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HomeMy WebLinkAboutItem 5f - Authorization to accept TECH Clean CA Quickstart Grant Item 5f Department: Administration Cost Center: 1005 For Agenda of: 2/3/2026 Placement: Consent Estimated Time: N/A FROM: Greg Hermann, Deputy City Manager Prepared By: Gray Gautereaux, Green Buildings Analyst Chris Read, Sustainability Manager SUBJECT: AUTHORIZATION TO ACCEPT TECH CLEAN CALIFORNIA QUICKSTART GRANT TO SUPPORT LOCAL ENERGY EFFICIENCY RETROFITS IN MOBILE AND MANUFACTURED HOMES RECOMMENDATION 1. Accept the TECH Clean California QuickStart Award; and 2. Authorize the City Manager, or their designee, to execute the draft grant agreement and related documents and approve the budget changes necessary to appropriate the grant amount upon acceptance of the grant award; and 3. Authorize the City Manager, or their designee, to execute the draf t Community Partnership Agreements Between the City of San Luis Obispo and: Community Action Partnership of San Luis Obispo, Diversity Coalition of San Luis Obispo County, and San Luis Obispo Climate Coalition. POLICY CONTEXT On December 13, 2022, Council adopted the 2023-27 Climate Action Work Program and voted to “authorize staff to apply for grants that fund implementation of the 2023 -27 Climate Action Plan Work Program and authorize the City Manager to execute grant agreements and related documents.”1 Pillar 3 of the Climate Action Plan for Community Recovery includes Foundational Action 2.1.B Green Buildings which was operationalized as the following action in the 2023 -25 Climate Action Major City Goal: Create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors. The City of San Luis Obispo’s Financial Management Manual, Section 740 - Grant Management Policy states that Council has the authority to approve all grant applications in excess of $5,000 and delegate receipt and contract execution to the City Manager. 1 https://opengov.slocity.org/WebLink/DocView.aspx?id=170960&dbid=0&repo=CityClerk Page 35 of 185 Item 5f DISCUSSION Background Climate Action Plan In 2022, Council adopted the 2023-27 Climate Action Plan Work Program, which includes an action to create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors. Buildings Upgrade Prize To implement this action, in 2023, staff partnered with the Diversity Coalition of San Luis Obispo County (Diversity Coalition) and the Community Action Partnership of San Luis Obispo (CAPSLO) to successfully apply for the Department of Energy’s (DOE) Building Upgrades Prize (“Buildings Up”). The prize focused on energy efficiency retrofits in manufactured housing as a source of naturally occurring afforda ble housing. In implementing the prize, stakeholder engagement helped ground the work in local conditions. Input from manufactured home residents, manufactured housing community managers, community-based organizations, and technical experts helped identify resident interest, resident need, and appropriate energy efficiency retrofit solutions. In 2024, the team transitioned to a second phase of the project focused on a 12-month technology demonstration to research the cost-effectiveness and feasibility of heat pump technology in mobile homes and to pilot potential features of a future energy advisor service. From October through December 2024, using Buildings UP prize funding, CAPSLO provided four residents in a local mobile home park (with different mobile home vintages, sizes, and occupancy characteristics) with energy audits, weatherization upgrades, electrical panel upgrades, and heat pump water heater and/or heat pump HVAC system installations. Over the next 12 months, CAPSLO and the Diversity Coalition monitored energy use and bill impacts of switching from natural gas to electric heat pump appliances. The team also provided supportive services including a monthly bill protection program, on-call energy coaching and troubleshooting for their new appliances, and quarterly home comfort check-ins to better understand the participants needs, concerns, and experience with their home upgrades. In parallel, the project team met with representatives from Central Coast Community Energy, Tri-County Regional Energy Network, and the California Energy Commission to advocate for home energy upgrade incentive options for residents of manufactured housing. Findings from the first twelve months illustrated the mobile home and occupancy characteristics that predict positive and negative outcomes as they relate to comfort and energy bill impacts. Across all sites, energy use decreased, however most energy bills increased slightly due to unfavorable utility rate structures in master-metered mobile home parks and the introduction of air conditioning into homes that did not previously have it. Page 36 of 185 Item 5f Participants in this phase were protected from bill increases through the limited-term bill protection program, which offset the difference between the new electric bill compa red to a “no project” alternative. Before the end of the 12-month monitoring cycle, Diversity Coalition returned to each participant and reviewed their energy bill trends, energy use trends, and inquired about their satisfaction with their new technology. Residents were given the option of a complementary removal of the installed heat pumps, to be reverted to high-efficiency natural gas appliances. All four participants opted to keep their heat pumps, deciding that the comfort and climate benefits of their new appliances outweighed energy bill variability. While these initial findings are useful, it should be noted that each of the four participants had distinctly different energy use patterns, and at the same time, structural conditions in energy costs are continuing to shift (i.e., natural gas rates are forecast to grow faster than electricity rates through the end of the decade, several large local mobile home parks are transitioning to individually metered parks enabling special lower cost electric rates, and “plug-in” solar and battery storage is emerging a solution for reducing electricity bills in mobile and manufacturing homes). TECH Quick Start Grant The DOE planned a third phase of the Buildings Up Prize funding to scale implementation beyond the initial research; however, the current federal administration shifted DOE priorities and the third round was not offered. In November 2025, staff became aware of a state grant, the TECH QuickStart Scaling Fund, that would effectively replace the third round of the Buildings Up program. Per the authority delegated by Council for grants that implement the 2023-25 Climate Action Plan Work program, staff applied in partnership with Diversity Coalition, CAPSLO, and SLO Climate Coalition, and in December were selected to receive the grant in a total amount of $258,910.2 The purpose of the grant project is to test approaches that overcome market barriers to heat pump adoption. The grant program, which runs from January to December 2026, would fund the expansion of the Buildings Up program detailed above. Diversity Coalition and SLO Climate Coalition would conduct additional outreach to manufactured housing communities to share education and resources and solicit additional program participants and the SLO Climate Coalition would integrate lessons learned into their existing Home Energy Advising Service. The proposed work program will benefit from the earlier research phases and will focus primarily on direct installations of beneficial electrification upgrades, with t he majority of funding going to CAPSLO to complete up to 26 additional heat pump upgrades in manufactured homes. While there are minor research components, th e majority of the requested grant funding will be going directly into installations. The City’s proposed role is supporting local community-based organizations with regular project check-ins, assisting with quarterly grant reporting, and passing through funds to the project team. 2 This authority was delegated via the Council action taken at the December 13, 2022 City Council meeting via staff’s recommendation #2. The Council Agenda Report for that item is available at : https://opengov.slocity.org/WebLink/DocView.aspx?id=170960&dbid=0&repo=CityClerk Page 37 of 185 Item 5f TECH Quick Start Grant Agreement Attachment A provides the draft grant agreement between City the TECH Quick Start program administrator (Energy Solutions). The draft agreement provided in Attachment A may be subject to minor non-substantive amendments. Staff’s recommendation is to approve program participation and to delegate signatory authority of the agreement in its final form to the City Manager. Administrative Considerations In previous Buildings Up prizes, staff passed funds through to partners via “sole source” purchase orders. Since that time, procurement rules have been clarified and the purchasing policy compliant approach in this context is for each partner to have a community partnership agreement in place. Attachments B, C, and D are the draft community partnership agreements for each of the named partners in the grant. Each of the organizations have reviewed the draft agreements and are supportive of the language contained therein. The draft agreements may be subject to minor non -substantive amendments; staff’s recommendation is to delegate signatory authority for the agreements in their final form to the City Manager. Previous Council Action  August 2020 – Council adopted Resolution 11159 (2020 Series) which approved the Climate Action Plan for Community Recovery with the goal of community carbon neutrality by 2035 and a sub-goal of 50 percent reduction in emissions from existing buildings by 2030.  December 2022 – Council adopted Resolution No. 11381 (2022 Series) reaffirming these goals and created a work program for fiscal years 2023-27, including a Green Buildings Action to develop a voluntary retrofit program that connects low income community members with resources. Council also took action at this meeting to delegate grant submittal and agreement execution to staff for funding that implements the Climate Action Plan.  