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HomeMy WebLinkAboutEfficiency Services Group, LLC 2006-08-29; Amendment 9 2024-12-30 COU 1415-145-A9 CITY OF UKIAH AMENDMENT NO.9 TO PROFESSIONAL SERVICES CONTRACT 1415145 BETWEEN EFFICIENCY SERVICES GROUP LLC and THE CITY OF UKIAH This Amendment No. 9, entered on December 30, 2024 revises the Agreement for Professional services dated August 29, 2006 ("ESG Contract'), between the City of Ukiah and Efficiency Services Group, LLC (ESG), for professional consulting services relating to the City of Ukiah's Public Benefits Program for Assessment, Development Administration,Auditing and Energy Reporting. This Amendment No.9 adds an additional scope of work,as described in Exhibit A. Except as expressly amended by this Agreement, all other terms and conditions of the ESG agreement, and Amendment No. 1, Amendment No. 2, Amendment No. 3, Amendment No. 4, Amendment No. 5, Amendment No. 6, Amendment No. 7 and Amendment No. 8 remain unchanged and in full force and effect. IN WITNESS WHEREOF, THE PARTIES HAVE EXECUTED THIS AMENDMENT ON THE EFFECTIVE DATE: EFFICIENCY SERVICES GROUP,LLC BY: DATE: PRINT NAME: M l V-cL vt a a-- G o LA fA L 2, CITY OF UKIAH BY: �� DATE: SAGE SANGIACOMO,CITY MANAGER ATTEST BY: Kristine Lawler(Jan 13,2025 13 19 PST) DATE: 01/13/2025 KRISTINE LAWLER,CITY CLERK Attachment 3 EXHIBIT A Efficienc SERVICES GROUP RESIDENTIAL AND COMMERCIAL DIRECT INSTALL PROGRAM SCOPE OF WORK Efficiency Services Group (ESG) is pleased to present this Scope of Work to the City of Ukiah (Ukiah)for a Residential Income-Qualified (IQ) Direct Install (DI) Program (Residential IQ DI Program) and a Commercial DIY and Lighting Program (Commercial Program).The scope of work is divided into two sections below. The budget for this Scope of Work is$100,000:allocated as$30,000 for residential and $70,000 for commercial. Allocations can be adjusted with written notice from the City of Ukiah. 1. RESIDENTIAL DIRECT INSTALL PROGRAM The goal of the Residential Direct Install (DI) Program is to deliver energy savings and provide a great customer experience with Ukiah.The program will provide customers with instant savings measures, identify opportunities for additional major measures, and increase customer awareness of Ukiah's Energy Efficiency programs. In the past, this program has focused on lower-income customers who are currently participating in Ukiah's bill assistance programs. ESG proposes to expand participation to any income level on a first-come first-served.This will require participants to contact ESG to sign up for the service. The funding mechanism for this program is Ukiah's Public Benefit Fund. The Residential Direct Install Program provides all residential customers with a program that delivers instant energy savings and benefits and is not cost-restrictive for their participation. ESG recommends the installation of energy and water-saving measures to deliver real savings on customer electric, water, and sewer costs.These measures can be installed in the customer's home at no charge to them while helping Ukiah reach their energy savings goals. In addition, ESG recommends completing a snapshot audit while in the customers home. 1 Benefits ESG believes that offering this program will provide the following benefits to Ukiah: • Strengthen residential customer relationships by providing a great customer experience • Provide energy and cost savings to targeted customers • Serve customers that are not traditionally able to participate in PB programs • Collect information and site data to be used in future offerings and targeted marketing Customer Eligibility The program will be open to Ukiah residential customers. ESG will coordinate with Ukiah to finalize a strategy to approach customers and generate sign-ups for the program. Pricing The fees for the DI Program are on a per-measure-installed basis. Prices include all labor, materials and expenses associated with installation of the products and delivery of services. Fees for direct installed measures and snapshot audits are shown in the following table. Additional measures can be added to the program with prior approval. Fee per kWh Saved per Measure Cost Unit Cost Unit Unit Horne Snapshot Audit Audit $40 0 Varies based on Screw-In LEDs(DI) Lamp $18 wattage and location installed Standard Showerhead 1.5 GPM (DI) Showerhead $20 87.8 Handheld Showerhead 1.5 GPM (DI) Showerhead $30 87.8 Thermostatic Shower Valve(DI) Valve $50 72.1 Combo TSV and Showerhead 1.5 GPM(DI) Unit $70 136 Faucet Aerator(DI) Kitchen 