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Home My WebLink AboutPacific Gas and Electric Company (4) 1' 31/ 0 F� l Contract Work Authorization Contract Work Authorization (CWA) This Contract Work Authorization("CWA") No.C14377 is issued under and pursuant to the Blanket Agreement or Master Service Agreement No.C833(formerly 4400010198)dated 2/4/2016(the"MSA")between the below-named Contractor("Contractor"),a Local Government Partner,and Pacific Gas and Electric Company("PG&E"),a California corporation with its headquarters located at 77 Beale Street,San Francisco,California 94105. Contractor shall perform all Work under this CWA oursuant to and in accordance with the terms and conditions of the MSA. Contractor's City of Fresno, Sustainable Fresno Division Total Number of Pages: 16 Legal Name: Contractor's 2600 Fresno Street, Room 3065 Address: Fresno, CA 93721 Project Name: SJV Regional—City of Fresno Job Location: PG&E Service Territory WORK: Contractor shall, at its own risk and expense, perform the Work described in this Contract Work Authorization and furnish all labor, equipment, and materials necessary to complete the Work as summarized below and as more fully described in Attachment 1, Scope of Work. Contractor to offer comprehensive energy efficiency services to municipal customers. These services may include energy efficiency audits, education, training and the development of long-term energy reduction strategies, as more fully described in Attachment 1 —Scope of Work. ATTACHMENTS: Each of the following documents are attached to this CWA and are incorporated herein by this reference: Attachment 1: Scope of Work, 14 pages CWA TERM: This CWA is effective upon signature by both parties and expires on 12/31/2019. Time is of the essence CWA Contractor shall commence performance hereof when directed to do so by PG&E and Work shall be COMPLETION: completed by the completion date of 12/31/2019. CONSIDERATION: As full consideration for satisfactory performance of the Work under this CWA by Contractor, PG&E's total obligation to Contractor shall not exceed the following amount. This amount is inclusive of all taxes incurred in the performance of the Work. Any change to this amount shall only be authorized in writing by a PG&E CWA Change Order, fully executed by both PG&E and Contractor. TOTAL:$317,700 PG&E Corporation("PG&E Corp")and Pacific Gas and Electric Company(the"Utility,"and,together with PG&E Corp.,the"Debtors"),are debtors-in-possession in a proceeding pending under chapter 11 of title 11 of the United States Code(the"Bankruptcy Code"),in the United States Bankruptcy Court for the Northern District of California. Nothing herein shall be deemed to constitute an assumption of the Contract and/or any CWA or a waiver or modification of the Debtors'rights to assume,assume and assign,or reject the Contract and/or any CWA pursuant to section 365 of the Bankruptcy Code. The Debtors hereby reserve all rights available to them under such proceedings. Any amounts paid by the Debtors hereunder must be applied to goods and/or services provided to the Debtors on or after January 29,2019(the"Petition Date")and shall not be applied to satisfy Claims(as defined in the Bankruptcy Code)arising prior to the Petition Date, THE PARTIES, BY SIGNATURE OF THEIR AUTHORIZED REPRESENTATIVES, HEREBY AGREE TO THE TERMS OF THIS CONTRACT WORK AUTHORIZATION, PACIFIC GAS AND ELECTRIC COMPANY CONTRACTOR:City of Fresno,Sustainable Fresno Division Signature Signature Name Ernest Aquilio Name Title Senior Sourcing Specialist Title -D i g-Gil:%.fiT?� Date / / _. Date lei ATTEST: 0 D A FORM 62-4229 CWA (9/26/18) `NONX��CE, CMC I ORN ICE BY: C`� 5 9 ❑e uty Contract Work Authorization CWA No. C14377 Page 2 of 16 ADMINISTRATION PG&E Ernest Aquilio Contractor Ne otiator Represent Phone 415-973-2535 Phone Email Ernest.aquilio@pge.com Email Accounting Reference PG&E Work Supervisor: Steve Newvine Phone: 209-384-4918 INVOICE The default submission system for invoices to PACIFIC GAS AND ELECTRIC COMPANY should be through INSTRUCTIONS: the Taulia electronic invoicing portal,which also provides real-time invoice payment status. As described in more In rare cases that it is infeasible for a supplier to use