CONFIRMATION UNDER THE NCPA SUPPORT SERVICES PROGRAM
AGREEMENT
1. This is a Confirmation pursuant to the Support Services Program Agreement and subject to the terms and conditions of that agreement, except as expressly provided in this Confirmation. All capitalized terms have the meaning given to them in the Support Services Program Agreement.
2. The Participating Member for this Confirmation is the CITY OF SANTA CLARA in the amount of not-to-exceed $417,723.00 for the CLEAResult Consulting Inc. services described in paragraph 3.
3. The Participating Member requests the following described Support Services in the dollar amount specified. NCPA agrees to provide the following Support Services to the Participating Member through its Multi-Task Consulting Services Agreement with CLEAResult Consulting Inc. dated December 18, 2020.
CLEAResult Consulting Inc. shall provide electric vehicle charging infrastructure technical assistance, electrification education, and electrification assessment services, as more specifically described in CLEAResult' s Statement of Work for Services to Silicon Valley Power, dated for reference 11/02/2021, copy attached. The services are estimated to begin in December 2021 or soon thereafter and continue as requested through no later than December 17, 2023.
4. The Participating Member executing this Confirmation agrees to pay for the Support Services in the not-to-exceed amount specified in paragraph 2 above; plus, the Administrative Cost of not-to-exceed $4,645.00 (calculated at $685.00 to develop the Confirmation and first month of administration plus $165.00 per month for each additional month administrative costs are actually incurred), in accordance with the provisions of the Support Services Program Agreement. The total amount expended under this Confirmation will not exceed $422~368.00.
5. A Security Account deposit is not required for this Confirmation.
Date: _________ _
Participating Member:
CI1Y OF SANTA CLARA
By its Designated Representatives:
Deanna J. Santana, City Manager
And
Caio Arellano, Assistant City Attorney
ES-AGY-2016-001
Date: _________ _
NORTHERN CALIFORNIA POWER AGENCY
Randy S. Howard, General Manager
Cary A. Padgett, Assistant Secretary to Commission
Approved as to form:
Jane E. Luckhardt, N CPA General Counsel
Confirmation No. 0236
CLEAResu It®
STATEMENT OF WORK FOR SERVICES TO SILICON VALLEY POWER
1. Master Agreement. THIS STATEMENT OF WORK FOR SERVICES TO SILICON VALLEY POWER (this "SOW") is pursuant to the terms and conditions of that certain Multi-Task Consulting Services Agreement between the Northern California Power Agency ("NCPA") and CLEAResult Consulting Inc. ("CLEAResult") (collectively, the "Parties"), dated December 18, 2020 (the "Agreement"). Capitalized terms not defined in this SOW are as defined in the Agreement.
2. General Scope. As required in the Agreement, this SOW defines the Services. The Parties intend for CLEAResult to perform electric vehicle ("EV") infrastructure technical assistance and electrification education electrification assessment services for Silicon Valley Power, a member of NCPA ("SVP"). The Parties acknowledge and agree that there are no installation services included under this SOW and that no work is allowed under this SOW that would qualify as a "public works project" under the California Public Contract Code.
3. Term. The term of this SOW is from the acceptance by CLEAResult of a purchase order issued by NCPA ("Purchase Order'') (the "Effective Date") through December 17, 2023.
4. Budget. This budget for this SOW is not-to-exceed ("NTE") of $417,723. The tables below provide the estimated budget per task based on the time and materials rates. As requested or approved by SVP in writing (email is sufficient), CLEAResult may shift budget between tasks to meet the needs of SVP and SVP's customers.
