Summary Table of Contents
I.
Main Body of Agreement
II.
Attachment A – Scope of Work
III.
Attachment B – Compensation, Payment and Performance Provisions
IV.
Attachment C – Performance Incentive Mechanism
V.
Attachment D – Calculation of Total Cap
VI.
Attachment E – Estimated Contractor EEC Funds
VII.
Attachment F – Budget
VIII. Attachment G – List Of Key Personnel
IX.
Attachment H – Distribution List for Reports and Other Information
Sharing Documents
X.
Attachment I – Sections B.3 – B.6 and F of the Response
XI. Attachment J – The RFP
XII.
Attachment K – 2008 Unregulated-Fuel Efficiency Services
XIII. Attachment L – 2009-2012 Scope of Work
XIV. Attachment M – 2009-2012 Compensation, Payment and Performance
Provisions
XV.
Attachment N – 2009-2012 Performance Incentive Mechanism
XVI. Attachment O – 2006-2012 Calculation of Total Cap
XVII. Attachment P – Estimated EEU Funds 2009-2012
XVIII. Attachment Q – Calculation of Total Cap
XIX. Attachment R – 2009-2011 Estimated Contractor FCM Funds and
Contractor Unregulated Fuel Funds
XX.
Attachment S – 2009-2011 Estimated Budget
XXI. Attachment T – 2009-2011 List of Key Personnel
XXII. Attachment U – 2009-2011 Distribution List for Reports and Other
1
Information Sharing Documents
2
Extended Table of Contents
I.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Main Body of Agreement
Parties ........................................................................................................................... 1
Definitions .................................................................................................................... 1
Scope of Work .............................................................................................................. 7
Standards of Performance ............................................................................................ 7
Compensation .............................................................................................................. 8
Term of Agreement ...................................................................................................... 8
Prior Approvals ............................................................................................................. 9
Amendment .................................................................................................................. 9
Termination of Agreement ........................................................................................... 9
A.Terminations at Will ................................................................................................ 9
B. Termination for Cause ............................................................................................ 9
C. Termination – Bankruptcy .................................................................................... 10
D.Termination – Inadequate Appropriations .............................................................. 10
E. Termination – Docket 7466 .................................................................................... 10
F. Responsibility of Parties Upon Expiration or Termination ................................... 11
(1) General Responsibilities ................................................................................. 11
(2) Termination Pursuant to Subparagraphs A or D ............................................. 12
(3) Termination Pursuant to Subparagraph E ....................................................... 12
(4) 2011 Competitive Solicitation ........................................................................ 13
10. Committed Incentive Payments ................................................................................. 14
11. Forward Capacity Market Obligations........................................................................ 14
12. Notifications ............................................................................................................... 14
13. Reporting Requirements ............................................................................................ 15
14. Insurance .................................................................................................................... 15
15. Relationship to Board ................................................................................................ 17
16. Indemnification .......................................................................................................... 17
17. Assignment or Sublet of Contract .............................................................................. 17
18. Records Available for Audit or Inspection ................................................................ 18
19. Inspection of Work ..................................................................................................... 19
20. Ownership of Data, Record, and Intellectual Property .............................................. 19
A. Data ....................................................................................................................... 19
B. Work Product ........................................................................................................ 19
C. Equipment and Materials Provided by or for Use by State .................................. 20
D. Research Reports and Publications ....................................................................... 21
E. Extension to Subcontractor or Others ................................................................... 21
F. Survival of Paragraph 20 ..................................................................................... 21
21. Permits, Laws, Regulations and Public Ordinances ................................................... 21
22. Conflict-of-Interest Provision .................................................................................... 21
23. Legislative Testimony ................................................................................................ 22
24. Appearance in Board Proceedings ............................................................................. 22
25. Retail Sales Restrictions ............................................................................................ 23
26. Use of EEU’s Name ................................................................................................... 23
27. Gifts and Gratuities .................................................................................................... 24
28. Fair Employment Practices ........................................................................................ 24
3
29. Force Majeure ............................................................................................................ 24
30. Severability ................................................................................................................ 24
31. Survival of Requirements .......................................................................................... 25
32. Waiver ........................................................................................................................ 25
33. Applicable Law .......................................................................................................... 25
34. Certification Regarding Debarment ............................................................................ 25
35. Entire Agreement and List of Attachments ................................................................ 25
II.
