HomeMy WebLinkAboutC-5408 - Agreement to Jointly Deliver the Orange County Energy Leader Partnership Programq0
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THIRD AMENDMENT
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v This THIRD AMENDMENT TO THE AGREEMENT TO JOINTLY DELIVER THE 2010-2012
ORANGE COUNTY CITIES ENERGY EFFICIENCY PARTNERSHIP PROGRAM (the "Agreement"
or the "Program"), is effective as of January 1, 2016 ("Third Amendment Effective Date"), is entered into
by and between SOUTHERN CALIFORNIA GAS COMPANY ("SCG" or "Utility") AND THE CITY
OF COSTA MESA, THE CITY OF FOUNTAIN VALLEY, THE CITY OF HUNTINGTON BEACH,
THE CITY OF WESTMINSTER AND THE CITY OF NEWPORT BEACH (the "Cities"). SCG and the
CITIES are sometimes referred to herein individually as a "Party" or collectively as the "Parties."
Initially capitalized terms used but not defined herein shall have the meaning ascribed to them in the
Agreement.
RECITALS
WHEREAS, the Parties previously executed the Agreement effective January 1, 2010 and
subsequently amended the Agreement to extend its term through December 31, 2014 in accordance with
the applicable decisions of the California Public Utilities Commission;
WHEREAS, on March 26, 2014, the Utility submitted its application ("2015 Application") for the
implementation of energy efficiency programs to be delivered to California utility customers for the year
2015, which includes the continuation of the Grange County Cities Partnership Program through 2015
("2015 Program").
WHEREAS, on October 24, 2014, the Commission issued a Final Decision (D.14-10-046)
approving the continuation of the Energy Efficiency Programs through 2015 (the "2015 Program"), and
the Parties wish to extend the Agreement through 2015 under the terms and conditions set forth in the
Agreement;
WHEREAS, on October 28, 2015, the Commission issued Decision D.15-10-028 approving the
continuation of the Energy Efficiency Partnership Programs, including continuation of the Orange County
Cities Partnership Program for 2016 and beyond; and
WHEREAS, the Parties desire to amend the Agreement; (1) to extend its term through December
31, 2018, (2) to provide an authorized budget for the 2016 Program, and (3) to otherwise update the
Agreement as required to reflect the extended 2016-2018 Program cycle.
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the Parties agree as follows:
1. Except as provided herein, and to the extent applicable, any reference in the Agreement, as amended,
to the "2010-2012 Program" shall hereby include the 2013-2014 Program, the 2015 Program and
shall also hereby include the 2016 Program.
2. Section 11 of the Agreement is hereby deleted in its entirety and replaced with the following:
"11. END DATE FOR PROGRAM AND ADMINISTRATIVE ACTIVITIES
Unless this Agreement is terminated pursuant to Section 25 (TERM AND
TERMINATION), or unless otherwise agreed to by the Parties or so ordered by the
Commission, the Parties shall complete all Program Administrative activities (as defined
in the Agreement) and all reporting requirements by no later than March 31, 2019, and all
Direct Implementation and Marketing & Outreach activities by no later than December
31, 2018."
3. Section 12 of the Agreement is hereby deleted in its entirety and replaced with the following:
"12. FINAL INVOICES
Each City must submit final invoices to Utility no later than March 31, 2019."
4. Section 25.1 of the Agreement is hereby deleted in its entirety and replaced with the following:
"25.1 TERM
This Agreement shall be effective as of the Effective Date. Subject to Section 37,
the Agreement shall continue in effect until March 31, 2019 unless otherwise terminated
in accordance with the provisions of Section 25.2 or 30 of the Agreement."
5. Section 26 of the Agreement is hereby deleted in its entirety and replaced with the following:
"26. WRITTEN NOTICES
Any written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by nationally
recognized overnight courier, or fust class mail, postage prepaid, to the address specified
below, or to another address specified in writing by a Party as follows:
THE ORANGE COUNTY CITIES:
City of Costa Mesa
Daniel Baker
Assistant to CEO
77 Fair Drive
Costa Mesa, CA 92648
Tel: (714) 754-5156
City of Fountain Valley
Stacy DeLong
Assistant Engineer
10200 Slater Avenue,
Fountain Valley, CA 92708
Tel: (714) 593-4443
City of Huntington Beach
Energy & Sustainability Projects Manager
2000 Main Street
Huntington Beach, CA 92648
Tel: (714) 536-5537
City of Newport Beach
Iris Lee
Senior Civil Engineer
100 Civic Center Drive
Newport Beach, CA 92660
Tel: (949) 644-3323
City of Westminster
Soroosh Rahbari
Building Official
8200 Westminster Blvd.
Westminster, CA 92683
Tel: (714) 898-3311, ext. 250
SCG:
Southern California Gas Company
Ann Teall
Energy Programs Advisor
555 W. Fifth Street, GT20B4
Los Angeles, CA 90013-1046
Notices shall be deemed received (a) if personally or hand -delivered, upon the date of
delivery to the address of the person to receive such notice if delivered before 5:00 p.m.
PST (or PDT, as applicable), or otherwise on the Business Day following personal delivery;
(b) if mailed, three (3) Business Days after the date the notice is postmarked; or (c) if by
overnight courier, on the Business Day following delivery to the overnight courier within
the time limits set by that courier for next -day delivery."
6. This Third Amendment may be executed in one or more counterparts, each of which shall be deemed
to be an original, but all of which together shall be deemed to be one and the same instrument.
7. Exhibit B to the Agreement is hereby deleted in its entirety and replaced with the version of Exhibit B
attached to this Third Amendment, which attached version is incorporated herein by reference and
made a part of the Agreement.
General. From and after the Second Amendment Effective Date, any reference to the Agreement
contained in any notice, request, certificate or other instrument, document or agreement shall be deemed
to mean the Agreement, as amended by any prior amendments to the Agreement, and this Third
Amendment. In the event of any conflict between the Agreement, as amended, and this Third
Amendment, this Third Amendment shall prevail. All remaining provisions of the Agreement shall
remain unchanged and in full force and effect. Each party is fully responsible for ensuring that the person
signing this Third Amendment on that party's behalf has the requisite legal authority to do so.
[SIGNATURES FOLLOW]
IN WITNESS WHEREOF, the Parties hereto have caused this Third Amendment to be executed by their
duly authorized representatives as of the Third Amendment Effective Date.
THE CITIES
CITY OF COSTA MESA
Lo
Name: Stephen Mensinger Name: Thomas R. Hatch
Title: Mayor
Title: CEO
Date: Date:
4
CITY OF FOUNTAIN VALLEY
By:
Name: Bob Hall
Title: City Manager
Date:
CITY OF HUNTINGTON BEACH
By:
Name: Jill Hardy
Title: Mayor
Date:
APPROVED AS TO FORM:
m
By:
Name: Fred Wilson
Title: City Manager
Date:
CITY OF NEWPORT BEACH:
By:
Name: Dave Kiff V
Title: City Manager
Date: 511,
APPROVED AS TO FORM:
City Attorney
Date: 119//6
PU�k
ATTEST:
0 J -1j. bvv��—
Leilini I. Brown, City Clerk
CITY OF WESTMINSTER
m
Name: Eddie Manfro
Title: City Manager
Date:
SCG:
SOUTHERN CALIFORNIA GAS COMPANY:
By: to;f
Name: Daniel J. Rendler
Title: Director, Customer Programs and Assistance
Date:
EXHIBIT B
2013-18 SCG Orange County Cities Partnership Goals and Budget
2013-2018 Energy Savings (Gross Therm
SCG Incentive From SCG Core Programs $240,000
2013-2015
2016
2017
2018
6 Year Total
SCG
120,000
40,000
I
40,000
40,000
240,000 Therm
OC Cities Partner Authorized Budget
Therm
Therm
Therm
Therm
$886,750
Other non -resource goals are contained in the SCG PIP in Exhibit A.
