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HomeMy WebLinkAbout05.O- Public Works RESOLUTION (ID # 3575) DOC ID: 3575 F CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION Agreement/Contract From: Robert Eisenbeisz M/CC Meeting Date: 12/01/2014 Prepared by: Robert Sepulveda, (909) 384-5140 Dept: Public Works Ward(s): All Subject: Resolution of the Mayor and Common Council of the City of San Bernardino Awarding a Contract to Sierra Pacific Electrical Contracting for the Replacement of Existing HPS Street Light Fixtures with LED Fixtures at Various Locations in the City of San Bernardino, Per Plan No. 13019 (SS15-013). (#3575) Current Business Registration Certificate: Yes Financial Impact: The cost is projected at $190,000. The total amount will be financed to the City over an approximate six year period by Southern California Edison through its "On-bill financing" program. The City will pay its current rates until the project cost has been recouped. At that point the City will begin paying the rates associated with the energy efficient costs. The cost of this project will be reimbursed by Southern California Edison and they will recover the cost from the energy savings through their "On-Bill" financing program, which essentially pays for the project through the energy savings. The City will continue to pay the current amount until the cost of the project has been recovered by SCE and at that time, the City will begin paying the reduced energy cost, which is expected to be significantly less than the current energy cost. It is expected to take an estimated seven to ten years for SCE to recover the cost and after that it will result in significant energy cost savings for the City. Please note this balance does not indicate available funding. It does not include non- encumbered reccurring expenses or expenses incurred, but not yet processed. Motion: Adopt the Resolution. Synopsis of Previous Council Action: 06/30/14 Resolution No. 2014-245 was approved, adopting the City's Final Budget Document for Fiscal Year 2014/15. Background: On June 30, 2014, the Mayor and Common Council approved Resolution No. 2014-245, adopting the City's final budget document for Fiscal Year 2014/15, which included the subject street light replacement project. This project consists of replacing 385 existing City-owned high pressure sodium (HPS) street lights with new energy saving Light Updated: 11/25/2014 by Georgeann "Gigi" Hanna F I Packet Pg.332 3575 Emitting Diode (LED) lights. This project was initiated because of an incentive offered by Southern California Edison of about $41,000. The incentive is offered to qualified agencies in an effort to reduce Edison's overall energy consumption demands. The effective cost of the project is about $149,000 (total cost of $190,000 less the incentive), and is being financed through Edison's On-Bill Financing program. By replacing City's current street lamps with more energy efficient ones the City is expecting to realize annual savings of about $25,000. The realized savings will be used to completely repay the financed cost within six years. The project was advertised for bids on October 2, 2014. Local advertising for project bids included the San Bernardino County Sun Newspaper, F. W. Dodge Company (Monrovia), High Desert Plan Room, Construction Bid Board, Inc., San Diego Daily Transcript, Bid America Electronic, iSgFt Plan Room, Reed Construction Data, Construction Bid Source (CBSI), Bid Ocean, Inc., and the City of San Bernardino Chamber of Commerce. Information and electronic copies of the construction documents were also posted on the City's website. Seven bids were received and are listed below: Table 1: NAME OF BIDDER CITY AMT. OF TOTAL BID Osram Sylvania Poway, CA $ 269,164.06 L) Express Energy Serv. Inc. Los Alamitos, CA $ 159,742.85 Quality Light & Electrical Bloomington, CA $ 214,303.99 Amiran Construction Tustin, CA $ 233,211.06 PTM General Eng. Serv. Inc. Riverside, CA $ 182,782.00 Steiny and Company, Inc. Baldwin Park, CA $ 241,180.00 Sierra Pacific Electrical Contracting Riverside, CA $ 151,710.00 Engineer's Estimate $ 200,000.00 After a complete review of the 7 sealed competitive bids and verification of mathematical calculations and certifications, staff has determined that Sierra Pacific Electrical is the apparent low bidder and has met the minimum requirements of the bid specifications and guidelines. Based on the above information, Sierra Pacific Electrical Contracting is the lowest responsible bidder and staff recommends that the contract be awarded to them. The estimated project costs are as follows: Table 2: TOTAL COST Bid Amount $ 151,710.00 Contingencies (10%) $ 15,171.00 Subtotal Construction Cost $ 166,881.00 Updated: 11/25/2014 by Georgeann "Gigi" Hanna F I Packet Pg.333 3575 Design, Construction Management & Inspection $ 23,119.00 Total Estimated Construction Cost $ 190,000.00 Sufficient funds are available in Account No. 242-160-5504-8009-0025 "Street Light Replacement (SCD) SS15-013" to cover the cost of this project. The cost of this project will be reimbursed to the City by Southern California Edison (SCE) through the "On-Bill Financing" program. SCE will recover the cost of this through the energy savings. Once SCE has recovered the cost, the City will begin to realize the energy savings from that time forward. Staff recommends that the Mayor and Common Council award a contract for this work to Sierra Pacific Electrical Contracting of Riverside. City Attorney Review: Supporting Documents: RESO Street Light Conversion to LED (DOC) List of Street Light Locations SP 13019 (PDF) Bid Schedule Street Light Conversion SP13019 (PDF) Bid Opening Report & Bid Tabulation SP13019(PDF) 356-13-0500463343-PA APPROVAL (PDF) 500463343 1322576 OBF Res Approval Pkg (PDF) 500463343 1322649 OBF Res Approval Pkg (PDF) ,%.." I I i i Updated: 11/25/2014 by Georgeann "Gigi" Hanna F Packet Pg.334' 1 RESOLUTION NO. M r 2 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY L OF SAN BERNARDINO AWARDING A CONTRACT TO SIERRA PACIFIC U) 3 ELECTRICAL CONTRACTING FOR THE REPLACEMENT OF EXISTING HPS w 4 STREET LIGHT FIXTURES WITH LED FIXTURES AT VARIOUS LOCATIONS IN N THE CITY OF SAN BERNARDINO, PER PLAN NO. 13019 (SS15-013). c 5 BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE W 6 CITY OF SAN BERNARDINO AS FOLLOWS: c° o. d 7 SECTION 1. Sierra Pacific Electrical Contracting, 2542 Avalon Street, Riverside, s J 8 California 92509 is the lowest responsible bidder for replacement of existing High Pressure d L 9 Sodium (HPS) street light fixtures with Light Emitting Diode (LED) fixtures at various o to locations, per Plan No. 13019 (SS15-013). A contract is awarded accordingly to said bidder in c 11 a total amount of$151,710.00 with a contingency amount of$15,171.00,but such contract shall v 12 c`a be effective only upon being fully executed by both parties. All other bids, therefore, are hereby a 13 rejected. The City Manager is hereby authorized and directed to execute said contract on behalf LO 14 of the City. A copy of the contract is on file in the office of the City Clerk and incorporated N 15 0 16 herein by reference as though fully set forth at length. 17 SECTION 2. This contract and any amendment or modifications thereto shall not take o w J 18 effect or become operative until fully signed and executed by the parties and no party shall be ° 0 19 obligated hereunder until the time of such full execution. No oral agreements, amendments, c 20 modifications or waivers are intended or authorized and shall not be implied from any act or U0 w 21 0 course of conduct of any party. m 22 SECTION 3. The authorization to execute this contract is rescinded if the parties to the cYLn O 23 contract fail to execute it within sixty(60) days of passage of this Resolution. LU 24 a: 25 s Q Packet Pg.335 1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AWARDING A CONTRACT TO SIERRA PACIFIC r 2 ELECTRICAL CONTRACTING FOR THE REPLACEMENT OF EXISTING HPS 9" STREET LIGHT FIXTURES WITH LED FIXTURES AT VARIOUS LOCATIONS IN Cl) 3 THE CITY OF SAN BERNARDINO, PER PLAN NO. 13019 (SS15-013). w U 4 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and 5 Common Council of the City of San Bernardino at a meeting thereof, held on the 4) 6 `0 CL day of , 2014,by the following vote, to wit: d 7 s Council Members: AYES NAYS ABSTAIN ABSENT J 8 ++ d MARQUEZ 9 N L 10 BARRIOS r L 11 VALDIVIA c U 12 SHORETT 3 Q 13 NICKEL t"21 14 JOHNSON == N 15 MULVIHILL o 1/1 16 ai u 17 LU LU Georgeann Hanna, City Clerk 0 18 The foregoing resolution is hereby approved this day of , 2014. o 19 c 20 U R. CAREY DAVIS, Mayor 21 City of San Bernardino Approved as to form: 22 GARY D. 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V . 1d m 10 m N N �O 10 N W N W N Ol u N �o N N 'o m N N m N le N m tV N m m ,y s �YI a u a a�le a a a a a a a a a a a a a d a u a x = = x x x x = x x x x x x x = x x = x x z = = x x 2 x x = x = x s'.x x s s = _ _ cn eeeeeeee � � eeeeeeee eeeeeeeeeceeeeeeeeeeeeeeeee A a M M a .0 10 n a a s a a s a a a a a aaa a a O a a a a a a d aaa O 888888838888838888 8888883888883888888888888 v, a a s a u u a v ,y °� a s a; a a� sssssas8ssss " � ssCs " " 8 � � 8C 8C s` ss " " s Ns � A 3isn o a vimg _ mmmm .�Nn '�mM `~�` m_mmmm "M�im �mdim ' `M Packet Pg. 344 S.O.b W aaaaaaa > adTiaZ �d �dZzup t-n Wulwf z , 2o2e W » � � a33 M 2 2N�0 2 2 Z 2 p2p:3 3 2 y z O LO 8 h m QI a co m 1ppp � O r W N N N N Rl 3 3 3 3 3 3 3 3 3 3 3 3 3 3 U 3Q�' 05033035o �Q,�QSo o g, r4 n - _ - — E f"R�•�� RRNA� N RR�� RNA N R� Rm� R� R� m� RNA � R�m� N N N � r/ rl N rl ei .m-1 ei �-1 rl ei r-1 rl N N rm-1 Q. ^ m O p Npp p mpp 1pplpp1 �p 7 IhD ln0 th0 9 8 �D W l�0 �D 10 � 9 - n u' "" m 2 J J J J J J J J J J J -1 J J J 8 OV 8 8 r N � N E ,Nmmmmmrn mmp� 1q � rl r1 N N ei e-1 N N r1 e� eY N fi N H A 0 rl rl N cn T h N m co O � Cm in r-41 o UN m lmtlmmm farlm m M mm m mmm mm o iM M � C o 0 000000000000 � N., N-� �.LOj m m z � � :; II y O O Cl) pp N U Z c O_ W x x V J cc :13 2220 �? _ z,zi> J s x x x x s x x x x x x x x s s x 4- 88 8u° 88Us888888S8 N _ J sss � s sss M ou w 40 f�I N 00 Ln ~ m 2 2 Z 2 oov 8 IA tO 00 m anhhNmr, mnn � `mrn m PacketPg. 345 A m m m m m m m m m m m m m m m 5.O.c M BID SCHEDULE o SPECIAL PROVISIONS NO. 13019 r REPLACEMENT OF EXISTING HPS STREET LIGHT FIXTURES vi WITH LED FIXTURES v AT VARIOUS LOCATIONS IN THE CITY OF SAN BERNARDINO c BID UNIT UNIT PRICE TOTAL E ITEM DESCRIPTION OF ITEMS QUANTITY NO. REPLACE EXISTING HPS, 100W WITH CREE XSP2 1 TYPE III(WITH FIELD ADJUSTABLE TUNING FACTOR LOCKED TO POSITION F)&PHOTO 24 EA $390.001EA $ 9,360.00 J CELL OR EQUAL MAXIMUM REPLACEMENT y FIXTURE 56W m REPLACE EXISTING BPS, 15OW WITH CREE XSP2 in TYPE III(WITH FIELD ADJUSTABLE TUNING 31,200.00 0 2' FACTOR LOCKED TO POSITION E)&PHOTO 80 EA s390.00 !EA $ CELL OR EQUAL MAXIMUM REPLACEMENT c� L FIXTURE 65W REPLACE EXISTING BPS, 15OW WITH CREE XSP2 U 3 TYPE HI(WITH FIELD ADJUSTABLE TUNING 390.00 23,790.00 FACTOR LOCKED TO POSITION A)&PHOTO 61 EA $ /EA $ CELL OR EQUAL MAXIMUM REPLACEMENT 3 FIXTURE 101W Q REPLACE EXISTING UPS, 20OW WITH CREE XSP2 ti 4. TYPE III(WITH FIELD ADJUSTABLE TUNING 390.00 58,890.00 Lo FACTOR LOCKED TO POSITION C)&PHOTO 151 EA $ /EA $ CELL OR EQUAL MAXIMUM REPLACEMENT w FIXTURE 83W ° REPLACE EXISTING HPS, 25OW WITH CREE XSP2 5. TYPE III(WITH FIELD ADJUSTABLE TUNING a 390.00 , FACTOR LOCKED TO POSITION A)&PHOTO 70 EA $ BA �, 27300 U)c CELL OR EQUAL MAXIMUM REPLACEMENT °- .N FIXTURE 101W m REPLACE EXISTING HPS, 31OW WITH CREE XSP2 c 6. TYPE III(WITH FIELD ADJUSTABLE TUNING o FACTOR LOCKED TO POSITION A)&PHOTO 3 EA $390.00 !EA S_1,170110 V CELL OR EQUAL MAXIMUM REPLACEMENT -� FIXTURE 101W w w a� L TOTAL BID: $_1 51 ,710 00 N U m C d E V B-2 a Packet Pg. 346 5.O.c BID NOTES: e shown in figures, All blanks aces appearing above must be filled in. In case of discrepancy The unit pace must b sh w p PP g in Bid Amounts,"UNIT"prices shall govern over extended amounts. r 0 Total bid price for the entire contract work shall include the cost of labor, materials, equipment parts, implements, r taxes and supplies necessary to compete the project,as based on the City Engineer's estimate of quantities of work. U) The total price must be extended for each item of work and the total of all items inserted in the space provided. 0 Bidders shall complete and submit entire BID DOCUMENT section as their bid to the City. Failure to do so will w result in bid being non-responsive. Any situation not specifically provided for will be determined in the discretion of the City of San Bernardino(CITY), and that discretion will be exercised in the manner deemed by the CITY to best protect the public interest in the a prompt and economical completion of the work.. The decision of the CITY respecting the amount of a bid, or the existence or treatment of an irregularity in a bid,shall be final. BIDDER declares that this BID is based upon careful examination of the work site and the Bid and Contract m Documents. r m Time is of the essence in the completion of work encompassed by this bid. Contractor must commence work on street o lighting repair within ten (10) calendar days after notification by the CITY. Contractor must pursue the work continuously after commencement of job to complete the entire work order. 60 working days are allowed for this project. 