREGATE LIMITAPPLIES PER: POLICY ® JET LOU OTHER GENERALAGGREGATE $ 4,000,005 PRODUCTS - COMP/OP AGG $ 4,000,000 $ q AUTOMOBILE LIABILITY ANYAUTO OWNED SAUTOS CHEDULED AUTOS ONLY HIRED HNON-OWNED AUTOS ON LY AUTOS ONLY PSB0009703 08131/2021 08/31/2022 COMBINED SINGLE L -MIT Ea accident $ 2,000,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ PROPERTY DAMAGE Per accident $ A X UMBRELLA LEAD EXCESS LIAB x OCCUR CLAIMS -MADE PSED004848 12/14/2021 08/31/2022 EACH OCCURRENCE $ 3,000,000 AGGREGATE $ 3,000,000 DED I I RETENTION $ $ WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY YIN ANY PROPRIETORIPARTNEWEXECUTIVE OFFICERIMEMBER EXCLUDED? (Mandalory, In NH) If yes, describe under DESCRIPTION OF OPERATIONS be. NIA PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE -POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) Evidence of coverage in force. Contractual insurance requirements will be addressed at the time the contract is awarded. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN FOR PROPOSAL PURPOSES ONLY PLEASE CONTACT ACCORDANCE WITH THE POLICY PROVISIONS, CORNERSTONE SPECIALTY AUTHORIZED REPRESENTATIVE TO VERIFY COVERAGE IN FORCE of Ui ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 26 (2016103) The ACORD name and logo are registered marks of ACORD A� " CERTIFICATE OF LIABILITY INSURANCE DATE(MM'°DVYYY) 11 /17/zou THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER BIBERK P.O. Box 113247 Stamford, CT 06911 CONTACT NAME:PHONE 644-472-0967 FAx - - Ext: AIC Nc: LC IL A DD alEss: customerservice@biBERK.com INSURERS AFFORDING COVERAGE NAIC# INSURERA: Wellfleet Insurance Company I19MAART POWER INSURER B: INSURER C: SMAART POWER INSURER D: 24301 RHONA DR Laguna Niguel, CA 92677 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF ADDLSUBR D POLICYNUMBER POLICY EFF IMMIDDNYYYI POLICY EXP fMMIDDIYYYY)LIMITS COMMERCIAL GENERAL LIABILITY RRENCE $ 0 CLAIMS ❑ OCCUR RENTED occurrence 0a $ny one person $ 0ADV 2DAMAGETO INJURY $ 0SENT AGGREGATE LIMIT APPLIES PER: LOC GREGATE $ 0POLICYJEC°T -COMP/OP AGG $ 0 S OTHER: AUTOMOBILELIABILITY COMBINED SINGLE UMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BOOT LY I NJURY(Per accident ) $ PROPERTY DAMAGE Per accidents $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY UMBRELLAUAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS UAB CLAIMS -MADE DED RETENTION$ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANYPROPRIETORIPARTNERIEFECUTIVE M CFFICERNEMBEREXCLUDED9 (Mandatory in NHl NIA N9WC369231 11/16/2021 11/16/2022 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $1,000,000 EL.DISEASE - EA EMPLOYEE $1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ 1,BD0,000 Professional Liability (Errors & Per Occurrence/ Omissions): Claims -Made Aggregate DESCRIPTION OF OPERATIONS/ LOCATIONS (VEHICLES (ACORD 101, Addklonal Remarks Schedule, maybe attached If mare space is required) Exclusions: SANAZ SHARAFKHANIAN; Additional Named Insured:SMAART POWER CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Clean Energy THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 4675 MacArthur Court Suite 800 Newport Beach, CA 92660 AUTHORIZED REPRESENTATIVE 01988-2015 ACORD CORPORATION. All rights reserved. ACORD 26 (2016/03) The ACORD name and logo are registered marks of ACORD A� " CERTIFICATE OF LIABILITY INSURANCE OATE(IYVYYI 08/30/2021021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER BIBERK P.O. Box 113247 Stamford, CT 06911 CONTACT NAME:PHONE 844-472-0967 FAX - - AIC No Ext: AIC No: ADD Rls, customerservice@biBERK.com INSURII AFFORDING COVERAGE NAIC# INSURERA: Berkshire Hathaway Direct Insurance Company 10391 I9WRT POWER INSURER B: INSURER C: INSURER D: 24301 RHONA DR Laguna Niguel, CA 92677 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR OF INSURANCE ADDLTYPE INSD SUER POLICYNUMBEIR MMIDDIYYYV MMIODIYYY LIMITS COMMERCIAL GENERAL LIABILITY ❑ OCCUR EACH OCCURRENCE $ RENTED DAMACLAIMS-MADE PREMISES EaNTED PREMISES Ea occurrence) $ MED EXP (Any one person) $ GEHL PERSONAL &ADV INJURY $ AGGREGATE UNIT APPLIES PER: POLICY ❑ JECT LOC OTHER: GENERAL