2013-2018 SCG OC Cities Partnership
2013-2018 Partnership Total Non -Incentive Budget $886,750
SCG Incentive From SCG Core Programs $240,000
2017
2018
SCG Administrative Other
$339,619
SCG Administrative Overhead
$42,225
Total Utility Authorized Budget
$381,844
SCG Authorized Budget
$7,000
Direct Inalementation $201,453
OC Cities Partner Authorized Budget
$504,906
$67,151
2013-18 Total Non -incentive Program Budget
$886,750
Pro'ected Allocations for OC Cities Authorized Budget $504,906
2013-2015
2016
2017
2018
Administration $30,000
$10,000
$10,000
$10,000
Marketing & Outreach $21,000
$7,000
$7,000
$7,000
Direct Inalementation $201,453
$67,151 1
$67,151 1
$67,151
Note: Incentive is a part of SCG Core Program's Incentive Budget. The incentive level is $1.00 per therm for
calculated measures. Incentives for deemed measures are in accordance with the incentive levels for the applicable
SCG Core Programs.
10
SM
THIRD AMENDMENT
THIS THIRD AMENDMENT ("THIRD AMENDMENT') TO THE AGREEMENT TO JOINTLY
DELIVER THE 2010-2012 ORANGE COUNTY ENERGY LEADER PARTNERSHIP PROGRAM
effective September 13, 2011 (as amended, the "Agreement') is effective as of January 1, 2016 (the "Third
Amendment Effective Date") by and between SOUTHERN CALIFORNIA EDISON COMPANY ("SCE"),
AND The CITY OF NEWPORT BEACH ("City"). Terms not otherwise defined herein shall have the
meaning ascribed to them in the Agreement. SCE may be referred to individually herein as the "Utility".
The Utility and City may be referred to herein individually as a "Party" or collectively as the "Parties."
RECITALS
WHEREAS, the Parties previously executed the Agreement effective September 13, 2011 and
subsequently amended the Agreement twice to extend its term through December 31, 2015 in accordance
with the applicable decisions of the California Public Utilities Commission ("Commission");
WHEREAS, on October 24, 2014, the Commission issued its Decision 14-10-046 approving the
continuation of the Energy Efficiency Partnership Programs, consistent with the terms and conditions set
forth in the Agreement ("2016 Program"), except as otherwise provided in this Third Amendment; and
WHEREAS, the Parties desire to further amend the Agreement as necessary to provide an
authorized budget for the 2016 Program and to update the Agreement as required to reflect the extended
2016 Program cycle.
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the Parties agree as follows:
1. To the extent applicable, any reference in the Agreement, as amended, to the "2010-2012 Program"
shall also hereby include the 2016 Program.
2. Section 11 of the Agreement is hereby deleted in its entirety and replaced with the following:
11. END DATE FOR PROGRAM AND ADMINISTRATIVE ACTIVITIES
Unless this Agreement is terminated pursuant to Section 25 below, or unless otherwise agreed
to by the Parties or so ordered by the Commission, the Parties shall complete all Program
Administrative activities (as defined in the PIP) and all reporting requirements by no later than
March 31, 2017, and all Direct Implementation and Marketing & Outreach activities by no later
than December 31, 2016,
3. Section 12 of the Agreement is hereby deleted in its entirety and replaced with the following:
12. FINAL INVOICES
The City must submit final invoices to the Utility no later than March 31, 2017.
4. Section 25.1 of the Agreement is hereby deleted in its entirety and replaced with the following:
25.1 Term. This Agreement shall be effective as of the Effective Date. Subject to Section 37,
the Agreement shall continue in effect until June 30, 2017 unless otherwise terminated in
accordance with this Agreement, as amended.
5. Exhibit B-1 (ENERGY LEADER PARTNERSHIP PROGRAM 2015 GOALS & PARTNER
BUDGET) of the Agreement is hereby deleted in its entirety and replaced with the version of Exhibit
B-1 (ENERGY LEADER PARTNERSHIP PROGRAM 2016 GOALS & PARTNER BUDGET FOR
the City) attached to this Third Amendment, which attached versions are incorporated herein by
reference and made a part of the Agreement.
6. Section 26 of the Agreement is hereby deleted in its entirety and replaced with the following:
26. WRITTEN NOTICES
Any written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by facsimile, nationally
recognized overnight courier, or first class mail, postage prepaid, to the address specified below,
or to another address specified in writing by a Party as follows:
City of Newport Beach SCE:
Iris Lee Southern California Edison Company
Senior Engineer Bernard Adebayo-Ige, Program Manager
100 Civic Center Drive 1515 Walnut Grove Avenue
Newport Beach, CA 92660 Rosemead, CA 91770
Notices shall be deemed received (a) if personally or hand -delivered, upon the date of delivery to
the address of the person to receive such notice if delivered before 5:00 p.m. PST (or PDT, as
applicable), or otherwise on the Business Day following personal delivery; (b) if mailed, three (3)
Business Days after the date the notice is postmarked; (c) if by facsimile, upon electronic
confirmation of transmission, followed by telephone notification of transmission by the noticing
Parry; or (d) if by overnight courier, on the Business Day following delivery to the overnight
courier within the time limits set by that courier for next -day delivery.
7. Upon the agreement of both Parties, this Agreement will be terminated no later than December 31,
2016 and replaced with a Council Resolution which will serve as the formal arrangement between
the Parties to engage in partnership activities delivering cost effective Energy Efficiency
programs consistent with the state's current energy policies and goals as authorized under the
relevant Commission decisions.
8. This Third Amendment may be executed in one or more counterparts and delivered by electronic
means, each of which shall be deemed to be an original, but all of which together shall be deemed
to be one and the same instrument.
9. General. From and after the Third Amendment Effective Date, any reference to the Agreement
contained in any notice, request, certificate or other instrument, document or agreement shall be
deemed to mean the Agreement, as amended by any prior amendments to the Agreement, and this
Third Amendment. In the event of any conflict between the Agreement, as amended, and this Third
Amendment, this Third Amendment shall prevail. All remaining provisions of the Agreement shall
remain unchanged and in full force and effect. Each party is fully responsible for ensuring that the
person signing this Third Amendment on that party's behalf has the requisite legal authority to do
SO.
[SIGNATURES FOLLOW ON NEXT PAGE]
IN WITNESS WHEREOF, the Parties hereto have caused this Third Amendment to be executed by their
duly authorized representatives as of the Third Amendment Effective Date.
THE CITY:
CITY OF NEWPORT BEACH
A California Municipal Corporation
By:
Name Printed: Dave Mff
Title: City Manager
Date: 71,11 JNA,
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
By: Dljj����
� ` \ V/ a VA L ---
Name Printed: Aaron C. Harp C.4M `210q I 1
Title: City Attorney
Date 2
ATTEST:
4
By: jg
�<*_ —
Name Printed: Leilani I. Brown �� �P()
Title: City Clerk te5
Date:
Z
SCE:
SOUTHERN CALIFORNIAXXdSON COMPANY
By: a'iw
Name Pr nted: Marc Ulrich
Title: Vice Pres'deent, Customer Programs and Services
Date: ti 5 60
[END OF SIGNATURES]
APPROVED
RUSSELL C. SWARTZ
S►. PradQant and
oun
f �Y zo
EXHIBIT B-1
ENERGY LEADER PARTNERSHIP PROGRAM 2016 GOALS & PARTNER BUDGET FOR
Orange County Cities Partnership Pronrams
2016 Program Year Budget Funding and Goals
2016 Partner Bud ett't
Budget Category
Maximum Partner
Budget for 2016
Administrative
$5,000
Marketing & Outreach
$15,000
Direct Implementation non-incentives$29,000
TBD
Total
$49,000
In addition to the 2016 Partner Budget shown above, SCE will provide project
incentives, technical assistance and strategic plan activities support to achieve
program goals up to the funding levels shown below in the 2016 SCE Funding
table.
2016 SCE Funding
Budget Category
Maximum SCE
Bud et for 2016
Incentive
$318,000
Technical Assistance
$15,000
Strategic Plan(2)
TBD
2016 Energy Savings Goal
Energy Savings kWh
2,026,750
Demand Reduction k
6
Footnotes:
(1) "Partner Budget' is utilized by all participating partners within the Partnership.
(2) Strategic Plan funding will be determined in 2116 and communicated to Partners.
