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16-082 Lucid Design Group, Inc., Consultant Services for Utility Data Management SoftwareAGREEMENT BETWEEN THE CITY OF CUPERTINOAND Lucid Design Group, Inc FOR CONSULTANT SERVICES FOR Utility Data Management Software THIS AGREEMENT, for reference dated June 22nd 201_9is by and between CITY OF CUPERTINO, a municipal corporation (hereinafter referred to as "City"), and Lucid Design Group, Inc., a California corporation whose address is 304 12th Street, Suite 3C, Oakland, CA 94607{hereinafter referred to as "Consultant"), and is made with reference to the following: RECITALS: A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the Constitution and the statutes of the State of California and the Cupertino Municipal Code. B. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement; and C. Consultant possesses the skill, experience, ability, backgrotmd, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein. D. City and Consultant desire to enter into an agreement for the terms and conditions herein. The Consultant is to set up, implement, and provide a Utility Data Management Solution for the City that will automate utility bill data entry, generate utility data reports and analytics, and display customizable user dashboards. The Consultant will provide ongoing support, training, and service regarding these deliverables. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: 1. TERM: The term of this Agreement shall commence on the date this agreement is executed and shall terminate on September 30, 2019, unless terminated earlier as set forth herein or mutually extended in writing by both the CITY and the CONSULTANT for up to two one-year extensions under the same terms and conditions of this agreement. Page 1of12 Consultant Agreement 2. SERVICES TO BE PERFORMED: Consultant shall perform each and every service set forth in Exhibit "A". titled "Scope of Services" which is attached hereto and incorporated herein by this reference. 3. SCHEDULE OF PERFORMANCE: The Services of Consultant are to be completed according to the schedule set out in Exhibit B, titled "Schedule of Performance", which is attached hereto and incorporated herein by this reference. 4. COMPENSATION TO CONSUL TANT: The maximum compensation to be paid to Consultant under this agreement for the services set out in Exhibit A, titled "Scope of Services", shall not exceed one hundred and five thousand Dollars ($105,000). The rate of payment is set out in Exhibit C, titled "Compensation", which is attached hereto and incorporated herein. Consultant shall furnish to City a detailed statement of the work performed for compensation during the term of this Agreement. Consultant may submit monthly invoices for interim progress payments during the course of each phase, clearly stating as a minimum the total Contract amount, amount paid to date, percent complete and amount due. 5. TIME IS OF THE ESSENCE: Consultant and City agree that time is of the essence regarding the performance of this Agreement. 6. STANDARD OF CARE: Consultant agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City nor have any contractual relationship with City. 7. INDEPENDENT PARTIES: City and Consultant intend that the relationship between them created by this Agreement is that of employer-independent contractor. The manner and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the express terms of this Agreement. No civil service status or other right of employment will be acquired by virtue of Consultant's services. None of the benefits provided by City to its employees, including but not limited to, unemployment insurance, workers' Page 2of12 Consultant Agreement compensation plans, vacation and sick leave are available from City to Consultant, its employees or agents. Deductions shall not be made for any s tate or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. 8. IMMIGRATION REFORM AND CONTROL ACT (IRCA): Consultant assumes any and all responsibility for verifying the identity and employment authorization of all of his/her employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Consultant shall indemnify and hold City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Consultant. 9. NON-DISCRIMINATION: Consistent with City's policy that harassment and discrimination are unacceptable employer/employee conduct, Consultant agrees that harassment or discrimination directed toward a job applicant, a City employee, or a citizen by Consultant or Consultant's employee or subcontractor on the basis of race, religious creed, color, national origin, ancestry, handicap, disability, marital status, pregnancy, sex, age, or sexual orientation will not be tolerated. Consultant agrees that any and all violations of this provision shall constitute a material breach of this Agreement. 10. PROTECT COORDINATION CITY: Director of Public Works shall be representative of City for all purposes under this Agreement. Katy Nomura, is hereby designated as the Director of Public Works' designee and Project Manager, and shall supervise the progress and execution of this Agreement. CONSULTANT: Consultant shall assign a single Consultant Project Manager to have overall responsibility for the progress and execution of this Agreement for Consultant. Should circumstances or conditions subsequent to the execution of the Agreement require a substitute Consultant Project Manager for any reason, the Consultant Project Manager designee shall be subject to the prior written acceptance and approval of the Cit:f Project Manager. The designated Consultant Project Manager shall be Brock reece 11. HOLD HARMLESS: Indemnification: Page 3of12 Consultant Agreement Consultant shall, to the fullest extent allowed by law, with re s pect to all services performed in connection with the Agreement, indemnify, defend, and hold harmless the City and its officers, officials, agents, employees and volunteers from and against any and all liability, claims, actions, causes of action or demands whatsoever against any of them, including any injury to or death of any person or damage to property or other liability of any nature, whether physical, emotional, consequential or otherwise, arising out, pertaining to, or related to the performance of this Agreement by Consultant or Consultant's employees, officers, officials, agents or independent contractors. Such costs and expenses shall include reasonable attorneys' fees of counsel of City's choice, expert fees and all other costs and fees of litigation. 12. INSURANCE: On or before the commencement of the term of this Agreement, Consultant shall furnish City with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with paragraph12A, B, C, D and E. Such certificates, which do not limit Consultant's indemnification, shall also contain substantially the following statement: "Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days' advance written notice to the City of Cupertino by certified mail, Attention: City Manager." It is agreed that Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to City and licensed to do insurance business in the State of California. Endorsements naming the City as additional insured shall be submitted with the insurance certificates. A. COVERAGE: Consultant shall maintain the following insurance coverage: (1) Workers' Compensation: Statutory coverage as required by the State of California. (2) Liability: Cons ultant Agreement Commercial general liability coverage in the following minimum limits: Bodily Injury: $500,000 each occurrence $1,000,000 aggregate -all other Page 4of12 Property Damage: $100,000 each occurrence $250,000 aggregate If submitted, combined single limit policy with aggregate limits in the amounts of $1,000,000 will be considered equivalent to the required minimum limits shown above. (3) Automotive: Comprehensive automotive liability coverage in the following minimum limits: Bodily Injury: $500,000 each occurrence Property Damage: $100,000 each occurrence or Combined Single Limit: $500,000 each occurrence B. SUBROGATION WAIVER: Consultant agrees that in the event of loss due to any of the perils for which he/she has agreed to provide comprehensive general and automotive liability insurance, Consultant shall look solely to his/her insurance for recovery . Consultant hereby grants to City, on behalf of any insurer providing comprehensive general and automotive liability insurance to either Consultant or City with respect to the services of Consultant herein, a waiver of any right to subrogation which any such insurer of said Consultant may acquire against City by virtue of the payment of any loss under such insurance. C. FAILURE TO SECURE: If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance, City shall be permitted to obtain such insurance in the Consultant's name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid. D. ADDITIONAL INSURED: City, its City Council, boards and commissions, officers, employees and volunteers shall be named as an additional insured under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy. E. SUFFICIENCY OF INSURANCE: The insurance limits required by City are not represented as being Page 5of12 Consultant Agreement sufficient to protect Consultant. Consultant is advised to confer with Consultant's insurance broker to determine adequate coverage for Consultant. 13 . CONFLICT OF INTEREST: Consultant warrants that it is not a conflict of interest for Consultant to perform the services required by this Agreement. Consultant may be required to fill out a conflict of interest form if the services provided under this Agreement require Consultant to make certain governmental decisions or serve in a staff capacity as defined in Title 2, Division 6, Section 18700 of the California Code of Regulations . 14. PROHIBITION AGAINST TRANSFERS: Consultant shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of City . Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. Howev er, claims for money b y Consultant from City under this Agreement may be assigne d to a bank, trus t company or other financial institution without prior written consent. Written notice of such assignment shall be promptly furnished to City by Consultant. The sale, assignment, transfer or other disposition of any of the issu e d and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant, if Consultant is a parh1ership or joint venture or syndicate or cotenancy, which shall result in chang ing the control of Consultant, shall be construed as an assignment of this Agreement. Control means fifty percent (50 %) or more of the voting power of the corporation. 15. SUBCONTRACTOR APPROVAL: Unless prior written consent from City is obtained, only those people and subcontractors whose names are included in this Agreement shall be used in the performance of this Agreement. In the event that Consultant employs subcontractors, such subcontractors shall be required to furnish proof of workers' compensation insurance and shall also be required to carry general, automobile and professional liability insurance in reasonable conformity to the insurance carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each prov ision of this Agreement. 16. PERMITS AND LICENSES: Consultant, at his/her sole expense, shall obtain and maintain during the Page 6of12 Con s ultant Agreem ent term of this Agreement, all appropriate permits, certificates and licens es including, but not limited to, a City Business License, that may be required in connection with the performance of services hereunder. 17. REPORTS: A. Each and every report, draft, work product, map, record and other document, hereinafter collectively referred to as "Report", reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive property of City. Consultant shall not copyright any Report required by this Agreement and shall execute appropriate documents to assign to City the copyright to Reports created pursuant to this Agreement. Any Report, information and data acquired or required by this Agreement shall become the property of City, and all publication rights are reserved to City . Consultant may retain a copy of any report furnished to the City pursuant to this Agreement. B. All Reports prepared by Consultant may be used by City in execution or implementation of: (1) The original Project for which Consultant was hired; (2) Completion of the original Project by others; (3) Subsequent additions to the original project; and/or ( 4) Other City projects as appropriate. C. Consultant shall, at such time and in such form as City may require, furnish reports concerning the status of services required under this Agreement. D. All Reports required to be provided by this Agreement shall be printed on recycled paper. All Reports shall be copied on both sides of the paper except for one original, which shall be single sided. E. No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement shall be made available to any individual or organization by Consultant without prior approval by City. F. Electronic and hard copies of Consultant's work product shall constitute the Project deliverables. Plans to be in CAD and PDF formats, and other documents to be in Microsoft Word and PDF formats . City holds Consultant harmless for any modifications to the documents. 