T bl 1 EVCh a e argmg n ras rue ure ec mca ssIs ance If t t T h. IA . t Task No. Task Name Budget
1.1 Strategy & Program Management $34,347
1.2 Marketing, Outreach & Education $38,671
1.3 EV Site Assessments $163,415
1.4 Vendor & Trade Ally Management $17,438
1.5 Installation Support $57,657
1.6 OPTIONAL: EV Charging Project Portal $63,945
NTE Total $375,473
Table 2. Electrification Education - Electrification Assessments Task No. Task Name Budget
2.1 Program Management $14,850
2.2 Up to 100 Home Electrification Assessments $27,400
NTE Total $42,250
a. Billing Rates. This SOW is based upon a combination of fixed-price and time and materials charges and CLEAResult will bill for completed fixed-price activities, authorized hourly services and expenses monthly. Hourly billing increments will be by the quarter hour. For example, only, Services of 15 minutes of time or fewer will be billed as 15 minutes, 16 to 30 minutes will be billed as 30 minutes, etc. Annually on each anniversary of the Purchase Order date, the rates will increase by 3%. The following customer definitions are applicable to Table 3 below only. i. Small multifamily customer-A multifamily property where 1 electrical meter (e.g. the "house" meter) is evaluated for EV charging installation
ii. Medium multifamily customer - A multifamily property where 2-3 electrical meters are evaluated for EV charging installation
iii. Large multifamily customer:
A A multifamily property where 4 or more electrical meters are evaluated for EV charging, or © CLEAResult. All rights reserved.
(Rev. 11/02/2021)
b.
5. a.
b.
C.
d.
6. 8. Any multifamily property with more than 50 dwelling units iv. Small business customer - Any non-multifamily, business customer whose maximum annual electric demand is <= 200 kW
v. Large business customer - Any non-multifamily, business whose maximum annual electric demand is > 200 kW
T bl 3 EV Ch a e argrng n ras rue ure ec nica ssIs ance If t t T h. IA . t Activity Client Fee
1.3. EV Site Assessment - Small multifamily customer $2,100
1.3. EV Site Assessment - Medium multifamily customer $2,750
1.3. EV Site Assessment - Large multifamily customer (a) $4,000
1.3. EV Site Assessment - Large multifamily customer (b) $3,750
1.3. EV Site Assessment - Small business customer $2,300
1.3. EV Site Assessment - Large business customer $3,750
1.6. OPTIONAL: EV Charging Project Portal - Launch (one-time fee) $15,000
1.6. OPTIONAL: EV Charging Project Portal - Monthly License & Support $2,000 Table 4 Electrification Education - Electrification Assessments Activity Client Fee
2.2. Home Electrification Survey - In-Person* $350
2.2. Home Electrification Survey - Virtual $250
* CLEAResult must follow all county health guidelines and directives for in-person services.
Table 5. Time and Materials Rates
Title Hourly Rate
Director $201
Sr. Manager $165
Manager $131
Program Analyst $100
Account Manaqer $118
Sr. EnerQY Advisor $96
Energy Advisor $76
Sr. Engineer $177
Enqineer $136
Sr. Designer $116
Incentive Processor $57
Contact Center Representative $45
Estimated Direct Expenses
Marketing Email, Digital, Printing (billed at cost) $5,000 Payment. NCPA will make payment in accordance with the terms of the Agreement.
Client Obligations. SPV will provide to CLEAResult the following:
Review and approval of program documents and marketing collateral Customer account information for program marketing and outreach Electricity consumption data for customers participating in the program Customer
Copay
$0
$0
$0
$250
$0
$250
N/A
N/A
Customer
Copay
$50
$50
Upon request, consultation with principal estimator on EV projects with likely distribution upgrade needs Tasks. CLEAResult shall perform the following:
CLEAResult® Page 2 of 4 © CLEAResult. All rights reserved. a. Task 1 EV charging lnfras ructure Technical Assistance Task Description
a. Host kickoff meeting with SVP to review workplan
b. Prepare program strategy document detailing target audience, goals, and marking and delivery approach ("Strategy Plan") c. Prepare program documents, including as necessary application, participation and data sharing agreement, and report template d. Prepare initial marketing collateral in accordance with SVP's brand
1.1 Strategy & guidelines ("Marketing Collateral"). All collateral developed for the Program program belongs to Silicon Valley Power.
