HomeMy WebLinkAboutAgenda Report - August 19, 2020 C-14AGENDA ITEM c-14
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AGENDA TITLE:
MEETING DATE:
PREPARED BY:
Adopt Resolution Authorizing City Manager to Execute Member Task Request
Confirmation Number 0184 Pursuant to Shared Services Program Agreement
between Northern California Power Agency and Southern California Public Power
Authority to Administer Keep Your Cool Commercial Refrigeration Program;
Provide Support Services; and Install Energy Efficiency Measures to Commercial
Refrigeration Customers of Lodi Electric Utility ($52,170)
August 19,2020
Business Development Manager
REGOMIUIENDED ACTION: Adopt a resolution authorizing the City Manager to execute Member
Task Request Gonfirmation Numbe¡ 0184 pursuant to the Shared
Services Program Agreement between the Northern California
Power Agency (NCPA) and Southern California Public Power Authority (SCPPA) to administer the Keep
Your Cool commercial refrigeration program; provide support services; and install measures to
commercial refrigeration customers of Lodi Electric Utility in an amount not-to-exceed $52,170.
BACKGROUND INFORMATION: Lodi Electric Utility (LEU) seeks to continue its energy efficiency
program to commercial customers by implementing a turnkey direct
install program of refrigeration equipment upgrades.
Recognizing the potential for joint action purchasing as a mechanism to improve efficiencies and/or gain
better economies of scale, LEU joined with other NCPA and SCPPA members in a Shared Services
Program Agreement (SSPA) under which LEU may utilize pre-approved vendors and contracts for
seruices.
Authorized by Resolution 2016-162, services under the SSPA are voluntary, and are executed by a
'confirmation' under the SSPA for particular services. Resolution 2016-162 appointed the City Manager,
Electric Utility Director, together with the City Attorney as designated representatives under the SSPA
and authorized the delegated authorities for amounts not-to-exceed $20,000 and $15,000, respectively.
The amount of this member task order exceeds the authorization of Resolution 2016-162 and must
therefore be considered by Council for approval, The KYC refrigeration program component is a not-to-
exceed amount of $50,000. The administrative cost of the program through NCPA is a nohto-exceed
amount of $2,170 per the terms of the SSPA,
The Member Task Request with NCPA and SCPPA for commercial refrigeration services will be with
Efficiency Seruices Group (ESG). The services will be provided by a subcontractor, Redwood Energy
Services. ESG and Redwood Energy Services will develop program materials, identify and schedule
customers, purchase equipment upgrades, administer quality assurance, estimate energy savings for
regulatory purposes, and prepare all necessary reporting.
APPROVED:
, City Manager
Adopt Resolution Authorizing Clty Manager lo Execule Member Task Rêquest Conffrmation Number 0184 Pursuant to Shared
Services Program Agreement between Northern California Power Agency and Soulhern Califomia Public Povuer Authority to
Adminlster Keep Your Cool Commercial Refrlgeration Program; Provide Support Services; and lnstall Energy Effciency
Measures to Commerclal Refrigeratlon Customers of Lodi Elechic Utility ($52,170)
August 19,2020
Page2ol2
FISCAL IMPACT:
FUNDING AVAILABLE:
Not-to-exceed $52,1 70,
Fiscal Year 2020121 Account No. 50465100.72920.
Andrew Keys
Andrew Keys
Deputy City Manager/lnternal Services Director
Astrida
Business Development Manager
CONFIRMATION UNDER THE NCPA SUPPORT SERVICES PROGRT|M
AGREEMENT
1, This is a Confirmation pwsuant to the Suppott Seivices Ptogram Agteement and subject
to the terms and corrditions of that agreernerrt, except as expressly ptovided in this Confurnation.
All capitalizccl terms have the rneaning given to them in the Support Services Program Agteement.
2, 'I\e Participating Membet for this Confiumatiorr is the CITY OF LODI in the amount of
not-to-exceed $50,000 for the Efficiency Services Gtoup, LLC services described in paragraph 3,
3' CITY OF LODI requests the following desctibed Support Sewices in thc dollar amount
specified above, as follows:
Efficiency Sewices Group, LLC (ESG) shall ptovide its "Keep Yout Cool" Commercial
Refrigetation Direct Inst¿ll Ptogtam as designed to meet tìre goals and obiectives of the City of
Lodi/I-odi Electtic Utility to heþ cornmetcial business owflers save a significant amount of
lnetgy_. The Program includes Customet Rcctuitment, Site Audit Report, Project Logistics,
Retrofit Installations, Quality Assutance/Quality Conuol, Prograrn Metrics and Measwes, Budget
Ttacking and Invoicing, Contractor Management, and related ihrL*, as specifìcally outlined ir¡ its
ptoposal, copy attached and incotpotated herein. The seruices shall be provided in FY 2021.
