HomeMy WebLinkAbout25I - AGMT - LIGHTING FIXTURESREQUEST FOR
CITY COUNCIL ACTION
Arr94103,11IR[AINJ1441t Lei .i_vdA
APRIL 4, 2017
TITLE
CONTRACT AWARD TO EXPRESS ENERGY
SERVICES TO INSTALL ENERGY - EFFICIENT
LIGHTING FIXTURES AND CONTROLS AND
EXECUTE AGREEMENT FOR ON -BILL
FINANCING LOAN (SPEC. NO. 16 -117)
(STRATEGIC PLAN NO. 4, 3D AND 6, 2A)
CLERK OF CITY COUNCIL USE ONLY:
APPROVED
❑
As Recommended
❑
As Amended
❑
Ordinance on 16' Reading
❑
Ordinance on 2nd Reading
❑
Implementing Resolution
❑
Set Public Hearing For
CONTINUED TO
FILE NUMBER
CITT
RECOMMENDED ACTION
1. Authorize a one -time purchase and payment of purchase order to Express Energy Services
to provide and install advanced energy- efficient lighting fixtures and controls at the
McFadden Learning Center /PAAL Center in an amount not to exceed $49,068.36 which
includes $10,000 in contingency, subject to non - substantive changes approved by the City
Manager and City Attorney.
2. Authorize the City Manager and Clerk of the Council to execute an agreement with Southern
California Edison (SCE) to provide a $41,821.70 no- interest On -Bill Financing loan and
$7,246.66 in incentives to fund Spec. No. 16 -117 subject to non - substantive changes approved
by the City Manager and City Attorney.
DISCUSSION
As part of the City's ongoing efforts to identify potential cost - saving energy projects across City
facilities, the Finance and Management Services Building Maintenance Division commissioned
energy audits for the City's library system (Main Library, Newhope Library, and McFadden
Learning Center /PAAL Center), Corporate Yard, and Police Administration. The energy audits
were completed at no cost to the City by The Energy Network, a non - profit program funded by
California utility ratepayers through the California Public Utilities Commission.
Based on the energy audit findings, Building Maintenance staff applied for and secured approved
funding from SCE to retrofit City library buildings with advanced energy- efficient lighting fixtures
and controls. Retrofit funding applications for the Corporate Yard and Police Administration are
currently being reviewed by SCE.
251 -1
Contract Award to Install LED Lights and
Light Controls Agreement for On -Bill Financing Loan
April 4, 2017
Page 2
At this juncture, staff requests the City Council to approve the implementation of the McFadden
Learning Center /PAAL Center project as the third of three library retrofit projects. The first retrofit
project was for the Main Library as approved by the City Council on October 4, 2016. The
second retrofit project was for Newhope Library as approved by the City Council on December 6,
2016.
The McFadden Learning Center /PAAL Center project consists of light fixtures (replace
fluorescent lights with energy- efficient light- emitting diode [LED] lights) and light controls (install
occupancy sensors and connect to lighting system and Building Management System). Project
benefits include an annual reduction of 41,682 kWh in electric usage, annual electric bill savings
of $10,379 and annual greenhouse gas reduction equivalent to taking 73 cars off the road as
shown below.
Total project cost is $49,068.36 including a $10,000 contingency. As tabulated above, project
cost will be fully funded by SCE using cash incentives of $7,246.66 and a zero interest On -Bill
Financing (OBF) loan of $41,821.70 for a total of $49,068.36. An innovative feature of the
recommended actions is the City will have no upfront costs as the awarded contractor will finance
the cost of the project. SCE will then pay contractor directly with the cash incentives and OBF
loan proceeds that SCE has approved for the project.
As a result of the OBF loan, McFadden Learning Center's /PAAL Center new electricity bill will be
different as it will have a lower amount due based on the energy reduction from the project, and a
new separate line -item to show the OBF loan repayment amount. This latter amount will reflect
kWh saved from the project multiplied by the relevant billing rate. Once the OBF loan is paid in
full SCE will discontinue the OBF loan repayment line -item. This will result in smaller electricity
bills at this location. (Cash incentives are grants and not repaid.) Staff requests the City Council
to approve the foregoing project and funding process. SCE Notices of Approval for incentives
and OBF loan amount (Exhibits 1 and 2) and the loan agreement form (Exhibit 3) are attached.
The Notice soliciting bids was advertised on December 27, 2016 on the City's online bid
management and publication system. A summary of the bids received is as follows:
45 Vendors were notified
1 Santa Ana vendor notified
23 Vendors downloaded the solicitation
10 Bids received
251 -2
Estimated
Estimated
Estimated
Estimated
PROJECT
Estimated
Annual kWh
Annual Electric
Annual CARS
SCE Cash
COMPONENTS
OBF
SAVINGS
Bill SAVINGS
off the Road '
:incentives
Light Fixtures
41,656
$10,372
73
$7,246.66
$40,760.70
Light Controls
26
$7
0
$0
$ 1,061.00
Total project cost is $49,068.36 including a $10,000 contingency. As tabulated above, project
cost will be fully funded by SCE using cash incentives of $7,246.66 and a zero interest On -Bill
Financing (OBF) loan of $41,821.70 for a total of $49,068.36. An innovative feature of the
recommended actions is the City will have no upfront costs as the awarded contractor will finance
the cost of the project. SCE will then pay contractor directly with the cash incentives and OBF
loan proceeds that SCE has approved for the project.
