Ebix Insurance No. S200003015
AMENDMENT NO. 1
TO THE AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
EFFICIENCY SERVICES GROUP, LLC
PREAMBLE
This agreement ("Amendment No. 1 ") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Efficiency Services Group, LLC, an Oregon Limited Liability Corporation, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled Agreement for Services between the City of Santa Clara, California, and Efficiency Services Group, LLC. dated April 15, 2020 (Agreement); and
B. The Parties entered into the Agreement for the purpose of having Contractor administer the Commercial Parking Lot & Exterior Lighting Program (the Program) to Silicon Valley Power's (SVP) small and mid-sized business customers with a goal of upgrading exterior HID wall fixtures and parking lot lights to new LED fixtures.
C. Due to the success of the program, the Parties now wish to amend the Agreement to add additional compensation.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 6 of the Agreement, entitled "COMPENSATION AND PAYMENT" is amended to read as follows:
In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and Services rendered by Contractor in accordance with Exhibit B, entitled "SCHEDULE OF FEES." The maximum compensation of this Agreement is one million dollars ($1,000,000), subject to budget appropriations, which includes all payments that may be authorized for Services and for expenses, supplies, materials and equipment required to perform the Services. All work performed or materials provided in excess of the maximum compensation shall be at Contractor's expense. Contractor shall not be entitled to any payment above the maximum compensation unless authorized through an executed amendment to this Agreement.
Amendment No. 1 to AgreemenUEfficiency Services Group, LLC Rev. 10125/2019
2. Exhibit A - Scope of Services is hereby deleted and replaced with Exhibit A - Scope of Services -Amended March 1, 2021.
3. Exhibit B - Schedule of Fees is hereby deleted and replaced with Exhibit B - Compensation and Fee Schedule -Amended March 1, 2021.
4. Except as set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. In case of a conflict in the terms of the Agreement and this Amendment No. 1, the provisions of this Amendment No. 1 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 1 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Approved as to Form: Dated: .; I \1.-!, 1.-01.-\
BRIAN DOYLE
City Attorney
Digtla1ty signed by Calo
Arellano
Date:2021 .03.1115:41:02
--08'00'
~ A
City Manager
"CITY"
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone : (408) 615-2210
Fax: (408) 241-6771
EFFICIENCY SERVICES GROUP, LLC
a California corporation
Dated: ) ~ O .2J_
By (Signature) : ======_,~ '-'-~ ~~ ___,;~/i::n=~=~'::J:-1::47::::~;~~===- - - Name: Mark Govenei-_________ ____ ____ _
Title: Chief Operating Officer
Principal Place of 5625 NE Elam Young Parkway , Suite 100 Business Address : Hillsboro, Oregon, 97124
Email Address : markg@esgroupllc .com
Telephone : ( 503) 869-5131
Fax: - ------- ----------"CONTRACTOR"
Amendment No. 1 to Agree menUEfficiency Services Group, LLC Rev. 10/25/2019
AGREEMENT FOR SERVICES
AMENDMENT NO. 1
TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
EXHIBIT A - SCOPE OF SERVICES
AMENDED MARCH 1, 2021
The Services to be performed for the City by the Contractor under this Agreement to administer the Commercial Parking Lot & Exterior Lighting Program (Program) to Silicon Valley Power's (SVP) small and mid-sized business customers as further defined in this Exhibit A.
1. Program Description
Efficiency Services Group (ESG) will administer the Commercial Parking Lot & Exterior Lighting Program (the Program) to Silicon Valley Power's (SVP) small and mid-sized business customers interested in retrofitting their exterior lighting with more efficient LED lighting with a goal of upgrading exterior HID wall fixtures and parking lot lights to new LED fixtures.
1.1. Program Overview
1.1.1. The Program is designed to have a focused, efficient approach to helping customers upgrade their exterior lighting.
1.1.2. Fixtures are provided to the customer at no cost, and the customer is responsible for the installation. Customers may install the fixtures themselves or hire an electrician to install the fixtures for them. ESG has found that most customers hire an electrician to install the fixtures.
1.1.3. ESG verifies the installations of all LED fixtures prior to invoicing SVP.
1.1.4. The Program has demonstrated that some customers will pay for the installation that would otherwise not participate in SVPs standard lighting program.