Putsuant to the Shated Setvices Agteement between NCPA and the Southem California
Public Power Authority (SCPPA), NCPA agrees to provide the support setvices in accordance with
the Goods and Setvices Agreement betureen Southern Califortria p"¡li. Power Authority and
Efficiency Services Gtoup, Lt,C datedJuly 19, 2018, and the Task Orde¡ executed among ESG,
SCPPA, NCPA, and CITY OF LODI for rhese se¿vices,
, 4' The Patticipating Member executing this Confitmation agtees to pay for the Support
Services in the not to exceed amount specified in paragtaph 2, above;plus the Adminisuaùve Cost
of not-to-exceed $2,170 ($6S5 to devclop the Confirmation and first month of aclminiouation plus
$165 pct rnonth for each additional rnonth administràtive costs aïc actually incwre-d), in accoráance
yt¡h _the provisions of the Suppott Setvices Ptogratn Agreement, 'the rornilrrnount åxpcmlctl undcr
düs eorrtinrrntion rvill nrlt sxcccd $52.170.
5. A secutity Accourrt deposit is not rcqtrired for this confu.rnation.
D¿tc:
-
Date;
Patticiparing Mernber:
CITY OT.'LODI
By its Desþated Representatives:
Stephen Schwabaucr, Ciry Manager
NORTI.IERN CALIFORNi PO\TER AGENCY
Ratrdy S. I-Iowatd, General Manager
ES-.AGY-2016-001 Confirmation No. 0184
Ánd
Janice D. MagdidL CityAttotney
Jdm
Attesu
Byt
Jennifet Cusmit, City Cletk
Attest:
Cary A. Padgett, As¡istâht Secetary to Commission
Apptoved rs to forn:
By:
Jane E. Luckhardt, NCPA Genetal Counsel
ES-AGY-2016-001 Confirnation No. 0184
EFFICIENCY SERVICES
Group
5605 NE Elam Young Parkway
Hlllsboro, OR 97124
(8881 883-9879 Toll-Free
(503) 718-3733 Phone
(503) 344-69a2 Fax
KEEP YOUR COOL PROGRAM
SCOPE OF WORK
The goal of the Keep Your Cool Commercial Refrigeration (KYC) Program ls to help commerclal
buslness owners save a slgnlflcant amount of energy through the lnstallatlon of targeted, best
practice measures that are low-rlsk and high return. Combined with addltional beneflts such as
job creatlon/retentlon, lncreased awareness of energy efflclency ln the commerclal market
sector, and drlvlng sustalnablllty through equlpment upgrades, the program ls well posltloned
to meet the goals of the Lodl Electrlc Utlllty (tEU).
Budget Tracklng and Involclng
ProJect costs bllled to NCPA for LEU wlll be tracked on a monthly and program-to-date basts.
ESG wlll malntaln a budget tracker which compares the program-to-date expenses to the total
budget to ensure the work order funds are not exceeded under thls Agreement. Monthly
lnvoices will be subm¡tted to NCPA and LEU for completed projects. lnvolces wlll assoclate all
proJect costs wlth a specific customer sltes and measures lnstalled.
Contractor Management
ESG wlll be responsible for the quallty of work of all contractors utlllzed under thls Agreement.
NCPA and LEU's maln polnt of contâct wlll be ESG under thls Agreement. The tnstalltng
contractor for thls program is Redwood Energy Servlces,
Progra m Materlals Development
ESG wlll work wlth LEU to develop program materlals and determlne other program collateral
to be left wlth customers and create program templates (such as a letter lntroduclng the
program).
Customer Recrultment
ESG and KYC program installlng contractor are responsible for ldentlfylng, enllstlng and
schedullng retroflt lnstallatlons for LEU customers.
The KYC Program's customer recrultment strategy ls multi-faceted and may include: 1.) an
introduction letter; 2.) a postcard campaign to further alert prospects; 3.) site vlslts from
program audltors following leads generated by direct mail or the website; and 4.) systematic
cold-calls by program audltors. Making sure that every customer has multiple interactions with
the program is the key to avolding lost opportunltles.
Slte Audlt Report
Customers who express lnterest ln the program will recelve a site audit by a program auditor.