As a result of the OBF loan, McFadden Learning Center's /PAAL Center new electricity bill will be
different as it will have a lower amount due based on the energy reduction from the project, and a
new separate line -item to show the OBF loan repayment amount. This latter amount will reflect
kWh saved from the project multiplied by the relevant billing rate. Once the OBF loan is paid in
full SCE will discontinue the OBF loan repayment line -item. This will result in smaller electricity
bills at this location. (Cash incentives are grants and not repaid.) Staff requests the City Council
to approve the foregoing project and funding process. SCE Notices of Approval for incentives
and OBF loan amount (Exhibits 1 and 2) and the loan agreement form (Exhibit 3) are attached.
The Notice soliciting bids was advertised on December 27, 2016 on the City's online bid
management and publication system. A summary of the bids received is as follows:
45 Vendors were notified
1 Santa Ana vendor notified
23 Vendors downloaded the solicitation
10 Bids received
251 -2
Contract Award to Install LED Lights and
Light Controls Agreement for On -Bill Financing Loan
April 4, 2017
Page 3
Bids were received, opened on January 25, 2017, and evaluated (Exhibit 4). The bid received
from Express Energy Services is responsive to the specifications and meets the City's
requirements.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports City efforts to meet Strategic Plan Goal #4 — City Financial
Stability, Objective 3 (achieve a structurally balanced budget) Strategy D (explore innovative
revenue and cost recovery strategies) and Goal #6 — Community Facilities & Infrastructure,
Objective 2 (address deferred maintenance on City buildings and equipment) Strategy A
(prepare a Deferred Maintenance Plan that assesses safety, adequacy, and liability implications,
and estimates repair costs to be programmed in the responsible agency's future budget).
ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the recommended actions are
exempt from further review. A Notice of Exemption will be filed for this project.
FISCAL IMPACT
The following is the spending plan for the McFadden Learning Center /PAAL Center Lighting
Retrofit project:
Receipt of Funds from SCE
Description Fiscal Year Amount Account
Cash Incentives 2016 -17 (Dec — Jun) $ 7,246.66 16210002 -57384
Loan Proceeds 2016 -17 (Dec — Jun) $41,821.70 16210002 -57384
Total $49,068.36
Payment to Express Energy Services
Description Fiscal Year Amount Account
Cash Incentives 2016 -17 (Dec — Jun) $ 7,246.66 16210100 -62300
Loan Proceeds 2016 -17 (Dec — Jun) $41,821.70 16210100 -62300
Total $49,068.36
Loan Repayment to SCE
Description Fiscal Year Amount Account
Loan Repayment 2017 -18 through 2026 -27 $41,821.70 07310100 -62000
($4,182.17 annually)
251 -3
Contract Award to
April 4, 2017
Page 4
Carlos Rojas
Chief of Police
Install LED Lights and Light Controls Agreement for On -Bill Financing Loan
APPROVED AS TO FUNDS AND ACCOUNT:
Francisco Gutierrez
Executive Director
Santa Ana Police Department Finance and Management Services Agency
EXHIBITS 1. SCE Notice of Approval — Incentive
2. SCE Notice of Approval — OBF Loan
3. OBF Loan Agreement— Sample Form
4. Abstract of Bids
251 -4
SOUTHERN CALIFORNIA
EDISON
An EDISON IN7E2.NATIONAL0 Comte n,
May 6, 2016
Project Number: 353 -16- 0500834485
Project: Customized Solutions Approach
Authorized Agent:
Rebecca Haacheer
The Energy Coalition
47 Discovery, Ste 250
Irvine, CA 92618
E -mail: Businessincentives @sce.com I Fax: 626- 633 -3243
Customer Information:
John Aguilar
City of Santa Ana
20 Civic Center Pl. M -1 I
Santa.Ana, CA 92701
Questions?: 800 - 736 -4777
SEND ALL DOCUMENTS TO:
Business Incentives
Southern California Edison
P.O. Box 800
Rosemead, CA 91770 -0800
RE: NOTICE OF CUSTOMIZED SOLUTIONS CONTRACT AND INCENTIVE APPROVAL
Dear Rebecca Hausheer & John Aguilar:
Thank you for submitting your Energy Management Solutions Incentive Application ( "Application ") for
the Customized Solutions Program ( "Program "). Your Application for incentives for the Project(s)
described in your application has been reviewed and approved. Funds reserved are based on SCE
approved savings estimate set forth below; however, the actual incentive payments will be made based
on verified and actual savings' amounts:
SCE Final Approved Savings
SOLUTIONS : DESCRIPTION
and Incentive
Code
Estimate
kWh
'.kW
$- Incentive
Amount
Interior LED fixture replacement (utilizing approved
luminaries)
LT -17492
18,439.8
5.05
$ 4,722.05
Exterior LED fixture replacements (utilizing approved
luminaries)
LT -85834
11,742.4
0.00
$ 2,524.61
Total Approved Savingstincentive Estimates
30,182.2
5.05
$ 7,246.66
Project Cost Adjustment
Total Estimated Incentive
$ 7,246.66
10% Measurement and Verification Adder (if applicable)
If you do not concur with the energy savings and incentive amounts shown above, you have 30 days
from the date of this letter to notify SCE, so that we can attempt to resolve your concern(s). If you do not
notify us of any concerns within 30 clays of this letter, the savings /incentive estimates set forth above
will be deemed correct. If you agree with the estimates, you may proceed to purchase and install the
above solution code(s) at any time. This Project Approval incorporates by reference the Application,
including the Applicant Agreement regarding Program Tenns and Conditions.
