HomeMy WebLinkAbout03-04-2026 TECH QSG Agreement
TECH Quick Start Grant Participation
Agreement Quick Start Grant Recipient Information
Company Name (“Quick Start Grant Applicant”):
City of San Luis Obispo
Parent Company Name (if applicable):
N/A
Company Name to be Included on Public Listing (if different than Company Name above):
N/A
Street Address:
990 Palm Street
City:
San Luis Obispo
State:
CA
Zip:
93401
Mailing Address (if different from above):
N/A
City:
N/A
State:
N/A
Zip:
N/A
Federal Tax ID Number:
95-6000781
Tax Status (Circle one):
Corporation, Partnership, Sole
Proprietor, tax-exempt
Contractor License #:
N/A
Primary Program Contact:
Chris Read
Title:
Sustainability
Manager
Phone Number:
805-781-7151
Email Address:
cread@slocity.org
Mobile Number for Primary Program Contact:
N/A
Do you want to opt-in to receive any TECH Clean
California text using this mobile number?* (Circle One):
Yes No
Secondary Program Contact
Jim McNamara
Title
Energy Program
Manager
Phone Number
805-541-4122 x2111
Email Address
jmcnamara@capslo.org
Mobile Number for Secondary Program Contact:
N/A
Do you want to opt-in to receive any TECH Clean
California text using this mobile number?* (Circle One):
Yes No
Incentive Data Entry Contact:
Carlos Hernandez
Title:
Home Energy
Advising Program
Manager
Phone Number:
562-972-9417
Email Address:
carlos@sloclimatecoalition.org
Mobile Number for Data Entry Contact:
N/A
Do you want to opt-in to receive any TECH Clean
California text using this mobile number?* (Circle One):
Yes No
Docusign Envelope ID: 9B33304F-C485-4A32-9E38-C590A7F7B98C
* Please note that for Quick Start Grantee Applicants opting into receiving mobile text messages,
they may opt out manually after receiving the first text message.
Payee Name:
City of San Luis Obispo – Office of Sustainability and Natural Resources
Payee Title:
N/A
Check Mailing Address:
990 Palm Street
San Luis Obispo, CA
93401
What Sector do you serve? (Circle one):
Single-family Multifamily Both
What counties do you primarily serve? (List all):
San Luis Obispo
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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:
Table 1: Project Information
Project Name: SLO Green and Healthy Homes (the “Project”)
TECH QSG Project Coordinator(s):
Asa Parker, VEIC
apparker@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”).
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
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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 grant funding
for work performed after receipt of notice of termination or for any costs incurred by the Quick
Start Grant Recipient post-termination.
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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. Quick Start Grant Recipient shall include in all subcontractor agreements
confidentiality provisions that are at least as protective as those set forth in this Agreement,
including but not limited to the requirements in Section 2.0 (Confidential Data). Quick Start Grant
Recipient shall require all subcontractors to protect Confidential Data and any other confidential
information received in connection with the Program. Quick Start Grant Recipient shall remain
fully liable for any breach of confidentiality obligations by its subcontractors. Upon request by
Energy Solutions, Quick Start Grant Recipient shall provide copies of the confidentiality
provisions in its subcontractor agreements for Energy Solutions’ review and approval.
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
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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, including, but not limited to, confidential information that is collected for the
submission of incentive claims. Quick Start Grant Recipient must destroy any customer utility
account numbers and utility 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 employment 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
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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
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
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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 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.
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11.0 TECH Program Terms and Conditions:
Participating Trade Professional Agreement with Customer
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.
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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.
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 RECIPIENT 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.