AGGREGATE $ PRODUCTS - COMPIOP AGO $ $ AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY CO MBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTYDAMAGE Per accident $ _ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACHOCCURRENCE $ AGGREGATE $ DEB I I RETENTION$ $ WORKERSCOMPENSATION AND EMPLOYERS' LIABILITY YIN ANYPROPRIETORIPARTNEWEXECUTIVE ❑ OPFICERIMEMBEREXCLUDED9 (Mandatory In NH) If yes, descrihe under DESCRIPTION OF OPERATIONS below NIA PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ E.L. DISEASE -POLICY LIMIT $ A Professional Liability (Errors & Omissions): Claims -Made N9PL079670 8/31/2021 8/31/2022 Per Occurrence/ Aggregate $1,000,000/ $2,000,000 DESCRIPTION OF OPERATIONS LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached H more space is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Clean Energy THE EXPIRATION DATE THEREOF, NOTICE ACCORDANCE WITH THE POLICY PROVISIONS. WILL BE DELIVERED IN 467S MacArthur Court Suite 800 Newport Beach, CA 92660 AUTHORIZED REPRESENTATIVE �p ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 9. Non -Collusion Affidavit CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL, SAFETY PROGRAM DEVELOPMENT NON -COLLUSION AFFIDAVIT ,Title 23 United States Code Section 112 and Public Contract Code Section 71061 In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of. any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that 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, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that 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, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The bove Non -collusion c- tioned that making a crimina pros ation. Signed Affidavit is pact of the Proposal. BIDDERS are false certification may subject the certifier to State of California County of ---- Subscribed anq sworn to (or affirmed) before me on this _ 02. day of �r , 20 ?2_ bY_IiYC'�°t ia1gDksL_, proved to me on the basis of satisfactory evidence to be the person( who appeared before me Notary Public Sig o _ tAvin I. Amtlwatn "� �1- � CQMM. ri7.370A.03 z � �'�<� l:. ��', Plotary puhlir, •California o z "y�r'i'• Ora,?ge County ��'�• iW Comr�n. Expires Au . 28 2025 Notary Public Seal A notary public or other officer completing this a Iflcate verHles only the Identity of the indl. vidual whOs nod tha documa d to which this cedlflcate is attaChad, and not the truthfulness, acouracy, or validity of that document. Cdy of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safely Program Development Page 38 10. Non-Lobbyinq Certification CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code, Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: a4k&a Title: Principal Firm: Smaart Power Date: 5/20/2022 City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 39 1 1. Non -Discrimination Certification CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1, The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or City of Santa Ana RFP 22.023 Arc Flash Analysis and Electrical Safety Program Development Page 40 12. Agreement Statement SMAART POWER has reviewed the sample agreement contract and finds no areas of concern except item #1 in the following in regards to the agreement: 1. SMAART POWER is not certain if "Arc Flash Study Development for the City of Santa Ana" falls under prevailing wage requirements as indicated in Attachment-4 Section.4 therefore SMAART POWER considers the provided "Fees and Standard Cost Schedule" is applicable to this project as indicated in the "FEE & STANDARD COST SCHEDULE" attachment. 2. Be able to perform the agreed upon work with knowledge and expertise 3. Complete the project as defined in Scope of Services 4. Accept payment as outlined and will provide applicable invoices evidencing work performed 5. Be construed as an independent contractor for the city of Santa Ana. 6. Allow non-exclusive and perpetual license for the city to use and copy programs created 7. Provide proof of insurance as required 8. Maintain confidentiality in regard to information that may be proprietary or confidential 9. Have no conflicting interests in regards to this projects and the performance of services. EXHIBIT C CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT APPENDIX ATTACHMENT 2: FEE PROPOSAL Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the ATTACHMENT 1: SCOPE OF WORK. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classification, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. Any special materials will be purchased by the contractor only after discussed and authorized by the City projects manager or designee in writing. Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City's Public Works Water Resources Division. FEE SCHEDULE The undersigned declares that he/she has carefully examined the request for proposal, that he/she has examined the Proposed Scope of Services, and hereby proposes to furnish all material and do all the work required to complete the said work in accordance with said Proposed Scope of Services, for the unit price(s) set forth in the following schedule: Note: This contract is subject to prevailing wages. TO: CITY COUNCIL OF THE CITY OF SANTA ANA FROM: Smaart Power Arc Flash Analysis Fee Schedule for Contractor to provide updated single line electrical drawing, short circuit model drawing and arc flash model drawing for the following locations (existing historical documentation can be found in Appendix B): Item # Bid Item Unit Quantity Amount 1. Well 24 (1800 W 22dd St, Santa Ana) LS 1 $ 3,000 2. Well 29 (101 S Flower St, Santa Ana) LS 1 $ 3,000 3. Well 31 (1815 W Chestnut Ave, Santa Ana) LS 1 $ 3,400 4. Well 33 (917 W Walnut St, Santa Ana) LS 1 $ 3,700 City of Santa Ana RFP 22-023 Are Flash Analysis and Electrical Safety Program Development Page 24 CITY OF SANTA ANA RFP NO.: 22-023 ARC FLASH ANAYLSIS AND ELECTRICAL SAFETY PROGRAM DEVELOPMENT 5. Well 34 (1727 W Alton Ave, Santa Ana) LS 1 6. Well 35 (1718 N Sydney St, Santa Ana) LS 1 $ 4 200_ 7. Well 36 (2415 N Bristol St, Santa Ana) LS� 1 $ 3,700 8. Well 37 (2007 McFadden Ave, Santa Ana) LS 1 $ 3,700 — 9. Well 38 (2736 N Cambridge, Santa Ana) LS 1 $ 3,700 10, Well 39 (2315 N Bristol St, Santa Ana) LS 1 $ 5,800 11. Well 40 (1301 Mabury St, Santa Ana) LS — 1 12. Well 41 (907 N Flower St, Santa Ara) LS 1 $ 3,700 Total $ 45,800 with fee schedule. Contractor's labor and equipment rate sheet shall list rates for all labor designations, equipment and materials. BIDDER INFORMATION: Legal Company Name: __Smaart Dower Complete address: 300 Spectrum Center Dr. Ste 431 Irvine CA 92618 Phone Number: 949-209-7299 Email Address: ali@smaartpower.com Authorized Signature: 444 i2.ra494 Name: Ali Halimi Title: Principal — City of Santa Ana RFP 22-023 Arc Flash Analysis and Electrical Safety Program Development Page 25 m � � 0 0000 m Ln m ID O1 lD N N 00 rl m 00 rl c-I cl 14 rl 11 toir I ti/} -tn ti/? ti/} ti/} tih tin V'i O O r4 Ln O O O OLn to N N O Nf O O fl rl rl rl rl e-I rl rl c-I ci O O O Ln r O O Il N n Ol m N 4 W N 00 rl O w dt rH v l Il O H 00 w jp ri rl rl rl H rl Y O Y ti/? 414} {n Ln tin ti/A ti/T t/i tA 0 t O O O O O O O O O N O O L/1 111 O O L/1 L/1 V1 L m m N m " N N N m V C O O O O O O O O O O O O O O O O O O O O O Ln ui Ln L/1 ui un m rl Dl 00 lD 00 Ol lD ZT r1 ci tU Y L {/} {/} ti/} ti/} ti/ ti/} V/ ti/} tin. c O .Y L N � Y v _N C L iC= LU =_ C L tm Q B Q C L O Q) O1 O c W L Q) C U1 W C � h It L 0 U 0 y0, N y an W L 0 W -O i O U a)bA C N L 0 1W Polezhaev, Katerina From: City of Santa Ana <certificate-request@ctraxjdidata.com> Sent: Friday, December 2, 2022 9:03 AM To: ali@smaartpower.com; Fernandez, Armando; aimee@cornerstonespecialty.com; Polezhaev, Katerina Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor SMAART POWER Name: Project TBD (53) Number: Project Agreement With Smaart Power, LLC, To Provide ARC Flash Analysis And Name: Electrical Safety Program Development Services For The City Of Santa Ana The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverages) are: TYPE OF INSURANCE AUTOMOBILE LIABILITY GENERAL LIABILITY WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Thank you, City of Santa Ana Risk Management