HomeMy WebLinkAboutItem 10i - Participation in Energized Communities ProgramParticipation in the Energized Communities
Program by Clean Power Alliance
November 19, 2024
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DATE: November 19, 2024
TO: Honorable Mayor and City Council
FROM: Paul Cranmer, Public Works Services Director
By: Daniel Vargas, Management Analyst
SUBJECT: PARTICIPATION IN THE ENERGIZED COMMUNITIES PROGRAM BY
CLEAN POWER ALLIANCE
CEQA: Not a Project
Recommendation: Approve
SUMMARY
On December 19, 2017, the City Council joined the Clean Power Alliance of Southern
California (“CPA”) to provide an alternative to Southern California Edison (“SCE”). CPA
began phasing in electric service to customers in the City of Arcadia in 2019. CPA recently
launched an Energized Communities Program to assist partner agencies in reaching
sustainability and de-carbonization goals by providing financial and technical support. The
Energized Communities Program is made up of two parts: Pathways to Electrification and
the Innovation Grant. The City of Arcadia plans on applying for both programs, which may
each provide up to $250,000 in grant funding. To apply, the City of Arcadia City Council
must authorize participation in CPA’s Energized Communities Program.
It is recommended that the City Council approve participation in CPA’s Energized
Communities Program; and authorize the City Manager to execute the Electric Fleet
Transition Program Participation Agreement; and approve the submittal of applications
for the Innovation Grant.
BACKGROUND
On December 19, 2017, the City Council joined the CPA, which is a Community Choice
Aggregation organization that is able to purchase electricity from power producers and
sell it to their customers at a lower cost than investor owned utilities such as SCE. CPA
began phasing in electric service to customers in the City of Arcadia in 2019. One benefit
of being a CPA member is that the City of Arcadia is able to invest in local energy
programs. CPA recently launched the Energized Communities Program (“Program”) to
assist partner agencies in reaching sustainability and de-carbonization goals by providing
financial and technical support. The Program is designed to empower CPA communities
with tangible pathways to help reduce greenhouse gas emissions, promote resiliency,
Participation in the Energized Communities
Program by Clean Power Alliance
November 19, 2024
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and ensure a healthier environment while creating jobs. The Program is made up of two
parts: Pathways to Electrification, offering pre-selected measures to support
electrification; and the Innovation Grant, which provides funding for creative de-
carbonization projects.
Pathways to Electrification consists of three project areas: Building Electrification
Assistance, Community Electric Vehicle Charging, and Electric Fleet Transition. Each
partner agency has the option to select a single project area, which will be facilitated and
overseen by CPA for easy and swift deployment. Funding, up to $250,000 per project, is
allocated to each partner agency for completing one of the selected project areas.
The Innovation Grant is a competitive funding opportunity for de-carbonization plans that
promote energy equity, reduce greenhouse gas emissions, and reach climate goals.
Partner agencies may submit up to two Innovation Grant applications, up to $250,000 in
funding per project. In addition, CPA will assist partner agencies to leverage maximum
benefits in sourcing and applying for additional funding opportunities, to further support
de-carbonization efforts.
DISCUSSION
The Public Works Services Department (“PWSD”) carefully reviewed the Energized
Communities Program’s, Pathways to Electrification project areas, and has determined
that the Electric Fleet Transition pathway best aligns with the City’s priorities. The Electric
Fleet Transition pathway is designed to help partner agencies on their journey to zero-
emission vehicle adoption by streamlining fleet planning, vehicle replacement, and the
installation of charging infrastructure. This pathway includes technical assistance with
planning and implementation for municipal fleets, including funding that can be used to
offset the cost of the vehicles and charging infrastructure. The Electric Fleet Transition
pathway will provide a fleet inventory assessment for each participating partner
community to develop zero-emission vehicle transition plans, including a fleet
replacement schedule and options for hard-to-electrify vehicles. This pathway also
includes an energy-needs and site assessment for the proposed electric fleet, and site
design plans for charging infrastructure at key facilities. Furthermore, partner agencies
may receive tailored options for electric vehicle charging and networked service
management to maximize savings and bolster grid reliability. These efforts will greatly
assist the PWSD in complying with current and future state clean air regulations that
require the adoption of zero-emission vehicles in municipal fleets. The Electric Fleet
Transition pathway will provide funding of up to $250,000. The PWSD plans on utilizing
a portion of the Pathways to Electrification funds for the installation of additional Electric
Vehicle Charging Stations at City Hall.
