OBJECTIVE OF BESS PROCUREMENT REFERENCE DOCUMENT
To provide general guidelines and recommendations for the
procurement of a BESS in different environments and
recommendations for BESS procurement based on operations
Document provides
experience
guidance on:
• BESS technical
specifications
guidelines
• Evaluation and
qualification
template
• Requirements
check lists
• Employer’s
requirement
template.
OBJECTIVE OF BESS PROCUREMENT REFERENCE DOCUMENT
Two different bidding concepts:
- Concept A: Predefined BESS system
- Concept B: Output-based BESS system Document provides
guidance on:
• BESS technical
specifications
guidelines
• Evaluation and
qualification
template
• Requirements
check lists
• Employer’s
requirement
template.
BESS SPECIFICATION GUIDELINES
Documentation Requirements (contd.)
Information
Phase Document Document Holder Necessity
Provider
Traceability of the
Supplier User Optional
product
Health and safety
regulations (for Supplier User Essential
Manufacturing project design)
FAT and client sign-
Supplier User Essential
off
Warranty Supplier User Essential
After-sales support Supplier User Essential
Transport and Safety during
Supplier User Essential
warehousing transport
BESS SPECIFICATION GUIDELINES
Documentation Requirements (contd.)
Information
Phase Document Document Holder Necessity
Provider
Installation document Supplier User Essential
SAT report and client
Supplier User Essential
sign-off
Permits and siting
Installation and Supplier User Essential
approval
commissioning
System components
Supplier User Essential
design
Calibration
Supplier User Essential
protocol/manual
EOL treatment plan Supplier User Essential
BESS SPECIFICATION GUIDELINES
Documentation Requirements (contd.)
Information
Phase Document Document Holder Necessity
Provider
Operation Manual Supplier Operator Essential
Operator certification
and training Supplier User Essential
requirement
HSE documentation Supplier Operator Essential
Operation
Communication
Supplier Operator Essential
protocol
Parameter settings Supplier Operator Essential
(Material) safety data
Supplier Operator Essential
sheets (SDS/MSDS)
BESS SPECIFICATION GUIDELINES
Documentation Requirements (contd.)
Information
Phase Document Document Holder Necessity
Provider
Certification and
training requirement
Supplier Operator Essential
of maintenance and
repair persons
Maintenance and
repair Maintenance &
Supplier User Essential
repair manual
Maintenance and
Operator Operator Essential
repair logbook
EVALUATION AND QUALIFICATION TEMPLATE
1. Technical Evaluation:
• Non-compliance with equipment and personnel requirements described in Employer’s Requirements
in the RfB shall not be a ground for bid rejection and subject to clarification
• Bids may be considered non-responsive if it doesn’t meet the minimum criteria
• The following factors shall normally apply apart from the criteria stated:
• Time schedule: Time schedule must be met and no credit for earlier completion
• Functional guarantees for the facilities: The minimum requirements stated in the specification for functional
guarantees (side 14)
2. Economic Evaluation:
• The following factors may apply apart from the criteria stated:
• Operating and maintenance costs
• Work, services, facilities, etc., to be provided by the Employer
• Sustainable procurement
• Alternative technical solutions for specified parts
• Specific additional criteria
EVALUATION AND QUALIFICATION TEMPLATE
2. Economic Evaluation (contd.):
The evaluation method, which may slightly differ from project to project, may be as follows:
• Quantifiable Deviations and Omissions: Any adjustments in Yearly Energy Throughput of
the BESS that result from the procedures outlined below shall be added, for purposes of
comparative evaluation only.
• Pursuant to Instruction to Bidders relevant sections, the cost of all quantifiable nonmaterial
nonconformities or omissions (minor omissions or missing items) shall be evaluated. The
Employer will make its own assessment of the additional cost of any nonmaterial
nonconformities and omissions for the purpose of ensuring fair comparison of bids. These
nonconformities will be added to the Total Contract Price if needed.
• The maximum deviation between the Bid Price and the Adjusted Bid Price is recommended to be
set at less than 5 %.