The auditor will inspect exlstlng refrigeration equipment at their faclllty for energy upgrade
opportunltles. The locatlon of each píece of equlpment will be labeled wlth a unlque program
tracking number (typlcally a door tag, each wlth a unlque number) and any future work done to
that equipment will include a reference to that tracklng nurnber, Dlgital photographs may be
taken to record the speciflcatlons and/or the condltion of the equlpment, whether or not lt is to
be retrofitted,
The program auditor will record their findlngs and prepare a proposal for the customer. The
proposal wlll detall all recommended energy efficient measures, the energy and monetary
savings estimates and the incentlves available. The auditor will submlt the slgned proposal and
documentatlon to program admlnlstrator. Auditors will follow up wlth customers who requlre
extra time to decide, have additional questions or must meet requlrements speclflc to thelr
buslness (e.g. corporate approval),
Prolect loglstlcs
Once a customer slgns the required participatlon paperwork, program adminlstratlon wlll take
responslblllty for coordinating successful project delivery. Thls lncludes purchasing requlred
material for the project, as well as reserving funds ín the budget to avold oversubscription for a
glven work order issued under this Agreement.
R€trof¡t lnstallatlons
An appolntment for the project lnstallatlon work will be scheduled wlth the customer, lnstallers
will arrive at the scheduled time, greet the custorner or thelr employee, and identlfy
themselves as a representatlve of LEU and the KYC Program.
Upon completlon of the installatlons, the installer will provide the customer wlth an
explanation of all work that was performed. When the work meets the customer's approval,
they wlll be asked to sign a ProJect Completion Form. lf the job cannot be completed on that
day, the lnstaller wlll let the customer know when they wlll return to complete the Job. In the
event a customer is not satisfled with the installation and chooses not to slgn the completion
form, the installer wíll first work to rectlfy the customer's concerns. lf lmmedlate resolution is
not possible, the installer will seek guidance from Program administratlon. lf a resolutlon still
cannot be achieved, ESG wlll determlne the best course of action, which may include
consultatlon with LEU.
Quallty Assurance / Quali{ Control
All materials lnstalled under this Agreement are new and sourced from the best-known
suppliers. ESG will provide data sheets for all products installed ln the KYC Program upon
request.
A key component to valldatlng energy savlngs and customer satlsfact¡on is performlng euallty
Control (QC) verlflcatlons. One hundred percent of the projects that are completed under this
Agreement wíll receive a post-installation site vlslt. These eC post-lnstallatlon vlslts are not
lntended to replace work performed by offlclal EM&V, whlch LEU may choose to perform at a
later time. lnstead, these qC site visits are intended to provide a high level of confidence and
assurance in the accuracy of reported measures, savlngs and customer satlsfactlon.
During the QC fleld vlslts, ESG staff will verífy the followtngle All measures reported and invoiced by the installer are accounted for in the bulldlng and
that the measures are installed and worklng properly.¡ ln the event a discrepancy or improper installation is identified, ESG willfollow up wlth the
f nstalllng contractor and ensure the work is rectlfled,¡ ESG will intervlew the customer and relnforce to the customer that LEU is providlng thls
program to help manage their energy costs and wants to assure that the customer's
particlpation and experlence ln the program was a posit¡ve one.¡ lf the customer lndicates dlssatisfactlon with any aspect of the program, ESG wlll report lt to
the lnstalllng contractor and ensure that any lssues are addressed to the customer's
satisfactlon.
Program Metrics
The measures lnstalled, date of lnstallatlon, and estlmated energy savlngs and demand
reduction will be tracked on an ongolng basls durlng thls Agreement, Monthly reports wlll be
prepared for LEU and wlll detailthe activity for the month and for the total program-to-date in
their service terrltory. A separate report wlll be prepared for LEU's fiscalyear whlch wlll lnclude
all the data required to report the retroflt projects and savlngs ln the E3 reporting tool.
Measures
Measures ln thls program fell lnto three categorles; measures that reduce afr leakage from
cooled spaces, higher efflciency equlpment and equlpment controls. Specificailon sheets for
any products installed through thls program are avallable upon request, The measures ln the
following table are included ln the program.
