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CM-10-07-150SAVING ENERGY MAKES CENTS Print Form`. Data Center Market Transformation Program Application (Data Center MTP) Please complete, sign, and submit this application for consideration of your project. We will review the application within 10 days of receipt. Please submit the application to: Data Center Market Transformation Program Willdan Energy Solutions/Intergy Corp. 11875 Dublin Blvd., Suite A 201 Dublin, CA 94568 For questions contact Jay Brummett at 214.471.7861 or jay.brummett@intergycorp.com CUSTOMER INFORMATION (Customer, Business Owner, Parent Company, Property Manager) Customer Name City of Round Rock Customer Mailing Address 221 E. Main City Round Rock State TX Contact Name Heath Douglas Title Infrastructure Manager ZIP 78664 Contact Telephone Number 512-218-5508 Contact Fax Number 512-341-3301 Contact E -Mail Address hdouglas@round-rock.tx.us PROJECT SITE INFORMATION (SITE OF PROJECT) (Attach additional sheets if multiple sites) Project Name. Virtual Machine Server Project Project Site Address City Round Rock 601 Jeffrey Way (aka 2401 N. Mays St.) State TX ZI p 78665 Contact Name at Project Site Heath Douglas Contact Title Infrastructure Manager Contact Telephone Number 512-218-5508 Contact Fax Number 512-341-3301 Contact E -Mail Address hdouglas@round-rock.tx.us ESIID Number: 1044372 -000-3397544 or 1017699 SAVING ENERGY MAKES CENTS MTP Application Page 4 I have read and understand the program requirements and terms and conditions set forth in this Application. I certify that the information I have provided is true and correct, and the Project(s) for which I am requesting incentive(s) meet the requirements in this application package. Furthermore, I understand and agree that I must meet all eligibility criteria in order to receive a payment under this program. Customer Contact Name (Print) tarries R. Nuse, P.E. Title City Manager Signature Date PLEASE MAKE A COPY OF THIS DOCUMENT FOR YOUR FILES Take A Load Off, Texas® is provided by Oncor Electric Delivery LLC as part of the company's commitment to reduce energy consumption and demand. Willdan Energy Solutions/lntergy Corp. implements the Take A Load Off, Texas Data Center Market Transformation Program as an independent contractor. For more information visit www.takealoadofftexas.com. SAVING ENERGY MAKES CENTS Print Form Data Center Market Transformation Program Application (Data Center MTP) Please complete, sign, and submit this application for consideration of your project. We will review the application within 10 days of receipt. Please submit the application to: Data Center Market Transformation Program Willdan Energy Solutions/Intergy Corp. 11875 Dublin Blvd., Suite A 201 Dublin, CA 94568 For questions contact Jay Brummett at 214.471.7861 or jay.brummett@intergycorp.com CUSTOMER INFORMATION (Customer, Business Owner, Parent Company, Property Manager) Customer Name City of Round Rock Customer Mailing Address 221 E. Main City Round Rock Contact Name Heath Douglas State TX zip 78664 Title Infrastructure Manager Contact Telephone Number 512-218-5508 Contact Fax Number 512-341-3301 Contact E -Mail Address hdouglas@round-rock.tx.us PROJECT SITE INFORMATION (SITE OF PROJECT) (Attach additional sheets if multiple sites) Project Name Virtual Machine Server Project Project Site Address 221 E. Main City Round Rock State TX Contact Name at Project Site Heath Douglas ZIP 78665 Contact Title Infrastructure Manager Contact Telephone Number 512-218-5508 Contact Fax Number 512-341-3301 Contact E -Mail Address hdouglas@round-rock.tx.us ESIID Number: 1044372 -000-3403620 or 1017699 www.takealoadofftexas.com SAVING ENERGY MAKES CENTS PAYMENT INFORMATION CHECK SHOULD BE MADE PAYABLE TO: Payee: Customer or Project Sponsor Telephone Number (512)671-2876 City of Round Rock MTP Application Page 2 Fax Number (512)218-5442 Mailing Address 221 E Main St. City Round Rock State TX Zip 78664 Contact Name Laurie Born Title Grant Coordinator Contact E -Mail Address (born@round-rock.tx.us Federal Tax ID 74-6017485 Incentives are taxable and if greater than $600 will be reported to the IRS. You will be required to submit a completed W9 for tax purposes. Willdan Energy Solutions/lntergy Corp. will report your rebate as income on IRS form 1099. Please consult your tax advisor concerning the taxability of rebates. AGREEMENT I understand and agree that neither Data Center MTP nor Oncor have made any warranties or representations regarding the qualifications of the Project Sponsor, who will be responsible for the installation of the energy efficiency measures covered by this Application. I understand and agree that I am solely responsible for the selection of the Project Sponsor to implement the Project. I understand and agree that the Project Sponsor is an independent contractor and is not authorized to make any representation on behalf of Oncor. I understand and agree that Oncor will have no role in resolving any disputes between me, the Project Sponsor, and/or any other third parties. Furthermore, I understand and agree that I am not considered to be an agent, distributor or representative of Oncor, nor shall I act as an agent of Oncor directly or by implication. I understand and agree that the energy savings, incentives, and installation costs are estimates only and are subject to change based on Data Center MTP and Oncor's reviews and approvals, and that I am solely responsible for the selection, purchase, installation, and ownership of the measures and services under this program. understand and agree that the Project must be completed and inspected by 12/15/09. understand and agree that 100 percent of the incentives will be paid only for those portions of the Project that are completed and inspected by 12/15/09. www.takealoadofftexas.colrn MTP Application Page 3 By signing below, I expressly warrant that I have the authority to contract on behalf of the legal owners of the Project Site, for installation of the measures, or I have obtained the permission of the legal owner of the Project Site to install the energy efficiency measures under my contract with the Project Sponsor. I understand the program will require inspections, measurements, and/or