June 2023 – Council adopted the 2023-25 Financial Plan Climate Action Major City Goal 4.1.i, which directs staff to conduct a study session, and pending Council direction, develop an equitable framework for cost effective building electrification retrofit policies, with an initial focus on additions and alterations, as called for by CAP Green Buildings Task 2.1.E. Public Engagement Staff have conducted extensive outreach on the topic of green buildings generally, and with mobile and manufactured communities specifically. This item is on the agenda for the February 3, 2026 City Council meeting and will follow all required postings and notifications. The public will have an opportunity to comment on this item at or before the meeting. Page 38 of 185 Item 5f CONCURRENCE The Community Partnership Agreements with SLO Climate Coalition, the Diversit y Coalition, and CAPSLO concur with the scope of work in the grant agreement and the proposed Community Partnership Agreements. ENVIRONMENTAL REVIEW The California Environmental Quality Act does not apply to the recommended action in this report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378. However, if the recommended action in this report were to constitute a “Project” it would still be categorically exempt from environmental review per CEQA Guidelines Sec. 15301, Existing Facilities, as it would reduce energy use and associated greenhouse gas emissions in existing buildings. FISCAL IMPACT Budgeted: No Budget Year: 2025-26 Funding Identified: Yes Fiscal Analysis: Funding Sources Total Budget Available Current Funding Request Remaining Balance Annual Ongoing Cost General Fund $ $ $ $ State $258,910 Federal Fees Other: Total $ $258,910 $ $ The entirety of $258,910 identified in the draft grant agreement would be passed through to the identified community-based organizations, who in turn will use most of the funding for direct installation of energy efficiency retrofits in community member homes. The City will use existing programmed staff time as an “in-kind” match to assist with grant administration. Under the current proposed agreement:  $193,910 would go to CAPSLO to serve as the general contractor on the project, which includes the purchase and installation of five central heat pump HVAC systems, six window saddle heat pumps, 15 heat pump water heaters, and (as necessary) 100-amp electrical panels in the homes of local income-qualified residents. This cost also includes permits and administrative overhead.  $35,000 would go to Diversity Coalition for continued outreach to manufactured housing communities, home comfort check-ins, and support with a bill protection Page 39 of 185 Item 5f program that would be administered in certain instances.  $25,000 would go to SLO Climate Coalition for the inclusion of mobile and manufactured homes into their Home Energy Advising Service platform.  $5,000 would go to the current technical service provider (Artemesia Energy) supporting CAPSLO with the bill protection program. ALTERNATIVES 1. Council could direct staff to decline the TECH QuickStart Grant award offer. If the grant award offer is declined, CAPSLO, the Diversity Coalition, and the SLO Climate Coalition will not receive funds to carry out the project, which is intended to assist low-income households in making their homes more resilient to weather and climate impacts while helping to meet the City’s climate action goals. 2. Council could request amendments to the TECH QuickStart Grant and/or Community Partnership Agreements. Requests of this nature may impact staff’s ability to complete the grant in the intended time frame and staff would request specific direction on any requested amendments. ATTACHMENTS A - Draft TECH QSG Agreement B - Draft Community Partnership Agreement – CAPSLO C - Draft Community Partnership Agreement – Diversity Coalition D - Draft Community Partnership Agreement – SLO Climate Coalition Page 40 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 1 TECH Quick Start Grant Participation Agreement This TECH Quick Start Grant Participation Agreement (“Agreement”) issued by and between Cohen Ventures, Inc., dba Energy Solutions (“Energy Solutions”), and City of San Luis Obispo, a California municipality (“Quick Start Grant Recipient” or “Grantee”) is made effective upon signature by Grantee. Capitalized terms not otherwise defined herein shall have the meanings given to them in the Agreement. Grantee will provide its services to Energy Solutions on the following project: Project Name: SLO Green and Healthy Homes (the “Project”) TECH QSG Project Coordinator(s): Alison Seel, VEIC aseel@veic.org Michael Greco, Energy Solutions mgreco@energy-solution.com Quick Start Grant Recipient Project Coordinator: Chris Read 805-781-7151 cread@slocity.org Program Description The TECH Clean California initiative (hereafter referred to as the “Program”) provides incentives for the installation of qualifying HVAC heat pumps (“HVAC Heat Pumps”) and Heat Pump Water Heaters (“HPWH”), and other eligible equipment at qualifying customer (“Customer”) sites. The Customer is defined as the person or party whose name is on the invoice and/or project agreement. The Quick Start Grants (“QSG”) Program is designed to fund localized, vanguard approaches to accelerate deployment of heat pump space and water heating technologies. This allocation of funds is targeted at testing market transformation strategies and approaches, supporting technology development, and leveraging high-impact opportunities to increase the installed base of heat pump technologies. Cohen Ventures, Inc. dba Energy Solutions (“Energy Solutions”) is implementing the Program on behalf of the Southern California Edison Company (“SCE”), which is administering the Program at the direction of the California Public Utilities Commission (“CPUC”). Page 41 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 2 Program Term This Agreement is effective upon the date it is executed by Quick Start Grant Recipient and will continue until March 31, 2027 (“Program End Date’) unless earlier terminated in accordance with the provisions in this Agreement. The Program or this Agreement may be modified or terminated by Energy Solutions at any time without notice. Termination of this Agreement or expiration of this Agreement shall not relieve Quick Start Grant Recipient of any warranties or other obligations expressed herein which by their terms are intended to extend beyond termination. PROGRAM DEFINITIONS When used in this Agreement, the following terms, with initial capitalization, have the meanings specified below: “Heat Pump Incentive (Incentive)” means financial reimbursement (e.g. rebates, discounts) to Quick Start Grant Recipient paid pursuant to this Agreement to encourage the installation of HVAC Heat Pumps and HPWHs. The Incentive for each Qualifying Equipment will be set forth on the Qualifying Equipment List, as such may be modified in accordance with this Agreement. “Participating Trade Professional” means an entity that participates in any TECH Initiative program. The CPUC, at its sole discretion, reserves the right to review and approve if an organization is a Participating Trade Professional. “Qualifying Customer” means a California resident that is eligible for available Incentives. “Qualifying Equipment” means equipment that is eligible for Incentives. Qualifying Equipment is limited to equipment included on the Qualified Equipment List. “Qualifying Equipment List” The list of Qualifying Equipment that is eligible for Incentives. “Quick Start Grant Recipient” refers to the selected awardee of the Quick Start Grant solicitation. “Services” refer to the activities included in the Statement of Work (see Exhibit A) that will be performed by the Quick Start Grant Recipient. PROGRAM TERMS OF PARTICIPATION Term, termination, suspension rights Energy Solutions reserves the right to terminate this Agreement or any part of this Agreement for any reason or for no reason in its sole discretion. In the event of such termination, the Quick Start Grant Recipient shall immediately cease participation in the Program, including but not limited to any applicable use of Program materials such as announcement flyers, program website material or any other physical or digital material containing program details. Energy Solutions will not pay Quick Start Grant Recipient incentives for any Applications dated and submitted or Page 42 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 3 grant funding for work performed after receipt of notice of termination or for any costs incurred by the Quick Start Grant Recipient post-termination. Energy Solutions reserves the right to terminate this Agreement for cause in the event of any default by the Quick Start Grant Recipient, or if the Quick Start Grant Recipient fails to comply with any of the terms and conditions of this Agreement. Examples of cause include but are not limited to (a) failure to properly complete incentive forms; (b) failure to properly process incentives; (c) loss of certifications necessary for participation in the Program, insolvency; or (d) failure to provide Energy Solutions reasonable assurances of future performance. If terminated for cause, the Quick Start Grant Recipient (1) shall be liable for all damages resulting from the default that led to termination and (2) shall immediately cease participation in the Program. Changes to the Program Energy Solutions may, in its sole discretion, make changes to the Program at any time, including, without limitation, modifying incentive amounts, and adding or removing Qualifying Equipment from the Program. The date of such change(s) will take effect on the earlier of (a) the date the change is posted on the Program website, or (b) the date the Quick Start Grant Recipient receives written notice of such change, and will apply to any installations completed on or after the date the change takes effect regardless of the date the incentive is applied for. Written notice will generally be provided in email format. QUICK START GRANT RECIPIENT TERMS AND REQUIREMENTS 1.0 SUBCONTRACTING Quick Start Grant Recipient may use subcontractors to install Qualifying Equipment or perform services specified in the Statement of Work, provided the Quick Start Grant Recipient takes full responsibility for the services provided by their subcontractors. Quick Start Grant Recipient represents and warrants to Energy Solutions, SCE, and CPUC that all of Quick Start Grant Recipient’s subcontractors will perform their Services in a professional manner and with the degree of skill and care that is consistent with current, good, and sound professional procedures and practices. 