HomeMy WebLinkAbout477840 SYMBIOTIC ENGINEERING LLC - PURCHASE ORDER - 9116331Fort Collins
PURCHASE ORDER
PO Number Page
9116331 1of2
This number must appear
on all invoices, packing
slips and labels.
Date: 10/25/2011
Vendor: 477870
Ship To:
ELECTRIC UTILITIES
SYMBIOTIC ENGINEERING LLC
CITY OF FORT COLLINS
4845 PEARL EAST CIR SUITE 101
700 WOOD ST
BOULDER Colorado 80301
FORT COLLINS Colorado 80521
Delivery Date: 10/24/2011
Buyer:
OPAL DICK
Note:
Line Description
Quantity
Ordered
UOM Unit Price
Extended
Price
Carbon City SIMS Project
1 LOT
LS
73,500.00
Energy Services
2 Carbon City SIMS Project
1 LOT
LS
12,500.00
Water Conservation
Terms and Conditions of contract dated 10/5/10 apply.
3 Carbon City SIMS Project
1 LOT
EA
50,100.00
Water Conservation
Total
$136,100.00
City of Fort Collins Director of Purchasing and Risk Management
This order is not valid over $5000 unless signed by James B. O'Neill II, CPPO
City of Fort Collins Purchasing, PO BOX 580, Fort Collins, CO 80522-0580
Phone:970-221-6775 Fax:970-221-6707 Email:purchasing@fcgov.com
Invoice Address:
City of Fort Collins
Accounting Department
PO Box 580
Fort Collins, CO 80522-0580
Task 3: Outdoor Water Use Weather Normalization
The weather normalization methodology is based upon GIS analysis that links land cover
type data (e.g., square foot of turf, impervious, trees, shrubs, bare soil) with utility billing
data to remove the impacts of seasonal weather variability from outdoor water use. The
weather normalization procedure is based upon the California Irrigation Management
Information System (CIMIS) water budget methodology, where historic
evapotranspiration (ET) and precipitation data, water utility billing data, and land cover
type data are tied together to remove the variation in the current year's outdoor water use
relative to a historic average. Further, with this methodology, parcel -level outdoor use
intensities needs for various turf types can be compared with actual usage, providing an
estimate of how much over- or under -watering has occurred for each parcel.
Proposed Project Timeline
The project as proposed is on a streamlined timeline to ensure results can be made
available within six months of project inception (currently late April 2012) to be most
useful for the upcoming summer outdoor water program focus. The proposed six month
timeline will begin with three months to acquire and process the land cover type data into
the SIMS database, and continuing with an additional three months to complete the
indoor and outdoor water use and normalization evaluation: If there are delays in
receiving the land cover type data, the final water weather normalization and savings
potential assessments will be delayed accordingly. To meet this shortened timeline, SE
recommends to limit indoor and outdoor water use and weather normalization
deliverables as follows:
1. Aggregate city-wide sector totals — Residential and commercial sector totals
(indoor and outdoor), highlighting major trends across sectors and the
implications towards supply/demand planning
2. Analysis of single family individual parcels - Unlike electricity meters, water
meters are commonly shared'across units, including commercial spaces as well as
multi -family units. Single family represents the exception to this rule, where
nearly all single family homes have only one meter on that parcel. Consequently,
single family homes represent the highest data quality for outdoor water
normalization and consequently are the primary deliverable focus for this study.
All report deliverables will summarize results using single family parcel analysis and
sector aggregate (i.e., residential and commercial) analysis. In addition, weather
normalized total monthly water use data will be quantified for all program participants to
ensure program evaluation reports in the SIMS software tool are evaluated based on
weather normalized water data, as detailed further below (Deliverable 5).
Expected Objectives and Outcomes
This task would focus on both a city-wide sector total aggregation (e.g., total residential
and commercial) and all single family homes with the following objectives:
• To assign land cover type data square footage to individual parcels and to link
parcel -level square footages with utility billing accounts.
Deliverable 1: City-wide land cover type data to be potentially used for other city
programs/initiatives.
2
• Raw indoor and outdoor water use and intensity characterization -detailed
indoor/outdoor water usage intensities across sectors and the single family sub -
sector, including mean/median statistics as well as histograms by housing size and
consumption ranges for single family homes
Deliverable 2: Indoor and outdoor water use and intensity characterization draft
report (weather normalized outdoor water use intensities will be added to this
report in the following deliverable)
• To use historical Fort Collins evapotranspiration (ET) weather data to compare
weather normalized sector aggregate and single family parcel -level outdoor water
use
Deliverable 3: Outdoor weather normalization water use report detailing:
➢ Statistical comparison (mean, median, standard deviation, etc.) of the weather
normalized outdoor water use intensities across sectors as well as histograms
by single family housing size and consumption ranges
Provide outdoor weather normalized water use by sector aggregate and for
single family homes to discern trends independent of the weather. Data will be
summarized by total annual change in the percent normalized across sector
aggregates as well as within single family homes, to best understand seasonal
variability and to assess trends in outdoor water use independent of the
weather. Some sample properties will be highlighted to explain the procedure
and to better understand the variations seen in how much outdoor water use
was adjusted in normalized output.