Division in partnership with POLICY NUMBER PSB0009703 PSB0009703 EXPIRATION COI DATE DATE 08/31 /2023 11 /21 /2022 08/31/2023 11 /21/2022 N9 W C743070 11 / 16/2023 11/29/2022 FILE NAME Santa Ana Certificate.pdf Santa Ana Certificate.pdf City of Santa Ana_N9WC743070- ACORDAPP25- C.PDF 1 DATE(MM/DD/YYYY) A`"R" CERTIFICATE OF LIABILITY INSURANCE 01/31/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Aimee Guesno NAME: Cornerstone Specialty Insurance Services,Inc. PHONE Ext: (714)731-7700 A C No: (714)731-7750 14252 Culver Drive,A299 E-MAIL amee@cornerstonespecialty.com ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# Irvine CA 92604 INSURERA: RLI Insurance Company 13056 INSURED INSURER B SMAART POWER INSURER C: 24301 Rhona Drive INSURER D: INSURER E: Laguna Niguel CA 92677 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFYTHAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL UBR POLICY NUMBER MM/DD YYYYMPOLICY EFF O DD YYYY LIMITS ICY EXP LTR INSD WVD X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 DAMAGE_7CLAIMS-MADE �OCCUR PREM SESOEa occu«Dence $ 1,000,000 X ADDT'L INSURED/P&NC MED EXP(Any one person) $ 10,000 A X BLNKTWVROFSUBRO Y Y PSB0009703 08/31/2024 08/31/2025 PERSONAL&ADV INJURY $ INCLUDED GEN'LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PRO ❑ 4,000,000 JECT LOC PRODUCTS-COMP/OPAGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED Y Y PSB0009703 08/31/2024 08/31/2025 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY /� AUTOS ONLY Per.accident UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 3,000,000 A X EXCESSLIA6 CLAIMS-MADE PSE0004848 08/31/2024 08/31/2025 AGGREGATE $ 3,000,000 DED I I RETENTION$ $ WORKERS COMPENSATION X1 SPER TATUTE EORH AND EMPLOYERS'LIABILITY Y/N 1,000,000ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ p` OFFICER/MEMBER EXCLUDED? NIA PSW0006200 01/29/2025 08/31/2025 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Certificate Holder is Additional Insured for General Liabilityon a primary and non-contributory basis,but only if required b written contract with the Named p Y rY Y� q Y Tu Tran Insured prior to an occurrence and as per attached endorsement.Coverage is subject to all policy terms and conditions.*30 days notice of cancellation, Nguyen except for 10 days notice for non-payment of premium. APPROVED By Tu Tran Nguyen at 7:33 am,Feb 06,2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Attention:Water Resources Division(M85) AUTHORIZED REPRESENTATIVE 215 S Center St. Santa Ana CA 92703 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: PSB0009703 RLI Insurance Company Named Insured: Smaart Power THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack® FOR DESIGN PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM -SECTION II —LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on a an additional insured any person or organization that primary basis, or a primary and non-contributory you agree in a contract or agreement requiring basis, this insurance is primary to other insurance insurance to include as an additional insured on this that is available to such additional insured which policy, but only with respect to liability for "bodily covers such additional insured as a named insured, injury", "property damage" or "personal and and we will not share with that other insurance, advertising injury" caused in whole or in part by you provided that: or those acting on your behalf: a. In the performance of your ongoing operations; a. The"bodily injury" or"property damage"for which coverage is sought occurs after you have b. In connection with premises owned by or rented entered into that contract or agreement; or to you; or c. In connection with "your work" and included b.The "personal and advertising injury"for which within the "product-completed operations coverage is sought arises out of an offense hazard". committed after you have entered into that contract or agreement. 