HomeMy WebLinkAboutContracts & Agreements_52-2015_CCv0001.pdf FIRST AMENDMENT TO THE AGREEMENT TO THE CALIFORNIA ENERGY EFFICIENCY
STRATEGIC PLAN PHASE 3 IMPLEMENTATION CONTRACT
BETWEEN CITY OF REDLANDS AND SOUTHERN CALIFORNIA EDISON COMPANY
This first amendment ("First Amendment") to the California Energy Efficiency Strategic Plan Phase 3
Implementation Contract("Agreement") entered into this 7"'day of April,2015,by and between Southern
California Edison Company("SCE")and City of Redlands("Implementer"),shall be effective as of January
1, 2015 ("Effective Date"). SCE and Implementer may be referred to herein individually as a"Party"and
collectively as the"Parties".
RECITALS
WHEREAS,the Parties executed the Agreement to implement the 2013-2014 Strategic Plan Phase
III Program(referred to hereinafter as the"Program"),promoting long-term energy efficiency and climate
action activities;
WHEREAS, on March 26, 2014, the California investor-owned utilities submitted a joint
application("2015 Application") for the implementation of energy efficiency programs to be delivered to
California utility customers for the year 2015, which included a continuation of the Program
implementation by City of Redlands through 2015; and
WHEREAS, on October 24, 2014, the California Public Utilities Commission("CPUC") issued
Decision D.14-10-046 approving the 2015 Application, thereby approving continuation of the Energy
Efficiency Partnership Programs; and
WHEREAS,D.14-10-046 was modified by CPUC D. 15-01-002 issued on January 9,2015,which
authorized continuation of the Program; and
WHEREAS, the Parties desire to extend the Agreement through 2015 as set forth herein;
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged,the Parties agree as follows:
1. Section 22 of the Agreement is hereby deleted and replaced with the following:
22 Term. This Contract shall be effective as of the Effective Date. Unless otherwise
terminated in accordance with the provisions of Section 23 below, this Contract shall
terminate as midnight March 31,2016;provided however,that all Work shall be completed
by midnight December 31,2015.
2. This First Amendment may be executed in one of more counterparts and delivered by electronic means,
each of which will be deemed to be an original, but all of which will together constitute one and the
same agreement.
3. Exhibit A (Statement of Work) of the Contract is hereby deleted in its entirety and replaced with a
revised Exhibit"A"(Revised Statement of Work) attached to this First Amendment.
4. General. From and after the Effective Date, any reference to the Agreement contained in any notice,
request, certificate or other instrument, document or agreement shall be deemed to mean the
SCE CONFIDENTIAL Page 1
Agreement,as amended by the First Amendment. In the event of any conflict between the Agreement
and this First Amendment, this First Amendment shall prevail. Each Party is fully responsible for
ensuring that the person signing this First Amendment on that Party's behalf has the requisite legal
authority to do so.
5. Except as amended by this First Amendment,all provisions of the Agreement shall remain in full force
and effect and shall govern the actions of the Parties under this First Amendment.
[SIGNATURES FOLLOW ON NEXT PAGE]
SCE CONFIDENTIAL Page 2
IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to be executed by their
duly authorized representatives.
IMPLEMENTER: ATTEST:
CITY OF REDLANDS
%-2
By: By:
Pau W. Foster, Mayor Sam Irwin, City Clerk
Date:_ April 7 ,2015 Date: Apr;1 7 ,2015
SCE:
SOUTHERN CALIFORNIA EDISON
COMPANY
By:
Marc/Ulrich,-Vices ent,
Cu mer Programs and Services
s o
Date: Z ,2015
SCE CONFIDENTIAL Page 3
EXHIBIT A
REVISED STATEMENT OF WORK(WITH Appendices A-0
[SEE ATTACHED]
SCE CONFIDENTIAL Page 4
PEPMA Proposal Number: 23352
TABLE OF CONTENTS
Revision Summary Page................................................................................................. 1
Section1 —Description................................................................................................... 3
Section 2--General Requirements.................................................................................. 4
Section3 Scope of Work ............................................................................................. 5
Task1: Program Ramp-Up..................................................................................................5
Task 2: BE Training for Key Decision Makers(Elected Officials,Building Officials,
and Commissioners) of the City(SP Task 1.1.6)....................................................5
Task 3: Customize Energy Action Plan(EAP)with Energy Efficiency Language
and Data(SP Task 4.1.2) ................................ .........................I........<................9
Task 4: Invoicing and Reporting....................................................................................... 10
Task 5: Ramp-Down and Shut-Down Program.................................................................11
Task 6: Submit Final Program Report............................................................................... 12
Section4—Payment..................................................................................................... 12
LIST OF'TABLES
Table 1: Fully Burdened Hourly Rates by Title..................................................................... 13
Table2: Implementer's Budget(Task 2)................................................................................ 14
Table3: Implementer's Budget(Task 3)................................................................................ 14
Table 4: Strategic Plan Support Menti............................................................................I......20
APPENDICES
Appendix A: Invoicing Requirements................................................................................... 16
Appendix B: Defined Terms.................................................................................................. 18
Appendix C: Strategic Plan Support Menu............................................................................20
Appendix D: Regulatory Reporting Requirements................................................................22
Appendix E: Final Program Report Template.......................................................................27
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Energy Efficiency Division
Statement of Work(Revised for C05)
Revision. Summary Page
Program Name: City of Redlands Strategic Plan Strategies Phase 3
Implementer: City of Redlands
Revision 1,Attachment 2 (Change Order 2), dated April 9,2014 referenced
throughout with Ravi
Summary:
• Update"Table 1:Fully Burdened Hourly Rates by Title"to change Labor
Category"Senior Admin Analyst"feom a$41.79 hourly rate to a$20.0 thourly
rate.
