DARSWEIL L.

ROGERS, COMMISSIONER FAYETTEVILLE PUBLIC WORKS COMMISSION

WADE R. FOWLER, JR., COMMISSIONER 955 OLD WILMINGTON RD
EVELYN O. SHAW, COMMISSIONER P.O. BOX 1089
D. RALPH HUFF, III, COMMISSIONER FAYETTEVILLE, NORTH CAROLINA 28302-1089
ELAINA L. BALL, CEO/GENERAL MANAGER TELEPHONE (910) 483-1401
WWW.FAYPWC.COM

January 15, 2021

TO: All Prospective Bidders

FROM: Trent Ensley, Procurement Manager

SUBJECT: ADDENDUM NO. 2

PWC2021028 – BUTLER WARNER GENERATION PLANT BESS
PROJECT

1. The Specifications and Bid Documents are hereby modified or clarified per the attached
documents.

2. The foregoing changes or clarifications shall be incorporated in the original Bid Documents
and a signed copy of this Addendum No. 2 shall accompany the bid to acknowledge the
bidder’s receipt and familiarity with the changes and/or clarifications.

TE: tke

Acknowledgement:

Company

By

Date

BUILDING COMMUNITY CONNECTIONS SINCE 1905

AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
 QUESTIONS AND RESPONSES FOR:
PWC2021028 – BUTLER WARNER GENERATION PLANT BESS PROJECT
1. Do you have any pre-bid conference and if that can be accessible via remote access
(zoom, MS Teams, skype, etc)?
a. Reference Addendum No. 1

2. Could you clarify for which period of time co-insurance in section 14.7 should apply
(during construction, 1 year after construction, 5 years after construction)?
a. Section 14.7 and its entirety is here by removed from the General Conditions for
the Bid Specifications.

3. Could you wave section 14.7 since you did not have it in generator RFPs, while it will
make insurance more costly and complicated?
a. Section 14.7 and its entirety is here by removed from the General Conditions for
the Bid Specifications.

4. Is there any possible way to coordinate a site visit to view the existing site conditions?
a. To help reduce the spread of Covid-19 PWC is refraining from vendor site visits
at this time. Reference Addendum No. 1 for photos of the current project site
conditions.

5. What is the period of the insurance it has to be valid (see section 14 at page IB - 5)? Is it
for 5 years of the project warranty period or shorter?
a. A minimum of 3 years

6. Is property Damage Insurance required 10 days after the contract award or prior the
delivery/construction start?
a. Its due by the date that the project starts

7. Are Respondents expected/allowed to attend the opening of the bids?

a. This is a public bid opening and bids will be read aloud, Respondents are not
required to attend the bid opening, but are allowed to attend the bid opening.
Respondents who attend the bid opening are required to wear a mask and practice
social distancing.

8. Can you please provide ideal project schedule including when the project will be awarded
and expectation surrounding (Commercial Operation Date) COD of the BESS site?
a. Anticipation for Notice of award is April/May 2021 with an anticipated Notice to
Proceed Date June/July 2021 with a target completion of June 30, 2022.

9. The description of the BESS components does not include any medium voltage
transformer. Is bidder to assume this will be supplied by others?
a. The transformer will be provided by the bidder. The provided one line describes
the current interconnection and the new BESS will be added in parallel on the
secondary side of the new transformer.

1
10. Is the expectation for the bidder to install an MV transformer supplied by the Owner?
Who will be the responsible for determining the location of the transformer? Can a
specification of this new transformer be supplied to bidder for review?
a. The transformer will be provided by the bidder. The transformer will incorporate
the solar farm, the current BESS and the new BESS. The transformer will be the
current location of the existing transformer that is used for the solar farm and
current battery system.

11. If foundations are expected to be handled by respondent, please provide geotechnical

report for site.
a. We do not have a geotechnical report at this time. If required, this will need to
be done by the bidder after the project is awarded.

12. Concrete pads are explicitly specified within the RFQ. Are helical piles an acceptable
alternative?
a. Helical pile is acceptable

13. What currently exists in the two areas identified for expansion ("FUTURE EXPANSION
#1" & "FUTURE EXPANSION #2")?
a. Pictures will be provided. We would like to use expansion #1 first and if more
room is needed, we will use expansion #2

14. Is there space to be used as a lay down yard?

a. Yes, there are some cleared areas near the substation (approximately 60 yards by
20 yards a distance of approximately 150 yards away)

15. Can you supply a KMZ of the drawing or the coordinates to place this drawing?
a. The images in google earth are updated for street view, not aerials. A KMZ file
will be provided.

16. Could you wave the requirements of frequency droop control, Voltage droop control,
Virtual generator inertia, Real Power vs Reactive power limiting? Our Comment: These
requirements being stated for PCS are in fact apply to BESS itself and not clear why are
required if the use case is a peak shaving. Adding all of these functionalities will just add
costs for PWC without clear value for your use case.
a. The requirements for frequency droop control, Voltage droop control, Virtual
generator inertia, Real Power vs Reactive power limiting will be waved. Please
refer to the amendment for updated requirements on Utility Supporting
Functions.

17. Why is HMI interface is required if all dispatch is done via SCADA?
a. We currently have both and we see a lot of benefit to having both. PWC will
provide a demonstration during the scheduled Pre-Bid.

