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HomeMy WebLinkAbout2010-009 1 RESOLUTION NO. 2010-9 2 3 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO CONSENTING TO AND RATIFYING SUBMISSION OF A GRANT APPLICATION TO THE CALIFORNIA ENERGY COMMISSION FOR STATE ENERGY PROGRAM FUNDS 4 5 6 WHEREAS, the Mayor and Common Council of the City of San Bernardino ("Council") 7 recognizes that it is in the interest of the regional, state, and national economy to stimulate the 8 economy; create and retain jobs; reduce fossil fuel emissions; and reduce total energy usage and 9 improve energy efficiency within our jurisdiction; and 10 WHEREAS, the State Energy Program ("SEP") Funds are available through the California 11 Energy Commission for grants to eligible local governments for cost-effective energy efficiency 12 projects; and 13 WHEREAS, the City of San Bernardino is eligible for SEP funding through the California 14 Energy Commission. 15 NOW, THEREFORE, IT IS HEREBY RESOLVED, DETERMINED AND ORDERED BY 16 TilE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, AS 17 FOLLOWS: 18 Section 1. The Council hereby finds and deternlines that the facts and circumstances set 19 forth in the Recitals hereof are true and correct in all respects. 20 Section 2. The Council hereby consents to and ratifies submittal of a SEP Grant Funds 21 application to the State of California as the same is on file with the City Clerk and further approves 22 and authorizes the Redevelopment Agency of the City of San Bernardino ("Agency") as the sub- 23 recipient for the use and administration of the SEP Grant Funds. 24 Section 3. This Resolution shall take effect upon its adoption and execution in the manner 25 as required by the City Charter. 26 / / / 27 / / / 28 / / / P:\Agcndas\Resolutions\RciIOlulions\2010101.]9-10 California Energy Commission MCC Rcso.doc 1 2 3 4 5 2010-9 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO CONSENTING TO AND RATIFYING SUBMISSION OF A GRANT APPLICATION TO THE CALIFORNIA ENERGY COMMISSION FOR STATE ENERGY PROGRAM FUNDS Common Council of the City of San Bernardino at a joint regular I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Q~tj hC0~ Rac I G. Clark, CIty Clerk -rw 18 The foregoing Resolution is hereby approved this d-O "'(jay of January 16 17 19 20 21 22 Approved as to Form: 23 24 By: 25 26 27 28 James F. Penman, City Attorney 2 P:\Agendas\Resolutions\Resolutions\2010101-19-10 California Energy Commission Mer Resodoc meeting ,2010. 2010-9 " t: r " l San Bernardino Valley Dean Energy Progr.... 'f ,~ (;~1>>rnia Ener..,.. ~o..Diilisioii St~te Energy Projir"lD . PON#400-09-40t V~I~e ?: Teehnieal Progr.... ';. J..tr ~ Infor.".fj.i.~n f;~ ,...... ... ~ ... ~ ... ..,. ~ . . ... '. :: .':1 " '1'::1 ~. . "' ~"" "l,t:"" - ~ - '''rIt'L ....':1' .r,\'" ... w '.. ...... '~ ~ ~" . .,"4<0.- '_ ;:. ..f';;::~-' }',., -- "J'~i!'> < .1 - ",~,. !"'~"f .;~ ~ l' ~.,+~" ", ~ i.~. ....... ..~ ''5'" . t;\DIt:II\IAI 2010-9 California Energy Commission State Energy Program Program Opportunity Notice #400-09-401 Program Title: San Bernardino Valley Clean Energy Program Volume 2: Technical Program Proposal & Cost Information Table of Contents Program Title Page 1 Program Executive Summary Page 2 Program Design Page 4 Workforce Development & Job Creation Page 3S Energy, Peak Demand and GHG Emissions Reduction Page 36 Economically Disadvantaged Areas Page 39 Time Criticality Page 40 Program Transparency & Reporting Page 42 Program Team Qualifications & Experience Page 44 Scope of Work & Deliverables Page 46 & Appendix B Budget Forms (Exhibit A-1, B-1 & Exhibit F) Page 47 References Page 50 & Appendix D Program Cost Effectiveness Analysis Appendix A Budget Forms (B-2, B 2,1-2,4, B-3, B-3,1-3,4, B-6 and B-7) Appendix C Support Letters Appendix E Team Resume's Appendix F 2010-9 EXECUTIVE SUMMARY The City of San Bernardino, in partnership with the County of San Bernardino, City of Redlands, the Energy Coalition, Clean Energy Advocates and EnerPath, is pleased to submit this proposal to the California Energy Commission's State Energy Program - Municipal Financing Program to fund the creation of the San Bernardino Valley Clean Energy District (SBVCEDI, a Joint Powers Authority specifically created for the purposes of financing energy efficient, water conservation and renewable energy improvements to residential, commercial and industrial properties under the authority of AB 811 throughout San Bernardino County, The creation of SBVCED will allow any city within San Bernardino County to participate in the District and save significant costs in program design, judicial validation, legal fees and administrative overhead. The program is estimated to create over 4S0 new jobs throughout the region and save nearly 9,000,000 kWh over the life of the grant. SBVCED will provide property-owners access to financing, marketing, education & outreach materials, coordination of utility rebate programs and program administration for the installation of energy efficiency retrofits, water conservation improvements and renewable energy projects throughout San Bernardino County, The District will also coordinate job training activities and workforce development with existing job training centers and trade speCific programs, The goals of SBVCED are completely aligned with the goals of the Department of Energy, Increasing jobs, reducing US oil dependency through increases in energy. efficiency and deployment of renewable energy technologies, promoting economic vitality through an increase in "green jobs," and reducing green house gas emissions are all envisioned through SBVCED, Once the District is setup, it will use a market based approach that is not contingent upon sustained funding from the Federal or State government. The Program will result in significant market transformation thereby creating a demand for more "green jobs" in San Bernardino County, This approach satisfies the State requirements of focusing program efforts on market transformation initiatives and actions that align with the goals of the Department of Energy's national goals, 'The goals of the proposal are to create a Joint Powers Authority with a judicially validated AB 811 program available to every city within San Bernardino County that wishes to participate. A turn key approach is being developed to allow any jurisdiction within the boundaries of San Bernardino County to join the program without the significant costs of program development and validation. The objective of the proposal is to create the opportunity for a regional approach to energy efficiency improvements and spur economic revitalization in one of the hardest hit regions in the State of California, with an unemployment rate exceeding 14%, ) , Because of the complexity in development of such a Program, the City of San Bernardino is seeking funding to cover the cost of preparing the Program ,documentation, structuring the legal underpinnings, marketing and educational materials, Having this set-up securely established prior to offering loans to their constituents will be vital to the Program's success, The proposed use of SEP funds include: JPA establishment and documentation for future participants to join; contractual assessment area establishment; program documentation and design; program validation filing in San Bernardino County; professional staff retainers; initial operating budget for program administrators; marketing, outreach & education to residents, business owners and contractors and website development. The total estimated cost of the program is $42,140,920, The City of San Bernardino has committed $390,920 of its Energy Efficiency & Conservation Block Grant funds towards this proposal and the development of SBVCED, Additionally, it is anticipated that an initial bond sale of $39,000,000 will be offered to finance the actual installation of energy efficiency, water conservation and renewable energy projects, The Program will 2 offer residential loans ranging from $5,000 up to $60,000 and commercial loans ranging from $7,500 to $100,000 with the ability to loan higher amounts after analysis on a case by case basis, The Program anticipates funding 2,145 loans with the initial $39,000,000, but with a population of over 2,000,000 in San Bernardino County and over 340,000 owner occupied homes and close to 40,000 businesses it is anticipated that the initial $39,000,000 bond issuance will be the first of many to satisfy the demand, Based on the Council of Economic Advisor's Estimates of Job Creation from the American Recovery and Reinvestment Act of 2009, the total number of jobs created using all SEP funding, EECBG funding and leveraged funds from the issuance of mini bonds is estimated at approximately 4S8 newly created direct jobs. As the program matures and grows, and as more mini bonds are issued, the total number of jobs will continue to grow even after all of the SEP funding has been expended, For every $20 million bond issuance, there are an estimated 217 jobscreated, The San Bernardino Valley Clean Energy Program will save 8,709,000 kWh and 109,350 therms, generating 100,106,451,000 BTUs through March 2012, The total 8,7 million kWh energy savings represent an average 36% energy reduction in kWh for all loan applications, Solar projects are conservatively estimated to average 75% in energy savings and non-solar energy efficiency products (HVAC, windows, duct and insulation, etc,) are expected to produce 20% in energy savings, Based on a 30%/70% mix of solar and energy efficiency loans, total solar energy savings account for over half of the total energy savings, Additionally, the solar loans include the 10% minimum energy efficiency requirement. The energy efficiency energy savings were analyzed per product category based on available data sources such as Database for Energy Efficiency Resources (DEER), California Energy Commission Consumer Energy Center, Energy Star, and published consultant reports, loans are expected to be distributed 2,000 to Residential and 145 commercial customers based on 1,0% and ,4% market penetration respectively for each segment. Additional energy savings will be generated from home energy surveys and installation of Tier 1 measures, primarily CFLS, low flow faucet aerators and showerheads, The proposal includes energy savings from 5,000 Tier 1 homes totaling 910,000 kWh and 60,000 therms, Through a partnership with the San Bernardino Community College District Center for Excellence and their California Clean Energy Workforce Training Program, the proposed program will assist in the training and placement of hundreds of newly trained workers, This training will occur in four key areas: 1) Building Performance Retrofitting Specialists, 2) Energy Auditors or Home Energy Raters, 3) Resource Conservation or Energy Efficiency Managers, and 4) Solar PV/Thermal Installers. Center of Excellence research indicates these key occupations have a 3-year projected growth totaling over 1,470 additional jobs within the region. Additionally, by putting the structure in place for financing energy efficient, water conservation and renewable energy improvements, this region will create a market for the associated services and products related to the projects to be funded by SBVCED, SBVCED will essentially create a new economic market for San Bernardino County. 3 2010-9 PROGRAM DESIGN Financing Plan Provide the financing plan for the proposed program. The financing plan must, at a minimum, answer the following questions. If this Information Is not yet available, answer the questions to the extent possible and Include both a discussion of what will be done to complete the answers and an estimated schedule of when this information will be available. The San Bernardino Valley Clean Energy District (the "Program" or "District") will utilize an established municipal financing structure to enable ongoing expansion and funding of the Program. This tool is a Joint Powers Authority (JPA) and will be one of the initial formation steps taken in the establishment of the Program. The Cities of San Bernardino and Redlands and the County of San Bernardino have agreed to participate in the formation of this JPA, Additional cities, counties, and other authorized jurisdictions will have the ability to join the jPA for funding purposes in the future through passage of a resolution acknowledging the JPA and its funding provisions for their respective inclusion in the Program, The JPA is a separate legal entity, thus providing assurance to all participating municipalities that they will carry no liability or obligation for any debt repayment for participant loans made through the Program, Funding will be sec~red through Marks-Roos bonds, issued by the jPA, secured by the individual borrowers' contractual assessments, and sold to a lender/investor. The jPA will be the conduit for all financing established through the Program. The Program Financial Advisor will use the JPA to administer all debt issuance and direct lending needed by the Program, The anticipated lending facility will be a revolving loan fund that initially provides funding from a private source (pension fund, managed fund, or private equity). From time to time, this fund will be replenished through the infusion of new monies either from bond financing or additional direct lenders, Repayments to the fund will provide assurance to lenders and investors that the fund is sustainable and properly secured, Furthermore, the jPA will establish a common reserve fund to enhance the credit of all the underlying obligations, The financing team is currently in negotiations with several direct lenders to establish such a revolving fund. It is anticipated that this fund will be made available as a lending contract to the JPA for purchase of Marks-Roos bonds as they are originated by property owners and sold to the JPA as contractual assessments. This structure may be illustrated as follows, Property Owner '<{ :1 . [c,~~tr~~~~ Assessment jPA ["-" '-I _ ~ar~~~~ BO~dS J ("-"'1"'" \ . I I Revo vrng ! ~ Fund ; 'I -. Bond~roceeds $ "--! \.N'~__'~~ . 14._...., ~_'..... Project Funding $ The Financial Advisor will work closely with the direct lender(s) to establish the lending criteria and debt repayment requirements, In order to maintain competitive rates to participating property owners, the revolving loan fund will have the ability to receive new and reimbursement funds from bond proceeds as well as from direct lenders, .._- --.1 (----_._-'-_...,...~\ --..---- i Revolving ;"- -- i Fund ~------------------------------ l. .__. '" _ ,/~'-,_", '" ", Private Capital Muni Bond Proceeds Loan Repayments 4 1. Will the bidder contract with a bank or other lender to issue financing for each property owner? The Program, through the JPA, will secure mini-bonds with contractual assessments from property owners. These mini-bonds will be purchased by the JPA from funds provided by the revolving loan fund. The revolving loan fund will provide funding for all loans purchased by the JPA subject to conformity with established Program loan processes and procedures, The revolving loan fund will be allowed to receive funds from multiple sources in order to provide ongoing funding for the purchase of mini-bonds from the JPA, Initial funding will be established from a private lender or lenders that agree to fund an initial loan fund of $39 million, Future infusions of cash may be received from publicly offered bond proceeds; replenishment of original direct lender(s} capacity based their sale of aggregated mini-bonds, new or additional contracts from direct lenders, and loan repayments from contractual assessment collections, 2. What Is the status of the Bidder's financial commitments with lenders regarding the proposed program? The Program is in discussion with several potential direct lenders and expects to have a commitment of $39 million to initially fund the revolving loan, A formal commitment cannot be made until the JPA is created, individual contractual assessment authority is established, and all related program documents are in place, However, the commitment of the lenders/investors is to work with the team to secure funds on an initial and ongoing basis. The attached support letter from Regent Capital Group is evidence that private capital groups are interested in participating in the proposed Program. The Program will seek a rating from Standard & Poor's to the extent that bonds are issued, This will be done with the expectation of an "A" category rating after further discussion with the rating agency and, hopefully, establishment of rating criteria. This expectation is based on the strength of a voluntary tax lien security, reasonable underwriting criteria, and experienced Program management, The voluntary tax lien placement is standard for these AS 811 Programs and will require notarized signature(s) of property owner(s) on which the lien and improvements are being placed, Loan approval will be based upon reasonable underwriting criteria expected to be at a minimum: (i) Title verification of property owner (ii) Current on property taxes (Hi) Current on mortgage payments (iv) Reasonable loan to value ratio based upon lender underwriting standards (vi) Improvements qualified for loan (vii) Improvements verified complete prior to funding (viii) Validation action of all funding documents prior to commencement of lending (ix) No outstanding property liens Assuming an initial revolving loan authorization from direct lenders of $39 million, the intention would be to issue bonds, or seek additk nal direct lending capacit" when the revolving loan facility has committed $31.2 million, or 80% of its availa~ ' amounts, in order to ha' an additional funding amounts secured before the fund is entirely depleted, 5 2010-9 3. For financing offered to property owners: The financing team will structure each contract with direct lender(s) (i.e, warehouse line of credit) or bond purchase agreement to provide the lowest cost and greatest flexibility to property owners based upon available market rates and conditions. Because of the currently limited access to credit enhancement, the Program intends to self-fund a reserve account for each individual mini-bond, in an amount equivalent to one year's payment of principal and interest, This amount will be held by a third party trustee, will earn interest, and will be used to offset any payment shortage from the pooled mini-bonds, This common reserve feature will provide security for the entire revolving loan fund and will grow over time with the origination of additional loans and interest earnings, Property owners will agree to a tax lien equivalent to their loan plus the reserve account in order to fund this account, Reserve fund earnings will be used to cover ongoing administrative costs of the jPA and to support expansion of the Program, Final property owner payments will be made from the reserve fund, The following illustration shows the operation of this reserve feature: Borrower: Project amount: Interest rate: Term: Reserve deposit: Total lien: Property Owner 1 $25,000 B% 20 years $2,546.31 $25,000 + $2,546.31 = $27,546.31 Similarly, depending upon the timing of the loan funding, an additional amount may be added to make debt service payments prior to the assessments being made on the tax rolls. al What interest rate will be offered to property owners? The lending rate will be subject to market conditions available at the time direct lending contracts are agreed upon and/or bonds are sold, It is anticipated that the initial funding will need to meet the goal of an all inclusive interest rate to the property owner that does not exceed 8%. b) Is the interest rate fixed or variable? Interest rates will be fixed at the time of loan funding, in order to define the debt service obligation to the property owner and establish the first year assessment for the County tax collector. The reserve fund will make the final payment of debt service amounts due. c) Will property owners be charged any fef's to apply and/or participates in the program? Yes, in order to assure intention to proceed with projects and funding, the property owners will be charged a loan application fee of $150, Similarly, there will be fees based upon individual site analysis for the preliminary and completion energy assessments, If desired, the energy assessment amounts can be rolled into the loan amount, 6 d) What are the program's minimum and maximum financing amounts? Following are the estimated Program funding parameters: Residential Commercial Loan minimum $5,000 $7,500 Loan maximum $60,000 $100,000 Maximum exceptions Subject to approval Subject to approval Partial payments allowed Subject to project Subject to project verification verification A Program oversight committee will be assembled at the JPA level to review any exceptions as identified above, e) How long is (are) the financing repayment term(s)? It is anticipated that loans will be made for terms of 5, 10 or 20 years at the discretion of the property owner, Longer and shorter durations may be available depending upon underwriting criteria and legal confirmation of useful life compliance, s. Will financing coincide with other existing or potential energy efficiency and renewable energy financial incentives (I.e. California Solar Initiative, utility rebates, and tax incentives)? Loan funding will occur upon filing of the project completion certification form. The loan application will be approved for the total project amount, less the California Solar Initiative, which is assignable to the contractor as a reduction in cost, Property owners will be allowed to borrow up to the entire amount of the project (less CSI rebate) despite eligibility for other tax benefits and utility rebates, Because these benefits are not available until project completion and may not be applicable in all circumstances, property owners will have the ability to borrow the entire amount in order to complete the desired improvements. 6. Has the bidder ever filed for bankruptcy? No. 7. What funds and resources, if any, Is the program proposing to leverage with the ARRA SEP funds? The City of San Bernardino has budgeted $390,920 of its Energy Efficiency Conservation Block Grant (EECBG) monies for Program implementation, Additionally, the City of San Bernardino will use $150,000 of funding from its Compass BluePrint award from Southern California Association of Governments (SCAG) to create a profile of all the properties in the region based upon location, size, and age, These property profiles will provide significant assistance in the targeting of properties for improvements based upon the likelihood of making transformational changes in their energy consumption, The funds for the Compass BluePrint grant are not included as leveraged funds since it is a separate project that will enhance the ability of the proposed program, The CEC SEP award amount requested will be used for Program establishment, NOT for funding to property owners, The intended usage of the ARRA SEP funds, as detailed in the Program budget will be: (i) Joint Powers Authority establishment and documentation for future participants' to join Iii) Contractual assessment area establishment for initial participating jurisdictions 7 2010-9 (iii) Program documentation A, Eligible projects definition B, Application documentation C, Processes and procedures for approval D, Contractual assessment agreements E. Contractual assessment purchase agreement F. Marks-Roos bond documents (iv) Program validation filing in San Bernardino County (v) Professional staff retainers (vi) Development of Program-specific website and with funding application tie-in (vii) Initial operating budget for Program Managers and Administrators (viii) Marketing and outreach (ix) Education module preparation and workforce tie-in 8. How does the bidder's program propose to transition to self-sufficiency after the cessation of ARRA SEP funding? ARRA SEP funding will be used only for Program establishment intentionally to create a self-sufficient Program from the start. After Program establishment all administrative and marketing costs will be covered through an incremental portion of the debt service payments made by property owners on the outstanding loans. In addition to the incremental administrative fee added to the interest rate, a portion of the interest earnings on the common reserve account will also be available for administrative and marketing expenses of the lPA, The lPA will promote the program to new jurisdictions, New jurisdictions will be able to utilize all program documents and financing after adopting resolutions to join the JPA and following all appropriate procedures to establish the contractual assessment area. Subject to legal opinion, jurisdictions outside of San Bernardino County that want to participate in the lPA established program may be required to file a separate validation action in their respective county. 8 Use for Energy Commission Funds The Energy Commission intends to use the ARRA SEP funds in a manner that will best help local governments establish or continue their municipal financing programs. Indicate which of potential uses below (multiple uses may be chosen) for Energy Commission funds are being proposed. Include a detailed description of how the ARRA funding is anticipated to improve aspects of the proposed program and increase the likelihood of its success, including but not limited to: the effect on application and other participant fees, interest rates, bond ratings, the program's general fund, leveraging of private and other funding, job creation and retention, and energy use: The funding being offered by the California Energy Commission's State Energy Program is integral for establishing the District and implementing the Program, The Program will establish and administer this innovative funding mechanism for property owners in the San Bernardino County, Such funding will enable reduced fees for resident participation, possibly promote higher bond ratings for the pertinent public agencies and can attract additional funding sources to leverage in execution of the program, This "seed money" will contribute to the success of the District at the ground level. As referenced in the previous section #7, the Program intends to use ARRA SEP funds for the comprehensive Program establishment, ARRA SEP funded tasks will include: jPA establishment and documentation, contractual assessment area creation, program documentation, program financing validation action, initial operating budget for Program managers and administrators, professional staff retainers, development of Program-specific website, marketing materials and outreach, and all other related costs associated with Program establishment. 1. Cover program start-up costs, such as legal services and financial advisor costs; As previously indicated, ARRA SEP funds will be used to cover initial Program start up costs, Using ARRA SEP funds for the initial program start up will significantly improve the ability of the Program to attract additional jurisdictions to join SBVCED, By covering the one time costs of legal services for jPA formation, program validation and program documentation, a turn key approach will be created for jurisdictions that wish to join, 2. Cover some ongoing program costs (such as staffing, market surveys, marketing and tracking and reporting energy savings); The only ongoing program costs expected to be covered by ARRA SEP funding will be staffing of the Program's main administrative office for the first two years, and ARRA reporting costs, After the ARRA funding period, the ongoing administrative operations of the Program will be supported by an incremental administrative fee to participating property owners. Because the collection of debt service payments will be at the same time as property taxes, these amounts will not accumulate or be able to pass through for administrative functioning until the Program is well underway and collecting amounts on outstanding loans, Thus the ability to fund the first two years administrative costs from ARRA funds will provide a vital bridge to long term program viability, I Years 1 .2 I Years 3 and after ARRA Funding .'--'~-"f Program Administrator: San Bernardino Economic Development Agency <0(-----=' jPA ,,-~ , Loan Repayment Admin, Fees 9 2010-9 The City of San Bernardino Economic Development Agency will serve as the Program administrator for the Program. Their role will include administration of all ARRA funds, reporting and monitoring to meet transparency requirements related to ARRA fund receipt and distribution, maintenance of business office for consumers, aggregation of energy related savings for reporting and credit as may be applicable, and other "hands-on" administrative tasks as may be defined from time to time by the Program team. 3. Home energy ratings, energy audits and the investigation phase of building commissioning projects: As an incentive to encourage initial participation in the Program, the first 2,000 Tier I energy surveys will be free to participating property owners, This contribution from ARRA funds will be equal to $lS0 per assessment for a total ARRA expenditure of $300,000, 4. Interim financing (warehouse line of credit); The Program does not intend to make any loans to property owners from the ARRA SEP funds. 5. Loan loss reserve fund; The ARRA funds. will make an initial deposit of $390,000 to the pooled reserve fund; this amount represents approximately 1% of the total anticipated loan amount for the initial round of funding. By having an initial deposit to the jPA pooled reserve fund, lenders will be assured of adequate risk offset for any delinquent payments from property owners, Additional deposits to this reserve fund will be made at the time of loan funding for each property owner, The Program design anticipates an amount between S-10% of each loan to be deposited to the reserve fund in order to continue the support strong credit ratings for the jPA pooled revolving loan fund, By creating a self-funded reserve available on an ongoing pool of diverse borrowers, the Program will have reserves that can offset the need for a Letter of Credit or Bond Insurance, Letters of credit and bond insurance are extremely difficult to receive under current market conditions, can cost as much as 4% of the initial borrowing amount with no recovery, and generally require defined 'participants prior to issuance. By self funding the reserve, all participants will benefit from the earnings on the reserve fund being able to offset future administrative, marketing and interest,costs on the outstanding loans, 6. Interest rate buy-down; The Program does not intend to buy down the interest rate, 7. Homeowner rebates (for low income homeowner or energy efficiency retrofits). The Program does not anticipate making rebates available, 10 LEVERAGED FUNDS/RESOURCES Explain what resources and funding will be actively used by the proposed program to supplement the requested ARRA SEP funding to maximize the effective delivery of all components of the program to accomplish the benefits described in the Goals and Objectives section. These may Include, but are not limited to bond sales, the general fund, direct financing from lenders, the California Solar Initiative, federal energy tax credits, and utility rebates. The San Bernardino Valley Clean Energy District Program (the "Program") will leverage multiple sources of funding. ARRA SEP funds will be used to establish the Program. Individual property owner loans will be made through the sale of mini-bonds sold to a JPA that will purchase them with funds provided either from a direct lender or bond proceeds, Loans will be made to property owners based upon completed project cost, less any rebate amounts that are available from the California Solar Initiative, or utility programs that make payments directly to the contractor that result in reduced contract costs. Property owners will be allowed to borrow up to the entire project cost without having to adjust for potential tax benefits, To the extent that the property owner will receive utility rebates directly (instead of passing through to contractor), they will be allowed to borrow amounts sufficient to pay for the completed project. This ability to borrow adequate amounts for project completion will encourage full retrofits, However, amounts recoverable within the first year will be identified and property owners will be discouraged from borrowing these amounts because of the cost of borrowing long term for a short term expense coverage, Property owners, through the energy audit component of the Program, will be made aware of all eligible rebates and tax benefits related to the proposed improvements, This is a direct benefit of the program that will be available to all audit recipients regardless of the 'evel of retrofits selected and installed, The City of San Bernardino has allocated a portion of its Energy Efficiency Conservation Block Grant (EECBG) funds to support the Program. This amount of $390,920 will be used to support Joint Powers Authority establishment and documentation, contractual assessment area establishment, Program documentation, program validation filing in San Bernardino County. marketing and outreach and professional staff retainers, Incoming cities will be encouraged to use EECBG or other city funds to support local Program marketing efforts. To the extent that incoming participants are in counties other than San Bernardino, and legal counsel determines there is a requirement for legal validation in participants' residing counties, such participants will be required to fund the validation filing in their respective county, To the extent that multiple cities or agencies from another county decide to join the JPA within the same 180 day period, the validation filing costs will be split pro-rata by population among the newly participating agencies. L 2010-9 Eligible Improvements list the Improvements eligible for funding under the proposed program. At a minimum: Include energy Improvements listed In both the Second and Third Tiers, of the California Comprehensive Residential Building Retrofit Program for residential customers as specified In Section II, Table I, of the California Comprehensive Residential Retrofit Program solicitation (note that municipal financing programs may determine that water efficiency improvements mayor may not be eligible); Residential Tier' measures are as specified in Section II, Table I of the California Comprehensive Residential Retrofit Program, The Program design strategy includes providing customers with energy efficiency introductory kit, which includes 1 low-flow showerhead (1.7Sgpm or better), 2 faucet aerators (1.Sgpm or better) and S compact fluorescent lamps (EnergyStar@ rated). Customers will be encouraged to install lamps in Dens/Offices, Hallways, Kitchens, Living Rooms