15-176 Joint Venture Silicon Valley, Business Community Engagement Support related to the Silicon Valley Community Choice Energy (CCE) PartnershipCommunity Engagement for CCE Partnership September 2015
AGREEMENT BETWEEN THE CITY OF CUPERTINO AND JOINT VENTURE SILICON VALLEY
FOR BUSINESS COMMUNITY ENGAGEMENT SUPPORT
RELATED TO THE SILICON VALLEY COMMUNITY CHOICE ENERGY PARTNERSHIP
THIS AGREEMENT, for reference dated September 8, 2015, is by and between CITY OF
CUPERTINO, a municipal corporation (hereinafter referred to as "City"), and Joint Venture Silicon
Valley, a California corporation, whose address is 100 West San Fernando Street, Suite 310, San
Jose, California 95113 (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; and
B. City is partnering with the cities of Sunnyvale and Mountain View and the
County of Santa Clara (collectively referred to as "Partners") to study the feasibility of a
Community Choice Energy program in the South Bay; and
C. The City of Sunnyvale is the fiscal agent for payment processing for the Partners
relating to the Community Choice Energy program; and
D. City and its Partners are in need of specialized services in relation to a
prospective Community Choice Energy program; and
E. Consultant is specially trained, experienced and competent to perform the
special services which will be required by this Agreement; and
F. City and Consultant desire to enter into an agreement for Business Community
Engagement support related to the Silicon Valley Community Choice Energy Partnership upon
the terms and conditions herein.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as
follows:
1. TERM:
The term of this Agreement shall commence on September 8, 2015, and shall terminate
on June 30, 2016, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED:
Consultant shall perform each and every service set forth in Exhibit "A" which is
attached hereto and incorporated herein by this reference.
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Community Engagement for CCE Partnership September 2015
3. COMPENSATION TO CONSULTANT:
Consultant shall be compensated for services performed pursuant to this Agreement in
the amount not to exceed $24,000 as set forth in Exhibit "B" which is attached hereto and
incorporated herein by this reference. Consultant shall submit invoices to City. City shall review
the invoices and submit uncontested invoices to Sunnyvale for payment processing. Payment
shall be made by checks drawn on the treasury of the City of Sunnyvale, to be taken from the
Community Choice Energy Partnership Funds.
4. TIME IS OF THE ESSENCE:
Consultant and City agree that time is of the essence regarding the performance of this
Agreement.
5. STANDARD OF CARE:
Consultant agrees to perform all services hereunder in a manner commensurate with
the standards of specially trained 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.
6. INDEPENDENT PARTIES:
City and Consultant intend that the relationship between them created by this
Agreement is that of an 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'
compensation plans, vacation and sick leave are available from City to Consultant, its employees
or agents. Deductions shall not be made for any state 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.
7. 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.
8. 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.
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Community Engagement for CCE Partnership September 2015
9. HOLD HARMLESS:
Consultant shall, to the fullest extent allowed by law and without limitation of the
provisions of this Agreement related to insurance, with respect to all services performed in
connection with the Agreement, indemnify, defend, and hold harmless the City and its Partners
and their 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. The
acceptance of Services by City shall not operate as a waiver of the right of indemnification. The
provisions of th is Section survive the completion of Services or termination of this Contract.
10. 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 paragraphs 9A, 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 and its Partners
as additional insureds 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:
(3)
City of Cupertino
Commercial general liability coverage in the following minimum limits:
Bodily Injury: $500,000
each occurrence
$1,000,000
aggregate -all other
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.
Automotive:
Comprehensive automotive liability coverage in the following minimum
limits:
Bodily Injury: $500,000 each occurrence
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Community Engagement for CCE Partnership September 2015
Property Damage: $100,000 each occurrence
or
Combined Single Limit: $500,000 each occurrence
(4) Professional Liability:
Professional liability insurance which includes coverage for the
professional acts, errors and omissions of Consultant in the amount of
at least $1,000,000.
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 and its Partners,
I
on behalf of any insurer providing comprehensive general and automotive liability insurance to
either Consultant or City or its Partners 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 or its Partners 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 Partners, their 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 sufficient to protect
Consultant. Consultant is advised to confer with Consultant's insurance broker to determine
adequate coverage for Consultant.
