DEPARTMENT
Power Enterprise
AGENDA NO.
9 MEETING DATE
March 25, 2025
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Calendar: Regular Calendar
Contract/Project Manager: Cheryl Taylor
Approve Amendment No. 5 to Contract No. CS -247(R), Customer and Administrative Services for Community Choice Aggregation Program, and Authorize the General Manager to Seek Board of Supervisors Approval for a Future Amendment
Summary of Proposed
Commission Action:
Approve Amendment No. 5 to Contract No. CS -247(R), Customer and Administrative Services for Community Choice Aggregation Program , with Calpine Energy Solutions LLC, increasing the contract amount by $500,000 and extending the contract duration by three months, to continue managing meter data, billing, and providing customer care support for the CleanPowerSF program, for a total not-to-exceed amount of $35,245,425 and total duration of nine years and nine months , and authorize the General Manager to seek Board of Supervisors approval for a future amendment, if needed to ensure continuity of operations while a new multi -year service contract is established, to increase the contract amount by an additional $2,700,000 and extend the contract duration by an additional six months, for a total not-to-exceed amount of $37,895,426 and a total agreement duration of ten years and one month.
Background: On August 11, 2015, per Resolution No. 15-0175, this Commission awarded Contract No. CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program, to Noble Americas Energy Solutions, LLC.
On January 24, 2017, by Resolution No. 17-0013, this Commission approved the assignment and assumption of Contract No. CS-247(R) from Noble Americas Energy Solutions, LLC to Calpine Energy Solutions, LLC (Calpine).
Calpine provides critical back-office services supporting CleanPowerSF, including meter data management, billing, and customer care.
Staff are in the process of issuing a final contract award for a new three-year replacement contract. This Amendment for a three-month contract extension is meant to ensure continuity of service between the current contract and the successor contract. The Amendment will ensure continuity of essential customer meter data and billing services for CleanPowerSF’s approximately 385,000 customers.[Full Contractor/Consultant Name]
Agenda Title: CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program Commission Meeting Date: March 25, 2025
Scope of Contract: The work under this contract consists of:
• Managing Customer Enrollment: this task consists of providing all services necessary to administer the enrollment, including default enrollment of new customer accounts, and the departure of customers from CleanPowerSF, including procedures for exchanging and processing of Community Choice Aggregation Service Requests with Pacific Gas and Electric Company (PG&E).
• Data and Billing Administration: this task consists of providing all services necessary to manage customer data, including issuing monthly bills through PG&E’s billing process and tracking customer payments via Electronic Data Interchange (EDI)
protocols with
PG&E.
• Delivering contractor transitional services: this task consists of supporting CleanPowerSF’s transition of contractual services for data management and billing and includes developing a transition plan by the effective date of the transition, meeting with CleanPowerSF and a new service provider(s), if applicable, to ensure a smooth and timely transition, delivering historical PG&E and EDI files, delivering historical California Independent System Operator ( CAISO) settlement quality meter data ( SQMD) submissions, and delivering historical usage and invoices.
Amendments to the
Contract:
Amendment No. 1: On May 22, 2018, by Resolution No. 18-0090, this Commission approved Amendment No. 1, increasing the contract not-to- exceed amount by $14,030,000, and extending the duration by three years, for a total not-to-exceed contract amount of $19,630,000 and a total contract duration of six years. With Amendment No. 1, San Francisco Public Utilities Commission (SFPUC) staff negotiated a pricing reduction resulting in over $2,000,000 in savings over the three-year term.
On July 17, 2018, by its Resolution No. 249-18, the San Francisco Board of Supervisors approved Amendment No. 1, increasing the contract amount by $13,169,225 and extending the term by three years for a total not-to-exceed amount of $18,769,225 and a total duration of six years. The dollar amount approved by the Board of Supervisors for Amendment No. 1 was less than the amount approved by the Commission due to an accounting change allowing for carryover of funds from the first term.
Amendment No. 2: On August 1, 2019, by the delegated authority of Resolution No. 09-0017, the General Manager executed Amendment No. 2 to allow the SFPUC access to email marketing and campaign automation functionality on a trial basis at no additional cost (no change in contract amount or duration). As a potential new customer care service, Calpine provided email marketing automation functionality to allow CleanPowerSF the opportunity to assess its capabilities and usefulness.
Agenda Title: CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program Commission Meeting Date: March 25, 2025
Amendment No. 3: On June 8, 2021, by Resolution No. 21-0092, this Commission approved Amendment No. 3, increasing the contract by $13,876,200 and extending the contract duration by three years, for a total not-to-exceed contract amount of $32,645,425 and a total contract duration of nine years. The Amendment modified the scope of work to add automated email marketing capabilities to the customer relationship management system provided by Calpine.
On July 30, 2021, by Resolution 362-21, the Board of Supervisors approved Amendment No. 3.
Amendment No. 4: On May 14, 2024, by Resolution No. 24-0112, this Commission approved Amendment No. 4, increasing the contract by $2,500,000 and extending the contract duration by six months, for a total not-to-exceed contract amount of $35,145,425 and a total contract duration of nine years and six months. The Amendment expanded the scope of work to include transitional services in the event that a new contractor was selected to replace Calpine and provided time to complete the transition.
On August 1, 2024, by Resolution 413-24, the Board of Supervisors approved Amendment No. 4, increasing the contract amount by $2,100,000 and extending the contract duration by six months, for a total not-to-exceed contract amount of $34,745,425 and a total contract duration of nine years and six months. The dollar amount approved by the Board of Supervisors was less than the amount approved by the Commission due to the necessary six-month time extension for Amendment No. 4
Recommended Amendment No. 5: Staff recommends Commission authorization to increase the contract by $500,000 and extend the duration by three months, to ensure sufficient time to execute a new three-year replacement contract and to make sure there is no lapse in services, for a total not-to-exceed contract amount of $35,245,425 and a total duration of nine years and nine months.