and Exteriors, where usage is typically higher and thus the energy efficiency benefits are greater, Tier II measures will include: . Insulation in Attics and Un-Insulated Walls (Minimum R30 Value or Greater) EnergyStar@ Listed) . Complete Building Envelope Sealing / Weather Stripping (EnergyStar@ Guidelines) . Complete Duct Sealing (EnergyStar@ Guidelines) . Replacement of near end of useful life air conditioners and/or furnaces with CEE qualifying model - (T-24 refrigerant charge, airflow and duct sealing verification) (EnergyStar@Guidelines) . Replacement of near end of useful life water heaters with CEE model (solar water heating) . Radiant Heat Barriers (Energy Star@ Rated) . Windows Replacement (U value of ,40 or less Energy Star@ Rated) . Tankless Water Heaters - EF of .82 or higher (Energy Star@ Rated) . Ultra-High Efficiency Toilets (1.28 GPF or less) . Smart Irrigation Controllers (Energy Star@ Rated) Tier III measures will include: ' . Solar / Photovoltaic's . Geothermal Ground Source Heat Pumps In addition, the Program will offer replacement of exterior incandescent lighting with LED lighting fixtures (permanent fixture replacement), The Program will also seek out other practical measures and emerging technologies that are tested and proven as they enter the marketplace. Items, such as cool roofs, will not be included in the targeted measure installations. Tier II measures above, as well as Tier III measures, including Home Performance by Energy Star@, will be performed by specialty contractors and will be managed by EnerPath Services, Inc, EnerPath is a licensed Home Performance Contractor as recognized by the California Building Performance Contractors Association (CBPCA), 1. Provide a strategy for how the program will strongly transition towards Third Tier approaches within one year of award; and The Tier I and Tier II strategies are designed to support the goals of market transformation by making energy efficiency popular and influencing installation of Third Tier renewables for qualified homeowners. The program design combines marketing and outreach support, including in-home Tier I 12 energy assessments. This strategy will strongly influence consumers creating the opportunity for building a "trusted advisor" relationship with the homeowner with heavy emphasis on customer education, The Program will also seek out and pre-qualify contractors that can perform the various work in an effort to help support customer decisions, Often the market barrier is that customers don't know where to start or how to get started, A pre-qualified list of local contractors serving the various markets also serves the objective of creating local jobs in the respective markets, This will in turn influence and drive deeper dive investments in Tier II and 11/ energy efficiency and renewable energy measures, The Program team has developed a strategy to reach and perform 5,000 to 6,000 Tier I audits for homeowners within the first year and to build a backlog of interested consumers that will qualify for the financing element, The transitioning from Tier I assessments and measures to Tier II & III audits and implementation will ramp up quickly as a result ofthe program design. All Tier I participants will have access to a web-based SBVCED branded sustainability platform provided by EnerPath@, This web dashboard is designed achieve various objectives including management tracking of program activities, The dashboard will also assist in the program transparency and reporting requirements of collecting project performance data, . Tier I Audit Activities & Measure Kit Installations . Data Acquisition of Measure Opportunities . Tier II and Tier III Measure Installations . Historical Billing and Usage History . Display Energy Savings and Water Conservation Savings . Display Carbon Reduction . Other Miscellaneous Displays and Customer Report Information . Links to EE Related Websites, (EnergyStar@, Flex Your Power, etc,) The Tier I homeowners will be encouraged to acquire usage and billing history, which can be input on. line, and/or through other means, This strategy engages the consumer in a kind of energy social networking environment, Data acquisition for both the 12 months prior billing and usage history as well as the forward 24 months of usage history is required as a condition of financing, so all Tier II and Tier III customers will consent to providing this data, The platform will be accessed via username and password created by the customer and will be a persona' resource since data provided during the Tier I assessment will identify obvious opportunities for energy efficiency and water conservation, 50 in this regard, even customers that elect not to participate in the financing program will have access to important information that further supports the objectives of market transformation, In addition, data from both Tier II & 11/ measure installations will be leveraged so there is a common and centra' database for tracking energy savings results in an active environment. The EnerPath@ program reporting dashboard will aggregate all data so that various stakeholders can see the performance related activities, which can be sorted by view in whole or in part based on zip code and/or by sponsor city, Tier III homeowners will gain special status including recognition with goal achievement. Strong emphasis will be placed on prioritizing investments, first by making the home as efficient as possible, secondly by using clean renewable resources to become more energy independent and thirdly by doing a bel 'r job of managing the home more efficiently. 13 2010-9 , , 2. Include the permanent Improvements eligible for the Municipal and Commercial Building Targeted Measure Retrofit Program as specified in Section II of the Municipal and Commercial Building Targeted Measure Retrofit Program solicitation. The targeted measures as specified in the Municipal and Commercial Building Targeted Measure Retrofit Program, Section II, will be applied in our program to the extent that applicable measures are deployed. Our program will also target market sectors that have high usage hours such as convenience stores and restaurants since they offer the greatest potential for energy savings and sometime utilize the most capital intensive equipment. Retrofits which require permits will also be required to demonstrate the basis for efficiency improvements via calculation or deemed savings, Standard IOU Express Efficiency Measures will not be offered as part of the financing program, though customers may participate separate of the financing program. An effort will be made to integrate and promote IOU programs that serve as lead generation for the commercial financing program, Commercial The following measures shall be included as approved for this program . Occupancy Sensored Lighting Fixtures . Task Ambient Office Lighting . Refrigerated Case LED Lighting with Occupancy Sensors . Lighting Controls . Kitchen Exhaust VAV Controls . HV AC Controls with Fault Detection . HVAC Replacement Min, 14 SEER or 12EER Split System or 13 SEER or 11 EER for Packaged Systems . Windows Replacement (U value of .40 or less Energy Star@ Rated) . Tankless Water Heaters - EF of ,82 or higher (Energy Star@ Rated) . Ultra-High Efficiency Toilets (1.28 GPF or less) . Smart Irrigation Controllers (Energy Star@ Rated) . Solar / Photovoltaic's . Geothermal Ground Source Heat Pumps .. screw-in bulbs will not qualify as financeable in this Program 14 Loading Order Indicate that the proposed program requires and will offer financing for energy efficiency that will achieve at least a 10% reduction in total energy use as a condition of financing on-site solar electric or other on-site renewable generation. The 10% reduction shall be determined using the Home Energy Rating System (HERS) Phase II Index for residential buildings once HERS II-approved HERS Providers and certified HERS Raters are available In the region. Explain the method or methods that will be employed as a temporary measure to determine the 10% reduction In the absence of HERS II-approved HERS Providers and certified HERS Raters In the region covered by the proposed program. The Energy Commission may approve other methods for determining the 10% reduction as it determines necessary. The program will offer financing for on-site solar electric or other on-site renewable generation based on the condition that the residence or commercial building(s) have made additional energy efficiency improvements designed to achieve a minimum 10% reduction in total energy use, Homes and commercia' bUildings must exceed 2008 Title 24 standards for HVAC and duct systems, attic insulation, and south and west facing windows to be eligible for program financing to install solar-electric or other on-site renewable generation. If the above equipment meets 2008 Title 24 standards and a blower test has been completed within past two years, the building will be approved as adequately energy efficient and financing may be provided without reaching a 10% energy reduction threshold, The Title 24 (2008) requirements corresponding to HVAC and duct systems, attic insulation, and windows facing south and west directions as described above, will ensure that the overall energy efficiency improvements exceed the 10% minimum level, The long useful life of these energy efficiency improvements will be worthwhile investments that support the longer payback periods for renewable projects. The program has established benchmarks to be used in estimating the 10% threshold during the absence of HERS II-approved HERS Providers and certified HERS Raters, The loading order as ranked by greatest energy savings is HVAC upgrades with corresponding duct improvements, attic insulation, and windows, The program has estimated standard energy savings for the following residential improvements which will be used in approving the 10% energy savings eligibility criteria: IndividuallmDrovements that exceed 10% Energv Savings: Ene rgy Old Equi ment Savin s. HVAC U rade' SEER 10 or lower SEER 14 or hi her, EER 12+ over 10% HVAC U rade' SEER 11 SEER 160r hi her, EER 12,5+ over 10% HVAC U rade' SEER 12 SEER 17 or hi her, EER 12,5+ over 10% . Assumes Heating/Cooling accounts for at least 35% ohotal energy consumption 1 Assumes blower test and required duct upgrades are included. Other categories of HVAC upgrades will need to be bundled with additional energy efficiency improvements in order to meet the residential 10% energy savings requirement, See Table below, 15 2010-9 All Other Residential Enerl!V Efficiencv UORrades: Energy Old EQuipment New Eouipment Savlnl!S* HV AC UOl!rade SEER 11 SEER 14, EER 12+ 7.5% HV AC UOl!rade SEER 11 SEER 15, EER 12+ 9,0% HV AC UOl!rade SEER 12 SEER 14, EER 12+ 5.0% HV AC UOl!rade SEER 12 SEER 15, EER 12+ 7,0% HV AC UOl!rade SEER 12 SEER 16, EER 12.5+ 8,8% Duct Sealinl!! Leaks No Leaks 7% Attic Insulation! R-19 or Less R-30 or higher 7% LowE Windows! (South/West) Single Pane Dual Pane, LowE 5% Window Film! Solar Control EE Window (South/West) None Film 3% Whole House Fan! None New 2% . Assumes Heating/Cooling accounts for at least 35% of teta I energy consumption 1 Based on FlexYour Power estimate factored by.7 of minimum savings. Commercial renewable projects seeking financing that do not qualify based on HVAC and duct upgrades will be evaluated on a case by case basis, lighting improvements will be evaluated based on equipment wattage improvements and regular business operating hour usage, Vacancy sensors and other lighting use optimization improvements will be evaluated based on SCE work paper assumptions,' 16 Home Energy Ratings, Energy Audits, and Building Commissioning Explain how the proposed program will meet the home energy ratings and energy audit requirements of the California Comprehensive Residential Building Retrofit Program, Including, for third tier measures under that program, providing California Home Energy Ratings or California Energy Audits, as specified by the California Home Energy Rating Program (HERS II). Describe how commercial energy audits or the investigation phase of building commissioning for commercial properties will be conducted and funded as part of the proposed program. The proposed program is geared primarily to the single-family residential market with lighter emphasis on smail business. Multi-family is not targeted in the program, The program supports the objectives for Comprehensive Home Energy Audits including home energy ratings and energy audit requirements, In the residential portion of the program, the preferred approach is the Tiered approach as prescribed by the State Energy Office, The program is designed to engage customers through marketing and outreach, encourage customer investments in energy efficiency and energy audits, and provide incentives, Tier I Energy Surveys - The Tier I survey is not a HERS audit, it is primarily considered a visual inspection only, and does not require the use of a blower door, duct leakage test, an infrared camera or other test equipment, Tier I energy surveys capture essential customer information, identifies checklist type energy efficiency measures that can be easily installed, and further pre-qualifies the customers desire to participate In the financing of other energy efficiency measures, Customers are encouraged to make investments in energy efficiency regardless of their desire to participate in the financing program, The Tier I data capture will be performed using energy survey software provided by EnerPath@, Reports are generated for customers on-site in real-time, which aids with outreach effort, energy efficiency education for customers, and helps customers with decisions that support one of the key objectives of the program, "market transformation". Training of entry-level people can be accomplished in two weeks, This Home Energy Survey shall include on-site visual inspection of the energy features of the residence and documentation of its general condition, including envelope types and ages; equipment types, characteristics and ages of equipment; and appliance and lighting types and characteristics, EE opportunities such as evaporative coolers and room air conditioners are also identified in the Tier I survey. Aside from the initial program funded Tier 1 Outreach, the Tier I survey is paid for by the customer at the time of survey and includes a low-cost energy efficiency kit (l-low-flow shower head, 2 faucet aerators and 5 compact fluorescent lamps). Tier I surveys also identify measure opportunities that are supported by standard Express Efficiency Program offerings provided by SCE and The Gas Company. The customer investment in Tier I Surveys is important to the success of this program. It serves to help qualify customers early on during program enrollment period and minimizes the risk of non-qualifying customers while encouraging implementation of EE measures, It is estimated that approximately 5,000 to 6,000 Tier I surveys will be performed, Tier II & Tier III - HERS" audits are required in this phase of the program whenever financing is involved, Customers are informed that efficiency improvements that result in a minimum 10% energy reduction. or meet the requirements of eligible improvements as described in Section 0, are required as a condition of loars for any renewables such as solar. The program is designed to encourage customers to make investments "1 HERS" audits, which can then be rebated and/or rolled into the qualified financing along with other EE measures at the customer's option. HERS Ratings and Title 24 compliance is required for all qualified projects that are'nanced prior to installations for measures such as HVAC replacement, windows, insulation, etc, Non-permaneT;' fixture items such as screw-in compact fluorescent lamps, refrigerators, washers, dryers and other applianc, ~ do not ".i7 2010-9 , , qualify as part of the financing, though customers are encouraged to undertake replacement of older appliances with new Energy Star™appliances, The program seeks to perform approximately 3000+/- HERSII audits to balance the distribution of EE loans, Absent HERSII raters and providers in the area, one of the conditions of the loan qualification is that customers are required to provide their previous 12 months of electric and gas billing / utility usage history. An additional condition of the loan is that customers agree to provide at least 24 months of subsequent billing/usage history from the date of project commissioning, HERSII Raters will perform energy audits prior to Tier II or Tier III measure installations and will provide the Ratings, Specially trained Building Performance Contractors (BPI) will perform and/or supervise the installation of energy efficiency improvements working in conjunction with several specialty contractors to achieve the whole-house retrofit, Tier II and Tier III requires that customer's consent to duct testing, blower door testing, and carbon monoxide testing in addition to the whole-house audit, This testing will be performed by a BPI certified individual absent the availability of HERSII providers and raters so as to gain traction early on in the program. The California Energy Commission recognizes that the greatest opportunity for significant energy savings is through comprehensive retrofits. Careful analysis will be performed to ensure that comprehensive testing and analysis is achieved prior to investments that utilize ARRA funding, Sm;dl Commercial Since there are very effective small business direct installation programs offered lly the IOU's in the State of California, this program seeks to leverage these activities with deeper dive analyses and finance measures, The segment of the program is designed to provide Energy Audits by building specialist in the areas of building envelope, space conditioning, refrigeration and food services for small commercial buildings with a list of measures that will qualify for financing including those described in the Municipal and Commercial Building Targeted Measure Retrofit Program, Section II. In addition, financing for HVAC replacement and permanent fixture replacement will be offered, but only to the extent that IOU incentives are not included, The program will be offered to owners of small businesses based on the qualification parameters described herein, The same criteria for loading order and minimum energy savings will apply as described in the residential section above, including the requirements for minimum savings achieved in order to finance renewables, All audits performed for small commercial will be conducted by a Building Performance Contractor, Commercial businesses will also be required to pay for the BPI audit, though the audit investment may be rolled into the financing for qualified customers, A pre-inspection / assessment will be performed prior to installation of any energy effiCiency measures, In the event that small commercial incentives are offered by the utility, only amounts less the utility incentive may be financed for permanent fixture installations, Verification of measures is addressed in Section K below, 18 . Property Qualifications Describe methods the proposed program will use to screen applicants for a basic level of creditworthiness. Explain how these methods will protect the proposed program from defaults and increase lender confidence. Applicants will be screened through a process intended to identify secure contractual assessments for the financing of energy efficient and renewable energy improvements, The process would include a title report that would be reviewed by the District's Program Administrators to check the public records and legal documents related to a property. This step in the process would safeguard the integrity of the program by determining: the names ofthe legal property owners and their employment status at the time they purchased the property; ifthe owner has or has not paid off the mortgage loan against the property; if there is any charge against the property and whether the property has any building lien on it in case an owner has not paid a contractor for work on such property, This process ensures that the Clean Energy District's loan pool will not be used to finance energy efficiency improvements on properties with numerous federal or state liens against the property. To do this, applications will be reviewed to make sure information reported within is complete and accurate. Program administrators will verify that the owner(s) own the property without federal or state income tax liens, judgment liens, or similar involuntary liens; that the property is developed and within the jurisdiction of the participating municipality and/or JPA district; that the property is not exempt from secured property taxes and that the property owner is current on property taxes, In addition the following will be verified: that the property owner is current on mortgage(s); that the property owner has declared that the property owner(s) and the property is/are not currently involved in a bankruptcy proceeding; and that the property owner has executed all declarations required in the application, In this way, the most eligible applicants will prove to be those current on all taxes and free of municipal charges, The assurance of high caliber loan recipients will increase lender confidence, As far as using the loan-to-Value (lTV) ratio as an estimator of creditworthiness, proposed improvements should not exceed 20% of the assessed value. Further, the property will be assessed on the basis of debt to market value, If more costly improvements are proposed, the program administrators may require additional information supporting both the reasonable relationship of the improvements to the property, and the information related to the ability of the property owner to repay the assessment. 19 2010-9 Legal Considerations Describe current and planned progress In the legal status of, and any legal concerns regarding. the proposed program, Including but not limited to resolutions or other official decisions made by Bidder's governing body regarding the proposed program and the status of future, pending, or already obtained unqualified legal opinions and validation actions. Explain how the proposed program will address mortgage provisions restricting the property owner's voluntary acceptance of the addition of a priority lien for both residential and commercial property owners. This may Include requiring notification of and/or approval from the primary mortgage lender. Actions Taken The City of San Bernardino will adopt a resolution on January 4, 2010 to approve its submission of this application. Legal opinions / Validation At the earliest opportunity, the San Bernardino Valley Clean Energy District Program (the "Program") plans to validate the program documents, including lien priority and Constitutional issues relating to the superior lien of contractual assessments under the Program, in connection with a privately-placed limited obligation improvement bond financing pursuant to Government Code Section S3511. Such bond financing will be secured solely by contractual assessment revenues and will not close until a favorable validation judgment has been entered and the 30-day statutory appeal period has expired, The validation will afford protection for future bond financings which utilize a similar basic structure (limited obligation improvement bonds secured solely by contractual assessments), whether offered on a private-placement basis or through a public offering, Also, Bond Counsel has stated the completion of a successful validation proceeding will enable the firm to provide an unqualified legal opinion as to the validity of limited obligation improvement bonds issued to finance the Program. Mortgage Provisions In its application materials, the Program intends to provide clear and prominent disclosure as to la) the existence of mortgage provisions that require a property owner to obtain lender consent in order to establish a lien on a senior basis to the mortgage, and (b) the resulting default under the mortgage that may occur if any required consent is not obtained. The Program will also require participating property owners to certify as to having obtained all required consents in order to participate in the Program. The provision by the property owner of an executed lender consent form may be required for property owners participating in the Program for the finanCing in larger amounts, to reduce the potential adverse impact of delinquencies on large assessments. However, since lenders still have the ability to declare a default and to accelerate under the mortgage documents (i,e., they still have the ability to exercise their contractual remedies), the Program does not intend to undertake the property owner's contractual obligations for them. Since contractual assessments run with the land and will survive foreclosure actions by junior lienholders, mortgage lenders can exercise their remedies without adversely affecting the lien of Program assessment contracts. Additionally, a successful validation proceeding will enable foreclosure proceedings undertaken by the Program to collect delinquent installments expeditiously, precluding lender arguments on matters protected by the validation, 20 Federal securities laws registration issues arising out of Rule 131 under the Securities Act of 1933 and Rule 3b-s under the Securities Exchange Act of 1934 The Program intends to seek limited obligation improvement bond financing through private placements, as well as public offerings, As to public offerings, to ensure that registration of the assessment contracts will not be required pursuant to the "separate security" concepts of Rule 131 under the Securities Act of 1933 and Rule 3b- 5 under the Securities Exchange Act of 1934, the Program intends to incorporate elements of governmental control over the ownership and operation of the financed improvements and to apply for and obtain no-action letter relief from the U,S, Securities & Exchange Commission. Such no-action letter relief will also protect the Program and its team from SEC enforcement action for acting as unregistered underwriters or broker-dealers of unregistered securities, Prevailing Wage The Program intends to require the payment of prevailing wages to persons protected by the state law prevailing wage provisions (contractors, laborers, etc. performing actual contraction work), CEQA As set forth in Question 1 of the CEQA Compliance Attachment, the City of San Bernardino has determined pursuant to CEQA Guidelines section 15378(b)(4) that adoption of the Program is not a "project" subject to the requirements of CEQA, because it is the creation of a government funding mechanism which does not involve any commitment to any specific project, At the time that specific projects in the future may be approved for financing for the Program, additional CEQA evaluation, determinations, and actions, will be taken as necessary, ' 21 2010-9 Sustalnablllty Explain how the proposed program will accomplish DOE's SEP goal of strategic intervention that causes lasting changes In the market. Explain how the proposed program will jump start the effort to meet California's aggressive Energy Action Plan goals to achieve an average of 40% savings in existing California residences by 2020. The Program will include property audits that encourage the installation of Tier 2 and ultimately Tier 3 retrofits to accomplish long term transformational changes in the State's energy profile. High upfront costs, lack of funding options and inability to recover investment have been significant deterrents to the implementation of these changes in the past, As a result of the Program, property owners will be able to achieve significant savings in consumption at little upfront cost and be able to finance the improvements over time with the ability to transfer contractual assessment balances with the property upon sale, Describe the methods the proposed program will use to ensure its sustalnabllity after ARRA funds are no longer available, including an explanation of how additional funds from the Energy Commission will aid the program to assure sustainabllity. Proposals that Include a revolving financing fund must specify the following: The Program is being established to assure its continued operation and expansion by using ARRA funds exclusively for Program startup costs and NOT relying upon these funds for property owner funding. The Program, through its jPA structure, will be able to provide ongoing funding by accessing public and private capital markets, 1. Whether an Increased interest rate will be used to sustain the revolving fund; The Program will offer rates consistent with the market at the time that financing is secured, either through public debt offering, or a warehouse line of credit, Initially, the Program anticipates securing funding equal to $39 million with additional funds' provided upon 80% of funds being drawn for property owner contractual assessment. ' 2. How often additional capital will be infused into the revolving fund; and, The Program currently anticipates regular replenishment upon 80% of funds being drawn, Therefore, assuming an original warehouse line of $39 million, upon payment of $31.2 million of property owner loans, the fund would seek additional capital of $25 million, The timing of this replenishment will be dependent upon the speed with which the Program is able to complete audits and transition these into projects requiring funding. Based upon initial projections, the Program anticipates funding contractual assessments for the first $39 million in the first six months of the Program with additional $2S million increments being infused every 3 to 4 months. 3. What percentage of the total amount of the fund this additional capital will constitute. As a revolving fund, additional capital will continually infuse this fund, Contractual assessment repayments will ultimately pay down investor balances, Therefore, each time the additional capital is infused the percentage will increase. 