HomeMy WebLinkAbout2006/09/19 Item 22
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aJY OF
CHUIA VISTA
ITEM TITLE:
SUBMITTED BY:
REVIEWED BY:
CITY COUNCIL MEETING
AGENDA STATEMENT
Item: JJ-
Meeting Date: SEPTEMBER 19, 2006
RESOLUTION OF THE CHULA VISTA CITY COUNCIL
APPROVING A 3 YEAR GRANT AGREEMENT WITH SAN DIEGO
GAS & ELECTRIC (SDG&E) TO PROVIDE ENERGY EFFICIENCY
SERVICES FOR CITY, COMMERCIAL AND RESIDENTIAL
FACILITIES THROUGH DECEMBER 31,2008, AUTHORIZING THE
CITY MANAGER TO EXECUTE ALL DOCUMENTS IN
CONJUNCTION WITH IMPLEMENTING THE AGREEMENT AND
APPROPRIATING $376,700 IN GRANT FUNDS TO THE SDG&E
ENERGY PARTNERSHIP PROGRAM FUND
~f"'I:-
Director of C07tion & Environmental Services .YZ'" fAJ'1f'.-
City Manager d I (4/5ths Vote: Yes.lL No _)
Chula Vista is a leader in fostering partnerships that enable the City staff to implement
energy efficiency programs, The proposed Grant challenges the City to provide
education/outreach and marketing support to reduce the amount of kilowatts (electricity)
and therms (gas) consumed by a targeted group of energy customers that are either not
fully participating or not eligible for existing programs. The Grant also provides funding
for some additional cost reductions for the private sector and City facilities to encourage
their increased participation. The Grant would provide $2,193,225 through
December 31, 2008, ($731,075 per calendar vear). The grant allows for full cost
recovery of personnel, supplies and services for participating Departments:
Conservation & Environmental Services $376,700, and General Services; $354,375.
The General Services funding is an investment in our City infrastructure. These funds
will be used to retrofit and upgrade existing City facilities including recreation centers
and ball fields with energy efficient equipment that will produce long-term energy
savings. The program will also expand the energy conservation and management
expertise within the General Services Department that will allow them to continue the
savings beyond the grant term. General Services will return to Council within the next
30 days to request an appropriation and present a plan detailing how their annual funds
($354,375) would be used to implement energy savings projects for City facilities.
Conservation will be administering the three (3) year grant on behalf of the City and will
return to the City Council to appropriate the additional funds for the 2007 and 2008
calendar year grant cycles.
RECOMMENDATION: That the City Council adopt the resolution approving a three
year grant agreement with SDG&E to provide energy efficiency services, authorizing the
City Manager to execute all documents in conjunction with implementing the agreement,
and appropriating $249,530.70 to Supplies and Services and $127,169.30 to Personnel
Services (for hourly positions) of the SDG&E Energy Partnership Program Fund.
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Meeting Date: September 19, 2006
BOARDS/COMMISSIONS RECOMMENDATION: Based on the original time
constraints, staff presented the item to the Resource Conservation Commission as an
information item and can report on the Commission's supportive response at Council's
request.
BACKGROUND:
Public Goods Charges are collected from a monthly utility bill surcharge of
approximately $0,05 per gas therm and $0,006 per electric kilowatt consumed by every
customer in the SDG&E service territory, The Public Goods Charges are used to
Implement Public Purpose Programs, including but not limited to residential and
commercial energy efficiency and conservation programs, The October 2004
Memorandum of Understanding between SDG&E and the City provides that SDG&E
involve the City more directly in the development and delivery of up to $2,000,000 in
Public Purpose Programs funded by Public Goods Charges to ensure that Chula Vista
.residents and businesses have access to their fair share of Public Goods Programs,
and that future programs meet their needs,
Both agencies have worked with the California Public Utilities Commission (CPUC) to
directly involve the City in more effectively delivering energy efficiency, conservation,
demand management and alternative energy programs to Chula Vista residents,
businesses and City facilities, SDG&E has submitted a program model to the CPUC
that allows the City to expand its participation in energy efficiency services for targeted
residential, mixed use and small commercial energy consumers as well as City facilities,
The Grant proposal submitted by SDG&E and approved by the CPUC establishes four
program areas of responsibility:
1. Energy Efficiency Housing Project (small businesses to be added)
2, City Facilities Energy Efficiency and Demonstration Project
3, Peer-to-Peer Energy Education Project
4. Public Outreach Project
1. Small Business. Housinq and Mixed Use Enerqv Efficiency Proiect
Conservation & Environmental Services Department (Conservation) will receive up to
$290,000 in funds each calendar year through 2008 to implement this component of the
program. SDG&E submitted this component to the CPUC as a condominium
conversion program, Chula Vista staff, SDG&E and other stakeholders have agreed to
obtain CPUC approval to establish a new focus on direct residential and small business
services. This program component of goals is tasked with implementing programs that
reduce energy consumption by approximately 3,8 million kilowatt hours by 2008.
Conservation Staff will continue to work closely with Planning, Community Development
and other department staff throughout the City to coordinate the design and
implementation process of this component to ensure that it complements the City's
environmental goals and takes full advantage of the City's ability to market and provide
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Meeting Date: September 19. 2006
services that bring added value to residential and commercial electricity ratepayers.
The majority of the $290,000 in funding for this component of the program is dedicated
to funding for incentive payments and services to buy down the cost of direct assistance
to residential and small commercial facilities. The incentive funds may be used for
equipment and infrastructure that produce substantial kilowatt savings that are not
already funded by CPUC/SDG&E programs, and for support services that reduce
kilowatts. The proposed Grant also provides up to $88,508 per calendar year for hourly
personnel to facilitate greater participation in targeted residential and small business
energy efficiency programs. The personnel for this component would be temporary and
are not planned to continue beyond the term of this grant or future grant cycles.
Together these funds can be used to complement but not duplicate a number of
valuable CPUC/SDG&E funded incentives that will produce net monthly savings for a
number of targeted commercial and residential facilities in a very short period of time.
The success of this component is critical to the success of the entire grant and future
CPUC funding for Chula Vista. With adequate resources, Staff's success will make a
strong statement to the CPUC that Chula Vista continues to be a performance and
policy leader in the region, and that the City is the key to bringing substantial added
value to local ratepayers and SDG&E/CPUC Public Purpose Programs. That level of
success for this component will almost guarantee that there is some level of local
control to ensure that Chula Vista businesses, residents and City facilities receive their
fair share of these valuable incentives and services in the future.
2. Citv Facilities Enerqv Efficiencv Proiect
General Services will receive up to $354,375 in funds each calendar year through 2008
to implement their component of the program. This grant component provides funding
to fill some of the gap between current program incentives and City costs for developing
and implementing energy efficiency projects for City facilities that will help to reduce City
energy costs. Energy staff will also work to develop, implement and train City personnel
about best management practices (BMP's) that improve City employee energy
conservation policies and procedures.
Chula Vista has over 100 City-owned buildings or facilities that consume electricity and
natural gas. The City has approximately 550 electricity and natural gas meters and
uses an estimated 18 million kVV-hrs of electricity and 800,000 therms of natural gas
annually. The City's annual energy budget is approximately $3.4 million. The City's
energy use is projected to increase by at least 5% in 2006, due to addition of new City
buildings and infrastructure. The City's actual energy costs are also projected to
increase due to rising energy rates. Although the City has aggressively pursued energy
efficiency retrofits to reduce cost and meet its environmental goals there are still many
opportunities to improve how the City uses energy. The General Services Department
will return to Council within the next 30 days to present a detailed plan on how they
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Meeting Date: September 19, 2006
propose to invest their grant funds to staff and implement energy savings projects that
reduce the City's energy costs.
3, & 4, Peer-to-Peer Enerqy Education & Public Outreach Proiects
Conservation' and Environmental Services will receive up to $86,700 in funds each
calendar year through 2008 to implement this component of the program. According to
SDG&E, South bay cities have continually expressed their desire to participate in energy
efficiency programs available from SDREO and SDG&E. SDG&E also reports that
competing priorities have not allowed South bay cities staff to dedicate adequate time or
resources to developing the institutional expertise needed to pursue energy retrofit
projects. The Peer-to-Peer Project would provide information, technical assistance and
support to access existing CPUC and SDG&E incentives and help agencies develop
their own Energy Action Plans in preparation for future funding opportunities. The goal
of the Peer-to-Peer project will include at least two targeted workshops for decision
makers and project management staff, and a mentoring program with their Chula Vista
counterparts in General Services, Conservation and other departments, Conservation
also plans to use the trained hourly project personnel to help South Bay Cities market
SDG&E incentives for some of their targeted business retention programs and assist
with the expansion of local residential programs like the compact fluorescent and
torchiere lamp distribution programs. Conservation has made an initial contact with
south bay cities and hopes to build on future successes by including other Chula
Vista/Southbay agencies over the grant term.
The Public Outreach Component of the Grant focuses on marketing residential
programs to eligible residents in Chula Vista that are not subscribing to the programs.
The CPUC/SDG&E portfolio of residential programs provides a variety of valuable
programs that can help reduce energy consumption, lower monthly energy costs and
contribute significantly to Chula Vista's commitment to the prevention of Global
Warming and related environmental goals. The funds for these programs come from
ratepayers and Chula Vista ratepayers are not taking full advantage of that opportunity.
Conservation will also dedicate some hourly personnel resources to providing technical
assistance to help potential participants access services. This component will also
identify and record the barriers to participation to make recommendations for future
program modifications that foster greater participation. The personnel for this project
component are hourly and are not planned to continue beyond the term of this grant or
future cycles.
Public Purpose Charges are an investment that can be managed to help reduce energy
consumption, lower ratepayer's monthly energy costs, produce a local and regional
economic development advantage and contribute significantly to Chula Vista's long
standing commitment to the environmental and public health objectives, Broad
adoption and consistent implementation of energy conservation and efficiency
measures are a critical complement to an effective transition from fossil fuels to
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Meeting Date: September 19, 2006'
renewable energy. Energy conservation and efficiency can reduce the demand for
energy generated with fossil fuel sources and thus reduce the C02, other green house
gases and particulates that contribute to global warming, asthma and other public health
and environmental impacts.
The Energy Efficiency and Outreach Program grant provides $2,193,225 in funding to
recover costs for developing and implementing the program from January 1, 2006
through December 31, 2008. SDG&E submitted and received grant approval from the
CPUC for their regional program based on the general program areas described above.
Staff is submitting the proposed Agreement and the Conservation and Environmental
Services Department's 2006 calendar year program budget for Council's review and
approval. If Council approves Staff recommendation: 1) Conservation staff will begin to
implement the 2006 grant objectives, 2) the General Services Department will return to
Council within the next 30 days to present a detailed plan on how they would invest their
grant funds to produce energy savings for City facilities, and 3) Staff would return to
Council at some later time to appropriate funding for the 2007 calendar year. The Grant
allows the City to request funding quarterly, in advance or by reimbursement.
Conservation staff is working with the Finance Department and SDG&E to review the
process and pursue advance payment.
DECISION MAKER CONFLICTS: Staff has reviewed the decision contemplated by this
action and has determined that it is not site specific and consequently the 500 foot rule
found under the California Code of Regulations Section 18704.2(a)(1) is not applicable
to this decision.
FISCAL IMPACTS:
The City Council's approval of Staffs recommendation will require an appropriation of
grant funds to the SDG&E Energy Partnership Program in the amount of $376,700.
General Services will return to Council within 30 days with a detailed plan and
recommendation to appropriate the remaining $354,375 to fund the City facility energy
efficiency projects. The grant is projected to produce energy savings for City facilities
that will phase in over the grant term, and continue beyond the Agreement.
To complete the Agreement, Staff will return to Council for additional appropriations of
$731,075 in the 2007 and 2008 calendar years to implement the remainder of the
projects outlined in the three year Agreement. The Agreement provides for full
reimbursement (or advance payment) of implementation costs on a quarterly basis.
Any costs associated with administering the grant are a part of the Conservation &
Environmental Services Department budget.