1.2. ESG believes that renewing this program will provide the opportunity for SVP to:
1.2.1. Continue to strengthen and build on the relationships established with customers through the Commercial Direct Install and Snapshot Auditing program
1.2.2. Afford significant energy and cost savings to targeted customers Amendment No. 1 to AgreemenUEfficiency Services Group, LLC Rev. 10/25/2019
Page3
1.2.3. Reduce customer maintenance costs and increase customer security
1.2.4. Contribute savings toward AB2021 targets
1.2.5. Reduce greenhouse gas emissions, which helps to contribute to the City of Santa Clara's Climate Action plan goals.
1.3. The success of the program requires the effective implementation of five strategies:
1.3.1. Selection of measures to address the upgrade opportunities identified at customer sites
1.3.2. Identifying eligible customers with the need for parking lot and exterior lighting upgrades
1.3.3. Effectively presenting the program and securing customer participation
1.3.4. Follow-up visits to all participating customers to verify measures were installed and are operating properly, and addressing any customer questions or concerns before considering a project complete
1.3.5. Complete and accurate invoicing and reporting of all program activity to SVP
1.4. The Program is designed to perform well in all phases of the program.
2. Program Measures:
2.1. The measures selected for inclusion in the Program are designed to take advantage of exterior lighting opportunities that ESG identified from the snapshot audits performed during a previous phase of the Program when ESG visited 2,500 customer sites.
2.2. Mix of Measures: The Program measures are focused on LED parking lot fixtures and LED upgrades to existing fixtures. The program will include the following measures:
2.2.1. LED Screw-In Based "Corncob" Retrofit
2.2.2. LED Parking Garage Fixtures
2.2.3. LED Canopy Fixtures
2.2.4. LED Shoebox Area Lighting
2.2.5. LED Cobra Head Area Lighting
2.2.6. LED Wall Pack
Amendment No. 1 to AgreemenUEfficiency Services Group, LLC Rev. 10/25/2019
Page4
2.3. Measure Descriptions
2.3.1. LED Screw-In Based "Corncob" Retrofits: Screw directly into existing screw-in based HID fixtures. Requires rewiring the fixture to bypass the existing ballast.
2.3.2. LED Parking Garage Lighting: Replaces existing HID fixtures most commonly found throughout parking garages.
2.3.3. LED Canopy Lighting: Replaces existing HID fixtures most commonly found in gas station island canopies.
2.3.4. LED Pole/Wall Lighting: LED Shoebox and Cobra head fixtures replace existing HID fixtures most commonly found throughout commercial parking lots, roadways, auto-dealerships, and building perimeters.
2.3.5. LED Wall packs: LED wall pack fixtures replace pre-existing HID wall packs.
3. Subscribing the Program
3.1. Snapshot Audits
3.1.1. In FY15 and FY16, ESG performed snapshot audits on over 2,500 of SVP's commercial customers.
3.1.2. During these visits, ESG identified approximately 438 small to mid sized commercial customers with parking lot lighting.
3.1.3. In additional to these sites, SVPs mid-size commercial customers are also eligible for the program.
3.2. Site Visits
3.2.1. EEG representatives hereinafter referred to as Energy Efficiency Advisors (EEA) will visit customer sites, explain the program and encourage the customer to participate. For the customers ESG has served in the previous phases of the program, ESG expects that a majority of these customers will allow the EEA in and will listen to the program presentation because these doors are now "warm" and the customers are familiar with ESG.
3.2.2. During initial customer site visits, the EEA will:
3.2.2.1. Ask to talk with the decision maker
3.2.2.2. Explain the Program offer to the customer
Amendment No. 1 to Agreement/Efficiency Services Group, LLC R""" 1 nl?Fi/201 9
3.2.2.3. Ask the customer to agree to install/upgrade their exterior lighting with LEDs
3.2.2.4. If customer agrees, verify the quantity and type of fixtures or upgrade kits needed for the exterior lights
3.3. Delivery and Follow Up
3.3.1. If customer agrees to install lighting fixtures, ESG will schedule a follow up visit with the customer to deliver the LED lighting equipment. ESG has learned through experience that it can take several contacts with a customer and can be a time intensive task to get the customer ready to take delivery of LED lighting equipment for installation. EEAs have demonstrated the persistence needed to accomplish this task.
3.3.2. When the EEA delivers the LED lighting equipment to the customer, the EEA will schedule another appointment with the customer to return and verify the installation of the fixtures. This also serves to provide the customer with an installation deadline.