0 BIDDER understands that a bid is required for the entire work,that the quantities set forth in the Bid Schedule are to tow calculate total bid amount for comparison only,and that final compensation under the contract will be based upon the Q actual quantities of work satisfactorily completed. The BIDDER agrees that the CITY reserves the right to increase or decrease the amount of any quantity shown in the Bid Schedule and to delete any item from the contract and pay the r- contractor at the bid unit prices. The CITY will issue to the selected contractor Work Orders that indicate locations,extents,and details for all work to 0 be performed. a En The contractor shall notify the CITY Inspection Division and provide a schedule for completion of the work at least o 48 hours prior to commencing work. `m 0 Traffic Control: Cost of traffic control is assumed to be included in various bid prices,and no additional payment shall be made. The Contractor shall be responsible for furnishing, placing and maintaining barricades and lights as a� necessary to protect the public from danger due to all work being done. If lane closures are approved by the Project Manager,the full width of the traveled way shall be open for use by public traffic from 4:00 p.m.to 8:30 a.m., all day m for Saturdays, Sundays, and designated legal holidays, after 3:00 p.m. on Fridays and the day preceding designated in legal holidays, and when construction operations are not actively in progress on working days. If the Contractor is 2 allowed to temporarily close a portion of the roadway, a minimum one lane for each direction of travel must be 'a=i maintained at all times unless otherwise approved by the Project Manager. All lanes must be opened up to traffic between 4:00 PM and 8:30 a.m., daily. The Contractor shall comply with the Manual on Uniform Traffic Control in Devices (MUTCD) and the California Supplement, Latest Editions, and all other applicable requirements and m standards for traffic control. c d All other work items not specifically listed above, but necessary to complete the work per applicable standards, s including traffic control are assumed to be included in the above various unit bid prices. Y Q B-3 Packet Pg. 347 BIDDER'S INFORMATION_AND SIGNATURE: It is the understanding of the undersigned that the work hereinabove described shall be commenced with 10 working days from the date of the"Notice to Proceed",and shall be completed within 60 working days from ti M date of said notice,as directed in SECTION 4 of these Special Provisions.. o LO T The undersigned further agrees that in case of default in executing the contract, or furnishing necessai ai bonds,all within the specified time,the proceeds of the Bidder's Guaranty accompanying this bid shall be paid to tl. 9 City of San Bernardino as liquidated damages. c Licensed in accordance with an act providing for the registration of Contractor, E v LICENSE EXPIRATION FEDERAL TAX ID NO,:264048 CLASSIFICATION{Sj: C10, A, B DATE: 12/31/2015 # 95-2687802 .r FIRM NAME: Sierra Pacific Electrical Contracting M J 2542 Avalon St. BUSINESS ADDRESS: r Riverside, CA 92509 BUSINESS PHONE. 951-784-1410 FAX: 951-784-4489 CELL: 0 If an individual, so state. If a firm or co-partnership, give the names of all individuals, co-partner composing the firm. If a corporation,give the names of the president,secretary,treasurer and manager thereof: 3 Corporation a P Is Bidder currently a certified DBE? Yes ❑ No ,r, ti Legal Status of Firm `O M NAME(S) ADDRESS(ES) O M Barry Loop President David Loop Vice President c Patience Spina Secretary 0 U t SIGNATURE OF BIDDER: Dated: October 28.20 14 J Cnd d L BIDDER'S INITIALED ACKNOWLEDGEMENT OF ADDENDUMS: d ADDENDUM NO.1 DATE: in ADDENDUM NO.2 DATE: m u c d ADDENDUM NO.3 DATE: E I � ADDENDUM NO.4 DATE: Q I C-1 Packet Pg.348 M SPECIAL NOTICE o LO co W U N 2 _ The bidder's attention is directed to the section entitled, "Required Listing of Propose d Subcontractors", in Section 2 of the special provisions regarding the requirement that propose subcontractors be listed in the bidder's Bid Documents. Instead of listing only subcontractors fc signal and lighting work as in the past, all subcontractors are now to be listed in the Designation c Sub-Contractors for items of work or portions thereof to be subcontracted in excess of one-half c _M one percent of the total bid or$10,000.00,whichever is greater. v/ L In the case where a bidder claims an inadvertent clerical error in listing sub-contractors, notice of the claim must be submitted to the Office of the City Engineer in writing within 2 workin; L days after the time of the bid opening and send copies of the notice to the subcontractors involved. L The bidder shall provide the actual dollar"Sub-Contract Amount" as submitted by each liste a sub-contractor, keeping in mind that the prime contractor for this project is required to provide c perform,with his own organization, contract work amounting to at least 50% of the total contract big LO price. Material required for any of the contract work of this project that is purchased directly by th prime contractor is considered as included in the prime contractor's 50% requirement. If materia o purchased directly by the prime contractor is to be used by a listed sub-contractor in perfonniA a contract work, the dollar amount of such purchased material should not be included in the dolls r_ 0 amount listed for said sub-contractor. The following is in addition to Subsection 2-3.2, "Self Performance," of the Standar, 0 w.. Specifications: J If the Bid submitted by the Contractor fails to meet at least 50% of the amount of wor: i required with its own forces, the Bid will be considered non-responsive and rejected with no fin-the n consideration. If after execution of the Contract Agreement, the CITY discovers the Contractor i performing work amounting to less than 50% of the Contracted amount, except for "Specialt Items", the Contractor shall be notified that he or she is in violation of the Contract. The dolls amount of the portion found to be subcontracted by the Contractor, resulting in less than 50% of th 'm amount of work required to be performed by the Contractor, shall be deducted from payment to th Contractor. The deduction shall not exceed 50% of the contracted amount required to be performe by the Contractor. The Contractor will not be penalized by the CITY resulting from Contra( r Change Orders that increase subcontract items of work. a C-2 Packet Pg. 349 S.O.c Sierra Pacific Electrical Contracting BIDDER'S FIRM NAME DESIGNATION OF SUB-CONTRACTORS r 0 SPECIAL PROVISIONS NO. 13019 LO In compliance with the provisions of Section 4100-4114 of the Public Contract Code of the State of California and ar w amendments thereof,each bidder shall set forth the name and location of each subcontractor who will perform work or labor i N render service to the Contractor. c d Name&Address Agency&No.of d Under Which MBElWBE CERT. Sub-Contractor's Sub-Contract Contractor's License# M Licensed (If Applicable) Phone-No. Amount Work to Be Performed: °- a� $ Q L L i+ V 2. 1° $ 0 U 0 L Q 3. LO $ .�M. w 0 M T a. 4, c c 0 U s a� 5. L r d d U 6. co $ 'm w c d E M r IF ADDITIONAL SPACE IS REQUIRED,PLEASE DUPLICATE THIS SHEET Q I s DO NOT WRITE ON THE BACK C-3 Packet Pg.350 WORKERS' COMPENSATION INSURANCE CERTIFICATION M r O LO T ' Cn'^ co W U co I am aware of the provisions of Section 3700 of the Labor Code requiring every employer to t E insured against liability for workers' compensation or to undertake self-insurance in accordance wit 8 Q provisions of that code, and I will comply with such provisions before commencing the performanc J of the work of this contract. L i+ Cn L 0 it V L Contractor: o U NAME OF FIRM: Sierra Pacific Electrical Contracting 3 David Loop BY: ti to TITLE: Vice President v 0 DATE: 10/28/2014 N a c 0 L d O U J w d L .F+ U m a.. C d E t V Q C-4 Packet Pg.351 .c (This affidavit shall be executed by all bidders at the time of bid submittal. Failure to execute the affidavit on this page will result in rejection of bid.) NON-COLLUSION AFFIDAVIT 0 To the Division of Public Works,Department of Development Services,City of San Bernardino,State of California: N N The undersigned in submitting a bid for performing the following work by contract,being duly sworn, deposes an U says: a� That he or she is of the party making the foregoing bid,that the bid is not made in the interest of, or on behai d of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid i genuine and not collusive or sham;that the bidder has not directly or indirectly induced or solicited any othe bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived,or agree with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; communication ro or conference with anyone to fix any overhead,profit,or cost element of the bid price, or of that of any othe bidder, or to secure any advantage against the public body awarding the contract on anyone interested in th r proposed contract; or take any action in restraint of free competitive bidding in connection with such contrae: N that all statements contained in the bid are true; and further, that the bidder has not, directly or indirectl) ,0 submitted his or her bid price or any breakdown thereof, or data relative thereto, or paid,and will not pay, aq a fee to any corporation, partnership, company association, organization, bid depository, or to any member e o agent thereof to effectuate a collusive or sham bid. L Sierra Pacific Electrical Contracting a Firm Name ti / LO r Signature of Bidder M David Loop, Vice President Printed Name and Title ° 2542 Avalon St. L O Riverside, CA 92509 2M Business Address w a� L w Cn Place of Residence Subscribed and sworn to(or affirmed)before me this 28 day of October y 2014 the above proved to on the basis of satisfactory evidence to be the person who appeared before me. rn _— 'm Signed .. otary ublic in and for the ounty of E i ye rs i d e , State of California. ARRETT pAy Commission i 2031046 June 25 2017 Notary Public-ceiiforn4 a My Commission expires on a Riverside County Year My Comm.Expires dun 25 C-5 Packet Pg. 352 5.O.c { FORM OF BID BOND KNOW ALL MEN BY THESE PRESENTS, that we,the undersigned, Sierra Pacific Electrical Contracting M T ***** * *************************************** *********** as Principal,and Western Surety Company 9 r as Surety,are hereby and firmly (n bound unto the Cif San Bernat'�inn . State of California, hereinafter referred to as"Obliged'in the penal sum of U ten percent 16% of the total amount of the bid of the Principal submitted to the Obligee for the work described below,for the payment of which sum we hereby jointly and severally bind ourselves, our heirs,executors,administrators,successors and d assigns. E d THE CONDITION OF THIS OBLIGATION IS SUCH, THAT: ca CL 0 WHEREAS, the Principal has submitted to Obligee,a certain Bid,attached hereto and hereby made a part hereof to enter into a M contract in writing.,for the Contract 13019 -Street I light Fixture UpLxrade-Street Light I IPS C Replacement with LED at various locations. Cn 7k 7k�k�#:k*�K:�3kakAt►'a F`�:*�'*k#�F"�7k��*�kak���k�kkf:aF:�X*�t�k�a:W-�3k**�kk4=k�#���k�k:�:�k}:rkkW.��*�cW�kak�:3K**�3'�**�k�f"�F##��sk# d (Copy here the exact title description of world including location as it appears on the proposal) 0 for which bids are to be opened on October 213, 2014 U (Insert date of opening) 1e c 0 NOW, THEREFORE, U v a. If said Bid shall be rejected,or in the alternate, b. If said Bid shall be accepted and the Principal shall execute a contract Q in the Form of contract attached hereto(properly completed in accordance with said Bid) and shall furnish a bond for his faithful performance of said contract, ti and shall in all other respects perform the agreement created by the acceptance of said Bid, M then this obligation shall be void;otherwise,the same shall remain in force and effect;it being expressly understood and agreed c that the liability of the Surety for any and all claims hereunder shall,in no event,exceed the penal amount of this obligation as a herein stated. N c The Surety, for value received, hereby stipulates and agrees that the obligations of said Surety and its bond shall be in no way .2 impaired or affected by any extension of the time within which the Obligee may accept such Bid;and said Surety does hereby 0 waive notice of any such extension. 