HomeMy WebLinkAbout04 - CC-4 - Award Contract for Intersection Safety - 10/3/2017CITY COUNCIL AGENDA REPORT
MEETING DATE: OCTOBER 3, 2017
ITEM NUMBER: CC -4
SUBJECT: AWARD CONTRACT FOR INTERSECTION SAFETY LIGHTING PROJECT - CITY
PROJECT NO. 17-15
DATE: SEPTEMBER 21, 2017
FROM: PUBLIC SERVICES DEPARTMENT / ENGINEERING
PRESENTATION BY: RAJA SETHURAMAN, PUBLIC SERVICES DIRECTOR
FOR FURTHER INFORMATION CONTACT: BALTAZAR MEJIA, CITY ENGINEER (714) 754-5335
RECOMMENDATION
1. Adopt plans, specifications, and working details for the Intersection Safety Lighting
Project, City Project No. 17-15.
2. Approve Budget Adjustment No. 18-010 (Attachment 1).
3. Award a construction contract to Express Energy Services, 10610 Humbolt Street,
Los Alamitos, CA 90720, in the amount of $308,095.49.
4. Authorize the City Manager to execute the Public Works Agreement.
BACKGROUND
The City is committed towards energy efficiency and sustainability. In this effort, staff
has been coordinating with the Energy Network to take advantage of the no -cost
services provided by their firm. The Energy Network evaluates projects for the energy
efficiency and assists jurisdictions with the completion of these projects. One potential
project is the retrofit of approximately 491 City owned streetlights and intersection lights
to energy efficient and cost effective LED fixtures. By implementing this project, the
City will realize an annual savings (approximately $35,500) in reduced electrical and
maintenance costs to power the LED fixtures and improve safety and reliability.
The City has filed with Southern California Edison (SCE) the incentive rebates
application, and the On -Bill Financing (OBF) application (Attachment 2), and both have
been approved. The available financial incentives are time sensitive and will be
eliminated at the end of this year.
ANALYSIS
The Energy Network's turnkey delivery approach will allow the City to retain a qualified,
competitively selected contractor for this project using procedures expressly authorized
under Government Code Section 4217, et seq. instead of using the traditional design -
bid -build delivery method. Staff determined that it would be more efficient and
economical for the City to utilize its National Joint Powers Alliance (NJPA) membership
to take advantage of the national cooperative contract purchasing program to complete
this project. Since all NJPA contracts are competitively bid nationally and vendors are
pre -qualified by knowledgeable committees with expertise in those trades, the City
benefits from the reduced pricing made possible by large volume national contracts.
The low cost proposer, Express Energy (Attachment 3), possesses a California State
contractor's license classification of "C-10", and has satisfactorily completed similar LED
streetlight conversion projects for other public agencies, such as, the City of Newport
Beach and Placentia.
FISCAL REVIEW
The total contract cost of $308,095 will initially require the City to advance the entire
project cost. Southern California Edison (SCE) will provide an estimated $95,145 in
energy efficiency incentives (rebates) at the completion of the project as reimbursement
back to the City.
For the remaining $212,951 the City will receive a reimbursement check for an
estimated $186,691 at the completion of the project through SCE's On -Bill Financing
(OBF) program. OBF is a no -interest, no -fee program permitting public agencies to
finance qualifying energy-saving projects with zero -interest loans repaid through their
monthly utility bills over 10 years.
The remaining $26,259 will be funded through the FY 2017-18 Maintenance and
Operations budget. A Budget Adjustment in the amount of $308,095 is requested to
cover the contract cost and record estimated Revenue.
LEGAL REVIEW
The City Attorney's office has reviewed this report. Express Energy Services, Inc. will
furnish the necessary bonds and insurance, which will be reviewed by the City
Attorney's office. After the award, approval of the bonds and insurance, and the
subsequent execution of the contract, a "Notice to Proceed" will be issued.
CONCLUSION
This streetlight retrofit by the City will realize an annual savings in reduced electrical
costs to power the LED fixtures and a decrease in streetlight maintenance costs. It is
recommended that the City Council approve an agreement with Express Energy
Services, Inc. of Los Alamitos, CA, for the retrofit of existing streetlights to LED fixture
lighting in the amount of $308,095.49.
RAJA SETHURAMAN
Public Services Director
STEPHEN DUNIVENT
Interim Finance Director
BALTAZAR M EJ IA
City Engineer
AMBER HASTON
Management Analyst
PJ
ATTACHMENTS: 1. Budget Adjustment No. 18-010
2. Notice of On -Bill Financing (OBF) Application Approval
and Funding Reservation
3. IQS Gordian Group Proposal (Express Energy Services,
Inc.
DISTRIBUTION: City Manager
Assistant City Manger
City Attorney
Interim Director of Finance
City Clerk
r-
I—
z
W
2
U
H
Q
BUDGET ADJUSTMENT AUTHORIZATION
Unit
CITY
Department
Public Services
Division
Engineering
Serial Number
18-010
Type of Transaction
Program
Reason for Request:
❑ Revenue Estimate
® Expenditure Appropriation
CITY
❑ Estimate Increase
❑ Intra -Departmental Transfer
To provide funding for the Intersection Safety Lighting
❑ Estimate Decrease
® Inter -Departmental Transfer
Project; recognize $186,691 in loan funding; recognize
® Source
❑ Project -To -Project Transfer
$95,145 energy efficiency rebate.
® From Existing Budget Appropriations
❑ Appropriation Increase
401
® From Donations, Fees, or Grants
❑ Appropriation Decrease
-
❑ From Unappropriated Fund Balance
$95,145
-
Unit
Account
Name
Fund
Organization
Program
Proiect/Grant
Increase
Decrease
CITY
500000
CIP — Intersection Safety Lighting
401
19300
30112
300166
_
$308,095
-
CITY
455999
Other Reimbursements
401
19300
30112
-
$95,145
-
CITY
460350
Loan Proceeds
401
19300
30112
-
$186,691
-
CITY
515300
Electricity— Street Lights
101
19300
30241
-
-
($26,259)
CITY
595100
Operating Transfers Out
101
90000
50240
-
$26,259
-
CITY
460100
Operating Transfers In
401
90000
50240
-
$26,259
-
Department Authorization:
Department Director Date
Recommendation: ® Approval
Reasons for Disapproval:
Director of Finance
❑ Disapproval
Date
City Manager Action:
® Approved ❑ Disapproved
City Manager
_
❑ Not Required
Date
Budget Verification:
The above information has been reviewed, is complete and accurate, and
and/or unappropriated funds are sufficient to support the request.
® Yes ❑ No
Budget Analyst
the appropriations
Date
City Council Action:
® Approved ❑ Disapproved
❑ Not Required
Date
April 07, 2017
Customer Information:
Daniel Baker
City Of Costa Mesa
77 Fair Dr.
Costa Mesa, CA 92626
ATTACHMENT 2
Sr -ND TO: Southern California Edison, Business Incentives
P.O. Box 800, Rosemead, CA 91770-0800
E-mail: Businessincentives@sce.com I Fax: 626-633-3243
Authorized Agent Information:
Julie Castro
The Energy Coalition
47 Discovery Ste 250
Irvine, CA 92618
Questions? 800-736-4777
RE: NOTICE OF ON -BILL FINANCING (OBF) APPLICATION APPROVAL AND FUNDING RESERVATION
PROJECT NUMBER: 361-16-0500921309 SA#: (MULTI -SITE)
Dear Daniel Baker and Julie Castro:
Your On -Bill Financing Application has been reviewed and approved, and funding for your On -Bill Financing
Loan has been reserved.
At this point the estimated OBF Loan funding reservation for your project of $175,639.20 has been established.
Terms and Conditions of Loan Reservation:
1. The reserved amount has been calculated based on the results of the review and approval of your Energy
Efficiency Project Application, and according to the provisions and methodology of the OBF Loan Term
Calculation [LTC1a]. Since the loan reservation amount is based on an approved project proposal, it is an
estimate of what the actual loan amount may be.
1 a. An OBF Loan Term Calculation [LTC1 a] is attached.
2. The actual loan amount will be calculated based on the results of the review and approval of your Energy
Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan
Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the reserved .
amount presented above.
2a. The actual amount of the OBF loan may be less than the reserved amount presented above.
2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above.
3. The expiration of the loan reservation shall be consistent with that of the project incentive.
Next Steps:
• You submit the completed Installation Report [IR] to SCE, and SCE will review it.
• SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC
provisions.
• SCE will issue 2 copies of the OBF Loan Agreement to you.
• You will sign, and have notarized, the Agreements and return to SCE.
• SCE will counter -sign the Agreements.
• SCE will provide you with 1 copy of the fully -executed Loan Agreement and will process the loan
proceeds.
SEND TO: Southern California Edison, Business Incentives
' �; P.O. Box 800, Rosemead, CA 91770-0800
E D I S E-mail: Businessincentives@sce.com I Fax: 626-633-3243
An K91WV ?e'� NAV01VA4*- emwy Questions? 800-736-4777
If you have any questions, please contact your SCE Account Representative. You may also call us at (800)
736-4777 Monday through Friday, from 8:00 a.m. to 5:00 p.m., or send an e-mail to
Business! ncentives@sce.com. Please have your Project Number available for reference when you call, or
include it in your e-mail.
Sincerely,
Delia Williams
Program Manager - On Bill Financing
Southern California Edison Company
Notice: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin,
sex, marital status, age (provided the applicant has the capacity to enter into a binding contract); because all or part of the applicants income derives from any public
assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers
compliance with this law concerning SCE is the Federal Trade Commission, Equal Credit Opportunity, Washington DC 20580.