Funding and Costs: Funding: This contract is funded entirely from the CleanPowerSF Operating Fund. Contract pricing is linked to active CleanPowerSF customer meters and is assessed on an active meter per month basis.
Original Not-To-Exceed Amount: $5,600,000
Amendment No. 1 Amount: $13,169,225
Amendment No. 2 Amount: $0
Amendment No. 3 Amount: $13,876,200
Amendment No. 4 Amount: $2,500,000
Proposed Amendment 5 Amount: $500,000
Total Not-To-Exceed Amount: $35,245,425
Agenda Title: CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program Commission Meeting Date: March 25, 2025
Schedule: Original Duration: three years
Amendment No. 1 Duration: three years
Amendment No. 2 Duration: zero years
Amendment No. 3 Duration: three years
Amendment No 4 Duration: six months
Proposed Amendment No 5 Duration: three months
Total Duration: nine years and nine months
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, On August 11, 2015, per Resolution No. 15-0175, this Commission awarded Contract No. CS -247(R), Customer and Administrative Services for Community Choice Aggregation Program, to Noble Americas Energy Solutions LLC, and authorized the General Manager of the San Francisco Public Utilities Commission (SFPUC) to execute a professional services contract in an amount not-to-exceed $5,600,000 and with a duration of three years, to provide meter data management, billing, and customer care services for CleanPowerSF, a community choice aggregation program; and
WHEREAS, On January 24, 2017, by Resolution No. 17-0013, this Commission approved the assignment and assumption of Contract No. CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program, from Noble Americas Energy Solutions LLC to Calpine Energy Solutions LLC (Calpine); and
WHEREAS, On May 22, 2018, by Resolution No. 18- 0090, this Commission approved Amendment No. 1, increasing the contract amount by $14,030,000 for a total not -to-exceed amount of $19,630,000, and extending the term of the contract by three years for a total contract duration of six years; and
WHEREAS, On July 17, 2018, by its Resolution No. 249- 18, the San Francisco Board of Supervisors approved Amendment No. 1, increasing the contract amount by $13,169,225 for a total not-to-exceed amount of $18,769,225, and extending the term of the contract by three years for a total contract duration of six years. The dollar amount approved by the Board of Supervisors for Amendment No. 1 was less than the amount approved by the Commission due to an accounting change allowing for carryover of funds from the first term; and
WHEREAS, On August 1, 2019, under the delegated authority of Resolution No.09-0017, the General Manager executed Amendment No. 2 to the contract to provide the SFPUC the use of ClickDimensions’ email marketing and campaign automation services on a trial basis, with no change to the contract amount or duration; and
WHEREAS, On June 8, 2021, by Resolution No. 21- 0092, this Commission approved Amendment No. 3, increasing the contract by $13,876,200 and extending the duration by three years, and modifying the scope of work to add automated email marketing capabilities to the customer relationship management system provided by Calpine, for a total not-to-exceed contract amount of $32,645,425 and a total contract duration of nine years; and
WHEREAS, On July 30, 2021, by Resolution 362-21, the Board of Supervisors approved Amendment 3 for continued support of the CleanPowerSF program, and expand the use of ClickDimensions’ services at no additional markup up to the CleanPowerSF program; and
WHEREAS, On May 14, 2024, by Resolution No. 24- 0112, this Commission approved Amendment No. 4 increasing the contract amount by $2,500,000, and extending the term of the contract by six months, for a total not -to-exceed amount of $35,145,425 and a total contract duration of nine years and six months; and
WHEREAS, On August 1, 2024, by its Resolution No. 413- 24, the San Francisco Board of Supervisors approved Amendment 4, increasing the contract amount by $2,100,000, and extending the term of the agreement by six months , for a total not -to-exceed contract amount of $34,745,425 and a total contract duration of nine years and six months. The dollar amount approved by the Board of Supervisors was less than the amount approved by the Commission due to the necessary six-month time extension for Amendment No. 4; and
WHEREAS, Calpine is currently performing services that are critical and specialized services needed to continue providing meter data management, billing, and customer care services to CleanPowerSF customers; and
WHEREAS, Staff recommends this Commission approve Amendment No. 5, increasing the contract amount by $ 500,000 and extending the duration by three months, for a total not -to- exceed contract amount of $35,245,425 and total contact duration of nine years and six months, to ensure sufficient time to execute a new three-year replacement contract and to make sure there is no lapse in services; and
WHEREAS, Funds for this agreement are available from the CleanPowerSF Operating Fund; now, therefore, be it
RESOLVED, That this Commission hereby approves Amendment No. 5 to Agreement No.
CS-247(R), Customer and Administrative Services for Community Choice Aggregation Program, with Calpine Energy Solutions LLC, for continued meter data management, billing, and customer care support of the CleanPowerSF program , increasing the contract amount by $500,000 and extending the duration by three months, for a total not-to-exceed contract amount of $35,245,426 and a total contract duration of nine years and nine months; and be it
FURTHER RESOLVED, That the Commission authorizes the General Manager, if needed to ensure continuity of operations while a new multi -year service contract is established, to increase the contract amount by an additional $2,700,000 and extend the contract duration by an additional six months, for a total not -to-exceed amount of $37,895,426 and a total agreement duration of ten years and one month, subject to approval by the Board of Supervisors under Charter Section 9.118.
I hereby certify that the foregoing resolution was adopted by the San Francisco Public Utilities Commission at its meeting of March 25, 2025.
Director of Commission Affairs
San Francisco Public Utilities Commission