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RESOLUTION NO. 2006-
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING A 3- YEAR GRANT AGREEMENT
WITH SAN DIEGO GAS & ELECTRIC (SDG&E) TO PROVIDE
ENERGY EFFICIENCY SERVICES FOR CITY, COMMERCIAL
AND RESIDENTIAL FACILITIES THROUGH DECEMBER 31,
2008, AUTHORIZING THE CITY MANAGER TO EXECUTE ALL
DOCUMENTS IN CONJUNCTION WITH IMPLEMENTING THE
AGREEMENT AND APPROPRIATING $376,700 IN GRANT
FUl'<TIS TO THE SDG&E ENERGY PARTNERSHIP PROGRAM
FUND
WHEREAS, Public Goods Charges are collected from a monthly utility bill surcharge of
approximately $0.005 per gas therm and $0.006 per electric kilowatt consumed by every customer in
the SDG&E service territory; and
WHEREAS, the Public Goods Charges are used to implement Public Purpose Programs,
including but not limited to residential and commercial energy efficiency and conservation
programs; and
WHEREAS, the October 2004 Memorandum of Understanding [MOU] between SDG&E
and the City provides that SDG&E involve the City more directly in the development and delivery
of up to $2,000,000 in Public Purpose Programs funded by Public Goods Charges to ensure that
Chula Vista residents and businesses have access to their fair share of Public Goods Programs and
that future programs meet their needs; and
WHEREAS, both agencies have worked with the California Public Utilities Commission
[CPUC] to directly involve the City in more effectively delivering energy efficiency, conservation,
demand management and alternative energy programs to Chula Vista residents, businesses and City
facilities; and
WHEREAS, SDG&E has submitted a program model to the CPUC that allows the City to
expend its participation in energy efficiency services for targeted residential, mixed use and small
commercial energy consumers as well as City facilities; and
WHEREAS, the grant proposal submitted to SDG&E and approved by the CPUC establishes
four program areas of responsibility: (I) Energy Efficiency Housing Project (small businesses to be
added); (2) City Facilities Energy Efficiency and Demonstration Project; (3) Peer-to-Peer Energy
Education Project; and (4) Public Outreach Project; and
WHEREAS, the City Council's approval of Staffs recommendation will require an
appropriation of grant funds to the SDG&E Energy Partnership Program in the amount of$376,700
for expenditure.
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Resolution No. 2006-
Page 2
NOW, THEREFORE, BE IT RESOL VED the City Council of the City ofChula Vista does
hereby approve the "Agreement to Jointly Deliver the 2006-2008 City of Chula Vista Energy
Efficiency and Conservation Outreach Program Between the City ofChula Vista and San Diego Gas
& Electric Company," dated July 25, 2006, to provide energy efficiency services for City,
commercial and residential facilities through December 31, 2008.
BE IT FURTHER RESOLVED, that the City Manager is authorized to execute all
documents in conjunction with implementing the agreement.
BE IT FURTHERRESOL VED, that the City Manager is authorized to appropriate $376,700
in grant funds to the SDG&E Energy Partnership Program fund.
Presented by
Approved as to form by
~~n~
-fAnn 0 e 1
City omey
Michael Meacham
Director of Conservation &
Environmental Services
J:\Attorney\RESO\AGREEMENTS\SDG&E Energy Efficiency Agmt_09-19-06.doc
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THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALL Y SIGNED UPON APPROVAL BY
THE CITY COUNCIL
Ann Moore
City Attorney
~~~)
Dated:
Agreement to Jointly Deliver the 2006-2008
City of Chula Vista Energy
Efficiency and Conservation Outreach Program
Between the City of Chula Vista and
San Diego Gas & Electric Company,
dated July 25, 2006, to provide energy
efficiency services for City, commercial
and residential facilities through December 31, 2008
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,
AGREEMENT TO JOINTLY DELIVER THE 2006-2008 CITY OF CHULA VISTA
ENERGY EFFICIENCY AND CONSERVATION OUTREACH PROGRAM
BETWEEN
CITY OF CHULA VISTA
and
SAN DIEGO GAS & ELECTRIC COMPANY
Dated: July 25, 2006
This program is funded by California utility customers under the auspices of the California
Public Utilities Commission.
2006.2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
OUTREACH PROGRAM AGREEMENT
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TIllS AGREEMENT TO JOINTLY DELIVER THE 2006-2008 CITY OF CHULA
VISTA ENERGY EFFICIENCY AND CONSERVATION OUTREACH PROGRAM (the
"Agreement"), dated July 25,2006, is effective as of January 1, 2006 ("Effective Date") by and
among SAN DIEGO GAS & ELECTRIC COMl'ANY ("SDG&E"), and THE CITY OF CHULA
VISTA ("City"). SDG&E and City may be referred to herein individually as a "Party" and
collectively as the "Parties."
RECITALS
WHEREAS, on September 22, 2005 the California Public Utilities Commission (the
"Commission") in D.05-09-043 authorized certain energy efficiency programs to be delivered to
California utility customers for the years 2006 through 2008 and the continuation of programs
where local governmental entities partnered with utilities to deliver energy efficiency information
and education to utility customers;
WHEREAS, SDG&E submitted applications for the implementation of energy efficiency
programs which included the 2006-2008 City of Chula Vista Energy Efficiency and Conservation
Outreach Program (hereinafter referred to as the "Program"), involving the delivery of energy
efficiency funding, incentives, information, training and materials to City, its residents,
developers, and South Bay cities in SDG&E's service territory;
WHEREAS, the Parties desire to set forth the terms and conditions under which the
Program for the 2006 through 2008 program years shall be implemented;
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the Parties agree as follows:
1. DEFINITIONS
1.1. Agreement: This document and all exhibits attached hereto and incorporated
herein, and as amended from time to time.
1.2. AU: The Administrative Law Judge assigned to the Commission's Energy
Efficiency Rulemaking (R.OI-08-028) or its successor proceeding.
1.3. Amendment: A future document executed by the authorized representatives of all
Parties which changes or modifies the terms of this Agreement.
1.4. Authorized Budget: The Commission-approved total for performance of the
Authorized Work is $2,193,225.00 as set forth in the Concept Paper.
1.5. Business Day: The period from one midnight to the following midnight,
excluding Saturdays, Sundays, and holidays.
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OUTREACH PROGRAM AGREEMENT
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1.6. Calendar Day: The period from one midnight to the following midnight,
including Saturdays, Sundays, and holidays. Unless otherwise specified, all days in this
Agreement are Calendar Days.
1.7. Concept Paper: The Parties' plans for implementing the Program in SDG&E's
service territory, approved by the Commission, and is attached hereto and incorporated
herein as Exhibit A.
1.8. Contractor: An entity contracting directly or indirectly with a Party, or any
subcontractor thereof subcontracting with such Contractor, to furnish services or
materials as part of or directly related to such Party's Authorized Work obligations.
City's Contractors shall be selected from SDG&E's approved list, where applicable, and
shall not include City's contract staff labor for the Program.
1.9. Eligible Customers or Customers: Customers eligible for Program services are
SDG&E customers.
1.10. Energy Efficiency Measure (or Measure): As such term is used in the
Commission's Energy Efficiency Policy Manual, Version 3, August 2005, a program or
measure approved by the Commission to reduce energy consumption (whether electrical
energy or gas energy).
1.11. EM&V: Evaluation, Measurement and Verification of the Program pursuant to
Commission requirements.
1.12. , Gas Surcharge: The funds collected from gas utility ratepayers pursuant to
Section 890 et al. of the California Public Utilities Code for public purposes programs,
including energy efficiency programs approved by the Commission.
1.13. Program Expenditures: Actual (i.e., no mark-up for profit, administrative or other
indirect costs), reasonable expenditures that are directly identifiable to and required for
the Authorized Work, up to the amounts budgeted in the Concept Paper's budget
worksheets for such Authorized Work.
1.14. Public Goods Charge (pGC): The funds collected from electric utility ratepayers
pursuant to Section 381 of the California Public Utilities Code for public purposes
programs, including energy efficiency programs approved by the Commission.
In addition, all terms used in the singular will be deemed to include the plural, and vice versa.
The words "herein," "hereto," and "hereunder" and words of similar import refer to this
Agreement as a whole, including all exhibits or other attachments to this Agreement, as the same
may from time to time be amended or supplemented, and not to any particular subdivision
contained in this Agreement, except as the context clearly requires otherwise. "Includes" or
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
OUTREACH PROGRAM AGREEMENT
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"including" when used herein is not intended to be exclusive, or to limit the generality of the
preceding words, and means "including without limitation." The word "or" is not exclusive.
2. PURPOSE
The Program is funded by California utility ratepayers and is administered by SDG&E under
the auspices of the Commission. The purpose of this Agreement is to set forth the terms and
conditions under which the Parties will jointly implement the Program. The Program and work
authorized pursuant to this Agreement is not carried on for profit.
This Agreement is not intended to and does not form any "partnership" within the meaning of
the California Uniform Partnership Act of 1994 or otherwise.
3. PROGRAM DESCRIPTION
The Energy Efficiency and Conservation Outreach Program ("ECO Program") is being
offered by SDG&E and the City. The ECO Program aims to enable City, its residents,
developers, and South Bay cities to implement energy efficiency and conservation measures by
overcoming existing barriers. South Bay includes City, Coronado, Imperial Beach, National City
and unincorporated areas of the San Diego County. The ECO Program also aims to increase
public awareness about energy efficiency and conservation through non-traditional education and
outreach outlets and channels used by cities and San Diego County.
The ECO Program will enable target customers to implement energy efficiency and
conservation measures by overcoming barriers that they face. The target customers and barriers
for each customer include:
· City of Chula Vista: The City does not have adequate resources to assign dedicated
staff to pursue and implement energy efficiency projects on a consistent basis.
· Residents: Residents do not have a clear understanding of what programs are
available to them and which programs they qualify for. Residents also need face-to-
face assistance to access and participate in energy efficiency programs.
. Condominium Conversion Developers: Developers do not have the appropriate
motivations to enhance the energy efficiency level of condominium conversion projects
beyond Title 24 compliance.
· South Bay Cities: South Bay cities lack policies, procedures and plans to
institutionalize energy efficiency and conservation measures into how they do business.
4. AUTHORIZED WORK
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
OUTREACH PROGRAM AGREEMENT
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4.1. Scope. The work authorized by the Commission for the Program is set forth in
the Concept Paper for the service territory of SDG&E ("Authorized Work") and shall be
performed by the Parties pursuant to the terms of this Agreement.
4.2. Obiectives. Major objectives ("Objectives") for the Program are as follows:
4.2.1. City Energv Efficient Facilities Showcase Proiect. Reduce the City of
Chula Vista's energy use by 5% per year for a cumulative reduction of
15% by 2008 relative to 2005 energy use.
4.2.2. ECO Exhibit Proiect. Increase public awareness by assisting up to 160
people per day, with access to information through the implementation of
up to four (4) Eco Exhibits and/or active participation in energy efficiency
and conservation programs.
4.2.3. Energv Efficient Housing Proiect. Encourage condominium conversion
developers to upgrade the energy efficiency of converted units by
committing to complying with applicable Title 24 requirements and by
further incorporating measures that go beyond Title 24 requirements by at
least 10% or by reducing energy use for each unit by an average of 515
kW -hr and 15 therms per month. At least 500 condominiums per year will
be targeted for upgrades for a total of 1,500 energy efficient
condominiums by 2008, provided, however, the Parties may agree on a
replacement program that would be designed during the program cycle,
which design shall require the mutual agreement of both Parties and shall
comply with Commission procedures.
4.2.4. Municipal Energv BMPs Education Proiect. Sponsor and coordinate at
least four (4) energy efficiency and conservation workshops for cities
every year. The goal of the workshop series is to initially assist South Bay
cities develop energy action plans to manage energy. By the fourth
workshop, participating cities will have an Energy Action Plan to reduce
their energy use. Workshops will be targeted to East County cities in 2007
and North County cities in 2008.
The Program shall meet the objectives and goals set forth in the Concept Paper.
5. OBLIGA nONS OF THE PARTIES
5.1. Generallv. Each Party shall perform its Authorized Work obligations within the
Authorized Budget and in conformance with the deliverables, schedules (including the
Objectives) and the budgets associated with such Authorized Work as set forth in the
Concept Paper, and shall furnish the required labor, equipment and 'material with the
degree of skill and care that is required by current professional standards.
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OUTREACH PROGRAM AGREEMENT
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5.2. Additional Obligations of City.
5.2.1. City shall obtain the approval of SDG&E when developing Program
marketing materials prior to any distribution, publication, circulation or
dissemination in any way to the public. In addition, all advertising,
marketing or otherwise printed or reproduced material used to implement,
refer to or is in any way related to the Program must contain the following
language: "This program is funded by California utility ratepayers and
administered by San Diego Gas & Electric Company, under the auspices
of the Califomia Public Utilities Commission."