Discern how much a participant is over- or under -watering for common turf
types (e.g., Kentucky blue grass, Bermuda grass, etc.). The CIMIS
methodology readily enables comparison of actual outdoor water usage versus
the actual needs for various turf types (CIMIS, 2010). A comparison of the
savings potential that could occur simply by adjusting water use to reflect turf
needs will be performed.
• To create an initial total water savings potential, focusing on single family in this
initial task, to provide a guiding document that will be refined in future iterations
of program planning.
Deliverable 4: Draft report detailing initial findings for a total (i.e., indoor and
outdoor) water savings potential for the City of Fort Collins with particular focus
on outdoor water use. The most promising water -related measures for programs
already loaded into the SIMS will be included in this analysis. Fort Collins
Utilities should be aware that this analysis will be strongest when financial
expenditure and deemed savings estimates are provided to SE on a per measure
basis along with the standard required program participant data.
This report will detail the costibenefit relationships seen for any existing
programs loaded into the SIMS, as well as any additional savings realized for
various other approaches not already used in existing programs, such as
educational campaigns to water five minutes less, turf type conversions, etc.
3
i
This total savings potential report is intended to be a place -holder for future
refinements that can be incorporated into future scopes of work to better guide
future program development and program targeting efforts.
• To update existing program'savings evaluation reports in the SIMS software tool
to use weather normalized results for all program participants and control groups,
thus ensuring all water program savings are evaluated independent of the impacts
of weather.
Deliverable 5: This deliverable ensures that all future water programs included
within the SIMS software tool's Program Evaluation report will be evaluated
using total monthly weather normalized water use data.
Estimated Costs
Task
Description
Estimated
Cost
I
One-time set up cost (includes purchase of turf study) for
$32,000
citywide land cover study, integration into SIMS and
Deliverable 1. Landcover analysis will treat trees and
shrubs separately. i
2
Indoor and Outdoor' Water Characterization Report
$5,800
(Deliverable 2
3
Fort Collins specific weather normalization of water
$7,700
parameters (Deliverable 3 and adding weather
nonmalized data to Deliverable 2)
4
Final City-wide Outdoor Water Savings Potential
$4,600
Report —an initial assessment of total water savings
potential within Fort Collins using the program output
and conclusions reached from this study. This report will
be refined through time as a living document to guide
FortCollins water program direction (Deliverable 4)
5
SIMS's Program Effectiveness reports will quantify
$0
program savings using updated, total weather normalized
water use data. (Deliverable 5)
Total
$50,100
4
EXHIBIT A
Scope of Work (2012 contract Extension, Rev 6) - 9/1/2011
1. BACKGROUND AND OBJECTIVIES
Fort Collins Utilities (Utilities) has purchased an enabling technology platform to target,
track, quantify and report resource usage for carbon reduction trends, consumption
trends and demand -side management program effectiveness. The SIMS (Sustainabillty
Information Mgmt. System) platform provides an interface between the Utilities' account
records, geographic information system (GIS) data, tax assessor information and
current/historic weather data. Pilot testing of the SIMS query and reporting capabilities
suggests that Utilities energy efficiency programs can benefit from improved outreach
targeting and program tracking and evaluation. These enhanced efficiency program
results would further the City's carbon reduction goals and would improve program
efficiency, accountability and data quallly.
In response to aggressive goals in adopted City policies (see the Climate Action Plan,
Energy Policy and Water Conservation Plan at www.fcgov.com) and those which will be
updated in 2010 (City Plan, Transportation Master Plan and Green Building), the City
continues to expand and enhancelthe programs it offers to customers in the areas of
energy and water efficiency and other climate protection strategies. The City has a
carbon emissions reduction goal oll 20% below 2005 levels by 2020 and 80% below by
2050. The Climate Wise program has a goal to increase reported carbon reductions by
10,000 tons annually and a program target of 140,000 avoided tons by 2012; the
reductions include savings from energy, water, waste and transportation measures. The
Energy Policy,includes an overall target for savings from energy efficiency programs of
1.5% of the community's electric use. This is equivalent to 22,000 megawatt -hours of
annual savings or greenhouse gas (GHG) emissions reductions of 16.180 metric tons of
carbon dioxide equivalent (mt-COA). Total efficiency program savings in 2008 and
2009 Were 11,000 and 14,000 MWh, respectively. Reaching the savings goals for 2010
and beyond will require more than a 50% increase in program savings, and thus
significant increases in program participation are needed. The objective in ongoing use
of the SIMS to provide a comprehensive solution that will:
1. Provide detailed utility customer characterization for enhanced targeting of
program marketing to increase participation rates in residential and commercial
programs;
2. Provide an outreach tool for Climate Wise program partners and efficiency
program participants that will present them with their energy use trends,
normative group comparlsons, and enable sharing of best practices; and
3. Track the weather normalized energy use changes of efficiency program
participants to better quantify program Impacts.
i
2. TASKS AND PROJECT MANAGEMENT
Staff Roles
Page 1 of 5
Initial setup and testing will be coordinated by Utilities with management lead taken by
Norm Weaver, Energy Services. The key Individual to coordinate data exchange will be
Matt Scheetz with the City IT department. The substantive work to set up and maintain
the system will be performed by staff with Symbiotic (principally Tim Hillman, Mark
Reiner, and Nick Nimmer). The project leads for the target City programs (Climate Wise
— Kathy Collier, Business Efficiency Program — Kelley Gonzales, and Home Efficiency —
Kaye Mathea) will develop implementation plans to establish targets and metrics in each
program area.