Attachment A – Scope of Work
Introduction .................................................................................................................... A-1
1. Administration ......................................................................................................... A-1
A. Budgeting ............................................................................................................ A-1
B. Financial Management ........................................................................................ A-2
C. Contract Management ......................................................................................... A-2
D. Dispute Resolution Process ................................................................................. A-2
E. Information Technology, Data Collection, Reporting ........................................ A-2
(1) Customer-Specific and Competitively Sensitive Information ..................... A-2
(2) Data Collection ............................................................................................ A-3
(3) Distribution Utility Planning and Ratemaking Support Data ...................... A-4
(4) Administrative and Financial Data .............................................................. A-4
(5) Data System Documentation/User’s Manual ................................................ A-4
(6) Required Reports .......................................................................................... A-4
(7) Information Requests ................................................................................... A-8
2. Services And Initiatives ........................................................................................... A-8
A. Markets, Services and Initiatives ........................................................................ A-8
(1) Core Services ................................................................................................ A-8
(2) Targeting ..................................................................................................... A-10
B. Annual Plan ....................................................................................................... A-11
C. Coordinate EEU Service Delivery with BED ................................................... A-12
D. Manage EEU Staff and Subcontractors ............................................................ A-12
E. Quality Assurance ............................................................................................. A-13
F. Coordinate with Other Energy Efficiency Activities ........................................ A-13
G. Technical Assistance and Educational Support for Energy Code ..................... A-13
H. Coordinate with Vermont Distribution and Transmission Utilities .................. A-13
I. Working with and Through Vermont Product and Service Providers ............... A-14
J. Installation of Energy Efficiency Measures ....................................................... A-14
K. Consumer Marketing, Public Information, and Education ............................... A-15
L. Develop Independent Funding Sources ............................................................ A-15
M. Cost-Effectiveness Screening ........................................................................... A-15
N. Support for Resource Planning, Market Assessment and Evaluation................ A-16
O. Applied Research, Development and Demonstration ........................................ A-17
P. Vermont Distribution Utility Planning .............................................................. A-17
Q. Limitations on Performance Contracting and Loan Guarantees ........................ A-17
R. Participation in Proceedings Implementing Changes to the EEU Program ....... A-17
S. Participation in Working Group Regarding EEC Exemption Mechanism ........ A-18
T. Participation in Regional Capacity Market Activities ....................................... A-18
U. Transition ........................................................................................................... A-18
4
V. Work to be Performed After December 31, 2008 .............................................. A-19
W. Twenty-Year Efficiency Estimate per Docket 7081 ......................................... A-19
III.
Attachment B – Compensation, Payment and Performance Provisions
3. Total Compensation ................................................................................................. B-1
4. Eligible Costs and Expenses .................................................................................... B-1
5. Revenues and Costs Associated With Regional Capacity Market Activities ........... B-2
6. Reimbursement for Costs Associated with Distributed Utility Planning ................ B-3
7. Limitation on Recovery of General Administrative Costs ...................................... B-3
8. Limitation on Recovery of Information Technology Costs ..................................... B-3
9. Invoice Requirements .............................................................................................. B-3
10. Invoice Review and Approval ................................................................................. B-3
11. Payment of Invoices ................................................................................................. B-4
12. Performance Incentive Mechanism .......................................................................... B-4
13. Annual Request for Carryover of Funds .................................................................. B-5
14. Use of Additional Contractor EEU Funds Pursuant to Targeting Order................. B-5
15. No Employee Benefits for Contractor ..................................................................... B-5
16. Reliance by State on Representations ...................................................................... B-6
17. Set Off ...................................................................................................................... B-6
18. Taxes Due to the State ............................................................................................. B-6
19. Suspension of Payment to Contractor ..................................................................... B-6
20. No Resale ................................................................................................................. B-7
IV.