On -Bill Financing Program - Final Loan Term Calculation (LTC1a)
Completion Date/Time:
4/6/2017 2:35 PM
Market Segment:
"` LTC1a
Project Number:
See Schedule A
COSTA MESA, CITY OF
119 subsequent monthly payments $1,463.66
Service Account to be Billed:
3-001-4588-34
Estimated Annual kWh Savings x Average Rate = $ savings (B.1 x A)
FINAL TERMS CALCULATED BASED ON FINAL
Customer Number:
1-0-000-7022
City, CA Zip:
REVIEW AND VERIFICATION OF THE PROJECT
Customer Account Number:
See Schedule A
INSTALLATION REPORT
Loan ID:
0-000-0086-70
From Approved Installation Report
C.2. Excess Project Cost
Bundle ID:
BDL0317
Based on 20% Basic Lighting Cap Rule
C.3. Actual Total Rebate/Incentive
OBF Application Receipt Date:
12/29/2016
From Approved Installation Report
CA. Other
PROJECT ECONOMIC SUMMARY
EXPLANATION
A. AVERAGE ELECTRIC BILLING RATE — past 12 months (Cents/kWh) $ 0.08133 Based on Billing History (All sites included)
B. ENERGY EFFICIENCY PROJECT SAVINGS
LTC1a Reserved Amount is $175,639.20
Market Segment:
Government and Institutions
First month payment is $1,463.66
Business Name:
COSTA MESA, CITY OF
119 subsequent monthly payments $1,463.66
Reference Name:
OBF-CITY OF COSTA MESA SAFETY LTS PT 1
Estimated Annual kWh Savings x Average Rate = $ savings (B.1 x A)
Address:
SUNFLOWER AV
1,463.66
City, CA Zip:
SANTA ANA, CA 92701
PROJECT ECONOMIC SUMMARY
EXPLANATION
A. AVERAGE ELECTRIC BILLING RATE — past 12 months (Cents/kWh) $ 0.08133 Based on Billing History (All sites included)
B. ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Combined Annual Kilowatt Hour Savings (kWh)
215,959.3
From Approved Installation Report
B.2. Estimated Combined Annual Dollar($) Savings
$
17,563.97
Estimated Annual kWh Savings x Average Rate = $ savings (B.1 x A)
B.3. Estimated Combined Monthly Dollar($) Savings
$
1,463.66
Estimated Monthly $ Savings (B.2 / 12)
C. COSTS
C.1. Actual Total Combined Project Cost
$
398,979.66
From Approved Installation Report
C.2. Excess Project Cost
$
-
Based on 20% Basic Lighting Cap Rule
C.3. Actual Total Rebate/Incentive
$
87,462.27
From Approved Installation Report
CA. Other
$
C.5. Actual Potential Loan Amount (Gross Amount)
$
311,517.39
(C.1) - (C.2) - (C.3) - (C.4)
C.6. LTC1 Reserved Amount
$
175,639.20
From LTC1 calculation following Approved Project Application
C.7. LTC2 Reserved Amount
$
311,517.39
LTC2 Loan Amount per policy cannot be greater than LTC1 amount
D. LOAN
D.1. Gross Amount for Potential Financing $ 311,517.39 Lesser of (C.5) or (C.6) or other rules apply
D.2. Monthly Loan Repayment Amount $ 1,463.66 (B.3)
D.3. Actual loan term (Months) Time required to repay loan in months (subject to
213 exception analysis below)
DA. Actual loan tens (Years) 17.8 Time required to repay loan in years: (D.3) /12
E. LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Min/Max Loan Amount)
E.1.1. Market Segment Minimum Loan Amount $ 5,000 Minimum Loan Amount per Service Account or Bundle
E.1.3. Within Market Segment Limit?
E.2. Customer Loan Limit Test (Previous Loans for this Customer Account)
Is D.1 within loan amount limits YIN?
E.2.2. Previous Loans Reserved for this Customer $ Total of previous OBF loans + reservations
Number
E.2.4. Within 10% of Total Budget? Y
E.3. Length of Loan Test
E.3.1. Loan Length Limit (months) 120 CIA (lighting) = 36, CIA (non -lighting) = 60, G81 = 120 months
E.3.2. Within Loan Length Limit? N Is D.3 within limit Y/N?
E.4. Expected Useful Life (EUL)* Loan Length Limit Test
E.4.1. Applicable Measure EUL (months) 120 EUL in months of measure with greatest kWh contribution
E.4.2. Within EUL Loan Length Limit?
Is D.3 within limit Y/N?
E.5. EXCEPTION ANALYSIS (If any EA thru EA. yields a "No") Exception Analysis Loan Minimum Requirement Test
Does the loan amount from Exception Analysis meet the $5K loan
minimum requirement? YES
E.5.1. First Payment Amount $ 1,463.66
E.5.2. Subsequent Monthly Loan Repayment Amount $ 1,463.66 Based on minimum loan requirement of $5K and supplemental
E.5.3. Subsequent Monthly Payments 119 Exception Analysis, this amount qualifies for an 08F loan.
E.5.4. Net Amount for Financing $ 175,639.20
Evected Useful Life (EUL): Each measure Is expected b perform sati4acto ly for a pe of time. An EUL for inch enegy aHciency measue is asegned by the Cardorna Energy Commisson (CEC).
Lcen Is eaicUated usirq the energy saangs values approved by Ne incentive Program.
LTC ID: 12022
Customer Name: COSTA MESA, CITY OF
OBF-CITY OF COSTA MESA SAFETY
Customer Reference: LTS PT 1
Loan ID: 0-000-0086-70
Bundle ID: BDLO317
SCHEDULE A
LTC1a
Customer Account to be Billed: 2-01.195-363
Service Account to be Billed: 3 -001 -4588 -
Amount Financed: $175,639.
Months to Pay: 1
1st Month Payment: $1,463.
$1,463.66 per month for, 119
Remaining Monthly Payments: months
Multiple ,Sites
Site #
Project Number
Customer Account
Site Service Account Number
Site LoanArnount
1
361-16-0500921309
2-01-196-6405 _
3-005-1743-33_
$5,370.80
2
361-16-0500921309
2-01-196-6405
3-001-4588-37
3
361-16-0500921309
2-01-196-6405
3-001-4588-38
__$259,270.39
$1,342.71
4
361-16-0500921309
2-01-196-6421
3-001-4588-39
$2,685.41
5
361-16-0500921309
2-01-196-6405
3-001-45_88-40
$';,928.28
6
361-16-0500921309
2-01-196-6405
3-001-4588-41
$3,104.27
7
361-16-0500921309
2-01-196-6405
3-005-1743-26
$2,685.40
8
361-16-0500921309
2-01-196-6405
3-005-1743-29
$2,685.40
9
361-16-0500921309
2-01-195-3635
3-001-4588-34
$2,964.67
10
361-16-0500921309
2-01-196-6405
3-005-1743-32
$2,685.40
11
361-16-0500921309
2-01-196-6405
3-005-1743-42
$2,685.110
12
361-16-0500921309
2-01-196-6405
3-005-1743-34
$2,685.40
13
361-16-0500921309
2-01-196-6405 _
3-005-1743-3 `_i
$2,014.05
14
361-16-0500921309
2-01-196-6405 _
3-005-1743-36
$2,014.06
15
361-16-0500921309 _
2-01-196-6405
3-005-1743-3-)
$2,014.06
16
361-16-0500921309
2-01-196-6405
3-005-1743-38
$;1,857.22
17
361-16-0500921309
2-01-196-6405
3-005-1743-39
$2,014.05
18
361-16-0500921309
2-01-196-6405
3-005-1743-40_
$2,685.110
19
361-16-0500921309
2-01-196-6405
3-005-1743-31
$2,825.02
Uncapped Amount: Financed: :?31],517.39
* Prepared by: Jay Hervey 04/07/2017
March 13, 2017
Customer Information:
Daniel Baker
City Of Costa Mesa
77 Fair Dr.
Costa Mesa, CA 92626
ENO TO: Southern California Edison, Business Incentives
P.O. Box 800, Rosemead, CA 91770-0800
E-mail: Businesslncentives@sce•com I Fax: 626-633-3243
Authorized Agent Information:
Julie Castro
The Energy Coalition
47 Discovery Ste 250
Irvine, CA 92618
Questions? 800-736-4777
RE: NOTICE OF ON -BILL FINANCING (OBF) APPLICATION APPROVAL AND FUNDING RESERVATION
PROJECT NUMBER: 361.16-0500921371 SA:`: (MULTI -SITE) BDLO301
Deg Daniel Baker and Julie Castro:
Your On -Bill Financing Application has been reviewed and approved, and funding for your On -Bill Financing
Loan has been reserved.
At this point the estimated OBF Loan funding reservation for your project of $15.616.80 has been established.
Terms and Conditions of Loan Reservation:
1. The reserved amount has been calculated based on the results of the reviey,v and approval of your Energy
=iiiClenOy Project Application, and according to the provisions and methodology of the OBF Loan Tel -M
Calculation [LTC1 a]. Since, the loan reservation amount is based on an approved project proposal, it is an
estimate of what the actual loan amount may be.
1a. An OBF Loan Term Caiculation [LTC1a] is attached.
2. The actual loan amount will be calculated based on the results of the review and approval of your Energy
Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan
Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the reserved
amount presented above.
2a. The actual amount of the OBF loan may be less than the reserved amount presented above.
2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above.
3. The expiration of the loan reservation shall be consistent with that of the project incentive.
Next Steos:
• You submit the completed Installation Report [IR] to SCE, and SCE will review it.
• SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC
provisions.
• SCE will issue 2 copies of the OBF Loan Agreement to you.
• You will sign, and have notarized, the Agreements and return to SCE.
• SCE will counter -sign the Agreements.
• SCE will provide you with 1 copy of the fully -executed Loan Agreement and will process the loan
proceeds.
1SI�
dk5 F„f3WN J:tMU:? A 770NAL i lvv,tpL?p
March 13, 2017
Customer Information:
Daniel Baker
City Of Costa Mesa
77 Fair Dr.
Costa Mesa, CA 92626
ENO TO: Southern California Edison, Business Incentives
P.O. Box 800, Rosemead, CA 91770-0800
E-mail: Businesslncentives@sce•com I Fax: 626-633-3243
Authorized Agent Information:
Julie Castro
The Energy Coalition
47 Discovery Ste 250
Irvine, CA 92618
Questions? 800-736-4777
RE: NOTICE OF ON -BILL FINANCING (OBF) APPLICATION APPROVAL AND FUNDING RESERVATION
PROJECT NUMBER: 361.16-0500921371 SA:`: (MULTI -SITE) BDLO301
Deg Daniel Baker and Julie Castro:
Your On -Bill Financing Application has been reviewed and approved, and funding for your On -Bill Financing
Loan has been reserved.