18. RECORDS: Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services . All such records shall be maintained in accordance with generally accepted accounting principles and Page 7of12 Con s ultant Ag reem ent shall be clearly identified and readily accessible . Consultant shall provide free access to such books and records to the representatives of City or its designees at all proper times, and gives City the right to examine and audit same, and to make transcripts therefrom as necessary, and to allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained for a period of three (3) years after receipt of final payment. If supplemental examination or audit of the records is necessary due to concerns raised by City's preliminary examination or audit of records, and the City's supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of contract or failure to act in good faith, then Consultant shall reimburse City for all reasonable costs and expenses associated with the supplemental examination or audit. 19. NOTICES: All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States Mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals from Consultant to City shall be addressed to City at: City of Cupertino 10300 Torre Ave. Cupertino CA 95014 Attention: Katy Nomura All notices, demands, requests, or approvals from City to Consultant shall be addressed to Consultant at: 304 12th Street, Suite 3C Oakland, CA 94607 Attention: Kadri Jugandi 20. TERMINATION: In the event Consultant fails or refuses to perform any of the provisions hereof at the time and in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If such default is not Page 8of12 Consultant Agreement cured within the time specified after receipt by Consultant from City of written notice of default, specifying the nature of such default and the steps necessary to cure such default, City may terminate the Agreement forthwith by giving to the Consultant written notice thereof. City shall have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) days' prior written notice to Consultant as provided herein . Upon termination of this Agreement, each party shall pay to the other party that portion of compensation specified in this Agreement that is earned and unpaid prior to the effective date of termination. In the event of termination, Consultant shall deliver to City, copies of all reports, documents, and other work performed by Consultant under this Agreement. 21. COMPLIANCES: Consultant shall comply with all state or federal laws and all ordinances, rules and regulations enacted or issued by City. A. PREVAILING WAGES: To the extent applicable, Contractor shall comply with the City's Labor Compliance Program and all other requirements set forth in Labor Code section 1770 et seq. Contractor shall pay prevailing wages. Contractor will submit monthly certified payroll records to the City for all employees and subcontractors in a preapproved format or a City provided form. Any delay in remitting certified payroll reports to the City upon request from the City will result in either delay and/or forfeit of outstanding payment to Contractor. B. WORKING DAY: To the extent applicable, Contractor shall comply with California Labor Code Section 1810, et seq. which provides that work performed by employees of contractors in excess of 8 hours per day, and 40 hours during any one week, must be compensated as overtime, at not less than 1 V2 times the basic rate of pay. C. PAYROLL RECORDS: To the extent applicable, Contractor shall comply with California Labor Code Section 1776 which requires certified payroll records be maintained with the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by him or her in connection with this Agreement. The Payroll Records shall be made available for inspection as provided in California Labor Code Section 1776. D. APPRENTICES: To the extent applicable, Contractor shall comply with Page 9of12 Consultant Agreement California Labor Code Section 1777.5 regarding apprentices. 22. CONFLICT OF LAW: This Agreement shall be interpreted under, and enforced by the laws of the State of California excepting any choice of law rules which may direct the application of laws of another jurisdiction. The Agreement and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities.) Any suits brought pursuant to this Agreement shall be filed with the courts of the County of Santa Clara, State of California. 23. ADVERTISEMENT: Consultant shall not post, exhibit, display or allow to be posted, exhibited, displayed any signs, advertising, show bills, lithographs, posters or cards of any kind pertaining to the services performed under this Agreement unless prior written approval has been secured from City to do otherwise. 24. WAIVER: A waiver by City of any breach of any term, covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained herein, whether of the same or a different character. 25. INTEGRATED CONTRACT: This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by written execution signed by both City and Consultant. 26. GIFTS: A. Consultant is familiar with City's prohibition against the acceptance of any gift by a City officer or designated employee, which prohibition is found in City Administrative Procedures. B. Consultant agrees not to offer any City officer or designated employee any gift prohibited by the Administrative Procedures. C. The offer or giving of any prohibited gift shall constitute a material breach of this Agreement by Consultant. In addition to any other remedies, City may Pa ge 10of12 Consultant Agreeme nt have in law or equity, City may terminate this Agreement for such breach as provided in Section 19 of this Agreement. 27. INSERTED PROVISIONS: Each provision and clause required by law to be inserted into the Agreement shall be deemed to be enacted herein, and the Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise, any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application b y either party. 28. CAPTIONS: The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement. Page 11of12 Consultant Agreement P.O. No.: ______ _ IN WITNESS WHEREOF, the parties have caused the Agreement to be executed. CONSULTANT Lucid Design Group, Inc. By Name Vladislav Shunturov Title President Date June 22nd. 2016 Tax I.D. No .: 80-0209326 Address: 304 12th Street, Suite 3C Oakland, CA 94607 Consultant Agreement CITY OF CUPERTINO A Municipal Corporation ~ By o--_ Tim~irector of Public Works A~ ~andolph Stevenson Hom, City Attorney ATTEST: ~w- Grace Schmidt, City Clerk (/ ~ J._J-./ 0 4 Contract Amount: ( 0 S txJ() · 00 Account No. : _______ _ Page 12of12 EXHIBIT A SCOPE OF SERVICES The CONSULT ANT shall perform professional services as detailed in the following sec tions to provide a utility data management solution for the City of Cupertino for the duration of the agreement. Attached to this EXHIBIT A is EXHIBIT A.1, the CONSULTANT's proposal dated May 10 1", 2016, for reference only. EXHIBIT A takes precedence over EXHIBIT Al. SECTION 1.0 GENERAL 1.10 Project Description: The CONSULTANT shall perform professional services n ecessary to provide utility data management for the City of Cupertino. 1.11 The CONSULTANT shall provide all professional services necessary required to complete the tasks identified in the Scope of Services. All services performed by the CONSULTANT shall be to the City's satisfaction and consistent with the standard of care provisions in this AGREEMENT. 1.12 The CITY's Deparhnent of Public Works shall manage the PROJECT and this AGREEMENT. The CONSULTANT shall receive project direction only from the CITY's Director of Public Works or their authorized designee (hereinafter collectively "CITY"). The CITY shall resolve conflicting direction from other groups, deparhnents, or agencies. 1.13 The CONSULTANT shall coordinate the project scope of services with the CITY, other CITY consultants, contractors or agencies as needed or directed by the CITY . 1.14 Deliverables identified in each Task provide the basis for fee compensation. Any deficiencies in the minimum work items identified shall cause the CITY to reject the entire submission, require the CONSULTANT to make appropriate corrections, and resubmit, at no cost to the CITY. Earned value for submissions according to the EXHIBIT C, Compensation Schedule shall not be considered until the Task Deliverables are accepted by the CITY or the CITY finds payment in advance appropriate for the services to be provided. 1.15 If the CITY and/or the CONSULTANT terminate the contract, the CONSULTANT shall provide the CITY a copy of all data pertaining to the CITY that was maintained within th e CONSULT ANT' s system. SECTION 2.0. SCOPE OF SERVICES TASK 1.0 PLANNING 1.10 The CONSULTANT shall attend a kickoff meeting with CITY staff to review project scope, Utility Data Management Solution City of Cupertino PagelofS Junel,2016 determine existing conditions, obtain staff input, and clarify the project schedule. The CONSULTANT shall provide a kick off meeting agenda a minimum of five (5) business days prior to the meeting. The CONSULTANT shall provide a written meeting summary to the CITY within five (5) business days. 1.20 The CONSULTANT shall review all existing project data available from the CITY, evaluate it for use as historical data and use in gathering invoiced and interval utility data. The CONSULTANT shall notify the CITY, in writing, if additional information is required. 1.30 The CONSULTANT shall provide a written Implementation Plan to provide all aspects of Task 2.0 specifying start and end dates, incorporating staff input from Task 1.10. The CITY shall review the Implementation Plan and provide feedback as necessary. The CONSULT ANT will revise the Implementation Plan to the satisfaction of the CITY. Task 1.0 DELIVERABLES: 1.10 Kickoff meeting agenda and summary (electronic pdf files) 1.30 City approved written Implementation Plan (electronic pdf file) End of Task 1.0 TASK 2.0: IMPLEMENT A TI ON 2.10 The CONSULTANT shall execute the CITY approved Implementation Plan as develope d in Task 1.30 to provide the CITY with a utility data management solution that will, at a minimum, have the following features: I. Bill Data Management (a) Automated recording of invoiced billing data (bill date, bill cycle information, usage data, meter reads, total cost, per unit charges, and special charges/credits/allocations) for up to 350 CITY specified service agreements within 48 hours after the data is made available by the respective retailer . (i) Unlimited number of user specified groupings for service agreements (by location, building, retailer, service team, financial account, end-use ty pe, etc.) (ii) Automatic flagging of unusual entries or anomalies as defined by the City including, but not limited to, the following : 1. Missing bills 2. High/Low Usage 3 . High/Low Cost 4. Duplicate bills 5. Credi ts/Refunds 6. No payment posted Utility Data Management Solution City of Cupertino Page 2of5 June 1, 2016 (iii) Email alerts when data is uploaded and when there are any flagged entries to user-defined email lists . (b) Compatibility with PG&E (including net metering services), San Jose Water Company, California Water Service Company, and ENERGY STAR Portfolio Manager when provided permission and access to online accounts and bills. (c) The ability to store at least 10 years of data for each of the service agreements . (i) Historical data will be provided by the CITY as available unless the CONSULTANT can import more reliable data. (d) Optional manual bill entry for utilities where online billing is not available or to override incorrect billing information . (i) A "Notes" field will accompany every bill enh·y to address recordkeeping nee d s . (e) Easy one-step back-up downloads to save all data. (£) One-step imports to add historical data. (g) Ability to update service agreement numbers with changes reflected in all historical entries. (i) A log of historical service agreement numbers for each service agreement. (h) The ability to export raw data, reports, charts, and graphs in Excel/CSV or oth er CITY approved format. (i) Automatic recording and charting of interval data where available . U) City approved verification between billing and actual usage. (k) Images of bills that can be searched and viewed (to be implemented by Decembe r, 2016) II. Bill Data Analysis (a) Analysis of individual meters as well as user-defined groups (by site, property type, landscape type, etc .). (b) Ability to compare usage to a goal threshold (e.g. 30 % below 2013 usage) and to identify sites outside of the parameters. (i) Email alerts when service agreements fall outside of this threshold . (c) Customizable query options with a wide range of parameters such as usage/cost comparisons for a given month across many years or usage/cost comparisons from time periods of the users choosing. (d) Ability to log projects (construction, efficiency upgrades, etc.) indicating associated meters to run analysis, benchmark each project, and show progress. (e) Tracking overall budget for each utility (as well as for sets of service agreements), showing expenditures and remaining budget at any given time. (f) Forecasting of future use and expenses, including a qualifier for rate changes and rate/tariff analysis comparing alternative rates. (g) Rate schedule analysis to determine appropriate rate struchue or plan for th e gi ve n utility (e.g. time of use, peak day pricing, etc.). (h) Greenhouse gas emissions data tracking for the City's municipal operations (e.g. Utility Data Management Solution City of Cupertino Page 3of5 June!, 201 6 energy, fuet and water used; employee commute miles traveled; solid waste generated, etc.). III. Dashboards and Reports (a) At-a-glance, automatically updated dashboards that can be customized for different users, with the option for multiple dashboards for a specific user. (b) Simple method to design new reports and to save templates. (c) Flexible options for filtering data including charts and graphs to show usage, costs, and trends over a select duration, for user-specified service agreements or groupings of service agreements. (d) The ability to package reports into batches that can be run and downloaded at one time (one click). (e) Automatic distribution of reports to select users/emails according to a user defined schedule. (£) Links to dynamic charts or reports that can be viewed by anyone with the link, regardless of whether they have a user login. IV . Platform (a) Software as a service (SaaS), web-based, location independent interface with secured access . (b) Unlimited number of users and varied user access capabilities (limited to certain data types, varied view and edit abilities, etc .). (c) Redundant servers and at least one colocation to ensure service as outlined in Exhibit A.2, Lucid Service Level Agreement dated June 21 51, 2016. 