SECOND AMENDMENT
3
THIS SECOND AMENDMENT ("SECOND AMENDMENT") TO THE AGREEMENT TO JOINTLY
DELIVER THE 2010-2012 ORANGE COUNTY CITIES ENERGY EFFICIENCY PARTNERSHIP
PROGRAM dated January 1, 2010 (the "Agreement" or the "Program") is effective as of January 1, 2015
(the "Second Amendment Effective Date") as defined below by and among SOUTHERN CALIFORNIA
GAS COMPANY ("SCG") AND THE CITY OF COSTA MESA, THE CITY OF FOUNTAIN
VALLEY, THE CITY OF HUNTINGTON BEACH, THE CITY OF WESTMINSTER and THE CITY
OF NEWPORT BEACH (the "Cities"). Terms not otherwise defined herein shall have the meaning
ascribed to them in the Agreement. SCG and the Cities may be referred to herein individually as a
"Party" and collectively as the "Parties."
RECITALS
WHEREAS, SCG and the Cities previously executed the Agreement effective January 1, 2010
and subsequently amended the Agreement to extend its term through December 31, 2014 in accordance
with the applicable decisions of the California Public Utilities Commission;
WHEREAS, on March 26, 2014, the Utility submitted its application ("2015 Application") for the
implementation of energy efficiency programs to be delivered to California utility customers for the years
2015, which includes the continuation of the Orange County Cities Partnership Program through 2015
("2015 Program");
WHEREAS, on October 24, 2014, the Commission issued a Final Decision (D.14-10-046)
approving the continuation of the Energy Efficiency Programs through 2015 (the "2015 Program"), and
the Parties wish to extend the Agreement through 2015 under the terms and conditions set forth in the
Agreement; and
WHEREAS, the Parties desire to further amend the Agreement as necessary to provide an
authorized budget for the 2015 Program and to update the Agreement as required to reflect the extended
2015 Program cycle.
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the Parties agree as follows:
1. Effective Date and Conditions Precedent to Effectiveness: The "Second Amendment Effective Date"
shall be the date by which all of the following conditions precedent have been met:
a. All Parties have signed this Second Amendment; and
b. The Commission has issued a Final Decision approving the Utility's respective 2015
Program as filed, or in a form acceptable to the Utility in its sole discretion.
2. Except as provided herein, and to the extent applicable, any reference in the Agreement to the "2010-
2012 Program" shall hereby include both the 2013-2014 Program and the 2015 Program.
Second Amendment I of 10
3. Section 11 of the Agreement is hereby deleted in its entirety and replaced with the following:
11. END DATE FOR PROGRAM AND ADMINISTRATIVE ACTIVITIES
Unless this Agreement is terminated pursuant to Section 25 (TERM AND TERMINATION),
or unless otherwise agreed to by the Parties or so ordered by the Commission, the Parties shall
complete all Program Administrative activities (as defined in the PIP) and all reporting
requirements by no later than March 31, 2016, and all Direct Implementation and Marketing &
Outreach activities by no later than December 31, 2015.
4, Section 12 of the Agreement is hereby deleted in its entirety and replaced with the following:
12. FINAL INVOICES
Each City must submit final invoices to SCG no later than March 31, 2016,
5. Section 25.1 of the Agreement is hereby deleted in its entirety and replaced with the following:
25.1 Term. This Agreement shall be effective as of the Effective Date. Subject to Section 37,
the Agreement shall continue in effect until June 30, 2016 unless otherwise terminated in
accordance with the provisions of Section 25.2 or 30 of the Agreement.
6. Section 26 of the Agreement is hereby deleted in its entirety and replaced with the following:
26. WRITTEN NOTICES
Any written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by facsimile, nationally
recognized overnight courier, or first class mail, postage prepaid, to the address specified below,
or to another address specified in writing by a Party as follows:
The OC Cities:
City of Costa Mesa
Daniel Baker
77 Fair Drive
Costa Mesa, CA 92648
Tel: (714) 754-5156
Email: dbaker@ci.costa-mesa.ca.us
City of Fountain Valley
Matt Mogensen, Management Analyst
10200 Slater Ave.
Fountain Valley, CA 92708
Tel: (714) 593-4412
Email: Matt. MoeensenOfountainvalley.org
SCG:
Southern California Gas Company
Ann Teall, Program Advisor
555 W. Fifth Street, GT20134
Los Angeles, CA 90013
Tel: (213) 244-5843
Email: ateall(a semprautilities.com
Second Amendment 2 of 10
City of Huntington Beach
Ken Dills
2000 Main Street
Huntington Beach, CA 92648
Tel: (714) 375-5055
Email: Wills e surfeit-hb.or.
City of Newport Beach
Iris Lee, Senior Civil Engineer
100 Civic Center Drive
Newport Beach, CA 92660
Tel: (949) 644-3323
Email: ILee .newportbeachca.gov
City of Westminster
Soroosh Rahbari, Building Official
8200 Westminster Blvd.
Westminster, CA 92683
Tel: (714) 898-3311, ext. 250
Email: sorooshrna ci.westminster.ca.us
Notices shall be deemed received (a) if personally or hand -delivered, upon the date of delivery to the
address of the person to receive such notice if delivered before 5:00 p.m. PST (or PDT, as applicable), or
otherwise on the Business Day following personal delivery; (b) if mailed, three (3) Business Days after
the date the notice is postmarked; (c) if by facsimile, upon electronic confirmation of transmission,
followed by telephone notification of transmission by the noticing Party; or (d) if by overnight courier, on
the Business Day following delivery to the overnight courier within the time limits set by that courier for
next -day delivery.
7. This Second Amendment may be executed in one or more counterparts, each of which shall be
deemed to be an original, but all of which together shall be deemed to be one and the same
instrument.
8. Exhibit B (2010-12 ORANGE COUNTY CITIES PARTNERSHIP PROGRAM GOALS AND
BUDGET) of the Agreement are hereby deleted in their entirety and replaced with the version of
Exhibit B (2013-2015 ORANGE COUNTY CITIES PARTNERSHIP PROGRAM GOALS AND
BUDGET) attached to this Second Amendment, which attached version is incorporated herein by
reference and made a part of the Agreement.
9. General. From and after the Second Amendment Effective Date, any reference to the Agreement
contained in any notice, request, certificate or other instrument, document or agreement shall be
deemed to mean the Agreement, as amended by this Second Amendment. In the event of any conflict
between the Agreement, as amended, and this Second Amendment, this Second Amendment shall
prevail. All remaining provisions of the Agreement shall remain unchanged and in full force and
effect. Each party is fully responsible for ensuring that the person signing this Second Amendment on
that parry's behalf has the requisite legal authority to do so.
Second Amendment 3 of 10
[SIGNATURES FOLLOW]
IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to be executed by their
duly authorized representatives as of the Second Amendment Effective Date.
The Cities:
CITY O +
By:
Name Printed: terp en ensinger
'Title: Mayor
Date:
By: F
Name Printed: Thomas R. Hatch
Title: CEO
Date:
Second Amendment If of Im
CITY OF FOUNTAIN VALLEY
Title: City Manager
Date: 11W J I+{'
Second Amendment 5 of 10
CITY OF HUNTINGTON BEACH
Title: Mayor
Date: )-- $
By:
Nam*rinte: ilson
Title: CiManager
Date: F .Ms -
APPROVED AS TO FORM
BY.
.��f ly��` '//zy,.)jf
P.- Michael Gate's, City Attorney
Second Amendment 6 of 10
CITY OF NEWPORT BEACH
By:
Name Printed: Dave Kiff
Title: City Manager
Date: I'Li 0►11'0 %!A
APPROVED AS TO rOWj'
r l�
City attorney o M w Is I ih
ATTEST,
mh( %►1�GV�-�
Leilani 1. Brown, City Clerk
Date:.