11. 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.
12. 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
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Community Engagement for CCE Partnership September 2015
assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of
such attempted assignment, hypothecation or transfer. However, claims for money by
Consultant from City under this Agreement may be assigned to a bank, trust 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 issued 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 partnership or joint venture or syndicate or
cotenancy, which shall result in changing 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.
13. SUBCONTRACTOR APPROVAL:
Unless prior written consent from City is obtained, only those people and
subcontractors whose names and resumes are attached to 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 provision of this Agreement.
14. PERMITS AND LICENSES:
Consultant, at his/her sole expense, shall obtain and maintain during the term of this
Agreement, all appropriate permits, certificates and licenses including, but not limited to, a City
Business License, that may be required in connection with the performance of services
hereunder.
15. 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 and its Partners 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 its Partners, and all publication rights are
reserved to City and its Partners. 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 and its Partners 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 or Partner 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.
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Community Engagement for CCE Partnership September 2015
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.
16. 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 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.
17. 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: Erin Cooke and/or Jaqui Guzman
All notices, demands, requests, or approvals from City to Consultant shall be addressed
to Consultant at:
Joint Venture Silicon Valley
100 West San Fernando Street, Suite 310
San Jose, California 95113
Attention: Don Bray
18. 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 cured within the time specified after
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Community Engagement for CCE Partnership September 2015
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.
19. COMPLIANCES:
Consultant shall comply with all state or federal laws and all ordinances, rules and
regulations enacted or issued by City.
20. 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.
21. 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.
22. 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.
22. 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.
23. 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
by either party.
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Community Engagement for CCE Partnership September 2015
24. 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.
IN WITNESS WHEREOF, the parties have caused the Agreement to be executed.
Joint Venture Silicon Valley
A California Corporation
By RusseljHancock
President and CEO
Date ""t--f {', r 2•/$"
{~~
City of Cupertino
CITY OF CUPERTINO
A/~I~~~
Pd£By David Brandt
City Man~er
Date:£'ii'/tJ1pJ-
~,
RECOMMENDED FOR APPROVAL:
ATIEST:
8 I Page
Attachment A
Scope of Work: SVCCEP Business Community Engagement
In the aggregate, commercial and industrial (C&I) electricity use in Sunnyvale, Mountain View,
Cupertino and unincorporated Santa Clara County may represent as much as 70-80% of all
electricity use in the area.
Larger commercial and industrial energy customers are typically very price sensitive. Many have
sophisticated energy management capabilities, and some maintain direct access contracts to
purchase power that is lower cost and/or greener than what the utility provides. Further, a small
number (e.g. "'50) of large corporate energy customers likely represent a significant majority of
overall C&I electric load in the area. Thus, it is particularly important to identify direct access
customer early, and engage those major commercial and industrial energy users who will be likely
customers of SVCCEP, in the feasibility study and formation efforts.
Engaging C&I customers will take focused time and effort. Within large organizations, it can be
difficult to identify and contact the right individuals with whom to engage -those responsible for
managing facilities and local energy use, sustainability, and associated costs/benefits. In addition,
many large companies in the area may have headquarters elsewhere, or leasing/property
management arrangements that complicate visibility and responsibility for local energy use and
costs.
At the same time, thousands of small and medium-sized commercial businesses in the area are
prospective customers of SVCCEP. While these customers represent a smaller electric load, they are
often locally-based with deep roots and influence in the community. The principal challenge with this
segment is establishing efficient and effective mechanisms for contacting and communicating with a
large number of organizations.