At this point the estimated OBF Loan funding reservation for your project of $15.616.80 has been established.
Terms and Conditions of Loan Reservation:
1. The reserved amount has been calculated based on the results of the reviey,v and approval of your Energy
=iiiClenOy Project Application, and according to the provisions and methodology of the OBF Loan Tel -M
Calculation [LTC1 a]. Since, the loan reservation amount is based on an approved project proposal, it is an
estimate of what the actual loan amount may be.
1a. An OBF Loan Term Caiculation [LTC1a] is attached.
2. The actual loan amount will be calculated based on the results of the review and approval of your Energy
Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan
Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the reserved
amount presented above.
2a. The actual amount of the OBF loan may be less than the reserved amount presented above.
2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above.
3. The expiration of the loan reservation shall be consistent with that of the project incentive.
Next Steos:
• You submit the completed Installation Report [IR] to SCE, and SCE will review it.
• SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC
provisions.
• SCE will issue 2 copies of the OBF Loan Agreement to you.
• You will sign, and have notarized, the Agreements and return to SCE.
• SCE will counter -sign the Agreements.
• SCE will provide you with 1 copy of the fully -executed Loan Agreement and will process the loan
proceeds.
If you wish to proceed with the project after all eligible solutions are installed, complete and sign
1V -.- I i�V P.i'.l:_.-� 1.-_1_11 �1:_._ P9_�_.i=..L.__:a al_ _
the Ci iciosed Express oluiio is ii i�`ii,iaiiuiiol i 1 �i:NUi L. vuUi I lit Ll is following documents to resume
Ie
the application process:
• Signed Express Solutions Installation Report
• Itemized proof of purchase, including invoice(s), purchase and installation dates
• Specification sheet(s) for the installed solution(s)/measure(s)
• SCE Product Location Form
• Authorized Participant Agreement
i A i uil
• v� ..rCWv
• W9
Upon receipt of these documents, we will confirm eligibility. After successful review, SCE will
provide the appropriate incentive to you or your designated payee. You may be contacted if
information is missing or incomplete.
If you have any questions, please contact your SCE Account Representative. You may also call
us at (800) 736-4777 Monday through Friday, from 8:00 a.m. to 5:00 p.m., or send an e-mail to
Businesslncentives@sce.com. Please have your UPN available for reference when you call,
or include it in your e-mail.
$(yitriRM4 CAUFO tNIA Energy Management Solutions Incentives
������,
2013 - 2014 Express Installation Report
08, AnagAL- y
DIRECTIONS: After your Proposed Express Solutions project is installed and operational, enter the project installation date
in the field provided. Review the information from your original Incentive Application below. If nothing has changed, complete
and sign Section 10 on this Installation Report (IR) Form and submit it to SCE at one of the addresses below. If any
information has changed on your application since you sent it to SCE, indicate the change on Page 2 of this form, sign
Section 10 and return both pages to SCE.
Business Incentives E-mail: Businesslncentives@sce.com
Southern California Edison Fax: 626-633-3243
P.O. Box 800 Questions? Call 800-736-4777
Rosemead, CA 91770-0800
UPN #: 1361-16-0500921309 R NOTE. *If submitting a project for more than one service account or more than 5
SA #`: 3 - 001458834 MULTI SITE Express Solutions complete and attach the Mulitple Site Form
www.sce.com/solutions) with this completed Installation Report.
Installation Date: (Date all installations were complete and operating properly)
Section 1A) Customer Information (From • ..
CITY OF COSTA MESA DANIEL BAKER
mpany uslness Name Mmea Name e
77 FAIR DRIVE L COSTA MESA CA-) 92626
ompany usiness Mailing Aaaress City State ,p
714-754-5156 DANIE -.BAKER@COSAMESACA.GOV
Contact Phone Number Contact E-Mail Address
SectionCustomer's• '• A•'nt (From Original Application)
THE ENERGY COALITION JULIE CASTRO
EustomerlAuthorizect Agentbusiness Name on'taci t7 ame"
47 DISCOVERY SUITE 250 IRVINE CA 92618
949-732-1080 JCASTRO@ENERGYCOALITION.ORG
ustome s Authorized Agent Phone Number Customefs ..ftnzed Agent -Mail Address
Section 3) Express Solubons* (From Original; Application)
fAUffrU-rU115fffiLT1nncen
Description of Replaced Equipment (e.g., lighting type, Installed
ve41
Incentive Total
Per Unit
Solution Code I Solution Description wattage, etc.)
s
,
.,,,...SEE MULTI SOLUTION SHEET
r
1
1
Note: If your project consists of more than 5 solutions please refer to the attachment. YOUR ESTIMATED INCENTIVE TOTAL: $0.00
Section• • Original Application)
A. Form Of Payment: INCENTIVE CHECK
orm o aymen
B. Payee Information:
CITY OF COSTA MESA DANIEL BAKER
xm�rtr'lnaprd�msara
_
77 FAIR DRIVE [---,COSTA MESA �M Y CA 92626
Company/Business Mailing Address Crty State Zip
714-754-5156 DANIEL.BAKER@COSAMESACA.GOV
Contact Phone Number Contact E-Mail Address -
C. Tax Identification Type: employer ID Number (EIN)l Social Securi 956005030 I Corporation
Federal T.ID,Ermloyer lD Number (EINy Sod•I Securay Nufta ISSN) Identification Number Tax Status
D. Utility Bill Credit: Exempt Reason
_
3- 2.
Service Account Number Customer Account Number
Section• • •n (From Original Application)
se is ox o up a e us omer tln orma ion eren roma ova
Contact Name Title
tM,
Page t
UPN # 381-18-0500921309
SA # 001458834 MULTI SITE
Use this box to update Authorized Agent information (if different from page 1):
Customer's Authorized Agent Business Name Contact Name
F
Customers Authorized Agent Mailing Address City slats Zip
Customers Authorized Agent Phone Number Customer's Authorized Agent E -Mail Address
Section• • •ns* (From Original
Use this box to update Express Solutions information (If different from page 1):
Refer to the Energy Management Solutions Guide or www.sce.com/solutions for Solution Codes, Solution Descriptions, Incentive Amounts and
Program Equipment Eligibility Requirements. Then calculate your Express Solutions incentive total'.
# of Units Incentive $ Incentive Total $
Description of Replaced Equipment (e.g., lighting type, Installed Per Unit
Solution Code ISolution Description wattage, etc.)
k'. E... eek .iY9 L"n` 8
,.........,__... > _ ..,,., .................._,. t
0.00
0.00
.,-.,. ..-v... - �, ,.....v.....,.,._..-
0.00 _
0.00
0.00
•If submitting more than 5 Express Solutuions complete and attach the Express YOUR ESTIMATED REVISED
Solution page of the Multiple Site/Solution Worksheet at www.sce.com/solutions. INCENTIVE TOTAL: $0.00
Section 9) Payment Information (From Original Application)
Use this box to update Payment Information (if different from page 1):
A. Form of Payment (Please check one) C. Tax Identificatlon Type ease
J Check to Customer [Complete B & C] check one)
❑ Utility Bill Credit to Customer [Complete C & DI Federal Tax ID/Employer ID
❑ Check to Authorized 3rd Party [Complete B, C & E. Provide 3rd party information in section C] Number (EIN)
B. Payee Information
Payee-Customer/Business Name Contact Name Title
❑ Social SecuriNumber
Tax Status
Company/Business Mailing Address City slate Zip
(Please check one)
L1 C1 Corporation/LLC
Contact Phone Number contact E -Mail Address Individual/Sole
n Proprietor/General Partnership
❑ Tax-exempt, Non-profit
D. Utility Bill Credit (Please complete this section if you prefer payment in the form of a bill credit to the customer of record) Exempt Reason
E. Payment Release Authorization (Please complete this section if an Authorized Agent is to receive the check)
As the Customer, I am authorizing this payment of my incentive to the Third Party named in section B, above, and I understand that I will not be
receiving the incentive check from SCE. I also understand that my release of this payment to the Authorized Agent does not exempt me from the
requirements outlined in the Application package.
Customer Name (please print) Signature Title Data
Section1) Installabon and Operation
1, the Customer or Authorized Agent below, certify that (i) the Express Solutions have been completely installed, functionally tested and proven capable
of operating and being maintained to perform in conformity with their design intent, and (ii) that a licensed contractor was used, where applicable, and
all applicable permitting requirements for this installation were followed. The instnllatinn date of nperatinn of the Express Solution is also certified.
Name (Please print) Signature Title Date
To be completed only if you are requesting an H VA C Rebate:
1. HVAC Permit (if reauired). Il a'permit is required for any HVAC installation/replacement, f have provided the permit number below. (If no permit
is required, leave this section blank.) Permit# Agency
2. Contractor Certification. If a contractor was used for any HVAC installation/replacement, this section must be completed by the contractor.
By checking this box, I certify I am a licensed contractor and have followed applicable permiiling requirements and, if required, that the HVAC
permit information above is correct
Signature of Contractor Name (please print) Date
Multiple Project Site/Solution Worksheet
2013-2014 Express Solutions
SEND -TO: Southern California Edison, Business Incentives vaumew c�uroaan
P.O. Box 800, Rosemead, CA 91770-0800 EDIS0N•
Fax: 626.633-32431 E-mail: Businesslncentives@sce.com I Questions? 800-736-4777 ••�++++x•��
NEW Your project may be eligible for a Comprehensive Project Bonus. See cover sheet for eligibility requirements.
Use this spreadsheet when installing solutions at more than one aroiect site or more than four Exoress Solutions at all oroiect sites. Web Confirmation: W##042740
1, If your project includes Express Solutions, fill out and submit this form with your completed application.