Second Amendment 7 of 10
CITY OF WESTMINSTER
ri,
Name Printed: Eddie Manfro
Title: City Nanagef
Date: 7A11115--
Second Amendment 8 of 10
SCG:
SOUTHERN CALIFORNIA GAS COMPANY
By:
Name Printed: Daniel Rendler
Title: Director, Customer Programs and Assistance
Date:
Second Amendment 9 of 10
EXHIBIT B
2013-15 Orange County Cities Partnership Program Goals and Budget
2013-2015 Energy Savings (Gross Therm)
$425,641
2014
2013
2014
2015
3 -Year Total
SCG
40,000 Therm
40,000 Therm
40,000 Therm
]20,000 Therm
Other non -resource goals are contained in the SCG PIP in Exhibit A.
SCG 2013-2015 OC Cities Partnership
Total Non -Incentive Budget
$425,641
2014
SCG Authorized Budget
2013-2014
(Previous)
2015
2013-2015
Tota} Budget
$10,000
Marketing & Outreach
$7,000
$7,000
SCG Administrative Other
$90,687
$62,233
$152,920
SCG Administrative Overhead
$12,949
$7,319
$20,268
Total Utility Authorized Budget
$103,636
$69,552
$173,188
OC Cities Authorized Budget
$168,302
$84,151
$252,453
2013-15 Total Non -incentive
Program Budget
$271,938
$153,703
$425,641
Projected Allocations for OC Cities Authorized Budget $252,453
Note: Incentive is a part of SCG Core Program's Incentive Budget. The incentive level is $1.00 per therm for
calculated measures or 80% of the equipment cost, whichever is the lesser of the two. Incentives for deemed
measures are in accordance with the incentive levels for the applicable SCG Core Programs.
Second Amendment 10 of 10
2013
2014
2015
Administration
$10,000
$10,000
$10,000
Marketing & Outreach
$7,000
$7,000
$7,000
Direct Implementation
$67,151
$67,151
$67,151
Note: Incentive is a part of SCG Core Program's Incentive Budget. The incentive level is $1.00 per therm for
calculated measures or 80% of the equipment cost, whichever is the lesser of the two. Incentives for deemed
measures are in accordance with the incentive levels for the applicable SCG Core Programs.
Second Amendment 10 of 10
SECOND AMENDMENT
THIS SECOND AMENDMENT ("SECOND AMENDMENT") TO THE AGREEMENT TO JOINTLY
DELIVER THE 2010-2012 ORANGE COUNTY CITIES ENERGY EFFICIENCY PARTNERSHIP
PROGRAM dated January 1, 2010 (the "Agreement" or the "Program') is effective as of January 1, 2015
(the "Second Amendment Effective Date") as defined below by and among SOUTHERN CALIFORNIA
GAS COMPANY ("SCG") AND THE CITY OF COSTA MESA, THE CITY OF FOUNTAIN
VALLEY, THE CITY OF HUNTINGTON BEACH, THE CITY OF WESTMINSTER and THE CITY
OF NEWPORT BEACH (the "Cities'). Terms not otherwise defined herein shall have the meaning
ascribed to them in the Agreement. SCG and the Cities may be referred to herein individually as a
"Party' and collectively as the "Parties."
RECITALS
WHEREAS, SCG and the Cities previously executed the Agreement effective January 1, 2010
and subsequently amended the Agreement to extend its term through December 31, 2014 in accordance
with the applicable decisions of the California Public Utilities Commission;
WHEREAS, on March 26, 2014, the Utility submitted its application ("2015 Application') for the
implementation of energy efficiency programs to be delivered to California utility customers for the years
2015, which includes the continuation of the Orange County Cities Partnership Program through 2015
("2015 Program");
WHEREAS, on October 24, 2014, the Commission issued a Final Decision (D.14-10-046)
approving the continuation of the Energy Efficiency Programs through 2015 (the "2015 Program"), and
the Parties wish to extend the Agreement through 2015 under the terns and conditions set forth in the
Agreement; and
WHEREAS, the Parties desire to further amend the Agreement as necessary to provide an
authorized budget for the 2015 Program and to update the Agreement as required to reflect the extended
2015 Program cycle.
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the Parties agree as follows:
1. Effective Date and Conditions Precedent to Effectiveness: The "Second Amendment Effective Date"
shall be the date by which all of the following conditions precedent have been met:
a. All Parties have signed this Second Amendment; and
b. The Commission has issued a Final Decision approving the Utility's respective 2015
Program as filed, or in a form acceptable to the Utility in its sole discretion.
2. Except as provided herein, and to the extent applicable, any reference in the Agreement to the 'W10-
2012 Program" shall hereby include both the 2013-2014 Program and the 2015 Program.
Second Amendment
Iof10
3. Section I I of the Agreement is hereby deleted in its entirety and replaced with the following:
11. END DATE FOR PROGRAM AND ADMINISTRATIVE ACTIVITIES
Unless this Agreement is terminated pursuant to Section 25 (TERM AND TERMINATION),
or unless otherwise agreed to by the Parties or so ordered by the Commission, the Parties shall
complete all Program Administrative activities (as defined in the PIP) and all reporting
requirements by no later than March 31, 2016, and all Direct Implementation and Marketing &
Outreach activities by no later than December 31, 2015.
4. Section 12 of the Agreement is hereby deleted in its entirety and replaced with the following:
12. FINAL INVOICES
Each City must submit final invoices to SCG no later than March 31, 2016.
5. Section 25.1 of the Agreement is hereby deleted in its entirety and replaced with the following:
25.1 Terni. This Agreement shall be effective as of the Effective Date. Subject to Section 37,
the Agreement shall continue in effect until lune 30, 2016 unless otherwise terminated in
accordance with the provisions of Section 25.2 or 30 of the Agreement.
6. Section 26 of the Agreement is hereby deleted in its entirety and replaced with the following:
26. WRITTEN NOTICES
Any written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by facsimile, nationally
recognized overnight courier, or first class mail, postage prepaid, to the address specified below,
or to another address specified in writing by a Party as follows:
The OC Cities:
City orCosta Mesa
Daniel Baker
77 Fair Drive
Costa Mesa, CA 92648
Tel: (714) 754-5156
Email: dbakerreDci.costa-mesa.Ca.us
City of Fountain Valley
Matt Mogensen, Management Analyst
10200 Slater Ave.
Fountain Valley, CA 92708
Tel: (714) 593-4412
Email: Mitt.Mo eig isen(fountainvalley.org
SCG:
Southern California Gas Company
Ann Teall, Program Advisor
555 W. Fifth Street, GT20134
Los Angeles, CA 90013
Tel: (213) 244-5843
Entail: ateall a)semprautilities.com
Second Amendment 2 of 10
City of Huntington Beach
Ken Dills
2000 Main Street
Huntington Beach, CA 92648
Tel: (714) 375-5055
Email: kdiIts fetsurfcity-hb.ora
City of Newport Beach
Iris Lee, Senior Civil Engineer
100 Civic Center Drive
Newport Beach, CA 92660
Tel: (949) 644-3323
Email: 11-ce@newportbeaclica.gov
,newportbeachca.gov
City of Westminster
Soroosh Rahbari, Building Official
8200 Westminster Blvd.
Westminster, CA 92683
Tel: (714) 898-3311, cxt. 250
Email: sorooshrrrci.westminster.ca.us
Notices shall be deemed received (a) if personally or hand -delivered, upon the date of delivery to the
address of the person to receive such notice if delivered before 5:00 p.m. PST (or PDT, as applicable), or
otherwise on the Business Day following personal delivery; (b) if mailed, three (3) Business Days after
the date the notice is postmarked; (c) if by facsimile, upon electronic confinnation of transmission,
followed by telephone notification of transmission by the noticing Party; or (d) if by overnight courier, on
the Business Day following delivery to the overnight courier within the time limits set by that courier for
next -day delivery.
This Second Amendment may be executed in one or more counterparts, each of which shall be
deemed to be an original, but all of which together shall be deemed to be one and the same
instrument.
8. Exhibit B (2010-12 ORANGE COUNTY CITIES PARTNERSHIP PROGRAM GOALS AND
BUDGET) of the Agreement are hereby deleted in their entirety and replaced with the version of
Exhibit B (2013-2015 ORANGE COUNTY CITIES PARTNERSHIP PROGRAM GOALS AND
BUDGET) attached to this Second Amendment, which attached version is incorporated herein by
reference and made a part of the Agreement.