3.3.3. A final verification inspection will be performed on all projects completed. During the final visit, the EEA will assure that any customer questions or concerns are addressed and resolved before closing the project and invoicing SVP. ESG understands the importance of emphasizing with the customer that the program is initiated by SVP and using the program experience to help SVP build/strengthen their relationships with their customers.
4. Reporting and Invoicing
4.1. ESG thoroughly understands the CEC reporting requirements for utility energy efficiency programs. Because of this, ESG is able to generate complete and accurate activity report and invoice formats that make it easy for SVP to track budgets, program expenses, and report program results to the State.
4.2. ESG will prepare monthly activity reports and invoices as required by SVP.
5. Turnkey Administration: ESG will provide complete turnkey program administration, including:
5.1. Program development (product selection, marketing materials, customer outreach)
5.2. Customer service/support
5.3. Delivery of LED exterior lighting equipment
Amendment No. 1 to AgreemenUEfficiency Services Group, LLC R"",, 1n/?/i/?01Q
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5.4. Warranty information
5.5. Reporting/invoicing
5.6. CEC compliance support
6. Program Targets: This program is available to small and mid-size commercial customers that receive electric service from SVP. Based on the proposed budget, the program will save an estimated 1,422,323 kWh annually.
7. Incentive Structure: All LED fixtures/lamps will be provided at no cost to the SVP customer. The customer will be responsible for their installation (either using customer's maintenance staff or hiring an electrician).
8. Program Budget:
8.1. ESG's fees for this program are further outlined in Exhibit B - Fee Schedule and Payment Provisions and include:
8.1.1. Fee for marketing and presenting the program offer to each customer
8.1.2. Program subscription/administration fee for projects completed in the program
8.1.3. Cost per fixture/lamp installed
8.2. Program fees cover all costs, including program development activities, marketing/outreach, labor, materials (including mounting hardware and photocells), State sales tax, travel expenses, and administration/overhead.
9. Program Strategy/Avoiding Lost Opportunities
The Program benefits from having a list of customer sites already verified as having parking lot lighting equipment. SVP has already invested in developing relationships with these customers through the Commercial Direct Install and Snapshot Audit Program and the previous Exterior Lighting Direct Install and Snapshot Audit program. By including this specific program offering to those customers identified with parking lot lighting, SVP is taking advantage of this previously discovered opportunity instead of allowing it to go unaddressed.
10. Program Objectives
10.1. Objective #1: Present the program to enough customers to identify approximately 148 customers willing to participate in the program.
10.2. Objective #2: Secure enough customers to meet a target of approximately 1,770 parking lot and exterior light fixtures or upgrade kits.
11. Program Metrics
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
11.1. The proposed metrics for this program include, but are not limited to, the following:
11.1.1. Number of business subscribed
11.1.2. Number of measures installed
11.1.3. Percentage of program budget utilized
11.1.4. Customer satisfaction
11.2. ESG will track all program metrics on a monthly and program-to-date basis.
11.2.1. Metrics will be generated by site audit data detailing measure upgrade opportunities, verified measures installed, and customer satisfaction as determined during final verification inspections.
11.2.2. Activity reports will include a budget tracker to show how much of the program budget has been utilized and the amount of remaining program budget.
12. Program Development: Program development tasks have been completed in earlier phases of the program. ESG and SVP will work together to assure that ESG has the most current eligible customer lists.
13. Program Delivery
13.1. Task: Customer Service/Support
13.1.1. ESG will maintain a phone number for customers to call with questions about the Program or if the customer needs to talk with a Program field representative. This number will connect customers directly to Program staff that can answer questions about the Program and, if applicable, put them in a queue for an on-site visit by Program subscription staff.
13.1.2. ESG will also maintain a toll-free number for customers to call if they need to speak to a Program representative immediately and the local field rep is not available to answer a call. This assures that SVP customers will always be able to get in touch with Program staff.
13.2. Task: Program Presentation and Subscription: The EEA will visit customer sites to present the program and sign them up to participate. The following are the objectives for the site visit.
13.2.1. Identify the decision maker and present the program to them Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
13.2.2. Evaluate the existing parking light lighting and determine quantity and type of LED upgrade equipment is appropriate
13.2.3. Offer the LED equipment to the customer and ask the customer to commit to the installation
13.2.4. If customer agrees to participate, EEA will have the customer sign participation documents
13.2.5. Set appointment with customer to deliver LED parking lot lighting equipment
13.2.6. Enter all activity from the site visit into the application and upload to database
13.3. Task: Order LED Lighting Equipment: ESG will place orders for equipment needed to complete projects.
13.4. Task: Exterior Lighting Equipment Delivery: EEA will deliver the LED parking lot lighting equipment to the customer and schedule an appointment for the final verification site visit.