22 Regional Approach The Energy Commission encourages collaboration among communities, on a county-by-county basis or through a joint powers authority, to create a larger and more effective municipal financing program. Detail the geographical scope of the proposed program, Including potential population covered by the proposed program's region. Include any available information regarding expected market penetration, in terms of both percentage of the total population throughout the region and penetration within specific target populations or communities within the region. San Bernardino County is home to more than 2,000,000 residents and is the largest geographic county in the United States, According to the California Department of Finance, San Bernardino County has the fourth largest population in the State, behind only Los Angeles, Orange and San Diego, Throughout the County there are over 340,000 owner occupied homes and tens of thousands of commercial and industrial businesses that SBVCED will have the opportunity to serve, A regional approach through a joint powers authority will provide the opportunity for all cities within San Bernardino County to join the District without the upfront costs of program development and judicial validation, This approach will save hundreds of thousands of dollars and personnel hours and will create uniformity throughout the District; this uniformity is critical to ancillary benefits such as economic growth in the various industries that will serve the needs of the District, such' as electrical and building contractors and product manufacturers and retailers, While the District will initiaily be started with the City and County of San Bernardino and the City of Redlands, every other city in San Bernardino County will be eligible and encouraged to join, The proposal anticipates penetrating 1% of the residential market and 0,4% of the commercial market with loan financed retrofits within the first two years of the Program, With the County of San Bernardino committed as a partner, the San Bernardino Valley Clean Energy District will serve as the single countywide program and will ensure that there are no other competing regional programs in the County, 23 2010-9 Verification of Energy Savings Describe the data collection and computation methods required to calculate the energy savings and demand reductions from the targeted measure retrofits resulting from this program. Explain the activities that will be included in the program to verify the actual energy savings and demand reductions due to the retrofits. The Energy Commission will be separately evaluating the ARRA SEP Programs using contract resources. This separate program evaluation will Include surveying a sample of retrofit program participants. The evaluations may be conducted via mall, phone and/or field surveys and may also require pre-retrofit and post-retrofit utility billing data. Describe the strategies Included In the proposed program to encourage retrofit participants to cooperate with these ARRA SEP Program evaluations. Data Acquisition - The program will utilize rules-based software from EnerPath@ to perform Tier 1 energy surveys and to acquire prospecting data related to specific measures targeted in the program. The software will gather data elements related to types and conditions of existing equipment and perform a first pass assessment of opportunities for energy efficiency Investments, When a customer chooses to participate in financed Tier II and III measures, the analytical foundation for the financed home performance measure investments will be HERSII approved software which will be utilized to provide residential customers a rating for each home where HERSII audits and Tier II and III measures are performed, EnerPath will work to integrate data capture and reporting capabilities to report HERSII audits and analysis results, Customers with homes that are already energy efficient and simply want to participate in the renewable energy finance portion of the program will be given that opportunity, but will be required to submit kWh and peak kW savings estimates for their systems and comply with applicable renewable energy metering requirements. Computation/Calculation Methodologies - The program will apply three (3) methodologies for calculation and accounting for energy savings results as follows; 1) Deemed Savings from Database of Energy Efficiency Resources (DEER) 2) Deemed Savings from Utility Provided Work Papers 3) Pre and Post Billing/Usage Data The program will utilize the DEER 2008 tables and/or utility work papers to determine energy savings and demand savings for the Tier 1 product kits, tune-ups, and pool pump measures, For Whole House Tier II and III measures, HERSII audits and analysis will serve as the basis for savings calculations. In the event that targeted measures are not within the tables, we will seek approved work papers from the utility to support values related to energy and demand savings. Lastly; to validate the savings, our program will have a requirement for twelve (12) months of prior billing and usage history related to electric and gas utilities, and twenty-four (24) months post billings and usage history. This will be a mandatory requirement for financing any energy efficiency improvements, Progress reports will be made available for homeowners to encourage them to continue saving energy and power. To further encourage program participation, a program strategy has been developed, designed to support the participants in the form of a sustainabllity platform. Each resident will have individual. access to a mini dashboard that displays energy savings as compared to the customers' historical data, Program parti, 'pants are encouraged to access a dedicated portal, "MainStreet Efficiency", which will also be a source of edu ]tlon and awareness of energy efficiency and conservation technologies, Participants will be contacted via pi one on a quarterly basis to gather billing/usage history and to update the database, Once the database is updated, participants will be able to evaluate their performance as compared to prior months. The aggregat< -esults of the data will be displayed In the main area of the program reporting dashboard, 24 Participant Recruitment and Communication Explain how the proposed program will establish excellent marketing, outreach, education and information strategies that will lead to successful recruitment of participants and will communicate the program approaches so that participants will choose to make the energy improvements that are recommended for their residential, commercial or Industrial buildings. Explain how the proposed program will communicate information regarding the program and will encourage participants to follow the State's loading order and move toward whole-house retrofits. explain how the proposed program will provide marketing, outreach, education and information about the program by leveraging the combined Information resources and taking maximum advantage of the access to potential participants of the following: local governments In the region covered by the proposed program; subcontractors such as turnkey services and marketing firms; utilities; and, any other organization that will be Involved In marketing the proposed program. Explain what marketing, outreach, education and information methods will be used and how sub-sets of the population of potential participants will be targeted. The Program will create a communications strategy that is primarily focused on one basic question: What will motivate homeowners to invest in energy efficiency, water conservation and renewable energy retrofits to their properties? General information on the economic and environmental benefits associated with retrofits is by itself insufficient to precipitate large numbers of energy retrofits, The Program will be designed based on a more thorough understanding of property owner perceptions related to retrofit benefits and barriers, A communications plan will be developed and will include creation of a readily identifiable program "brand." The plan will detail innovative and robust public education, marketing, and outreach strategies to stimulate interest and promote wide participation. It will also be designed so that it can be readily adapted and scaled for use in multiple jurisdictions, The communications plan will include a strategy for multiple points of contact: telephone, web-based, community and neighborhood events, contractor workshops, presentations and updates to civic and business groups, use of surrogate marketing conduits such as contractors and realtors, as well as targeted in-person field contacts, All of these efforts will be coordinated with existing outreach resources, events and strategies of the participating jurisdictions and key program partners such as SCE and The Gas Company, The Program will centralize the marketing and service message with clarity to communicate to all those parties impacted by the program: participants, county assessor officials, internal city staff and contractors. Marketing, outreach and education activities would be conducted in both English and Spanish to cast a wider net for participation, The approach envisioned to facilitate widespread participation would also include a one-call oriented application process whereby all customer needs are addressed instead of an inordinately complex and lengthy pursuit. To communicate information about the program and encourage potential participants to follow the tiered approached of the State's loading order and move towards whole-house retrofits, the Clean Energy District would design eligible measures in "suite" format, A set of eligible measures would be defined based on needs of the home determined through HERS 1\ energy surveys and based on project cost in relation to financial concerns. These defined measures would be packaged as a "suite of solutions" for the homeowner of tiers 1 through 3 in succession, The benefits of energy efficiency and conservation would be well established; a net 10% reduction of energy consumption and its impacts on an energy bill would serve as impetus to complete these initial requirements, A key strategy to ensure success both in the Program design and its implementation will be to engage a broad range of stakeholders starting early in the process and continuing throughout program implementation. The project team will develop and implement a comprehensive stakeholder engagement strategy to reach industry 2S 2010-9 . . partners, Southern California Edison, The Gas Company, other energy utilities, water and wastewater districts/agencies, individual contractors and contractor groups, building industry associations, property owner groups, green jobs training coalitions, economic development organizations, and others. Such engagement will ensure that all relevant information, insights, and perspectives are woven into the design and implementation of the Program. The participating stakeholders will also be regularly involved and informed of program goals, progress, and results. The team will engage the contractor community early in the design process to understand the incentives and barriers to contractor participation in the process, The Program will take advantage of the opportunity to engage property owners though their interface with contractors as a result of home improvement, repair, or remodeling decisions, 26 Program Cost Effectiveness Determine the cost effectiveness of the proposal program by converting the estimated energy savings of the program to source BTUs' and dividing by the amount of requested ARRA SEP funds, showing and justifying the calculations. Compare to the DOE and ARRA goal of 10 million source BTUs saved per $1,000 of SEP money spent. Explain why the requested funds are appropriate, relative to the goals and objectives of the proposed program. Justify the amount requested funds based on the resultant value to the state such as the number and type of jobs created, energy savings, demand reductions and sustainable market change. · Electric energy saved shall be converted to source BTUs by multiplying kWh by 10,239 BTU/kWh. The requested $2,750,000 SEP grant for this program is highly appropriate in light of the tremendous potential for increased energy efficiency in San Bernardino County and the very significant positive economic impacts that can result from the program, The program's goals are ambitious, namely to retrofit approximately 1% of the residential properties within the participating communities, The program's projected 2,145 retrofits will involve nearly $39 million in private investment supported through the AB8ll financing made available through this program, This high level of investment is projected to create approximately 458 jobs, primarily in local construction labor, but also in supporting occupations throughout the mostly California-based supply chain as well as through indirect jobs in local services created through the increased demand from those new primary wage earners. Electricity demand reduction is important to San Bernardino County and its serving investor owned utilities: Southern California Edison and Southern California Gas Company. The area is served primarily by far-remote generating plants subject to periodic service interruptions, In addition, the County's growing population exerts an increasing demand for power that strains the capacities of the serving transmission lines during peak demand periods, The proposed program would reduce that demand by approximately 4,1 MW, which will make a critically important positive impact on service reliability during peak demand days, This program will serve as a mode' for other California counties as well as for cities and counties outside of California, It will transform the local market for home energy upgrades by enhancing public awareness and understanding of the benefits as well as contractor capabilities to deliver high quality projects. The proposed program is anticipated to expand and continue beyond the three year grant period as more and more San Bernardino County cities decide to participate thereby deepening and sustaining the residential and commercial building energy reductions and positive economic impacts from a growing home performance industry into the future, The estimated project energy savings as follows, The program's goals of at 'east 20% energy savings will be met by retrofitting 2,000 residential and 145 commercial properties, The average retrofit investment per property is estimated to be $16,000 per residence and $48,000 per business, The annual program energy saved is shown in the following chart: Program Annual Energy Saved source electricity natural gas (mill/on (million TOTAL energy BTUs) BTUs) (million BTUs) 89,171 10,935 100,106 27 2010-9 , , With a total proposed Program SEP grant of $2,75 million, the proposed program projects a yield of 36 million BTU per $1000, This exceeds the CEC/ARRA requirement of 10 million BTU per $1000, In addition to the cost- effectiveness of the CEC-SEP funds employed, the Program's projected 2,145 retrofits will involve nearly $39 million in private investment, largely supported through AB811 financing. This high level of investment is projected to create approximately 424 jobs, reduce C02e by 6,270 metric tons, with an associated average annual per unit decrease in KWh, KW and therms as shown below, .. I>rogram Program C02e Jobs Average Average I>rogram nnual annual . avoided created nnual nnual nnual kwt ~ therms , (il!etrlc (from , Wh/unlt herms/unit aved .~. aved saved tons).'. ' ,~;. Loans) "4 ':0.:-;_:';:'''',",: Residential /2,870 5 ,650,000 ,035 105,000 '4,788":' 348 Commercial ~4,200 12,059,000 .,; .. "...-.--....... 0 ,046 4,350 i;482 " " 76 :~:. '~t,1f'- 14,060 135 IB,709,000 ;::;".., '::l;..":~' Total ,081 109,350 6"270f;' 424 . !';-x', ,.!,<.,..'J, The complete Program Cost Effectiveness analysis can be found attached to the proposal as Appendix A. 28 Quality Assurance/Conformance with California Law Explain how the proposed program will ensure that Installation of energy Improvements will be completed In conformance with California law: The program is designed to utilize independent resources for the purpose of quality assurance, verification and inspection of work being completed, Construction elements of the program, including all measure installations, will be performed in accordance with California laws in addition to meeting any requirements of local laws. All construction activities will be overseen by the programs' General Contractor who will be responsible for inspecting work and providing completion documents to the Buildings and Safety Department for each City where installation of energy improvements have taken place. 1. How the proposed program will ensure that building permits have been pulled for the work, and that Contractors are in good standing with the Contractors State License Board. All contractors and subcontractors, including specialty contractors, will be required to register through eVerify and will include all personnel performing work on the program in compliance with ARRA and State guidelines. Contractors must have valid licenses for work being performed and be in good standing through the Contractors State license Board, Each contractor, subcontractor and specialty contractor shall be required to maintain good standing as a condition of work being performed in the program, Verification of these criteria shall be performed on a quarterly basis by the program administrator, Contractors shall also be required to meet minimum requirements for insurances and bonding, where applicable, Subcontractors will be required to pull permits for certain energy efficiency improvements prior to any installation activity. Once permits have been pulled, contractors will be authorized to perform the work, When the work is completed, contractor shall provide a notice of completion to the general contractor with signed "completion document". The completion document needs to be signed by both the contractor who performed the work and the customer, The general contractor's inspector will inspect the work to ensure that the work was performed in compliance with State and local laws, and that the equipment is operating to manufacturers specifications, Once satisfied, the inspector shall Sign-off and provide the completion document to the City for final inspection and sign-off, Z. How the proposed program will ensure that the California Building Energy Efficiency Standards requirements for alterations to existing buildings are met for each building project and will coordinate with HERS Providers and Raters, other Energy Auditors/Raters, and Commissioning Providers to ensure that required field verification and diagnostic testing Is completed. All projects including alterations to existing buildings shall be performed in compliance with the requirements of California Title 24. Program Guidelines will delineate the general requirements for conformance and shall be prOVided to all contractors, HERS Providers and Raters, Energy Auditors and Commissioning Providers performing work in the program, In addition, the program administrator shall coordinate and provide a program overview and orientation for various stakeholders to help ensure understanding of the program requirements as it relates to Title 24, Building & Safety Departments for each city shall be responsible for ensuring compliance, Diagnostics testing shall be required for all residential projects, which shall include blower door, duct blast testing and sealing, At a minimum HERS Raters, under the preview of HERS Providers and/or BPI certified inspectors will perform and provide the test results, A HERS level test-in should be performed in any Instance that financing is required and in any instance that the customer requests this level of testing to be done (testing fees may be associated), Testing of a home should identify potential energy upgrades as well as safety hazards, 29 2010-9 , , In any home where air or duct sealing, insulation installation, or HVAC retrofit have been performed a test.out will be required to assess the after-scenario and insure that no safety hazards exist as well as to assess the demonstrable energy savings accomplished by the retrofit activities. 3. How the proposed program will ensure and demonstrate the quality of installed enerev improvements (both energy efficiency and onslte renewable generation). Program Guidelines shall specify quality metrics for installed energy improvements including the use of EnergyStar@ rated products, All products must meet minimum safety and rating compliances such as UL@, ETL@, etc, Any and all hazardous materials removed must be disposed of or recycled in compliance with State and Federal laws. Recycling of packaging materials and other materials will also be encouraged. For renewable such as solar, utility customers participating in the California Solar Initiative (CSI) program are required to install performance meters to determine the gross energy generated by their equipment. 4. What quality assurance procedures will be undertaken to maintain the cost-effectiveness, enerev savings and reputation of the program. All contractors and subcontractors, including specialty contractors, will be required to conform to Program guidelines to ensure that the highest levels of quality standards and customer satisfaction are being met. Cost effooiveness will be determined based on; 1) the team's knowledge and understanding of proven and practical technologies that meet certain criteria, 2) established special pricing arrangements (SPA's) negotiated with specialty manufacturers to establish economies of scale for certain measure installations, and 3) competitive pricing based on measure labor cost from local contractors in the market, The program will establish specification criteria for many of the measures including considerations for manufacturer warrantees and will validate various energy savings performance metrics represented by measures, S. How the proposed program will coordinate with HERS Providers and Raters to ensure that HERS Phase II procedures are followed for whole-house retrofits. All homes requiring financing will be provided with a HERS rating per HERSII standards. The rating will be done using HERS approved software and will show the current energy of the house and the proposed measures as well as the cost-effectiveness of the proposed measures. A report with a HERS score will be provided to the homeowner prior to implementation of measures and will be used in evaluation of financing mechanisms. All retrofits will be done in accordance with HERSII and Title 24 standards. 6. How the program will ensure that measures are Installed by well qualified Contractors, Including training and certification consistent with Home Performance with Energy Star Guidelines. Participating contractors will need to qualify to participate in the program and in some cases may not have as much experience in the energy efficiency space. Because a key objective of the program is market transformation, including workforce development, it be will necessary to perform more detailed inspections of the work early on in the program to ensure that quality performance standards are being satisfied, In addition, training will be required for participating contractors including certification consistent with BPI, HERS and HERSII, Ongoing training will be offered throughout the program to ensure a quality of work consistent with Home Performance with Energy Star Guidelines, 30 Provide details on the methods Included In the program design to assure that commercial retrofit measures are Installed properly and functioning efficiently. The Energy Commission encourages Bidders to define, Implement and fine-tune acceptance test methods for the retrofit measures. Many of the same requirements for contractor compliance will be employed for commercial as is defined in the residential sections of our proposal. Contractors will need to pre-qualify and will have to accept "program guidelines" built around commissioning, quality controls and verification, Title 24 Code Compliance will also apply for installation of energy efficiency improvements along with standard requirements and local compliance for permits, For HVAC replacement, duct test and seal throughout the envelope will be required along with test- in and test out results. Commissioning reports will also be required detailing the test results, Customers will be encouraged to implement HVAC measures that utilize variable air volume systems, wireless controls and fault detection so that continuous monitoring of system performance is maintained, 31 2010-9 Team Organizational Structure Describe the organizational structure of the program, and provide an organizational chart of the entire program team. Provide a short description of each subcontractor and partner, and explain their specific role in the program. Describe the relationship between the Bidder, subcontractors and partners. Summarize any history of working relationships between the team members, noting any significant success stories. Identify the location of the Bidder's, subcontractors' and partners' business locations and discuss methods of minimizing costs to the State. Identify a primary contact person for the program. Describe any technical capabilities that would facilitate communicating with the Energy Commission and managing the program (e.g., web conferenclng, web portal for document management and team collaboration). The San Bernardino Valley Clean Energy District (SBVCED) is a true consortium of public, private and nongovernmental partners, The attached organizational chart outlines the roles and responsibilities of each partner. Representatives from the three founding governmental agencies, the City of San Bernardino, the County of San Bernardino and the City of Redlands will represent the Board of Directors for SBVCED; as additional cities join the District, they will be entitled to a position on the Board. The City of San Bernardino Economic Development Agency will act as Program Administrator. The San Bernardino Economic Development Agency (SBEDA) is a full service Agency that currently administers the City's Housing, Community Development Block Grant, and Neighborhood Stabilization Program, as well as its Redevelopment Agency and Economic Development initiatives. The presence of the existing housing and low income programs will compliment the activities of the District, With a staff of over 30 the SBEDA has the in- house financial and accounting capabilities to monitor expenditures, revenues, prepare progress reports, etc, for both grant and program administration, The City of San Bernardino has partnered on several occasions with most of the partners in this proposal. Since 2004, the City of San Bernardino has participated in the Community Energy Partnership (CEP), a collaboration between ten Southern California cities, Southern California Edison, The Gas Company and The Energy Coalition. Its mission is to build pOSitive relationships among cities, energy consumers, and their serving utilities to educate communities about sustainable energy efficient practices, In 2007, the City of San Bernardino and the Community Energy Partnership partnered on the Little League Baseball & Softball Western Region Energy Efficient Makeover Demonstration Project. This project included facility audits, energy efficiency retrofits, education to the staff and community. The project resulted in a 20% reduction in electricity bills and a 40% reduction in natural gas bills since the installation was completed in December 2008. The Energy Coalition (TEe) is a southern California SOl(c)3 non-profit corporation founded in the 1970s to mobilize, educate, inform and empower communities to change the way they use and think about energy and other resources, For more than thirty years, TEC has pioneered innovative concepts within the energy sector by forging partnerships between local governments, utilities, businesses, schools, community-based organizations, and other constituencies, TEC is a proven leader in implementing comprehensive and integrated approaches to address energy, resource management, greenhouse gas reduction, and sustainable development issues within our partner cities, Over the past five years, TEe's award-winning, cross-cutting marketing and o.Jtreach programs successfully reduced energy usage and provided more than 10,000 energy efficiency retrofits of homes and small businesses across southern California. TEC continues to offer cUitomized solutions to meet unique regional needs and providing leadership to promote more sustainable se of energy and natur resources by California communities. Clean Energy Advocates, Inc. (CEA) is a municipal financial advisory firm that focti! ~ on financing solutions If energy efficiency, clean and renewable energy programs. As the Financial Advisl r, CEA will work with Le~" 32 Counsel to establish the joint powers authority (JPA) to assure appropriate structuring for debt funding through either public or private capita' markets, CEA will prepare standardized financing parameters for inclusion in each participating city/jurisdiction's adoption documents to' assure their ability to access funding through the JPA, Additionally, CEA will provide oversight and documentation of all required property audits and certifications prior to the release of funding. CEA will also provide Program financial oversight that will include: analysis of funding options; identification of required contractual assessment terms and conditions; work with Legal Counsel to appropriately draft bond documents for validation of the Program; modeling, structuring and securitizing of contractual assessments to public and/or private investors; work with the County to assure correct assessments to participating property-owners; and provide ongoing assistance, reporting and analysis to original and new participating jurisdictions, EnerPath is a world-class company providing the most efficient and effective systems and services for driving successful energy efficient programs by combining wireless mobile applications with a web-based enterprise processing, analysis, work-flow management and reporting system, Program performance is enhanced via real- time status reporting that enables management to take quick corrective and/or optimizing action and insures the highest 'eve' of program performance, EnerPath services a wide range of clients that include small business, industrial, health care, education, hospitality sectors, and federal and local governments. Its primary focus is mass market energy efficiency and weatherization programs for utility companies and government agencies, When it comes to delivery of projects and programs, EnerPath also has a unique advantage, This is due to its program management software and industry standard wireless handheld devices for controlling audits and all field operations and transactions. Enerpath was recently awarded the City of Redlands Green Action Award for the company's work to help homeowners and businesses become more energy efficient. The NECA & IBEW Labor Management Cooperation Committee (LMCC) is a partnership of the Southern Sierras Chapter of the National Electrical Contractors Association and the International Brotherhood of Electrical Workers Local Unions 440 and 477, It is a non-profit organization established through the collective bargaining agreement devoted to promoting the Union Electrical Construction Industry through advertising, promotion, publicity, continuing education, and a wide range of services to both Union and Management members, LMCC will be the program's workforce training advisor providing training courses in electrical pre-apprenticeship, energy audits and lighting retrofits. These training courses will provide the opportunity for new job creation opportunities as well as professional career development for journeymen. While the geographic location of the various partners in the proposal are spread throughout southern California, through the use of the internet and a web portal provided by EnerPath, the team has the ability to have web conferences with audio connectivity as well as document management capabilities, This streamlining of data management allows for efficient use of the team members time, Casey Dailey from the City of San Bernardino will be the Program Contact throughout the life of the Program, 33 2010-9 PROGRAM ORGANIZATIONAL CHART San Bernardino Valley Clean Ene'IY District Board of Directors / /' Lesal Counsel: Procram Administrator: Richards, Watson & San Bernardino Economic Gershon Development Agency r /' ,r Workforce Advisor: Financial Advisor: Enercy Efficiency Advtsors: Marketlnc. Outreach & Clean Enercy Advocates EnerPath Education: The Enercy San Bernardino Community Coalition College District Center for Excellence & NECA-IBEW: Illbor Management Coop. \.. \.. \. Crnte. 34 WORKFORCE DEVELOPMENT AND JOB CREATION Provide a formula-based estimate of jobs created by the proposed program. Describe each of the types of jobs expected to be created or retained by the proposed program. Provide an estimate of the number of direct jobs expected to be created based on the labor requirements for the proposed audits and retrofits as well as the direct jobs required to deliver the Scope of Work, Including but not limited to program marketing and participant recruitment, training of all persons Involved In delivering services, and other job-creatlng program components. Describe the proposed approach to training Contractor staff, auditors, retrofit technicians and other professionals, as appropriate and If applicable, to Implement the proposed program. Explain the coordination planned with the Green Jobs Training Program, utility training centers, HERS Providers and other e.lstlng and emerging workforce development efforts across the state to bring entry-level workers Into the energy efficiency and distributed renewable retrofit workforce and provide new job skills to professional tradespeople. Based on the Council of Economic Advisor's Estimates of Job Creation from the American Recovery and Reinvestment Act of 2009, the total number of jobs created using all SEP funding, EECBG funding and leveraged funds from the issuance of mini bonds is estimated at approximately 458 newly created direct jobs, As the program matures and grows, and as more mini bonds are issued, the total number of jobs will continue to grow even after all of the SEP funding has been expended, For every $20 million bond issuance, there are an estimated 217 jobs created. Given the success of other municipal financing programs, it is anticipated that there will be a significant pent up demand for the services offered by SBVCED, As such, it is anticipated that the creation or retention of jobs directly related to the services offered by SBVCED will expedited as soon as the Program is operating, All of the workforce training opportunities that will accompany the SBVCED Program will catalyze the local workforce that has been significantly distressed as the national recession and housing crisis has hit this region especially hard, San Bernardino County has an extremely well positioned workforce in the various industries likely to be impacted by the Program, A recent study conducted by the San Bernardino Community College District's Centers of Excellence, titled "The Green Economy: Industries & Jobs in San Bernardino County" identified six major sectors within the economy that are either: 1) aimed at utilizing resources more efficiently, providing renewable sources of energy, lowering greenhouse gas emissions, or otherwise minimizing the environmental impact or 2) occupations that directly work with policies, information, materials and/or teChnOlogies that contribute to minimizing environmental impact and require specialized knowledge, skills, training or experience in those areas. The study found that there are over 134,000 employees in 15,687 businesses working within those classifications based on the NAICS code, Those classification codes include specialty trade contractors, commercial and industrial building construction, plumbing, heating and air-conditioning contractors, engineering services or electrical contractors. These are existing jobs and businesses located in San Bernardino County that will directly benefit by the SBVCED Program, As part of the California Clean Energy Workforce Training Program (CEWTP) the San Bernardino Community College District is implementing a project that will recruit, train, and place 200 residents into green building apprenticeships or employment, by providing 400 hours of customized training in environmental literacy, green building, energy fundamentals, retrofits and energy efficiency, water efficiency, solar installation and design, basic skills, and workplace readiness, This training program will prepare San Bernardino County residents for four career pathways/occupations: 1) Building Performance Retrofitting Specialists, 2) Energy Auditors or Home Energy Raters, 3) Resource Conservation or Energy EffiCiency Managers, and 4) Solar PV/Thermal Installers, Center of Excellence research indicates these key occupations have a 3-year projected growth totaling over 1,470 additional jobs within the region, The San Bernardino Valley Clean Energy District will coordinate its training activities with the San Bernardino Community College District to facilitate a cross collaboration approach and ensure the most effective use of resources possible, In addition to the training provided through CEWTP, the NECA-IBEW Labor Management Cooperative Committee offers training courses in electrical pre- apprenticeship, energy audits and lighting retrofits, These training courses will provide the opportunity for new job creation opportunities as well as professional career development for journeymen, 35 2010-9 Enerl!V. Peak Demand. and GHG Emissions Reductions Document, explain and justify the estimates of elllctrlcity savings, natural gas savings and peak demand reductions expected from the proposed program. The Energy Commission will use California specific emission factors to calculate the greenhouse gas emission reductions expected from the energy savings estimates provided by the Bidder. The Bidder does not need to provide estimates of the GHG emission reductions from the proposed program. Residential Measures: Conceptually, the two tier approach will generate energy savings through a combined approach, the Tier 1 savings will result from outreach surveys and home efficiency "kit" applications, These Tier 1 surveys serve to provide leads for financed program participation and provide valuable face time with the residential customers to answer questions about the financing program and increase awareness of energy efficiency in general. The energy and demand savings for this portion will be significant due to the amount of homes reached, but small on a per home basis due to the limited scope of measures involved, Savings estimates for the energy efficiency kit application are included on the following page, Tier II and ill measures will provide the bulk of the program energy savings on a per home basis and it is estimated that initial financing amounts would service approximately 2000 homes, The energy and demand impacts of these efforts are forecast and tabulated in Section "M" - Program Cost Effectiveness and are summarized below, It is important to note that these savings estimate are somewhat conservative and do not include potential synergies that can arise from conducting a whole. house building analysis that which may lead to the ability to actually down-size the air conditioning system, This "tunneling through the cost barrier" will be an element of the program which may lead to significant additional savings through right sizing AC unit replacements, It is expected that HERSII analysis will update estimated kWh, kWand Therm savings for this program and will be documented on a per project basis, Residential Tier 1 Outreach savings estimates from Energy Efficiency kits: Savings from Tier 1 Outreach Surveys and EE Kits Ave rage Ave rage Average kWh Peak kW Therm Activitv Savings Savi n2S Savin2s Residential Outreach and EE Kit' 182 0,018 12 Total Savln2s for 5000 lOts 910,000 90 60,000 'Savings Based on DEER Estimates and/or EE filings for Residential Kit Components, Savings estimates for Tier 1 measures are derived from the residents applying measures in an introductory energy efficiency kit which will be distributed by the Tier 1 outreach survey personnel at the time of the survey, The application of the kit which includes several compact fluorescent lamps as described in section M, 2 faucet aerators and an economical low flow showerhead are estimated to produce the savings above, Savings for the kit applications have been derived from DEER and/or EE program filings, 36 Residential Tier 2.3 Measure savings projections for AB811 financed upgrades: Residential Enerw Savlne Loan Eauloment Distribution kWh KW Therms Average Average Average %HH HH Total HH Total HH Total %of Energy Enercy Residential Energy Residential Energy Residential Loans #ofHH SavlnEs Savlnes Swlnes SavlnJ!!:s' Savlnn Savl nls 5 Savlnes Solar onlvl S% 100 75% 6,000 600,000 3.7 366 0 Solar + HVAC 1 15% 300 75% 6,000 1,800,000 3,7 1,098 0 Solar + Other EE 1 10% 200 75% 6000 1,200,000 3,7 732 4S 9,000 HVAC on Iv' 30% 600 19% 1,500 900,000 0.7 420 0 HVAC + Other EE:I 30% 600 23% 1,840 1,104,000 0.7 420 4S 27,000 OtherEE" 10% 200 8,S% 6BO 136,000 0,0 0 4S 9000 TOTAL 100% 2,000 36% 2,870 5,740,000 1.S 3,035 23 4S 000 1 Assumed 25% of residential loans would Include solar. Estimated solar would reduce 75% of electric consumption of average 8,000 kWn. Solar only households alreadv made prior EE upgrades above 10% threshold. For other households, HVAC or other EE upgrades were assumed to be needed to meet 10% reduction requirement which provided the same 75% level of savings as Solar only households. 