2011-2012 Task List
TASK
Estimated Cost
Annual License Including Custom Analysis Services: Includes online access
to the SIMS platform for 12 months plus 100 hours of available analytical fime to
consult and report on the full life cycle of residential and commercial program and
marketing efforts. License period is to cover 12 months from Oct. 1, 2011 to
Sept. 30, 2012.
Including the following software enhancements:
• Update for program impact summaries by measure
• Update to aggregate meters by customer
• Update for general weather normalization of energy data
• Update for analyzing indoor and outdoor water use
o Indoor/outdoor water use disaggregations will be available to expand
program evaluations and enhance program targeting in the 2011-2012
license year.
• Update to include demand data
o FCU will be able to utilize a portion of SE's allotted analytical staff time
to derive targeting lists of commercial customers, which Includes
information about customers' demand along with other consumption
and building characteristics data.
• Update to searchtfilter by program participation (including but not
limited to OPower Home Energy Report recipients)
o FCU will be able to utilize a portion of SE's allotted analytical staff time
to derive targeting lists. of commercial customers, which includes
Information about customers' prior program participation along with
other consumption and building characteristics data.
• Update for premise list from query results
o Customer/premise lists will be a part of the SIMS, as well as mapping,
in 2011-2012 license year. The lists and maps will be made available
as specific to the report from which it is generated, e.g. queries from
the Consumption Detail Report will be within the query range of that
report.
j$ 40,000
Page 2 of 5
(Optional) Additional Analytical Hours: $100/hour - Additional staff hours
for custom analytical service's can be provided on an as -needed basis at
$100/hr. With the help of our', analytical staff the utility will be able to evaluate
In greater depth their "Measure, Learn, Target, and Implement" cycle leading
to more cost effective marketing based on efficiency gains toward program
goals.
Ongoing Billing Data Upload
- Quarterly customer elec. and water data update $ 20,000
Program Evaluation Package License
o Residential Programs (HEP) $4000
With energy and water measure summaries provided for items
listed in Table 1 and as implemented by agreement in the
residential program tracking spreadsheet.'"
Table 1
Current Residential "Programs" with Tracked Measures
HEP Measure Type Measure Sub -Type Savings
Rebates
Air Sealing and Insulation ...lots... E
HEP
Audit
Residential
AC Tune-up
Residential
Clothes Washer
and Dishwasher
Rebates
Residential
Refrigerator and
Freezer
Recycling
Rebates
Residential
Sprinkler
Rebates
Residential
HVAC ...lots... E
Windows ...lots... E
Measure Type Measure Sub -Type Savings
Audi Audit F
Measure Type Measure Sub -Tyne Savinos
AC Tune-up
AC Tune-up
E
Measure Type
Measure Sub -Type
Savings
Clothes Washer and
Clothes Washer and
Dishwasher
Dishwasher
E
Measure Type
Measure Sub -Type
Savings
Refrigerator & Freezer
I Refrigerator & Freezer
Recycling
Recycling
E
Measure Type
Measure Sub -Type
Savings
Rain Sensor
Rain Sensor
W
Weather -based Controller
Weather -based Controller
W
High-eMUancy Nozzles
Hlgh-emdency nozzles
W
Measure Type
Measure Sub -Type
Savings
Page 3 of 5
Toilet Rebates ,
Toilets
Toilets
W
Residential
Meaeura Type
i Measure Sub -Type
Savings
Sprinkler Audit
Audit
Audit
i
W
o Commercial Programs (BEP) $4000
With energy and water measure summaries provided for items
listed in Table 2 and as implemented by agreement in the
commercial program tracking spreadsheet. I
Table 2
Current Commercial "Programs" with Tracked Measures
BEP
Rebates
Measure Type
Measure Sub -Type
Savings
UghWtg
Ughling
E
Electric EIIIclency
Electric Efficiency
E
BTU
BTU
E
SBTU
SBTU
E
BEP
Assessment
Measure Type
Measure Sub -Type
Savings
Assessment
Assessment
E
Small
Commercial
Measure Type
Measure Sub -Type
Savings
AC Tune-up
AC Tune-up
AC Tune-up
E
Commercial
Custom Water
Measure Type
Measure Sub -Type
Savings
Eff
Custom
Custom
W
Commercial
Restroom
Measure Type
Measure Sub -Type
Savings
Rebates
Toilets
Toilets
W
Urinals
Urinals
W
Flushometer Toilets
Flushometer Toilets
W
Commercial
Sprinkler
Measure Type
Measure Sub -Type
Savings
Rebates
High -efficiency Nozzles
High -efficiency nozzles
W
Rain Sensor
Rain Sensor
W
Weather -based Controller 1
Weather -based Controller
W
Pressure regulators
Pressure regulators
W
Assessment
Assessment
W
Page 4 of 5
Commercial
i
Measure Type
Measure Sub -Type
Savings
Clothes Washer
and Dishwasher
Clothes Washer
CIDlhes Washer
W
Rebates
Dishwasher
Dishwasher
W
Residential Style
Measure Type
Measure Sub -Type
Savings
Refrigerator I
Freezer
Refrigerator & Freezer
Refrigerator & Freezer
E
Recycling
Recycling
Recycling
Residential Style
Measure Type
Measure Sub -Type
Savings
Clothes Washer
and Dishwasher
Clothes Washer and
Clothes Washer and
E
Rebates
Dishwasher
Dishwasher
o ClimateWise $4000
o Ft ZED Tracking and Reporting $4000
$ 16,000
New Program Setup
For new program setup, If the program participant data is not sent in the prearranged
program tracker file format, SE analytical hours may be applied to fulfill custom
formatting and program loading as necessary.