Attachment C – Performance Incentive Mechanism
21. Overview ................................................................................................................. C-1
22. Description of Performance Indicators ................................................................... C-2
A. Cumulative Annual Electricity Savings .............................................................. C-2
(1) Weighting ..................................................................................................... C-2
(2) 100% Target Level ....................................................................................... C-2
(3) Threshold and Scaling up to 100% Target Level .......................................... C-2
(4) Performance Award up to 100% Target Level ............................................. C-3
B. Total Resource Benefits ...................................................................................... C-3
(1) Weighting ..................................................................................................... C-3
(2) 100% Target Level ....................................................................................... C-3
(3) Threshold and Scaling up to 100% Target Level .......................................... C-3
(4) Performance Award up to 100% Target Level ............................................. C-4
C. Summer Peak Demand Savings ......................................................................... C-4
(1) Weighting ..................................................................................................... C-4
(2) 100% Target Level ....................................................................................... C-4
(3) Threshold and Scaling up to 100% Target Level .......................................... C-4
(4) Performance Award up to 100% Target Level ............................................. C-5
D. Winter Peak Demand Savings ............................................................................ C-5
(1) Weighting ..................................................................................................... C-5
(2) 100% Target Level ....................................................................................... C-5
(3) Threshold and Scaling up to 100% Target Level .......................................... C-5
(4) Performance Award up to 100% Target Level ............................................. C-6
E. Summer Peak Demand Savings in Certain Geographic Areas ............................. C-6
5
(1) Weighting ...................................................................................................... C-6
(2) 100% Target Level ........................................................................................ C-6
(3) Threshold and Scaling Up to 100% Target Level ......................................... C-6
(4) Performance Award up to 100% Target Level ............................................. C-7
F. Winter Peak Demand Savings in Certain Geographic Areas ................................ C-7
(1) Weighting ...................................................................................................... C-7
(2) 100% Target Level ........................................................................................ C-7
(3) Threshold and Scaling up to 100% Target Level .......................................... C-8
(4) Performance Award up to 100% Target Level ............................................. C-8
G. Stocking of Compact Fluorescent Light Bulbs by Grocery Stores ..................... C-8
(1) Weighting ..................................................................................................... C-9
(2) 100% Target Level ....................................................................................... C-9
(3) Threshold ..................................................................................................... C-9
(4) Performance Award ..................................................................................... C-9
H. Community Awareness .................................................................................... C-10
(1) Weighting ................................................................................................... C-10
(2) 100% Target Level ..................................................................................... C-10
(3) Threshold and Scaling up to 100% Target Level ........................................ C-10
(4) Performance Award ................................................................................... C-10
I. Revised Avoided Cost Projections, Costing Periods and Line Loss Factors ...... C-11
23. Additional Performance Awards for Achievement Above 100% Target Level .... C-11
24. Minimum Performance Requirements .................................................................. C-12
A. Five Minimum Performance Requirement Standards ....................................... C-12
B. Calculating Performance Awards ..................................................................... C-14
25. Documentation and Verification ............................................................................ C-15
A. Cumulative Annual Electricity Savings, Total Resource Benefits, Summer Peak
Demand Savings, Winter Peak Demand Savings, Summer Peak Demand Savings
in Geographic Areas, Winter Peak Demand Savings in Geographic Areas .... C-15
(1) Verification Process ................................................................................... C-15
(2) Establishment and Documentation of Savings Estimates ......................... C-17
(3) Updating of Estimates ............................................................................... C-17
B. Stocking of Compact Fluorescent Light Bulbs by Grocery Stores ................... C-17
C. Community Awareness ..................................................................................... C-17
(1) Period of Performance ............................................................................... C-17
(2) Definition of Community .......................................................................... C-18
(3) Percentage of Community Participation ................................................... C-18
(4) Percent Energy Use Reduction .................................................................. C-18
(5) Verification Process .................................................................................. C-19
D. Minimum Performance Requirements .............................................................. C-19
(1) Verification Process ................................................................................... C-19
26. Table C-1: 2006-2008 Performance Indicators and Awards
27. Table C-2: 2006-2008 Threshold and Scaling up to 100% Target Level
28. Table C-3: 2006-2008 Scaling Above 100% Target Level
29. Table C-4: 2006-2008 Minimum Performance Requirements
30. Table C-5: Minimum TRB per County for Minimum Performance Requirement #5
V.