2 kWh savings modeled using the Summit Blue 2007 calculations presented In "Savings Uncertainties in Residential Air Conditioning Rebate Programs" by Rachel Freeman for upgrading SEER lO/EER 9 to SEER 14/EER12. ) Other EE energy ~avings are considered to be partially offset by HVAC upgrade. so full estimated 8.5% savings were restated to contribute 4% incrementally. .. Other EE energy efficiency upgrades include EE windows, window film, attic/wall insulation, and duct sealing. SeeTable s Solar KW based on kWh savings converted to KW system assuming 1,640 hours (4.5 hours/day). HVAC KW based on calculation stated in note 2 above. Deatiled HVAC analysis is prOvided In Table. r; Estimated 8.5% therm savings for Other EE upgrades of EE windows, window film, attic/wall Insulation, and duct sealing of total 450 household therms. Detailed Information presented In Table Commercial Measures: Commercial buildings savings are also summarized below, It is important to note that savings estimates have been derived for Tier II and III measures exclusively as SCE currently offers a direct install program for highly efficient lighting retrofits. This program will seek to leverage that program to insure that small businesses tap into those savings programs as well. In essence Tier 1 efficiency improvements can be considered leveraged benefits for this program and the team will work closely with the serving IOU to obtain reports of savings estimated for those efforts, Below, please find a delineation of the savings for the Commercial efficiency component of the program that will be financed by AB811 Funds: 37 2010-9 Commercial Ene"", Savin.. loan Equipment Distribution kWh , KW Thenns , Average Average Average "Bus Bus Total Bus Total Bus Total " of Enerev Ene rev Commercia Energy Commercial Energy Commercial loans t of Bus Savin.. Savings I Savlnl!S Savlnl!S' Savin.. SavIngs' Savings Solar onlv' 5% 7 75% 30,000 217,500 18.3 132 - Solar + HVAC' 15% 22 75% 30,000 652,500 18.3 397 - Solar+OtherEE' 10% 15 75% 30,000 435,000 18,3 265 SO n5 HV AC on lv' 20% 29 12% 4,800 139,200 1,4 41 - HV AC + Other EE' 30% 44 26% 10,400 452,400 3.5 151 50 2,175 Other EE' 20% 29 14% 5,600 162,400 2.1 60 50 1,450 TOTAL 100% 145 36% 14,200 2,059,000 7.2 1,046 30 4,350 1 Assumed 25% of commercial loans would include solar. Estimated solar would reduce 75% of electric consumption of average business energy consumption 0140,000 kWh. Solar Only business were assumed to have already made EE upgrades above 10" threshold. HVAC or other EE upgrades were assumed to be needed to meet 10% reduction requirement and reach the same 75% energy savings level as Solar Only business. 2 Assumed two 3 Ton AC unit upgraded from SEER 10 to SEER 14, operating 3,000 hours. Used conservative kWh and KW savings based on Summit Blue 2007 calculations presented in "Savings Uncertainties in Residential Air Conditioning Rebate Programs" by Rachel Freeman. More information in Table. 3Since 80% of Other EE is lighting upgrades, energy savings were combined for HVAC and Other EE. .. Other EE energy effi cl ency upgrades I ncl ude EE I Ighti ng a f)d duct retrocommi 55 ionl ng. See tabl e s Solar KW based on kWh savings converted to KW system assuming 1,640 hours (4.5 hours/day). HVAC KW based on calculation stated in note 2 above and in HVAC table. 6 Estimated 10%therm savings for Duct Retrocommissionlng, representing 20% ofOther EE upgrades. Other Duct work is included within HVAC energy savings. Details on Commercial Other EE is presented in Table 38 Economlcallv Disadvantued Areas Economically disadvantaged areas are those that have unemployment rates that are higher than the statewide average, based on data from the Employment Development Department labor Market Information Division, for the month of June 2009. Applicants should compare the unemployment rates for the region covered by their proposed program compared to that of other areas of the state and the statewide average unemployment rate. Unemployment rates for areas within a region may be considered If the proposal explains how the proposed program will place emphasis on those areas. Other characteristics of economically disadvantaged areas, such as high foreclosure rates and low Income levels, may also be considered If explained In the proposal. Explain the extent to which the proposed program Is targeted to create jobs and enhance the economy In economically disadvantaged areas of the state that have been particularly Impacted by California's housing and economic crisis. Explain how the proposed program will coordinate with and leverage affordable housing and neighborhood stabilization programs to bring not only the energy bill savings, but also the Improved comfort, Indoor air quality, and safer and quieter home environments resulting from deeper retrofits to under-served, economically disadvantaged populations. San Bernardino County has been hit extremely hard by the nationwide economic recession. As one of the fastest growing regions in the nation, the Inland Empire experienced some of the highest appreciation rates in residential real estate values and served as a significant driving force for new development. With the collapse of the housing market, not only did foreclosure rates soar with over 5,000 foreclosures in the City of San Bernardino afone in the past two years, unemployment did as well due to the large number of construction and contracting jobs associated with residential development, According to the California Employment Development Department Labor Market Information Division, as of June 2009, the unemployment rate for San Bernardino County was 13,6%, while the statewide average for unemployment was 11.69%, In Southern California, San Bernardino County has a disproportionately higher unemployment than some of the neighboring counties including: Orange County with 9,2%, San Diego County with 10,1% and Los Angeles County with 11,4%, It is these very employment sectors that will benefit the most from SBVCED; the program provides an opportunity to be re-trained in a similar skill set allowing displaced workers to compete and succeed in the new green economy. With NECA/IBEW as the Program's workforce development advisor and the workforce training they are already providing to electrical contractors, immediate training and job creation opportunities will exist through SBVCED, Coordination with Existing Housing Programs Through the City of San Bernardino Economic Development Agency's Neighborhood Stabilization Program, affordable housing programs and other residential and commercial beautification programs, the SBVCED will coordinate energy efficiency improvements to leverage investments being made across various housing programs, For example, the costs of performing the energy audits and improvements will be subsidized using the 20% set aside funds required by California Redevelopment Law to low and moderate income individuals in the City of San Bernardino, Additionally, as homes are purchased through the NSP efforts, energy efficiency improvements will be made prior to the home being resold, These coordination efforts with existing hOUSing programs will not only leverage those resources, but also bring down the energy bill, improve the comfort, indoor air quality and create a safer home environment for the under-served and economically disadvantaged populations, such as those found in the cities of San Bernardino County, The potential for expansion of the Program is possible through future incorporation of these cities, The SBVCED will present the attractive option of leveraging the HUD programs already in existence in these surrounding jurisdictions, such as the HOME Investment Partnership, Healthy Homes Initiative, the Community Development Block Grant program and Public Housing Capital Grant programs, Through leveraging Commission dollars with recurrent funding streams from HUD, the sustainability of the District can be established with more efficacy and lead to greater benefits as the economies of scale appear en masse. 39 2010-9 TIME CRITlCAUTY Demonstrate that the requested ARRA SEP funding will be expended to complete all planned energy retrofits by March 31. 2012. Document the proposed plans to monitor Implementation progress so that program resources can be adjusted as necessary to achieve the proposed retrofit savings by the March 2012 deadline. Provide a schedule from start of contract (assume start date of January 1. 2010) to March 31. 2012, that delineates progress reports, Critical Program Reviews and other program milestones. Include Information and/or evidence that support this schedule. Provide details that establish certainty that progress reports will be provided and Critical Program Reviews will be conducted so that resources can be reallocated by July 1. 2010. if necessary. Since ARRA SEP funding will not be used by the Program to fund energy retrofits and will be used to create the program from which these retrofits will be made. it will be much easier to ensure the entire funding is used by March 31, 2012. This funding will provide the necessary resources to build a robust administrative. processing, reporting, and funding infrastructure that is expects to start funding loans by October 1, 2010, The Program has several mechanisms by which to monitor implementation progress. The first is through the use of monthly progress reports, Monthly progress will be monitored according to the schedule of deliverables and due dates. In addition to this, Critical Program Reviews will be conducted according to the schedule established by the CEC. The following matrix provides a summary of tasks and their expected timing for the first six months of the award period. 40 LI1k &lr=1l! 'MiclO IIm:1ll lliI:1ll &!i:1l! SeJl:1l! i lltt:1ll Kick .off Meeting CPR Meetings 'Final Meeting, Monthly Progress Reports ,Identify & Obtain leverage Funds Tool Development _ __ l Framework Integration Tools ; Property Owner Tools , City/County Tools EE/RETools f Funding Appli~t1on To~ls 1 Tracking Tools Jurisdiction establishment i JPA Creation 1 Contractual Assessment Areas Created Financing Documents ! City/C~~n~ fi~~ncing docu~~.~t~ ! JPA financing documents : Approval of financing doc~.~;~ts-_.. legal Validation , Validation action filed Emerge from legal validation Program Design : Program ~ramework/Partjclpants Indentified Program Financing Plan Technical Standards & Guidelines Program Operations Manual ! Market Research & Analysis Program Implementation & Operations Program Marketing Plan Program Incentive Execution Plan County/City Partner ~ducation Website launch Marketing Outreach, Audits & Installs Data Collection Resources Established ~orkforce Training Modules and Coordination Software & Reporting Contracts Secured Conferences booth and scheduling Program Funds Established Revolving loan Fund financing secured Reserve Fund established Incentive Fund established _uj ._-. .t- ,I I ",_1 1 ..j.-- I " I 1 ,I I I 1 uu.....-'l I '...T ,..I ]". Reporting Related Program Related "'r"" ,. - .__u. u'j'.___u., l' "1--:.. , I ,I 1 I" ,- J l ' , ......J ,.. , 1 , , r- I, I , J ! ,- t" L._u____. 4. ! ""I ..,'j ! ! " , , 1 1 ..; . I, , I I " I ui I 1 i' j I ..i ut-.-.. I .......r 1 41 2010-9 Prol!ram Transoarencv and Reoortlnl! Explain how the Bidder will comply with the transparency and reporting requirements of the Federal Government, State of California, Energy Commission, ARRA, and DOE for SEP programs. Provide details on how the Bidder will enforce these transparency and reporting requirements for sub recipients and vendors. Describe the proposed methods to collect project performance data, compute key project metrics, transfer data to the Energy Commission, and publish project results. Explain how the Bidder's methods are designed to be flexible enough to meet probable changes to known tracking and reporting requirements for ARRA SEP programs. Describe the financial and accounting processes and procedures the Bidder will use to safeguard ARRA SEP funds from fraud, misuse and waste. Bidders that are awarded SEP funds must Implement adequate financial and accounting processes and procedures to safeguard ARRA SEP from fraud, misuse and fraud. The Energy Commission Is Informed that it will likely be audited by both the State and DOE. As part of these audits an awarded bidder's contract may also be audited. Attachment 11 lists the elements of a program that could be considered as part of audit. This list Is provided by way of example only and Is NOT exhaustive of the elements or the type of information that could be considered as part of an audit. The program will comply with the accepted principals and reporting requirements under the American Recovery and Reinvestment Act, Specifically, under Section 1S12 of the American Recovery and Reinvestment Act of 2009, Public Law 111-5 - Grants, Cooperative Agreements and Loans, program administrators shall ensure strict compliance with transparency and oversight requirements, A program database specific to the San Bernardino Valley Clean Energy District Program will enable the Office of Inspector General (OIG), the Office of Management and Budget (OMB), the California Energy Commission (CEe) and the US Department of Energy (DOE) to access all records, reports, audits, reviews, documents, papers, recommendations, or other materials related to program and operations. As required by the State Energy Program Guidelines adopted on September 3D, 2009 the Program Administrator will provide, upon request, copies of all consultant contracts, description of the roles of all parties involved in the Program, all publicly available legal opinions and judicial validation decisions, results of market research/surveys, detailed accounting of program startup and ongoing staffing, marketing and other continuing program costs, aggregate details of financing, details of bonds sold, progress reports and program reports, In addition, the Program is flexible in data collection and storage so any additional changes or requirements can be easily incorporated, Data will be collected in the field and processed by a server where a report will be generated and furnished to the qJstomer at the time of audit. The server will collect and maintain data that can be used to generate measurements for program metrics, including but not limited to: kilowatt demand reduction, kilowatt hour saving, therm savings, water savings, green Jobs createil and C02 emissions reduced. Reports can be created using a variety of parameters and can be aggregated on many different levels, including by individual jurisdiction or by aggregating the entire district as well as by different timeframes: monthly, yearly, etc. This data is readily and easily transferrable to the CEC using a CSV file or exporting the information to an excel spreadsheet. The information will also be tracked using the Program Dashboard furnished by EnerPath@ software. The information will be published at each level of program participation. At the customer level, homeowners will be given a report at the time of audit, At the sub-JPA level, each municipal g lVernment will be given a, :ess to the Program Dashboard that reports key program metrics to track progress. .: the JPA level, Progral1"'ashboard will be publiShed for review by the Board of Directors, This information w also be published to all I"~ : icipating partner websites, 42 The software furnished by EnerPath@ for program implementation is designed to adjust to different jurisdictions and programmatic needs, The software can function at many different levels of detail and shall prove fully responsive in the case of any changes to known tracking and reporting requirements for ARRA SEP programs. The City of San Bernardino Economic Development Agency will ensure the strictest financial and accounting processes and procedures to safeguard ARRA SEP funds from fraud, misuse and waste, These processes include setting up a specific fund within the financial management software to track all expenditures and revenues associated with the Program, ' Documentation will be open for review and all major decisions will be shared with community partners, As Program Administrator, the City of San Bernardino Economic Development Agency is experienced in fulfilling the extensive reporting requirements of various awarded federal, state and local funding streams. All income and expenditures will be tracked; all financial records will be maintained in accordance with accounting practices required under Section 1512 of ARRA 2009 and the requirements of the State of California. The program administrators will coordinate with the Contract Officer from the Energy Commission to report on the use of funds 10 days after the end of each quarter. Program administrators will be responsible for completing the project according to the approved plans and specifications and will manage all records of subcontractors or subgrantees, 43 2010-9 PrOl!ram Team Qualifications and EXDerience , , Document the procram team's qualifications for conducting a highly effective program that will meet the goals, objectives and strategies Identified In this solicitation, and performing the tasks described In the Scope of Work. Describe the nature and scope of prior work that is related to the goals, objectives, and strategies of this solicitation and tasks In the Scope of Work. List all Bidder staff, Subcontractor staff and partners, Including those who are not anticipated to receive ARRA funding. and describe their roles In completing each task. Provide job ciasslfications, relevant experience, education, academic degrees, and professional licenses of these staff. Provide a current resume for all team members. Identify the percentage of time each team member will be available throughout the contract. Describe their familiarity with the administration, management, and their technical expertise in meeting the goals, objectives and strategies of the solicitation and performing pertinent tasks Identified in the Scope of Work. The program team consists of the following members according to specialization': Program Managers- Casey Dailey - Assistant to the Mayor, City of San Bernardino Danielle Garcia - Project Specialist, City of Redlands laura Franke - Principal, Clean Energy Advocates Tony Haske - Vice President, Clean Energy Advocates Stephen Guthrie - CEO, EnerPath Jonathan Baty - Vice President, Technology, EnerPath Steven Meyers - Vice President, Strategy, EnerPath Craig Perkins - Executive Director, The Energy Coalition Mark Fleming - Director of Special Projects, The Energy Coalition Richards, Watson, & Gershon law Firm Program Financial Advisor- Program Energy Partners- Program legal Counsel- Complete Resume's of Key Team Members can be found as Appendix F. Casey Dailey and the City of San Bernardino serve as the lead and primary applicant respectively with regard to the creation and implementation of the SBVCED, Casey Dailey currently serves as Assistant to the Mayor in the City of San Bernardino, His responsibilities include transportation, land use development, environmental sustainability and legislative & intergovernmental affairs. Some of his current projects include the $190 million sbX Bus Rapid Transit Project, the $170 million San Bernardino Multi Modal Transit Center, development of a Citywide Transit Oriented Development Overlay District and the planning and implementation of the City of San Bernardino's $1,954,600 in Energy Efficiency & Conservation Block Grant funds. He is currently managing the City's EECBG Program and Climate Action Plan development. Program team members formulate recommendations, using their industry and technical expertise and operating under direction and contributions from the lead applicant, the structure of the 5BVCED is created. Casey will serve as the Program Manager for this prop<!sal and will coordinate all activities associated with the administration of the grant and implementation of the Program, laura Franke and Tony Haske are the executive leaders of Clean Energy Advocates, a company that focuses on financing solutions for energy efficiency, clean and renewable energy programs, Clean Energy Advocates will serve as Financial Advisor, They will work with Program Counsel to establish the joint powers authority (JPA) to assure appropriate structuring for debt funding through either public or private capital markets, In this capacity, they will prepare standardized financing parameters for inclusion in each participating city/jurisdiction's adoption documents to assure their ability to access funding through the JPA. Additionally, Program Management services will include overSight and documentation of all required property audits and certifications prior to the release of funding, As Financial Advisor we will provide Program financial oversight that will include: analysis of funding options; identification of required contractual assessment terms and conditions; work with Program Counsel to appropriately draft bond documents for validation of the Program; modeling, structuring and securitizing of contractual assessments to public and/or private investors; work with the County to assure 44 correct assessments to participating property-owners; and provide ongoing assistance, reporting and analysis to original and new participating jurisdictions, Stephen Guthrie, Jonathan Baty and Steven Meyers will bring their expertise in providing the most energy efficient and effective systems and services for driving successful EE programs by combining wireless mobile applications with a web-based enterprise processing, analysis, work-flow management and reporting system, Their company, EnerPath, is the only supplier to the Southern California Edison company that continues to win back-to-back-to-back emerging technology programs (Innovative Design for Energy Efficiency Applications _ IDEEA's), EnerPath has been responsible for the emergence and entry of many technologies that are now main stream in the EE and demand response marketplace, EnerPath will be implementing Tier I Surveys / Assessments, coordinating with Workforce Training and Development, pre-qualifying contractors / subcontractors and developing Contractor Program Guidelines. EnerPath will also serve as construction management and reporting on projects, manage all EE Data Reporting / Data Repository, conduct tools / software training for data acquisition, manage the Survey Central (Web) and Hotline, manage the Customer Sustainability Platform and support other Training Programs (HERSH/BPI) Training Workshops, In addition to these functions, EnerPath will also perform Inspection of Work / Post Inspection, Quality Verification and Test Out Inspections for Commissioning and the implementation of HERSH Audits (Partial). Craig Perkins and Mark Fleming of The Energy Coalition will serve the primary role of implementing marketing, outreach and education for participants in the program, both residential, commercial and the contractors themselves, For more than thirty years, TEC has pioneered innovative concepts within the energy sector by forging partnerships between local governments, utilities, businesses, schools, community-based organizations, and other constituencies, TEC is a proven leader in implementing comprehensive and integrated approaches to address energy, resource management, greenhouse gas reduction, and sustainable development issues within our partner cities. TEC will take the lead on establishing a communications strategy that is primarily focused on motivating homeowners to invest in energy retrofits to their property, This will consist of communications plan that identifies a highly visible program brand as well as marketing, outreach and education strategies targeted at a broad range of stakeholders and potential participants, A strategy will also be developed for the use of contractors and realtors as surrogate marketing conduits that will serve to multiple our Program's marketing and outreach efforts, The Energy Coalition will further develop and implement a comprehensive stakeholder engagement strategy to reach industry partners like Southern California Edison and The Gas Company, with the intent of leveraging any potential for marketing and outreach efforts. Oanielle Garcia will serve as the Program Manager for the City of Redlands, Oanielle currently supports operations across various operating divisions within the City: municipal airport, landfill, solid waste operations, building maintenance, and the branch of operations dealing with the development and execution of environmental policy and programs, These programs included Title 27 Landfill Compliance, creation of an AB- 811 Municipal Financing District, the City's SCE Energy Partnership to retrofit municipal facilities with EE/EC technology, and management of the City of Redlands' Energy Efficiency & Conservation Block Grant funds, In addition to this OanieHe is responsible for implementing various grant projects (i.e,; through procurement and the corresponding reporting process), Under the SBVCED program, Oanielle will serve as the coordinator between Redlands, San Bernardino and the Program Team, providing whatever technical, logistic or programmatic assistance necessary in order to successfully implement the program proposed herein, As well, she will provide any necessary resources to complete reporting requirements of the grant program, The law firm of Richards, Watson & Gershon will act as Program Legal Counsel and will assist in all legal aspects of JPA formation, program documentation and bond issuance, RWG Law has a proven track record with AB 811 and related programs, Serving as Legal Counsel in Sonoma County and Palm Desert, RWG Law has overseen the development of the two most successful AB 811 programs in the State of California, 4S 2010-9 SCOPE OF WORK AND DELlVERABLES Due to the length of the Program's proposal, the complete scope of work and deliverables can be found as Appendix B, 46 ExhlbH A Attachment A.1 Schedule of Deliverable. and Due Dates Cilu of San Bernardino Project 0 P1anliH S~rt Planned lA....,.;. r... Tn. Neme Dell.......bl.(.) Comptetion ARRA Funds Number Dot. Dote Funds AdmlnlslrMion 0410112010 0611512012 A' Attend Klck-off Meet AnU ted ~ofDeliventbles 0410112010 04/1512010 6335 D AnU ted Gantl Chart I NIA NlA AnU led Usl of F_ 0410' ,. 0411512010 AnU odlOt ....... NlA NIA AnU led FIna Plan 04101/2010 09101/2010 Schedule for Recrulli PAC Members 0 ional 04101/2010 0611512010 Commlulon Contract u,: Fi'Ial report InstructlDrB Dellw,.. A,' CPR Meetl . CPR Re . 07101/2010 0713012010 51401 D CPR deliver.bIes idM:1fied In this Scope 01 Woril 04/01/2010 06101/2012 comm"'ktnC~~~ Agenda and . Llst d -Expected Par1lciparts 0.1 Schedule for Written Determination 04/1512010 0412312010 WrIten Delen'n1rwl1Dn 041231201. 04123/20,. A,3 F.. Meeting w"'en~"_""_.nd" 04J2012012 0611512012 12,78 . SchedIAe lor closeout actlvlies 04120I2012 06I15f2012 A,' ........ oR ....... .R 0511012010 0411012012 156 . .5 Test PIa,.. TectncaI Reports 800 NlA NlA . . Interim Dellver8b1es A.6 FIn.oI 16985 . A.6.1 """"R Out.... Draft OlfIine 01 the FlnII 04120I2012 05101/2012 3860 . Final Outline oflhe Fql R 0510' 12 0511012012 A.6. F....R Draft FIn8I R 0511512012 0512512012 13125 . FIn8IR 06J01/2012 0611512012 .7 ldertify end Obtain leverage Furds A tetter regarding ~~undS or stating Ihal no 07101/2010 09101/2010 . . levflfll08 Funds are . loll ...- F_ 011D312011 01.10312012 A .. ..... c..... FLWld commltmeri ktUer 07102J202D 05/01/2012 Lener thai Leverage Funds were Reduced (If NlA NlA aDl'llicable\- A,6 ldertlfy and Obtain Requi'ed Permits A letter doaJmerting the Permits or stating thai no 04101/2010 05/0112012 . . Permits are fflDUired Updated list of Perm.s as they charve !bing the Term of the .a.ft ........ Updated schedule for IlCQWing Permits as It changes dlrlnolheT.-mofthe A ....... ...... A,' Electronic Fie Formal A Letter reQUe&ting iA~ptlon from the Etectronic Fie NlA NlA . . Fonnot" ._bie A.10 Establish th:l PAC I Draft Ust of PAC Members 0410112010 .7 , ,. '460 . FlnBIllst of PAC Members 0710112010 0910112010 letters of acceptance, or other comPlnble 07101/2010 09101/2010 doc:::umerUtion of commlmef1l for each PAC Member A.11 CoOOuct PAC Meet! , iona! Draft PAC Sche<NIe 0710112010 0910112010 <4716 . Final PAC Meet So--. 0910112010 05.10112012 PAC Meeting Agencia(s) with Back"""" Mlterials for 0910112010 0110212012 I.a... .......ttems Wrtten PAC meeting summaries,lnek.ding 1010112010 0210112012 recommended resolution of mailv' PAC Issues Admlnlstnltfw Tnb Sub-Total . . Technklll TnkI 0410112010 0113112011 1. Fral1"l8'NOrillrtegratlon TOOls, 2. Consumer Marketing and Education, 3. ClylCourty Marketif1j & I,. Tool Development Education, <4. EElRE Processir1l & Evaluation, 5. 0410112010 07/1512010 285,895 . eomactual Assessm8f1t FundIrQ Request AppIIcaIIon!;, 6. EnergylCostIGHG Savings Tracking looIs, 7. Team Responsibllities & Tlmellne 2,. Juriadlc:Uon Elltabllshment JPA and Comactual Asse55menl documeris 0410112010 0610112010 103,992 60,000 3,. Flrnmclng Documents Development Bond I Private PIacemenI documerts 04101/2010 0610112010 196,560 70,000 4.. Lega' Validation Filing Validation ning documents 06/01/2010 1010112010 38,755 35,000 CritIql ProjKt Rev.... 151 CrtIIcaI Project Review Report 0710112010 0713Oi2010 1. Program Design Documert, 2. Financing Plan, 3. ... Progrllm Design Tectncal Standards & Gulclelines~~~r8m Q6J01/2010 0910112010 215.855 165,000 n.--.tions Manual 5. Mart<etl...... A is CrllIeeIProJ-ctR........ 2nd erlical Project Review Report 1010112010 1012912010 2010-9 Exhibit A Attachment A-1 Schedule of Dellverables and Due Oates , Project 0 PlanMd Start .ilI..... Lo_o To" Tuk Nlm. o.llwrable(a) CompJeUon ARRA Fund. Number D.te Dolo Funds 1. Program MarketirG Plan, 2. Program lnoertlve ExeWion Plan ($150 towards fnt. 2000 audls), 3. Program Implementation & CouriyICIty Partner Ustir"Q. 4. Webslte launch, 5. '.0 Marketing, Outreech, Audits & Inst8lls. 6. Data 1010112010 ong.... 1,182.509 60.920 Operations Collection Resou"ce list, 7. Wortdorce Training Modljes, 8. ~ and ReportirrtJ Cortract , h Reeerw &. Incentive Fund U EstllbllaMd .long wlth Revotvlng . Trustee Oocumerts 1010112010 ongoing 475,755 39.000.000 .;.;:;.~ CrltlulPrafectRev'" 3rd Crlical Project Review Report 0110512011 01/31/2011 0 Tectwc.1 r...Iub-1ota "32' 3t no ... T 27 000 39 310 Exhibit B Att B-1 Summary Summary Project Budget ARRA Task Leverage Reimbursable Total Task Costs City of San Bemardino Task Costs Funds 0.0 Administration 250,679 0 250,679 Project Technical Activities 1.0 Tool Development 285,895 0 285,895 2.0 Jurisdiction Establishment 103,992 60,000 163,992 3,0 Financing Documents Development 196,560 70,000 266,560 4,0 Legal Validation Filing 38,755 35,000 73,755 5.0 Program Design 215,855 165,000 380,855 6,0 Program Implementation & Operations 1,182,509 60.920 1,243,429 7,0 Reserve & Incentive Fund Established alon9 475,755 39,000,000 39,475,755 with Revolving Fund Technical Activities Subtotals 2,499,321 39,390,920 41,890,241 Total ARRA Cost Total Leverage Total Project Funds Cost Project Totals 2,750,000 39,390,920 42,140,920 2010-9 Appendix A . Program Cost Effectiveness APPENDICES - LOAN FINANCING Table 1 Loan Fund Financing Opportunity Residential Commercial Market Potential 202,000 36,000 % Market Penetration 1.0% 0.4% # of HouseHolds Receivina Financina 2,000 145 Averaae Amount of Financina . $ 16,000 $ 48,000 Estimated Proposal Loan Pool $ 32,000,000 $ 7,000,000 . Assumptions presented in Tables 2 & 3 Table 2 Forecasted Residential Loan Allocation The total loan funds for 2,000 households is approximately $32 million and will be allocated roughly 50/50 between solar and energy efficiency upgrades, The average loan amount for solar is estimated to be $25,000 compared to energy efficiency upgrades averaging $9,000, Thirty percent or 600 of the homes would include solar totaling $15 million. An additional $3,25 million would be loaned to solar customers for energy efficiency improvements, The remaining 1,400 homeowners are expected to invest in new SEER 14 or higher Ale systems costing $8,000 and/or other energy efficiency improvements such as new EE windows, EE window film, atliclwall insulation, duct sealing, and natural gas fumace totaling $6,000 per household, , Average size of residential loan is forecasted to be $16,000, Residential Financing %of Loans II of HH Avg Loan $ Total Loans Solar only 5% 100 $ 25,000 $ 2,500,000 Solar + HV AC 15% 300 $ 32,500 $ 9,750,000 Solar + Other EE 10% 200 $ 30,000 $ 6,000,000 HVAConly 30% 600 $ 8,000 $ 4,800,000 HVAC + Other EE 30% 600 $ 13,000 $ 7,800,000 OtherEE 10% 200 $ 6.000 $ 1,200,000 Total 100% 2,000 $ 16,000 $ 32,050,000 APPENDICES - LOAN FINANCING Table 3 Forecasted Commercial Loan Allocation The total loan funds for 145 commercial businesses is approximately $7 million and will be allocated roughly 50/50 between solar and energy efficiency upgrades. The average loan amount for solar is estimated to be $75,000 compared to average energy efficiency upgrades averaging $27,000. 