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HomeMy WebLinkAboutAgenda Report - October 21, 2020 C-15AGENDA ITEM c-l 5 Crry or Lopr Courucrr Corr,rruurur cATIoN AGENDA TITLE: MEETING DATE PREPARED BY: Adopt Resolution Authorizing the City Manager to Execute a Professional Services Agreement with TINKER, LLC, a California Limited Liability Corporation to Deliver Energy Efficiency Education Curriculum to Middle School Chldren for a Two-Year ïime Period with One, One Year Option to Renew, and Authorize the Expenditure Not To Exceed $19,000 Per Year Contingent On Available AnnualAppropriations October 21,2020 Business Development Manager RECOMMENDED ACTION: Adopt resolution authorizing City Manager to execute a Professional Seruices Agreement with TINKER, LLC, a California limited liability schoor chirdren ror a two-year time o",iiJo,iläl':lJ:.I""ii;iifJ,"lli:ffii:iä:ifJ',::ili"åi1l',"," not to exceed $19,000 per year contingent on available annual appropriations BACKGROUND INFORMATION: Lodi Electric Utility provides its customers with energy efficiency programming in a variety of ways including rebates for the purchase of energy star rated appliances, custom business retrofits, LED lighting, low income energy assistance, and educational services. Utilities throughout California have implemented similar customer programs to help achieve the State's decarbonization goals and objectives. This programming is administered by third party contractors who specialize in energy efficiency and make their services available either independently or through a shared services agreement administed by either the Northern Calrfornia Power Agency, or its southern counterpart, the Southern California Public Power Agency. ln 2019, Lodi Electric Utility sought quotes from three vendors, and recommended award of an energy efficiency educational professional services agreement with TINKER, LLC, the lowest and most responsive bidder. TINKER, LLC performed its scope of services in an exemplary manner and under budget. While school closures prevented in-person classroom instruction, TINKER, LLC was able to quickly adapt its curriculum to a 100 percent digital program at no additional cost. Furthermore, TINKER, LLC has agreed to add additional content to energy efficiency education on an annual basis at staffs direction. For example, in the current school year, TINKER, LLC will add the topic of electric vehicles to the curriculum for early introduction to the benefits of electric-powered vehicles to young people. Staff recommends this multi-year agreement contingent on the availability of appropriations. The final report of the 2019-2020 program is attached for your review. FISCAL IMPACT: Funds have been appropriated for this purpose in the FY 21 LEU operating budget. FUNDING AVAILABLE: Funds are available in account 50465100.72450 Andrew Keys L Andrew Keys Deputy City Mana ger/l nternal Services Di rector Astrida Trupovnieks Business Development Manager APPROVED hen r, City Manager AGREEMENT FOR PROFESSIONAL SERVICES ARTICLE 1 PART¡ES AND PURPOSE Section 1.1 Parties THIS AGREEMENT is entered into on , 2020, by and between the CITY OF LODI, a municipal corporation (hereinafter "C|TY"), and TINKER LLC, a California Limited Liability Corporation (hereinafter "CONTRACTOR'). Section 1.2 Purpose CITY selected the CONTRACTOR to provide the services required in accordance with attached Scope of Services, Exhibit A, attached and incorporated by this reference. CITY wishes to enter into an agreement with CONTRACTOR for the delivery of an educational curriculum to teach Lodi Unified School District sixth graders about energy efficiency and water responsibility (hereinafter "Project") as set forth in the Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is qualified to provide such services to CITY. ARTICLE 2 SCOPE OF SERVICES Section 2.1 Scope of Services CONTRACTOR, for the benefit and at the direction of CITY, shall perform the Scope of Services as set forth in Exhibit A. Section 2.2 Time For Commencem and Comoletion of Work CONTRACTOR shall commence work pursuant to this Agreement, upon receipt of a written notice to proceed from CITY or on the date set forth in Section 2.6, whichever occurs first, and shall perform all services diligently and complete work under this Agreement based on a mutually agreed upon timeline or as otherwise designated in the Scope of Services. CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other work products as may be designated in the Scope of Services. CONTRACTOR shall not be responsible for delays caused by the failure of CITY staff to provide required data or review documents within the appropriate time frames. The review time by CITY and any other agencies involved in the project shall not be counted against CONTRACTOR's contract performance period. Also, any delays due to I weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall remain in contact With reviewing agencies and make all efforts to review and return all comments. Section 2.3 Meetinqs CONTRACTOR shall attend meetings as may be set forth in the Scope of Services. Section 2.4 Staffins CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's capabilities and on the qualifications of CONTRACTOR's principals and staff as identified in its proposal to CITY. The Scope of Services shall be performed by CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified by CONTRACTOR of any change of Project Manager and CITY is granted the right of approval of all original, additional and replacement personnel at CITY's sole discretion and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff prior to any change. CONTRACTOR represents it is prepared to and can perform all services within the Scope of Services (Exhibit A) and is prepared to and can pedorm all services specified therein. CONTRACTOR represents that it has, or will have at the time this Agreement is executed, all licenses, permits, qualifications, insurance and approvals of whatsoever nature are legally required for CONTRACTOR to practice its profession, and that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of this Agreement all such licenses, permits, qualifications, insurance and approvals, and shall indemnify, defend and hold harmless CITY against any costs associated with such licenses, permits, qualifications, insurance and approvals which may be imposed against CITY under this Agreement. Section2.S Subcontracts Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter into any subcontract with any other party for purposes of providing any work or services covered by this Agreement. Section 2.6 Term The term of this Agreement commences on November 1 , 2020 and terminates upon the completion of the Scope of Services or on October 31 ,2022, whichever occurs first. Section 2.7 Option to Extend Term of Agreement At its option, City may extend the terms of this Agreement for an additional one 2 (1) one (1)-year extension; provided, City gives Contractor no less than thirty (30) days written notice of its intent prior to expiration of the existing term. ln the event City exercises any option under this paragraph, all other terms and conditions of this Agreement continue and remain in fullforce and effect. The total duration of this Agreement, including the exercise of any option under this paragraph, shall not exceed three (3) years. ARTICLE 3 COMPENSATION Section3.l Gompensation CONTRACTOR's compensation for all work under this Agreement shall conform to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by this reference. CONTRACTOR shall not undertake any work beyond the scope of this Agreement unless such additionalwork is approved in advance and in writing by CITY. Section 3.2 Method of Pavment CONTRACTOR shall submit invoices for completed work on a monthly basis, or as otherwise agreed, providing, without limitation, details as to amount of hours, individual performing said work, hourly rate, and indicating to what aspect of the Scope of Services said work is attributable. CONTRACTOR's compensation for all work under this Agreement shall not exceed the amount of the Fee Proposal. Section 3.3 Gosts The Fee Proposal shall include all reimbursable costs required for the performance of the Scope of Services. Payment of additional reimbursable costs considered to be over and above those inherent in the original Scope of Services shall be approved in advanced and in writing, by CITY. Section 3.4 Auditinq CITY reserves the right to periodically audit all charges made by CONTRACTOR to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to furnish CITY, or a designated representative, with necessary information and assistance needed to conduct such an audit. CONTRACTOR agrees that CITY or its delegate will have the right to review, obtain and copy all records pertaining to performance of this Agreement. CONTRACTOR