SVCCE.Scope of work
Attachment A
Scope of Work
Phase 1b (Feasibility) and Preparation for Phase 2 (Implementation Program Development)
Each designated party shall lead the project functions as described below.
Function A: Overall Program Development and Project/Team Management
Lead: City of Sunnyvale
Key activities:
Manage program development consultant and agreement
Coordinate project team members and functions
Support CCE (Mayors) Task Force and Executive Team
Identify, manage and coordinate decision points across team functions (eg, Program Goals, Study
Participant ID)
Support development of partnership and cost-sharing agreements
Support stakeholder identification and mapping
Update project work plan and budget
Prepare forpresentations to Boards/Councils
Function B: Technical Study and Scoping for Energy Services RFP
Lead: City of Sunnyvale
Key Activities:
Manage Technical Services consultant and agreement Pacific Energy Advisors (PEA)
Review of example and alternative scopes or work for Tech Study
Work with PEA and LEAN to develop final scope of work
Prepare for presentations of Tech Study findings to Boards/Councils
Review examples and work with PEA to draft scope of services for Energy Services RFP
Function C: Community Engagement including Outreach, Media, and Stakeholder Meetings
Lead: City of Cupertino
Key Activities:
Manage Community Engagement consultant and agreement MIG
Develop/finalize engagement strategy
Develop final scope of work and negotiate updated agreement with MIG; manage agreement
Maintain and update website
Lead development or update of outreach materials
Lead business engagement (potential partnership with JVSV)
Conduct community meetings and events, engage and leverage interested groups
Media engagement, respond to inquiries, serve as or coordinate spokespersons
Conduct or prepare for community polling
Function D: Interagency Coordination (12 agencies)
Lead: City of Mountain View
Key Activities:
Coordinate communication with broader partner group (12 agency participants)
Field questions from 12 agencies
Track agency meetings, e.g. Commission and Council
Schedule meetings and send invitations to JPA forums
Track agency ordinance adoption and other Council/Board approvals
Track JPA execution meetings
Function E: Recruitment for JPA, starting with GM/CEO
Lead: City of Cupertino
Key Activities:
Hiring executive recruiting firm
Research comparable positions
SVCCEP Agmt - Att A - Function Scopes - 081915.docx Page 1 of 2 Printed 8/19/2015
Establish hiring policies and benefits for eventual JPA positions
Work with Project Team, Executive Team, and Task Force to determine job scope and qualifications
Work with group to determine additional positions needed and timing for JPA launch and tranisiton to
independent operations
Manage recruitment for Project Manager/GM/CEO and other key positions; if to be hired prior to JPA
formation, employees may be limited term positions of a Partner agency.
Function F: JPA Development including agreements as needed for support functions
Lead: City of Sunnyvale
Key Activities:
Manage legal counsel and agreement Richards, Watson, & Gershon
Support development of strategy for JPA formation phased and expanded
Develop JPA agreement
Faciliate interagency meetings to achieve approval and execution of JPA agreement
Develop contracts (with outside service providers or Partners) to provide support functions needed for
JPA
Function G: Financing
Lead: City of Mountain View
Key Activities:
Coordinate and communicate with partners on financing needs
Research and evaluate options for securing bridge Financing for launch (to cover expenses between
launch and revenues received)
Draft and review documents
Make recommendation for which option(s) is most beneficial to the partnership
Function H: JPA Administrative Services - Preparation
Lead: TBD
Key Activities:
Prepare for JPA Support Functions, including:
o JPA Board admin: Meetings, Agendas, Policies, Website
o Accounting for JPA
o Procurement for JPA
May be further divided among Partners by function needed
Some functions may be outsourced; some functions may be continue to be provided by a Partner
agency under contract to JPA
Revised: 8/19/15 /mt
SVCCEP Agmt - Att A - Function Scopes - 081915.docx Page 2 of 2 Printed 8/19/2015