5.2.2. City will communicate regularly with the program representative of
SDG&E, and shall advise SDG&E of any problems or delay associated
with City's Authorized Work obligations.
5.3. Additional Obligations of SDG&E.
5.3.1. SDG&E will be actively involved in all aspects of Program delivery.
SDG&E will use its reasonable efforts to add value to the Program by
dedicating the human resources necessary to implement the Program
successfully and providing in-kind services support for the Program's
marketing and outreach activities.
5.3.2. SDG&E shall provide, at no cost to the Program, informational and
educational materials on SDG&E's statewide and local energy efficiency
programs to City to enable City to implement the Program.
5.3.3. SDG&E shall provide a program representative on a part-time basis, who
will be the point of contact between City and SDG&E for the Program.
5.4. EM&V. Once the Commission has approved and issued an evaluation,
measurement and verification ("EM&V") plan for the Program, such EM&V plan shall
be attached to this Agreement as Exhibit B and shall be incorporated herein by this
reference. Any subsequent changes or modifications to such EM&V plan by the
Commission shall be automatically incorporated into Exhibit B.
6. ADMINISTRATION OF PROGRAM
6.1. Decision-making and Approval.
6.1.1. Unless otherwise set forth in this Agreement, the following actions and
tasks require unanimous approval of the Parties (which approval may be
withheld by each such Party in its sole and absolute discretion):
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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a. Any action that materially deviates from the Concept Paper.
b. Any action that materially impacts the Concept Paper's schedule or
the Program.
c. Any action that materially impacts the Program's budget set forth
in the Concept Paper.
d. Selection of any Contractor not previously approved by SDG&E.
6.1.2. Unless otherwise specified in this Agreement, the Parties shall document
all material Program decisions, including, without limitation, all actions
specified in Section 6.1.1 above, in meeting minutes or, if taken outside a
meeting, through written communication, in all cases which shall be
maintained in hard copy form on file by the Parties for a period of no less
than ten (10) years after the expiration or termination of this Agreement.
6.2. Regular Meetings. During the Term of this Agreement, the Parties shall meet on a
regular basis, which shall occur no less than quarterly, at a location reasonably agreed
upon by the Parties, and shall engage in routine weekly communication to review the
status of the Program's deliverables, schedules and the budgets, and plan for upcoming
Program implementation activities. Any decision-making shall be reached and
documented in accordance with the requirements of Section 6.1.2 above.
6.3. Coordinating the Program Activities. Each Party shall be responsible for (i)
coordinating the implementation of its Authorized Work obligations with the other Party,
and (ii) monitoring the overall progress of the Authorized Work, to ensure that the
Program remains on target, (including achieving the Program's energy savings and
demand reduction goals), on schedule (including pursuant to the Objectives set forth in
Section 4.2), and meets all reporting and other filing requirements.
6.4. Regular Communication. The Parties agree to communicate regularly with the
other Parties and to advise the other Party of any problems associated with successful
implementation of the Program.
6.5. Coordinating with Other Energv Efficiencv Programs. As applicable, SDG&E
shall coordinate with other existing or selected programs (including programs targeting
low-income customers) to enhance consistency in incentives and other Program details,
minimize duplicative administrative costs and enhance the possibility that programs can
be marketed together to avoid duplicative marketing expenditures. All Parties will
coordinate with other energy programs to maximize customer satisfaction and energy
savIngs.
6.6. Non-Responsibilitv for Other Parties. Notwithstanding anything contained in this
Agreement in the contrary, a Party shall not be responsible for the performance or non-
performance hereunder of any other Party, nor be obligated to remedy any other Party's
defaults or defective performance.
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7. DOUBLE DIPPING PROHIBITED.
In performing its respective Authorized Work obligations, a Party shall implement the
following mechanism and shall take other practicable steps to minimize double-dipping:
7.1. Prior to providing incentives or services to an Eligible Customer, City shall obtain
a signed form from such Eligible Customer stating that:
7.1.1. Such Eligible Customer has not received incentives or services for the
same measure from any other SDG&E program or from another utility,
state, or local program; and
7.1.2. Such Eligible Customer agrees not to apply for or receive incentives or
services for the same measure from another utility, state, or local program.
City shall keep its Eligible Customer-signed forms for at least ten (10) years after the
expiration or termination of this Agreement.
7.2. City shall not knowingly provide an incentive to an Eligible Customer, or make
payment to a Contractor, who is receiving compensation for the same product or service
either through another ratepayer funded program, or through any other funding source.
7.3. City represents and warrants that it has not received, and will not apply for or
accept, incentives or services for any measure provided for herein or offered pursuant to
this Agreement or the Program from any other utility, state or local program.
7.4. The Parties shall take reasonable steps to minimize or avoid .the provision of
incentives or services for the same measures prOVided under this Program from another
program or other funding source ("double-dipping").
8. REPORTING
8.1. Reporting Requirements. The Parties shall implement those reporting
requirements set forth in Exhibit C attached hereto and incorporated herein by this
reference, as approved by the Commission and as -the same may be amended from time to
time, or until the Commission otherwise requires or issues different or updated reporting
requirements for the Program, in which case and at which time such Commission-
approved reporting requirements shall replace the requirements set forth in Exhibit C in
their entirety.
8.2. Commission ReportingRequirements Manual. All reports shall be submitted in
accordance with the requirements of the latest version of the Commission's Reporting
-Requirements Manual (currently Version 3, August 2005) and any other reporting
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protocol established by Commission staff. The Parties shall use their best efforts to
. provide any additional information as requested by SDG&E or by Commission staff.
9. PAYMENTS
9.1. Authorized Budget. No Party shall be entitled to compensation in excess of the
total amounts approved by the Commission in the Authorized Budget for such Party's
Authorized Work obligations. However, if SDG&E executes any fund shift in
accordance with Section 9.4 below, then each Party shall be entitled to compensation up
to, but not exceeding, the Authorized Budget, as revised to reflect such fund shift, for
such Party's Authorized Work obligations.
9.2. Program Expenditures. Each Party shall be entitled to spend PGC or Gas
Surcharge Program Funds on Program Expenditures incurred by such Party.
9.3. Payment to City. In order for City to be entitled to PGC or Gas Surcharge funds
for Program Expenditures:
9.3.1. City shall invoice SDG&E quarterly, in advance and no later than the 15th
day of the first calendar month of each calendar quarter, for all reasonable
projected Program Expenditures for such quarter ("Quarterly Invoice"),
together with all such documentation reasonably required by SDG&E to
evidence the calculation of such projected Program Expenditures and all
such other documentation required to be attached thereto as described in
Section 9.3.2 below. With respect to the quarter in progress at the time of
execution of this Agreement, City shall submit, by the 15th day of the
month in which such execution occurred (or if such 15th day has passed,
then the 15th day of the following month), such Quarterly Invoice for such
quarter in progress (together with all such documentation).
9.3.2. At the end of each calendar quarter of the term of this Agreement, City
shall provide an accounting of all Program Expenditures that actually
incurred by City during the course of such quarter. City shall calculate the
difference between the actual Program Expenditures incurred by City
during the quarter just passed and the amount advanced by SDG&E under
Section 9.3.1 in respect of such quarter. If such actual Program
Expenditures incurred by City during such quarter is greater than such
amount advanced by SDG&E for such quarter, then City's Quarterly
Invoice for the following calendar quarter'shall include a charge in the
amount of such difference. If the actual Program Expenditures incurred by
City during such quarter is less than such amount advanced by SDG&E for
such quarter, then City's Quarterly Invoice for the following calendar
quarter shall include a credit in the amount of the amount of such
difference. As a condition to payment by SDG&E in respect of a
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Quarterly Invoice, City shall include with such Quarterly Invoice all such
documentation reasonably required by SDG&E evidencing the accounting
set forth in this Section 9.3.2 for the previous calendar quarter.
9.3.3. Upon the expiration or earlier termination of this Agreement or the
Program, City shall provide a true-up of Program Expenditures during the
entire term of the Program and shall provide (or shall have provided) no
later than thirty (30) days after the effective date of such expiration or
earlier termination all such documentation reasonably requested by
SDG&E to evidence all Program Expenditures incurred by City during the
term of the Agreement and the Program. If the total actual Program
Expenditures incurred by City during the term of the Program is greater
than the total amount of Program Expenditures paid by SDG&E during the
term of the Program, then City shall deliver an invoice SDG&E in the
amount of such difference at the same time City deli vers the
documentation described above in this Section 9.3.3. If the total actual
Program Expenditures incurred by City during the term of the Program is
less than the total amount of Program Expenditures paid by SDG&E
during the term of the Program, then City shall refund the difference to
SDG&E within thirty (30) calendar days after the effective date of such
expiration or earlier termination.
9.3.4. SDG&E shall pay all invoices within thirty (30) calendar days after receipt
such invoice and all documentation and accountings required to be
delivered with such invoice as set forth in this Section 9.3, exclusive of
any disputed items.
9.3.5. City shall submit monthly and quarterly reports to SDG&E, in a format
reasonably acceptable to SDG&E and containing such information as may
be required for the reporting requirements set forth in Section 8 above
("Periodic City Reports"), by the tenth (10th) Calendar Day of the calendar
month following performance, setting forth all Program Expenditures
incurred during the prior calendar monthQr quarter, as applicable.
9.3.6. Documentation necessary to substantiate the Program Expenditures shall
include, without limitation, the following:
a. Incentives: Subject to the provisions of Section 7, for each
incenti ve paid to Eligible Customers or Contractors (other than
point of purchase .programs):
(i) Eligible Customer or Contractor name, address and
telephone number;
(ii) the type and quantity of each measure installed or received;
(iii) the amount of each incentive paid, and
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(iv) the date each payment was provided or each measure was
installed or received.
b. Labor: For each of the Program's budget categories applicable to
City (e.g. Direct Implementation), a list of individuals and total
hours worked and labor rate(s) for each person during the month in
each budget category.
c. Equipment and Material: A list of equipment and material used
and/or installed in the performance of the Authorized Work during
the month, and supporting documentation for the cost incurred by
City therewith.
d. Overhead items other than travel/training/conferences: Supporting
documentation for overhead items such as rent, computer
equipment, facility charges, is required and shall be provided in
accordance with the provisions of Exhibit C. However, such
information must be provided upon request by either SDG&E or
the Commission.
e. Travel!Training/Conference: Supporting documentation for all
travel-related expenditures. While original receipts need not be
submitted, a detailed expense report for all travel expenses should
be provided, which includes airfare, mileage, meals, lodging,
parking, etc, in the 'format approved by SDG&E. A detailed travel
expense report should include the following information: name of
person incurring expense, reason for expense, date(s) incurred and
type of expense (e.g. airfare, airport parking, rental car, other
parking, mileage, meals, hotel, other costs, if any).
f. Contractor Costs: Copies of all Contractor invoices. If only a
portion of the Contractor costs applies to the Program, City shall
clearly indicate the line items or percentage of the invoice amount
that should be applied to the Program, as provided in Exhibit C.
g. Marketing: A copy of each distinct marketing material produced,
with quantity of a given marketing material produced and the
method of distribution.
9.3.7. City understands that only those costs listed in the Allowable Cost Table
set forth in Exhibit C can be submitted for payment. All invoices
submitted to SDG&E must report all Program Expenditures using the
allowable cost items included on the Allowable Cost Table set forth in
. Exhibit C.
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9.3.8. SDO&E reserves the right to reject any City invoiced amount for any of
the following reasons:
a. The invoiced amount, when aggregated with previous Program
Expenditures, exceeds the amount budgeted therefor in the
Authorized Budget for such Authorized Work.
b. There is a reasonable basis for concluding that such invoiced
amount is unreasonable or is not directly identifiable to or required
for the Authorized Work, the Concept Paper or the Program.
c. Such invoiced amount, in SDG&E's sole discretion, contains
charges for any item not authorized under this Agreement or by the
Commission, or is deemed untimely, unsubstantiated or lacking
proper documentation.
9.3.9. Should SDO&E reject any Program Expenditure of City, City invoice or
Periodic City Report, SDO&E may request such additional performance
required from City, modification required to City's invoice or such other
action as may be required of City, and any continuing dispute therefrom
shall be resolved in accordance with the procedures set forth in Section 14.