Check out www.sce.coml To see "ugAify for the Comprehensive Bonus.
After your project is completely installed, operational, and meets all requirements of the Program, which is
described in detail in the Customized Statewide Procedures Manual for Business and at
www.sce.com/customized—solutions:
• Complete. sign and submit the enclosed 2013 -14 Customized Solutions Installation Report.
• Submit final invoices and /or documentation to support project cost, clearly detailing all costs
associated with the project (equipment, labor, tax, etc.).
• Submit complete engineering calculations to demonstrate energy savings and documentation, if
applicable (including archival diskette, CD, etc.).
• Submit schematic drawings and /or manufacturer specification sheets, if applicable.
• Operating Report, if measurement and verification is required.
• Submit Pump Curve (if applicable)
NOTE: As a reminder, the deadline for the project to be completely installed and operational is one year from the date of this Project
Approval letter. Please submit the completed Installation Repot within 30 days after installation and prior to the one year deadline.
Upon SCE review and approval of your completed Installation Report and supporting cost documentation, you
will be notified in writing. Thereafter, SCE will process the incentive check or SCE, utility bill credit, as
applicable. If SCE is unable to approve your incentives based on the information provided, SCE may require you
to submit other documents related to the Project, Project site, solutions, energy savings, or any other documents it
requires, in its sole discretion, to make a decision on your Application.
If you have any questions, please contact your SCE Account Representative. You may also call us at (800) 736-
4777 Monday through Friday, from 8:00 a.m. to 5:00 p.m., or send an e -mail to Businesslncentives @sce.eom.
Please have your project number available for reference when you call and include it in any e -mail
correspondence.
Business Incentives Team
Southern California Edison
Checkout www.sce.com To sec�f pb� g4tblify for the Comprehensive Bonus.
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Energy Management Solutions Incentives
Application for Business Customers
2013 - 2014 Customized Installation Report
DIRECTIONS: After your project is installed and operational, input the project installation commencement and completion dates in the fields
provided. Review the information from your Application Approval Letter. If nothing has changed, and the information in Sections 5 and 6 is
correct, complete and sign Section 7 on page 2 of this Installation Report (IR) Form and submit both pages to SCE at one of the addresses below.
ly, - *V:
UPN #: 353 -15- 0500834485 SA #: 3- 001- 3274 -63 Project Name: PRP- SANTA ANA MC FADDEN LEARNINI
Customer Name CITY OF SANTA ANA Customer's Authorized Agent: THE ENERGY COALITION
Installation Commencement Date. Installation Completion Date:
Line # Solution Code Solution Description Description of Existing Equipment
1 LT -17492 Interior LED fixture replacement (utilizing approved
Iuminarloal.
2 LT -85834 Exterior LED fixture replacements (utilizing approved
h,m inadecl.
3
4
5
Note: If submitting more than 5 Solutions complete and attach the Customized Solution page from the Multiple Site/Solution Worksheet at www.sce.comisolutions.
:alculated
Solution #
3 —
_._� —
5S
Energy
J%j Zl b 10,40L.V IO,YaJ O
16,826.4 5,084.0 11,742.4
I vial rrulea was lei
Incentive Energy 104.363 93
Rate ($[kWh) Incentive ($)
$ 0.08 $ 1,475.18 Calculated Energy Savings Totals
$ 0.08 $ 93939 30,182.2
vn -reap vemanu «eaucnun
Calculated
Solution
# from above
Baseline
On -Peak
Demand (KW)
Installed
On-Peak
Demand (KW)
On -Peak
Demand
Reduction (KW)
Peak Demand
Reduction
Incentive ($)
1
9.57
4.52
5.05
$ 757.50
2
$ _
3
— Calculated Savings Incentives
m,11%RnIltC111A,111111,11 Ill AppllceOlo)
7,276.66
(kW)
5.05
SAO 3- 001 - 3274 -63
UPN # 353 -15- 0500634485
NOTE: For projects requiring M &V, attach any required
baseline or post - installation measurements and analysis, as
specified in your approved M &V plan
Line # Solution Code Solution Description Description of Existing Equipment
1
2 -
3 _
4
Note: If submitting more than 5 Solutions complete and attach the Customized Solution page ofthe Multiple Site/Solution Worksheet atwwwece.comisolulions.
