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Home My WebLink AboutCORRESPONDENCE - RFP - 9046 AUTOMATED CUSTOMER CONSENT MANAGEMENTUtilities Work Order Form Official Purchasing Form Last updated 10/2017 WORK ORDER PURSUANT TO A MASTER AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND UTILITYAPI, INC. WORK ORDER NUMBER: 1 PROJECT TITLE: Engagement Platform Development ORIGINAL BID/RFP NUMBER & NAME: 9046 Automated Customer Consent Management MASTER AGREEMENT EFFECTIVE DATE: January 10, 2020 OWNER’S REPRESENTATIVE: Kirk Longstein WORK ORDER COMMENCEMENT DATE: February 1, 2020 WORK ORDER COMPLETION DATE: December 31, 2020 MAXIMUM FEE: (time and reimbursable direct costs): $125,000.00 PROJECT DESCRIPTION/SCOPE OF SERVICES: See Attachment A. Service Provider agrees to perform the services identified above and on the attached forms in accordance with the terms and conditions contained herein and in the Master Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Master Agreement and this Work Order (including the attached forms) the Master Agreement shall control. The attached forms consisting of three (3) pages are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given after all parties have signed this document. SERVICE PROVIDER: UtilityAPI, Inc. By: Date: Name: Title: DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8 Lynne Wander Chief Operating Officer 2/3/2020 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 OWNER’S ACCEPTANCE & EXECUTION: This Work Order and the attached Contract Documents are hereby accepted and incorporated herein by this reference. ACCEPTANCE: Date: Kirk Longstein, Project Manager REVIEWED: Date: Marisa Donegon, Buyer ACCEPTANCE: Date: Brian Tholl, Energy Services Senior Supervisor ACCEPTANCE: Date: John Phalen, Energy Services Senior Manager ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8 2/3/2020 2/3/2020 2/6/2020 2/7/2020 2/7/2020 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT A WORK ORDER SCOPE OF SERVICES Under this Work Order, Service Provider shall perform the following tasks: • Task 1: Customer verification, and consent documentation Professional will provide templates, example policy language, and direct consulting support in the creation of business processes and polices required for the Professional’s “Engagement Platform”. The business process adopted by City of Fort Collins Utilities (Utilities) administrative policy will fit the Engagement Platform functionality and includes but is not limed to: allow the customer to control access to his or her data for Secondary Purposes (i.e., to authorize differential access to multiple Third Parties, limit the duration of access, keep a record of data releases, rescind authorizations, and revoke the authorization. Initial principal use will be to support transmission of customer energy consumption records to customers and select solar contractors. Estimated timeline: Approximately 3 months from the project start. • Task 2: Identify and format data The City will provide Professional with the data needed to fulfill these requests and will create a data lake and various scripts. Professional will coordinate with Utilities to identify the energy and water data types to be released following OpenESPI standards (i.e., Green Button). Professional will provide a standardized, certified Green Button Connect that will allow Utilities to provide fully-automated energy and water usage data to third-parties requesting data for their water/energy efficiency, solar and any other distributed energy resources projects, using the authorization and authentication business processes established by Task 1. Estimated timeline: Approximately 2 months • Task 3: Sandbox testing Professional will begin sandbox testing: (1) Engagement Platform sends data requests from third-parties to customers; (2) allows customers to authorize the data request through a user-friendly online authorization form, (3) verifies the identity of the customer through the use of a One-Time Passcode, and (4) allows the customer to manage their authorizations. Setting up the system, including a third-party interface, public-facing pages including support pages, and an admin interface for Utilities to manage and review authorizations and obtain reporting on the usage of the system. Estimated timeline: Approximately 2 months. • Task 4: Reporting capabilities Professional will provide Utilities Program Manager capabilities within the Engagement Platform to keep a record of the data released in a searchable and accessible repository. Reporting capabilities include but are not limited to metadata of requests by third-parties, customer consent given, datasets transferred, and any additional direction given by the customer of record, timestamps for such metadata, expiration of permissions, etc. • Task 5: EPA Portfolio Manager web services Professional will provide a connection and authentication system for the Environmental DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 Protection Agency (EPA) ENERGY STAR Portfolio Manager. Professional will develop a complete application-programming interface (API) that integrates with the Engagement Platform to facilitate data exchange with Portfolio Manager. The automation developed will walk the customer through the process of connecting to the Utilities ENERGY STAR Portfolio Manager account, verify the customer's identity through the use of a One-Time Passcode, provide a list of meters for the customer, and confirm the meter list. The Utilities Program Manager, via the ENERGY STAR Portfolio Manager account, will have access to the Professional dashboard and will be able to release the data to the requesting third-party via the engagement platform. Capabilities provided by Professional’s engagement platform includes two key functions: o Import customer utilities (electric and water) data into ENERGY STAR Portfolio Manager on a recurring monthly basis. o Export metrics out of ENERGY STAR Portfolio Manager once per year from Utilities master account. Additional Deliverables: • Professional shall work with the Utilities Project Manager to develop an internal staff training and external communications plan to document and communicate requirements for processes that allow the customer to control access to data for secondary purposes (i.e., authorize access to multiple third parties, limited duration of access, how Utilities maintain a record of data releases, how to rescind authorization.) • Professional will work with the Utilities Project Manager to develop a comprehensive project plan (roadmap) that identifies the tasks, defines roles/responsibilities, and provides a timeline for completion of tasks. Major roadmap milestone includes: o Deliver Professional Engagement Platform capabilities to support up to 1000 Utility Customers and participating solar contractors by August 31, 2020. o Provide EPA Portfolio Manager web services to 600 commercial building owners by November 30, 2020. Schedule: • All tasks and deliverables under this Work Order must be completed by November 30, 2020 DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT B WORK ORDER COST DETAIL The City shall pay the Professional a fixed fee of $125,000 for all tasks and deliverables described in this Work Order. DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8 Utilities Work Order Form Official Purchasing Form Last updated 10/2017 ATTACHMENT C CERTIFICATE OF INSURANCE CONTRACTOR shall submit Certificate of Insurance in compliance with the Contract Documents. DocuSign Envelope ID: CC96E000-B9B1-4348-AE57-770FD1CEBFB8