2
18. Will PWC accept annual maintenance as a mandatory requirement for keeping the
warranties? Our Comment: All our battery supply agreements, require that annual
maintenance is done by OEM in order to keep the warranty. PWC will be able to do the
maintenance directly after the warranty period.
a. Yes. Annual Maintenance is acceptable to be performed by the bidders, but the
cost needs to be included in the proposed price. If separate, then it needs to be
labeled as required with enough information to incorporate the cost into the
evaluation.

19. Will PWC accept dispatch control of BESS non via SCADA (i.e. via web-interface or
other means)?
a. No, we want to have a SCADA interface and web-interface. Please reference the
updated specifications within this addendum.

20. Page GC-7 has a signature field. Do we need to sign that when submitting the bid?
a. Page GC-7 signature field must be signed when submitting a bid.

21. Do we need to be licensed in NC if we are planning to subcontract all EPC and civil
works?
a. The bidder must be licensed in North Carolina, and the license must be valid at
the time he or she submits a bid. North Carolina Local governments cannot
consider the bid of or enter into a contract with contractors that are not properly
licensed in the state of North Carolina.

22. Are union labor rates required for installation/construction or non-union labor can be
used?
a. Union labor is not required for installation/construction.

23. Can we deliver the proposal envelop before 26 January directly to your name?
a. Bids can be delivered before 2PM (EST) January 26, 2020. All bids must be
received no later than 2PM, regardless of the bidder’s chosen means of delivery.
Bids should be address as:
Fayetteville Public Works Commission
Attn: Nikole Subject, Procurement Advisor
955 Old Wilmington Road
Fayetteville, NC 28301

24. What is the delivery deadline for this project? The RFP specifies “TBD”, see page B-1.
a. Reference response to question #8.

25. Should our proposal include also costs and installation of a new 12 kV transformer and
removal of the existing 12 kV transformer (see one-line diagram vs par. 2.5.2 at S-2)?
a. Yes.

26. Is the tolerance of +/-10% applicable to both Power and Energy by the end of 5th year
(see page S-6)?
a. Yes

3
27. It is not clear why overload is required when disconnected from the utility grid if the
project is not required to provide microgrid functionality (par 9.1-page S-7).
a. Overload for fault protection and fault identification to protect the upstream
utility. Should a bidder take exception to this, this must be provided on the forms
of exceptions and the bidder must justify how the proposed system will be
protected by faults.

28. Is performance bond to be kept for 12 months after the commercial operation for the 5-
year warranty period?
a. Reference IB-3 Section 6.0 Performance and Payment Bonds (6.3)
“In all Performance and Payment Bonds, the provision that no suit, action, or
proceeding by reason of any default whatsoever shall be brought on this Bond
after a specified number of months shall be fixed at twelve (12) months. The
face value of the Bond shall be one hundred percent (100%) of the Contract
price for a period of twelve (12) months following the day when the last of the
labor was performed, or equipment was furnished, or final settlement was made
with the Contractor, whichever occurs last.”
29. Alternative proposals:
a. Will PWC be interested in 3rd party forecast and dispatch of BESS as an
alternative to SCADA integration? PWC will be dispatching the system as we see
fit.
b. Will PWC be interested in the alternative proposal for 2-hour battery with 3rd
party forecast& dispatch covered by performance guaranty? We believe 2-hour
battery with our forecast & dispatch will bring better financial results for PWC,
while our performance guarantee will ensure accurate prediction of coincident
peak events. We want 4 hours. We have a 2-hour system and through experience
want a 4-hour system.
c. Will PWC be interested in an alternative proposal under a benefit share
agreement when BESS is owned and operated by a 3rd party, while PWC gets a
portion of savings? No

30. As we think about solution, product availability, and pricing, can you please provide
guidance on targeted project COD?
a. Target completion is June 30, 2022.

31. Please confirm that the system will be discharged for 150hrs per year, (i.e. 37.5
equivalent cycles).
a. Confirmed. We will use this system for load management purposes. We will use
the system only during those times.

32. Is the intention to provide a single transformer which is rated to serve both the BESS and
existing PV project?
a. Yes

33. Can the inverter AC output be floating? Are voltages other than 480V acceptable?
a. 480 is set considering the solar array and the current BESS system and all current
and new system need to be interconnected.

4
34. Please confirm that the bidder will supply the transformer to step up from the BESS
inverter output to 12.47/7.2 kV.
a. We will have one transformer that will setup the voltage from 480V to 12470V
this transformer will be provided by the bidder. The Transformer will setup the
power for the current BESS the current solar array and the new BESS.

35. Are other generators or loads paralleled on the 480V system?

a. Yes, there is a current BESS system and Solar array behind a single switchgear.
The new system will be installed in parallel with the existing switchgear.

36. What is the KVA rating of the site power provided by the owner for control and thermal
management loads? Will the power be 120/240VAC split phase or 277/480VAC 3 phase,
or 208/120VAC 3 phase?
a. 277/480VAC 3 phase. PWC will provide 120/240 or 277/480 for the secondary
power whichever is required. But the system must have 120-volt receptacles per
the addendum.

37. If we submit our bid without having NC contractor license, what is the latest moment
when PWC requires us to get it (i.e. before construction starts)?
a. The contractor’s license must be valid at the time he or she submits a bid.

38. Will Contract include other documents apart from pages C-1 till C-11 of the RFP
document? If other documents are expected, what will happen with our bid security if we
have disagreements for other documents? Will you allow contract negotiation?
a. Forms of Exceptions must be submitted within the Bidders sealed bid. Bidders
can attach any Redline exceptions to the specified General Terms and C-1 till C-
11.