Pricing
ASH Controller: Coolers door s216,s6
ASH Controller: Freezers door s338.11
Auto Door Closer: Reach-ln closer $roz.gr
Auto Door Closer: Walk-ln closer $zzo.sr
Door Gasket linear foot $n.so
Strlp Curtaln: Walk-in square foot $ra.go
ECM Motor Controller controller s1,316.42
LED Canopy Llght fixture Sazo.oo
LED Case Light fixture S2so.Bl
Programmable EC Motor (3/4 HP, 5.6A)motor Sttz.zs
Programmable EC Motor lVzHP,4.0A1 motor Sser.ge
Programmable EC Motor (1/3 HP, 2.6A)rnotor $sso.ss
Programmable EC Motor (1/15 HP, 1.8A1 motor $gzs.os
Programmable EC Motor (1,147 HP, L,LAl motor Szo¿.sr
Programmable EC Motor (VS HP, 3.24)motor $s7s.94
Q-Sync Motors (V15 HP), replaclng standard motor motor $32s.08
Q-Sync Motors (1/15 HP), replaclng EC motor motor $¡zs.oa
Q-Sync Motors ll,l47 HPl, replaclng standard motor motor $zo+.sr
Q-Sync Motors '1,147 HPl, replacing EC motor motor S264.s1
Retroflt Doors on Open Cases llnear foot S377.oo
Horizontal Case Lightlng (T8 LEDs)lamp $zg.oo
Other T8 Llghtlng Upgrades to T8 LEDs lamp $zg,oo
Pricc Pcr w/QC
lrr s ¡rectio rt s
Meas[r re Cost Unit
TASK ORDER No.: ESG-NCPA-LODI02
Date: 81312020
Project Description: Efftciency Services Group 'I(eep Your Cool" Commercial
Refrigeration Direct Install Program
Sponsor: Northem California Power Agency INCPA or Agency)
Participating NCPA Member: Cify of Lodi
Consultant: Efficiency Services Group, LLC (ESG)
Consultant, SCPPA, NCPA, and Participating NCPA Member ("Participating Member') identified
above, agree that Consultant shall provide the Services specificd herein puriuant to the terms and
oonditions of the Goods and Servicæs Agrcement Between Southern Califomia Public power
Authority And Efficiency.Services Group, LLC ('Agrecment") dated July lg,20lB, except as
specifically modifi ed herein.
SCPPA and NCPA executed a Shared Services Agreement effective August l, 2015, authorizing
alnong other things, the purchase or acquisition of goods and sewices by each Party or a Party'ã
Members wherc ptovision has been provided ln contracts for the other Party and its Membcrs to
avaiI themselves of goods and scrvices offered under the contract or where either Party's bidder
or consultant is willing to extend prices to the other party and its Members.
Scope of Services
Consultant will provide its "Keep Your Cool" Commercial Refrigeration Direct Install program,
as designed to meet the goals and objectives of the City of Lodi and Lodi Electric Utility tJhelp
commercial business owners save a significant amount of energy, The Program includes
Customer Reoruitment, Site Audit Repoft, Project Logistics, Rcftofit Instailations, eualityAssurance/Quality Control, Program Metrics, and Measures, Budget Tracking and Invoicing,
Contractor Managernent, and related Tasks, as specifically outlinei in ESG,s proposal for Lãdi
Electric Utility, a copy of which is attached hereto as Exhibit "A". The servicés shall be provided
during FY 2021based on Purchase Orders issued by NCPA to ESG.
Compensation and Schedule
The total cost for the requested Services under this Task Order shall not exoeed $50,000, which
shall include all fees, costs, and expenses, in accordance with Consultant's pricing inctuded in
Exhibit "4," This dollar amount is not a guarantee that the fhll amount will be puiO to
consultant, but is merely a limit of potential expenditures under this Task order.
The services shall be performed during the period including July 1, 2020 through June 30, 2021,
as requested by Sponsor on behalf of its Partioipating NCPA Member. Sponsoishall issue a
Purchase Order to Consultant for the requested Services.
Pqe 1
Changes/Amendments to Agreement
In accordance with Seotion 4 of the Agreement, entitled "Changes/Amendments," the Agreement
between SCPPA and ESG is hereby emelrded and/or restate.llfo-r purogsqs qf this Task Order
only as follows:
a.The following WHEREAS clause is added to the Agreement:
WHEREAS, in addition to the SCPPA members, the Northern California Power Agency
("NCPA") and its member agencies, from time to time, have a similar need for services, and
where NCPA and its member agencies participate in this Agreement the term Member shall
apply to each in the same manner as it applíes to any SCPPA member; and
b. Thc dcfinition of "Partioipating Member" set forth in Section l, entitled "services to be
Provided", is amended as follows: A Member, oTNCPA or a NCPA member agency, who
participates in any Task Order shall be referred herein as tho "Participating Member."