2. If you have more than 20 sites to list, use the drop down menu to the right to add more rows.
3. Use a separate line item for each solution located in a different location at the project site (e.g., warehouse, parking lot, room#). To avoid processing delays and ensure all eligible incentives are provided,
please provide exact and detailed equipment location and description information.
4. To obtain a Description of Existing Equipment refer to either your project proposal or contractor invoice. Refer to the Solutions Directory (www.sce.com/nrclems/download/solutionsdirectory.pdo for Solutions Codes,
Solution Descriptions, Incentive Amounts, and Program and Equipment Eligibility Requirements. Read and answer the eligibility requirements before proceeding with your equipment purchase. Then calculate your incentive total.
5. For installed projects, submit the following: 1) Invoice receipt(s) and 2) Specification sheet(s) for each installed solution(s) from vendor. Number of Rows F 40
Page 1 2/1/2011
Company Name:
City of Costa Mesa
Utility Use Only
(Project
#)
Express Solutions Only
Existing Equipment Location and Description
New Equi ment Incentive Calculations
Project
Site
Exact and Detailed Location
Has the
Date of
Actual or
Unit of
Number of
Incentive S
Number
Exact and Detailed Location
Qty
Description of Existing
Solution
Solution Description
of
Solution
Proposed
Measure (e.g.,
Units
Per Unit
Incentive Total
Estimated
(From
of Existing Equipment
Equipment
Code
New Solution
Already Been
Installation
lamp, fixture,
Installed
Project Costs
Page 1
Installed
sq.ft., hp, etc.)
A
X B
= C
Office roof, NE comer of
Office roof, NE comer of
Ex
building
i
Air handler unit #4
AC -97352
Variable -frequency drives for HVA C fans
building
Yes
812112013
HP
-1
$80.00
$80.00
$200.00
> 90 to 130 -watt LED fixture, replacing HPS
1
SUNFLOWER AV/PLAZA
>_
250W HPSV Streetlight
LT -78130
fixture
SUNFLOWER AV/PLAZA
No
3/1/2017
Fixture
2
$140.00
1,280.00
$1,711.26
> 130 to 150 -watt LED fixture. replacing HPS;
1
SUNFLOWER AV/PLAZA
2
400 HPSV
LT -35164
fixture
SUNFLOWER AV/PLAZA
No
3/1/2017
Fixture
2
$212,00
$42400
$2,123.44
250W HPSV Streetlight, 20OW
> 90 to 130 -watt LED fixture, replacing HP$
2
VARIOUS
305
HPSV Streetlight
LT -78130
fixture
VARIOUS
No
3/1/2017
Fixture
305
$140.00
542.700.00
$260,967.15
> 130 to 1430 -watt LED fixture, repiaCinq HPS
2
VARIOUS
60
700 MV, 400 HPSV, 310 HPSV
LT -35164
fixture
VARIOUS
No
3/1/2017
Fixture
60
$212.00
S12;720.00
$63,703.20
28 to 43 -watt L.D fixture. replacing MPS '.
2
VARIOUS
14
175 MV
LT -73136
fixture
VARIOUS
No
3/1/2017
f-,xture
14
$98.00
$1.372.00
$7,490.70
> 90 to 130 -watt LED fixtwe, replacing HPS
3
BAKER/MILBRO ST
2
250W HPSV Streetlight
LT -78130
fixture
BAKERIMILBRO ST
No
3/1/2017
Fixture
2
$140.00
,5280.00
$1,711.26
> 90 to '130 -watt LED fiTt rePlaring HPS :.
4
BAKER/ROYAL PALM
q
250W HPSV Streetlight
LT -78130
fixture
BAKER/ROYAL PALM
No
3/1/2017
Fixture
4
$140.00
$560.00
$3,422.52
250W HPSV Streetlight, 20OW
p 90 to LED fixture, replacing HPS.
5
BEAR / BAKER ST
7
HPSV Streetlight
LT -78130
fixture
BEAR / BAKER ST
No
3/1/2017
Fixture
7
$140.00
$980.00
$5,989.41
> 130 to t90 -watt LED fixture, replacing HPS
5
BEAR / BAKER ST
'I
400 HPSV
LT -35164
fixture
BEAR / BAKER ST
No
3/1/2017
Fixture
1
5:.12.00
1,212.00
$1,061.72
- 28 to 43 -watt LED fixture, replacing HPS
5
BEAR / BAKER ST
1
175 MV
LT -73136
fixture
BEAR / BAKER ST
No
3/1/2017
Fixture
1
$98.00
$98.00
$535.05
> 90 to 130 -watt i,ED fixture, replacing HPS
6
CDM FRWY/BRISTOL
1
20OW HPSV Streetlight
LT -78130
fixture
CDM FRWY/BRISTOL
No
3/1/2017
Fixture
1
$140.00
$140.00
$855.63
> 136 to 196 -watt LED fixture, replacing NPS
6
CDM FRWY/BRISTOL
3
400 MV
LT -35164
fixture
CDM FRWY/BRISTOL
No
3/1/2017
Fixture
3
$21200
5636.00
$3,185.16
> 90 to 13Q -watt LED fixture, replacing HPS
7
NPT BLVD / 15TH ST
.I
20OW HPSV Streetlight
LT -78130
fixture
NPT BLVD / 15TH ST
No
3/1/2017
Fixture
4
$14090
$5(u) (""1
$3,422.52
> ;i0 to 130 -watt LED fixture, replacing HP$
8
REDHILL/BRISTOL
4
250W HPSV Streetlight
LT -78130
fixture
REDHILL/BRISTOL
No
3/1/2017
Fature
4
$1110,00
$5(30.00
$3,422.52
> 4r0 to 130 -watt LED fixture, replacing !-IPS
9
HARBOR/NPT BLVD CM
3
20OW HPSV Streetlight
LT -78130
fixture
HARBOR/NPT BLVD CM
No
3/1/2017
F uturo
3
$140.00
$420A0
$2,566.89
> 130 to 190 -watt LED fixture, replacing HPS
9
HARBOR/NPT BLVD CM
.1
310 HPSV
LT -35164
fixture
HARBOR/NPT BLVD CM
No
3/1/2017
Fixture
1
$212.00
$212.00
$1,061.72
100 to 130 -watt LED fixture, replacing HPS`
10
16THINPT BLVD CM
.I
20OW HPSV Streetlight
LT -78130
fixture
16TH/NPT BLVD CM
No
3/1/2017
Future
4
5140.00
360.00
$3,422.52
250W HPSV Streetlight, 20OW
> 90 to 130 -watt LED fixture, replacing HPS
11
17TH / NEWPORT
8
HPSV Streetlight
LT -78130
fixture
17TH / NEWPORT
No
3/1/2017
Fixvrre
8
11140.00
1,1.120.00
$6,845.04
190 to 130 -watt LEU fixture, replac)ng HPS
12
TBLVD/ROCHESTER
4
20OW HPSV Streetlight
LT -78130
fixture
NPT BLVD/ROCHESTER
No
3/1/2017
Fixture
4
k'140.00
$560.00
$3,422.52
> 90 to 130 -watt LED fixture, repiacing HPS
--•-
13
NPT BLVD/BROADWAY
3
20OW HPSV Streetlight
LT-78120L_fixture
NPT BLVD/BROADWAY
No
3/1/2017
Fixture
3
$140.110
5420.00
$2,566.89
Page 1 2/1/2011
Multiple Project Site/Solution Worksheet SEND TO: Southern California Edison, Business incentives eou ci cs,rg.r.,,
2013-2014 Express Solutions P.O. Box 800, Rosemead, CA 91770-0800 6 _jl EDIISON•
p Fax: 626-633-32431 E-mail: Businessincentives@sce.com I Questions? 800-736-4777 r..aww�nrnrenan.ue•a......
NEW Your project may be eligible for a Comprehensive Project Bonus. See cover sheet for eligibility requirements.
Use this spreadsheet when installing solutions at more than one project site or more than four Express Solutions at all prom2ct sites. Web Confirmation: I/V#042740
1. If your project includes Express Solutions, fill out and submit this form with your completed application.
2. If you have more than 20 sites to list, use the drop down menu to the right to add more rows.
3. Use a separate line item for each solution located in a different location at the project site (e.g., warehouse, parking lot, rooms To avoid processing delays and ensure all eligible incentives are provided,
please provide exact and detailed equipment location and description information.
4. To obtain a Description of Existing Equipment refer to either your project proposal or contractor invoice. Refer to the Solutions Directory (www.sce.cominrclemsldownloadlsolufionsdirectory.pdf) for liolutions Codes,
Solution Descriptions, Incentive Amounts, and Program and Equipment Eligibility Requirements. Read and answer the eligibility requirements before proceeding with your equipment purchase. There calculate your incentive total.
5. For installed projects, submit the following: 1) Invoice receipt(s) and 2) Specification sheet(s) for each installed solution(s) from vendor. Number of Rows F 40 -7
2/1 /2011
Company Name:
City of Costa Mesa
utility Use Only
(Project #)
_—
Express Solutions Only
Existing Equipment Location and Description
New Equi ment Incentive Calculations
Project
Site
Number
Pare 1
Exact and Detailed Location
of Existing Equipment
Qty
Description of Existing
Equipment
Solution
Code
Solution Description
Exact and Detailed Location
of
New Solution
Has the
Solution
Already Been
Installed
Date of
Actual or
Proposed
Ins Date
III: of
Measure (e.g.,
lamp, fixture,
sq'ft" hip, etc.)
Number of
Units
Installed
A
Incentive $
Incentive Total
Per unit
X B - C
Estimated
Project Costs
14
NPT BLVD/FAIRVIEW
3
25OW HPSV Streetlight, 20OW
HPSV Streettight
LT -7813)_
> 90 to 130 -watt LED fixture, iiireplacing HP
fatwe
NPT BLVD/FAIRVIEW
No
3/1/2017
Fir: ire.