9. General. From and after the Second Amendment Effective Date, any reference to the Agreement
contained in any notice, request, certificate or other instrument, document or agreement shall be
deemed to mean the Agreement, as amended by this Second Amendment. In the event of any conflict
between the Agreement, as amended, and this Second Amendment, this Second Amendment shall
prevail. All remaining provisions of the Agreement shall remain unchanged and in full force and
effect. Each party is fully responsible for ensuring that the person signing this Second Amendment on
that party's behalf has the requisite legal authority to do so.
Second Amendment 3 of 10
[SIGNATURES FOLLOW]
IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to be executed by their
duly authorized representatives as of the Second Amendment Effective Date.
The Citi" :
CITY OF COSTA MESA
By:
Name Printed: Eric Bever
Title: Mayor
Date:
By:
Name Printed: Thomas & Hatch
Title: CEO
Date:
Second Amendment 4 of 10
CITY OF FOUNTAIN VALLEY
By:
Name Printed: Raymond H. Kromer
Title: City Manager
Date:
Second Amendment 5 of 10
CITY OF HUNTINGTON BEACH
BY:
Name Printed: Matthew Harper
Title: Mayor
Date:
By:
Name Printed: Fred Wilson
Title: City Manager
Date:
Second Amendment 6 of 10
CITY OF NEWPORT BEACH
By:
Name Printed: Dave Kiff
Title: City Manager
Date: 12 q) ip1'-C
APPROVED AS TO FOWAI?
Vl�
t,.IiV Attorney M .i �s
ATTEST:
Lellani I. Brown, Utty UerK
Date:
Second Amendment 7 of 10
CITY OF WESTMINSTER
By:
Name Printed: Mitch Waller
Title: City Manager
Date:
Second Amendment 8 of 10
SCG:
SOUTHERN CALIFORNIA GAS COMPANY
By: Ad, &A&
Name Printed: Daniel Rendler
Title: Director, Customer Programs and Assistance
Date: II 1 Z I f lg
Second Amendment 9 of 10
EXHIBIT B
2013-15 Orange County Cities Partnership Program Goals and Budget
2013-2015 Energy Savings (Gross Therm)
$425,641
2014
2013
2014
2015
3 -Year Total
SCG
40,000 Therm
40,000 Therm
40,000 Therm
120,000 Therm
Other non -resource goals are contained in the SCG PIP in Exhibit A.
SCG 2013-2015 OC Cities Partnership
Total Non -Incentive Budget
$425,641
2014
SCC Authorized Budget
2013-2014
(Previous)
2015
2013-2015
Total Budget
$10,000
Marketing & Outreach
$7,000
$7,000
SCG Administrative Other
$90,687
$62,233
$152,920
SCG Administrative Overhead
$12,949
$7,319
$20,268
Total Utility Authorized Budget
$103,636
$69,552
$173,188
OC Cities Authorized Budget
$168,302
$84,151
$252,453
2013-15 Total Non -incentive
Program Budget
$271,938
$153,703
$425,641
Projected Allocations for OC Cities Authorized Budget $252,453
Note: Incentive is a part of SCG Core Program's incentive Budget. The incentive level is $1.00 per therm for
calculated measures or 80% of the equipment cost, whichever is the lesser of the two. Incentives for deemed
measures are in accordance with the incentive levels for the applicable SCG Core Programs.
Second Amendment 10 of 10
2013
2014
2015
Administration
$10,000
$10,000
$10,000
Marketing & Outreach
$7,000
$7,000
$7,000
Direct Implementation
$67,151
$67,151
$67,151
Note: Incentive is a part of SCG Core Program's incentive Budget. The incentive level is $1.00 per therm for
calculated measures or 80% of the equipment cost, whichever is the lesser of the two. Incentives for deemed
measures are in accordance with the incentive levels for the applicable SCG Core Programs.
Second Amendment 10 of 10
FIRST AMI`.'NDMENT
THIS FIRST AMENDMENT ("FIRST AMENDMENT") TO THE At RE,FAIEINT TO JOENTLY
DE'LIVER THE 2010-2012 ORANGE COUNTY CITIES ENERGY EFFICIENCY PARTNERSHIP
PROGRAM dated January 1, 2010 (the "Agreemenf'or the "2010-2012 Program") is effective as of the
First Amendment Effective Date las defined below) by and among SOUTHERN CALIFORNIA GAS
L1110 COMPANY ('SCG') AND THE, crry OF COSTA MESA, THE CITY OF FOUNTAIN VAJ-,LEY,
'IHE CTrY OF HUNT]INGTON BEACH, THE CITY OF WESTMINSTER (the "Cities') and THE
CITY OF NEWPORT BEACH. Terms net otherwise defined herein shall have the meaning ascribed to
them in the Agreement. SCG and the Cities may be referred to herein individually as a "Parts.' and
collectively as the `Parties."
KLCITALS
WHEREAS, SCG and the Cities previously executed the Agreement effective January 1, 2010;
WHEREAS, SCG and the Cities wish to add the City of Newport Beach C"Ncwpmt Beach) as a
party to the Agreement and include Newport Beach within in the defined terms of the Parties and the
Cities;
A'HEREAS, Newport Beach agrees to be bound by all the terms and conditions of the
Agreement, and
WHEREAS, the Parties desire to enter into this Amendment to add Newport Beach to the
Program,
WHEREAS, on May 19, 2012, the Commission issued a Decision Providing Guidance on 2013-
2014 Energy Efficiency Portfolios and 2012 Marketing, Education, and Outreach ("Final Quidance
Decision") guiding the Utility to continue the 2010-2012 Program through a two year 2013-2014
transition period (hereinafter referred to as the "2013-2014 Program'').
WHEREAS, on July 2, 2012, the Utility submitted its application ("2013-2014 Applicatiorf') for
the implementation of energy efficiency programs to be delivered to California utility customers for the
years 2013 through 2014, which included the 2013-2014 Program;
WHEREAS, on November 13, 2012, the Commission issued a Final Decision approving the
2013-2014 Application as submitted ("Final Dccision"), thereby approving continuation of energy
efficiency programs, which includes the 2013-2014 Program, and the Parties desire to extend the
Agreement through 2014 under the terms and conditions set forth in the Agm-intent, except as otherwise
provided in this First Amendment; and
WHEREAS, the Parties desire to further amend the Agreement as necessary to provide an
authorized budget for the 2013-2014 Program and to update the Agreement as required to reflect the
exleaded 2013-2014 Program cycle,
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the Parties agree as follows:
Amendment I I of4
I Newport Beach is hereby added as a Party and an additional City to the. Agreement and is hereby
subject to all terms and conditions of the Agreement as of the First Atrendment Effective Bate, as
defused i it Section 2 below.
2. Effective Date & Conditions Precedent to tsffectiveness: The "First Amendment Effective Date" shall
be the date by which all of the following conditions precedent have been met:
a. All Parties have signed this First Amendment; and
b. The Cora nission has issued a Final Decision approving the utility's respective 2013-
2014 Application as filed„ or in a form acceptable to the Utility in its sole discretion.
3. Except as provided herein, and to the extent applicable, any reference in the Agreement to the `°2010-
2012 Program" shall hereby include both the 2010-2012 Program and the 2013-2014 Program,
4, Section 1.15 of the Agreement is hereby deleted in its entirety and replaced with the following:
1.15 PIP or Program Implementation Plan: The most recent Commission decision approved and
publicly available plan for implementing the Program in each Utility's service territory
5. Section l I of the Agreement its hereby deleted in its entirety and replaced with the following:
11. END DATE: FOR PROGRAM XND ADMPs ISTRATAIEE ACTIVITIES
Urdess this Agreement is terminated pursuant to Section 25 below, or unless otherwise agreed
to by the Parties or so ordered by the Commission, the Parties shall complete alI Program
Administrative activities (as defined in the PIP) and all reporting requirements by no later than
March 31. 2015, and all Direct Implementation and Marketing & Outreach activities by no later
than December 31, 2014.
6. Section 12 of the Agreement is hereby deleted in its entirety and replaced with the following:
12. FINAL INVOICES
Fach City must subinit final invoices to SC 6 no later than March 31, 2015.