this system,please send paper invoices to the address detail in the Invoicing below. Invoice payment status for paper invoices can be accessed through the automated PG&E Paid Help section of the Terms and Line at(800)756-PAID(7243)or by emailing APPaidline@pge com Conditions,Contractor shall send invoices for Send ORIGINAL Invoice to: PG&E Accounts Payable" each payment when due, PO Box 7760 showing the Purchase San Francisco,CA 94120-7760 Order Number(starts with Send COPY of Invoice to: Steve Newvine sxnxCa2Dge.com '27"or"35")and the Line Item number,if Dianne Swimmer dGs �,nr_c�rTr applicable. INTERNAL PG&E USE ONLY Distribution Date ❑ARIBA Contracts("CXXXX"series):Buyer ❑Contractor Distribution of Copies: uploads an executed copy in Ariba. (Signed Original Copy) ❑Work Supervisor ❑Manager ❑ Invoice Approver ❑Supervisor ❑V.P. ❑Sourcing/Purchasing ❑Director ❑Law 62�4229 CWA(912611.8) Sourcing Attachment 1 —SOW CWA C14377 City of Fresno Page 3 of 16 LOCAL GOVERNMENT PARTNERSHIP SCOPE OF WORK TABLE OF CONTENTS 1. INTRODUCTION.................................................................................................................4 2. PROGRAM REQUIREMENTS............................................................................................ 4 3. TASK 1 —DEVELOP PROGRAM MANAGEMENT PLAN..............................................4 4. TASK 2—PG&E AND CONTRACTOR PROGRAM ADMINISTRATION..................... 5 5. TASK 3 - SOLICIT CUSTOMER PARTICIPATION IN THE PROGRAM....................... 5 6. TASK 4 -REFER CUSTOMERS TO DIRECT INSTALL IMPLEMENTERS..................6 7. TASK 5 - PROGRAM BUDGET AND REPORTING......................................................... 6 Time and Material Program Budget........................................................................................... 6 8. TASK 6- PROGRAM REPORTS AND INVOICE REQUIREMENTS .............................. 7 9. PROJECT COMPLETION AND PROGRAM PAYMENT TERMS................................... 8 10. RAMP-DOWN PROGRAM.................................................................... ........................... 9 11. NOTICES............................................................................................................................... 9 12. CPUC AUTHORITY........................................................................................................... 10 ATTACHMENTS TO PG&E's CWA SCOPE OF WORK: ATTACHMENT 1. Allowable Measures, Geographic Areas, and Program Customers ATTACHMENT 2. Itemization of CPUC Budget Allocation ATTACHMENT 3. Key Performance Indicators (KPI) Reporting Data ATTACHMENT 4. Program Management Plan Guidance Attachment 1 —SOW C WA C 14377 City of Fresno Page 4 of 16 1. INTRODUCTION 1.1 San Joaquin Valley Regional (City of Fresno) program, offers comprehensive energy efficiency services to municipal customers. These services may include energy efficiency audits, education,training and the development of long-term energy reduction strategies for cities and counties. Other activities may include the support of the California Long-Term Energy Efficiency Strategic Plan, community outreach and integrated marketing efforts and workforce development programs. The statement of work(SOW) requirements for Contractor's programs are as follows: 2. PROGRAM REQUIREMENTS 2.1 Program Begin and End Dates. 2.1.1 Contractor shall begin Program activities on January 1, 2019 and Program activities shall end on December 31, 2019. 2.1.2 End Date for Administrative Activities. Administrative activities must be complete and submitted to PG&E with a final invoice and Final Completion Program Report, defined below by January 25, 2020 If this SOW is terminated prior to then, these items must be submitted to PG&E forty(40) days after the termination date. 3. TASK 1 —DEVELOP PROGRAM MANAGEMENT PLAN 3.1 Contractor shall develop a Program Management Plan (PMP) for Program activities in the Customer geographic areas served by the Contractor on Attachment 1. The PMP shall include the Program's overview, activities, tasks to be performed, itemized costs and budget totals as more fully described on Attachment 4, The Program Management Plan Requirements. 