o HEP Appliance Rebates (J-Codes; Elec $ Water) $2500
o Residential SprinklerlAudits $2500
o Ft ZED Tracking and Reporting $2500
o OPower Home Energy Report Tracking $2500
I
$ 10,000
Total $ 86,000
Custom Support
(Project Addendum, subject to further discussions)
- ClimateWise RU reports
- ClimateWise auto upload to MyClimateWise database
- Water efficiency program weather normalization protocol including land
uselturf fraction characterization
Measure reporting to be handled by update to the tracker file transmitted quarterly
(including appliance and water transactions)
Page 5 of 5
Purchase Order Terms and Conditions
Page 2 of 2
I. COMMERCIAL DETAILS.
Tax exemptions. By statute the City of Fort Collins is exempt from state and local taxes. Our Exemption Number is 11. NONWAIVER.
98-04502. Federal Excise Tax Exemption Cenifieate of Registry 84-6000587 is registered with the Collector of Failure of the Purchaser to insist upon strict performance of the terms and conditions hereof, failure or delay to
Internal Revenue, Dcover, Colorado (Rcf. Colorado Revised Statutes 1973. Chapter 39-26. 114 (a). exercise any rights or remedies provided herein or by law, failure to promptly notify the Seller in the event of a
breach. the acceptance ofor payment for goods hereunder or approval ofthe design, shall not release the Sellcrof
Goods Rejected. GOODS REJECTED due to failure to meet specifications, either when shipped crduc to defects of any of the warranties or obligations of this purchase order and shall not be deemed a waiver of any right of the
damage in transit, may be rctumed to you for credit and are not to be replaced except upon receipt of written purchaser to insist upon strict performance hemofor any of its rights or remedies as to any such goods, regardless
instructions from the City of Fort Collins. of when shipped, received or accepted. as to any prior or subsequent default hereunder, nor shall any purported
oral modification or rescission of this purchase order by the Purchaser operate as a waiver of any of the terms
Inspection. GOODS arc subject to the City of Fort Collins inspection on arrival. hereof.
Final Acceptance. Receipt of the merchandise, services or equipment in response to this order can result in 12. ASSIGNMENT OF ANTITRUST CLAIMS,
authorized payment on the pan of the City of For Collins. However, it is to be understood that FINAL Seller and the Purchaser recognize that in actual economic practice, overcharges resulting from antitrust
ACCEPTANCE is dependent upon completion ofall applicable required inspection procedures. violations are in fact home by the Purchaser. Theretofore, for good cause and as consideration for executing this
purchase order, the Seller hereby assigns to the Purchaser any and all claims it may now have or hereafter
Freight Terms. Shipments must be F.O.B., City of Fort Collins, 700 Wood St., Fort Collins, CO 80522. unless acquired under federal or state antitrust laws for such overcharges relating to the particular goods or services
otherwise specified on this order. If pmnisdon is given to prepay freight and charge separately, the original freight purchased or acquired by the Pumhawr pursuant to this purchase order.
bill must accompany invoice. Additional charges for packing will not he accepted.
13. PURCHASERS PERFORMANCE OF SELLERS OBLIGATIONS,
Shipment Distance. Where manufacturers have distributing points in various paw of the country, shipment is Ifthe Purchaser directs the Seller to correct nonconforming or defective goods by a date to be agreed upon by the
expected from the nearest distribution point to destination, and excess freight will be deducted from Invoice when Purchaser and the Seller, and the Seller thereafter indicates its inability or unwillingness to comply, the Purchaser
shipments are made from greater distance. may cause the work to be performed by the most expeditious means available to it, and the Seller shall pay all
costs amcetmcd with such work.
Permits. Seller shall procure at sellers sole cost all necessary permits, certificates and licenses required by all
applicable laws, regulations, ordinances and rules of the state, municipality, territory or political subdivision where
the work is performed, or required by any other duly constituted public authority having jurisdiction over the work
of vendor. Seller further agrees to hold the City of Fort Collins harmless from and against all liability and loss
incurred by them by reason of an asserted or established violation of any such laws. regulations, ordinances, rates
and requirements.
Authorization. All parties to this contract agree that the representatives arc, in fact, bona fide and possess full and
complete authority to bind said panics.