0 U Signed, this 23rd day of Q,.c 20 14 IN WITNESS WHEREOF, the Principal and the Surety have hereunto set their hands and seals, and such of them as are corporations have caused their corporate seals to be hereto affixed and these presents to be signed by their proper officers,the day and year first mentioned. in ID Sierra Pacific Electrical Contracting (SEAL) W Ste Slue m F I} Principal Surety U By: By: -0 Signature Signatu m � __' � _� + `► ° �am AI i nson Att�rri�v-in-fact E Printed Name and 77t1e Printed Name and 77tle U NOTE:Notarization of Principal and Surety signatures and Power of Attorney of the Surety shall accompany this form. Q G6 Packet Pg. 353 Western Surety Company POWER OF ATTORNEY APPOINTING INDIVIDUAL ATTORNEY-IN-FACT Know All Men By These Presents,That WESTERN SURETY COMPANY,a South Dakota corporation,is a duly organized and existing corporation having its principal office is the City of Sioux Falls,and State of South Dakota,and that it does by virtue of the signature and seal herein affixed hereby T o make,constitute and appoint T 1 N James W Johnson, D Richard Stinson, Scott Gaddy, Jeff Parkhurst, Lisa M Lucas, Susan J Sampson, Anthony J D'Asaro, William Phillips Jr, David Alvarado, Teri L Koehler,Jessica U, L Nowlin, Shaina E Glischinski,Tanya Chinchilla,Individually co a� E I � of San Francisco,CA,its true and lawful Attomey(s}in-Fact with full power and authority hereby conferred to sign,seal and execute for and on its behalf bonds,undertakings and other obligatory instruments of similar nature d -In Unlimited Amounts - a� J and to bind it thereby as fully and to the same extent as if such instruments were signed by a duly authorized officer of the corporation and all the acts of said y li Attorney,pursuant to the authority hereby given,are hereby ratified and confirmed. L O This Power of Attorney is made and executed pursuant to and by authority of the By-Law printed on the reverse hereof,duly adopted,as indicated,by Y t) the shareholders of the corporation. w C O In Witness Whereof,WESTERN SURETY COMPANY has caused these presents to be signed by its Vice President and its corporate seal to be U hereto affixed on this 28th day of May,2014. tv y Err WESTERN SURETY COMPANY �Parr� LO d�Fr3�� t, LO S afi M ¢ aul T.Bmflat,Vice President 0 T_ 0 State of South Dakota 1 ss r County of Minnehaha I U) On this 28th day of May,2014,before me personally came Paul T.Bmflat,to me known,who,being by me duly sworn,did depose and say: that he p resides in the City of Sioux Falls,State of South Dakota;that he is the Vice President of WESTERN SURETY COMPANY described in and which executed d the above instrument;that he knows the seal of said corporation;that the seal affixed to the said instrument is such corporate seal;that it was so affixed C pursuant to authority given by the Board of Directors of said corporation and that he signed his name thereto pursuant to like authority,and acknowledges tj same to be the act and deed of said corporation. 0 J d My commission expires t J.MOHR Pusui June 23,2015 SOOUr DAX0rn d J.Mohr,Notary Public d CERTIFICATE V N I, L.Nelson,Assistant Secretary of WESTERN SURETY COMPANY do hereby certify that the Power of Attorney hereinabove set forth is still in -a force,and further certify that the By-Law of the corporation printed on the reverse hereof is still in force. In testimony whereof I have hereunto subscribed M 23rd October 2014 my name and affixed the seal of the said corporation this day of y E WESTERN SURETY COMPANY $ca : M L.Nelson,Assistant Secretary Form F4280-7-2012 Packet Pg.354 State of California County of Orange M T O On October 23,2014_before me, Amanda Re Nae Lockman,Notary Public LO NAME co rn personally appeared James W. Johnson w NAME OF SIGNER U who proved to me on the basis of satisfactory evidence to be the person(* whose name(s) is/ate subscribed to the � within instrument and acknowledged to me that he/may E as executed the same in his)' heir authorized capacity(is}, M r� AMANDA RE NAE LOCKMAN and that by his/hen44eir- signature(s) on the instrument the COMM.#2017997 70 personO, or the entity upon behalf of which the person(} a NOTARY PUBLIGCALIFORNIA;0 _ ORANGE COUNTY acted, executed the instrument. J MY COMM.EXP.APRIL 6,2017 I, certify under PENALTY OF PERJURY under the laws of L the State of California that the foregoing paragraph is true N and correct. 0 I � L WITNESS my hand and official seal. 0 U (SIGNATURE OF NOTARY) .. LO ti 'n OPTIONAL ti ugh the data below is not required by law,it may prove valuable to persons relying on the document and could preve udulent reattachment of this form. °, T CL CAPA CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT u) c 0 INDIVIDUA N m CORPORATE O CER > c TITLE OR TYPE OF DOCUMENT U TITLES) _ F] PARTNER(S) LIMIT . —i E GENERAL NUMBER OF PAGES v N m ATTORNEY-IN-FACT d Cn TRUSTEE(S) GUARDIAN/CONSERVATOR m ❑ OTHER DATE OF D UMENT Q SIGNER IS REPRESENTING: NAME OF PERSON(S)OR ENTITY(IES) SIGNER OTHER THAN NAMED ABOVE Packet Pg.355 M r O CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT r co CIVIL CODE§ 1189 rn U N State of California m County of Riverside On 10/27/2014 before me, J( ift Loop, Notary Public CL Date Here Insert Name and Title of the Officer David Loop personally appeared P Name(s) of Signer(s) d d L Cn who proved to me on the basis of satisfactory o evidence to be the person(p) whose name(&) is/are subscribed to the within instrument and acknowledged L to me that he/s{9e/4hey executed the same in c hisAve�##eif authorized capacity(tes), and that by v JER ROE T'I.Ot"ID LOO P hisfi"fteir signature(* on the instrument the � Commission#2031046 person(&)., or the entity upon behalf of which the Notary Public-Callfornld person(s)acted, executed the instrument. Q Riverside County �ir+r 2 1 I certify under PENALTY OF PERJURY under the laws ,r, of the State of California that the foregoing paragraph LO is true and correct. WITNESS my hand ndd,;cial seal. 0 Place Notary Seal Above Signature: SibrIature of Notary Pub� c OPTIONAL w ugh this section is optional, completing this information can deter alteration of the document fraudulent reattachment of this form to an unintended document. c U Description of shed Document s Title or Type of Docum Document 0 Number of Pages; Si s) Other Than Named Above: L Capacity(ies) Claimed by Signer(s) N m Signer's Name: igner's Name: 0 Corporate Officer—Title(s): ..._, rporate Officer—Title(s): 0 Partner— rl Limited D General L)Partn — Limited i❑General N 0 Individual D Attorney in 0 Individual E J Attorney in Fact Trustee CCC 3 Guardi or Conservator 0 Trustee i Guardian or Conservator m Other: LD Other: c m E Signer Is resenting: Signer Is Representing: a O 2013 National Notary Association www.Nationa[Notary.org• 1-800-US NOTARY(1-800-876-6827) Item#5907 Packet Pg.356 5©d (� M CA 2 pNp W H N M Q Q .,,`i O LO `M1J es , co Lu it Hp p H S Q � J r z (I 0 pr V W q\} 0 fY O 0 U> U Ho ca M LO r } M a. O Fa w0 � � a W ►—� � fi� a � 0w a d teUVH a�q ° ,� VPU a cn U oc* iO cv E p U HE O c a w N a M <T +--i U Packet Pg,357 5.O.d O M ODD O°D, N v h h Of 0 --� N U7 1� M N NI o ZQ H N O Co to ?)=U O r C. Co Cl)m V d � w OJ(7 J F- w �- .-... S�U U m rn w (D m rn a w CL n LO LO n Cl) F, T z 9i M O J ° O O O M a OO O O � Co Q N O O O O O CV Q p tfj O W M h to (n J Ur U F N �°p W � Co Z O m M N C v O two _ Z Z 0 f h aD 0 N Cq * I- 10 a oc N N Cl) W h 00 OJ N U J J W w Z U w p ° O O 0 � O m M. m Qvi N to F z w d a. '4t v a p, m m m m m m CL WCo F 0 z z d ° W) 0. F o o . ° CD ° °o Co Oi Z ° O N N O m LO OD m ac ° n VO act fUy o ° 0 - n of N Ln N OD m h M Cl) W v CO O C v O q U . N O Z W -j + W w w ° 9 ° °N w m o Z?co 2 U 9 of a O v O v O v o a O v o v Q i a N m N N N N N N m Co m Co m w a z t; z N W Z O O O L O O O O Cn N Cp O W O O C] O O O J m C6 O h W -+Q IZ w F cmn N r cat c°n - n 0 O v h m O r N U UJ r a4 aD f- ` Z F F r M Of h R O M M N t0 N O U N L 3 w D aa q J � w Co m° F —W w v v v v W z o� !�U U °o, o 0 0 0 °o, 2�F U 'n cn `n cn p w rn m rn rn 0 rn LO a Z rn w m m a rn V y M -j W W d Cl) M M M M M 0 k l4 to H U L V! amD N N 7 W V ° OMD N U r O°D ° Q UZ J ° ° .. 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U N ML .4 d ba'u p Z .« z O r� 03 . 03 03 .� 03 N� 03 .E o3 .Q o3 .y o3 g3 03 o Gt mvi moo m-^ ma7 m.-, m •- f9a `y�v� mw m moo m.. m uw vw uw uw uw uw v a�w uw uw a�w mw Z N U U U U N U L U O ca m 11 m on m w m m m g e4 o0 w" m ba W Z o�p ,l C4 m W Z •- N M Packet Pg.358.. m LL m T E-mail: BusinessIncentives @sce.com I Fax:626-633-3243 SOUIHFRN CALIFORNIA D � ^O�� Questions?: 800-736-4777 An EDISON INILRNA7I0NAL11 Company, SEND ALL DOCUMENTS TO: Business Incentives Southern California Edison January 21, 2014 P.O.Box 800 Project Number: 356-13-0500463343 Rosemead,CA 91770-0800 0 Project: Customized Solutions Approach LO Cn Cn Authorized Agent: Customer Information: w Marc Costa Tony Frossard The Energy Coalition City of San Bernardino 47 Discovery 300 North D St d Irvine, CA 92618 San Bernardino, CA 92418 a RE: NOTICE OF CUSTOMIZED SOLUTIONS CONTRACT AND INCENTIVE APPROVAL J r Dear :Marc Costa L Thank you for submitting your Energy Management Solutions Incentive Application("Application") for c the Customized Solutions Program ("Program"). Your Application for incentives for the Project(s) described in your application has been reviewed and approved. Funds reserved are based on SCE approved savings estimate set forth below; however,the actual incentive payments will be made based o on verified and actual savings' amounts: a SCE Final 3 Approved Savings and Incentive Estimate a $Incentive LUTIONS DESCRIPTION Code kWh kW ti Amount Ln M Exterior LED street lighting LT48371 241975 0 $ 19,358.00 Q O IX CL a. a a a M M M t0 d' O Total Approved Savings/Incentive Estimates 241975 0 $ 19,358.00 Ln 0 Tier Incentive $ (21,777.75) i Total Estimated Incentive $ 41,135.75 un 10%Measurement and Verification Adder(if applicable) <> C d If you do not concur with the energy savings and incentive amounts shown above, you have 30 days E from the date of this letter to notify SCE, so that we can attempt to resolve your concern(s). If you do not 2 notify us of any concerns within 30 days of this letter,the savings/incentive estimates set forth above a will be deemed correct. If you agree with the estimates, you may proceed to purchase and install the above solution code(s) at any time. This Project Approval incorporates by reference the Application, including the Applicant Agreement regarding Program Terms and Conditions. Check out www.sce.coml To see if you qualify for the Comprehensive Bonus. Packet Pg.359 After your project is completely installed,operational, and meets all requirements of the Program,which is described in detail in the Customized Statewide Procedures Manual for Business and at www.sce.com/customized—solutions: M r • Complete,sign and submit the enclosed 2013-14 Customized Solutions Installation Report. ° LO • Submit final invoices and/or documentation to support project cost,clearly detailing all costs co associated with the project(equipment, labor,tax, etc.). co Submit complete engineering calculations to demonstrate energy savings and documentation, if 0 applicable(including archival diskette,CD, etc.). 2 • Submit schematic drawings and/or manufacturer specification sheets, if applicable. a) a) • Operating Report,if measurement and verification is required. m • Submit Pump Curve(if applicable) a d .r NOTE: As a reminder,the deadline for the project to be completely installed and operational is one year from the date of this Project Approval letter. Please submit the completed Installation Report within 30 days after installation and prior to the one year deadline. d d L Upon SCE review and approval of your completed Installation Report and supporting cost documentation,you N L will be notified in writing. Thereafter, SCE will process the incentive check or SCE utility bill credit, as ,Q applicable. If SCE is unable to approve your incentives based on the information provided, SCE may require you to submit other documents related to the Project,Project site, solutions,energy savings,or any other documents it requires, in its sole discretion,to make a decision on your Application. �j L If you have any questions,please contact your SCE Account Representative. You may also call us at(800) 736- Q 4777 Monday through Friday,from 8:00 a.m. to 5:00 p.m., or send an e-mail to IDSMQuestions @sce.com. tn Please have your project number available for reference when you call and include it in any e-mail LO correspondence. J a 0 W IL Business Incentives Team n- Southern California Edison a a a M v M M d' O O Ln O M r Ln M C d E 0 .0 V lC w r a Check out www.sce.comt To see if you qualify for the Comprehensive Bonus. Packet Pg. 360 Technical Review Form This form is to be completed by the assigned Technical Review Engineer. WT2#/UPN/Service Contract ID Stage NV T chh icell l ngtt7ee$ <<!!ie consr g _ 356-13-0500463343 EPA ® IR ❑OR Anthony Te kW Engineering M Revte�Firm ttCipated� �, eY3�� ., o ApppachFtecetp nslt�ll [latrt Ctn ®� �_ u; T ❑Calculated ❑ Express ❑Combo 12/13/2013 02/01/2013 01/03/2013 U) w U Customer Name Project Name City of San Bernardino Baseline, Waterman, University Pkwy Site Address Site City Climate Zone u R Various San Bernardino 10 CL d W Applicant Contact Phoney Market Segment Building Type Marc Costa (949)732-1078 Commercial 32 2 a� d ❑ Multiple Sites r L BCD Account Rep Phone BCD Field Engineer Phon - ai � " r L) Gerald Douglas Wilson 0 Solution Code Submitted Savings Approved Baseline Approved Proposed Approved Savings Project Cost -p 214,717.0 kWh 323,805.0 kWh 109,088.0 kWh 214,717.0 kWh LT-48371 kW _ kW - kW _ kW $ 265,018.00 - Q 27,258.0 kWh 41,288.0 kWh 14,030.0 kWh 27,258.0 kWh I- LT-48371 kW - kW - kW - kW $ 31,483.00 - kWh kWh kWh - kWh J Q kW kW kW - kW > O kWh kWh kWh - kWh W d kW kW kW - kW �- a kWh kWh kWh - kWh a kW kW kW - kW c� v kWh kWh kWh - kWh �My kW kW JkW I - kW c 0 LO 0 M Approved Totals LO M Calculated Express Energy Savings Demand Project Cost Energy Savings Demand Project Cost Reduction Reduction 0 c� 241,975.0 kWh 0.00 kW $ 296,501.00 - kWh - kW $ - Q Page 1 Packet Pg. 361 Technical Review Form This form is to be completed by the assigned Technical Review Engineer. Measure Description LT-48371 Exterior LED street lighting SA#3-001-3226-49: This solution is approved to retrofit the 342 HID street light fixtures with LED fixtures along Baseline Road, Waterman Ave, and University Pkwy in San Bernardino, CA. Proposed