39. What manufacturer is your current switchgear and inverters on site?

a. Eaton is the Switchgear manufacturer, WsTech is the inverter manufacturer

40. On drawing G-100 is shows that a step-up transformer is to be provided by PWC, but on
Drawing E2.0 it shows transformer T-PV. Can we get clarification that these are not
considered the same transformer? Also, if these are different transformers can get the
exact location of where T-PV is to be located?
a. We will have one transformer that will setup the voltage from 480V to 12470V
this transformer will be provided by the bidder. The Transformer will setup the
power for the current BESS the current solar array and the new BESS. The
drawing G-100 was an erroneous statement no transformer will be provided by
PWC.

41. Can a site visit be coordinated with PWC?

a. Reference response to question #1 and #4.

42. Are the sizes of 1.44 MW / 1.5 MW / 1.75 MW (+/- 10% tolerance) specify the output of
BESS before adjusting to auxiliary consumption? Section 10.3.3. (page S-10) specifies,
that BESS will be given a separate AC auxiliary supply.
a. Those sizes exclude auxiliary consumption. i.e. We need output of 1.75MW onto
the grid.
43. Is the space available at Expansion 1 and Expansion 2 including or excluding clearance
for maintenance?

5
 a. Excluding clearances for maintenance.

44. Can we use min 6 ft (max 10 ft) additionally on the long edges of Expansion 1 for the
maintenance (i.e. opening of the doors)? See the screenshot of the sketch is below.

a. Yes.

45. Our BESS requires 480 V for auxiliary power (about 100 kW peak power), will you
allow step-up transformer from 240 V or self-supply from 480 V of the main connection?
a. Either will be acceptable, but it is required that the power output onto the grid
meets its rating either way.

46. Is there an owner’s opinion of probable cost for the project?

a. An Engineering Estimate for the project is not available at this time.

47. Geotechnical information could not be determined for this site. Has there been any soil
analysis done in the past? Is the contractor responsible for a geotechnical survey?
a. Contractor is responsible for the survey. Reference response to question #11.

48. There is mention in several places that the contractor is responsible for providing and
installing the new transformer. The layout drawing states new transformer by PWC;
concrete pad by contractor. Please confirm if PWC or Materialman is providing the
transformer.
a. Materialman to provide the transformer.

49. Please confirm if required for the underground conduit / raceway to be in concrete
encased duct bank. Is direct burial acceptable?
a. Direct burial will be unacceptable, Conduit or raceway are acceptable, they do
not need to be encased in concrete.

6
50. Please confirm that the 5-year warranty on the base bid includes not only includes the
batteries, but the balance of system (switchgear, BESS container, relays, etc.). Also,
please confirm the same is expected for the 10-year alternate.
a. Confirmed. Bumper-to-Bumper warranty is required for all bidder provided
material.

51. Please confirm whether an online Bid submittal is acceptable (via email or fileshare,
i.e. DropBox).
a. Online Bid submittals will not be accepted for this project.

52. Please confirm that the Owner survey will capture the boundary with utility locates.
a. Confirmed

53. Please confirm that helical piers for equipment foundations are acceptable.
a. Confirmed

54. Is any portion of the site within a flood plain?

a. No portion of the site is within a flood plain.

55. Section 12.3.1 requires fuses within the inverter for over current protection. Is a circuit
breaker acceptable instead?
a. Yes, a circuit breaker will be accepted as well.

56. Section 9.1 requires the inverter to provide 120% of nameplate for 10 seconds. Is this still
required given that islanding capability is not requested?
a. No, the 120% of nameplate requirement is for fault detection purposes. The
bidders may take exception to this requirement but will need to provide an
acceptable explanation for the Owner’s engineer of the protection philosophy and
how faults will be detected and cleared.

57. Can PWC extend the due date till the end of February?
a. The originally scheduled bid opening has been changed from January 26, 2021 at
2:00 p.m. to February 23, 2021 at 2:00 p.m.
58. Can we have an extension of a total of 6-8 weeks from today to properly quote this
project?
a. Reference response to question #57.

59. We need a better understanding of the civil works required for the site, and what they will
do if anything?
a. The bidder is responsible for all civil work and construction. PWC will provide
the auxiliary power if needed, and the final connection to the primary side of the
transformer.

60. Who is to handle permitting for this project?

a. The bidder is responsible for all permitting for this project.
61. Also, will they accept a technology only bid for this project?
a. The Bidders must provide a turn-key solution bid. Bidders that are interested in
only technology must find a partner for construction.

7
 engineering for the future since 1960

January 14, 2021

To: Prospective Bidders

Subject: PWC of the City of Fayetteville Butler Warner Generation Plant BESS
RFP #PWC2021028
Addendum No. 2

Dear Bidder:

Enclosed is Addendum No. 2 covering revisions to the RFP. The addendum is

offered in the form of page updates. Please disregard the pages listed below and replace
them with the attached pages identified by a suffix (R). Revisions will be highlighted.

Page Summary of Update

N-1 Bid Due Date updated
IB-5 Co-insurance requirements removed
B-1 Updated Bid Schedule
S-2, 3 Updated requirements for exterior receptacle requirements
S-5 Assembly instruction and Offload responsibility updated
S-6 Power Rating Clarified, Peak Shaving estimate updated
S-7 – S-10 Updated requirements for inverter functions and operations

We appreciate your interest in this project and look forward to hearing from you.
Please include this signed Addendum acknowledgement and revised pages in your bids.