To engage the C&I community in the successful formation and operation of SVCCEP, SVCCEP is
looking to address the following key objectives:
efficiently and effectively target business engagement activities, based on customer 'energy
demographics' and primary C&I market segments
build/expand detailed C&I energy customer contact list
begin to build reputation and relationships with prospective SVCCEP customers
initiate and develop effective communication channels/processes for ongoing communication
and engagement with primary C&I customer segments
educate C&I customers on the basic mission, purpose, operations, and benefits of CCE
build/demonstrate business community support for CCE concept and SVCCEP
• understand the needs and preferences of C&I market segments and key customers, v/v
pricing, sustainability, future customer programs, and likely power demand as subscribers to
SVCCEP
Joint Venture Silicon Valley -100 W. San Fernando Street, Suite 310, San Jose, California 95113
tailor power offerings and programs to meet the needs of key C&I customer segments, and
support a high rate of C&I subscription to SVCCEP
Key Business Community Engagement Activities and General Timeline
It is anticipated that initial support for business community engagement activities during Phase 18,
the Technical Feasibility Study, will run approximately four months (16 weeks) from mid-September
2015 to mid-January 2016. ,
Joint Venture will work as part of the SVCEEP team to help plan, initiate and execute relevant
business community outreach activities, as part of the team's broader stakeholder engagement
efforts launched during the Technical Feasibility Study. Key business community outreach activities
are outlined below.
• Business Customer Contact Development and Management
o as necessary, work with SVCEEP team to formalize process for classifying, maintaining
and expanding business community contact list information
o incorporate all business contacts identified to date
o work to identify and establish contacts at additional organizations, particularly those
identified as 'Top rv50' energy customers
o time and schedule: estimate 4 hours/week during first month (Sept 15th-Oct 15th), 2
hours/week thereafter; total 40 hours
Business Community Data Collection and Program Input Approach
o in conjunction with SVCCEP technical analysis team, obtain and analyze summary
business customer information related to overall energy usage that can be determined
from PG&E load data (e.g. customer and usage Pareto/quintile analysis, direct access
volumes, accounts and volumes for key commercial tariffs)
note: detailed customer-specific PG&E load data should be treated confidentially; to
help refine and target C&I outreach efforts, what's suggested here is a basic
pareto/quintile analysis (in the aggregate) to identify top customers inclusive of
associated customer accounts, #of C&I customers/accounts per demand quintile, etc.;
actual data query/summarization can be performed by those with data access permission
o develop/confirm strategy and approach with the SVCCEP team for engaging primary C&I
customer segments, e.g. small/medium business, large PG&E customers,,/large DA
customers, with respect to:
general education, SVCCEP program status, resources and information
surveying customer energy assets, needs, preferences and input to SVCCEP
offering/program development process
• mechanism for recording and publicizing C&I support for community choice -to
build SVCCEP momentum
o time and schedule: estimate 24 hours total, during first month (Sept 15th-Oct 15th)
-2 -
Content Development and Posting
o develop and/or tailor SVCCEP content and materials for C&I audiences, including:
develop and maintain C&I value proposition
develop and maintain C&I workshop presentations
develop and maintain frequently asked C&I questions (FAQs)
develop three high-level case study references from C&I customers in Marin and
Sonoma, for use as hardcopy handouts and on SVCCEP website
o time and schedule:
develop and maintain C&I value prop and workshop presentations: total of 40
hours spanning four months Sept 15th -Jan 15th
C&I FAQ development/maintenance: 2 hours/week, total of 32 hours spanning
four months Sept 15th -Jan 15th
zero-two C&I case study references: 16 hours each, Baseline 0 hours,
Incremental up to 32 hours total, depending on number of case studies
developed
Conduct 1: 1 Meetings with Large Commercial/Industrial Customers
o schedule, prep and conduct individual on-site meetings with 5-14 large C&I customers
(e.g. from 'Top 50' customer group), to orient large customers and SVCCEP, understand
energy-related plans, investments, needs and preferences, and to advance SVCCEP
status and relationships with key energy buyers in the area
o time and schedule: estimate tv4 hours total per meeting to schedule, prep and conduct,