Attachment D – Calculation of Total Cap
VI.
Attachment E – Estimated Contractor EEC Funds
6
VII.
Attachment F – Budget
VIII. Attachment G – List of Key Personnel
IX.
Attachment H – Distribution List for Reports and Other Information
Sharing Documents
X.
Attachment I – Sections B.3 – B.6 and F of the Response
B.3 Overall Strategic Approach ....................................................................................... I-1
B.4 Services
B.4.1 Business Sector Overview .......................................................................... I-6
B.4.2 Residential Sector Overview .................................................................... I-15
B.4.3 Core Markets ............................................................................................ I-23
B.4.3.1 Business New Construction ....................................................... I-24
B.4.3.2 Existing Businesses ................................................................... I-33
B.4.3.3 Customer Credit ......................................................................... I-42
B.4.3.4 Residential New Construction ................................................... I-44
B.4.3.5 Existing Homes .......................................................................... I-55
B.4.3.6 Retail Efficient Products ........................................................... I-63
B.4.4 Targeted Markets ..................................................................................... I-73
B.4.4.1 Colleges and Universities .......................................................... I-74
B.4.4.2 Dairy Farms ............................................................................... I-79
B.4.4.3 Industrial .................................................................................... I-83
B.4.4.4 K-12 Schools ............................................................................. I-88
B.4.4.5 Services to Low-Income Vermonters ........................................ I-94
B.4.4.6 Multifamily Housing ............................................................... I-100
B.4.4.7 Ski Areas .................................................................................. I-105
B.4.4.8 State Buildings ......................................................................... I-110
B.4.4.9 Water and Wastewater Treatment Facilities ............................ I-115
B.4.5 Cross-Sector Activities .......................................................................... I-120
B.4.5.1 Better Buildings by Design Conference .................................. I-121
B.4.5.2 Community-Based Energy Projects ......................................... I-125
B.4.5.3 Coordination with Other Energy-Efficiency Activities ........... I-132
B.4.5.4 Distributed Utility Services ..................................................... I-140
B.4.5.5 Energy Code Activities ............................................................ I-142
B.4.5.6 Leveraging Additional Funding .............................................. I-144
B.5 General Administration ...................................................................................... I-146
B.6 Planning ............................................................................................................. I-166
F.
Marketing and Consumer Information ............................................................... I-175
IX. Attachment J – The RFP
1.
7
Introduction ................................................................................................................ 7
A. Purpose of this Request for Proposals .................................................................... 7
B. Overview of Institutional Structure ........................................................................ 8
2.
3.
4.
5.
6.
7.
8
C. Project History/Background.................................................................................. 10
D. Mandatory Requirements ...................................................................................... 11
E. Performance Contract ........................................................................................... 12
F. Relationship of the EEU to the Board .................................................................. 12
G. Appearance of the EEU in Board Proceedings ..................................................... 12
H. Legislative Testimony by the Eeu ........................................................................ 13
I. Position of the EEU in Future Electricity Sales in Vermont ................................ 13
Energy Efficiency Market Initiatives and Services Descriptions ............................. 14
A. Initial Core Programs ........................................................................................... 14
(1) Commercial and Industrial Market Opportunities ......................................... 15
(2) Commercial and Industrial New Construction .............................................. 15
(3) Dairy Farm Program ....................................................................................... 15
(4) Residential New Construction ........................................................................ 16
(5) Residential Low-Income ................................................................................. 16
(6) Efficient Products Program ............................................................................. 16
(7) Emerging Market Initiatives ........................................................................... 16
B. 2003 Energy Efficiency Service Reorganization .................................................. 17
C. 2004 and 2005 Energy Efficiency Services and Initiatives .................................. 18
Scope of Services ........................................................................................................ 20
A. Mission and Objectives ......................................................................................... 20
B. Organization of this Section.................................................................................. 21
C. General Administration ......................................................................................... 21
D. Service Planning, Operations and Implementation ............................................... 26