REQUIREMENT CHECKLIST
General Structure for Employer’s Requirement
EMPLOYER’S REQUIREMENT TEMPLATE
Employer’s requirement definition structure
FUNCTIONAL/STRUCTURAL REQUIREMENTS
1. Total Storage Energy Capacity in MWh
2. Total Storage Power Capacity in MW
3. Storage function/charge-discharge profile/other conditions to define the storage
system
4. Storage system warranty
5. Type of connection to the grid
6. Area, layout
Other requirements
7. Security systems (anti intrusion), land treatment, drainage, foundation and
resistance of structures, fencing, landscaping, security lighting and surveillance
device
FUNCTIONAL GUARANTEES
Description Required Value Guaranteed Value (by
bidder)
Maximum continuous power (MW) Defined in “7. Functional/structural requirements and
flexibility degree”
Peak power (MW) To be defined by Bidder
Actual energy capacity (MWh) Defined in “7. Functional/structural requirements and
flexibility degree”
Installed capacity To be defined by Bidder
Depth of discharge (DoD) (%) To be defined by Bidder
Ramp rate (MW/s) Defined in “7. Functional/structural requirements and
flexibility degree”
Round-trip efficiency (%) at PoC at rated To be defined by Bidder
power (Including auxiliaries)
Self-discharge rate (%) To be defined by Bidder
Standby losses (%) To be defined by Bidder
Storage system warranty (cycle- Defined in “7. Functional/structural requirements and
years/capacity (%)) flexibility degree”
Mean time between failures (MTBF) hours To be defined by Bidder
Availability >99 %
OPERATIONAL MODES
Operational modes required by the Employer
• Offline mode, frequency regulation, load shifting, load smoothing, target SoC, power factor
control, voltage regulation, reactive power, load shifting, reactive power load smoothing,
islanding, black start, scheduling, automatic generation control, manual/HMI, others
SCOPE OF WORKS/EQUIPMENT SUPPLY SPECIFICATIONS
Scope of Works for BESS Configuration
• Design, fabrication and construction requirements of BESS
• Shipping, transportation and site setup
• Installation/interconnection specifications required from bidders
• Operation and maintenance
Equipment supply specifications:
• Battery modules/electrochemical cells
• Battery Management System (BMS)
• Power Conversion System (PCS)
• Site Energy Controller (SEC)
• Fire Protection
FACTORY ACCEPTANCE TESTING (FAT) REQUIREMENTS
Factory Acceptance Testing of the Battery/Cells
• Amp hour capacity
• UL 1642 certificates
• As applicable, maximum noxious and toxic material release rates for same cell design but not
necessarily a specific production lot
Factory Acceptance Testing of PCS and Control System
• Normal and failure mode operating sequence and protective functions
• Verification of accuracy of measured input/output voltage and currents
• Verification of dynamic power factor control via SCADA system (ex. Modbus)
• Verification of power curtailment via SCADA system (ex. Modbus)
• Verification of islanding and black start capabilities
INSTALLATION
Steps to check in installation
• Civil/structural, geotechnical testing, site development, excavation, construction
surveying, fills, fencing, lighting, traffic barriers, control shelter (if control room
not provided in building-based solution), BESS building (if applicable to
proposed system), structural steel and connections, foundations and concrete
work, mechanical, communications and control technology, Site Acceptance
Test (SAT), actual operating experience, other compliance tests, spare parts
COMMISSIONING AND TESTING PROCEDURES
1. Functional Guarantee – Actual Operating Experience
2. BESS Warranty
3. Initial Tests Certificate and Provisional Acceptance
4. Initial Commercial Operation Date
THANK YOU
ANNEX: CHECK LIST A: SITE AND BESS PHYSICAL CONDITIONS
1. BESS location and map
2. Plot boundaries. Site geographical coordinates
3. BESS area definition, if defined; including substation, if any, and interconnection departure
point
4. Layout of BESS substation, if applicable
5. Point of Connection (PoC) and detailed map
6. Routing for the line connecting the BESS substation and the PoC
7. High level single line diagram of BESS interconnection and substation
8. BESS lifetime required by Employer
9. General location in country/region
10. Reference site conditions
11. Metering requirements by the Employer
12. Topographic and geotechnical information, if available
13. BESS Management requirements
14. Applicable standards according to location and international best practices
ANNEX: CHECK LIST B: FUNCTIONAL REQUIREMENTS
1. Minimum/maximum storage energy capacity in MWh (if Concept A)
2. Minimum/maximum storage power capacity in MW (if Concept A)
3. Storage function/charge-discharge profile/other conditions to define the storage system
4. Storage system warranty after certain period of time (10-15-20 years)
5. Maintenance structure (Long-term service agreement, capacity maintenance, simple
maintenance, augmentation, etc.)
6. Ramp rates (charging/discharging)
7. Type of connection to grid
8. Security systems (anti-intrusion), security lighting and surveillance device
9. Land treatment, drainage, foundation and resistance of structures, fencing, landscaping
10. Functions guarantees
11. Acceptable variation in performance during the lifetime of the BESS
12. Operation modes required by the Employer
ANNEX: CHECK LIST C: SCOPE OF WORKS
1. Specification for all the following equipments:
Battery modules/electrochemical cells, Battery Management System (BMS), Power Conversion Systems (PCS), Site
Energy Controller (SEC), transformer for each subsystem, MC switchgear/RMU, DC cable, LV AC cable, MV cable,
filter devices, self-sufficient protective environment for the batteries, fire detection and protection, cooling installation,
container, dedicated containers for the batteries, with required fire protection as well as the required auxiliary (HVAC<
lighting, etc.), electrical protections systems, CT’s and VT’s to be installed at the MW-side of the transformer, AC
auxiliary supply system, DC supply of the auxiliary/operation equipment, any other equipment/component required for
functional operation of BESS
2. Manufacturing requirements including acceptable manufacturing standards and FAT
3. Shipping requirements
4. Installation specifications
5. Commissioning and testing procedures
6. Hand over conditions to O&M team/company
ANNEX: CHECK LIST D: OPERATION AND MAINTENANCE
1. Period of O&M for the EPC bidder
2. Conditions to hand over from EPC portion to O&M contract. Normally suggested to have two
different contracts between Employer and Bidder
• In such case, specific conditions for contracts switching should be met: declared COD, performance at
hand over, availability of spare parts, availability of O&M staff, full operation of control system. Penalties
should be set for incompliance of these conditions
3. Conditions to be met by O&M
• Annual minimum performance, annual maximum degradation, minimum availability, minimum efficiency,
spare parts availability. Penalties should be set for incompliance of these conditions
4. Conditions for O&M termination and transfer
• After contracted number of years, the O&M contract may establish a transfer of Employership and management to
another company or the Employer itself. In particular, performance of system, degradation, efficiency and spare parts
must be checked time of transfer.
4. Necessity in terms of Capacity Maintenance
• The O&M contract may include provisions for the O&M operator to keep the capacity of the BESS at certain minimum
level. For such provision, the O&M bidder should have a capacity contract with the supplier or authorized agent of the
supplier in order to carry our periodical test to the system, replace modules or other elements and/or augment the
capacity of BESS in order to maintain the contracted capacity. This contract might be as long as required by the
Employer and agreed upon the O&M contract