2.20 The CONSULTANT shall provide weekly updates on the progress of implementation, indicating when each milestone of the Implementation Plan has been completed and highlighting recent work. The CITY shall provide feedback where necessary and may require revision of the Implementation Plan as the need arises. TASK 2.0 DELIVERABLES: 2.10 CITY approved Utility Data Management Solution implemented with the features outlined in Task 2.10 (SaaS) 2.20 Weekly updates on implementation progress (electronic pdf files) End of Task 2.0 TASK 3.0: ONGOING SERVICE, TRAINING, AND CUSTOMER SUPPORT 3.10 The CONSULTANT shall continue to provide the CITY with the utility data management solution delivered in Task 2.0 with the features outlined in Task 2.10 for the duration of the agreement, including any software or feature updates. Utility Data Management Solution Page 4 of 5 June I , 2016 City of Cupertino 3.20 The CONSULTANT shall provide a dedicated Customer Success Manager to work with the CITY for the duration of the agreement. 3.30 The CONSULTANT shall provide the CITY five hours of formal face to face training with CITY primary stakeholders to address specific customer goals and outcomes. 3.40 The CONSULTANT shall respond to customer service requests within 48 hours of receipt for non-urgent requests and within 12 hours for urgent requests with resolutions reached within the "Issue Response Time" as defined in Exhibit A.2, Lucid Service Level Agreement, dated June 21 51, 2016. TASK 3.0 DELIVERABLES: 3.10 Up-to-date and maintained Utility Data Management Solution with the features outlined in Task 2.10 to the satisfaction of the CITY for the duration of the agreement (SaaS) 3.30 Five hours of formal face to face training with CITY primary stakeholders (in-person m ee tin gs) 3.40 Responsive customer support for the duration of the agreement (ongoing) Utility Data Management Solution City of Cupertino End of Task 3.0 END OF EXHIBIT A Page 5 of 5 Junel ,2 016 lucid Exhibit A.1 PROPOSAL CITY OF CUPERTINO -REVISED PRICING -5.10 .2016 OPTION 2 -36 MONTH TERM INCLUDES ALL PRIORITY 1 ITEMS FROM RFP AND HIGHLIGHTED ITEMS FROM PRIORITY 2 LIST FEATURE I Automated bill entry (b ill date, bill cycle information, usage data, cost data, special charges /credits) for at least 350 service agreements with an unlimited number of user specified groupings (by location, building, vendor, service team, financial account , etc.) and automatic flagging of unusual entries and anomalies I Compatibility with PG&E (including net metering services), San Jose Water Company, and California Water Service Company (Recology a plus) I Searchable database with the ability to store at least 10 years of electric, gas, 3 and water billing data (with the potential for including phone, fuel , and waste billing data). I Option for manual bill entry and ability to edit data for select users with a 4 "Notes" field for bi ll entries to address recordkeeping needs (e .g . Usage changed from 4301 to 4 due to a misread) I Easy one-step back-up downloads to save all data in the event of a system failure and the ability to export raw data, repor1s , charts, and graphs in Excell CSV (and Word formats is a plus) . One-step impor1s to add historical data. Automatic enlry and chaning of interval data where availab le Compatibil ity with ot her too ls such as ENERG Y STAR port folio manager Verification between billing and actual usage (such as by data loggers or othe r automatic rea ders) Images of bills that ca n be searched an d viewed 10 Analysis of individual meters as well as user-defined groups or buildings (by site , region , property type , landscape type , etc.) 11 Ability to identify problem sites with unusually high usage or consistently high usage compared to a goal threshold (e.g. 30% below 2013 usage) I Customizable query option with a wide range of parameters such us usage /cost 12 comparisons for a given month across many years or usage/cost comparisons from time periods of the users choosing .., Lo g projects indicating associated meters to run analysis, to benchmark each pro ject, and to show progress Tracking o f overall bu dget fo r each utility (as well as for sets o f mete rs), showing used and remaining budget at any given time Fo recasting o f future use and expenses (q ualifier for rate changes and rate/tariff analysis comparing alternative rates a plus) and rate schedu ling ana lysis to determine appropriate rate schedu le o r plan for the given utility (e .g . time of use schedule , peak day pricing schedule, etc.) 6 Ability to incorporate weather data normalizations as well as normalization for cale ndar months (allocating appropriate usage to each month) Gree nhouse gas emissions data tracking for t he City 's municipa l operations 1 ., (e .g ., ene rgy, fuel and water used; emp loyee commute mites traveled; solid waste generated; fu gitive emissio ns from refrigera nts , fire supp re ssion, etc.) I At-a-g lance dashboards that can be customized for different users (e.g. Medians 18 team may just want to see median related data , etc.) and are automatically updated I Simple method to design new repor1s and save templates with: -Flexible options 1 CJ for filtering report data including char1s & graphs to show usage , costs , and trends over a select duration 20 J Software as a service (SaaS), web-based , location independent in terface with secured access 21 Unlimited users and varied user access capabilities (limited to certain data types, varied view and edit abilities, etc.) 22 Excellent and ongoing customer service (Responds to urgent and non-urgent requests in a timel y manner) Email alerts when data is uploaded , when there are any flagged eniries , and/or 23 when there are high usage sites/entries. Automa1ically distributed reports to select users/emails according to a user defined schedule . INCLUDED NOTES Luc id will include interval data collection for all 14 buildings in via PG&E ShareM yData Inc luded. Please note that in the absence of data loggers , Lucid would be comparing PG&E interval meter data with bill data This feature is currently in development and wilt be avai lable in November 2016 Forecasting future use will be done via Budgeting & Forecasting application. What If analysis Is included, but requires manually mapping PG&E ShareMy Data with a specific rate to compare against existing rates. Lu cid's Utility rate and tariff engine, which supports carbon emission coefficient and associated carbon reporting. Al l building or utility related GHG tracking can be automated. Green house gases related to employee commute and other emissions, will have to be manually entered by the city. BuildingOS has dedicated Alerts and Notifications app which lets you define condition-based notifications. The BuildingOS reporting framework can distribute reports automatically to select users according to specifically defined distribution schedule. Data upload alerts are not currently supported, but BuildingOS does track delayed data or missing readings and can alert specific users when automated data connectivity experiences problems. lucid 304 12 th Street #3C Oakland Cal1forn1a 94607 Kadri Jugandi kadn1'a luc1ddg coom (415) 699-0310 SUBSCRIPTION FEE Pf ,\I H City of Cupertino (Project 1) f_\Jlll'IN(o', 14 L IL/ I YA(, .ClUNT_, 350 Bui/dingos Annu a l Subsc ription Fee ',/-: PVIC'E ) L~P" l AT I SERVICE E'\Ci D1-d f PROPOSAL May 10th, 2016 June 1st 1st, 2016 May 31st, 2019 ANNUAL FEE $32,500/year Option 2 includ es a dedicated Customer Success Manag er to work w ith City of Cup ert in o on ongoing basis Con tract term 36 months $32,500 x 3 = $97,500 IMPLEMENTATION BuildingOS Setup Fee ANNUA L SUBSCR I PT ION FEE IMPLEMENTAT I ON CONTRACT Valid until 6/6/2016 TOTAL Payment Milestones over the contract term : • 6/1/2016 -$50,000 6/1 /2 01 7 -$27,500 6/1 /2018 -$27,500 Total: $105,000 FEE $7,500 $32,500 $7,500 3 years $105,000 lucid 304 12 th Street #3C Oakland, California 94607 ADDITIONAL ITEMIZED COSTS Non -recurring set up costs Recurring annual costs for the first year of service and subsequent years Training Ongoing software updates Key staff time (include hourly rates) The loading and storing of data for a service agreement that is no longer active (no ongoing bill entry) The discontinuing of a service agreement , ending future billing but retaining historical data (effective at next renewal data) Adding a new serv ice agreement PROPOSAL ANNUAL FEE $7,500 32,500/year $165 I hour Included $165 I hour $50 -$50 $100/year lucid ORDER FORM 304 12th Street #3C Oakland, Cal1fo1rna 94607 This Order constitutes a non-cance llab le purchase commitment and is effective as of the date on this Order signed by the duly authorized officer(sl 01 represen tative(s) of the parties The subscription term sha ll be the Term and any Renewa l Term as such terms are defined 1n the App li cation Services Agreement be twee n the parties executed and delivered concurrent ly w1til this Orde1 \the "ASA; which 1s ava ila ble at https ://luc i dconnects .com /terms and 1s incorporated by reference in t his order N otes: In order to setup the connection to your uti lity data, the following pieces of information are required: • Utility Na me: provide Lucid with the name of each utility you wou ld like to have data coll ected from • Accoun t Numbers: provide Lucid with all account numbers that you would like to have collected • Account C rede ntial s: provide Lucid with your username and password to each utility website . Lucid will verify that they are able to log in to your account on the utility website and see your bill information . BI LLING INFORMATION (to be filled out by the c ustomer) Payment Te rms Tot a l amount du e w ith in 3 0 d ays o f recei pt o f in voi ce (n et 3 0) PO Required Yes I N o (if yes) PO Number Bi ll ing Contact Name Bill ing Contact E-mail Phone Number IN WITN ESS WHER EOF, the parties duly authorized officer(s) or representative(s) ha ve executed this Agreement as of the Effective Date . Lucid City of Cupertino Signature Signature Name Name Tit le T itl e Da te Date PREPARED FOR CITY OF CUPERTINO CUPE TINO RESPONSE TO REQUEST FOR QUALIFICATION FORA UTILITY DATA MANAGEMENT SOLUTION lucid ... Lucid Design Group, Inc 304 12th Street, Suite 3C Oakland, CA 94607 www.lucidconnects.com Contact: Kadri Jugandi (415) 699-0310 kadri@ l ucidconnects .com 1 Table of Contents Cover Letter 3 Company Profile 4 Project Understanding 5 Implementation Timeline & Process 6 Project Implementation Experience 7 Qualification of Staff 8 Customer Success & Ongoing Support 10 BuildingOS Learning & Support Hub 10 Reference Customers 11 Vendor Qualification: Why Lucid? 