13.5. Task: Final Verification Site Visits: EEA will visit the customer site a final time and verify that the LED lighting has been installed. EEA will also make sure any customer questions or concerns are addressed before they finalize the project and invoice SVP.
13.6. Task: Warranty Information: LED exterior lighting products delivered under the program will carry the standard manufacturer warranty (typically 2-3 years).
13.7. Task: Reporting/Invoicing: Detailed activity reports will be provided to SVP on a monthly basis, along with the monthly invoice for work completed. Reports will include all customers served, and detailed information regarding measures installed at each customer site.
13.8. Task: CEC Compliance Support: ESG will maintain the documentation necessary to support SVP's reporting requirements (SB 1037, EM&V) for no less than five years.
14. Customer Interface
14.1. ESG will continue to employ the same successful recruitment strategy utilized in delivering the current Program.
14.2. ESG understands that effective recruitment of program participants begins with the coordination of effort between ESG and SVP.
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev_ 10/25/2019
14.2.1. For example, a utility-endorsed letter is presented to customers on the targeted list that lends creditability to the program and introduces ESG as an approved SVP partner.
14.2.2. Following this initial utility contact, EEAs will continue to visit sites on the target customer list. In most cases this will not be the first time an EEA has been onsite talking with the customer, so this program_ does not typically require any "cold-calling".
14.2.3. If the EEA is unable to speak to the decision maker during an initial site visit, leave-behind materials will be provided and will include information for the customer to schedule a future visit. The EEA will follow-up with the customer at a later time.
14.3. It often takes several conversations with a customer before the customer agrees to install the LED lighting equipment. The EEAs will be reasonably persistent in pursing the customer until they have an answer regarding the customer's willingness to participate in the program.
15. Strategic Partners
15.1. ESG will serve as the program administrator for the Program. ESG has one partner used in the implementation of the program RD Energy Solutions, 7333 SE Ellis St. , Portland, OR 97206
15.2. ESG has had a relationship with this RD Energy Solutions (RD) for over seven years and has successfully delivered utility programs with RD; including the current Program for SVP. ESG and RD have partnered to implement EE programs to over 32 utilities in California and the Northwest.
15.3. RD Key Personnel include:
15.3.1. Zack Lewetag, Vice President of Operations - Coordination of all field activity and oversight of EEAs
15.3.2. Mark Brost, Energy Efficiency Manager - Manages EEAs, product delivery, customer interaction and contractor liaison.
15.4. RD Energy Solutions is the partner that performs the customer interface and field functions for the Program. RD will perform the following tasks:
15.4.1. Initial customer outreach and program subscription activities
15.4.2. Ordering and delivery of LED exterior lighting equipment needed to complete installations
15.4.3. Entering program activity for each business served into the iPad application
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
15.4.4. Follow-up verification inspections
16. ESG Key Program Personnel
16.1. Mark Gosvener, COO - Contract related issues and general oversight of the program, main point of contact for SVP.
16.2. Miranda Boutelle, Program Manager - Program administration, reporting, invoicing.
16.3. Dave Barnhart, Manager of Direct Install Services - General oversight of all field activity and coordination with RD Energy Solutions.
17. ESG Program Administration Responsibilities:
17 .1. Communication with SVP; ESG will serve as SVP's point of contact for anything related to the Commercial Program
17.2. Coordinating all program development tasks with our program partner
17.3. Activity reporting and invoicing
17 .4. Budget tracking
17 .5. Customer follow-up visits and measure verification
18. Quality Assurance and Measure Verification Activities
18.1. The EEAs will be involved in all aspects of the program; from the initial visit to the final verification inspection. This will provide consistent project management of each customer site throughout the program.
18.2. Final inspections will be performed on all projects to assure that the product is installed and operational, and that all customer needs have been met and customers are happy with the program experience.
19. Customer Complaint Resolution
19.1. Customer complaints are dealt with on a case-by-case basis depending on the specific needs of the customer. Customers may call ESG directly on our toll-free line, or they can contact the EEA that works for RD Energy Solutions.