LED fixture is Cree XSP2 series, which is listed on the DLC Qualified Products List. Based on DEER 2011, the EUL of this measure is 15 years. The baseline c fixtures were installed 1970. The RUL is 0 years. This measure is a replace-on-burnout(ROB) installation and uses the existing equipment to define the baseline. LT-48371 Exterior LED street lighting w SA#3-001-3225-76 This solution is approved to retrofit the 41 HID street light fixtures with LED fixtures along Baseline Road, Waterman Ave, and University Pkwy in San Bernardino, CA. Proposed LED fixture is Cree XSP2 series, which is listed on the DLC Qualified Products List. Based on DEER 2011, the EUL of this measure is 15 years. The baseline y fixtures were installed 1970. The RUL is 0 years. This measure is a replace-on-burnout(ROB) installation and uses the E existing equipment to define the baseline. a This project was assigned by SCE as a desktop review. As such, no inspection was conducted and the review is based on a high-level assessment of the submitted documentation and calculations. LM J Energy Savings Summary d d L The total savings are approved for: 0 Energy Savings Demand Reduction U 241,975.0 1 kWh 0.00 kW 1° c 0 U L Calculation Methodology 3 Q Item with an "X" reflects the calculation methodology for this project. LO ti[X] Savings were calculated using the IDSM Online Tool. This is a preferred tool. Calculation methodology is approved. L [ ] Savings were calculated using a custom spreadsheet. Calculation methodology is approved. J [ ]Savings were calculated using the PTAC occupancy Sensor Tool (POST). [ ] Savings were calculated using eQUEST. p W a Calculation methodology is approved. a Q CL Project Cost Documentation Nt M The submitted project cost for this application is $296,501.00. For ROB projects, incremental measure costs are reported. v Based on the Incentive Calculation Form, the incremental measure cost is$29,650.10. o0 LO 0 The project cost is based on the eGordian project cost estimation tool. The actual project cost will be verified in the IR 9 review with paid invoices. The gross measure cost of$296,501.00 is approved. cfl LO M Required Future Data - Itemized paid invoices for materials and labor U - Revised calculations, if required m r Q Additional l N/A Page 2 Packet Pg. 362 Energy Management Solutions Incentive ,+ Application for Business Customer 2013 - 2014 Customized Installation Report ,RECTIONS: After your project is installed and operational,input the project installation commencement and completion dates in the fields provided. Review the information from your Application Approval Letter. If nothing has changed,and the information in Sections 5 and 6 is correct,complete and sign Section 7 on page 2 of this Installation Report(IR)Form and submit both pages to SCE at one of the addresses below. If any information in Section 5 or 6 differs from your Application Approval Letter, use Section 5 and/or Section 6 on page 2 of this IR Form to indicate the change. Then,mark the appropiate check box in section 7,sign and M return both pages to SCE. 0 Business Incentives For overnight delivery: Fax:626-633-3243 N Southern California Edison 6010 N. Irwindale Ave. E-mail: BusinessIncentives @sce.com rn P.O.Box 800 Irwindale.CA 91702 Questions?Call 800-736-4777 W Rosemead, CA 91770-0800 V N UPN#: 356-13-0500463343 c SA#: Multi sites m E m Customer Name: City of San Bernardino Customer's Authorized Agent: The Energy Coalition a Project Name: Baseline, Waterman, University Pkwy Installation Commencement Date: (Date the project installation was started.) Installation Completion Date: (Date that project installation was completed and commissioned.) i m Section • -• Solutions (From Original Application) oLine# o on Descp _ o b 1 LT-48371 Exterior LED street lighting w +- 3 = 0 4 5 V*40L Note If submitting more than 5 Solutions complete and attach the Customized Solution page from the Multiple Site/Solution Worksheet at www.sce.com/solutions. Q • • ti Section • • • • Original Ap LO M W� azrrm• �.. Calculated Baseline Installed Energy Incentive Energy Solution# Usage(kWh) Usage(kWh) Savings(kWh) Rate($/kWh) Incentive($) Total Project Cost($) > 1 365,093.0 123,118.0 241,975.0 $ 0.08 $ 19,358.00 $296,501.00 0- 2 --- (L 3 Or 4 M Cn 5 Cl) Calculated Energy Savings Totals 241,975.0 Calculated Savings Incentive 19,358.00 0 LO On-Peak Demand Reduction (From Original Application) 0 Calculated Baseline Installed On-Peak Peak Demand ccei Solution On-Peak On-Peak Demand Reduction On-Peak Demand Reduction #from above Demand(KM Demand(KW) Reduction(KW) Incentive($) 1 $ kW = v 2 $ r .r 3 $ Q 4 $ NOTE: For projects requiring M&V,attach any required baseline or post-installation measurements and analysis,as 5 $ specified in your approved M&V plan. 1 Page 1 Packet Pg. 363 UPN# 356-13-0500463343 K�1 SA# Multi sites Section 5) Customized Solutions (From Original Application) Line# So uff rf Code o utu; iptition R rn t 2 _ 3 l i 5 1 Note: If submitting more than 5 Solutions complete and attach the Customized Solution page of the Multiple Site/Solution Worksheet at www.sce.comisolutions. L0 N Section6) • •s (From Original Application) rn __ W IE Savin s Calculated Baseline Insta Energy Incentive Energy Solution# Usage(kWh) Usage Savings(kWh) Rate($/kWh) Incentive($) Total Project Cost($) d i E m 2 � 3 Q- 4 �: t 5 Calculated Energy Savings Totals Calculated Savings Incentive m • Demand '-• •n (From Original Application) s- N L ON 0 3V 3 0 Calculated Baseline Installed On-Peak Peak Demand V M Solution On-Peak On-Peak Demand Reduction On-Peak Demand Reduction #from above Demand(Ii Demand(KW) Reduction(KW) Incentive($) O U kW T 00, 1Z z 3 3 a 4 ti 5 ivu i t: ror protects requiring mav,auacn any regwrec oaseune or post-instauauon measurements ana analysis,as spiiii in your approvea m&v plan. Q Section • • Operation Statement 0 Check appropriate boxes: nom. No changes to the proposed solutions have been made since the Project Application Review and Approval and the Authorized agent verifies rZ 0 DO that the Application approved savings calculations are correct. Q Q Due to changes to the proposed measures,appropriate adjustments in the savings calculations have been made. M Q ON For measures with changes made during installation,use this section,and Sections 5&6 on page 2, to calculate the revised installed energy usage, M energy savings,peak demand reduction,and incentives. Attach the appropriate calculation backup:the output from the Estimation Software, M Calculate Energy Savings Total or the calculation sheets that document the engineering calculations. CD 0 0 . . completed only if •, c 1. HVAC Permit(if required) If a permit is required for any HVAC installation/replacement,I have provided the permit number below,(If no permit M is required,leave this section blank.) Permit# Agency 2.Contractor Certification. If a contractor was used for any HVAC installation/replacement,this section must be completed by the contractor. M Ch By checking this box,I certify I am a licensed contractor and have followed applicable permitting requirements and,if required,that the HVAC = permit information above is correct. W E Signature of ontractor Name(please print ate Y I,the Customer or Authorized Agent below,certify that(i)the Energy Efficiency Solutions have been completely installed,functionally tested and proven capable of operating and being maintained to perform in conformity with their design intent,and(ii)that a licensed contractor was used,where applicable,and all applicable permitting requirements for this installation were followed. The installation date of operation of the Energy Efficiency Solutions and any required monitoring data collection per approved M&V plan,are also certified. Signature Name(please print d e Date Page 2 Packet Pg. 364 5.©.e Customized Solutions Installation Report Instructions Project# M r 0 r Cn Mail to: LL Business Incentives V Southern California Edison P.O. Box 800 d Rosemead, CA 91770-0800 E m v crs CL INDICATE PAYMENT INFORMATION Please confirm address for the incentive payment. »- Company: J r d m Attention: (Name to be printed on check,use only if required) Cn L O V Address: Y City: State: Zip: U Print Name: Title: 3 Q Authorizing Signature: Date: LO f` u) M 2. UTILITY BILL CREDIT OPTION You have the option to credit the incentive to your service account. O a Incentive can only be applied to the service account/utility bill of host customer. a Q Q a 3. W9 Et CA590 FORMS M Please sign and return the W9&CA590. Cl) v 0 0 QUESTIONS? Please call(800)736-4777 or e-mail Businesslncentives @sce.com Ln 0 c> cc LO M r G d E s w w Q SOUMERN CALIMRNIA E Q I SCE►N' An W1$0ry WVFXvnrtateu.+Conv.n P.O.Box 800 Rosemead,CA 91770 Packet Pg.365 Form W-9 Request for Taxpayer Give Form to the (Rev.December 2011) Identification Number and Certification requester.Do not Department of the Treasury send to the IRS. Internal Revenue Service Name(as shown on your income tax return) N Business name/disregarded entity name,if different from above N 0) c Check appropriate box for federal tax classification: ❑ Individual/sole proprietor ❑ C Corporation ❑S Corporation ❑ Partnership ❑Trust/estate H Cl) CL O T ❑Exempt payee 9 ❑ Limited liability company.Enter the tax classification(C=C corporation,S=S corporation,P=partnership)► C C ` N 0. ❑ Other(see instructions)► :v Address(number,street,and apt.or suite no.) Requester's name and address(optional) U d CL a) City,state,and ZIP code W C 0 E List account number(s)here(optional) y V tE •. Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on the"Name"line Social security number to avoid backup withholding.For individuals,this is your social security number(SSN).However,for a s resident alien,sole proprietor,or disregarded entity,see the Part I instructions on page 3.For other _m _ _M entities,it is your employer identification number(EIN).If you do not have a number,see How to get a J TIN on page 3. a Note.If the account is in more than one name,see the chart on page 4 for guidelines on whose Employer identification number L Y number to enter. fn L O W •. it Certification U Under penalties of perjury,I certify that: 1. The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me),and O 2. 1 am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue U Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am 6 no longer subject to backup withholding,and 3 3. 1 am a U.S.citizen or other U.S.person(defined below). Q Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding Ul) because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage ti LO interest paid,acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the instructions on page 4. J a Sign Signature of > Here U.S.person► Date► It General Instructions Note.If a requester gives you a form other than Form W-9 to request d your TIN,you must use the requester's form if it is substantially similar Q Section references are to the Internal Revenue Code unless otherwise to this Form W-9. Q noted. Definition of a U.S.person.For federal tax purposes,you are d Purpose of Form considered a U.S.person if you are:•An individual who is a U.S.citizen or U.S.resident alien, A person who is required to file an information return with the IRS must M to obtain your correct taxpayer identification number(TIN)to report,for •A partnership,corporation,company,or association created or example,income paid to you,real estate transactions,mortgage interest organized in the United States or under the laws of the United States, c you paid,acquisition or abandonment of secured property,cancellation •An estate(other than a foreign estate),or LO of debt,or contributions you made to an IRA. c •A domestic trust(as defined in Regulations section 301.7701-7). M Use Form W-9 only if you are a U.S.person(including a resident �- alien),to provide your correct TIN to the person requesting it(the Special rules for partnerships.Partnerships that conduct a trade or requester)and,when applicable,to: business in the United States are generally required to pay a withholding M tax on any foreign partners'share of income from such business. 1.Certify that the TIN you are giving is correct(or you are waiting for a Further,in certain cases where a Form W-9 has not been received,a +% number to be issued),) partnership is required to presume that a partner is a foreign person, y 2.Certify that you are not subject to backup withholding,or and pay the withholding tax.Therefore,if you are a U.S.person that is a E 3.Claim exemption from backup withholding if you are a U.S.exempt partner in a partnership conducting a trade or business in the United v payee.If applicable,you are also certifying that as a U.S.person,your States,provide Form W-9 to the partnership to establish your U.S. w allocable share of any partnership income from a U.S.trade or business status and avoid withholding on your share of partnership income. a is not subject to the withholding tax on foreign partners'share of effectively connected income. Cat.No.10231X Form W-9(Rev.12-2011) 5.