agrees to provide CITY or its delegate with any relevant information requested and shall permit CITY or its delegate access to its premises, upon reasonable 3 notice, during normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with this requirement. CONTRACTOR further agrees to maintain such records for a period of three (3) years after final payment under this Agreement. ARTICLE 4 MISCELLANEOUS PROVISIONS Section4.l Nondiscrimination ln performing services under this Agreement, CONTRACTOR shall not discriminate in the employment of its employees or in the engagement of any sub CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital status, national origin, ancestry, age, or any other criteria prohibited by law. Section 4.2 ADA Compliance ln performing services under this Agreement, CONTRACTOR shall comply with the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well as all applicable regulations and guidelines issued pursuant to the ADA. Section 4.3 lndemnification and Responsibilitv for Damage CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold harmless CITY, its elected and appointed officials, directors, officers, employees and volunteers from and against any claims, damages, losses, and expenses (including reasonable attorney's fees and costs), arising out of performance of the services to be performed under this Agreement, provided that any such claim, damage, loss, or expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any subcontractor employed directly by CONTRACTOR, anyone directly or indirectly employed by any of them, or anyone for whose acts they may be liable, except those injuries or damages arising out of the active negligence, sole negligence, or sole willful misconduct of the City of Lodi, its elected and appointed officials, directors, officers, employees and volunteers. CITY may, at its election, conduct the defense or participate in the defense of any claim related in any way to this indemnification. lf CITY chooses at its own election to conduct its own defense, participate in its own defense, or obtain independent legal counsel in defense of any claim related to this indemnification, CONTRACTOR shall pay all of the costs related thereto, including without limitation reasonable attorney fees and costs. The defense and indemnification obligations required by this Agreement are undertaken in addition to, and shall not in any way be limited by the insurance obligations set forth herein. 4 Section 4.4 No Personal Liabilitv Neither the City Council, nor any other officer or authorized assistant or agent or City employee shall be personally responsible for any liability arising under this Agreement. Section 4.5 Responsibilitv of CITY CITY shall not be held responsible for the care or protection of any material or parts of the work described in the Scope of Services prior to final acceptance by CITY, except as expressly provided herein. Section 4.6 Insurance Requirements for CONTRACTOR CONTRACTOR shall take out and maintain during the life of this Agreement, insurance coverage as set forth in Exhibit C attached hereto and incorporated by this reference. Section 4.7 Successors and Assiqns CITY and CONTRACTOR each bind themselves, their partners, successors, assigns, and legal representatives to this Agreement without the written consent of the others. CONïRACTOR shall not assign or transfer any interest in this Agreement without the prior written consent of CITY. Consent to any such transfer shall be at the sole discretion of CITY. Section 4.8 Notices Any notice required to be given by the terms of this Agreement shall be in writing signed by an authorized representative of the sender and shall be deemed to have been given when the same is personally served or upon receipt by express or overnight delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class or certified mail, postage prepaid, addressed to the respective parties as follows: To CITY: City of Lodi 221 West Pine Street P.O. Box 3006 Lodi, CA 95241-1910 Attn: Business Development Manager TO CONTRACTOR: TINKER, LLC Joseph Thrasher, President 160 Alamo Plaza Unit 177 Alamo, CA 94501 Section 4.9 Cooperation of CITY CITY shall cooperate fully and in a timely manner in providing relevant information it has at its disposal relevant to the Scope of Services. 5 Section 4.10 GONTRAGTOR is Not an Employee of CITY CONTRACTOR agrees that in undertaking the duties to be performed under this Agreement, it shall act as an independent contractor for and on behalf of CITY and not an employee of CITY. CITY shall not direct the work and means for accomplishment of the services and work to be performed hereunder. CITY, however, retains the right to require that work performed by CONTRACTOR meet specific standards without regard to the manner and means of accomplishment thereof. Section 4.11 Termination CITY may terminate this Agreement, with or without cause, by giving CONTRACTOR at least ten (10) days written notice. Where phases are anticipated within the Scope of Services, at which an intermediate decision is required concerning whether to proceed further, CITY may terminate at the conclusion of any such phase. Upon termination, CONTRACTOR shall be entitled to payment as set forth in the attached Exhibit B to the extent that the work has been performed. Upon termination, CONTRACTOR shall immediately suspend all work on the Project and deliver any documents or work in progress to CITY. However, CITY shall assume no liability for costs, expenses or lost profits resulting from services not completed or for contracts entered into by CONTRACTOR with third parties in reliance upon this Agreement. Section 4.12 Confidentiality CONTRACTOR agrees to maintain confidentiality of all work and work products produced under this Agreement, except to the extent otherwise required by law or permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or "Proprietary", except to the extent otherwise required by law or permítted in writing by CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California Public Records Act. Section 4.13 Applicable Law, Jurisdiction, Severability, and Attornev's Fees This Agreement shall be governed by the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be venued with the San Joaquin County Superior Court. lf any part of this Agreement is found to conflict with applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict with said laws, but the remainder of this Agreement shall be in force and effect. ln the event any dispute between the parties arises under or regarding this Agreement, the prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's 6 fees from the party who does not prevail as determined by the San Joaquin County Superior Court. Section 4.14 Citv Business License Requirement CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020 requires CONTRACTOR to have a city business license and CONTRACTOR agrees to secure such license and pay the appropriate fees prior to performing any work hereunder. Section 4.15 Gaptions The captions of the sections and subsections of this Agreement are for convenience only and shall not be deemed to be relevant in resolving any question or interpretation or intent hereunder. Section 4.16 Inteqration and Modification This Agreement represents the entire understanding of CITY and CONTRACTOR as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered except in writing, signed by both parties. Section 4.17 Contract Terms Prevail All exhibits and this Agreement are intended to be construed as a single document. Should any inconsistency occur between the specific terms of this Agreement and the attached exhibits, the terms of this Agreement shall prevail. Section 4.18 Severabilitv The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. Section 4.19 Ownership of Documents All documents, photographs, reports, analyses, audits, computer media, or other material documents or data, and working papers, whether or not in final form, which have been obtained or prepared under this Agreement, shall be deemed the property of CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such documents during CONTRACTOR's regular business hours. Upon termination or completion of services under this Agreement, all information collected, work product and documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days. CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any liability resulting from CITY's use of such documents for any purpose other than the purpose for which they were intended. 