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16-1101_UTILITY COST MANAGEMENT LLC_D2_Agenda Report11/,112016 D12 City of San Juan Capistrano Agenda Report TO: Honorable Mayor and Members of the City Council .aKFROM: fren Siegel, City Manager SUBMITTED BY:Steve May, Public Works and Utilities Director DATE: November 1,2016 SUBJECT: Consideration of a Professional Services Agreement for an Audit of City Electrical Accounts RECOMMENDATION By motion, approve and authorize the City Manager to execute a standard form professional services agreement with Utility Cost Management, LLC, for an audit of the City's electrical accounts to identify cost savings opportunities, and direct staff to return to the City Council with recommendations upon completion of the electric account audit. EXECUTIVE SUMMARY: As directed by the City Council on August 16,2016, staff has obtained proposals for an audit of the City's electrical accounts to identify potential cost savings. The cost of the audit services will be funded through sharing of electrical utility cost savings identified by the consultant, and there will be no direct costs to the City. The different formulas for calculating savings and payments to the consultants are described in the consultants' proposals included as Attachments 1 through 4, and are outlined in this report. lt will not be possible to estimate potential savings in electrical service or payments to the consultant until the audit has been completed. DISCUSSION/ANALYSIS: The City has a total annual budget for electricity of approximately $1.5 million, and has approximately 200 different electrical accounts that could be audited to determine whether each account is billed under the most favorable rate type of the many rate types available. San Diego Gas & Electric (SDG&E) has over 50 different rate types, each of which is restricted to certain uses and each of which is more or less favorable for certain uses. Many of the rate structures have changed over the past several years. City Council Agenda Report November 1,2016 Paqe 2 of 3 An audit of the City's electrical accounts could reveal opportunities to switch rate types to more favorable rates. An audit of the City's electrical accounts could also identify billings for services that might have been discontinued. This type of audit has resulted in material cost savings for other agencies. Staff requested proposals for electrical utility audit services via direct contact with known utility audit consultants and posting on the City's website. Four proposals were received, which are included as Attachments 1 through 4. The basic provisions of the four proposals are outlined in the table below. The general fee bases for the consultants are a percentage of the savings identified by their audits. One firm (Energy Data Resources) also included initial and monthly fees for each account. The percentages vary from 25% to 45o/o over periods of one year to three years. The period of sharing savings is significant because each year that the City must share savings with the consultant reduces the savings to the City. Two of the firms that submitted proposals - Energy Data Resources and Troy & Banks, lnc. - should be excluded for reasons in the Comments section of the table above. Of the two remaining firms - Utility Audit, lnc. and Utility Cost Management, LLC - the recommendation is to approve a professional services agreement with Utility Cost Management (UCM), which demonstrated the best qualifications, had far more relevant references than Utility Audit, and is the most local firm. The actual fee to be paid to the selected firm will be determined by the quality and thoroughness of the audit, and the Firm Location Fee Basis Comments Utility Audit, lnc. (Att 1) Mesa, AZ 45% of savings for 2 years (40% for savings over $50,000 per year). 2nd best fee basis based on percentage of sharing of savings and 2 year term. Only 1 public agency reference and none in California. Energy Data Resources (Att 2) Toddville, IA 40o/o of savings for 2 years + $11.50 per account per month + $145 per account. By far, the highest cost. Exclude based on significantly higher fees than others. The per-account fees exclude this firm because of the up-front and ongoing costs. Troy & Banks, lnc. (Att 3) Buffalo, NY 25% of savings for 1 year. Best value based on lowest percentage of sharing of savings and shortest term, although not a localfirm. Lowest fee basis. Exclude because the firm did not respond to an email request for information within 24 hours, and messages left with 3 references were not returned. Utility Cost Management, LLC (Att 4) Fresno, CA 42% of savings for 3 years 3td best value because of lonqer term than others. Many local and favorable references. City Council Agenda Report November 1, 2016 Page 3 of 3 amount of savings resulting from the audit. lt is conceivable that one firm's audit could result in both greater savings for the City and a larger fee for the consultant than another firm's audit. The terms of the agreement would generally be as presented in the proposal submitted by UCM (Attachment 4). FISCAL IMPACT: The recommended action will have no fiscal impact until the utility audit has been completed and potential utility cost savings are identified by the consultant. Based on the audit results, there could be savings to the City that cannot be quantified at this time. ENVIRONMENTAL IMP ACT: This action is not subject to the California Environmental Quality Act ("CEQA') pursuant to Section 15060(c)(3) of CEQA Guidelines because the activity is not a project as defined in Section 15378 of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3. PRIOR CITY CO UNCIL REVIEW On Augusl 16, 2016, staff submitted a report to the City Council recommending that staff be directed to request proposals for an audit of City electrical accounts, and to return to the City Council with recommendations for award of a contract. The City Council considered the matter and gave direction to proceed with an RFP. MMITTEE/BOARD REVI This item does not require Commission review. NOTIFICATION: Utility Audit, lnc. Energy Data Resources, LLC Troy & Banks, lnc. Utility Cost Management, LLC ATTACHMENT Attachment 1: Attachment 2: Attachment 3: Attachment 4: Proposal from Utility Audit, lnc. Proposal from Energy Data Resources Proposalfrom Troy & Banks, lnc. Proposal from Utility Cost Management, LLC UAI Utility An Independent Fl Aud¡t, lnG. rm Speclalizlng ln Utility Billlng 3158 N.64lh St. Mesa, AZ 85215 City of San Juan Capistrano Attn: Steve May, Public Works & Utilities Department 32400 Paseo Adelanto San Juan Capistrano, CA 92675 RE:RFP for Consulting Services to Perform Utility Bill Audit. Utility Audit, lnc. has reviewed RFP for Consulting Services to Perform Utility Bill Audit for the City of San Juan Capistrano and is pleased to submit our proposal. We welcome the opportunity to work with the City of San Juan Capistrano on this project. As you will see we can fulfill your needs and requirements for the Consulting Services to Perform Utility Bill Audit. Our offices will only use our in house staffing and auditors to accomplish this pro¡ect. We warrant and represent that Ut¡lity Audit, lnc. possesses the experience, qualifications and expertise, equipment and resources necessary to perform and complete the Services outlined in Section 2 Scope of Services of this RFP. Our auditing group will measure and detect improved means of recovering profits and energy proficiency. We are skilled at collecting overpayments and receiving refunds as well as identifying and implementing cost reductions with all utilities. We will use a layered integrated approach in an efficient, effective and calculated performance based method. Utility Audit, lnc. will tailor its scope of services and professional experience lo meet the City of San Juan Capistrano's needs as outlined in this RFP. Utility Audit, lnc., has a proven record backed by a database of information, including copies of tariffs, regulatory items and thousands of audit results, which gives Utility Audit, lnc., the leading edge in the industry. Utility Audit, lnc., provides verification in writing from the vendors of all potential refunds, credits & savings that are implemented throughout the audit process. This gives you the assurance of knowing at all times, our reports are accurate, reliable and credible. Our track record of years of service to thousands of clients for whom we have recovered millions of dollars, should give the security of knowing that Utility Audit lnc. has the resources to see this project through to a successful conclusion. Utility Audit, lnc., understands our role in what is required to