13 Appendices 15 2 City of Cupertino Katy Nomura 1 0300 Torre Avenue Cupertino, CA 95014 Dear Ms. Nomura, Lucid is pleased to submit this proposal in response to City of Cupertino Request for Qualification for Utility Data Management Solution. Lucid has a market-proven utility & energy data management platform currently used by over 500 customers who track resource use data in over 11,000 buildings. Lucid brings extensive expertise integrating utility data, SmartMeter data and building system data from different systems to BuildingOS. With over 25 cities deployed in BuildingOS, Lucid brings years of experience and a well established integration pathway. We believe that Lucid, with its decade of experience and pioneering work in real-time resource monitoring and customizable dashboard in municipal, institutional and commercial buildings, will be the best solution for the goals City of Cupertino has set forth in the RFQ. Highlights of Lucid's offering include: • Proven data integration -Proven integration with different metering and utility systems, including PG&E, San Jose Water Company, California Water Company. • User interface -Visually compelling and award-winning design for energy and utility analytics , energy dashboards and reports. • Deep experience -Extensive experience successfully implementing BuildingOS for thousands of buildings across hundreds of customers, including over 25 cities as part of Connected Cities program. • Local projects and references -Lucid's BuildingOS has been used by over 35 cities, counties and states to help organizations track their utility and energy spend and to help with GHG reduction. Some local Bay Area examples include City of San Francisco, City of Oakland, City of Berkeley. • Customer Success Team -Our customer success team is dedicated to providing resources and training to the city as you implement energy conservation and GHG reduction programs. • Scalable solution -We can easily scale BuildingOS from the automated utility data tracking solution to include interval data from PG&E ShareMyData or other systems City of Cupertino is already using. Lucid is accepting City of Cupertino standard Consultant Agreement and insurance requirements listed in the RFQ without modifications. Please do not hesitate to contact us with any questions . We appreciate this opportunity and look forward to your response. Sincerely, Vladi Shunturov, President 3 Company Profile Headquartered in Oakland , CA, Lucid is a 68 person privately held software company backed by hundreds of customers and key investors such as Formation 8, Autodesk and GE Ventures. Lucid was founded in 2004 with the goal of making commercial buildings more efficient by making building operations data accessible and actionable. The company has grown 50 % year over year for the past three years and has earned the trust of 500 enterprise customers . We have established ourselves as the clear market leader and innovator in cloud-based commercial building software technology with over 11,000 buildings and 1.38 square feet under management. Building owners and operators ultimately need a software solution that supports dozens of business problems and use cases and is built on a common set of building operations data : utility bills, energy star scores, building characteristics and asset information, interval data from a variety of sources, tenant and lease information, efficiency project information, work orders, and similar data streams . BuildingOS, the leading cloud-based building management data platform, integrates and aggregates portfolio-wide building and metering systems data for efficient, collaborative analysis . Lucid's 5 key differentiators from competitors include: State of the art cloud platform -quick time to value -Lucid enables quick time to value with a powerful set of tools designed to get you up and running quickly and efficiently. Our expert on-boarding team will support you in every step of the on-boarding process . 0 • • • • • Real-time analytics with real-time performance -Optimized for operating with large volumes of data across large portfolios, BuildingOS queries, aggregates, normalizes and analyzes BuildingOS automatically removes junk data such as spikes and phantom zeros . Beautiful user experience -Elegant and simple to use user interface coupled with the most sophisticated and robust data platform available on the market today. The drag-and-stop reporting framework makes communication, collaboration and insight generation easy. Technology designed for scale -BuildingOS was designed to successfully handle large and scalable deployments : from data infrastructure to user experience . Future proof solution -Lucid continues to lead the market with the broadest set of integrations and the most capable data platform and that shows in our growth . We will continue grow with you and your needs by continuing to invest in technology developmen t. 4 Project Understanding Based on our review of the City of Cupertino RFQ for Utility Data Management Solution , we understand the importance of centralizing and automating utility bill collection for all supported resources in order to reduce manual data entry, manual reporting and to make sure the team can focus on higher value activities . As part of the proposed scope , Lucid will work with City of Cupertino to automate utility data collection for the following utility providers according to the RFQ. Utility Provider PG&E California Water Service Company San Jose Water Company Resource Electricity I Gas Water Water Number of utility accounts 165 40 109 Historical Data since 2003 since 2006 since 2006 In addition to the utility data integration , City of Cupertino may ask Lucid to integrate other sources of data like PG&E Green Button (ShareMyData), waste & recycling data, work order management data (eg . Cityworks), looos ,net, GIS. All these additional integrations have to go through a scoping process to understand what information City of Cupertino would like to integrate and how is this data hosted right now. Lucid has experience working with third-party systems (eg. work order management systems like Archibus , Facility Dude) and we have an open API for data exchange . Once the historical data and automated utility data has been set up , Lucid wil l provide City of Cupertino access to customized reports to help city staff access reports , analytics and relevant notifications about utility trends. Note: Lucid is excited to partner with City of Cupertino and we look forward to hearing from you about potential product demonstration date. If at all possible , we would ask some flexibility with May 4th demonstration date as it happens to be the same date as Lucid's Annual User Conference and our team will be tied up with hosting the event. Please let us know if product demonstration could be re-scheduled for Monday, May 2nd o r Thursday, May 5th if Lucid is invited to a product demonstration . Please find attached a detailed Feature Checklist in Appendix A 5 Implementation Timeline & Process After reviewing the City of Cupertino RFQ scope and required work to accomplish all priority 1 items from feature checklist, it may not be feasible to provide a full implementation within the 1-month timeframe indicated under project schedule . Lucid has proposed an implementation timeframe below, where the first month (until July 1st) is focused on highest time-to -value activities of setting up all the buildings, utility accounts and historical data in BuildingOS . This way, City of Cupertino team is able to log in and start using the system on July 1st. Second month (July 1 -August 1st), will be dedicated to receiving the first automated batch of readings for listed utility accounts , and third month (August 1-August31st) will be focused on quality assurance , data completeness review and training. Lucid has worked on 50+ similar projects to automate utility data collection for cities , counties and schools, and in our experience a realistic timeframe to automate utility data collection in about 3 months. In order to accurately set up the automation, we will need to receive at least 2 batches of monthly bills, which itself takes 2 months. After that , Lucid team has a detailed QA process to confirm accuracy of all reading, review potential data gaps finalize configuration and training. This timeframe constraint in not due to Lucid resources or process. This is just a limitation of bill automation process , where you need at least 2 month 's readings to confirm the accuracy of received bills. Even though our team is able to do lot of the work during first month (June), we are not able to provide a full and complete deployment by July 1st. Realistic project end completion data is August 31st, 2016, based on milestones listed below. ~ --------·-------~ --____ .., -~--. ---·-... , . --.-.----~ ·-,.~----...---~.-. -----~ -----.-·-~ ~~--r------....,, Stage : Start End Description I I . . . ~ Project Scoping After project has been awarded , Lucid provides a detailed SOW with I Statement of 5/15/2016 5/31 /2016 deliverables and scope . During that process , Lucid can share our Work (SOW) standard checkl ists for gathering information about buildings , utility accounts and all historical data. Meeting between Lucid & City of Cupertino to review scope, timeline and Kick-off 61112016 61112016 required information I loader documents I data sets. Lucid will provide a checklist of required information (building names , utility account info) before the kick-off meeting . City of Cupertino to provide all necessary information to Lucid to set up Information 6 1112016 61712016 BuildingOS system . The information includes building related Gathering information , util ity accounts and utility logins for PG&E , San Jose Water Company, California Water Compa ny, Bui ldingOS User information . Lucid will work with City of Cupertino to ex port , transform , and upload Historical 6 1152016 6 12512016 existing historical data to BuildingOS . A CSV file template for historical Data Load data collection will be shared du ring the kick-off meeting. Lucid will configure th e BuildingOS software to s et up necessary Platform 611512016 613012016 buildings, building groups, users and accounts. Configuration 6 Once data is integrated into BuildingOS , Lucid will complete Application 611512016 613012016 configuration of application layer, including me a ningful aggregations, Configuration groupings , automated reports , user dashboards etc . Lucid will work with ut ility partners to establish automated connectivity Automated Data 6 13 012016 713112016 between Bu ildingOS and City of Cupert in o utility providers for PG&E , Integration San Jose Water Company, California Water Company. Automated meters will be created and data quality tested. Quality 8 1112016 8 13 112016 Lucid to conduct Data QA process to validate quality and completeness Assurance of data integrations and visualizations -City of Cupertino to verify Lucid to design and conduct 1 :1 training with Cit y of Cupertin o primary stakeholders to address specific customer goals and outcomes Training & Acceptance 8 11512016 8 13 112016 leveraging BuildingOS . This is also the acceptance period , reserved as buffer time for any final outstanding issues , product deliverables or required bug or data fi xes . Ongoing 813112016 Ongoing Ongoing access to a Lucid Customer Operations team to handle any Support ongoing technical or educational needs . As a recap to the table above , Lucid can commit to delivering the following items by July 1st date : Deliverables by July 1st: • Set up a BuildingOS profile for City of Cupertino • Create all buildings & auxiliary profiles (eg. street lamps) with dedicated profile pages • Upload all historical data to BuildingOS from City of Cupertino existing spreadsheet. • Set up all user profiles and provide access to utility analytics and custom dashboards Deliverables by August 31st: • Automated bill collection from PG&E, San Jose Water Company, California Water Company. Project Implementation Experience Over the past 3 years Lucid has maintained an average project implementation timeframe of 95 days . During that same period, Lucid's team has implemented over 550 projects . While every project is slightly different in scope, our internal goals are to get most customers setup with access to BuildingOS within 30 days of contract execution with on-boarding work well underway, and take them to substantial completion within 90 days . Lucid would work with City of Cupertino to create a detailed scope of work (SOW) which would also detail the implementation timeframe for the project based on validated assumptions around historical data loads, required automated data streams, training requirements, etc . • Number of projects implemented 7 Qualification of Staff Lucid's Customer Operations Team owns our customers ' entire post-sale experience from on-boarding, data integration, implementation, and training to ongoing success and accomplishment of key business objectives . Lucid has assembled a team of world-class experts in their own field in order to provide a seamless onboarding experience and accelerate time to value for our customers . <.