Digitally signed by Michael J

Sincerely,
Winkler
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Michael Winkler, PE

20-9630-8011
5811 Glenwood Avenue 919.851.8770 office
Raleigh, NC 27612 919.859.5918 facsimile
www.booth-assoc.com
 NOTICE TO PROSPECTIVE BIDDERS

Pursuant to NCGS 143-129, Sealed Proposals will be received by the Fayetteville Public Works
Commissions of the City of Fayetteville, Fayetteville, North Carolina at 2:00 p.m., local time, Tuesday,
February 23, 2021, outside of the PWC Administration Building, 955 Old Wilmington Rd, Fayetteville,
NC, by the entrance doors, at which time they will be publicly opened and read for the furnishing and
delivery of all materials, equipment, and services (except materials and equipment specified to be furnished
by the Owner) complete and conforming to the Specifications herein for the Battery Energy Storage System
(BESS), all as set forth in the Bid Schedules. Any Proposal received subsequent to that time will be
promptly returned to the Bidder unopened.

Specifications and Bid Documents may be obtained from the PWC Procurement Department, at
https://www.faypwc.com/purchasing and in the offices of the Fayetteville Public Works Commission’s
Procurement Department, 1st Floor, PCW Administration Building, 955 Old Wilmington Road,
Fayetteville, North Carolina, between the hours of 8:00a.m. and 5:00p.m., Monday through Friday.
Specifications and Proposal forms may be also be secured from the office of Booth & Associates, LLC,
5811 Glenwood Avenue, Raleigh, North Carolina 27612. Additional copies may be obtained for a non-
refundable charge of Fifty Dollars ($50.00) or may be examined at the offices of the Fayetteville Public
Works Commission.

Each Proposal shall be accompanied by cash, cashier's check, or certified check drawn on a bank insured
by the Federal Deposit Insurance Corporation or Savings Association Insurance Fund. Checks shall be
payable to the Fayetteville Public Works Commission, North Carolina, in an amount not less than five
percent (5%) of the total bid as a guarantee that a Contract, if awarded, will be accepted. In lieu thereof, a
Bid Bond, which conforms to the provisions of G.S.143-129 as amended by Chapter 1104 of the Public
Laws of 1951, may be submitted by the Bidder.

The successful Bidder shall be required to submit a separate Performance Bond and Payment Bond in an
amount equal to 100% of the contract amount.

Proposals must be enclosed in a sealed envelope and are to be marked "PROPOSAL FOR THE BUTLER
WARNER GENERATION PLANT BESS PROJECT, NOT TO BE OPENED UNTIL 2:00 P.M.,
TUESDAY, FEBRUARY 23, 2021". Bidders are to mail or deliver their Proposals as follows: Fayetteville
Public Works Commission, in Fayetteville, NC: Attn: Nikole Subject, Procurement Advisor, 955 Old
Wilmington Road, Fayetteville, NC 28301

All late Bids shall be returned unopened to the sender. Regardless of the bidder's chosen means of delivery,
a bidder assumes responsibility for delivery to the advertised location by the advertised deadline. If the
delivery service cannot deliver the bid to the proper location by the deadline, the bid must be rejected as
untimely, and shall be returned unopened to the sender.

The Fayetteville Public Works Commission reserves the right to reject any or all bids and to waive all
formalities concerning bid, or award bid to the lowest responsible Bidder or Bidders taking into
consideration quality, performance, and the time specified in the Proposals for the performance of the
Contract.

FAYETTEVILLE PUBLIC WORKS COMMISSION

FAYETTEVILLE, NORTH CAROLINA

By Trent Ensley ___________ Date: December 15, 2020

Purchasing Manager
20-9630-8011 NN-1
– 1 (R)
© November 2020
12.0 Additional Purchase Clause
The Commission reserves the right to purchase additional units as specified herein within a one
year period of contract award, upon the agreement of both parties.
13.0 Contractor's Proposal Form
Those bids not received on the Booth & Associates, LLC Contractor's Proposal Form contained
herein or an exact copy thereof shall be considered unresponsive. The forms shall be filled out
completely. Any omissions may cause the entire Proposal to be rejected.
14.0 Contractor's Insurance
14.1 The Contractor shall take out and maintain during the life of this Contract, Workmen's
Compensation, General Liability, Property Damage and Motor Vehicle Liability Insurance.
This contract will terminate if any of the aforementioned insurance coverage's are
cancelled or expired.
14.2 Workmen's Compensation Insurance shall include all of the Contractor's employees
employed at the site of the project under his Contract. In case any class of employees
engaged in hazardous work under this Contract at the site of the project is not protected
under the Workmen's Compensation Statute, the Contractor shall provide adequate
coverage for the protection of his employees not otherwise protected.
14.3 General Liability and Property Damage Insurance shall be in such amounts as to adequately
protect the Owner and the Contractor from claims for damages for personal injury,
including accidental death, as well as from claims for property damages which may arise
from operations under this Contract, whether such operations be by himself or by anyone
directly or indirectly employed by him. The amount of such insurance shall not be less than
the following:
General Liability Insurance for bodily injury or death $2,000,000
per occurrence, and $5,000,000 for each aggregate.
Property Damage Insurance $3,000,000 for each aggregate and
$5,000,000 aggregate for accidents during the policy period.
GL Policy shall include product and completed operations
coverage.
14.4 Motor Vehicle Liability Insurance shall be for not less than the following amounts:
Bodily injury or death $1,000,000 per occurrence and
$2,000,000 for each aggregate.
Property damage is $2,000,000 for each aggregate.
14.5 Copies of Certificates of Insurance for all aforementioned policies shall be furnished by
the Contractor and shall be attached to the respective pages of the Contract Agreement at
the time of signing.
14.6 It shall be understood that the above-required insurance shall not be canceled or changed
until thirty (30) days after written notice of such termination or alteration has been sent by
registered mail to the certificate holder.
14.7 The Contractor shall secure, at his expense, and shall maintain during the life of the
Contract, co-insurance for the Public Works Commission of the City of Fayetteville, and
the Design Engineer name and included as additional insured. The amounts shall be the
same as previously specified.
15.0 Contractor’s License
In accordance with the State of North Carolina General Statutes, Contractors performing work of
this caliber in the State must be licensed to do so. The Contractor must possess a Public Utilities