Revision 2,Attachment 2 (Change Order 3), dated April 30,2014 referenced
throughout with Rev2
Summmy:
• Update"Table 2:Fully Burdened Hourly Rates by Title"to change Labor
Category"Senior Admin Analyst" from a$20.01 hourly rate to a$41.79 hourly
rate.
• Update"Table 3:Fully Burdened Hourly Rates by Title'to add Labor Category
"Administrative Technician"at a$20.01 hourly rate.
Revision 3,Attachment 2 (Change Order 4),dated July 15,2014 referenced
throaghout With Rev3
Siillil m%,T:
• Update"Table 4:Fully Burdened Hourly Rates by Title"to change Labor
Category"Senior Consultant"from a$175.00 hourly rate to a$225.00 hourly
rate.
• Update"Table 4: Fully Burdened Hourly Rates by Title" to add Labor Category
"Sustainability Manages"for Project Manager Responsibility at a$50.47 hourly
rate.
Revision 4,Attachment 2 (Change Order 5),dated October 7,2014 referenced
throughout with nov4
Summary:
• Update"Table I :Fully Burdened Hourly Rates by Title"to add Labor Category
"Project Assistant"for Project Manager Responsibility at a$27.92 hourly rate.
i
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Revision 5,Attachment 2(Chancre Order 6), dated February 6, 2015 referenced
thl-OughOut With Rev$
Summary:
Y Extend the effective end date from 12/31/2014 to 3/3112016 pursuant to
California Public Utilities Commission {CPUC) final decision D. 14-10-046
issued on October 24, 2014 which was modified by CPUC D. 15-01-002 issued
on January 9,2015. The D ecisions authorized continuation of the Program.
i
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ATTACSIvirsNT 2—REv sm 5—STA.TEmENT OF WORK
Program Nance: City of Redlands Strategic Plan Strategies Phase 3
Implementer: City of Redlands ('City")
Program Budget: $54,000.00
SECTION 1 --DESCRIPTION
Pursuant to Decision(D).09-09-047, the California Public Utilities Commission(CPUC or
Commission) authorized Southern California Edison Company(SCE)to conduct strategic
plan activities (the Strategic Plan Program)centered on Energy Efficiency(sometimes
referred to as EE)and addressing the"Big,Bold" strategies and related local goveimment
goals found in the CPUC's California's Long-Term Energy Efficiency Strategic Plan
(CEESP),I Based on this authorization,SCE conducted a solicitation seeldng activities to
fund that would lead to long-tenor,sustainable changes as opposed to supporting staffing
resources or short-tern.initiatives that would cease to exist once the funding had ended.
A. Defined Terms
Capitalized terms not otherwise defined in the text of this Statement of Work(Solvv) are
defined in Appendix B,"Defined Terms,"attached hereto and incorporated by reference.
Capitalized terms not otherwise defined in the text of this SOV or in Appendix B hereto
shall have the meaning ascribed to them in SCE's General Terrns and Conditions(Ts&Cs)
for both BE and Demand Response(DR),attached to the Contract and incorporated herein by
reference.
B. BaclWound
SCE initiated both Phases 1 and 2 of the local government BE strategic plan support
solicitation during 2010, and these two phases are currently being implemented. Funding
for Phase 3 solicitation for 2013-2014 was approved in CPUC D.12-11-015, issued on
November 15, 2012. On October 24, 2014, D. 14-10-046 was issued then was modified
by D. 15-01-002 issued on January 9,2015 to authorize continuation of the Program Revs
Visit-%vww.califomiaenerdyefficiency.coin for a copy of the CEESP.
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The ultimate goal for each participating city or county government, or a.regional
government,representing one or more local jmxsdictions that are currently participating in
SCE's Local Goverment or Institutional Partnerships (Implementer) in relationship to
CEESP support,is to embed and.institutionalize EE in its policies,programs, and processes
and to establish a culture of BE within the Implementer's jurisdiction.
C. Objective
Through the Strategic Plan Strategies Phase 3 (Program),the Implementer will deliver items
listed in Table 4 of Appendix C(Strategic Plan"Support Menu")of this SOW, to develop
and implement local goveinmeat strategic plan support strategies during the years 2013-2014
and 2015Rays timeframe.
SECTION 2-- GFNERAL REQUIREMENTS
A. Notice to Proceed(NTP)
Implementer may start Work only upon the occurrence of each of the following:
1. Implementer receives a Contract, including"this SOW"from Contract Program
Manager(CPM);
2. Implementer provides to the CPM a signed Contract; and
3. CPM provides to Implementer written notice to proceed with the Work(NTP).
B. License
Within 10 Business Days of the CPM issuing the NTP,the Implementer and each of its sub-
contractors will submit copies of any and all licenses and/or registrations required for the
performance of the proposed Work to the CPM.
C. Goals
Implementer must achieve delivery of project milestones and dates as outlined and agreed to
by the CPM.The CPM will review the number of projects,tasks,and deliverables completed
to assess'Mork progress.
D. Coordination with the CPNI
Implementer must achieve delivery of Work milestones and dates.The CPM will review the
SOW requirements,including tasks and deliverables completed, to assess Work progress.
E
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SECTION 3 — SCOPE OF WORK
The Work will consist of the following tasks supporting the CEESP goals specifically set
forth by SCE and accepted by Implementer:
Task 1: Program stamp-Up
A. Attend Program Kick-off Meeting
Implementer's representative(s)will attend a Program kick-offmeeting with the CPM to
discuss Program logistics, evaluation,monitoring and verification coordination,invoicing
requirements,SOW, and any remaining Contract issues at a time and location designated by
SCE.