· Hara O PGWE R G o rJe. 1. ·u 1n ..q Marke to Project Manager -Brock Treece Project Manager is the primary point of contact throughout the professional services engagement. Project Manager is responsible for coordinating Lucid resources, overseeing project schedule and delivery milestones and serving as the point of escalation for concerns. Brock Treece -Based in Oakland, Brock is responsible for overseeing the integration of data to BuildingOS . Brock has long-standing experience in communicating across internal teams at Lucid to keep project implementation moving forward, and to provide consistent visibility into the project status for the customer. Prior to Lucid, Mr. Treece was a Sustainability Specialist and Deputy Project Manager for AECOM. He holds a Masters of Environmental Management from UCSB . Integration Engineer -Jerry Willis Integration Engineers are the primary technical contact for the project. Their expertise in building science, metering technology, and networking configuration are critical for correct configuration and systems integration . Integration Engineers are responsible for creating points in BuildingOS and mapping these point to customer data feeds from the 350 utility accounts . Jerry Willis is responsible for scoping hardware requirements and establishing connectivity between clients infrastructure and Lucid's platforms . Gerald draws from his 6+ years of experience within commercial buildings and metering technologies to insure that clients integration needs are met in a timely and cost effective manner Application Support Associate -Rene Lam Application Support Associates help configure BuildingOS according to customer goals and requests . Their work typically includes the bulk creation of buildings, users, dashboards and reports. Rene Lam is our lead dashboard solutions specialist here at Lucid . Since joining Lucid, he has successfully implemented over 150 projects world -wide . He received his B.A. in Architecture from the University of California, Berkeley in 2014 and has dedicated his young career in crafting evidence-based, data-driven design solutions to meet and exceed unique customer needs. He leverages both creative thinking and business intelligence for onboarding new customers, as well as effectively communicates technical support to ensure customer success at scale. Rene is a regular volunteer for Habitat For Humanity -East Bay/Silicon Valley Chapter and currently resides in Berkeley, California . Solutions Architect -Jason Smith Solutions Architect is the primary resource responsible for the conversion of project requirements into a Scope of Work document that will become the blueprint for the software and training solutions . 8 Jason Smith has worked in the Sales Engineering capacity for cloud-based Energy Management solutions for the last 7 years . In that capacity, he has assisted 1 OOs of customers in scoping integration and configuration processes required for their solutions . Prior to Lucid, Jason was working at Opower and Hara, he holds a M.B .A. from Presidio Graduate School. Customer Success Manager -Rachel Skifton Customer Success Manager (CSM) is a program engagement expert, and will provide advising and guidance to City of Cupertino users post-implementation . She serves as liaisons between the customer and the product, helping customer derive the highest organizational value from the BuildingOS core platform and applications . Rachel Skifton -Based in Oakland, CA, Rachel is responsible for ensuring successful use of BuildingOS for Lucid's most important customers -by facilitating trainings, acting as a Lucid Product Team liaison, helping set-up competitions, and working one -on -one with customers to set, track and achieve their various efficiency goals . Prior to Lucid , Ms . Skifton served as a Director of Client Services at YourMechanic .com and Client Operations Manager at Internet Brands. She holds a B.A. in Economics from University of California, Berkeley 9 Customer Success & Ongoing Support • Discovery : Goals confirmed and scope defined; use cases and applicable stakeholders identified; training and adaptation plan created and circulated • Train : BuildingOS is introduced to primary team ; custom use-case tra i ni ng is conducted; adoption plan tuned and utilization outcomes confirmed • Adopt Additional alerts and baselines are configured; reports/dashboards are created to visualize KPls; follow-up trainings are conducted ; team is using BuildingOS to monitor and analyze energy usage • Utilize: Incorporation of BuildingOS into internal processes; reports and alerts are received ; utilization outcomes solidified w ith champion; identification of new use cases • Value : Performance evaluation with Lucid (quantify spend, consumption, and productivity impact); executive meeting to identify new use cases; develop next level goals; replicate success across portfolio BuildingOS Learning & Support Hub Every BuildingOS user will have access to BuildingOS Learning & Support Hub. This is a great resource for accessing support articles , "How to " guides and case studies about best practices from other similar organizations. Support Lucid prides itself in excellence in customer support. Lucid has multiple dedicated Application Support Associates and Managers. Customer support requests are received via email, phone and in -product support capabilities and service request tickets are automatically logged and created in our customer support ticketing system . Lucid Support by the numbers : • Standard support hours : 8am-Spm PST. • Median first response : 2.5 hours • Median time to resolution : 1.08 days 10 Reference Customers City of Orlando -Portfolio wide energy monitoring for 550 facilities City of Orlando chose Lucid to provide a portfolio wide energy management solutions to support the energy savings goals they need to reach to pay back a $18M bond the City passed to fund energy efficiency improvements . City of Orlando 's main goal is to use the software for benchmarking , utility data tracking , communicating savings from different ECM 's , reporting their energy savings to validate that they are meeting their goals. City of Orlando chose Lucid because of BuildingOS software interoperability. Lucid was the only vendor who could work with all the complex utility and data integrations that were used at the city, including Orlando Utilities Commissions, Automated Logic, Duke Energy, Teco Gas, renewable PV systems and Arcubus work-order management system. This allows them to centralize all the data from individual utilities and systems to provide a view for total cost of ownership on the city buildings. Project video: https :Uwww.youtube .com/watch?v=mlYU8EU-mbU Main Contact: Ian L. LaHiff, P.E. LEED AP Energy Project Manager p. 407-246-3853 c.321 -217-5356 Facilities Engineering City of Orlando, Office of Business and Financial Services ian .lahiff@cityoforlando .net City of Hayward City of Hayward signed up to use Lucid as part of Lucid's Connected Cities initiative to use Lucid 's BuildingOS system to automatically collect utility bills for electricity, water and gas.Their current deployment includes 18 buildings with utility bill data from PG&E and Cal Water. Lucid also provided a real-time meter for City of Hayward City Hall building to track real-time consumption in a public energy dashboard. Main Contact: Mary Thomas Management Analyst -Utilities & Environmental Serv ices 0 : 510 -583-4724 mary.Thomas@hayward-ca.gov C1TY OF HAY'WARD H A T 0 THIE BAY 11 Aurora Public School Aurora Public Schools uses BuildingOS as their central repository of all utility bills , sub- metering data, and waste/recycling data across 55 schools . Lucid also has an integration with the ir Energy Star Portfolio Manager to automate reporting and benchmarking . All utility bills are automatically pushed to Lucid on monthly basis . Aurora has been been a Lucid customer for 2 .5 years and has saved over $100 ,000 on their utility spend during that time. Here is a link to a video on how APS uses Lucid to save energy and engage students -https://www.youtube .com/watch?v=49art3b4PzE Main Contact: Julie North Resource Conservation Manager jenorth@aps.k12.co .us (720 )-400-3148 12 Vendor Qualification: Why Lucid? Founded 11 years ago, Lucid is an industry-leading provider of building management and utility bill tracking software solutions. Our mission is to remove the barriers to building data acquisition in order to democratize the data and dramatically improve energy efficiency in commercial buildings. BuildingOS aggregates portfolio-wide data and makes it accessible via an intuitive suite of applications, all of which are specifically designed for a diverse set of stakeholders across City of Cupertino teams: finance professionals, energy managers, facility managers , sustainability teams and building occupants. Luc id was founded on the premise that combining the power of real-time data, elegant user interface design , and competitive behavior creates a culture of accountability and transparency, which, in turn, enables organizations to reach ambitious resource reduction goals. Our team is excited to have the potential opportunity to work with City of Cupertino to assist the city team to reduce energy consumption , track GHG emissions and reduce manual data entry required for bill tracking . Since it 's founding in 2004 , Lucid has been recognized as a leader in building technology innovation by the U.S. EPA and the State Assembly of California for being a game -changer in the energy industry. Today, Lucid has more than 500 customers who depend on BuildingOS to d rive building efficiency and operations across 10 ,000 commercial building and 1 B+ square feet of floor space. More than 1000 municipal buildings use the platform today, alongside Fortune 500 companies like Google , Genentech , Sony Pictures Entertainment , Fidelity Investments , Yahoo!, eight out of the eight Ivy League universities ; and 150+ college campuses across the U.S . and Canada. Lucid has 80 employees, is based in Oakland , California, and is financially backed by General Electric Ventures and Autodesk . Why Lucid? Growth and adoption BuildingOS is the most interconnected and widely used cloud-based building data management platform in the market. Lucid has been growing at a rate of 50 % each year for the past three years and now has over 500 customers , including a number of large-scale deployments across education, government, Fortune 2000 enterprises, and commercial real estate portfo lios 17 !DJ •.!IOO representative of the requirements included in Hm this RFQ . 13 Lucid has developed the most intuitive set of apps for energy management, budgeting and planning , tenant engagement, sustainability and reporting , business intelligence and portfolio management. While Lucid has focused on building out the core set of tools the market needs on a daily basis , we have also partnered with third party software developers and strategic partners who are beginning to build apps on top of BuildingOS , expanding the ecosystem of centralized, compatible solutions. ~ q • ,,,. --....... ·--: il • 0;,1a Building Fin nc & BUBir SS c.t<n ·r li z 10.n Op1t111i2l!t110r1 p '"'"19 h e-.g nee- Please find attached a full BuildingOS Product guide (Appendix B) which has detailed information about ava ilable applications and benefits. CONFIDENTIALITY NOTiCDE: APPENDIX B -BuildingOS product guide includes proprietary and confidential information about Lucid 's BuildingOS software. We ask City of Cupertino not to make this information public as part of this RFP as it's considered Lucid 's Trade secret. 14 Appendices • Appendix A -Software feature Checklist • Appendix B -BuildingOS Product & App Guide 15 Cupertino Feature Checklist ATIACHMENT A Feature Checklist Professional se rvices for th is project consist of working with the City and the City's retailers to provide automated bi ll entry, reports, analytics, and customizable dashboards for various use rs . Thi ID p· 1 1 2 1 3 1 4 1 Bill D M Automated bill entry (bill date, bill cycle informat ion, usage data, co st data, special charges /credits) for at least 350 service agreements with an unlimited number of user specified groupings (by location, b uild ing, vendor, service team, financial account, etc.) and automatic flagging of unusual entries and anoma lies Compatibility with PG&E (including net meteri ng services). San Jose Water Company, and California Water Service Company {Recology a plus) Searchable database with the abi lity to store at least 10 years of electric, gas, and water billing data (with the potential for i ncl ud ing phone, fuel , and waste billing data). Option for manual bill entry and ability to edit data for select users with a "Notes" field for bill entries to address recordkeeping needs (e .g. Usage changed from 4301 to 4 due to a misread) #of clients using his f, 20 10 400 50 Included Y /N Ple ase Describe y Fully supported. BuildingOS supports automation of utility bill data and for utility smart meter interval data as well as rea l-time interval sub-metered electrical/gas/water/steam/chilled water data . Manual bi ll entry and batch data imports are sup ported as well. Additional capabilities include : -Ability to create calcul ated meters or bill s for aggregations -Ability to define custom account groups {by business unit, department, location, asset type) and automatica ll y provide roll-up views and breakdo wns by sa me asset groups -Ab ility to identify billing errors using the BuildingOS Bill Verification app -Support for "what-if" analysis of switching an account to a different rate structure (requires interval data) y Fu ll y supported . Lucid supports automated utility bill data collection form PG&E , San Jose Water Company, and California Water Service.Note: In addition to utility bill data Lu cid can also automate PG &E smart meter interval data for meters available on the PG&E Interact a nd PG &E Share Mv Data olatforms . y The Bui ldi ngOS platform is de sig ned for large scalable deployments. The underlying data infra structure, the user interface and associated workflows are built to support data query operations at scale. Doing ad-hoc analysis, reporting and data queries across hundreds of accounts and b uild ings spanning multiple years is easy and query re sults are delive red i n real-time, ensu ring an great user experience. BuildingOS retain s all hi sto rical data, nothing is ever de leted. Supported data types include not just standard utilities but also renewable generation, fuel, waste, recycling, waste diversion and others . The utility bill sect ion in BuildingOS allows for easy filtering by type, sea rching by building/ asse t I group and account and easy roll -up of aggregate results across accounts. Phon e bill data entry is a roadmap item, scheduled for delivery i n September, 2016 and w ill be includ ed in the SOW of th is deolovment. y Manua l bill entry supported in two ways : individual in voice entry through form workflow and batch bill upload via spreadsheet template . Notation capabilities are a roadmap item with sche duled delivery of Sep t ember, 2016 and will be included in the Staeme nt of Work for th is deolovment. 