3
11 K,
-�'
00
$2,566.89
15
16
NPT BLVD/SANTA ISAB
NPT BLVD/BAY ST CM
3
1
25OW HPSV Streetlight, 20OW
HPSV Streetlight
15OW HPSV Streetlight
LT -78130_
LT -24820
EE90 to130-watt LED fixture ,replac'no
f fixture
54 to � )-watt LED fixture,repwc nIIPS
fixture
NPT BLVD/SANTA ISAB
NPT BLVD/BAY ST CM
No
No
3/1/2017
3/1/2017
j T Fc-,ue
ilMF �na
3
1
i $110.
'1 6(
`-'c♦�00
$2,566.89
$668.63
16
NPT BLVD/BAY ST CM
5
250W HPSV Streetlight, 20OW
HPSV StreeOight
LT -7813)
t0 to 1;:0=putt LED fixtu e, rep�rf, mg HPS
fixture
NPT BLVD/BAY ST CM
No
3/1/2017
--- --
5
3191.�i<
S7(r)(i0
$4,278.15
17
NET BLVD/22ND ST CM
3
20OW HPSV Streetlight
LT -78130
Y D i) to 13030-wat L E D ixlu rep acing HPS
fxtu e
NPT BLVD/22ND ST CM
No
3/1/2017
—
�� Eu arz:
i.�.....,-......_.
3
'�
C 1 0
-
$2,566.89
18
FAIR DR W/O NEWPORT
4
20OW HPSV Streetlight
LT -78130_
s -U to1,0— 40t I ED fixtw e. �epwdng Hi
fixture
FAIR DR W/O NEWPORT
No
3/1/2017
Fu re
I, rte
4
4
at�� 0=:
66 t o i.�.K
;;56) r�0
v ;n) u0
$3,422.52
$3,422.52
19 NPT BLVD/SANTA ISBL 4 20OW HPSV Streetlight
LT -78130
> 9D to) f'3Q--waft'EED fixture, replacing HP5
W � fxture: NPT BLVD/SANTA ISBL No 3/1/2017
YFz
_
i
Revised W13/2016
TOTAL
_@$,fhdQ�O"
•$398#i7$.$T;s
2/1 /2011
Work Order Signature Document
ATTACHMENT 3
221 APRIAhk &VRjb,-
THE GORDI;I GROUP
NJPA EZIQC Contract No.: CA-GL1 OD -082013 -EES
7 New Work Order ❑ Modify an Existing Work Order
Work Order Number.: 051544.00 Work Order Date: 08/21/2017
Work Order Title: Cost Mesa Street Lighting
Owner Name: City of Costa Mesa Contractor Name: Express Energy Services, Inc.
Contact: Thom Coughlin Contact: Jacob Williams
Phone: (714) 754-5123 Phone:
Work to be Performed
Work to be performed as per the Final Detailed Scope of Work Attached and as per the terms and conditions of NJPA
EZIQC Contract No CA-GL10D-082013-EES.
Brief Work Order Descriotion:
TEN LeoTek LS -2 Street Lighting.
Time of Performance Estimated Start Date:
Estimated Completetion Date:
Liquidated Damages Will apply: 11 Will not aooly:
Work Order Firm Fixed Price: $308,095.49
Owner Purchase Order Number:
Approvals
Owner
Work Order Signature Document
Date Contractor
Date
Page 1 of 1
8/21/2017
'41 C
Detailed Scope of Work THE GORDIAN GROUP
o: 01"iW
o iliams
Express Energy Services, Inc.
10610 Humbolt Street Los Alamitos, CA. 90720
Los Alamitos, CA 90720
No Data Input
Date Printed: August 21, 2017
Work Order Number: 051544.00
Work Order Title: Cost Mesa Street Lighting
Brief Scope: TEN LeoTek LS -2 Street Lighting.
From: Thom Coughlin
City of Costa Mesa
77 Fair Drive
Costa Mesa, CA 92626
(714)754-5123
7 Preliminary 0 Revised 51 Final
The following items detail the scope of work as discussed at the site. All requirements necessary to accomplish the items
set forth below shall be considered part of this scope of work.
Below is the SOW for the Costa Mesa Street Light Project: Quantity 396- Leotek
GCL1-60G-MV-NW-3R-GY-530-WL-PCR7-LLPC replacing existing 150-250w HPSV Quantity 57- Leotek
GCL1-80G-MV-NW-3R-GY-700-WL-PCR7-LLPC replacing existing 310-400w HPSV Quantity 15- Leotek
GCL1-60G-MV-NW-3R-GY-530-WL-PCR7-LLPC replacing existing 175w MV quantity 23- Leotek
GCL1-80G-MV-NW-3R-GY-700-WL-PCR7-LLPC replacing existing 400-700w MV All fixtures will be ordered with both
shorting caps and photocells depending on which is needed per fixture. All existing material will be recycled properly, and
removed from the site each day after work.
Subject to the terms and conditions of JOC Contract CA-GL10D-082013-EES.
Contractor
Owner
Date
Date
Scope of Work
Page 1 of 1
8/21/2017
Contractor's Price Proposal - Summary
Date: August 21, 2017
Re: IQC Master Contract #:
CA-GL10D-082013-EES
Work Order #:
051544.00
Owner PO #:
Title:
Cost Mesa Street Lighting
Contractor:
Express Energy Services, Inc.
Proposal Value:
$308,095.49
Category - No Category Input
$308,095.49
Proposal Total $308,095.49
Thisl total represents the correct total for the proposal. Any discrepancy between line totals,
sub -totals and the proposal total is due to rounding.
The Percentage of NPP on this Proposal: 90.29%
Contractors Price Proposal - Summary
Page 1 of 1
8/21/2017
Contractor's Price Proposal - Detail
Date: August 21, 2017
Re: IQC Master Contract #:
CA-GL10D-082013-EES
Work Order #:
051544.00
Owner PO #:
Title:
Cost Mesa Street Lighting
Contractor:
Express Energy Services, Inc.
Proposal Value:
$308,095.49
Sect. Item Mod. UOM Description
Labor Equip. Material (Excludes) Line Total
Category - No Cateaory Input
1 01 22 16 00 0002
2 01 22 20 00 0082
to Reimbursable FeesReimbursable fees will be paid to the contractor for the
actual cost, without mark-up, for which a receipt or bill is received. The
Adjustment Factor applied to Reimbursable Fees will be 1.0000. The labor
cost involved in obtaining all permits is in the Adjustment Factor. The base
cost of the Reimbursable Fee is $1.00. The quantity used will adjust the base
cost to the actual Reimbursable Fee (e.g. quantity of 125 = $125.00
Reimbursable Fee). If there are multiple Reimbursable Fees, each one shall be
listed separately with a comment in the "note" block to identify the
Reimbursable Fees (e.g. sidewalk closure, road cut, various permits,
extended warrantee, expedited shipping costs, etc.). A copy of each receipt
shall be included with the Proposal.
Installation Quantity Unit Price Factor
19,625.00 x 1.00 x 1.0750
Bonds, Permits, Fees, Etc.
Total
21, 096.88
DAY Traffic Control SystemNote: Includes 1 truck, 1 arrow board, 1 licensed traffic
control person, traffic cones
Factor
Installation Quantity Unit Price _ Total
$21,096.88
$8,141.13
Contractor's Price Proposal - Detail
Page 1 of 2
8/21/2017
Contractor's Price Proposal - Detail Continues..
Work Order Number: 051544.00
Work Order Title: Cost Mesa Street Lighting
Category - No Category Input
9 16006 - . 0081; §
� , � � �eotek GCL4-S0G �/-ttW 3"R-GY-7C0-WL QCR7-ELPC &C
k
� +
q ^,73 20
�,iUar;cl4
NPP nstalfa,cn r
n., Pace
acfor
Total
52.00 X
625.98 x
42^ =
37,173.20
Includes beth Sharting Caps and Phc,ccels
1Q "6000 003'; _ect= GC 1-8G fir, fv`vh Rv,-
_�_,
PC -SC
$7,14869
Czua tiry
(nSia�latiCn
unit P-ce
`
Totai
0.00 x
625.98 x
_
1-,42C
1:148.9
it li€des both Shorting Caps and Pnotocelis
11 26 01 50 51 0154 EA Recycle HID Lamps
$692.31
Quantity
Installation
Unit Price
Factor
Total
491.00 x
1.41 x
_
1.0000 -
692.31
Subtotal for Category - No Category Input
$308,095.49
Proposal Total
$308,095.49
This total represents the correct total for the proposal. Any discrepancy between line totals,
sub -totals and the proposal total is due to rounding.
The Percentage of NPP on this Proposal: 90.29%
Contractors Price Proposal - Detail
Page 2 of 2
8/21/2017
Subcontractor Listing
Date: August 21, 2017
Re: IQC Master Contract #: CA-GL10D-082013-EES
Work Order #:
051544.00
Owner PO #:
Title:
Cost Mesa Street Lighting
Contractor:
Express Energy Services, Inc.
Proposal Value:
$308,095.49
No Subcontractors have been
selected for this Work Order
a
THE GORDIAN GROUP
$0.001 0.00
Subcontractor Listing
Page 1 of 1
8/21/2017
Project Summary
The city of Costa Mesa enrolled with The Energy Network in November 2016 to
take advantage of the no -cost services available to help the agency move energy
efficiency projects from conception to completion. Staff expressed a high level of
interest in upgrading the City's safety lights. This Project Proposal summarizes
the recommendations of the street lighting audit conducted by TRC. By
implementing this project at a cost of $308,095 Costa Mesa can reduce energy
annual energy and maintenance costs by an estimated $35,499 per year.
Project Benefits
• Capture $95,145 in utility incentives
• Reduce greenhouse gas emissions equal to
taking 908 cars off the road
• Improve safety and reliability
• Reduce maintenance costs
• Position the city of Costa Mesa as a
community leader
• Hedge against increasing utility costs
Additional costs, such as construction management or staff time, are not
included in this table. Incentive and OBF reimbursements are not
received until after the project has been completed and approved by the
Utilities.
Project Financial Metrics
Net Present Value (NPV)
$319,7247
NPV with OBF & cash
$346,993
Savings to Investment Ratio (SIR)
2.01
On -Bill Financing Payback
10 years
Return on Investment (ROI)
164.4
Financial metrics definitions can be found in Appendix A.