2.0 CONFIDENTIAL DATA Qualifying Customer names, utility account numbers and utility billing data are considered confidential data and may not be provided via email. This data may be provided through the TECH Clearinghouse, or if any additional transfer of confidential data is required, Energy Solutions will setup a secure file transfer website for Quick Start Grant Recipient to use to transfer data. Quick Start Grant Recipient is solely responsible for the secure storage of confidential information in its possession that is collected for the submission of incentive claims. Quick Start Grant Recipient must destroy any customer utility account numbers and utility Page 43 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 4 billing data in its possession no later than the date of the incentive payment clearing for the incentive submission in question, or 12 months, whichever is lesser. 3.0 MARKETING MATERIALS Quick Start Grant Recipient shall submit all marketing materials related to the Services being provided to Energy Solutions hereunder to the Energy Solutions Representative for approval prior to their release or communication. Except as provided for herein, Quick Start Grant Recipient shall not use the name or logo of the CPUC on marketing materials for its program unless Quick Start Grant Recipient obtains prior written approval of the CPUC. Quick Start Grant Recipient shall not use SCE’s, name, trademark, trade name, logo, identity, or any affiliation for any reason or in any way, including on marketing materials, without SCE’s prior written consent, which may be withheld by SCE, if applicable, in its sole discretion. Quick Start Grant Recipient is prohibited from stating, implying or in any way representing to third parties, Customers or program participants that SCE has endorsed or approved Quick Start Grant Recipients, its Subcontractors or their performance of the Services. Notwithstanding the foregoing, Quick Start Grant Recipient shall disclose their source of funding for the program by stating prominently on marketing materials that “Funding for this project is part of California Climate Investments, a statewide initiative that puts billions of Cap-and-Invest dollars to work reducing greenhouse gas emissions, strengthening the economy, and improving public health and the environment — particularly in disadvantaged communities.” 4.0 NON-DISCRIMINATION Quick Start Grant Recipient and its subcontractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employm ent because of sex, race, color, ancestry, religions creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (cancer), age (over 40), marital status, and denial of family care leave. Quick Start Grant Recipient and subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. 5.0 GOVERNING LAW; JURISDICTION AND VENUE This Agreement will be interpreted under, and any disputes arising out of this Agreement will be governed by, the laws of the State of California, without reference to its conflicts of law principles. Quick Start Grant Recipient irrevocably consents to the jurisdiction of the state and federal courts located in the State of California, USA, in connection with all actions arising out of or in connection with this Agreement, and waives any objections that venue is an inconvenient forum. Quick Start Grant Recipient further agrees that it will not initiate any action against Energy Solutions or CPUC in any other jurisdiction. 6.0 WAIVER Page 44 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 5 Delay or failure to enforce or insist on strict compliance with any provision of this Agreement does not constitute a waiver or otherwise modify this Agreement. Waiver of any right granted under this Agreement on one occasion will not: (i) waive any other right; (ii) constitute a continuing waiver or (iii) waive that right on any other occasion. 7.0 COMPENSATION AND METHOD OF PAYMENT Energy Solutions will pay Quick Start Grant Recipient the Quick Start Grant on a fixed price basis at the schedule and amounts set forth in the Budget and Payment Sections of the Quick Start Grant solicitation, attached and incorporated herein as Exhibit A. Quick Start Grant Recipient shall be paid in arrears, based upon invoices submitted by Quick Start Grant Recipient, and approved by Energy Solutions and SCE. If a payment schedule sets forth progress payments that are due when given tasks or milestones are completed, the full amount of the progress payment due upon completion of the task or milestone shall then become payable to Quick Start Grant Recipient at that time, without deduction, subject to invoicing and payment timing terms described below. Quick Start Grant payments to Quick Start Grant Recipient will be subject to Energy Solutions first receiving payment from SCE when Energy Solutions is invoicing such work by Quick Start Grant Recipient to SCE. Energy Solutions shall pay Quick Start Grant Recipient for all approved invoices within seven (7) business days of receiving payment from SCE. In accordance with the billing schedule set forth in the Budget and Payment Sections of Exhibit A, Quick Start Grant Recipient shall submit to Energy Solutions invoices for payment within seven (7) calendar days of month’s end. Each invoice shall specify the Quick Start Grant Recipient’s payee name, Task Order, and shall specify in detail the final incentive amount and calculation, Services performed, the names of Quick Start Grant’s personnel who performed the Services set forth in the Task Order, their respective hours worked and labor rates together with reimbursable costs and other allowable charges itemized. Each invoice shall include the current monthly amount being invoiced, the cumulative amount invoiced to date, the cumulative retained amount, and the total fixed price. Energy Solutions shall review Quick Start Grant Recipient’s invoices, and Quick Start Grant Recipient shall provide any supporting documentation reasonably requested by Energy Solutions and make any corrections to invoices as may be requested by Energy Solutions from time to time. If the Quick Start Grant Recipient receives the first fixed-price milestone payment for the “project start” milestone but fails to perform any additional Services under the Statement of Work, Energy Solutions may, in its reasonable discretion, require the Quick Start Grant Recipient to refund the full amount of that milestone payment. 8.0 INDEMNITY Quick Start Grant Recipient agrees to indemnify and hold harmless Energy Solutions, SCE, the CPUC, its officers, agents and employees, from and against any and all claims, demands, liabilities, losses or causes of action which arise out of or are connected with this agreement or Page 45 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 6 the equipment excepting only those claims, demands, liabilities, losses, or causes of action arising solely from the negligence of Energy Solutions, SCE, the CPUC, its officers, agents and employees. 9.0 REGULATORY AND GOVERNING AUTHORITY Quick Start Grant Recipient understands and agrees to these terms and conditions and the Program shall at all times be subject to changes or modifications by the CPUC at its sole discretion. Quick Start Grant Recipient understands and agrees that the CPUC may at any time commence an investigation or other regulatory proceeding in connection with the Program and/or these terms and conditions. Quick Start Grant Recipient agrees to cooperate fully with any such investigation or proceeding. 10.0 TAX LIABILITY Quick Start Grant Recipient will report grant funding on IRS Form 1099 unless Quick Start Grant Recipient has indicated its tax-exempt corporate tax status. Quick Start Grant Recipient is encouraged to consult its tax adviser concerning the taxability of incentives. Neither the CPUC nor Energy Solutions are responsible for any taxes, interest, and/or penalties that may be imposed on Quick Start Grant Recipient as a result of receipt of incentives from this program or any other program related cost. Quick Start Grant Recipient assumes all responsibility for collecting and reporting any and all applicable sales tax. Quick Start Grant Recipient acknowledges that at the time of purchase, sales tax must be applied prior to the application of any rebate. Energy Solutions may report incentives that Quick Start Grant Recipient claims as income to Payee on IRS Form 1099 depending on their tax status indicated. CONFIDENTIALITY Quick Start Grant Recipient acknowledges and agrees that CPUC and Energy Solutions have no duty of confidentiality with respect to any information submitted by Quick Start Grant Recipient pursuant to its participation in the Program and that CPUC, SCE, Energy Solutions, and its subcontractors may disclose such information to the CPUC, SCE and/or their authorized agents. This Program is subject to oversight by the CPUC which may wish to review any Program data that Energy Solutions receives. Neither the CPUC, SCE nor Energy Solutions will have any liability to Quick Start Grant Recipient or any other party as result of any public disclosure of any data or other materials submitted by Quick Start Grant Recipient pursuant to the Program. The Quick Start Grant Recipient must follow all applicable laws and regulations for the protection of data that is deemed confidential. 