HomeMy WebLinkAbout25F - AGMT - LED STREET LIGHTSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 24, 2011
TITLE
AGREEMENTS WITH REPUBLIC ITS,
INC. TO PROVIDE AND INSTALL LED
STREET LIGHTS AND SOUTHERN
CALIFORNIA EDISON TO PROVIDE
NO-COST FUNDING FOR LED STREET
LIGHTS
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
? As Recommended
? As Amended
? Ordinance on 1" Reading
? Ordinance on 2nd Reading
? Implementing Resolution
? Set Public Hearing For_
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute the attached agreements with:
• Republic ITS, Inc. to provide and install 253 LED streetlights for an amount not to exceed
$162,000 (Exhibit 1).
Southern California Edison to provide no-cost funding through On-Bill Financing for the LED
streetlights, subject to nonsubstantive changes approved by the City Manager and City
Attorney (Exhibit 2).
DISCUSSION
The City owns 1,777 street lights that are operated and maintained by the Public Works Agency.
Conventional high-pressure sodium lamps are used in a majority of the street lights.
In an effort to reduce energy costs, staff has installed 25 energy efficient LED street lights in two
pilot programs on arterial streets in the city. The pilots have been successful in producing an
average energy savings of 66 percent.
As a result of the findings identified in the pilot projects, staff developed a project to replace 253
City-owned street lights on Main Street and Edinger Avenue with energy-efficient LED street
lights. Staff investigated funding sources and submitted an application to have this project funded
through Southern California Edison's (SCE) new On-Bill Financing program. The On-Bill
Financing program issues zero percent financing for approved energy reduction projects. The
costs are repaid from energy savings over a period of ten years.
25F-1
Agreements to Provide, Install
and Fund LED Street Lights
AUGUST 24, 2011
Page 2
The original project estimate of $188,964 was approved by SCE for the program with SCE energy
efficiency incentives of $16,844 with the remainder of $172,120 to be funded through the On Bill
Financing program. SCE has provided a summary of the Project/Loan Terms and Calculations for
each portion of the project (exhibits 3-16). These calculations are based on the original project
estimates.
However, the successful proposal came in significantly lower at $161,920. Based on this lower
project cost, SCE energy efficiency incentives will equal $14,388. The remainder of $147,532 will
be financed through the On Bill Financing program. Based on SCE's and staff's cost calculations,
no City funds will be needed to complete the project.
On May 3, 2011 Requests for Proposals were mailed to 12 streetlight suppliers and contractors.
12 Requests for Proposals mailed
0 Requests for Proposals mailed to Santa Ana vendors
4 Proposals received
0 Proposals received from Santa Ana vendors
Twelve proposals were issued and four were received. As LED streetlights are a specialized
industry, there are no qualified firms in Santa Ana producing LED streetlights. Two of the four
proposals received met the eligibility criteria for the On-Bill Financing. Two fixtures from each of
the two successful proposers were installed on City light poles and tested by City staff. Leotek
GreenCobra fixtures (proposed by Republic ITS Inc., the top-rated proposer) produced an
average energy savings of 55 percent over the existing lights. They also provide more visible light
than conventional street lights. These lights are expected to have a useful life of over 15 years.
Replacement of the existing high-pressure sodium lamps with energy efficient LED street lights will
reduce the City's estimated annual energy consumption by 179,851 kWh and energy costs by
approximately $14,747.79 at the current energy rate.
ENVIRONMENTAL IMPACT
Installation of the LED street lights will reduce the City's carbon footprint by 124 metric tons of
C02, which is the equivalent of removing 24.3 passenger vehicles from the road.
25F-2
Agreements to
Provide, Install and Fund
LED Street Lights
AUGUST 24, 2011
Page 3
FISCAL IMPACT
This project is 100 percent funded through Southern California Edison's On-Bill Financing
program. There is no fiscal impact expected with the execution of the agreements.
4
/lil/0
RauFGodinez II
Executive Director/
Public Works Agency
RG/KW
Exhibits: 1. Agreement with Republic ITS, Inc.
2. OBF Agreement with SCE
3-16. Project/Loan terms and Calculations
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AGREEMENT FOR
PROVISION OF SERVICES
THIS AGREEMENT, made and entered into this 15 1h day of August, 2011 by Republic Intelligent
Transportation Systems, Inc., a California corporation (hereinafter "Contractor"), and the City of Santa
Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of
the State of California (hereinafter "City").
RECITALS
A. The City desires to retain a Contractor having special skill and knowledge in the field of energy
efficient LED street lights.
B. Proposer represents that Contractor is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable
in its field and that any services performed by Contractor under this Agreement will be performed
in compliance with such standards as may reasonably be expected from a professional consulting
firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
SCOPE OF SERVICES
Contractor shall remove and dispose of the existing street light fixtures and acquire, install and
performance test new LED energy efficient fixtures on the existing street light poles in the City of Santa
Ana shown on Exhibit A, attached hereto and incorporated by this reference (hereinafter "Project"). Said
Project will be completed in accordance with the terms, conditions and specifications, as set forth in
Exhibit B, attached hereto and incorporated by this reference.
2. COMPENSATION
a. The City agrees to pay, and Contractor agrees to accept as total payment for its services, a
fixed price of $640.00 per replaced fixture. The total sum to be expended under this Agreement shall not
exceed $162,000.00 during the term of this Agreement.
b. The Project is funded through the Energy Management Solutions Agreement between City
and Southern California Edison (SCE). Payment to Contractor shall be made after completion and City
acceptance of the Project. Contractor shall submit a detailed report of work performed and materials used
in the Project. Within thirty (30) days after receipt of such report, and receipt of payment by SCE, City
shall pay Contractor, subject to City accounting procedures. Payment need not be made for work which
fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by
City.
3. TERM
This Agreement shall commence on the date first written above and terminate on June 30, 2012, unless
terminated earlier in accordance with Section 13, below. However, contractor shall perform all work
items required by this Agreement within the schedule approved by the Executive Director of Public
Works.
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4. OWNERSHIP OF REPORTS AND DOCUMENTS
The originals of all maps, drawings, plans, graphs, letters, documents, reports and other products and data
produced under this Agreement shall be delivered to, and become the property of City. Copies may be
made for Contractor's records but shall not be furnished to others without written authorization from City.
Such deliverables shall be deemed works made for hire and all rights in copyright therein shall be retained
by City.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor
and not an employee of the City. This Agreement is not intended nor shall it be construed to create an
employer-employee relationship or a joint venture relationship; however, the services to be provided by
Contractor shall be provided in a manner consistent with all applicable standards and regulations
governing such services. Contractor shall pay all salaries and wages, employer's Social Security taxes,
unemployment insurance and similar taxes relating to employees and shall be responsible for all
applicable withholding taxes.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, contractor shall maintain and shall
require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Contractor shall maintain commercial general
liability insurance which shall include, but not be limited to protection against claims arising from bodily
and personal injury, including death resulting there from and damage to property, resulting from any act
or occurrence arising out of Contractor's operations in the performance of this Agreement, including,
without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following:
single limit coverage applying to bodily and personal injury, including death resulting there from, and
property damage, in the total amount of $1,000,000 per occurrence. Such insurance shall (a) name the
City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be
primary and not contributory with respect to insurance or self-insurance programs maintained by the City;
and (c) contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single limit of
not less than One Million Dollars ($1,000,000.00) per occurrence. Such insurance shall include coverage
for owned, hired and non-owned automobiles.
c. Workers Compensation Insurance. In accordance with the provisions of Section 3300 of the
Labor Code, Contractor, if Contractor has any employees, is required to be insured against liability for
Workers Compensation or to undertake self-insurance. Prior to commencing the performance of the work
under this Agreement, Contractor agrees to obtain and maintain any employer's liability insurance with
limits not less than One Million Dollars ($1,000,000.00) per accident.
d. If Contractor is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of not less than One
Million Dollars ($1,000,000.00) per claim.
e. The following requirements apply to the insurance to be provided by Contractor pursuant to
this section:
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25F-6
(i) Contractor shall maintain all insurance required above in full force and effect for the
entire period covered by this Agreement.