E. Program Transition Responsibilities ..................................................................... 35
Special Project Considerations ................................................................................... 37
A. Customized Data Tracking and Reporting Software ............................................ 37
B. Contract Administrator and Fiscal Agent ............................................................. 38
C. EEU Use of Subcontractors .................................................................................. 38
D. Certain Subcontracting Provisions ........................................................................ 38
E. Distributed Utility Planning .................................................................................. 38
F. Program Budget .................................................................................................... 38
G. Contract Terms...................................................................................................... 40
H. Property Owned by the State ................................................................................ 40
Response Format and Proposal Requirements ............................................................ 41
A. Summary ............................................................................................................... 41
B. Technical Approach .............................................................................................. 41
C. Organizational and Management Capability ....................................................... 45
D. EEU Budget ......................................................................................................... 47
E. Unique Assets ....................................................................................................... 49
F. Marketing and Information Strategy..................................................................... 49
G. Approach to Program Transition .......................................................................... 49
H. Information Technology Plan ............................................................................... 49
I. Managing Customer-Specific and Competitively Sensitive Information ............. 49
J. Insurance Certificate ............................................................................................. 50
K. Transmittal Letter.................................................................................................. 50
Proposal Evaluation .................................................................................................... 51
A. Selection Process .................................................................................................. 51
B. Evaluation Criteria ................................................................................................ 51
Stipulated Administrative Requirements .................................................................... 55
A. Bidder Instructions ................................................................................................ 55
B. RFP Conditions..................................................................................................... 57
8. DPS Website ............................................................................................................... 61
9. Definition of Terms.................................................................................................... 62
10. Appendices ................................................................................................................. 63
XII.
Attachment K – 2008 Unregulated-Fuel Efficiency Services
1. Scope of Work .......................................................................................................... K-1
A.Provide Information to Customers ........................................................................ K-1
B. Assist with Development of Unregulated-Fuel Efficiency Services .................... K-1
C. Planning for 2009-2011 Unregulated-Fuel Efficiency Services ........................... K-1
D.Implementation of Heating System Replacement Initiative, Energy Auditor and
Installer Training, Comprehensive Home Energy Efficiency Loan Program, and
Grassroots Community Energy Mobilization Program ...................................... K-1
2. Compensation ........................................................................................................... K-2
A.Total Compensation .............................................................................................. K-2
B. Eligible Costs and Expenses ................................................................................. K-2
C. Invoice Requirements ........................................................................................... K-2
D.Invoice Review and Approval .............................................................................. K-2
E. Payment of Invoices .............................................................................................. K-3
XIII. Attachment L – 2009-2012 Scope of Work
Introduction ..................................................................................................................... L-1
1. Administration ..........................................................................................................L-1
A. Budgeting .............................................................................................................L-2
B. Financial Management ......................................................................................... L-2
C. Contract Management .......................................................................................... L-2
D. Dispute Resolution Process .................................................................................. L-2
E. Information Technology, Data Collection, Reporting .........................................L-2
(1) Customer-Specific and Competitively Sensitive Information ...................... L-3
(2) Data Collection ............................................................................................. L-3
(3) Distribution Utility Planning and Ratemaking Support Data ....................... L-4