To avoid duplication and unnecessary expenditures,the CPM will provide information and
guidance regarding currently available resources (e.g., available training programs,
templates,etc.)that will be used by the Implementer in assessing pre-existing resources.This
will enable the Implementer to focus efforts on the axeas in each task where gaps exist.
B. Program Data,Invoicing,and Reporting Tool Training
The Implementer will attend the kick-off meeting to be trained on the use of SCE's invoicing
and reporting tool(IR Tool). Thereafter,the Implementer will use the IR Tool to provide the
CPM invoices and Monthly Reports each Month.
Deliverables:
:��sk_1 D;Uvcrable(s) Y_ � 3lue Dates)
I. Attend a Program Kick-off meeting that Determined by SCE after the
includes IR Tool training. issuance of the NTP.
2. Delivery of updated IR Tool to CPM for IR Tool training plus five(5)
review and approval. Business Days.
Task 2: EE Education Program for Key Decision Mayers (Elected
Officials, Building Officials, and Commissioners) of the City
(SP Task 1.1.6)
The Implementer will plan,promote, and conduct an education program on energy efficiency
for key City decision makers (e.g., elected officials, building officials and commissioners).
The purpose of this training program is to promote programs and policies that encourage and
i
accelerate the development of codes and standards, ordinances, and policies that increase
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energy efficiency throughout the City. The agenda will focus on providing information to
these key city officials to enhance the likelihood that they will adopt policies,ordinances, and
programs that impact energy efficiency.
By providing this program and educating City officials on the benefits of codes, standards
and policies that increase energy efficiency,the likelihood of these decision makers voting to
adopt"reach"codes and similar policies will be increased.
A. Task Goals and Objectives
Implementer will provide all materials developed under this task to CPM for'review and
comment:
1. Report on Status of Implementer or Subcontractor to Support the Task:
Implementer will submit Monthly reports on the status of hiring expertise to provide
to complete the activities in flus task if such support is needed.
2. Assessment and Planning Report for the Energy Efficiency Education Program
for Ivey Decision Makers (Draft and Final):At a minimum, Implementer will
review and assess existing trainings on energy efficiency including those offered by
SCE,Ca1SEEC, CEC, IHACI, and CALBO, among others. This review and
assessment will be used to identify any gaps and training enhancements that may
exist.The Implementer will formulate the plan for developing the training program
based on the information gained and gaps identified during the review and
assessment.
As part of this Assessment and Planning Report,Implementer will provide:
• A policy statement describing the purpose of the Program,;
• A draft agenda of potential topics to be covered;
• A list of potential speakers;
e A list of potential attendees by position and city organization, and a rationale
for choosing these targeted participants;
o Pre-and post-training knowledge surveys to measure the level of energy
efficiency building codes and standards knowledge gained as a result of
participating in the trainings; and
• A plan to elicit substantial and usefal participant feedback, including, at a
minimum,participant feedback surveys which will include both quantitative
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and qualitative questions to allow for meaning£u1 assessment of the Program's
value.
3. Curriculum for the Energy Efficiency Education Program for Key Decision
Makers and Promotional Materials(Draft and Final): Implementer will develop
draft training curriculum and promotional materials based on the methodology
outlined in the Assessment and Planning Report and circulate these materials to SCE
and industry stakeholders and other relevant experts.
Implementer will update and Finalize the curriculum and promotional materials based
on feedback received from SCE,industry stakeholders and other relevant experts.
4. Conduct the Energy Efficiency Education Program for Key City Decision
Makers: Implementer shall conduct the education program.
S. Assess Value and Benefits of the Energy Efficiency Education Programer for Key
City Decision Makers:The Implementer will assess the value and beaef is of the
Program. The assessment will address the following:
a. List of invited participants, attendees and no-shows;
b. Results of pre-and post-program surveys of participants to determine the
impact of the program on the likelihood the City officials adopting policies,
standards and codes addressing energy efficiency;
6. Plan for Sharing Lessons Learned/Best Practices with Other Local
Governments: Elements of the Program that are deemed successful could be
replicated throughout the State of California. Implementer will prepare a report
describing lessons Iearned and their understanding of best practices experienced
during the planning,marketing,and the Program. Implementer will submit a plan for
sharing this report with other local governments.
7. Monthly Status Report:Implementer will provide a Monthly report of all on-going
activities including a list of Monthly achievements and outstanding issues.
B. Task Performance Indicators
The Implementer will,at a minimum,track the following information through the IR Tool:
1. Number and type of Key Decision Makers Education Program trainings and events
given,by participant group;
I 2. Name and contact information of all Key Decision Makers Education Program
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training and evert/Summit attendees;
3. Results from participant pre-training/pre-Summit surveys that track baseline
lu owledge of energy efficiency/green building concepts,policies, etc.;
4. Results from participant post-tiaining/post-Summit surveys that track tangible data on
how level of knowledge changed due to specific training provided;
5. Number and type of published articles and messages related to the Training Program
or Summit;
6. The number of EE-related policies adopted as a direct result of this Program and/or
the likelihood participants would continue towards adoption of EE-policies and
programs;
The Implementer will also quantitatively assess the value and benefits of the Training
Program/Summit through analyzing results of participant satisfaction surveys and ability
to pass City ordinances that mandato such training programs and/or summits.