The Innovation Grant is designed to offer additional funding to address a range of
sustainability projects, from grid management and resiliency to electrification and local
procurement. Potential projects include electrification for affordable housing, such as heat
Participation in the Energized Communities
Program by Clean Power Alliance
November 19, 2024
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pump installations, rebate programs to switch to electric equipment, or permit streamlining
to support electrification projects. Partner agencies can apply for a maximum of two
Innovation Grants over the three-year program period. Grant projects are competitive and
may be awarded up to $250,000 in funding. The PWSD intends to apply for grant funds
for residential rebate programs. The first application period closes on December 4, 2024.
ENVIRONMENTAL ANALYSIS
The proposed action of authorizing the participation in the Energized Communities
Program does not constitute a project under the California Environmental Quality Act
(“CEQA”), as it can be seen with certainty that it will have no impact on the environment.
If funding is provided for specific construction or infrastructure improvements, the project
lead will conduct any necessary environmental assessments at that time.
FISCAL IMPACT
If successful, the Energized Communities Program may provide up to $250,000 in
Pathways to Electrification funds and an additional $250,000 in Innovation Grant funds.
The PWSD plans on utilizing a portion of Pathways to Electrification funds for the
Installation of Electric Vehicle Charging Stations at City Hall, which is part of the Fiscal
Year 2024-25 Capital Improvement Program budget. Leveraging these funds, in addition
to the $119,000 the City will receive from the Energy Efficiency and Conservation Block
Grant, will help eliminate the City’s expected cost of $121,000 for this project.
RECOMMENDATION
It is recommended that the City Council determine that this action does not constitute a
project under the California Environmental Quality Act (“CEQA”); and approve the
participation in the Energized Communities Program by Clean Power Alliance, authorize
the City Manager to execute the Electric Fleet Transition Program Participation
Agreement, and approve the submittal of applications for the Innovation Grant.
Attachment: Electric Fleet Transition Program Participation Agreement
ELECTRIC FLEET TRANSITION PROGRAM PARTICIPATION AGREEMENT
This Electric Fleet Transition Program Participation Agreement (“Agreement”), made as of the last
date signed below (the “Effective Date”), by and between the City of Arcadia (“Participant”), and
Clean Power Alliance of Southern California, a Joint Powers Authority and Community Choice
Aggregation program (“CPA”), referred to individually or collectively as “Party” or “Parties,” is
to enroll Participant in the CPA Energized Communities Program for Electric Fleet Transition,
described in more detail below.
RECITALS
WHEREAS, CPA has launched the Energized Communities Program (“Energized Communities”)
to assist CPA’s member agencies with the implementation of building and transportation
electrification measures to reduce dependence on fossil fuels and reach sustainability and
decarbonization goals by providing financial and technical support;
WHEREAS, as part of the Energized Communities program offering, CPA desires to support
transportation electrification efforts in its service territory through the CPA Energized
Communities Program for Electric Fleet Transition (“Program”), which seeks to help Participant
develop and implement electrical vehicle (“EV”) fleet transition measures that will result in
increased EV charging infrastructure, and reductions in greenhouse gas emissions;
WHEREAS, to implement the Program, CPA has entered into the Professional Services
Agreement, dated as of March 7, 2024, by and between Optony, Inc. (“Optony”) and CPA, under
which Optony will provide technical support for Participant as it engages in efforts to develop,
draft, review, and/or implement Participant’s fleet electrification measures;
WHEREAS, CPA intends to make Optony or a successor consultant (“Contractor”) available to
Participant and other CPA member agencies to support Participant as it engages in its own effort
to develop, draft, review, and/or implement Participant’s fleet electrification measures;
WHEREAS, Participant desires technical support from Contractor as Participant develops, drafts,
reviews, and/or implements fleet electrification measures; and
WHEREAS, Participant may seek financial support provided by CPA to offset the cost of
implementing fleet electrification measures as agreed upon by the Parties.