c. Section 5 of the Agreement, entitled "Payment," is hereby amended and restated for
purposes of this Task Order only to read in full as follows:
5. Payment: NCPA shall pay Consultant directly for Services provided to the City of
Lodi/Lodi Electric Utility under this Task Order in acoordance with the terms and payment
schedule contained in the applicable Task Order. Consultant shall submit invoioes not more often
than once a month during the term of this Task Order based on the cost for services performed
and reimburseable expenses incurred prior to the invoice date. InvoÌces shall contain the
following information :
r The beginning and ending dates of the billing period;. Work performed;
r The Purchase Order number authorizing the Work;. At NCPA's option, for each work item in eaoh task, a copy of the applicable time entries
or time sheets shall be submitted showing the name of the person doing the work, the
hours spent by each person, a brief description of the work, and each reimbursable
expense' with supporting documentation to Agency's reasonable satisfaction; and¡ At NCPA's option, the total number of hours of work performed under the Agreement by
Consuttant and each employee, agent, and suboontractor of Consultant performing work
hereunder.
Invoices shall be sent to:
Nofihern California Power Agency
ó51 Commerce Drive
Roseville, California 95678
Attn: Accornts Payable
 uctslta),nhlc@rcpa,conr
Pago 2
NCPA shall make payments to Consultant, based on invoices received, for services satisfactorily
performed, and for authorized reimbursable costs incured. NCPA shall have sixty (60) days
from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
d. Section 18, entitled "Department of Industrial Relations and Prevailing Wage Rates," is
hereby added to the Agrcement, as follows:
18. Department of lndustrial Relations and Prevailing lVage Rates
(a) Monitoring by DIR, The Work is subject to compliance monitoring and enforccment by the
Department of Industrial Relatlorrs.
(b) Registration with DIR. During the term ofthis Agreement, Consultant warrants that it and
its subcontractors are registered wlth the Department of Industrial Relations and qualified to
perform Work consistent with Labor Code section 1725,5.
(c) Prevailing Wage Rates. In accordance with California Labor Code Section 177t, not less
than the general prevailing rate of per diem wages for work of a similar character in the looatity
in which the Work is to be peformed, and not less than the general prevailing rate of per diem
wages for holiday and overtime work as provided in the California Labor Code must be paid to
all workers engaged in performing the Work. In accordancæ with California Labor Codi Scction
1770 and following, the Direotor of Industrial Relations has determined the general prevailing
wagg per diem rates fot the locality in which the Work is to be performed; the Agency has
obtained the general prevailing rate ofper diem wages and the general rate for notiday ana
overtime work in the locality in which the Work is to be performed for each craû, classification
or type of worker needed to perform the project; and copies ofthe prevailing rate of per diem
wages are on fìle at the Agency and will be madc available on request. Throughout ihe
performance of the Work, Consultant must comply with all applioabte laws and regulations that
apply to wages earned in performance of the Work. Consultant assumes all responsibility for
suoh payments and shall defend, indemnify and hold the Parties harmless from any and all claims
made by the State of California, the Depaftment of Industrial Relations, any subcontractor, any
worker or any other thlrd party with regard thereto.
Additionally, in accordance with the California Administrative Codc, Title 8, Group 3, Artiole2,
Section 16000, Publioation of Prevailing Wage Rates by Awarding Bodies, copies ðf the
applioable determination of the Director oan be found on the web at:
http://www,dir.ca.gov/DlsRÆWD/ and may be reviewed at any time.
Consultant shall provide a certified copy of its payroll, on forms to be determined by the Agenoy
and consistent with the Labor Code, within ten (10) days of the Consultant's reoeipf of Agency,i
written request therefor. Consultant's failure to timely comply with this provision may su6ject
the Consultant to penalties pursuant to state law.
Consultant shall comply with applicable law, including Labor Code Sections 1774 and 1775. ln
accordance with Sectlon 1775, Consultant shall forfeit as a penalty to Agenoy $200.00 for oaoh
calendar day or portion thereof, for each worker paid less thån the prevailing rates as determined
by the Director of lndustrial RclatÌons for such work or craft in which such worker is employed
for any Work done under the Agreement by Consultant or by any subcontractor under Cónsultant
in violation of the provisions of the Labor Code and in paticular, Labor Code Section s 1770 et
Prgo 3
seq. ln addition to the penalty and pursuant to Section 1775,tha differenoe between such
prevailing wage rates and the amount paid to each worker for each calendm day or portion
thereof for whioh oach worker was paid less than the prevailing wage rate shall be paid to eaoh
worker by the Consultant.