verification of installations of measures applied for, and I agree to provide access to the Project Site for those purposes to Data Center MTP and Oncor and/or its agents or assigns. Pre -inspection is required for this Project and the Application must be submitted prior to installation. As a qualified Oncor customer, I certify that the indicated energy savings products are for use in my business facility and not for resale. I agree to provide Data Center MTP with documents establishing paid proof of purchase and installation of the measures applied for in this Application. I understand the rebate payments are based on related energy benefits over the life of the installed measures. I understand and agree that submission of this Application is not a guarantee of payment by Data Center MTP, nor is it a guarantee of program funds' availability. This program has a limited budget. Applications/Reservations are accepted on a first-come, first-served basis, until allocated funds are spent. I agree that I have not received rebates, incentives or services for the same measure(s) from another utility, state or local program, and understand that this program is funded by Texas utility ratepayers and administered under the auspices of the Public Utility Commission of Texas (PUCT). This program may be modified or terminated without notice. I understand and agree that Data Center MTP and Oncor make no express or implied warranties or representations regarding manufacturers, dealers, contractors, materials, or workmanship. also understand and agree that both Data Center MTP and Oncor specifically disclaim and make no representations or warranties, whether expressed or implied, including without limitation, the implied warranties of merchantability and fitness for any particular purpose, use, or application of the products or measures, or any warranties arising from the course of dealing or performance. agree to indemnify and defend (to the extent permitted by laws limiting such activities by governmental entities), and to hold harmless, and here by release both Data Center MTP and Oncor, their affiliates, partners, subsidiaries, parent companies, officers, directors, agents, and employees, from and against any and all liabilities (legal, contractual, or otherwise), costs, claims, demands, losses, damages, and expenses, including, without limitation, reasonable attorneys fees, arising from third -party claims brought against Data Center MTP and Oncor or its affiliates, partners, subsidiaries, parent companies, officers, directors, agents, and employees, for personal injury or death or damage to real property or tangible personal property to the extent caused by the acts or omissions of any individual providing services related to this agreement hereunder, or any acts which arise from or are in any way connected with any measure installed. www.takealoadofftexas.com SAVING ENERGY MAKES CENTS MTP Application Page 4 I have read and understand the program requirements and terms and conditions set forth in this Application. I certify that the information I have provided is true and correct, and the Project(s) for which I am requesting incentive(s) meet the requirements in this application package. Furthermore, I understand and agree that I must meet all eligibility criteria in order to receive a payment under this program. Customer Contact Name (Print) James R. Nuse, P.E. Title City Manager Signature Date July 23 201 PLEASE MAKE A COPY OF THIS DOCUMENT FOR YOUR FILES Take A Load Off, Texas® is provided by Oncor Electric Delivery LLC as part of the company's commitment to reduce energy consumption and demand. Willdan Energy Solutions/Intergy Corp. implements the Take A Load Off, Texas Data Center Market Transformation Program as an independent contractor. For more information visit www.takealoadofftexas.com. www.takealoadofftexas.+com SAVING ENERGY MAKES CENTS Program Summary City Matching Grant Program Participation Details The Take A Load Off, TexasSM City Matching Grant Program helps cities reduce their energy spending by providing matching grant dollars for the implementation of energy efficiency projects. All city facilities served by an Oncor electric meter are eligible to apply. Matching grant funding of up to $50,000 per project can be used to pay for equipment, materials, and labor provided by non-government personnel. While common projects often include air conditioning and lighting upgrades, the Program will also consider a variety of other measures as they are proposed. To apply, simply complete an Application with the details of your project and submit it to the contact below. Grant funding is limited, so we encourage you to apply early. You will be required to certify that funding for the project has been approved. Grant projects must be completed within 12 months from the date of grant approval. A full list of Program guidelines and award criteria can be found on the back. To learn more about the Program, or to receive an Application, please call 512-416-5997 or e-mail CityGrant(a.CLEAResult.com. Take A Load Off, TexasSM is provided by Oncor Electric Delivery Company LLC as part of the company's commitment to reduce energy consumption and demand. CLEAResult Consulting, Inc. implements the Take A Load Off, Texas City Matching Grant Program as an independent contractor. For more information, visit www.takealoadofftexas.com. SAVING ENERGY MAKES CENTS Eligibility City Matching Grant Program Participation Details Page 2 All city facilities served by an Oncor electric meter are eligible to participate in the Program. Program Guidelines 1. The maximum grant amount is $50,000 or 50 percent of project cost, whichever is Tess 2. Grants may only be used to pay for equipment, materials, and labor provided by non-government personnel for energy efficiency projects. Grants may not be used to pay for salaries or labor costs for city employees, design and engineering services, or construction costs of new buildings. 3. Grant projects must be completed within 12 months from the date of grant approval. 4. Grant projects may involve multiple measures (lighting, HVAC, etc.) in more than one building, but must be limited to a single facility. 