9.3.10. City shall maintain for a period of not less than ten (10) years all
documentation reasonably necessary to substantiate the Program
Expenditures, including, without limitation, the documentation set forth in
Section 9.3.6(a) through (g) above. City shall promptly provide, upon the
reasonable request by SDG&E, any documentation, records or information
in connection with the Program or its Authorized Work.
9.4. Shifting Funds Across Budget Categories. SDO&E may shift Program funds
among budget categories (e.g. Adrninistrati ve and Direct Implementation) as set forth in
the Concept Paper to the maximum extent permitted under, and in accordance with,
Commission decisions and rulings therefor to which this Program relates.
9.5. Reasonableness of Expenditures. Each Party shall bear the burden of ensuring
that its Program Expenditures are objectively reasonable. The Commission has the
authority to review all Program Expenditures for reasonableness. Should the
Commission, at any time, issue a finding of unreasonableness as to any Program
Expenditure, and require a refund or return of the POC or Gas Surcharge funds paid in the
reimbursement of such Program Expenditure, the Party who incurred such Program
Expenditure and received reimbursement under this Agreement shall be solely and
severally liable for such refund or return.
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9.6. Refund of PGC or Gas Surcharge Funds. With respect to any amount subject to
refund to the Commission pursuant to any subsequent Commission decision or ruling,
should the Commission determine that a refund is due and seeks to recover such refund,
the amount due shall be returned as directed by the Commission, within 30 days of
receipt of written notice that payment is owed, as follows: (1) if the refund is attributable
to an overpayment of Program funds to a Party, then that Party shall be solely liable for
such refund; (2) if the refund is attributable to an umeasonable expenditure, then the Party
who (i) incurred such Program Expenditure and received reimbursement therefor under
this Agreement, or (ii) was otherwise entitled to receive reimbursement under this
Agreement but did not actually receive reimbursement due to receipt of an equivalent
offset, shall be solely liable for such refund; (3) for any other refund, each Party shall be
solely liable for its pro-rata share, determined by calculating the percentage of the total
overall Program Expenditures represented by each Party's reimbursements of Program
Expenditures (both actual reimbursements and those to which the Party was otherwise
entitled but did not receive due to receipt of an equivalent offset). Nothing in this
provision is intended to limit a Party's right to pursue adrninistrati ve or other remedies
available with respect to a Commission decision or ruling. A Party's approval of any
action which is the responsibility of another Party under this Agreement shall not shift the
corresponding responsibility with respect to any overpayment or umeasonable Program
. Expenditure. Notwithstanding the foregoing, any overpayment of Program funds to a
Party (the "Receiving Party") shall be immediately due and payable by the Receiving
Party, upon demand therefor, to the Party who made the overpayment, and the Party who
made the overpayment shall have the right to set the overpayment off from any other
Program funds payable to. the Receiving Party, if possible, or otherwise pursue any
available remedies for the recovery of the overpayment.
10. END DATE FOR PROGRAM AND AD:MINISTRATIVE ACTIVITIES.
Unless this Agreement is terminated pursuant to Section 24 below, and subject to the
Objectives, the Parties shall complete all Program Administrative activities (as defined by the
Concept Paper) and reporting requirements by no later than March 31, 2009, and all Direct
Implementation activities (as defined by the Concept Paper) by no later than December 31,2008,
in each case unless otherwise agreed to by the Parties or so ordered by the Commission.
11. FINAL INVOICES
All Parties must submit final invoices no later than March 31, 2009.
12. INDEMNITY
12.1. Indemnitv bv Citv. City shall indemnify, defend and hold hannless SDG&E, and
its successors, assigns, affiliates, subsidiaries, current and future parent companies,
officers, directors, agents, and employees, from and against any and all expenses, claims,
losses, damages, liabilities or actions in respect thereof (including reasonable attorneys'
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fees) to the extent arising from (a) City's negligence or willful misconduct in City's
activities under the Program or performance of its obligations hereunder, or (b) City's
breach of this Agreement or of any representation or warranty of City contained in this
Agreement.
12.2. Indemnitv bv SDG&E. SDG&E shall indemnify, defend and hold harmless City
and its successors, assigns, affiliates, subsidiaries, current and future parent companies,
officers, directors, agents, and employees, from and against any and all expenses, claims,
losses, damages, liabilities or actions in respect thereof (including reasonable attomeys'
fees) to the extent arising from (a) SDG&E's negligence or willful misconduct in
SDG&E's activities under the Program or performance of its obligations hereunder or (b)
SDG&E's breach of this Agreement or any representation or warranty of SDG&E
contained in this Agreement.
12.3. LIMITATION OF liABILITY. NO PARTY SHALL BE liABLE TO ANY
OTHER PARTY FOR ANY INDIRECT, INCIDENTAL OR CONSEQUENTIAL
DAMAGES WHATSOEVER WHETHER IN CONTRACT, TORT (.INCLUDING
NEGUGENCE) OR STRICT liABILITY INCLUDING, BUT NOT LIMITED TO,
LOSS OF USE OF OR UNDER-UTILIZATION OF LABOR OR FACILITIES, LOSS
OF REVENUE OR ANTICIPATED PROmS, COST OF REPLACEMENT POWER
OR CLAIMS FROM CUSTOMERS, RESULTING FROM A PARTY'S
PERFORMANCE OR NONPERFORMANCE OF THE OBUGATIONS HEREUNDER,
OR IN THE EVENT OF SUSPENSION OF THE AUTHORIZED WORK OR
TERMINATION OF TIDS AGREEMENT.
13. OWNERSHIP OF DEVELOPMENTS
The Parties acknowledge and agree that SDG&E, on behalf of its ratepayers, shall own all
data, reports, information, manuals, computer programs, works of authorship, designs or
improvements of equipment, tools or processes (collectively "Developments") or other written,
recorded, photographic or visual materials, or other deliverables produced in the performance of
this Agreement; provided, however, that Developments do not include equipment or
infrastructure purchased for research, development, education or demonstration related to energy
efficiency. Although City shall retain no ownership, interest or title in the Developments except
as may otherwise be provided in the Concept Paper, it will have a permanent, royalty free, non-
exclusive license to use such Developments for the City's internal use and at the City's sole but
reasonable discretion for the residents and businesses within the City's current and future
municipal boundaries.
14. DISPUTE RESOLUTION
14.1. Dispute Resolution. Except as may otherwise be set forth expressly herein, all
disputes arising under this Agreement shall be resolved as set forth inthis Section 14.
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14.2. Negotiation and Mediation. The Parties shall attempt in good faith to resolve any
dispute arising out of or relating to this Agreement promptly by negotiations between the
Parties' authorized representatives. The disputing Party shall give the other Parties
written notice of any dispute. Within twenty (20) days after delivery of such notice, the
authorized representatives shall meet at a mutually acceptable time and place, and
thereafter as often as they reasonably deem necessary to exchange information and to
attempt to resolve the dispute. If the matter has not been resolved within thirty (30) days
of the first meeting, any Party may initiate a mediation of the dispute. The mediation shall
be facilitated by a mediator that is acceptable to all Parties and shall conclude within sixty
(60) days of its commencement, unless the Parties agree to extend the mediation process
beyond such deadline. Upon agreeing on a mediator, the Parties shall enter into a written
agreement for the mediation services with each Party paying a pro rate share of the
mediator's fee, if any. The mediation shall be conducted in accordance with the
Commercial Mediation Rules of the American Arbitration Association; provided,
however, that no consequential damages shall be awarded in any such proceeding and
each Party shall bear its own legal fees and expenses.
14.3. Confidentiality. All negotiations and any mediation conducted pursuant to
Section 14.2 shall be confidential and shall be treated as compromise and settlement
negotiations, to which Section 1152 of the California Evidence Code shall apply, which
Section is incorporated in this Agreement by reference.
14.4. Iniunctive Relief. Notwithstanding the foregoing provisions, a Party may seek a
preliminary injunction or other provisional judicial remedy if in its judgment such action
is necessary to avoid irreparable damage or to preserve the status quo.
14.5. Continuing Obligation. Each Party shall continue to perform its obligations under
this Agreement pending final resolution of any dispute arising out of or relating to this
Agreement.
14.6. Failure of Mediation. If, after good faith efforts to mediate a dispute under the
terms of this Agreement as provided in Section 14.2 above, the Parties cannot agree to a
resolution of the dispute, any Party may pursue whatever legal remedies may be available
to it at law or in equity, before a court of competent jurisdiction and with venue as
provided in Section 34.
15. REPRESENTATIONS AND WARRANTIES
City represents, warrants and covenants, as of the Effective Date and thereafter during the
Term of this Agreement that:
15.1. The Authorized Work performed by City and its Contractors shall comply with
the applicable requirements of all statutes, acts, ordinances, regulations, codes, and
standards of federal, state, local and foreign governments, and all agencies thereof.
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15.2. The Authorized Work performed by City and its Contractors shall be free of any
claim of trade secret, trade mark, trade name, copyright, or patent infringement or other
violations of any proprietary rights of any person.
15.3. City shall conform to the applicable employment practices requirements of
(presidential) Executive Order 11246 of September 24, 1965, as amended, and applicable
regulations promulgated thereunder.
15.4. City shall contractually require each Contractor it hires to perform the Authorized
Work to indemnify SDG&E to the same extent City has indemnified SDG&E under the
terms and conditions of this Agreement.
15.5. City shall retain, and shall cause its Contractors to retain, all records and
documents pertaining to its Authorized Work obligations for a period of not less than five
(5) years beyond the temrination or expiration of this Agreement.
15.6. City shall contractually require all of its Contractors to provide SDG&E
reasonable access to relevant records and staff of Contractors concerning the Authorized
Work.
15.7. City will take all reasonable measures, and shall require its Contractors to take all
reasonable measures, to ensure that the Program funds in its possession are used solely
for Authorized Work, which measures shall include the highest degree of care that City
uses to control its own funds, but in no event less than a reasonable degree of care.
15.8. City will maintain, and shall require its Contractors to maintain, insurance
coverage or self insurance coverage in reasonable and customary coverage and amounts
at all times during the Term of this Agreement.
a.
16. PROOF OF INSURANCE
16.1. Evidence of Coverage. Upon request at any time during the Term of this
Agreement, City shall provide evidence that its' insurance policies (and the insurance
policies of any Contractor, as provided in Section 15.8) are in full force and effect, and
provide the coverage and limits of insurance that City has represented and warranted
herein to maintain at all times during the Term of this Agreement.
16.2. Self-Insurance. If City is self-insured, City shall upon request forward
documentation to SDG&E that demonstrates to SDG&E's satisfaction that City self-
insures as a matter of normal business practice before commencing the Authorized Work.
SDG&E will accept reasonable proof of self-insurance comparable to the above
requirements.
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17. CUSTOMER CONFIDENTIALITY REQUIREMENTS
17.1. Non-Disclosure. City, its employees, agents and Contractors shall not disclose
any Confidential Customer Information (defined below) to any third party during the
Term of this Agreement or after its completion, without City having obtained the prior
written consent of SDG&E, except as provided by law, lawful court order or subpoena
and provided City gives SDG&E advance written notice of such order or subpoena.
17.2. Confidential Customer Information. "Confidential Customer Information"
includes, but is not limited to, a SDG&E customer's name, address, telephone number,
account nUmber and all billing and usage information, as well as any SDG&E customer's
information that is marked confidential. If City is uncertain whether any information
should be considered Confidential Customer Information, City shall contact SDG&E
prior to disclosing the customer information.
17.3. Non-Disclosure Agreement. Prior to any approved disclosure of Confidential
Customer Information, SDG&E may require City to enter into a nondisclosure agreement.
17.4. Commission Proceedings. This Section 17 does not prohibit City from disclosing
non-confidential information concerning the Authorized Work to the Commission in any
Commission proceeding, or any Commission-sanctioned meeting or proceeding or other
public forum.
17.5. Return of Confidential Information. Confidential Customer Information
(including all copies, backups and abstracts thereof) provided to City by SDG&E, and any
and all documents and materials containing such Confidential Customer Information or
produced by City based on such Confidential Customer Information (including all copies,
backups and abstracts thereof), during the performance of this Agreement shall be
returned upon written request by SDG&E.
17.6. Remedies. The Parties acknowledge that Confidential Customer Information is
valuable and unique, and that damages would be an inadequate remedy for breach of this
Section 17 and the obligations of City are specifically enforceable. Accordingly, the
Parties agree that in the event of a breach or threatened breach of this Section 17 by City,
SDG&E shall be entitled to seek and obtain an injunction preventing such breach, without
the necessity of proving damages or posting any bond. Any such relief shall be in
addition to, and not in lieu of, money damages or any other available legal or equitable
remedy.