7 Section 4.20 Authority Ïhe undersigned hereby represent and warrant that they are authorized by the parties to execute this Agreement. Section 4.21 Federal Transit Fundinq Conditions fl lf the box at left is checked, the Federal Transit Funding conditions attached as Exhibit D apply to this Agreement. ln the event of a conflict between the terms of this Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the Federal Transit Funding Conditions will control. lN WITNESS WHEREOF, CITY and GONTRACTOR have executed this Agreement as of the date first aþove written. CITY OF LODI, a municipal corporation ATTEST: JENNIFER CUSMIR City Clerk APPROVED AS TO FORM: JANICE D, MAGDICH, City Attorney By Doc lD: CA:Rev.01.2015 STEPHEN SCHWABAUER City Manager TINKER, LLC, a California Limited Liability Corporation By: jdm Attachments: Exhibit A - Scope of Servlces ExhibitB-FeeProposal Exhlbit C - lnsurance Requlrements Exhibit D - Federal Transit Funding Conditions (if appticable) Funding Source: 50465100.72450: 56052006-22450 (Business Unlt & Account No.) Name: JOSEPH THRASHER Title: President I EXH¡BIT A & B City af Lodi 2020-2021 Energy & lvater Efficiency Education program Statement of Work This statement of 'work ("so'w") is entered into to be effectivc as of the day of 2020 ("SOW Effective Date") by and between THE clTY oF LODI (,,CITY") and TINI(ER LLC ("CONTRACTOR") Name(s) of Contact(s) fol SOW: TINKER LLC Joseph Thrasher President (&aq2e2-90s4 I oe,thr:e¡¡JtE@)tl rrkçtrU:gff¡rUs.ç¡¡nt CITY OF LODI Astlida Trupovnieks Business Development Manager (209) 333-6874 ntlu ÊpyåLsks@),lqçl l, qgV Time for Performance of Seruices The guat'anteed completion datc for the Søvice is Junç 30,2022("Guar.anteed Cornpletion Date"), The CITY is seeking services for a two-year base tenn with up to one additiònal one-year t'enewal option to extend the service agt'eetnent; The base tenn, and one year re¡ewal, will align with each school year beginning with the cungnt year, Program Overview Tinker''s Energy Educatio-n Plogram is a digital soience-based culliculum designed to teach students about enelgy and how to use it wisely, Offered as a completety turnkJy progratn, Tinkermanages all aspects of prograrn implementation, Wotking with City staff,, Tinkel designs and customizes lessons appr.opr,iate for students attending schools in which the City serves. Next, Tinker.rnakcs diiåct contact with individual eligible teaohers using a variety of communication tools to introduce the proglam ancl collect en¡'ollment commitments, In lesponse to the COVID-19 pandemic, Tinket'offers teachels and students two unique program implornentation methodologies, Tr aditÍonal P ro gr am De liv ery Delivered by the olasslootn teacher, the cun'iculum fits seanrlessly witlrin the cun,ent olassroorn setting. Materials are aligned to support state education standards, feature engaging digital content, and hands-on activities. Using t'esoutccs ft'om our olr-line platfolm or Web App, the tcachel accesses an on-clernancl lesso¡r tt'ainilrg module. Ar'¡ned with the information learned ft'om the training, the teaoher delivers the cut'riculurn through unique classroom lessons, Each lesson incluães resoulces such as video content, on-line assesstnents, viltual labs and rnore, Pqse'l Tlnker LLC Statement of Work Ahernative Program Delivery (C OI/ID - I 9 Re sponse) ln t'esponse to the COVID-19 pandernic, Tinlcel offels schools an alternative program delivery option, Within this deliveLy rnethodology the program lessons are delivered as digital independent student driven lessons with oversight frorn teachers, All lesso¡ls support state and fedelai education standards and include digital activities clesigned to maximiee Ènowledge gain duling distanoe learning. The lessons are clelivercd via Tirrlcer's Web App which also includes on-line portals clesignecl specifically for teachers, students ancl parents. Èach poltal disseminates l'elevant information to the user., Through the Web App, the digital delivery of the program allows for a variety of tools ar.e used to rnaxilnize engagernent. I ' All prograrn actions ale tlacked and recorcled in leal-tirne. The clata is pLrblished withi¡r an on-line clashboald in which slient staff is suppliecl cledentials to access ancl follow progfam pr0gress. 2, Additional engagement oppoltunities fol other City sponsoled pLoglams oan be promoted within fhe lelevant portal. Upon cornpletion of the lessons, students ale plovidecl an enelgy conservation kit containing home enelgy saviug devices, Using the lcit, the student completcs exelcises that require measttt'ing curlent home energy use, retlofrtting home cnergy use clevices with the Ligh efficiency devices fi'om their kit, and measLrring their new home energy use. This givãs fhrnilies the opportunity to immediately and consistently conserve energy. Tlrroughout the proglam students' cornplete sirnple surveys and assessments. This data is collected, analyzed and sttmmarized to gauge the impact of the curr.icululn on stLrdents. At the close of the unit, the student with theil parents, cornplete a pledge to continuo to conserve enËrgy. At the end of the school year all data genelated f'r'om the lessons as well as any predefìnecl success metrics ale collected and presentod iri a Final Repor.t. PaS€ 2 Tinker LLc Slalement of Work Participation Goals Basecl on the brrdgets iclentifìed on page 8, CONTRACTOR estimates the program will leach the following: Program Year Teachers Students FY2021 20 529 FY2022 20 z0 qlq qroFY2023 (optional) Materials Tinl<et''s Enelgy & Watel Eflficiency Education Plogranr consists of both pr.int a¡d digital materials fol Students and Teachers. Materials are as followsi Each Student wíll receive Student Materials PRINT PRINT Irr-class Student Workbook Letter to Parents Introducing the Program (English ancl Spanish) DIG]'I'AL Student Leaming PoLtal Each. Teacher wil.l receive: Teacher Materials Take-Horne Energy & Water Efficielcy I(it Take-Horne Energy & WatùEfficiency I(it Efficiency Showerheacl (1,5 GPM, Watersense Certi fiect) Bathroom Faucet Aerator (1.0 GPM, Bubble SpLay) Kitchen Farrcet Aerator (1.5 GPM, rnulti-functiorr, swivel, shut-off valve) (2) LED A-Lamps. (omni-directional, 9W, 2200K dimrnable,energy star) LED Night Liglrt (0.5W, Dusk to Dawn senso r) Outcloor Wa Measurcment Gauge Toilet Leak Detector Tablets (2-Pacl<) Water Flow Meter Bag PRINT Teacher Eclition Guide DIGiTAL Teachel Administration Portal High Efficiency Showerhead (1,5 GPM, Watersense Cer,tified) Psge 3 Tinker LLC Statement of Work Ki tchen Faucet Aela tor Ê(1 GPM,multi-functiorr,valshu t-offswivel,ve) omni-clirectional,EDL A.(2)Lamps,9W 27\aK ciimma ble,ener8y star) LED Night Light (o.SW, Dusk to Dawn sensor) Toilet Leak Detector'Iablets (2-Pack) Outcloor Watering Measu rement Gauge Water Flow Meter Bug Bathloom Faucet Ael,ator (1,0 GPM, BLrbble }ay) Key Tasks for the Energy & water Efficiency Education program Task 1; Launch i,1 Establish Communication plan 1.2 Identify Eligible Schools 1 .3 Prograrn Customization 1.4 Materials Publication / Kit procluction Task 2: lmplementation 2.1 Teachçr Outreach & Enrolhnent 2.2 Materials Assernbly & Shiprnent 2.3 Teacher Confrrmation & Support Task 3: Assessment & Reporting 3.1 Data Collection 3 .2 T eaoher pro gr,am Evaluation 3.3 Reporting l-!i,rIll' tl: lt,rirlirrliì .. Duç rkue:¡ lin'{uli1g¡gúLfitnult ttntl ,v\,t!t) u,tll ut¡tot¡tttt!çrillyttdj*tsl1J_ygt=tLjtulttßt!!ùk^, 1.1 Dstablislr Communication plan coNTRACToR will work with the GITY to establish a program conrmunications plan, The planwill establish a schedulc of regular nreetings, by phono or. in-p".ron, iãentify aata päints to berepotted upon, detet'mine regulal ol ad-hoc r"pô,ting requireÀents ás well á, uny åther oesiLedcomrnuniqué De I iverable : Co mmunicat io n p lan Due Date: One weekfrom contract exeuttion 1.2 Identify Dligible Schoots The GITY is ffee to iclentify any specific areas to target fol outreach ancl program par.ticipationTalget progl'am area(s) will be defined by a list of ziþ codes or schools sùppùed uy he itrv. Deliverable: Targeted School List Due Date: Two weeksfrorn conlracl execulion Page 4 Tinker LLC Statement of Work 1,2 Program Customization CONTRACI'OR will ctrstonlize the program to incorpomte the CITY's desired rnessaging and blancling' This include.s cttstotnization of lessons arrcl content, incorporation of any pR objectives, integration of any adclitional residential energy & water effìci"n"y prog¡urr,r, including additional questions within assessrnents to meet desired repor.ting ieqrir:ernu'.¡is, ' CONT'RACTOR wÌll develop and incorporate content relqted lo Elecrric Vehicles that is consislent vvílh the City's ntessage, Digital sarnples or mock-ups of the matelials will be sent to the CITY for.r.eview and appr.oval prior to pt'oductiorr' lJpon I'eceipt of {ìnal trpproval, rnatelials will be producecl in prepaLåtion forshiputcnt to enrolled classroonls. Deliveruble: Digìtal proofs of custon.ized materials Due Date: Three weeks,from contract execution. 