AMENDED STATEMENT OF WORK FOR EV CHARGING OUTREACH AND TECHNICAL
ASSISTANCE FOR SILICON VALLEY POWER
1. Statement of Work. THIS AMENDED STATEMENT OF WORK FOR ELECTRIC VEHICLE (“EV”)
CHARGING OUTREACH AND TECHNICAL ASSISTANCE 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”), dated December 18, 2020 (the “Agreement”), as amended.
Capitalized terms not defined in this SOW are as defined in the Agreement. This SOW supersedes the previous statement of work attached to Confirmation No. 0236 dated 1/24/2024.
2. General Scope. As required in the Agreement, this SOW defines the Services. The Parties intend for CLEAResult to perform electrification education and technical assistance 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 Contracts Code.
3. Term. The term of this SOW is from the date of signature by CLEAResult on a purchase order issued by NCPA (“Purchase Order”) (“the Effective Date”) through December 17, 2025.
4. Budget. The budget for this SOW is not-to-exceed (“NTE”) $606,453.00. The tables below provide the estimated budget per task. 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.
Table 1. EV Charging Infrastructure Technical Assistance (Extension) Task No. Task Name Budget
1.1 Strategy & Program Management $50,000
1.2 Marketing, Outreach & Education $80,000
1.3 EV Site Assessments $170,378
1.4 Vendor & Trade Ally Management $17,438
1.5 Installation Support $57,657
Total $375,473
Table 2. Electrification Education – Electrification Assessments (Extension) Task No. Task Name Budget
2.1 Program Management $14,850
2.2 Up to 100 Home Electrification Assessments $27,400
Total $42,250
Table 3. Electrification Education – Fleet Electrification and Fleet Cohort Task No. Task Name Budget
3.1 Fleet Market Assessment and Outreach $12,500
3.2 City of Santa Clara Fleet Electrification Plan Refresh $38,280
3.3 Fleet Electrification Cohort (up to 7 fleets) $89,950 Total $140,730
Table 4. ChooseEV Online Customer Engagement Tools
Task No. Task Name Budget
4.1 Commercial Fleet Tools & Services (through
December 17, 2025)
$48,000
Total $48,000
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
b. Any multifamily property with more than 50 dwelling units iv. Small business customer – Any non- multifamily, business service address with maximum annual electric demand <= 200 kW
v. Large business customer – Any non- multifamily, business service address with maximum annual electric demand > 200 kW
Table 5. EV Charging Infrastructure Technical Assistance (Extension) – Client Fee
Activity
12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
1.3 EV Site Assessment - Small
multifamily customer $2,100 $2,163 $2,228 $2,295 $2,364
1.3 EV Site Assessment - Medium
multifamily customer $2,750 $2,833 $2,917 $3,005 $3,095
1.3 EV Site Assessment - Large
multifamily customer (a) $4,000 $4,120 $4,244 $4,371 $4,502
1.3 EV Site Assessment - Large
multifamily customer (b) $3,750 $3,863 $3,978 $4,098 $4,221
1.3 EV Site Assessment - Small
business customer $2,300 $2,369 $2,440 $2,513 $2,589
1.3 EV Site Assessment - Large
business customer $3,750 $3,863 $3,978 $4,098 $4,221
Table 6. EV Charging Infrastructure Technical Assistance (Extension) – Customer Copay
Activity 12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
1.3 EV Site Assessment - Small
multifamily customer
$0 $0 $0 $0 $0
1.3 EV Site Assessment - Medium
multifamily customer
$0 $0 $0 $0 $0
1.3 EV Site Assessment - Large
multifamily customer (a)
$0 $0 $0 $0 $0
1.3 EV Site Assessment - Large
multifamily customer (b)
$250 $250 $250 $250 $250
1.3 EV Site Assessment - Small
business customer
$0 $0 $0 $0 $0
1.3 EV Site Assessment - Large
business customer
$250 $250 $250 $250 $250
Table 7. Electrification Education – Electrification Assessments (Extension) – Client Fee Activity
12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
2.2. Home Electrification Survey - In-
Person* $350 $361 $371 $382 $394
2.2. Home Electrification Survey - Virtual $250 $258 $265 $273 $281 * CLEAResult will follow all applicable federal, state, and local health guidelines regarding in-person events.
Table 8. Electrification Education – Electrification Assessments (Extension) – Customer Copay Activity
12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
2.2. Home Electrification Survey - In-
Person* $50 $50 $50 $50 $50
2.2. Home Electrification Survey - Virtual $50 $50 $50 $50 $50 * CLEAResult will follow all applicable federal, state, and local health guidelines regarding in-person events.