over duration of four months Sept 15th -Jan 15th; Baseline 20 hours for 5 meetings,
Incremental 36 hours for up to 9 additional meetings
Conduct Regularly-Scheduled Series of C&I Workshops
o lead planning and scheduling of a series of C&I engagement workshops/status meetings
targeting larger energy customers (e.g. every other month or quarterly) for September
2015 to January 2016
format and timing to be determined, but likely on the order of 1.5 to 2 hours,
including SVCCEP status and Q&A, expert presentation(s), group input and
dialogue
• any prospective C&I customer can attend, though content would be primarily
designed and directed at larger customers
o lead development of workshop outreach, presentation materials, and workshop conduct
o post-workshop communications
o time and schedule: estimate 40 hours total per meeting to plan, prep and conduct;
Baseline two meetings if quarterly (e.g. Sept, Dec), 80 hours total; Incremental third
meeting adds 40 hours, if meetings conducted every other month and/or if special-
purpose meeting is also planned, e.g. for DA customers
Conduct Presentations to Relevant Business Groups
-3 -
o conduct outreach to relevant business groups (e.g. Chambers of Commerce, Moffett Park
Business Group, BOMA, IFMA), and identify opportunities to present on SVCCEP at
standing group meetings
o schedule, prep and conduct 5-10 business group presentations
o content would be primarily focused on CCE concept and background, operations, C&I
value proposition, current SVCCEP status, and C&I Q&A
o time and schedule: estimate 4 hours total per meeting to plan, prep and conduct;
Baseline of 5 meetings at 20 hours total, Incremental of five additional meetings for
20 hours total
Ongoing Joint Venture Support
o publicize SVCCEP activities as appropriate in monthly Joint Venture Newsletter, via Joint
Venture website, and Board of Director meetings and communications
o integrate SVCCEP efforts as appropriate with ongoing Public Sector Climate Task Force
and SEEDZ program activities
o time and schedule: no charge, included under this arrangement as part of Joint Venture
relationship
Proposed Team and Arrangements
As noted above, commercial and industrial (C&I) electricity use in Sunnyvale, Mountain View,
Cupertino and unincorporated Santa Clara County may represent as much as 70-80% of all
electricity use in the area. It will be critical for the overall SVCCEP team, including the four initiating
agencies and consultants, make it a key priority to understand and serve the needs of this group of
customers.
In this context, Joint Venture envisions helping to define, align, conduct and leverage business
outreach and engagement efforts with the work of the SVCCEP team as a whole. Joint Venture will
participate as appropriate in SVCCEP team meetings, and will have regular access to team
leadership for input, direction setting and decision making where needed.
It is anticipated that Joint Venture's initial support for business community engagement activities
during Phase 1B, the Technical Feasibility Study, will run approximately four months (16 weeks),
from mid-September 2015 to mid-January 2016.
Don Bray will serve as the primary resource for Joint Venture Silicon Valley on this project. Through
his professional experience and work with the SEEDZ Initiative, Don is well-connected with
corporate energy and sustainability professionals in the area. In addition, he will be assisted on an
occasional/as-needed basis by other experienced Joint Venture Silicon Valley resources, including
Kara Gross, Rachel Massaro and Melinda Chacon, for incremental contact development,
administration, and other activities where appropriate.
Total estimated hours for this arrangement are 384 as detailed in the Outreach Budget & Timeline
worksheet.
-4 -
Expenses associated with meeting venues, printing/reproduction, or travel (if any) are not included
in this arrangement, and are assumed to be the responsibility of the initiating agencies. Also, it is
assumed that support and administration of SVCCEP website pages, contact management
database(s), event registrations, and email communications will be provided by others on the
SVCCEP team.
-5 -
=T=a=s=k~~c=~-"-----·,, ., ·· ... •· ··.· ··. •··•· ,···.· . ' ~escription . . .. Baseline Incremental Total$ i Busin!'ss C.ustcl;mer C:ontad:i:k!velopment.~nd Management JVSV Time($) JVSV Time{$) Other Direct Costs Other Costs _Basf! +_Incremental Proposed Timeline Notes
1.1 as necessary, work with SVCCEP team to formalize process for classifying, maintaining
and expanding business community contact list information
1.2 incorporate all business contacts identified to date
1.3 identify and establish contacts at additional organizations, particularly those identified
as 'Top ""50' energy customers
2 ···•7ilil$illessi:0riilriullity[)ata Col.leciion.alld••i>rogiariilnput•Approa~ll.