17.7. Public Records Act. Notwithstanding the foregoing, SDG&E understands that all
information provided to the City may be subject to public review pursuant to the
California Public Records Act (California Government Code Section 6250 et seq.), which
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provides that records in the custody of a public entity might be disclosed unless the
information being sought falls into one or more of the exemptions to disclosure set out in
Government Code Sections 62~4 through 6255. As a result, City may be obligated to
disclose any information provided to the City to any party that requests it to the extent
permitted under the California Public Records Act.
18. TIME IS OF THE ESSENCE
The P~es hereby acknowledge that time is of the essence in performing their obligations
under the Agreement. Failure to comply with deadlines stated in this Agreement may result in
termination of this Agreement, payments being withheld or other Program modifications as
directed by the Commission.
19. CUST011ER COMPLAINT RESOLUTION PROCESS
City shall develop and implement a process for the management and resolution of customer
complaints in an expedited manner including, but not limited to: (a) ensuring adequate levels of
professional customer service staff; (b) direct access of customer complaints to supervisory
and/or management personnel; (c) documenting each customer complaint upon receipt; and (d)
elevating any complaint that is not resolved within five (5) days of receipt by City.
20. RESTRICTIONS ON MARKETING
20.1. Use of Commission's Name. No Party may use the name of the Commission on
marketing materials for the Program without prior written approval from the Commission
staff. In order to obtain this written approval, SDG&E must send a copy of the planned
materials to the Commission requesting approval to use the Commission name and/or
logo. Notwithstanding the foregoing, the Parties shall disclose their source of funding for
the Program by stating prominently on marketing materials that the Program is "funded
by California ratepayers under the auspices of. the California Public Utilities
Commission. "
20.2. Use of SDG&E's Names. City must receive prior review and written approval
from SDG&E for the use of SDG&E's name or logo on any marketing or other Program
materials (which approval may be withheld at SDG&E's sole and absolute discretion).
City shall allow twenty (20) days for SDG&E review and approval.
20.3. Use of Citv Name. SDG&E must receive prior written approval from City for use
of City's name or logo on any marketing or other Program materials (which approval may
be withheld at City's sole and absolute discretion). SDG&E shall allow twenty (20) days
for such City review and approval.
21. RIGm TO AUDIT
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City agrees that SDG&E and/or the Commission, or their respective designated
representatives, shall have the right to review and to copy any records or supporting
documentation pertaining to City's performance of this Agreement or the Authorized Work,
during normal business hours, and to allow reasonable access in order to interview any
employees of City who might reasonably have information related to such records. Further, City
agrees to include a similar right of SDG&E and/or the Commission to audit records and
interview staff in any subcontract related to performance of City's Authorized Work or this
Agreement.
22. STOP WORK PROCEDURES
SDG&E may suspend City's Authorized Work being for good cause, such as concerns related
to funding, implementation or management of the Program, safety concerns, fraud, or excessive
Customer complaints, by notifying City in writing to suspend its Authorized Work being
performed in its service territory. City shall stop work immediately, and may resume its
Authorized Work only upon receiving written notice from SDG&E that it may resume its
Authorized Work.
23. MODIFICATIONS
Changes to this Agreement shall only be made by mutual agreement of all Parties through a
written amendment to this Agreement signed by all Parties.
24. TERM AND TERMINATION
24.1. Term. This Agreement shall be effective as of January 1, 2006. Subject to Section
36 below and Section 10 above, this Agreement shall continue in effect until March 31,
2009 ("Term") unless otherwise earlier terminated in accordance with the provisions of
Section 24.2, 24.3 or 29 below or any other provisions of this Agreement.
24.2. Termination for Breach. Any Party may terminate this Agreement in the event of
a material breach by the other Party of any of the material terms or conditions of this
Agreement, provided such breach is not.remedied within sixty (60) days notice to the
breaching Party thereof from the non-breaching Party or otherwise cured pursuant to the
dispute resolution provisions set forth in Section 14 herein.
24.3. Termination for Convenience. SDG&E and the City of Chula Vista shall eaGh
have the right to terminate this Agreement, at their sole convenience and without first
obtaining the other Party's prior consent, by providing at least thirty (30) days' prior
written notice to the other Party setting forth the effective date of such termination.
24.4. Effect of Termination.
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24.4. 1. In the event of termination of this Agreement, the Parties shall be entitled
to PGC and/or Gas Surcharge Funds for all Program Expenditures incurred
or accrued pursuant to contractual or other legal obligations for Authorized
Work up to the effective date of termination of this Agreement, provided
that any Periodic City Reports or other reports, invoices, documents or
information required under this Agreement or by the Commission are
submitted in accordance with the terms and conditions of this Agreement.
The provisions of this Section 24.4.1 shall be a Party's sole compensation
resulting from any termination of this Agreement.
24.4.2. In the event of termination of this Agreement, City and SDG&E shall stop
any Authorized Work in progress and take action as directed by the other
Party to bring the Authorized Work to an orderly conclusion, and the
Parties shall work cooperatively to facilitate the termination of operations
and any applicable contracts for Authorized Work. SDG&E shall, within
30 days, make payment to the City for any Program Expenditures incurred
by City prior to the effective date of the termination, unless otherwise
prohibited by law or CPUC action.
25. WRITTEN NOTICES
Any written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by facsimile, nationally
recognized overnight courier, or first class mail, postage prepaid, to the address specified below,
or to another address specified in writing by a Party as follows:
City:
The City of Chula Vista
Michael Meacham, Director Conservation &
Environmental Services Department
276 Fourth Avenue
Chula Vista, CA 91910
(619) 407-3545 telephone
(619) 409-5884 facsimile
mmeacham@ci.chula-vista.ca.us
SDG&E:
San Diego Gas & Electric Company
Risa Baron, Energy Programs Supervisor
8306 Century Park Ct
San Diego, CA 92123-1530
(858) 654-1103 telephone
(858) 654-1175 facsimile
rbaron@semprautilities.com
Notices shall be deemed received (a) if personally or hand-delivered, upon the date of delivery to
the address of the person to receive such notice if delivered before 5:00 p.m., or otherwise on the
Business Day following personal delivery; (b) if mailed, three (3) Business Days after the date
the notice is postmarked; (c) if by facsimile, upon electronic confirmation of transmission,
followed by telephone notification of transmission by the noticing Party; or. (d) if by overnight
courier, on the Business Day following delivery to the overnight courier within the time limits set
by that courier for next-day delivery.
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26. CONTRACTS
Each Party shall, at all times, be responsible for its Authorized Work obligations, and acts
and omissions of Contractors and persons directly or indirectly employed by such Party for
services in connection with the Authorized Work.
27. RELATIONSHIP OF THE PARTIES
The Parties shall act in an independent capacity and not as officers or employees or agents of
each other. This Agreement is not intended to and does not form any "partnership" within the
meaning of the California Uniform Partnership Act of 1994 or otherwise.
28. NON-DISCRIJ\ilINATION CLAUSE
No Party shall unlawfully discriminate, harass, or allow harassment against any employee or
applicant for employment because of sex, race, color, ancestry, religious creed, national origin,
physical disability (including mv and AIDS), mental disability, medical condition (cancer), age
(over 40), marital status, and denial of family care leave. Each Party shall ensure that the
evaluation and treatment of its employees and applicants for employment are free from such
discrimination and harassment, and shall comply with the provisions of the Fair Employment and
Housing Act (Government Code Section 12990 (a)-(f) et seq.) and the applicable regulations
promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq.). The
applicable regulations of the Fair Employment and Housing Commission implementing
Government Code Section 12990 (a)-(f), set forth in Chapter 5 of Division 4 of Title 2 of the
California Code of Regulations, are incorporated into this Agreement by reference and made a
part hereof as if set forth in fulL
Each Party represents and warrants that it shall include the substance of the
nondiscrimination and compliance provisions of this clause in all subcontracts for its Authorized
Work obligations.
29. COMMISSION AUTHORITY TO MODIFY
This Agreement shall at all times be subject to the discretion of the Commission, including,
but not limited to, review and modifications, excusing a Party's performance hereunder, or
termination as the Commission may direct from time to time in the reasonable exercise of its
jurisdiction. In addition, in the event that any ruling, decision or other action by the Commission
adversely impacts the Program, as determined at their respective sole discretion, SDG&E and the
City shall each have the right to terminate this Agreement (subject, however, to the provisions of
Sections 24.4 and 36) by providing at least ten (10) days' prior written notice to City setting forth
the effective date of such termination. SDG&E shall, within 30 days, make payment to the City
for any Program Expenditures incurred by City prior to the effective date of the termination,
unless otherwise prohibited by law or CPUC action.
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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30. NON-WAIVER
None of the provisions of this Agreement shall be considered waived by any Party unless
such waiver is specifically stated in writing.
31. ASSIGNMENT
No Party shall assign this Agreement or any part or interest thereof, without the prior written
consent of the other Party, and any assignment without such consent shall be void and of no
effect. Notwithstanding the foregoing, if SDG&E is requested or required by the Commission to
assign its rights and/or delegate its duties hereunder, in whole or in part, such assignment or
delegation shall not require City's consent, and SDG&E shall be released from all obligations
hereunder arising after the effective date of such assignment, both as principal and as surety.
32. FORCE MAJEURE
Failure of a Party to perform its obligations under this Agreement by reason of any of the
following shall not constitute an event of default or breach of this Agreement: strikes, picket
lines, boycott efforts, earthquakes, fires, floods, war (whether or not declared), revolution, riots,
insurrections, acts of God, acts of government (including, without limitation, any agency or
department of the United States of America), acts of terrorism, acts of the public enemy, scarcity
or rationing of gasoline or other fuel or vital products, inability to obtain materials or labor, or
other causes which are reasonably beyond the control of such Party.
33. SEVERABILITY
In the event that any of the terms, covenants or conditions of this Agreement, or the
. application of any such term, covenant or condition, shall be held invalid as to any person or
circumstance by any court, regulatory agency, or other regulatory body having jurisdiction, all
other terms, covenants, or conditions of this Agreement and their application shall not be affected
thereby, but shall remain in full force and effect, unless a court, regulatory agency, or other
regulatory body holds that the provisions are not separable from all other provisions of this
Agreement.
34. GOVERNING LAW; VENUE
This Agreement shall be interpreted, governed, and construed under the laws of the State of
California as if executed and to be performed wholly within the State of California. Any action
brought to enforce or interpret this Agreement shall be filed in San Diego County, California.
35. SECTION HEADINGS
Section headings appearing in this Agreement are for convenience only and shall not be
construed as interpretations of text.
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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36. SURVIVAL
Notwithstanding completion or of this Agreement, the Parties shall continue to be bound by
the provisions of this Agreement which by their nature or terms survive such completion or
teimination. Such provisions shall include, but are not limited to, Sections 8, 9, 12, 13, 14, 17,
21,34,36 and 37 of this Agreement.
37. ATTORNEYS' FEES
Except as otherwise provided herein, in the event of any legal action or other proceeding
between the Parties arising out of this Agreement or the transactions contemplated herein, each
Party in such legal action or proceeding shall bear its own costs and expenses incurred therein,
including reasonable attorneys' fees.
38. COOPERATION
Each Party agrees to cooperate with the other Parties in whatever manner is reasonably
required to facilitate the successful completion of this Agreement.
39. ENTIRE AGREEMENT
This Agreement (including the Exhibits hereto) contains the entire agreement and
understanding between the Parties and merges and supersedes all prior agreements,
representations and discussions pertaining to the Authorized Work.
40. AFPROV ALS
Unless otherwise set forth in herein, approvals required of a Party shall not be unreasonably
withheld by such Party.
41. COUNTERPARTS.
This Agreement may be executed in one or more counterparts, each of which shall be deemed
to be an original, but all of which together shall be deemed to be one and the same instrument.
(Signature page follows)
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed by
their duly authorized representatives.