[Signature on following page]
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QUICK START GRANT RECIPIENT: __________________________________
By: _______________________________
Title: ______________________________
Date: ______________________________
[Remainder of page intentionally left blank]
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Whitney McDonald
3/4/2026 | 1:57 PM PST
City Manager
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EXHIBIT A:
STATEMENT OF WORK
Quick Start Grant Background
Through this Project, the City of San Luis Obispo (“SLO”) Green and Healthy Homes project team
and its associated subcontractors (referred to herein as the “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, the Project Team will expand these programs to install fifteen (15) heat pump
water heaters (“HPWHs”), five (5) central ducted heat pump heating, ventilation, and air
conditioning (“HVAC”) systems, and six (6) window saddle heat pump HVAC units across at least
fifteen (15) participating households. Participants may receive both HPWH and HVAC upgrades
where feasible and appropriate. In the interest of improving past data collection and research,
participants who receive central ducted heat pump HVAC systems must also receive heat pump
water heaters, and must consent to participate in twelve (12) months of energy monitoring. The
Project Team will be available throughout and after installation to support residents as they adjust
to new equipment and will 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 reporting 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
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via email. Tracking toward project key performance indicators (“KPIs”) and cost sharing will also
be reported within the milestone invoices.
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 summarize
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 of San Luis Obispo staff (herein referred to as “Grantee”) 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 Grantee 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) The Project Team 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.
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3) Final Report:
a) Grantee 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
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) Grantee 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
The Project Team will conduct outreach and engagement activities in up to three (3) 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 Grantee’s past heat pump education and outreach efforts, 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). Across 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.
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 as required and instructed
by Grantee
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. A total of
eleven (11) heat pump HVAC systems (five (5) central ducted, six (6) window saddle units)
and fifteen (15) heat pump water heaters will be installed by the Project Team in up to
twenty-one (21) homes. Participants who receive central ducted heat pump HVAC systems
must also receive HPWHs. The remaining participants may receive HPWHs and/or
window saddle heat pump HVAC units.
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If residents meet the Department of Energy (“DOE”) Weatherization Assistance Program
income eligibility levels, the Project Team will lead on performing participant eligibility
verifications and participant enrollment in the Project, to include comprehensive DOE
energy audits, reviewing Consumer Protection and Disclosure Forms with residents, and
finalizing participant enrollment agreements. The Project Team will follow their existing
DOE Weatherization Assistance Program implementation process, which adheres to DOE
Weatherization Assistance Program guidelines for enrollment, energy audits,
weatherization and installation, and third party Quality Control Inspection. The Project
Team will report enrollment updates at bi-weekly Project management meetings. Enrolled
participants will be added to HubSpot by the Project Team.
If residents meet the Housing and Urban Development (“HUD”) low-income guideline
levels, the Project Team will complete participant enrollment activities and project
management, to include basic energy audits, reviewing Consumer Protection and
Disclosure Forms with residents, and finalizing participant enrollment agreements. The
Project Team’s Energy Audits include: an annual utility bill analysis to identify usage
patterns, spikes, and base loads, a visual inspection and documentation of existing HVAC
systems, water heating systems, existing electrical infrastructure including meters, panels,
and subpanels, and identifying potential improvements. For income qualified clients and
leads, audits include identifying rebates
and incentives applicable to each project. The Project Team will report enrollment
updates at bi-weekly Project management meetings. Enrolled participants will be added
to HubSpot by the Project Team.
Grantee will be responsible for tracking overall enrollment progress to ensure the Project
is on track to achieve each Milestone Deliverable and to inform Milestone Reports.
a) Responsible for completing Activities: CAPSLO as required and instructed by Grantee
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, the Project Team will conduct DOE
energy audits of their homes to determine scopes and schedules of work to be completed
as a part of the retrofit, including weatherization, panel upgrades, and heat pump
HVAC/heat pump water heater installations.
For enrolled participants that meet HUD low-income guideline levels, the Project Team
will complete basic home energy audits and work with enrolled participants to determine
the scope of upgrades to be installed, and will finalize retrofit project scopes and schedules
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for work to be completed as a part of the retrofit, including panel upgrades and heat pump
HVAC/heat pump water heater installations.
Because HUD income guideline levels exceed DOE weatherization program eligibility
thresholds, participants who qualify using HUD low-income guidelines will not qualify for
DOE weatherization retrofits. When serving HUD low-income households, the Project
Team will prioritize homes manufactured in or after 2016 that do not require weatherization
upgrades, or the Project Team will support the residents in scoping and managing
independent weatherization retrofits not covered by program expenses ahead of any work
performed under the Project.