5. Completed Applications must be signed by a city official with the authority to commit the city to the proposed project. Award Criteria Grant applications will be scored based on the following criteria: 1. Speed with which the project will be completed. 2. Projected amount of peak kW and kWh reduction. 3. Certification that project funding has been approved. 4. Applications that request fewer dollars per kW or kWh will receive higher scores. 5. Ease of energy reduction verification and robustness of savings verification plan. 6. Use of technologies and approaches likely to be duplicated in other buildings within the jurisdiction or in other jurisdictions within the Oncor service area. Revised 7/06/09 www.takealoadotexas.com SAVING ENERGY MAKES CENTS City Matching Grant Program 2010 Application Form Instructions for the Take A Load Off, Texas City Matching Grant Program Application Instructions and Program Timeline 1. Complete Application and submit to the Take A Load Off, Texas City Matching Grant Program Implementer along with required signed supporting documents (outlined below). 2. Contact Program Implementer if assistance is needed to calculate kW and kWh savings for project and determine the measurement and verification (M&V) process to document project savings. To request the Project Savings Form used to calculate kW and kWh, please e-mail CityGrant@CLEAResult.com. 3. Normally, applicants will be notified of acceptance or rejection within 60 days. If you are not awarded a grant you may resubmit your Application at a later date. 4. Within one week of grant award approval, the Program Implementer will contact you to discuss documentation requirements or to help you develop an M&V plan for your project. Note: Upon grant award, awardees must hold project start date for 14 days after grant is awarded. This is to ensure adequate time is provided for pre -project documentation, M&V activities, and/or an inspection by the Program Implementer or Oncor staff. You will receive a Construction Start Approval Letter once your project has been verified and you are cleared to begin the project. 5. You must complete your project within 12 months from the date of grant approval. If you experience delays in your project schedule beyond the one year timeframe, you must contact your Program Implementer in writing to retain your grant award. 6. You must contact your Program Implementer upon completion of project to schedule an inspection of the completed project, or to complete the M&V activity. 7. Once post -inspection is complete, grant dollars will be sent directly from Oncor to your organization within 4-6 weeks. Supporting Documents Required 1. Grant applicant must submit a) completed Application, b) bid specifications and/or contractor quote for project, c) Project Savings Form, d) completed W-9, and e) audit report (if applicable). Please note that all documentation must be signed and dated. 2. Once project is complete, grant awardee must submit a) submit completed project invoice that specifies measures installed and b) appropriate M&V documentation. 2 Program Guidelines and Eligibility Requirements for the Take A Load Off, Texas City Matching Grant Program Application Eligibility All city facilities served by an Oncor electric meter are eligible to participate in the Take A Load Off, Texas City Matching Grant Program. Program Guidelines 1. The maximum grant amount is $50,000 or no more than 50% of project cost, whichever is less. 2. Grants may only be used to pay for equipment, materials, and Tabor provided by non -city personnel for energy -efficiency upgrade projects. Grants may not be used to pay for salaries or labor costs for city employees, design and engineering services, or construction costs of new buildings. 3. Grant projects must be completed within 12 months from the date of grant approval. 4. Grant projects may involve multiple measures (lighting, HVAC, etc.) in more than one building, but must be limited to a single facility. 5. Completed Applications must be signed by a city official with the authority to commit the city to the proposed project. Award Criteria Grant applications will be scored based on the following criteria: 1. Speed with which the project will be completed. 2. Projected amount of peak kW and kWh reduction. 3. Certification that project funding has been approved or will be approved within six months of grant approval. 4. Applications requesting fewer dollars per kW or kWh will receive higher scores. 5. Ease of energy reduction verification and robustness of savings verification plan. 6. Use of technologies and approaches likely to be duplicated in other buildings within the jurisdiction or in other jurisdictions within the Oncor service area. www.takealoadofftexas.corn 3 Application for the Take A Load Off, Texas City Matching Grant Program Organization Detalis City Round Rock, Texas Street Address 221 E. Main St. Contact Person Laurie Born City, State, Zip Round Rock, TX 78664 Telephone (512)671-2876 E-mail (born@round-rock.tx.us How did you hear about the Program? ESA, A Terracon Company and CleaResult ,_ Number of Occupants in City Total Annual Energy Spending per Year (Electric and Gas) Total Annual Operations & Maintenance Budget 100,800 est. $4,300,000 $134,653,511 Project Info ..:... �} rmation � g Project Name: Public Work Complex Retrofit Description x HVAC of © Project Lighting ❑ Roofing ❑ Window Film ❑Motors ❑ Other: Materials: Quantity: HVAC: 1 4 -ton split system; 1 5 -ton & 2 4 -ton units. 