Representatives of Sponsor and Participating Members
Sponsof Rcpre¡ontatlve
Randy S. Howard, General Manager
Northem California Power Agency
651 Commeroe Drive
Roseville, CA 95678
Telcphone: 9l 6-7 8l -3636
Linda Stone, Suppott Services Program Coordinator
Llhdarsþfl sG)ncpa.rorn
Telephone: 916-7 8l-4248
Partloluatinc Monrbor Repregentativss:
Astrida Trupovnieks
City of Lodi
ahupovnitiks@lod l.r¡ov
Prior Amendment(s) to the Agreement
None.
ISIGNATURE PAGES FOLLOWJ
Prgo 4
and
By:
IN \TITNESS WHEREOF, the parties have signed this Task Order effective as of the date first
written above.
SOUTIIBRN CALIFORNIA PUBLIC POïVDR AUTHORITY
By:
MICHAEL S. WEBSTER
Executive Director
Approved as to Legal Form and Content:
RICHARDJ. MORILLO
GEneralCounsel
EF',FTCIENCY SERVICES GROUP, LLC
MARK GOSVBNER
Chief Operational Offi cer
Sponsor's Acknowledgement and Agreement
By signing this Task Order, Sponsor agrees that it is responsible for payment to Consultant for
all fees and expenses invoiced by Consultant in aocordance with Seotion 5, aboven and will be
responsible for all payment obligations incurred in oonneotion with the work performed at thc
direction of or on behalf of Participating NCPA Member. Sponsor agrees to iñdemni$, defond,
and hold SCPPA and all SCPPA members harmless for payment for work perfurmed at the
direotion of, and for the exclusive benefit of Participating NCpA Membçr,
NORTHERN CALIF'ORNIA PO\ryER AGENCY
By:
RANDYS, HOWARD
General Manager
Approved as to form:
Jane E, Luckhardt, NCPA General Counsel
Psgo 6
Participating Mem ber's Acknowledgement and Agreement
By signing this Task Order, Participating Member agrces to indemnify, defend and hold SCppA
and all SCPPA Members harmless for payment for work performed at the direction o{, and for its
exclusive benefit. Palticipating Member fi¡rther ¿grees to indemnify, defend and hold harmless
SCPPA, all SCPPA members and their respective directors, officers¡ agents, rcpresenüatives,
employees, successors and assigns from and against any and alt losses, injuries, oosts and
:xfelsel, damages, liens, claims, or liabilities, inoluding reasonable attorneys' fees incuned by
SCPPA in connection with the work performed for the benefìt of, or on behalf of, Par.ticipant
pursuant to the Agreoment.
CITY OF LODI
Stçhen Schvrabauer, City Managet
And
Janice D. Magdioh, City Attorney
Attest jdm
By,
Jennifer Custnit, City Cleü
Pege 6
ffisERvrcEs
Group
5605 NE Elam Young Parkway
Hlllsboro, OR97L24
(888) 883-9879 Toll-Free
(503) 718-3733 Phone
(503)3¡t4-6942 Fax
KEEP YOUR COOL PROGRAM
SCOPE OF WORK
The goal of the Keep Your Cool Commerclal Refrigeratlon {KYC) Program ls to help commerclal
business owners save a slgnlflcant amount of energy through the installatlon of targeted, best
practice measures that are low-rlsk and high return, Combined wlth addltlonal beneflts such as
Job creatlon/retentlon, lncreased alvaren€ss of energy efflciency in the commerclal market
sector, and drivlng sustalnablllty through equlpment upgrades, the program ls well positioned
to meet the goals of the Lodl Electric Utillty (LEU).
Budget Tracklng and lnvolclng
ProJect costs bllled to NCPA for IEU wlll be tracked on a monthly and program-to-date basls.
ESG wlll malntain a budget tracker whlch compares the program-to-date expenses to the total
budget to ensure the work order funds are not exceeded under this Agreement. Monthly
involces will be submltted to NCPA and LEU for completed proJects. lnvolces wlll associate all
prolect costs wlth a speclflc customer sltes and measures lnstalled,
Contractor Management
ESG wlll be responslble for the quality of work of all contractors utlllzed under thls Agreement,
NCPA and LEU's maln point of contact will be ESG under this Agreement. The lnstalllng
contractor for this program ls Redwood Energy Servlces.
Program Materials Developmen!
ESG wlll work wlth LEU to develop program materlals and determlne other program collateral
to be left wlth customers and create program templates (such as a letter lntroduclng the
program).