©.e Form W-9(Rev.12-2011) Page 2 The person who gives Form W-9 to the partnership for purposes of Certain payees and payments are exempt from backup withholding. establishing its U.S.status and avoiding withholding on its allocable See the instructions below and the separate Instructions for the share of net income from the partnership conducting a trade or business Requester of Form W-9. in the United States is in the following cases: Also see Special rules for partnerships on page 1. •The U.S.owner of a disregarded entity and not the entity, Updating Your Information •The U.S.grantor or other owner of a grantor trust and not the trust, and You must provide updated information to any person to whom you • claimed to be an exempt payee if you are no longer an exempt payee The U.S.trust(other than a grantor trust)and not the beneficiaries of the trust. and anticipate receiving reportable payments in the future from this person.For example,you may need to provide updated information if Foreign person.If you are a foreign person,do not use Form W-9. you are a C corporation that elects to be an S corporation,or if you no M Instead,use the appropriate Form W-8(see Publication 515, longer are tax exempt.In addition,you must furnish a new Form W-9 if c Withholding of Tax on Nonresident Aliens and Foreign Entities). the name or TIN changes for the account,for example,if the grantor of a U, Nonresident alien who becomes a resident alien.Generally,only a grantor trust dies. N nonresident alien individual may use the terms of a tax treaty to reduce Penalties N_ or eliminate U.S.tax on certain types of income.However,most tax treaties contain a provision known as a"saving clause."Exceptions Failure to furnish TIN.If you fail to furnish your correct TIN to a W specified in the saving clause may permit an exemption from tax to requester,you are subject to a penalty of$50 for each such failure U) continue for certain types of income even after the payee has otherwise unless your failure is due to reasonable cause and not to willful neglect. become a U.S.resident alien for tax purposes. Civil penalty for false information with respect to withholding.If you y If you are a U.S.resident alien who is relying on an exception make a false statement with no reasonable basis that results in no E contained in the saving clause of a tax treaty to claim an exemption backup withholding,you are subject to a$500 penalty. v from U.S.tax on certain types of income,you must attach a statement Criminal penalty for falsifying information.Willfully falsifying to Form W-9 that specifies the following five items: p certifications or affirmations may subject you to criminal penalties d 1.The treaty country.Generally,this must be the same treaty under including fines and/or imprisonment. which you claimed exemption from tax as a nonresident alien. .. Misuse of TINs.If the requester discloses or uses TINs in violation of 2.The treaty article addressing the income. federal law,the requester may be subject to civil and criminal penalties. 3.The article number(or location)in the tax treaty that contains the J saving clause and its exceptions. Specific Instructions 4.The type and amount of income that qualifies for the exemption Name from tax. N 5.Sufficient facts to justify the exemption from tax under the terms of If you are an individual,you must generally enter the name shown on the treaty article. your income tax return.However,if you have changed your last name, w for instance,due to marriage without informing the Social Security v Example.Article 20 of the U.S.-China income tax treaty allows an Administration of the name change,enter your first name,the last name R exemption from tax for scholarship income received by a Chinese shown on your social security card,and your new last name. student temporarily present in the United States.Under U.S.law,this student will become a resident alien for tax purposes if his or her stay in If the account is in joint names,list first,and then circle,the name of U the United States exceeds 5 calendar years.However,paragraph 2 of the person or entity whose number you entered in Part I of the form. 6 the first Protocol to the U.S.-China treaty(dated April 30,1984)allows Sole proprietor.Enter your individual name as shown on your income L the provisions of Article 20 to continue to apply even after the Chinese tax return on the"Name"line.You may enter your business,trade,or 3 i student becomes a resident alien of the United States.A Chinese "doing business as(DBA)"name on the"Business name/disregarded Q I student who qualifies for this exception(under paragraph 2 of the first entity name"line. protocol)and is relying on this exception to claim an exemption from tax Partnership,C Corporation,or S Corporation.Enter the entity's name ti on his or her scholarship or fellowship income would attach to Form on the"Name"line and any business,trade,or"doing business as M W-9 a statement that includes the information described above to (DBA)name"on the"Business name/disregarded entity name"line. — support that exemption. J Disregarded entity.Enter the owner's name on the"Name"line.The Q If you are a nonresident alien or a foreign entity not subject to backup name of the entity entered on the"Name"line should never be a withholding,give the requester the appropriate completed Form W-8. disregarded entity.The name on the"Name"line must be the name 0 What is backup withholding?Persons making certain payments to you shown on the income tax return on which the income will be reported. 0: must under certain conditions withhold and pay to the IRS a percentage For example,if a foreign LLC that is treated as a disregarded entity for d of such payments.This is called"backup withholding." Payments that U.S.federal tax purposes has a domestic owner,the domestic owner's Q may be subject to backup withholding include interest,tax-exempt name is required to be provided on the"Name"line.If the direct owner Q interest,dividends,broker and barter exchange transactions,rents, of the entity is also a disregarded entity,enter the first owner that is not d royalties,nonemployee pay,and certain payments from fishing boat disregarded for federal tax purposes.Enter the disregarded entity's M operators.Real estate transactions are not subject to backup name on the"Business name/disregarded entity name"line.If the owner M withholding. of the disregarded entity is a foreign person,you must complete an M You will not be subject to backup withholding on payments you appropriate Form W-8. receive if you give the requester your correct TIN,make the proper Note.Check the appropriate box for the federal tax classification of the certifications,and report all your taxable interest and dividends on your person whose name is entered on the"Name"line(Individual/sole M tax return. proprietor,Partnership,C Corporation,S Corporation,Trust/estate). i° Payments you receive will be subject to backup Limited Liability Company(LLC).If the person identified on the withholding if: "Name"line is an LLC,check the"Limited liability company"box only M 1.You do not furnish your TIN to the requester, and enter the appropriate code for the tax classification in the space Cl) provided.If you are an LLC that is treated as a partnership for federal ;. 2.You do not certify your TIN when required(see the Part II tax purposes,enter"P"for partnership.If you are an LLC that has filed a instructions on page 3 for details), Form 8832 or a Form 2553 to be taxed as a corporation,enter"C"for 3.The IRS tells the requester that you furnished an incorrect TIN, C corporation or"S"for S corporation.If you are an LLC that is disregarded as an entity separate from its owner under Regulation 4.The IRS tells you that you are subject to backup withholding section 01-3(except for employment and excise tax), because you did not report all your interest and dividends on your tax r check the a not LLC be box unless the owner of the LLC(required to be Q (aw return(for reportable interest and dividends only),or identified on the"Name"line)is another LLC that is not disregarded for 5.You do not certify to the requester that you are not subject to federal tax purposes.If the LLC is disregarded as an entity separate backup withholding under 4 above(for reportable interest and dividend from its owner,enter the appropriate tax classification of the owner accounts opened after 1983 only). identified on the"Name"line. WWI Form W-9(Rev.12-2011) Page 3 Other entities.Enter your business name as shown on required federal Part I.Taxpayer Identification Number(TIN) tax documents on the"Name"line.This name should match the name shown on the charter or other legal document creating the entity.You Enter your TIN in the appropriate box.If you are a resident alien and may enter any business,trade,or DBA name on the"Business name/ you do not have and are not eligible to get an SSN,your TIN is your IRS disregarded entity name"line. individual taxpayer identification number(ITIN).Enter it in the social security number box.If you do not have an]TIN,see How to get a TIN Exempt Payee below. If you are exempt from backup withholding,enter your name as If you are a sole proprietor and you have an EIN,you may enter either described above and check the appropriate box for your status,then your SSN or EIN.However,the IRS prefers that you use your SSN. check the"Exempt payee"box in the line following the"Business name/ If you are a single-member LLC that is disregarded as an entity disregarded entity name,"sign and date the form. separate from its owner(see Limited Liability Company(LLC)on page 2), pj General) (including proprietors) p enter the owner's SSN(or EIN,if the owner has one).Do not enter the r Generally,individuals includin sole are not exempt from backup withholding.Corporations are exempt from backup withholding disregarded entity's EIN.If the LLC is classified as a corporation or o for certain payments,such as interest and dividends. partnership,enter the entity's EIN. r Note.If you are exempt from backup withholding,you should still Note.See the chart on page 4 for further clarification of name and TIN N complete this form to avoid possible erroneous backup withholding. combinations. W The following payees are exempt from backup withholding: How to get a TIN.If you do not have a TIN,apply for one immediately. U To apply for an SSN,get Form SS-5,Application for a Social Security to 1.An organization exempt from tax under section 501(a),any IRA,or a Card,from your local Social Security Administration office or get this .. custodial account under section 403(b)(7)if the account satisfies the form online at www.ssa.gov.You may also get this form by calling requirements of section 401(f)(2), 1-800-772-1213.Use Form W-7,Application for IRS Individual Taxpayer E 2.The United States or any of its agencies or instrumentalities, Identification Number,to apply for an ITIN,or Form SS-4,Application for v 3.A state,the District of Columbia,a possession of the United States, Employer Identification Number,to apply for an EIN.You can apply for or any of their political subdivisions or instrumentalities, an EIN online by accessing the IRS website at www.irs.gov/businesses Q. and clicking on Employer Identification Number(EIN)under Starting a N 4.A foreign government or any of its political subdivisions,agencies, Business.You can get Forms W-7 and SS-4 from the IRS by visiting or instrumentalities,or IRS.gov or by calling 1-800-TAX-FORM(1-800-829-3676). t 5.An international organization or any of its agencies or If you are asked to complete Form W-9 but do not have a TIN,write instrumentalities. "Applied For"in the space for the TIN,sign and date the form,and give w Other payees that may be exempt from backup withholding include: it to the requester.For interest and dividend payments,and certain 0 6.A corporation, payments made with respect to readily tradable instruments,generally w you will have 60 days to get a TIN and give it to the requester before you N 7.A foreign central bank of issue, are subject to backup withholding on payments.The 60-day rule does L 8.A dealer in securities or commodities required to register in the not apply to other types of payments.You will be subject to backup w United States,the District of Columbia,or a possession of the United withholding on all such payments until you provide your TIN to the j States, requester. P 9.A futures commission merchant registered with the Commodity Note.Entering"Applied For"means that you have already applied fora r_ Futures Trading Commission, TIN or that you intend to apply for one soon. 0 U 10.A real estate investment trust, Caution:A disregarded domestic entity that has a foreign owner must 11.An entity registered at all times during the tax year under the use the appropriate Form W-8. c4 Investment Company Act of 1940, Part II.Certification Q 12.A common trust fund operated by a bank under section 584(a), To establish to the withholding agent that you are a U.S.person,or " 13.A financial institution, resident alien,sign Form W-9.You may be requested to sign by the ti 14.A middleman known in the investment community as a nominee or withholding agent even if item 1,below,and items 4 and 5 on page 4 M custodian,or indicate otherwise. �- 15.A trust exempt from tax under section 664 or described in section For a joint account,only the person whose TIN is shown in Part I -� 4947. should sign(when required). In the case of a disregarded entity,the The following chart shows types of payments that may be exempt person identified on the"Name"line must sign.Exempt payees,see O from backup withholding.The chart applies to the exempt payees listed Exempt Payee on page 3. 