LIMITATION OF TERMS. This Purchase Order expressly limits acceptance to the terms and conditions stated
herein set forth and any supplementary or additional terms and conditions annexed hereto or incorporated herein by
reference. Any additional or different terns and conditions proposed by seller arc objected to and hereby rejected.
2. DELIVERY.
PLEASE ADVISE PURCHASING AGENT immediately if you cannot make complete shipment to arrive on your
premised delivery date as noted. Time is ofthe essence. Delivery and performance must be effected within the time
stated on the purchase order and the documents attached hereto. No acts of the Purchasers including, without
limitation, acceptance of partial late deliveries, shall operate as a waiver ofthis provision. In the event of any delay,
the Purchaser shall have, in addition to other legal and equitable remedies, the option of placing this order elsewhere
and holding the Seller liable for damages. However. the Seller shall not be liable for damages as a result of delays
due to causes not reasonably foreseeable which arc beyond its reasonable control and without its fault ofnegligence,
such acts of God, acts fcivil or military authamics, governmental priorities, fires, strikes, Bond, epidemics, wars or
riots provided that notice of the conditions causing such delay is given to the Purchaser within five (5) days of the
time when the Seller first received knowledge thereof. In the event of any such delay, the date of delivery shall be
extended for the period equal to the time actually lost by reason of the delay.
3. WARRANTY.
The Seller warrants that all goods, anictes, materials and work covered by this order will confnrm with applicable
drawings, specifications samples and/or other descriptions given, will be fit for the purposes intended, and
performed with the highest degree of cam and competence in accordance with accepted standards for work of a
similar nature. The Seller agrees to hold the purchaser harmless from any loss, damage or expense which the
Purchaser may suffer or incur on account of the Sellers breach of warranty. The Seller shall replace, repair or make
good, without cost to the purchaser, any defects or faults arising within one (1) year or within such longer period of
time as may be prescribed by law or by the terms of any applicable warranty provided by the Seller after the date of
acceptance of the goods famished hereunder (acceptance not to be unreasonably delayed), resulting from imperfect
or defective work done or materials famished by the Seller. Acceptance or use of goods by the Purchaser shall not
constitute a waiver of any claim under this warranty. Except as otherwise provided in this purchase order, the Sellers
liability hereunder shall extend to all damages proximately caused by the breach of any of the foregoing warranties
or guarantees, but such liability shall in no event include loss of profits or loss of use. NO IMPLIED WARRANTY
OR MERCHANTABILITY OR OF FITNESS FOR PURPOSE SHALL APPLY.
4. CHANGES IN LEGAL TERMS.
The Purchaser may make changes to legal more; by written change order.
5. CHANGES IN COMMERCIAL TERMS.
The Purchaser may make any changes to the trans, other than legal temt,s, including additions to or deletions from
the quantities originally ordered in the specifications or drawings, by verbal or written change order. If any such
change atTmis the amount due or the time of performance hereunder, an equitable adjustment shall be made.
6. TERMINATIONS.
The Purchaser may at any time by written change order, terminate this agreement as to any or ell portions of the
goods then not shipped, subject to any equitable adjustment between the panics as to any work or materials then in
progress provided that the Purchaser shall not be liable for any claims for anticipated profits on the uncompleted
ponion ofthe goods and/or work, fm incidental or consequential damages, and that no such adjustment be made in
favor of the Seller with respect to any goods which arc the Sellers standard stork. No such termination shall relieve
the Purchaser or the Seller of any of their obligations as to any goods delivered hereunder.
7. CLAIMS FOR ADJUSTMENT.
Any claim for adjustment must be aver cd within thirty (30) days from the date the change or termination is
ordered.
8. COMPLIANCE WITH LAW.
The Seller warrants that all grads sold hereunder shall have been produced, sold, delivered and furnished in strict
compliance with all applicable laws and regulations to which the goods are subject. The Seller shall execute and
deliver such documents as may be required to effect orevidence compliance. All laws and regulations required to be
incorporated in agreements of this character arc hereby incorporated herein by this reference. The Seller agrees to
indemnify and hold the Purchaser hamdess from all costs and damages suffered by the Purchaser as a result of the
Sellers failure to comply with such law.
9. ASSIGNMENT.
Neither party shall assign, transfer, or convey this order, or any monies due or to become due hereunder without the
prior writen consent of the other party.
10. TITLE.
The Seller warrants full, clear and unreshicted title to the Purchaser for all equipment, materials, and items furnished
in pMomranee of this agreement, free and clear of any and all liens, restrictions, reservations, security interest
encumbrances and claims of others.
The Seller shall release the Purchaser and its contractors of any tier from all liability and claims of any nature
resulting from the performance ofsuch work.
This release shall apply even in the event of fault of negligence of the parry released and shall extend to the
directors, officers and employees of such party.
The Seller's contractual obligations, including warranty, shall not be deemed to be reduced, in any way, because
such work is performed or caused to be performed by the Purchaser.