7. Section 25.1 of the Agreement is hereby deleted in its entirety and replaced with the following:
35.1 1 ua?l. This Agreement shall be effective as of the Effective Date. Subject to Section 37,
the Agreement shall continue in effect until Juste 30, 2015 unless otherwise terminated in
accordance with the provisions of Section 25.2 or 30 of the Agreement.
S. Section 26 of the Agreement is hereby deleted in its entirety and replaced with the fallowing:
26. WRrFfFN, NOTICES
Anv written notice, demand or request required or authorized in connection with this
Agreement, shall be deemed properly given if delivered in person or sent by facsimile„ nationally
recognized overnight courier, or first class mail, postage prepaid, to the address specified below,
or to another address specified in writing by a Party as follows:
Amendment 1 2 of 4
The OC Cities:
City of Costa Mesa
Daniel Baker
77 Fair Drive
Costa Mesa, CA 92648
Tel: (714) 754.5156
Enaal,. dbakettct caste -mesa ua.us
City of Fountain Valley
Matt Mogensen, Management Analyst
10200 Slater Ave.
Fountain Valley, CA 92708
Tel. (714) 593-4412
Email Matt Gfo_ cr a_t'runtaindalleti.cxrF
Civy of Huntington Beach
Aaron Klemm
2000 Main Street
Huntington Beach, CA 9264€
Tel: (714) 536-5537
Entail: Aaron.Klerani a surfcity-hli o
City of Newport Beach
Iris Lee, Senior Civil Engineer
3300 Newport Beach Blvd,
Newport Beach, CA 92663
TeL (949) 644-3323
Email If ee u'.netix oa tbeazbro"gov_'
City of Westminster
Soroosb Rahbari, Building Official
8200 Westminster Blvd.
Westminster, CA 92683
Tel: (714) 898-3311, ext. 250
Email sPto c>shr„ c u,estatsin,5cer.ca.us
SCO:
Southern California Gas Company
Ann Teall, Program Advisor
555 W. Filth Street, GT20B4
Los Angeles, CA 90013
Tel: (21 3) 244-5843
Email: ateali t t:mprauttliltes.corn
Notices shall be deemed received (a) if personally or hand -delivered, upon the date of delivery to the
address of the person to receive such notice if delivered before 5:00 p.m. PSI` (or PDT, as applicable), or
otherwise on the Business Day following Personal delivery. (b) if mailed, three (3) Business Days after
the date the notice is postmarked: (c) if by facsimile, upon electronic confirmation of transmission,
followed by telephone notification of transmission by the noticing Party: or (d) if by overnight courier, on
the Business Day following delivery to the overnight courier within the time limits set by that courier for
next -day delivery.
9_ This First Amendment may be executed in one or more counterparts, each of which shall be deemed
to be an original, but all of which together shall be deemed to be one and the same instrument,
10. Exhibit A (SOUTHERN CALIFORNIA GAS COMPANY PROGRAM IMPLEAMENTATION
PLAIN) and Exhibit B (SC UFFHER.N" CALIFORNIA GAS COMPANY 2010-12 GOALS &
Amendment 1 3 of
BUDGET FOR OC CITIES) attached to this First Amendment, which attached versions are
incorporated herein by refcrence and maiden part of the Agreement.
11, Cicnero, From and atter the First Amendment Effective Date, any reference to the Agreement
contained in arty notice, request, certificate or oilier instrument, document or agreement shall be
deemed to mean the Agreement, a.; amended by this First Amendment, In the event of any conflict
between the, Agreement and this First Amendment, this First Amendment shall prevail. All remaining
provisions of the .Agreement shall remain unchanged and in full fierce and effect, Each party is Putty
responsible for ensuring that the person signing this First Amendment on that party's behalf" has the
requisite legal authorityr to do so,.
[SIGNATURES FOLLOW 0:4 NEXT PAGE]
Amendment 1 4 of4
IN bVITNESS WHEREOF, the Parties hereto have caused this First Amendment to he executed by their
duty authorized representatives as of the First Amendment Effective Date,
The Cities:
CITY OF COSTA MESA.
Name: Eric Bever Name: Thomas R. hatch
Title: Mayor Title: CEO
Date: Date:
CITY OF FOUNTAIN VALLEY
Name: Raymond H. Kromer
Title: City Manager
Date:
CITY OF HUNTINGTON BEACH
Name: Don Hansen Name: Fred Wilson
Title: Mayor Title- City Manager
Date: Date:
Amendment 1 5 of 4
CI'T'Y OF NEWPORT BEACH
Name: Dave kiff
Title: City Manager
Date: l it
APPROVED AS TO FORM.
City Attorney's Office
Name: Aaron C. Harp
Title: City attorney
Date:
A"£°PEST TO:
k P,
w,. Y
Name: Leilani I. Brown
Tine: City Clerk
Date:
r
CITY OF WESTMINSTER
Nance. Mitch 4Yaller
Title. City, Tanager
Date.
,amendment 1 6 of
SCC::
SOUTHERN CALIFORNIA GAS COMPANY
By:
Name Printed: Gillian Wright
Title: Director, Customer Programs
Date: 201:3
Amendment 1 7 of 4
PROGRAM IMPLEMENTA'T'ION PLAN
1) Program Name and Program ID number
Program Name: Orange County Cities Partnership
Program ID Number. TBD
2) Projected Program Budget Table
Table I I
These budget numbers are presented in Appendix 0 Energy Division Tables, Graphs Pie Charts:
Table 7.1 - 2005.2011 IOU Strategic Planning Program Budget
3) Projected Program Gross Impacts Table
INfirallon of Table t Column W"ngs Total_ 6:a1 a is the sum of all other Ccrrnns presented here
Total Adn"strative Goal mciudes all Managerd and Clerical t-bcu, Human Rescwrce Support and Development Travel and
Conference Face, and Ganem and Adwirialrafive Ovadread Qatar and }.
Total Direca tmokrtrantalon— includes all fitandei incentives used to promote partlGipation m a program and the cost of all drect
labor, installation and sendca labor, hardware and materials, and rebals processing and inspection used to promote participation
In a program.
Totat Mrketirm 8 Outreach includes all meda buy costs and labor associated with matkettrg production.
Integrated qd to O.Ow Programs; incttrdes budget tKized to carmlinate win other EE, OR, or OG program,
Tula}6udaetIsthe sum of al otherodumns presented here
Definition of Srib Program: A'sub•pmgmm` of a program has a spec& title: targets; budget uses a unitlue delivery or marketing
approach not used across the entire program; and for raw= programa, has specific oslmated savings and demand hpads.
2010-12 Orange County Cities Partnership Program Agreement 23
t t t 14 f,
bra int
��`,A��kt 3t rtt
� 14V iP�t�vS
t
�^14;�a�a a.. .�. M1x .` @ t}, 'act v `t
�x.
° ,f• 1
i
��iX�r x.�t4ll `Ftc lnhfi.
These budget numbers are presented in Appendix 0 Energy Division Tables, Graphs Pie Charts:
Table 7.1 - 2005.2011 IOU Strategic Planning Program Budget
3) Projected Program Gross Impacts Table
INfirallon of Table t Column W"ngs Total_ 6:a1 a is the sum of all other Ccrrnns presented here
Total Adn"strative Goal mciudes all Managerd and Clerical t-bcu, Human Rescwrce Support and Development Travel and
Conference Face, and Ganem and Adwirialrafive Ovadread Qatar and }.
Total Direca tmokrtrantalon— includes all fitandei incentives used to promote partlGipation m a program and the cost of all drect
labor, installation and sendca labor, hardware and materials, and rebals processing and inspection used to promote participation
In a program.
Totat Mrketirm 8 Outreach includes all meda buy costs and labor associated with matkettrg production.
Integrated qd to O.Ow Programs; incttrdes budget tKized to carmlinate win other EE, OR, or OG program,
Tula}6udaetIsthe sum of al otherodumns presented here
Definition of Srib Program: A'sub•pmgmm` of a program has a spec& title: targets; budget uses a unitlue delivery or marketing
approach not used across the entire program; and for raw= programa, has specific oslmated savings and demand hpads.