Table 9. Electrification Education – Fleet Electrification and Fleet Cohort Activity Client Fee
3.1 Fleet Market Assessment & Outreach $12,500
3.2 City of Santa Clara Fleet Electrification Plan Refresh $38,280
3.3 Fleet Electrification Cohort, per fleet $12,850
Table 10. ChooseEV Online Customer Engagement Tools
Activity
Rate (Through
End Date)
4.1 Commercial / Fleet Tools & Services $48,000
Table 11. Time & Materials Hourly Rates
Activity
12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
Director $201 $207 $213 $220 $226
Sr. Manager $165 $170 $175 $180 $186
Manager $131 $135 $139 $143 $147
Program Analyst $100 $103 $106 $109 $113
Account Manager $118 $122 $125 $129 $133
Sr. Energy Advisor $96 $99 $102 $105 $108
Activity
12/18/20 –
12/17/21
12/18/21 –
12/17/22
12/18/22 –
12/17/23
12/18/23 –
12/17/24
12/18/24 –
12/17/25
Energy Advisor $76 $78 $81 $83 $86
Sr. Engineer $177 $182 $188 $193 $199
Engineer $136 $140 $144 $149 $153
Sr. Designer $116 $119 $123 $127 $131
Incentive Processor $57 $59 $60 $62 $64
Contact Center Representative $45 $46 $48 $49 $51
Estimated Direct Expenses
Marketing, Email, Digital, Printing (billed
at cost)
$5,000.00
CLEAResult will provide NCPA with itemized invoices for services each period by Task No., and in accordance with the terms of the Agreement.
B. Payment. NCPA will make payment in accordance with the terms of the Agreement.
5. SVP Obligations.
a. Review and approval of program documents and marketing collateral b. Customer account information for program marketing and outreach c. Electricity consumption data for customers participating in the program d. Upon request, consultation with principal estimator on EV projects with likely distribution upgrade needs
e. Enter a Subscription Agreement for the ChooseEV Online Customer Engagement Tools, as required in the Agreement
f. Supply previously developed fleet electrification plan as basis for refresh
6. Tasks. CLEAResult shall perform the following:
a. Task 1: EV charging Infrastructure Technical Assistance Task Description Due Date
1.1 Strategy &
Program
Management
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 guidelines (“ Marketing Collateral ”). All collateral developed for the program belongs to Silicon Valley Power.
e. Provide content calendar, approved outreach language, graphics 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
Ongoing
1.2 Marketing,
Outreach &
Education
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
Ongoing
Task Description Due Date
1.3 EV Site
Assessments
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 customer preference, and collect information about the location, 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
Ongoing, with
customer
solutions
delivered within
30 days of site
assessment
1.4 Vendor &
Trade Ally
Management
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 performance issues by Trade Ally training or disciplinary action, which may include removal from the Trade Ally list
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
Ongoing
1.5 Installation
Support
a. Provide customer list of Trade Allies (defined below) to perform installation
b. Assist customers with the process of requesting and reviewing bids from Trade Allies or customers own identified contractors c. Review design documents when requested by customer to confirm alignment with scope and identify potential issues and make cost - saving recommendations
d. Engage with the customer and selected installation contractor as needed throughout installation to address questions and troubleshoot installation or permitting issues
e. Upon completion, verify proper charger installation and commissioning of the chargers and evaluate customer satisfaction with the project Ongoing
b. Task 2: Electrification Education – Electrification Assessments Task Description Due Date
2.1 Program
Management
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)
Ongoing
2.2 Home
Electrification
Assessments
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
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.
c. Task 3: Electrification Education – Fleet Electrification and Fleet Cohort Task Description Due Date
3.1 Fleet Market
Assessment
and Outreach
a. Identification and segmentation of fleets in Company’s service territory, with estimates of potential electricity use (kWh and kW) presented as a Microsoft PowerBI map and database
b. Outreach to prioritized customers to enroll up to 7 fleet owners/managers in a Fleet Electrification Cohort
Database access
within 6 weeks of the
Effective Date
3.2 City of Santa
Clara Fleet
Electrification
Plan Refresh
a. Participation in a Fleet Electrification Cohort, as described in Task
1.3 b. Goal Refresh and Stakeholder Engagement
c. Vehicle Replacement Plan Refresh
d. Charging Infrastructure Scope Refresh
e. Funding Sources Refresh
f. Total Cost of Ownership (TCO) and Emissions Refresh
g. Fleet Electrification Plan Report Refresh
Plan Refresh
completed within 4
weeks of Effective
Date
3.3 Fleet
Electrification
Cohort
a. Deliver up to six, interactive, virtual workshops, 90 minutes in length
b. Provide participants with these tools and templates to complete a fleet electrification roadmap
c. Provide participants one-on-one support with troubleshooting, questions, and analysis
d. EV Site Assessments, where applicable, to be provided under Task 1
Cohort completed by
9/30/2025
d. Task 4: ChooseEV Online Customer Engagement Tools
Task Description Due Date
4.1 Commercial /
Fleet Tools &
Services
a. Electric Vehicle Fleet ("EV”) Benefits Landing Page
b. Vehicle Models & Savings
c. Advanced Fleet Conversion Savings Estimator & Charging Planner d. Simple Fleet Conversion Savings Estimator & Charging Planner e. EV & Plug-in Hybrid Electric Vehicle (PHEV) Model Review Tool f. Commercial Charging Equipment Review Tool
g. Tax Credits and Incentives
h. Case Studies
Configuration within
4 weeks of the
Effective Date