2. The insurance provided to the additional insured by this endorsement is limited as follows: 4. The following is added to SECTION III K. 2. a. This insurance does not apply on any basis to Transfer of Rights of Recovery Against Others to any person or organization for which coverage Us—COMMON POLICY CONDITIONS(BUT as an additional insured specifically is added by APPLICABLE TO ONLY TO SECTION II— another endorsement to this policy. LIABILITY) We waive any rights of recovery we may have b. This insurance does not apply to the rendering against any person or organization because of of or failure to render any "professional payments we make for"bodily injury", "property services". damage" or"personal and advertising injury" arising c. This endorsement does not increase any of the out of"your work" performed by you, or on your limits of insurance stated in D. Liability And behalf, under a contract or agreement with that Medical Expenses Limits of Insurance. person or organization. We waive these rights only where you have agreed to do so as part of a 3. The following is added to SECTION III H.2. Other contract or agreement with such person or Insurance — COMMON POLICY CONDITIONS organization entered into by you before the"bodily (BUT APPLICABLE ONLY TO SECTION II — injury" or"property damage" occurs, or the"personal LIABILITY) and advertising injury"offense is committed. However, if you specifically agree in a contract or agreement that the insurance provided to an ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 304 02 12 Page 1 of 1 WORKERS'COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right against the person or organization named in the Schedule.(This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be %of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description All persons or organizations that are party to a Job performed for any person or organization that you contract that requires you to obtain this have agreed with in a written contract to provide this agreement,provided you executed the contract agreement. before a loss This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective O1/29/202S Policy No. PSW0006200 Endorsement No. Insured Smaart Power Insurance Company RLI Insurance Company DATE(MMIDD/YYYY) AC"" CERTIFICATE OF LIABILITY INSURANCE 08/07/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Lisa Greenberg NAME: Cornerstone Specialty Insurance Services,Inc. pAH/cNE. Ext: (714)731-7700 a/c,No: (714)731-7750 14252 Culver Drive,A299 E-MAIL lisa@cornerstonespecialty.com ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# Irvine CA 92604 INSURERA: RLI Insurance Company 13056 INSURED INSURER B SMAART POWER INSURER C: 24301 Rhona Drive INSURER D: INSURER E: Laguna Niguel CA 92677 INSURER F: COVERAGES CERTIFICATE NUMBER: 25/26 COVERAGES REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCEAUULbUBK POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE FX OCCUR PREM SDAMAGES Ea oNcurDreme $ 1,000,000 X ADDT'L INSURED/P&NC MED EXP(Any one person) $ 10,000 A X BLNKT WVR OF SUBRO Y Y PSB0009703 08/31/2025 08/31/2026 PERSONAL&ADV INJURY $ INCLUDED MOTHER LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PRO ❑ LOC PRODUCTS-COMP/OP AGG $ 4'000'000 JECT: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 2,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED Y Y PSB0009703 08/31/2025 08/31/2026 BODI LY I NJ U RY(Pe r accide nt) $ AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY /� AUTOS ONLY Per accident UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 3,000,000 A X EXCESS LAB CLAIMS-MADE PSE0004848 08/31/2025 08/31/2026 AGGREGATE $ 3,000,000 DED I I RETENTION $ $ WORKERS COMPENSATION ER/� STATUTE EORH AND EMPLOYERS'LIABI LI TY Y/N 1'000'000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ AOFFICER/MEMBER EXCLUDED? N/A PSW0006200 08/31/2025 08/31/2026 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Digitallysi ined Re:A-2022-205-02 TU Tran byTuTran Cityof Santa Ana is Additional Insured for General Liability on a primary and non-contributor basis,but only If required b written contract with the Named Nguyen Y p Y Y Y q Y Ngu\/en Date:2o2 08.08 Insured prior to an occurrence and as per attached endorsement.Coverage is subject to all policy terms and conditions.