Management e. Provide content calendar, approved outreach language, graphics
1.2 Marketing,
Outreach &
Education
and all design files to SVP
f. Launch program, deploying customer-facing application and marketing
g. Provide monthly progress reports to SVP
h. Meet monthly, or less frequently if SVP prefers, to review progress and resolve any issues
a. Execute program strategy according to Strategy Plan
b. Maintain and Enhance Marketing Collateral
c. Host customer webinars for prospective participants in the program to educate customers about the benefits of installing EV charging and the customer services provided by the program. d. Conduct direct phone, email, and in-person outreach to educate and enroll eligible SVP customers
For each site assessment:
a. Conduct pre-assessment meeting with eligible SVP customer to learn about their property, any objectives they have for an EV charging project, and schedule the site assessment
b. Prepare for assessment by gathering and reviewing remotely accessible data, which may include aerial photos, customer electricity consumption data, utility distribution infrastructure capacity, and digitized single line drawings
c. Conduct an onsite or virtual site assessment, as determined by 1 _3 EV Site customer preference, and collect information about the location, Assessments dimensions, and capacity of parking and electrical infrastructure d. Analyze data collected and prepare one or more EV charging solutions for the customer that describe the scope for EV charging and supporting infrastructure, including available incentives e. Consult with SVP engineering team for input on projects that appear to require a transformer upgrade
f. Provide report to SVP and make required revisions as requested by SVP before delivering to the customer.
g. Provide report to customer and host an online meeting with the customer to review the report and determine next steps for them to select a solution and move forward with installation
a. Solicit applications from local electrical contractors, screen the applications and develop a qualified installer ("Trade Ally") list b. Monitor customer satisfaction with Trade Allies and address any
1.4 Vendor & performance issues by Trade Ally training or disciplinary action, which may include removal from the Trade Ally list
"'[;:~::e~ent c. Either utilize an existing electric vehicle supply equipment (EVSE) qualified product list (QPL) or develop a new qualified list through a request for qualifications that is specific to SVP's needs d. Monitor the EVSE and update annually
Due Date
Program launch 90
days after Effective
Date, then ongoing
Ongoing after
program launch, with
marketing concluded
six (6) months prior
to projected program
end
Ongoing, with
customer solutions
delivered within 30
days of site
assessment
Initial lists developed
within 30 days of
program launch
CLEAResult® Page 3 of 4 © CLEAResult. All rights reserved. a.
b.
C.
1 . 5 Installation
Support d.
e.
a.
b.
C.
1.6 OPTIONAL:
EV Charging d.
Project Portal e.
f.
g.
Provide customer list of Trade Allies ( defined below) to perform installation
Assist customers with the process of requesting and reviewing bids from Trade Allies or customers own identified contractors Review design documents when requested by customer to confirm alignment with scope and identify potential issues and make cost saving recommendations
Engage with the customer and selected installation contractor as needed throughout installation to address questions and troubleshoot installation or permitting issues
Upon completion, verify proper charger installation and commissioning of the chargers and evaluate customer satisfaction with the project
Configure a customer portal (the "Portal") with SVP branding, participation agreement, and integration of eligible customer data Launch and host the Portal at svp-ev.clearesult.com
Review customer applications received through the Portal and auto-validate customer eligibility against SVP list
Grant customers access to the portal
Provide project reports to customers through the Portal for review and document commitment
Track and report on customer's project activity
Provide SVP access to the portal to review project reports and track customer progress
Ongoing after
program launch
Launch 90 days after
written request from
SVP, then ongoing
b. Task 2: Electrification Education - Electrification Assessments Task
2.1 Program
Management
2.2 Home
Electrification
Assessments
Description
a. Prepare program documents, including as necessary application, participation and data sharing agreement, and report template b. Provide monthly progress reports
c. Meet with SVP as needed to review progress and resolve any issues
d. Respond to customer pre- or post-assessment questions (up to 30 minutes per customer, then SVP email approval required to continue)
For each site assessment:
a. Collect and review customer utility usage data
b. Discuss and document the customer objectives, such as emission reductions, cost savings, indoor air quality or others
c. Conduct an onsite* or virtual electrification assessment, as determined by customer preference, to collect information about the customer heating, cooling, hot water, and cooking appliances d. Evaluate customer data to identify electrification measures, estimate costs, and identify any available incentives
e. Deliver home electrification assessment report to customer that identifies electrification opportunities
Due Date
Program launch 90
days after Effective
Date
Ongoing, with
customer reports
delivered within 14
days of site
assessment
* CLEAResult will follow all applicable federal, state, and local health guidelines regarding in-person events.
CLEAResult® Page 4 of 4 © CLEAResult. All rights reserved.