Phone numbers will be listed in program marketing materials, and the EEA will leave their contact information with the customers.
19.2. Customer complaints are considered urgent and receive an immediate call back from a Program representative. Every effort is made to resolve the. customer complaints completely and promptly.
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
19.3. During the final inspection, the customer will be asked if they have any questions or concerns. Any concerns or complaints are forwarded via email to the appropriate Program representative responsible for its resolution, and the responsible person is required to send an email reply that the complaint has been resolved and the customer is completely satisfied.
20. Marketing Activities
20.1. ESG's experience has shown that customer response to the program is significantly improved by endorsement from their utility. This endorsement is provided using a letter that the EEA shares with the customer at the first site visit. Alternately, at SVP's sole discretion, this can be accomplished by SVP mailing a letter to the targeted list of customers prior to EEAs beginning their site visits.
20.2. ESG will work with SVP to develop/assemble any program or marketing collateral SVP would like presented to the customers during the EEAs visit.
All materials will be approved by SVP in advance.
20.3. The remainder of the marketing/sales activities will be relational, face-to-face discussions between the customers and the EEA. It may take several conversations and/or site visits by the EEA to subscribe and complete projects under this program.
21. Measurement and Estimate of Savings are listed in Table A-1. KWh savings values for all exterior fixtures are based on calculations based on pre/post wattages, and assume fixtures are on all night. kWh saving assumption calculations are available upon request. Total kWh savings may change based on types of customers served by the Program and specific lighting fixtures and materials needed.
Amendment No. 1 to AgreemenUEfficiency Services Group, LLC Rev. 10/25/2019
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE A-1 ESTIMATE OF COSTS AND kWh SAVINGS
Site Visit & Program Presentation Audit 1,524.000
Completed Project Administration Project 152.400
Wall Pack 70W MH Replacement Fixture 48.768 292
Wall Pack 100W MH Replacement Fixture 1.524 439
Wall Pack 150W MH Replacement Fixture 1.524 648
Wall Pack 175W MH Replacement Fixture 62.484 702
Wall Pack 250W MH Replacement Fixture 76.200 994
Wall Pack 400W MH Replacement Fixture 30.480 1,464
Wall Pack 70W MH Replacement w/Photocell Fixture 53.340 292 Wall Pack 1 oow MH Replacement w/Photocell Fixture 1.524 439 Wall Pack 150W MH Replacement w/Photocell Fixture 307.848 648 Wall Pack 175W MH Replacement w/Photocell Fixture 94.488 702 Wall Pack 250W MH Replacement w/Photocell Fixture 76.200 994 Wall Pack 400W MH Replacement w/Photocell Fixture 45.720 1,464 HID - Screw-in Base 70W Replacement Retrofit 30.000 493 HID- Screw-in Base 100W Replacement Retrofit 30.000 493 HID - Screw-in Base 125W Replacement Retrofit 61.920 493 HID - Screw-in Base 150W Replacement Retrofit 90.600 493 HID - Screw-in Base 175W Replacement Retrofit 4.572 656 HID - Screw-in Base 250W Replacement Retrofit 7.620 882 HID - Screw-in Base 600W Replacement Retrofit 3,048 2,132 HID- Screw-in Base 700W Replacement Retrofit 3.048 2,583 HID -Retrofit Kit w/Driver 400W Replacement Retrofit Kil 1.524 1,468 HID - Retrofit Kit w/Driver 600W Replacement Retrofit Kit 1.524 2,132 HID - Retrofit Kit w/Driver 700W Replacement Retrofit Kit 1.524 2,583 HID - Retrofit Kil w/Driver 900W Replacement Retrofit Kit 1.524 3,075 HID - Retrofit Kit w/Driver 1 000W Replacement Retrofit Kit 15.240 3,198 Canopy Parking Garage 70W HID Fixture 1.524 287