Deliverables:
`bask 2 De)sYe able Due:Aate s _
) )
1. Report on status of Implementer or NTP plus 1 Month.
Subcontractor to help support the Task
2. Draft Assessment and Planning Report for NTP plus 2.5 Months.
the Energy Efficiency Education Program
for Key Decision Makers
3. Final Assessment and Planning Report for NTP plus 3 Months.
the Energy Efficiency Education Program
for They Decision Makers
4. Draft Curriculum for the Energy Efficiency NTP plus 6 Months.
Education Program for Key Decision
Makers
5. Final Curriculum for the Energy Efficiency NTP plus 7 Months.
Education Program for Key Decision
Makers
6. Conduct the Energy Efficiency Education NTP plus 8 Months.
Program for Ivey City Decision Makers
7. Assess value and benefits of the Energy NTP plus 10 Months.
Efficiency Education Program for Key
Decision Makers
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S. Plan for shaving lessons learned/best NTP plus 11 Months.
practices with other local governments
9. Monthly reports of tracked Performance Monthly with Invoicing
Indicators Requirements
Task 3-. Customize Community Energy Action Plan (EAP) With
Energy Efficiency Language and Data (SP Task 4.1.2)
A. Task Goals and Objectives
Implementer will provide all materials developed under this task to CPM for review and
comment:
1. Report on Status of Consultant or Subcontractor to Support the Task:
Implementer will submit monthly reports on the status of hfiinc,,,experdse to
accomplish the Task.
2. Assessment and Planning Report for Developing a Community Energy Action
'Phtn(EAP): The Implementer will prepare a plan for the development of an EAP for
the City that will include,at a minimum,the data collection process,including data
collection templates if applicable,methodology for estimating baseline,and public
input and community involvement through form=,workshops and other such events
3. EAP(Draft and Final): To develop the EAP,the Implementer will prepare data on
energy use in the community and in municipal facilities. The EAP will include an
inventory of municipal facilities. Through this task the Implementer will establish a
baseline of energy use, energy efficiency goals and implementation strategies to
achieve these goals. In developing the EAP,the Implementer will:
a. Develop an inventory of City's electricity using equipment;
b. Study how users of electricity consume electricity;
c. Establish reduction goals and milestones;
d. Investigate and assess approaches to reduce energy;
e. Prioritize municipal EE projects and determine fanding mechanisms for
municipal BE projects;and
E Develop GHG inventory with the San Bernardino Association of
Governments(SANBAG).
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.
4. ][deport on Stakeholder Input: Implementer shall include a list of all,stakeholder
meetings,workshops,etc.,list of all attendees and contact info by workshop, and
discussion on how input was used in refining the policy. hnplementer may also
include community stalceholder meetings.
5. Monthly report of trached Performance Indicators: Implementer will provide a
monthly report of all on-going activities including a list ofmonthly achievements and
outstanding issues.
B. Task Performance Indicators
The rationale and benefits of the proposed scope of work include the following:
1. Develop eonsensus based solutions to minimize activities contributing to energy use
and related emissions,and promote energy efficiency throughout the City.
2. Develop detailed programs,policies, and implementation measures to achieve the
solutions identified.
Deliverables:
Er- N-3 �ehveLable(s) 'Dn(e bates) _ -
v
1. Report on Status of Consultant or Subcontractor NTP plus 3 Months.
to Support the Task
2. Assessment and Planning Report for the NTP plus 6 Months.
Development of a Community Energy Action
Plan
3. Draft EAP NTP plus 8 Months.
4. Final EAP NTP plus 9 Months.
S. Subunit EAP to Implementer's City Council for NTP plus 16 Months.
Adoption and provide effective date
6. Report on Stakeholder Input NTP plus 16 Months.
7. Submit Monthly Status Report Monthly with Invoicing
Requirements
Task 4; Invoicing and Reporting
A. Invoicing
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The Implementer will submit to the CPM an Invoice which includes supporting
documentation in accordance with the requirements delineated Appendix A, "Invoicing
Requirements", the Ts&Cs(Section 4), and Attachment No.1 of the Contract.
SCE may amend the invoicing requirements from time to time, at which time SCE will notify
Implementer of the changes and issue a Change Order. Implementer will implement these
modifications in a timely manner and reflect any changes in fiiture invoice documentation.
B. Reporting
The Implementer will submit to the CPM all required reports initially as a draft for review
and approval by the CPM. Implementer will be responsible for implementing, adhering to,
and the submission of,the items as described in Appendix D, "Regulatory Reporting
Requirements''..the Ts&Cs, and Attachment No.l of the Contract.
SCE may amend the reporting requirements from time to time,at which time SCE will notify
Implementer of the changes and issue a Change Order. Implementer will implement these
modifications in a timely manner and reflected in fature invoice documentation.
Deliverables:
ase4 Deirverable(s} _ - _ 'x3ue bata(s) _
- - -- - ,
1. Prepare and submit invoices and supporting 15th Calendar Day of the Month
documentation to SCE per Appendix A,"Invoicing
Requirements"
2. Submit final invoice to SCE March 31,2016 Rous
3. Prepare and submit Monthly Report to SCE 15th Calendar Day of the Month
per Appendix D,"Regulatory
Reporting Requirements"
4. Submit Commission reports Semi-annually and annually
Task 5: Ramp-Dawn and Shut-Down Program
A. Program Shut-Down
All Program operations will be completely shut down after the last day of the
effective period of the Contract, and no later than December 31,2015 aw,with the
exception of preparation and submittal of the Final Report,as defined in Task 5.
Deliverables:
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71
TasJc5 Ile vea�ble(s) _ Due`b40W__
1. Complete all services No later than December 31, 2015
BaVS
Task 6: Submit Final Program Report
After Program completion,the Implementer will submit a final report that reviews the
Program's progress and accomplishment(the "Final Report"). The Final Report will include
the information referenced in Appendix E,"Final Program.Report Template".