11.0 TECH Program Terms and Conditions: Participating Trade Professional Agreement with Customer Page 46 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 7 To be eligible for incentives under this Agreement, the Quick Start Grant Recipient must enroll in the Program as a Participating Trade Professional and must enter into an agreement with each Qualifying Customer that is receiving an incentivized product (“Customer Agreement”). This Customer Agreement must include the following: i) Participating Trade Professional’s company name and ultimate parent, and ii) Participating Trade Professional’s customer service contact information (phone number and email). Qualifying Equipment: Only Qualifying Equipment, limited to the equipment listed at frontierenergy-tech.my.site.com/contractor support/s, is eligible for the receipt of Program incentives. Program Funding: The Quick Start Grant Program is part of California Climate Investments, a statewide program that puts billions of Cap-and-Invest dollars to work reducing GHG emissions, strengthening the economy, and improving public health and the environment– particularly in disadvantaged communities. The Cap-and-Invest program also creates a financial incentive for industries to invest in clean technologies and develop innovative ways to reduce pollution. California Climate Investments projects include affordable housing, renewable energy, public transportation, zero-emission vehicles, environmental restoration, more sustainable agriculture, recycling, and much more. At least 35 percent of these investments are located within and benefiting residents of disadvantaged communities, low-income communities, and low-income households across California. For more information, visit the California Climate Investments website at: www.caclimateinvestments.ca.gov. Both total and certain segments of Program incentive funding are subject to certain limits and available on a first-come, first-served basis until the funding is exhausted or the Program is terminated. Cancellation Policy, Requirements, Process, and Any Applicable Fees: There are no applicable fees for participating in the Program. Energy Solutions reserves the right to terminate any Agreement with any Participating Trade Professional for any reason or for no reason in its sole discretion. This may result in cancellation of pending incentives. Risks and Benefits of Participation: There are no guaranteed benefits for participating in the Program. Incentives are available on a first come first serve basis and can significantly reduce upfront costs of installations. Installing Qualifying Equipment does not guarantee a certain amount of energy or gas savings. The Program will not assume liability for any unpaid incentives, which may present a risk to the Participating Trade Professional and Qualifying Customer. As part of this Agreement, the Participating Trade Professional acknowledges all risks associated with participating in the TECH initiative. By signing below, you acknowledge and accept all risks associated with participating in the Program. Disclosure: Quick Start Grant Recipient, Energy Solutions, and other third parties associated with the Program are not a representative of SCE or otherwise affiliated with SCE. Page 47 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy-solution.com 8 Installation Requirements: The Program requires that the Qualifying Equipment is installed at an eligible customer address that is in California and that the Qualifying Equipment is installed in place of an existing water heater or furnace, or has controls installed that prevent furnace from operating as the main heating source. Quality Assurance and Quality Controls Protocols: All Services performed will be subject to automated and manual protocols designed by Energy Solutions to evaluate that equipment and customers are eligible to receive program funding, that equipment replaced an existing system and equipment is in good working order. These processes will be used to identify fraudulent activities and ensure no fraudulent data is submitted in applications. Inspections and Verification: The installation of equipment will be subject to verification and metering by Energy Solutions, its representatives and Program evaluators, as approved by CPUC. Verification, evaluation (including onsite inspections at your address), and metering may be performed on all Qualifying Equipment or a select portion thereof. Evaluation activities may include surveys and interviews of contractors, homeowners and/or occupants to understand equipment performance and the Program experience. Notice: California Consumers are not obligated to purchase any full fee service or other service not funded by the Program. This program is funded by the California Climate Investments and administered and implemented by Energy Solutions through a contract with Southern California Edison Company on behalf of various California utilities and under the auspices of the California Public Utilities Commission (“CPUC”). Any data related to the Program, including any customer data, will be shared with authorized entities, including but not limited to, policy makers, program implementers, and the program evaluator under confidentiality protocols. As this data will not be made public and will follow the confidentiality rules and protocols established by the CPUC in prior proceedings, it does not require individual customer permission. By signing below, Quick Start Grant Recipient agrees to be bound by the terms and conditions of this Agreement, including Exhibit A (Statement of Work) and any other associated Exhibits and Appendices, and has caused this Agreement to be executed by its duly authorized representative. IN WITNESS WHEREOF, THE QUICK START GRANT RECCIPIENT EXECUTED THIS AGREEMENT AS OF THE EFFECTIVE DATE. THE INDIVIDUAL SIGNING BELOW ON BEHALF OF THE PARTY HEREBY REPRESENT AND WARRANT THAT THEY ARE DULY AUTHORIZED TO EXECUTE THIS AGREEMENT AND BIND THEIR RESPECTIVE PARTY TO THE TERMS AND CONDITIONS SET FORTH ABOVE. QUICK START GRANT RECIPIENT: __________________________________ By: _______________________________ Title: ______________________________ Date: ______________________________ Page 48 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 9 EXHIBIT A: STATEMENT OF WORK Quick Start Grant Background Through this project, the SLO Green and Healthy Homes project team will refine and scale equitable services to overcome barriers to heat pump adoption in manufactured homes. Building on past work conducting heat pump technology demonstrations, energy advising, and customer protection services with four manufactured homes, the team will expand these pilot programs to complete at least 5 heat pump HVAC retrofits and at least 20 heat pump water heater upgrades in this unique and challenging retrofit setting. A specialized team available throughout and after installation will support residents as they adjust to new equipment and assist in identifying and addressing issues that arise. Statement of Work Under this Statement of Work, the Grantee shall complete the following activities: 01-Reporting & Coordination The TECH Clean California Quick Start Grant (“QSG”) Energy Solutions and VEIC team will host a kickoff meeting with the Quick Start Grant Recipient. During this meeting, the procedures, requirements for reporting, and invoicing guidelines for the Quick Start Grant Recipient to adhere to will be reviewed, as well as TECH’s repo rting responsibilities to the California Public Utilities Commission (“CPUC”). Following the kickoff meeting, the Quick Start Grant Recipient will participate in monthly meetings with the TECH QSG Project Coordinators to facilitate coordination within TECH workstreams, discuss Project findings and recommendations, and make strategic adjustments throughout the Project. The Quick Start Grant Recipient will also provide brief monthly updates to the TECH QSG Project Coordinators via Excel document in preparation for and during these monthly meetings. The Quick Start Grant Recipient will demonstrate successful completion of each Project milestone to be eligible for payment, as described in the Compensation and Payment Terms below and will submit documentation of milestone achievement with their invoice using a template provided by the TECH QSG Project Coordinators. Any changes to milestones or deadlines will be mutually agreed upon between the TECH QSG Project Coordinators and the Quick Start Grant Recipient via email. Tracking toward project key performance indicators (“KPIs”) and cost s haring will also be reported within the milestone invoices. Page 49 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 10 The Quick Start Grant Recipient will prepare a Final Report in the form of a written report and a slide deck to be presented during a public webinar. This Final Report will at a minimum summariz e the Project approach and lessons learned through the project, evaluate the Project against the proposed KPIs, provide high-level recommendations for future work, and identify proposed strategies to scale the Project. A draft of the written report and slide deck will be provided to the TECH QSG Project Coordinators at least one (1) month before the Project end date for input. The Final Report and slide deck will be completed before the end of the SOW and may be shared publicly via Energy Solutions on the TECH website. 