0: above,1 through 15. Signature requirements.Complete the certification as indicated in a items 1 through 3,below,and items 4 and 5 on page 4. Q IF the payment is for... THEN the payment is exempt 1.Interest,dividend,and barter exchange accounts opened Q for... before 1984 and broker accounts considered active during 1983. d You must give your correct TIN,but you do not have to sign the Cl) Interest and dividend payments All exempt payees except certification. M for 9 M 2.Interest,dividend,broker,and barter exchange accounts W Broker transactions Exempt payees 1 through 5 and 7 opened after 1983 and broker accounts considered inactive during c through 13.Also,C corporations. 1983.You must sign the certification or backup withholding will apply.If Q Barter exchange transactions and Exempt payees 1 through 5 you are subject to backup withholding and you are merely providing p patronage dividends your correct TIN to the requester,you must cross out item 2 in the A certification before signing the form. Payments over$600 required to be Generally,exempt payees 3.Real estate transactions.You must sign the certification.You may u(6 j reported and direct sales over 1 through 7 t cross out item 2 of the certification. M $5,000, G 'See Form 1099-MISC,Miscellaneous Income,and its instructions. However,the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding:medical and health care 0 payments,attorneys'fees,gross proceeds paid to an attorney,and payments for w services paid by a federal executive agency. Q Form W-9(Rev.12-2011) Page 4 4.Other payments.You must give your correct TIN,but you do not Note.If no name is circled when more than one name is listed,the have to sign the certification unless you have been notified that you number will be considered to be that of the first name listed. have previously given an incorrect TIN."Other payments"include payments made in the course of the requester's trade or business for Secure Your Tax Records from Identity Theft rents,royalties,goods(other than bills for merchandise),medical and Identity theft occurs when someone uses your personal information health care services(including payments to corporations),payments to such as your name,social security number(SSN),or other identifying a nonemployee for services,payments to certain fishing boat crew information,without your permission,to commit fraud or other crimes. members and fishermen,and gross proceeds paid to attorneys An identity thief may use your SSN to get a job or may file a tax return (including payments to corporations). using your SSN to receive a refund. 5.Mortgage interest paid by you,acquisition or abandonment of To reduce your risk: secured property,cancellation of debt,qualified tuition program .protect your SSN, payments(under section 529),IRA,Coverdell ESA,Archer MSA or HSA contributions or distributions,and pension distributions.You •Ensure your employer is protecting your SSN,and must give your correct TIN,but you do not have to sign the certification. •Be careful when choosing a tax preparer. If your tax records are affected by identity theft and you receive a co What Name and Number To Give the Requester notice from the IRS,respond right away to the name and phone number For this type of account: Give name and SSN of: printed on the IRS notice or letter. U If your tax records are not currently affected by identity theft but you N 1.Individual The individual think you are at risk due to a lost or stolen purse or wallet,questionable C 2.Two or more individuals Joint The actual owner of the account or, credit card activity or credit report,contact the IRS Identity Theft Hotline y account) f combined funds,the first at 1-800-908-4490 or submit Form 14039. E individual on the account' y For more information,see Publication 4535,Identity Theft Prevention U 3.Custodian account of a minor The minor' and Victim Assistance. M (Uniform Gift to Minors Act) Q 4.a.The usual revocable savings The grantor-trustee' Victims of identity theft who are experiencing economic harm or a Q trust(grantor is also trustee) system problem,or are seeking help in resolving tax problems that have IX b.So-called trust account that is not been resolved through normal channels,may be eligible for " The actual owner' 9 Y 9 � not a legal or valid trust under Taxpayer Advocate Service(TAS)assistance.You can reach TAS by 01 state law calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD J 5.Sole proprietorship or disregarded The owner' 1-800-829-4059. y entity owned by an individual Protect yourself from suspicious emails or phishing schemes. 6.Grantor trust filing under Optional The grantor' a+ Form 1099 Filing Method 1(see Phishing is the creation and use of email and websites designed to N Regulation section 1.671-4(b)(2)(i)(A)) mimic legitimate business emails and websites.The most common act o For this type of account: Give name and EIN of: is sending an email to a user falsely claiming to be an established 0 legitimate enterprise in an attempt to scam the user into surrendering v 7.Disregarded entity not owned by an The owner private information that will be used for identity theft. M �+ individual 8.A valid trust,estate,or pension trust Legal entity° The IRS does not initiate contacts with taxpayers via emails.Also,the = C electing The corporation IRS does not request personal detailed information through email or ask U 9.Corporation or LL corporate status C Form 8832 or taxpayers for the PIN numbers,passwords,or similar secret access Form 2553 information for their credit card,bank,or other financial accounts. 10.Association,club,religious, The organization If you receive an unsolicited email claiming to be from the IRS, to charitable,educational,or other forward this message to phishing@irs.gov.You may also report misuse Q tax-exempt organization of the IRS name,logo,or other IRS property to the Treasury Inspector 11.Partnership or multi-member LLC The partnership General for Tax Administration at 1-800-366-4484.You can forward 12.A broker or registered nominee The broker or nominee suspicious emails to the Federal Trade Commission at:Spam @uce.gov Ln 13.Account with the Department of The public entity or contact them at www.ffc.gov/idtheft or 1-877-IDTHEFT Agriculture in the name of a public (1-877-438-4338). J entity(such as a state or local Visit IRS.gov to learn more about identity theft and how to reduce d government,school district,or your risk. > prison)that receives agricultural 0 program payments a 14.Grantor trust filing under the Form The trust 4. 1041 Filing Method or the Optional Q Form 1099 Filing Method 2(see Q Regulation section 1.671-4(b)(2)(i)(B)) CL 'List first and circle the name of the person whose number you furnish.If only one person on a A joint account has an SSN,that person's number must be furnished. Cl) Circle the minor's name and furnish the minor's SSN. M 'You must show your individual name and you may also enter your business or"DBA"name on the"Business name/disregarded entity"name line.You may use either your SSN or EIN(it you O have one),but the IRS encourages you to use your SSN. O L0 'List first and circle the name of the trust,estate,or pension trust.(Do not furnish the TIN of the O personal representative or trustee unless the legal entity itself is not designated in the account M title.)Also see Special miss for partnerships on page 1. �- *Note.Grantor also must provide a Form W-9 to trustee of trust. (p Lf� M Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons(including federal agencies)who are required to file information returns with 0) the IRS to report interest,dividends,or certain other income paid to you;mortgage interest you paid;the acquisition or abandonment of secured property;the cancellation E of debt;or contributions you made to an IRA,Archer MSA,or HSA.The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information.Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities,states,the District of Columbia,and U.S.possessions for use in administering their laws.The information also may be disclosed to other countries under a treaty,to federal and state agencies .�'. to enforce civil and criminal laws,or to federal law enforcement and intelligence agencies to combat terrorism.You must provide your TIN whether or not you are required to Q file a tax return.Under section 3406,payers must generally withhold a percentage of taxable interest,dividend,and certain other payments to a payee who does not give a TIN to the payer.Certain penalties may also apply for providing false or fraudulent information. YEAR Withholding Exemption Certificate CALIFORNIA FORM 20 (This form can only be used to certify exemption from nonresident withholding under California Revenue 590 and Taxation Code(R&TC)Section 18662.Do not use this form for exemption from wage withholding.) File this form with your withholding agent.(Please type or print) Withholding agent's name Payee's name Payee's ❑ SSN or ITIN ❑ SOS file no. ❑ CA corp.no. ❑ FEIN Address(number and street,PO Box,or PMB no.) Apt.no./Ste.no. M r City State I ZIP Code Lh r Read the following carefully and check the box that applies to the payee. I certify that for the reasons checked below,the payee named on this form is exempt from the California income tax withholding U requirement on payment(s)made to the entity or Individual. N ❑ Individuals—Certification of Residency: I am a resident of California and I reside at the address shown above.If I become a nonresident at any time, I will promptly notify the withholding agent.See instructions for General Information D,Who is a Resident,for the definition of a resident. ❑ Corporations: R The above-named corporation has a permanent place of business in California at the address shown above or is qualified fY through the California Secretary of State(SOS)to do business in California.The corporation will file a California tax return +, and withhold on payments of California source income to nonresidents when required.If this corporation ceases to have a permanent place of business in California or ceases to do any of the above, I will promptly notify the withholding agent. J See instructions for General Information F,What is a Permanent Place of Business,for the definition of permanent place of business. L w ❑ Partnerships or limited liability companies(LLC): rn The above-named partnership or LLC has a permanent place of business in California at the address shown above or is p registered with the California SOS,and is subject to the laws of California.The partnership or LLC will file a California tax return and will withhold on foreign and domestic nonresident partners or members when required.If the partnership or m LLC ceases to do any of the above,I will promptly inform the withholding agent.For withholding purposes,a limited liability partnership(LLP)is treated like any other partnership. O U ❑ Tax-Exempt Entities: The above-named entity is exempt from tax under California Revenue and Taxation Code(R&TC)Section 23701 3 (insert letter)or Internal Revenue Code Section 501(c) (insert number).The tax-exempt entity will withhold on payments Q of California source income to nonresidents when required.If this entity ceases to be exempt from tax,I will promptly notify the withholding agent. Individuals cannot be tax-exempt entities. LO ❑ Insurance Companies,Individual Retirement Arrangements(IRAs),or Qualified Pension/Profit Sharing Plans: Ln The above-named entity is an insurance company, IRA,or a federally qualified pension or profit-sharing plan. ❑ California Trusts: Q At least one trustee and one noncontingent beneficiary of the above-named trust is a California resident.The trust will file a p California fiduciary tax return and will withhold on foreign and domestic nonresident beneficiaries when required.If the trustee I= IL becomes a nonresident at any time,I will promptly notify the withholding agent. Q ❑ Estates—Certification of Residency of Deceased Person: I am the executor of the above-named person's estate.The decedent was a California resident at the time of death.The estate a will file a California fiduciary tax return and will withhold on foreign and domestic nonresident beneficiaries when required. A ❑ Nonmilitary Spouse of a Military Servicemember: M I am a nonmilitary spouse of a military servicemember and I meet the Military Spouse Residency Relief Act(MSRRA) requirements.See instructions for General Information E,MSRRA. co 0 0 CERTIFICATE:Please complete and sign below. r> T Under penalties of perjury, I hereby certify that the information provided in this document is,to the best of my knowledge,true and LO correct.If conditions change,I will promptly notify the withholding agent. M c Payee's name and title(type or print) Daytime telephone no. t Payee's signature► Date cts Q For Privacy Notice,get form FTB 1131. 