make this partnership successful. Throughout this project the management contact who is authorized to sign on behalf of Utility Audit, lnc. is it's Founder and President, Mike Vigil (mike@utility-audit.com,800-813-5540 x2). The project manager responsible for the day-to-day management of the project with the City of San Juan Capistrano is the Director of Accounts, Jeremiah Vigil (jeremiah@utility-audit.com, 800-813-5540 x3). We welcome the opportunily to work on this project with you. Sincerely, Mike Vigil Utility Audit, lnc. President 1 -800-81 9-5540 mike @ utility-audit.com ATTACHMENT 1 UtilityAudit, lnc. I Page 1 of 26 Tab # TABLE OF CONTENTS 1 . TIeLe oF CoNTENTS -Tnele or Corurerurs 2 - Geruennl lruronuATroN _ FInu NAME, ADDRESS, TELEPHONE, WEB, YEAR ESTABLISHED - Accourur RrpnrsErurATrvE -TYpr or OncR¡rzATroN - Penso¡truel - Sunerrrs - CorusulrRrur Nolc¡s 3 - Pnoposeo PRo¡ecr Appnoecx - Frnus CnpnerLlrres - Frnus Expenrruc¡ - Frnvs AppRoRcn - Lrvrls or PRRrcrpATroN EXpEcTED rnou Ctrv - Cori¡pnxrrs OnenuzATroN SrnucruRr 4 - Srrrr Qunu¡rcrroNs & Remreo ExpeR¡erucE - SrRrr QunltncRrtorus & Exp¡Rleruce - SuacoÌ{rnAcrNG - Remreo Expenrexcr - Snuple Ururv Accourur Auor - Pno¡ecr RrpoRrlrue - FrrunrucrRl lupRcrs - ScnEout-rrrro - RereRerucEs - Lrcnl / CorurnnctuRl ExprRtENcE 5 - Srupr-e RepoRn¡¡c - SRrr¡plr Urrurv Accourur Auolr - Pno¡rcr RepoRr¡re - SRuple lNvolcllrlo Page 6 6 o 13 13 14 15 15 15 15 16 16 16 19 20 21 23 ATTACHMENT 1 Utility Audit, lnc. I Page 2 of 26 1 2 Coven Lerren 3 3 3 3 5 5 1 General lnformation:- Firm Name: Utility Audit, lnc. - Address: 3158 N.64th St. Mesa, A285215 - Telephone: 1-800-819-5540- Website: www.Utility-Audit.com- Year Established: 1989 - Former Firm Name: N/A 2 Account Representative:- Name: Jeremiah Vigil - Phone: 1-800-819-5540 x3 - Email: Jeremiah@Utility-Audit.com 3 Type of Organization:- S Corporation- Small Business Utility Audit, lnc. is a Colorado S Corporation. lt began its firm in 1989 in Littleton, CO where it has grown into a successfulfirm providing utility billing service throughout the United States and Canada. Utility Audit, lnc. has progressed over the past 27 years to have three regional offices across the country. ln 2001 it opened its first out of state office in Arizona. ln 2010 Utility Audit, lnc. opened a second Arizona office as its corporate office where it maintains and manages the three offices in both Colorado and Arizona. Throughout the term of the contract with the City of San Juan Capistrano, there will be a minimum of 5 trained utility bill auditors working on the project, both in our offices in Colorado and Arizona, all of whom are employed through Utility Audit, lnc. Our firm does not contract directly or indirectly with any sub- contractors to help facilitate the work load for a utility bill audit. Our firm will not use any outside sources or experience from other firms to see this project to completion. 4 Personnel of Firm: The utility billing audit for the City of San Juan Capistrano will require the expertise of our excellent auditing team. Mike Vigil who is our firm's President will oversee and manage the work flow of the audit to completion. Additionally, Utility Audit, Inc.'s Director of Accounting Management, Jeremiah Vigilwill serve as Project Manager throughout the duration of the contract. Throughout the term of the contract, Utility Audit, lnc. assures its personnel. ATTACHMENT 1 Utility Audit, lnc. I Page 3 of 26 Primary Auditor: Mike Vigil - President & Founder of Utility Audit, lnc. I Mike@Utility-Audit.com Utility Bill Auditing Experience: 27 years Qualifications: Mike began utility bill auditing in 1989. Hence, Utility Audit, lnc. commenced in serving clients from across the continental United States in an effort to resolve billing issues and clarify billing inaccuracies in order to acquire refunds or credits for clients. Using his accounting background has proved essential in performing many mundane if not tedious responsibilities in obtaining and recovering financial and technical recourse to consumers.2T years of service to national and local government, health care facilities, school districts, industrial/manufacturing and the private sector provides Mike with familiarity and knowledge in utility bill auditing serving his clients with efficiency and confidence. ln preventing difficulties, Mr. Vigil observes and closely monitors all accounts with his staff, managing and analyzing each audit to its fullest potential. Point of Contact & Secondary Auditor: Jeremiah Vigil- Director of Accounting Management I Jeremiah@Utility- Audit.com Utility Bill Auditing Experience: 15 years Qualifications: Jeremiah manages accounts and works in research and is one of the primary auditors at Utility Audit, lnc. His professional skill set includes telecommunication and electrical experience. Business consulting, financial proficiency and strong attention to details proves essential when large quantities of information are required in servicing accounts. His background in computer programming has proved to be invaluable to identifying errors with utility vendors across the country. His leadership involves creating a compelling vision of the future, communicating that vision and helping people understand and commit to it. His management acumen is responsible for ensuring that the vision is implemented efficiently and successfully. Auditinq team assembled for the duration of this contract: Mark Selby - Auditor Utility Bill Auditing Experience: 4 years Henly Magee - Auditor Utility Bill Auditing Experience: 4 years ATTACHMENT 1 Utility Audit, lnc. I Page 4 of 26 Ghad Connor - Auditor Utility Bill Auditing Experience: 3 years Barbara Clements - Auditor Utility Bill Auditing Experience: 15 years 5 General, Automobile Liability, E/O and Worker's Gompensation:- Utility Audit, lnc. provides that the above items; General, Automobile liability, E/O and Worker's Compensation are fulfilled in whole as required by law. Proof of any insurances can be provided and named with the City of San Juan Capistrano as the warranted upon approval of a fully executable service contract and RFP award.- Utility Audit, lnc. strives to meet all standards and requirements business practices nationally and corporately. Our office will issue and release our Certificate of lnsurance upon receiving an award from the City. 6 Notices of violations, corrective action notices, enforcement actions or orders, warning notices, or other forms of permit violation/non-compliance documentation, including OSHA received in the last five (5) years from public agencies which are owned or operated by Utility Audit, lnc., its parent company and/or subsidiaries.- Utility Audit, lnc. affirms that there are no instances of notices of violations, corrective action of any kind, warning notices, enforcement actions, or other forms of permit violation/non-compliance documentation, including OSHA in the past five (5) years. ATTACHMENT 1 Utility Audit, lnc. I Page 5 of 26 Proposed Project Approach Firm's Capabilities: Utility Audit, lnc. is confident in is capability to fully execute the requirements outlined in the scope of services in this RFP. With our fully trained staff, multiple offices, and track record of successful utility bill audits over the past 27 years, the City of San Juan Capistrano can find confidence in knowing Utility Audit, lnc. will produce positive results during the audit, and accomplish it's goals. Our success rate is over 90%, with an average monthly savings oÍ 40"/", and a average 24 month refund of 2O%. Utility Audit, lnc. is fully set and prepared to work on behalf of the City of San Juan Capistrano. lt possesses the experience, qualifications, and staff to facilitate the project to completion for Consulting Services to Perform Utility Bill Audit. Firm's Experience: Utility Audit, lnc. has been in business since 1989, giving the firm over 27 years of profession experience in utility bill auditing, nationwide for a wide scope of clientele including Government agencies, Municipalities, and Public Entities. Please see some of our experience in action in the Related Experience and References section of this RFP Submittal. Firm's Approach: Utility Audit, lnc. understands the annual increase of utility expenses for the City of San Juan Capistrano. The est. $1.5 million annual electric utility expense can be draining on a city's overall budget. The 30 buildings, six parks and community centers, water pumping - storage -treatment and distribution facilities, and 1,500 streetlights are all within Utility Audit, Inc.'s area of expertise. Our firm is confident that we can bring many options, savings and refunds to the table for a lasting and