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/2512019
14,240
669
988
43,864
75,743
44,623
15,575
669
199,486
66,331
75,743
66,934
14,790
14,790
30,527
44,666
2,999
6,721
6,498
7,873
2,237
3,249
3,936
4,686
48,738
437
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE A-1 ESTIMATE OF COSTS AND kWh SAVINGS
Canopy Parking Garage 125W HID
Canopy Parking Garage 150W HID
Canopy Parking Garage 175-250W HID
Canopy Parking Garage 250W HID
Canopy Gas Stations 250W HID
Canopy Gas Stations 400W HID
Canopy Gast Stations - Slim - 70W HID
Canopy Gast Stations - Slim - 125W HID
Canopy Gast Stations - Slim - 175W HID
Canopy Gast Stations - Slim - 250W HID
Canopy Gast Stations - Slim - 320W HID
Canopy Gast Stations - Slim - 400W HID
Area Light (Pole/Wall) 175W HID Medium Shoebox
Area Light (Pole/Wall) 250W HID Medium Shoebox
Area Light (Pole/Wall) 320W HID Medium Shoebox
Area Light (Pole/Wall} 400W HID Medium Shoebox
Area Light (Pole/Wall) 400W HID Large Shoebox
Area Light (Pole/Wall) 500W HID Large Shoebox
Area Light (Pole/Wall) 600W HID Large Shoebox
Area Light (Pole/Wall) 750W HID Large Shoebox
Area Light (Pole/Wall) 175W HID Medium Cobra
Area Light (Pole/Wall) 250W HID Medium Cobra
Area Light (Pole/Wall) 400W HID Medium Cobra
Area Light (Pole/Wall) 500W HID Large Cobra
Area Light (Pole/Wall) 750W HID Large Cobra
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
15.240 513
0.762 656
0.762 615
38.100 1,046
22.860 882
3.048 1,439
1.100 1,440
1.500 513
39.624 697
1.524 882
1.524 1,128
3.048 1,386
76.200 533
121.920 791
15.240 1,091
30.480 1,300
45.720 1,300
1.524 1,222
1.524 1,632
1.524 2,214
60.960 533
152.400 783
76.200 1,275
1.524 1,451
1.524 2,116
7,811
500
469
39,834
20,151
4,386
1,584
769
27,618
1,343
1,718
4,224
40,615
96,475
16,621
39,615
59,422
1,862
2,487
3,374
32,492
119,344
97,163
2,212
3,224
AMENDMENT NO. 1
TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
EXHIBIT 8- PAYMENT PROVISIONS AND FEE SCHEDULE
AMENDED MARCH 1, 2021
1. Services shall be provided according to the rates and costs outlined in Table B-1 - Unit Prices attached and incorporated into this Agreement.
2. Payment Provisions:
2.1. ESG will submit invoices to SVP monthly, accompanied by detailed reports showing each site visited and work performed at each customer/business site.
2.2. City will pay Contractor within thirty (30) days of City's receipt of an approved invoice.
2.3. If an invoice error is identified by SVP, a corrected invoice will be submitted by ESG within five business days of receiving notification from SVP.
3. Budget
3.1. A proforma budget is attached as Table B-2 - Pro Forma Budget. Line amounts may change based on types of customers served by the Program and specific lighting fixtures and materials needed.
3.2. Because all program costs are covered in the program fees, the budget can be scaled up or down with little expected change to program financial performance.
3.3. The pro-forma budget of $1,000,000 is anticipated to serve up to 144 commercial customers.
4. Compensation: The amount billed to City by Contractor for services under this Agreement as Amended will not exceed one million dollars ($1,000,000).
Amendment No. 1 to Agreement/Efficiency Services Group, LLC RA\/ 10/?Fi/?01Q
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA.