NOW, THEREFORE, in consideration of the mutual promises and agreements herein contained,
it is mutually understood and agreed by and between the Parties as follows:
AGREEMENT
1.Term. This Agreement begins on the Effective Date and ends on June 30, 2029 (“Term”).
2.Termination. Any Party may terminate this Agreement for convenience and without
liability to the other Party upon giving the other Party thirty (30) days prior written notice.
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3. CPA Obligations. CPA agrees to perform the services and provide financial
reimbursement to Participant, as detailed in Exhibit A, Electric Fleet Transition –
Program Terms and Conditions, attached hereto.
4. Participant Obligations. Participant agrees to the obligations detailed in Exhibit A
attached hereto.
5. NO LIABILITY; NO REPRESENTATION OR WARRANTY; INDEMNITY.
a. CPA DOES NOT MAKE, AND HEREBY DISCLAIMS, ANY AND ALL OTHER
EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED
TO FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT AND
TITLE, AND ANY WARRANTIES ARISING FROM A COURSE OF DEALING,
USAGE, OR TRADE PRACTICE WITH RESPECT TO (1) SERVICES
PROVIDED BY CONTRACTOR TO PARTICIPANT AND (2) ANY FLEET
ELECTRIFICATION MEASURES IMPLEMENTED BY PARTICIPANT.
b. INDEMNIFICATION. EACH PARTY SHALL INDEMNIFY AND HOLD
HARMLESS TO THE FULLEST EXTENT PERMITTED BY LAW THE OTHER
PARTY AND ITS ELECTED OFFICIALS, OFFICERS, EMPLOYEES,
MEMBERS, VOLUNTEERS, AGENTS, AND REPRESENTATIVES FROM
AND AGAINST ANY AND ALL DAMAGES, LIABILITIES, COSTS,
EXPENSES, CLAIMS, AND/OR JUDGMENTS, INCLUDING, WITHOUT
LIMITATION, REASONABLE ATTORNEYS’ FEES AND DISBURSEMENTS
THAT MAY DIRECTLY OR INDIRECTLY ARISE AND/OR RESULT FROM
THE INDEMNIFYING PARTY’S GROSS NEGLIGENCE OR WILLFUL
MISCONDUCT. THIS INDEMNIFICATION SHALL BE ONLY IN
PROPORTION TO AND TO THE EXTENT THAT SUCH CLAIMS,
JUDGMENTS, CAUSES OF ACTION, DAMAGES, PENALTIES, COSTS,
LIABILITIES, AND EXPENSES, INCLUDING ATTORNEYS’ FEES AND
COSTS INCURRED IN THE DEFENSE OF ANY SUCH CLAIM OR ANY
ACTION OR PROCEEDING BROUGHT THEREON ARISE FROM THE
NEGLIGENT OR INTENTIONAL ACTS OR OMISSIONS OF INDEMNIFYING
PARTY, AND ITS OFFICERS, EMPLOYEES, INVITEES, OR AGENTS.
NOTWITHSTANDING THE FOREGOING, CPA SHALL BE UNDER NO
OBLIGATION WHATSOEVER TO INDEMNIFY PARTICIPANT OR HOLD
PARTICIPANT HARMLESS, INCLUDING BUT NOT LIMITED TO
ATTORNEY’S FEES, COSTS, OR DISBURSEMENTS AS A RESULT OF
PARTICIPANT’S CONSIDERATION, DEVELOPMENT, REVIEW,
DRAFTING, ADOPTION, AND/OR IMPLEMENTATION OF PARTICIPANT’S
FLEET ELECTRIFICATION MEASURES.