2010-12 Orange County Cities Partnership Program Agreement 23
These budget numbers are presented in Appendix Cz Energy Division Tables, Graphs Pie Charts:
Table 7.1 - 2009 - 2011 IOU Strategic Planning Program Budget
4) Program Element Description and Implementation Plan
a) List of Rmawn elements
Program elements are described below.
b) Overview'
Core ,Program Element A - Government Facilities
A.S. Retrofit of county and municipal facilities
The four cities in the Orange County Partnership are developing detailed lists of facilities that will be
retrofitted during the three-year program Many of #hese faci#kies and their respective energy savings
have been identified and quantified. Other buildings have been audited by the CEC, and the
Partnership is awaiting the CEC's reports.
Municipal facilities energy efficiency is a big component of Huntington Beach's local govemmixt
partnorshlp. It will consist of numerous projects in 2 phases. Phase i consists of Monitoring Based
Commissioning of the 2 largest municipal facilities in the City and IT energy saving retrofits such as
server virtualization, network energy management software and HVAC retrofits of server rooms,.
Phase 2 energy projects will consist of lighting system redesign & retrofits, HVAC retrofits, Pumping
retrofits, boiler retrofits, domestic hot water, and building envelope improvements.
A.2. Retro-coommissiouing Wbuild€ngs and clusters of buildings)
The cities are including this means of achieving significant energy savings in their plans. See A. i
above.
A.3. Integrating Demand Response into the audits
SCG will help promote participation in demand response programs. Each city plans to increase its
participation in demand response accordingly. Integrated EFJDR audits will be conducted in eligible
facilities.
A.4. Technical Assistance for project management, training, audits, etc. .
Each partnership has a specific budget for each of these activities.
A,5).Ou-Bill Financing
2010-12 Orange County Cities Partnership Program Agreement 24
Each city in the partnership has indicated a keen interest In using On -bill financing (OBF). The
extent of participation in OBF will be limited only by the according to OBF guidelines approved by
the CPUC.
Core Program Element B - Strategic Plao Support
BA Code Compliance Support
The Partnership will support the infivkhatl cities as they examine ways to increase compliance with
existing codes. Each partner is aware that this is an area where increased enforcement can result in
substantial energy savings and greenhouse gas enrissions. The partnership will provide training,
technical assistance and additional support from SCE's, and SCG's Codes and Stamdards program to
help build capacity in local government to address code compliance issues.
B.2), Reach Code
The cities in this Partnership are also interested in establishing meaningful reach codes as part of its
effort secure long term energy savings and greenhouse gas emissions in support of the CLTEESP.
The Painters will consider what other cities have done and will benefit from process, templates and
other best practices. See Table 6for more details.
B.3). Guiding Document(s) Support
At least one of the cities offers information at the city's building permit office on best practices and
energy efficiency opportunities through the utility's programs. Significant enha icemems to this
practice are planned for the 2049 —2011 program cycle. The Partnership intends to make available
training, documents and templates to help cities develop their climate and cnergy action plans,
especially as it relates to utility energy elements .
B.5) Financing for the community
The Partners are aware of the opportunities for financing provided by All 811 and will be examining
its possibilities. The Partnership will provide AB811 presentation and technical assistance through
the Peer-to-peer support network.
B.5) Peer to Peer Support
IOUs intend to develop an effective means by which each city participating in partnerships, past and
present, can readily share information with others. Conference calls including all Parmerships as well
as conferences wilt be conducted on a routine basis.
Core Program Element C - Core Program Coordination
CA) . Outreach and Education
The partnership has a portion of its budget specifically allocated to outreach and education to
demonstrate local government leadership and to provide the community with opportunities to provide
energy actions and reduce the community's environmental footprint. ME&O activities will consist of
staff training, Huntington Beach Green Corp citizen & Environmental Board training, SCE's Mobile
Education Unit at the Annual Green Expo, Stipends for HE Green Corp home and business energy &
green audits & onsite retrofits, Support for Huntington Beach's annual environmental awards,
publishing of Huntington Beach's case studies and strategic sustainability and energy plans and
potentially implementing an AB 811 financing mechanism for citizens of Huntington Beach.
C.2) Residential and Small Business Direct Install
2010-12 Orange County Cities Partnership Program Agreement 25
There are no activities planned for direct install in homes and business at this time. However,
outreach will be done in the communication to create awareness of energy services and programs as
mentioned in C.1.
C.3.) Third -party Program coordination
The Partnership will execute community events appropriate for a third party contractor to execute,
such as light exchange events.
C,4) Retrofits for just -above LiEE qualitled customers
Only coordination activities contemplated.
C.5 Technical Assistance Per program management, training, audits, at-
-a specific portion of the partnership budget is allocated specifically for this activity. See Table 6 for
more details.
c) Non -incentive Services,
• Tram Huntington Beach Green Corps of citizen volunteers to provide energy efficiency
audits for residential, small commercial and low-income citizens of Huntington Beach,
provide stipends to riftet background checks and expenses.
• Study & consider volrm my "reach" green codes, similar to the HB Goes Green Residential
Scorecard that is currently In a pilot project made.
• Support for the annual Bnvirounicrital Award
• Publishing case studies and sustaftudi lity and energy/climate plans with support from
available programs and finding somees.
• Strategic plan support. The city of Costa Mesa would like to extend its existing green
building pen ui waiver program.
d)orgetaudionce
• All Municipal Facilities: City Halls, Civic Center, Police Departments, Libraries, Social
Services, Community Centers, Sports Fields, Medical Facilities, Parks, and water
infeastructure.
• Additionally, citizens and businesses and city stature the target audience for partner cities.
e) IMplementat o
The program will be cost-effectively implemented with customized incentives for the retro -
commissioning and retrofitting of partner cities` municipal facilities based on SCG enhanced
incentives for LOPS.
5) Program Element Rationale and Expected Outcome
a) Quantitative Baseline and Market Transfurmatimilpformation
`cable 3
Baseline Metric
Metric A
Metric B Metric C
Pro lenient
Refer to the overarching PIP section
b) Market TraxisformLm lrti'ormL-
2010-12 Orange County Cities Partnership Program Agreement 26
Table 4
Market Transformation Plantain Estimates
RM&ramMement 2009 2010 2013
Metric A
Metric B
Metric C
Etc.
Refer to the overarching PIP section
c) Program Dosign to Overcorpe Barrigg
In this Partnership, the barriers and strategies to overcome them are the traditional resource
barriers of expertise and funding as outlined in the Maxtor PIP.
d) Ongntttativc Promm {)bjectrves:
Table S
B) Other Program Element Attributes
a) Best Pract9m
Same as outlined in the Master PIP.
b) Innovation
Demonstrate environmental stewardship and community leadership in support of the CLTEESP
by developing a municipal sustainability dashboard to simplify sustainability reporting including
energy efficiency and renewable energy,
c) Interagency Coon, ins' n
Huntington Beach is a PIER program partner and is planning on installing Bi -level area lights and
Enforma diagnostic software. Huntington Beach has a materials recovery facility in its
jurisdiction, and will be partnering to develop a RESCO grant proposal for the CEC utilizing
indigenous renewable energy resources in Huntington Beach. The partnership will provide
technical assistance and other support though the Codes and Standards program and its
relationship with PIER as well as facilitate support from other programs and organizations
through its network of consultants, engaged for this purpose.
d) IniegratedtcoordinatedDamand Side Manaeement
2010-12 Orange County Cities Partnership Program Agreement 21
Program
Program Program
Target by
Target by Target by
Target
Pram Element
2009
2010 2011
!
Natural t7as Savings fOress Therm},
40000
80 600 32 000
2
Number of Worksho
TBD
TBD TBD
3 .
Number of Ordinances, C etc. __.