41 T-8 lights Supporting Documentation ❑ Signed Bid or Quote ❑ Project Savings Form x Audit (If applicable) Project Location Building Name: Public Works Complex Electric Service Identifier (ESI ID)Number: 1)3999192 & 3999223 2) 3999161 & 3) 3999502 & Address: 1) 2008 Enterprise, 2) 203 Commerce & 3) 2015 Lamar St. 3999564 Rooms or Locations within the Building: Rooftop units, offices, reception areas & fire station bays Forecasted Electric Peak Demand (kW*) Savings: Forecasted Annual Electric Energy (kWh*) Savings: *kW and kWh savings are determined through the calculations from the Project Savings Forms. Estimated Total Project Cost: $39,565 Has funding for this project been approved? © Yes • No If no, when will funding be approved? Source of Funding: U.S. Dept. of Energy EECBG project (DE-SC0001618) www. takealoadofftexas.corn 4 Application for the Take A Load Off, Texas City Matching Grant Program Estimated Grant Request (Maximum is the Lesser of 50% of Project Cost or $50,000) $19,782.50 How will the energy savings resulting from this project be verified after installation? O Deemed Savings Estimates O Simple Measurement & Verification Process O Full Measurement & Verification Process O Other (Please explain) What is the expected completion date of the project for which the grant will be used? November 2010 Have any projects of this type been installed by the applicant in other locations within the jurisdiction? ❑ Yes X No Is the project a demonstration or pilot of other potential projects? (choose one) ® a. No. O b. Maybe, but none are known at this time. O c. This is a demonstration or test installation that we may repeat, but no other projects are planned or funded at this time. O d. This is a test installation and we are currently planning other similar projects. Definitions for the Take A Load Off, Texas City Matching Grant Program Application Deemed Savings Estimates - This is a predetermined allowable energy (kWh) and peak demand (kW) savings per the Public Utility Commission of Texas (PUCT) guidelines that do not require measurement but do require verification. This typically applies to lighting and HVAC projects. Project Savings Forms to calculate the Deemed Savings Estimates can be requested by e -mailing CityGrant@CLEAResult.com. Simple Measurement & Verification (M&V) Process - While this may include some field measurement, it primarily relies on manufacturer's efficiency data and pre-set calculation formulas. Full Measurement & Verification (M&V) Process - This process may involve billing analysis, computer modeling, or full metering with data loggers. Note: If project requires Simple M&V or Full M&V, applicant will be responsible for all costs associated with the M&V process. www.takealoadofftexas.com 5 Customer Participation Agreement for the Take A Load Off, Texas City Matching Grant Program Application The undersigned (hereinafter "Customer") is an electric delivery customer of Oncor Electric Delivery Company LLC ("Oncor"), and has submitted to participate in the Take A Load Off, Texas City Matching Grant Program (the "Program") offered by Oncor. In consideration of participation in the Program, and for other good and valuable consideration, the receipt, adequacy and legal sufficiency of which are hereby acknowledged, Customer hereby agrees as following: • That the submission of an application by Customer to participate in the Program does not guarantee receipt of grants unless the Program guidelines have been met. Oncor will award the grant amount based on the peak demand kW savings and project cost. Once the project is complete, verification of actual kW savings and project cost must be proven by the supporting documents outlined above. Any difference between estimated and actual kW and/or project costs will result in re-evaluation of grant amount. This Program is being implemented on Oncor's behalf by CLEAResult Consulting, Inc. "CLEAResult". Applicants are encouraged to contact CLEAResult for help in determining kW estimates. CLEAResult can also refer you to additional resources if deemed necessary. Projects awarded a grant must be completed within 12 months from the date of grant approval. Grant awardees must notify CLEAResult within 60 days of grant expiration date for projects that will not be completed within the 12 month timeframe. If CLEAResult determines the project will not be completed within the one year due to unforeseen circumstances beyond the Customer's control, the Customer must complete and submit a Project Extension Request Form to apply for an extension. • That grants associated with the Program are only for energy efficiency measures installed at the Customer site(s) that receive service from Oncor, as evidenced by an Electric Service Identifier (ESI ID) number, and that Oncor may withhold grant payments committed to the Customer if the project site is proven to not receive service from Oncor. • That grants paid to the Customer will never exceed 50% of the actual project cost for any energy efficiency saving and/or energy generating measures. • That the grant will only be paid to the Customer after receipt of post -project documentation and verification. • That all installations of energy efficiency savings and/or energy generating measures must be installed within one year of grant award in order to receive the grant requested. • That, while Oncor is offering and providing grant payments to the Customer based on the energy efficiency project, Oncor is not supervising the work performed for the Customer and is not responsible in any way for proper completion of that work or proper performance of any equipment purchased. Oncor is simply providing funding to assist Customer in implementing energy efficiency savings and/or energy generation measures. Oncor does not guarantee any results by its approval of the Customer Participation Agreement, payment of incentives, or by any other of its actions. • That Oncor may include a description of this project, including the Customer's name, organization name, or companies name (if applicable), services provided, project cost and energy savings and/or generation, in reports, studies, and other documentation required by Oncor, the Public Utility Commission of Texas, and Texas Legislature. Oncor will treat all other information gathered in evaluations as confidential and report it only in the aggregate. www.takealoadofftexas.com 6 • That Oncor is not responsible for any tax liability imposed on the Customer as a result of payment of the incentives and the Customer should consult a tax attorney to determine any potential tax liabilities as a result of receiving incentives for energy efficiency savings and/or energy generation measures. Oncor is not providing tax advice, and any communication by Oncor is not intended or written and cannot be used for the purpose of avoiding penalties under the Internal Revenue Code. • That, in the event of a dispute