1.3 Materials Publication / I(it Producfion llpon receipt of firral appl'oval, materials will be proch.rced in pleparation for shiprnent to enrolled clas-st'ootns, Cornpleted pt'int matetials and Talce-llome Energy & V¿ut", EfTcieircy Kits will be held for diLect distlibution to classes based on the ir prefelr.edÏnplernentation tining, Del.iverctble: Sanrple af printed material Due Dqle: Four weeks fi'ont. conlrqct execution i rlirull::,',1: iirrì0il,r.rrrrttrt:rílorr I 2.1 'feacher Outreach & Dnrollment CONTRACTOR will make direct contact with indiviclual eligible teachers, using a variety ofcotnlnttuication tools to i¡rtroduce the program and oollecl enrol]rnent colnuritments. D e liv er a bl e ; Exe utt e d en ro ll me n! c o mnt it mc nt Due Date : Three weeks ft om contract execution to March. 3 0, 202 1 2.2Materials Assembly & Shipment Each proglarn delively rnethoclology offers a distinct shipping proc.ess as clescr.ibed:l. Traditional Prggrln Delivery. Enelgy Conservation kits ancl matuials aLe shipped inbtrllc to the enlolled clas$l'ooms, The quantíty of matel'ials sent is basecl upon the'' Teacher's verbal or written confir¡nation of'tfie numbel of students enroliecl ín their class, Specific matelials are defined in Table I above,2, Altelnative Progratn Dclivery (COVID-19 Res¡ronse), Enelgy Conseryatiou Kits will be r¡ailed directly to the student ltotne. AdheLing io privacy laws, students ask theil' pat'ents to reqtlest an Enirgy Consclvation I(ìt by cornpleting an orrline request for.rn. Once l'cceived the tequest is plocessed and a single kiris lnaileclclirectly tå the student horne. D e liv e r a b l. e : S h.i p m e n t an d I r ac king info r m at i o n Due Date: Three y,eeksfront contracl executì.on to March 30, 2020 Pege 5 Tlnker LLC Statement of Work o 2.3 Participant Supp<rrt CONTRACTOR witl provide support fol palticipating schools, teachers, students and parents fi'om contract execution until contract termination. Pr'ıactive communication via email and phone with participating schools and teachels wilt bc conducted in the following intervals:. Proglam Launch¡ Two weeks after launch. Monthly until the teachel, conchlcles the pragranr Proactive comlnunication with teachers will be plovided ad-hoc basecl upon the p¡e-defìnecl situations. These will be clefìned in the Communication plan. In addition to pt'escribed communicatiotr intervals, responsive ptogram suppolt will be availablethlough the following mediums:r Phone, support will be available fr.om 7:30am to 5pm Monclay through Fr.iday. ' Email. Responses to emails receivecl from T:30am to 5prn Monday thr.ough ni.ictay will beplovided within two hours, Respouses to emails l'eceivãd afterhours, on weekencls or holidays will be provided the next business day.¡ Chat. Support will be provided via an online chat feature from 7:3Oarn to 5pm Morrclay through Friday. Due Date: Two weeks.from conlracl execulìon to June 30, 20Z l | . iA|r:tt,-1.ì ¡.rtl,iìT¡fiiiirrì r_ü r I ¡i¡ | ,i rti, r r íli¡l r!, *. _* 3.1 Data Collection CONTRACTOR will collect data f¡'orn teachers, students and palents through assessments andsurvey's duling the implementation of the program, Collectedìata witl be sec¡rely storecl andavailable in rcal-time to the CITy, Due Dale: Cantract execution to,Ìune 30, Z02I 3.2 Teacher Program Evaluation CONTRACTOR will wodc with the CITY to develop, coorclinate and irnplement a program evaluation for teachers. Deliverable; Teacher Program Evaluqtion. Due Date: Three weeksfrom contrøcl exectttion 3.3 Reporting CONTRACTOR will prepat'e a Final Program Rcport presenting infonnation on p¡ogr.arn participation, implementation steps and data collected, The Final Program Repoil wiil t¡e prepared at the end of the school year.and pr.ovidecl to the CITy. Delíverable: Final Program Report Due Dale: ,Iune 30,2A21 Pago 6 Tlnker LLC Statement of Work Budget and Gompensation CONTRACTOR will not exceed the budget without written authorization from the CLIENT ßY2021TOTAL BUDGET NOT TO EXCEED: $19,000 Bndgat Expires ó/30/202 I FY2022 TOTAL BUDGET NoT TO EXCEED: $19,000 Budget Expi res 6/3 0/202 2 FY2O23 ONE YDAROPTION TOTAL BUDGET NOT To EXCEEDT $19,000 Budget Exp ires 6/3 0/202 3 CONTRACTOR RATE SHEDT Rales are wlid to June 30, 2023 Rate End to End Progrnm Services Student Access, Contesls & Grsnts Conservatíon Klts xSales Tax 5249.99 per teacher $6.99 per student $ 17.99 per kit plus tax 8,25% ¡ Sales Tax@8.25% is applied to Conservation Kitso Actual prcgratn costs are based on the total nulnber of teachçrs and students that enroll and are provided the ptogram materials.¡ The amount is all-inclusive and no other fees or costs for materials or services identified in this SOW will be incurred.. The CITY will only be invoiced for teachers and students that participate. ' The CONTRACTOR will not exceed the established budget without written authorization li'om the CITY. Page 7 EXHIBIT C NoTE: The Clty of Lodl ls now uslng thø onttne lnsurance prognan PINS Advantage, once you have been awardod aconlracl you wlll recelva an.emall from le ctty's onltne lnsunnce progr?m regyasilng you lo loruad the emall lo yourInsurancø provlde(s) to submlt the requtred lñsurance documentaiton-etectrcåtcany - lns urance. Raorllr:emenlg for profFFslonel Se rvlces conlractor shall procure and maintain for ths duratlon of the conlract insurance ag.ainst clalms for lnjuries to persons or damagesto property whlch may arise from or ln connection with the performance or iñe woix hereunder ànd iir" iãrunr of that work by th€Contractor, hls agents, represenlailves, employees or subcontractors, MINIMUM SCOPE AND L¡MÍT OF INSURANGE Coverage shall be at least as broad as: 1' commerclal General Llablllty (cGL): lnsurence Servlcss oflice Form cG 00 01 covering CGL on an,,oce¡lnence,, basls, lncludlngproducls and complëtêd operalions, property da¡nqge, bodlly inJury ano pårsonat & aävertising inlury-wrtn llmlts no loss thansii000'000 per occurrenco,ìr a o_eneiel aggregarà ¡ifift ãppilär;äiil-ui'ü."àrn"*t agsregare tim[ éhd¡ appty separatety to thtsproJect/location (lso cG 25 03 or 25 o4) oithe general agiiegatä ilrntt shåi üe twice ñã reîu¡reo ãàãurránc¿ timit.2' Automoblle Llablllty: ISO Form Number cA o0 01 covering any auto or if contrector has no owned aulos, lhen hired, and non-owned autos wlth llmlt no less than $1,000,000 per acctdent fär Ùóoiry-tnlürv ,n¿ pr"p"rtv àãrãı;, '-- --' 3' workers' compensatlon^: as requlred by the slate of california, wlth statutory Limlts, and Employeis Liablllty lnsurance with llmltof no tess than 91,000,000 per accident íor bodily tn¡ury or OÈàà!;. - -'- 4' Profegslonal Llablllty (Errors and omieslont) lnsursnce appropriate to the Consultanl,g profgsslon, w¡th llmlts not tese lhan$1,000'o0o por occurience or cra¡m, sà,ooó,0óó'rggr.g"re. furay ue miueo o), Risk Managor <reBendrng on the scope of services. Other lhsulance provlelgnil (a) Addillsral-Nemodlnsuted gtetus The clty of Lodi' its elecled and appointed boards, commissione, ofücers, agents, employees, and votunreeæ are to be coveredas addltlonal insureds on thê cGL and aulo pollcy wlilr restei[ io ïr"¡liúvì'rËhg out of work or operalons ,ps¡¡ormed by or onbehalr ol the Gontractor lncludlng ma!êrlals. iarts, or equipårent rur,ìrår.rãäìnìòñne"iú ñih ;;;ñil,k ;, operatrons. Generat lalllltl9gYe.ra-s-e cen be provldeã h lhe fomì or en endbråement ro treôontrectoris insurån; (si þ;;iãs broad ag tso tormcG 20 10 1 I 85 or if not avallable, through the addttion of bıit' cê1ô io, öö zo zo, cc 20 30, ài cıäb ga; anq cG 20 t7 tÍ alater edition is used ffi (b) (c) P¡mffy,ond,.N0n.çon emont Tho llmits af lnsurenc'e coveiage¡guirgdmsyEãETlsfed by a comblnatlon of primary and umbrelle ór excess lnsurance. Forany olalms related to thls corrlrãcl, the contraótorbìnsurance covprage.shail ¡e primäiú ;;r;rú;iiü"üï¡roao as tso cG ?0 -01 0J 13 as respEcls the Entity, lls offlcens, otfcials, omployees, ;nd u;ñteårs, Any lnsurance or selÊlnsuranc€ mqlntalnedby.th.e Entlty, lts oflictre, officlals, 'employees, ór voluntee¡s ihall be'excess oitrre conrraclols lnsurancs and shall not conlrlbutewith lt. wålv.êr"pf subrÒdälion contractor hereby grants to city of.Lodl a walver_of any rlght to subroga¡ion whlch any lnsurer of saldconlractor may acquire againsl lhe city óf lodi by virtué.of the.paymenl ol "n1¡ ióse under such ìnsurance, conlraclor agrees toobrarn any endorsement rhat may be necessary to'affecr rn¡s wàlüè;"iil;¿s;iffi;bri rÈi; rñäoñäpàäãJ ,ãJ,rrol"ss of iJhetheror not the city of Lodi has received a walver oi eubrogation enclorsemenl fio'm'rhu inrrr.¡. NoTE: (1)The streel addross.of lhe clTY oF lngÐ:Lmu¡lbe shown along wilh (a) and (b) and (c) above:221West plne Street, lodi'.callfornia, 95240: (2) The lnsuianıã-cãrtiñ'ıãG muÉt slate, on ttsiace or å. "n endorsement, a descrtption of the projectthat it is lnsuring. S.9ye4ab!l!