5 1 Easy one-ste p backup downloads to save all data in the 500 y Fully suppo rted . BuildingOS offers multiple methods for exporting data and event of a syste m failure and the ability to export raw data, associated analytics results: reports, charts, and graphs in Excel/CSV (and Word -All utility bill and interval data can be downloaded as a CSV file for any t ime formats is a plus) . One-step i mports to add historical data . range or data resolution -All utility bill and interval data can be made available for automated pull via BuildingOS API -Reports and data cards with analytics results can be either downloaded as an image (PNG) or print-ready PDF. Th ey can also be schedu led for au tomated daily, weekly or monthly delivery. -BuildingOS also retains all RAW data being fed into the platform and can make it available for download. 6 2 Automatic entry and charting of interval data where 400 y BuildingOS offers extensive interval data in t egratio n capabi lities. With 180+ available data integrations BuildingOS is the most interoperable data platform for building and asset operation. Lucid can automate the data capture from a wide range of systems: -Utility smart meter data (PG &E supported for both Interact and Share My Data) -Building automation systems -Pulse and Modbus sub-meters -In verters and related renewable generation The BuildingOS app su ite offers a robust set of tools for interval data reporting, analysis, energy management, sustai nability and compliance reporting and stakeholder engagement. 7 2 Compatib i lity with other tools such as ENERGY STAR 25 y BuildingOS offers bi-directional integration with EnergySTAR Portfolio Manager. portfolio manager Lucid can automate the reporting of data into En ergy STAR PM and ca n also automate the collection of benchmarking results on a monthly basis. Score, site EUI and source EUI are automatically collected and tracked each month . The BuildingOS Energy STAR Benchmarking app enables rapid analysis of benchmarking results, distribution of sco res across your portfolio and tracking of changes in score over time for individual buildings. 8 2 Verification between billing and actual usage (such as by . 15 y BuildingOS offers a dedicated Bill Verification app specifically designed for this data loggers or other automatic readers) purpose . Th e Bill Verification app uses Lucid's Rate & Tariff Engine to run your interval data (smart meter or sub-m ete r I BMS I data logger data) against the utility rate each meter is on to calculate total consumption, consumption charges, peak demand, peak demand charges as well as time of use and tiered pricing components. These are then compared against your calendarized and normalized bill data and under-billed or over-billed facilities are flagged for detail review. 9 2 Images of bills that can be searched and viewed 0 y This is a feature currently in development with planned release date of November, 2016 and will be included in the SOW for this deployment. Bill Data Analysis 10 1 Ana lysis of i ndivid ual meters as well as user-defi ned groups so y The BuildingOS platform su pports flexible building I asset groups which let you or buildi ngs (by site, region, property type, land scape type, define yo u r bus in ess units, departments, loca ti ons, asset types and other etc.) functional agg regate groups wh ich app ly to your business . Also supported are building spaces and department/ tenants. W hole-buildi ng bi ll s are automatica ll y allocated by bui lding space based on sq uare footage and department-level ro ll -u ps are han dl ed by the p latform for easy reporting. Ana lysis, repo rt i ng and breakdown are suppo rted at each grouping level. For more details please refer to the BuildingOS App Overview Guide, Bi ll A nalysis App sectio n . 11 1 Ab il ity to identify problem sites with u nusually h igh usage 50 y Bu i ldingOS offers mu ltip le apps for this specific purpose . The Comparison App or consistently high usage compared to a goal thresho ld lets you ana lyze all of your build in gs or select groups to track tota l use an d (e.g. 30% below 2013 usage) normalize by square footage or occupancy. Variance report i ng provides insights into change in use compared to either historical period, forecasted use or specific goa ls. The Build i ngOS reporting framework also provides dedicated year-over-year reporting cards with built-in weathe r and occ upancy norma lization capabilities . 12 1 Customizable query option with a wide range of soo y Bui ld i ngOS offers both ad-hoc and custom dashboard reporting capabilities . All parameters such us usage/cost comparisons for a given apps and report types offer robust support for: month across many years or usage/cost comparisons from -Flexible timescale selection: ca lendar views, ro ll ing periods and custom t ime time periods of the use rs choosing ranges -Norma li zation opt ions: square footage, max occupancy, weather, vacancy -Overlay optio ns and variance t racking: h istorica l reference periods , baseline data, forecast data, goals, budgets -Unit se lection : accurate cost conversions, total energy and emissions reporti ng, native engineerin g units -Data rol l-ups: aggregation of results by bui lding group I depart ment I location, as well as time-based aggregation : daily trend s, weekly t rends, monthly trends, ann ual trends. -Export options : Image, PD F, Exce l CSV, EmailUsing Alerts fanctional ity w ith uti li tv bi ll s all ows use rs to define alert notifi catio ns for high usage or high cost . 13 2 Log projects indicat ing associated me t ers to r u n analys is, so y Bui ldingOS offers a dedica t ed Project Measurement and Verification app w hic h t o benc h mark each project, and t o show progress uses advanced mode li ng techniq ues to quickly and eas il y report on project RO I. M u lti-variable normalization, integ rated wea th er data and a utility rate and t ari ff engine guaran t ee acc u rate fi nancial reporting . The un de rlyin g t ec h no logy was deve loped in co ll abo ration w it h t he Lawrence Berke ley National Labs . For more details please refer to the Bu ilding05 A pp Overview Gu ide. 14 2 Tracki ng of overa ll budget for eac h util ity (as well as for lS y Buil dingOS offers a dedicated Budgeti ng and Plan n i ng app which lets your sets of meters), showi ng used and rema i ning budget at any construct budgets for individua l departments, bu id ling gro u ps or b u i ld ings . The given time p lanning capabilities i n t he app let you make key assumptions around next fiscal yea r consumption changes, cost cha nges and planned adjustments w hich reflect cha nges in your b usiness . Automated budget vs actuals reporting and m ul t iple scear ios modeli ng enables efficien cy cross-t eam collaboration . For more det ail s p lease refer to the Build i ng05 App Overview Guide . 15 2 Forecas ti ng of future use and expenses (qualifier for rate 5 y Planning capabilities are supported by the BuildingOS Budgeting and Planning changes and rate/tariff ana lysis comparing alte rnative app. Rate schedule what-if comparisons are suppo rted by the Bill Verification rates a plus) and rate scheduling analys is to determine app, which require access to interval data and utility bills . For more details appropriate rate schedule or plan for the given utility (e.g. please refer to the BuildingOS App Overview Guide. time of use sc hedu le, peak dav pricing schedu le , etc.l 16 2 Ability to incorporate weather data normalizations as well 100 y The BuildingOS platform has integrated weather data support: any build i ng you as normalization for calendar months (allocating create in BuildingOS automatically pulls a 5 year weather alman ac and begins appropriate usage to each month) polling hourly weather and forecast data from a nearby weather station . The weather data layer is seam less and data is made available where and when you need it across BuildingOS reports and apps. The platform also offers robust normalization capabilities for accurate year-over-year reporting. Occupancy I vacancy data can also be taken into account if available. All utility bill data is tracked in billing periods and automatica lly calendarized for easy roll -up, analysis and reporting on fixed calendar periods. 17 2 Greenhouse gas emissions data tracking for the City's 50 y BuildingOS comes with a flexible data model which allows customers to track municipal operations (e.g., energy, fuel and water used ; any trended variable for data centralization and easy reporting . Resource use emp loyee commute miles traveled; solid waste generated; trended data is also li nked with Lucid's Utility rate and tariff engine , which fugitive emissions from refrigerants, fire suppressio n, etc.) supports carbon emission coefficient and associated carbon reporting. By default Lucid uses eGrid conversion factors but can also be configured to match 1your specific fuel mix. Dashboards and Reports 18 1 At-a-glance dashboards that can be customized for 500 y The BuildingOS reporting framework is the most advanced reporting solution for different users (e.g. Medians team may just want to see building performance data avai labl e in the industry today. Drag-and-drop median related data, etc.) and are automatically updated customization, an expanding library of use case-specific reporting cards , automated email report distribution, print-ready PDF exports and flexible report configuration options are just some of the standard features. Please refer to the BuildingOS Platform Overview Guide for detai ls on key reporting capabilities. 19 1 Simple method to design new reports and save templates 100 y The BuildingOS reporting framework supports all of these capabilities: with: -Use, cost and emissions reporting for any resource at any time scale and data -Fle xible options for filtering report data including charts & resolution graphs to show usage , costs, and trends over a select -Flexible report design : wizard-based reporting card creation, layout control, duration drag-and-drop capabilities -Ability to package reports into batches that can be run -Automated email delivery of PDF reports and downloaded at one time (one click) Currently reports are downloaded individu al ly and not in a batch . If this is a key requirement for the City of Cupertino our Product team would engage to better Ongoing Support and Service 20 1 Software as a se rvice (SaaS), web-based , location 500 y BuildingOS is a cloud-based Saas data platform designed for sca lable independent interface with secured access deployments and use on any device. Lucid uses modern technologies and places a very strong emphasis on security of our platform . We work with over 500 customers such as Google, US Department of Energy, State of Nevada and over 30 US cities, for whom security is of utmost importance. Lucid has a dedicated Security team in house, who used to manage security and infrastructure for eBay Shop ping . We have established policies and procedures which guarantee network, platform, data center and software security. We can provide detailed • documentation on these policies up on request . Lucid also performs regular outside penetration testing and vulnerability evaluatio n by an independent third oartv sec uritv firm . 21 1 Unlimited users and varied user access capabilities (limited 500 y Lucid does not charge for additional users, you can add an unlimited set of users to certain data types, varied view and edit abilities, etc.) to your BuildingOS deployment. User access is managed at the level of individua l buildings and user roles can be custom configured to have a specific level of read/write/no access to everv kev functional part of the platform . 