44 or 30% of the commercial businesses would include solar totaling $3.3 million, An additional $775,000 would be loaned to solar customers for energy efficiency improvements, The remaining 101 businesses are expected to invest in new SEER 14 or higher Ale systems costing $24,000 and/or other energy efficiency improvements such as lighting fixtures and/or duct recommissioning totaling $18,000 per business, Average size of business loan is forecasted to be $48,000. Commercial Financing %of Loans # of Bus Avg Loan $ Total Loans Solar only S% 7 $ 7S,000 $ 525,000 Solar + HV AC 15% 22 $ 100,000 $ 2,200,000 Solar + Other EE 10% 15 $ 90,000 $ 1,350,000 HVAConly 20% 29 $ 24,000 $ 696,000 HVAC + Other EE 30% 43 $ 39,000 $ 1,677,000 Other EE 20% 29 $ 18,000 $ 522,000 Total 100% 145 $ 48,000 $ 6,970,000 Table 4 Forecasted Enerav Efficiencv Savinas $39 million of loan financing is expected to generate approximately 7,8 million kWh or 80 billion Source BrUs plus 49,350 therms equivalent to 4,9 billion Source BTUs in energy savings. The electric savings are equivalent to 36% savings for both residential and commercial customers, primarily driven by solar savings estimated at 75%, Therm savings are conservatively estimated to be 5% for residential and 1% for commercial customers. Fln.nclna Enerav Savlnas kWh Thermo Resldenllol COrnnlrcial Resldenllol Co.....rcl.1 # of Customers Receivina Flnancina 2.000 145 2.000 145 Averaae Enerov Consumolian oe, Year 8,000 40,000 450 2,500 AverllOe % Enerov Savinos 36% 36% 5% 1% Averaae Enerov Savings' 2,870 14,200 23 30 Total Energy Savings 5,740,000 2,059,000 45,000 4,350 Proposal Source BTUs 58,n1,860,ooo 21,082,101,000 4,500,000,000 435,000,000 I flkWhwl0,239 BTUs, 1 TherITP100,OOO BTUsl . Assumptions presented in Tables 7 & 8 2010-9 APPENDICES - LOAN FINANCING Solar 10% Minimum Energy Efficiency Savings Requirement Table 5 Forecasted Energy Efficiency Savings for Residential Solar Customers Resldential- Solar Enel"RV EfflclenC'O Savinl!s Average "of "HH HH Total Solar Energy Energy Residential Loans IIofHH Savings Savings Savings Solar only 17% 100 0% 0 0 Solar + HVAC SO% 300 19% 1,500 449,872 Solar + Other EE 33% 200 9% 680 136,000 TOTAL 100% 600 U.2% 976 585,Sn Table 6 Forecasted Enerav Efficiency Savings for Residential Solar Customers Commercial- Solar Enel1!\ EfflcienC1 Savings Average "of " Bus Bus Total Solar Energy Ene rgy Business Loans II of Bus Savings Savl ngs Sav! ngs Solar onlv 17% 7 0% - - Solar + HV AC SO% 22 12% 4,800 104,400 Solar + Other EE 33% 15 14" 5,600 81,200 TOTAL 100% 44 10.7% 4,267 185,600 APPENDICES - LOAN PROGRAM ENERGY SAVINGS Table 7 Forecasted Residential EnerClY Efficiency SavinCls Residential Eneml Savino IDan Eaulomont Distribution kWh KW Thenns Averago Averace Average "HH HH Total HH Total HH Total "of Enorgy Enorgy Resldontlal Energy Residential Enorgy Residential Loans #ofHH Savlnos Savinos Savinos Savino,' Savlnos Savings' Savlnos Solar onlv1 5% 100 75% 6,000 600,000 3,7 366 0 Solar + HVAC I 15% 300 75% 6,000 l,BOO,(X)() 3,7 1,098 0 Solar + Other EE 1 10% 200 75% 6,000 1,200,000 3,7 732 45 g,OOO HVAC onlv' 30% 600 19% 1,500 900,000 0.7 420 0 HVAC + Other EE' 30% 600 23% 1,840 1,104,000 0,7 420 45 27,000 Other EE4 10% 200 8,5% 680 136,000 0,0 0 45 g,OOO TOTAL 100% 2,000 36" 2,870 5,740,000 LS 3,035 23 45,000 1 Assumed 25% of residential loans would include solar. Estimated solar would reduce 75% of electric consumption of average 8,000 . kWh. Solar only households already made prior EE upgrades above lO%threshold. For other households, HVAC or other EE upgrades were assumed to be needed to meet 10% reduction requirement which provided the same 75% level of savings as Solar onlv households. 2 kWh savings modeled using the Summit Blue 2007 calculations presented in "Savings Uncertainties in Residential Air Conditioning Rebate Programs n bV Rachel Freeman for upgrading SEER 10/EER 9 to SEER 14/EER12. lOther EE energy savings are considered to be partiallv offset by HVAC upgrade, so full estimated 8.S%savings were restated to contribute 4% incrementallV. . Other EE energy efficiency upgrades include EE windows, window film, attic/wall insulation, and duct sealing. See Table ~ Solar kW based on kWh savings converted to KW system assuming 1,640 hours (4.5 hours/day). HVAC KW based on calculation stated in note 2 above. Deatiled HVAC analvsis is provided in Table. 6 Estimated 8.5% therm savings for Other EE upgrades of EE windows, window film, attic/wall insulation, and duct sealing of total 450 household therms. Detailed information presented in Table 2010-9 . APPENDICES - LOAN PROGRAM ENERGY' SAVINGS Table 8 Forecasted Commercial Eneray Efficiency Savinas Commercial Enern Savlnes Loan Eouloment Distribution kWh KW Therms Averace Average Average " Bus Bus Total Bus Total Bus Total "of Ene'IV EnellY Commercia EnellY Commercial EnellY Commercial loans .0fBus Savings Savings I Savings Savina' Savina Savings' Savina Solar on Iv' 5% 7 75% 30,000 217,500 18,3 132 - Solar + HVAC' 15% 22 75% 30,000 652,500 18,3 397 - Solar + Other EE' 10% 15 75% 30,000 435,000 18,3 265 SO 725 HVAConlv' 20% 29 12% 4,800 139,200 1.4 41 , HV AC + Othe r EE' 30% 44 26% 10,400 452,400 3,5 151 50 2,175 Other EE' 20% 29 14% 5,600 162,400 2,1 60 50 1,450 TOTAL 100% 145 36" 14,200 2,059,000 7.2 1,046 30 4.350 1 Assumed 25% of commercial loans woutd tnclude sofar. fsttmated solar would reduce 75% of electric consumption of average business energy consumption of 40,000 kWh. Solar Only business were assumed to have already made EE upgrades above 10% threshold. HVAC or other EE upgrades were assumed to be needed to meet 10% reduction requirement and reach the same 75% energy savings level as Solar Only business. 2 Assumed two 3 Ton AC unit upgraded from SEER 10 to SEER 14, operating 3,000 hours. Used conservative kWh and KW savings based on Summit Blue 2007 calculations presented In "Savings Uncertainties In Residential Air Conditioning Rebate Programs. by Rachel Freeman. More Information in Table. 3SInce 80% of Other EE is lighting upgrades, energy savings were combined for HVAC and Other EE. 4 Other EE energy efficiency upgrades include EE lighting and duct retrocommlssloning. See table 5 Solar KW based on kWh savings converted to KW system assuming 1,640 hours (4.5 hour~/day). HVAC KW based on calculation stated In note 2 above and in HVAC table. , Estimated 10%therm savings for Duct Retrocommlssionlng, representing 20% ofOther EE upgrades. Other Duct work Is included within HVAC energy savings. Details on Commercial Other EE is presented in Table APPENDICES - RETROFIT ASSUMPTIONS Table 9 Estimated Residential Existlna AC Inventorv Most Likely HVAC Overall Overall %of Target System Avg SEER Average Average Total % Have HVAC SEER % Houses Rating of SEER EER Housing HVACs Homes Rating Upgraded Upgrades Rat! ng Rating Year Built (A) (B) (e) (0) (E) (F) (G) (H) Pre-198O 65% 65% 85,345 7,2 90% 9,5 9.3 8.2 1980-1990 17% 85% 29,189 8,7 75% 11.5 10.8 9.8 1990- 2000 8% 90% 14,544 10,5 40% 13.5 lLl 10.2 2QOO. 2006 7% 90% 12,726 11.5 10% 14.5 lL8 10.3 2006+ 3% 90% 5,454 13.5 0% 13.S 11.5 Total 100% 147.258 10.0 8,9 A) Housing distribution based on US Census Bureau data for major cities of program, B) Estimates from Proposal Team. Referenced U,S, Energy Information Administration study of 1997 and ARll996 study showing 80% of new single family homes being built with central AC C) Calculated based on (A) and (B) for 202,000 homes. 0) Estimated average SEER ratings by year based on 3 sources: ARI research reported in "latent Performance of Unitary Equipment" by Amrane, Hourahan, and Potts, 2002; Carrier Corp analysis; and HVACOPCOST,com, E) Estimated based on 20 year useful life assumption, F) Assumed Pre-198Oaverage 1990 SEER level; 1980-1990 averaged 2000" 1990-2000 averaged 2oo61evel. SEER levels based on ARI 2002 study G) Calculated based on mix of upgraded SEER levels and non-upgraded SEER levels [O*E+F*(l-E)), H) EER correspond to average SEER level. Used several sources to establish relationship between SEER and EER levels: ARI 2002 previously referenced; "Savings Uncertainties in Residential Air Conditioning Rebate Programs" by Rachel Freeman, MS Summit Blue Consulting, LLC, 2007 Energy Program Evalution Conference, Chicago 2010-9 , APPENDICES - RETROFIT ASSUMPTIONS Table 10 Estimated Residential AC Energy Savinas HVAC Energy Savings based on Upgrades to SEER 14 (Assumed 1,800 operating hours, 3 ton units) EXISTING Total Target HVAC kWh Ta'lel Markets NEW Alii Ave....e kWh Ene'l'( HVAC "Target AIII5EER 5EER kWh Ene'l'( SavI ncs Year Homes Markets Ratlnc Ratlnc Savlnp Savlnp " Built IAI 181 ICI IDI lEI IFI IGI Pre-l98O 85 345 60% 9.3 14.0 L889 36% 24% 198O-l99C 29,lB9 21% 10,8 14,0 1.097 21" 14% 199Q.200c 14 544 10% 11,7 14,0 728 14" 9% 2OOQ.200E 12,726 9% 11,8 14,0 690 13% 9% 2006+ - 0% Total 141.804 100% 10.1 14.0 1.501) 29% 19% EXISTING Tllrlet HVAC Martets NEW Alii KW AIIIEfR EER AIIIKW Energy RatlnC Ratlnc Ene'l'( 5avlnp " IHI III SavlnaslJl (KI 8.2 12,0 1.0 32% 9,8 12.0 0.5 16" 10,2 12.0 0.4 12% 10.3 12.0 0.4 12% 8.9 12.0 0.7 24% Al Represented in prior HVAC housing chart. S) Calculated allocation of (A) Cl Data from HVAC housinC inventory shown In Table. 0) Conservative minimum level ofTitfe 24 SEER 14. El Calculated based on formula used In Summit Blue Consultlo, study by Rachel Freeman, MS. titled "Savings Uncertainties In Residential Air Conditioning Rebate Programs" presented at 2007 Energy Program Evaluation Conference. in Chicago. Formula of kWh savings '" tons (3) . 12 . (I/SEEROld - I/SEERnew(14)). Load hours (1800) . conservative load factor (.801 F) HVA( savings In (DI as %of avgold HVAC SEER 10. Old SEER energy-S,200 kWh based on above formula. G) HVAC savings in (01 as % of total energy estimate of 8,000 kWh. For AlC users using 9.000 kWh, the average % savings Is 16%. H) Data from HVA( housing inventory shown in Table. I) Conservative minimum EER level of 14. J) Calculated based on formula used in Summit Blue Consulting study by Rachel Freeman, MS, titled "Savings Uncertainties in Residential Air Conditioning Rebate Programs" presented at 2007 Energy Program Evaluation Conference, In Chicago. Formula of KW savings = tons (3) . 12 . (l/EERold - 1/EERnew(12J). conservative Colncl~ent factor (.90) . load factor 1.80) K) HVACsavings In (G) as %ofavgold I-!VAC SEER 10. Old EER energy: 35 kW based on above formula. APPENDICES - RETROFIT ASSUMPTIONS Table 11 Estimated Commercial AC Enerc:w Savinas Commercial HVAC Energy Savings based on Upgrades to SEER 14 (Assumed 3,000 operating hours, two 3 ton units) % % % OLD NEW NEW Total Total OLD NEW NEW Total Average Average Average HVAC kWh Average Average Average HVAC SEER SEER kWh kWh Energy EER EER KW KW RatIng Rating Savings Savl ngs Rating Rating Savings Savings A B D E F (G (H I Total 10.0 14.0 4,800 30% 12% 9.2 12.0 1.4 2S% A) Estimated average SEER ratings based on three sources: ARI research reported in "Latent Performance of Unitary Equipment" by Amrane, Hourahan, and Potts, 2002; Carrier Corp analysis; and HVACOPCOST.com. B) Minimum Title 24 SEER level e) Calculation based on formula used in Summit Blue Consulting study by Rachel Freeman, MS, titled "Savings Uncertainties in Residential Air Conditioning Rebate Programs" presented at 2007 Energy Program Evaluation Conference, in Chicago, Formula of kWh savings = tons (3) . 12. (l/SEERold - l/SEERnew(14W D) HVAC savings in (e) as % of avg old HVAC SEER estimated 16,000 kWh based on above formula. E) HVAC savings in (D) as % of total energy estimate of 40,000 kWh. F) Estimated average EER ratings based on SEER level of 10. G) Estimimated minimum EER level H) Calculated based on formula used in Summit Blue Consulting study by Rachel Freeman, MS, titled "Savings Uncertainties in Residential Air Conditioning Rebate Programs" presented at 2007 Energy Program Evaluation Conference, in Chicago. Formula of KW savings = tons (3) . 12 . (l/EERold - 1/EERnew{12W Coincident factor (,90) . load factor (.80) I) HVAC savings in (G) as % of avg old HVAC SEER 10, Old EER energy = 3,5 kW based on above formula, Commlsslon Contract Manager: Calffomia Energy Commission 1516 Ninth Street, MS - 43 Sacramento, CA 95814 Phone: Fax: e-mail: Commission Contracts Officer: Califomla Energy Commission 1516 Ninth Street, MS - 18 Sacramento, CA 95814 Phone: Fax: (916) 654-4423 e-mail: Deliver confldenOal de/lverab/es to thIs location only, Invoices, Progress Reports and Non-COnfidentlal Dellverables to: Donna Green Accounting Office California Energy Commission 1516 Ninth Street, MS - 2 Sacramento, CA 95814 Phone: (916) 654-3904 Fax: (916) 653-1435 e-mail: doreen(QleneraY.state.ca.us Commission Legal Notices: Cheryl Raedel Manager, Contracts Office Califomia Energy Commission 1516 Ninth Street, MS -18 Sacramento, CA 95814 Phone: (916) 654-4392 Fax: (916) 654-4423 e-mail: craedel(Qlenerov.state.ca.us 2010-9 Exhibit F List qf Contacts Contractor Contract Manager: Casey Dalley City of San Bemardino 300 N, D Street San Bemardino, CA 92418 Phone:9Q9.384-5133 Fax: 909-384-5067 e-mail: Dalley-Ca@sbcity,org Contractor Contract Administrator: Brian Turnbull San Bemardino Economic Development Agency 201 N, E Street, Suite 301 San Bemardino, CA 92418 Phone: 909-663-1044 Fax: 909-888-9413 e-mail: Btumbull@sbrda,org Contractor ACcounting Invoicing Contact: Russ Dejesus Accounting Manager San Bernardino Economic Development Agency 201 N, E Street, Suite 301 San Bemardlno, CA 92418 Phone: 909-663-2288 Fax: 909-~9413 e-mail: RDeJesus@sbrda.org Contractor Legal Notices: Tim Saba San Bemardino Economic Development Agency 201 N. E Street, Suite 301 San Bemardlno, CA 92418 Phone: 909-663-1044 Fax: 909-~9413 e-mail: Sabo@lbbslaw.com Pane 1 of 1 References Due to the length of the proposal and amount of references provided by the City of San Bernardino and 'sub contractors, all references have been included in Appendix D. 2010-9 APPENDICES - RETROFIT ASSUMPTIONS Table 12 Residential Non-HVAC Enerqy Efficiency Financed Improvement Assumptions Residential Energy Efficiency Improvements (Non-HVAC) Energy Savings %of kWh Therms MiscEE % kWh. %. Therms' EE Windows 15% 5% 400 5% 23 Solar Controlled Window Film 15% 5% 400 5% 23 Attic/Wall Insulation 30% 10% 800 10% 45 Duct Sealing 40% 10% 800 10% 45 Gas Furnace 10% 15% 15% 68 Average Other EE Improvements 8.5% 680 10% 45 1 Source: Ca liforn.ia Energy Commission Consumer Energy Center 2 kWh savings based on total Residential usage of 8,000 kWh 3 kWh savings based on total Residential natural gas usage of 4S0therms. Table 13 Commercial Non-HVAC EnerQY Efficiency Financed Improvement Assumptions Commercial Energy Efficiency Improvements (Non-HV AC) %of Enel'RY 5avinJ:!s Misc EE % kWh. KW. Therms' Lighting Fixtures 80% 15% 6,000 2,2 Duct Retrocommissioning 4 20% 10% 4,000 3,2 250 Average Other EE Improvements 14% 5,600 2.1 50 1 kWh savings based on total Commercial usage of 40,000 kWh 2 Ughting KW savings based on 50/.011 KW/kWh ratio DEER ratings for T8's. Duct Retrocommissioning kWh/KW ratio = .0008. 3 kWh savings based on total Commercial natural gas usage of 2,SOOtherms. 4 Other EE Duct Retrocommissioning was assumed to be incremental to HVACrequired upgrades. 20% of Other work. 2010-9 , Appendix B - Scope of Work and Oeliverables TASK 1: CONTRACT MANAGEMENT A, KICKOFF MEETING Through this process the contractor shall establish the lines of communication and procedures for implementing this Agreement, The Contractor shall: . Attend a "kick-off' meeting with the Commission Contract Manager, the Contracts Officer, and a representative of the Accounting Office. The Contractor shall bring their Project Manager, Contracts Administrator, Accounting Officer, and others designated by the Commission Contract Manager to this meeting, The administrative and technical aspects of the Agreement will be discussed at the meeting. Prior to the kick-off meeting, the Commission Contract Manager will provide an agenda to all potential meeting participants, The administrative portion of the meeting shall include, but not be limited to, the following: . Terms and conditions of the Agreement . Critical Project Reviews - expectations and schedule . Leverage fund documentation . Permit documentation The technical portion ofthe meeting shall include, but not be limited to, the following: . The Commission Contract Manager's expectations for accomplishing tasks described in the Scope of Work; . An updated Schedule of Oeliverables . . Processes for submitting, reviewing and approving Progress Reports, Task Oeliverables and Final Report The Commission Contract Manager shall designate the date and location of this meeting, B, INVOICES The Contractor shall prepare an invoice for all contract expenses performed at each stage identified in the schedule of the proposed program. The official invoice will be submitted to the Energy Commission's Accounting Office, c. SUBCONTRACTORS? The contractor will manage and coordinate subcontractor activities, The Contractor is responsible for the quality of all subcontractor work. If new subcontractors are added, the contractor shall notify the CCM who will follow the Energy Commi.sion's process for adding or replacing subcontractors, 0, MONTHLY PROGRESS REPORTS Through this process the contractor shall per 'odically verify that sati! l tory and continued progress is made towards achieving the ob)e Jves of the project. Thi 'lsk will include the mandatory reporting activities for the ARRA Sl r- Jrograms, The Contractor shall: . Prepare monthly progress reports which summarize all contract activities conducted by the Contractor for the reporting period, including an assessment of the ability to complete the contract within the current budget and any anticipated cost overruns. . Submit each progress report to the CCM within 3 working days after the end of the reporting period. . Submit electronic data to the relevant ARRA SEP tracking and reporting entities Deliverables: . Monthly Progress Reports . Monthly submittal of electronic data to ARRA SEP tracking and reporting entities E, CRITICAL PROGRAM REVIEWS Through this process the contractor shall determine if the Contractor's project should continue to receive SEP funding to complete this Agreement and whether there are any modifications that need to be made to the tasks, subtasks, deliverables, schedule, or budget, The first Critical Program Review (CPR) shall be held within the first six months of the contract start date to determine the level of funding that is appropriate for the tasks and to ensure work will be completed on schedule, Additional CPRs shall be scheduled throughout the term of the agreement. The Energy Commission Contract Manager may schedule additional CPRs as necessary, and any additional costs will be borne by the Contractor. CPR participants include the Energy Commission Contract Manager and the Contractor, and may include the Energy Commission Contracts Officer, one or more members of the ARRA Committee or their designee, other Energy Commission staff and management, and any other individuals selected by the Energy Commission Contract Manager to provide support to the Energy Commission, The Energy Commission Contract Manager shall: . Determine the location, date and time of each CPR meeting with the Contractor, These meetings generally take place at the Energy Commission, but they may take place at another location, . Send the Contractor the agenda and a list of expected participants in advance of each CPR, . Conduct and make a record of each CPR meeting, One of the outcomes of this meeting will be a schedule for providing the written determination described below, . Determine whether to continue the project, and if so, whether or not to modify the tasks, subtasks, schedule, deliverables, and budget for the remainder of the Agreement, including not proceeding with one or more subtasks. If the Energy Commission Contract Manager concludes that satisfactory progress is not being made, this conclusion will be referred to the Energy Commission's ARRA Committee for its concurrence, . Provide the Contractor with a written determination in accordance with the schedule, The Contractor shall: . Prepare a CPR report for each CPR that discusses the progress of the Agreement toward achieving its goals and objectives. This report shall include recommendations and conclusions regarding continued work of the projects, This report shall be submitted 2010-9 , along with any other deliverables identified in the Scope of Work. These documents shall be submitted to the Commission Contract Manager and any other designated reviewers at least S working days in advance of each CPR meeting. . Present the required information at each CPR meeting and participate in a discussion about the Agreement. Deliverables: . CPR Report . CPR deliverables identified in the Scope of Work F. FINAL REPORT Through this process the contractor shall prepare a comprehensive written Final Report that describes the original purpose, approach, results and conclusions of the work done under this contract, The CCM will review and approve the Final Report, The Final Report will be completed on or before the termination date of the contract, The Final Report shall be a public document, The Contractor shall prepare a draft Final Report summarizing the tasks under this agreement, and shall encompass all tasks performed under this agreement, The draft final report shall be prepared in a language easily understood by the public or layperson with a limited technical background, and submitted to the Commission Contract Manager for review and comment, The draft Final Report shall follow the Energy Commission's report format as specified by the Contract Manager. The Contract Manager will review the draft Final Report, provide comments, and request changes as needed, The Contractor will then revise the draft and submit a Final Report as directed by the Contract Manager, After approval of the Final Report by the Contract Manager, the Contractor shall deliver one original, reprodUCible 8 ]/2" by 11" camera-ready master in black ink of the Final Report. Illustrations and graphs shall be sized to fit an 8 ]/2" by 11" page, readable if printed in black and white, In addition, the Contractor shall deliver an electronic copy (CD ROM or memory stick) of the full text in Microsoft Word file (doc,). Both the final meeting and the Final Report must occur 15 days prior to the ending term of this Agreement TASK 2: PROGRAM DELIVERY A, IMPLEMENTATION PLAN Through this process the contractor shall develop a detailed plan to complete the San Bernardino Valley Clean Energy District program., The Contractor shall: . Prepare a Draft Implementation Plan that includes, but is not limited to, the following: o A list of the speCific activities that will be conducted to deliver the program, o Explanations for how the contractor, subcontractors, and any other organization that is key to the success of the program (such as financing institutions), will contribute to the completion of the program activities, o A detailed Financing Plan, o A timeline for the program that delineates the schedule for each program activity, including invoices, o Milestones that can be used to gauge progress towards the program objectives, o Contingency plans for the critical components of the program, o Present the draft Implementation Plan to the Commission Contract Manager via a phone conference or physical meeting, o Prepare the Final Implementation Plan that addresses the comments received on the draft plan, o Since the proposed program includes separable components (such as program startup or ongoing program administration), the Implementation Plan shall discretely delineate the activities, partners, timelines, milestones and contingency plans separately for each component, o Since the proposed program includes separable components, the Implementation Plan shall discreetly delineate the activities, partners, timelines, milestones and contingency plans separately for each component. Deliverables: o Draft Implementation Plan o Final Implementation Plan B: ADDITIONAL SUBTASKS o Workforce Development o Participant Recruitment o Energy Audits o Retrofit Installations o Quality Assurance o Verification of Energy Savings o Program Reporting Each subtask should include a description of the task goal, a list of contractor activities, and resulting deliverables, Deliverables a nd Due Dates Summarize the deliverables and due dates for the Scope of Work in a tabular format. The deliverables already listed are contract requirements that the Bidder must incorporate into the proposed deliverables list and also budget and schedule resources for in the proposal. Task Deliverable Due Date 1 Monthly Progress Reports: Monthly 1 Critical Program Review Reports: Within 30 days of CPR meetings 1 Final Report End date of contract 2 Draft Implementation Plan: Within 30 days of contract start date 2 Final Implementation Plan: Within 10 days of receipt of Contract Manager comments on Implementation Plan 2010-9 Exhibit 8 Att 8-2 - Contractor ARRA Budget for ARRA Reimbursement to Contractor City of San Bernardino Personal ServIces Project Operating Expenses Direct Labor Fringe Benefits Materials Equlpmert TraYel ARRA Reimbursable Sub- Task Co$ts conractors 2.529 6,335 7.588 5',.01 2.529 12.783 0 156.000 1,0 Project Adrmnlantlon ActMtie. Al An~ KIck~ Meeting A.2 CPR Meetings AS FInBI_ A4 Monthly Progress Reports A.5 Teet PIa,.., TedlnicIl Reports ancllnlel1m Deliwnbles A.5 FNlReport "'1.1 Final Report Outline A.U FinlIlRepott A7 Identify and Obtain Leverlge Funds A.5 lder<<tfy and Obtain Required Permits A.& Electronic File Formal AlO E"'~I"'1he PAC (Ophonal) A11 Conduct PAC Meetings (Optional) AdmlnilnUon Acttvltiel Subtotals 2,472 1.334 43.815 8.920 1,334 156.000 "'"IJIJr~ .''', '",,-, 'r" " , I < ' . 'I till, ';ll:l\M>"~""""II""" ,. .' , ",'. ,'."" ,," ',,' . ..~ l.Jir :]ll~ro'~;q~~ I;- r;",,$lp~...:>" ~: I ~ J ',. ~ : ',)~ ... ,'1 ;': '" ~. ' ": 16,'.5 o o o . o o 1....5 3.880 o 3.880 13,125 o 13,125 ~~';~II('" ',-,..'. ., . 00' , ,.~ ~~ 1':tr:'r;1lt~J:"~~t,;: "","'" . J" I," , _,~--1I . '", .", 11 '[..... - ) i%d~;~,{~I" ~ ";;\;( ~"t':;~. '," I ~ ,""'::j);I:'~~~::tr~t~<rti'",,~'~1 ',~ : . .,' '~_lJ '~._< !II~'''''''''' '. ," . ":l! r,..' ~.:..A t I l 1 1,."f l ' <1: ~l~..t;;.,c,,,".,. "J.I ,.l ~,,,"J.t: _"II 2.460 0 2.460 0 4,716 0 0 0 2.668 0 12.643 250,679 0 0 0 0 0 248,680 285.895 79,800 89,895 13,600 21,640 3.900 11,940 133.130 133,130 3.8!50 3.8!50 12,700 12,700 1.900 12,940 0 0 0 0 0 1 02,352 ,-~. 103.992 89.252 89,252 13,100 14,740 0 0 0 0 0 ~t',500', '.UIlO 180,000 180,000 14,500 16,560 0 0 0 0 0 36.~.~ 38.705 35.000 35,000 1.975 3,755 0 0 0 0 0 191.845 215,855 26,250 35.204 Paqe 1 of 2 4,716 235.388 Project Technical Actlvltle. (Delete or add rows 8& necessary) 1.. Tool DevatGprMnt 37,215 1.1 Framework Integration Tools 10,095 1,2 Consumer Marketing & EducatiOn 8,040 1.3 CIly/Counly ............ Education 8,040 1.' EEIRE Processing & EvalUltion 1.5 Conlnldual Aueumenl Funding Request 18 EnergylCosttGHG Sa'o'ings Tracking 1,7 Team Respoosibilitie$ & TlmeIine 11,040 2,0 Jurtsdlctlon &ubllshmtnt 1.640 2,1 00cumenI Creation 22 Doc:umenI Review 1,640 3.. Flnlnelng Documentl Devetopmenl 2.oeo 31 00cumenI Creation 3.2 Oocumenl. Review 2,060 4,. Legal Valldatton Filing 1,780 4,1 Documenl Creation '2 DocumenI Review 1,780 5.. Program De.tgn 24,010 51 progrem Design DoaJment 8.954 Exhibit 8 Att 8-2 - Contractor ARRA Budget for ARRA Reimbursement Personal Servk:es Project OperaUl"G Expenses to Contractor ARRA City of San Bernardino Reimburuble Dited Labor Fringe Benefits Matetials Equipment Travel Misc. Sub- Task Costs conlr8clon 5,2 Program Financing Plan 52,325 52,325 5,3 Technical Standards & Guidelines 73.795 73.795 5.' Program Operations Manual 9,056 31.650 40.706 55 Maltetlng Analysis 6.000 7,825 13.825 0,. 156,730 , ,'.. . . , 23,370 ',~,' - Program Implementation & Operations . 1,G02,olOO .. _~1,~.82._~ 61 Program Marteting Plen 27,nO 3.350 31,120 62 Program Incentive &ecutlon Plan 23,400 27.550 SO,95O 63 ""'Y1CoLfty Pan,,", Uoting 12,384 , 12.384 54 Webslte Launch 6,408 , 6._ 6..5 Marketing, f?utreach, Audits & Insta"s 28.200 23.370 763.6&4 835.254 66 Data CollectiOn & Reporting 48,BOO 147,400 196.200 6,7 Wcntorce Training Modules 6.360 40..425 46,785 08 Softw.f'ft IIl1d Reporting ConIracCs 3.000 , 3.000 6,9 Exhibit Booth 406 , '08 7.' R...rw & Incentive Fund Estllblished .',480 . 0 0 0 390.000 44,275 "715.765 .tong with ReVOlving Fund 7.1 Establish Reserve Funds and Documents 390,000 "",275 434,275 7,2 Administer Funds 41,480 0 4',480 Technical ActMtln SubtolIls 264,915 0 0 0 , 413,370 1.821.036 2,499,321 Major Total ARM Prime Contractor Direct Labor Fringe Benefits Materials Equipment TflIvel Misc. ~:::: Reimburs-able r_ ARRA Relmburuble Tobit. 500.283 0 0 0 2,668 413,370 1,633,679 2,750,000 Perunt of the Total 16% C% C% 0% C% 15% 67% 100% 2,249,717 (1) Prime Contractor profit not allowed on Subcontractor invoices and profit cannot exceed 10% of the ARRA funds allocated to the Task. M......... '\ ...1""1 2010-9 Exhibit B Att B-2.1 - Sub ARRA - RWG Budget for ARRA Relmbu..ement to Major Subcont..ctor IJ1 D""'.. Rk:hards Watson Gershon PersOOlll Services """... ~ Expono.. Direct Labor Fringe Benefits ...,...... Equipmert TrllveI Misc. Sub- """"""en ARRA Remtus ableTask Costs lor Sub.' '.0 Project AdmlnlW'adon ActMtiH A,' Attend KIck-off MeetW1g A.2 CPR Meetings A,3 Final MMtir1l A.' --.- .... Tell Plats. Tect'nicaI Reports and Irterlm ~ A,' FkIaI Repon 1..&.1 F'" _ 0Utnl ...... F...._ ...7 ldeItjfy.oo Obtain l.eY.-age FLW'ds ...e ldertify and Obtain Requi"ed Permits ...9 EIecIronic Fie Format A.~O Establish the PAC (OpIion8I) A.11 Conducl: PAC Meetings (Optional) Administration ActMUn Subtotals o o o o I~iii_~~ii.~tf. :~;it;;?~;,1~;;"~1P'~ . '):,~, 1 \~,J'''''~ r';'~: ~~) ..~ ~:,; > . J ,~. ~;" I ~~/r "~I,~~' ~ \ I' ".,;. l~~bill', 1tm~~~~'JU'III,t, -"..~,t,.i,:\~,'I"'!:"" fll\.,"'tbi;'" ~','. 0,,1 ",-'- 0;.,' ,~'t1....." l ." . . . . . . . . o . '''^~'~''-'''' '1':Mf",." ^ .., -""'-",-n . -"---' , ,- -, ,- ,,- "m I;~ :~h~'i!!1'~ ~';r+",:f.1I@:~t'gi:;j>~,..., ~-" 'Ft I:' Kl r )'lL~; ~ " ~ ,\. J~J " ~ . ~,,"~~,",~I': ,,"~ ,)~ ,.. , , ~ .., 1\l:'"~i'~~1'iI ^f!ll",~ ^ ,: .' " I '. ' : 'i'!! ~".k;j'"r;"'"~"1 ~,\.iJ;~r" . ~; "" -,.!. ~~~ t~@~J;~~~~ ~~:~:~~f'~~~ I ~'~~"" ),'"r i ,:' "~..J( ,r c<' A > ~: " : . i :~;g ~lI...S.:!lI\kl\ililli'~'r!1 ,~t.t~1t<.~~-;ll'....,""{-a;;~""'~ ~I'..i:;i',::.::;e;ii';~, ,." '",. ~,'~',: ': 'm . o . . o . . . . 0 . 0 . 0 . . . . 89,252 89,252 . 180,000 180,000 . 35,000 35.000 . . . project TKhntCIIl Actlvttl.. (Delete Of add rows as nec:eu.y) .,. Tool Deveq,ment . " Framewortt Integration Tools 1.2 Consumer Marketing & Education '.3 CItyfCounIy Marketing& EducatiOn 1.' EElRE ProcesSing & Evalualion 1,' Cortractu81 As.essment Funding Request 1., E.....,<<:ostIGHG....... T_ 17 Team Re&p0r6lb11ities & Timeline 2.0 ' JuriMlctkm EslabIlshment .., 2,' Doa.mert Creation 86.500 2.2 00cumenI Review 3,. Fln.nc:tng Documents Development 180,000 3' Document Creation 180,000 3,2 """-"- Review ... Legll ValkIation Filing 35,000 ." Doa.mert Crutiorl 35.000 '2 Doa.menI: Review ... Program Design . ... Program Design Documert . . o . . o . . 2.752 . 2,762 . . . . . o . . . . . . . . PaQe 1 of 2 Exhibit 8 Att 8-2.1 . Sub ARRA - RWG Budget for ARRA Reimbursement Personal Services Project Operating Expenses to Mljor Subcontrector 1/1 ARRA Reimbln 0""".. ableTask Costs Richards Watson Gersron Direct Labor Fringe BenefU; Materials Equipment lIB"" MiSc. S..... fotSub.l CCH"O"8Cf<"" 5,2 Program Flnarclng Pian . 5.3 T ectncaI Standards & Guideiines . 5,. Pt'ognIm ~ MenJaI . 55 Ma....'"G""""'. . 01'> , , '"' ."~;' . ..', " , ',0 Proo.... ImpMrnefQtlon & Openltlonl 0 ,', . 'y, 320 . , . 0 320 , ~:". - ,- . i '. . .~.-,~. .';~ ~ . ." Program Marketing PSI" . 6.2 Program Incertlve Ex8ClAion Plan . 6,3 CIIyfCounIy Pa_ Us",," . 6,' Wet.Ilel.aJnch . 6..5 Mart.etng, 0l.Creach. Audits & Installs 320 320 6.6 Oatil CoIection & Reporting . 6,7 Workforce Trari"lg Modules . 6.6 SotIwIre anet Repol1ing Corttacb . 6,' Exhibil Booth . 7,' Rnerve & I==::und &gbl'-hed . . 0 0 0 0 . ......... with R Fund 7,' EstabliSh FLW'Ids and Documerts . 7.2 AdministerFlM'lds . Techmc.1 Ac:tMties Subtotals 301,500 0 320 . 2.752 0 . 304,572 Major Sub "1 Major Subcontractor'1 O<ecILa"" Fringe Benefits Malerials Equipment Travel Misc. ARRA _....- able Cost ARRA Ralmbuf"Nlble 1ot111s 301,500 . 320 0 2,752 . 0 304.572 hrcenl of the TotIIl 99" ... 0" ... ,,, 0" "" ,- TOUII project expeI'HS" 3.072 (1) Subcontractor profit is not allowed on Sub-subcontractor Invoices and profit cannot exceed 10% of the ARRA funds allocated to the Task. ': <"cri.:; . ....- ---- ~ -~~"'........~ ~ n___ "\ _..., 2010-9 Exhibit 8 Att 8-2.2 - Sub ARRA - CEA Budget lor ARRA Reimbursement to Major Subcontractor It2 0"""" Clean Energy Advoc8tes, Inc. Personal Services Project 0per81irt1 Expenses Materials s..... conlnlct... ARFtt, Reimburs abltTask Costs lor Sub" Dlred Labor Fringe Benefits Equipmert Travel Misc. 2.200 1,0 ProjKt Admlnf.lr8tlon ActfvItin A.1 Attend Kd-otf Meeting ...2 CPR Meetings ".3 FlnBI Meeting .... Monthly Progress Reports A., Test PWs. TectricaI Reports and lrierlm Del_ A.O FlnII! Report A.6.1 1".... Report 0uIir0 .....2 FlnaIReport A.7 ldertify all:l Obtain leverage Funds A.I )denl:ify and Obtain Required Permits ..,. Electronic Fie Fcwmat A.10 Establish the PAC (Opllonal) A.11 Conducl: PAC Meetings (Optional) Admlnl.t,Mlon ActMlIH Subtotals 11,000 6.600 2,200 329 2,529 986 7.... 329 2,529 o ~"~""""""~"'~"''''''''''''-'''''''- , ..,., . - , II ~i lI!;gq~ ~ .i ~ ~~~ -".CIi l~~ , -I'i . . 1 ,ilj; , . ~~'-'L" /,\a'~".-1~""._",:Id< '"'i:"'~ ~'~." ,," ';' :11- ~"~"~" ...... .. .. ...,. I ; -, " ". , ' ~ ~ ~ ~~J@t;~J<r(~t11 .~~1C"S:r';". .;tt..~> .:\',;>;ko., , '.' ~ ~ l ", ' '+ L..li" 0" ,<I'~"'i'I"'t~.. ,;j~ ~~"". -, ,~1, .! -dO . ~ 1li.~.liil!t~~JO!;::;ilir~t'll;jjl'1"G~~l.",t..',.., "","', '"";,.",,, ,;:;~ ~!I~tJi~riSH~b~l.t,~~, ",' 'r <''''".lii'...\;.JJ:1.;' I f~~IK:""~ . , I - ,_, ,,"'fj!jI . Project TechrMcal ActtvlUel (OeIete ex add rows as MCeSSary) 1,0 Tool Development 26.650 1.1 Framework Inlegration Tools 3.650 1.2 Conswner Mal'keling & Education 3.900 13 Clty/Courty Ma/1I.etino& Education 3.900 " EElRE PrOC8S$ing & Ev.lu8lion 3.650 ,. Contractual AsS8$Srnen: FLrding Requesl 3.650 1.6 ErwgyJCosVGHG Savings Tracking '.000 17 Team Responslblilies & Tlmellne 1,900 2,. Jurladlctlon EsUlblilhment 2.1 Docunenl Creation 2.2 00a.menI Review 3.. Financing DocUIMnts Dewlopment ,. 