(4) Administrative and Financial Data ...............................................................L-4
(5) Data System Documentation/User’s Manual .................................................L-4
(6) Required Reports ...........................................................................................L-4
(7) Information Requests ....................................................................................L-9
2. Services And Initiatives ............................................................................................ L-9
A. Markets, Services and Initiatives .......................................................................L-10
(1) Core Services ...............................................................................................L-10
(2) Targeting ......................................................................................................L-11
(3) Most Cost-Effective Energy or Capacity Savings .......................................L-12
B. Unregulated Fuel Markets, Services and Initiatives ............................................L-12
C. Annual Plan ........................................................................................................L-13
D. Coordinate EEU Service Delivery with BED .................................................... L-14
E. Manage EEU Staff and Subcontractors ............................................................. L-14
F. Quality Assurance .............................................................................................. L-14
G. Coordinate with Other Energy Efficiency Activities .........................................L-15
9
H. Technical Assistance and Educational Support for Energy Code ...................... L-15
I. Coordinate with Vermont Distribution and Transmission Utilities ...................L-15
J. Participate in Vermont System Planning Committee ..........................................L-16
K.Twenty-Year Efficiency Estimate per Docket 7081 ............................................L-16
L. Working with and Through Vermont Product and Service Providers ................L-17
M. Installation of Energy Efficiency Measures ......................................................L-17
N. Consumer Marketing, Public Information, and Education ................................ L-18
O. Develop Independent Funding Sources ............................................................. L-18
P. Cost-Effectiveness Screening ..............................................................................L-18
Q. Support for Resource Planning, Market Assessment and Evaluation.................L-19
R. Key Indicators of Energy Efficiency Comprehensiveness .................................L-19
S. Applied Research, Development and Demonstration .........................................L-20
T. Vermont Distribution Utility Planning ...............................................................L-20
U. Limitations on Performance Contracting and Loan Guarantees .........................L-20
V. Participation in Proceedings Implementing Changes to the EEU Program ........L-20
W. Implementation of Self-Administered Energy Efficiency Program ..................L-21
X. Participation in Regional Capacity Market Activities ........................................L-21
Y. Transition ............................................................................................................L-21
Z. Work to be Performed After December 31, 2008 ...............................................L-22
XIV. Attachment M – 2009-2012 Compensation, Payment and Performance
Provisions
1. Total Compensation ................................................................................................ M-1
2. Eligible Costs and Expenses ................................................................................... M-1
A.General Costs and Expenses ................................................................................ M-1
B. FCM Bid and Performance Risk Sharing ............................................................ M-2
3. Special Circumstances Due to U.S. Financial Situation .......................................... M-3
4. Revenues and Costs Associated With Regional Capacity Market Activities .......... M-3
5. Reimbursement for Costs Associated with Distributed Utility Planning ............... M-4
6. Limitation on Recovery of General Administrative Costs ..................................... M-4
7. Limitation on Recovery of Information Technology Costs .................................... M-4
8. Invoice Requirements ............................................................................................. M-4
9. Invoice Review and Approval ................................................................................ M-5
10. Payment of Invoices ................................................................................................ M-5
11. Performance Incentive Mechanism ......................................................................... M-6
12. Annual Request for Carryover of Funds ................................................................. M-6
A.From Year 2008 to Year 2009 ............................................................................. M-6
B. From Year 2009 to Year 2010, and From Year 2010 to Year 2011 .................... M-6
13. Use of Additional Contractor Electric EEU Funds Pursuant to the Budget Order
2009-2011 ................................................................................................................ M-7
14. No Employee Benefits for Contractor .................................................................... M-7
15. Reliance by State on Representations ..................................................................... M-7
16. Set Off ..................................................................................................................... M-8
17. Taxes Due to the State ............................................................................................ M-8
18. Suspension of Payment to Contractor .................................................................... M-8
19. No Resale ................................................................................................................ M-8
XV.