between the Customer and CLEAResuit, the Customer may file a complaint with the Public Utility Commission of Texas concerning CLEAResuit and that Oncor will play no role in resolving such dispute. • To provide Oncor and CLEAResuit with access to and/or copies of the Customer's utility bills, project documentation, all invoices related to the purchase and installation of the energy efficiency measure, and technical and cost information related to or arising from the project or its participation the Program. • To provide any service provider or independent measurement and verification person selected by Oncor or the Public Utility Commission of Texas, upon three (3) days' prior verbal notice, with full and complete access to the Customer project site for any purpose related to, or arising from, the Program. • Customer shall not use the Oncor or Take A Load Off, Texas trademarks without written approval by Oncor. • Customer shall not communicate with the media about the Program without written authorization and coordination with Implementer and Oncor. • Customer acknowledges that the project would not have been accomplished or would have been completed with Tess efficiency equipment except for the existence of the incentive provided by this Program. • THAT ANY REVIEW, INSPECTION, OR ACCEPTANCE BY ONCOR OF THE PROJECT SITE, PROJECT, OR THE DESIGN, CONSTRUCTION, INSTALLATION, OPERATION OR MAINTENANCE OF THE MEASURES IS SOLELY FOR THE INFORMATION OF ONCOR AND THAT, IN PERFORMING ANY SUCH INSPECTION OR REVIEW OR IN ACCEPTING THE MEASURES, ONCOR MAKES NO REPRESENTATION OR WARRANTY WHATSOEVER, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AS TO THE ECONOMIC OR TECHNICAL FEASIBILITY, CAPABILITY, SAFETY OR RELIABILITY OF THE MEASURES, THEIR INSTALLATION BY A CONTRACTOR OR THEIR COMPATIBILITY WITH THE CUSTOMER'S FACILITIES. • THAT CUSTOMER, TO THE EXTENT ALLOWED BY LAW, AGREES TO INDEMNIFY ONCOR AND ITS AGENTS, AND EMPLOYEES AGAINST ALL LOSSES, EXPENSES, DAMAGES, ATTORNEYS' FEES, JUDGEMENTS, COSTS, AND LEGAL LIABILITY (COLLECTIVELY REFERRED TO HEREIN AS "CLAIMS") RELATED TO: 1) INJURY OR DEATH OF PERSONS; 2) DAMAGE TO PROPERTY OR NATURAL RESOURCES; 3) VIOLATION OF ANY LOCAL, STATE, OR FEDERAL LAW OR REGULATION INCLUDING, BUT NOT LIMITED TO, ENVIRONMENTAL AND HEALTH AND SAFETYLAWS OR REGULATIONS; 4) STRICT LIABILITY IMPOSED BY ANY LAW OR REGULATION; 5) EQUIPMENT MALFUNCTIONS; OR 6) ENERGY SAVINGS SHORTFALLS ARISING OUT OF RELATED TO, OR IN ANY WAY CONNECTED WITH THE PROJECT, REGARDLESS OF ANY STRICT LIABILITY OR NEGLIGENCE OF ONCOR OR SERVICE PROVIDER, WHETHER ACTIVE OR PASSIVE, EXCEPTING ONLY SUCH CLAIMS AS MAY www.takealoadofftexas.com 7 BE CAUSED BY THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF ONCOR AND THAT RESULT FROM ONCOR'S ACCEPTANCE OF PROJECT FOR PARTICIPATION IN THE PROGRAM. This Participation Agreement shall be governed by and construed in accordance with the laws of the State of Texas. The parties agree that the proper venue and jurisdiction for any cause of action relating to this Participation Agreement will be Dallas County, Texas, unless such cause of action is within the jurisdiction of the Public Utility Commission of Texas ("PUCT"), in which case proper venue and jurisdiction will be at the PUCT. Acceptance: Applicant Signature: Date: Name: Title: Company (if applicable): 1 ., 2010 James R. Nuse, P.E. City Manager City of Round Rock Take A Load Off, Texas City Matching Grant Program Application - Certification 1, James R. Nuse, P.E. , certify that the information included in this Application is true and accurate to the best of our knowledge. City Manager Signature: Date: Name J . Nuse, P.E. uI 2 2010 Title: City Manager I certify that I have read understand the "Implementation Steps and Process" document. Initial Here Send the completed for r to CLEAResult by fax to 1.866.269.9358, by e-mail to CityGrantclearesult.com, or by mail to 4301 Westbank Dr., Building A, Suite 250, Austin, TX 78746. You will receive an automated response via e-mail acknowledging your Application submission. Take A Load Off, TexassM is provided by Oncor Electric Delivery Company LLC as part of the company's commitment to reduce energy consumption and demand. CLEAResult Consulting, Inc. implements the Take A Load Off, Texas City Matching Grant Program as an independent contractor. For more information visit www.takealoadofftexas.com. Revised 1/5/10 www.takealoadofftexas.com SAVING ENERGY MAKES CENTS Program Summary City Matching Grant Program Participation Details The Take A Load Off, TexasSM City Matching Grant Program helps cities reduce their energy spending by providing matching grant dollars for the implementation of energy efficiency projects. All city facilities served by an Oncor electric meter are eligible to apply. Matching grant funding of up to $50,000 per project can be used to pay for equipment, materials, and labor provided by non-government personnel. While common projects often include air conditioning and lighting upgrades, the Program will also consider a variety of other measures as they are proposed. To apply, simply complete an Application with the details of your project and submit it to the contact below. Grant funding is limited, so we encourage you to apply early. You will be required to certify that funding for the project has been approved. Grant projects must be completed within 12 months from the date of grant approval. A full list of Program guidelines and award criteria can be found on the back. To learn more about the Program, or to receive an Application, please call 512-416-5997 or e-mail CityGrant(a�CLEAResult.com. Take A Load Off, TexasSM is provided by Oncor Electric Delivery Company LLC as part of the company's commitment to reduce energy consumption and demand. CLEAResult Consulting, Inc. implements the Take A Load Off, Texas City Matching Grant Program as an independent contractor. For more information, visit www.takealoadofftexas.com. www.takealoadofftexas.com SAVING ENERGY MAKES CENTS Eligibility City Matching Grant Program Participation Details Page 2 All city facilities served by an Oncor electric meter are eligible to participate in the Program. Program Guidelines 1 The maximum grant amount is $50,000 or 50 percent of project cost, whichever is Tess. 2. Grants may only be used to pay for equipment, materials, and labor provided by non-government personnel for energy efficiency projects. Grants may not be used to pay for salaries or labor costs for city employees, design and engineering services, or construction costs of new buildings. 