3.2 The Contractor's PMP must be reviewed and approved by PG&E's PM no later than 15 days prior to launching any Program activities. 3.3.1 Task 1 - Schedule of Deliverable Deliverable Draft Due Date Final Due Date Program Management Plan 15.calendar days following Two weeks after receipt of ontraq execution PG&E PM comments Attachment 1 —SOW CWA C 14377 City of Fresno Page 5 of 16 4. TASK 2—PG&E AND CONTRACTOR PROGRAM ADMINISTRATION 4.1 Attend Program Meetings. Contractor shall attend Program meetings with the PG&E's PM and other PG&E staff, as requested, to discuss Program logistics, marketing coordination, evaluation, invoicing requirements, scope of work, and any contractual issues. 4.2 Program Training. Attend training, workshops, webinars and other training events as requested by PG&E to use PG&E's data reporting systems, update information on regulatory and environmental activities, codes and standards, energy efficiency and demand response products and other information pertinent to Program implementation. 4.3 When relevant, provide training for PG&E staff and Customer field representatives either via PG&E-established Webcasts or in person at PG&E facilities. Contractor shall develop and submit to PG&E PM for review and approval an agenda of the Program training events. Contractor shall conduct additional discussions and training on an as-needed basis. 5. TASK 3 - SOLICIT CUSTOMER PARTICIPATION IN THE PROGRAM The following activities may take place as a part of the Program to enroll Customers in PG&E energy efficiency programs. 5.1 Contractor shall evaluate potential Customers to ensure energy efficiency opportunities are identified and the Customer has the eligibility and intent to meet the requirements to achieve long-term energy savings. 5.2 Contractor shall determine which Program services best serve the Customer and align with the Program goals. Contractor shall keep PG&E assigned representative(s) and Regional Direct Install Implementer engaged and informed the status of Program activities. These shall include, but are not limited to: 5.2.1 Initial Walkthrough I Facility Assessment. A facility walkthrough to discuss the facility operation and equipment to understand the systems to be evaluated for efficiency opportunities. Systems may include, but are not limited to, air conditioning, process cooling and refrigeration equipment, compressed air systems, ventilation and fan systems, pumping systems, lighting, and associated controls and control systems. 5.2.2 Energy Assessments. A simple energy assessment to identifying potential cost-effective energy savings opportunities. Contractor, PG&E PM, and the Customer field representative shall coordinate to explain other applicable Program offerings and how to receive them with the Customer. Attachment 1 — SOW CWA C 143 77 City of Fresno Page 6 of 16 5.2.3 Customer Target List. Contractor, PG&E PM and Customer field representative shall coordinate to ensure a consistent and non-overlapping marketing approach by reviewing the initial Customer target list and identifying the best methodology to pursue each Customer segment. 6. TASK 4 - REFER CUSTOMERS TO DIRECT INSTALL IMPLEMENTERS r Refer Customers. Contractor shall refer qualified Customers to authorized direct install implementers through PG&E's Energy Insight software tool, if available. 7. TASK 5 - PROGRAM BUDGET AND REPORTING 7.1 Program Budget, CPUC Budget Allocations 7.1.1 Program Budget. The total of PG&E payments for all Work approved under the CWA authorizing this SOW shall be the Program budget. The Program budget is the maximum amount of funding allocated each year during the term of this Contract(Budget). Unspent funds from a prior year's Budget will not rollover into the current or future year Budgets. PG&E will work with Contactor to review and set the Budget annually. The annual Budget will be based on several factors including, but not limited to, prior year Program performance and its Budget spend, the Program scope of work requirements for the following year, and other relevant issues that affect the Program implementation. The Budget will be updated annually and memorialized in the Contractor's PMP. If Contractor depletes the Budget funding prior to the Term, Contractor must shut down the Program. The total