ì¿ of hteresl clql¡qg The term "lnsured" ls used ááverally and not collectlvsly, but the lnolusion hereln of mors than one lngured shall not operateto increase lhe limit of the companyis liabllity under the óòntractors corràr.lrliåneral liability and automobile ltabltity policles. (d) (e) ls may 221 Pine St, wrltlen notice of such cancellaflon to the Rlsk Manager, Clty of Pagellof2pages cA 95240. Risk: rov. 3i6/2019- accæpt redlines (f) (s) eonllnuíiV of Coveraoe All pollcies shall be ln effect on or before lhc li.rst day o{Jlre ]e¡ry of lhls Agreenrent. At least lhirty (30) deys prior to lhe expirationof each.insurance polrcy, contractor shall lurnish a teir¡ricatetsl shd;i.ô ih;;;;w or exrended pollcy has boen obtained whichmeels the mlnlmum reötrlrements' of thls Agreement conttacior shatl piovioå f roàf of conilnuing Insurance on at least an annualba.sls dutlng tho Term. 'lf co'ttacrãri insuïanãJiåoq* ..r is ¿bdniin[àã iäiíny rlrron, conrracr6r shã¡ rmmediarery notrfy the 9lrt)/ tlf immediately obtain replacernent insurance. conlraclor agre*s.lo.i¡priåtôs that any insurance coverag6 provided lo theCityof Lodi shall providefor¿claimsperiodfollowingterminalôn-orcoìffiir-rlrc't ¡ratleaslconsistentw¡r¡rìträclaimsperiodorstatutes of limitations found in lhe caiifornia Tort clãims Act (california coi.rnment code seotion g10 et seq.). Fallpre Ig complv Notwithstandlng any otherlrovlslon of this Agreement, lf conlractor leils or refuses to oblain 0r mâintåinlnsu¡ancs as requlred bv thls agçemirnt' or tãlle lo provide proót oÌ in*ui.nãu, iüubity ruy terorinâte this Agreement upon suchbreach' Upon such termlnation, oontractor shall lmmediatel¡¡ cease uee ot the ètte or facil¡i¡es and cornmlnJeãno ctttgenttypursue lhe removal of any ond all of lts personal property trom t¡re *ite o, iáciinlÀ,- Vgrtficatlon of Cov-elqgg consultãnt ohall fu¡nish the city with a copy of the ingurar¡ce ccrlifìcates end qmendalo¡y endorsemenls or coplos of lhe appllcablepollcy lãnguage effecling coveiage requiràå by ttrls clause. Atl oerrinoatãiandänïJrs*nìents are to be recelvéd and approved bylhe clty before work commencea However, ráiture to Àutain tùó i.liiriè<r oJil;;Ë prfor ro rhe work rreginning shall not waive theConsultanl's obllgation to provide lhem. H¡¡vr ru rrrs cvvr^ uçsr¡rrìrrrtl SelËlnsure_d Retenlions seltinsured retentions must be declared to ancl approved,by the cily. The Çlty may requlre the consultant to provlde proof of abilityto pay losÉes and relaled inveslÍgalion$, clalrn admlnlstrstlo'n, and Játen;;;;Ër;ä within rhs retentlon, The poticy långuage shallprovide, or be endorsed to provide¡ that the self-lnsured retention mav úã sãlãnã¿Ïy elrher the nàmel rnsuisiìr crt¡,, lnsurance Llmits The linrlls of lnsurance described hereln shall not llmlt the liabillly of lhe contractor and conkactocs offlcers, employoes. egents,repres€ntatlves ol subcontracto¡s, conlractorts obligation to .íefeno, l.ã;;;lfy end hokj tho clty and its offlo6rs, offlclals,employee*, agents âncl volunieers harnrless urrderlhe'provlsl;;. ;ihir'p;r"giäpiíi. not timltect to or råslricteà ty any r€gutr€mentln the Agreemenr for contracror to procure and mainrain a poticy ot insuåi;l'-' ' (h) ú) (i) (l) (k) Subconhactors Consullant shall Consultent shall (m) requite and verify that all subcontraclors maintain insurance meeting all the requirements staled herein, andeneure that City ls an addiiional insured on insurance required from-subcontraciors Cþims MsclF Pollcies lf any of the requlred pol¡cies provlde coverage on a claims-made basis; 1 ' The Relroactlve Date must be shown a-nd rnusl þe oetore ille ãäie of the contract or the beginning of contraot work.2' lnsurance must be ma¡ntained and evidence of insurance must be proviu"ú ròr at leasl f¡ve (5) yeâr$ afler cornpletion of lheconhact of work. 3' lf coverage is canc€lèd or non-renewed, and not replacerl with another claims-made pollcy form wlth a Retroacilve Date prlor :ifffi,iltåi::ii..?t:Tït?l:'*- consurtáht must puichase'.*t"ñã"¿ iåöiini" "ouu,"s" ior a minimum or rive (5) y"u,. ånÀ, Qualified lnsurerlst Allinsurance.required by the.tenns of this Agfeement mlsl be provlded by irrsurers licensed to do business in the stale ofcalifornia which are raled al least "Ai vl" bfthe AM eeit nãuili êi,roe;;il'rh-àl'uru ecceptabte lo the city, Non-admittedsttrplus lines catrlers rnay be acce.pted providodlhey ere inctudãd on tt'e mort iecánt llst of callfornia ellglble Eurplus llnes insurers(LESLI llst) and olherwise meet Cliy requlremenls. Page2lof2pages RÍsk: rev. 311t2O18 ø Tinker LLC OverallStatus: rHrofifi$l$cr PROJECTNUMBER PROJECTNAME llø Buslness Development Electrlc Utlllty Requlred Pollcles ¡ APPROVED (t DEPARTMENT NAME PROJECT STATUS I ApPROVËD General Llabtltty Ase.¡l Automoblle Ltablltty Agert Excess Professlona l/Llablltty Asc.ot 12 I Ozl 2019 - 12 I 02 I 20.20 Pollcyt 57 SBA R15875 SC lnsurer: lfigll¡¡lþ¡ç[ 12t02t20t9 - 121O2t2020 Pollcy:57 SEA R15876 SC lnsurel¡ The H¡¡ford 02 I 13 I 20.20 - 02 t13t?O21 Pollcyt UDC-4406989€O-20 lnsurer: Hlgro¡ lnsu¡onco Qpmn¡¡yJ¡g. Eôch Occurrence: Flre D6môge (sny one flre): Med,exp (ôny one person): Personal/Edv lnJury: General (Aggregote): Products-comp/op Aggl $1,000,000f $10,000 $i,ooo,ooo $2,ooo,ooo S2,ooo,ooo Combhed Slngle Llmtt (86 Acctden0: Bodlly lnJury (Per Person); Bodlly lnJury (Per Accldent): propertyi E.L, Eoch Accfdent: E.L, Dlsease. Ea Emplôyee: E,L. Dlseðse - Poltcy Llmili WAIVEÞ APPROVED $l,oooooo s s $ l Workers compensetron ffi i{i; )l¿yi,"",AS9tr¡ lnrurãn êm.riu¡ì Ñonn Amprrct Sl,oooOoo $l,0oo,0oo tl,00o,00o Llmrt: $2,ooo,ooo Requlred Documents v User Uploaded Documents - Requlrements Notes: Ø APPROVED APPROVED V APPROVED Help ,É$tlI't* rairI !¡ f:èi H ENERGY ÉDUCATION PROGRAI,l I I I t MESSAGE F ROM TINKER LLC Dear Astrida, We wanted to take a moment to express our appreciation and gratitude for selecting Tinker as the vendor to deliver your Energy and Water Education Program. We are particularly grateful for your support during the unprecedented COVID-i 9 pandemic which signifrcantly impacted the delivery of your program within the schools Because of this support we were able to quickly transition and offer useful distance learning resources to your teachers and students. We truly appreciate your support and thoroughly enjoyed working with you this year. Thanks again! Cheerf ully, 't ll I ¡ : i, ¿,l$,¡t ¡I/rL Joseph Thrasher COI\TTENTT 1 EXECUÏIVE SUMMARY 2 PROGRAM DESCRIPTION 3 PROGRAM OPERATION 3.1 PHASE 1: LAUNCH 3.1.1 TIMELINE 3.1.2 EDUCATION A TO Z 3.1.3 ENERGY EFFICIENCY KITS 3.2 PHASE 2: IMPLEMENTATION 3.2.1 PARTICIPATION 3.2.2 EDUCATION CONTENT 3.3 PHASE 3: ASSESSMENT 3.3.1 KNOWLEDGEADVANCEMENÏ 3.3.2 PARTICIPANT EVALUATIONS 10 10 11 13 14 14 15 16 16 18 5 6 9 20 . .;.'i '"% 3.3.3 PROJECTED ENERGY SAVTNGS Tinker LLC I Energy Education Program 3 ENERGY EDUCATION PROGRAM 1 SUMMARY Tinker LLC is pleased to submit this annual report describing the implementation and subsequent outcomes of the Lodi Electric Utility Energy Education Program. The program educated future rate payers (students) and current rate payers (their teachers and parents) about energy and how to use each responsibly Beginning in January 2020 through June 2020, Tinker LLC supported Lodi Electric Utility's energy effìciency education efforts through the end to end implementation of an energy education program within local schools. The program included a digital energy effìciency curriculum designed to demonstrate how small changes in energy use can make a big impact on overall energy consumption. Students learn about energy within the community, are taught how to use our energy responsibility and develop energy use skills that can be used for a lifetime. The program featured on-demand teacher training, classroom lessons that support federal & state education standards, and take-home energy efficiency kits for each student. Tinker LLC manages all aspects of program design and implementation including; school recruitment, lesson development, day to day program management and reporting. ln March 2020, school facÌlities were closed due to the COVID-19 pandemic. This required Tinker LLC to explore ways to continue implementation by introducing innovative modifìcations to the program that were appropriate under these extraordinary circumstances. The modiflcations included new student driven online curriculum, a modifred distribution method for the energy effrciency kits as well as continued effort to identify, develop, and solidify partnerships with schools served by Lodi Electric Utility. Lodi Electric Utility Web-App EXECIJTIVE Ê \. -'--- wêkoñeto lhe Eñerry Édù(.t¡on P¡og¡àm ffiW ffi t Collect PoìnLs \ 4 Tinker LLC I tinkerprograms.com ENERGY EDUCATION PROGRAM Below are the program highlights 1. Lessons delivered through an online platform. Using an online delivery platform, our state-of-the-art solution reflects the transition schools have made during distance learning to digital curriculum. 0ur online platform, or Web App, included portals for teachers, students and parents. Each portal contains relevant content and activities. 