3. Grant projects must be completed within 12 months from the date of grant approval. 4. Grant projects may involve multiple measures (lighting, HVAC, etc.) in more than one building, but must be limited to a single facility. 5. Completed Applications must be signed by a city official with the authority to commit the city to the proposed project. Award Criteria Grant applications will be scored based on the following criteria: 1. Speed with which the project will be completed. 2. Projected amount of peak kW and kWh reduction. 3. Certification that project funding has been approved. 4. Applications that request fewer dollars per kW or kWh will receive higher scores. 5. Ease of energy reduction verification and robustness of savings verification plan. 6. Use of technologies and approaches likely to be duplicated in other buildings within the jurisdiction or in other jurisdictions within the Oncor service area. Revised 7/06/09 www.takealoadofftexas.com SAVING ENERGY MAKES CENTS City Matching Grant Program 2010 Application Form Instructions for the Take A Load Off, Texas City Matching Grant Program Application Instructions and Program Timeline 1. Complete Application and submit to the Take A Load Off, Texas City Matching Grant Program Implementer along with required signed supporting documents (outlined below). 2. Contact Program Implementer if assistance is needed to calculate kW and kWh savings for project and determine the measurement and verification (M&V) process to document project savings. To request the Project Savings Form used to calculate kW and kWh, please e-mail CityGrant@CLEAResult.com. 3. Normally, applicants will be notified of acceptance or rejection within 60 days. If you are not awarded a grant you may resubmit your Application at a later date. 4. Within one week of grant award approval, the Program Implementer will contact you to discuss documentation requirements or to help you develop an M&V plan for your project. Note: Upon grant award, awardees must hold project start date for 14 days after grant is awarded. This is to ensure adequate time is provided for pre -project documentation, M&V activities, and/or an inspection by the Program Implementer or Oncor staff. You will receive a Construction Start Approval Letter once your project has been verified and you are cleared to begin the project. 5. You must complete your project within 12 months from the date of grant approval. If you experience delays in your project schedule beyond the one year timeframe, you must contact your Program Implementer in writing to retain your grant award. 6. You must contact your Program Implementer upon completion of project to schedule an inspection of the completed project, or to complete the M&V activity. 7. Once post -inspection is complete, grant dollars will be sent directly from Oncor to your organization within 4-6 weeks. Supporting Documents Required 1. Grant applicant must submit a) completed Application, b) bid specifications and/or contractor quote for project, c) Project Savings Form, d) completed W-9, and e) audit report (if applicable). Please note that all documentation must be signed and dated. 2. Once project is complete, grant awardee must submit a) submit completed project invoice that specifies measures installed and b) appropriate M&V documentation. www.takealoadofftexas.com 2 Program Guidelines and Eligibility Requirements for the Take A Load Off, Texas City Matching Grant Program Application Eligibility All city facilities served by an Oncor electric meter are eligible to participate in the Take A Load Off, Texas City Matching Grant Program. Program Guidelines 1. The maximum grant amount is $50,000 or no more than 50% of project cost, whichever is Tess. 2. Grants may only be used to pay for equipment, materials, and labor provided by non -city personnel for energy -efficiency upgrade projects. Grants may not be used to pay for salaries or labor costs for city employees, design and engineering services, or construction costs of new buildings. 3. Grant projects must be completed within 12 months from the date of grant approval. 4. Grant projects may involve multiple measures (lighting, HVAC, etc.) in more than one building, but must be limited to a single facility. 5. Completed Applications must be signed by a city official with the authority to commit the city to the proposed project. Award Criteria Grant applications will be scored based on the following criteria: 1. Speed with which the project will be completed. 2. Projected amount of peak kW and kWh reduction. 3. Certification that project funding has been approved or will be approved within six months of grant approval. 4. Applications requesting fewer dollars per kW or kWh will receive higher scores. 5. Ease of energy reduction verification and robustness of savings verification plan. 6. Use of technologies and approaches likely to be duplicated in other buildings within the jurisdiction or in other jurisdictions within the Oncor service area. www.takealoadofftexas.com 3 Application for the Take A Load Off, Texas City Matching Grant Program t.. Organization Deta is City Round Rock, Texas Street Address 221 E. Main St. Contact Person Laurie Born City, State, Zip Round Rock, TX 78664 Telephone (512)671-2876 E-mail (born@round-rock.tx.us How did you hear about the Program? ESA, A Terracon Company and CleaResult ity Details Number of Occupants in City Total Annual Energy Spending per Year (Electric and Gas) Total Annual Operations & Maintenance Budget 100,800 est. $4,300,000 $134,653,511 ?X�,€i S '�' Y^,>viCi�T' nformatio Project l . .. !? Project Name: Round Rock Public Library HVAC Retrofit Description x of Project HVAC ❑Lighting • Roofing ❑ Window Film ❑Motors ■ Other: Materials: Quantity: 97.5 tons (20 units) Supporting Documentation ❑ Signed Bid or Quote ❑ Project Savings Form x Audit (If applicable) Project