Energy Savings Measures
Project Milestones and Activities
The Energy Network will assist your agency with completing your energy efficiency projects in an expedited manner, with
an anticipated construction start date of November, 2017. Your Project Manager, Julie Castro, will work with you to refine
these proposed dates and the project activities. You may contact Julie Castro at (949)732-1080 or
jcastro@energycoalition.org.
Date
Project Proposal Approval I April, 2017
Draft Scope of Work approval I May, 2017 I
Council Approval Date
September 2017
I Construction Start Date I November, 2017 I
Turnkey Project Delivery and the National Joint Powers Alliance (NJPA)
The Energy Coalition's Turnkey Delivery approach allows the city of Costa Mesa to retain a qualified, competitively
selected contractor for energy efficiency projects in a manner that significantly reduces the time and expense associated
with a traditional local government procurement process, the National Joint Powers Alliance (NJPA). The city of Costa
Mesa is an existing NJPA member with full access to their cooperative procurement services.
More details about the NJPA can be found in Appendix C.
Additional
Project/
Gross Project
Estimated SCE
Funds
Facility
Energy Efficiency Measure
kWh Savings
Cost
Incentive
Estimated OBF
Required
Costa Mesa
Retrofit HPSV and MV LS -2 Street Lights with
236,652 kWh
$308,095
$95,145
$186,691
$26,259
Safety Lights
energy-efficient LED fixtures
Project Milestones and Activities
The Energy Network will assist your agency with completing your energy efficiency projects in an expedited manner, with
an anticipated construction start date of November, 2017. Your Project Manager, Julie Castro, will work with you to refine
these proposed dates and the project activities. You may contact Julie Castro at (949)732-1080 or
jcastro@energycoalition.org.
Date
Project Proposal Approval I April, 2017
Draft Scope of Work approval I May, 2017 I
Council Approval Date
September 2017
I Construction Start Date I November, 2017 I
Turnkey Project Delivery and the National Joint Powers Alliance (NJPA)
The Energy Coalition's Turnkey Delivery approach allows the city of Costa Mesa to retain a qualified, competitively
selected contractor for energy efficiency projects in a manner that significantly reduces the time and expense associated
with a traditional local government procurement process, the National Joint Powers Alliance (NJPA). The city of Costa
Mesa is an existing NJPA member with full access to their cooperative procurement services.
More details about the NJPA can be found in Appendix C.
Cost Breakdown over Project Lifetime
Up -front capital requirements are often the greatest obstacle in pursuing energy efficiency retrofit projects. However, by
utilizing the estimated $9,1455 in incentives and the estimated $186,691 in OBF, the city of Costa Mesa will be left with
only $26,259 in out-of-pocket cost.
Cash Flow Analysis
The Energy Network provides expert guidance identifying financing opportunities available for public agencies and
applying and securing them for eligible agencies. Financing options that are available to the city of Costa Mesa include:
On -Bill Financing (OBF). Additional details about OBF can be found in Appendix B. The projected annual cash-flow for
Costa Mesa is outlined below.
�. csc. �I.c I csz. 3c,t ver I
i
Principal I T,-rm I
$186,691
Year
f
Incentives
( Est. utility
! C _
n
Est.
Maintenance ce
Savings
( Total Cash
II
Inflators
� Est. SCE OBF
Payment
Net Cash Flows
6
$281,836
$281,836
I
($26,259)
1
$ 29,265
$4,462
$33,727
($18,278)
$35}'156
2
$ 29,549
$4,419
$33,968
($17,745)
$16,223
3
$ 29,836
$4,376
$34,212
($17,228)
$16,984
4
$ 30,126
$4,333
$34,459
($16,727)
$17,733
5
$ 301,418
$4,291
$34,710
($16,239)
$18A70
6
$ 3{7,714
$4,2501
$34,963
($15,766)
$19,197
7
$ 31,632
$4,2(78
$35,224
(.$15,367)
$19,913
8
$ 31,313
$4,168
.$35,481
($14,861)
$20,619
9
$ 31,617
$4,127
$35,7411
($14,429)
$21,316
10
$ 31,924
$4,687
$36,611
($3.2,841)
$23,170
11
$ 32,234
$4,047
$36,281
$6
$36,281
12
$ 32,547
$4,008
$36,555
$6
$36,555
13
$ 32,863
$3,969
$36,832
%
$36;832
14
$ 33,182
$3,931
$37,113
$0
$37,113
15
$ 33,504
$3,892
$37,397
$0
$37,397
Totals
$470,1O5 1
$62,569
$814,510
($159,422)
$346,993
Appendix A: Financial Metrics Definitions
Gross Project Cost the total of all construction costs for each measure including direct labor, materials, equipment, the
contractor's adjustment factor and all task order processing fees.
Net Benefit: The net savings after payments for construction costs and interest on loans. Includes estimated incentives.
Net Present Value (NPto: NPV takes into account the time value of money and indicates what a project's lifetime cash
flow is worth today. NPV is determined by taking the sum of the present value of all current and future cash flows,
including purchase and installation costs, and future utility and maintenance savings.
Return on Investment (ROI): the percentage return from a project, where savings includes the net present value of both
utility cost savings and maintenance cost savings over the life of the project, per CEC Proposition 39 Guidelines.
ROI = {[Savings ($) - Gross Project Cost] / Gross Project Cost ($)} *100%
Reimbursable Costs: Money returned by the utilities after the project has been installed with the Installation Report
submitted and approved.
Simple Payback Period (SPP): the amount of time required to recover the initial costs of a project from its savings. A
simple payback period ignores the time value of money and assumes that future savings occur in even amounts each
year. For example, a $1,000 investment that saves $500 each year has a two-year simple payback period. A project is
economically acceptable if the payback period is less than the length of the project life.
SPP = Net Project Cost ($) / Annual Savings ($/yr)
Savings -to -Investment Ratio (SIR): the value of benefits from a project divided by its cost. Per CEC Proposition 39:
SIR = NPV / (Gross Project Cost — Incentives — Other Grants — Non -energy Benefits)
With the exception of maintenance savings, TEN does not use "Non -energy Benefits" in its financial models.
Financing Assumptions
Discount Rate
0.03
Utility Escalation Rate
0.04
Inflation Rate
0.02
Maintenance Savings
(% of Gross Project Cost)
0.02
Project Lease Interest Rate 10.035
Appendix B: On -Bill Financing FAQs
What is On -Bill Financing?
On -Bill Financing, or OBF, assists eligible customers finance their qualified energy efficiency projects. The loan is a
no -interest, no -fee loan repaid through the customer's monthly energy bill.
Who is Eligible?
All SCE business customers are eligible. To participate, you must:
• Apply for one or more of eligible energy efficiency solutions
• Have an active SCE account for a minimum of the past two years
• Be in good credit standing with SCE
What are the Loan Limits?
Loan terms are a maximum of 10 years. Loan amounts must be between $5,000-$250,000, with a one-time option of a $1
million loan. Certain caps may apply, your TEN project manager will know if these caps apply to your project.
How do I Apply?
Since this form of financing is available to current utility customers, the application and implementation process is
relatively streamlined and allows for easy adoption of energy efficient measures. Your TEN project manager will be happy
to assist you in this process.
How does it work?
Your TEN project manager will help along every step of the way to securing your OBF funds:
1. Submit the OBF application along with the Incentives Application on SCE's Online Application Tool
2. SCE will review the OBF Application and the agency's payment history
3. An SCE engineer or approved third -party inspector will conduct a pre -inspection
4. Upon approval and inspection, the OBF funds will be reserved
5. Equipment Installation may begin upon receipt of loan approval
6. When installation is complete, submit an Installation Report to SCE
7. SCE will review the installation report
8. If approved, OBF funds will be distributed at this time
9. The first zero -interest loan repayment will appear on the next scheduled SCE bill.
Appendix C: Turnkey Project Delivery and the National Joint Powers Alliance (NJPA)
The Turnkey approach involves the following steps, taking advantage of membership in the NJPA as well as the flexible
procurement procedures available to all local governmental agencies under California Government Code section 4217.10,
et seq., for the installation of energy efficiency projects:
The agency joins as a member of NJPA at no cost or liability, and thereby can access contractors previously selected by
NJPA based upon both the contractors' qualifications to perform the type of work involved in the agency's project, and
competitive bid prices for that type of work.
Working with The Energy Coalition, the agency (a) determines the specific bid items that comprise the energy efficiency
project, (b) selects a contractor based upon the competitive bids submitted to NJPA for the specified bid items that make
up the project, and (c) estimates the likely cost savings from implementing the project using the Turnkey Delivery
approach and the selected contractor, in order to confirm the benefits of the implementing the project in this manner.
The agency conducts a public hearing, and makes a formal finding that the agency's energy efficiency project is
anticipated to result in cost savings to the agency.
The agency enters into a contract with the selected contractor for the performance of the energy efficiency contract based
upon that contractor's competitively bid price for the work.
This Turnkey Delivery approach provides the agency with the benefits and protections of the traditional "design, bid and
build" public works procurement process, but at a lower cost and with less time and staff resource commitments. These
savings result because the agency takes advantage of NJPA's services to identify each of the specific work components
of an energy efficiency project, and select qualified contractors based upon their competitive bids for these project
components. This approach allows the agency to forego detailed engineering and design of the project, and to solicit bids
from the previously qualified, competitively selected contractors to perform the agency's proposed energy efficiency
project.
f
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LS -2 safety Lighting Phase 1
Contractor Scope of Work
The Energy Network Project ID
A71CSL1
Prepared for
City of Costa Mesa
Prepared by
The Energy Network
Scope of Work Developed by
TRC Energy Services
3/20/2017
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1 Summary of Scope of Work
The City of Costa Mesacurrently owns and operates (491) LS -2 safety lights at intersections
throughout the City. The City's inventory predominantly consists of high pressure sodium (HPSV)
and mercury vapor (MV) cobrahead fixtures.