31 00cumenI Creation 32 Oocumert Review 14,500 ... Legal Validation Fllirtg 1,975 ',1 Documenl Creation '.2 Documenl Review 1,975 ... Program Datgn 112.825 ." Program Design Document 16,750 o . o o o o o . o 0 0 0 0 0 1,643 . 0 12,643 0 0 0 0 0 0 26,'" 3,650 3.900 3.900 3.560 3,650 ..000 1,900 0 0 0 0 0 0 9,750 0 9,750 0 0 0 0 0 0 14,500 0 14,500 0 0 0 0 0 0 1.975 0 1,975 0 0 0 0 0 0 112.825 16,750 P~np 1 of ? Exhibit 8 AU 8-2.2 . Sub ARRA - CEA Budget for ARRA Reimbursement Personal Services Project Operating Expenses to Major Subcontrsctor 112 ARRA Remtu" 0....... 8b1eTesk Costs Clean Energy Advocates. Inc. Dwed Labor Fmge Beneflll Matenals Equipmenl Travel Mise S.... for Sub #1 """,..te.. 5,2 Program Financing Plan 52,325 52,325 5,3 T ectncaI Standards & Guidelines 23,300 23,300 5' Program Opel1lli0t5 Manual 20,450 20,450 5,' Manet...._. 0 -,. Program Impr.m..utlon & O~ratkms 74.525 0 3.~ 0 ',025 , 0 0 81.950 .6.1 Progl1lm Marketing Plan 0 6,2 Program Inc:et'ilve Execution Plan 12.850 12,850 6,3 Cltyi'Courty P.-tner Usling 0 6' Websile LalX1Ch 0 6..5 Marketing, Outreach, Audits & Installs 15.250 3.400 4.025 22,675 6,_ Data CoIection & Repa1ing 6.000 6.000 6,7 Workfotce Training Modules 40,425 40,425 6,_ Software and Reporting Cortracts 0 6,9 Exhibit Booch 0 7.. R...rve & Incantl.,. fund EstIIbU,hed 44.275 0 0 0 0 0 0 44.215 .~wkhR~~FuM 7.' E5taWsh Funds and Oocumerts 44,275 44,275 7,2 Administer Funds 0 TKhnlClI ActlvIU.. Subtotal, 284,500 0 3,400 0 4,025 0 0 291,925 Major SIb.1 Mljor Subcontractor " Direct labor Fringe BenefItS Materials Equlpm.... Travel MiSe. ARRA Reimb,n- ableCosI ARRA ~lmbufNble TOOII, 295,500 0 3..... 0 5.... 0 0 304.... Percent of the T ola' 97% 0% ''I 0% 2% 0% 0% 100% Total prOject expenses . 9.068 2010-9 Exhibit 8 Att 8-2.3 - Sub ARRA - EnerPath Budget for ARRA Relmbureement to Mojor Subcontrector'l (1) 0-.. Eneri'slh Personal Services P<olocl Ope.ot... ......... Direct Labor Fringe Benefits Materials Equipment Travel Misc. ARRA Reimburs able Task Costs Sub- tarSubtl1 com."<n 1,. ProJKt Admlnlatmlon Acttvttl" .... Attend KIck-off Meetng A.:l CPR Meetings ...3 Fn' Ueel;ing ...... MorthIy Progress ReporI$ A,' rest ~.... Technical Reports.1'd Irterim OelNeoa_ .... FI,...I Report A.S.1 FinalRepor1Oul1One A.6.2 FInolRepor1 ...7 Idertify and ObtIiin leverage Funds ...8 ldertlfy and Obtain Required Permll:s A.9 Electronic Fie FamaI ..... Establish the PAC (OptiOnal) ...11 ConducI PAC _. (Optional) Administration ActIYIUQ Sublctatl . . . . . . . . . . . . . ~.""'~il"~'''''~'''I''~""":l!J'''':"'>''''--:'''' '".',"" .. . "~ f:t!:ii ~ ,"',~> r~r"f'IiI'I, ,- ~';li, l -... ,,...,~ " If' tl ~ r- ? t',;? ;'.,... I <'?I "1-}" " _ ~ (~ ...:' ~ '" ,I '1 _ ~ .:. ~, ' '" , , ; , ,"<') , I, ~ ~~"""''';''''I \, ", ~ ~:tIl~~~~'b;~-;: ,":1.",''" ,"j", '\ .i ~~"' 1<'; . :'~' ',".;' . Jh~;t1~t'l':;l.'ll?1O ; I "'I - f <.",' I" '; ~ <', ,t ~~_~"~?'~'cir'I,<fl'~' _~,I,,~ ....1 ;.i ~ 1~ .<!-' ',""'"," ,',;iiJ ~~11~t~~.jil:i~;'~~~.Jt":,j~1~~,~.fl~~!!1",->;1'"::~J;I~~~;':r.I;:~"",.~".; I:.;" .":1. . . . . . . o . . . proJKt TecMlcat ActIvtu.. (OeIete or add rows as necessary) 202.280 . . . . . . 202.200 1,. Tool Oevetopmenl 1.1 Framework Integration Toots 1.' Con6I.1'nel' Marketing & EducaOOn 1.3 CitylCourty Market~ Education 1.4 EElRE Processing & Evaluation 1.5 Cortractual Assessmere Funding Request 1,. EnergylCostlGHG Savings Trackng 1,7 Team Respol15lb1ities & Timeline 2,. Jurilldlctlon Establishment ., Documenl: Creation 2.2 Oocumenl Review 3,. Flnenclng Documents Deveklpment 3.1 Documenl Creation 3.' 00clMnenl Review ... LegIIl Validation Filing 4.1 Documer1 Creation .,. Doc:urnen Review ... Program o..lgn " Program Design Docomenl 72.800 72.800 . o 129.480 129.480 . . . . . . . . . . . o . . . . . . . . o o . . . . . . . . . . . 42..20 . . . . . . 42.'20 . Paoe 1 of 2 Exhibit 8 Att 8-2.3 - Sub ARRA - EnerPath Budget for ARRA Reimbursement Personal SeMc:es Project Operating Expenses to Major Subcontractor #1 (1) ARRA Retmtu5 0..... able T ask Costs EnerPalh OiredLabor FringeBenefts Materials Equipm~ Travel Misc. ..... farSub'l cortractors .2 Program Financing Plan 0 .,3 T ech1icaI Standards & Guidernes 42,120 42,120 .. Program Operations Manual 0 .. MarUting Analysis 0 ',0 Program ImptemerUtlon & OperatiON '''.560 0 0 0 0 0 0 19&,!i80 ." Program MarUt~ Pian 0 62 Program lncer1ive Execution Plan 0 63 CIlyICouny "'"'"" lGt.... 0 6,' Website L..\Rh 0 6... Marketing, Outreach, AuclIs & Installs 11,760 71,760 6.6 Data CoUectlon & Reporting 124,800 124,800 67 Wor1dorce Training ModiMts 0 6.8 Software and Reporting Contracts 0 6,9 ExhiblI Booth 0 7,0 Reae,.... & IncenUyt Fund Eslabllshtif 0 0 0 0 0 0 0 0 8'''- with Rlt\'OIvi- Fund 7.' EstabliSh Funds and Documert:s 0 7.2 Administer foods 0 Technlca' Ac:UvItIn Subtotllls 440,960 0 0 0 0 0 0 440,960 Major Sub'1 M-.lor Subcontractor" OireclLabor Fri"lgeBenefltl Materials Equipment Travel Misc. ARRA Reimbur5. able Cost ARRA RelmburNbte lOlllls 440,960 0 0 0 0 0 0 ....0.960 Perea"t of lhe T utaf '00" "" "" "" "" "" "" 'Oll% T olaf project expenses = 0 ,...___ ... _I'" 2010-9 Exhibit 8 AU 8-2.4 - Sub ARRA - TEe , , Budget for ARRA Reimbursement to Major Subcontractor'l (1) 0...... The Energy Coalition Personal Services _ 0....''''' E><penoes Direct l.IIbor FrirQe BenefIta MaterlBls Equipment ,..vel .....c. ARM ReimbLrs ableTaskCosts ~ for Sub.' contnlCI... 1.0 Project Admlnlal,.lon Acttvttl.. .... Attend Kick-off Meelng A.2 CPR Meetings ...3 Fir'll! Meeting .... MonrtIy Progress Reports .... Test PtarB. T echniCII Reports and Irterim """"""- .... Flul Report 1..6.1 FInII Report OiAline U.2 AnlI Report A.7 ldertlfy and ObtaIn Lev~ Funds .... Identify and ObtaWl Required Permls .... Bectronic File Formal ....0 E$18bhsh the PAC 1000ionlll) ..... Conduct PAC MeetI'OS (OptiOnal) AdmlrYstfatfon Activlt_ Subtouts o o o o I~~~,,~~~ ;:~?'f<j;j{.}lli1i!i,iP.r~~ . '~~~~r~~~~ ir~ I i;t:I~~~tt~~ ~4~t \ I I ,-' ;.l~7.:r:\':1' ~}i;:~tW:l;~;:::; I r"j~r~~"~' ~1ii~1ir:11"~ ":1) "-,'~ ~ 1'~;o1 Jl!!l>'~!i."ai",~J0~lt 1lO..."""""~,,,O:I11 0'. .~]},~i,f~'b1;->::i;):J.. ~I ::r.,'s;.\\~~1<' '~.'~"' ",. Ill,' o o . . o o o o o ~'--'""'-" -""-~' '1 -'.~~-'I '-""-~-=, ,,,"'.',"' .'" ' ~jil;"tI;~\I,rb;~~n:1 ",~,.,.],;~11\J"~ ~, "':Wlt~;i$f"i!or- j ~.J "'" ~"I ,'~,~, ,\'l. '~ ,;'''f"., -v,... ~ .:, - ~. ~:m ,'"!I ~~ ~ ,," :,c .' 1< "I ~ 1 j 0 ' ~' " ',' ~ ". .,.c' _~'" <I ~if.~ ~m1b~~!'~'<1!!~;>1, "'t:t':~'!lH'!'il,,~;J:;Ir;~~'o'<' I "," ~-'~~ ~ '~., " ,", " t! ~r~~~;:;:i/I'I_' c,~ "",'.1..' .'1~""". 1 _ ~. _ I , 1 . r'i~ ~.t!,~~',;;."J:,l,:l.t~':it'~'I" ,~;~;,!,:;;I"'4;::;;,::",li,:,,_,,"((, ;~.', ,', " . "'.:i,ll ~s ~!\ijI~/tWr;":~ ~).~i!r",''''~t' ,"'",~ l..,l~::'~ :..'tl.;,.,,,;.::h~~~k..ll ~~_'",.Je'L~<1 V,3'!f.'l '{('" I ~ ' 'I~ o o o o . o o o o o project Teehnlc.1 Actlvltln (Delete or add rows a, neceuary) 1,0 Tool Dweloprnent I,' Framework lr1:egralion Tools 1,2 Comumer Markeling & EducatIOn 1.3 CIyICourty MarQti1l& Educ:lltion 1,' EEJRE Proc...Wig & Evaluation I.' CortractuBI As,eumenl F~ing Request I. ~W~~HGSw~T~~~ 1,7 T.am Responsbililies & Tlmeline 2.0 Juriadlction establishment 2.1 Oocumert Creation 2,2 00cumenI Review 3.0 Financing Documents Development 31 Oocumert Creation 3,2 00cunenI Review '.0 Legal Validation Filing 4.1 OcICl.mertCreatlon 4,2 00cumenI: Review ',0 ProgfMl Design ., Program Design Oocumert '9,750 o o o o o o '8.750 3.350 3.350 9,700 9,700 o o o 6,700 6,700 . 3.35ll o o o o o o 3,3S0 o 3.350 3.350 o o o o o o o o o . o o o o o o o o . o 36.900 o o o o o o 36,900 9.500 9.500 Page 1 of 2 Exhibit 8 Att 8-2.4 - Sub ARRA - TEe Budget for ARRA Reimbursement Personal SeMc:es Project Operating Expenses to Major Subcontractor #1 (1) ARRA Reimburs 0"".. ableTesk Costs The Enervy Coalition Crect Labor FrlrQe Benefu ....."""" Equlpmenl Travel Misc. ."'" for Sub.' coma,,,.. 5.2 Program Financing Plan 0 5.3 Technical Standards & GlJideIines 8,375 8,375 54 Program Operations Marual 11,200 11,200 55 MarMtflg Analysis 7.825 7,825 6,0 Program ImptemRaUon & OperaUone 653,579 C 20,000 . 0 50,000 0 723.519 6.1 Program Marketing Plan 3.350 3,350 6,2 Program Incentive ExecutiOn Plan 14,700 ''',100 6,3 CllyICoul'tyPartnerllSling 0 6.4 Websltelan::h . 6..5 Marketi'1l. 0utrNch. Audits & Installs 618,929 20,000 50.000 686,929 6,6 Oala CoIedion & Reporting 16,600 16,600 6,7 Workforce Trairing Modules 0 6,. Software and Reporting Cortracts 0 6,. ExhlbllBoottl 0 7,. == & Incentive Fund Estabfished 0 0 0 0 0 0 0 0 . with ~vinn Fund 7.1 Establish Funds and Documerts . 7.2 Administer Funds 0 Technical Ac:tlvltles Subtotals 713.579 0 20,000 . . 50,000 0 7113,579 ".jor Subcontractor" erect Labor FrinOe BenefllS Malerials Equipment Travel Misc. ARRA ARRA Reimbursable loblls 713,579 0 20,000 . . 50.000 0 783,579 Percent of tIM lollil .,% ... 3% 0% ... .% ... 1_ T 0181 project expenses = 70,000 P"'O_ _ _ ,.. _~ .... 2010-9 Exhibit B All B-3 - Contractor Rates City of San Bernardino ..... S Oates From: 7~ From: 1 "'0" 11 "'0" "'0" Projected T eta! .' 10 ., 11 .' 1 ., .0 tIOlq Worlc.ed Na.... JobCbJssihc8tiorv'TitIe ($) Ceiling Rate (S)CellingRate IS) Ceii1g Rite (S) Ceilin'J Rala (S)Cei!mgRate Em~~ Name'1 (or 3S-T~" '"TBD" TBO I'IImOiredor 7. 7. 7. TOO oam t 28 28 28 TOO I'IImAsslstart 17 17 17 .. Your actual billable rate8 cannot nCHd the ceiling m.. specified In \hit; exhibit .. As . fttminder, thl, sheet lists JUll2IHll tthat ls, before fr1nu- bltnefrts 01' any ottMr owrhead) rat.,. Exhibit 8 All 8-3,' - Sub Rates Richards Watson Gershon Pni Ho ate. Oates From: ,,1110 From: 1/1/11 From: 1/1112 FI1)fn: From: ProjecledTOla1 To: 12/31110 To: 112/31/'1 To: 12131/12 To: To: Hours WOr1w!d Name Job ClassiflC8tiOnlTlt\e (S) Ceihng Rate ($) CeUng Rate ($) Ceing Rate ($) eeling Rate (SI Cellong Rote Sub#1 Employee Name Subl/!1 Emoo\lee Title or "TBO-) " TBD Partner 500 500 500 TBD Share~er 400 400 400 TBD Po.. a' 225 225 225 A.dmln 90 90 90 .. Your actual billable rates cannot exclled the mes specified In this e.hlbtL . As . reminder, this sheel Usts ~ (that is, beta,. fringe benefits or any other o...."'..d) rates. 2010-9 Exhibit B All 8-3.2 . Sub Rates E Clean neruv Advocates, nc. Pro ..... .... Oates From: 1/1/10 From: 1/111 From: 1/1/12 From: From: Projected Total To; 12/31/10 To: 12131/11 To: 12/31/12 To: To: Hours Worked Name Job C1asslflC8tionITlt1e (S) Ceiling Rate ($) Ceiling Rate ($) Celing Rile (S)Celong Ra.. (SI Ce""9 R... Sub#:1 ~~pIoyee Name SubM1 EmDlovee Tille or"TBO- Laura Fral'lke Prine I 27. 27. 27. GerardCa Bo Partner 27. 27. 27. Ton Haske VIoePresident 200 200 200 TBD Ana 100 100 100 TBD Admin 50 50 50 . Your act....1 billable r.tes ~nnot exceed the ram specified In this exhlbtt. . As a reminder, this sheet lists IU1!ailU. (that Is, beforw fringe benefits or .ny other overhead) rates. Exhibit B All 8-3,3 . Sub Rates EnerPalh odH..... es $ Dales From' 1/110 From: 1/1111 From' 11/1 From' From: Projected Total To 12/31/10 To' 12/31/11 To: 12/31112 To: To: Hours WOfk.ed Name Job ClassiflcalioriTltle (S) Ceiling Rale (51 Ceiling Rate ($) Ceiling Rate ($) Ce~lng Rale (S) Ceiling Rate Sub#1 Employee Name Sub#1 Em""'-"- TItle 0< "TaD' C Ste hen Guthrie CEOlPresidenl 175 175 175 Jonathan B VPT_ 135 135 135 Paul Gomez VP Software & Dev ''''' ''''' ''''' Ronald Green 0_' E lnee, 110 110 110 Jeffe Senor 0eY0l 90 90 90 JoeHul VP ;ons 115 115 115 . Your actual bill.b1e rates cannot exceed the raUls lpeclfted In this exhibit. . As . reminder, this sheet Itsts ~ (that Is, before fringe beneflh or any other owrb..dl rates. 2010-9 Exhibit 8 At! 8-3,4 - Sub Rates The Energy Coalition eel Hcut RItes Dales From: 1/1110 From: 1/1111 From" 11 From' From: Pro;ecled TOlal To 12/31/10 To' 12/31/11 To: 12/31/12 To: To: Hours Worked Name Job C1assif.cationlTltIe ($) Ceiling Rate (S) Ceiling Rate ($1 Ceiling Rate ($) Ceiling Rele (S) Ceilll'lg Rate Sub#1 Employee Name Sub#1 Emnlnw!e Title 0< "T80'c TBD Director 225 225 225 TBD P m Uana 110 110 110 TBD Assistant 80 80 80 . Your actual blllabl. ratu Cl.nnolexc..d the ram apectfled In this exhibit. . As . reminder, this sheet IlIb ~ (that I., before frtnae beln.r,.. or any other overhead) ...tes. Exhibit B Att 8-6 . Leverage Funding Other Other. City of San Richards Clean Energy The Energy Re.,olving Levelllge Levelllge Total Task Contractor I Subcontractor Name: Bemardioo Watson Advocates, InC. Ene"''''' Coalition loanFurn:l Funding Funding Lnerage (EECOO) (;mho<> Organization Organ4utlon Funds Name Name ProJ-c:t Administration ActMties A1 Attend Klck-ofl Meeting 0 A2 CPR Meetings 0 '3 FInal Meeting 0 A4 Monthly Progress Reports 0 A,5 Teal Plans, Technic81 Reports ncllnlerim ~t~.~",~ 1Il'J.j~~~"i!i 1I~~~~jgullllm~lM Dellverables . ~'\'~,-~,-';,~ . ,," '.'" \,'. ". -~ - ,., "','. '!1>~;;.'; .... FIMI Report 0 . . . . 0 . . 0 A.51 Finet Report Outline 0 .. Final Report 0 A7 Identify and Obtain leverage Funds 0 A,8 identify and Obtain Required PermiLS 0 _Wol''f~'~~I1li t'lf1"iW~ ~;r.~~t~~ " "'11M'!:'1 A' Electronic File Formet t,~liI..!(4"" ,;"~}1~::.~- ,_i~~~;f:.~~;'::!~ ..k,...,'<L.!,;.,.". ....... . ,~,;",... ,',_is -. A.10 Establish the PAC (Optional) 0 A.11 Conduct PAC Meetings (Optional) 0 Admlnl.traUon ActMtlH SubCotals 0 0 0 0 0 0 0 0 0 Project Tec:hnk:.1 Activities (Delete rows as necessary) 1.. Too{ De...efopment 0 0 0 0 0 0 0 0 0 ,., Framework Integration Tools 0 1.2 Consumer Martleting & Education 0 1.3 CilylCounty Marhling! Education 0 ,.4 EElRE Processing & EvaluatIon 0 " Contractual Assessment FUl'lding Request 0 ,. Energy/CostfGHG Savings Tracking 0 1.7 Team Responaibililies & Timeline 0 2,. Jurisdiction Estab#shmenl 80.000 0 0 0 0 , 0 0 0 00.000 21 Document Creation 00.000 00,000 2.2 Document Revie..... 0 3.0 Financing Documents Dl"l'eIopment 70,000 0 0 0 0 0 0 0 70,000 < 3' Document Creation 70,000 70.000 3.2 Document Review 0 4.0 Legal Validation Filing 35,000 ,0 0 0 0 0 0 0 "-;" 35,000 4' Documenl Cre8lion 35,000 35.000 4,2 Document Review 0 ". Prognlm Design 165,000 0 0 0 0 0 0 0 165,000 51 Program Design Document 50,000 50,000 52 Program Financing Plan 25,000 25,000 5,3 Technical Standards & Guidelines 45,000 45,000 54 Progfllm Operations Manual 45,000 45,000 2010-9 Exhlb~ B Att 8-6 . Leverage Funding Other Otrle~ OtyofSan Richards Clun Energy The Energy Revolving Leverage Leverage Total T..k Contrllctor I Subcontractor Name: Bernardino w._ Advocates, Inc. EnerP.th Coalition Loan Fund Funding Funding Leverage (EECBG) Go,,,.,,,, Organization Organization Fund. Name Name .,. Marketing Analysls , 6,. Pfogr1lm 6rnplementltlon &. Operatlonf 60,920 0 , . . 0 0 0 60,920 5,1 Program M8rketing Plan 15,000 15.000 5,2 Progrllm InCentive Execution Plan , 5,3 CitylCounty Partner Usling , 5,' Wait, Launch , 6..5 M8rketing, Outreach, Audits & Installs 45.920 45,920 55 Data Collection & Reporting . 67 Workforce Training Module. , .,. Software and Reporting ConIrIcts " .,. Exhibit Booth , ReMrw &. Incentive Fund EatabllahN 0 . . , . 39.000,000 7.. 1.b,;..~RevotYinllfund .' . , 0 . 0 39,000,000 7,' Establish Funds and Documents 39,000,000 39,000,000 7.2 Admini'l,r Funds 0 T echnkal Ac:tIYftiIs Subtotals 390,920 0 0 0 0 39,000,000 0 0 39,390,SlO """"'ge Funds Totals 390,920 0 0 0 0 39,000,000 0 0 39,390.920 Percent of I'" TcQl 1% 0% 0% 0% 0% 99% 0% 0% 100% Exhibit B Att B-7 - Additional Notes Exhibit I Attachment Name (e.g., Exhibit B, Attachment B-3 Sub 112 Rates) Note , Att 82,1 Sub ARRA Sub #1 - Richards Watson & Gershon, Prooram Leaal Counsel Att 82,2 Sub ARRA Sub #2 = Clean Enerov Advocates, Financial Advisor Att 82,3 Sub ARRA Sub #3 = EnerPath Prooram Enerav Consultant Att 82.4 Sub ARRA Sub #4 = The Enel'llV Council Praoram Marketino Partner Att 82,1 Sub Rates Sub #1 - Richards Watson & Gershon Prooram Leoal Counsel Att 82,2 Sub Rates Sub #2 - Clean Enel'llv Advocates, Financial Advisor Att 82.3 Sub Rates Sub #3 = EnerPath PrOoram Enemv Consu~ant Att 82.4 Sub Rates Sub #4 = The Enerav Council Prooram Marketino Partner 2010-9 Attachment 18 PON 400-09-401 REFERENCES STATE OF CALIFORNIA CALIFORNIA ENERGY COMMISSION CONTRACTS OFFICE REFERENCES For the prime contractor and each subcontractor, provide a minimum of three (3) references who can independently assess that prime's or subcontractor's effectiveness in previously delivering similar programs or responsibilities, Firm Name; City of San Bernardino Economic Development Agency Reference #1 Name of Organization US Department of Housing & Urban Development Los Angeles Field Office 611 W. 6th St. Room 1000 Los Angeles, CA 90017 Chin Woo Choi Program Manager (213) 534-2571 Administer $5.8m CDBG, HOPWA, ESG, HOME grant program Administer $8.42m Neighborhood Stabilization Program Administer & Manage $17 m HUD Section 108 Funding Address Contact Name Contact Title Contact Phone Number Describe the similar programs previously delivered and/or similar responsibilities previously met. Reference #2 Name of Organization Address US Environmental Protection Agency 75 Hawthorne Street, WST-4 San Francisco, CA 94105 Deirdre Nurre EPA Project Officer (415) 947-4290 Administer; 2 - $200,000 US EPA grants to inventory sites, perform Phase 1 Environmental Site Assessments, conduct Phase 2 Environmental Site Assessments, and prepare site remediation pl,ans addressing Brownfield sites. Contact Name Contact Title Contact Phone Number Describe the similar programs previously delivered and/or similar responsibilities previously met. Reference #3 Name of Organization California Department of Toxic Substances Control 5796 Corporate Avenue Cypress CA 90630 Maryam T asnif-Abbasi BrownfieldsfTSI Grant Coordinator (714) 484-5489 Coordinate implementation of 2 - $100,000 grants for site investigations of environmental hazards leading to siteclean up and reuse. Address Contact Name Contact "nle Contact Phone Number Describl the similar programs pre\ i' Jsly delivered and/or ~imilar responsibilities preVI:1 sly met. 2010-9 Attachment 18 PON 400-09-401 REFERENCES STATE OF CALIFORNIA I CALIFORNIA ENERGY COMMISSION CONTRACTS OFFICE REFERENCES r ATTACHMENT 18 For the prime contractor and each subcontractor, provide a minimum of three (3) references who can independently assess that prime's or subcontractor's effectiveness in previously delivering similar programs or responsibilities. Firm Name: Clean Energy Advocates Reference #1 Name of Organization - California School Boards Association (CSBA) Address - 3100 Beacon Blvd" West Sacramento, CA 95691 Contact Name - Susan Rader Contact Title - Senior Director, District and Financial Services Contact Phone Number - 916-331-6669 Describe the similar programs previously delivered and/or similar responsibilities previously met. Clean Energy Advocates Principal, Laura Franke, has worked with CSBA for the past 1 g years to develop, manage, and administer successful financing programs for school districts statewide, These include: California Schools Cash Reserve Program Tax and Revenue Anticipation Notes (pooled financing), FlexFund (capital lease program), GASB 45 Solutions Program, and most recently Schools Targeted Energy Program (STEP), Reference #2 Name of Organization - Innovative Energy Services, Inc, Address - P,O, Box 910216, San Diego, CA 92191 Contact Name - Nancy Rorabaugh Contact Title - Energy Services Consultant Contact Phone Number - 800-500-6711 Describe the similar programs previously delivered and/or similar responsibilities previously met. Working with Innovative Energy Services, Clean Energy Advocates has provided debt analysis related to energy projects for customers utilizing power purchase agreements (PPA) and municipal debt issuance through general fund and taxpayer supported debt. 2010-9 Reference #3 Name of Organization - Bret Harte Union High School District Address - 323 South Main Street, Angels Camp, CA 95221 Contact Name - Michael Chimente Contact Title - Superintendent Contact Phone Number - 209-736-8340 Describe the similar programs previously delivered and/or similar responsibilities previously met. Clean Energy Advocates Principal, Laura Franke, has worked with the District in the past to successfully deliver several different debt financing solutions including: Tax and Revenue Anticipation Notes. Refunding Certificates of Participation, and preparation for General Obligation Bond authorization, The District has indicated interest in participating in a new California School Boards Association Program being offered for targeted energy efficiency measures, 2010-9 Attachment 18 PON 400-09-401 REFERENCES STATE OF CALIFORNIA CALIFORNIA ENERGY COMMISSION CONTRACTS OFFICE REFERENCES For the prime contractor and each subcontractor, provide a minimum of three (3) references who can independently assess that prime's or subcontractor's effectiveness in previously delivering similar programs or responsibilities, Firm Name; Richards, Watson & Gershon, A Professional Corporation Reference #1 Name of Oroanization Citv of Palm Desert Address 73-510 Fred Waring Drive Palm Desert, California 92260 Contact Name Paul $, Gibson Contact Title Finance Director and Citv Treasurer Contact Phone Number (760) 346-0611 Describe the similar programs Formation of Palm Desert's AB 811 program, previously delivered and/or similar Bond Counsel for all past & current bond responsibilities previously met financings to fund the program (limited obligation improvement bonds and lease revenue bonds), legal advice for ongoing program administration issues, Commencement of validation and SEC no- action request documentation, District formation and Bond Counsel for other land- secured special assessment districts and community facilities districts in Palm Desert, Legal advice for ongoing district levy and administration issues, Delinquency management and foreclosure legal services. Reference #2 Name of Oroanization Countv of Sonoma Address ,575 Administration Drive, Room 105A Santa Rosa, California 95403 Contact Name Kathleen A. LarOCQue Contact Title Deoutv Countv Counsel Contact Phone Number (707) 565-331 Describe the similar programs Formation of Sonoma County's AB 811 previously delivered and/or similar program, Bond Counsel for all past and current responsibilities previously met limited obligation improvement bond financings to fund the program, legal advice for ongoing program administration issues, . Handled successful validation proceeding of the AB 811 program, assessment contracts, and related limited obligation improvement bond financings. 2010-9 Reference #3 Name of OrQanization City of Upland Address 460 N. Euclid Avenue O. Box 460 Upland, California 91786 Upland, California 91785-0460 Contact Name Jeff Zwack Contact Tille Redevelopment Director Contact Phone Number (909) 931-4148 Describe the similar programs Assistance with district formation and special previously delivered and/or similar tax bond financing as City Attorney and responsibilities previously met Disclosure Counsel for land-secured community facilities districts in Upland. Legal advice for ongoing district levy, administration and dissolution issues, STATE OF CALIFORNIA REFERENCES 2010-9 Attachment 18 PON 400-09-401 REFERENCES CALIFORNIA ENERGY COMMISSION CONTRACTS OFFICE For the prime contractor and each subcontractor, provide a minimum of three (3) references who can independently assess that prime's or subcontractor's effectiveness in previously delivering similar programs or responsibilities. Firm Name: EnerPath Reference #1 Name of Organization Address Contact Name Contact Title Contact Phone Number Describe the similar programs previously delivered and/or similar responsibilities previously met. Reference #2 Name of Organization Address Los Angeles Department of Water and Power I I IN, Hope St. Room 1057 Los Angeles, CA 90012-5701 Alex Brown Program Manager (213) 367-4036 Direct Install Program: Energy audit of small commercial clients and installation oflighting and other lighting related energy efficient measures. Riverside Public Utilities 3900 Main Street Riverside, CA 92522 Michael McLellan Program Manager (951) 826-5977 Direct Install Program: Lighting surveys and direct installation for small business. Energy audit of residential homes and tune-ups of HVAC units and water measures. Contact Name Contact Title Contact Phone Number Describe the similar programs previously delivered and/or similar responsibilities previously met. Reference #3 Name of Organization Address Contact Name Contact Title Contact Phone Number Describe the similar profi.; TIS previously delivered and/or similar r€ ponsibilities previously met. Southern California Edison 6042 N, Irwindale, Suite A Irwindale, CA 91702 Tony Coonce Program Manager (626) 633-3051 Southern California Edison - Palm Desert Partnership: C&I and residential direct install program with lighting, HVAC, refrigeration, gas and water measures. 2010-9 STATE OF CALIFORNIA Attadhment 18 RFP 400-09-401 CLIENT REFERENCES CALIFORNIA ENERGY COMMISSION CONTRACTS OFFICE CLIENT ATTACHMENT 18 REFERENCES For the prime contractor and each subcontractor, provide a minimum of 3 references who can independently assess that prime's or subcontractor's effectiveness in previously delivering similar programs or responsibilities, Firm Name: The Energy Coalition Reference 1 - COMMUNITY ENERGY PARTNERSHIP (CEP) PROGRAM Name of Organization A. City of Brea - CEP Program B, Southern California Edison - CEP Program Address A. 1 Civic Center Circle, Brea, CA 92821 B, 6042-A N, Irwindale Ave, Irwindale, CA 91702 Contact Name A. Tim O'Donnell B, Gene Rodrigues Contact Title A. City Manager B. Director of Energy Efficiency Contact Phone Number A, (714) 671-4421 B, (626) 633-3133 Describe the previously delivered The Community Enerov Partnership is a collaboration between similar programs or responsibilities, Southern California Edison, The Gas Company, The Energy Coalition, and eight Southern California Partner Cities. The Ener9Y Coalition has been the implementing and facilitating partner responsible for managing home and small business energy efficiency tune-ups and community outreach activities within the Partner cities to achieve hard energy savings goals, The project addresses the need to integrate statewide energy and greenhouse goals into effective local action. The project assists local governments in defining individualized energy reduction plans to support the California Long Term Energy Efficiency Strategic Plan and AB 32 for their facilities and their communities, From 2006-2008, the project exceeded energy savings goals by 20% for a total of 8 million kWh through energy efficiency tune-ups of homes and small businesses, distribution of more than 88,000 energy efficient products at more than 200 community events, and conducting successful marketing campaigns to educate residents and business owners on available tools to reduce energy, The program also trained high school students in becoming energy efficiency auditors for small businesses, 2010-9 Reference 2 - PALM DESERT ENERGY PARTNERSHIP PROJECT Name of Organization A, City of Palm Desert - Palm Desert Energy Partnership Projec B, The Gas Company - Palm Desert Energy Partnership Project Address A. 73-510 Fred Waring Drive, Palm Desert, CA 92260 B. 555 West 5th St, Mail Code GT28A4, Los Angeles CA 90013 Contact Name A. John Wohlmuth B, Frank Spasaro Contact Title A, City Manager B, Manager of Energy Efficiency Partnerships Contact Phone Number A, (760) 346-0611 B, (213) 244-3655 Describe the previously delivered The Palm Desert Eneray Partnershio was formed in 2006 by the similar programs or responsibilities, City of Palm Desert, Southern California Edison, The Gas Company, and The Energy Coalition to achieve a 30% reduction in electric and gas usage and peak demand in Palm Desert by 2011, The Energy Coalition is facilitating partner and sits on all committees including the Executive Committee, Management Team, Working Group, and Marketing Team, Lead responsibilities include strategic planning, developing innovative program implementation approaches and community outreach. Key program accomplishments include the development of AB 811 financing, piloting of innovative implementation strategies and marketing campaigns, and generating savings of 70 million kWh and 1,8 million therms to date, Reference 3 - PEAK STUDENTS ENERGY ACTIONS PROGRAM Name of Organization Irvine Unified Schools - PEAK Student Energy Actions Address 5050 Barranca Parkway, Irvine, CA 92604 Contact Name Gwen Gross Contact Title Superintendent Contact Phone Number (949) 936-5250 Describe the previously delivered PEAK Student Enerav Actions is a standards-based science similar programs or responsibilities, curriculum that The Energy Coalition developed and implements in California schools to empower elementary students to manage their energy use in their homes, The curriculum includes multi-media tools, such as an interactive website, hands-on lab activities and field trips, From 2006-2008, The Energy Coalition enrolled over 55,000 California students statewide into the PEAK program as well as 6,000 students in Illinois, and conducted more than 400 outreach events, including teacher orientation trainings, educational assemblies, site visits. and CFL fundraisers, 2010-9 STATE CAPITOL ROOM 509A SACRAMENTO. CA 9581 A (916) 651 A031 (916) 327 2272 FAX ([ZtIifornIZt ~tZtte ~enZtte , COMMITTEES VICE.CHAIR BUDGET I} FISCAL REVIEW DISTRICT OFFICES 8577 HAVEN AVENUE SUITE 210 . RANCHO CUCAMONGA. CA 91 730 (909) 466.4 I 80 (909) 466.4185 FAX SENATOR BOB DUTTON THIRTY,FtRST SENATE DISTRICT MEMBER RULES BUDGET I} FISCAL REVIEW, SUBCOMMITTEE NO 5 3560 UNIVERSITY AVENUE RIVERSIDE. CA 9250 I (951) 7152625 (951) 7152627 FAX December 16, 2009 The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re: San Bernardino Valley Clean Energy District State Energy Program RFP #400-09-401 Dear Chairwoman Douglas: I am writing this letter to respectfully request that you give full consideration to the application under the State Energy Program (SEP) Municipal Financing Program for the creation of the San Bernardino Valley Clean Energy District (SBVCED). The formation of this AB 811 District has the potential to provide helpful economic benefits across our region in the current economic recession. These benefits would include the creation of new jobs and lower home and business energy cosls, At the same time it will provide added value to the existing buildings and spur an economic revitalization in a region that has been hit extremely hard with an unemployment rate hovering above 14%. The SBVCED would strategically' position San Bemardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to anract new industries to locate in this region to supply the increase in energy efficient improvements and renewable energy systems on homes and businesses. My support for this application is in response to the assurances that the program will uphold the highesl standards in regard to consumer protection and the professionalism and reliability of service providers. I am pleased to support the City of San Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. Sincerely,/'1 /J,m ,~ = BOB DUTTON Senator, 31" District cc: Angela Gould Rachel Grant REPRESENTING BIG BEAR LAKE, COLTON. CRESTLlNE. GLEN AVON. GRAND TERRACE. HIGHGROVE, HIGHLAND. LAKE ARROWHEAD. LOMA LINDA 2010-9 illoaril of ~upJ?ntt.6or.6 QIount!} of ~al11B.entar[lhto GARY C. OVITT CHAIRMAN SUPERVISOR, FOURTH DISTRICT ::::;"--;--; ~ .;: iti(\: ~_":.t__-. \ (,:Il"l'"J ' . G, 8t.~"ARr;i,o / ~~~~! '~("',~~: .