(ii) Certificates of Insurance shall be furnished to the City upon execution of this
Agreement and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be cancelled or reduced
in coverage or changed in any other material aspect without thirty (30) days prior
written notice to the City.
f. If Contractor fails or refuses to produce or maintain the insurance required by this section or
fails or refuses to furnish the City with required proof that insurance has been procured and is in force and
paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such
termination shall not affect Contractor's right to be paid for its time and materials expanded prior to
notification of termination. Contractor waives the right to receive compensation and agrees to indemnify
the City for any work performed prior to approval of insurance by the City.
7. INDEMNIFICATION
Contractor agrees to and shall indemnify and hold harmless the City, its officers, agents, employees,
Contractors, special counsel, and representatives from liability: 1) for personal injury, damages, just
compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including
death, and claims for property damage, which may arise from the direct or indirect operations of the
Contractor or its subcontractors, agents, employees, or other persons acting on their behalf which relates
to the services described in Section 1 of this Agreement: and 2) from any claim that personal injury,
damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or
effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims
for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been
suffered, by reason of the events referred to in this section or by reason of the terms of, or effects, arising
from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all cost for the
defense of the City, including fees and costs for special counsel to be selected by the City, regarding any
action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights
arises by reason of the terms of, effects arising from this Agreement. City may make all reasonable
decisions with respect to its representative in any legal proceeding.
8. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise the
same degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. "Confidential information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of nonuse and
nondisclosure shall not apply to any information that 1) has been disclosed in publicly available sources;
2) is, through no fault of the Contractor, disclosed in a publicly available source; 3) is in rightful
possession of the Contractor without an obligation of confidentially; 4) is required to be disclosed by
operation of law; or 5) is independently developed by the Contractor without reference to information
disclosed by the City.
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9. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or indirect,
which would conflict in any manner with performance if services specified under this Agreement.
10. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in
writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified
mail, postage prepaid, or sent by facsimile or other telegraphic communication in the manner provided in
this section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
P.O. Box 1988 M-30
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
P.O. Box 1988 M-21
Santa Ana, CA 92702
Fax: 714-647-5069
and: City Attorney
City of Santa Ana
P.O. Box 1988 M-29
Santa Ana, CA 92702
Fax: 714- 647-6515
To Contractor:
Republic ITS, Inc.
James A. Wagner
1266 N. La Loma Circle
Anaheim, CA 92806
Fax: 714-630-2828
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by
telefacsimile, communication shall be effective or deemed to have been given twenty-four (24) hours
after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed
as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City
holidays shall be excluded.
11. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Contractor, and
supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict
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25F-8
between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall
prevail. This Agreement may not be modified except by written instrument signed by the City and by an
authorized representative of Contractor. The parties agree that any terms or conditions of any purchase
order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof,
shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by any party,
or anyone acting on behalf of any party, which is not embodied herein.
12. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may
not assign, transfer, delegate, or subcontract any interest herein without prior written consent of the City,
and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall
be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to
have any of the services which are the subject to this Agreement performed by the City personnel or by
other Contractor retained by City.
13. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In
such event, Contractor shall be entitled to receive, and the City shall pay Contractor compensation for all
services performed by Contractor prior to receipt of such notice of termination, subject to the following
conditions:
a. As a condition of such payment, the Executive Director may require Contractor to deliver to the
City all work product completed as of such date, and in such case such work product shall be
property of the City unless prohibited by law, and Contractor consents to the City's use thereof
for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in
the Recitals of this Agreement.
14. DISCRIMINATION
Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the
recruitment, selection, training, utilization, promotion, termination or other employment related activities.
Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal,
State and local laws and regulations.
15. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation,
performance, and enforcement of any of the clauses of this Agreement shall be determined and governed
by the laws of the State of California. Both parties further agree that Orange County, California, shall be
the venue for any action or proceeding that may be brought or arise out of, in connection with or by
reason of this Agreement.
25F-9
16. PROFESSIONAL LICENSES
Contractor shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals,
waivers, and exemptions necessary for the provision of services hereunder and required by the laws and
regulations of the United Sates, the State of California, the City of Santa Ana and all other governmental
agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain
such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of
this Agreement.
17. RESPONSIBILITY FOR DAMAGES
The Contractor shall be responsible for all damages to persons and/or property that occur as a result of the
fault or negligence of said Contractor or its subcontractors, agents, employees, or other persons
acting on their behalf in connection with the performance of this Agreement.
18. FAILURE TO PERFORM SATISFACTORILY
a. Contractor acknowledges and agrees that if the Contractor fails to perform the work as specified
herein, the Director, 1) will pay only for the amount of service received as determined by the Director
with an appropriate downward adjustment in contract price, or 2) may have such required work done by
City forces or otherwise, and charge the cost thereof to the Contractor.
Such adjustments will be the estimated cost for performance by City forces plus City overhead and will
include overtime pay as required to complete work.
b. If Contractor performs the work in such a manner that the amount of payment withheld due to
substandard performance, nonperformance and/or forfeiture for non-completion per schedule totals five
percent (5%) of the total contract price, the City shall notify the Contractor of such noncompliance. If the
Contractor continues to perform the work in such a manner that the amount of payment withheld due to
substandard performance, nonperformance and/or forfeiture for non-completion per schedule totals ten
percent (10%) of the total contract price, this Agreement may be terminated at the City's option. In the
event of termination for unsatisfactory performance, the original Contractor shall reimburse the City for
damage accrued due to changing contractors.
19. SAFETY REQUIREMENTS
All work performed under this contract shall be performed in such a manner as to provide required
maximum safety to the public and where applicable, comply with all safety standards required by CAL-
OSHA. The Director reserves the right to issue restraint or cease and desist orders to the Contractor when
unsafe or harmful acts are observed or reported relative to the performance of the work under this
contract.
20. HAZARDOUS CONDITIONS
The Contractor shall maintain all work sites free of hazards to persons and/or property resulting from its
operations. Any hazardous condition noted by the Contractor, which is not a result of its operations, shall
be immediately reported to the Public Works Agency.
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25F-10
21. UTILITIES
Contractor shall immediately report any damage to utility lines that occurs shall immediately
report to the utility company that is involved. The cost of repair, if required, will be at the
Contractor's expense. If damage occurs to any adjacent shrubs or trees that are to remain on the
site, immediate treatment or necessary replacements of the same shall be at the Contractor's
expense.