Budget amounts are: Time and Material Program Budu 2019 Budget Order Number Request Description TOTAL 2019 Program Administration 8124479 $60,000 Marketing 8124481 $30,000 Implementation 8124480 $209,700 Attachment 1 —SOW CWA C14377 City of Fresno Page 7 of 16 Strategic Energy Resources 8124482 $18,000 (SER) Total Budget $317,700 7.1.2 CPUC Budget Allocation. Contractor may be required to provide an annual Program budget allocation in the CPUC-specified categories which includes Administration, Marketing and Direct Implementation Non- Incentive Costs and Direct Implementation Non-Incentive Costs: Strategic Energy Resources as itemized on Attachment 2. Contractor will notify PG&E if at any time during the year there is significant change that may impact this CPUC Budget Allocation. 8. TASK 6- PROGRAM REPORTS AND INVOICE REQUIREMENTS 8.1 Monthly Progress Report documenting Program accomplishments, savings and budget tracking, Project installations performed in the preceding calendar month, Contractor will work with PG&E PM on the format and content of the Monthly Progress Report but may include the following: • Program performance • Progression on Programs/Projects • Budget Analysis 8.2 Monthly Program Accruals. Contractor will provide PG&E with a monthly forecast of expenditures and Accruals. These accrual's determine the estimated monthly expenditure Contractor seeks to spend during the Program. PG&E relies upon Contractor's representations about these accrual's in managing and justifying this SOW. The Contractor and PG&E PM will revisit the accruals monthly to ensure that any changes in program delivery are reflected. Material changes in the accruals may lead to terminating this SOW. 8.3 Monthly Invoice(s)totals are required to be broken down by CPUC budget allocation categories. The invoice shall show the monthly, year to date, and percentage of the total budget allocation as set forth in Attachment 2. 8.4 Project Pipeline Report. Contractor shall provide monthly Project Pipeline Reports if applicable. 8.5 Monthly Key Performance Indicators (KPI) Reporting. Data will be collected monthly and reviewed together with the PG&E PM on a quarterly basis. Final KPIs, including annual energy savings goals, will be documented in the PMP. Attachment 1 —SOW C WA C 14377 City of Fresno Page 8 of 16 8.6 Ad Hoc Reports and Additional Data. PG&E may require Contractor to provide other reports or documentation ("Ad Hoc Reports"). Additional information may be required by the CPI JC. 8.7 CPUC Regulatory Reporting. Contractor shall comply with all CPUC regulatory reporting requirements. PG&E may request such data be provided in a format r suitable for submittal to the CPUC. 8.8 Monthly Direct Costs/Activities (applicable to Time and Materials invoices). Contractor shall provide a list of individuals and total hours worked by each individual per month. 8.9 Contractor shall deliver a Final Program Report upon Program completion and shall include, but is not limited to, the following topics: • Program Overview • Summary of Program Accomplishments • Description of Best Practices or Program Improvement Recommendations • Description of Challenges or Other Issues • Other items as requested by the PG&E PM Task 6 Invoicing and Reporting Schedule of Deliverables (Deliverable(Per Project) Due Date (Monthly Progress Report 15th calendar day of the month (Monthly Invoice with breakdown of 15th calendar day of the month administration,marketing,direct implementation costs 1V4onthly Accrual Report 15th calendar day of the month Pipeline Report 20th calendar day of the month IKPI Reporting Data IMonthly, as relevant for Program Ad-Hoc Reports As needed CPUC Reports As needed Final Program Report 30 days after Program Completion 9. PROJECT COMPLETION AND PROGRAM PAYMENT TERMS 9.1 Time and Materials-Based(T&M) Payments (if applicable). Contractor shall bill PG&E for that portion of the Budget which PG&E has agreed to pay on a time- and-materials, not-to-exceed basis for each of the Tasks and Deliverables indicated as "T&M Payments" according to the labor rates contained in this MSA. 9.2 Budget Adjustments/Measure Disallowance/Termination. Attachment 1 —SOW CWA C14377 City of Fresno Page 9 of 16 9.2.1 PG&E may: (a) reduce or increase the Budget and its associated savings, (b) shift program funds, or(c) cancel or terminate this SOW. 9.2.2 PG&E can modify any Program requirements that include, but are not limited to, pursuant to CPUC directives, and Program portfolio reviews. Contractor shall make these modifications upon notice from PG&E accordingly. 