2. Lesson content. During this time teachers required digital lessons that were developed and easy to assign to students. As such, the program lessons were designed as digital independent student driven lessons with oversight from teachers. Moreover, each lesson supplemented the traditional curriculum taught and supported education standards. 3. Knowledge retention. Students completed a pre- assessment prior to beginning the program to determine the baseline knowledge of students. Assessments were administered at the end of each lesson. At the conclusion of the program a post assessment was administered to determine knowledge gain. 4. Behavior change strategies. ln addition to energy ed ucation, the prog ra m Ì ncorporated a ge-a ppropriate behavior change strategies. This includes assigning points and badges for actions taken as well as promoting commitment with a pledge to take action. 5. Energy Effìciency Kits. As part of the program Energy Effrciency Kits were made available to each student and teacher participating. However, due to the COVID-19 pandemic delivery of the energy effrciency kits transitioned from distribution by teachers within the classroom setting to delivery directly to student homes. Parents were asked to provide shipping information which resulted in one hundred ninety-nine (199) kits shipped to families. The kits were packed with high effrciency products that when installed help to curb household energy usage while reducing green house gas emissions. Students work with their parents to install the products and report their actions. Tinker LLC I Energy Education Program 5 EN ERGY EDUCATION PROGRAM 2 DESCRIPTIO N Tinker's Energy Education Program is a digital science-based curriculum designed to teach students about energy and how to use it wisely. Offered as a completely turnkey program, Tinker managed all aspects of program implementation. Working with City staff, Tinker designed and customized lessons appropriate for students attending schools in which the City serves. Next, Tinker made direct contact with individual eligible teachers using a variety of communication tools to introduce the program and collect enrollment commitments. Alternative Program Delivery (COVID-1 9 Response) ln March 2020, school facilities were closed due to the COVID-19 pandemic. ln response, Tinker implemented an alternative program delivery option. Within this delivery methodology the program lessons were designed as digital independent student studenteLearnins portat driven lessons with oversight from teachers. All lessons supported state and federal education standards and included digital activities designed to maximize knowledge gain during distance learning. The lessons were delivered via Tinker's Web App which also included on-line portals designed specifìcally for teachers, students and parents Each portal disseminated relevant information to the user. Through the Web App, the digital delivery of the program allowed for a variety of tools that were used to maximize engagement. PROGRAM @ o E*---- 6 Tinker LLC I tinkerprograms.com EN ERGY EDUCATION PROGRAM 1. All program actions were tracked and recorded in real-time. The data was analyzed and used to inform unique actions by program staff and published within an on- line dashboard. City staff was supplied credentials to access the dashboard and encouraged to follow program progress. 2. Additional engagement opportunities for other Lodi Electric Utility programs were promoted within the relevant portal. Upon completion of the lessons, students are filled with new energy effìciency knowledge. Each student was provided a energy effrciency kit containing home energy saving devices During the flnal lesson the student completes exercises that require measuring current home energy use, retrofrtting home energy use devices with the high efficiency devices from their kit, and measuring their new home energy use This gives families the opportunity to immediately and consistently conserve energy. Throughout the program students complete simple surveys and assessments. This data is collected, analyzed and summarized to gauge the impact of the curriculum on students. At the close of the unit, the student with their parents, complete a pledge to continue to conserve energy. At the end of the school year all data generated from the lessons as well as any predefìned success metrics are collected and presented in this Final Report. fF All program actions and interactions are digitally recorded in realtime ensuring teachers and students are implementing the program Data was is available in real-time through our online client dashboard Real-time TRACKING Tinker LLC I Energy Education Program 7 CO.FOUNDER & CEO ,g2: --- CO.FOUNDER & PRESIDENT cro Katie brings fifteen years of experience as an educator to serve a multitude of roles at Tinker. A credentialed teacher in the state of California, Katie spent several years as an elementary school teacher. Prior to co-founding Tinker, she served as a consultant contributing to the educational design of utility- provided energy education programs. She is responsible for Tinker's long-term vision and the implementation of the company's strategic plan, Joe Thrasher serves as Tinker's President. With over nineteen years of experience in designing and implementing energy education programs, Joe is an expert in the efficiency education space. As one of the company founders, Joe is responsible for the overall design and implementation of Tinker's efficiency programs. Mike is Tinker's chief software architect and serves as Tinker's ClO. He has twenty years of experience, having participated in a wide range of software endeavors spanning from flagshíp and commercial products to mission critical internal applications. Mike drives allthings related to Tinker's Web App and back end databases. DIRECTOR OF EDUCATION DIRECTOR OF MARKETING Heather Devany serves as our Director of Education. She oversees the creation and development of Tinker's education content and delivery. Mrs. Devany has spent twenty years in education. Three years as an administrator and fifteen years as a classroom teacher. She has taught 2nd, 3rd, 5th and 6th grade and has twice been a member of the California Distinguished School writing committee. Dan Natividad serves as our Director of Marketing. He oversees the outreach and marketing of the program to schools and teachers. His ma rketing campaigns utilize a wíde range of marketing tactics such as grass-roots social campaigns, traditional media, and digital marketing. Dan has spent sixteen years implementing strategic marketing plans for organizations. ENERGY EDUCAÏION PROGRAM 3 OPERATION The successful administration of the Energy Education Program was guided by Tinker's proven operational plan. The program operated in three distinct phases. ROGRAM PHASE 1: LAUNCH The foundation of the Energy Education Program. Program launch includes outreach and implementation planning as well as customization and production of outreach and curriculum materials. c o c PHASE 2: IMPLEMENTATION Stakeholder objectives merge to ach¡eve desired outcomes. lmplementation includes teacher outreach and enrollment and the shipment of curriculum materials. PHASE 3: ASSESSMENT & REPORTING Data is collected, measured and assessed to determine outcomes. Assessment and reporting includes collection of programmatic data through various mediums, effectively evaluating the data and generating this report. Tinker LLC I Energy Education Program 9 PROGRAM OPERATION PHASE 1 3.1 I LATJNICI{ 3.1.1 TIMELINE Nov Dec Jan Feb Mar April May June Contract Agreement Executed ng information provided City Brandi by the Teacher and student incentive program developed Digital materials published Quality control checks performed on all materials Eligible school information identified Teachers & schools introduced to the program Participation commitments collected Access to digital materials granted Energy Efficiency Kits shipped Communication with teachers Collection & evaluation of program data Program closed to participation Program data compiled and analyzed Final report developed and delivered (, 4z É. t¡¡ l¡l z 2ô o zo ız d. 10 Tinker LLC I tinkerprograms.com PROGRAM OPERATION 3.1.2 EDUCATION A TO Z \Â/hat we do best During the Energy Education Program teachers, students and parents are provided with a variety of resources expertly designed to educate and encourage energy effìciency behaviors via the online web-app. Each resource is designed to facilitate successful instruction and to stimulate engagement within each partrcipating segment. The resources provided for each segment are described below. ffi Welcó^rc to ilro E.erBy td!(ò!on ¡roEtdm |.*,n.'1.'--,-.::.-e.:.'...."-..' l i¡I$n.* -:!i,,i!,r!