7061113 F_ Form 590 C2 2010 NNE Instructions for Form 590 Withholding Exemption Certificate References in these instructions are to the California Revenue and Taxation Code(R&TC). What's New • A state,a possession of the United States, until a valid certificate is received.In lieu of a the District of Columbia,or any of its completed certificate on the preprinted form,the Backup Withholding—Beginning on or political subdivisions or instrumentalities withholding agent may accept as a substitute after January 1,2010,with certain limited • A foreign government or any of its political certificate a letter from the payee explaining exceptions,payers that are required to subdivisions,agencies,or instrumentalities why the payee is not subject to withholding.The withhold and remit backup withholding to letter must contain all the information required the Internal Revenue Service(IRS)are also Important—This form cannot be used q required to withhold and remit to the Franchise for exemption from wage and real estate on the certificate in similar language,including M Tax Board(FTB).The California backup withholding, the under penalty of perjury statement and the c withholding rate is 7%of the payment.For If you are an employee,any wage payee's taxpayer identification number.The Ln California purposes,dividends,interests, withholding questions should be directed withholding agent must retain a copy of the certificate or substitute for at least four years rn and any financial institutions release of loan to the FTB General Information number, after the last payment to which the certificate to funds made in the normal course of business 800.852.5711.Employers should call applies,and provide it upon request to the w are exempt from backup withholding.For 888.745.3886 or go to www.edd.ca.gov. Franchise Tax Board. V additional information on California backup Sellers of California real estate use withholding,go to ftb.ca.gov and search for Form 593-C,Real Estate Withholding For example,if an entertainer(or the backup withholding. Certificate,to claim an exemption from real entertainer's business entity)is paid for a If a payee has backup withholding,the payee estate withholding. performance,the entertainer's information E must be provided.Do not submit the must contact the FTB to provide a valid en Taxpayer Identification Number(TIN)before B Requirement entertainer's agent or promoter information. a filing a tax return. The following are acceptable R&TC Section 18662 requires withholding The grantor of a grantor trust shall be treated m TINS:social security number(SSN);individual of income or franchise tax on payments of as the payee for withholding purposes. taxpayer identification number ITIN ;federal Therefore,if the payee is a grantor trust and r ( ) California source income made to nonresidents employer identification number(FEIN); of California. one or more of the grantors is a nonresident, 2M California corporation number(CA Corp withholding is required.If all of the grantors Withholding is required on the following,but is on the trust are residents,no withholding m No.);or Secretary of State(SOS)file number. L Failure to provide a valid TIN will result in the not limited to: is required.Resident grantors can check denial of the backup withholding credit.For • Payments to nonresidents for services the box on Form 590 labeled"Individuals more information go to ftb.ca.gov and search rendered in California. —Certification of Residency." p for backup withholding. • Distributions of California source income Loll made to domestic nonresident S corporation D Who is a Resident L shareholders,partners and members and General Information allocations of California source income made A California resident is any individual who 0 For purposes of California income tax, to foreign partners and members. is in California for other than a temporary V references to a spouse,husband,or wife • Payments to nonresidents for rents if the transitory purpose or any individual domiciled also refer to a Registered Domestic Partner in California who is absent for a temporary or g payments are made in the course of the transitory (RDP)unless otherwise specified.For more withholding agent's business. y Q information on RDPs,get FTB Pub.737,Tax • Payments to nonresidents for royalties with An individual domiciled in California who is Information for Registered Domestic Partners. activities in California. absent from California for an uninterrupted LO Private Mail Box(PMB)—Include the PMB • Distributions of California source income to period of at least 546 consecutive days under to in the address field.Write"PMB"first,then nonresident beneficiaries from an estate or an employment-related contract is considered m the box number.Example:111 Main Street trust. outside California for other than a temporary or J PMB 123. • Prizes and winnings received by transitory purpose. > Foreign Address—Enter the information in nonresidents for contests in California. An individual is still considered outside p the following order:City,Country,Province/ However,withholding is optional if the total California for other than a temporary or W Region,and Postal Code.Follow the country's payments of California source income are transitory purpose if return visits to California do [L practice for entering the postal code.Do not $1,500 or less during the calendar year. not total more than 45 days during any taxable Q abbreviate the country's name. For more information on withholding get year covered by an employment contract. < FTB Pub.1017,Resident and Nonresident This provision does not apply if an individual A Purpose Withholding Guidelines.To get a withholding has income from stocks,bonds,notes,or Cl) Use Form 590,Withholding Exemption publication see General Information H, other intangible personal property in excess M Certificate,to certify an exemption from Publications,Forms,and Additional of$200,000 in any taxable year in which the to employment-related contract is in effect.. c nonresident withholding.California residents or c entities should complete and present Form 590 A spouse/RDP absent from California for c to the withholding agent.The withholding agent C Who Certifies this Form an uninterrupted period of at least 546 is then relieved of the withholding requirements days to accompany a spouse/RDP under an if the agent relies in good faith on a completed Form 590 is certified by the payee.An employment-related contract is considered M g g p incomplete certificate is invalid and the outside of California for other than a temporary Cl) and signed Form 590 unless told by the FTB withholding agent should not accept it.If the p y that the form should not be relied upon. withholding agent receives an incomplete or transitory purpose. The following are excluded from withholding certificate,the withholding agent is required to E and completing this form: withhold tax on payments made to the payee U • The United States and any of its agencies or ;g instrumentalities Q Nil,. Form 590 Instructions 2010 Page 1 S.O.e Generally,an individual who comes to Income of a military servicemember's The withholding agent must then withhold California for a purpose which will extend over nonmilitary spouse for services performed and report the withholding using Form 592, a long or indefinite period will be considered a in California is not California source income Resident and Nonresident Withholding resident.However,an individual who comes to subject to state tax if the spouse is in California Statement,and remit the withholding using perform a particular contract of short duration to be with the servicemember serving in Form 592-V,Payment Voucher for Resident will be considered a nonresident. compliance with military orders,and the and Nonresident Withholding.Form 592-13, For assistance in determining resident status, servicemember and spouse have the same Resident and Nonresident Withholding Tax get FTB Pub.1031,Guidelines for Determining domicile in a state other than California. Statement,is retained by the withholding agent Resident Status,and FTB Pub.1032,Tax For additional information or assistance in and a copy is given to the payee. Information for Military Personnel,or call the determining whether the applicant meets the FTB at 800.852.5711 or 916.845.6500. MSRRA requirements,get FTB Pub.1032. H Publications, Forms, and M Additional Information o E Military Spouse Residency F What is a Permanent Place You can download,view,and print California 9 Relief Act (MSRRA) of Business tax forms and publications at ftb.ca.gov. y Generally,for tax purposes you are considered A corporation has a permanent place of To have publications or forms mailed to you to maintain your existing residence or domicile. business in California if it is organized and or to get additional nonresident withholding U If a military servicemember and nonmilitary existing under the laws of California or if it information,contact the Withholding Services spouse have the same state of domicile,the is a foreign corporation qualified to transact and Compliance. MSRRA provides: intrastate business by the SOS.A corporation WITHHOLDING SERVICES AND • A spouse shall not be deemed to have lost that has not qualified to transact intrastate COMPLIANCE MS F182 E a residence or domicile in any state solely business(e.g.,a corporation engaged FRANCHISE TAX BOARD CD by reason of being absent to be with the exclusively in interstate commerce)will be PO BOX 942867 �a servicemember serving in compliance with considered as having a permanent place of SACRAMENTO CA 94267-0651 m military rders. business in California only if it maintains Y Telephone:888.792.4900 • A spouse shall not be deemed to have a permanent office in California that is 916.845.4900 r acquired a residence or domicile in any permanently staffed by its employees. Fax: 916.845.9512 other state solely by reason of being there _J to be with the servicemember serving in G Withholding Agent For all other questions unrelated to withholding m or to access the TTY/TDD numbers,see the d compliance with military orders. Keep Form 590 for your records.Do not information below. r Domicile is defined as the one place: send this form to the FTB unless it has been • Where you maintain a true,fixed,and specifically requested. Internet and Telephone Assistance permanent home For more information,contact Withholding Website: ftb.ca.gov • To which you intend to return whenever you Services and Compliance,see General Telephone: 800.85 .5711 from within the Y Y P United States L are absent Information H. 916.845.6500 from outside the A military servicemember's nonmilitary spouse The payee must notify the withholding agent if United States U is considered a nonresident for tax purposes any of the following situations occur: TTY/TDD: 800.822.6268 for persons with hearing or speech impairments 'a if the servicemember and spouse have the . The individual payee becomes a nonresident. 3 same domicile outside of California and the Asistencia Por Internet y Telefono The corporation ceases to have a permanent Sitio web: ftb.ca.gov Q spouse is in California solely to be with the place of business in California or ceases to Telefono: 800.852.5711 dentro de los servicemember who is serving in compliance be qualified to do business in California. Estados Unidos `r' with Permanent Change of Station orders . The partnership ceases to have a permanent 916.845.6500 fuera de los Estados (Note:California may require nonmilitary place of business in California. Unidos spouses of military servicemembers to provide • The LLC ceases to have a permanent place TTY/TDD: 800.822.6268 personas con proof that they meet the criteria for California of business in California. discapacidades auditivas Q personal income tax exemption as set forth in • The tax-exempt entity loses its tax-exempt y del habla > the MSRRA). status. W IL a Q Q CL M M co V O O LO O M r LO M a� C d E L V t6 w w Q Page 2 Form 590 Instructions 2010 5.O.f M#1MEith CAEIf IA SEND TO:Southern California Edison,Business Incentives P.O.Box 800, Rosemead,CA 91770-0800 E-mail: Businesslncentives @sce.com I Fax:626-633-3243 AA EDISON Wrt RWYO N fL*Cvmpm Questions?800-736-4777 January 16, 2014 0 LO Cn Customer Information: Authorized Agent Information: n w Tony Frossard Marc Costa tU City Of San Bernardino The Energy Coalition _ 300 North D Street 47 Discovery m San Bernardino,CA 92401 Irvine, CA 92618 E m U f4 Q RE: NOTICE OF ON-BILL FINANCING(OBF)APPLICATION APPROVAL AND FUNDING RESERVATION Project Number:356-13-0500463343 Service Account#:3-001-3225-76 = Dear Tony Frossard and Marc Costa: m Your On-Bill Financing Application has been reviewed and approved,and funding for your On-Bill Financing Loan has Cn been reserved. .- 0 w At this point the estimated OBF Loan funding reservation for your project of $24:382.80 has been established. ca L .V Terms and Conditions of Loan Reservation: 0 U 1. The reserved amount has been calculated based on the results of the review and approval of your Energy Efficiency Project Application, and according to the provisions and methodology of the OBF Loan Term Calculation [LTC]. Since the loan reservation amount is based on an approved project proposal, it Q is an estimate of what the actual loan amount may be. ,n ti U) la. An OBF Loan Term Calculation [LTC] is attached. a> 2. The actual loan amount will be calculated based on the results of the review and approval of your a- Energy Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the o reserved amount presented above. CL CL 4 2a. The actual amount of the OBF loan may be less than the reserved amount presented above. 