22. ACCESS TO PRIVATE PROPERTY
Prior to the commencement of any work that will restrict access to private property the Contractor shall
notify each affected property owner or responsible person, informing him or her of the nature of and the
approximate duration of the restriction.
23. PROTECTION AND RESTORATION OF EXISTING IMPROVEMENTS
The Contractor shall be responsible for the protection of all improvements adjacent to the work, such as
sprinkler systems, drain pipes, lawns, brick work, plantings, masonry work, fences, wall, sidewalks, street
paving, etc., located on either public or private property. If any improvements are damaged they shall be
replaced in kind at the Contractor's expense.
24. TRAFFIC CONTROL
The Contractor shall conduct all work in a manner that will insure continuous traffic flow on the street at
all times. In situations where it is necessary to restrict traffic flow per WATCH, the Contractor will
contact the Director for approval.
25. MISCELLANEOUS TRAFFIC DEVICES
Contractor shall provide all traffic control and miscellaneous traffic devices as may be required for
routine and/or extraordinary maintenance perform pursuant to this Agreement.
Signs used for handling traffic during the course of this contract shall be in accordance with the WATCH
published by Building News, Inc., and made a part of these special provisions. The method in which
signs, barriers and other miscellaneous traffic devices are used during construction and/or repair shall be
in accordance with the publication mentioned. A copy of said publication is on file in the Santa Ana
Public Works Agency - Administration Division.
All signs shall be illuminated or reflectorized when they are used during hours of darkness. All cones,
pylons, barricades, or posts used in the diversion of traffic shall be provided with flashers, or other
satisfactory illumination if in place during hours of darkness.
26. WORK BY CITY FORCES BECAUSE OF NONCONFORMANCE TO CONTRACT
Should the Contractor fail to correct deficiencies or public nuisances that have been created because of its
operation, then such deficiency or public nuisance will be considered to be of an emergency nature and cause
the City to make corrective work. Such work will be done on a force account basis with an additional callout
charge of Two Hundred Dollars ($200.00) for each callout.
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25F-11
27. APPRENTICESHIP STANDARDS
Where required under law, Contractor shall assume full responsibility for compliance with apprenticeship
standards as established by Section 1777.5 of the California State Labor Code.
28. SUBCONTRACTORS
The successful proposer shall not, without the written consent of the City:
a. Substitute any person or firm as subcontractor in place of the subcontractor designated in the
original proposal.
b. Permit any subcontract to be assigned or transferred or allow it to be performed by anyone
other than the original subcontractor listed in the proposal.
c. Subcontract any portion of the work after bid is submitted if the cost thereof exceeds one-half
(1 /2) of one (I) percent of the total proposal and a subcontractor was not designated for the work in the
original proposal.
29. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and
right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City
fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that
such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the
body of this agreement.
///
///
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council
APPROVED AS TO FORM:
JOSEPH STRAKA
Interim City Attorney
By:
Laura Sheedy
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
RAUL GODINEZ, II
Executive Director,
Public Works Agency
CITY OF SANTA ANA
PAUL M. WALTERS
Interim City Manager
REPUBLIC INTELLIGENT
TRANSPORTATION SYSTEMS, INC.
JAMES A. WAGNER
Vice President
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25F-13
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EXHIBIT B
SCOPE OF SERVICES
1. SCOPE OF WORK
The Request for Proposals calls for removal and disposal of existing luminaries; furnishing and installing
new LED street lights and all testing, including photometric, to prove that furnished luminaries perform
as specified.
The Contractor shall provide at its own risk and cost all labor, materials, tools, equipment, and traffic
control per the Work Area Traffic Control Handbook ("WATCH"), transportation, hauling, dumping, and
recycling of removed material as part of this project. The City reserves the right to salvage existing
luminaries. All salvaged luminaries shall be delivered to the City Corporate Yard at no cost to the City.
II. FUNCTIONS AND RESPONSIBILITIES
A. DIRECTOR
The Director shall have the authority to accept/reject materials, workmanship and to make minor
changes in work or schedule. When the performance of the work or completion per schedule is
determined to be substandard, Director may 1) recommend that all or a portion of payment be
withheld, and/or forfeiture for delay be assessed; 2) direct the work be accomplished by a separate
contractor, in order to complete the necessary work as close to schedule as possible and withhold the
resulting costs. Payment to be withheld shall be deducted from the next monthly payment due to the
Contractor, or if the amount is insufficient to cover payment, the Contractor shall be liable and will be
billed accordingly.
The Director or his authorized representative shall decide all questions, which may arise as to the
manner of performance and completion per schedule, acceptable fulfillment of the contract by the
Proposer, interpretation of the specifications, and compensation to include completion of work by
alternate sources.
B. CONTRACTOR
1. Local Office
Contractor shall maintain a local office with a competent representative who can be reached
during normal working hours and authorized to discuss matters pertaining to this contract with the
Director. Contractor will not be allowed to store equipment or materials at any contracted area.
2. Submittals
Contractor shall submit to the Director at the beginning of work, 1) a detailed job
schedule, 2) names and titles of all persons working on the project, and 3) materials to be
used on the project for approval. All submittals shall be periodically updated as
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necessary. The Director shall be immediately notified of any deviation from schedule or
material usage.
3. Identification
All vehicles and equipment on the project site shall be properly marked with company
identification.
4. Licenses and Permits
Contractor shall, for the entire term of this Agreement, possess all licenses and permits
required for the performance of the work required by this Agreement, including but not
limited to State License C-27, a City of Santa Ana Business License, and a C-10
Electrical License.
5. Work Force
a. Contractor shall ensure that all work under this agreement is supervised by personnel
who are technically qualified and possess the management skills required to
implement modern methods and newly developed procedures.
b. Contractor shall ensure that all work under this agreement is performed by fully
qualified, experienced personnel, directly employed by Contractor or its listed
subcontractors. All subcontractors that will perform work under this agreement shall
have been listed on Contractor's proposal. No other subcontractors shall be permitted
without prior written consent by the Director.
c. Contractor shall be responsible for skills, methods, appearance and action of
Contractor's employees and its subcontractors and for all work done. The
Contractor's employees shall be United States citizens and/or legal residents.
d. Contractor shall perform the work provided for in this Agreement under the direction
of the Director. The Director may make inspections at any time and may request that
the Contractor perform additional work or services to bring Contractor's performance
to the level required by this agreement.
6. Material
Contractor shall submit to the Director a list of all materials that it proposes to use in the
execution of this work. Said list shall be submitted before use of any product, pursuant to
the provisions of this agreement. All materials used or submitted shall be in full
compliance with all federal, State, County and local agency laws guidelines and
requirements.
11
25F-18
7. Recycling
All waste (including construction and demolition materials) resulting from work
performed under this contract shall be recycled. The Contractor will be responsible for
the disposal of all nonrecyclable waste in accordance with all applicable local, State and
federal laws and regulations. A recycling and disposal plan must be submitted for
approval prior to start of work.
8. General Maintenance and Clean-Up
All trash and debris shall be removed from all worksites at the end of each day. The
Contractor shall keep sidewalks and all paved areas in parkway swept and cleaned of any
debris, dirt, or soil.
9. Emergency Service
The Contractor shall be able to receive and respond to the City's call for emergency
service twenty-four (24) hours per day, seven (7) days per week. Response time shall be
immediate but not more than two (2) hours to remove or eliminate a public safety hazard.