251 -8
Page 1
Section
6) Energy Savings (if Different from Original Application)
Energy Savings ..
Total Project Cost I$)
Calculated
Baseline
Installed
Energy
Incentive
Energy
Solution #
Usage (kWh)
Usage (kWh)
Savings (kWh)
Rate ($ /kWh)
Incentive ($)
2
Calculated Energy Savings Totals
_ _
3
4
Calculated Savings Incentives
5
Section 6) On-Peak Demand Reduction (if Different from Original Application)
_ On -Peak Demand Reduction On-Peak Demand Reduction (kW)
—
Calculated Baseline Installed On-Peak Peak Demand
Solution On -Peak On -Peak Demand Reduction
# from above Demand (KW) Demand (KW) Reduction (KW) Incentive ($)
1 sA# 3 -001- 3274 -63
2 UPN # 353 -15- 0500834485
-- 3 --
__ 4 NOTE: For projects requiring M &V, attach any required
5— baseline or post - installation measurements and analysis, as
- -- - - - - -- •-- — specified In your approved M &V plan.
Section • • Operation
Check appropriate boxes:
No changes to the proposed solutions have been made since the Project Application Review and Approval and the Authorized agent verifies
that the Application approved savings calculations are correct.
Due to changes to the proposed measures, appropriate adjustments in the savings calculations have been made.
For measures with changes made during installation, use this section, and Sections 5 & 6 on page 2, to calculate the revised installed energy usage,
(� energy savings, peak demand reduction, and incentives. Attach the appropriate calculation backup: the output from the Estimation Software,
Calculate Energy Savings Total or the calculation sheets that document the engineering calculations.
To
be completed only if you have installed retrocommissioning (RCx) measures:
Attach the following supporting documentation with this Installation Report, or email it to the SCE RCx program manager:
Verification data as evidence of implementation.
Updated savings calculations, where applicable.
Copies of invoices for implementation, as proof of the Customer's implementation costs.
RCx Training Completion Form including the training agenda, training materials, list of attendees, and measure persistence
strategies:
See the RCx Program Guidelines for more information on these items.
To be completed only if you are requesting an HVAC Rebate:
1. HVAC Permit (if required) If a permit is required for any HVAC installation /replacement, I have provided the permit number below, (If no permit
is required, leave this section blank.) Permd # :Agency
2. Contractor Certification. If a contractor was used for any HVAC installation /replacement, this section must be completed by the contractor. '
By checking this box I certify, I am a licensed contractor and have followed applicable permitting requirements and, if required, that the HVAC
permit information above is correct
Signature of on rac or ame p easeprin Date
Signature I, the Customer or Authorized Agent below, certify that (1) the Energy Efficiency Solutions have been completely installed, functionally tested and proven capable of
operating and being maintained to perform in conformity with their design intent, and (ii) that a licensed contractor was used, where applicable, and all applicable permitting
requirements for this installation were followed. The installation date of operation of the Energy Efficiency Solutions and any required monitoring data collection per
approved M &V plan, are also certified.
Signature Name (please print) de ate
251 -9
Page 2
251 -10
April 12, 2016
Customer Information:
John Aguilar
City of Santa Ana
20 Civic Center PI. M -11
Santa Ana, CA 92701
EXHIBIT 2
SEND TO: Southern California Edison, Business Incentives
P.O. Box 800, Rosemead, CA 91770 -0800
E -mail: Businesslncentives @sce.com I Fax: 626 - 633.3243
Authorized Agent Information:
Rebecca Hausheer
The Energy Coalition
47 Discovery Ste 250
Irvine, CA 92618
Questions? 800. 736 -4777
RE: NOTICE OF ON -BILL FINANCING (OBF) APPLICATION APPROVAL. AND FUNDING RESERVATION
PROJECT NUMBER: 353.16- 0500834485 SA #: 3 -001. 3274.63
Dear John Aguilar and Rebecca Hausheer:
Your On -Bill Financing Application has been reviewed and approved, and funding for your On -Bill Financing
Loan has been reserved.
At this point the estimated OBF Loan funding reservation for your project of $74,277.60 has been established.
Terms and Conditions of Loan Reservation:
1. The reserved amount has been calculated based on the results of the review and approval of your Energy
Efficiency Project Application, and according to the provisions and methodology of the OBF Loan Term
Calculation [LTC]. Since the loan reservation amount is based on an approved project proposal, it is an
estimate of what the actual loan amount may be.
1a. An OBF Loan Term Calculation [LTC] is attached.
2. The actual loan amount will be calculated based on the results of the review and approval of your Energy
Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan
Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the reserved
amount presented above.
2a. The actual amount of the OBF loan may be less than the reserved amount presented above.
2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above.
3. The expiration of the loan reservation shall be consistent with that of the project incentive.
Next Steps:
• You submit the completed Installation Report [IR] to SCE, and SCE will review it.
• SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC
provisions.
• SCE will issue 2 copies of the OBF Loan Agreement to you.
• You will sign, and have notarized, the Agreements and return to SCE.