positive impact. At a minimum, we will measure and recommend new business procedures to reduce utility costs, as well as implement more favorable rates and with the vendor. Additionally, we will uncover overcharges and areas where refunds and credits were overlooked, and warranted. Utility Audit, lnc. has an exclusive audit procedure that produces gainful results. Program expertise includes utility bill audit, rate verification, rate analysis, and vendor negotiations. Our vast network of relationships across the country with multiple vendors, and decades long relationships with account representatives allow us the cutting edge in vendor negotiations. Our ability to interpret tariffs, rate schedules, knowledge in Public Utility Commission laws, creative rates comparisons and analysis reports allows us to provide a more streamlined way to find savings for our clients. We are persistent with vendors for follow through, we offer our clients contract negotiations for rate decreases, while remaining neutral with vendors so we can offer the most competitive prices to produce greater over-all savings. ATTACHMENT 1 Utility Audit, lnc. I Page 6 of 26 Utility Audit, Inc. has a simple five (5) step process that has is easy and pain free for clients. We strive to keep a clear communication channel open throughout the contract. As a result, a Work Order system has been implemented as part of our firm's philosophy to keep a clear outline of identified events, recommendations, refunds & credits available, and savings. There are no additional charges or fees with Work Orders. Work Orders will be submitted to the City through a reporting method called a Savings Report. The Savings Report and Work Order are one in the same. One example of what may be on a Savings Report / Work Order is a rate change authorization, which the City will need to approve prior to Utility Audit, Inc. implementing the recommendation. Please see below to better understand our five (5) step process and methodology around Work Orders. Utility Audit, lnc. I The Audit Process Methodology o-t-g:- STEP ONE Establish conlracl, which lncludes terms ol the agroemènt, scope of sgrulces, and letler of authorlzal¡on, STEP TWO Recelve b¡ll coples, account numbers, and vltal account ¡nformallon for the audlt. STEP THREE UAI conducls bÍt RFP. STEP FOI,IB UAI prov¡dEs an llem¡zed Sav¡ngs Report, lnclud¡ng a Work Ordsr. Thls wlll dotail thè avallabl6 sav¡ngs & redundsy'cred- ¡ts. The C¡ly approves tho Work Order, and UAI wlll facllllats th6 implementa- llon of lhe sav¡ngs, refunds/crodlts. UAI lmplemenls the savlngs, refundYcredlts accordlng to lhe approved work Order. Sav¡ngs and Refundsy'Credlts begin lo be reallzed aflêr one b¡ll¡n9 cycle lrom ulll¡ty v6ndor. ATTACHMENT 1 Utility Audit, lnc. I Page 7 of 26 STEP FIVE Establlsh thè Contract Obtatn utility bills and account numbers UAt conducts the uilttty bltl aud¡t Pet the ScoW of Setvlces ln BFP llAt submtts a dotalted Sdvtngs Report along wlrh Work Oftlerc lor ldenliliêd dnd avallable savings, reÍunds and credlts Cl¡enl slgns and approved Work Order UAI imptømentssavlngs, rclund{crcdlrs pet the Work Order The C¡ty redlizes the aavlngs, Belunds/Credl's. Below is a sample Savings Report and Work Order: F¡rmage BMW Murray 4735 S. Stale Street Muíay, UT 84107 Attontlon Llnda lverson s01-262-2475 Llndal @BMWotMurray.com Account #11855 December 6th, 2014 Ut¡lity Aud¡t, lnc. has conductsd an extensiv€ anâlys¡s ot the ulility b¡lls presented by John H. F¡rmage, lnc. Th¡s analysis rosultsd in procuring lhe lollowing refunds, credils and savings availablo or obtained for John H. Firmage, lnc. R6v¡eì¡v tho breakdown of sàvlngs below. Please initial nsxl lo each item Þglow and roturn th¡s documenl lo our off¡ce. Oncê rscs¡ved, John H. Firmage, lnc. will b€gin lo soe the savings wilhin onô lull billing cyclo with the utility vendor. BREAKDOWN OF REFUNDS. CREDITS. & SAVINGS AVAILABLE @ Utility Audit, lnc. An lñdependent Firû Specia¡¡r¡ng ln Ut¡l¡ty B¡ll¡ng 3158 N.64th St. Mesa AZ 85215 SAVINGS REPORT ONE WORK ORDER TWO 1 -800-81 9-5540 www. Utility-Atrdit.com work Flotunds / CrsditsItemlzsd By Ut¡llty OeDartmenl Estlmatod Monthly Sav¡ngs Avâ¡lebl€ Estlmated Annual Savlngs Àvåil¿bl€Avãllâble E6t. Start Date Est. End DsleOrder lnlìlãl Report Rel. ELEGTRIC: Ræky Mounlaln Powsr, A@unl #42699164{Ot 9lq 2111 Grove Pkwy Cur€nl Rate of Schoduls 6. Ræmm€nd a ral6 slructur€ change to lhâ availabl6 råte ol Schodulo 6A (TOU) lor monthly svlngB on ofl p€ak hours. Clty ot Mumy, Amunt ,21005-18490 lor 4735 S. Stats St. Curent nals ol Cmmorcial. Fo@mm€nd a råt€ Glructure changã to the åvallablo råt€ ot Largo Commorclal, 3 City of Muray, Amuni ,887-200 lor 4767 S. Stato St. Currenl Bato ol Cmmerc¡al, Re@mmend å fate structure changg to lhô avallable râle of Lårg6 Commsrcial. Roport Rsts¡once f4 - ,10 É iretor mlsroad from vandor, ad¡u8tmenl on oal us¡gor tor 36 months, Rslund torlhcomlng toi Þport ltoms 4-i0. 658.00 s 7,89€.00 14.D6c 18-Dec 355.00 $ 4,260.00 14.Dec 18-D€c 450.00 S 5,400.00 14-Dec l8-Dec 2 $ $ ¡t 5 6 7 E 't0 $ $ $ $ s $ $ $ $ $ $ C¡ly C¡ty Clty Cily C¡ty City C¡ly ol Munaf Amunt ,887-222 ltr 461 5 S. Stalo SÌ. of Murßy. À@únl 1887-3:124 fo|lf 1 Relnbil St. of Murmf Amurl t887-202lor 4768 Brom Sì. ol Murray, A@unt #887-204lor 4742 Brom St. ol Muray, Amunt #887-18502lor ¿lô81 S. State St, ol Murray, A@unl ,887-¡(¡538lor ¡1671 BrNn St. ol Muråf A@unt #54743-2'14 for 4889 S. Sl8l8 Sl. r,050.00 886.00 415.00 1,525.00 15{).00 5{'.00 7SO.00 NATURAL GAS: Report Rolerênco tll - t13 E Monihly lhom cost ¡eductlon through UAI's I I lnvætlgatlon and lmplomntatíon. Roduction ol É5 psr thorm usod, rusulting ¡n monthly 8aving8. I I lt Ou€slarGas,A@@ntt3809220000lor4615S.StatoSl.,Mutray,UT84107 S $ìñÍiãf 12 Ou€6târGas,Aæ@nl#380g22m00for1llRainbowSl,Murray,UT84107 S $13 Questar Gas, Ac@unt #3809220000 for 4678 Brcwn St. Murray, UT 84107 $ $ 325.00 6æ.00 465.00 18-Dec 'l&Dec 18.Dec 3,900,00 t4-Dec 7,440.00 l4.Oec 5,580.00 14-Ooc REFUNDS & CREDITS AVAILABLE MONTHLY SAVINGS AVAILABLE ANNUAL SAVINGS AVAILABLE REFUNDS, CREDITS, & ANNUAL SAVINGS AVAILAELE $ 4,66ô.00 $ 2,873.00 $ 34,476.00 $ 39,142.00 ATTACHMENT 1 Utility Audit, lnc. I Page I of 26 Audit Description Process: NOTE: The following items will be verified and corrected as determined necessary in the sole discretion of Utility Audit, lnc. for overcharges and recommendations for all future savings will be given. Upon client's written approval, Utility Audit, lnc. will process all refunds, credits and implement allfuture savings. A. ELECTRIC Accounts with SDG&E the customer, and Upon approval of the customer, correct any errors 9. Refund of security deposits 1 0. Deregulation of Electricity-Wheeling (Alternative Suppliers) 11. Proper ECA amounts 12. Proper franchise fee's 13. Proper tax structure, and late fees 14. Proper energy charges 15. Test all meters, if necessary 16. Provide recommendations of all available plans to reduce cost to the customer Technical Approach to lmplement Audit Recovery is outlined on the following pages: ATTACHMENT 1 Utility Audit, lnc. I Page 9 of 26 1. Verify proper billing address 2.VeriÍy proper account numbers 3. Verify proper type of service 4. Verify proper bill codes 5. Verify proper meter readings and adjustments for estimated reads 6. Verify proper energy usage 7.Verily proper billing demands 8. Proper rate structure'--if discrepancies are found, bring recommendations to TECHNICAL APPROACH TO IMPLEMENT AUDIT RECOVER PRO.IECTS Philosophy ond Methodology of "Audit Description Process" '1. Billing correction shall be defined as the comprehensive audit of historical utility billing data (bills and monthly billing statements) to identify eroneous billings and to recover retroact¡ve charges to the max¡mum recovery period allowed by the State Department of Public Utility Control (PUC) and/or servicing utility tariff. This audit will consist of the following tasks: a. Review and analyze eleclric, natural gas, propane, water, sewer, waste removal, telecommunicalions, long distance, insurãnces, merchant services and mail services according to the "Audit Descr¡ption Process". b. Perform a comprehensive analysis of historical billing information including a comparison of usage & billing amounts to prior periods and like locations to determine if the consumption billed is reasonable. c. ldentify typical use patterns and ident¡fy anomalies. d. Review of account consumpt¡on to include: Meter-read¡ngs Íot eslìmared resd¡ngs Comparìson of beginnìng and ending meter-readìngs Payment hìston' lor mulliple paymenls ond oursland¡ng cred¡ls Verilìcalìon ofthe applìcabilíty oÍslale sÛles lax and other tøx chstges Examine muttiple billìngs for same locst¡on ond enetg! 