Deliverables:
'asic 6 `DehYerable{s) _ 77. Date{s�
1. Submit draft Final Report for SCE review and No later than February 15,2016
approval ilau5
2. Submit revised Final Report for SCE review The earlier of March 31, 20161iat15
and approval or within 2 weeks of receipt of
SCE comments
SECTION 4 —PAYMENT
A. Payment Terms
The Program will utilize a 100%time and material based payment(T&M Payment)structure
based on the£ally burdened billing rates contained in S ection 4,Table 1. All payments will
be subject to Appendix A,"Invoicing Requirements",the Ts&Cs,Section 4,and Attachment
No.I of the Contract.
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Table 4: Fully Burdened Hourly Rates by TH162 Revd
_-_- _ `_`�.`- _-... -'--a•,_`:.-.....c.=�_��,---_'^��__ -- _,,,r _- _ rte_
rE
Sr. Consultant All Aspects $225.00lacv3 N/A
Senior Admin
Project Manager + � •7�RCv2 0I
2ev2Analystzzev2
Field Services
Managees Project Oversight $93•6i6 0%Rev3
Part Time Adm
Assistant Administrative Support $14.64 �
0/e rRov3
Administrative project Manager $20.01 Rev2 O%Rev4
Technician Rav2
Sustainability Project Manager $50.47Rev3 50%Rev3
Manager Rev3
Project AssistantRev4 Project Manager $27.92Rev4 50%Rcv4
Total 100
2 Fully burdened rates are defined as"Labor Related Cost Uuder Time and Materials Basis"in Section 4 of the
I General Terms and Conditions.
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B. Implementer's Budget Breakdown
The Work budget is divided into three cost categories described as:
® Administrative Costs: Typically,program overhead costs,such as staff
labor/benefits, employee expenses,and miscellaneous general expenses that are not
marketing and outreach(Marketing and Outreach), direct implementation,or
incentive/rebate costs.These costs will usually be for labor incurred in preparing
invoices and reporting(monthly,semi annual and ad hoc).
® Marketing and Outreach Costs:Typically,marketing costs such as collateral
material, outreach costs such as promotional events, and staff labor associated with
incurring marketing costs and activities.
e Direct Implementation Costs: Costs related to activities directly tied to,and
associated Nvith, the development and the implementation of the proposed Work,
including subcontractor costs.
a Total Two-Year Budget: Sung of the components listed above.
Table 5: Implementer's Budget(Task 2)
Task 2 Budget Breakdown
Allowable Cost % $
(1) Administration 14.0% $1,680
(2) Marketing and Outreach 11.5% $1,380
(3) Direct Program Implementation 74.5% $8,940
Total Implementer Budget: (1)+(2)+(3) 100% $12,000
Table 6: Implementer's Budget(Task 3)
Task 3 Budget Breakdown
Allowable Cost % $
(1) Administration 30.5% $15,860
(2) Marketing and Outreach I 5.5% $2,860
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(3) Direct Program Implementation 64.0% $33,280
Total Implementer Budget: (1)+(2)+(3) 100% 552,000
C. Program Budget Limit
In no event will the Implementer exceed the total amount budgeted by SCE for the
Contract related to this SOW of$64,000.00.
D. Performance Judicators
SCE will,at a minimum,monitor the Work based on the following Program Perfon-nance
Indicators:
e Progress made against the goals,deliverables,and due dates above; and
e Actual performance versus predicted perfoirnance as outlined herein.
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APPENDIX A: Lw01CITIC RBQUIlZEML-iiTS
A. Invoicing Instructions
1. Advance Copy to CPM
An advance electronic copy of Implementer's invoice (Advance Copy) must be
submitted to the CPM by the 15th Calendar Day of each month, and include the
following attachments-
® Invoice Summary Page section of flus Appendix A(see Item B.1 below); and
® All information outlined in the Time and Materials Invoicing Requirement
section of this Appendix A(see Item B.2 below).
2. Final Invoice to Accounts Payable
Upon CPM approval of the Advance Copy, the Implementer will submit a hard
copy invoice (Final Invoice) to Accounts Payable within two 2 Business Days
thereafter.The hard copy invoice must include the following attachments:
e Invoice Summary Page (see Item B.1 below);
o All information outlined in the Time and Matetials Invoice Requirement
section of this Appendix A(see Item B.2 below); and
Q Any additional substantiating documentation, as requested at the sole
discretion of the CPM or procurement agent.
Mail an original and one copy of the Final Invoice to the following address:
Southern California Edison Company
Accounts Payable Division
P.C.Box 700
Rosemead,CA 91770
Send an electronic copy of the Final Invoice to the CPM.
If rates, rate format or rate components are different fiom that stated in the
Contract,payment may be delayed due to necessary validation of the invoice.
Failure to comply with invoice instructions or any other terms and conditions of
the Contract may result in adjustment or rejection of the invoice.
B. Invoicing Requirements
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southern California Edison Company Pag4r.16 of Z$
I. Invoice Summary Page:All invoices must contain an invoice summary page
with,at a minimum,the following information:
• SCE's Contract number;
a Task description;
a Total amount authorized;
• Current monthly amount invoiced(including the task(s));
a Cumulative amount invoiced to date(including the task(s)); and
a Statement of deliverables for the period.
2. Time and Materials Invoicing Requirements
In addition to the invoice instructions contained herein,the Implementer will also
refer to Section 4.1 of SCE's General Terms and Conditions for additional
invoicing instructions.
Each uavoice will provide sufficient detail to identify the following elements:
« Personnel work dates;
® Personnel work hours by name and classification;
® Personnel work rates:fixed hourly billing rates;
® Description of work performed-by person,by day, broken down no less than
by the hour by task in sufficient detail to identify work performed;
® Itemized receipts for material and subcontract costs;
® Itemized receipts for"Out-of-Pocket" expenses authorized by the Contract;
and
o Itemized receipts for authorized travel costs or detail of trips for which
authorized mileage is charged.