~~~/ '-',/, The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street, M5 - 33 Sacramento, CA 95814 December 16, 2009 Re: San Bernardino Valley Clean Energy District State Energy Program RFP #400-09-401 Dear Chairwoman Douglas: I am writing this letter in support of the City of San Bernardino's application under the State Energy Program (SEP) Municipal Financing Program. The formation of a region wide AB 811 District will provide much needed benefits in the current economic recession, These benefits include the creation of new green jobs; lowering home and business owners' energy bills, while at the same time providing added value to the existing buildings; and spur an economic revitalization in a region that has been hit extremely hard with layoffs and an unemployment rate of more than 13%, This proposal has the potential to strategically position San Bernardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to attract new clean and green industries to locate in this region. Additionally, by capitalizing on AB 811, the overall carbon footprint of this region will be dramatically reduced by the infusion of energy efficient improvements and renewable energy systems on homes and businesses. The proposed Program will be standardized to provide program administration and financing through a Joint Powers Authority (JPA), This structure will facilitate easy inclusion of additional jurisdictions on an ongoing basis to assure Program sustainability. The City of San Bernardino has partnered with San Bernardino County and the City of Redlands and assembled a team that will create Program documents, establish the financing program, and administer distribution of funds to provide an infrastructure that is replicable across jurisdictions. In conclusion, on behalf of the County of San Bernardino, I am pleased to support the City of San Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. Sincerely, ~o::,~ Forth District S') 'rvisor cc: Angel"" Juld Rache:' ant 2010-9 . Gj(yof JERRY BEAN Ma):or Pro T em PAT GILBREATH Mayor REDLANDS JON HARRISON (t.lUndl Member Incorporated 1888 35 Cajon Street, Redlands. CA 92373 909-798-7533 pgilbrC3th@cilyofrrdhUlds.org MICK GALl.AHER Council Member December 15, 2009 PETE AGUILAR Council Member The Honorable Karen Douglas California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re: San Bernardino Valley Clean Energy District, State Energy Program RFP #400-09-401 Dear Chairwoman Douglas: I am writing this letter in support of the City of San Bernardino's application for the creation of the San Bernardino Valley Clean Energy District (SBVCED) under the State Energy Program (SEP) Municipal Financing Program. The formation of a region wide AB 811 District will provide much needed benefits in the current economic recession. These benefits include the creation of new green jobs; lowering home and business owners' energy bills, while at the same time providing added value to the existing buildings; and spur an economic revitalization in a region that has been hit extremely hard with layoffs and an unemployment rate hovering around 13%. SBVCED has the potential to strategically position ,San Bernardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to attract new clean and green industries to locate in this region. Additionally, by capitalizing on AB 811, the overall carbon footprint of this region will be dramatically reduced by the infusion of energy efficient improvements and renewable energy systems on homes and businesses. The proposed Program will be standardized to provide program administration and financing through a Joint Powers Authority (JPA). This structure will facilitate easy inclusion of additional jurisdictions on an ongoing basis to assure Program sustainability. The City of San Bernardino has partnered with San Bernardino County and the City of Redlands and assembled a team thaI will creale Program documents, establish the financing program, and administer distribution of funds to provide an infrastructure thaI is replicable across jurisdictions, On behalf of lhe City of Redlands I am pleased to support the Cily of San Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. ~ ~.etJ~ Pat Gilbreath Mayor, City of Redlands cc: Angela Gould Rachel Grant 2010-9 ; .. . . .. . .r . , . " I j .. ~ I r' (I I r .. t . November 25, 2009 The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re, Support for Son Bernardino Yalley Clean Energy District. State Energy Progrom RFP #400-09-401 I am writing this letter in support of the City of Son Bernardino's application for the creation of the San Bernardino Yalley Clean Energy District (SBYCED) under the State Energy Program (SEP) Municipal Financing Program, This support is extended by the regional Center of Excellence, part of the Economic Development & Corporate Training division of the Son Bernardino Community College District. Earlier this fall, San Bernardino Community College District wos awarded $869,000 from the California Energy Commission to conduct training for Weatherization Specialists, Building Performance Professionals, and Home Energy Auditors. This vital training is part of a systematic, regional effort to provide the region a clean and green workforce and is delivered in collaboration with Son Bernardino County, San Bernardino Community College District, Colton-Redlands- Yucaipa ROP, San Bernardino COUnly ROP, Chaffey College, Uncommon Good, and the Inland Empire chapter of the United States Green Building Council, Over the next 18 months, we will be training over 175 Son Bernardino county residents into these key energy efficient occupations by providing them the classroom and hands.on instruction they need to obtain industry certifications in the field. We look forward to partnering with the Son Bernardino Valley Clean Energy District, and the other strategic cities/partners involved with this application, to supply our local cities with a local, trained workforce that will be a vital component to the proposed program. The Center of Excellence believes in working together with other local and regional entities, leveraging resources, planning strategically, and ensuring effective execution towards shared goals. On behalf of San Bernardino Community College District's Center of Excellence, I am pleased to support the City of Son Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. Should you have questions or requires additional information about our specific partnership activities I can be reoched at 909.382,4037 or kllemina(a)sbccd,edu, Best Regards, Kevin Fleming Director, Inland Empire Center of Excellence San Bernardino Community College District 114 S, Del Roso Dr, San Bernardino, CA 92408 2010-9 NECAJNORKING IBE\N'.,.OGETHER "'Working Together to Energize the tnland EMpire" N[ C/\ . r~2tjn:1all!( (hied Cl..r.~rccl;)!.; Asscdalili) !RlV~ . !nlf:rr:3tior~fll Br\llIlefh:,~:u: e E:l,;: 1:lt21 '.'.'rlrl\f'~ December 16, 2009 The Honorable Karen Douglas, Chairwoman California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re: San Bernardino Volley Clean Energy District State Energy Program RFP 11400-09-401 Dear Chairwoman Douglas: I am writing this letter in support of the City of San Bernardino's application for the creation of the San Bernardino Valley Clean Energy District (SBVCED) under the State Energy Program (SEP) Municipal Financing Program. The formation of a region wide AB 811 District will provide much needed benefits in the current economic recession. These benefits include the creation of new green jobs; lowering home and business owners' energy bills, while at the same time providing added value to the existing buildings; and spur an economic revitalization in a region that has been hit extremely hard with layoffs and an unemployment rate hovering around 13%. SBVCED has the potential to strategically position San Bernardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to attract new clean and green industries to locate in this region. Additionally, by capitalizing on AB 811, the overall carbon footprint of this region will be dramatically reduced by the infusion of energy efficient improvements and ~enewable energy systems on homes and businesses. The proposed Program will be standardized to provide program administration and financing through a Joint Powers Authority (JPA), This structure will facilitate easy inclusion of additional jurisdictions on an ongoing basis to assure Program sustainability, The City of San Bernardino has partnered with San Bernardino County and the City of Redlands and assembled a team that will create Program documents, establish the financing program, and administer distribution of funds to provide an infrastructure that is replicable across jurisdictions. On behalf of the Inland Empire Labor Management Cooperation Committee, I am pleased to support the City of San Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. Sincerely, ~~d~ Director cc: Angela Gould Rachel Grant 2010-9 ;.-,..'-...., ._.....__..n.. , --.-.. .--. ti~rn tho ., . "',"." ..r)- , ,,'.,,' : :!~c,':) se~ices.ln6..> December 15, 2009 The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re: San Bernardino Valley Clean Energy District State Energy Pragram RFP #400-09-401 Dear Chairwoman Douglas: I am writing this letter in support of the City of San Bernardino's application for the creation of the San Bernardino Valley Clean Energy District (SBVCEDI under the State Energy Program (SEP) Municipal Financing Program. The formation of a region wide AB 811 District will provide much needed benefits In the current economic recession. These benefits include the creation of new green jobs; lowering home and business owners' energy bills, while at the same time providing added value to the existing buildings; and spur an economic revitalization in a region that has been hit extremely hard with layoffs and an unemployment rate hovering around 13%. SBVCED has the potential to strategically position San Bernardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to attract new clean and green industries to locate in this region. Additionally, by capitalizing on AB 811, the overall carbon footprint ofthis region will be dramatically reduced by the infusion of energy efficient improvements and renewable energy systems on homes and businesses, . The proposed Program will be standardized to provide program administration and financing through a Joint Powers Authority (JPA), This structure will facilitate easy inclusion of additional jurisdictions on an ongoing basis to assure Program sustalnability. The City of San Bernardino has partnered with San Bernardino County and the City of Redlands and assembled a team that will create Program documents, establish the financing program, and administer distribution of funds to provide an infrastructure that Is replicable across jurisdictions. ()1l-behalf-of-EnerPath-S"",ices,-J~.am-pleas"d-to-support-the-City-Of-San-Berna<din~-appUcatlon-foUPl' establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. Sincerely, Stephen T, Guthrie CEO cc: Angela Gould Rachel Grant IlIC.....1l0IllCH'uOS (1916~t9S8) GlfHN Il.WATSOh (IlnJIlfO) ~AIlIlY L.GHSHON (1922-2007) Sl(VEh LOOIllSO WIU'AMLSTllAUSZ MI1CHEUE....eeOn GllEGOIllVW. STEP"'NIC'CH ROCHELUIIlOWNf QU.NN M. IAUOW C....OLW.lVMCH GREGOIlVM.ItUNUI1 THOMAS M. ,lMeO ROIUTe. creeQH STEVEN H. ....UfM...NN KEVIN G. ENNIS ROllh O.HAUIS MIC""'UlSTU.OA (AUIlfNCE I. WIEMER ST!\ffNIl.OU I. T.LOEN KIM S...SK....T....S...MVU. ""VUIl O. SUMf "[TU M.THORSON ,"'Mrs l,. MARKMAN CRAIGA. STEElE T.pnUPlUCf TEIIENtEll..OG'" US....OHD J"'NnE.COLESON ROAANNEM. DIAl JIM G. G....YSON ROV.... CLAUE WIUJAM'. CVRLfYIU MICHAEL f. YOSHtlA REGIN"'N.O"'''''''''U ''''UlAGUTIEIlREl,AElA 8IlU(fW.G...LLOW...V OIAH'" K. CHUANG 'ATIlICK 1(. IOUO HOIlMAN....OUI'ONT DAVID M. SNOW lOUYA. ENIlIQVEl KIRSTEN R. 'OWMAN "ILLYD. DUNSMORE AMYGREYSON OEBOR"'H Il.HAKMA"" 0. CkAIG fOll SUSAIrI L IlUSfrlAK G. II~DfIlKHALS'" GINln...l,. GIQVINCO TIl'SH,lOIlT'Z (ANO.CEIC.U( 0......10 G....lOUSO"" MElISSA M. CIlQSTHWAlTf M"'IlICELAE.M"'IUlOQufN GUIAM.STlNNffi ,EHH.FU'ORUSts STEVEN L.fLOWEll CHIlISTOPHUJ.DIU OUIIEV.CHO GEorfllEYWAIlO (RlN L POWEIlS TOUSS""NTS. .....LEY W"ITNrY G. MCDONALD SEIlIT... II. YOUNG VfIlONICAS. GUNDfllSON SHlllllCUM'" DIAN'" H.VAIlAT K"'TR.NAC.GONZAUS o,eou.su P.lARKl. LAMI[[H SAVIlEWE...ytR JIM 1l.1(,\IlPI...1: SAil '....II(lleOOffl(l TtLE"'HOHE415.421.848lj OUIIGr COUIITY 0'"'' THEPHOH( 714.990.0901 2010-9 ml'{ RICHARDS:I WATSON I GERSHON ~[f ATTORNEYS AT lAW - A PROFESSIONAL CORPORATION 355 South Grand Avenue, 40th floor. Los Angeles, California 90071-3101 Telephone 213.626.8484 facsimile 213.626.0078 December 18, 2009 The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street. MS - 33 Sacramento, CA 95814 Re: San Bemardino Valley Clean Energy District State Energy Program RFP #400-09-401 Dear Chairwoman Douglas: 1 am vl'riting this letter in support of the City of San Bernardino's application for the creation of the San Bcrnardino Valley Clean Energy District (SBVCED) under the State Energy Program (SEP) Municipal Financing Program. The fonnation of a region wide AB 811 District will provide much needed benefits in the current economic recession. These benefits include the creation of new green jobs; lowering home and business owners' energy bills, while at the same time providing added value to the existing buildings; and spur an economic revitalization in a region that has been hit extremely hard with layoffs and an unemployment rate hovering around 13%. SBVCED has the potential to strategically pOSllton San Bernardino County as a leader in energy efficiency improvements as well as renewable energy generation and will serve to attract new clean and green industries to locate in this region. Additionally, by capitalizing on AB 81 I, the overall carbon footprint of this region will be dramatically reduced by the infusion of energy efficient improvements and renewable energy systems on homes and businesses. The proposed Program will be standardized to provide program administration and financing through a Joint Powers Authority (JPA). This structure will facilitate easy inclusion of additional jurisdictions on an ongoing basis to assure Program sustainability. The City of San Bcrnardino has partnered with San Bernardino County and the City of Redlands and assembled a team that will create Program docwnents, establish the financing program, and administer distribution of funds to provide an infrastructure that is replicable across jurisdictions. 2010-9 RICHARDS I WATSON I GERSHON , "nORNEYS AllAW -'A PRDFfSSIO"'''l (OR PO RATION The Honorable Karen Douglas December 18, 2009 Page 2 On behalf of Richards, Watson & Gershon. I am pleased to support the City of San Bernardino's application for the establishment of the San Bernardino Valley Clean Energy District and urge you and the other Commissioners to approve the full grant amount. --'----- Very truly yours, ~// ~.,/' -~L.- Diana K. Chuang Shareholder cc: Angela Gould Rachel Grant 99904-0253\1195459'" .doc 2010-9 [6J lhe Energy Coalition Dec 21, 2009 Karen Douglas, Chairman Califomia Energy Commission 1516 Ninth Street Socrall1ento. CA 95814 Dear ChClinnan Douglas: The Energy Coalition is pleased to partner with the City of San Bernardino, City of Redlands and County of San Bernardino in the creation of the San Bemardino Valley Clean Energy District through a grant application to the California Energy COlllmission under the State Energy Program (SEP) PON #400-09-401 - Municipal Financing Program. The Cities of San Bernardino and RedJands and the County of San Bernardino have committed a significant portion of their Energy Efficiency and Conservation Block Grant funds to develop and implement an AS 811 building retrofit financing program. The Project pal1ners intend to make this program available 10 property owners in cities throughuul San Bernardino COllnty that elect to participate in the program as well as to property owners in unincorporated areas of the COllllty. The Energy Coalition will playa significant contnict~cJ role on behalf of the Project for stakeholder engagement, marketing, outreach, communications and other imp0l1anl progralll design and implementation responsibilities. The Energy Coalition is a non-profit 50 I (c)3 that manages a seven city Community Energy Partnership energy efficiency program in conjunclion with SeE and So Cal Gas. The Energy Coalition is also a founding panner for the Palm Desert Energy Demonstration Project, as well as the creator and implementer of a statewide energy efficiency curriculum (PEAK) taught 10 over 50.000 4th to 61h grader~. W~ have extensive experience and success in designing and implementing corlllllUnily-scale energy efficiency programs that are able to take full and creative advantage of all available financial and technical assistance for residential and commercial property owners. Our program approaches adeptly coordinate and cOllllllunicate the co~funding leverage opportunities from utility programs, Stale and federal programs. and other sources in addition to delivering a proven model for effective marketing. outreach and community engagemenllhal is able lo create a groundswell of awareness and pl:u.ticipatioll within the targeted communities. The proposed San Bernardino Valley Clean Energy ~istrict Project will create a demand for thousands of new careel'~track jobs and achieve substantial energy. waler. and carbon reductions in huildings throughout the County. In addition, the program will adhere to the State's loading order which emphasizes achieving cost-effective energy efficiency and energy use reductions prior to the installation of renewable energy systems. We urge yotl to fully fund this innovative ll1ulti.agcnc)' SEP application under the PON #400.09.o..l0 I - Municipal Financing Program. Thank you for supporting this critically important Municipal Financing Program for energy retrofits led by the Cities of San Bernardino and Redlands and the County of San Bernardino. Sincerely, C'~ I :'!(/: , Craig Perkins, Executive Director 15615 ,A,llon Porkwoy, Suite 245, Irvine, CA 92618 ' Tel: 94970] .4646 . Fox: 949701-4644 2010-9 'RE1" (. "i. Ii"Nl r]'1 . Jt.'..IJ.. <:~,\ 1'1 Tile J, <i It 0 IJ~' Member FlNRA/S1PC December 17, 2009 The Honorable Karen Douglas Chairwoman California Energy Commission 1516 Ninth Street, MS - 33 Sacramento, CA 95814 Re: San Bernardino Valley Clean Energy Disl'rict State Energy Program RFP 11400-09-401 Dear Chairwoman Douglas: Regent Capital GroU[l is plea,ed to submit thi~. I(-tter of support for the San Bernardino Valley Clean Energy District (SBV) to create a regio"al 1\8 B11 Program under the St,1t(, Enerffl' Program (SEP) Municipal Financing Program. The Cities of San Bernardino and nedliJnd~. are in the plOces$ of establishing a Program that will be standardized to provide program management and financing througb a .Joint Powers Authority (JPA). This structure will facilitate easy incluSion of additional jurisdictions on an ongoing basis to assure Program sustainability. As a potential recipient of SE? funds, the City of Sa" Bernadino I,as assembled a team that will create Program documents, establish the financing program, and admini!,ter distribution of funds to provide an infrastructure that is replicable across jurisdictions. Funds will "ot be used for individual property-owner expenditures, rather to create the model1'l1at will rrovide ongoing funds to property-owners. San Bernardino and Redlal\ds both hilVf~ the commitlT1C'nt of their res[lective City Councils and staff to implement this program and establish a temr)lat," for the region. These cilies have already prepared their surrounding cities with information related to their effort" and have identified key partners for legal, financial, marketing, energy services, workforCf development, education and community outreach. These cities and participating partnprs hilve histories of effective PI"ogram implementation from document and jurisdictional establishment, to energl' services program delivery, and pooled financing. Furthermore, the Inland Empire region Jargeted by this Program i, an econornicalll' disadvantaged ar ea that will bel)e~tsigniftca}ltJy.from job creation/workforce development through the Progran1. . ..;{;~:::tt:,';,.::-:{,:,;.:~l;-:~;;:in,!;/.,::it::;.:;;\~}~.r;:~<';';':.-. , '_ :;:..;_,: ~;i}:)\t'/~:J::l:~'.'~(;~ :J,_~"~:~:'~;~jt/~":\:1<~~"'~[~~~\: ~:'::, In conclusion, on behalf of Regent Capital Group we ilre r1eased to support i,he'SBV.'~piiliC'atlon 'foj-'t6~~-i\~:;)~~;~f'::. " .'. "."""<."A",_"",;",_", ",,',.t._.. .' ""::>".J ...,'0.,",',_.', ~l::' "1". establishment of the San Bernardino Valley Clean Energy District. As a fjrn;l.that supports the securitlzatloh of,;'}..': .~"': '.(i\':.~'_ ;:. .:<<i ,.. c_ " " '" ',,', . "~. . .:" .~: ~ ";';"":."~,:,;",; ".':: these tl'pes of liens, we are r1eased to SUPflort this program. ;'i':.'::\..',.'.""'''.' "', .t.:\;::.:"..",!,::",...:,. /7 .:, :\:',:" ":'.~~:~:'h:'::,t::<,:.., .~ ""~':':~//P1----- '..'.. ~~~''.;(i, Louie Ucdferri '-""',_...J 'it Presl'dent' ,,~'. '\ .;,',.,. .;, ..... 2010-9 8! . . ~:~~. Casey {])ai[ey 4420:N. 'Varsity flve. #1134 q>lione #: 909-473-7715 San lJ3ernardino, Ca 92407 'E-mau: CaaaiCey37@yalioo.com 06jective P.ducation jlcaaemic '}{anors 'War{ 'Ex:periena Obtain a challenging, responsible and rewarding management level position to utilize my skills and knowledge of City Management, Finance, Urban Planning and general Public Administration, as well as skills acquired from previous employment. Septem6er 2007: ~ Master in Public Administration, California State University, San Bernardino June 2005: ~ Bachelor of Arts, Public Administration, California State University, San Bernardino . Dr. Carol J. Bellis Public Service Achievement Award, June 2007 . College of Business & Public Administration Departmental Honors, June 2007 . American Society for Public Administration, Inland Empire Chapter, Student Scholarship Award, June, 2006 . Beta Gamma Sigma, National Business Honor Society, June 2005 . Department of Public Administration Honors, June 2005 . Dr. Carol J. Bellis Intem of the Year Scholarship, June 2005 . College of Business & Public Administration Deans Honor List: Fall 2004 - Spring 2005 June 20084'resent: Assistant to the Mayor, City of San Bernardino. Serve as an advisor to the Mayor in the following areas: land use developmen~ transportation, environmental, intergovemmental & legislative affairs. Responsible for professional staffing for several regional boards and commissions the Mayor serves on. Serve as professional liaison to the Mayor for major capital projects in the areas of transportation, land use development and environmental initiatives. Currently managing the development of City of San Bemardino's Energy Efficiency & Conservation Block grant and development of Citywide Climate Action Plan. Serve on the Project Development Teams for several mass transit projects including the sbX BRT and San Bemardino Intermodal Transit Center. J{ovem6er 2006-June 2008: Management Analyst, City Manager's Office, City of Call mesa. Administer CDBG grant funds and implement programs and projects; Prepare and submit financial and performance reports to various State agencies; Supervise and administer City's COBG funded Housing Rehabilitation Program; Act as Project Manager for various Redevelopment. Public Works and Parks & Recreation projects; Prepare various grant applications; Monitor agency contracts and franchise agreements; Prepare and monitor several department budgets; Maintain City's Information Technology infrastructure, network, and workstations; Implement and oversee development of City's website, www.cityofcalimesa.net; Prepare Request for Proposals for competitive bidding of various professional services; Handle economic development efforts and coordination of events and facilities with Calimesa Chamber of Commerce; Engage in contract and developer negotiations; Conduct various workshops with community stakeholders and elected officials; Organize community events; Prepare staff reports and give presentations to City Council Work. ~eriem:e cont. j'lcUfitionaf ~eriem:e ProfessiJma( :Mem6ersliips June 2005-:JVovem6er 2006: Graduate Management Intern, Department of Finance, City of Colton. Prepared 2006-07 & 2005-06 City of Colton Budget document, including research and analysis of past, current & projected economic conditions, Prepared weekly expenditure reports, Navigated Eden's financial database system to mine data and generate financial reports, Documented and tracked Capital Improvement Projects spending and related funding sources, Assisted in audit preparation; Documented capitalization of fixed assets, related depreciation expenses, accumulated depreciation, and net book value; Administered Transient Occupancy Tax; Prepared staff reports and written policies; Performed Research & Analysis related to Tax Revenue Projections from new developments and annexations. :Marcli 2005-June 2005: Planning Management Intern, City of Adelanto. Research zoning & APN's, Prepare reports for City Manager, Create forms for public use, Assist citizens and developers with questions related to planning and public works, provide front desk help, develop interactive GIS maps. Reviewed plans for pool permits. Interpreted & Analyzed Municipal Code :Marcli 2003-June 2005: Computer Technician, Loma Linda University School of Dentistry. Installation of computer hardware and software, and general troubleshooting. Analyze faculty & staff hardware equipment requirements to find the best product for their needs, maintain various inventory spreadsheets and databases, & prepare purchase order requests. January 2008: Successfully completed 1st Course of National Development Council's Economic Development Finance Professional Certification '.May 2006-June 2008: Commissioner, City of San Bernardino Planning Commission CJJecem6er 2006-June 2008: Director, Calimesa Chamber of Commerce Board of Directors jlugust 2005-Present: Commissioner, Cal-ICMA Professional Development Committee and Cal-ICMA's Preparing the Next Generation Working Group. Creator of Careers in Local Government Event. '.Marcli 2004-:Marcli 2005: Commissioner, Business & Economic Development Advisory Commission, City of Redlands International Conference of Shopping Centers (ICSC) International City/County Managers Association (ICMA) Municipal Manager's Association of Southern Cal~omia (MMASC) 2010-9 . , ANGELA M. DAVISON EDUCATION & TRAINING University of Califomia, Los Angeles, B.A., 2000 - Double Major in Political Science & Asian American Studies Graduated Magnum cum Laude; Associated Student Body Representative Anteiope Valley Community College, A.A.. 1997 Graduated Magnum cum Laude PROFESSIONAL EXPERIENCE Director of Programs, The Energy Coalition 2008 to Present Oversee the implementation of the company's core utility funded energy efficiency and demand response programs operating statewide for a total combined budget of approximately $20 million. Manage the 2009-11 application and contracting process for refunding core programs. Support the development of new business opportunities and business operations. Program Manager, The Energy Coalition 2006 to 2008 Successfully rebuilt local govemment partnership program and relationships between ten Southern California cities, Southern California Edison and The Gas Company. Hired program team to exceed aggressive energy savings goals, while maintaining cost-effectiveness and managing budget of $3 million. Supported the development of various local government special projects. such as the Palm Desert Demonstration Project and San Joaquin Energy Watch Partnership. Program recognition received from League of California Cities, Green Califomia Summit and Flex Your Power. Program Coordinator, The Energy Coalition 2005 to 2006 Supported the development and implementation of the innovative large commercial demand response program in Pacific Gas & Electric territory. Coordinated Business Member services and recognition events in San Francisco, and conducted on-site tenant demand response and energy efficiency educational training workshops. Program received 2005 PEAK Load Management Alliance Innovative Program Design Award. Project Manager/AssocIate, Flex Your Power March 2004 to July 2005 Managed Hard-Ta-Reach (HTR) & Small Business Sector marketing and outreach campaigns. Directed media consultant team through multiple concurrent outreach campaigns and print advertisements in over 100 languages. Developed vision and lead implementation of 2005 HTR Statewide Campaign involving 85 publications and Energy Partner entities. Produced over $5,000 In earned media, radio, and advertising space within statewide ethnic media markets. Served as Southern California Field Associate for Retail Marketing Campaign representing in Los Angeles County and surrounding areas, building retail partnerships and conducting market research. Freelance Journalist, Asian American Press Outlets November 2003 to February 2004 Assisted in the production and reporting of stories for print and broadcast media. Identified and built relationships with community members for story leads and research. SenIor Field RepresentatIve, State Assembly Member George Nakano July 2000 to May 2003 Served as District liaison to twelve cities within the 53"' Assembly District, City of Los Angeles and Asian American Communities with a focus on building community relations and addressing environmental and education issues. Represented Member at corporate, community and government meetings and events. Successfully managed constituent casework, legislation tracking and correspondence. Developed and supervised thriving District Office internship program. COMMUNITY PARTICIPATION Philippine Consulate Community Organizer, 2003 Philippine Presidential Visit to the City of Los Angeles, President Gloria Macapagal Arroyo; Board Advisor, 2004 City of L.A. Asian Pacific American Heritage Month.; Board Member, Association to Advancement of Filipino American Arts and Culture 2003; Vice President, Asian Pacific Am"ri",," I .."i~l"tivp. Staff network 2000-03:Guest Speaker, UCLA Asian American Studies Department 2001 - 02. CRAIG A. PERKINS EDUCATION & TRAINING California State University, Dominguez Hills, M.P.A., 1983 - Public Administration University of California, Los Angeles: M.A., 1981 - Latin American Studies; M.A., 1980 - Political Science - Foreign Language and Area Studies Scholarship recipient, 1978-1980 - Inter-American Foundation Fellowship for thesis research in Peru, 1981 University of California, Berkeley, B.A., 1975 - Sociology PROFESSIONAL EXPERIENCE President & executive Director, The Energy Coalition March 2008 to Present As a non-profit 501(c)3 corporation, The Energy Coalition has been developing energy efficiency partnerships with local governments, their communities and their serving utilities for almost thirty years. The mission of The Energy Coalition is to create and implement the most comprehensive, Integrated and innovative approaches for reducing energy demand, increasing clean energy generation and decreasing greenhouse gas emissions. Current Energy Coalition programs include the Community Energy Partnership comprised of nine Southern California cities; PEAK Student Energy Actions, an energy education effort that reaches over 50,000 California students; the Business Energy Coalition which achieves peak demand energy reductions at 120 business sites in Northern California; and the Palm Desert Partnership that will achieve a 30% reduction in Palm Desert's citywide energy use over a five year period. Director of Environmental & Public Works Management, City of Santa Monica August 1993 to March 2008 Directed operations, programs, policies and initiatives for the City's water, wastewater and stormwater . systems; managed the design, engineering and construction of City capital improvement projects; managed environmental protection, resource efficiency, alternative fuels and renewable energy programs; directed the solid waste, recycling and street maintenance operations; and oversaw implementation of the Sustainable City Plan. Managed an annual operating budget of $70 million, a capital budget of $300 million and 350 employees. Environmental Programs Manager, City of Santa Monica January 1991 to August 1993 Managed programs for water and energy conservation, pollution prevention and hazardous materials management, solid waste collection and recycling, and urban runoff pollution control. Proposed and implemented new utility rate structures to increase customer equity and improve service levels. Created the Santa Monica Sustainable City Plan. Budget Director / Administrative SVC5. Manager / Senior Management Analyst, City of Santa Monica July 1983 to January 1991 Directed the City's operating and capital improvement budget process, performed fiscal and policy analyses and provided recommendations to the City Manager and City Council. Managed organizational development efforts to improve efficiency and cost-effectiveness of City operations. Created a multi-year CIP budget and developed and implemented operating and capital budgets for the Public Works Department. Research Associate, UCLA Latin American Center, September 1981 to July 1983 Conducted focused research on Latin American policy issues and assisted in development of specialized publications for the Latin American Center. PUBLICATIONS Author and co-author of articles on solar electric projects, alternative fuel vehicles, water and energy efficiency, and urban runoff management practices. AWARDS/OTHER J. Robert Fluor Award, 2002; Asian American Architects and Engineers Association Award, 2002; Heal the Bay Award, 2004; City of Los Angeles Mayoral appointee to Citizens Proposition .0. Stormwater Bond Oversight Committee 2010-9 Tide ofpositioJl: ..yP..<>.nenti~n~,. Joe Hui Responsibilities are directed toward operations, project development and management - overall program and project oversight, customer relationship management and staffmg oversi;ht Regional Development Manager, ENRON Senior Project Manager, Noresco Senior Proiect Manauer, Proven Alternatives Identify specific information about Clearly Identify the experience, provide dates, describe the experience In: person's role and extent of involvement In the experience ............................................-.......................................... 'p;:O~ M~ag~;-;;;;t;;~~iliiliiy..fu;th~f~Ii"~:;.;;;gEn~;:gy..- Efficiency Direct Install programs provided to Southern California Edison(2008), LA Department of Water & Power (2008-present), Riverside Public Utilities (2009), Colton Public Utilities (2009-present), Harrah's Entertainment (2005-2007), Caesars Entertainment (2005-2007), Jet Propulsion Labs, Dept. of Forestry, Hill Air Force Base and numerous other .............._............_..._..............................._...... ..l~.ovemment and.p.!Jva~!:.J.~~!...~~~:.~..:..............................._......._.. v' Direct experience with W ked.th h ....th 'Ii ffi . tr h or WI outreac programs m conjunction WI ub ty en~r~-e IClency ou eac programs offered to many cities and municipalities. actiVIties .....7..:~~:~~:~::;~~::::~.... .~.~i~~ ~~~.~;.:;;~~~:~.~~~~~~.~.:~j~~~~~~.:~.......... .........~!!!.J.!!.!:~&!!.!!:p..!!!!.'!!.!!:!.~!!:!... ~.~..Ity ~ro~..............._..........................................._....._......_............._ ......:..................m!..~~.!:!P..~!!!:~E.~.~!!!:!.........~!?!_....~.P.P..!~E.~..~~......~!:!:~~~.........~~9.:.~.......!.~.....!~-?~~~!I._....~.\!h... Name of Person: Educational Degree (s): include coUege or university, major, and dates License( s )/Certification(s), #(s), expiration date(s), if applicable: Specialized Training Completed. Include dates and documentation of completion: # of years experience In area of service proposed to provide: Describe penon's relationship to offeror. If employee, # of years. If subcontractor, describe other/past working relationships Describe this penon's responsibilities over the past 12 months. Previous employer(s), positions, and dates v' Direct experience design and management of energy.. efficiency programs College courses, not completed L.C. certification from the National Council for the Qualification of Lighting Professionals License Holder - General Contracting for the following states: California, Oregon, Nevada (pending), Arizona (pending), Utah, Texas (pending), Tennessee (pending) and Kansas City (pending). Electrical license holder for Nevada Numerous trade specific coun;es with certifications. 18 years Employee... 7 years of service Title of Position: VP. Oueratlons .................~~~~;.~~;~~:~.:~~.~.~.:~.................L=;.~!.;;;.~~;,=~;;=...~~...::~~.~~.=.~~...~~~~. 2010-9 Title of Position: VP. Teeluloiol!V ". . -'.'; ~. .... .-......-, ,.'_...c''''-__'" Name of Penon: Jonathan Baty Educational Degree (s): include 1990: Bachelor's Degree from University of Colorado Boulder coUege or university, major, and - Department of Civil Engineering-Architectural Design dates License(s )/Certlfication(s), #( s), Certified Lighting Management Consultant (CLMC) expiration date(s), if appUcable: Specialized Training Completed. Include dates and documentation Not applicable of completion: # of yean experience in area of 19 years service proposed to provide: Describe penon's relationship to offeror. If employee, # of yean. If 19 years subcontractor, describe other/past working relationships Describe this person's Developing feasibility studies, lighting design, specifications responsibilities over the past 12 and analysis, daylighting design, directing technical analysis, months. program development, and product evaluation and analyses. Previous employer(s), positions, and dates 1986-1989: Day and Armantrout Architects Identify specific information about Clearly identify the experience, provide dates, describe the experience in: person's role and extent of involvement in the experience .................-........-......-...........--............................-......- --.........-..-............----.......-...................-......-.....-..-..........-.-...-......---........ Brought a wealth of experience developing cost effective direct instaUation programs for hard to reach market sectors. Worked closely with utilities serving millions of customers to create ./ Direct experience design energy efficiency programs that showcase emerging technology and management of energy- and engage in direct installation efforts. Instrumental in , efficiency programs developing over $50 million in energy efficiency programs including several emerging technology programs based upon innovative lighting technologies and most recently variable ......................................................................................--- . fl~.E??.!..P_~p..~.:...___.___._._._._....__...__..___._____......_... ./ Direct experience with Supports local outreach efforts from EnerPath Services energy-efficiency outreach headquarters in Redlands, CA. Primarily invested in program activities development, but serves as a resource for outreach personnel .....~.._.................._....._.._.H._........_................................ ..~!!!:!U!!!?y_[m4..!!!!!!!.~..~~~!~.:..._.._......__.._.......__...._.__.__... Worked with several municipally owned utilities to deliver cost effective energy efficiency programs, namely Los Angeles ./ Direct experience with Department of Water and Power (2008-present), Colton Public energy-efficiency interaction Utilities (2009-present) and Riverside Public Utilities (2009). with local government leaden Jonathan has also worked with Los Angeles County, San Bernardino County, Riverside County, and many municipalities ....._..........................................._........................_._._..._.._.!.?..~JEP..!!?E1J::.~!..~~~.l!Y...~~.!:!.~'?1.~j~~:...............................__..._._.._.... v' Direct experience with EnerPath Services is teaming with subcontractors to deliver a federal grant compliance program that complies with federal grant compliance ................!:~!I~!!!.~..I!!!................................................!!9!;I..i!.~!!!.~!~.:..................................................................................................................... Title of Position: VP. Technolol!V , .' - 2010-9 laura A. Franke CLEAN ENERGY ADVOCATES, INC. 1223 Wilshire Blvd #310 Santa Monica, CA 90403 310-B92-o177 Ifra nke@ceadvocates.com PROFESSIONAL EXPERIENCE Clean Energy Advocates, Inc., Santa Monica, CA August 2008 - Present Principal Founded Clean Energy Advocates ("CEA) specifically for the purpose of providing financial advisory and administrative services for energy efficiency financing programs, as well as traditional debt issuance advisory services related to governmental clean and renewable energy projects. Targeted projects include municipal financial advisory and administrative services for Implementation and funding of contractual assessment and special tax programs, analysiS and structuring of power purchase agreements, project incentive matching, debt structuring and issuance for any taxable or tax-exempt municipal debt. Services include debt analysis, structuring. rating and credit presentations, debt issuance pricing analysis, refinancing and ongoing administration. Current projects under development include pooled contractual assessment programs; lease and power purchase financings for publiC and private users; school district program to provide 100% financing that utilizes grants, rebates and ARRA- authorized bonds for energy efficiency measures; many additional early stage projects incorporating energy efficiency and renewable energy components. Additionally, issuance of Recovery Zone bonds for public (Economic Development) and private (Facility) entities; and debt financing for school districts. Frequent speaking engagements have included State Controller John Chiang's staff, Irvine Chamber of Commerce Green Task Force, Green Valley Initiative general membership stakeholders meeting, Solar Energy Councils of Inland Empire and Orange County, California Green School Conference, and California . School Boards Association annual conference. With over 22 years in investment banking, I have worked with over SOO individual issuers on municipal debt exceeding $lS billion. For 18 years, I provided underwriting and administrative management services to the California School Boards Association (CSBA) Cash Reserve Program, a pooled Tax and Revenue Anticipation Note (TRAN) Program. In addition to pooling expertise, I have worked on numerous debt issuances including Certificates of Participation, General Obligation Bonds, Refunding Bonds, and lease financings. I also successfully re-vamped the CSBA's FlexFund Program into a cost- effective lease financing program for schools. This program issued 11 Lease Certificate financings in its first year. Laura A. Franke Professional Resume Page two George K. Baum & Company, Los Angeles, CA November 2006 - July 2008 Senior Vice President, Investment Banking - Public Finance Responsible for new and existing client relationships leading to and resulting in the issuance of municipal bonds, including General Obligation Bonds, Certificates of Participation, Refundings, Tax and Revenue Anticipation Notes and Lease Certificates. Clients included school districts throughout the State of California, and California School Boards Association (CSBA). Provided primary banking input for the development of a new security, Lease Certificates, for use by CSBA in FlexFund Program. As co. manager to CSBA Cash Reserve Program, provided credit insight and structural analysis to assure success of this annual pooled TRAN Program. Participated as lead banker on multiple debt issuances with responsibilities including, structuring oversight, credit presentation, enhancement selection, pricing strategy, investor marketing, and client management. Piper Jaffray & Co., Hermosa Beach, CA July 1987 - November 2006 Vice President, Investment Banking - Public Finance Over the span of 19 years I went from an analyst to a vice president. I was the banker responsible for building the administrative infrastructure that allowed the CSBA Cash Reserve Program to grow from 90 issuers for $400 million to over 400 issuers for $1 billion. Additionally, I was an investment banker responsible for individual debt issuances providing all issuance assistance as needed and as identified above in the George K. Baum & Company responsibilities. EDUCATION Central Washington University, Ellensburg, WA Bachelor of Science, Business, 1985 PERSONAL Mother of one son, a 2008 graduate of the University of Hawaii. In my free time I enjoy interior design study, running, cycling, skiing, snowboarding, rollerbladlng and overall health and fitness. 2010-9 Name of Penon: <'~7:~~.~~~~~~~-;;t.:~~'l~~:~~t~~,~~~~~~~~~,~:~.~~-,:~'. ~ ~;-- "! _ :."._ Educational Degree (s): include college or univenity, major, and dates License( s )/Certification(s), #( s), expiration date(s), if applicable: Specialized Training Completed. Include dates and documentation of completion: # of yean experience in area of service proposed to provide: Describe person's relationship to offeror. If employee, # of yean. If subcontractor, describe other/past working relationships Describe this penon's responsibilitier over the past 12 months. Previous empl,: r(s), positions, and dates Paul R. Gomez Massachusetts Institute of Technology - Sloan School of Management MS, Master of Science in Engineering and Management 2006 - 2008 Rutgers, The State University of New Jersey BS, Electrical Engineering 1987 - 1992 Certified Serum Master (Agile Software Development Methodology) December 2005 Microsoft Certified Application Developer (.NET / C#) September 2005 Microsoft Certified System Engineer (Windows 2000 MCSE) September 2003 Microsoft Certified Database Administrator (MCDBA) Certification on MS SQL Server 2000 January 2003 Microsoft Certified System Engineer (Windows NT MCSE) August 1996 17 Years Contractor (3 months) Employee (6 months) Responsible for the design, architecture and implementation of EnerPath's software and services. Application Architect (Consultant) at Harvard Medical School February 2009 - July 2009 (6 months) Designed and developed an expertise-based. social- networkin web a Iication with the oal of hel in im rove Tide of Position: Vice President SoftW~I>eVeloDmeiit the way biomedical research is conducted across the country. The system is in production and used by dozens of participating medical schools and research organizations. Application Architect-Development Manager (Consultant) at Hewlett Packard January 2007 - January 2009 (2 years 1 month) Designed an application for managing the complex interoperability relationships between enterprise Storage Area Network (SAN) components. o Information stored in this system represents the client's official product support matrix and is used by Enterprise Sales and Support to generate several billion dollars in annual sales. o Interviewed business stakeholders, built conceptual models, prototyped user interfaces, designed the supporting data model o Managed all aspects of product development Enterprise Architect (Consultant) at PC Connection May 2004 - December 2006 (2 years 8 months) Planned the migration of legacy sales and marl<eting applications from multiple disparate platforms to a flexible, service-based enterprise architecture. o The resulting architecture is designed to simplify application development, lower maintenance costs and improve business flexibility. o The applications built using this architecture support more than 800 internal users and are responsible for generating approximately $1.4 billion in sales revenue Architect (Consultant) at Monster.com I TMP WOrldwide Directional Marketing January 2003 - January 2004 (1 year 1 month) Designed the architecture for a complex order management system. o Architecture and applications support more than 700 Internal users and $700 million in Yellow Page, White Page and Internet advertising orders. o The new system replaced a 12-year-old mainframe application and provides improved productivity, lower maintenance costs and enhanced business process monitoring. Senior Technology Consultant at Con Edison [ Edit] March 1995 - January 1996 ( 11 months) Senior LAN Engineer at MercklMedco [ Edit] March 1994 - March 1995 (1 year 1 month) Information Systems Analyst at Clba-Gelgy [ Edit] June 1991 - March 1994 12 vears 10 months) Identify specific information about experience in: ..........................--..................................--....-....-............................................-.......................................................................................-....................... J Direct experience design and ............................................................................................................................................................................................................................-...............-.. 2010-9 management of energy- efficiency programs ''''''j''Di;;~t;;P;ri;~-;;;tih en;;g;;:'''- ...................................................-........-...........-..............--....-........................--............ efficiency outreach activities ......rDi;;~t.;~;ri;~;;.;jth..;;;;iY-...............................................................-.....-..........................-......................-.........-......-.......... efficiency interaction with local government leaden ......:rD~t.;;p;rl;;;~;.with-fed;;-I........ .............................................................................-...................................................................... grant compliance requirements ......-...........................---......-----...........................................................................................................................................-...----.........-...-......... ntle of Position: Vice President Software DevelClllment '.' . '. Title of Position: Director of AppliCation Englneerii1g , . Name of Person: Ronald H. Green Educational Degree (s): Include college or university, major, and Solar Certification, Orange Coast College 1983 dates Llcense( s )/Certification(s), #(s), Microsoft MCD (1998) expiration date(s), if applicable: Specialized Training Completed. HACCP Certification by ASQ, 2007; Weatherization Include dates and documentation Training by CBIA, 2009. of completion: # of yean experience in area of Energy Efficiency and Power Development: 26 years. service proposed to provide: Describe person's relationship to offeror. If employee, # of years. If Principal, II Years Tenure. subcontractor, describe other/past working relationships Describe this person's Directed IT Department, Principal Architect, Developer, responsibilities over the past 12 and Software Engineer of all products. months. Previous employer(s), positions, Principal, Lifeline Power (1983-1996) and dates Identify specific Information about experience In: ......-....----................-.............................................. ....----.........................--...---.......................-............................................--.................- J Direct experience design and Created software and acted as program manager in support management of energy- of a wide array of Energy Audit, Energy Efficiency, and efficiency programs Direct Install programs. 1999 to current. ....................................-..-................................................. ...............---.........-...-..-...--....-..................-.......................................................-.... Developed third party financed solar water heating J Direct experience with energy- systems for large scale apartment complexes in southern California. Builder of largest solar systems in Orange and efficiency outreach activities San Diego Counties. Developer of first Dairy Farm cogeneration system in San Bernardino County. .............-.....................-..................................................-.. ......................--...........--...--.................................................................................................. J Direct experience with energy- Energy Effi ciency and development ~onsultant to efficiency interaction with Governmer " of Haiti, Jamaica, St. } rts, Pakistan, and local government leaders Antigua, (1"88 - 1994) .............-......--..........................................-........................ .........................-.. . ........................................................... .................................................. J Direct experience with federal grant compliance None requirements .....................................-....................................................... .........................-..... ..........................................-....-......... ................................................... 2010-9 , Title of Position: CEO, Name of Person: Stephen Guthrie Educational Degree (s): include coOege or university, major, and Not applicable dates License( s )/Certification(s), #( s), Not applicable expiration date(s), If appOcable: Specialized Training Completed. Include dates and documentation Not applicable of completion: II of years experience in area of 20 years service proposed to provide: Describe person's relationship to offeror. If employee, II of years. If EmployeetFounder & CEO: 20 years subcontractor, describe other/past working relationships Describe this person's Responsible for overseeing all management personnel and responsibilities over the past 12 activities of the companies, which include program and project development, and both the consulting arm and construction arm months. of EnerPath Services, Inc. Previous employer( s), positions, and dates Identify specific information about Clearly identify the experience, provide dates, describe the experience in: person's role and extent of Involvement in the experience ..................-...-...........-....--.-.....--.--.-................... .O~-;;;;w.-;;;~-;;-~gem;;t~f'f~iiowj;;g:fuie;gy.Effici;;cy...D~.....- Install programs provided to Southern California Edison(200S), LA Department of Water & Power (2ooS-present), Riverside Public Utilities (2009), Colton Public Utilities (2009-present), ./ Direct experience design Harrah's Entertainment (2005..2007), Caesars Entertainment and management of energy- (2005-2007), Jet Propulsion Labs, Dept. of Forestry, Hill Air efficiency programs Force Base and numerous other government and private sector entities. Instrumental in developing over $50 million in energy efficiency programs including several emerging technology programs based upon innovative lighting technologies and most ....-;....-.............Di;ect eip~rl;-;;~~...With .... .!.~.!?!!.~_~8!:!.~~= flo~.E.<!?!.PE.!!l.P.s. .___......_____..._.__................ Worked with outreach programs in conjunction with utility energy-efficiency outreach programs offered to many cities and municipalities. activities .......'j....-...............iiir;ct'-;;xp;ri;ice.:w'ith....- .......-.-...--.....-..............-..........................-.-...--....-.......-.............-................ Worked with city and county officials in conjunction with . energy-efficiency Interaction utility programs. ...............~!!!.l.C!~ .&.~=!'.!!:mel!t.lead~~..... ./ Direct experience with Ene~P~th.S;;;rc~-;'i;.t;;;;:;;-;;-gWith s'i1bCO;rt;;;ctc;;:;;..i~.~T~~~.~........ federal grant compOance program that complies with federal grant compliance ................!:~!I~~!!!.!:!!!!.............................................. ..~?~..I!!.~E~.!l.:............................._........._.~......_............._............___..................... Title of Position: - Strate21c Adviior .......,... Name of Penon: Steven Meyers 2009: MBA and Master's in Energy Finance from the Educational Degree (s): include University of Texas at Austin college or univenity, major, and 1996: MS in Engineering from the University of California, dates Berkeley 1993: BS in PhYSics from Haverford Collelte License(s)/Certification(s), #(s), Not applicable expiration date(s), if applicable: Specialized Training Completed. Include dates and documentation Not applicable of completion: # of years experience in area of 15 years service proposed to provide: Describe person's relationship to offeror. If employee, # of years. ff Employee/Consultant: 6 years subcontractor, describe other/past working relationships Describe this person's Advises on sales strategies and major marketing plans. In charge of developing and presenting MainStreet Efficiency responsibilities over the past 12 webinars. Serves as an ESI representative covering the months. Southwest states' governments, utilities and communities. 2003-Present: President & Founder, Rational Energy, LLC 2003: Vice President Product Development,lnvensys PLC Previous employer(s), positions, 1997-2003: Manager, Director, Vice President, Enron 1996-1997: Project Engineer, SuperSymmelIy Services PTE and dates LID 1993-1996: Graduate Research Assistant under Professor Arthur Rosenfeld Identify specific information about Clearly Identify the experience, provide dates, describe the experience in: person's role and eItent of Involvement in the experience ...................................--........-..-..-.........-.......-............- -...........-...........-.....-.-..-.....................................................---................... Designed an international business model around energy- efficiency for a large US ESCO. Managed that business from a J Direct experience design and concept to over $250 million in energy-efficiency investments management of energy- over a 3 year period. I have worked with foreign governments efficiency programs (e.g. New Zealand, Singapore, China) on developing EE programs, devdoping best-practices, and quantifying the EE ........-............................-.......-...................-......-..--..-.. .P..!?~~~:.........._.......__...._............................................................_..__.................... Worked with outreach programs in conjunction with utility J Direct experience with energy- programs offered to many cities and municipalities as well as efficiency outreach activities spoken as an invited speaker and panelist for several ..................................................._......._...._._..........~.. .E.~Y.!!2!!!!!.~~~ fo~~~......................................................_.................. J Direct experience with energy- W ked . th. d ffi . al' . . . th ffi . . t cti 'th or WI city an county 0 CI S ill conjunction WI e Clency m era on WI tT ................!!!.~!!.!..g.!!.Y..\:!:!!!!!~Hl?!!!!.\:~.................. ..~..~..~~..~~~~.:............................................................................................................... 2010-9 Title ofPositi~n;~~t~~.~dviso~ J Dired experience with federal EnerPath Services is teaming with subcontractors to deliver a grant compliance program that complies with federal grant compliance m....m.m.!.~!l~~!!~n~n_.m.m..._...m.__.......n.....m..E~~~!!!~~;.__......_n.n..n.........n....n.............n._n_.....n..................n......n.n.._.mn...... Anthony Haske 1525 Montana Ave, #B Santa Monica, CA 90403 (310) 795-4963 thaske@hotmail.com SUMMARY A resourceful solar sales executive with a unique blend of experience in solar, technical sales, engineering, and environmental policy consulting. Especially talented at presenting innovative and unconventional technology to C-Ievel management. Aggressive self-starter with proven ability to develop new prospects. Committed to customer satisfaction and building strong relationships with clients. Offer unusual versatility with analytical skills, modeling and spreadsheet capabilities along with a strong writing proficiency. PROFESSIONAL HISTORY Photovoltalc System Sales 5olarClty; Culver City, California: 10/07- present, Senior Solar Consultant. Focus on selling residential and commercial PV systems in the Los Angeles area. Consult homeowners and businesses on the economics and design of photovoltaic systems as they apply to their specific electricity usage and rate schedule. Average sales volume is >30 kW per month in residential systems while working on several >100 kW commercial systems. Acted as lead consultant on SolarCity's Long Beach Community Program, which resulted in 50 residential PV systems within three months. Duties included giving several public presentations on solar, working with community leaders and attending city council meetings. Solar Electrical Systems; Westlake Village, California: 4/07 - 10/07, Solar Consultant. Within first four months, sold over 100 kW of PV residential systems. Focused on designing and selling PV systems to residential customers and small commercial PV systems in the Los Angeles area. Proficient in the CSI and DWP rebate programs and familiar with the guidelines tor Anaheim, Burbank, Glendale, Pasadena and Riverside utility programs. Gained valuable experience with high-end homes and high-profile customers, including working with general contractors. Left Solar Electrical Systems to join a heavily funded company offering more opportunity and growth. Permaclty Solar; Los Angeles, California: 9/06 - 3/07, Sales Account Executive. Joined Permacity to enter renewables market and learn about the photovoltaic Industry. Within first two weeks, achieved monthly sales quota while creating pricing catalogues for different photovoltaic module and inverter manufacturers. Involved with several designs and installations and 'created proposal tools for residential and commercial projects. Also Initiated several sales channels with community organizations, retail businesses and engineers. Left Permacity to join larger solar company with established history. 2010-9 Technical Sales AuBeta Networks: Los Angeles, California: 2003 -2006 (independenl contractor from 2005 to 2006), Senior Account Executive. Sold wide.area-network (WAN) services to large. and medium.sized businesses across the United States. Responsible for maintaining $15,000 monthly quota of recurring monthly revenue. Initiative needed to research, identify and develop new prospects with limited company resources. Regularly presented to CIOs and CFOs. Performance: Second producer in the company, secured AuBeta's largest customer ($72,000 monthly revenue), averaged 114 percent of quota. Exarlo Networksnnternet Connect Networks; Los Angeles, California: 1999 - 2002, Senior Account Executive, Direct & Indirect Channel Sales. For a New Jersey-based company, sold innovative WAN and voice-over-IP solutions to large- and medium-sized businesses, primarily in Southern California. Also built indirect sales channel through dealer distributor in the Northeastern United States. Required aggressive pursuit of new business by calling on CIOs and educating them on an innovative WAN technology. Performance: Top producer in company, averaged 105 percent of quota. Environmental Sciences and Engineering University of Arizona: Tucson, Arizona: 1992 - 1994, Research Assistant. For master's thesis, designed and performed a three-month study that measured the impact of submicron (< 111m) atmospheric particles on Tucson visibility. Study determined that degradation to Tucson visibility is mostly attributed to man-made pollutants and not to naturally occurring particulates. ICF Incorporated: Fairfax, Virginia: 1989 -1992, Policy Analyst/Environmental Engineer. Supported EPA's regulatory development in a variety of projects. Emphasis placed on strong knowledge of EPA regulations and proficient writing under tight deadlines. Examples of work include writing sections of EPA's Land Disposal regulations, Environmental Risk Assessments, and an Environmental Impact Study for the Strategic Petroleum Reserve. Other Employment AT&T Networks; Omaha, Nebraska: 1988 - 1989, Manufacturing Engineer. Residentall Real Estate Developer, Seattle, Washington: 1995- 1998. EDUCATION Present, CFA Candidate 1995 M.S., Atmospheric Sciences; University of Arizona. 1987 B.S., Mechanical En9ineering; University of Notre Dame. 1987 B.A., Philosophy; University of Notre Dame. SOLAR SEMINARS Solar Living Institute, Commercial Solar Economics & Financing, 4/08. CSI Survivor Seminar. One-<lay seminar on new CSlguidelines, 2/07. Solar Living Institute, How to Make the Financial Case for Solar, 9/06. COMMUNITY Engineers without Borders, Mali Project, Solar Technical Lead, 2008. Simonton Cancer Center, Board of Directors. Danielle Garcia 1304 Sandra Way. Redlands, CA 92374. (951) 675-7490 . Garcia.danielal@gmaiI.com Objective To provid, Ih, hightsl lev" cullomer Itrvi" 10 midenll and 10 molivale and I,ad Ihe Ilaff of Ihe Qvali!J of Ufe Departlllent in achievement of itl 1II,,11;111(};1I0111, diveru 1.001.1111;111. 111.1 own tuhnicll/ and operational knowltage of itl internal dynamia. Profile . Three years experience in planning and developing regulatory documents for fedenl submission. . One year experience assisting in the grants planning cycle of more than $30 million dollars in Cedenol Funds. . Experience from 2006-2009 in the development and submission of grant applications on behalf of boththe County of Los Angeles and the City of Redlands. . Experience from 2006-2009 in the wfting, execution and monitoring of grant-funded projects to ensure compliance with reporting, hilling and implementation requirements. . Reputation for demonstrating outstanding tearnwork/teambuilding and expeditious coordination of several large projects. . Bilingual: English/Spanish. . Proven ability to thrive in deadline-driven environments. Skills Summary . Project Management . Report Preparation . Written Correspondence . General Office Skills . . . Computer Savvy Customer Service Burg~oning leadership skills Technical supervision . . . . Research skills Regula tory comp!i.nce Grant writing Professional Presentations . Professional Experience As GRANTS PLANNING SPECIALIST, I ASSI.'TED IN mE CREATION OF Bom mE ONE-YEAR ACTION PLAN AND mE FIvE-YEAR CONSOLIDATED PuN: . As a Grants Planning Specialist, I W2S tasked with properly interpreting and applying Federal regulations, laws and CDC policies; undersbinding and conveying technical information to CBDG partners and the general public in clear layman terms; managing multiple simultaneous priorities, being a positive! creative problem solver, and maintaining cooperative working relationships with staff, other agencies and the public. . Compiled volwnes of data and literature specific to the project area designated to receive funding. . Research involving the principles of sustainable development, such as infilJ development, ttansit.oriented districts and walkable communities. Application of these concepts to the grant project proposed. . Provided sound funding recommendations for proposed projects (assessing factors such as monitoring findings, expenditures, ect.); and researched, devdoped, and wrotuction plans to prognm HUD.funded programs (HOME, CDBG, Healthy Homes, Neighborhood Stabilization Program, etc.) As PROJECT SPECIALIST, I HA VE PREPARED SEVERAL APPLICATIONS FOR GRANT OPPORTIlNmES AT MANY LEVELS OF GOVERNMENT; INCLUDING LOCAL, STATE, AND FEDERAL GRANT PROGRAMS: . Prepared grant applications to local agencies: the South Coast Air Quality Management District, the Mobile Source Air Pollution Reduction Review Committee, and the San Bernardino Associated Governments. . Prepared grant applications to State Agencies: California 1ntegrated Waste Management Board, the Department of Conservation, CAL Fire (California Department of Forestty and Fire Protection) and the Resources Agency. . Recently took responsibility for analyzing efficacy of stimulus funding opportunities under the American Reinvestment and Recovery Act (ARRA). Prepared grant applications to federal submission to the US Environmental Protecrion Agency and the US Department of Energy. 2010-9 Danielle Garcia PRO)ECf SPECIALIST, I HAVE BEEN nIE LEAD ADMINISTRATOR OF SEVERAL PRO)Ecrs: . Extensive collaboration among agencies, including County of San Bemudino and City of Rivctside to undertake and complete projects with limited background experience, such as the joint development of an AB-81 I type program and the municipal facihities targeted retrofit program. . Prepared comprehensive amlysis and summaries for each gnnt opportunity to advise director of the department about the status of such projects. Preparation of corresponding City Council reports. Grant submissions ranging in purpose, aaoss many divisional and some departmental lines. . In chugc of procurement of grant eligible activities, &om professional services to contractor services; responsible for the thorough reporting. tracking and billing under several grant projects. Requisite record keeping in preparation for federal or state financial audits. . Coordination and tracking of volunteer services for the City; creation of the Redlands Service Club Council. implementation of Adopt-a-Street Program for R.edlands, annual planning and management of the Communitywide Clean-Up Day, coordination of Eagle Scout Projects, organization with local churches and organizations to conduct public facility improvements throughout the City utilizing volunteer efforts. Employment History CITY OF REDLANDS - 35 Cajon Street, Redlands, CA Project Specialist, March 2008 to Prescnt COUN1Y OF LOS ANGELES, COMMUNITY DEVELOPMENT COMMISSION - 2 Coral Circle. Monterey Park, CA 91755 Grants Planning Specialist, Novemher 2006 to March 2008 SPRINT NEXTEL CORPORA nON - Riverside, CA Retail Communications Consultant, 2005 CORCORAN LAW OFFICE - Rcdlands, CA Legal Secretary / Personal Assistant, 2002 Education UNIVERSI1Y OF CALIFORNIA - Riverside, CA Bachelor of Arts, Political ScieDce . 2006 RIVERSIDE COMMUNI1Y COLLEGE - Riverside, CA Professional Certici2te. Business Administration ~ 2009 CALIFORNIA ~J ATE UNIVERSITY - San Bernardino, CA Master of Atts, Puhlic Administration - present References AVAILABLE UPON REQUEST . 1304 Sandra Way. Redlands, CA 92374. (951) 675-7490. Garcia.danielalCalgmail.com .~ '.'\- . '; L;':t_:_~;:;;;.:':.:.;F';2":':.~.';:~?:': :. I ,~,,:.\;:~,,-,-;-~ ''':-::-; .1,;,,",,',,'.""'.' .......,.>". \':2?(-':';!. ~:,":':':,::'''' '" 'iA,;Lt':;::.".j....,. ,y, :,:'J1i(J~,~g~~~q,n~iP~iect~~~rn~~t4Il' "'i;::.:...:.,..:...~~,.,/, ,!:~:,'.h"_~,:-,!;;:,':.'""'" "';!:;'.':~.:;.. .....,~.:....;.:::.:.:;...-'::.:...:........ -....~.-:'::~'. . Name of Person: Mark Wasson Educational Degree (s): Include A.A. Pierce College 1982 college or university, major, and B.A. Communications, California State University, dates Northridge 1986 Uunse(s)/Certlfication(s), #(5), Not applicable expiration date(s), if applicable: Specialized Training Completed. Include dates and documentation Not applicable of completion: # of yeai'll experience in area of 2years service proposed to provide: Desulbe person's relationship to offeror. If employee, # of years. If Employee! 2 years subcontractor, describe otherlpast working relationships Describe this person's Coordinate all aspects of the Set to Save program in the responsibilities over the past 12 City of Palm Desert. Including customer awareness, months. marketing, P.R. and customer/client relations 1996-2007: President, Valet AudioNideo Inc. Previous employer(s), positions, 1990-1993: Sales Representative, Bristol Meyers . 1987-1990: Operations Manager, RAI and dates Identify spedfic information about experience In: ....---.--.----.....-..--...--.---.....-..- .--.-.--....---...-........---.-.-.-...-.--.....-.--....---....-... J Direct experience design and Managed 10 Energy efficiency consultants with tbe Palm management of energy- Desert program. e11lclency programs .------.--..-.--..--.---.--....-.----- WaskeYiims;;~ betw~ E;;iP8ih-s;vi~-a;d'Pahn.'-'-'- J Direct experience with energy- Desert. Assisted in expanding AB81l marketing efforts. efficlency ontreach activities Provided marketing, education and outreach efforts to schools and community organizations ........_._----_........._-_..._........_.........-_...~_. .-.-...-...-....-..-.......--..-.-..--...-..--.---.......-.-.--.............-.... J Direct experience with energy- Coordinated with local city officials and managers in efficiency interaction with implementing the Palm Desert Set to Save, AB81l and the local government leaders Desert Cities Pool Pump programs -.-------....-..----....--.---.-. --.-..----....-....---.--....-.......--..---.-.-...-.....--.---..----.- J Direct experience with federal Not Applicable ._.--_...-..._-_......~--_..._._.~.._..._-_..._..... -.............--..--.........----.-..-.........----..---............---.-.-.-... . "~;>~~;::',".-: 2010-9 j- ~i;~:;:;:~:~::~- .. "',-,'-':"~'.-'; Y'\'J:!~e._lJfr~Si1i?:I,1::~,!r~J~~ :~o~riJi~~~~,: '.'. . grant compliance ....._.........~~~.~i.~~~~~....._.__..._........_................. .:....,. '.",.','." _.~ ';'- ".' '::l:-..: .'.', ~ ;g.:,:.r'l.:-:'+:'~ .,...,.... ....._.._......................__........._.................................._._._._.._..........._m................._...............