Location Building Name: Round Rock Public Library Electric Service Identifier (ESI ID)Number: 850 6840 Address: 216 E. Main St., Round Rock, TX 78664 Rooms or Locations within the Building: Rooftop units Forecasted Electric Peak Demand (kW*) Savings: Forecasted Annual Electric Energy (kWh*) Savings: *kW and kWh savings are determined through the calculations from the Project Savings Forms. Estimated Total Project Cost: $228,150 Has funding for this project been approved? © Yes • No If no, when will funding be approved? Source of Funding: U.S. Dept. of Energy EECBG project (DE-SC0001618) www.takealoadofftexas.com 4 Application for the Take A Load Off, Texas City Matching Grant Program Estimated Grant Request (Maximum is the Lesser of 50% of Project Cost or $50,000) $50,000 How will the energy savings resulting from this project be verified after installation? O Deemed Savings Estimates O Simple Measurement & Verification Process O Full Measurement & Verification Process O Other (Please explain) What is the expected completion date of the project for which the grant will be used? November 2010 Have any projects of this type been installed by the applicant in other locations within the jurisdiction? ■ Yes x No Is the project a demonstration or pilot of other potential projects? (choose one) p a. No. O b. Maybe, but none are known at this time. O c. This is a demonstration or test installation that we may repeat, but no other projects are planned or funded at this time. O d. This is a test installation and we are currently planning other similar projects. Definitions for the Take A Load Off, Texas City Matching Grant Program Application Deemed Savings Estimates - This is a predetermined allowable energy (kWh) and peak demand (kW) savings per the Public Utility Commission of Texas (PUCT) guidelines that do not require measurement but do require verification. This typically applies to lighting and HVAC projects. Project Savings Forms to calculate the Deemed Savings Estimates can be requested by e -mailing CityGrant@CLEAResult.com. Simple Measurement & Verification (M&V) Process - While this may include some field measurement, it primarily relies on manufacturer's efficiency data and pre-set calculation formulas. Full Measurement & Verification (M&V) Process - This process may involve billing analysis, computer modeling, or full metering with data loggers. Note: If project requires Simple M&V or Full M&V, applicant will be responsible for all costs associated with the M&V process. www. takealoadiof#texas.cem 5 Customer Participation Agreement for the Take A Load Off, Texas City Matching Grant Program Application The undersigned (hereinafter "Customer") is an electric delivery customer of Oncor Electric Delivery Company LLC ("Oncor"), and has submitted to participate in the Take A Load Off, Texas City Matching Grant Program (the "Program") offered by Oncor. In consideration of participation in the Program, and for other good and valuable consideration, the receipt, adequacy and legal sufficiency of which are hereby acknowledged, Customer hereby agrees as following: • That the submission of an application by Customer to participate in the Program does not guarantee receipt of grants unless the Program guidelines have been met. Oncor will award the grant amount based on the peak demand kW savings and project cost. Once the project is complete, verification of actual kW savings and project cost must be proven by the supporting documents outlined above. Any difference between estimated and actual kW and/or project costs will result in re-evaluation of grant amount. This Program is being implemented on Oncor's behalf by CLEAResult Consulting, Inc. "CLEAResult". Applicants are encouraged to contact CLEAResult for help in determining kW estimates. CLEAResult can also refer you to additional resources if deemed necessary. Projects awarded a grant must be completed within 12 months from the date of grant approval. Grant awardees must notify CLEAResult within 60 days of grant expiration date for projects that will not be completed within the 12 month timeframe. If CLEAResult determines the project will not be completed within the one year due to unforeseen circumstances beyond the Customer's control, the Customer must complete and submit a Project Extension Request Form to apply for an extension. • That grants associated with the Program are only for energy efficiency measures installed at the Customer site(s) that receive service from Oncor, as evidenced by an Electric Service Identifier (ESI ID) number, and that Oncor may withhold grant payments committed to the Customer if the project site is proven to not receive service from Oncor. • That grants paid to the Customer will never exceed 50% of the actual project cost for any energy efficiency saving and/or energy generating measures. • That the grant will only be paid to the Customer after receipt of post -project documentation and verification. • That all installations of energy efficiency savings and/or energy generating measures must be installed within one year of grant award in order to receive the grant requested. • That, while Oncor is offering and providing grant payments to the Customer based on the energy efficiency project, Oncor is not supervising the work performed for the Customer and is not responsible in any way for proper completion of that work or proper performance of any equipment purchased. Oncor is simply providing funding to assist Customer in implementing energy efficiency savings and/or energy generation measures. Oncor does not guarantee any results by its approval of the Customer Participation Agreement, payment of incentives, or by any other of its actions. • That Oncor may include a description of this project, including the Customer's name, organization name, or companies name (if applicable), services provided, project cost and energy savings and/or generation, in reports, studies, and other documentation required by Oncor, the Public Utility Commission of Texas, and Texas Legislature. Oncor will treat all other information gathered in evaluations as confidential and report it only in the aggregate. www.takealoadofftexas.com 6 • That Oncor is not responsible for