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APPErDLK B: Mri uvrD TE,R vis
1. Baseline Data:The initial base metric for comparing the net result of prograrrnnatic
changes versus what would have happened in the absence of the Program or activity.
Z. Business Day:The period from one midnight to the following midnight, excluding
Saturdays, Sundays, and holidays.
3. Calendar Day:The period from one midnight to the following midnight,including
Saturdays, Sundays, and holidays.
4. California Public Utilities Commission.("CPUC"or"Commission"): Public agency
that regulates privately owned electric,natural gas,telecommunications, water,railroad,
rail transit, and passenger transportation companies.
5. Contract(s): Agreement entered into between SCE and the Implementer which
authorizes the Work,states the commercial terms, incorporates by reference SCE's
Ts&Cs(or a different set of terns and conditions mutually agreed upon between SCE and
the Implementer), a Statement of Work, and other referenced documents,all of which
form the contract between SCE and the Implementer to perform the Work described
herein.The term."Contract(s)"will have the same definition and meaning ascribed to as
the term"Agreement(s)"under SCE's Ts&Cs.
6. Contract Program Manager(CPIM):The SCE Representative who will manage the
Program.
7. Customer: For purposes of this SOW, Customer shall mean any customer of SCE that is
within the Tmplementer's jurisdiction.
8. Demand Response or DR.: Sometimes referred to as load curtailment or reduction.
Mechanisms(such as interruptible rates,bill credits)are used to encourage consumers to
use energy at different(lower cost)times of day or to interrupt energy-use for certain
equipment temporarily,usually in direct response to an event or price signal.
9. Energy Efficiency or EE:An action, appliance or device that reduces the total electric
consumption of a Customer,while maintaining a level of service that is the same or better
than before.
10.Local Government or Institutional Partnership Programs:A program that
coordinates efforts of a utility and a local government or other entity to use the strengths
of both parties to achieve energy savings goals.
i
11.Marketing and Outreach: Communications activities designed to identify,reach, and
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SonthemCalifornia Edison Company Page:18 of 28
motivate potential Customers to take actions to either learn more about or invest in EE
opportunities.
12.Measures
o Specific Customer actions which reduce or otherwise modify energy end-use patterns.
® A service or a product whose installation and operation at a Customer's premises
results in a reduction in the Customer's on-site energy use,compared to what would
have happened without the service or product installation.
13.Month or Monthly:A term ending on the last Calendar Day of each month.
14.Performance Indicators: Specific,measureable,actionable,realistic and time-specific
requirements that will directly and measurably contribute to SCE's business
15.SCE Invoice and Reporting Tool(IR Tool):SCEs invoicing and reporting toot that
uses either a Web based interface or a database format as detennined by the CPM to
collect program information. See Appendix A,"Invoicing Requirements,"and Appendix
D,"Regulatory Reporting Requirements"for more information.
16.Title 24: California Code of Regulations(CCR),Title 24,also known as the California
Building Standards Code(composed of 12 parts).Title 24,Part 6 sets forth California's
energy efficiency standards for residential and nonresidential buildings a-ad was
established in 1978 in response to a legislative mandate to reduce California's energy
consumption.The standards are updated periodically to allow consideration.and possible
incorporation of new energy efficiency technologies and methods.Title 24,Part 6 is the
focus of the Work under this Contract.
17.Work: Any and all obligations of Implementer to be performed for SCE and Customers
pursuant to and during the term of the Contract resulting from this SOW,any revision to
such Contract,or a subsequent amendment or Change Order.The Work will include,
without limitation the Work described in Section 3 of this SOW.
ConEideadat City of Redland.FtrstAmendineatforStrategic Plaa Phase 3 fbr City of Redlands Revised SOW(revQ.doo
Southern califbmia Edison Company Page:19 of 28
APPENDIX C: STRATEGIC PLAT SUPPORT MENU
Table 7: Strategic Plan Support Menu
31 i.
t�dolif codes;,�,r�dtnsnce,�,_s�tastdards,gt�xdel�ues Qrpxogz'a�_;t��encoi�rage_or
STRATEGY x l , reclineZ�tldtng perforiiiance exceeding sttcegtuitixents Tlie focus should
,� -„Y_:.�:__,,. be 91a.Tas�g cuing models,or i�ilkeze�s soxnetlut�g-new and_ut�z��e,�hat�lt�e_
>pplicaFaIe - ti ` -
-=
--- ------
Adopt building energy codes more stringent than Title 24's requirements,
TASKS 1.1.1 using cost-effectiveness studies by Climate Zone done by the utilities;adopt
one or two additional tiers of increasing stringency.
1.1.2 Adopt a Green Building policy for municipal development,commercial
development and/or residential development.
1.1.3 Develop/adopt point of sale programs such as a Residential or Commercial
Energy Conservation Ordinance.Focus on whole buildingperformauce.
1.1.4 Change local codes to allow and encourage integration of EE,demand
response,and on-site generation.
Develop and adopt programs to encourage energy efficiency such as one-stop
I.I.5 permitting,on-line permitting,;separate zero Net Energy(ZNE)permit
processes,density bonuses,;or a recognition program.
Develop educational programs for local elected officials,building officials,
1.16 commissioners,and stakeholders to improve adoption of EE codes,
ordinances,standards,guidelines and programs.
VU
Imple�nenL F?dcs,ordinances standards guideXines ar programsIrat -i
_
SR�TGY_ _. ez�courag�buxlduigeior3natice exceedut3Ystatestondards_
TASKS 1.2.1 Implement any of the Tasks under Strategy 1.1 above,through a process
involving internal and external stakeholders,,etc.