22 1 Excellent and ongoing customer service (Respond s to 500 y Lucid has dedicated suppo rt team which can asset with support requests urgent and non-urgent requests in a timely manner) submitted via phone, email or in-product . Standard support hours are 8am -5pm PST Monday through Friday. Our median first response time is 2.5 hours and median time to resolution is 1.08 days . BuildingOS also offers a customer resource center with product documentation and built-in training resources. In -product training and communication too ls are also available . 23 2 Email alerts when data is uploaded, when there are any 100 y BuildingOS has dedicated Alerts and Notifications app which Jets you define flagged en tries , and/or whe~ there are high usage condition-based notifications which can triggered based on various conditions: sites/entries . Automatically distributed reports to se le ct threshold alerts, high usage alerts, etc. users/emails according to a user defined schedule . Th e BuildingOS reporting framework can distribute reports automatically to select users according to spec ifically defined distribution schedule. Data upload alerts are not currently supported, but BuildingOS does track delayed data or missing readings and can alert specific users w hen automated data connectivity experiences problems. A dedicated data quality engine can helo fill-in J?aPS in missine: data records. buildingOS _. Premium Applications ••• ...... -.. - 811 1 Md'l 8 ll Bruo1ui(>wn 8111 VP11f1~ :tt1' p, P(! IJudtWft'Q T P f! A il) '"' Hr~1 ~',.ir MeaSJlt"lTl:'nt & \rJly \'Pt I r,~llOr1 BuildingOS Apps 0 ·o ·-·o -... I I I I I I I I I I I I BuildingOS is the first centralized data platform for commercial building operations . Beyond offering the most robust data centralization, normalization, analysis, visibility and reporting capabilities in the industry today, BuildingOS also offers a complete suite of applications for the needs of your entire team : Energy Management, Sustainability, Portfolio Management, Finance and Planning. .11'1Pr f<h• \1 al';' I ---- Utility Bill Analysis Core App Benefits Analyze aggregate trends Roll-up utility bill data across business units or your entire portfolio and clearly see year-over-year trends to identify progress towards meeting your goals and objectives . Understand your cost drivers Break down the major cost drivers across your portfolio - isolate the impact of peak demand charges, see the trend of consumption alone, analyze the breakdown between electric, water and gas utility invoices. Identify anomalies and detect overages Easily spot issues with billing when data is finally centralized and easily accessible through a single log-in. Key Features - II BtNkdown •-a - @ Fully automated bill data capture via BuildingOS Utility Data integraitons ® Automated calendarization and normalization of utility bills @ Automated roll-up to business units, departments and your entire organization @ Detailed roll-up and drill-in views ® Interactive year-over-year analysis • ,.BRI CK I @ Breakdown of utility line items : consumption, peak demand charges, service charges and taxes ® Breakdown views by utility type ® Easy export of data to Microsoft Excel ® e -· ,.,BRICK Trend Analysis core App Benefits Analyze any trended data to drive insights The Analyze Trends app makes ad-hoc analysis of any BuildingOS trended data a breeze . Easy navigation, standard and custom date ranges, summary tables let you focus on the task at hand: insight generation. Place your data in context A powerful set of contextual overlays allows you to interpret the trends you are seeing. Standard features like temperature and historical data overlays are supplemented with advanced capabilities wh ich bring your M&V baselines and weather normalized forecasts into view. Be efficient •• 5,006 1.Wh $723.22 67'1. 12 ... $302.94 42"- The workflow in the app is designed to make you as efficient as possible . This means less time spent reviewing data and more time taking action . Key Features @ Support for high resolution interval data, manual data and bill data @ Flexible timescale selection: fixed calendar views , rolling periods and custom date ranges @ Multiple overlays: temperature, HDD/CDD, historical comparisons, M&V baselines & forecasts @ Automated switching between chart types depending on data type and time scale @ Context-aware table summary of key data analytics metrics @ Accurate cost conversions using the BuildingOS Rate & Tariff Engine @ Easy export of data to Microsoft Excel ® ,&RICK BRICK ,,BRICK -~ -· II II Comparison Analysis core App Benefits Benchmark key metrics across all buildings The Comparison App lets you quickly and easily understand how your buildings stack up across metrics of interest: total consumption, peak demand, EUI , total costs or emissions . Compare current to historical performance Easy to use variance tracking allows you to compare current use to historical data and see how each building's performance has changed . Drill into spaces, tenants and equipment Intuit ive drill-in capabilities allow you to zoom into circuit-and equipment-level breakdowns or to look at a breakdown of spaces in a building or tenants across your portfolio. Key Features ..,..,&R ICK @ Benchmark buildings across entire portfolio or by business unit I department or building type @ Benchmark across multiple metrics: total use, total cost, peak demand, EUI or emissions @ Flexible timescale selection : fixed calendar views, rolling periods and custom date ranges @ Variance tracking against historical or forecasted performance @ Data quality and completeness overlays tell you if you are working with data you can trust @ Accurate cost conversions using the BuildingOS Rate & Tariff Engine @ Easy export of data to Microsoft Excel ® Energy Star Benchmarking core App Benefits Analyze Energy Star benchmarking results Gain an intuitive view into Energy Star score distributions across your portfolio. Understand how your buildings stack up with one another and what their EUI is . Focus your efficiency efforts Focus efficiency efforts and investments on the lowest hanging fruit building with a large footprint and a low Energy STAR score . Track changes in your score over time Know when your score changes so you can investigate the root cause before the underlying changes have a material impact on your certification and utility costs . Key Features • " ,, 211 of ll2 • • • • • • • • • • • • • • • • • • • • • • @ Fully automated data capture via BuildingOS Energy STAR Portfolio Manager integration @ Analyze distribution of Energy Star scores across all buildings in your portfolio @ Track site and source EUI @ Track monthly changes in Energy Star scores for specific buildings @ Track progress towards certification goals BACK - ,..., BRICK Heatmap Analysis core App Benefits Improve operational efficiency and reduce costs by 17% Visualize an entire year's worth of interval data to rapidly identify suspect patterns of usage and opportunities to improve building scheduling. On average customers unlock 17% of savings using the Heatmap app . Understand the interaction of weather & performance Gain immediate insights on how weather conditions drive the operating schedule of different systems Collaborate with your team to address problems Identify and tag anomalies through integrated tagging and notation capabilities . Assign responsibility for taking action . Prevent operational drift . . .. He3t Map Analysis -....... Event the most optimized building is not immune to operational drift. Use this app on a regular basis to ensure your hard-earned savings stick and become persistent. Key Features @ Intuitive visualization of interval data @ Outdoor temperature, HDD/CDD, peak demand and baseload overlays @ Interactive point-and-click notation capabilities @ Interactive hover states uncover insights into specific events Before 0 .95 3pm, sun Jan 1 8 SHDO /OCOD After "'BAI Ck Portfolio Drift Analysis core App Benefits Detect and stop operational drift in its tracks Building operational drift can undermine your efficiency efforts and investments. BuildingOS let's you track key metrics across all of your buildings and detect drift before it becomes a problem . Focus your efficiency efforts Finite resources require laser focus -the Portfolio Drift app lets you spot outliers which matter and require your attention . Visualize the fruit of your labor Quickly and easily visualize progress from periods past to current operating conductions across your entire portfolio. Key Features @ Rapid visualization for hundreds of properties @ Easy selection of key metrics: average demand, peak demand, baseload, EUI @ Compari sons between any two periods including custom date ranges @ Compar isons between current operating conditions and historical baseline . -· @ Comparisons between current operating conditions and weather normalized forecast @ Intuitive hove r states provide detailed information on anomalies @ Searchable table with detailed results @ Quick export of results to Microsoft Excel ® • (.,tllt.¥..JCUff r Mjty'{ HW 1di.i!1 oil!! fl Gen,... o fa &oil kW 700""1 (!)ft 93,120 * fttnd -. H)'dnb.Dd orb 16UW 16kkW G> n. 321.389 Wt l•W>d it LOs Mgels Off a A 2291tW 2261CW '" 64,97 .. ill frtllll 1' loo Angcln Oflic:. B 64tw 61kW (j) S'\ !3,707 Wl&INl>d fl M-poh• Offw;e 29kW '19 WI !3,041 lollllfond fl Mountain Vhrw Ofr.c. A l.34~W 350-W 0s ... 3,180 wa r1....i tft1 BRICK Measurement and Verification Premium App Benefits e • ... -BRICK Credible and accurate project ROI tracking Confidently measure & verify energy & cost savings and ROI for projects across your portfolio with using the internationally accepted IPMVP protocol. Ligkting Retrofi t, W es-t Coast O ffic:e s Operational efficiency Automate complex calculations and processes, saving time and costs on data analysis . Accountability Measuring project savings independently gives you the ability to hold third party project designers and implementers accountable. Unlock reinvestment in efficiency projects Clear visibility over project performance and ROI on efficiency investments helps unlock trust, efficiency financing and efficiency reinvestment vehicles . Key Features @ Document project details @ Track savings across multiple utilities and multiple buildings @ Use utility bill or interval data for validation @ Normalize savings by up to 14 variables i ncluding occupancy @ Automate ROI reporting via BuildingOS Reporting engine ® StlA,000 $l)S,l!D 00920,. 80.903 ... 001 @ Report accurate ROI results with the BuildingOS Rate and Tariff engine 1 Crtate a boseHne Effic iency ProJ ectli Add • 8uild"'9 to YoUt Plojed .... __ .... _ ... ·-fOTAI. IMPlEMENTATIOO COSTS $5, 387.000 ··-TOTAL 8AVINOS $7.olb 400 -· r-;--=:i AETUfft ON IHVEBTMENT S.t.229,400 Budgeting and Planning Premium App Benefits Reduce utility spend by 2.5%-5 .0% A well operationalized budgeting process eliminates waste and delivers savings you can count on . Plan and forecast accurately Gain the ability to accurately plan and forecast future utility costs by using historical data and layering key assumptions around future consumption, utility costs and changes in your business operations. Enable a culture of transparency & accountability When budgets are transparent and your team gains easily visibility everyone goes the extra mile to meet and exceed your internal goals. Automate reporting, reduce manual effort and eliminate excuses 20 16 Fiscal Year Budgets I I I I I I I I I I I I With fully automated utility bill capture and integrated reporting capabilities, the BuildingOS Budgeting & Planning app becomes your trusted partner in keeping everyone honest and up to date on progress towards your EOY goals . Key Features @ Create your budgets with ease by upload i ng Excel ® spreadsheets or auto-generating them based on last year's bills @ Manage budgets by utility type, by bu i lding or by business unit or department @ Reconcile bill periods with calendar periods @ Maintain and compare different models and budget scenarios @ Automated reporting of budgets vs. actuals and EOY projections $ Bill Verification Premium App Benefits Detect billing errors By normaliz i ng and comparing utility bill data against sub-metered data the Bill Verification app identifies billing errors and flags the buildings and invoices you need to pay extra attention to. Evaluate the cost impact of alternative rate schedules By selecting an alternative rate schedule you can quickly and easily see what your bill would have been if you switched to a difference rate and compare against your actual charges line by line . Validate data quality Large sub-metering deployments often leave you questioning the validity of the sub-metered data . Meters are sometimes installed incorrectly and multipliers not property configured . The Bill Verification app lets you validate the accuracy of your sub-metering infrastructure against a single source of truth, your utility bill , at a click of a button . Key Features @ Map sub-meters to bills for normalized comparisons @ Leverage the BuildingOS Rate & Tariff Engine to detect overages across consumption and peak demand charges @ Quickly report on over-billed and under-billed buildings across your entire portfolio @ Drill -into specific buildings for a detailed bill-by-bill analysis @ Overlay data quality and data completes metrics ·--~ .... ,..,. -:i.