CITY:
THE CITY OF CHULA VISTA
Attest:
Susan Bigelow, City Clerk:
Stephen Padilla, Mayor
SDG&E:
~
Name: Anne Shen Smith
Title: Sr. Vice President, Customer Service
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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EXHIBIT A
2006-2008 CONCEPT PAPER
2006-2008 Energy Efficiency Concept Paper
City of Chula Vista & San Diego Gas & Electric Initiative
Conservation Outreach Program CECO Program)
1
d
Proiected Prol!ram Bu ll!et
2006 2007 2008
l<>,dministration
Administrative Overheads $ 36,554 $ 36,554 $ 36,554
Administrative Other $ 255,876 $ 255,876 $ 255,876
Marketina & Outreach $ - $ - $ -
Direct Imolementation
incentives $ - $ - $ -
Activitv $ 438,645 $ 438,645 $ 438,645
Installation $ - $ - $ -
Hardware & Materiais $ - $ - $ -
Rebate Processina & Insoection $ - $ - $ -
EM&V $ - $ - $ -
Total $ 731,075 $ 731,075 $ 731,075
2
I
Is
. Projected ProP'ram mnac
2006 2007 2008
Net kWh 1 Net kW I Net Therms Net kWh 1 Net kW 1 Net Therms Net kWh 1 Net kW Net Therms
1,277,6261 1331 36,593 1,277,6261 1331 36,593 1,277,6261 133 36,593
Savings identified in this paper are estimated based on the Energy Efficient Housing Project component. The
kW, kWh and therm savings along with incentives and rebates for City of Chula Vista retrofit projects for City
facilities are included in the SDG&E Energy Savings Bid Program (see City Energy Efficient Facilities
Showcase Project below). There are no projected kW, kWh and therm direct savings for the ECO Exhibit and
the Municipal Energy BMPs Education Projects.
3. Program Cost Effectiveness
Attached
4. Program Descriptors
The Energy Efficiency and Conservation Outreach Program (ECO Program) is being offered by San Diego
Gas & Electric Company, (SDG&E) and the City of Chula Vista (Chula Vista). The ECO Program aims to
enable Chula Vista, residents, developers, and Southbay cities to implement energy efficiency and
conservation measures by overcoming existing barriers. Southbay includes Chula Vista, Coronado, Imperial
Beach, National City and unincorporated areas of the San Diego County. The ECO Program also aims to
increase public awareness about energy efficiency and conservation through non-traditional education and
outreach outlets and channels used by cities and the County.
2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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S. Program Statement
The ECG Program will enable target customers to implement energy efficiency and conservation measures by
overcoming barriers that they face. The target customers and barriers for each customer include:
. City of Chula Vista: The City does not have adeqljllte resources to assign dedicated staff to pursue and
implement energy efficiency projects on a consistent basis.
. Residents: Residents do not have a clear understanding of what programs are available to them and
which programs they qualify for. Residents aiso need face-to-face assistance to access and participate in
energy efficiency programs.
. Condominium Conversion Developers: Developers do not have the appropriate motivations to
enhance the energy efficiency level of condominium conversion projects beyond Title 24 compliance.
. Southbay Cities: Southbay Cities lack policies, procedures and plans to institutionalize energy efficiency
and conservation measures into how they do business.
6. Program Rationale
. City Energy Efficient Facilities Showcase Project: Chula Vista has over 100 City owned buildings
and infrastructure that consume electricity and natural gas. The City has about 550 electricity and
natural gas meters and uses approximately 18 million kW-hrs of electricity and approximately800,000
therms of natural gas annually. Due to addition of new City buildings and infrastructure, the City's
energy use is projected to increase by at least 5% in 2006. The City's annual energy budget is
approximately $3.4 million. The City's actual energy costs are also projected to increase due to new
City load and rising energy rates. Although the City has aggressively pursued energy efficiency
retrofits to reduce energy use, to reduce cost, to improve maintenance and to reduce its impact on the
environment, there are still many opportunities to improve how the City uses energy. An opportunity to
position City facilities to participate in SDG&E's demand response programs also exists. The ECG
Program seeks to enable the City to manage its energy use more effectively and consistently by
providing funding to the City for dedicated energy staff.
. ECO Exhibit Project: Chula Vista has co-sponsored Hard-to-Reach lighting events with SDG&E for
the past three years at various City venues. Year after year, an average of 600 households (.01 % of
Chula Vista's housing stock) participate in the one-day events to exchange their inefficient
incandescent light bulbs for more efficient compact fluorescent lights. Approximately 15% of the
participating households also sign up for SDG&E programs available to low income and senior
citizens. The City believes that the success of the events can be attributed to effective execution of a
marketing plan developed by SDG&E and City staff, face-to-face assistance from SDG&E and City
staff and customer convenience. The mobile ECG Exhibits aims to provide face-to-face assistance and
convenience on a more predictable basis by placing the staffed ECG Exhibits in high traffic community
locations. The City's believes that it can reach more than the .01 % of the households in the City by
providing a predictable location where residents can go to for assistance on energy issues.
. Energy Efficient Housing Project: There are currently about 800 apartment units at various stages of
the condominium conversion process by the City's Planning and Building Department. The Chula
Vista Planning and Building department estimates that at least 500 units per year will undergo
conversions from apartments to condominiums from 2006 to 2008 in. There is an untapped potential
for energy efficiency since condominium conversion developers are not often required to meet the most
current Title 24 requirements. Under this project, condominium conversion projects with three or more
units will be eligible for expedited plan review and permitting if they commit to incorporating energy
efficiency measures to exceed Title 24 requirements by at least 10% or if they incorporate measures to
reduce the average energy use for each unit by 515 kW-hr and 15 therms per month. Note: SDG&E,
along with the City of Chula Vista, City of San Diego, and the County of San Diego will continue to
review various options for implementing Title 24 guidelines. Where necessary, standard thresholds may
be applied Although it is preferred that program participants not receive utility incentives payments, in
. exchange for expedited approval of their requested building permits or land use, ability to participate in
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2006.2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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both the expedite and incentive programs may be considered. Both strategies will be reviewed during
the initial phases of the program.
. Municipal Energy BMPs Education Project: Staff from Southbay cities have continually expressed
their desire to participate in energy efficiency programs available from SDREO and SDG&E.
Unfortunately, due to competing priorities, staff from Southbay cities have not dedicated time or
resources to pursuing potential energy retrofit projects. Staff believes that the major barrier to
participating in energy efficiency programs is their City's lack of policies related to energy
management. The goal of the Municipal Energy BMPs Education project workshop series is to assist
cities develop energy action plans for Council adoption to manage energy more effectively. The City
of Chula Vista's C02 Reduction Plan will be used as a model for the workshops. By the end of the
fourth workshop, participating cities will have an Energy Action Plan to reduce their energy use.
7. Program Outcomes
The program is a savings, education and outreach program, which will deliver net energy savings, peak
demand savings and sustained efficiency at City facilities, for residents, multi-family housing units and at
other Cities.
The desired outcomes of the ECO Partnership are to:
o Enable the City to pursue energy efficiency projects and implement demand
response at City owned facilities,
o Enable residents to take action by educating residents about energy efficient
technology and energy conservation best management practices,
o Enable and motivate developers to invest in energy efficiency upgrades for
multi-dwelling units by expediting the City's plan review and permitting
process,
o Enable Southbay cities to institutionalize energy efficiency and conservation
into their practices by providing a step-by-step approach to developing and
implementing locally adopted policies.
8. Program Strategy "
The City will assign an Energy Administrator to oversee general management of the ECO Program. The
Energy Administrator will be responsible for coordinating with SDG&E, SDREO and other third party
provider staff to ensure ECO Program projects work plans are developed and implemented to meet
established goals and objectives. The Energy Administrator will also coordinate efforts with internal and
external partners to develop effective outreach and marketing material to ensure program clarity. The
program strategies that will be used are:
. Residential New Construction
. Residential Target Marketing
8.1.1 Program Strategy Description
Residential New Construction:
The program strategy for this part of the program is to expedite plan review and permitting to incent builders
to include more energy efficient measures into condos converted from apartments. The City will reach
condominium conversions developers by modifying plan review and permit applications to inform developers
about the expedite process.
Residential Target Marketing
There are several parts to this strategy. The first is to provide face-to-face energy efficiency and conservation
outreach to low income, elderly and other hard-to-reach customers. This will be done thorough mobile energy
efficiency and conservation outreach exhibits (ECa Exhibits) staffed by trained personneL The mobile ECO
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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Exhibits will be located at City facilities and at regional centers such as shopping centers and malls throughout
the Southbay. The second is to share lessons learned and best management practices (EMPs) with South bay
cities through a series of four workshops. The last element is to provide the City with funding to hire
dedicated energy staff. Energy staff funded by the partnership will develop retrofit projects for both new and
existing City buildings and facilities, working with SDG&E's Saving's by Design and Sustainable
Communities Program to design and build City facilities that are at least 20% more energy efficient than state
standards.
8.1.2 Program Indicators
Encourage condominium conversion developers to upgrade the energy efficiency of converted units by
committing to complying with applicable Title 24 requirements and by further incorporate measures that go
beyond Title 24 requirements by at least 10% or by reducing energy use for each unit
Increase public awareness by assisting an average of 160 people per day (average of 40 people per day at each
ECG Exhibit) access and participate in energy efficiency and conservation programs.
Sponsor and coordinate at least four energy efficiency and conservation workshops for cities every year. The
goal of the workshop series is to initially assist South Bay cities develop energy action plans to manage
energy.
Major program objectives for the ECG Program projects are as follows:
City Energy Efficient Facilities Showcase Project: Reduce the City's energy use by 5% per year for a
cumulative reduction of 15% by 2008 relative to 2005 energy use.
ECO Exhibit Project: Increase public awareness by assisting an average of 160 people per day (average of
40 people per day at each ECG Exhibit) access and participate in energy efficiency and conservation
programs.
Energy Efficient Housing Project: Encourage condominium conversion developers to upgrade the energy
efficiency of converted units by committing to complying with applicable Title 24 requirements and by further
incorporate measures that go beyond Title 24 requirements by at least 10% or by reducing energy use for each
unit by an .average of 515 kW-hr and IS therms per month. Participating developers will receive expedited
plan review and permitting. At least 500 condominiums per year will be targeted for upgrades for a total of
1,500 energy efficient condominiums by 2008.
Municipal Energy BMPs Education Project: Sponsor and coordinate at least four energy efficiency and
conservation workshops for cities every year. The goal of the workshop series is to initially assist South Bay
cities develop energy action plans to manage energy. By the fourth workshop, participating cities will have an
Energy Action Plan to reduce their energy use. Workshops will be targeted to east county cities in year 2 and
north county cities in year 3.
9. Program Objectives
Major program objectives for the ECG Program projects are as follows:
City Energy Efficient Facilities Showcase Project: Reduce the City's energy use by 5% per year for a
cumulative reduction of 15% by 2008 relative to 2005 energy use.
ECO Exhibit Project: Increase public awareness by assisting an average of 160 people 'per day (average of
40 people per day at each ECG Exhibit) access and participate in energy efficiency and conservation
programs.
Energy Efficient Housing Project: Encourage condominium conversion developers to upgrade the energy
efficiency of converted units by committing to complying with applicable Title 24 requirements and by further
28
.2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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incorporate measures that go beyond Title 24 requirements by at least 10% or by reducing energy llse for each
unit by an average of 515 kW-br and 15 therms per month. Participating developers will receive expedited
plan review and permitting. At least 500 cond8miniums per year will be targeted for upgrades for a total of
1,500 energy efficient condominiums by 2008.
Municipal Energy BMPs Education Project: Sponsor and coordinate at least four energy efficiency and
conservation workshops for cities every year. The goal of the workshop series is to initially assist South Bay
cities develop energy action plans to manage energy. By the fourth workshop, participating cities will have an
Energy Action Plan to reduce their energy use. Workshops will be targeted to east county cities in year 2 and
north county cities in year 3.
10. Program Implementation
The ECO Program consists of four projects to overcome barriers to implementing and participating in energy
efficiency and conservation programs. Each project aims to achieve energy efficiency and conservation
through a combination of energy efficiency retrofit projects at City facilities, public education and outreach at
high traffic community destinations, expedited plan review and permitting services for condominium
conversion projects and best management practices workshops for County cities. The projects and
implementation plans are described below:
a) City Energy Efficient Facilities Showcase Project
The goal of this element is to facilitate installation of energy efficiency measures
and development of efficiency and conservation outreach best management
practices (Bl'vlPs) for City facilities and employees by providing the City with
funding to hire dedicated energy staff. Energy staff funded by the partnership will
develop retrofit projects for City buildings and facilities. For existing facilities,
energy staff will work with the San Diego Regional Energy Office's (SDREO) to
participate in SDG&E's Energy Savings Bid Program. SDREO will assist the City
to assess opportunities through audits and identify incentives, development of an
implementation plan, access project incentives, develop a funding mechanism and
coordinate project execution to achieve energy savings. For new facilities, energy
staff will work with SDG&E's Saving's by Design and Sustainable Communities
Program to design and build City facilities that are at least 20% more energy
efficient than state standards. Energy staff will also work to develop, implement
and train City personnel about energy Bl'vlPs to improve energy conservation
practices by employees. The City's goal is to reduce baseline energy use at City
facilities by at least 5% per year. over the three-year period. The City's energy
goals are captured in SDG&E's Energy Savings Bid Program.