2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above. LL m 3. The expiration of the loan reservation shall be consistent with that of the project incentive. O Next Steps: N N M • You submit the completed Installation Report [IR] to SCE, and SCE will review it. M • SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC Cl) provisions. • SCE will issue 2 copies of the OBF Loan Agreement to you. o • You will sign, and have notarized, the Agreements and return to SCE. LO • SCE will counter-sign the Agreements. • SCE will provide you with 1 copy of the fully-executed Loan Agreement and will process the loan proceeds. Q Packet Pg. 373 5.O.f SEND TO:Southern California Edison,Business Incentives fit si #'r tt E+i'tit 1t iF{)te'tit a EDISON P.Q.Box 800,Rosemead,CA 91770-0800 E-mail:Businessincentives @sce.com I Fax:626-633-3243 Questions?800-736-4777 If you have any questions, please contact your SCE Account Representative. You may also call us at(800) 736-4777 Monday through Friday,from 8:00 a.m. to 5:00 p.m., or send an e-mail to M IDSMQuestions @sce.com. Please have your Project Number available for reference when you call, or c include it in your e-mail. r rn w U N Sincere) c d U Cedric Benton Program Manager-On Bill Financing m Southern California Edison Company. _rn Notice: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race,color,religion,national —t origin,sex,marital status,age(provided the applicant has the capacity to enter into a binding contract);because all or part of the applicant's income derives from j any public assistance program;or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that d administers compliance with this law concerning SCE is the Federal Trade Commission,Equal Credit Opportunity,Washington DC 20580, L a to L 0 U a U) ti LO M >T .1G CL �a 0 L Q. Q Q in d IX LL m 0 to I,. LO N N M r M M M O O Ltd I � I � E cc Q Packet Pg. 374 OBF13-A1349 On-Bill Financing Program - Preliminary Loan Term Calculation (LTC1) Completion Date/Time: 1/14/2014 12:40 PM ***LTC1— Project Number: 356-13-0500463343 ACTUAL TERMS WILL BE CALCULATED BASED Customer Number: 1-0-000-0444 ON FINAL REVIEW AND VERIFICATION OF THE Customer Account Number: 2-01-195-9442 PROJECT INSTALLATION REPORT OBF Application Receipt Date: 10/24/2013 LTC1 Reserved Amount is$24,382.80 Project Type(s): Customized First month payment is$203.19 Market Segment: Government and Institutions 119 subsequent monthly payments$203.19 Business Name: SAN BERNARDINO,CITY OF Reference Name: BASELINE,WATERMAN,UNIVERSITY-2649/2576 Address: N City,CA Zip: SAN BERNARDINO,CA 92401 PROJECT ECONOMIC SUMMARY EXPLANATION A.AVERAGE ELECTRIC BILLING RATE--past 12 months (Cents/kWh) $ 0.08945 Based on Billing History " b B.ENERGY EFFICIENCY PROJECT SAVINGS vi B.1.Estimated Annual Kilowatt Hour Savings(kWh) 27,258.0 From Approved Project Application N B.2.Estimated Annual Dollar($)Savings $ 2,438.23 Estimated Annual kWh Savings x Average Rate=$savings(B.1 x A) B.3.Estimated Monthly Dollar($)Savings $ 203.19 Estimated Monthly$Savings (B.2/12) m U C.COSTS d C.1.Estimated Total Project Cost $ 31,483.00 From Approved Project Application t C.2.Estimated Total Rebate/Incentive $ 4,633.86 From Approved Project Application ° J C.3.Estimated Potential Loan Amount(Gross Amount) $ 26,849.14 (C.1)-(C.2) m CA.LTC1 Reserved Amount From LTC1 calculation following Approved Project Application '' C.5.LTC2 Reserved Amount LTC2 Loan Amount per policy cannot be greater than LTC1 amount w U t0 D.LOAN c D.1.Gross Amount for Potential Financing $ 26,849.14 Lesser of(C.3)or(C.5)or(E.1.2)or(E.2.3)or(D.2 X D.3) 0 T D.2.Monthly Loan Repayment Amount $ 203.19 (B.3) D.3.Actual loan term(Months) 132.14 Time required to repay loan in months(D.1)/(D.2)rounded 2 places a DA.Actual loan term(Years) 11.0 Time required to repay loan in years (D.3)/12 M E.LOAN LIMIT TESTS Y a E.1.Market Segment Amount of Loan Test (Min/Max Loan Amount) o E.1.1.Market Segment Minimum Loan Amount $ 5,000 Minimum Loan Amount per Service Account or Bundle C E.1.2.Market Segment Maximum Loan Amount $ 250,000 Com,Ind,Ag=$100,000, G&I=$250,000 E.1.3.Within Market Segment Limit? Y Is D.1 within loan amount limits Y/N? m 0 E.2.Customer Loan Limit Test(Previous Loans for this Service Account) N N E.2.1.Service Account Loan Amount Limit $ 250,000 (E.1.2)or$1 M for G&I Facility M E.2.2.Previous Loans Reserved for this Service Account $ - Total of previous OBF loans+reservations M M E.2.3.Estimated Amount Eligible for Loans $ 250,000.00 (E.2.1)-(E.2.2),If<0,then 0. o 0 E.2.4.Within Available Amount? Y Is D.1.<E.2.3.YIN? d E.3.Length of Loan Test E U E.3.1.Loan Length Limit(months) 120 CIA(lighting)=36,CIA(non-lighting)=60,G&I=120 months a E.3.2.Within Loan Length Limit? N Is D.3 within limit Y/N? EA.Expected Useful Life(EUL)*Loan Length Limit Test E.4.1.Applicable Measure EUL(months) 144 ELL in months of measure with greatest kWh contribution E.4.2.Within EUL Loan Length Limit? Y Is D.3 within limit Y/N? E.5.EXCEPTION ANALYSIS(If any E.1 thru EA.yields a"No") Exception Analysis Loan Minimum Requirement Test Does the loan amount from Exception Analysis most the$51K loan minimum requirement? YES E.5.1.Monthly Loan Repayment Amount $ 203.19 Based on minimum loan requirement of$5K and supplementall E.5.2.Max Allowable Loan Terms(Months) 120 Exception Analysis,this amount qualifies for an estimated OBF E.5.3.Net Amount for Financing $ 24,382.80 loan. Expected Useful L'rfe(EUL):Each measure is expectetl to pertorm satisfactodty For a perbtl of time.M EUL for each energy efficiency measure is assigned by the California Energy Commission(CEC). Page 1 of 2 LTC ID:5159 s.of OBF13-A1349 On-Bill Financing Program - Preliminary Loan Term Calculation (LTC1) Business Name: SAN BERNARDINO,CITY OF Payment Breakdown by Site Service Account Service Account Tariff Rate Savings kWh First Month P yrnt Montnl P t 3-001-3225-76 $ 0.08945 27,258.0 $ 203.19 $ 203.19 $ $ $ $ $ $ M O y N W V N C d E m v R Q d L J 07 d d N O u R c 0 U v `m 3 Q n M pl Y Q R 0 n Q m v v_ 0 O m r N N N M M O M M O Q O O N C a E s v R Q Page 2 of 2 LTC ID:5159 Packet Pg.376 S.O.g SEND TO:Southern California Edison,Business Incentives a SOUIHERN CAII U P.O.Box 800, Rosemead,CA 91770-0800 ED I SON" E-mail: Businesslncentives @sce.com I Fax: 626-633-3243 Stn f Nl {Rlidi110,VAt*Company Questions?800-736-4777 January 16, 2014 0 LO N Customer Information: Authorized Agent Information: w Tony Frossard Marc Costa U City of San Bernardino The Energy Coalition 300 North D Street 47 Discovery y San Bernardino, CA 92401 Irvine, CA 92618 E a� v ca Q- RE: NOTICE OF ON-BILL FINANCING(OBF)APPLICATION APPROVAL AND FUNDING RESERVATION Project Number:356-13-0500463343 Service Account#:3-001-3226-49 as J Dear Tony Frossard and Marc Costa: a� Your On-Bill Financing Application has been reviewed and approved,and funding for your On-Bill Financing Loan has been reserved. �- 0 At this point the estimated OBF Loan funding reservation for your project of $228,510.84 has been established. Terms and Conditions of Loan Reservation: _ 0 L) 1. The reserved amount has been calculated based on the results of the review and approval of your lit Energy Efficiency Project Application, and according to the provisions and methodology of the OBF Loan 3 Term Calculation [LTC]. Since the loan reservation amount is based on an approved project proposal, it Q is an estimate of what the actual loan amount may be. W) 1a. An OBF Loan Term Calculation [LTC] is attached. 2. The actual loan amount will be calculated based on the results of the review and approval of your CL Energy Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the o reserved amount presented above. 0- Q 2a. The actual amount of the OBF loan may be less than the reserved amount presented above. 2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above. u_ m 3. The expiration of the loan reservation shall be consistent with that of the project incentive. 0 rn Next Steps: N M T • You submit the completed Installation Report [IR] to SCE, and SCE will review it. M • SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC co provisions. • SCE will issue 2 copies of the OBF Loan Agreement to you. c • You will sign, and have notarized, the Agreements and return to SCE. Lo • SCE will counter-sign the Agreements. c • SCE will provide you with 1 copy of the fully-executed Loan Agreement and will process the loan 47 E proceeds. c� Q Packet Pg.377 5.O.g SEND TO:Southern California Edison,Business Incentives SOLIJIM%4LAMORNIA E �: P.O.Box 800,Rosemead,CA 91770-0800 E-mail:Businesslncentives @sce.com I Fax:626-633-3243 Questions?800-736-4777 If you have any questions, please contact your SCE Account Representative. You may also call us at(800) 736-4777 Monday through Friday, from 8:00 a.m. to 5:00 p.m., or send an e-mail to r IDSMQuestions @sce.com. Please have your Project Number available for reference when you call, or q include it in your e-mail, "' Cn w U th Sincere) D c r- E Cedric Benton a Program Manager-On Bill Financing Southern California Edison Company. Y a� Notice: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race,color,religion.national J origin,sex,marital status,age(provided the applicant has the capacity to enter into a binding contract);because all or part of the applicant's income derives from any public assistance program;or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that L administers compliance with this law concerning SCE is the Federal Trade Commission,Equal Credit Opportunity,Washington DC 20580. L 0 V L 0 U L a L0 a m 0 L CL CL a N ty m 0 V, N N Cl) Cl) d' M M tD O O LO w C E V f4 w Q Packet Pg. 378 5< OBF13-A1350 On-Bill Financing Program - Preliminary Loan Term Calculation (LTC1) E!� Completion Date/Time: 1/14/2014 12:41 PM ***LTC1`** [ ACTUAL TERMS WILL BE CALCULATED BASED Project Number: 356-13-0500463343 ON FINAL REVIEW AND VERIFICATION OF THE Customer Number: 1-0-000-0444 PROJECT INSTALLATION REPORT Customer Account Number: 2-01-195-9483 OBF Application Receipt Date: 10/24/2013 LTC1 Reserved Amount is$228,510.84 Project Type(s): Customized First month payment is$1,557.90 Market Segment: Government and Institutions 118 subsequent monthly payments$1,923.33 Business Name: SAN BERNARDINO,CITY OF Reference Name: BASELINE,WATERMAN,UNIVERSITY-2649/2576 Address: VARIOUS City,CA Zip: SAN BERNARDINO,CA 92401 PROJECT ECONOMIC SUMMARY EXPLANATION A.AVERAGE ELECTRIC BILLING RATE--past 12 months (Cents/kWh) $ 0.10749 Based on Billing History 0 B.ENERGY EFFICIENCY PROJECT SAVINGS v) B.I.Estimated Annual Kilowatt Hour Savings(kWh) 214,717.0 From Approved Project Application W N B.2.Estimated Annual Dollar($)Savings $ 23,079.93 Estimated Annual kWh Savings x Average Rate=$savings(B.1 x A) c B.3.Estimated Monthly Dollar($)Savings $ 1,923.33 Estimated Monthly$Savings (B.2/12) E d U W C.COSTS 0 C.1.Estimated Total Project Cost $ 265,018.00 From Approved Project Application ; C.2.Estimated Total Rebate/Incentive $ 36,501.89 From Approved Project Application 2M C.3.Estimated Potential Loan Amount(Gross Amount) $ 228,516.11 (C.1)-(C.2) CA.LTC1 Reserved Amount From LTC1 calculation following Approved Project Application C.5.LTC2 Reserved Amount LTC2 Loan Amount per policy cannot be greater than LTC1 amount w v D.LOAN `o D.1.Gross Amount for Potential Financing $ 228,510.84 Lesser of(C.3)or(C.5)or(E.1.2)or(E.2.3)or(D.2 X D.3) U T D.2.Monthly Loan Repayment Amount $ 1,923.33 (B.3) ; D.3.Actual loan term(Months) 118.81 Time required to repay loan in months(D.1)/(D.2)rounded 2 places a D.4.Actual loan term(Years) 9.9 Time required to repay loan in years (D.3)/12 n M E.LOAN LIMIT TESTS a E.1.Market Segment Amount of Loan Test (Min/Max Loan Amount) a E.1.1.Market Segment Minimum Loan Amount $ 5,000 Minimum Loan Amount per Service Account or Bundle a Com Ind A =$100 000 G&I=$250,000 v E.1.2.Market Segment Maximum Loan Amount $ 250,000 � 9 � E.1.3.Within Market Segment Limit? Y Is DA within loan amount limits Y/N? M 0 m E.2.Customer Loan Limit Test(Previous Loans for this Service Account) °p N E.2.1.Service Account Loan Amount Limit $ 250,000 (E.1.2)or$1 M for G&1 Facility M M E.2.2.Previous Loans Reserved for this Service Account $ - Total of previous OBF loans+reservations M E.2.3.Estimated Amount Eligible for Loans $ 250,000.00 (E.2.1)-(E.2.2),If<0,then 0. o 0 E.2.4.Within Available Amount? Y Is D.1.<E.2.3.Y/N? c m E.3.Length of Loan Test u E.3.1.Loan Length Limit(months) 120 CIA(lighting)=36,CIA(non-lighting)=60,G&I=120 months 21 E.3.2.Within Loan Length Limit? Y Is D.3 within limit Y/N? EA.Expected Useful Life(EUL)*Loan Length Limit Test E.4.1.Applicable Measure EUL(months) 144 EUL in months of measure with greatest kWh contribution E.4.2.Within EUL Loan Length Limit? Y Is D.3 within limit Y/N? E.5.EXCEPTION ANALYSIS(If any EA thru EA.yields a"No") Exception Analysis Loan Minimum Requirement Test Does the loan amount from Exception Analysis meet the$5K loan minimum requirement? YES E.5.1.Monthly Loan Repayment Amount Based on minimum loan requirement of$5K and supplemental E.5.2.Max Allowable Loan Terms(Months) Exception Analysis,this amount qualifies for an estimated OBF E.5.3.Net Amount for Financing loan. 'Expedetl Useful Life(EUL):Each measure is expected to perform satisfactorily for a period of time.M EUL for each energy effuency measure is assigned by the California Energy Commission(CEC). Page 1 of 2 LTC ID:5160 On-Bill Financing Program - Preliminary Loan Term Calculation (LTC1) OBF13-A1350 Business Name: SAN BERNARDINO,CITY OF Payment Breakdown by Site Service Account Service Account Tariff Rate Saving s kWh: First Month Monthl t 3-001-3226-49 $ 0.10749 214,717.0 $ 1,557.90 $ 1,923.33 $ $ $ M O N N N W U N_ C d E d v R Q d L Of J G a `o u c O u 3 a a 0 o. 2 Q N K LL 41 M V M O Q a V Q Page 2 of 2 LTC ID:5160 Packet Pg,380