Customer Recrultment
ESG and KYC program lnstalllng contractor are responsible for ldentlfylng, enlistlng and
schedullng retrofit installatlons for LEU customers.
The KYC Program's customer recruitment strategy is multl-faceted and may include: 1.) an
lntroduction letter; 2,) a postcard campalgn to further alert prospects; 3.) site visits from
program audltors followlng leads generated by dlrect mail or the webslte; and 4.) systematic
cold-calls by program auditors, Maklng sure that every customer has mulilple lnteractions wfth
the program is the key to avoiding lost opportunlfles.
Site Audlt Report
Customers who express interest ln the program will receive a site audlt by a program audltor.
The auditor wíll ínspect existing refrigeratlon equipment at their faclllty for energy upgrade
opportunities. The locatlon of each plece of equlpment wlll be labeled with a unlque program
tracklng number (typically a door tag, each wlth a unique number) and any future work done to
that equipment will lnclude a reference to that tracklng number, Digital photographs may be
taken to record the specifications and/or the condítlon of the equipment, whether or not lt ls to
be retrofltted.
The program audltor wlll record thelr findings and prepare a proposal for the customer, Theproposal wílldetailall recommended energy efflcient measures, the energy and monetary
savings estimates and the lncentlves avallable, The auditor wlll submit the signed proposal and
documentation to program administrator. Audltors will follow up wlth .rrtom.r, who requlre
extra time to declde, have addltlonal questlons or must meet requirements speciflc to their
buslness (e.g. corporate approval).
Profect loglstics
once a customer slgns the requlred partlcipatlon paperwork, program admlnistratlon willtake
responsiblllty for coordlnatlng successful proJect dellvery. This includes purchaslng requlred
materlal for the project, as well as reservlng funds in the budget to avold oversubicrtpilon for a
glven work order íssued under this Agreement.
Retroflt lnstallat¡ons
An appolntment for the project installatlon work wlll be scheduled wlth the customer, lnstallers
wlll arrlve at the scheduled flme, greet the customer or their employee, and idenflfy
themselves as a representative of LEU and the KyC program.
Upon completion of the installations, the installer wlll provide the customer with an
explanation of all work that was performed. When the work meets the customer,s approval,
they will be asked to sign a Project Completion Form. lf the job cannot be completed on that
day, the installer wlll let the customer know when they wlll return to complete the Job. ln the
event a customer is not satlsfled with the lnstallation and chooses not to slgn the comple¡on
form, the lnstaller will first work to rectlfy the customer's concerns. lf immedlate resoiutlon ls
not posslble, the installer wlll seek gufdance from Program admlnlstration, lf a resolutlon stlll
cannot be achieved, ESG will determine the best course of actlon, whlch may lnclude
consultation wlth LEU.
Quallty Assurance / Quality Control
All materlals lnstalled under thls Agreement are new and sourced from the best-known
suppliers' ESG will provlde data sheets for all products installed tn the KyC program upon
request.
A key component to validatlng energy savings and customer sailsfacflon ls performlng euallty
Control (QC) verlficatlons, One hundred percent of the projects that are completed under this
Agreement wlll recelve a post-lnstallatlon slte vfslt. These QC post-lnstallation vlslts are not
lntended to replace work performed by offlclal EM&V, whlch LEU may choose to perform at a
later tlme. lnstead, these QC slte vlslts are lntended to provlde a hlgh level of confldence and
assurance fn the accuracy of reported measures, savlngs and customer satlsfactlon.
During the QC fleld vislts, ESG staff will verlfy the followlng:¡ All measures reported and lnvoiced by the lnstaller are accounted for in the buíldlng and
that the measures are installed and working properly.¡ ln the event a dlscrepancy or improper lnstallation is idenilfted, ESG willfollow up wlth the
installing contractor and ensure the work is recflfled.o ESG will intervlew the customer and relnforce to the customer that LEU is provldlng thls
program to help manage thelr energy costs and wents to assure that the customerk
participatlon and experience in the program was a positlve one,¡ lf the customer indicates dissatisfactlon wlth any aspect of the program, ESG will report it to
the installlng contractor and ensure that any issues are addressed to the customer,s
satlsfactlon,
Program Metrlcs
The measures lnstalled, date of lnstallatlon, and estlmated energy savings and demand
reductlon wlll be tracked on an ongolng basls durlng thls Agreement, Monthly reports wlll beprepared for IEU and wlll detall the actlvltv for the month and for the total program-to-date ln
thelr servlce terrltory' A separate report wlll be prepared for LEU's flscal year rhl.h w¡ll include
all the data requlred to report the retroflt proJects and savtngs ln the E3 repor¡ng tool.