9.2.3 If PG&E reduces funding, terminates this SOW, or the Program is discontinued, Contractor shall provide a Project(s) status report. 10. RAMP-DOWN PROGRAM 10.1 Program Ramp-Down. Unless otherwise agreed, Contractor shall provide a plan to ramp down the Program (Ramp Down Plan) by December 1, 2019 The Ramp- Down Plan must take into consideration that all Projects should be complete and paid by December 30, 2019. 10.2 Program Shut-Down Notification. Contractor shall develop for PG&E PM approval a shut-down notification as part of the Ramp Down Plan. The notification shall be sent to Customers no later than 14 days after notification to Contractor to ramp down the Program. Contractor shall develop the Notification to be approved by the PG&E PM. The Notification will provide Program shut down information. 10.3 If Program funding is no longer available, Contractor must immediately notify Customers in writing the Program is being shut down. 10.4 Ramp-Down Schedule of Deliverables. .Deliverable(Per Project) Due Date Program Ramp-Down Plan No later than December 1,2019, or as requested by PG&E PM Shut-Down Notification No later than December 15,2019, or as requested by PG&E PM 11. NOTICES Coil tractor designimes Staff Contact: Summer Cecil, City of Fresno, 2600 Fresno St., Fresno , CA 93726, Email: summer.cecil@fresno.gov Phone number: (559) 62l-8166. as Contractor's Contract Representative for all matters relating to this CWA. PG&E designates Senior Program Manager Steve Newvine, Address 245 Market Street Mail Code N6G, San Francisco, CA ;Phone Number: (209)384-4918: email Attachment 1 — SOW CWA C14377 City of Fresno Page 10 of 16 sxns@pge.com as PG&E's PM for all matters relating to this CWA. The Parties may modify their designated contact representatives at any time by providing the other Party with a written update notification with the new contact information. 12. CPUC AUTHORITY r I 12.1 This CWA and SOW can be modified at any time in accordance with any directive of the CPUC and regulation of PG&E. Any information, results and reports regarding this CWA and SOW shall be made available to the CPUC. Attachment 1 —SOW CWA C14377 City of Fresno Page 11 of 16 Attachment 1 Allowable Measures, Geographic Areas, and Customers to be Served by this Program This Attachment describes the Customers and geographic areas(within the Service Territory). Contractor understands there are other Contractors, including PG&E, local governments, other affiliates and similar third-party Contractors that may include the same Customers, and geographic locations. For avoiding Customer confusion, ensuring satisfaction, and avoiding duplication and overlap of services among the Program and offerings of other Contractors,Contractor shall abide by the assignment of Customers,and geographic area. PG&E reserves the right in its sole discretion to amend these assignments during the Program. No deviation from these assignments is permitted without the prior written consent by the PG&E PM. Eligible Customers: Contractor may serve the following Customers: • Municipal customers, including but not limited to cities,counties, special districts,wastewater treatment facilities(NAICS 22132x)and K-12 public schools. • Any exceptions to this list of eligible customers must be approved in writing by the PG&E PM. Eligible Geographic Area: Contractor may serve the above eligible customers in the following counties within PG&E's service territory: Excluded Customers- Contractor shall not serve the following Customers unless authorized by PG&E PM: All non-municipal customers including, but not limited to Higher Education, State of California,Federal, Commercial, Residential and Industrial/Agricultural unless approved in writing by PG&E PM. Attachment 1 —SOW CWA C14377 City of Fresno Page 12 of 16 Attachment 2 Itemization of CPUC Budget Allocation Upon PG&E PM request,Contractor may be asked