1.5 GPM Aerator $5 71.8 Faucet Aerator(DI) Bathroom 1.0 GPM Aerator $5 81.7 Advanced Power Strips(DI) Power Strip $90 64.33 Door Sweeps(DI) Door Sweep $75 25.58 Door Sweeps(Requested Leave Behind) Door Sweep $30 12.79 Smart Thermostat(Requested Leave Behind)Google Nest Thermostat $160 57.2 Note: DI: Measures are installed by an Energy Efficiency Advisor Requested Leave Behind: Measures are left with the customer for the customer to install 2 Measure Descriptions Home Snapshot Audit While in the customer's home installing products, Energy Efficiency Advisors(EEAs)will acquire the customer demographic and site/equipment data,which will help develop and market programs. LED Lamps (screw-in based) All LED lamps, reflectors,globes,and candelabras offered in the program will be UL-listed and ENERGY STAR-certified. Advanced Power Strips Advanced Power Strips (APS) utilize infrared, motion detection, and load sensing paired with a configurable countdown timer to manage both active and standby power loads for controlled devices connected to the device. If the timer is not reset by activity, the power strip turns off power to that connected device eliminating its "phantom"or standby power usage. High-Performance Showerheads High-performance showerheads reduce the amount of water used to shower, saving costs on water, sewer, and energy. Only customers with electric water heating will qualify for this measure. Thermostatic Shower Valves Thermostatic shower valves are designed to reduce water and energy waste by reducing the water flow of a shower to a trickle once the water reaches 95 degrees.This prevents the waste that occurs when people leave the shower running to get warm before they get in. Thermostatic Shower Valve and Showerhead Combination This unit combines the valve and high-performance 1.5 gallons per minute showerhead. This is available to homes with electric water heaters only. Faucet Aerators High-performance aerators reduce the flow rate of water without compromising on pressure, which means less water is heated and used overall.This reduction in hot water usage directly translates to lower energy consumption, as less energy is needed to heat the water. Only homes with electric hot water will qualify. Door Sweeps Adding door sweeps to exterior doors with air gaps is an effective way to reduce energy waste. Door sweeps seal the gap between the bottom of the door and the threshold, preventing drafts from entering and conditioned air from escaping.This helps maintain a consistent indoor temperature, reducing the need for heating and cooling systems to work harder.As a result,you can save on energy costs and improve the overall efficiency of your home. Plus, door sweeps can also help keep out dust, insects, and noise, making homes more comfortable. Smart Thermostats Replacing programmable and manual thermostats with smart thermostats is a great way to save energy. Smart thermostats learn your schedule and preferences, automatically adjusting the temperature to 3 optimize energy use.They can detect when you're home or away and adjust the settings accordingly, thereby ensuring you're not heating or cooling an empty house. Professional Installations All DI services will be performed by experienced staff, with an emphasis on providing a great customer experience. Customer Satisfaction The program is designed to be easy for customers to participate in, and all staff are focused on providing a great customer experience. ESG and our partners understand the importance of emphasizing to the customer that the program is coming from Ukiah and using the program experience to help Ukiah build and strengthen its relationships with its customers. Reporting and Invoicing ESG thoroughly understands the SB1037 reporting requirements for utility energy efficiency programs. DI program activity will be included in Ukiah's monthly EE program reports. Marketing Activities ESG will work with Ukiah to develop marketing materials for the Residential Program.This may include a letter informing the customers about the Residential Program and requesting that they call in to schedule an appointment,a flyer discussing the benefits of the measures installed, and any other promotional materials as agreed upon to be distributed by the EEAs. Implementation Partner ESG will serve as the program administrator. We plan to utilize RD Energy Solutions in the implementation of the program. ESG has had a relationship with this partner for several years and has successfully delivered utility programs with them. RD