14. PATENTS.
Whenever the Seller is required to use any design, device, material or process covered by letter, patent, trademark
or copyright, the Seller shall indemnify and save harmless the Purchaser from any and all claims for infringement
by mason of the use of such patented design, device, material or process in connection with the contract, and
shall indemnify the Purchaser for any cost, expense at damage which it may be obliged to pay by reason of such
infringement at any time during the prosecution or after the completion of the work. In case said equipment, or
any pan thereof or the intended use of the goods, is in such suit held to constitute infringement and the use of
said equipment or pan is enjoined, the Seller shall, at its own expense and at its option, either procure for the
Purchaser the right to continue using said equipment or pans, replace the same with substantially equal but
noninffinging equipment, or modify it so it becomes nonini inging.
15. INSOLVENCY.
If the Seller shall become insolvent or bankrupt, make an assignment for the benefit of creditors, appoint a
receiver or trustee for any of the Sellers property or business, this order may forthwith be canceled by the
Purchaser without liability.
16. GOVERNING LAW.
The definitions oftemrs used or the interpretation ofthe agreement and the rights ofall panics hereunder shall be
construed under and governed by the laws ofthe State of Colomdo, USA.
The following Additional Conditions apply only in cases where the Seller is to perform work hereunder,
including the services of Scllcrs Representative(s), on the premises ofothers.
17. SELLERS RESPONSIBILITY.
The Seller shall carry oa said mark at Sellers own risk until the same is fully completed and accepted, and shall,
in case of any accident, destruction or injury to the work and/or materials before Seller's final completion and
acceptance, complete the work at Scllcrs own expense and to the satisfaction ofthe Purchaser. When materials
and equipment arc famished by others for installation or erection by the Seller, the Seller shall receive, unload,
store and handle same at the site end become responsible therefor as though such materials and/or equipment
were being furnished by the Seller under the order.
18. INSURANCE.
The Seller shall, at his own expense, provide for the payment of workers compensation, including occupational
disease benefits, to its employees employed on or in connection with the work covered by this purchase order,
and/or to their dependents in accordance with the laws ofthe state in which the work is to be done. The Seller
shall also carry comprehensive general liability including, but not limited to, contractual and automobile public
liability insurance with bodily injury and death limits of at least S300,000 for any one person. S500,000 for any
one accident and property damage limit per accident of S400,000. The Seller shall likewise require his
contractors, if any, to provide for such compensation and insurance. Before any of the Sellers or his contractors
employees shall do any work upon the premises ofothers, the Seller shall famish the Purchaser with a certificate
that such compensation and insurance have been provided. Such certificates shall specify the date when such
compensation and insurance have been provided. Such certificates shall specify the date when such compensation
and insurance expires. The Seller agrees that such compensation and insurance shall be maintained until after the
entire work is completed and accepted.
19. PROTECTION AGAINST ACCIDENTS AND DAMAGES.
The Seiler hereby assumes the entire responsibility and liability for any and all damage, loss or injury ofany kind
or nature whatsoever to persons or property caused by or resulting from the execution ofthc work provided for in
this purchase order or in connection herewith. The Seller will indemnify, and hold harmless the Purchaser and any
or all of the Purchasers officers, agents and employees from and against any and all claims, losses, damages,
charges or expenses, whether direct or indirect, and whether to persons or property to which the Purehascr may
be put or subject by reason of any act, action, neglect, omission at default on the pan of the Seller, any of his
contractors, or any of the Sellers or contractors officers, agents or employees. In case any suit or other
proceedings shall be brought against the Purchaser, or its officers, agents or employees at any time on account or
by reason of any act, action, neglect, omission or default of the Seller of any of his contractors or any of its or
their officers, agents or employees as aforesaid. the Seller hereby agrees to assume the defense thereof and to
defend the same at the Scllcrs own expense, to pay any and all costs charges, attorneys fees and other expenses,
any and all judgments that may be incurred by or obtained against the Pumhoser or any of its or their officers,
agents or employees in such suits or other proceedings, and in case judgment or other lien be placed upon or
obtained against the property of the Purchaser, or said panics in or as a result of such suits or other proceedings,
the Seiler will at once cause the same to be dissolved and discharged by giving bond or otherwise. The Seller and
his contractors shall take all safety precautions, famish and install all guards necessary for the prevention of
accidents, comply with all laws and regulations with regard to safety including, but without limitation, the
Occupational Safety and Health Act of 1970 and all rates and regulations issued pursuant thereto.
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https://www.epls.gov/epls/search.do 1 10/25/2011
Carbon City Sustainability Management Information System
9/1/2011
Scope of Work (2012 Contract Extension, Rev 6)
1. BACKGROUND AND OBJECTIVES
Fort Collins Utilities (Utilities) has purchased an enabling technology platform to target,
track, quantify and report resource usage for carbon reduction trends, consumption
trends and demand -side management program effectiveness. The SIMS (Sustainability
Information Mgmt. System) platform provides an interface between the Utilities' account
records, geographic information system (GIS) data, tax assessor information and
current/historic weather data. Pilot testing of the SIMS query and reporting capabilities
suggests that Utilities energy efficiency programs can benefit from improved outreach
targeting- and program tracking and evaluation. These enhanced efficiency program
results would further the City's carbon reduction goals and would improve program
efficiency, accountability and data quality.