01 - Meetings, Reporting & Coordination Activities 1) Kickoff, monthly, and ad hoc Meetings: a) Grantee will participate in a kickoff meeting and monthly coordination meetings with the TECH QSG Project Coordinator(s) to facilitate coordination within TECH workstreams, discuss Project findings and recommendations, and make strategic adjustments throughout the Project. i) The kickoff meeting will be scheduled to occur within two (2) weeks of Agreement execution. Monthly coordination meetings will be scheduled by the Grantee and TECH QSG Project Coordinator to occur at a mutually agreeable time. (1) After the kickoff meeting, Grantee will submit to the TECH QSG Project Coordinator(s) the associated Milestone Report 1 which shall summarize what was discussed, provide detailed information as it relates to the activities that Grantee will perform pursuant to the Project, and provide responses to any questions posed by the TECH QSG Project Coordinator(s) regarding the Project. b) VEIC will bring all Quick Start Grant Projects together on a quarterly basis for a two (2)-hour virtual meeting. The Quick Start Grant recipient will make its best effort to attend all quarterly meetings. The Quick Start Grant recipient may be asked to: i) Propose agenda items for the quarterly meetings ii) Present its Project and associated challenges and results during these events. 2) Draft Reporting and Completion of Deliverable Milestones a) City staff will prepare a Draft Report in the form of a written report. This Draft Report will include, at minimum, preliminary results and recommendations based on Project implementation, plus background information including the Project approach, theory of change, and research questions. b) Grantee will demonstrate successful completion of each Deliverable milestone to be eligible for payment, as described below, and City staff will submit documentation of milestone achievements in the form of a “Milestone Report” with the invoice for payment using a template provided by Energy Solutions. c) CAPSLO and City Staff will prepare project installation data that aligns with TECH Clean California’s dataset for additional analysis and reporting where possible, consistent with customer confidentiality, data sensitivity, and availability. 3) Final Report: a) City Staff will prepare a Final Report in the form of a written report. This Final Report will, at a minimum, summarize the Project approach and lessons learned through the Page 50 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 11 project, evaluate the Project against the proposed KPIs, provide high-level recommendations for future work, and identify proposed strategies to scale the Project. The Final Report may be shared publicly via Energy Solutions on the TECH website. b) City Staff will prepare a Slide Deck summarizing Project implementation and lessons learned through the Project. A draft of the slide deck will be provided to the TECH Project Coordinators at least one (1) month before the Project conclusion for input. After VEIC and Energy Solutions have approved the slide deck, Grantee will present at a public webinar hosted by the TECH program. The final version of the Slide Deck may be shared publicly via Energy Solutions on the TECH website. 02-Outreach, Engagement, and Enrollment Diversity Coalition will conduct outreach and engagement activities in up to three manufactured housing communities, including Chumash Village, a previously engaged community. Outreach will be delivered at varying levels of engagement based on each community’s prior exposure to the program, interest, and readiness. Grantee will enroll interested participants to receive weatherization and heat pump upgrades. Activities that Grantee will complete: 1) Outreach and engagement activities in up to three (3) manufactured housing communities. Exact outreach activities will be tailored to each community’s needs and existing knowledge, and may include introductory outreach (such as stakeholder meetings or community presentations), intermediate engagement (such as group meetings or town hall–style gatherings), or follow-up engagement that builds on prior work (for example, a follow-up meeting in a community such as Chumash Village). Acros s these engagement levels, Diversity Coalition will share relevant information about heat pump upgrades, lessons learned from earlier installations where applicable, behavioral best practices as appropriate, and eligibility requirements for participation in the next phase of upgrades. Outreach activities may also support lead generation for SLO Climate Coalition and CAPSLO, as appropriate. All outreach activities will include a mechanism for residents to express interest in participating in future upgrades once eligibility is established. a) Responsible for completing Activities: Diversity Coalition b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant Recipient Project Coordinator c) Deliverable(s): Documentation of community outreach 2) Enroll participants to receive weatherization and heat pump upgrades . Diversity Coalition will share the list of interested residents with SLO Climate Coalition and CAPSLO. If residents meet DOE Weatherization Program income eligibility levels, CAPSLO will lead on participant eligibility verification and enrollment, to include comprehensive energy audits, reviewing Consumer Protection and Disclosure Forms with residents, and finalizing participant enrollment agreements. CAPSLO will report enrollment updates at bi-weekly project management meetings. Enrolled participants will be added to HubSpot by SLO Climate Coalition staff. Page 51 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 12 If residents meet HUD low-income guideline levels, SLO Climate Coalition will lead on participant enrollment and project management, to include basic energy audits, reviewing Consumer Protection and Disclosure Forms with residents, and finalizing participant enrollment agreements. CAPSLO will report enrollment updates at bi-weekly project management meetings. Enrolled participants will be added to HubSpot by SLO Climate Coalition Staff. City staff will be responsible for tracking overall enrollment progress to ensure the team is on track to achieve each milestone deliverable and to inform milestone reports. a) Responsible for completing Activities: CAPSLO b) Responsible for ensuring Activities were satisfactorily completed : Quick Start Grant Recipient Project Coordinator c) Deliverable(s): Documentation of participant enrollment 03- Installation, Energy Monitoring, Bill Protection, Concierge Project Management Activities Grantee will complete under this Task include: 1) Scoping and scheduling installations . For enrolled participants that meet DOE Weatherization Program income eligibility levels, CAPSLO will conduct DOE energy audits of their homes to determine scopes and schedules of work to be completed, including weatherization, panel upgrades, and heat pump HVAC/heat pump water heater installations. For enrolled participants that meet HUD low-income guideline levels, SLO Climate Coalition will complete basic home energy audits and work with enrolled participants to determine the scope of upgrades to be installed, and coordinate with CAPSLO to finalize project scopes and schedules for work to be completed, including panel upgrades and heat pump HVAC/heat pump water heater installations. CAPSLO and SLO Climate Coalition will report project updates at bi-weekly project management meetings to be tracked in HubSpot by SLO Climate Coalition Staff. a) Responsible for completing Activities: CAPSLO and SLO Climate Coalition b) Responsible for ensuring Activities were satisfactor ily completed: Quick Start Grant Recipient Project Coordinator c) Deliverable(s): Documentation of home energy audits; plans for project scopes 2) Performing equipment installations . CAPSLO will apply for all permits and complete all weatherization, electrical panel, heat pump HVAC, and heat pump water heater installations. a) Responsible for completing Activities: CAPSLO b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant Recipient Project Coordinator Page 52 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 13 c) Deliverable(s): Installation documentation & verification 3) Energy monitoring and bill protection payments . CAPSLO’s electrician will install circuit energy monitors in the electrical panel of homes that receive both heat pump HVAC and heat pump water heater upgrades. C APSLO and SLO Climate Coalition will acquire monthly energy bills from enrolled customers to share with the subcontractor responsible for data analysis. A subcontractor for the City will monitor energy monitor status and report to the project team via email if troubleshooting or reconnection is required. The subcontractor will review monthly energy bill and energy monitor data for 12 months to analyze for bill impacts, energy use changes and trends, and determine monthly bill protection payment amounts. The subcontractor will determine and track monthly bill protection payments. Bill protection payment amounts will be reported to CAPSLO, who will pay the determined amount to participants on a monthly basis. City staff will be responsible for reviewing energy monitoring and bill protection updates reported during project management meetings and cross-referenced in HubSpot to inform milestone reporting. a) Responsible for completing Activities: CAPSLO, SLO Climate Coalition, Energy monitoring subcontractor TBD b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant Recipient Project Coordinator c) Deliverable(s): Documentation of customer energy impacts 4) Ongoing customer support. SLO Climate Coalition will offer ongoing support services to all participants for the duration of the project. Services will include on-call energy coaching to answer questions about using newly installed technology, setting appliances to appropriate settings, learning behavioral techniques to reduce energy bills, and troubleshooting any technology disruptions or failures. SLO Climate Coalition will report to CAPSLO and assist in scheduling return visits as needed for troubleshooting or maintenance requests. SLO Climate Coalition will report service delivery updates at bi- weekly project management meetings, which will be logged in HubSpot by SLO Climate Coalition staff. City staff will be responsible for reviewing customer support activities reported during project management meetings and cross-referenced in HubSpot to inform milestone reporting. a. Responsible for completing Activities: SLO Climate Coalition b. Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant Recipient Project Coordinator c. Deliverable(s): Documentation of customer support activities provided, including log of energy coaching, troubleshooting, or maintenance visits Deliverables The deliverables for this Project are outlined below: Grantee shall submit each De liverable to Energy Solutions by the stated due date in Table 2 below unless otherwise mutually agreed upon in writing by the Parties in advance. 1. “Milestone Reports” which will include documentation of milestone achievement; Page 53 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 14 2. “Draft Report” which will include project background, project approach and theory of change, and preliminary results and recommendations; 3. “Final Report” which will include all sections of the Draft Report updated to include an executive summary and final results and recommendations. Final report will be reviewed and potentially iterated on with Energy Solutions and VEIC prior to finalization; 4. “Slide Deck & Webinar” which will summarize Final Report content for a public audience and presented at public webinar; and 5. “Distribution Report” which will share the approach and activities to distribute the information gained during the project. Grantee will ensure that all activities outlined in the Project Plan are satisfactorily met. Table 2: Deliverable Due Dates Deliverable Due Date Milestone Reports Upon Milestone completion Draft Report December 31, 2026 Final Report March 31, 2027 Slide Deck and Present at Webinar March 31, 2027 Distribution Report March 31, 2027 Schedule To begin as of the Effective Date and continue until March 31, 2027, or until terminated by either Party as set forth in the Agreement. Compensation and Payment Terms The Services performed under this SOW shall be billed on a fixed price milestone (“FP”) basis as determined by the schedule set forth in Table 2 above and pursuant to Section 7 of the Agreement. Payment is contingent upon approval of each Deliverable by Energy Solutions and VEIC. Invoices shall be submitted by Grantee by the fifth (5th) day of the month following Energy Solutions’ written approval of the Deliverable. Table 3: Payment Milestones Milestone Deliverable Percentage of Total Budget Total Milestone Payment ($) Milestone Report 1:  Kick Off Meeting  Documentation of 1 outreach event  Documentation of 5 participants enrolled 20% 64,727.50 Milestone Report 2:  Documentation of 1 outreach event 25% 64,727.50 Page 54 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 15  Documentation of 5 participants enrolled  Documentation of 5 projects completed (home energy audits; plans for project scopes; installation documentation)  Milestone Report 3: Documentation of 1 outreach event  Documentation of 5 participants enrolled  Documentation of 5 projects completed (home energy audits; plans for project scopes; installation documentation) 34% 64,727.50 Milestone Report 4:  Documentation of up to 5 final participants enrolled  Documentation of 5 projects completed (home energy audits; plans for project scopes; installation documentation)  Documentation of ongoing customer support 21% 64,727.50 Milestone Report 5:  Final Reporting including Draft Report, Final Report, Slide Deck, Webinar, and Distribution Report  Documentation of customer energy impacts 0 0 Total $ 2 58,910 Grantee shall notify the TECH QSG Project Coordinators when the charges incurred under this Task Order reach 75% of the Total Budget. If at any time Grantee estimates that the work, as authorized by this SOW, cannot be completed within the Schedule and/or Total Budget, Grantee shall promptly notify the TECH QSG Project Coordinators and shall submit a revised and substantiated estimate. Upon receipt of the revised estimate, Energy Solutions shall review and determine in its sole discretion if issuing a Change Order is appropriate. Absent a Change Order Page 55 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 16 signed by the Parties, Grantee shall not proceed with, or be reimbursed for, any work performed beyond the end date or exceeding the Total Budget of this SOW. Reimbursable Costs Any costs incurred by the Project, including equipment and subcontractors are presumed to be included in the total cost set forth by Grantee in this SOW. There are no reimbursable costs associated with the scope of work outlined above. Scope of Work Budget Grantee’s total invoicing, including expenses, as set forth above, under this SOW shall not exceed the Total Budget of $258,910. Subcontractors Pursuant to the terms outlined in Section 1 “Subcontracting” of the Agreement, the Grantee is permitted to use the below Subcontractor(s) in the performance of the services defined herein. Any additional Subcontractors not defined below must receive prior written approval from the TECH QSG Project Coordinators before proceeding with any work as defined in the S tatement of Work. The Parties agree that such requests for approval may be delivered via email. The Grantee represents and warrants to Energy Solutions that the Grantee and any approved Subcontractors will perform its Services in a professional manner and with the degree of skill and care that is consistent with current, good, and sound professional procedures and practices. Approved Subcontractor(s): ● Community Action Partnership San Luis Obispo, Inc (CAPSLO) ● San Luis Obispo Climate Coalition (SLO Climate Coalition) ● Diversity Coalition of San Luis Obispo (Diversity Coalition) ● Artemisia Energy Participating Trade Professionals For any Project that results in an installation of Qualifying Equipment for a Qualifying Customer by a contractor hired by Quick Start Grant Recipient, Quick Start Grant Recipient will enroll in the TECH program and will require such contractor to enroll in the TECH program as a “Participating Trade Professional(s)” prior to working on the Project and installing any Qualifying Equipment. As a part of the enrollment process into the TEHC program, both parties shall sign and maintain the requirements set forth in the Trade Professional Participation Agreement, which shall be provided to Quick Start Grant Recipient by Energy Solutions. Page 56 of 185 449 15th Street, Oakland, CA 94612 | 510.482.4420 | energy -solution.com 17 Page 57 of 185 Page 58 of 185 COMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC. This COMMUNITY PARTNERSHIP AGREEMENT, hereinafter referred to as the Agreement, is made and entered into in the City of San Luis Obispo on _______(DATE) by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as CITY, and COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO, a California non-profit organization, hereinafter referred to as CAPSLO. WITNESSETH: WHEREAS, the CITY and CAPSLO desire to continue supporting residents benefiting from home energy efficiency and electrification upgrades; and WHEREAS, Pillar 3 of the Climate Action Plan for Community Recovery includes Foundational Action 2.1.B Green Buildings which outlines the following action for the 2023 -25 Financial Plan: Create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors; and WHEREAS, The City has previously executed a Purchase Order to CAPSLO for implementation of Buildings Upgrade Prize funds for the installation of heat pump HVAC and heat pump water systems in manufactured homes; and WHEREAS, CAPSLO is a named partner on the City’s TECH QuickStart Grant application which was selected for award; and WHEREAS, the CITY desires to maintain a mutually beneficial relationship between the CITY and CAPSLO to advance climate goals; and WHEREAS, the CITY has determined that partnerships with community organizations to provide shared services to the community are of great benefit and CAPSLO has expressed a willingness to continue these shared services, in partnership and in cooperation with the CITY; and WHEREAS, CAPSLO is uniquely qualified to provide the services contemplated under this Agreement due to its more than 30 years of experience delivering home repair and energy upgrade programs to low-income households in the community. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for one (1) year from January 1, 2026 to January 1, 2027. The terms of this Agreement may be amended upon the mutual written agreement of the parties. 2. FINANCIAL MANAGEMENT. The CITY and CAPSLO agree to a series of terms as outlined below to share in the financial costs associated with home energy upgrades. 2.1 PAYMENT TO CAPSLO FOR GRANT ADMINISTRATION, PERMITTING AND INSTALLATION SERVICES. The CITY shall compensate CAPSLO in an amount not to exceed $193,910 over the one year duration of this Agreement. A. CAPSLO shall invoice the CITY for these costs on a milestone basis reflective of the compensation timeline detailed in the TECH QuickStart Grant Agreement. B. The CITY shall remit payment to CAPSLO on a milestone basis as TECH QuickStart funds are disbursed. Page 59 of 185 3. ROLES AND RESPONSIBILITIES. The City of San Luis Obispo Sustainability Manager may authorize periodic modifications, within the scope of their financial and/or operational authority, to the Roles and Responsibilities as they may deem necessary or appropriate to the partnership between the CITY and CAPSLO. Any amendment or modifications to the Roles and Responsibilities shall be upon mutual written consent of both parties. A. SCOPE OF SERVICES i. Both parties agree to collaborate on SLO Green and Healthy Homes program projects as outlined in the work plan for the Green Buildings Pillar of the Climate Action Plan. ii. The CITY Sustainability Manager and CAPSLO Staff will meet monthly during the one (1) year term to coordinate project administration and implementation. B. CITY OBLIGATIONS i. The CITY Sustainability Manager will set monthly reoccurring meetings with CAPSLO Staff during the one (1) year term. ii. The CITY shall remit the payment to CAPSLO as outlined in the TECH Quick Start agreement during the one (1) year term. iii. The CITY shall provide administrative support for grant management and reporting. iv. C. CAPSLO OBLIGATIONS i. CAPSLO will provide quotes and subsequent invoices for all permit acquisition, weatherization installation, and appliance upgrade services during the one (1) year agreement term, which will cover: a. Energy audits b. Weatherization (where necessary and feasible to reduce bill impacts) c. Electrical panel upgrades d. Heat pump water heater installations e. Heat pump HVAC installations f. Heat pump washer/dryer installations g. Induction cooktop installations h. Backyard Solar + Battery installations ii. CAPSLO will provide project updates during CITY and CAPSLO bi-weekly project management meetings. 4. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. 5. AGREEMENT TERMINATION. Either party may terminate the Agreement for convenience provided that 30 days written notice is given. The Agreement may be terminated by either party for cause, provided that written notice has been given in the manner specified herein stating the reasons for the intended termination and providing the other party at least 10 days to cure any alleged breach. If the party receiving notice fails or refuses to cure the alleged breach within 10 days, or to make substantial progress toward cure to the satisfa ction of the party demanding cure, this Agreement may be terminated 10 days after receipt of the notice as specified herein. 6. AGREEMENT AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be presented in writing by the City’s Sustainability Manager and CAPSLO Energy Program Manager and shall be effective only upon final approval by the City Manager or their designee, except as otherwise stated in Section 3 of this Agreement 7. INSURANCE AND LIABILITY A. Each party to this Agreement shall make the other party, its officers, agents, employees and volunteers as separately additionally insured through a CG 20 26 or equivalent, blanket endorsement or section of the policy no later than October 1 of each year. Each party agree s to provide a commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 -01, in an Page 60 of 185 amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including without limitation, blanket contractual liability. B. Each party agrees to provide a minimum liability and property damage insurance coverage of one million dollars ($1,000,000). C. Each party shall maintain worker’s compensation insurance at a level that is consistent with state law requirements. 8. HOLD HARMLESS AND INDEMNIFICATION A. CITY agrees to defend, indemnify, protect and hold CAPSLO and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to CAPSLO’s employees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of the CITY, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that th e CITY duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of CAPSLO, its agents, officers, employees or volunteers. B. CAPSLO agrees to defend, indemnify, protect and hold the CITY and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to the CITY employees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of CAPSLO, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that CAPSLO’s duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of the CITY, its agents, officers, employees or volunteers 9. NOTICE. All written notices to the parties hereto shall be sent by USPS Mail, postage prepaid by registered or certified mail addressed as follows: CITY: City Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 CAPSLO: Chief Executive Officer Community Action Partnership of San Luis Obispo County, Inc. 1010 Broad Street San Luis Obispo, CA 93401 11. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CAPSLO do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. Page 61 of 185 ATTEST: CITY OF SAN LUIS OBISPO ________________________________ By:________________________________ Teresa Purrington Erica Stewart City Clerk APPROVED AS TO FORM: COMMUNITY ACTION PARTNERHSIP SAN LUIS OBISPO COUNTY, INC. By:_________________________________ J. Christine Dietrick Elizabeth Steinberg City Attorney Chief Executive Officer Page 62 of 185 Page 63 of 185 Page 64 of 185 COMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE DIVERSITY COALITION OF SAN LUIS OPISPO COUNTY This COMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE DIVERSITY COALITION OF SAN LUIS OBISPO COUNTY, hereinafter referred to as the Agreement, is made and entered into in the City of San Luis Obispo on _______(DATE) by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as CITY, and DIVERSITY COALITION OF SAN LUIS OBISPO COUNTY, a California non-profit organization, hereinafter referred to as DIVERSITY COALITION. WITNESSETH: WHEREAS, the CITY and DIVERSITY COALITION desire to continue supporting residents benefit from home energy efficiency and electrification upgrades; and WHEREAS, Pillar 3 of the Climate Action Plan for Community Recovery includes Foundational Action 2.1.B Green Buildings which outlines the following action for the 2023-25 Financial Plan: Create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors; and WHEREAS, The City has previously executed a Purchase Order to Diversity Coalition for administrative support, community outreach, engagement, and qualitative data collection; and WHEREAS, DIVERSITY COALITION is a named partner on the CITY’s TECH QuickStart Grant application which was selected for award; and, WHEREAS, the CITY desires to maintain a mutually beneficial relationship between the CITY and DIVERSITY COALITION to advance climate and equity goals; and WHEREAS, the CITY has determined that partnerships with community organizations to provide shared services to the community are of great benefit and DIVERSITY COALITION has expressed a willingness to continue these shared services, in partnership and in cooperation with the CITY; WHEREAS, DIVERSITY COALITION is uniquely qualified to provide the services contemplated under this Agreement due to its 14 years of experience building relationships with BIPOC, immigrant, and low-income communities through culturally relevant outreach and engagement and prior participation of the 2024 TECH QuickStart Grant cycle to pilot the Electrification for All community education campaign ; NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for one (1) year from January 1, 2026 to January 1, 2027. The terms of this Agreement may be amended upon the mutual written agreement of the parties. 2. FINANCIAL MANAGEMENT. The CITY and DIVERSITY COALITION agree to a series of terms as outlined below to share in the financial costs associated with equitable program design and outreach. A. PAYMENT TO DIVERSITY COALITION FOR PROGRAM DESIGN AND OUTREACH STRATEGY AND IMPLEMENTATION. The CITY shall compensate DIVERSITY COALITION up to $35,000 over the one year duration of this Agreement. A. DIVERSITY COALITION shall invoice the CITY for these costs on a milestone basis as reflected in the TECH QuickStart Grant Agreement. Page 65 of 185 B. The CITY shall remit payment annually to DIVERSITY COALITION on a milestone basis as reflected in the TECH QuickStart Grant Agreement. C. ROLES AND RESPONSIBILITIES. The City of San Luis Obispo Sustainability Manager may authorize periodic modifications, within the scope of their financial and/or operational authority, to the Roles and Responsibilities as they may deem necessary or appropriate to the partnership between the CITY and DIVERSITY COALITION. Any written amendment or modifications to the Roles and Responsibilities shall be upon mutual consent of both parties. A. SCOPE OF SERVICES i. Both parties agree to collaborate on SLO Green and Healthy Homes program projects as outlined in the obligations below. ii. The CITY Sustainability Manager and DIVERSITY COALITION Staff will meet monthly during the one (1) year term to coordinate project administration and implementation. B. CITY OBLIGATIONS i. The CITY Sustainability Manager will set monthly reoccurring meetings with DIVERSITY COALITION Staff during the one (1) year term. ii. The CITY shall remit payment to the DIVERSITY COALITION during the one (1) year term as described in the TECH Quick Start grant agree ment. iii. The CITY shall provide administrative support for grant management and reporting. C. DIVERSITY COALITION OBLIGATIONS i. DIVERSITY COALITION will provide project updates during CITY and DIVERSITY COALITION monthly meetings. ii. DIVERSITY COALITION will assist with equitable program design, and outreach strategy and implementation during the one (1) year agreement term; work shall include: a. Planning and delivering outreach events in 3 local manufactured housing communities. b. Developing outreach, education, and promotional materials to increase project visibility and community awareness. c. Training SLO Climate Coalition staff in equity-centered energy advising services. d. Administrative responsibilities related to grant reporting and achieving of milestones. 3. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. 4. AGREEMENT TERMINATION. Either party may terminate the Agreement for convenience provided that 30 days written notice is given. The Agreement may be terminated by either party for cause, provided that written notice has been given in the manner specified herein stating the reasons for the intended termination and providing the other party at least 10 days to cure any alleged breach. If the party receiving notice fails or refuses to cure the alleged breach within 10 days, or to make substantial progress toward cu re to the satisfaction of the party demanding cure, this Agreement may be terminated 10 days after receipt of the notice as specified herein. 5. AGREEMENT AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be presented in writing by the City’s Sustainability Manager and Diversity Coalition Executive Director and shall be effective only upon final approval by the City Manager or their designee. 