S=T�tA'iG f`- improve processes tslllt�ngvi�riereased code ct mtace tFirouh edtieaon,
___ _
t I
S��ATGX bevetoprograrn to track tnunrcipal energy usage,sueli as through energy
Alf
:.:�_..._: ,., ._.-._-_ �attagetiaent software and bench�arlsipig_ofrt�ttzucipal£atiilxttes,_� -
TASKS 3.1.1 Develop energy benchmarking=policies and procedures to enable ongoing
benchmarking of all local government facilities.
3.1.2 Set up a`utility manager'computer program to track municipal usage.
Identify need for sub-metering to plan,budget and manage bills.
RAW
.-.__-rte�-__- —_—•��=--�-_� -
A�t a Giunale Aclton Plan[CAP),BmergyActtorr'tart(Eil')J.,£fir
opeHt tin .The li[ n cQu d tnciude tt g�uergyLei[ciency
standards Icor negl and a cFsting facfies,deyclopltig,a xe�lolvsng loan fuirdr
I`Qr EE XU CCtS,'{t71d SO On ti
TASKS 3.2.1 Developladopt an energy chapter for City/County climate or energy action
plan.
Adopt a policy to require Leadership in Energy and Environmental Design
3,2,2- (LBE1)),Energy Star Ratings,or other program standard for municipal
facilities.
3.2.3 Develop policy for a revolving BE fund for City/County facilities.
3 2.4 Develop commissioning/retro-commissioning policies for municipal
facilities.
F i
1 '
�� e�dopt"a CA13,SAF oc�d4pC��1"angttageanto another�7oltoy�iQcutneh�"
wTRA� GY 4 r ;;nch as a GeneralPlan;fo Leduc community greenlaovsc,gs eurtis �Qns�xitb�
TASKS 4.1.1 Develop a regional template for CAP or 1JAP.
4.1.2 Customize CAP with EE language and data.
4.1.3 Update General Plan/Conservation Element with Climate policies.Provide
BE framework and data for other people doing planning.
4.1.4 Conduct the BE savings analysis for an annual Greenhouse Gas inventory for
the City/County.
1
Local governments participatingin activities under Goals 1—4 will be increasing,theis expertise.
The activities under Goal 5 are more directly related to the programs operated by statewide local
government associations-(ICLEI,ILG and LGC),by regional Iocal government agencies such as the
Association of Bay Area Governments and Great Valley Center,and by the Statewide Local Government EE
Best Practices"Coordinator.>
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-PPEIVDa D; REGULATORY REPORTING RIIQ=--iYIENTS
In addition to any reporting requirements outlined in the Ts&Cs and Attachment No.I of the
Contract,the Implementer will follow the following reporting requirements when submitting
documents to SCE:
Monthly Report:The Monthly Report due on the 15th Calendar Day of each Month for
work completed the preceding Month using the IR Tool. The Monthly Report will include a
discussion on the following Program activities occurring during that Month:
1. Administrative activities;
2. Marketing activities;
3. Direct Implementation activities;
4. Jmplementer's assessment ofProgram performance and Program status.For example,is
the Program on target,exceeding expectations,or falling short of expectations,etc.;
5. Discussion of changes in Program emphasis.For example,new Program elements,less or
more emphasis on aparticular delivery strategy,Program elements discontinued,Measure
discontinued,etc.;
b. Discussion ofnear term plans for Program over the coming months(e.g,marketing and
outreach efforts that are expected to significantly increase Program participation);
7. Changes to staffing and staff responsibilities,if any;
8. Changes to contacts,if any;
9. Changes to Subcontractor and Subcontractor responsibilities,if any;
10.Number of Customer complaints received;and
11. Program Theory and Logic Model,if not already provided in the PIP,or if Implementer
makes any revisions.
A. Commission Reporting Requirements:The Implementer will provide SCE with the
requisite information on the prior Month's activities,accomplishments,and expenditures
related to its respective Work obligations,for purposes of preparing any reports required
of SCE by the Commission including Quarterly, Semi-annual and Annual Reports.
The Commission may amend reporting requirements from time to time.SCE will notify
Implementer of any reporting changes and issue a Change Order. Implementer will
implement these modifications in a timely manner and reflected in future invoice
documentation.
Requirements for these reports may change per the direction of the Commission or the
Commission's Energy Division. The current reporting requirements are as follows:
1. Semi-annual Report; Implementer will provide SCE with the requisite
information to be compiled for the portfolio reporting in Program Semi-annual
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Reports using the Semi-annual Report template set forth in Section 1.a herein.
Serni-annual reports are due March lst and September 1"of each year.
a. Semi-annual Report Template
i. A template will be provided by CPM prior to the reporting period.
2. Implementer will provide additional data or infonnation as required by the
Commission.
C. Allowable Costs
Allowable Costs Table
The cost items listed on the Allowable Costs sheet are the only costs that can be claimed for ratepayer-
funded energy efficiency work.The costs reported should be only for costs actually expended.Any
financial commitments are to be categorized as commitments.If the reporting entity(i.e.,SCE,in this
case)does not have a cost listed on the cost reporting sheet,then no cost may be reported for that item.
These Allowable Cost elements are to be used whenever costs are invoiced or reported to the CPM.If
there is a desire to include additional Allowable Cost elements,the CPM should be contacted in order
to seek approval from the Commission.