• SCE will counter -sign the Agreements.
• SCE will provide you with 1 copy of the fully- executed Loan Agreement and will process the loan
proceeds.
251 -11
S43t�n9ehV i a311 t.tt'krs.
ISON
April 12, 2016
Customer Information:
John Aguilar
City of Santa Ana
20 Civic Center PI. M -11
Santa Ana, CA 92701
EXHIBIT 2
SEND TO: Southern California Edison, Business Incentives
P.O. Box 800, Rosemead, CA 91770 -0800
E -mail: Businesslncentives @sce.com I Fax: 626 - 633.3243
Authorized Agent Information:
Rebecca Hausheer
The Energy Coalition
47 Discovery Ste 250
Irvine, CA 92618
Questions? 800. 736 -4777
RE: NOTICE OF ON -BILL FINANCING (OBF) APPLICATION APPROVAL. AND FUNDING RESERVATION
PROJECT NUMBER: 353.16- 0500834485 SA #: 3 -001. 3274.63
Dear John Aguilar and Rebecca Hausheer:
Your On -Bill Financing Application has been reviewed and approved, and funding for your On -Bill Financing
Loan has been reserved.
At this point the estimated OBF Loan funding reservation for your project of $74,277.60 has been established.
Terms and Conditions of Loan Reservation:
1. The reserved amount has been calculated based on the results of the review and approval of your Energy
Efficiency Project Application, and according to the provisions and methodology of the OBF Loan Term
Calculation [LTC]. Since the loan reservation amount is based on an approved project proposal, it is an
estimate of what the actual loan amount may be.
1a. An OBF Loan Term Calculation [LTC] is attached.
2. The actual loan amount will be calculated based on the results of the review and approval of your Energy
Efficiency Project Installation Report, and according to the provisions and methodology of the OBF Loan
Term Calculation [LTC]. Therefore, the actual amount of the OBF Loan may differ from the reserved
amount presented above.
2a. The actual amount of the OBF loan may be less than the reserved amount presented above.
2b. The actual amount of the OBF loan shall not exceed the reserved amount presented above.
3. The expiration of the loan reservation shall be consistent with that of the project incentive.
Next Steps:
• You submit the completed Installation Report [IR] to SCE, and SCE will review it.
• SCE will calculate the actual final loan amount, based on the results of the IR approval, and the LTC
provisions.
• SCE will issue 2 copies of the OBF Loan Agreement to you.
• You will sign, and have notarized, the Agreements and return to SCE.
• SCE will counter -sign the Agreements.
• SCE will provide you with 1 copy of the fully- executed Loan Agreement and will process the loan
proceeds.
251 -11
SEND T:?: Southern California Edison, Business Incentives
xiL7tit it4 t t7 ita!!ur+ra P.O. Box 800, Rosemead, CA 91770 -0800
DO N- E -mail: Bus! nesslncentives @sce.com I Fax: 626 - 633.3243
mi Questions? 800. 736 -4777
If you have any questions, please contact your SCE Account Representative. You may also call us at (800)
736 -4777 Monday through Friday, from 8:00 a.m. to 5:00 p.m., or send an e -mail to IDSMQuestions @sce.com.
Please have your Project Number available for reference when you call, or include it in your e-mail.
Sincerely,
Cedric Benton /✓
Program Manager - On Bill Financing
Southern California Edison Company
Notice: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin,
sex, marital status, age (provided the applicant has the capacity to enter into a binding contract); because all or part of the applicant's Income derives from any public
assistance program; or because the applicant has In good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers
compliance with this law concerning SCE is the Federal Trade Commission, Equal Credit Opportunity, Washington DC 20580.