4)pe to insare that billìngs are applicable lo val¡d client accounls. e. Verify account ¡nformation is correct including: . V€rify proper billing address. Verify proper account numbers. Verify proper type of service/bill codes . Veriry meter readings ar€ accurate. Ver¡fy proper energy usage consumption and billed demand . Verify multiplier calculations/conversions o o o o f.Identify cost redact¡on items ,hal result ìn no refund, but reduce future costs íncluding bal nol lìm¡led lo: Power factor correction Elimination of punitive rate charges Others as may be identified Verify tax structure & franchise fees (stranded cost recovery assessments)s. ATTACHMENT 1 UtilityAudit, lnc. I Page 10of 26 h. TECHNICAL APPROACH TO IMPLEMENT AUDIT RECOVER PRO.IECTS Philosophy and Methodology of "Audit Description Process" Upon request of thð Contracting Officer, conduct site visits to th€ audited facility to: Test meters if necessary to verify consumption & recorded demand (8 hour or 12 hour, on peaUoff peak demand) Verifo pulse contacts and phone line transmissions are operating properly for utility ¡nstalled telemetry. Compensation for these site visits will be made at a f¡xed hourly råte plus expenses as identified under On Call Service Work Order. Utllity Audit, lnc. will review at least five (5) years of histor¡cal billing data as provider has available. Further rev¡ew will be provided subject to the filing requirements and recovery period established in the local servicing ut¡lity tar¡ff or by the state PUC. For water/Sewer and Steam âccounl audits, conf¡rm cost per thousand gallons of wat€r used. Confirm ratio of water used verses water going to sewêr. Rate O ptimízatio nl C orre ctio n : Rate Optimization shall be defined as a comprehensive review of the account rate structure to assure that the assigned rate is appropriate for account consumption, demand and incorporated charges. Identificationofbestratefortheaccountbasedonthisanalysisandcalculationofcost savings potential based on corect rate. Authorization to complete a rate analysis change will be made in the Work Order authorization. a, Revìew/anal¡,ze eleclríc, gas, wote\ sewer, wúsle rcmoval, ìnsaronces, and olher at¡l¡ty vendot billìng. b. Evaluate assigned rate to confirm that rate assignment is correct. lf incorrect revièw tariff and rate structure to identify most appropr¡ate rate. For each recommended rale adjustment, submit annual savings estimate (rate analysis) with narratlve summary report outlining minimum consumption, on peak off peak hours, demand calculation proposed rate structure and any other requirements/potent¡al penalties that may be associated with the rate adjustment. lnclude copy of the rate class¡f¡cation with this report. c. Submit written recommendation with rate analysis for the purposed rate adjustmênt to the Client for review and approval. d. For electric account audits verifo peak shoulder and off peak billing rates and demand calculations. e. During rate review identify any utility incentivs payments or rebates that may be available for the implementation of energy conservation measures, demand management or load shedding programs identified during the rate review. lnclude these findings in the narrative report. f. Assist Contracting Offìcer with any not¡fications and or documentations that may be required to effect the rate change. L J. 2 ATTACHMENT 1 Utility Audit, lnc. I Page f of 26 TECHNICALAPPROACH TO IMPLEMENT AUDIT RECOVER PROJECTS Philosophy and Methodology of "Audit Description Process" 3. Account Management and Reporting Data Base: Utility Audit, lnc. will develop an account database in word or excel format for reporting purposes, to record account information and to track cost recovery. This database will include the following data fields as a minimum. The format and content of this database will be finalized during client discussions. Facil¡ty Name Service Address Billing Address Utility Type (electric/gas/st€am/water/propane) Util¡ty Name Account Number M6ter Number Rate class Audit Action Type Totãl Refund Amount Recovery Fee in percent and total Net Refund Status of Refund Oate of Rêce¡pt Completion date Monthly Consumption Unit of Measure with conversion to standard reporting requirements Others, as may be required On Call Servrces.' Utility Audit, lnc. will provide additional consultation and support services as may be required on an "as needed basis". These services will be authorized on a Work Order basis and may include but will not be limited to assisting the Client with the evaluation of utility under billings due to meter malfunctions, multiplier errors, failure to record demand and any other bill¡ng errors for which the utility may be compensated ¡n accordance with lhe provisions of their tariff. This wlll include providing verification of the charges, statutory requirements for cost recovery and including submitting their recommendation for an êquitable settlement. Utility Audit, lnc. may also be called upon to provide technical support and test¡mony in any under-billing appeal action initiated by client. On call services will also include any on s¡te meler testing and evaluations that may be required. ATTACHMENT 1 UtilityAudit, lnc. I Page 12of 26 Levels of participation expected from City: The level of participation expected from the City will be limited to the following - Providing one copy of the most recent bill (all pages) for each account and service address in which Utility Audit, lnc. will be auditing. - Assist Utility Audit, Inc. with authorization and/or vendor account access to SDG&E. Online access, and vendor customer service verification to temporary access to historical and detailed information on accounts. - Any questions, or clarification needed on accounts and City during the project. Communication will be done via emailto have a track record of communication. Review the Savings Reports and Work Orders outlining the results and recommendations of the audit.- Approvalvia signature and initial on Savings Reports and Work Orders to move forward with implementation of Utility Audit, lnc.'s findings and recommendations. Companies organization structure: Utility Audit, lnc. willfacilitate an organizational structure to fit the requirements of the RFP. The structure in part will include two main points of contacts from Utility Audit, lnc. Both Mike Vigil and Jeremiah Vigil will assist in the day to day communication between Company and City. All auditors within Utility Audit, lnc. working on this project will report directly to Jeremiah Vigil who is taking lead as Project Manager. We strive for quick results for our projects. Our goal is to produce a Savings Report within the first 30 business days of beginning the project. Timelines and projected completion dates will be determined during the audit, work load, and terms of the finalized contract between the City and Utility Audit, lnc. ATTACHMENT 1 UtilityAudit, lnc. I Page 13of 26 1 Staff Qualifications and Experience: As outlined in the previous sections of the RFP, General lnformation. Below is a representation of the staff who will be working on this project and their experiences. The utility billing audit for the City of San Juan Capistrano will require the expertise of our excellent auditing team. Mike Vigil who is our firm's President will oversee and manage the work flow of the audit to completion. Additionally, Utility Audit, lnc.'s Director of Accounting Management, Jeremiah Vigilwill serve as Project Manager throughout the duration of the contract. Throughout the term of the contract, Utility Audit, Inc. assures its personnel. Primary Auditor: Mike Vigil - President & Founder of Utility Audit, lnc. I Mike@Utility-Audit.com Utility Bill Auditing Experience: 27 years Qualifications: Mike began utility bill auditing in 1989. Hence, Utility Audit, lnc. commenced in serving clients from across the continental United States in an effort to resolve billing issues and clarify billing inaccuracies in order to acquire refunds or credits for clients. Using his accounting background has proved essential in performing many mundane if not tedious responsibilities in obtaining and recovering financial and technical recourse to consumers.2T years of service to national and local government, health care facilities, school districts, industrial/manufacturing and the private sector provides Mike with familiarity and knowledge in utility bill auditing serving his clients with efficiency and confidence. ln preventing difficulties, Mr. Vigil observes and closely monitors all accounts with his staff, managing and analyzing each audit to its fullest potential. Point of Gontact & Secondary Auditor: Jeremiah Vigil - Director of Accounting Management I Jeremiah@Utility' Audit.com Utility Bill Auditing Experience: 15 years Qualifications: Jeremiah manages accounts and works in research and is one of the primary auditors at Utility Audit, lnc. His professional skill set includes telecommunication and electrical experience. Business consulting, financial proficiency and strong attention to deta¡ls proves essentialwhen large quantities of information are required in servicing accounts. His background in computer programming has proved to be invaluable to identifying errors with utility vendors across the country. His leadership involves creating a compelling vision of the future, communicating that vision and helping people understand and commit to it. His management acumen is responsible for ensuring that the vision is implemented efficiently and successfully. ATTACHMENT 1 Utility Audit, lnc. I Page 14 of 26 Auditing team assembled for the duration of this contract: Mark Selby - Auditor Utility Bill Auditing Experience: 4 years Henly Magee - Auditor Utility Bill Auditing Experience: 4 years Chad Connor - Auditor Utility Bill Auditing Experience: 3 years Barbara Clements - Auditor Utility Bill Auditing Experience: 15 years We have hand selected the team of auditors listed above because of their record and history with working on projects of similar scope and size as outlined in the RFP. All auditors listed, have worked in whole or in part on the projects described in the Related Experience section of this RFP submittal, as well as the References section of this RFP. Please see these sections for an outline of the relevant experience of each technical staff member. Subcontracting: Utility Audit, Inc. affirms and guarantees that during the scope of services of this project, that it will not hire or find assistance from any third party company or subcontractor of any kind. 2 Related Experience: Utility Audit, lnc. started as an auditing firm in Denver, Colorado. For over two decades we have become the nation's premier utility bill auditing firm, recovering tens of millions of dollars for over 325,000 clients with our utility management experience. Utility Audit, Inc. continues to offer its services to clients in all 50 states and Canada. Since 1989, Utility Audit, Inc. has grown into four regional offices across the country with its corporate office in Mesa, Arizona. Working with large corporation and small businesses we have developed an understanding and experience that is unparalleled in the industry. A - Sample Utility Account Audit: Please see the attached documents on page 20-22,lab 5 of this RFP submittal for a sample utility account audit report from Utility Audit, lnc. The project sampled was completed by the project team which is also outlined on page 5, tab D of this RFP submittal. B - Project Reporting: Please see the attached documents on page 21'22, tab 5 of this RFP submittal for a sample project reporting from Utility ATTACHMENT 1 Utility Audit, lnc. I Page '15 ol 26 Audit, lnc. The project sampled was completed by the project team which is also outlined on page 14, tab 4 of this RFP submittal. The project report sampled in this RFP submittal is for Electric accounts. Utility Audit, Inc. uses many avenues of information management systems for its utility bill audit projects, including but not limited to proprietary online and computer software driven programs and through the training of professional and seasoned utility bill auditors. C - Financial lmpacts: Below is a short list of examples of financial impacts showing savings realized, and refunds obtained on three previous projects of similar size, scope and sector as the City of San Juan Capistrano.. City of Lakewood, CO o Annual Savings Realized $225,000o Refund Obtained $56,000o Ken Caryl Metropolitan District o Annual Savings Realized $48,000o Refund Obtained $4,580. Adam's County School District #50 o Annual Savings Realized $95,000o Refund Obtained $22,000 D - Scheduling: Below is a brief graphical chart of an ideal utility billing audit. We will keep this outline of scheduling through our project manager Jeremiah Vigil, working with Utility Audit, lnc.'s team of professionals to stay on track, maintain scheduling, submitting reports and constant communication between the City and Utility Audit, lnc. via emailfor progress updates and projected timelines of next steps. General approach wllh assigned work Slart Date: ìlovember 1,2016 Eståbllsh slgned Contract utlllty Audlt Revlew: Novembêr l, 2016 - ,anuâry 1,Estâbllsh blll coples, eccount records, and all records for Scope ol Work Pr€liminary Aud¡t Reports: December 1,Submltting of Savings Reports/Work Orders of aud¡t results & findings Final Aud¡t Reports: January 1,report of implemented items per approved Work Orders ver¡flcatlon of ell Refunds/credlt! &all realized refunds/cred¡ts and future sav¡ngs. date of 20t7 3 References: Utility Audit, Inc. has a strong list of experience working with Municipalities, Government agencies, and private corporations. Over the past 27 years, we have become the nation's premier utility bill auditing firm. Having recovered tens of millions of dollars for over 350,000 clients with utility bill auditing. Since working with large corporations, small businesses, government agencies and ATTACHMENT 1 UtilityAudit, lnc. I Page 16 of 26 Estimated Time Frame of Audit municipalities, we have developed an understanding and experience that in unparalleled in the industry. Below is a short list of references performed within the past 60 months, similar in size and scope to the City of San Juan Capistrano. Streets of New York 11811 N Tatum #P180 Phoenix, 4285028 Contact: Caryl Cunningham Phone: 602-953-8777 Project details: Similar account/facility number as the City of San Juan capistrano Terms of service: refunds/credits & future savings for electric, waste removal, and telecommunications.. Contract beginning in January of 2016 to current.. Realized savings invoicing paid to date $12,318 Total Savings ldentified $25,000 annual Simsbury Associates 4835 E Cactus Rd #120 Scottsdale, 4285254 Contact: Matt Boyle Phone: 602-638-5840 Project details: Similar account/facility number and annual electric spend as the citY or san Juan caPiilil?;ror/credits & ruture savinss ror electric, waste removal, telecom, natural gas. . Contract beginning in March oÍ 2015 to current. . Realized savings invoicing paid to date $25,764 Total Savings ldentified $83,700 annual City & County of Denver 201 W Colfax Ave D304 Denver, CO 8O2O2 Contact: Dave Basich Phone: 720-913-5708 Pro jecto":""i;ft 'ï3:'y,.ïff ÎåuJ":î:i'äi,:""3iiüü3;",. electric, gas, water.. Contract beginning in July oÍ 2016 to current.. Audit ongoing. Est. refund in total of $953,000 Total Savings ldentified $1M+ annual (est.) Glendale Elementary School District #40 7015 W Maryland Ave ATTACHMENT 1 Utility Audit, lnc. I Page 17 of 26 Glendale, AZ 85303 Contact: Jill Winn Phone: 623-237-7102 P ro j e ct o' :" " i; # :i 3Ïly,.i ff Îå'J,:,.::î: ilü,:j3ii iÍJS ",.telecommunications.o Contract beginning in August of 2015 to current. o Realized savings invoicing paid to date $1,587 Total Savings ldentified $3,174 annual Anthem Country Club Community Association 3701 E. AnthemWay #1O2 Anthem, AZ 85086 Contact: Jody Cote Phone: 623-742-4561 Project o':""i;#'ï 3:'y,.i ff Îåu,.::î: iäi,:."3,iiiJ3", electric, natural gas, water.. Contract 2011 lo 2014.. Realized savings invoicing paid to date $33,182 Total Savings ldentified $66,364 annual Avalon Healthcare 255 East 400 South Salt Lake City, Utah 84111 Contact: Hyrum Kirton Phone: 801 -924-0870 Project details: Similar utility spend and facility number as the City of San Juan capilttiS;r. of service: refunds/credits & future savings for electric, natural gas, water, waste removal.. Contract 20121o 2015.o Realized savings invoicing paid to date $390,142 Total Savings ldentified $780,284 annual Feyette County Health Center 100 Mew Salem Road Uniontown, Pennsylvania 1 5401 Contact: Dan Visnauskas Phone: 724-439-617 Project details: Similar utility spend and facility number as the City of San Juan capilttïs;r, of service: refunds/credits & future savings for electric, natural gas, water, waste removal. . Contract 20121o 2015.. Realized savings invoicing paid to date $7,578 ATTACHMENT 1 UtilityAudit, lnc. I Page 18of 26 o Total Savings ldentified $15,156 annual 4 Legal/Contractual Experience: Utility Audit, lnc. has never failed to complete a contract. To date, there are no legal or administrative proceedings that are pending or have been concluded adversely against Utility Audit, lnc. within the past five (5) years. ATTACHMENT 1 Utility Audit, lnc. I Page 