AND EFFICIENCY SERVICES GROUP, LLC
TABLE B-1 UNIT PRICES
Site Visit & Program Presentation Audit
Completed Project Administration Project
Wall Pack 70W MH Replacement Fixture
Wall Pack 100W MH Replacement Fixture
Wall Pack 150W MH Replacement Fixture
Wall Pack 175W MH Replacement Fixture
Wall Pack 250W MH Replacement Fixture
Wall Pack 400W MH Replacement Fixture
Wall Pack 70W MH Replacement w/Photocell Fixture
Wall Pack 100W MH Replacementw/Photocell Fixture
Wall Pack 150W MH Replacement w/Photocell Fixture
Wall Pack 175W MH Replacementw/Photocell Fixture
Wall Pack 250W MH Replacement w/Photocell Fixture
Wall Pack 400W MH Replacement w/Photocell Fixture
HID - Screw-in Base ?OW Replacement Retrofit
HID- Screw-in Base 100W Replacement Retrofit
HID - Screw-in Base 125W Replacement Retrofit
HID - Screw-in Base 150W Replacement Retrofit
HID - Screw-in Base 175W Replacement Retrofit
HID - Screw-in Base 250W Replacement Retrofit
HID - Screw-in Base 600W Replacement Retrofit
HID - Screw-in Base 700W Replacement Retrofit
HID -Retrofit Kit w/Driver 400W Replacement Retrofit Kit HID - Retrofit Kit w/Driver 600W Replacement Retrofit Kit HID - Retrofit Kit w/Driver 700W Replacement Retrofit Kit HID - Retrofit Kit w/Driver 900W Replacement Retrofit Kit HID - Retrofit Kit w/Driver 1 OOOW Replacement Retrofit Kit Canopy Parking Garage 70W HID Fixture
Canopy Parking Garage 125W HID Fixture
Canopy Parking Garage 150W HID Fixture
Canopy Parking Garage 175-250W HID Fixture
Amendment No. 1 to AgreemenUEfficiency Services Group, LLC RF1.,1 1 nt?~/?01 g
$100
$375
$285
$285
$285
$320
$383
$519
$293
$293
$316
$350
$383
$560
$147
$147
$147
$147
$190
$230
$418
$397
$413
$445
$572
$742
$990
$240
$250
$280
$304
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE B-1 UNIT PRICES
Canopy Parking Garage 250W HID
Canopy Gas Stations 250W HID
Canopy Gas Stations 400W HID
Canopy Gast Stations - Slim - 70W HID
Canopy Gast Stations - Slim - 125W HID
Canopy Gast Stations - Slim - 175W HID
Canopy Gast Stations - Slim - 250W HID
Canopy Gast Stations - Slim - 320W HID
Canopy Gast Stations - Slim - 400W HID
Shoebox
Shoebox
Area Light (Pole/Wall) 320W HID Medium Shoebox
Area Light (Pole/Wall) 400W HID Medium Shoebox
Area Light (Pole/Wall) 400W HID Large Shoebox
Area Light (Pole/Wall) 500W HID Large Shoebox
Area Light (Pole/Wall) 600W HID Large Shoebox
Area Light (Pole/Wall) 750W HID Large Shoebox
Area Light (Pole/Wall) 175W HID Medium Cobra
Area Light (Pole/Wall) 250W HID Medium Cobra
Area Light (Pole/Wall) 400W HID Medium Cobra
Area Light (Pole/Wall) 500W HID Large Cobra
Area Light (Pole/Wall) 750W HID Large Cobra
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
Fixture
$266
$279
$638
$350
$395
$396
$327
$599
$637
$665
$676
$717
$759
$759
$985
$985
$985
$654
$687
$757
$985
$985
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE B-2 PROFORMA BUDGET
Site Visit & Program Presentation Audit
Completed Project Administration Project
Wall Pack 70W MH Replacement Fixture
Wall Pack 100W MH Replacement Fixture
Wall Pack 150W MH Replacement Fixture
Wall Pack 175W MH Replacement Fixture
Wall Pack 250W MH Replacement Fixture
Wall Pack 400W MH Replacement Fixture
Wall Pack 70W MH Replacement
w/Photocell Fixture
Wall Pack 100W MH Replacement
w/Photocell Fixture
Wall Pack 150W MH Replacement
w/Photocell Fixture
Wall Pack 175W MH Replacement
w/Photocell Fixture
Wall Pack 250W MH Replacement
w/Photocell Fixture
Wall Pack 400W MH Replacement
w/Photocell Fixture
HID - Screw-in Base 70W Replacement Retrofit
HID - Screw-in Base 100W
Replacement Retrofit
HID - Screw-in Base 125W
Replacement Retrofit
HID - Screw-in Base 150W
Replacement Retrofit
HID - Screw-in Base 175W
Replacement Retrofit