Measures
Measures ln thls program fall lnto three categories; measures that reduce air leakage from
cooled spaces, hlgher efflclency equipment and equlpment controls. Specificailon Jheets for
any products lnstalled through thls program are avallable upon request. The measures tn the
followlng table are included in the program.
Pricing
ASH Controller: Coolers door $zrs.se
ASH Controller: Freezers door $338.11
Auto Door Closer: Reach-ln closer $t67.et
Auto Door Closer: Walk-ln closer $zzo.gr
Door Gasket linear foot Su.so
Strlp Curtaln: Walk-ln square foot $tg.so
ECM Motor Controller coniloller $L,3L6.42
LED Ca fixture Sazo.oo
LED Case Llght flxture $290.81
Programmable EC Motor (3/4 HP, 5.64)motor $ttz¿s
Programmable EC Motor (u2HP,4.OAl motor S68t.96
Programmable EC Motor (U3HP,2.6A)motor Ss85.ss
Programmable EC Motor (1/15 HP,1.8Al motor $gzs.os
mmable EC Motor 7HP 1.motor 5zo¿.sr
3.2A)able EC Motor tls HP motor 9szs.g¿
Motors (L/Is H standard motor motor $32s.08
Motors (U15 H EC motorre motor Sszs.oe
Q-Sync Motors (/47 HP), replaclng standard motor motor $zs+.sr
Q-Sync Motors EC motor motor $zo+.sr
Retroflt Doors on Cases llnear foot $szz.oo
Horízontal Case líghting (TS LEDs)lamp s2e.o0
Other T8 Llghting Upgrades to T8 LEDs lamp S29.oo
Price Per w/QC
lrrspe ctlo n s
Me¡su rc Cost Unit
RESOLUTTON NO. 2020-183
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE MEMBER TASK REQUEST CONFIRMATION
0184 TO SHARED SERVICES PROGRAM AGREEMENT BETWEEN
NORTHERN CALIFORNIA POWER AGENCY AND SOUTHERN CALIFORNIA
PUBLIC POWER AUTHORITY TO ADMINISTER KEEP YOUR COOL
COMMERCIAL REFRIGERATION PROGRAM; PROVTDE SUPPORT
SERVICES; AND INSTALL ENERGY EFFICIENCY MEASURES TO
======:_gIy5::'1:==51=o==S_I!?::=r=ig$i::::??!::===.=rl'g=y]ltlII======
WHEREAS, the Lodi Electric Utility (LEU) seeks to continue its energy efficiency
program to commercial customers by implementing a turnkey direct install program of
refrigeration equipment upgrades; and
WHEREAS, Resolution No. 2016-162 authorizes member utilities of the Northern
California Power Agency (NCPA) to participate in the Shared Services Program Agreement tojoint-purchase products and services relating to the operation of a publicly-owned eìectric utility
with pre-approved vendors and contracts; and
WHEREAS, the Member Task Request Confirmation is to acquire a shared services
agreement with NCPA and Southern California Public Power Authority (SCPPA) to obtain
energy efficiency services from the Efficiency Services Group and subcontractor Redwood
Energy Services for the development and implementation of a turnkey commercial refrigeration
equipment upgrade program for LEU in an amount not to exceed $S2,170, including NCPA
administrative costs of 92,170.
NOW, THEREFORE, BE lT RESOLVED, the Lodi City Council does hereby authorize
the City Manager to execute Member Task Request Confirmation 0184 pursuant to the Shared
Services Program Agreement between NCPA and SCPPA to administer the Keep your Cool
Commercial Refrigeration Program; provide support services; and install energy efficiency
measures to commercial refrigeration customers of LEU in an amount not to exceed gS2,170;
and
WHEREAS, pursuant to Section 6.3q of the City Council Protocol Manual (Resolution
No. 2019-223), the City Attorney is hereby authorized to make minor revisions to the above-
referenced documents(s) that do not alter the compensation or term, and to make clerical
corrections as necessary.
Dated: August 19,2020
-------:
I hereby certify that Resolution No. 2020-183 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held August 19, 2O2O by the following úotes:
AYES: COUNCIL MEMBERS - Chandler, Mounce, Nakanishi, and Mayor Kuehne
NOES: COUNCIL MEMBERS - None
ABSENT: COUNCIL MEMBERS - None
ABSTAIN: COUNCIL MEMBERS - None
á"*.
IFE USMIR
City Clerk
2020-183