to complete a cost allocation budget exercise resembling the attached worksheet. r L-•J i f'-tt-'1 �1-2 Attachment 1 —SOW CWA C14377 City of Fresno Page 13 of 16 Attachment 3 Key Performance Indicators (KPI)Reporting Data .L4�llj KPI Implementer Data Entry_1020201! Attachment 1 — SOW CWA C14377 City of Fresno Page 14 of 16 Attachment 4 Program Management Plan Requirements The Contractor's Program Management Plan shall address the following: 1. Introduction: Summarize objectives and the major components of the Program a. Program Overview b. Staff i. Team Org Chart-departments, subcontractors,and reporting structure ii. Key staff names,titles,and responsibilities c. Coordination Efforts: Contractor's plan to coordinate with other PG&E programs 2. Deliverables 1. Move program focus from small/medium business and public sector to public sector. 2. Implement DUDE Solutions Inc. energy management software for up to 500 City accounts. 3. Develop and promote an energy management fund for funding of energy and resource conservation efforts on City projects. 4. Promote above code requirements for EV charging readiness/requirement in City facilities when permitted projects are implemented. S. Promote benchmarking requirements for all city facilities during implementation of permitted projects. Assist in promoting reach codes with focus on benchmarking city facilities and EV charging. Task 1 —Move program focus from small/medium business and public sector to public sector Estimated labor costs$25,000 Estimated material costs $0 Total budget $25,000 Task 1 Deliverables: • Complete program shift from SMB to Public Sector by the end of the year o Maximize PGE/BES relationships to develop public sector projects in the City of Fresno o Develop five proposed EE projects in the City of Fresno Task 2 -Maximize opportunities from Dude Solutions energy management system to develop opportunities for EE projects Estimated labor costs$40,000 Estimated material costs $0 Total budget $40,000 Attachment 1 —SOW CWA C14377 City of Fresno Page 15 of 16 Task 2 Deliverables: • Successfully analyze project potential for pipeline development of 15 projects o Provide 2 leads to the METU program o Contribute and take best practices developed to help local governments Task 3 -Direct Install Activities Estimated labor costs$174,700 Estimated material costs$OTotal budget$174,700 Task 3 Deliverables: ■ Refer 10 small/medium business and/or public sector project leads to RHA • Work with PGE Business Energy Solutions reps to help develop public sector projects o Develop Citywide Sustainability Roadmap o Conduct Audits on approximately 25% of City facilities (approximately 400,000 sq. ft.) o Develop and implement and energy management fund for funding of energy and resource conservation efforts on City projects. • Track numbers of public sector contacts, proposed projects, and status with BES Task 4 —Develop above code requirements for EV charging Estimated labor costs $20,000 Estimated material costs $ 0 Total budget$20,000 Task 4 Deliverables: • Mandate feasibility review of EV readiness at all new and retrofit constructions of City property. • Install minimum of 10 EV chargers within City project focus areas. Task 5 —Program Administration Estimated labor costs $40,090 Estimated material costs $0 Total budget$40,000 Task 5 Deliverables: • Monthly invoices, reports, and billing projections SER Activities Estimated labor costs $18,000 Estimated material costs $0 Total Budget 18 000 SER Deliverables • 1.1.6 Educational Programs: Develop educational programs for local elected officials, building officials, commissioners, and stakeholders to improve adoption of energy efficiency codes, ordinances, standards, guidelines and programs. • 3.2.1 Local Gov't EAP/CAP: Develop/adopt an energy chapter for City climate of energy action plan. Attachment 1 —SOW CWA C 14377 City of Fresno Page 16 of 16 5. EE Expert: Continued training through PG&E training centers in order to create energy efficiency experts within the City of Fresno. • To be determined Budget Totals r I Task Budget Task 1- $25,000 Task 2-Adopt Reach Codes $40,000 Task 3- Direct Install Activities $174,700 Task 4-Above Code Requirements for EV Charging $20 000 Task 