19 of 26 @ Ut¡lity Audit, lnc.SAVINGS REPORT ONE WORK ORDER TWO 1 -800-81 9-5540 www.Utility-Audit com An lndependent Firm Specializing ln Utility Billing 3158 N. 64th St. Mesa AZ 85215 - -- Account #11855 December 6th, 20'14 Attent¡on- -UtilityAudit,lnc.hasconductedanextensiVeanalysisoftheutililybillspfesentedby|lIEThisanalysisresulted in procuring the following refunds, credits and savings available or obtained for IIIIII Review the breakdown of savings below. Please initial next to each item below and return th¡s document to our office. Once received, IffI will begin to see the sav¡ngs within one full billing cycle with the util¡ty vendor. BREAKDOWN OF REFUNDS, CREDITS, & SAVINGS AVAILABLE Work Order Fìeportlnitial Ref. llem¡zed By Ulility Department Relunds / Credits Available Estimated Monthly Savings Available Estimated Annual Savings Available Est. Slart Dale Est. End Date 4 V ELECTRICT available rate of 2 City of Murray, Account usagès lor 36 C¡ty of Muray, a rate struclure to the Recommend a rale structure change to the ¡tems 4-10. $ $ $ $ $ $ $ $ $ City Cily Cily City City City $658.00 $ 7,896.00 14-Dec 18-Dec 355.00 $ 4,260.00 14-Dec 18-Dec 450.00 $ 5,400.00 14-Dec 18-Dec Current Rate available rate City of Murray, Account *E Current Bate of I Bscommend a rate structure change to theavailablerateop $ Fèport Reterence #4 - #10 = Meter m¡sread lrom vendor, ad¡uslment on est. $ $ months. Relund W 4 6 7 I I 10 of Muray, of Murray, of Murray, of Murray, of Munay, of Murray, Account Account 1 ,050.00 686.00 415.00 1,525.00 150.00 50.00 790.00 w NATURAL GASI Feport Belerènce #11 - #13 = Monthly therm cost reduclion invest¡gation and implementat¡on. Reduct¡on ol C5 therm UAI's monthly sav¡ngs.-ü 325.00 $ 620.00 $ 46s.00 $ '14-Dec 18-Dec 14-Dec 18-Dec 14-Dec 18-Dec 11 Queslar Gas, Account 12 Queslar Gas, Accounl'13 Queslar Gas, Account $$$$ 3,900.00 7,440.00 5,580.00 REFUNDS & CREDITS AVAILABLE MONTHLY SAVINGS AVAILABLE AN NUAL SAVINGS AVAILABLE REFUNDS, CREDITS, & ANNUAL SAVINGS AVAILABLE $ 4,666.00 $ 2,873.00 $ 34,476.00 $ 39,142.00 www.Utility-Audit.com I 1-800-819-5540 I 3158 N 64th St. Mesa 4285215 Utility Audit, lnc. I Page 20 ol 26 @P , t f l i. H r , , # , " * , - l : J n - " ; Sa ú n g s R € p o r t / w o Ì k O r d e r 2 | Ad d e n d u m A E l e d r ¡ c cu M M l N S PO W E R SO U T H | Êl e d r i c ut i l i t ¡ e s Re p o r t A@ o u n t / Fa c ¡ l i t y ln f o r m a t ¡ o n 1æ g o æ 2 50 æ 1 S S 1& 1 0 2 Í æ 3 23 G 2 3 @ r0 8 2 7 $ s 5, 1 @ . m 3 1, l s o . m 3 2, t u , ø s 2. s . @ E@ TE æ Eæ rm Ut u ù ^v c s. ¡M , o ur Ø sr o Ed ,@ i a6 , fæ R 3{ 1 É f sr 2 s tu ç ú tu ar . ab n b . d s¡ s e 7 6 re r 5 w o* 4 h . & , ú 3 r ñ r . * r rt r t u r ã h h L o . ¡ @ . r N 3 t ot i ø N. r S S E , ' ß w r y F d d d s f f i È rb e , t ¡ @ , I e s 1 2 3 4 6 6 6 7 8 I 9 10 11 12 '1 2 13 14 16 ld e n t ¡ f ¡ e d Sa v i n g s Er e n t I ht k ñ * r y d d M / h d kd k f r * 6 / d H M / 6 i l hl k ù * o @ d M / ù d t I I t t 2, & . m I ¡¡ 1. $ O @ ¡¡ 2, 1 & , f t t ¡¡3 ¡I ¡¡ i I I 3 I ¡¡¡t ¡¡¡I 3 ¡t ¡3 ã0 . d I t ll ñ . ol Uæ Hl ù ñ tu * . d fþ h l GL o I - t bd M ¡m . dU * rt u t B k / f u Ð tu d0 4 ø Þ d S . ù 6L D É 1 M t u n d ¡ m d u * Ti m . dU $ M i ù ñ t u s . d & h t fn ¿ of u s ht u Pô Ú d ll g h l 1ñ . dr y e d $ t o ù tu . du s ru t u ñ tu { r d lt s h l 6S C 1 70 &n d $M 6 BO Mo ú h l y 9d q 5 ^n n u . l Sq 3 ld e n t i f ¡ e d Sa v ¡ n a s Event 2 I ¡ r 6æ.d ¡¡ 2,7ð.fi ¡3 I ¡ 2,r&.6 t,øû i ¡I ¡ a.¿0.æ I 3 I !¡I ¡! $$a $$ r& . & s s s 5 3 13 5 . 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Þ ! ! I E t I 5 ¡: r . . É t ¡ r . ¡ ¡ a E Ë ¿ : E É i E i i ¿ E E t ¡ l i ¡ i t ¡ ¡ E Ê¡ ã ¡ t r É i l r S r i r a c l l r ; i ¡ ¡ i 5 ¿ i i ¡ r r a ¡ ii ¡ l Þ ¡ ¡ ¡ i i ; ¡ r! ¡ r ! 9 1 ! a 9 E r l 9 9 ! Ë e É i È É !l tt t t t i t i t t t i t { l i ¡ i t t I t t f [ ¡ t t t t I f I ¡¡ t [ f t¡ ¡ l t t f fl t ¡ l l l t l l ¡ l f li l f l l l l t i trt! ç .ã > >- { E¡I> ıo J< 3m NZ e- l $: , @P*"ilit"x Audit, lnc.INVOICE 3158 N.64th St. Mesa AZ 85215 irm Specializrng ln Ut¡lity B¡lling 1 -800-81 9-5540 www.Utility-Audit.com Statement Date 1113115 Customer Name Account Number lnvoice Number11855 1 THIS MONTH YOU SAVED TOTAL AMOUNT DUE Savinqs realrze(l $ 298.95 Amount Due 2/1115 $ 149.47 ACCOUNT SUMMARY Previous Account Balance New Charges .Due on or before Total new charges are amount due Utiity Aud¡t, lnc. at 50% fee for sav¡ngs realized. 211115 $149.47 Total Amount Due $ 149.47 BREAKDOWN OF REFUND, CREDITS & SAVINGS REALIZED THIS BILLING CYCLE Itemized Bv Vendor Account Work Order Realized Sav¡nos Start End Report Ref. 1 Mountain Account 2 14-Dec $298.95 14-Dec 18-Dec Total Refunds, Credlts, and Savlngs Realized $298.95 NOTES "Full breakdown of savings realized in backup documentation attached to this invo¡ce. .Our records indicate that you may not be currently benifiting from all of UAI'S professional auditing services. You may be losing money monthly by not having UAI review all utility vendor malerials. Signing up for UAI's full scope of services is easy, and risk lree. Contact us today to sign up and receive more informat¡on. 'See page two lor work order approval. - Hemit payment to ulrlrty Auort, lnc. at 3 ì 5ö N. 64In ul. Mesa, A¿ ö5215 Account Number 1 1 855-1 Due Date 211115 Amount Dueg 149.47 New charges are amounl due Utiity Audlt, lnc. at 50% fee for sav¡ngs realized. www.Utility-Audit.com I 1-800-819-5540 I 3158 N 64th St. Mesa AZ 85215 ATTACHMENT 1 Utility Audit, lnc. I Page 23 o1 26 NOTES Backup documentation for lnvoice is attached ¡n the following pages. savings. These changes were approved through initialed Work Order Pre-Audit and Post-Aud¡t rate compar¡son sheet show the realized 2 and Sav¡ngs Report 1. -- Account #11855 Dæmber6lh,2014 aróilloÜ - trrrrl uilryAudh,lft þs @dudd an er6NÛ6 åBlys¡s ol rh ùriÌry bils pr.silôd byIII!ITh'S 8nerys's resuh.d 'ñ pr¿rurinq ñslolb*ino reluds,cr€dE.ndsåvi.gsåvåibleotobþi.ôdlor IIIII Re& rhs brôákdownol süEs bdow Plêaso ¡d¡al nof lo sch Í€n blow ad t iúm ùisdodmnl lo out dico. onø técôivod, -eillbq¡n lo sôe 6ó eviñqs whhh one lullbilliB qd6 wilh lh6 uliliryvêndor. BREAKOOWN OF BEFUNDS. CBÊDIIS. & SAVINGS woú ß.luds/ Esüroþd ofd6f R.poÁ lbnû¿dByuiiiy uonlhts.vln$ Ànnuırs6v¡4s sbr End hiir q; av6rabh oaro oar€ ELECTFIC:w w w w cryoiMù,àr^@úd-lî::Í1r'i."t:lllj:¡i civorMutrãe acoún' - cur€il Rdê d-Roøñ drbbbßbd- ^ / IATURALGAS:m nroññr.ðn..tll.rr3¡rô ll. tl,/l hEilcrb.-d r-Þhìr.'b..R;udbñorúrdû.nur4Étuh¡nsrnmo¡hry.rvrq¡ - f,-,"-*,-,.^^,*--7.440¡0 r4.D6o r3.Dæ RËFUNÞS & CFÉÞITS AVAILASLE MONÍ HLY SAVINGS AVAILABLE ANNUÂL SÂVINGS AVAILABLE s 4.fi6.m s 2,4æ.@ 34,476@ NEFUNDS, CFEDIIS, & ANNUAL SAVII{Og AVAILABLE a9,142.00 lf you have any questions about this bill, please call us at 1-800-819-5540 x3 between 9 a.m. and 5 p.m., Monday through Friday. Page 2 @ g:ititv å.*"{ ih,,t r.-"";SAVIN(ìS HI-POIII ONI wottK oflu[ H IW() .n{ [)-8] 9-J!i( .r.rir (ll lv./\L rl l.inrÌ www.Utility-Audit.com I 1-800-819-5540 I 3158 N 64th St. Mesa AZ 85215 ATTACHMENT 1 Utility Audit, lnc. I Page 24 of 26 Rate Comparison for to Account PreAudit Rate: COMMERCIAL- KWH Total KWH On-Peak KWH Otf-Peak kW Demand 2014 DECEMBER 21400.00 10160.00 11240.00 76.00 34.20 809.40 307.O4 757.99 5.65 50.44 55.66 5.64 60.78 136.76 2014 DECEMBER 21400.00 10160.00 11240.00 76.00 ür 29ð.95 13.1"/o Tariff Costs Basic Service Charge DELIVERY SERVICE Demand Charge Facilities Charge Energy Charge Renewable Energy Adjustment Energy Balancing Account Customer Etf iciency Services Home Eleclric Lifeline Program Sub Total Sub Total Pleasanl Grove Franchise Tax Municipal Energy Sales/Use Tax Utah Sales Tax Non-residential Cost of Electricity with Taxes and Fees POST Audit Rate: KWH Total KWH On-Peak KWH Otf-Peak Demand Usage Cost of Electricity with Taxes and Fees $ $ $ $ $ $ $ $ $ $ $ $ $ $ 10.650000 4.040000 0.035420 0.004200 0.037500 0.033500 3.00% 3.00% 6.75/o $ $ Savings % Savings Page 3 ATTACHMENT 1 Utility Audit, lnc. I Page 25 o1 26 2ó4.34 vöþ.óv PACE 2 OF 2 U ROCKY MOUNTAN \Po\rER BlLLlNGDA1E:Dec31,2014AccoUNTNUMBER:-DATEDUE:tan23,2015-I NEW CHARÊES. 