any tax liability imposed on the Customer as a result of payment of the incentives and the Customer should consult a tax attorney to determine any potential tax liabilities as a result of receiving incentives for energy efficiency savings and/or energy generation measures. Oncor is not providing tax advice, and any communication by Oncor is not intended or written and cannot be used for the purpose of avoiding penalties under the Internal Revenue Code. • That, in the event of a dispute between the Customer and CLEAResult, the Customer may file a complaint with the Public Utility Commission of Texas concerning CLEAResult and that Oncor will play no role in resolving such dispute. • To provide Oncor and CLEAResult with access to and/or copies of the Customer's utility bills, project documentation, all invoices related to the purchase and installation of the energy efficiency measure, and technical and cost information related to or arising from the project or its participation the Program. • To provide any service provider or independent measurement and verification person selected by Oncor or the Public Utility Commission of Texas, upon three (3) days' prior verbal notice, with full and complete access to the Customer project site for any purpose related to, or arising from, the Program. • Customer shall not use the Oncor or Take A Load Off, Texas trademarks without written approval by Oncor. • Customer shall not communicate with the media about the Program without written authorization and coordination with Implementer and Oncor. • Customer acknowledges that the project would not have been accomplished or would have been completed with less efficiency equipment except for the existence of the incentive provided by this Program. • THAT ANY REVIEW, INSPECTION, OR ACCEPTANCE BY ONCOR OF THE PROJECT SITE, PROJECT, OR THE DESIGN, CONSTRUCTION, INSTALLATION, OPERATION OR MAINTENANCE OF THE MEASURES IS SOLELY FOR THE INFORMATION OF ONCOR AND THAT, IN PERFORMING ANY SUCH INSPECTION OR REVIEW OR IN ACCEPTING THE MEASURES, ONCOR MAKES NO REPRESENTATION OR WARRANTY WHATSOEVER, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AS TO THE ECONOMIC OR TECHNICAL FEASIBILITY, CAPABILITY, SAFETY OR RELIABILITY OF THE MEASURES, THEIR INSTALLATION BY A CONTRACTOR OR THEIR COMPATIBILITY WITH THE CUSTOMER'S FACILITIES. • THAT CUSTOMER, TO THE EXTENT ALLOWED BY LAW, AGREES TO INDEMNIFY ONCOR AND ITS AGENTS, AND EMPLOYEES AGAINST ALL LOSSES, EXPENSES, DAMAGES, ATTORNEYS' FEES, JUDGEMENTS, COSTS, AND LEGAL LIABILITY (COLLECTIVELY REFERRED TO HEREIN AS "CLAIMS") RELATED TO: 1) INJURY OR DEATH OF PERSONS; 2) DAMAGE TO PROPERTY OR NATURAL RESOURCES; 3) VIOLATION OF ANY LOCAL, STATE, OR FEDERAL LAW OR REGULATION INCLUDING, BUT NOT LIMITED TO, ENVIRONMENTAL AND HEALTH AND SAFETYLAWS OR REGULATIONS; 4) STRICT LIABILITY IMPOSED BY ANY LAW OR REGULATION; 5) EQUIPMENT MALFUNCTIONS; OR 6) ENERGY SAVINGS SHORTFALLS ARISING OUT OF RELATED TO, OR IN ANY WAY CONNECTED WITH THE PROJECT, REGARDLESS OF ANY STRICT LIABILITY OR NEGLIGENCE OF ONCOR OR SERVICE PROVIDER, WHETHER ACTIVE OR PASSIVE, EXCEPTING ONLY SUCH CLAIMS AS MAY www.takealoadofftexas.corn 7 BE CAUSED BY THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF ONCOR AND THAT RESULT FROM ONCOR'S ACCEPTANCE OF PROJECT FOR PARTICIPATION IN THE PROGRAM. This Participation Agreement shall be governed by and construed in accordance with the laws of the State of Texas. The parties agree that the proper venue and jurisdiction for any cause of action relating to this Participation Agreement will be Dallas County, Texas, unless such cause of action is within the jurisdiction of the Public Utility Commission of Texas ("PUCT"), in which case proper venue and jurisdiction will be at the PUCT. Acceptance: Applicant Signature: Date: Name: Title: Company (if applicable): James R. Nuse, P.E. City Manager City of Round Rock Take A Load Off, Texas City Matching Grant Program Application - Certification 1, James R. Nuse, P.E. , certify that the information included in this Application is true and accurate to the best of our knowledge. City Manager Signature: Date: Name Title: James R. Nuse, P.E. City Manager I certify that I have rea d understand the "Implementation Steps and Process" document. Initial Her Send the completed ► to CLEAResult by fax to 1.866.269.9358, by e-mail to CityGrantCcr�.clearesult.com, or by mail to 4301 Westbank Dr., Building A, Suite 250, Austin, TX 78746. You will receive an automated response via e-mail acknowledging your Application submission. Take A Load Off, TexasSM is provided by Oncor Electric Delivery Company LLC as part of the company's commitment to reduce energy consumption and demand. CLEAResult Consulting, Inc. implements the Take A Load Off, Texas City Matching Grant Program as an independent contractor. For more information visit www.takealoadofftexas.com. Revised 1/5/10 www.takealoadofftexas.com ROUND ROCK, TEXAS PURPOSE. PASSION. PROSPERITY. Item Caption: City Manager Approval Summary Sheet Consider Executing Program Applications for three different programs with various dollar amounts. All Applications are for 50% of estimated project costs. Approval Date: July 23, 2010 Department: Finance Project Manager: Cheryl Delaney, Finance Director Item Summary: Oncor's "Take A Load Off, Texas" Government Facilities Program is aimed at improving the energy efficiency of local government-owned and operated facilities. The City has a signed Memorandum of Understanding (see CM -10-01- 002) with Oncor to participate in the Government Facilities Program. Oncor has contracted with CLEAResult Consulting to implement the program in this region. This is a no -cost program that makes utility incentives (rebates) available to buy down the capital cost of energy-efficient systems. All of the equipment retrofits are funded by the Energy Efficiency Conservation Block Grant (EECBG). The Oncor program requires that the City of Round Rock sign an application for each of the requested rebates. The attached applications are for: 1. Library HVAC - $50,000 2. Public Works Complex HVAC and Lighting — est. $19,782.00 3. Virtual Servers — est. $400 Strategic Plan Relevance: Cost: Source of Funds: -$0- N/A REV. 6/10/10