5- Program Administration $40,000 SER Budget Activities $18 000 Total $317,700 �� ' ;� � � �� L� , _ ,�� i � _ ' � �;i f €�� z�� gg �� i i �� 3 � i }� � � �F! � r 3 a�t 19 �� j �� A �� f �� _g 9�� sit $�f � } l t 6 Gbi Weight: Weight: Key Performance Indicator Metric Group KPIs Metric (KPI) Description and (Detailed Calculation of KPI) Data Source Score Notes Weight: Weight: Key Performance Indicator Metric Group KPIs Metric (KPI) Description and (Detailed Caladatinn of KPI) Data Source Score Quarterly analysis of the actual energy savings in regard to committed projects compared to the projected energy savings of committed projects needed to meet Committed project volume energy savings goals as identified and tracked via the rolling forecast and accruals �-' Schedule Rdherence 1.56 5.00 Implementer performance to target (F&A)document that is submitted with the invoice template.F&A will be replaced by El (Actual energy savings of committed projects/Forecasted energy savings of committed projects(customer participation agreements for deemed))x 100 Notes Weight: Metric Group Weight: Metric Key Performance Indicator KPIs (KPI) Description and (Detailed Calculation of KPI) Data Source Score Installed Project Volume Quarterly analysis of the energy savings in regard to installed projects compared to Performance to Target the projected energy savings of installed projects needed to meet energy savings Schedule Adherence 1.50 S.00 (100%weight for deemed (goals as identified and tracked via the rolling forecast and accruals (F&A)document Implementer (projects) that is submitted with the invoice template.F&A will be replaced by El (Actual energy savings of installed projects/Forecasted energy savings of installed projects)x 100 Notes Weight: Metric Group Weight: Metric Key Performance Indicator KPIs (KPI) Description and (Detailed Calculation of KPI) Data Source Score Measurement of implementer's ability to respond to customer needs,number of Customer complaints,resolution of complaints,flexibility,reporting accuracy and timeliness, Satisfaction and 1.50 5.00 Customer Satisfaction results of the customer survey given to the customer at the end of each project,and Implementer Safety Ratings the Implementer's standing with PV&E Engineering and ES&S(Customer satisfaction Likert survey(1-5)to be filled out by the PMs) Alain Weight: Metric Group Weight: Metric Key Performance Indicator KPIs (KPI) Description and (Detailed Calculation of KPI) Data Source Score Customer ,An evaluation of the implementer's overall approach to safety and the quality of the Satisfaction and 1.50 5.00:Safety Ratings limplementer's safety program(Safety Likert survey(1-5)to be filled out by the PMs Implementer Safety (any recordable safety incidents result in a maximum score of 2)) Notes Weight: Metric Group Weight: Metric Key Performance Indicator KPIs (KPI) Description and (Detailed Calculation of KPI) Data Source Score The project sales pipeline of potential projects measured by energy savings(not Market Potential actual or committed projects)size in relation to the number of projects needed to and Flexibility 2.00 5.00 Project Pipeline Target achieve the energy savings goal.(Total energy savings of projects in the sales pipeline Implementer Forecasted total energy savings needed to meet energy savings goals)x100 Notes Weight: Metric Group Weight: Metric Key Performance Indicator KPIs (KPI) Description and (Detailed Calculation of KPI) Data Source Scare The ability of the sub-program and implementer to scaleup to achieve additional Market Potential energy savings with additional budget applied(The percentage that the implementer land Flexibility Subprogram Flexibility can accrue additional energy savings,based on available or accessible resources Implementer (Implementer flexibility%reported) Notes Weight: Weight. Key Performance inckator Metric Group MCtric KPIs (KPIJ Description and(Detailed Calculation of KPI} Data Source Grow Participation in tlre:ulaprogram in companson to the reprc�;entation of the customer Market Market Participation Ratio base by geography,customer site,customer sector and,NAICS(Customers being Implementer Participation served/Total Customer base)xkDO Notes f e� I Cm- ICANNIJ `'3 eNrenen