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c. LIMITATION OF LIABILITY. CPA SHALL NOT BE LIABLE TO
PARTICIPANT FOR ANY CONSEQUENTIAL, INDIRECT, PUNITIVE, LOST
PROFIT, LOST OPPORTUNITY, OR EXEMPLARY DAMAGES FOR ANY
CLAIM, WRIT, PETITION, OR CAUSE OF ACTION RELATED TO THIS
AGREEMENT, INCLUDING BUT NOT LIMITED TO PARTICIPANT’S
DEVELOPMENT, DRAFTING, REVIEW, ADOPTION, AND/OR
IMPLEMENTATION OF PARTICIPANT’S FLEET ELECTRIFICATION
MEASURES, ANY SERVICES PROVIDED BY CONTRACTOR, AND/OR ANY
OTHER CLAIM, WRIT, PETITION, OR CAUSE OF ACTION RELATED TO
THIS AGREEMENT WHETHER ARISING FROM BREACH OF CONTRACT,
WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY),
STATUTE, OR OTHERWISE.
6. Insurance.
a. The Parties agree to provide and maintain throughout the Term of this Agreement,
at their own expense, a program of insurance, or self-insurance, covering the
activities and operations of their respective officers, agents and employees, and
contractors for the Term of this Agreement. This insurance shall include general
liability insurance with coverage limits of $2,000,000 per occurrence and
$2,000,000 aggregate (unless the aggregate is on a per-policy basis, in which case
the aggregate shall be a minimum of $4,000,000). This insurance shall be endorsed
to include the following: (i) CPA, its Board, Officers, Officials, Employees, Agents,
Servants, and Volunteers are covered as additional insureds on Participant’s
commercial general liability policy, and Participant’s Board, Officers, Officials,
Employees, Agents, Servants, and Volunteers are covered as additional insureds on
CPA’s commercial general liability policy; and (ii) a written notice to be mailed to
the other Party 30 days prior to the effective date of a cancellation or non-renewal
of such insurance.
b. Participant agrees to maintain throughout the Term of this Agreement, at their own
expense, an automobile liability policy covering any auto (including owned, hired,
and non-owned autos) with limits no less than $1,000,000 per occurrence for bodily
injury and property damage.
c. The Parties agree to maintain throughout the Term of this Agreement, at their own
expense, a workers’ compensation policy as required by the State of California,
with Statutory Limits and Employer’s Liability Insurance of no less than
$1,000,000 per occurrence for bodily injury or disease.
d. Upon request, either Party shall provide the other evidence of such coverage
naming the other Party as an additional insured including an additional insured
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endorsement issued by the insurance company or program of self-insurance.
e. CPA may waive or change any of the requirements in this Section 6, upon mutual
agreement with the Participant.
f. Nothing herein waives or reduces a Party’s indemnification obligations pursuant to
Section 5.
7. Publicity. Participant acknowledges and agrees that implementation of the Program may
be publicized and included in marketing materials by CPA and Contractor. Each Party shall
make best efforts to display or utilize the words “Clean Power Alliance” and “City of
Arcadia” in all marketing materials, including flyers, press releases, posters, brochures,
public service announcements, interviews, and newspaper articles (to the extent possible);
provided, that CPA may omit “City of Arcadia” from CPA marketing materials when
publicizing the Electric Fleet Transition offering generally and not specifically with respect
to (a) this Agreement or (b) Participant’s participation in the Program. Any publicity or
marketing materials, including those mentioned above, that include CPA or Participant
logos must be reviewed and approved by both Parties before issuance, subject to the
proviso in the preceding sentence. Each Party agrees to provide the other Party with
reasonable time for review before such issuance.
Participant shall include CPA’s logo and a statement acknowledging CPA funding of
electrification measures on any equipment, including vehicles, and project signage.
Statements shall be provided by CPA and placement of such statement shall be agreed to
by both Parties. Where CPA and Participant logos are used on any signage or
documentation arising from this partnership, the logos of each Party will be of equal size.