251 -12
On -Bill Financing Program - Preliminary Loan Term Calculation (LTC1)
Completion Date /Time:
4/12/2016 2:08 PM
Project Number:
353.16- 0500834485
Service Account:
3- 00b3274.03
Customer Number:
1 -0.000 -7130
Customer Account Number:
2 -31 -644 -7051
OBF Application Receipt Date: 3/112018
Project Type(s) :
Customized and Deemed
Market Segment:
Government and Institutions
Business Name:
SANTA ANA, CITY OF
Reference Name:
PRP- SANTA ANA MCFADDEN LEARNING CENTER
Address:
2627 W MCFADDEN AVE
City, CA Zip:
SANTA ANA, CA 92704
PROJECT ECONOMIC SUMMARY
ACTUAL TERMS WILL BE CALCULATED
BASED ON FINAL REVIEW AND VERIFICATION
OF THE PROJECT INSTALLATION REPORT
LTC1 Reserved Amount is $74,277.60
First month payment Is $618.98
119 subsequent monthly payments $618.98
EXPLANATION
A. AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents /kWh)
$ 0.24208
Based on Billing History
B. ENERGY EFFICIENCY PROJECT SAVINGS
C.3. Estimated Total Rebate /Incentive
$ 7,351.66
B.I. Estimated Annual Kilowatt Hour Savings (kWh)
30,682,9
From Approved Project Application
B.2. Estimated Annual Dollar($) Savings
$ 7,427.72
Estimated Annual kWh Savings xAverage Rate is $ savings (B.1 xA)
B.3. Estimated Monthly Dollar($) Savings
$ 618.98
Estimated Monthly $ Savings (B.2 / 12)
C. COSTS
C.1. Estimated Total Project Cost
$ 104,761.43
C.2. Excess Project Cost
$ -
C.3. Estimated Total Rebate /Incentive
$ 7,351.66
C.A. Other
$
C.5. Estimated Potential Loan Amount (Gross Amount)
$ 97,409,77
C.6. LTC1 Reserved Amount
C.7. LTC2 Reserved Amount
From Approved Project Application
Based on 20% Basic Lighting Cap Rule
From Approved Project Application
(C.1) - (C.2) - (C.3) - (C.4)
From LTC1 calculation following Approved Project Application
LTC2 Loan Amount per policy cannot be greater than LTC1 amount
D. LOAN
$ 250,000
Com, Intl, Ag = $100,000, G &I = $250,000
D.1. Gross Amount for Potential Financing
$ 97,409,77
Lesser of (C5) or IDS) or IF 1.2) or (E2.3) or other rules apply
D.2. Monthly Loan Repayment Amount
$618,98
(B.3)
D.3. Actual loan term (Months)
158
Time required to repay loan In months (subject to
E.2.2, Previous Loans Reserved for this Service Account
$
exception analysis below)
D.A. Actual loan term (Years)
13,2
Time required to repay loan in years. (D.3) /12
E. LOAN LIMIT TESTS
Y
Is D.I. s, E.2.3. Y /N?
E.1. Market Segment Amount of Loan Test (Min /Max Loan Amount)
E.1.1. Markel Segment Minimum Loan Amount
$ 5,000
Minimum Loan Amount per Service Account or Bundle
E.1.2. Market Segment Maximum Loan Amount
$ 250,000
Com, Intl, Ag = $100,000, G &I = $250,000
E.1.3, Within Market Segment Limit?
Y
Is D.1 within loan amount limits Y /N?
E.2. Customer Loan Limit Test (Previous Loans for this Service Account)
E.2.1, Service Account Loan Amount Limit
$ 250,000
(E.1.2) or $1 M for G &I Facility
E.2.2, Previous Loans Reserved for this Service Account
$
Total of previous OBF loans + reservations
E.2.3. Estimated Amount Eligible for Loans
$ 250,000.00
(E.2.1) - (E.2.2), If s, 0, then 0.
E.2.4. Within Available Amount?
Y
Is D.I. s, E.2.3. Y /N?
E.3. Length of Loan Test
E.3.1, Loan Length Limit (months) 120 CIA (lighting) = 36, CIA (non - lighting) = 60, G &I = 120 months
E.3.2. Within Loan Length Limit?
E.4. Expected Useful Life (EUL)* Loan Length Limit Test
N Is D.3 within limit Y /N?
E.4.1. Applicable Measure EUL (months) 144 EUL in months of measure with greatest kWh contribution
E.4.2. Within EUL Loan Length Limit? Y Is D.3 within limit Y /N?
E.5. EXCEPTION ANALYSIS (If any E.1 thru E.4. yields a "No ") Exception Analysis Loan Minimum Requirement Test
Does the loan amount from Exception Analysis meet the $6K loan
minimum requirement? YES
E.5, 1. First Payment Amount $ 618.98
E.5.2. Subsequent Monthly Loan Repayment Amount $ 818.98 '. Based on minimum loan requirement of $SK and supplemental
E.5.3. Subsequent Monthly Payments 119 Exception Analysis, this amount qualifies for an estimated OBF
E.5.4. Net Amount for Financing $ 74,277.60 loan,
- Ervected Uaammte reULL Each measure Is evpemed to perform aatleraobrny for a period of tons An ELL mr
each energy eMOlency measure Is assigned by us California Energy Commission ecor),
251 -13
LTC [in 10270
251 -14
EXHIBIT 3
0n-13111 Financing Agreement
This On -Bill Flnanoing Agreement ( "OBF Agreement ") Is entered Into on
20 , (the "Effective Date ") by and between the undersigned customer ("Customer") and
Sou Tern California Edison Company ( "SCE ") (each a "Party," collectively the "parties ").