3/30/2006
Cost Categories Allowable Costs
Administrative Cost Category
Managerial and Clerical Labor
Implementer Labor-Clerical
Note: -These allowable costs *Implementer Labor-Program Design
are to be allocated towards the *Implementer Labor-Program Development
direct implementation category. :Implementer Labor-Program Planning
*Implementer Labor-ProgramlPro3ect Management
Implementer Labor-Staff Management
Implementer Labor-Stam'Supervision
Human Resource Support and Development
Implementer Labor-Human Resources
Implementer Labor-Staff Development and Training
Implementer Benefits-Administrative Labor
Implementer Benefits-Direct Implementation Labor
Implementer Benefits-Marketing/Advertising/Outreach
Labor
Implementer Payroll Tax-Administrative Labor
iImplementer Payroll Tax-Direct Implementation Labor
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Allowable Costs Table
The cost items listed on the Allowable Costs sheet are the only costs that can be claimed for ratepayer-
funded energy efficiency work.The costs reported should be only for costs actually expended.Any
financial commitments are to be categorized as commitments.If the reporting entity(i.e.,SCE,in this
case)does not have a cost listed on the cost reporting sheet,thea no cost may be reported for that item.
These Allowable Cost elements are to be used whenever costs are invoiced or reported to the CPM.If
there is a desire to include additional Allowable Cost elements,the CPM should be contacted in order
to seek approval from the Commission.
3/30/2006
Cost Categories Allowable Costs
Implementer Payroll Tax-Marketing/AdvertisinglOutreach
Labor
Implementer Pension-Administrative Labor
Implementer Pension-Direct Implementation Labor
Implementer Pension-Marketing/Advertising/Outreach
Labor
Note; '-*Travel and Conference *-"Travel and Conference Fees
Fees associated with Implementer--Conference Fees
Implementer Labor(e.g.,
Program Design,Program Implementer Labor-Conference Attendance
Development,Program Implementer-Travel-Airfare
Pianning, said ProgramJProject Implefinenter-Travel-Lodging
Management) are to be allocated Implementer-Travel-Meals
towards the direct
implementation category. Implementer-Travel-Mileage
Implementer-Travel-Parking
Implementer-Travel-Per Diem forMisc.Expenses
Overhead(General and Administrative)-
Labor and Materials
ImplementerEquipment Communications
Implementer Equipment Computing
Implementer Equipment Document Reproduction
Implementer Equipment General Office
Implementer Equipment Transportation
Implementer Food Service
Implementer Office Supplies
Implementer Postage
Implementer Labor-Accounting Support
Implementer Labor-Accounts Payable
Implementer Labor-Accounts Receivable
i
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Allowable Costs Table
The cost items listed on the Allowable Costs sheet are the only costs that can be claimed for ratepayer-
funded energy efficiency work,The costs reported should be only for costs actually expended.Any
financial commitments are to be categorized as commitments.If the reporting entity(i.e.,SCE,in this
case)does not have a cost listed on the cost reporting sheet,then no cost may be reported for that item.
These Allowable Cost elements are to be used whenever costs are invoiced or reported to the CPIVI.If
there is a desire to include additional Allowable Cost elements,the CPM should be contacted in order
to seek approval from the Commission.
313012006
Cost Categories Allowable Casts
Implementer Labor-Facilities Maintenance
Implementer Labor-Materials Management
Implementer Labor-Procurement
Implementer Labor-Shop Services
Implementer Labor-Administrative
Implementer Labor-Transportation Services
Implementer Labor-Automated Systems
Implementer Labor-Communications
Implementer Labor-Information Technology
Implementer Labor-Telecommunications
3YMarlceting/A,dvertising/Outreach Cost Category
Implementer-Bill Inserts
Implementer-Brochures
Implementer-Door Hangers
Implementer-Print Advertisements
Implementer-Radio Spots
implementer-Television Spots
Implementer-Website Development
Implementer Labor-Marketing
Implementer Labor-Media Production
Implementer Labor-Business Outreach
Implementer Labor-Customer Outreach
Implementer Labor-Customer Relations
Direct Implementation Cost Category
Financial Incentives to Customers Activity-
Direct Labor
Iraplementer Labor-Facilities Audits
Implementer Labor-Curriculum Development
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Allowable Costs Table
The cost items listed on the Allowable Costs sheet are the only costs that can be claimed for ratepayer-
funded energy efficiency work.The costs reported should be only for costs actually expended.Any
financial commitments are to be categorized as commitments.If the reporting entity(i.e.,SCE,in this
case)does not have a cost listed on the cost reporting sheet,then no cost may be reported for that item.
These Allowable Cost elements are to be used whenever costs are invoiced or reported to the CPM.If
there is a desire to include additional Allowable Cost elements,the CPM should be contacted in order
to seek approval from the Commission.
3/3012005
Cost Categories Allowable Costs
Implementer Labor-Customer Education and Training
Implementer Labor-Customer Equipment Testing and
Diagnostics
Installation and Service-Labor
Implementer Labor-Customer Equipment Repair and
Servicing
Direct Implementation Hardware alr>!d
Materials
Implementer-Direct Implementation Literature
Implementer-Education Materials
Implementer-Energy Measurement Tools
Implementer-Installation Hardware
Implementer Audit Applications and Fors
Rebate Processing and Inspection-Labor and
Materials
Implementer Labor-Field Verification
Implementer Labor-Rebate Processing
Implementer-Rebate Applications
D. Ad Hoc Reporting:Implementer acknowledges that SCE may,in its sole discretion,
require Implementer to provide such other reports or documentation that SCE deems
appropriate or necessary(the"Ad Hoc Reports").Itnplernenter will comply with any
request for such Ad Hoc Report(s)within a reasonable time or,if applicable,within the
time requested by SCE.
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APPF,NDTK E: FJNAL PRO GRAtm RrPORT Tic.mPLATL
Ra-1,
Local Govt Final
Report Template vi(
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