8. General Provisions.
a. Entire Agreement. This Agreement represents the full and complete understanding
between the Parties as to the subject matter of this Agreement and supersedes any
other agreement(s) and understanding(s), either oral or written, between the Parties
related to the subject matter of this Agreement.
b. Amendment. Any amendment to or modification of this Agreement will be effective
only if in writing and signed by each Party’s authorized representative. No verbal
agreement or implied covenant will be valid to amend or abridge this Agreement.
c. Governing Law and Venue. This Agreement is governed by the laws of the State of
California. Any lawsuit filed in relation to this Agreement must be filed with the
Superior Court for the County of Los Angeles, State of California.
d. Third Party Beneficiaries. There are no intended third-party beneficiaries of this
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Agreement.
e. Independent Parties. Each Party shall perform its responsibilities and activities
described herein separately and not as an officer, agent, employee, or volunteer of
the other Party hereto. Each Party shall be solely responsible for the acts and
omissions of its officers, agents, and employees. Nothing herein shall be considered
as creating a partnership or joint venture between the parties.
f. Headings. The headings in this Agreement are for convenience only, are not a part
of the Agreement, and in no way affect, limit, or amplify the terms or provisions of
this Agreement.
g. Severability / Partial Invalidity. If any term or provision of this Agreement, or its
application to a particular situation, is found by the court to be void, invalid, illegal,
or unenforceable, such term or provision shall remain in force and effect to the
extent allowed by such ruling. All other terms and provisions of this Agreement or
their application to specific situations shall remain in full force and effect. The
Parties agree to work in good faith to amend this Agreement to carry out its intent.
h. Survival. All provisions which by their nature must continue after the Agreement
expires or is terminated shall survive the Agreement and remain in full force and
effect, including but not limited to the indemnification requirement in Section 5.
i. Notices. All notices, requests, and approvals must be sent in writing to the persons
below, which will be considered effective on the date of personal delivery; or the
date confirmed by the reputable overnight delivery service; or on the fifth
calendar day after deposit in the United States Mail, postage prepaid; or the next
business day following submission by electronic mail:
To CPA:
Joanne O’Neill
Director, Customer Programs
801 S. Grand Ave., Suite 400
Los Angeles, CA 90017
joneill@cleanpoweralliance.org
With a copy, which shall not serve as notice as required or specified herein, to:
EnergizedCommunities@cleanpoweralliance.org
To Participant:
[Name]
[Title]
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[City of Arcadia]
[Contact Address]
[Email Address]
j. Electronic Signatures. This Agreement may be executed by electronic signature(s)
and transmitted either by facsimile or in a portable document format (“pdf”)
version by email and such electronic signature(s) shall be deemed as original for
purposes of this Agreement and shall have the same force and effect as a manually
executed original.
k. Execution in Counterparts. This Agreement may be executed in two or more
counterpart copies, each of which shall be deemed as an original and all of which,
when taken together, shall constitute one and the same instrument.
IN WITNESS WHEREOF, the parties have executed this Agreement on the latest date of execution
set forth below.
______________________________
Ted Bardacke
Chief Executive Officer
Clean Power Alliance of Southern California
Date:
______________________________
[Name]
[Title]
City of Arcadia
Date:
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Exhibit A
Electric Fleet Transition - Program Terms and Conditions
1. CPA Obligations
a. CPA will make commercially reasonable efforts to ensure the availability of
Contractor to provide the Technical Services (as defined below). CPA does not
guarantee (a) that Contractor will be able to perform all duties that Participant staff
would otherwise perform, or (b) that participation in the Program ensures
implementation of fleet electrification measures.
b. CPA will provide financial reimbursement to Participant in an amount (i) no greater
than $250,000 (two hundred fifty thousand dollars) and (ii) to be specified in the
Project Scope and Budget, as defined below.
c. CPA will monitor the technical support provided by Contractor and help coordinate
fleet electrification efforts with regional stakeholders.