In response to aggressive goals in adopted City policies (see the Climate Action Plan,
Energy Policy and Water Conservation Plan at www.fcoov.com) and those which will be
updated in 2010 (City Plan, Transportation Master Plan and Green Building), the City
continues to expand and enhance the programs it offers to customers in the areas of
energy and water efficiency and other climate protection strategies. The City has a
carbon emissions reduction goal of 20% below 2005 levels by 2020 and 80% below by
2050. The Climate Wise program has a goal to increase reported carbon reductions by
10,000 tons annually and a program target of 140,000 avoided tons by 2012; the
reductions include savings from energy, water, waste and transportation measures. The
Energy Policy includes an overall target for savings from energy efficiency programs of
1.5% of the community's electric use. This is equivalent to 22,000 megawatt -hours of
annual savings or greenhouse gas (GHG) emissions reductions of 16,180 metric tons of
carbon dioxide equivalent (mt-CO2e). Total efficiency program savings in 2008 and
2009 were 11,000 and 14,000 MWh, respectively. Reaching the savings goals for 2010
and beyond will require more than a 50% increase in program savings, and thus
significant increases in program participation are needed. The objective in ongoing use
of the SIMS to provide a comprehensive solution that will:
1. Provide detailed utility customer characterization for enhanced targeting of
program marketing to increase participation rates in residential and commercial
programs;
2. Provide an outreach tool for Climate Wise program partners and efficiency
program participants that will present them with their energy use trends,
normative group comparisons, and enable sharing of best practices; and
3. Track the weather normalized energy use changes of efficiency program
participants to better quantify program impacts.
2. TASKS AND PROJECT MANAGEMENT
Staff Roles
Initial setup and testing will be coordinated by Utilities with management lead taken by
Norm Weaver, Energy Services. The key individual to coordinate data exchange will be
Matt Scheetz with the City IT department. The substantive work to set up and maintain
the system will be performed by staff with Symbiotic (principally Tim Hillman, Mark
Reiner, and Nick Nimmer). The project leads for the target City programs (Climate Wise
— Kathy Collier, Business Efficiency Program — Kelley Gonzales, and Home Efficiency —
Kaye Mathea) will develop implementation plans to establish targets and metrics in each
program area.
2011-2012 Task List
TASK
Estimated Cost
Annual License including Custom Analysis Services: Includes online access
to the SIMS platform for 12 months plus 100 hours of available analytical time to
consult and report on the full life cycle of residential and commercial program and
marketing efforts. License period is to cover 12 months from Oct. 1, 2011 to
Sept. 30, 2012.
Including the following software enhancements:
• Update for program impact summaries by measure
• Update to aggregate meters by customer
• Update for general weather normalization of energy data
• Update for analyzing indoor and outdoor water use
o Indoor/outdoor water use disaggregations will be available to expand program
evaluations and enhance program targeting in the 2011-2012 license year.
• Update to include demand data
o FCU will be able to utilize a portion of SE's allotted analytical staff time to
derive targeting lists of commercial customers, which includes information
about customers' demand along with other consumption and building
characteristics data.
• Update to search/filter by program participation (including but not limited to
OPower Home Energy Report recipients)
o FCU will be able to utilize a portion of SE's allotted analytical staff time to
derive targeting lists of commercial customers, which includes information
about customers' prior program participation along with other consumption
and building characteristics data.
• Update for premise list from query results
o Customer/premise lists will be apart of the SIMS, as well as mapping, in
2011-2012 license year. The lists and maps will be made available as specific
to the report from which it is generated, e.g. queries from the Consumption
Detail Report will be within the query range of that report.
$ 40,000
(Optional) Additional Analytical Hours: $100/hour - Additional staff hours for
custom analytical services can be provided on an as -needed basis at $100/hr. With the
help of our analytical staff the utility will be able to evaluate in greater depth their
"Measure, Learn, Target, and Implement" cycle leading to more cost effective
marketing based on efficiency gains toward program goals.
Ongoing Billing Data Upload
- Quarterly customer elec. and water data update $ 20,000
Program Evaluation Package License
o Residential Programs (HEP) $4000
With energy and water measure summaries provided for items listed in
Table 1 and as implemented by agreement in the residential program
tracking spreadsheet. **
Table 1
Current Residential "Programs"
with Tracked Measures
HEP
Measurer yPe
Measure Sub -Type
Savings
Rebates
Air Sealing and Insulation
...lots...
E
HVAC
...lots...
E
Windows
...lots...