The City has identified an energy conservation opportunity through the replacement of the City -
owned streetlights with Light -Emitting Diode (LED) fixtures. This project will replace existing LS -
2 streetlights with LED fixtures.
Table 1 presents the inventory of existing fixtures to be removed and replacement fixtures to be
installed:
Table 1: Existing Fixtures and LED Replacement Fixtures
Existing Fixtures
New Fixtures
Fixture Type:
Qty, of
Fixture
Type
Wattage
Manufacturer/Model
Wattage
HPSV
150
Leotek GCL1-60G-MV-NW-3R-GY-530-WL-
105
Cobrahead
1
PCR7-LLPC-WL
HPSV
200
Leotek GCL1-60G-MV-NW-3R-GY-530-WL-
105
Cobrahead
124
PCR7-LLPC-W L
HPSV
250
Leotek GCL1-60G-MV-NW-3R-GY-530-WL-
105
Cobrahead
271
PCR7-LLPC-W L
HPSV
310
Leotek GCL1-80G-MV-NW-3R-GY-700-WL-
185
Cobrahead
5
PCR7-LLPC-W L
HPSV
400
Leotek GCL1-80G-MV-NW-3R-GY-700-WL-
165
Cobrahead
52
PCR7-LLPC-W L
MV
175
Leotek GCL1-60G-MV-NW-3R-GY-530-WL-
105
Cobrahead
15
PCR7-LLPC-W L
MV
400
Leotek GCL1-80G-MV-NW-3R-GY-700-WL-
185
Cobrahead
13
PCR7-LLPC-WL
MV
700
Leotek GCL1-80G-MV-NW-3R-GY-700-WL-
185
Cobrahead
10
PCR7-LLPC-WL
Total 491
The LED retrofit shall maintain the existing controls in place. All intersection safety lights will have
photocells installed on each fixture as specified. However, if it is found that the existing fixture is
on a circuit which is controlled by a photocell, it shall receive a shorting cap.
A full list of specific streetlights to be replaced with LED luminaires is provided separately in a
spreadsheet, titled Closeout Checklist. Also provided is a list of Southern California Edison (SCE) -
maintained inventory maps, in a zipped folder, titled Project Maps.
The following part
ies are involved during the project construction:
• Agency CM: Public agency representative assigned as Construction Manager
• Contractor: The installation contractor
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2 General
2.1 Terms and Conditions
Contractor will adhere to the following terms and conditions throughout the project:
a) Contractor will conduct all work between Monda,, and Frid;;v durinq normal working
hours, defined as 7:00 am to 4:00 PM.
b) Contractor will comply with safety requirements and practices in accordance with
Agency requirements and Cal/OSHA.
c) Contractor will do all that is necessary to maintain a safe working environment for
Contractor's employees, Agency and facility employees and the general public who
might be present.
d) Contractor will work with the Agency facility staff to understand and abide by any site-
specific security procedures.
e) Contractor will be diligent in following the technical specifications set forth in this Scope
of Work and leave the construction sites with no damage to streets and roadways,
sidewalks, medians, traffic signals, street and roadway signage, fixture poles and arms,
landscaping, and other site features and characteristics.
f) The site will be, at the conclusion of work, left in a condition of cleanliness such that no
adverse evidence of work remains.
g) Contractor is responsible for securing all necessary permits (including business license
and encroachment permit) and will abide by local laws and regulations.
h) All work will be performed in accordance with all national, state, and local codes.
I) It is the Contractor's responsibility to include the proper Adjustment Factor(s) and the
necessary tasks and quantities in the Price Proposal for completion of the work
described herein. The risk associated with incorrect Adjustment Factor(s), missing tasks,
and inaccurate quantities from the Price Proposal shall be borne by the Contractor.
j) Contractor's Price Proposal is based on the final and approved Detailed Scope of Work
and per the inventory shown on the Closeout Checklist (provided as a separate
spreadsheet file) and the corresponding replacement fixture mapping Tables 1,
considered as the Base Price. Contractor is to provide unit -based pricing, for each fixture
type and size, as part of this Price Proposal. Unit prices to be listed on Appendix F.
k) Prior to ordering of equipment and fixtures, and starting work the Contractor is to verify
fixture quantities, types, circuit voltages, locations of glare shields and any other
installation needs. The Agency will not be incur additional costs for restocking fees
based on discrepancies in the inventory, as it is the Contractor's responsibility to verify
the inventory prior to ordering materials.
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1) Contractor will be compensated for work performed and fixtures installed. Any increase
on the Base Price due to larger inventory will require written approval by the Agency and
will follow procedures set forth for change orders. Any decrease on Base Price due to
smaller inventory will result in a lower Base Price to the Contractor.
m) Contractor will provide clear and complete invoices with sufficient project information per
utility requirements (Appendix G).
2.2 Prevailing Wages
Contractor shall be required to pay the prevailing rate of wages in accordance with the Labor
Code and the State of California prevailing wage laws.
2.3 Project Management
Contractor will fulfill the following requirements to facilitate project management:
a) Contractor will perform the roles and assume responsibilities as per the responsibility
matrix provided in Appendix A.
b) If Contractor proposes substituting a piece of equipment different from the design,
Contractor will submit a substitution request — Appendix B. Substitution requests must
be provided to the City and approved before the submittal of the proposal.
c) Contractor will provide an overall schedule for each week, and a minimum one week
look -ahead schedule identifying work areas for each day and/or night.
d) At the end of each shift, Contractor will prepare a daily progress report log for that shift
to the Agency Construction Manager to facilitate next -day verification/inspection via
email: communication will also include problems (e.g. access issues) and details for the
next day's work schedule — Appendix "C".
e) The contractor and/or the Agency can initiate a supplemental task order. All parties are
responsible for reviewing supplemental task orders
f) Contractor will notify the Agency CM when the project has been completed.
• Close-out will include true -up of the quantity of each retrofit code installed.
• Agency CM will generate punch list items. Contractor will perform punch list items.
• Contractor will furnish the final construction As -Built Documents as described below.
• Contractor will cooperate with testing process and final inspection.
2.4 Meetings
The Contractor will attend the following meetings complete with preparation and follow-up:
a) Pre -construction logistics meeting — for introduction to team members, to understand
roles and responsibilities, to discuss the construction schedule, and to learn the
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submittal transmittal process. At the pre -construction meeting, the Agency CM and the
Contractor will establish a mechanism for ongoing verification and inspection of work.
b) Construction kick-off meeting — to resolve any remaining pre -construction issues and
begin onsite construction.
c) Submittal review meetings as required - for discussion of major submittal -related issues
that cannot be resolved through the submittal transmittal process.
d) Periodic construction meetings, as needed — to discuss punch list items, safety issues
and the construction progress.
e) Final job walk — to convey substantial completion to project team members and request
final acceptance. The Contractor will schedule this meeting and the Agency CM plus
facility personnel shall attend.
f) Contractor will review meeting minutes circulated after key meetings and resolve all
action items assigned to the Contractor by the due date indicated therein.
2.5 Logistics
Contractor will coordinate logistics with the Agency to ensure safe and timely execution of the
work. At a minimum the Contractor will perform the following activities:
a) Contractor will conduct a safety briefing to its staff and provide items presented to the
Agency upon approval of the construction schedule and prior to the start of construction.
b) Contractor will work with the Agency to coordinate and develop an appropriate traffic
safety plan for the various locations for Agency's review/approval prior to the start of
construction.
c) Contractor will comply with safety requirements and practices in compliance with local
Agency requirements and in accordance with Cal/OSHA.
d) The Agency will be responsible for notifying residents and businesses in the area of
construction as scheduled and will be responsible for arranging traffic control
procedures.
e) Contractor will do everything necessary to maintain a safe working environment for its
employees, Agency employees, facility tenants, and the general public.
f) A plan for storage and staging area(s) will be determined during the pre -construction
meeting.
g) Contractor will be responsible for the security of the Contractor's property, equipment,
construction materials and all other items on the staging area or construction site.
h) Contractor will check in with the Agency CM at the start of each shift by means of email,
and include a list of scheduled locations for the day in coordination with the project work
schedule. The Agency will facilitate access to scheduled locations.
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i) All equipment and materials demolished under the terms of this project are to become
the property of the Contractor and are to be removed from the site and will be disposed
of in accordance with state and city requirements. Recyclable, non -hazardous material
will be recycled. Work areas will be cleaned up prior to vacating for the day.
j) Contractor will coordinate with the Agency CM prior to moving the Contractor's
equipment, tools, and materials onto the construction site at the start of the project.
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3 Submittals
Contractor will provide submittals as outlined below:
3.1 Preconstruction Submittals
Within ten (10) working days of approval of the construction schedule, Contractor will provide
the following submittals:
• Proposed construction schedule with major milestones indicated. May include but not
limited to:
o Inventory and circuit voltages verification.
o Equipment order
o Anticipated equipment delivery date
o Construction start and completion by site or major area
o Project walk through and punch list development
o Project sign off
• Work Plan
• Traffic Control Plan
• Safety Plan submittal per Cal OSHA standards
• Construction Permits
• Product data for the equipment specified
o All new fixtures as specified in Table 1
• Mounting details for new fixtures
3.2 Close -Out
Within ten (10) working days of notifying the Agency CM of substantial completion, Contractor
will provide the following:
a) Final updated "as built' records of all newly installed LED streetlights, including all
wattages, pole numbers, locations, additional equipment installed on the fixtures and
other associated attributes. This includes a copy of the Closeout Checklist spreadsheet
that has been updated by the Contractor to reflect the full inventory of removed and
installed fixtures, as verified in the field.
b) Final signed -off punch list — Appendix D
c) Executed Notice of Construction Completion and Warranty Period — Appendix E
d) O&M manuals for installed equipment
e) Materials list of components installed for reordering purposes
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f) Material recycling documents
g) Warranty documentation for installed equipment
Submittals will not be considered complete until they are reviewed and approved by the
Agency. Contractor will make corrections noted and transmit the revised submittal for
approval.