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b) ECO Exhibit Project
The goal oftbis element is to provide face-to-face energy efficiency and
conservation outreach to low income, elderly and other hard-to-reach
customers. This project will reach the target audience through mobile energy
efficiency and conservation outreach exhibits (ECO Exhibits) staffed by
trained personnel. The mobile ECO Exhibits will be located at City facilities
and at regional centers such as shopping centers and malls throughout the
Southbay and potentially countywide. Specifically, the mobile ECO Exhibits
locations will include but are not limited to a local City hall, at libraries,
recreational centers, police stations, local shopping centers and regional
shopping malls. The ECO Exhibits will be used to engage the target audience
to learn about energy efficiency and energy conservation. Trained personnel
will demonstrate energy efficient technology available in the marketplace to
residents, educate residents about low or no-cost energy conservation
practices, assist residents access programs offered by energy conservation
. program providers such as SDG&E and SDREO, allow residents to conduct
home energy audits via the internet and direct residents to EnergyStar
product retailers. The ECO Exhibits will also coordinate with SDG&E's
Hard-to-Reach Lighting Turn-in Program to market and provide a venue for
hard to reach customers to exchange inefficient lights for more efficient lights.
Lastly, the ECO Exhibits will serve as an outlet to recruit participants for
SDREO's Shade Tree Program.
c) Energy Efficient Housing Project:
The goal of this element is to improve the energy efficiency of existing multi-family
housing units that are proposed for conversion from apartments to condominiums by
providing expedited plan review and permitting services. The City will reach
condominium conversions developers by modifying. plan review and permit
applications to inform developers about the expedite process.
d) Municipal Energy BMPs Education Project
The goal oftbis element is to share lessons learned and BMPs with Southbay cities
through a series offour workshops. In November 2000, the City adopted a C02
Reduction Plan to reduce the City's greenhouse gas emissions. The C02 Plan's goals
are to reduce the City's reliance on fossil fuel and to improve the energy efficiency of
City buildings and facilities. Since 1990, the City has retrofitted and constructed
buildings and facilities that are more energy efficient than the State's conservation
standards (Title 24). The City will use existing forums and outlets to reach Southbay
cities. The City will use the C02 Plan as a model to encourage and assist other cities
develop their own strategic plan to achieve energy efficiency at their facilities and to
incorporate low or no cost energy conservation BMPs into how they do business. The
project's goal is to enable Southbay cities to develop and adopt strategic policies to
improve their energy efficiency and reduce their environmental impact.
11. Customer Description
City facilities and staff. residents, condominium conversion developers, Southbay cities in San Diego County
are eligible to participate in ECO Partnership programs.
12. Customer Interface
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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. City Energy Efficient Facilities Showcase Project, The Energy Administrator will
coordinate internally with city staff to develop and implement retrofit projects for City
facilities. As described in the SDG&E's Energy Savings Bid Program, public agencies
including the City of Chula Vista will receive the following energy efficiency project
related services from the San Diego Regional Energy Office (SDREO) at no cost:
o Energy audits
o Technical assistance, and
o Incentive documentation/processing
. ECO Exhibit Project: The Energy Administrator will coordinate with SDREO,
SDG&E, cities and the County to develop and place the mobile ECO Exhibits in high
traffic locations. The ECO Exhibits staff will serve to engage customers to participate in
energy efficiency and conservation programs. ECO Exhibits customers will have an
opportunity to learn about energy efficient technology, receive information about low-or-
no cost energy conservation best management practices and receive direct assistance to
access offerings from other program providers.
. Energy Efficient Housing Project, The Energy Administrator will coordinate with
SDG&E and the City's Planning and Building staff to streamline the City's plan review
and permitting process application for condominium conversions projects. The Energy
Administrator will also act as a liaison between the City's Planning and Building staff
and developers to resolve any potential issues.
. Municipal Energy BMPs Education Project: The Energy Administrator will work
with SDREO and SDG&E to develop a series oHour workshops per year to assists cities
develop individual strategic plans to manage their energy use and budget more
effectively. The Energy Administrator will base the workshops on the City of Chula
Vista's C02 Reduction Plan. The C02 Plan guides the City's effort to reduce reliance on
fossil fuel, improve energy efficiency for buildings and vehicles and to reduce the City's
overall impact on the environment. The workshops will be marketed to cities through
existing working group technical committees such as San Diego County's Pollution
Prevention Committee and SANDAG's Energy Working Group.
13. Energy Measures and Program Activities
13.1. Prescriptive Measures
See SDG&E February 1, 2006 Filing Workbook.
13.2. kWh Level Data-
See SDG&E February 1, 2006 Filing Workbook.- Savings are included in the Energy Savings Bid
Program
13.3. Non-Energy Activities-
Audits. Education and Technical Assistance may be utilized
14. Subcontractor Activities
None
IS. Quality Assurance and Evaluation Activities
Quality assurance for city facilities projects will consist of on-site inspections by SDREO through
SDG&E's Energy Savings Bid Program. Quality assurance for condominium conversion projects
will consist of on-site inspections by SDG&E' s utility inspection department.
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2006-2008 CITY OF CHULA VISTA ENERGY EFFlCmNCY AND CONSERVATION
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An evaluation plan will be developed in accordance with the soon to be developed EM& V
Protocols. The CPUC Energy Division will be holding meetings, workshops and possibly
hearings throughout the summer to develop these Protocols. SDG&E looks forward to
participating and commenting on those activities and plans to file EM& V plans for all programs on
October 1,2005 in conjunction with the ED, CEC, and the other 10Us
16. Marketing Activities
The City will work with, SDREO, SDG&E, City of San Diego and the County of San Diego to
develop and distribute marketing material to promote the ECO Partnership Programs to target
customers through new and existing distribution channels. These channels will include but are
limited to the four mobile ECO Exhibits, governing board meetings, public access cable stations,
partner websites, partner publications (Chula Vista Spotlight), employee newsletters and ldcal
community newspapers.,
17. CPUC Objective
The Energy ECO Partnership between SDG&E and the City of Chula Vista is a community wide
effort that will enable the City, residents, developers and Southbay cities to implement sustainable
energy efficiency and conservation measures. The program supports the CPUC objectives of
ntinintizing lost opportunities and increasing the pursuit and implementation of cost-effective
energy efficiency.
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2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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EXHIBIT B
EM&VPLAN
[TO BE ATTACHED WHEN ISSUED BY THE COMMISSION]
2006-2008 CITY OF CHULA VISTA ENERGY EFFICIENCY AND CONSERVATION
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EXHIBIT C
REPORTING REQUIREMENTS
1. Reporting
1.1 City shall provide SDG&E with the requisite information, in accordance with Section 9.4 of the
Agreement, on the prior month's activities, accomplishments and expenditures related to its respective
Authorized Work obligations, for purposes of preparing the Monthly, Quarterly and Annual Reports.
1.2 SDG&E shall provide City in accordance with the provisions of Section 25 of the Agreement, or
otherwise make available to City on SDG&E's website, a copy of the filed Monthly Report within five
(5) Business Days after filing.
2, Monthly Report
2.1 Program Data - A spreadsheet table or tables listing which includes the following information:
Program Costs (cost reported cumulative-fa-date (also referre~ to as inception-fa-date))
a. Program identification number as provided by the Program Administrator
b. Program name
c. Total cumulative program authorized budget as adopted by the Commission
d. Total cumulative program operating budget which includes any mid-course budget modifications
(e.g., fund shifts)
e. Total cumulative program expenditures
f. Total program expenditures for the report month
g. Total cumulative commitments (limited to incentive commitments)
Program Impacts (cost reported cumulative-ta-date (also referred to as inception-fa-date))
a. Total cumulative net kW, kWh, and Therm savings projections
b. Total cumulative achieved net kW, kWh and Therm savings
c. Total achieved net kW, kWh and Therm savings for the report month
d. Total committed (limited to incentive commitments) net kW, kWh and Therm savings
2,2 Program ChangeslNew Program Information
Ifapplicable, thefollowing information should be reported in the Monthly report:
a. Identification of program with operating budgets reduced during the report month
b. Identification of program with operating budgets increased during the report month
c. Identification of program terminated during the report month
3. Quarterly Report
3.1 Portfolio Benefit/Cost Metrics (Cumulative to Date)
a. Total cost to billpayers (TRC, administrative cost and incremental cost per the Standard Practice
Manual)
b. Total savings to billpayers (TRC)
c. Net benefits to billpayers (TRC)
d. TRC Ratio
e. PACRatio
f. Cost per kWh saved (centsIkWh) (PAC)
g. Cost per therm savings ($/therm) (PAC)
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3.2 Measure List -A spreadsheet table for each program or program elementl containing each measure
installed, service rendered, or measure/service committed during the report month for which the
Program Implementer intends to claim savings. The Program Implementer should include any new
measures as part of the quarterly report. The list should display each measure as it is tracked and
recorded by the implementer and should include the following parameters at a minimum:
a. Name of Measure or Service Rendered
b. Measure or Service Description
c. DEER Measure ill (where applicable)
d. DEER Run ill (where applicable)
e. Unit Definition
f. Unit gross kWh savings
g. Unit gross Therms savings
h. Unit gross kW demand reduction
i. Incremental Measure Cost
j. Net to Gross Ratio
k. Effective Useful Life
1. Detailed end use classification (using classification scheme in section 6)
m. Quantity Installed during report period
n. Quantity Committed during report period
o. Rebate amount paid
p. Market Sector classification (using classification scheme in section 6)
q. Market Segment classification (using classification scheme in section 6)
3.3 Expenditures for the program per cost reporting format below (Appendix to Attachment contains list
of allowable costs) :
a. Commission Authorized Budget
b. Operating Budget
c. Total Expenditures
. i. . Administrative Cost
ii. Marketing/Advertising/Outreach Costs
Ill. Direct Implementation
3.4 GBI Report - Progress towards achieving goals of the Green Building Initiative, if applicable
(Cumulative results)
a. Estimate of expenditures on program activities that contribute towards GBI goals (including both
public and non-public commercial participants)
b. Net cumulative achieved kW, kWh and Therm savings contributing towards GBI goals.
c. Net achieved kW, kWh and Therm savings contributing towards GBI goals for the quarter.
d. A description of non-resource program activities that support the Green Building Initiative,
including marketing and outreach activities.
e. Estimate of square footage affected by program activities supporting the Green Building Initiative
f. Items b, c and e above disaggregated by:
i. 2-digit NArCS code
ii. Aggregated end use classification (using classification scheme in section 5)
3.5 Program Narratives - For the program, a description of the program activities occurring during the
quarter.
a. Administrative activities
b. Marketing activities
1 Identification of distinct programs and program elements may be determined by CPUC staff at a
later time.
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c. Direct Implementation activities
d. City's assessment of program performance and program status (is the program on target, exceeding
expectations, or falling short of expectations, etc.)
e. For non-resource programs and program elements (programs or program elements that are not
claiming direct energy impacts), a discussion of the status of program achievements.
f. Discussion of changes in program emphasis (new program. elements, less or more emphasis on a
particular delivery strategy, program elements discontinued, measure discontinued, etc.)
g. Discussion of near term plans for program over the coming months (e.g., marketing and outreach
efforts that are expected to significantly increase program participation. etc.)
h. Changes to staffmg and staff responsibilities, if any
i. Changes to contacts, if any
j. Changes to subcontractors and subcontractor responsibilities, if any
k. Number of customer complaints received
1. Program Theory and Logic Model if not already provided in the program's implementation plan,
or if revisions have been made.
3.6 Utility Quarterly Reports - SDG&E shall provide City a copy of the filed Quarterly Report within
two (2) Business Days after filing with the Commission in accordance with the provisions of the
Agreement.
4. Annual Reports
The format and content of the armual report is expected to be developed by the CPUC in fall 2006. The Program
Implementer will be required to fulfill these reporting obligations for their program.