( Lodi Electric Utility Web-App t TEACHER PROGRAM RESOURCES Participating teachers are provided access to the teacher portal within the web app. Resources available include:. Video instructions to guide teachers through administration of the program.. Optional download of step by stêp administration instructions for reading.. Access to each lesson within the curriculum.. Lessons can contain. On-Demand videos. Streaming video content. lndividual Student Activities. Assessments and more!. Access to the digital Program Evaluation Survey. I I i I Tinker LLC I Energy Education Program 11 PROGRAM OPERATION PARENT PROGRAM RESOURCES Parents of participating students are provided access to the parent portal within the web app. Resources available include: . Ability to request a FREE energy effrciency kit on behalf of their student. . Access to additional energy effrciency resources offered by the City.. Access to the digital Program Evaluation Survey.. Access to energy efficiency rebates offered by the City. STUDENT PROGRAM RESOURCES Students are provided access to the student portal within the web app. Resources available include: . elearning Energy Lessons. Ability to request a FREE energy effrciency kit with their parent. . Video instructions guiding participants through different actions they can take home to use energy more effrciently. . Access to digital Questionnaires and Assessments.. Additional energy effrciency information provided by the City '12 Tinker LLC I tinkerprograms.com PROGRAM OPERATION 3.1.3 ENERGY EFFIC¡ENCY KITS Small changes can make a big impact Each student and teacher participating in the Energy Education Program had the opportunity to receive a take home energy effrciency kit. The kit was full of tools and retroflt devices that contribute to immediate energy savings at home. Each kit contained the following items: . Showerhead . Kitchen Faucet Aerator . Bathroom Faucet Aerator . Two LED Light Bulbs .LED Night Light . Water Flow Rate Bag . Toilet Leak Detector Tablets . Outdoor Watering Gauge . Direct Printed Reusable Tote Bag ENERGY EFFICIENCY KIT MOBILE VIDEO CONTENT ô I @ ENVIRONMENTALLY RESPONSIBLE INNOVATIVE IDEAS The energy efficiency kit was delivered in a re-usable grocery tote. The tote was branded with the Lodi Electric Utility logo. To continue program implementation during the COVID-i.9 pandemic, parents were asked to provide shipping information so kits could be delivered directly to their home. I I,. ii. On-line product installation videos were made available to students and parents, Tinker LLC I Energy Education Program 13 PROGRAM OPERATION PHASE 2 3.2 3.2.1 PARTICIPATION During the spring 2020 school year, middle school teachers at schools served by the City were introduced to the program and asked to participate. Commitments were received from six schools representinq 328 sixth grade students and 13 teachers. A table and a map displaying the participating schools can be found below: I IMPLEMEI{TATIONI 4 B6Beckman Elementary School Ellerth Larson Elementary School J 96 Lodi Seventh Day Adventist Elementary 1 20 St. Peter Lutheran School 1 12 Vinewood Elementary School B4 Washington Elementary School 1 30 {) f f, 11 ,,.'::<i¡ h4t:iiii¡t ¡¡ * ¡; "i t ¿. UJ<llrra¡l 3!p{jrr:ùn tL{ t GJJ 1ìr oo @) !,ì Olf ice €itz.)r!) oo ',, t;a School Teachers Enrollment 14 Tinker LLC I tinkerprograms.com PROGRAM OPERATION 3.2.2 EDUCATION CONTENT Regional and relevant lessons Through our state-of-the-art online delivery platform teachers and students can access the digital curriculum designed specifrcally for distance learning. The online delivery provides safe, convenient, and instant access to lessons with just a few simple clicks. The lessons are designed to build upon and supplement the science, math and language arts curriculum taught. Students navigate their way through the lessons as the teacher remotely monitors progress. To support the City's educational goals, Tinker developed lessons specifrcally for the City Each lesson included regional and relevant information and supported federal and state education standards. Lessons included: 1. Natural Resources 2. Electrical Generation & the Grid 3 Drought 4. Water & Energy Nexus 5. Effrciency & Conservation 6. Energy Pledge At Home L¡lb od úc¿ldålwr såysþ..1¡pr¡clrdconsrrvat@rnd h.í€rsr -¡h e¡ @iqose R.lrlgarôb¡F ,5.Ð ¡r11,rf'?r; j!-.i !t.?aÌ r.! ¿.,P.tÞ -. ¿ r...ø.+rtú. ra .tt: ? r,:..1^j t ,.... ¿,.tri\ 6? r, î:.t atl r.-.,i,.-a. tJ) . e'lrt i1,*:rr ¡tré:qj¡:r!|rr::,. Tinker LLC I Energy Education Program 15 PROGRAM OPERATION PHASE 3 3.3 During the Energy Fducation Program, data was collected at various points throughout and evaluated to assess desired program outcomes. This includes measuring student knowledge gained during the program, projected energy savings from the installation of the items within the energy effìciency kit and participant feedback 3.3.1 KNOWLEDG E ADVANCEMENT To identify the baseline knowledge of concepts taught, students completed a pre assessment prior to beginning the program. At the close of the program students completed a post-assessment. The results were used to determine if the lessons were effective thus resulting in a net gain of knowledge. The outcome is below. ASSESSMENIT ON THE AVERAGE STUDENTS CORRECTLY ANSWERED 7.03 OUT oF 11 QUESTTONS tN THE BASELINE STUDENT ASSESSMENT ÏO BEGINNING THE PROGRAM ON THE AVERAGE STUDENTS CORRECTLY ANSWERED 9.96 OUT oF 11 QUESTTONS tN ÏHE POST STUDENT ASSESSMENT COMPLETING THE PROGRAM AFTER PARTICIPATING IN THE PROGRAM, STUDENTS INCREASED THEIR KNOWLEDGE BY CORRECTLY ANSWERING 2.93 MORE QUESTTONS OVER THE BASELINE. DEMONSTRATING A42o/o INCREASE IN KNOWLEDGE 42a/o +POST. ASSESSMENT PRE- ASSESSMENT 16 Tinker LLC I tinkerprograms.com PROGRAM OPERATION At the conclusion of each lesson, students were ask to complete a lesson assessment. The assessment was designed to measure knowledge growth within the topic as well as the re- enforce the education. The results are used to determine the effectiveness of each lesson. The table below contains the average student score within each lesson assessment. Natural Resources 91o/o Electrical Generation and the Grid Otro/( )., /o Drought 96Vo Water Energy Nexus 7 4Vo Effrciency & Conservation OOo/OO /O Energy Pledqe 9BVo AssessmentLesson Tinker LLC I Energy Education Program 17 PROGRAM OPERAT¡ON 3.3.2 PARTI CI PANT EVALUATI O N S Feedback is the key to continuous improvement At the conclusion of the unit teachers, students and parents were asked to complete an online evaluation of the program. Evaluations were designed to elicit specifìc feedback from each group. Highlights are below: 1 . How would you rate the FREE energy efficiency kit? 2. Would you like to see this program continue? 3. Did you and your family change the way you use energy? 4. After installing the efficient products, did you purchase any more on your own? 5. Were the product installation videos clear? *i 8 PARENTS RESPONDED IO THE OPTIONAL SURVEY PARENT PROGRAM EVALUATION r STUDENT PROGRAM EVALUATION 3. Would you like to see this program continue? 4. Did you and your family change the way you use energy & water? - *246 STUDENTS RESPONDED TO THE OPTIONAL SURVEY 1. Did you enjoy the program? 2. Was the on-line content easy to use? r 1B Tinker LLC I tinkerprograms.com ræ 4æwqlffi- ,lwæ--r"Ér PRoGRAM OPERATION Tinl<er LLC I Energy Education Program 19 PROGRAM OPERATION 3.3.3 PROJECTED SAV| NGS Energy Efficiency Kits Through the program, one hundred ninety-nine (199) energy effìciency kits were mailed directly to students. The kits were packed with high effrciency products that when installed help to curb household energy usage while reducing green house gas emissions. Students work with their parents to install the products and report their actions. Reported data is as follows: Resource savings can be projected based on the data. Projections are found below Annuol Sovin via Kit Projected Lifetime Savings vio Kit Number of Participants: 199 590/o of students reported installing the showerhead 390/o af students reported installing the kitchen aerator 610/a of students reported installing the bathroom aerator 940/o of students reported installing the first LED Líght Bulb 8570 of students reported installing the second LED Light Bulb 910/o of students reported installing the LED Night Light 920/o of students reported using the toilet leak detector tablets 430/o af students reported adjusting their outdoor watering Projected annual program-wide water savings via kit retrofit L,309,555.30 Gallons Projected annual program-wide electricity savings via kit retrofit 47,965.12 kwh Projected annual program-wide natural gas savings via kit retrofit 6,913.77 Therms Projected annual program-wide GHG reduction via kit retrofit 381.20 Metric Tons Projected lifetime program-wide water savings via kit retrofit 11.,696,7 55.40 Gallons Projected lifetime program-wide electricity