Contractor shall provide the City with a local telephone number where Contractor can be
contacted twenty-four (24) hours per day, seven (7) days per week.
PART III. SPECIAL PROVISIONS
Contractor shall remove and dispose of the existing street light luminaries attached to the 253
street light poles marked on Exhibit A, attached hereto. Then Contractor shall replace those
luminaries with 253 Leotek modet #GCl-80E-MV-NW-3-GY-350 LED street light luminaries.
Said replacement luminaries shall be provided at Contractor's expense.
12
25F-19
25F-20
Southern California Edison
On-Bill Financing Agreement
s0U11I1un (A[I[OR\U
EDISON
Southern California Edison
Form# 14-791 6/2010
Agreements to Provide4V aril Jund Exhibit 2
LED Street Lights L7
On-Bill Financing Agreement
This On-Bill Financing Agreement to ("OBF Agreement") is entered into on 20
(the "Effective Date") by and between the undersigned customer ("Customer") and Southern California
Edison Company ("SCE") (each a "Party," collectively the "Parties").
Recitals
1. Customer and SCE entered into the Energy Management Solutions Incentives Application for
Business Customers on or about , 20_ and if applicable, the Customized Solutions
Agreement (individually or collectively referred to as "EMS Agreement"), which is/are attached
hereto and incorporated herein by reference
2. Customer owns, leases or rents the property listed in the EMS Agreement as the Site and
maintains a service account with SCE for electric service. Customer has completed installation of
certain energy efficient equipment ("Equipment") at the Site as set forth in the EMS Agreement
and has accepted the equipment as being operational and in good working order.
3. In Decision 09-09-047, the California Public Utilities Commission authorized SCE to provide zero
percent interest financing for the installation of certain energy efficient equipment, which is to be
repaid over a specified period through the Customer's electric utility bill ("On-Bill Financing").
4. Customer desires to enter into this OBF Agreement in order to participate in SCE's On-Bill
Financing program and Customer agrees to repay SCE the Amount Financed (as defined under
"Loan Terms", below) through the Customer's SCE utility bill pursuant to the terms and conditions
of this OBF Agreement. NOW, THEREFORE, in consideration of the mutual promises 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 payee 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" $ .00
Interest Rate: 0%
Fees: 0
Months to Pa :
Month) Payment: $
Service Account to be Billed:
Designated Third-PartPayee if an :
Address of Designated Third-Party Payee:
Southern California Edison
Form# 14-791 6/2010
25F-22
Promise to Pay: Customer promises to pay SCE the Amount Financed in equal monthly installments
as set forth in the section above (Customer's "Loan Obligation"). The first Monthly Payment of
Customer's Loan Obligation will appear within sixty (60) days from the Effective Date on Customer's
SCE utility bill for the Service Account listed above.
Manner of Payment: Customer's Monthly Payment amount will appear as a line item labeled "EE
OBF Installment Charge" on the monthly SCE utility bill for Customer's Service Account. Customer
may pay the Loan Obligation in the monthly installments or pre-pay the Loan Obligation in one
lump sum without penalty, but pre-payments for less than the remaining balance will not be
allowed. Customer's Loan Obligation will appear on Customer's monthly SCE utility bill 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 bill.
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 the Customer will be
considered to be delinquent and in default of both the energy bill and the Loan Obligation.
Late 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 9 which is incorporated herein by reference.
Returned Payments: SCE may require payment of a $10.00 Returned Check Charge for any check
returned from Customer's financial institution unpaid. The Returned Check Charge will also apply to
any forms of payment that are subsequently dishonored.
Discontinuance of Service: Amounts due under this OBF Agreement will be amounts deemed due
under each SCE utility bill to the Customer's Service Account, and a default under this OBF
Agreement will be treated as a default under the Customer's Service Account. Customer's Loan
Obligation is subject to the discontinuance provisions of SCE's Rule 11, Discontinuance and
Restoration of Service, Section B, Nonpayment of Bills or Summary Bills which is incorporated herein
by reference.
Breach and Acceleration: Any breach by Customer under the EMS Agreement or this OBF
Agreement shall constitute a breach under all of the above referenced agreements. For purposes
herein, SCE may determine the OBF Agreement to be breached and Customer to be in default if
Customer: (1) sells, assigns or otherwise transfers ownership, possession or title of the Site or the
Equipment, (2) fails to pay the Monthly Payment amount when due, (3) closes, discontinues or
otherwise causes the termination of the Service Account, or (4) otherwise breaches this OBF
Agreement and/or the EMS Agreement, and the breach is not cured as specified therein.
Notwithstanding anything to the contrary in the EMS Agreement, a breach and default as set forth in
this section shall not be subject 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 Customer's obligation to repay
the Amount Financed. Customer agrees to execute any and all documents in connection with the
Financing Statement in order for SCE 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.
Southern California Edison
Form# 14-791 6/2010
25F-23
Confession of Judgment: Customer irrevocably authorizes and empowers SCE and SCE's
attorneys, upon breach and default by Customer as described in the preceding section, to appear in
any state or federal court in Los Angeles County, California, as Customer's attorney-in-fact and
confess judgment against Customer by entry of a confession of judgment pursuant to Code of Civil
Procedure § 1132 et. seq., or by any other appropriate means, for the full amount due plus all costs of
collection, including without limitation 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 all 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 on the Loan
Obligation, payment arrangements may be made at SCE's sole discretion without modifying this OBF
Agreement in writing. Any written modification 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 continue into effect until the Loan
Obligation is paid in full.
Assignment: Notwithstanding anything to the contrary in the 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 same 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 this OBF
Agreement shall be construed as if such invalid, illegal or 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 on the parties. The Recitals set forth above are hereby
incorporated herein by reference.
[Remainder of page intentionally left blank]
Southern California Edison
Form# 14-791 6/2010
25F-24
IN WITNESS WHEREOF, the Parties have executed this OBF Agreement as of the Effective Date.
Customer:
Authorized Representative:
Title:
Signature:
Date:
Business Address:
Telephone No.
Fax No.
E-Mail Address:
Southern California Edison
Southern California Edison Company:
Authorized Representative:
Title:
Signature:
Date:
Business Address:
Telephone No.
Fax No.
E-Mail Address:
Form# 14-791 6/2010
25F-25
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
OBer Manager, Financial Solutions Elemenl
Customer Energy EI(rciency & Solar Division
Soulhern California Edison, an Edison International Company
Completion DatelTime: 2/16/112:32 PM
Universal Project Number:
Customer Number:
Service Account Number:
OBF Application Receipt Date
PSAP-10-004891
1-000-0071-30
3-001-3272-71
11/l/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. ROSS/ EDINGER LED
Address: 1504 1/2 S ROSS ST
City, CA Zip: SANTA ANA, CA 92707
r- —ESTIMATED LOAN TERMS"'
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL REVIEW
AND VERIFICATION OF THE PROJECT INSTALLATION REPORT
1_TC1 completed as of 2/16/11 due to recently collected and approved to
rate, therefore, this loan app will be not be Wait-Listed as per program
management.
PROJECT ECONOMIC SUMMARY EXPLANATION.:,
Total electncity charges divided by the amount of electricity purchased 1
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during ious 12 months _JI
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.I. Estimated Annual Kilowatt Hour Savings (kWh) 15.812.00 For Customize, from OBF Application, calculated b Customer
For Express Pending, SCE calculations based on by Maas solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1.296.58 Ann KWh savings x ave rate = $$ savings
B.3. Estimated Monthly Dollar($) Savings (B.2 / 12) $ 108.05 (Monthly $? savings ?_
C.) COSTS
C.1. Estimated Total Project Cost 13,230.00 From OBF Application
C.2. Estimated Total Rebate/Incentive 790.60 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 12,439.40 Maximum eligible loan amount
D.) LOAN
D.1. Net Amount for Potential Financing $ - 12,439.40 C.3
D.2. Monthly Loan Repayment Amount 108.05 6.3
D.3. Estimated loan term (Months) 115.1 Time required to repay an - months
DA. Estimated loan term (Years) 9.6 Time required to repay an -years
E.) LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E, 1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit? Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
E.4. Expected Useful Life IEUL)' Loan Length Limit Test
E.4.1. Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.S. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. - E.2.3. Y/N?
120 CIA=60 G&1=120
Y Is D.3 within limit Y/N?
EUL of measure with greatest kWh contribution
144
y Is D.3 within limit Y/N?
r r
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is
assigned by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 3
LED Street Lights 25F-26
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency 8 Solar Division
Southern California Edison, an Edison International Company
Completion DatelTime: 2116111 3:D4 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-76
OBF Application Receipt Date: 11/112010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. SHELTON / EDINGER LED
Address: 1501 1/2 S SHELTON ST
City, CA Zip: SANTA ANA, CA 92707
I -ESTIMATED LOAN TERMS-
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16111 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management
PROJECT ECONOMIC SUMMARY EXPLANATION^, .
Total electricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.A. Estimated Annual Kilowatt Hour Savings (kWh) 20,805.00 For Customize, from OBF Application, calculated b Customer
For Express Pending, SCE calculations based on Mess solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,706.01 Ann KWh savings x ave rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2 / 12) $ 142.17 Monthly $ savings
C.) COSTS
C.1. Estimated Total Project Cost 19,845.00 From OBF Application
C.2. Estimated Total Rebate/Incentive 1,040.25 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 18,804.75 Maximum eligible loan amount
D.) LOAN
D.1. Net Amount for Potential Financing $ 18,804.75 C.3
D.2. Monthly Loan Repayment Amount 142.17 B.3
D.3. Estimated loan term (Months) 132.3 Time required to repay loan - months
D.4. Estimated loan term (Years) 11.1) Time required to repay loan - years
E.) LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000.000.00 Min/Max loan amount per service account
E. 1.2.Within Market Segment Limit? Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Lenath of Loan Test
E.3.1.Markel Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
E.4. Expected Useful Life (EUL)' Loan Length Limit Test
E.4.1, Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 andor Test 2 Yields aEXCEPTION ANALYSIS (If Test andor Test 2 Yilds a E.51. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. < E.2.3. Y/N?
120 CIA=60 G&1=120
N Is D.3 within limit Y/N?
144 EUL of measure with greatest kWh contribution
Y Is D.3 within limit Y/N?
$ 142.17
17,060.10
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time, An EUL for each energy eficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 4
LED Street Lights
25F-27
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingslon
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southem California Edison, an Edison /ntemahonal Company
Completion Daterrime: 2/16/11 3:48 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-81
OBF Application Receipt Date: 1111/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. MAIN / EDINGER LED
Address: 1465 1/2 S MAIN ST
City, CA Zip: SANTA ANA, CA 92707
—ESTIMATED LOAN TERMS"'
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2116/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXPLANATION
Total electricity charges divided by the amount of electricity purchased
A. AVERAGE ELECTRIC BILLING RATE •• past 12 months Cenls/kWh during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 8,322.00 For Customize, from OBF Application, calculated b Customer
For Express Pending, SCE calculations based on Mess solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 682.40 Ann KWh savings x ave rate = $$ savings
B.3. Estimated Monthly Dollar($) Savings (6.2/12) $ 56.87 Monthly $ savings
C.) COSTS
C.1. Estimated Total Project Cost 7,350.00 From OBF Application
C.2. Estimated Total Rebate/Incentive 416.10 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 6,933.90 Maximum eligible loan amount
D.) LOAN
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
DA. Estimated loan term (Years)
$ 6.933.90 C.3__ _
56.87 B.3
121.9 Time required to repay loan - months
10.2 Tme require d to repay loan -years
E.) LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit? Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Seament Lenath of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EULI' Loan Length Limit Test
E.4.1. Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No" J
E.5.1. Monthly Loan Repayment Amount
E.52 Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is 0. 1, < E.2.3. YIN?
120 CIA=60 G&1=120
N Is D.3 within limit YIN?
EUL of measure with greatest kWh contribution
144
Y Is D.3 within limit YIN?
$ 56.87
$ 6,824.04
20
10
Agreements to Provide, Install and Fund Exhibit 5
LED Street Lights 25F-28
On-Bill Financing Program - Loan Terms
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficient & Solar Division
Soutrem California Edison, an Edison International Company
Completion Daterrime: 2116/11 2:21 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-70
OBF Application Receipt Date: 11/1/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: E. OXFORD/ MAIN LED
Address: 118 1/2 E OXFORD
City, CA Zip: SANTA ANA, CA 92701
1
"'ESTIMATED LOAN TERMS-
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16!11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management,
PROJECT ECONOMIC SUMMARY EXPLANATION
Total electricity charges divided by the amount of electricity purchased
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 11,650.00 For Customize, from OBF Application, calculated by Customer
For Express Pending, SCE calculations based on Meas solution code
6.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 955.30 Ann KWh savings x eve rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2112) $ 79.61 Monthly $ savings
C.)
C.2. Estimated Total Rebate/Incentive
C.3. Estimated Potential Loan Amount (Net Amount)
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
DA. Estimated loan term (Years)
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
From OBF Application
From OBF Application
Maximum eligible loan amount
C.3
B.3
Time required to repay loan -months
Time required to repay loan - years
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit?
Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Markel Segment Loan Length Limit?
EA. Expected Useful Life IEULI' Loan Length Limit Test
EA. I. Applicable Measure EUL
Max total loans amount per customer
Previous loans reserveo
$ Remaining loan funds available
Y Is D.1. < E.2.3. Y/N?
120 CIA = 60 G & i = 120
N Is D.3 within limit Y/N?
144 EUL 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 Test 1 and/or Test 2 Yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
$ 79.61
$ 9.553.00
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 6
LED Street Lights 25F-29
E.) LOAN LIMIT TESTS
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
_Offer Manager, Financial Solutions Element
Customer Energy Eff?crency 8 Solar Division
Southern Caltlomra Edison, an Edison International Company
Completion Date/Time: 2/16/11 4:42 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-027-9664-57
OBF Application Receipt Date: 11/1/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: N. MAIN LED
Address: 300 3/4 N MAIN ST LS3
City, CA Zip: SANTA ANA, CA 92701
-ESTIMATED LOAN TERMS"' I
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16111 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXPLANATION
Total electricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE - past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.I. Estimated Annual Kilowatt Hour Savings (kWh) 8,322.00 For customize, from OBF Application, calculated b Customer
For Express Handing, SCE calculations based on Meas solution code
8.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 682.40 Ann KWh savings x eve rate = S$ savings
B.3. Estimated Monthly Dollar($) Savings (6.2112) $ 56.87 (Monthly $$ savings
C.) COSTS
C.1. Estimated Total Project Cost
C.2. Estimated Total Rebate/Incentive
C.3. Estimated Potential Loan Amount (Net Amount)
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
DA. Estimated loan term (Years)
E.) LOAN LIMIT TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount
E.1.2 Within Market Segment Limit?
From OBF Application
From OBF Application
Maximum eligible loan amount
1 C.3
8.3
Time required to repay loan -months
Time requred to repay loan -years -I
$ 1,000,000.00 Min/Max loan amount per service account
Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EULI' Loan Length Limit Test
E.A.I. Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or lest 2 yields a "No- .1
E.5.1. Monthly Loan Repayment Amount
E.52 Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. - E.2.3. Y/N?
120 CIA=60 G&1=120
N Is D.3 within limit YIN?
144 ELL of measure with greatest kWh contribution
N Is D.3 within limit Y/N?
$ 56.87
$ 5,824.04
120
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy effciency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 7
LED Street Lights 25F-30
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southern California Edison, an Edison intemational Company
Completion DaterTime: 2116111 3:15
Universal Project Number:
Customer Number:
Service Account Number:
OBF Application Receipt Date:
PSAP-10-004891
1-000-0071-30
3-001-3272-77
11!1/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: N. MAIN LED
Address: 801 112 N MAIN ST
City, CA Zip: SANTA ANA, CA 92701
'"ESTIMATED LOAN TERMS- I
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2116111 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXPLANATION.,
Total electricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
8.1. Estimated Annual Kilowatt Hour Savings (kWh) 11,650.00 IFor Customize, from OBF Application, calculated by Customer
For Express Pending, 5CE calculations based on Meas solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 955.30 Ann KWh savings x ave rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2/12) $ 79.61 Month/ $$ savin s
C.) COSTS
C.1. Estimated Total Project Cost 10,290.00 From OBF Application
C2. Estimated Total Rebate/Incentive 582.50 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 91707.50 Maximum eligible loan amount
D.) LOAN _
D.1. Net Amount for Potential Financing $ 9.707.50 C.3
D.2. Monthly Loan Repayment Amount 79.61 B.3
D.3. Estimated loan term (Months) 121.9 Time required to repay loan - months _
DA. Estimated loan term (Years) 10.2 Time requred to repay loan - ears
E.) LOAN LIMIT TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1 .2. Within Market Segment Limit?
Y Is D.1 within loan amount limits YIN?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA Expected Useful Life (EUL)• Loan Length Limit Test
E.4.1. Applicable Measure EUL
E.4.2. Within ELL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No".)
E, 5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E,5A. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. c E.2.3, YIN?
120 CIA=60 G&1=120
N Is D.3 within limit YIN?
EUL of measure with greatest kWh contribution
144
y Is D.3 within limit YIN?
$ 79.61
9,553.00
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is
assigned by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provii??=U..31Fund Exhibit 8
1 Fn Street Liahts
On-Bill Financing Program -Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southem California Edison, an Edison International Company
Completion DatelTime: 2/16/11 2:54 PM
Universal Project Number:
Customer Number:
Service Account Number:
OBF Application Receipt Date:
Project Type(s) : Customized
Market Segment: Govt i£ Inst
Business Name: CITY OF SANTA ANA
Reference Name: N. MAIN LED
Address: 1201 1/2 N MAIN ST
City, CA Zip: SANTA ANA, CA 92701
PSAP-10-004891
1-000-0071-30
3-001-3272-74
11/1/2010
—ESTIMATED LOAN TERMS'""
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXPLANATION
Total electricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE - past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
8.1. Estimated Annual Kilowatt Hour Savings (kWh) 18,308.00 For Customize, from OBF Application, calculated by Customer
For Express Pending, SCE calculations based on Meas solution code
8,2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,501.26 Ann KWh savings x eve rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (6.2112) $ 125.10 Monthly $$ savings - __
C.) COSTS
C.1. Estimated Total Project Cost 16,170.00 From OBF Application
C.2. Estimated Total Rebate/incentive 915.40 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 15,254.60 Maximum eligible loan amount
D.) LOAN
D.1. Net Amount for Potential Financing $ 15,254.60 C.3
D.2. Monthly Loan Repayment Amount 125.10 B.3
D.3. Estimated loan term (Months) 121.9
??
Time required to repay loan - months
DA. Estimated loan tens (Years) 10.2 Time required to repay loan - ears
E.) LOAN LIMB TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit?
Y Is D.1 within loan amount limits YIN?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2,2. Previous Loans Reserved for this Customer
E.2,3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA Expected Useful Life (EULt' Loan Length Limit Test
E.4.1. Applicable Measure ELL
E 4.2. Within ELL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 Yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. < E.2.3. YIN?
120 CIA=60 G&1=120
N Is D.3 within limit Y/N?
EUL of measure with greatest kWh contribution
144
Y Is D.3 within limit YIN?
$ 125.10
15,012.56
120
'Expected Useful Life (EUL). Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is
assigned by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provj??lpt=laud Fund Exhibit 9
LED Street Lights Z 31
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southern California Edison, an Edison International Company
Completion Daterrime: 2/16111 2:43 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-73
OBF Application Receipt Date: 11/1/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: N. MAIN LED
Address: 1807 1/2 N MAIN ST
City, CA Zip: SANTA ANA, CA 92706
' -ESTIMATED LOAN TERMS"'
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16111 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY
EXPLANAT107NI
%
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh)
$0.0820 Total electricity charges divided by the amount of electricity purchased
during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 19,972.00 For Customize, from OBF Application, calculated b Customer
For Express Pending, SCE calculations based on Meas solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,637.70 Ann KWh savings x aye rate=$$ savings ----?
8.3. Estimated Monthly Dollar($) Savings (8.2 / 12) $ 136.48 Monthly $$ savings
C.) COSTS
C.1. Estimated Total Protect Cost 19,110.00 ication ?-
From OBF
C.2. Estimated Total Rebate/Incentive 998.60 k'
From OBF AppBcadon
C.3. Estimated Potential Loan Amount (Net Amount) $ 16,111.40 Maximum eligible loan amount
D.) LOAN
D.1. Net Amount for Potential Financing $ 18,111.40 C.3
D.2. Monthly Loan Repayment Amount 136.48 B.3 _
D.3. Estimated loan term (Months) 132.7 Time required to repay loan - months
DA. Estimated loan term (Years) 11.1 Time required to repay loan - years
E.) LOAN LIMB TESTS
II Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max ban amount per service account
E.1.2.Within Market Segment Limit?
Y Is 0.1 within loan amount limits YIN?
II Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2A Within Available Amount?
II Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2, Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EULI` Loan Length Limit Test
E.4.1 Applicable Measure EUL
EA 2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No".)
E5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
y Is D.1, c E.2.3. YIN?
120 CIA=60 G&1=120
N Is D.3 within limit Y/N?
EUL of measure with greatest kWh contribution
144
y Is D.3 within limit YIN?
$ 136.48
$ 16,377.04
120
10
'Expected Useful Life (E UL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is
assigned by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 10
LED Street Lig25F-33
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy EKiciency 8 Solar Division
Southern California Edison, an Edison international Company
Completion Date/Time: =2/16101 4:31 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-010-1498-39
OBF Application Receipt Date: 11/1!2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: N. MAIN LED
Address: 2130 1/2 N MAIN ST
City, CA Zip: SANTA ANA, CA 92706
Y Is DA within loan amount limits YIN?
PROJECT ECONOMIC SUMMARY EXPLANATION
Total electricity charges divided by the amount of electricity purchased f
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (CentslkWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 9,154.00 For Customize, from OBF Application, calculated by Customer
For Express Pending, SCE calculations based on Meas solution code
8.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 750.63 Ann kWh savings x ave rate = $$ savings
B.3. Estimated Monthly Dollar($) Savings (82/12) $ 62.55 Monthly $ savings
C.) COSTS
C.1. Estimated Total Project Cost
G2. Estimated Total Rebate/Incentive
C.3. Estimated Potential Loan Amount (Net Amount)
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
DA. Estimated loan term (Years)
E.) LOAN LIMIT TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
—ESTIMATED LOAN TERMS'
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
From OBF Application ___
From OBF Application
I
Maximum eligible loan amount
1C.3
8.3
Time required to repay loan - months
Time required to repay loan - years
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Lenath of Loan Test
E.3.1.Market Segment Loan Length Limit
EA Expected Useful Life IEULI' Loan Length Limit Test
EA. I. Applicable Measure EUL
E.3.2. Within Market Segment Loan Length Limit?
E.4.2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 Yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.52. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1, < E.2.3. YIN?
120 CIA=60 G&1=120
N Is D.3 within limit YIN?
144 EUL of measure with greatest kWh contribution
N Is D.3 within limit YIN?
$ 62.55
$ 7,506.25
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An ELL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The ELL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 11
LED Street Lights 25F-34
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency 8 Solar Division
Southern California Edison, T Edison lntemational Company
Completion Date/Time: 2116/11 3:58 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272.82
OBF Application Receipt Date: 1111/2010
Project Type(s) :
Market Segment:
Business Name:
Reference Name:
Address:
City, CA Zip:
Customized
Govt & Inst
CITY OF SANTA ANA
N. MAIN LED
2515 112 N MAIN ST
SANTA ANA, CA 92705
$ 545.96 Ann KWh savings x ave rate = $$ savings
$ 45.50 Monthly $ savings ?,
PROJECT ECONOMIC SUMMARY
—ESTIMATED LOAN TERMS'"'
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
EXPLANATION
Total electricity charges divided by the amount of electricity purchased
A. AVERAGE ELECTRIC BILLING RATE- Past 12 months (Cents/kWh) $0.0820 during previous 12 months ?'
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 6,658.00 For Customize, from OBF Application, calculated b Customer
or Express Pending, SCE calculations based on Maas solution code
8.2. Estimated Annual Dollar($) Savings (B.1 x A)
B.3. Estimated Monthly Dollar($) Savings (B.2 / 12)
C.) COSTS
C.1. Estimated Total Project Cost 11,760.00 rom OBF Application
C.2. Estimated Total Rebate/Incentive 332.90 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 11,427.10 Maximum eligible loan amount
D.) LOAN
D.1. Net Amount for Potential Financing $ 11.427.10 C.3 i
D.2. Monthly Loan Repayment Amount 45.50 B.3
D.3. Estimated loan term (Months) 2 1.2 Time required to repay loan - months
D.4. Estimated loan term (Years) 20.9 Time required to repay loan - years
E.) LOAN LIMIT TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit? Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1. Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
E.4. Expected Useful Life fEUL)' Loan Length Limit Test
E.4.1. Applicable Measure ELL
EA 2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 Yields a "No".)
E5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
y Is D.1. < E.2.3. Y/N?
120 CIA=60 G81=120
N Is D.3 within limit YIN?
144 EUL of measure with greatest kWh contribution
y Is D.3 within limit YIN?
$ 45.50
$ 5,459.56
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 12
LED Street Lights 25F-35
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southern California Edison, an Edison international Company
Completion Daterrime: 2116/11 4:20 PM
Universal Project Number:
Customer Number:
Service Account Number:
OBF Application Receipt Date:
PSAP-10-004891
1-000-0071-30
3-001-3272-87
11/1/2010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. CHESTNUT / MAIN LED
Address: 110 112 E CHESTNUT AVE
City, CA Zip: SANTA ANA, CA 92701
-ESTIMATED LOAN TERMS- '
I ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL I
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2116/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXP4AKATION
Total electricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
B.1. Estimated Annual Kilowatt Hour Savings (kWh) 21,638.00 For customize, from OBF Application, calculated by Customer
For Express Pending, SCE calculations based on Meas solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,774.32 Ann KWh savings x ave rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2 / 12) $ 147.86 Monthly savings
C.) COSTS
C.1. Estimated Total Project Cost 19,110.00 From OBF Application
C.2. Estimated Total Rebate/Incentive 1,081.90 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 18,028.10 Maximum eligible loan amount
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
0.4. Estimated loan tern (Years)
E.) LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
C.3 _ --?
Time required to repay y loan -months
Time required to repay loan - years
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit?
Y Is D.1 within loan amount limits YIN?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Sediment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EUL)" Loan Length Limit Test
E.4.1. Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.S. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.S.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
y Is D.1. < E.2.3. YIN?
120 CIA=60 G&1=120
N Is D.3 within limit YIN?
EUL of measure with greatest kWh contribution
144
Y Is D.3 within limit Y/N?
$ 147.86
$ 17,743.16
120
10
'Expected Useful Life (EUL). Each measure is expected to perform satisfactorily for a period of time. An ELL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The ELL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 13
LED Street Lights 25F-36
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southern California Edison, an Edison International Company
Completion DatefTime: _2/16/11 3:26 PM
'"ESTIMATED LOAN TERMS"' I
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-79 LTCt completed as this 2/16111 due to recently collected and approved
tariff rate, therefore, this loan oan app will be not Wait-Listed as per program
OBF Application Receipt Date: 11/1/2010 management.
Project Type(s) : Customized
Market Segment: Govt & inst
Business Name: CITY OF SANTA ANA
Reference Name: S. MAIN LED
Address: 934 112 S MAIN ST
City, CA Zip: SANTA ANA, CA 92701
PROJECT ECONOMIC SUMMARY _ EXPLANATION
Total electricity charges divided by the amount of electricity purchased
during previous 12 months
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (CentsikWh) $0.0820 _ - J
B.) ENERGY EFFICIENCY PROJECT SAVINGS
8.1. Estimated Annual Kilowatt Hour Savings (kWh) 19,972.00 For Customize, from OBF Application, calculated by Customer
For Express Pending, SCE calculations based on Meas solution code _I
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,637.70 Ann K h savings x eve rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2112) $ 136.48 Monthl $ savings
C.) COSTS
CA. Estimated Total Project Cost 18,375.00 From OBF APPlication _
C.2. Estimated Total Rebate/Incentive 998.60 From OBF Application
C.3. Estimated Potential Loan Amount (Net Amount) $ 17,376.40 Maximum eligible loan amount
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
D.4. Estimated loan term (Years)
E.) LOAN LIMIT TESTS
E.I. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00
E.1.2.Within Market Segment Limit? Y
E.2. Customer Loan Limit Test (Previous Loans for this
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Segment Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EUL)• Loan Lenath Limit Test
E.4.1. Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.S. EXCEPTION ANALYSIS (If Test 1 and/or Test 2 yields a "No".)
E.5.1, Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4_ Max Allowable Loan Terms (Years)
C.3
8.3
Time required to repay loan - months
Time required to repay loan - years
Min/Max loan amount per service account
Is DA within loan amount limits Y/N?
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
y Is D.1. < E.2.3. YIN?
120 CIA=60 G&1=120
N Is 0.3 within limit Y/N?
EUL of measure with greatest kWh contribution
144
Y Is D.3 within limit YRJ?
$ 136.48
16,377.04
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy effIciency project.
Agreements to Provide, Install and Fund Exhibit 14
LED Street Lig15F-A7
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L Levingston
Offer Manager Financial Solutions Element
Customer Ene Efficient 8 Solar Division
Southern California Edison, an Bison lntemational Company
Completion Daterrime: 2116/11 3:26 PM
Universal Project Number:
Customer Number:
Service Account Number:
OBF Application Receipt Date:
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. MAIN LED
Address: 934 1/2 S MAIN ST
City, CA Zip: SANTA ANA, CA 92701
I -ESTIMATED LOAN TERMS-
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2/16/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wait-Listed as per
program management
PROJECT ECONOMIC SUMMARY EXP{ 4ryATION
Total electricity charges divided by the amount of electricity purchased
A) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 during previous 12 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
22
B.1. Estimated Annual Kilowatt Hour Savings (kWh) ,470.00 For Customize, from OBF Apelication, calculated b Customer
For Express Pending SCE calculations based on Meas solution code
6.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,842.54 Ann KWh savings x ave rate = $ savings
B.3. Estimated Monthly Dollar($) Savings (B.2! 12) $ 153.55 Monthly $ savings
C.)
C.2. Estimated Total Rebate/Incentive
C.3. Estimated Potential Loan Amount (Net Amount)
D.)
D.2. Monthly Loan Repayment Amount
D.3. Estimated loan term (Months)
D.A. Estimated loan term (Years)
E.) LOAN LIMIT TESTS
E.1 Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
From OBF Application
From OBF Application
Maximum eligible loan amount
C.3
B.3
Time required to rape loan - months ---i
lime required to repay loan - years I
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00 Min/Max loan amount per service account
E.1.2.Within Market Segment Limit?
PSAP-10-004891
1-000-0071-30
3-001-3272-79
11/1/2010
Y Is 0.1 within loan amount limits YIN?
E.2 Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3 Market Seament Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA, Expected Useful Life (EUL)' Loan Length Limit Test
EA, 1. Applicable Measure EUL
E4.2. Within EUL Loan Length Limit?
E.5 EXCEPTION ANALYSIS (if Test 1 and/or Test 2 Yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
y Is D.1. < E.2.3. YIN?
120 CIA=60 G91=120
N Is 0.3 within limit YIN?
144
V
$ 153.55
18,4257-
125
10
EUL of measure with greatest kWh contribution
Is D.3 within limit YIN?
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy effciency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 15
LED Street Lights
25F-38
On-Bill Financing Program - Loan Terms Calculations 1
PREPARED FOR:
Gary L. Levingston
Offer Manager, Financial Solutions Element
Customer Energy Efficiency & Solar Division
Southern California Edison, an Edison International Company
Completion DatelTime: 2116111 4:09 PM
Universal Project Number: PSAP-10-004891
Customer Number: 1-000-0071-30
Service Account Number: 3-001-3272-86
OBF Application Receipt Date: 11/112010
Project Type(s) : Customized
Market Segment: Govt & Inst
Business Name: CITY OF SANTA ANA
Reference Name: S. MAIN LED
Address: 2143 1/2 S MAIN ST
City, CA Zip: SANTA ANA, CA 92707
I —ESTIMATED LOAN TERMS- I
ACTUAL TERMS WILL BE CALCULATED BASED ON FINAL
REVIEW AND VERIFICATION OF THE PROJECT INSTALLATION
REPORT
LTC1 completed as of 2116/11 due to recently collected and approved
tariff rate, therefore, this loan app will be not be Wail-Listed as per
program management.
PROJECT ECONOMIC SUMMARY EXPLANATION
Total9lpectricity charges divided by the amount of electricity purchased
A.) AVERAGE ELECTRIC BILLING RATE -- past 12 months (Cents/kWh) $0.0820 dudn rewous 72 months
B.) ENERGY EFFICIENCY PROJECT SAVINGS
13.1. Estimated Annual Kilowatt Hour Savings (kWh) 15,812.00 For Customize, from OBF Application, calculated by Customer _
For Express Pending, SCE calculations based on Mess solution code
B.2. Estimated Annual Dollar($) Savings (B.1 x A) $ 1,296.58 Ann KW h savings x aye rate = savings
B.3. Estimated Monthly Dollar($) Savings (8.2 / 12) $ 108.05 Monthly $ savings !i
C.) COSTS
C.I. Estimated Total Project Cost
C.2. Estimated Total Rebate/Incentive
C.3. Estimated Potential Loan Amount (Net Amount)
From OBF Application -'
From OBF Application
Maximum eligible loan amount
D.) LOAN
D.I. Net Amount for Potential Financing $ 14.644.40 C.3
D.2. Monthly Loan Repayment Amount 108.05 13.3
D.3. Estimated loan term (Months) 135.5 Time required to repay loan - months
DA. Estimated loan term (Years) 1 .3 Time required to repay loan - years
E.) LOAN LIMIT TESTS
E.1. Market Segment Amount of Loan Test (Maximum Loan Amount per Service Account)
Min/Max loan amount per service account
E.1.1 Market Segment Minimum/Maximum Loan Amount $ 1,000,000.00
E.1.2.Within Market Segment Limit?
Y Is D.1 within loan amount limits Y/N?
E.2. Customer Loan Limit Test (Previous Loans for this Customer)
E.2.1. Customer Loan Amount Limit
E.2.2. Previous Loans Reserved for this Customer
E.2.3. Estimated Amount Eligible for Loans
E.2.4. Within Available Amount?
E.3. Market Seament Length of Loan Test
E.3.1.Market Segment Loan Length Limit
E.3.2. Within Market Segment Loan Length Limit?
EA. Expected Useful Life (EUL)' Loan Lenath Limit Test
E.41 . Applicable Measure EUL
E.4.2. Within EUL Loan Length Limit?
E.5. EXCEPTION ANALYSIS (If Test 1 andlor Test 2 yields a "No".)
E.5.1. Monthly Loan Repayment Amount
E.5.2. Net Amount for Financing
E.5.3. Max Allowable Loan Terms (Months)
E.5.4. Max Allowable Loan Terms (Years)
Max total loans amount per customer
Previous loans reserved
$ Remaining loan funds available
Y Is D.1. < E.2.3. Y/N?
120 CIA=60 G&1=120
N Is D.3 within limit Y/N?
ELL of measure with greatest kWh contribution
144
Y Is D.3 within limit YIN?
$ 108.05
$ 12,965.84
120
10
'Expected Useful Life (EUL): Each measure is expected to perform satisfactorily for a period of time. An EUL for each energy efficiency measure is assigned
by the California Energy Commission (CEC). The EUL for the measure involved in the energy efficiency project.
Agreements to Provide, Install and Fund Exhibit 16
LED Street Light25C_39
25F-40