6. INSURANCE AND LIABILITY A. Each party to this Agreement shall make the other party, its officers, agents, employees and volunteers as separately additionally insured through a CG 20 26 or equivalent, blanket endorsement or section of the policy no later than October 1 of each year. Each party agrees to provide a commercial gene ral liability insurance with coverage at least as broad as Insurance Services Office form CG 00 -01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including witho ut limitation, blanket contractual liability. Page 66 of 185 B. Each party agrees to provide a minimum liability and property damage insurance coverage of one million dollars ($1,000,000). C. Each party shall maintain worker’s compensation insurance at a level that is consiste nt with state law requirements. 7. HOLD HARMLESS AND INDEMNIFICATION A. CITY agrees to defend, indemnify, protect and hold DIVERSITY COALITION and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to DIVERSITY COALITION employees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of the CITY, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that the CITY duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of DIVERSITY COALITION, its agents, officers, employees or volunteers. B. DIVERSITY COALITION agrees to defend, indemnify, protect and hold the CITY and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to the CITY employees, agents, off icers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of DIVERSITY COALITION, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expe nses of investigating and defending against same; provided, however, that DIVERSITY COALITION duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of the CITY, its agents, officers, employees or volunteers 8. NOTICE. All written notices to the parties hereto shall be sent by USPS Mail, postage prepaid by registered or certified mail addressed as follows: CITY: City Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 DIVERSITY COALITION: Executive Director Diversity Coalition of San Luis Obispo County P.O. Box 376 Arroyo Grande, CA 93421 11. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and DIVERSITY COALITION do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. Page 67 of 185 ATTEST: CITY OF SAN LUIS OBISPO ________________________________ By:________________________________ Teresa Purrington Erica Stewart City Clerk APPROVED AS TO FORM: DIVERSITY COALITION OF SAN LUIS OBISPO COUNTY:. By:_________________________________ J. Christine Dietrick Rita Casaverde City Attorney Executive Director Page 68 of 185 Page 69 of 185 Page 70 of 185 COMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO CLIMATE COALITION This COMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO CLIMATE COALITION, hereinafter referred to as the Agreement, is made and entered into in the City of San Luis Obispo on _______(DATE) by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as CITY, and SAN LUIS OBISPO CLIMATE COALITION, a California non-profit organization, hereinafter referred to as SLO CLIMATE COALITION. WITNESSETH WHEREAS, the CITY and CLIMATE COALITION desire to continue supporting residents benefit from home energy efficiency and electrification upgrades; and WHEREAS, Pillar 3 of the Climate Action Plan for Community Recovery includes Foundational Action 2.1.B Green Buildings which outlines the following action for the 2023 -25 Financial Plan: Create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors; and WHERAS, the CITY has remitted payment to SLO Climate Coalition as funds have allowed consistent with the standing Memorandum of Agreement for services related to hosting National Drive Electric Week and Earth Month events; and WHEREAS, SLO CLIMATE COALITION is a named partner on the CITY’s TECH QuickStart Grant application which was selected for award to offer their Home Energy Advising service to participating residents of manufactured housing; and, WHEREAS, the CITY desires to maintain a mutually beneficial relationship between the CITY and SLO CLIMATE COALITION to advance climate and equity goals; and WHEREAS, the CITY has determined that partnerships with community organizations to provide shared services to the community are of great benefit and SLO CLIMATE COALITION has expressed a willingness to continue these shared services, in partnership and in cooperation with the CITY; WHEREAS, CLIMATE COALITION is uniquely qualified to provide the services contemplated under this Agreement due to its innovative Home Energy Advising service and years of experience with community engagement and climate education. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for one (1) year from January 1, 2026 to January 1, 2027. The terms of this Agreement may be amended upon the mutual written agreement of the parties. 2. FINANCIAL MANAGEMENT. The CITY and SLO CLIMATE COALITION agree to a series of terms as outlined below to share in the financial costs associated with home energy advising service delivery expansion. A. PAYMENT TO CLIMATE COALITION FOR HOME ENERGY ADVISING SERVICE DELIVERY EXPANSION. The CITY shall compensate SLO CLIMATE COALITION up to $25,000 over the one year duration of this Agreement. A. CLIMATE COALITION shall invoice the CITY for these costs on a milestone basis as reflected in the TECH QuickStart Grant Agreement. Page 71 of 185 B. The CITY shall remit payment annually to SLO CLIMATE COALITION on a milestone basis as reflected in the TECH QuickStart Grant Agreement. 3. ROLES AND RESPONSIBILITIES. The City of San Luis Obispo Sustainability Manager may authorize periodic modifications, within the scope of their financial and/or operational authority, to the Roles and Responsibilities as they may deem necessary or appropriate to the partnership between the CITY and CLIMATE COALITION. Any written amendment or modifications to the Roles and Responsibilities shall be upon mutual consent of both parties. A. SCOPE OF SERVICES i. Both parties agree to collaborate on SLO Green and Healthy Homes program projects, as outlined in Work Plan for the implementation of the Green Buildings Pillar of the Climate Action Plan. ii. The CITY Sustainability Manager and SLO CLIMATE COALITION Staff will meet monthly during the one (1) year term to coordinate project administration and implementation. B. CITY OBLIGATIONS i. The CITY Sustainability Manager will set monthly reoccurring meetings with CLIMATE COALITION Staff during the one (1) year term. ii. The CITY shall provide administrative support for grant management and reporting. C. SLO CLIMATE COALITION OBLIGATIONS i. SLO CLIMATE COALITION will provide Home Energy Advising service delivery for SLO Green and Healthy Homes projects and expand service as required during the (1) year agreement term. 4. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. 5. AGREEMENT TERMINATION. Either party may terminate the Agreement for convenience provided that 30 days written notice is given. The Agreement may be terminated by either party for cause, provided that written notice has been given in the manner specified herein stating the reasons for the intended termination and providing the other party at least 10 days to cure any alleged breach. If the party receiving notice fails or refuses to cure the alleged breach within 10 days, or to make substantial progress toward cure to the satisfa ction of the party demanding cure, this Agreement may be terminated 10 days after receipt of the notice as specified herein. 6. AGREEMENT AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be presented in writing by the City’s Sustainability Manager and Climate Coalition Executive Director and shall be effective only upon final approval by the City Manager or their designee. 7. INSURANCE AND LIABILITY A. Each party to this Agreement shall make the other party, its offic ers, agents, employees and volunteers as separately additionally insured through a CG 20 26 or equivalent, blanket endorsement or section of the policy no later than October 1 of each year. Each party agrees to provide a commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00-01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including without limitation, blan ket contractual liability. B. Each party agrees to provide a minimum liability and property damage insurance coverage of one million dollars ($1,000,000). C. Each party shall maintain worker’s compensation insurance at a level that is consistent with state law requirements. 8. HOLD HARMLESS AND INDEMNIFICATION A. CITY agrees to defend, indemnify, protect and hold CLIMATE COALITION and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to CLIMATE COALITION employees, agents, Page 72 of 185 officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of the CITY, and its agents, officers, empl oyees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that the CITY duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of CLIMATE COALITION, its agents, officers, employees or volunteers. B. CLIMATE COALITION agrees to defend, indemnify, protect and hold the CITY and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to the CITY emp loyees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of CLIMATE COALITION, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that CLIMATE COALITION duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of the CITY, its agents, officers, employees or volunteers 9. NOTICE. All written notices to the parties hereto shall be sent by USPS Mail, postage prepaid by registered or certified mail addressed as follows: CITY: City Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 CLIMATE COALITION: Executive Director San Luis Obispo Climate Coalition 2950 Broad St., Suite 1079, San Luis Obispo, CA 93401 11. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CLIMATE COALITION do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. ATTEST: CITY OF SAN LUIS OBISPO ________________________________ By:________________________________ Teresa Purrington Erica Stewart City Clerk APPROVED AS TO FORM: SLO CLIMATE COALITION: By:_________________________________ Page 73 of 185 J. Christine Dietrick Laura Albers City Attorney Executive Director Page 74 of 185