E
HEP
Measure Type
Measure Sub -Type
Savings
Audit
Audit
Audit
E
Residential
Measure Type
Measure Sub -Type
Savings
AC Tune-up
AC Tune-up
AC Tune-up
E
Residential
Measure Type
Measure Sub -Type
savings
Clothes Washer
and Dishwasher
Clothes Washer and Dishwasher
Clothes Washer and Dishwasher
E
Rebates
Residential
Measure Type
Measure Sub -Type
Savings
Refrigerator and
Freezer Recycling
Refrigerator & Freezer Recycling
Refrigerator & Freezer Recycling
E
Rebates
Residential
Measure Type
Measure Sub -Type
Savings
Sprinkler
Rebates
Rain Sensor
Rain Sensor
W
Weather -based Controller
Weather -based Controller
W
High -efficiency Nozzles
High -efficiency nozzles
W
Residential
Toilet Rebates
Measure T YPe
Measure Sub -Type
Savings
Toilets
Toilets
W
Residential
Measure Type
Measure Sub -Type
Savings
Sprinkler Audit Audit Audit W
o
Commercial Programs (BEP)
$4000
With energy and water measure
summaries provided
for items listed in
Table 2 and as implemented by agreement in the
commercial program
tracking spreadsheet. **
Table 2
Current Commercial "Programs" with Tracked Measures
BEP
MeasureType
Measure Sub -Type
Savings
Rebates
Lighting
Lighting
E
Electric Efficiency
Electric Efficiency
E
BTU
BTU
E
SBTU
SBTU
E
BEP
Assessment
Measure Type
Measure Sub -Type
Savings
Assessment
Assessment
E
Small
MeasureType
Measure Sub -Type
Savings
Commercial
AC Tune-up
AC Tune-up
AC Tune-up
E
Commercial
Custom Water
Measure Type
Eff
Measure Sub -Type
Savings
Custom
Custom
W
Commercial
Restroom
Measure Type
Measure Sub -Type
Savings
Rebates
Toilets
Toilets
W
Urinals
Urinals
W
Flushometer Toilets
Flushometer Toilets
W
Commercial
Measure Type
Measure Sub -Type
Savings
Sprinkler
Rebates
High -efficiency Nozzles
High -efficiency nozzles
W
Rain Sensor
Rain Sensor
W
Weather -based Controller
Weather -based Controller
W
Pressure regulators
Pressure regulators
W
Assessment
Assessment
W
Commercial
Measure Type
Measure sub -Type
Savings
Clothes Washer
and Dishwasher
Clothes Washer
Clothes Washer
W
Rebates Dishwasher
Dishwasher yy
Residential Style
Refrigerator /
Measure Type
Measure Sub -Type Savings
Freezer Recycling
Refrigerator & Freezer Recycling
Refrigerator & Freezer Recycling E
Residential Style
Clothes Washer
Measure Type
Measure Sub -Type Savings
and Dishwasher
Clothes Washer and Dishwasher
Clothes Washer and Dishwasher E
Rebates
o ClimateWise
o Ft ZED Tracking and Reporting
$4000
$4000
$ 16,000
New Program Setup
For new program setup, if the program participant data is not sent in the prearranged program
tracker file format, SE analytical hours may be applied to fulfill custom formatting and program
loading as necessary.
o HEP Appliance Rebates (J-Codes; Elec & Water) $2500
o Residential Sprinkler Audits $2500
o Ft ZED Tracking and Reporting $2500
o OPower Home Energy Report Tracking $2500
$ 10,000
Total $ 86.000
Custom Support
(Project Addendum, subject to further discussions)
- ClimateWise RU reports
- ClimateWise auto upload to MyClimateWise database
- Water efficiency program weather normalization protocol including land
use/turf fraction characterization
"" Measure reporting to be handled by update to the tracker file transmitted quarterly
(including appliance and water transactions)
Carbon City Sustainability Information Management System
10/17/2011
Addendum to 2012 Scope of Work
Objective
Enhance Indoor and Outdoor Water Use Assessment and Weather Normalization
Background
Separating water utility bills into indoor and'outdoor use and better understanding
associated intensities, while removing the variations of weather from outdoor water use,
is critical to better understand program effectiveness and to use this information to guide
future program direction. The following proposed scope of work begins with the required
land cover type data input, then indoor and outdoor water use and intensities, followed by
outdoor water normalization. All of these aspects will be summarized in the various
deliverables proposed in this scope of work.
Staff Roles
The project lead for this Scope of Work is Laurie D'Audney, with support from Lucas
Moutlet.
Task 1: Land Cover Analysis
A city-wide land cover type analysis is required for weather normalization and
acquisition of this data for Fort Collins will take three months to complete. As part of the
final steps to the land cover type analysis, the land cover data will be intersected with
parcel polygons to derive land cover areas per parcel (i.e., square footage of turf,
impervious, bare soil, trees/shrubs). Next, parcel data is linked to water utility billing
accounts and loaded into the SIMS database. The resultant land cover type data output
can be used for a multitude of other uses within the city, including stormwater planning,
flood modeling, tree canopy studies, tree planting projects, city master plans, growth
projections, etc. Symbiotic Engineering (SE) will provide the relevant GIS layers and
associated database tables that provide the tax assessor's parcel ID number with the
square footage of turf, trees/shrubs, impervious, and bare soil which can then be used for
other City needs.
Task 2: Indoor and Outdoor Water Use and Intensities
Weather normalization first requires quantification of indoor and outdoor water use and
associated intensities (gal indoor/ building square foot, gal outdoor/square foot of turf
area) at the parcel level and totaled for city-wide comparisons. The indoor and outdoor
water use output provides insights to how outdoor water use composes approximately
half of total water use with a spike in peak summer demand that is often three to four
times higher than winter (i.e., indoor only) use. When compared against the mean/median
within these groups, a very clear program targeting list can be output. The weather
normalization procedure is discussed further below.