2. Participant Obligations
a. Data, Point of Contact, and Access. Within twelve (12) months of Effective Date,
Participant agrees to provide requested data and a dedicated point of contact to CPA
and Contractor for coordination purposes throughout the Program. Participant
agrees to coordinate visits to its facilities with CPA and Contractor, as needed, to
collect information to prepare site designs and EV charging infrastructure
installation plans.
b. Scope and Budget. Participant shall commit to a project scope and budget (“Project
Scope and Budget”) that plans to acquire EVs into the agency’s fleet, construct
charging infrastructure, and/or install EV charging ports, within three years from
the initial project launch meeting with CPA and Contractor, substantially in the form
of Exhibit B, Form of Project Scope and Budget, attached to the Agreement.
Participant acknowledges and agrees that it shall not be eligible to receive Technical
Services or Project Funding (as such terms are defined below) until CPA and
Participant mutually agree upon the Project Scope and Budget.
c. Technical Services. Within twelve (12) months of Effective Date, Participant shall
specify which of the following services (“Technical Services”) will be requested
from the Contractor in the Project Scope and Budget:
i. Fleet replacement plan.
ii. Energy needs assessment.
iii. Charging infrastructure plan for one or more locations.
iv. Permit-ready site designs.
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v. Managed charging assessment to analyze optimized and non -optimized
EV charging costs.
vi. Funding package overview to identify rebate and funding opportunities
appropriate for the project, including a summary of the CPA funds
available to implement the project recommendations (“Funding Memo”).
d. Project Funding. Participant shall specify expected use of funding for project
implementation (“Project Funding”) and make that request from CPA in the
Project Scope and Budget.
i. The following expenses are eligible for Project Funding from CPA:
1. Electric vehicles purchase (funding will cover the cost difference
between a fossil fuel vehicle and its comparable electric
alternative, which shall be an amount to be determined by CPA in
consultation with Contractor).
2. EV charging equipment, including warranties, service contracts,
and/or subscription fees.
3. Installation costs for EV infrastructure.
4. Managed Charging (as defined below) services and equipment.
5. Construction costs for charging infrastructure.
6. Additional expenses to be determined and approved by CPA in its
sole discretion.
ii. Participant acknowledges and agrees that any costs for construction and
installation of charging infrastructure that are not agreed upon under the
Project Scope and Budget shall be borne by Participant.
iii. Warranties and operations support for equipment and any energy
management systems will be the responsibility of the Participant to
arrange for with the specific vendors of those systems.
iv. If Participant elects to receive Project Funding for the purchase of fleet
vehicles or EV charging equipment to meet its fleet electrification
objectives, it must meet the following requirements:
1. Participants that elect to receive funding for the purchase of EVs or
EV charging equipment will be required to enroll in a managed
charging service (“Managed Charging”) for at least three years [or
otherwise acknowledge the agency’s fleet will avoid charging
vehicles during peak periods where feasible]. The following
options are available to satisfy Participant’s obligation to enroll in
Managed Charging:
a. Enrollment in a managed charging program offered by CPA.
b. Enrollment in managed charging services to be provided by
Contractor.
c. Enrollment in a managed charging program offered by a
third party, subject to CPA’s prior written approval.
d. Creation of a charging schedule and optimization plan,
subject to CPA’s prior written approval.
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2. Fleet vehicles purchased using funding provided under this
Agreement must be owned by Participant.
v. Participant is allowed to combine Project Funding from CPA with funding
from other organizations and sources, including, but not limited to,
investor-owned utilities, South Coast Air Quality Management District,
rebates, and state and federal grants. Participant shall inform CPA if grants
and other funding related to the project scope are received. Participant
agrees and acknowledges that in no event shall the combined funding from
CPA and third parties exceed 100% of total project costs, as specified in
the Funding Memo. Should such situation arise, the Parties will review the
Project Scope and Budget to consider amendments and/or a reduction in
Project Funding.