savings via kit retrofit 612,466.05 kWh Projected lifetime program-wide natural gas savings via kit retrofit:61,,970.19 Therms Projected lifetime program-wide GHG reduction via kit retrofit:4,L99.30 Metric Tons 20 Tinker LLC I tinkerprograms.com PROGRAM OPERATION SHOWERHEAD RETROFIT PROJECTED SAVINGS Reported Inputs Average household size: Full bathrooms per home: Previous showerhead flow rate: Retrofit showerhead flow rate: Percent of homes with electric water heat: Percent of homes with natural gas water heat: Retrofit showerhead installation rate: Participants using kits: Assumed lnputs Showers per day per person: Average length of use: Percent of showerhead water that is heated Temperature of incoming cold water: Temperature of outgoing hot water: Product life: Outcomes Projected annual water savings for all households: Projected annual electric savings for all households: Projected annual natural gas savings for all households: Projected annual GHG reduction for all households: Projected lifetime water savings for all households: Projected lifetime electric savings for all households: Projected lifetime natural gas savings for all households Projected lifetime GHG reduction for all households: 4.78 people l-.53 bathrooms 2.900 gallons L.500 gallons 19% 81% s9% L99 students 0.67 showersl 8.2 minutesl 73% hot waterl 55" 1 t2o" 1 10 years2 I,029,795.78 Gallonsl 25,709.88 kWhl 5,480.26 Thermsl 3l-9.20 Metric Tons3 10,297,957.83 Gallonsl 2s7,098.82 kWhl 54,802.64 Thermsl 3,189.00 Metric Tons3 1 WoterSense@ Specification for Showerheads Supporting Statement. EPA, 2010, Appendix A: Calculations ond Key Assumptions. 2 Monufocturer 3 "Greenhouse Gas Equivolencies Calculotor." EPA, Environmentol Protection Agency, Mor. 2020, https ://www. e pa.gov/e n e rgy/g ree n h ou se-gas-eq u ivo le n ci es-co I cu I ator. Tinker LLC I Energy Education Program 21 PROGRAM OPERATION BATH ROOM AERATOR RETROFIT PROJECTED SAVTNGS Reported lnputs Average household size: Percent of homes with electric water heat: Percent of homes with natural gas water heat Retrofit bathroom aerator installation rate: Participants using kits: Assumed Inputs Weighted average daily per capita reduction in water consumption Percent of faucet water used in a household is hot water: Temperature of incoming cold water: Temperature of outgoing hot water: Electric hot water heater efficiency: Natural Gas hot water heater efficiency: Product life: Outcomes Projected annual water savings for all households: Projected annual electric savings for all households: Projected annual natural gas savings for all households: Projected annual GHG reduction for all households: Projected lifetime water savings for all households: Projected lifetime electric savings for all households: Projected lifetime natural gas savings for all households: Projected lifetime GHG reduction for all households: 4.78 people 1.9% 8t% 6r% 199 students 0.6 gallons per dayl 70%1 55" 1 r20" 1 90% Efficientl 60% Efficientl 5 years2 I27,073.48 Gallonsl 2,983.56 kWhl 651.1-3 Thermsl 5.5 Metric Tons3 635,367.40 Acre Feetl 14,917.79 kwhl 3,255.67 Thermsl 27.7 Metric Tons3 1 WaterSenset High-Efficiency Lavatory Faucet Specification Supporting Statement. EPA, 2007, Appendix A CalculatÌons and Key Assumptions. 2 Manufocturer 3 "Greenhouse Gas Equivalencies Calculator." EPA, EnvÌronmental Protection Agency, Mar. 2020, https ://www. e pa.g ov/e ne rgy/g ree n h ouse-ga s-e q u iva I e ncie s-col cu I ato r. 22 Tinker LLC I tinkerprograms.com PROGRAM OPERATION KITCH EN AERATOR RETROFIT PROJECTED SAVTNGS Reported lnputs Average household size: Percent of homes with electric water heat: Percent of homes with natural gas water heat Retrofit kitchen aerator installation rate: Participants using kits: Assumed lnputs Average length of use: Additional length of use for each family member: Previous kitchen faucet aerator flow rate: Retrofit kitchen faucet aerator flow rate: Percent of faucet water used in a household is hot water: Temperature of incoming cold water: Temperature of outgoing hot water: Electric hot water heater efficiency: Natural Gas hot water heater efficiency: Product life: Outcomes Projected annual water savings for all households: Projected annual electric savings for all households: Projected annual natural gas savings for all households: Projected annual GHG reduction for all households: Projected lifetime water savings for all households: Projected lifetime electric savings for all households: Projected lifetime natural gas savings for all households: Projected lifetime GHG reduction for all households: 4.78 people 1"9% B7% 39% 199 students 3.0 minutes per dayl 0.5 minutes per dayl 2.5 G.P.M.2 1.5 G.P.M.3 70% 4 55" 4 r20" 4 90% Efficienta 60% Efficienta -25 years 152,686.03 Gallonsa 3,584.91 kWh4 782.37 Thermsa 45.4 Metric Tonss 763,430.L7 Gallonsa 17,924.57 kwh4 3,91.1.87 Thermsa 755 Metric Tonss 1 quantec, LLC, (2008). tmpact of Ftipping the Switch: Evaluating the Effectiveness of Low lncome ResÌdential Energy Education Progroms. Portland: Drokos, Jamie et al. t VÌckers, Amy (2002). Water lLse ond Conservotíon. Amherst, MA: Waterplow press. 3 Manufacturer a WaterSenset High-Efficiency Lavotory Foucet Specification Support¡ng Stotement. EPA, 2007, Appendix A: Tinker LLC I Energy Education Program 23 PROGRAM OPERATION LED LTGHT BULB RETROFTT I LTGHT BULB #1 PROJECTED SAVTNGS Reported Inputs Retrofit LED light bulb installation rate: Pa rticipants using kits: Average watts used by the replaced bulb Assumed lnputs Product life: Watts used by the LED light bulb: Hours of operation per day: Outcomes Projected annual electric savings for all households: Projected annual GHG reduction for all households: Projected lifetime electric savings for all households: Projected lifetime GHG reduction for all households: 94% 199 students 42.1. watts 25,000 hoursl 9 wattsl 3 hours per dayz 6,779.90 kWh3 4.8 Metric Tons4 L54,792.15 kWh3 L09 Metric Tonsa 1 Manufocturer ' "tight Butb Calculotor." EPA, Environmental protect¡on Agency, Feb. 2015, https://www.energystar.gov/sites/default/files/osset/documentlight bulb calculotor.xlsx u ¡¡¡Average wqttoge of light bulb reploced - wattage of LED tight bulb) x Hours of operotion per doy x 365 Daysl + 1,000] x Partic¡pants us¡ng kits x RetroÍ¡t LED light bulb installotion rate a "Greenhouse Gas Equivolencies Calculotor." EPA, Environmentol Protect¡on Agency, Mar. 2020, htt ps : //w ww. e p a. g ov/e n e rgy/ g re e n h o u s e -g a s - e q u i v a I e n ci e s -ca I c u I ato r. 24 Tinker LLC I t¡nkerprograms.com PROGRAM OPERATION LED LTGHT BULB RETROFTT I LTGHT BULB #2 PROJECTED SAVTNGS Reported Inputs Retrofit LED light bulb installation rate: Participants using kits: Average watts used by the replaced bulb: Assumed Inputs Product life: Watts used by the LED light bulb Hours of operation per day: Outcomes Projected annual electric savings for all households Projected annual GHG reduction for all households Projected lifetime electric savings for all households Projected lifetime GHG reduction for all households 85% 199 students 42.1 watts 25,000 hoursl 9 wattsl 3 hours per day' 6,130.76 kWh3 4.3 Metric Tons 139,971.63 kWh3 99 Metric Tonsa 1 Manufocturer ' "Light Bulb Calculator." EPA, Environmental protect¡on Agency, Feb. 20j-5, https://www.energystar.gov/sites/defoult/files/osset/document/tight_bulb_calculator.xlsx t ¡¡¡nverage wqttoge of light bulb reptaced - Wattage of LED light bulb) x Hours of operation per day x 365 Daysl + 1",000] x Part¡c¡pdnts using kits x Retrofit LED l¡ght bulb instollation rote a "Greenhouse Gos Equivalencies calculator." EPA, Environmental protection Agency, Mor. 2020, https://www,epa.gov/energy,/greenhouse-gas-equivalencies-calculotor. Tinker LLC I Energy Education Program 25 PROGRAM OPERATION LED NIGHT LIGHT RETROFIT PROJECTED SAVTNGS Reported lnputs Retrofit LED night light installation rate: Participants using kits: Assumed lnputs Product life: Watts used by the LED night light: Average length of use: Average watts used by the replaced bulb Outcomes Projected annual electric savings for all households Projected annual GHG reduction for all households Projected lifetime electric savings for all households: Projected lifetime GHG reduction for all households: 91% 1-99 students 1-0 yearsl 0.5 wattsl 4380 hours per year 4 wattsl 2,776.11 kwh3 2 Metric Tonsa 27,761..!0 kwh3 L9.6 Metric Tonsa 1 Monufacturer t ¡¡¡Average wattage of tight bulb replaced - Wattage of LED night light) x Hours of operat¡on per day x 365 Daysl + L,000] x Participants using kits x Retrof¡t LED n¡ght light installation rate a "6reenhouse Gos Equivalencies Colculator." EPA, Environmental Protection Agency, Mar. 2020, https://www.epa.gov,/energy/greenhouse-gas-equivalencies-colculator. 26 Tinker LLC I tinkerprograms.com gat {*¡ttu-r:# *l ¡r a a* H,æç,a Jçra oo ö I t Òtu."bq-.,._, at l ,/'/]