Recitals
1, Customer and SCE angered into the Energy Management Solutions Incentives Application for
Business Customers on or about 20 and If applicable, the Customized Solutions
Agreement (Individually or oolieotiv ferr�d to as "EMS Agroamont "), which Were attached
hereto and Incorporated herein by reference,
2, Customer owns, leases or rents the pm en listed in the EMS Agreement as the Site and
maintains a service accounts with SCE for eleatric service, Cuatomar has completed
Installation of ailpiblo energgy eAclent equipment ( "Equipment ") at the Site as set forth In the
EMS Adreamont and has dccopted the equipment as being operational and In good working
order,
3. In Decision 0909.047, the California Public Utilities Commission authorized SOE to provide
xaro -•porcent Interest financing for the installation of certain energy efficient equipment which
Is to da re aid over a specified period through the Customer's elociric utility bill(a) ('f0n�slil
Financing"
4, Customer desires . to enter into this OBF Agreement In order to participaka in SCE's On Bilf
Financing pro ram and Customer agrees to repay SCE the Amount Financed (as defined
under "Loan Tarms ", below) through the Customer's SCE utility b(II(s) pursuant to the terms
and conditions of this OBF Agreement,
NOW, THEREFORE, In consideration of the mutual promlees and covenants contained herein, the
Parties agree as follows:
Terms and Conditions
Defined Terms: Except as the context otherwise requires, capitalized terms used In this OBF
Agreement without definition shall have the same meanings as are set forth In the EMS
Agreement,
Amount Financed: Within thirty (30) days after the Effective Date, SCE will provide a payment for
the Amount Financed to Customer or to a third -party pa as designated by Customer under the
Loan Terms, below, Customer's designation of a third -party payee may not be changed or
revoked,
Loan Terms:
Amount Financed Amount
Financed"):
0
ntereat Rate,
g""
"'Ki'rsl74ftin"tFi isaymenl"`
�'.
emsnng onlhl "y' a mints:--
Deal gnatad r -Pa ty'lsoyse i
an .
"
A ress o es gnat® hlr -
Part Pa ae:
' If more than one Service Account will be billed, information regarding the Service Account j
number and monthly payment is Included in Schedule A attached,
Form 14.792 1 i
0512012
251 -15
Promise to Pay; Customer promises to pay SCE the Amount Financed in equal monthly
Installments as sat forth In the section above and/or Schedule A (Customer's "Loan Obl`gation"),
The first Monthly Payment of Customer's Loan Obligation will appear within sixty (60) days from
the Effective bale on Cuatomer's SCE utility bill(a) for the Service Account(s) hated above.
Manner of Payment: Customer's Monthly Payment amount will appear as a line item labeled
"EC/OBF Installment Charge" on the monthly SCE utility blll(a) for Customer's Service Aoccunt(s),
Customer may pay the Loan Obligaation in the monthly Installments or prepay the Loan
Obligation in one lump sum without penalty, but pro-paymants for less than the remaining
balance will not be allowed, Customer's Loan Obligation will appear on Customer's monthly
SCE utility blll(s) for the number of months set forth above, or until the Loan Obligation Is paid In
full by Customer, whichever occurs first. Customer shall make payments to SCE as directed in the
SCE utility blil(s),
Partial Payments; If Customer Is unable to make a full payment of the Loan Obligation In any
given month, payment arrangements may be made at SCE's sole discretion. Any partial
payments will be applied In equal proportion to the energy charges and the Loan Obligation,, and
Customer will be considered to be delinquent and in default of both the energy bill and the Loan
Obllgaflom
Lato Payments; No late payment charges or Interest will be assessed for delinquent payments on
the Loan Obligation, However, SCE may assess late payment charges for delinquent payments of
energy charges pursuant to SCE's Rule g which is Incorporated herein by reference.
Returned Payments; SCE may regtdrs payment of a $10.00 Returned Check Charge for any
check raturnsd from Customer's financial institution unpaid. The Returned Check Charge will also
apply to any forms of payment that are subsequently dishonored.
Discontinuance of Sarvlcm Amounts due under this OBF Agreement will be amounts deemed
due under eaoh SCE utility bill to the Customoee Service Account(s), and a default under this OBP
Agreement will be treated as a default under the Customer's Service Account(s), Customer's Loan
Obligation Is subject to the dlsoontlnuance provisions of SCE's Rule 11, Discontinuance and
Restoration of Service, Section B, Nonpayment of Sille or Summary Bills which is incorporated
herein by referenoe.
Breach and Acceleration: Any breach by Customer under the EMS Agraoment or this 06P
Agreement shall constitute a breach under all of the above referenced agreements, For purposes
heroin, SCE may determine the OBP Agreement to be breached and Customer to be in default If
Customer: (1) sells, assigns or otherwise transfers ownership, possassjon or title of the Site or the
Equipment, (2) falls to pay the Monthly Payment amount when due, (3) oloses, discontinues or
otherwise causes the termination of the Service. Account(s), or (4) otherwise breaches this OBF
Agreement and /or the EMS Agreement, and the breach Is not cured as speolfled therein,
Notwithstanding anything to tite contrary in the EMS Agreement, a breach and default as set forth
In this section shall not "' suhjOct to any additional cure period, Following a breach as set forth in
this section, SCE shall have the, right to declare the entire unpaid balance of the Loan Obligation
immediately due and payable.
Purchase Money Security Interest; Customer hereby agrees that SCE may, but Is not obligated
to, file a UCC•1 ( "Financing Statement "') against the Equipment to secure C'ustomer's obligation to
repay the Amount Financed. Customer agrees to execute any and all documents In connection
with the Financing Statement In order for $OF to perfect its security Interest in the Equipment.