Energy Solutions is the installation partner for our commercial and residential direct install programs. ESG and RD have partnered to implement EE programs for over twenty utilities in California and the Northwest. RD will perform the following tasks: • Contacting customers to schedule DI visits • Ordering product needed to complete DI installs • Installing DI measures • Entering DI activity for each home served • Providing all DI measure install data to ESG for each home served Payment Schedule ESG will submit invoices to Ukiah monthly, accompanied by detailed reports on services performed for each customer served. ESG's payment terms are Net 20 days. If an invoice error is identified by Ukiah, a corrected invoice will be submitted by ESG within five business days of receiving notification from Ukiah. 4 2. COMMERCIAL DIY LIGHTING PROGRAM The goal of the Commercial DIY Lighting Program is to help business customers upgrade their inefficient lighting. The Program is designed to have a focused, efficient approach to helping customers upgrade their lighting. 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. ESG verifies the installation of all LED fixtures before invoicing Ukiah.The program has proven to effectively persuade some customers to pay for the installation that would otherwise not participate in Ukiah's standard lighting program. ESG believes that the Program will provide the opportunity for Ukiah to: • Continue to strengthen and build on the relationships established with customers through the standard rebate program • Afford significant energy and cost savings to targeted customers • Reduce customer maintenance costs and increase customer security • Contribute savings toward AB2021 targets Mix of Measures The Program includes options for LED upgrades to existing exterior and interior fixtures.The Program will include the following measures: • LED Screw-In Base Retrofit Lamps: Screw directly into existing screw-in base HID fixtures. Requires rewiring the fixture to bypass the existing ballast. • LED Canopy Lighting: Replace existing HID fixtures commonly found in gas station island canopies and building overhangs. • LED Pole/Wall Lighting: LED Shoebox and Cobra head fixtures replace existing HID fixtures commonly found throughout commercial parking lots, roadways,auto dealerships, and building perimeters. • LED Wall packs: replace pre-existing HID wall packs found on commercial buildings. • LED Commercial New Fixture replacements for existing TS/T8/T12 fluorescent lighting,such as wraparounds, strip/channels,troffers, etc. • LED Retrofit Lamps and Ballasts to replace existing T8/T12 fluorescent lighting,while keeping the original housing in place and replacing only the internal lamps and ballasts. Subscribing the Program Energy Efficiency Advisors (EEAs)visit customer sites, explain the program, and encourage the customer to participate. During customer site visits, the EEA will: • Ask to talk with the decision-maker. • Explain the Program offer to the customer. • Encourage the customer to agree to install/upgrade their lighting with LEDs. 5 • If the customer agrees,verify the quantity and type of fixtures or upgrade kits needed for the lights. 0 Schedule follow-up visits with the customer to deliver the LED lighting equipment and schedule installations. 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 will provide the customer with an installation deadline. ESG has learned through experience that it can take several contacts with a customer and can be a time- intensive task to get them ready to take delivery of LED lighting equipment for installation. EEAs have demonstrated the persistence needed to accomplish this task.Additionally, offering interior T8/T12 LED installations will help motivate the customer. Please note that kWh and demand kW savings vary based on existing/replacement wattage, location,as well as time of use. Measure Descriptions Site Visit&Program Presentation $100.00 Completed Project Administration $375.00 Fluorescent CFL Pin Base 13W-45W _ $33.00 CFL/Incandescent Edison 13W-100W $18.00 4',2-Lamp T8 $126.50 4',3-Lamp 18 $230.00 4',4-Lamp TS $276.00 2', 2-Lamp T12 $120.75 3', 2-Lamp T12 $80.50 4', 1-Lamp T12 $97.75 4', 2-Lamp T12 $172.50 4', 3-Lamp T12 $270.08 4',4-Lamp T12 $276.51 8', 1-Lamp T8 $51.75 8', 1-Lamp T8, HO $115.00 8', 2-Lamp T8 $189.75 8', 2-Lamp T8, HO $189.75 8', 1-Lamp T12 $218.50 8', 1-Lamp T12, HO $241.50 8',2-Lamp T12 $371.80 8',2-Lamp T12, HO $451.29 4',2-Lamp T5, HO _ $230.00 4',4-Lamp T5, HO $403.36 4', 6-Larne T5, HO $374.08 Metal halide, (1) 15OW lamp $320.55 Metal halide, (1) 175W lamp $354.84 Metal halide, (1)25OW lamp $388.33 Metal halide, (1)40OW lamp $417.98 Metal halide, (1)750W lamp $476.43 Metal halide, (1) 1000W lamp $605.05 Wall Pack 70W MH $293.00 Wall Pack 10OW MH $293.00 Wall Pack 150W MH $316.00 Wall Pack 175W MH $350.00 Wall Pack 250W MH $383.00 Wall Pack 40OW MH $560.00 HID- Ballast Bypass 70 Watt _ _ $163.00 HID- Ballast Bypass 100 Watt $188.00 HID- Ballast Bypass 150 Watt $188.00 HID- Ballast Bypass 175 Watt $213.00 HID- Ballast Bypass 250 Watt _ $383.00 HID- Ballast Bypass 400 Watt $413.00 HID- Ballast Bypass 750 Watt $475.00 HID- Retrofit Kit w/Driver 750 Watt $572.00 HID- Ballast Bypass 1000 Watt $655.00 HID- Retrofit Kit w/Driver 1000 Watt $700.00 Canopy Parking/Perimeter 70W HID $240.00 Canopy Parking/Perimeter 10OW HID $240.00 Canopy Parking/Perimeter 150W HID $280.00 Canopy Parking/Perimeter 175W HID $304.00 Canopy Parking/Perimeter 25OW HID $327,00 Canopy Parking/Perimeter 40OW HID $520.00 Canopy Gas Stations 175W HID $396.00 Canopy Gas Stations 250W HID $425.00 Canopy Gas Stations 32OW HID $599.00 Canopy Gas Stations 40OW HID $638.00 Area Light (Pole/Wall) 150W HID $490.00 Area Light (Pole/Wall) 175W HID $665.00 Area Light (Pole/Wall) 250W HID $687.00 Area Light(Pole/Wall) 40OW HID _ $770.00 Area Light(Pole/Wall) 750W HID $985.00 Area Light (Pole/Wall) 1000W HID $985.00 7 Customer Satisfaction A final verification inspection will be performed on all completed projects. During the final visit, the EEA will ensure that any customer questions or concerns are addressed and resolved before closing the project and invoicing Ukiah. ESG understands the importance of emphasizing to the customer that the program is coming from Ukiah and using the program experience to help Ukiah build and strengthen its relationships with its customers. Reporting and Invoicing ESG thoroughly understands the CEC reporting requirements for utility energy efficiency programs. Because of this, ESG can generate complete and accurate activity reports and invoice formats that make it easy for Ukiah to track budgets, and program expenses, and report program results to the CEC. ESG will prepare monthly activity reports and invoices as required by Ukiah. Program Administration ESG will provide complete program administration, including: • Program development(product selection, marketing materials,customer outreach) • Customer service/support • Delivery of LED lighting equipment • Warranty information • Reporting/invoicing • CEC compliance support Incentive Structure Interior and exterior LED fixtures/lamps will be provided at no cost to the customer.The customer will be responsible for their installation (either maintenance staff or hiring an electrician). Pricing ESG's fees for this program include: • A fee for marketing and presenting the program offer to each customer • A program subscription/administration fee for projects completed in the program • Cost per fixture/lamp installed Program fees cover all costs, including program development activities, marketing/outreach, labor, materials (including mounting hardware and photocells), state sales tax, travel expenses and admin/overhead. If needed, additional measures can be added with prior approval by Ukiah. Energy Savings Energy savings values for all measures are based on calculations based on pre/post wattages, assumes exterior fixtures are on all night and fluorescent fixtures are on a minimum of 8 hours per day. Based on quantities per business in other programs, ESG estimates 80,000 kWh per$50,000 of program budget. 8 Strategic Partners ESG will serve as the program administrator.We plan partner with RD Energy Solutions of 7333 SE Ellis St, Portland OR on the implementation of the program. ESG has had a relationship with this partner for over ten years and has successfully delivered utility programs with them; including the Residential Direct Install Program for Ukiah. Marketing Activities ESG will work with Ukiah to develop/assemble any program or marketing collateral Ukiah would like presented to the customers during the EEAs visit.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. Payment Schedule ESG will submit invoices to Ukiah monthly, accompanied by detailed reports showing each site visited and work performed at each customer/business site. ESG's payment terms are net 30 days. If an invoice error is identified by Ukiah, a corrected invoice will be submitted by ESG within five business days of receiving notification from Ukiah. 9