The Project Team will report Project updates at bi-weekly Project management meetings
to be tracked in HubSpot.
a) Responsible for completing Activities: CAPSLO and SLO Climate Coalition as
required and instructed by Grantee
b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant
Recipient Project Coordinator
c) Deliverable(s): Documentation of home energy audits; plans for retrofit project scopes
2) Performing equipment installations. The Project Team will apply for all necessary
permits and complete all weatherization, electrical panel upgrades, heat pump HVAC, and
heat pump water heater installations.
a) Responsible for completing Activities: CAPSLO as required and instructed by Grantee
b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant
Recipient Project Coordinator
c) Deliverable(s): Installation documentation & verification
3) Energy monitoring and bill protection payments. The Project Team will have an
electrician who will install circuit energy monitors in the electrical panel of eligible
participating homes that receive both heat pump HVAC and heat pump water heater
upgrades. The Project Team will acquire monthly energy bills from enrolled participants
for data analysis. The Grantee shall cause Artemisia Energy, to monitor energy monitor
status and report to the Project Team via email if troubleshooting or reconnection is
required. The Grantee shall require Artemisia Energy to review Project participants’
monthly energy bills and energy monitor data for twelve (12) months to analyze bill
impacts, energy use changes and trends. and will pay the determined amount to Project
participants on a monthly basis. For the avoidance of doubt, bill protection payments are
not payable from the grant funds provided under this Agreement, and Energy Solutions
shall have no obligation to fund, reimburse, or otherwise pay any bill protection amounts
to Grantee, CAPSLO, the Project Team, Project participants, or any other party. Grantee
shall ensure that CAPSLO, the Project Team, or another funding source provides all bill
protection payments independent of the grant funding. Grantee 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.
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a) Responsible for completing Activities: CAPSLO, SLO Climate Coalition, Artemisia
Energy as required and instructed by Grantee
b) Responsible for ensuring Activities were satisfactorily completed: Quick Start Grant
Recipient Project Coordinator
c) Deliverable(s): Documentation of Project participants’ energy impacts
4) Ongoing Project participant support. The Project Team will offer ongoing support
services to all Project 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. and the Project Team will assist
in scheduling return visits of their electrician as needed for troubleshooting or maintenance
requests. The Project Team will report service delivery updates at bi-weekly Project
management meetings, which will be logged in HubSpot. Grantee will be responsible for
reviewing Project participant support activities reported during Project management
meetings and cross-referenced in HubSpot to inform Milestone Reporting.
a. Responsible for completing Activities: SLO Climate Coalition as required and
instructed by Grantee
b. Responsible for ensuring Activities were satisfactorily completed: Quick Start
Grant Recipient Project Coordinator
c. Deliverable(s): Documentation of Project participant support activities provided,
including log of energy coaching, troubleshooting, and/or maintenance visits
Deliverables
The deliverables for this Project are outlined below: Grantee shall submit each Deliverable 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;
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 in this SOW and associated Milestone Report(s)
are satisfactorily met.
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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 one (1) planned
outreach event
● Documentation of five (5)
participants enrolled
25% $64,727.50
Milestone Report 2:
● Documentation of two (2)
completed outreach events
● Documentation of five (5)
participants enrolled
● Documentation of five (5) projects
completed (home energy audits;
plans for project scopes;
installation documentation)
25% $64,727.50
● Milestone Report 3:
Documentation of one (1)
completed outreach event
● Documentation of final five (5)
participants enrolled
● Documentation of five (5) projects
completed (includes home energy
25% $64,727.50
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Milestone Deliverable Percentage of Total
Budget
Total Milestone
Payment ($)
audits; plans for project scopes;
installation documentation)
Milestone Report 4:
● Documentation of final five (5) or
more projects completed (home
energy audits; plans for project
scopes; installation documentation)
● Documentation of ongoing Project
participant support
23%
$59,727.50
Milestone Report 5:
● Final Reporting including Draft
Report, Final Report, Slide Deck,
Webinar, and Distribution Report
● Documentation of customer energy
impacts
2% $5,000.00
Total $ 258,910
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
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 Statement of Work.
The Parties agree that such requests for approval may be delivered via email. The Grantee
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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 TECH 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.
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