~~=:.l- t'll't 'fhlt J:lt J,..1,1,:'4-! ~:>.J,rw _ _. oJnflW~ ·-•11'1'n"-• ,J.,Ll.l• ..... .... ' .. I .. n ;::::::"-=:" -_J :::" auc.Off'tl. ...... 1#1••• ........... $1U•1,tl2 ____ ... $7•6Utl --· $15l5!lM . s=.213 I ''"""" I ,_ ..... _..... ____ ,_ ...., __ ,,...__ ~ ~ ::..·~.:=r.:=.~~=~=::"::::-.... ~·-................ ~-------·---'°'" I • Occupant Engagement Premium App Benefits Tell the story of your building Every building is unique and tells a different story. Share yours using the best tools available in the industry. Highlight green features Investing in green features increases your building's value yet they are invisible to the average tenant or visitor -PV panels are on the roof, geothermal systems underground, efficient HVAC systems behind closed doors . The BuildingOS engagement tools make all sustainability investments and features visible to everyone. Communicate sustainability initiatives Push content, messaging and current initiatives to tenants, visitors and employees . Getting participati n g from everyone requires an effective communicat ion vehicle. Unlock behavior efficiency Make building performance visible to everyone transforms occupants into active participants of your energy management strategy. Behavior efficiency can contribute 2-5 % in annual energy savings . Key Features @ Custom narrative design for a unique experience @ Drag-and-drop content management @ Real-time data from all buildings systems @ LEED Green Feature showcase @ How-it-works modules for renewable systems @ Integrates with BuildingOS Resource Competitions App @ Integrates with existing digital signage systems @ Interactive and non-interactive LCD kiosk packages available Environme ntal Steward•hip All Works tations Tenant Dashboards Premium App Benefits Create a differentiated tenant experience The world has changed and buildings haven 't followed suite. Stand out from the rest by creating an interactive experience where tenants can access the information they need at a click of a button. Provide your tenants the tools they need to be efficient Giving your tenants visibility over their utility spend and making performance data easily accessible would enable them to optimize their operations and make your building more efficient. Reduce friction Have informed and data-backed conversations with your tenants when reviewing high utility bills. Gain the ability to instantly identify root cause : be it weather or operational. With access to accurate weather and occupancy normalized consumption numbers you will have all of the answers they need. Key Features 9 t --... -- • ... G ~·· @ Use BuildingOS space and tenant management features to accurately allocate utility costs & '. ~ based on square footage or available sub-metering @ Provide tenants with an easy to use tenant dashboard @ Customize their experience by selecting the layout and content @ Provide detailed breakdown of utility costs by space and resource @ Provide weather and occupancy normalized views @ Apply custom utility rates to their utility use data .,s, "'s 80 r 9r"'sr Q 304 12th Street Cosumption & Costs Ii\ t n n r1 O ""' 'or .. ' ·;-r ar,., ~ Ol d Oakland Space Re source Consumption "'sr s,.<1 ~1 c:;tnnr n1o;;.tnrt _. M Electricity 500 kWh ;l!1 El ect ric ity 600 kWh M l! Na tural gas 20thm <V 3 b u ilding loc ations ;l!1 l! Na tura l gas 50 t hm l!b 1 O b u ilding spaces M 6 Wa ter 20 gal lb 66,560 total ft2 All spaces End of Exhibit A.1 Rate (l) Cost 0 $0.10/kWh $50 $0.11 /kWh $60 .$0.05/thm $700 SQ .OQ 2L t hm $300 .$.Q..QQ.5lga] $300 $1 ,410 lucid Escalation Path support@lucidconnects .com Exhibit A.2 Incident Response Roles and Responsibilities Role Responsibility Application Support Level 1: Application level support Level 2: Basic technical troubleshooting Lucid SLA 6/21/16 Communication of incident updates and response timelines to customer . Integration Engineering Level 3: Deep technical integration triaging and root cause analysis System Operations Level 4.1 : System level triage and mitigation Software Engineering Level 4 .2 : Software level triage and mitigation VP of Customer Operations /Product/Engineering Level 5: Business le vel triage and mitigation Incident Severity • Blocker: Product access down ; or issue stops releases ; or loss of data affecting critical operations • Critical : Ongoing significant disruption to planned work , or significant risk of imminent disruption ; Production access is significantly degraded ; Data loss occurring • Major: Issue causes loss of functionality with no workaround • Minor: Issue causes los s of functionality with a workaround , or issue may slow future planned work. • Trivial : Issue doesn't affect functionality . Issue Response Time e 0-8 hours (during business hours) for issues classified as Blocker severity. e Within 48 hours for issues classified as Critical severity e Within 5 working days for issues classified as Major severity. e Within 1 quarter for issues designated as Minor seventy. e Trival is negotiated . Production Service Uptime e 99.9% guaranteed uptime (excludes schedu led maintenance windows) e Scheduled maintenance windows: up to 1 per month, up to 2 hours each, outside of business hours 304 12th Street, Floor 3 I Oakland, Californ i a 94607 End of Ex hibit A.2 EXHIBITB PERFORMANCE SCHEDULE Extensions of the schedule must be mutually agreed upon, in writing, b y the CITY and CONSULTANT. The CITY shall provide a Notice to Proceed (NTP) within one (1) week of contract signing. The ta sk deliverables identified in EXHIBIT A, shall be received by the CITY as indicated below: PROJECT DELIVERABLES (BY TASK) TASKl.O PLANNING 1.10 Kickoff meeting agenda and summary 1.30 City approved written Implementation Plan TASK2.0 IMPLEMENTATION DELIVERY SCHEDULE Five (5) business days before/after meeting which is to occur no later than one (1) week after NTP . Fifteen (15) business days after NTP. 2.10 City approved Utility Data Management Solution Three (3) months after NTP . implemented with the features outlined in Task 2.10 2.20 Weekly updates on implementation progress Every week after task 1.30 until task 2.10 is complete. TASK 3.0 ONGOING SERVICE, TRAINING, AND CUSTOMER SUPPORT 3 .10 Up-to-date and maintained Utility Data Management Ongoing for three (3) years after Solution with the features outlined in Task 2 .10 implementation of task 2.10 . 3.30 Five hours of f01mal training 3.40 Responsive customer support Util ity Data Management Solution City of Cup ertino END OF EXHIBIT B Page 1of1 Within two (2) weeks after implementation of task 2.10 . Ongoing for three (3) years after task 2.10 . June 1,201 6 1) Base Compensation EXHIBITC COMPENSATION The base compensation for this Consultant agreement shall not exceed one hundred and five thousand DOLLARS ($105,000.00). Any work performed in Exhibit A, Scope of Services, which exceeds the base compensation amount shall be at no cost to the CITY. 2) Fee Budget Schedule The Fee Budget Schedule for this AGREEMENT shall be as follows: From Exhibit A Task Task Description Task 1.0 & Planning Task 2.0: Implementation Task 3.0: Ongoing Service, Training, and Customer Support (Months 1-12) Task 3.0 Cont.: Ongoing Service, Training, and Customer Support (Months 13-24) Task 3.0 Cont.: Ongoing Service, Training, and Customer Support (Months 25-36) TOTAL Task Compensation $7,500.00 $42,500.00 $27,500.00 $27,500.00 $ 105,000.00 The CONSUL TANT shall not exceed the specified budget amounts for any Task without prior written authorization from the CITY. The CITY may approve budget transfer amounts betwee n Tasks listed above provided the base AGREEMENT compensation amount in (1) above is not exceeded. 3). Payment Schedule The Payment Schedule for this AGREEMENT shall be as follows: DELIVERABLES %TASK COMPENSATION TASK Task 1.0 & Task2.0 Kickoff meeting agenda and summary 20 % City approved written Implementation Plan 80% Task 3.0 Ongoing Service, Training, and Customer Support (Months 1-12, 100% starting 30 days after contract signing) Task 3.0 Cont. Ongoing Service, Training, and Customer Support (Months 13-24) 100% Task 3.0 Cont. Ongoing Service, Training, and Customer Support (Months 25 -36) 100 % Utility Data Management Solution City of Cupertino Page 1 of2 June I , 2016 The CONSUL TANT may invoice according to the budget schedule only after the CITY provides written approval of the Task deliverables identified in Item C or the CITY provides written approval to provide payment in advance for appropriate services . 4). SUBCONSULTANT Services. SUBCONSULTANTS are not to be utilized unless authorized by the CITY in writing. 5). Reimbursable Expenses: There are no reimbursable expenses in this Agreement. 6). Additional Services: The CITY may request, in writing, additional CONSULTANT services not identified in EXHIBIT A, SCOPE OF SERVICES, Section 2.0, SCOPE OF SERVICES. The CONSULTANT shall provide a written fee proposal within 14 calendar days of the request and obtain the CITY's written authorization prior to performing any additional services . The CITY is under no obligation to authorize potential additional work and is not exclusively limited to only use the CONSULTANT for related work. Each Additional Services proposal shall be separately negotiated, in advance, and paid either on a lump sum or time and material basis as authorized by the CITY. The CONSULTANT shall use the billing rates below throughout the term of this agreement for time and material proposals. CONSULT ANT RA TES FOR ADDITIONAL SERVICES Key Staff Times Additional years of service beyond 3 years Adding a new service agreement Ongoing credit per discontinued service agreement (At next renewal date) Loading/Storing Data for Inactive Service Agreement $160/hour $32,500/year $100/year $50/year $50/year The CONSULTANT shall invoice for authorized Additional Services performed the previous month according to the compensation schedule identified in the Additional Service Directive . The CITY has the option of two (2) one-year extensions of service at the current rate of $32,500 per year. The CITY will notify the CONSULTANT of any intention to extend services three (3) months prior to the expiration of the most current agreement. 7). Maximum Compensation Subject to budget appropriation, the maximum compensation for the entire Consultant agreement is one hundred and five thousand DOLLARS ($105,000.00) plus any work authorized in writing by the CITY. Utility Data Management Solution City of Cupertino END OF EXHIBIT C Page 2of2 June I , 2016 LUCID-3 OP ID: JL ACORD' CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DDIYYYY) \,,.........---06/21/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER ~2~~~cT Debbie Upland BPIA Business Professional il)gN~o Ext': 650-341-4484 I r:,~ Nol: 650-341-4465 Insurance Associates 1519 South B Street E-MAIL San Mateo, CA 94402 ADDRESS : Debbie Upland -G2 Accts INSURER($) AFFORDING COVERAGE NAIC# INSURER A : Massachusetts Bay Ins. Co. 22306 INSURED Lucid Design Group Inc. INSURER B : Allmerica Financial Benefit 41840 304 12th Street, #3C Oakland, CA 94607 INSURER C : INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER· THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT , TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN , THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS , EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR '~~hl%~1 1,~~r6i~, LIMITS LTR INSD WVD POLICY NUMBER A x COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00C ~ D CLAIMS -MADE 0 OCCUR DAMAGE 1?i Kt:N I t:U ODF-9919046-03 01/15/2016 01/15/2017 PREMISES Ea oc curren ce\ $ 1,000,00C - MED EXP (Any one person ) $ 10,000 - PERSONAL & ADV INJURY $ 1,000,00C >--- GEN'L AGGREGATE LIMIT APPLIES PER : GENERALAGGREGATE $ 2,000,00C R DPRO-0Loc 2,000,000 POLICY JECT PRODUCTS -COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY ~ fE~~~~~~~t~INGLE LIMIT $ 1,000,000 A ANY AUTO ODF-9919046-03 01/15/2016 01/15/2017 BODILY INJURY (Per person) $ ~ ALL OWNED -SCHEDULED AUTOS AUTOS BODILY INJUR Y (Per accident ) $ -~ x x NON-OWNED f'p~?~~c~::;t?AMAGE $ HIRED AUTOS AUTOS -~ $ x UMBRELLA LIAB M OCCUR EACH OCCURRENCE $ 5,000,00C - A EXCESS LIAB CLAIMS-MADE ODF-9919046-03 01/15/2016 01/15/2017 AGGREGATE $ 5,000,00C DED I x I RETENTION$ None $ WORKERS COMPENSATION XI ~~tuTE I I OTH- AND EMPLOYERS' LIABILITY ER B Y/N W2F-9919048-03 04/27/2016 04/27/2017 1,000,00C ANY PROPRIETOR/PARTNER/EXECUTI VE [!] E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A 1,000,00C (Mandatory In NH) E.L. DISEASE -EA EMPLOYEE $ If yes , describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLIC Y LIMIT $ 1,000,00C A Technology ODF-9919046-03 01/15/2016 01/15/2017 Each Occ 5,000,00C Professional Liab Aggregate 5,000,00C DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) Evidence of Insurance. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Cupertino THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED JN ACCORDANCE WITH THE POLICY PROVISIONS. 10300 Torre Ave. Cupertino, CA 95014 AUTHORIZED REPRESENTATIVE I ~<Uy~ © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD