HomeMy WebLinkAboutPW Financing Supplement (missing PG&E signature)The Energy Efficiency Retrofit Loan Program (the "Program"I is funded
by California utility customers and administered by Pacific Gas and
Electric Company (PG&E) under the auspices of the California Public
Utilities Commission (CPUCI. The Program provides qualified PG&E
customers with a means to finance energy-efficient (EE) retrofit projects
implemented under select PG&E EE Programs (the "Qualified
Program"I. The loans issued under the Program are interest-free,
unsecured loans to fully or partially reimburse qualified PG&E
customers for the costs they incur in connection with a qualified retrofit
project [the "Retrofit Project"), which term shall mean the energy
efficiency retrofit project described in Customer's relevant Energy
Efficiency Program Application.
Conditions for Eligibility: Participation in the Program is limited to
PG&E customers that meet the following conditions and satisfy
these conditions throughout the duration of the Retrofit Project up to
and including the date of Final Verification (defined below in Section
8): (al the PG&E customer must be a business ("Commercial
Customer"] or a federal, state, county or local government agency
("Government Customer").' Commercial Customers and
Government Customers are collectively referred to as "Customer;"
(b) Customer currently receives service from PG&E at the location of
the Retrofit Project (the "Location"]; (c) Customer has continually
maintained an active PG&E account for the previous 24 months and
has a minimum of 12 months of historical metered energy usage at
Customer's current Location; (d) at the time the Customer's
Program Application is Approved and Customer's Loan Agreement is
executed, and at the time the loan is to be funded following
completion of the Retrofit Project and satisfaction of all other
requirements of the Loan Agreement, Customer must be in good
credit standing, as determ'ned by PG&E through credit review which
may include a commercial credit check and a bill history review,
which may be based upon the following and other criteria:
a. No 24-hour disconnection notices in the last 12 months;
b. No returned payments within the last 12 months;
c. No more than 1 payment arrangement in the last 12 months;
d. No broken payment arrangements within the last 12 months;
e. No deposit assessed within the last 12 months; and
f. The Retrofit Project qualifies and Customer is eligible for
an incentive under the Qualified Program.
Loan Amount and Term Limitations
Interest 0%, with no additional fees or charges
Minimum Loan Amount $5,000
Maximum Loan Amount Commercial Customer:
$100,000 / premises
Government Customer:
$250,000 / meter
Maximum Loan Term, not Commercial Customer: 60 months
to exceed the Expected Government Customer: 120 months
Useful Life (EUL) of the
measures
Loan Features: The loans offered under the Program are interest-
free (0%1 and free of any fees, late payment penalties or other
charges. The loan terms and conditions are set to provide simple
payback from energy savings during the maximum allowed loan
term, and are calculated by dividing the loan amount (eligible project
cost less Qualified Program Incentives] by the estimated monthly
energy savings resulting from the Retrofit Project. The ensuing
number of monthly payments must not exceed the Maximum Loan
Term set forth in chart below ("Loan Amount and Term Limitations").
Eligibility: Prior to purchasing and installing any energy-efficient
measures or equipment under the Qualified Program, Customer
must satisfy the eligibility requirements of both the Program and
Qualified Program. Because energy efficiency projects in progress
are ineligible under the Program, Customer must have an inspection
of the Retrofit Project and Location conducted and completed by
PG&E before commencing any work or purchasing any equipment
for the Retrofit Project.
Inspection: PG&E will assist Customers in understanding the energy
efficiency measures available under the Quabfied Program and will
answer their questions concerning this Program. After Customer
has decided upon the measures that comprise the Retrofit Project,
PG&E will request an engineering review, perform an inspection of
the Location, calculate the Loan Terms and prepare the Loan
Documents. Thereafter, PG&E wili provide Customerwith a copy of
the inspection report, a Loan Agreement, the Application, the
applicable On -Bill Financing (OBF) Gas and/or Electric Rate
Schedule and Loan Calcination Summary Sheet (collectively, the
"Loan Documents"I.
Loan Documents: If the terms of the loan are acceptable, Customer
shall execute the Loan Documents and return them to PG&E prior to
the commencement of the Retrofit Project. Incomplete or incorrect
applications cannot be processed and may result in the delay of
PG&E's approval and possible disqualification from the Program.
Customer may withdraw this Application for any reason without
penalty by sending written notice to PG&E.
Customer's Responsibitities for Contractor and Vendor: Upon
PG&E's notification to Customer that the Retrofit Project is eligible
for the Program, Customer may begin the Retrofit Project pursuant
to the contract agreed upon by Customer, its contractor or vendor.
PG&E does not endorse or recommend any particular contractor or
vendor nor does PG&E review any contractor or vendor proposals.
Rather, Customer shall be solely responsible for reviewing the
feasibility of the contractor's and vendor's proposals) and verifying
their respective qualifications, pricing, energy savings, warranties
and the terms and conditions of the contractor's and/or vendor's
contract with Customer.
'Residential customers are ineligible.
Page 1 of 2
PG&E Disclaimers: CUSTOMER'S DESIGN OFTHE RETROFIT
PROJECT AND SELECTION AND USE OF ENERGY EFFICIENCY
EQUIPMENT, MEASURES AND SELECTION OF CONTRACTORS AND
VENDORS IS AT CUSTOMER'S SOLE DISCRETION AND AT
CUSTOMER'S SOLE RISK. TO THE EXTENT PERMITTED BY
APPLICABLE LAW, PG&E EXPRESSLY AND SPECIFICALLY
DISCLAIMS ANY LIABILITY IN RESPECT OF ANY ADVICE,
INFORMATION OR OTHER INSTRUCTION PROVIDED BY OR ON
BEHALF OF PG&E TO CUSTOMER IN CONNECTION WITH THE
QUALIFIED PROGRAM, PROGRAM OR RETROFIT PROJECT. PG&E
DOES NOT WARRANT OR BEAR ANY RESPONSIBILITY FOR ANY OF
THE FOLLOWING:
a. THE WORK PERFORMED BY CUSTOMER'S CONTRACTOR(S) OR
VENDOR(S], THAT THE RETROFIT PROJECT IS APPROPRIATE FOR
THE LOCATION;
b. THE RETROFIT WILL RESULT IN OR YIELD ANY ENERGY
EFFICIENCY SAVINGS OR A SPECIFIC AMOUNT OF ENERGY
EFFICIENCY SAVINGS OR OTHER REDUCTION IN CUSTOMER'S
PG&E UTILITY BILL AFTER COMPLETION OF THE RETROFIT
PROJECT;
c. THE CONTRACTOR'S OR VENDOR'S SERVICES WILL BE TIMELY,
COMPLETE OR ERROR -FREE, OR THAT DEFECTS IN THE RETROFIT
PROJECT WILL BE CORRECTED BY SUCH INDIVIDUALS;
d. ANY ERRORS, OMISSIONS, DEFECTS OR DELAYS IN THE DESIGN
OR CONSTRUCTION OF THE RETROFIT PROJECT OR THE
OPERATION OF ANY ENERGY EFFICIENCY MEASURES INSTALLED
AT THE LOCATION.
Verification: Upon completion of the Retrofit Project, Customer shall
request PG&E's post -completion inspection and final verification that
the Retrofit Project has been completed in conformitywith the
requirements of the Qualified Program and that customer remains
eligible (the "Final Verification").
a. If there has been any change to the Retrofit Project's scope, cost
and/or incentives available under the Qualified Program or energy
savings, Customer will be required to enter into a Loan Modification
Agreement with PG&E, which may include new contract terms
reflecting the changes in the Retrofit Project. (If a Loan Modification
Agreement is required, it shall be deemed part of the "Loan
Documents."]
b. If the changes to the Retrofit Project are such that it no longer
meets the Program's payback criteria or other conditions, the
Retrofit Project will be considered ineligible, the Loan Agreement will
be terminated and no loan proceeds will be disbursed.
c. IF PG&E DETERMINES, IN ITS ABSOLUTE DISCRETION, THAT
CUSTOMER'S CREDIT HAS DETERIORATED OR HAS OTHERWISE
PLACED CUSTOMER'S REPAYMENT OF THE LOAN AT RISK, THE
LOAN PROCEEDS SHALL NOT BE ISSUED, EVEN THOUGH THE
RETROFIT PROJECT MAY HAVE BEEN SATISFACTORILY
COMPLETED AT CUSTOMER'S EXPENSE.