20-9630-8011 IBIB
– 5- 5(R)
© November 2020
 FAYETTEVILLE PUBLIC WORKS COMMISSION
FAYETTEVILLE, NORTH CAROLINA

Butler Warner Generation Plant BESS Project

BID AND CONSTRUCTION SCHEDULE

DATE ITEM

December 16, 2020 Public Advertisement

January 15, 2021 Pre-bid meeting (10:30am EST)

January 19, 2021 Deadline for Questions (5pm EST)

January 26, 2021 Deadline for Addendum

February 23, 2021 Bid Opening/Bid Deadline (2pm EST)

TBD Award of Contract (By the Commission)

TBD Pre-Construction Conference (Location TBD)

TBD BESS Delivery to Site / Begin Construction

By June 30, 2022 Commissioning Complete

TBD On-site Training of PWC Staff / Fire Authorities

20-9630-8011 B-1
© November 2020
B – 1 (R)
 2.4.3 A user's list currently employing units of equal design and manufacture in
a power utility service environment. The list shall include City business
name, address, telephone number, and contact personnel who can provide
service history for the product.
2.4.4 Prices shall include the cost of delivery to the Owner’s Butler Warner
Generation Plant, assuming unloading by the Owner. Shipment shall be
via open-top truck or open trailer.
2.5 It is the intent of these Specifications that the BESS shall be skid-mounted or
containerized, to include the battery(ies), controller, inverter, cooling, thermal
management (BMS), fire protection, SCADA interface, and all other associated
hardware and equipment for a complete and fully operable system. Any details
not mentioned in the Specifications but required for satisfactory operation shall be
furnished and installed by the Bidder.
2.5.1 The Bidder shall be responsible for designing, supplying, installing and
commissioning (“turn-key”) the BESS system up to 480VAC inverter
terminals.
 Additionally, the Bidder shall design and install the
foundation/pad and conduit system required for the parallel
interconnection of the existing Distributed Energy Resource into
the newly installed transformer (by bidder per provided
specifications).
 The bidder will be responsible for reconnecting the existing DER
to the new replacement transformer.
2.5.2 The Bidder shall be responsible for all necessary site civil preparations,
supplying and installing concrete pad for BESS, and interconnection from
inverter 480VAC terminals to the installation of the MV transformer which
shall be connected to the existing 12.47 / 7.2 kV underground cables. The
existing cables shall not be spliced, the transformer location may be
relocated to ensure the cables are long enough for the new installation but
the transformer location shall not impede the adjacent path.
2.5.3 The Bidder is responsible to supply two (2) 120 VAC receptacles
accessible from outside any enclosures for future tool and equipment
use.
2.6 Station power available at the Owner's site will be 120 volts, 60 Hz, single-phase
or 277/480 volts, 60 Hz, three-phase. Control dc voltage at the installation will be
48 volts as required. The equipment on the BESS shall coordinate with these
voltages as appropriate.
3.0 Special Conditions
3.1 Defective Materials, Equipment, and Workmanship
3.1.1 All materials and equipment furnished hereunder shall be subject to the
inspection, tests, and approval of the Owner; and the Bidder shall furnish
all information required concerning the nature or source of any materials
and equipment and provide adequate facilities for testing and inspecting
the materials and equipment at the plant of the Bidder.
3.1.2 The materials and equipment furnished hereunder shall become the
property of the Owner when delivered at the point to which shipment is to
be made; provided, however, that the Owner may reject any such materials
and equipment which does not comply with the Specifications for
materials and equipment and/or warranties of the Bidder and

20-9630-8011 SS–- 2 (R)

© November 2020
 manufacturers. Recognition and subsequent rejection of any defective
materials and equipment may occur either before or after incorporation of
such materials and equipment into the facilities, provided such rejection is
made within one (1) year of date of delivery of the materials and
equipment. Upon any such rejection, the Bidder shall replace the rejected
materials and equipment with materials and equipment complying with the
Specifications for materials and equipment and warranties FOB truck at
suitable destination. The Owner shall return the rejected materials FOB
truck at the same destination. In the event of the failure of the Bidder to
so replace rejected materials and equipment, the Owner may make such
replacement; and the cost and expense thereof shall be paid by and
recoverable from the Bidder.