vi. Reimbursement. Participant shall submit appropriate documentation to
request reimbursement for measures as specified in the agreed upon Project
Scope and Budget substantially in the form of Exhibit C, Form of
Reimbursement Request, attached to the Agreement.
e. Intellectual Property. Participant agrees and acknowledges that all tools, templates,
and other resources generated by the Contractor during the implementation of the
Program will be the intellectual property of CPA.
f. CPA Customer. As of the Effective Date, Participant represents and warrants that
Participant is a CPA public agency customer and acknowledges and agrees that
Participant is required to continue to be a CPA public agency customer in order to
be eligible to receive services and financial reimbursement under this Agreement.
g. Notice to Proceed. Participant shall provide to CPA a written notice to proceed
(“Notice to Proceed”) to commence charging infrastructure plans and site design
services prior to Contractor commencing work on the Technical Services
specified in Section 2.c.i ii and 2.c.iv. The Notice to Proceed shall indicate that the
Participant intends to move forward with constructing charging infrastructure.
h. Fleet Composition, Facilities Information, and Energy Data. Participant agrees to
share information with CPA and Contractor regarding fleet composition and
usage, including asset inventories, fueling records, duty cycles, mileage readings,
etc., as available, facilities information such as-builts or architectural designs,
panel schedules, single-line diagrams, as available, and historical energy data for
facilities that may install charging.
i. Ongoing Data: Participant agrees to provide CPA access to EV charging data
through the charging operator’s online portal or other system to be determined,
and share EV charging data with CPA during the Term of this Agreement.
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Exhibit B
Form of Project Scope and Budget
Following the terms provided in the Participation Agreement, the specific Project Scope and
Budget for Participant will be submitted to CPA substantially in the form illustrated below.
Table: Project Scope and Budget
Contractor Services
Provided
Services
Selected by
Participant
Budget for Small
Fleet Services (less
than 100 vehicles)1
Budget for Medium
Fleet Services
(100-300 vehicles)
Fleet Replacement Plan [$6,000] [$10,000]
Energy Needs Assessment [$6,000] [$10,000]
Charging Infrastructure
Plan (for selected facilities
listed here)
[$8,000] [$15,000]
Site-visit [$5,000] [$5,000]
Permit-ready site designs
(per site)
[$14,500] [$24,000]
Funding package overview [$5,000] [$5,000]
Managed Charging
(Charging Schedule and
Optimization Plan)
[$12,000] [$12,000]
Subtotal for Technical
Services
Summarize how Participant
intends to use Project
Funding to implement
recommendations
(refer to eligible expenses
in Exhibit A).
Subtotal for Project
Funding
Indicate if Participant elects
to receive Project Funding
only for electric vehicle
and/or equipment purchase
1 Preset costs for services are provided. Participants may not necessarily select all services.
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and not for Technical
Services. Summarize how
the funds will be used here.
Participant will follow
requirements in
Exhibits A and C
Total Budget Requested
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Exhibit C
Form of Reimbursement Request
Participant will submit a W-9, and any invoices, receipts, or other appropriate documentation to
show paid expenditure of funds, along with the reimbursement request for measures, as specified
in the agreed upon Project Scope and Budget. A reimbursement request with the information noted
in the table below will be submitted to CPA for approval. CPA will notify the Participant of
approval and forthcoming repayment.
Reimbursement Request Form
Fleet Electrification
Measure
Reimbursement
Amount
Requested
Documentation
Provided
(Invoice,
Purchase
Receipt, etc.)
Total Project
Funding
Budget
Assigned*
Remaining
Budget
Electric vehicle
purchase
EV charging
equipment, including
warranties, service
contracts, and/or
subscription fees
Installation costs for
EV infrastructure
Managed Charging
(energy management)
subscription and/or
equipment costs
Construction costs for
charging
infrastructure
Additional expenses
to be determined and
approved by CPA
Total Amounts
*Project Funding budget refers to the budget amount remaining following the completion of
Technical Services, as outlined in Exhibit A and Exhibit B.
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