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4 Execution
4.1 Technical Specifications
4.1.1 Installations
a) The contractor will remove existing HID street lighting fixtures and replace the fixtures
with LEDs as specified in Table 1. In the event that the fixture in the field does not match
the fixture specified in the Closeout Checklist for a particular pole, the contractor shall
install a fixture to replace what is in the held, according to the replacement fixture
mappings specified in Table 1. The contractor shall then correct the Closeout Checklist
to list the actual fixture removed (type and wattage) and the actual fixture installed (type
and wattage).
b) The contractor will ensure that installed fixtures are level to the ground;,
c) The contractor will verify in the field that the photocells function properly after installation.
d) The contractor will furnish labor, materials and incidentals including, but not limited to,
complete lighting fixtures and wiring necessary for the streetlights to be replaced on
existing street lighting poles for 120/240 volt circuit street lighting systems.
e) The contractor will manage delivery and staging of material to the site, including any
secured storage considerations.
f) The contractor will properly dispose of all removed fixtures and non -recyclable materials
including hazardous waste, such as lead-based material.
g) The contractor will be responsible for maintaining traffic control during installation.
h) During installation, the contractor will ensure that all fixtures and poles have Utility -
compliant labeling and badging and will install or replace all labels and/or stickers as
required.
i) The Contractor shall purchase-glare_shields to be installed in situations where glare
- -------------------------------------------
shields are installed on the existing fixtures. For bidding purposes, the Contractor may
assume (25) glare shields are required. However, before ordering materials, the
Contractor is to verify the quantity of glare shields during their verification of the
inventory. The agency shall approve locations as necessary.
4.2 Warranty Requirements
All Work furnished shall be guaranteed against defective materials, workmanship and/or
improper performance for a period of one year after final acceptance of the Work.
Contractor is to provide extended warranty options as separate line items on Price Proposal for
the Agency's consideration if requested.
4.3 Implementation Verification
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a) Contractor will provide a list of fixtures that have been removed and fixtures that have
been installed each week, in the form of an updated Closeout Checklist.
b) At the completion of the project, the Contractor will supply to the Agency a completed
Closeout Checklist spreadsheet listing the existing street lighting fixtures removed and
new fixtures installed including wattage, fixture type, location, what additional equipment
was installed with the fixture and any other information requested by the Agency above
using a template provided by the Agency.
C) The Agency will observe a sample of streetlights to confirm proper operation of
photocells and fixtures. The Agency will observe operation of the street lights during
daylight hours to confirm lights are off, and during night time hours to confirm lights are
on. The Agency will notify the Contractor of any non-functioning photocells and/or
fixtures for repair or replacement.
4.4 Close -Out
For project close out, Contractor will complete the following tasks:
a) The Contractor will participate with the Agency in review of the punch list and the final
job walk. The Contractor will correct any remaining punch list items before final
acceptance is granted.
b) Within ten (10) working days of notifying the Agency CM of substantial completion, the
Contractor will train City personnel in all aspects of routine operation, maintenance, and
safety of the LED lighting fixtures installed.
c) Deliver all required close out documents, as listed in Section 3.2.
d) Invoices shall show installation locations, fixture types, wattages and model numbers
(conducive to SCE incentive required invoices)
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Appendix A: Responsibility Matrix
Task.,Agency
CM
Contractor.
Gonstre ciion
Secures Construction Permit
S/R
P
Prepares Construction Schedule
R/A
P
Perform Construction
P
Construction Documentation
P
Submittals and RFIs
R/A
P
Review & Approve Invoices
P
Process Invoices
P
Inspection of Work
P
Construction Progress Reports/Log
R
P
Initiate Change Orders
R/A
P/R
Prepare Meeting Agendas/Minutes
P
R
Attend Project Meetings
P
P
Develop Punch Lists
S
P
Correct Punch List Items
R/A
P
O&M Manuals and Training
R/A
P
Final Inspection
P/A
S
Acceptance
P/A
P = Primary; S = Support; R = Review, A = Approval
Agency CM = Public Agency Assigned Construction Manager
Contractor = Construction Firm
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Appendix B: Substitution Request Form
[Sample Form]
Substitution Request Form
SR #:
Task Order #:
Project Name:
Contractor:
Subject:
Spec. Section: Dwg. #:
Page #: Sub:
PRIORITY: ❑ Routine ❑ Urgent ❑ Please Expedite
PM USE ONLY
Directed To:
Date Received:
Date Transferred:
Date Received:
Date Transferred:
INFORMATION NEEDED
Bid Item:
Justification:
Cost Comparison to Original Product:
Time Impact:
Quality Impact:
Maintenance Impact:
Warranty Impact:
Safety Impact:
Energy Usage Impact:
Product Lifecycle Impact:
Date Contractor
REPLY
Date Reviewer
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Appendix C: Daily Report Log Form
[Sample Form]
Task Order #:
Project Name: [Category]
Contractor:
DAILY REPORT LOG
Daily Report #:
Date Submitted:
Date of Shift:
CREW MEMBER LOG (All names of those present on jobsite on date of shift indicated above,
including; PM, Consultant, vendors, deliveries, etc.)
NAME NAME
1. 6.
2. 7.
3. g.
4. 9.
5. 10.
Date Contractor Foreman/Supervisor Signature
Daily record of work performed, location, work completed, any issues that occurred onsite
during the work shift, including but not limited to project milestones, problems, complaints, and
safety related issues:
Date
Contractor Foreman/Supervisor Signature
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Appendix D: Construction Punch List
(Sample Form)
CONSTRUCTION PUNCHLIST
❑ Lighting ❑ Mechanical/Controls ❑ Other
Contractor:
Task Order #:
Facility Name: [Category]
Facility Address:
Note: Refer to the line-by-line construction record by reference number when available.
Approximate Date
Item # Description of Punch List Item Value Completed
Approximate Total Value:
❑ There are no Punch list Items at this time.
Punch List Created by:
Contractor Representative Date
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Appendix E: Notice of Construction Completion and Warranty Period
To: Agency Representative
From:
(Contractor's Name and Company)
Task Order #:
Project Name:
1) Date of final inspection:
2) Date of construction completion:
3) Warranty period begins: Ends:
Warranty Length:
4) Additional Warranties, if any:
Warranty Type:
Warranty Period begins: Ends:
Warranty Length:
5) Have as-builts and other Project documents been submitted?
Yes No Not Applicable
Date:
Contractor Signature
Date:
Agency Representative Signature
(Contractor: After completion of the project, send signed form to Agency Representative to
complete Performance Evaluation on back page. This form must be completed prior to final
invoice and payment.)
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PERFORMANCE EVALUATION
Agency Representative: After completion of the performance evaluation below, send signed form
to The Energy Network Project Manager. This form must be completed prior to approval of the
final invoice and payment.
Contractor Evaluation
Value: 0 -Low;
4 -High
Note:
Quality of Work:
Timely Performance:
Working Relationship with Agency
and facility Staff:
Competency to Perform
Work/Service:
Sensitivity to Citizen Contact:
Understanding of Project:
Problems Encountered After
Project Completed:
Responsiveness to Problems
During Project:
Date:
Agency Representative Signature
Date:
The Energy Network Project Manager
Off6mnergynetwork
public agencies ta.4ng action to save energy
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The Energy Network
Appendix F: Fixture Unit Base Pricing
Existing Fixtures
New Fixtures
Installed
Lamp
Wattage
Make/Model
Wattage
Cost
Type
W/TAX
Leotek GCL1-60G-MV-xx-3R-
HPSV
150
GY-530-WL-PCR7-LLPC-WL
105
Leotek GCL1-60G-MV-xx-3R-
HPSV
200
GY-530-WL-PCR7-LLPC-WL
105
Leotek GCL1-60G-MV-xx-3R-
HPSV
250
GY-530-WL-PCR7-LLPC-WL
105
Leotek GCL1-80G-MV-xx-3R-
HPSV
310
GY-700-WL-PCR7-LLPC-WL
185
Leotek GCL1-80G-MV-xx-3R-
HPSV
400
GY-700-WL-PCR7-LLPC-WL
185
Leotek GCL1-60G-MV-xx-3R-
MV
175
GY-530-WL-PCR7-LLPC-WL
105
Leotek GCL1-80G-MV-xx-3R-
MV
400
GY-700-WL-PCR7-LLPC-WL
185
Leotek GCL1-80G-MV-xx-3R-
MV
700
GY-700-WL-PCR7-LLPC-WL
185
Leotek GCL1-60G-MV-xx-3R-
HPSV
150
GY-530-WL-PCR7-LLPC-WL
105
Page 17
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public agencies taking action to save energy
The Energy Network
Appendix G: Invoicing & Post Installation
In order to quickly and effectively support the Agency in obtaining Utility incentives and On Bill
Financing funds, the Contractor shall use the following Invoice Template without exception. In
addition, the Contractor shall use the Closeout Checklist to document any modifications such as
changes existing or installed equipment, location. Any changes to location or installed
equipment shall be approved by the Agency prior to installation. A blank Contractor Invoice
Sheet Template and Closeout Checklist are included in the document links below.
(Insert Contractor Logo) Vendor Name INVOICE
vaev Aearms
Veraar AtlGmp efvorw N
Qdomar Name(Rial Cuiama agieeae_
Versa Cama Nana Tam,
eertha.e fMa:
Sold To:
Installation Address paaanmiM eNe mx Nwuaion Do.:
Nana'
Name: Tame of Ppmem:
Atlareae: -
cWsv:
CtylamlNLp
Ceyr5rMs2p
carina:
...: ..: .:
«V Medal Numbr Duaipt6:n iw a of Equlpavm LMt MalaNatCmc Vna Eabol cert ': TOW
- _..
eE BOW -
aeE a - ace=-1
AacauM CoQs.
Qdomar Name(Rial Cuiama agieeae_
caaraaa Nare larval _CaaeaorS"—
Contractor Invoice
Costa Mesa SL
Cover Sheet Template
Closeout Cheddist 7.2
Total e
Dine
ID 016 -*enersynetwork
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®ienergYnetwork
O46public agencies taking action to save energy
The Energy Network
Appendix H: Post Installation
®046
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public agencies taking action to save energy
Page 20