*30 days notice of cancellation, J l 08:44:53- 'oo' except for 10 days notice for non-payment of premium. APPROVED By Tu Tran Nguyen at 8:44 am,Aug 08,2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN City of Santa Ana Att:Heidi Chou ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE 215 S Center St.M-85 Santa Ana CA 92703 @ 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD WORKERS'COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 (Ed.04-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy.We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be %of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description All persons or organizations that are party to a Job performed for any person or organization that you contract that requires you to obtain this have agreed with in a written contract to provide this agreement,provided you executed the contract agreement. before aloss This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 08/31/2025 Policy No. PSW0006200 Endorsement No. Insured Smaart Power Insurance Company RLI Insurance Company Policy Number: PSB0009703 RLI Insurance Company Named Insured: Smaart Power THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack° FOR DESIGN PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM -SECTION 11 —LIABILITY 1. C. WHO IS AN INSURED is amended to include as additional insured under this policy must apply on a an additional insured any person or organization that primary basis, or a primary and non-contributory you agree in a contract or agreement requiring basis, this insurance is primary to other insurance insurance to include as an additional insured on this that is available to such additional insured which policy, but only with respect to liability for "bodily covers such additional insured as a named insured, injury", "property damage" or "personal and and we will not share with that other insurance, advertising injury" caused in whole or in part by you provided that: or those acting on your behalf: a. In the performance of your ongoing operations; a. The"bodily injury"or"property damage"for which coverage is sought occurs after you have b. In connection with premises owned by or rented entered into that contract or agreement; or to you; or c. In connection with "your work" and included b. The "personal and advertising injury"for which within the "product-completed operations coverage is sought arises out of an offense hazard". committed after you have entered into that contract or agreement. 2. The insurance provided to the additional insured by this endorsement is limited as follows: 4. The following is added to SECTION III K. 2. a. This insurance does not apply on any basis to Transfer of Rights of Recovery Against Others to any person or organization for which coverage Us—COMMON POLICY CONDITIONS (BUT as an additional insured specifically is added by APPLICABLE TO ONLY TO SECTION II— another endorsement to this policy. LIABILITY) We waive any rights of recovery we may have b. This insurance does not apply to the rendering against any person or organization because of of or failure to render any "professional payments we make for"bodily injury", "property services". damage"or"personal and advertising injury" arising out of"your work" performed by you, or on your c. This endorsement does not increase any of the behalf, under a contract or agreement with that limits of insurance stated in D. Liability And person or organization. We waive these rights only Medical Expenses Limits of Insurance. where you have agreed to do so as part of a 3. The following is added to SECTION III H.2. Other contract or agreement with such person or Insurance — COMMON POLICY CONDITIONS organization entered into by you before the"bodily (BUT APPLICABLE ONLY TO SECTION II — injury"or"property damage"occurs, or the"personal LIABILITY) and advertising injury" offense is committed. However, if you specifically agree in a contract or agreement that the insurance provided to an ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 304 02 12 Page 1 of 1