3.1.3 Product and Performance Warranty

The BESS to be provided herein shall include a full product and
performance warranty on the complete energy storage system together
with all parts. This warranty shall extend for a minimum of five (5) years
from the date of energization (or sixty-eight (68) months from delivery).
The warranty shall cover all repair or replacement in case of defects in
material or workmanship or in case of diminished system
performance/output prior to system end-of-warranty period.
The Bidder shall also state in the proposal additional cost (if any) to
provide an alternative option for an extended warranty of ten (10) years
from the date of initial energization and up to two-hundred forty-eight
(248) months from date of delivery
Any base bid not including at least a five (5) year full warranty shall be
considered nonresponsive.
3.2 Miscellaneous
The Bidder shall hold harmless and indemnify the Owner, its agents, and
employees from any and all claims, suits, and proceedings for infringement of any
patent or patents covering materials and equipment purchased hereunder. The
Bidder shall defend any suit or proceeding brought against the Owner, its agents,
or employees based upon a claim that the materials and equipment or any part
thereof constitute an infringement of any patent; or if the Bidder shall fail to defend
such suit or proceeding, the Owner may do so and the Bidder shall make
reimbursement for the expense of such litigation. If the materials and equipment,
or any part thereof, are held to constitute infringement and the use thereof is
enjoined, the Bidder shall, at its own expense, either procure for the Owner the
right to continue to use the materials and equipment, or such part thereof, or shall
replace the materials and equipment, or such part thereof, with non-infringing
materials and equipment.
4.0 Standards
All equipment and materials covered by these Specifications and all test applied thereto
shall, unless otherwise stated herein, be in accordance with the applicable provisions of the
latest editions of the Standards of the ASTM, ANSI, AEIC, NEMA, NESC, NFPA, IEEE,
and OSHA. Where the term "Standards" is used in the Specifications, it shall be understood
to refer to the above Standards.

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 5.2.5 Diagram of current transformers, connection, number of turns, polarity
marking, ratios, and bushing orientation.
5.2.6 Current transformer performance characteristic curves.
5.2.7 Details of BESS skid/container/control housing.
5.2.8 Panel connection diagram showing exact connection for all components
furnished.
5.2.9 Ac and dc elementary circuit diagrams for all relay, breaker and control
equipment furnished.
5.2.10 Wiring control and schematic diagrams.
5.2.11 Renewal parts catalog.
All Drawings and documentation shall be submitted directly to the Owner's Engineer, Booth
& Associates, LLC, 5811 Glenwood Avenue; Raleigh, North Carolina 27612, Attention:
Michael Winkler, PE.
6.0 Shipping of BESS
6.1 Equipment shall be shipped to the Owner's Butler Warner Generation Plant site as
outlined in the Instructions to Bidders. The Bidder shall ship via open-top truck
or open trailer for ease of unloading. Offloading will be the responsibility of
the bidder.
6.2 Before shipment, the individual components of the BESS shall be assembled.
The final assembly can take place on site. Parts removed for shipment shall be
marked so as to permit easy identification when reassembling.
6.3 Method of packing and loading shall be such as to protect all parts from dampness,
corrosion, breakage, or vibration injury that might reasonably be encountered in
transportation, storage and handling.
6.4 Release for shipment is to be granted by the Owner’s Engineer based upon the
manufacturer's compliance with the following:
6.4.1 Fourteen (14) consecutive days prior notification of tests so that the Owner
may have a representative present for witness of the tests.
6.4.2 Furnishing of the requisite number of copies of the Final Drawings as
called for in the Specifications.
6.4.3 Coordination of manufacturing and delivery with PWC’s construction
schedule as may be noted in these Specifications.
6.4.4 Thirty (30) days' notification of tentative shipping schedule and forty-eight
(48) hours' notification prior to all deliveries.
6.4.5 Under no circumstances will the Owner accept deliveries arriving on
Saturdays, Sundays, or nationally observed holidays. The Bidder shall
take precautions as necessary to avoid scheduling such deliveries.
Deliveries will be received between 9:00 a.m. and 3:00 p.m., Monday
through Friday only.
7.0 Manufacturer's Field Representative (Engineering / O&M)
The manufacturer shall provide the services of Field Service Labor and Engineer(s) to
assist the Owner with pre-service inspection and assembly of the BESS. Suitable effort for
Construction, Initial Inspection, Assembly, Start-up and Commissioning shall be included
in the base price. Additionally, the manufacturer shall conduct an on-site training for the
Owner on proper system interface and maintenance. The Bidder shall also conduct an on-
site training for the local Fire Authorities on proper emergency response procedures.
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 Services provided by the Field Engineer shall include all pre-service inspection procedures
outlined in the manufacturer's literature. The Field Service Engineer may also be required
by the Owner to perform a series of system tests to satisfy manufacturers’ recommendations
and Warranty requirements.
The Bidder is also asked to furnish annual O&M rates for consideration. The Bidder shall
provide specifics as to type and frequency of recommended O&M services offered to
maintain BESS performance and reliability.
8.0 BESS Components / Ratings
8.1 General
The following are general BESS parameters.
8.1.1 Battery Type
Unspecified, Owner will consider all viable technologies. Equal
consideration will be given to up front Capital Expenditures as well as on-
going or future Operational Expenditures of BESS.
8.1.2 Inverter
Bi-directional, Output 480 VAC, 60 Hz.
8.2 Capacity Rating / Project Life / Tolerance:
8.2.1 Schedule No’s. 1, 2 and 3
Battery Energy Storage System (BESS), skid-mount or containerized, to
include the battery(ies), controller, inverter, cooling, thermal management
(BMS), fire protection, SCADA interface, associated components and
furnished with specified accessories. It shall be installed on an
appropriately engineered concrete pad. The existing transformer shall be
replaced appropriately to serve the existing DER as well as the proposed
BESS. It is anticipated that Butler Warner Generation Plant will have
adequate load at all times to absorb the energy dispatched by the BESS.
PWC’s intent is to purchase only one (1) unit in total from Schedule No’s
1, 2 and 3. The owner will be selecting which size unit to purchase while
evaluating the proposals.
The system shall come with a nameplate rating no greater than the
Power Rating, this can be accomplished with a larger inverter and the
implementation of engineering controls if required. PWC will need to
register the BESS with its Electric Provider and the nameplate cannot
exceed the Power Capacity specified in the bid.
Begin-of- Begin-of-
End-of-Life End-of-Life
Schedule Life Life
Power Energy Tolerance
No. Power Energy
Capacity1 Capacity1
Capacity Capacity
1 1.44 MW 5.76 MWh 1.44 MW 5.76 MWh ±10%
2 1.5 MW 6 MWh 1.5 MW 6 MWh ±10%
3 1.75 MW 7 MWh 1.75 MW 7 MWh ±10%
1. See product and performance warranty section 3.1.3. Bidder shall provide:
 a base bid with a minimum 5 year performance period guarantee, and
 also provide an alternative option for a 10 year performance period
guarantee.
8.3 BESS Use Cases
8.3.1 Peaking Shaving (300 hrs / yr)