TBD
TBD TBD
4
# of ME&O Events conducted that target
TBD
TBD TBD
Residential customers
B) Other Program Element Attributes
a) Best Pract9m
Same as outlined in the Master PIP.
b) Innovation
Demonstrate environmental stewardship and community leadership in support of the CLTEESP
by developing a municipal sustainability dashboard to simplify sustainability reporting including
energy efficiency and renewable energy,
c) Interagency Coon, ins' n
Huntington Beach is a PIER program partner and is planning on installing Bi -level area lights and
Enforma diagnostic software. Huntington Beach has a materials recovery facility in its
jurisdiction, and will be partnering to develop a RESCO grant proposal for the CEC utilizing
indigenous renewable energy resources in Huntington Beach. The partnership will provide
technical assistance and other support though the Codes and Standards program and its
relationship with PIER as well as facilitate support from other programs and organizations
through its network of consultants, engaged for this purpose.
d) IniegratedtcoordinatedDamand Side Manaeement
2010-12 Orange County Cities Partnership Program Agreement 21
Orange County cities will pursue necessary & cost-effective DSM as identified in the SCE's
Energy Leader Master PIP and have identified at teat 5 accounts that are eligible for
participation in Dormand Response programs. The partnerships will facilitate the provision of
technical support for renewable energy-related activities being planned by the City ofHuntivgton
Beach and other cities wishing to pursue similar opportunities. Himerigton Beach will apply
for aRESCO grant from the CHC and Federal government to utilize indigenous renewable
energles. .
e) Integration across resource types (energy, water, air quality, etc)
Part of the Phase 2 energy projects identified earlier will include smart irrigation controllers for
the irrigation accounts that use significant smounts ofwator. .
fi
PIER program th-level LED area lighting and Enfotma diagnostic software in the City of
Huntington Beach is currently
o New city buildings, Chamber of Commerce and Police Building, will be LEED Certified in
Costa Mesa.
g) EM&V
The utilities are proposing to work with the Energy Division to develop and submit a
comprehensive EM&V Plan for 2009-2011 after the program implementation plans are filed. This
will include process evaluations and other program -specific studies within the context of broader
utility and Energy Division studies. More detailed plans for process evaluation and other
program -specific evaluation efforts cannot be developed until after the final program design is
approved by the CPUC and in many cases after program implementation has begun, since plans
need to be based on identified program design and implementation issues
7) Partnership Program Advancement of Strategic Plan Goals and Objectives
Table 6
1-1: Develop, adopt and implement model
building energy codes (and/or other green
Codes) more stringent than Tide 24's
requirements, on both a mandatory and
voluntary basis; adopt one or two additional
tiers of increasing stringency.
1-2: Establish expedited permitting and
Costa Mesa wit I consider expedited permitting
entitlement approval processes, fee structures
based upon reduced valuation In 2009,
and other incentives for greets buildings and
other above -code devote eats.
1-3; Develop, adopt and implement model
point-of-sale and other point -of transactions
rel in on building ratings.
14: Create assessment districts or other
_ _
Huntington Beach will investigate the adoption
mechanisms so property owners can find BE
of an AB g 11 financing mechanism for its
through city bonds and pay off on property
jurisdiction
tares. develop other BE financing tools..
1-5: Develop broad education program and
peer-to-peer support to local govt's to adopt
and implement model reach codes
2010-12 Orange County Cities Partnership Program Agreement 28
1-6:Link emission reductions from "reach"
m
codes and promms to ARWs AB 32
2-2- Dramatically unpproYBro co—mp[i i{�
and enforcement afTitle 24 btatding code, and
of HVAC permitting and inspection
raprIre main; (including focus on load
peak
r�inotiions in inland areas).
2-3. iaical inspectors and contractors hired by
Huntington Beach already has two energy
local governments shall meet the requirements
service companies pre -qualified and they are
of the erWgy component of thein professional
energy literate and conscious firms.
licensing (as such energy components are
Additionally, Costa. Mesa has a service
adopted).
agreement with a certified energy company that
is also energy literate
3-1r Adopt specific goals for effoiency of
Huntington Beach will be publishing an
local government buildings, including;
environmentally preferred purchasing policy
and publishing enorgylchrnate pians as part of
the 2004-2013 Partnership with SCE.
Additionally, Costa Masa is also Interested in
u6l1shi an MaW action plan in Partnership.
3.2:Require commissioning new bin logs,
Phase I energy project; are retro -
and re commissioning and retro-
commissioning of existing buildings,
commissioning the two largest municipal
facilities with significant near term energy
savings. The City of Costa Mesa has a high
interest in retro -commissioning all its current
municipal facilities to maximize both energy
savinn and oerlbmrence.
-4: Explore creation of line item in LO
Huntington Beach has devoted a portion of its
budgets or other options that allow EE cost
savings to be returned to the department and(or
annual capital improvement plan to energy
pro,tbets that pprovided the savings to fund
efficiency and the savings accnro to the general
fund. However, of the energylolimate
additional ef&ciency.
part
action plan will track the fiscal impacts
(savings) created b the plan.
3-5:: Develop inovation Incubator that
Gcompetitively selects initiatives for inclusion in
LG allot prolecm
4.1: L s commit to clean energy climate
Both the City of Costa Mesa and Huntington
change leadership.
Beach have located appropriate shos for large
scale solar installations and both cities are
exploring current funding mechanisms.
Huntington Beach is also applying for grants to
study recall & urban wind power and will meet
2020 AB 32 goals before 2015. HB has signed
the US Mayors Climate protection Agreement,
but Wwww.usmayors.otpjchmate rntectiont
2: Usaoca meats' gene Pan
Huntington Beach has deferred investment in
energy and adrer elomonts to promote energy
general plan updates to include enorgylclimate
efficiency, sustainability and climate change,
concerns
44: Develop local protects that integrate
Phase 2 energy projects will include water
EEIDSMlwaterlwastewater end use
efficiency projects, including aerators and ET
irrigation controllers. Additionally, as
wastewater, stomtwater and potable water
2010-12 Orange County Cities Partnership Program Agreement 29
2010-12 Orange County Cities Partnership Program Agreement 30
capital projects are pursued this partnership
with SCE, and SCG Will ensure that they are as
energy efficient as RoSsible.
Develop EE -related "cutrots" and
Huntington Beach is studying zoning and
"sticks" using focal zoning and development
authority
development authority changes to comply with
AB32188375, Specifically we arc updating the
Beach/Mager Corridor pians and the
Downtown Specific plan to create accessible
and walkable neighborhoods that enhance
RuatiaRton Beach.
2010-12 Orange County Cities Partnership Program Agreement 30
2010-12 ORANGE COUNTY CITIES PARTNERSHIP PROGRAM
GOALS AND BUMET
2010-2012 Enemy Savin Gross The
465
2014 2011 2012 3 oar Total
SCO
40;000 Therm 40,000 Therm 40,000 Therm 120,000 Therm
Other non -resource goals are contained in the SCO PIP in Exhibit A.
2010-12 Orange County Cities Partnership Budget
Orange County Cities Partnership Total Non•Incentive Bydjett
465
SCG Incentive Prom SCG Core Programs l
$I20 OQO
SCG Authorized Budget
�
�__
SCG Administrative Other $105,083
$12,000
SCG Administrative Overhead $442927
__
$12000
Total Utility Authorized Budget$150Oi0
$12150
$12155
$12150
Oraa a CounCities ized B
Authorudget „_ $252,455
$60000
$60,000
S60000
2010-12 Total Nan-ineantiye Program Bud et$402,465
40,000
Protected Allocations for orange County Cities Authorized Budgets 5252,455
(1) Incentive is a }tart of SCG Core Program's Incentive Budget. The incentive level is $1.00 per
therm for calculated measures. Incentives for deemed measures are in accordance with the
incentive levels for the applicable SCG Core Programs.
20 10- 12 Orange County Cities Partnership Program Agreement 31
2010
2011
2012
Adminis#ratian���ry
�
�__
Strategic Pian Support
$12,000
$12 000
__
$12000
Marlwfing AOutreach
$12150
$12155
$12150
Direct Int lcmentation
$60000
$60,000
S60000
_
.�_. Incentive�m
40,000
$4%W
$40 000
(1) Incentive is a }tart of SCG Core Program's Incentive Budget. The incentive level is $1.00 per
therm for calculated measures. Incentives for deemed measures are in accordance with the
incentive levels for the applicable SCG Core Programs.
20 10- 12 Orange County Cities Partnership Program Agreement 31