10
Attachment N – 2009-2012 Performance Incentive Mechanism
1. Overview .................................................................................................................. N-1
2. Description of Performance Indicators ................................................................... N-2
A. Cumulative Annual Electricity Savings .............................................................. N-2
(1) Weighting ..................................................................................................... N-2
(2) 100% Target Level ....................................................................................... N-2
(3) Threshold and Scaling up to 100% Target Level .......................................... N-2
(4) Performance Award up to 100% Target Level ............................................. N-3
B. Total Resource Benefits ...................................................................................... N-3
(1) Weighting ..................................................................................................... N-3
(2) 100% Target Level ....................................................................................... N-3
(3) Threshold and Scaling up to 100% Target Level .......................................... N-4
(4) Performance Award up to 100% Target Level ............................................. N-4
C. Summer Peak Demand Savings ......................................................................... N-4
(1) Weighting ..................................................................................................... N-4
(2) 100% Target Level ....................................................................................... N-4
(3) Threshold and Scaling up to 100% Target Level .......................................... N-5
(4) Performance Award up to 100% Target Level ............................................. N-5
D. Winter Peak Demand Savings ............................................................................ N-5
(1) Weighting ..................................................................................................... N-5
(2) 100% Target Level ....................................................................................... N-5
(3) Threshold and Scaling up to 100% Target Level .......................................... N-6
(4) Performance Award up to 100% Target Level ............................................. N-6
E. Summer Peak Demand Savings in Certain Geographic Areas ............................. N-6
(1) Weighting ...................................................................................................... N-6
(2) 100% Target Level ........................................................................................ N-6
(3) Threshold and Scaling Up to 100% Target Level ......................................... N-7
(4) Performance Award up to 100% Target Level ............................................. N-7
F. Winter Peak Demand Savings in Certain Geographic Areas ................................ N-7
(1) Weighting ...................................................................................................... N-7
(2) 100% Target Level ........................................................................................ N-7
(3) Threshold and Scaling up to 100% Target Level .......................................... N-8
(4) Performance Award up to 100% Target Level ............................................. N-8
G. Business End Uses .............................................................................................. N-8
(1) Weighting ..................................................................................................... N-8
(2) 100% Target Level ....................................................................................... N-8
(3) Threshold and Scaling up to 100% Target Level .......................................... N-9
(4) Performance Award ..................................................................................... N-9
H. Performance Indicator for Unregulated Fuels Activities Funded by Contractor
Unregulated Fuel Funds .................................................................................... N-9
I. Revised Avoided Cost Projections, Costing Periods and Line Loss Factors ........ N-9
3. Additional Performance Awards for Achievement Above 100% Target Level .... N-10
4. Minimum Performance Requirements .................................................................. N-11
A. Five Minimum Performance Requirement Standards ....................................... N-11
B. Calculating Performance Awards ..................................................................... N-13
5. One-Time Adjustment to 100% Target Levels and Associated Factors ................. N-14
6. Documentation and Verification ............................................................................ N-15
A. Cumulative Annual Electricity Savings, Total Resource Benefits, Summer Peak
Demand Savings, Winter Peak Demand Savings, Summer Peak Demand Savings
11
in Geographic Areas, Winter Peak Demand Savings in Geographic Areas and
Business End Uses ........................................................................................... N-15
(1) Verification Process ................................................................................... N-15
(2) Establishment and Documentation of Savings Estimates ......................... N-16
(3) Updating of Estimates ............................................................................... N-17
B. Performance Indicator for Unregulated Fuels Activities Funded by Contractor
Unregulated Fuel Funds ................................................................................... N-17
C. Minimum Performance Requirements ............................................................... N-17
(1) Verification Process ................................................................................... N-17
7. Table N-1: 2009-2011 Contractor Electric EEU Funds Performance Indicators and
Awards
8. Table N-2: 2009-2011 Contractor Electric EEU Funds Threshold and Scaling up to
100% Target Level
9. Table N-3: 2009-2011 Contractor Electric EEU Funds Scaling Above 100% Target
Level
10. Table N-4: 2009-2011 Contractor Electric EEU Funds Minimum Performance
Requirements
11. Table N-5: Minimum TRB per Geographic Area for Minimum Performance
Requirement #5
12. Table N-6: Agreed-Upon Assumptions for Residential Standard CFL Savings
13. Table N-7: Agreed-Upon Assumptions for Residential Standard CFL Savings:
Summer Peak Demand Savings in Certain Geographic Areas
14. Table N-8: Agreed-Upon Assumptions for Residential Standard CFL Savings:
Winter Peak Demand Savings in Certain Geographic Areas
XVI. Attachment O – 2006-2012 Calculation of Total Cap
XVII. Attachment P – Estimated EEU Funds 2009-2012
XVIII. Attachment Q – Calculation of Total Cap
XIX. Attachment R – 2009-2011 Estimated Contractor FCM Funds and
Contractor Unregulated Fuel Funds
XX.
Attachment S – 2009-2011 Estimated Budget
XXI. Attachment T – 2009-2011 List of Key Personnel
XXII. Attachment U – 2009-2011 Distribution List for Reports and Other
Information Sharing Documents
12