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 The BESS shall be able operate in parallel with the connected utility at any
time, with and without the Owner’s other generation assets online. Back-
feed beyond the Owner’s system shall not be permitted / possible.
The Bidder shall provide specifics as to the BESS’s rate of
charging/discharging capabilities and limitations (such as required charge
duration, efficiency, high/low capacity limits). The Owner prefers no
more than 18 hours charge duration from BESS low limit capacity to
high limit capacity.
The Owner is not interested in micro-grid capabilities or other use cases
for this project.
8.3.2 Emergency Power Capacity – N/A
The BESS shall be capable of dispatching up to 1.5 WM for duration of
30 minutes in cases of emergency.
8.4 Seismic Criterion
The BESS shall be designed to withstand seismic events for the applicable seismic
zone according to the Uniform Building Code to the extent that a force applied in
the direction of least resistance to that loading will not cause any portion of the
BESS to be overstressed.
8.5 Ambient Temperature and Humidity
The BESS shall be suitable for operation at an ambient temperature of -30°C (-
22°F). Maximum ambient temperature rating shall be 50°C (122°F). Humidity
rating shall be up to 100 percent.
8.6 Altitude
The BESS will be installed at an altitude below 3,300 feet.
8.7 Wind and Ice Loading
The BESS shall be designed to withstand wind and ice loading for the NESC heavy
loading district and using the extreme wind with no ice loading criteria, utilizing
the governing loading case.
8.8 Assembly
The proposed equipment shall be completely assembled, wired, adjusted, and
tested at the factory before shipment.
9.0 Battery Inverter Capability
9.1 Inverter Power Rating
The battery inverter is required to have a nameplate capacity as listed in the table
listed above in section 8.2.1, and rated for continuous operation at 100% loading.

In addition to the continuous operation, the battery inverter must be able to operate
at following overload levels, based on a preload level of 75%. These are assessed
based on the current provided from the inverters, compared to the current provided
at the nameplate capacity under 1.0 pu voltage.
• 120% of nameplate for at least 10 seconds
This overload functionality is required when the battery system is disconnected
from the utility grid and is required to provide fault current under certain fault
conditions.
9.2 Inverter Functionality

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 The Battery Inverter system must be capable of operating both in parallel with the
main utility grid as well as with diesel generators. Islanding-mode capability is
not desired. The system must accept frequency and voltage set-points in order to
bias the frequency and voltage droop characteristics.
When the existing Distributed Energy Resource(DER) is online, the Battery
Inverter system must be able to operate and load share with the online DER.
In addition, the following functions are required by the Battery inverter:
1. Frequency droop control
2. Voltage droop control
3. Voltage and Frequency Reference N/A
4. Virtual generator inertia
5. Real power vs. reactive power limiting
6. Utility Supporting Mode
9.3 Frequency Droop (Not Required)
The inverter system is required to be able to operate in frequency droop mode, whereby
the active power output/input is adjusted as a result of the power system frequency. The
Battery is required to monitor the system frequency and apply a ‘droop curve’ to its initial
power output based on the measured frequency. The further away from the nominal set-
point the system frequency becomes, the larger the initial reaction from the Battery Inverter
is required. If the frequency rises, the Battery Inverter must begin to import power from
the grid to compensate. If the frequency drops, the Battery inverter must begin to export
power to the grid.
This droop characteristic must be configurable, with a ‘droop percentage’ parameter to
relate the drop in frequency to the power output of the Battery inverter, which indicates the
percentage of frequency reduction that will be experienced at 100% power output. This
droop operates around the ‘Frequency Set-point’ which is to be adjusted by an external
control system.
9.4 Voltage Droop (Not Required)
The inverter system is required to be able to operate in voltage droop mode, whereby the
reactive power output/input is adjusted as a result of the measured AC voltage. The Battery
is required to monitor the system voltage and apply a ‘droop curve’ to its initial reactive
power output based on the measured voltage. The further away from the nominal set-point
the system voltage becomes, the larger the initial reaction from the Battery Inverter is
required. If the voltage rises, the Battery Inverter must begin to absorb reactive power from
the grid to compensate. If the voltage drops, the Battery inverter must begin to inject
reactive power to the grid.
This droop characteristic must be configurable, with a ‘droop percentage’ parameter to
relate the drop in voltage to the reactive power output of the Battery inverter, which
indicates the percentage of voltage reduction that will be experienced at 100% power
output. This droop operates around the ‘Voltage Set-point’ which is to be adjusted by an
external control system.
9.5 Voltage and Frequency Reference (Not Required)
The battery inverter will not be required to regulate the system voltage and frequency when
no other generation is online, as well as in parallel with diesel generators. Islanding-mode
capability is not desired.
The battery inverter must be able to seamlessly transition between operational states
without disrupting system loads.
The inverter must be capable of receiving frequency and voltage set points to bias the
power output of the inverter, so that the external control system can control the charge and
discharge of the battery system.
9.6 Virtual Generator Inertia (Not Required)
The battery inverter is required to include a virtual inertia function, which