Disbursements: Subject to and following PG&E's satisfactory Final
Verification, an incentive check and the loan proceeds will be issued
to Customer or, at Customer's written direction, to Customer's
contractor or vendor.
General Provisions:
a. Applications for loans under the Program will be accepted from
qualified Customers on a first-come, first-served basis until the
funds allocated by PG&E for the Program are no longer available.
The Program may be modified or terminated by the CPUC or PG&E
at any time and without prior notice. However, termination of the
Program following execution of a Loan Agreement by Customer will
not affect that Loan Agreement, or, if Customer thereafter satisfies
all Program conditions, the disbursement.
b. The loan proceeds may only be used to pay or reimburse
Customer for implementing or installing energy-efficient measures
or equipment through the Qualified Program.
c. If there is any conflict between the terms of any document relating
to the Program, the Loan Documents shall control.
d. For all retrofit projects, including but not limited to streetlight,
HVAC and lighting retrofits, Customer acknowledges and
understands that Customer is able to use the installation vendor or
contractor of their choice.
I have read, understand and agree to all of the Energy Efficiency Retrofit Loan Program requirements and terms and conditions set forth
in this Program description. I understand that loan calculations will be based on pre -inspection results and on the applicable program
documentation, and that my agency/company must meet all eligibility criteria and requirements in order to participate in the Program.
Any unapproved changes to project scope, costs or run hours, or to my agency's/company's creditworthiness, between the time the Loan
Documents are accepted and signed and the Retrofit Project is completed and the project's and my agency's/company's continued eligibility
are verified, could result in loan ineligibility.
Legal Name of Business li. ,'! a form l ndrne o l
Authorized Representative' signat re
Tax identification infor on (select on
■ Federal Tax ID Number:
■ Social Security Number:
Y11Z1;L � 4L*71; Wif
PG&E OBF Administrator
Retrofit Program Application Number
Authorized Representative's Printed Name
City Manager
Title
Printed Name
OBF Application Number
0 11/01-r1C12a
Date
"PG&E" refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. 02011 Pacific Gas and Electric Company. All rights reserved.
These offerings are funded by California utility customers and administered by PG&E under the auspices of the California Public Utilities Commission.
PG&E prints its materials with soy based inks®on recycled papenct April 2011 CTM -0710-0660
Page 2 of 2
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Public Works
Project Manager: Iman Kayani for Talia S Extension: 3352
Contractor Name: PG&E
Contractor's Contact: Stephanie Mullins Contact's Email: stephanie.mullins@pge.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE
DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
DATE
Check/Initial
1
Project Manager
a. Email PINS Introductory Notice to Contractor
Click here to
❑
enter a date.
b. Email contract (in Word) and attachments to City
3/22/2021
Attorney c/o Laraine.Gittens@cityofsanrafael.org
❑x IKK
2
City Attorney
a. Review, revise, and comment on draft agreement
3/22/2021
❑x LG
and return to Project Manager
3/22/2021
❑x LG
b. Confirm insurance requirements, create Job on
(N/A)
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
3/23/2021
❑x BG
contractor
4
Project Manager
Forward three (3) originals of final agreement to
ZIKK (N/A)
contractor for their signature
5
Project Manager
When necessary, contractor -signed agreement
❑X N/A
agendized for City Council approval *
*City Council approval required for Professional Services
❑X IKK
Agreements and purchases of goods and services that exceed
Or
$75,000; and for Public Works Contracts that exceed $175,000
Click here to
Date of City Council approval
enter a date.
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
6
Project Manager
Forward signed original agreements to City
4/1/2021
IKK
Attorney with printed copy of this routing form
7
City Attorney
Review and approve hard copy of signed/S/���
agreement
8
City Attorney
Review and approve insurance in PINS, and bonds
(for Public Works Contracts)
`�► /
/(
9
City Manager/ Mayor
Agreement executed by City Council authorized
official
VI
10
City Clerk
Attest signatures, retains original agreement and
/
forwards copies to Project Manager