HID - Screw-in Base 250W
Replacement Retrofit
HID - Screw-in Base 600W
Replacement Retrofit
HID - Screw-in Base 700W
Replacement Retrofit
HID -Retrofit Kit w/Driver 400W
Replacement Retrofit Kit
Amendment No. 1 to Agreement/Efficiency Services Group, LLC RPM 1 0/?~/?019
$100 1,524.000
$375 152.400
$285 48.768
$285 1.524
$285 1.524
$320 62.484
$383 76.200
$519 30.480
$293 53.340
$293 1.524
$316 307.848
$350 94.488
$383 76.200
$560 45.720
$147 30.000
$147 30.000
$147 61.920
$147 90.600
$190 4.572
$230 7.620
$418 3.048
$397 3.048
$413 1.524
$152,400
$57,150
$13,899 292
$434 439
$434 648
$19,995 702
$29,185 994
$15,819 1,464
$15,629 292
$447 439
$97,280 648
$33,071 702
$29,185 994
$25,603 1,464
$4,410 493
$4,410 493
$9,102 493
$13,318 493
$869 656
$1,753 882
$1,274 2,132
$1,210 2,583
$629 1,468
14,240
669
988
43,864
75,743
44,623
15,575
669
199,486
66,331
75,743
66,934
14,790
14,790
30,527
44,666
2,999
6,721
6,498
7,873
2,237
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE B-2 PROFORMA BUDGET
HID - Retrofit Kit w/Driver 600W
Replacement Retrofit Kit $445
HID - Retrofit Kit w/Driver 700W
Replacement Retrofit Kit $572
HID - Retrofit Kit w/Driver 900W
Replacement Retrofit Kit $742
HID - Retrofit Kit w/Driver 1 OOOW
Replacement Retrofit Kit $990
Canopy Parking Garage 70W HID Fixture $240
Canopy Parking Garage 125W HID Fixture $250
Canopy Parking Garage 150W HID Fixture $280
Canopy Parking Garage 175-250W HID Fixture $304
Canopy Parking Garage 250W HID Fixture $266
Canopy Gas Stations 250W HID Fixture $279
Canopy Gas Stations 400W HID Fixture $638
Canopy Gast Stations - Slim - 70W HID Fixture $350
Canopy Gast Stations - Slim - 125W
HID Fixture $395
Canopy Gast Stations - Slim - 175W
HID Fixture $396
Canopy Gast Stations - Slim - 250W
HID Fixture $327
Canopy Gast Stations - Slim - 320W
HID Fixture $599
Canopy Gast Stations - Slim - 400W
HID Fixture $637
Area Light (Pole/Wall) 175W HID
Medium Shoebox Fixture $665
Area Light (Pole/Wall) 250W HID
Medium Shoebox Fixture $676
Area Light (Pole/Wall) 320W HID
Medium Shoebox Fixture $717
Area Light (Pole/Wall) 400W HID
Medium Shoebox Fixture $759
Area Light (Pole/Wall) 400W HID Large
Shoebox Fixture $759
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
1.524
1.524
1.524
15.240
1.524
15.240
0.762
0.762
38.100
22.860
3.048
1.100
1.500
39.624
1.524
1.524
3.048
76.200
121.920
15.240
30.480
45.720
$678 2,132
$872 2,583
$1,131 3,075
$15,088 3,198
$366 287
$3,810 513
$213 656
$232 615
$10,135 1,046
$6,367 882
$1,945 1,439
$385 1,440
$593 513
$15,691 697
$498 882
$913 1,128
$1,942 1,386
$50,673 533
$82,418 791
$10,927 1,091
$23,134 1,300
$34,701 1,300
3,249
3,936
4,686
48,738
437
7,811
500
469
39,834
20,151
4,386
1,584
769
27,618
1,343
1,718
4,224
40,615
96,475
16,621
39,615
59,422
AGREEMENT FOR SERVICES
AMENDMENT NO. 1 TO THE AGREEMENT FOR SERVICES
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA,
AND EFFICIENCY SERVICES GROUP, LLC
TABLE B-2 PROFORMA BUDGET
Area Light (Pole/Wall) 500W HID Large
Shoebox Fixture
Area Light (Pole/Wall) 600W HID Large
Shoebox Fixture
Area Light (Pole/Wall) 750W HID Large
Shoebox Fixture
Area Light (Pole/Wall) 175W HID
Medium Cobra Fixture
Area Light (Pole/Wall) 250W HID
Medium Cobra Fixture
Area Light (Pole/Wall) 400W HID
Medium Cobra Fixture
Area Light (Pole/Wall) 500W HID Large
Cobra Fixture
Area Light (Pole/Wall) 750W HID Large
Cobra Fixture
Amendment No. 1 to Agreement/Efficiency Services Group, LLC Rev. 10/25/2019
$985 1.524
$985 1.524
$985 1.524
$654 60.960
$687 152.400
$757 76.200
$985 1.524
$985 1.524
$1,501 1,222
$1,501 1,632
$1,501 2,214
$39,868 533
$104,699 783
$57,683 1,275
$1,501 1,451
$1,501 2,116
1,862
2,487
3,374
32,492
119,344
97,163
2,212
3,224