5. Reporting Terminology Def"mitions
Adopted Program Budget - The program budget as it is adopted by the Commission. Inclusive of costs (+/-)
recovered from other sources.
Operating Program Budget - The program budget as it is defined by the program administrators for internal
program budgeting and management purposes. Inclusive of costs (+1-) recovered from other sources.
Direct Implementation Expenditures - Costs associated with activities that are a direct interface with the customer
or program participant or recipient (e.g., contractor receiving training). (Note: This is still an open issue, the items
included in this definition may be changed by the CPUC pending discussion on the application of the State's
Standard Practice Manual.)
Report Month - The month for which a particular monthly report is providing data and information. For example.
the report month for a report covering the month of July 2006, but prepared and delivered later than July 2006,
would be July 2006.
Program Strategy - The method deployed by a program in order to obtain program participation.
Program Element - A subsection of a program, or body of program activities within which a single program
strategy is employed. (Example: A body of program activities employing both an upstream rebate approach and a
direct install approach is not a single program element.)
6. Measure Classification
Measure End-Use Classification
Each energy efficiency measure reported should be classified into one of the following end-use categories
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Residential End Uses
Detailed End Use
Clothes Dryer
Clothes Washer
Consumer Electronics
Cooking
Dishwasher
Other Appliance
Building Shell
Space Cooling
Space Heating
Interior Lighing
Exterior Lighting
Pool Pump
Freezers
Refrigeration
Water Heating
Other (User Entered Text String Description)
Nonresidential End Uses
Detailed End Use
Building Shell
Space Cooling
Space Heating
Ventilation
Daylighting
Interior Lighting
Exterior Lighting
Office Equipment
Compressed Air
Cooking
Food Processing
Motors
Process Cooling
Process Heat
Process Steam
Pumps
Refrigeration
Other (User Entered Text String Description)
Aggregated End Use
Appliances
Appliances
Consumer Electronics
Cooking Appliances
Appliances
Appliances
HVAC
HVAC
HVAC
Lighting
Lighting
Pool Pump
Refrigeration
Refrigeration
Water Heating
Other
Aggregated End Use
HVAC
HVAC
HVAC
HVAC
Lighting
Lighting
Lighting
Office
Process
Process
Process
Process
Process
Process
Process
Process
Refrigeration
Other
Measure Market SectorlMarket Segment Classification
Where reports require market sector or market segment classification, the following classification scheme should be
llsed.
Market Sector
Residential
Single Family
Multi Family
Mobile Homes
Market Segment
NA
NA
NA
NA
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Nonresidential
Commercial
Industrial
Agricultural
Unknown
NAICS CODE (greater than 2 digit not required)
NAICS CODE (greater than 2 digit not required)
NAICS CODE (greater than 2 digit not required)
NAICS CODE (greater than 2 digit not required)
NA
7. 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 does not have a cost as listed on the cost reporting sheet, then no
cost is to be reported for that item. These Allowable Cost elements are to be used whenever costs are invoiced or
reported to the program administrator. If there is a desire to include additional Allowable Cost elements, the program
administrator should be contacted in order for the administrator to seek approval from the CPUc.
3/30/2006
Cost Catec:iories Allowable Costs
Administrative Cost Category "
Managerial and Clerical Labor
IOU Labor - Clerical
IOU Labor - Program Desiqn
IOU Labor - Proqram Development
IOU Labor - Program Planninq
IOU Labor - Proaram/Project Manaaement
IOU Labor - Staff Manaaement "
IOU Labor - Staff Supervision
Subcontractor Labor - Clerical
Subcontractor Labor - Program Desian
Subcontractor Labor - Proqram Development
Subcontractor Labor - Program Planning
Subcontractor Labor - Program/Project Management
Subcontractor Labor - Staff Manaoement
Subcontractor Labor - Staff Supervision
Human Resource Support and DeveloDment
IOU Labor - Human Resources
IOU Labor - Staff Development and Trainino
IOU Benefits - Administrative Labor
IOU Benefits - Direct Implementation Labor
IOU Benefits - Marketina/Advertisina/Outreach Labor
IOU Payroll Tax - Administrative Labor
IOU Payroll Tax - Administrative Labor
IOU Payroll Tax - Administrative Labor
IOU Pension - Administrative Labor
IOU Pension - Direct Implementation Labor
IOU Pension - Marketinq/Advertisina/Outreach Labor
Subcontractor Labor- Human Resources
Subcontractor Labor - Staff Develooment and Trainina
Subcontractor Benefits - Administrative Labor
Subcontractor Benefits - Direct Implementation Labor
Subcontractor Benefits - Marketino/Advertisino/Outreach Labor
Subcontractor Pavroll Tax - Administrative Labor
Subcontractor 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 does not have a cost as listed on the cost reporting sheet, then no
cost is to be reported for that item. These Allowable Cost elements are to be used whenever costs are invoiced or
reported to the program administrator. If there is a desire to include additional Allowable Cost elements, the program
administrator should be contacted in order for the administrator to seek annfOval from the CPUC.
3/3012006
Cost Categories Allowable Costs
Subcontractor Pavroll Tax - Marketina/AdvertisiM70utreach Labor
Subcontractor Pension - Administrative Labor
Subcontractor Pension - Direct Imoiementation Labar
Subcontractor Pension - MarketinalAdvertisinn/Outreach Labor
Travel and Conference Fees
IOU Conference Fees
IOU Labor - Conference Attendance
iOU Travel - Airfare
IOU Travel - Lodaina
IOU Travel - Meals
IOU Travel - Mileaae
IOU Travel. Parkinq
IOU Travei - Per Diem for Misc. Expenses
Subcontractor - Conference Fees
Subcontractor Labor - Conference Attendance
Subcontractor - Travel - Airfare
Subcontractor - Travel - Lodgina
Subcontractor - Travel - Meals
Subcontractor - Travel - Mileage
Subcontractor - Travel - Parking
Subcontractor - Travel - Per Diem for Misc. Exoenses
Overhead (General and Administrative) - Labor and Materials
IOU Eauioment Communications
IOU Equipment Computing
IOU Eauioment Document Reproduction
IOU Equipment General Office
IOU EauiPment Transportation
IOU Food Service
IOU Office Supplies
IOU Postaqe
IOU Labor - Accountina Support
IOU Labor - Accounts Payable
IOU Labor - Accounts Receivable
IOU Labor - Administrative
IOU Labor - Facilities Maintenance
IOU Labor - Materials Management
IOU Labor - Procurement
IOU Labor - Shop Services
IOU Labor - Transportation Services
IOU Labor - Automated Svstems
IOU Labor - Communications
IOU Labor - Information Technoloa\l
IOU Labor - Telecommunications
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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 does not have a cost as listed on the cost reporting sheet. then no
cost is to be reported for that item. These Allowable Cost elements are to be used whenever costs are invoiced or
reported to the program administrator. If there is a desire to include additional Allowable Cost elements, the program
administrator should be contacted in order for the administrator to seek approval from the CPUc.
3/3012006
Cost CateQories Allowable Costs
Subcontractor Equipment Communications
Subcontractor Equipment Computing
Subcontractor Equipment Document Reproduction
Subcontractor Eouipment General Office
Subcontractor Equipment Transportation
Subcontractor Food Service
Subcontractor Office Supplies
Subcontractor Postaoe
Subcontractor Labor - Accounting Support .
Subcontractor Labor - Accounts Payable
Subcontractor Labor - Accounts Receivable
Subcontractor Labor - Facilities Maintenance
Subcontractor Labor - Materials Manaoement
Subcontractor Labor - Procurement
Subcontractor Labor - Shop Services
Subcontractor Labor - Administrative
Subcontractor Labor - Transportation Services
Subcontractor Labor - Automated Systems
Subcontractor Labor - Communications
SubContractor Labor - Information Technology
Subcontractor Labor - Telecommunications
Marketin<l/Advertising/Outreach Cost Cate<lorv
IOU - Advertisements/ Media Promotions
IOU - Bill Inserts
IOU - Brochures
IOU - Door Hanoers
IOU - Print Advertisements
IOU - Radio Spots
IOU - Television Spots
IOU - Website Development
IOU Labor - Marketino
IOU Labor - Media Production
IOU Labor - Business Outreach
IOU Labor - Customer Outreach
IOU Labor - Customer Relations
Subcontractor - Bill Inserts
Subcontractor - Brochures
Subcontractor - Door Hanoers
Subcontractor - Print Advertisements
Subcontractor - Radio Spots
Subcontractor - Television Spots
Subcontractor - Website Development
Subcontractor Labor - Marketino
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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 does not have a cost as listed on the cost reporting sheet, then no
cost is to be reported for that item. These Allowable Cost elements are to be used whenever costs are invoiced or
reported to the program adminisl;rator. If there is a desire to include additional Allowable Cost elements, the program
administrator should be contacted in order for the administrator to seek approval from the CPUc.
3/30/2006
Cost Categories Allowable Costs
Subcontractor Labor - Media Production
Subcontractor Labor - Business Outreach
Subcontractor Labor - Customer Outreach
Subcontractor Labor - Customer Relations
Direct Implementation Cost Cateaorv
Financial Incentives to Customers
Activitv . Direct Labor
IOU Labor - Curriculum Development
IOU Labor - Customer Education and Trainino
IOU Labor - Customer Equipment Testino and Diaanostics
iOU Labor - Facilities Audits
Subcontractor Labor - Facilities Audits
Subcontractor Labor - Curriculum Deveiopment
Subcontractor Labor - Customer Education and Trainino
Subcontractor Labor - Customer Equipment Testino and Diaqnostics
Installation and Service. Labor
IOU Labor - Customer Equipment Reoair and Servicino
IOU Labor - Measure Installation
Subcontractor Labor - Customer Eauiament Repair and Servicino
Subcontractor Labor - Customer EquTOment Repair and Servlclna
Direct ImDlementation Hardware and Materials .
IOU Audit Applications and Forms
IOU Direct Implementation Literature
IOU Education Materials
IOU Eneroy Measurement Toois
IOU Installation Hardware
Subcontractor - Direct Implementation Literature
Subcontractor - Education Materials
Subcontractor - Enerqy Measurement Tools
Subcontractor - Installation Hardware
Subcontractor -Audit Applications and Forms
Rebate Processina and Inspection' Labor and Materials
IOU Labor - Field Verification
IOU Labor - Site Inspections
IOU Labor - Rebate Processinq
IOU Rebate Applications
Subcontractor Labor - Field Verification
Subcontractor Labor - Rebate processino
Subcontractor - Rebate Applications
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EXIllBIT D
MITLESTONESCHEDULE
City shall achieve, during each Program year, the following targets by December 31 of such
Program year:
Municipal Energy BMP Education Project
. Recruit & Hire internsfTemporary Expert Professionals
. Identify Interested Local Government Peer Sectors
. Contact & Survey Local Governments
· Develop Potential Workshop-Outreach Activity Schedule-Peer Input
· Conduct Targeted Workshop-Activities - that Foster Local Energy Plans
. Conduct Remaining Workshops-Activities
. Evaluate
. Identify Targets for Future Productive Outreach Activities
· Monitor Status, Record Quarterly Report and Evaluation Data
ECO Exhibit Project
. Recruit & Hire InternsfTemporary Expert Professionals
· Create Exhibit Plan & Seek Approval from all Parties
. Order Exhibit Displays and Graphics
. Establish Distribution Strategy & Schedule
. Distribute Exhibits and Implement Schedules-
. Ongoing Support & Maintenance of Exhibits
· Implement Resident Outreach Projects to Supplement Exhibits
· Monitor Status, Record Quarterly Report and Evaluation Data
Energy Efficient Housing Small Business and Mixed Use Project
. Recruit & Hire intemsfTemporary Expert Professional
. Establish Program Incenti ves
. Apply Incentives to Existing City Programs
· Coordinate, Communicate with Development Staff for Future Eligible Project
· Implement Projects Adequate to Meet Kilowatt & Therm Reduction Objectives,
· Monitor Status, Record Quarterly Report and Evaluation Data
City Energy Efficient Facilities Showcase Project
. Recruit & Hire Staff
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· Identify and Prioritize FacilitiesfTechnologies/Services and Policies with Greatest
Potential to Meet or Exceed Targeted Energy Reduction Goals
· Develop Contract/Service Agreements
. Implement Project Priorities
· Monitor Status, Record Quarterly Report and Evaluation Data
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