Customer agrees that SCE is not waiving any of Its rights of recovery as against the Customer
should SCE elect to file a Financing Statement,
Farm 14 -792
0612012
251 -16
Confasslon of Judgrnant; Customer Irrevocably authorizes and empowers SCE and SCE's
attorneys, upon breach and default by Customer es described In the preceding section, to appear
in any state or federal court In Los Angeles County, Californla, as Customer's attomay -In -tact and
confess jud ment against Customer by entry of a eonfasslon of judgment pursuant to Code of Civil
Procedure § 1132 at seq„ or by any other appropriate means, for the full amount due plus all
costs of collection, Including without hmltation court costs and reasonable attorneys' fees. No
single exercise of the foregoing power to confess judgment will be deemed to exhaust the power,
whether or not any such exercise shall be held by any court to be Invalid, voidable, or void; but the
power will continue undiminished and may be exercised from time to time as SCE may elect until
Oil amounts owing under this OBF Agreement have been paid In full.
Modification; Any change to this OBF Agreement must be In writing and signed by Customer and
SCE; except that during any given month, if Customer is unable to make full payment an the Loan
Obligation, payment arrangements may be mods at SCE's sale discretion without modifying this
OBF Agreement in writing, Any written modificotlon or amendment will not be effective unless and
until signed by SCE or such condition Is waived by SCE in its sole and absolute discretion,.
Term and Termination; It is the Parties Intent that the term of this OBF Agreement and the EMS
Agreement run concurrently, Therefore, the OBF Agreement shall condnue in effect until the Loan
Obligation is pafd in full,
Assignment; Notwithstanding anything to the contrary in this OBF Agreement, Customer may
not assign Its rights or delegate Its duties under the Agreement,
Additional Representations; Each person signing this OBF Agreement represents and warrants
that he or she Is duly authorized and has the legal capacity to execute and deliver this OBF
Agreement on behalf of Customer, and to perform their obligations under this OBF Agreement,
Customer further represents and warrants that if it Is a legal entity, It is in good standing in its state
of formation.
Miscellaneous! Except as otherwise specifically provided herein, all terms, provisions,
covenants, representations, warranties, agreements and conditions of the EMS Agreement shall
remain unchanged and in full force and effect. Should a conflict exist between this OBF
Agreement, the EMS Agreement and the documents Incorporated by reference, this OBF
Agreement shall control, This OBF Agreement shall be construed and Interpreted in accordance
with, and shall be governed and enforced In all respects according to, the laws of the State of
California. This OBF Agreement may be executed In one or more counterparts, each of which
shall be deemed an original but all of which shall constitute one and the some instrument, if any
one or more of the provisions contained In this OBF Agreement shall for any reason be held to be
Invalid, Illegal or unenforceable In any respect, then He OBF Agreement shall be construed as If
such Invalid, illegal cr unenforceable term or provision had never been contained herein and all
other provisions of this OBF Agreement shall be Construed to remain fully valid, enforceable and
binding an the parties. The Facitals set Earth above are hereby Incorporated herein by reference.
[Remainder of page intentionally left blank]
Form 14.792
0512012
251 -17
Ivt Vi NIE37 i,7NEitEOF the Parties hale execured this 03= ,Agreement as of the Effective
Data
Customer:
Authorized Representative
1 itle:
Signature:
Date;
Business Address
Telephone No
Fax No,
E -Mail Address:
14iTWAU fi1VAIN
Southern California Edison Company:
Authorized Representative
Title:
Signature
Date:
Business Address:
Telephone No.
Fax No
E -Mail Address:
Francisco Gutierrez, Exec. Dlr. Maria D. Hutizar, Clerk of Council
APPROVED AS TO FORM: (for purposes of sample form only; will need re- approval upon completion)
sal 9yt-. T_,
Jb(HN M. FUNK
Assistant City Attorney
Form 14.914 251 -18 4
04/2016
SCN90ULE A
Customer Name:
OBF Loan Number;
SIto ServicesOSF
Account
Number
BI iing
Repayment
Service Account
Number
1u Monthly
OBF Loan
Payment
Ramalning Monthly
OSP Loan Payments
X-XXX•
XXXX.XX
X•XXX•XXMM
$XX;XX
$XXX,XXpermorVl or months
Total Monthly Repayment
$XX,XX .
$XXX.XX per month
for X months
Form 14 -792
0,5/2012
251 -19
5
I
251 -20
EXHIBIT 4
ABSTRACT OF BIDS
INSTALL ENERGY EFFICIENT LIGHTING FIXTURES AND CONTROLS (16 -117)
BIDDER
LOCATION
TOTAL
ACM Lighting Services
Corona
$72,370.63
Allied e Corporation
Newport Beach
$73,725.00
Express Energy Services
Los Alamitos
$39,068.36
Foddrill Constuction Corporation
Chino
$56,735.31
Gerhard Electric
Laguna Hills
$96,047.11
Green Enerby Innovations
Santa Fe Springs
$53,920.00
Inter - Pacific, Inc.
Tustin
$61,764.17
M. Brey Electric, Inc.
Beaumont
$75,712.50
RT Contractor Corporation
Garden Grove
$181,587.50
Stars Electric
Menifee
$59,412.50
251 -21
251 -22