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 increases/decreases the active power output of the battery inverter based on the rate of
change of frequency on the network. This function must be able to be tuned, such that any
large disturbance is damped.
9.7 Real Power vs. Reactive Power Limits (Not Required)
The Battery Inverter is required to be configured such that if a certain combination of real
and reactive power set-points exceeds the kVA rating of the inverter, the reactive set-point
will automatically be decreased internally to meet the kVA rating.
The BESS shall be capable of maintaining a composite power delivery at continuous rated
power output at the Point of Interconnection at a power factor within the range of 0.95
leading to 0.95 lagging.
9.8 Utility Supporting Mode
The Battery Inverter is required to be configured such that it can operate in parallel
with the energized utility to offset load. The system shall be capable of synchronizing
voltage and frequency with the Utility as reference. The transition of operating the
BESS must not interfere with the power quality provided by the Utility.
The BESS must meet IEEE 1547 specifications for Frequency and Voltage Ride
through for a Category II system.
10.0 BESS Interface, Controls, and Connections
10.1 External Control Interface
The BESS shall be supplied with a fully functioning controller with meter to connect to the
Owner’s SCADA interface. The bidder shall provide an SEL 735 meter with Advanced
power quality options, as well as an empty 9S meterbase for a customer meter. The
metering class CTs shall be installed between the inverter and transformer. Bidder shall
supply SCADA interface and control details and available parameters with their bid for
evaluation. Bidder shall also supply local interface and control details and available
parameters with their bid for evaluation. Fiber is utilized at the existing BESS and the
bidder shall provide a fiber link between the existing system to the new BESS for SCADA
communications. The Owner uses PRISM by ACS for SCADA interface.
10.2 Local Manual Controls / Interface
At minimum, the following manual operating controls/interface shall be provided
10.2.1 System Disabled / Enabled
Allows user to safely disable or enable the system locally. Provide function as a
key interlock or with provisions to install pad-lock for lock-out-tag-out
compliance.
10.2.2 Local / Remote
Allows user to switch operating control from SCADA to Local (ie. HMI) and vice
versa.
10.2.3 Manual Reset
Allows user to clear alarm(s) and set unit to ready state.
10.2.4 Emergency Stop
Allows for system shutdown / stop running for servicing or emergency response
purposes.
10.2.5 Human Machine Interface (HMI)
Industrial computer screen interface to control and monitor the BESS. The HMI
platform and software shall be accessible locally and through a network access.
At minimum, the HMI shall be capable of two levels of access credentials
(programmable usernames and passwords) – one for the user to observe the
system’s functions only (no control access), and another giving the user access to
control the system.

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 10.3 AC Connections
The following addresses the respective transformation and distribution equipment for the
battery system interconnection.
10.3.1 Main AC Connection
The main AC connection point will be connected by bus duct / cable to the
transformer.
The main AC connection voltage shall be 12.47 / 7.2 kV and shall be run at 60Hz.
10.3.2 Step-Down Step-Up Transformers
The transformers require a solidly earthed electrostatic shield between the LV and
HV windings to prevent common-mode noise from the inverter switching being
transferred to the MV circuit. The expected magnitude of the potential difference
between earth and phase is at least peak phase-neutral voltage + peak battery
voltage, or:
VacPeak + VdcPeak
10.3.3 AC Auxiliary Supply
The BESS will be provided a split phase 120Vac/240Vac power connection,
which is intended to run the unit controls and building HVAC systems, if
equipped. The BESS must be able to maintain the building/enclosure temperature
to a nominal level and power the primary system controls using this auxiliary
supply alone, when the main AC connection point is disconnected.
11.0 BESS Operation
The following section lists the operations that the Battery Inverter is required to run in and
the functionality that this will provide.
11.1 Connection Batteries
Normally the batteries are to remain connected to the Battery Inverter. If required
for maintenance, the batteries can be disconnected from the Battery Inverter,
isolating the two systems.
11.2 AC Bus Failure
In the event of a ‘dead bus’ where the load is unable to be sustained by the Battery
Inverters or the command to stop has been issued, the Battery Inverters shall
remain in a stopped state until commanded to start.
11.3 Grid Disconnection
If the circuit breakers leading from the BESS to the main bus are opened, the
Battery will enter an ‘inhibit’ mode – this will stop the Battery switching and will
wait for the circuit breakers to be reclosed before automatically restarting
conversion.
11.4 Start Operation
If the Battery Inverter is requested to start when the bus is live, the control system
will close the AC Grid circuit breaker, and synchronize to the existing bus voltage
and phase. At this point the inverter is on-line and can import or export real or
reactive power as determined by the external control system and the internal
control loops.
11.5 Stop Operation
If the Battery Inverter is requested to stop, the following procedures must occur:

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