2.1
2.2
in conjunction with SVCCEP technical analysis team, obtain and analyze summary
business customer information related to overall energy usage that can be determined
from PG&E load data (e.g. customer and usage Pareto/qu·intile analysis, direct access
volumes, accounts and volumes for key commercial tariffs)
develop/confirm strategy and approach with the SVCCEP team for engaging primary C&I
customer segments, e.g. small/medium business, large PG&E customers, large DA
customers, with respect to general education, program status, surveying customer energy
assets, needs, preferences and input to SVCCEP program offering process; mechanisms for
recording/publicizing support of community choice
"' •3 contentt1el!l!ioiJ"1enfarid~ostini:
3.1 develop/maintain C&I value proposition
3.2 develop and maintain C&I workshop presentations
3.3 develop and maintai~ frequently-asked C&l quesitons
develop high-level case study references from C&I customers in Marin and Sonoma, for
3.4 use as hardcopy handouts and on SVCCEP website
··;4· ··• .e:o~!iij~ti:1iVieeti~wii~ i.argE!co"1.tlE!r~1al/1ii<1~.siila1€iist:oriil!rs ·
4.1 schedule, prep and conduct individual on-site meetings with 5-14 large C&I customers
(e.g. from 'Top 50' customer group), to orient large customers and SVCCEP, understand
energy-related plans, investments, needs and preferences, and to advance SVCCEP
status and relationships with key energy buyers in the area
s · ··· tonl!iict l\l!i:~1a~1v:sc~edii1~d series ot t:B.1 Warl<sltolls
5.1 lead planning and scheduling of a series of C&J engagement workshops/status meetings
targeting larger energy customers (e.g. every other month or quarterly); format and
timing to be determined, but likely on the order of 1.5 to 2 hours, including SVCCEP
status and Q&A, expert presentation(s), group input and dialogue; any prospective C&I
customer can attend, though content would be primarily designed and directed at
larger customers; lead development of workshop outreach, presn's, conduct; post-
workshop communications
· ·.(?.·•·•.•co6dlltti>resr!lltai:1!Jlls ti>. (i.e1~van1· eusilleS's.Groi.ips
6.1 conduct outreach to relevant business groups (e.g. Chambers of Commerce, Moffett
-Park Business Group, SOMA, IFMA), and identify opportunities to present on SVCCEP at
standing group meetings; schedule, prep and conduct 5-10 business group
presentations; content would be primarily focused on CCE concept and background,
operations, c&r value proposition, current SVCCEP status, and c&t Q&A
i .bijgoing)~1ntven1:u~~ support ·
7.1 publicize SVCCEP activities as appropriate in monthly Joint Venture Newsletter, via Joint
Venture website, and Board of Director meetings and communications; integrate
SVCCEP efforts as appropriate with ongoing Public Sector Climate Task Force and SEEDZ
program activities
$250 $0
$250 $0
$2,000 $0
$750 $0
$750 $0
$500 $0
$2,000 $0
$2,000 $0
$0 $2,000
$1,250 $2,250
$5,000 $2,500
$1,250 $1,250
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$250 Sept 15 -Oct 15
$250 Sept 15 -Oct 15
$2,000 Sept 15 -Jan 16
$750 Sept 15 -Oct 15
$750 Sept 15 -Oct 15
$500 Sept 15 -Jan 16
$2,000 Sept 15 -Jan 16
$2,000 Sept 15 -Ja.!' 16
$2,000 Sept 15 -Jan 16
$3,500 Sept 15 -Jan 16
$7,500 Sept 15 -Jan 16
$2,500 Sept 15 -Jan 16
$0 Sept 15 -Jan 16
4 hours
4 hours
2 hours/week, 16 weeks
total of 12 hours
total of 12 hours
tota I of 8 hours
total of 32 hours over 16 weeks
total of 32 hours over 16 weeks
incremental includes two case studies at 16 hours per case study
estimate "'4 hours total per meeting to schedule, prep and conduct; 5
meetings baseline, additional 9 meetings incremental
baseline estimate 40 hours total per meeting to plan, prep and
conduct two meetings if quarterly (e.g. Sept, Dec), incremental
third meeting if conducted every other month and/or if special-
purpose meeting is also planned, e.g. for DA customers
baseline estimate 4 hours total per meeting to plan, prep and
conduct five meetings; incremental includes five additional
meetings at 4 hours/per
no charge, included under this arrangement as part of Joint Venture
relationship
Totals $16,000 $8,000 $0 $0 $24,000 384 hours at an hourly rate of $62.50