121'4. CONTINUED uNtÍs COST PERUNIIS CHARGE ITEM 3. ELECIRIC SERVICE Next scheduled read date: 01-29. Date may vary due to scheduling or weather ilEW CHApCES - 12/11 UNIÏS - COSI PER UNIT Avg. D¿ily Temp. Total kwh Avg. kwh per Day Cost per Day 38 21400 1't26 $104,49 22 0 0 $0,00 à È E; FÌ 'l.5 1,2 0.9 0.6 0.3 0 ]listorical Data - ITEM 3 Your Average Da¡ly kwh Usage by Month PTRIOD FNDING DEC 2014 DEC 2013 2013 DJ f MAlilj J AS0ND2014 CHARGE Basic Charge - 3P for 19 day(s) Facilities Charge for 19 day(s) Energy Charge - 0n Peak for 19 day(s) Energy Charge - Off Peak for 19 day(s) Renewable Energy Aq,ustment tnergy Balancing Account Customer [fficiency Services Home Electric Lifeline Program for 1 I day(s) Pleasant Grove Franchise ïax Munic¡pal Energy Sales/use Tax Ljtah Ssles Tax Non-residential Iotal New Gharqes 76 kw 10,160 onkwh 1 1.240 offkwh 5,4100000 0.0990190 0.0301 560 0.0042000 0.0375000 0.0335000 0.0300000 0.0300000 0.0675000 34.20 260.40 1,006.03 338.95 5.65 50.44 55.66 5.64 52.54 54.12 121.76 1,985.39 lfyou feel your ¡ncorrect, draw meter read is l¡nes where the New Mailing Address or Phone? Please print your new information below and check the box on the reverse s¡de of this Payment Stub. Thank you. ACCOUNTNUMBER- MEITR NtIIUBER S€RVICE PERIODFrom lo ELAPSED DAYS M[]TR READINGSPrevious Curenl MEIER MULÏIPLIIR AI\4OUNT USID THIS MONTH - Dec I 1, 2014 Dec 30, 2014 19 0 254 40.0 10,1 60 onkwh I Dec 11.2014 Dec 30,2014 19 0 281 40.0 1 1,240 offtwh I Dec 11,2014 Dec 30,2014 19 0 139 40.0 5,560 kvarh - Demand Dec 30,2014 1.905 40.0 76 onkw - Demand Dec 30, 2014 1 .715 40.0 69 offtw -IIIIIIIIIII =I M.t.FIRSTLAST IIEW SlREEÏ ADDRÊSS CITY /,\l lf\CHMENT 1ST¿tP TELEPH0NE f'¡UMBEß Utility Audit, lnc. I Page 26 0126 CITY OF SAN JUAN CAPISTRANO REQUEST FOR PROPOSAL RESPONSE @EDRI TNERGY ÐATA RESOURCES ATTACHMENT 2 Page 1 ot7 A. General Information Firm name: Energy Data Resources Address: 31 17 Feather Ridge Road, Toddville, Iowa 52341 Telephone: 3 19 -3 10-2906 Web address: www.energydataresources.com Year established: 1997 Former firm name: N/A 2. Account Representatìve or other nerson to contqct for claríf¡cqtion of ønv item contained ín the orooosøI. Include telenhone numbers qnd emøil øddress íf dífferent fron sbove. Account Representative: John Weber_ Tef ephone number: 3 19 -3 I 0-2906 Email address: j ohnweber@edr3 60.com 3. Specífv tvpe of orsanízøtion (indívìdual, pqrtnershio or corporøtíoù qnd if anplicøble indicøte whether vou are: Type of organization: Corporation; Small Business; Women-Owned 4. Personnel ofthe Pronoser's Fírm musl be identifìed in the nrooosal with their backsround ønd nrofessìonal licenses qnd credentíqls, The firn mast gíve sssurances of contínuitv of its personnel. Ezzy Sadrerafi, MSEE; 34 years of professional regulated and deregulated utilities industry experience John Weber, Northwestern Kellogg PhD MECS 30+ years in utility specific management Shea Dibble, 8.A., Business Management Certificate, lOyrs SDG&E and SoCalGas Utility Energy Programs Management 5. Provide suretv informatìon for all suretíes - General and Automobile Liabilitv, E/O snd Worker's Compensqtíon. See attached. 6. Consultønt shall submit copìes of all notíces of violatìons. correctìve øctíon notíces. enforcement actíons or orders, warnìne notices. or other forms of nermit vìolqtion/non-comnliqnce docunentøt¡on (such as OSHA) thqt thev hqve received ín the oqst fìve (Ð vears fron nublíc asencies whích are owned or ooerated bv the Consultqnt, íts oqrent comoqnv and/or subsídísríes. NONE. ATTACHMENT 2 Page 2 of 7 B. Proposed Project Approach Describe your firm's capabilities, experience and approach in preparing utility rate analyses for city governments or other public entities. Include your project implementation experience evaluating accounts ofthe utilities that provide service to the City. Summarize your approach and understanding ofthe project and any special considerations of which the City should be aware. Indicate clearly, the levels of participation you will expect from City staff in the fulfillment of the contract. The information in this section will aid the City in the refinement of the scope of work during contract negotiations. Exceptions to the requirements ofthe RFP should be clearly dclineated in this section. Describe your company's organizational structure, the management approach for this project and how the project's success will be assured. Provide information on how your company would ensure that the project is on schedule and within the agreed budget. In addition, you may provide an attachmcnt of information not included, nor requested in this RFP, if you feel it may be useful and applicable to this project. Capøbilìtìes, exoeríence and aooroøch: EDR has been managing utility invoices throughout the globe for a multitude of customers that cross over nearly every utility and supplier for close to 20 years. Our robust, on-line, secured database system allows our clients to access their utility data shortly after they are issued by the utilities. EDR's highly dedicated professional staff reviews and audits each and every invoice as it comes in for accuracy and opportunity for improvements. We manage numerous commerçial acÇounts under various SDG&E rate tariffs for our customers and we are very familiar with the intricacies associated with all their rate schedules and the continued changes that are made. Proiect innlementatíon exnerience evaluøtìnp øccounts of the utilities thqt nrovíde sewice to the CÍtv: EDR has been managing, evaluating, analyzing, auditing and making rate adjustments for utility invoices for nearly 20 years across the country including the utilitics serving the City. Summaríze vour aoproqch and anderstqndíne of the nroìect qnd ønv special consìderatíotts of whích the Citv should be aware: EDR's approach consist of utilizing our Energy Data Management System to capture all relevant data points from the invoices. Our team ofhighly trained staffreview and audit each invoice as they are uploaded into our system and compare them against the historical usages and costs that include prior month, prior year, tariff and contract data. Additionally, our level 2 audil team reviews all historical data in the system for additional opportunities such as tariff adjustments, over-charges, tax credits, etc. Indìcate clesrlv. the levels of particípøt¡on vou wÍll expect ftom Citv stafl. EDR works in a true partnership with all of its clients. We will need a designated a point of contact to assist in obtaining a Letter of Authorization from the City in order to allow us to work directly with the utility companies to obtain your invoices. EDR will do its best to minimize the amount of time the City staff is required to spend on this activity as we work directly with the utilities and the suppliers to obtain and manage all the invoices. Excentions to the resuírements of the RFP This will be discussed in the pricing section. Orsanizotìonøl structure. the manssement approsch for this nroiect and hov,the nroìect's success will be øssured: Our history has shown that a continuous process management is the only way to assure program success. EDR manages this process for a multitude of multi-national clients very successfully and the program pays for itself many times over wilh the savings we continue to deliver year-over-year. Provide informotion on how vour conpanv would ensure that the oroíect is ott schedule ønd wÍthìn the qereed budset: ATTACHMENT 2 Page 3 of 7 The initial data transition of the City's invoices into the EDR database will take between 6 to 8 weeks from the date the contract is awarded. We will work diligently to review and audit the information as they come in. The follow through and the level 2 audit of the data will take an additional 6 to 8 weeks to complete. C. Staff QualificatÍons and Related Experience 1. Stølf QuølíJicatíons ønd Experience This section should demonstrate the qualíJìcatìotts ofall professíonøl personnel to be assigned to thís project, Líst øll íttdivíduals ín your contpany who will be working on thìs projecl Indicste the specifìc tøsks thøt they will be assígned. Include esch individuol'sjob classiJicøtion, academic degrees, professionøl regÍstrotion, and areas of responsibílifii and percentøge of tìme on ø monthly bøsis thøt the hñividuøl wíll work on the project Consultant ntay not sabstítute any member of the project team wíthout prior wrÍtten øpproval of the City. Describe the relevønt experience of each technìcal staff nrcmber including the number of years of utility audít experíence. Províde ø list of all projects that each ìndÍvìduøl høs been øssocísted durìng the pøst three years, íncludíng the type of project and íts dollar value. If your Jirm íntends to subcontrsct any of the semíces required under thís RFP it should be díscussed ín thìs section. For subcontrøcted work, provide the søme ínfornntìon descríbed øbove for eøch sub-Consultønl Ezzy Sadrerafi, MSEE; 34 years of professional regulated and deregulated utilities industry experience Ezzy will be overseeing a staff of data analysts that are responsible for frequent data retrieval, review, audit and reporting of the results for the City John Vy'eber, Northwestern Kellogg PhD MECS 30+ years in utility specific management John will be the overall relationship manager for the City account and main contact between the utilities and EDR Shea Dibble, 8.4., Business Management Certificate, 1Oyrs SDG&E and SoCalGas Utility Energy Programs Management Shea is a member ofour sister company and our local representative in the San Juan Capistrano area 2. Related Experience Include descríptìve ínþrnation concerning the experìence of the fimt. Include information øbout previous projects thøt nìght be compørable, ìncludíng the sìze and type of projects und the scope of sewices províded, Provìde a representøtíve sample of the following completed withìn the last 60 months: u Sqmnle Utilitv Accouttt Audít: Províde a conv of a orevíouslv connleted utilitv øccount audít for e sínúlar fac¡t¡tv comotete¿ tv ATTACHMENT 2 Page 4 of 7 LEVEL I AUDIT SAMPLE: LEVEL 2 AUDIT SAMPLE 1: rhdonloH f4r4 lusa lrMdiárie lD lEræ 022v161 321 1,e20.@l .,.,,1 7.701 112.271 0 osllulcxtooffiolËåi"'"#.|"*r-*"-* tcr¡ck rodffidt tkdon oH twas t?ru Paú DnÉ tı^.ñ..D I I liiii*"* l'' hdoñloH l@24 lusA ltu-rmhdiru lD lEræ M/2il61 2e11.280.@l ,,¡,!l 5.1 70.61 oosrfoict lodñdl ltu'don OH IWOS 12æ Paû Dnþ lÞ"añ, .Þ I I |glcftodffid|HnoryH-|was iffi;"ä;k" r***"-t "'t *"-t,*"t ""1 "*1 '*' toicrrodñdt l:ïl:ÏÎn_l*o" 12æPaÀDdÈ tudonloH l@24 lusA lr_l::]"d. I't10 024 s1 077 lEræ w21t16l 231 o*1 ",,,*l "r *l o rot"l lulcrlodMdd|lnÏ:};"|"""**'1 "l "-t,*"t "1 -*I t10 024 s1 07,::3"::ï:-"" r'*w21t16l 231 o*l ,*,*l or*lr'ror'orl lu(k rodM@dt twúon oH twus tzæ P,ú urÞ lo"¿ñ, .o I I *.-r"r-.f*l#.Ï]i*"*|"--"I 't "*t,*"t "-t *'1 lcict rodildGdl ltudon OH lWaS 12æ P¡Á hrt.^,^... I I ftdonlo' l@24 lusA li-':::i",r l" Lglcrloodil@d||ff"i:H"|*.**"r"r^f*l#.lfl*"'1.,--"1 *t "-t ,-"t "-t *'I toick rodoMìædl lffl:t3n,l*u" 12æ Páft rh6 ft.donloH 1424 lusA l,T"l:j^,'* r tLrcr rod()Mrmdt twdon oH twas t/^ P6Á hÉ lo"¿ñ, EÞ I I **"r"r-f*l#-ii*"*f' lEr* *''o"ul "tl o*lu*nl 5ml 55'751 Account Usaoe Unit of Meas¡¡re Annual Cost Average CosÉ per Un¡t Flec OO5Ol67lO0 946 800 kwh s 141 9,42.14 s 0.1500 Elec 0010700102 526.720 kwh $69.999.56 $ 0.'1329 NG 200.239 Therms $170,754.49 $ 0.853 wlR 13400221352 185.200 Gallons s 12.067.39 s 0.065 wTR S3500201050 $1.æ2.37 wTR 93500201150 $I 230 86 swR 13400221352 185.200 Gâllons s 18.544.40 s 0.100 Refuse 10.842.89 RCY 2.369.50 Total $429,093.60 PÕtêntiâl Oôoortunitv Estlmated Savinos Elec 0050167100 - Aoolv for electric sales tax exemDtion $8.401.7 4 trlec 01150'167100 - Oblain Sveam of sâlês lâx rêf rnd o 25.671.06 Elec 0010700102 - Aôôlv for electric sâles tex exemotion s 4.117.65 Elec 0010700102 - Obtain $vears of sales tax refund $I 3,141.99 NG - Annlv for NG sales tâx exemıliôn $9.766.23 NG - Obtain 3-vears of sales tax refund a 29.298.69 NG - Eliminate lale fees $1 24n 60 NG - Reüew third-ôerlv Drocuremênt s 17.O75 WTR 93500201050 -Consider shuttino off meter $1.æ2 WTR 93500201150 - Consider shutt¡nq ofi meter $'l 231 Waler / Sewer ODoôrtunitv - lnslall sewer meler s 9.272 Total Estimated Savinqs $120,527 ATTACHMENT 2 Page 5 of 7 LEVEL 2 ATIDIT SAMPLE 2: b. Proìect Reoortins - Describe the tvoes of reports and information nnnøsement svstems used ín the msnagement of sìmílar oroìects. Attøch examoles of the orogress or oroìect renorts to vour nast clíents. SAMPLE PROGRESS REPORT uøclt¡úl!.t¡¡olwumuaüwlDüüÞEútEæ]¡@ü II-¡Ig!uwÐ¡'Illxw 'JI'ætplëtüæI¡ott¡,,tül-'l]IlllDuaüDDü-ûl¡lfrlru (f¡ lru uúúÐùü JüùuÐulE-'f,-¡UÐilÐúl]ry-algl¡'ulE.iEJAug.awllIÐ,Ãlru+rrtr¡I'D.DI'1.¡td¡ÐI!otaüt¡EÍi!uaÐÐÐa.¡u 'EÐJ' f,Irulru lø¡aúr'¡ cccOOcÐüTûùùÐÐCÐ !ÐÐÐÐÐÐÐÐÐÐÐÐÐÐÐúÐÉÉooøcÐÐÐÐ¡oC!!ccoÐccúCOúTOcCu Otû otñffnruD'ItE¡EtiillE!gJüùIDu.ap ll'E¡u¡iIlF¡Eg¡ tt!¡æÐlDÐÐwI¡E'ruI'Wru'ruúoËút-alDruruC¡E.ulDpD@'E ,,È 't.''g 'io! ,BÐ 'lù ba._A- Fhq¡úqr ---¡¡il--Flff -l.tIæúÕffiÚ¡Õ-æryÕ--*_þb--htlbÉ--ú-Ú-E--¡- ¡Ë¡q-- útt ü-ã-t¡E -E*.gbtutAFÚ_aÐ- rEh-ry -bh-Hbb bbh-ú¡bEEr-ffibñ bút-ü ffiJ*-ú-t* ffiÕ¡5É-- ffi.tL*-br* -mÐ¡'Éúb-E-E--_ -EÉ'--F-t---FatÉ-F l --Frt--Fr---F l e-Þ- --tsi----t¡---rEÊF-EÈ-ËÊ- -EE'¡EE æF-e-Þ_ÊÞ- ---tl---t- ÊE -F- E-Ê- E-È_ ¡-Þ- ---r-* TE æF- EF- ---'I¡-F'E --F.E--F.E ---rE---rE ---rE---.- --Fa-tEF.tsE--rts - I d d E f r n n ht hf LGhdndbdD 4Dd¡qn dbdDdDdhlhlhÈgÈã 4DdfdhdDdbdh6hADthùhth EBüh bBbB¡hahth ¡hThth¡htnahühthEhENEhEhFNEN rnrB nh gh t ö ü ryUüUú ü úb Blb,l ry.¡hth ffi latl¡Gffi lÚtsFñ rÉilr¡9.rhåIr-t-¡ffi htrc htrc ú Eú ATTACHMENT 2 Page 6 of 7 Accoulf ll!.os Unlt ot lleaxre Annurl Col Arr€fage Cot p.r lrnlt Effi, I 1¡)-16aul, EÆ,2 6.(F&(m kwlr i 380.750¡48 '¡-6ÆâtltrdGG6116?T'Ècf I tÍrtåslTl o.&¿üt wdrl 5.6tÉ_UX C.L¡l 19ñUn o.tüxf,a watz EIEË w.z¿sßl ã.6'ã_û't Ê-ìt Á-79¿_g o.oa5a6 ies2 ffi ZßJâs*3 e.È!¡t l$.7l 'ota¡f,5s5.ı13,ı0 Potental Elsclrlc I - lmûoì/g ooÂrs fætol ?.¡ß-!Ít Ebclnc 2 - Eumlntlâ látå fÉs Laa5-zt Elgctdc 2 - lmtro\¡E þorver Éctor I a¡r¡anD NtluEl G8 - Râüów lhlrððdv suDolier OdloB I af _Iß-tf Wrttr 1 - Ellmlnd6 lata Éâa ll 1.p,'¡ tâã ll 12.8.tr 1*29 Sswsr 2 - Ellmlnate lde fe€s 10-12 $ 8¡f,837.89 EDR ON-LINE REPORT SAMPLE: ôJ enc.¡y L) T.r..ñmuñic.tiôn Osc¡rcn i)xts O PDÊ Q)strnd.d Âd ßun Rapo¡l e l![io/2oi6l ^(cc¡¡ nk w¡nhôlE ßcFd co$pl.lc. 56¡ ßGcordt roúd ,i[_]uru u FM--l Rcport¡ Tot l cort/U5àgc by A(t Fñdlrid ¡lr ç: Sdt SNiAo-g-Înô-EP ryn u el20Ì5 @ U N0?015 ryn U DBf15 qñ u Ðæ16 qñ u r*?0¡6 #ñ U Mrr20t6 qn U AF 20t6 qn U il.yÐ16 qn u s2016 Fn U ü:016 S.n q{o gr A Ehfr Etil i¡øtr ¡mgtg ø frc rM&rF tla&t5 32 É.è l1æ¡512ã&i5 S Éfi 1æ¡5 0rA&rB $ gft 01/2&rô 02¿Í!6 3¡ ae 0æ¡ô 03¿91ô 29 Eþc 0Wl6 üÊù!ô a! &c gÆ¡6 6Aù16 32 Ettc 0tæ,r6 MU16 29 Eåc @€¡6 074&10 30 ?4 t6 ø(û 6r.¡71m(ú 6t.67üKú ?5.r62ø(ú a?tr @(ù 85.Fr mKú 8?.325 æ(ú s.6rmKù e7 s øKú æ.gtsrú ?s. r0 rBæ l2as rsæ 170& t6@ rflil :r6 il ¡¡r 30 26 10 rt.æ€¡ 12.6rôs 127S 35 13S98 l5 1r1 ta 15.W.17 15.9 ?1 17.æ r0 tgg3¡. r8.ßil fs TS ¡s ts T5 TS fs f5 ts 3tz671B t_ffis7aB 3122ü7 1F E_lWt¡9 3t¿6r r93 !_ffitô148 3122G7 tB c_ffi748 3122Gr 1S g_ffip7¡9 3t267193 8_ffiS7ó9 3t2671S a_msta9 312?61 1S a_ms749 3t20t 1s ¡ ffiB?49 3t2267 1S o_ffi9¡t¿9 0:3r1 0s5 0*2 0.!&5 0 [r2 0.tt€ 0 1619 0 r8r¡ 0 t¡a¡ 0 iso c. Fìnancial Inûacts - Provide exøilples of the søvinss identifìed on previous proìect(ù. PLEASE SEE THE EXAMPLE PROVIDED IN SECTION b. ABOVE. d. Schedulins - Describe how vou will keen the oroiect on schedule. Justífv wíth pøst experíence. As indicated earli€r, our process is a continuous improvement process as we monitor, review and audit your invoices on a continuous basis as they come in and do so on a level 2 historical basis once a year after the initial audit that we will be conducting as a part ofthis project. 3. References Give exømnles of work performed wíthín the nøst 60 nonths thst is sìmilar to thøt indícated ín the scope of work resuested in this RFP. Expløìn its relevance to the scooe ofh'ork snd the oroposed conbacl EDR has been providing comprehensive energy data management services for a multitude of clients since 1997 exactly like what is being requested in the RFP submitted by the City. We have helped our clients save on a continuous basis on their utility invoices year-over-year with our unique approach to data management, monitoring and audit. 4. Legal/Conîøctuøl Experience Discuss whether vour companv hss ever føiled to couolete s contract ønd índicøte the círcuntstqnces leqdins to the proìect faílure. NO List all lesøl or adm¡nÍstratíve proceedinss that are nendine or have been concluded qdverselv aesínst vour compønv wíthin the Isst f¡ve veqrs. Identìfv qll thqt are reløted to nrocurement qnd oerformance of public or pútgfe eon str uc tíon c o ntruc ts. NONE. E. Proposed Fee Structure and Schedules The Proposed Fee Structure and Schedule shall be provided under separate, s€aled cover as a part ofthe RFP submittal. Provide proposed fees for all Utility Account Audit services in the following format: lremainder of fee proposal confidential] ATTACHMENT 2 Page 7 ol7 1(y2015 -4a 4t TROY&BANKS GITY OF SAN JUAN CAPISTRANO, GA Request for Proposal for CONSULTING SERVICES to PERFORM UTILITY BILL AUDIT Thursday, October 6, 2016 at 3:00 P.M, PST 9oNIAC'I: Troy & Banks, lnc. 2216 Kensington Avenue Buffalo, New York 14226 (716) 8394402 / (716) 8394452 fax tra na I I o(ôtrovba n ks. com www.trovbanks.com Thomas T. Ranallo, President lNote: Troy & Banks did not consent to publication of its proposal, and it is therefore not includedl ATTACHMENT 3 PAGE 1 OF 1 Proposal for Consulting Services to Perfoffn IJriliry Bill Audit for the City of San Juan Capistrano by Utility Cost Management LLC ATTACHMENT 4 Page 1 of67 Table of Contents A. General lnformation B. Proposed Project Approach C. Staff Qualifications and Related Experience D. Proposed Fee Structure and Schedules (under separate cover) E. Requested Attachments Page I Page2 PageT Page 17 Page 18 ATTACHMENT 4 Page 2 of 67 A. General Information Utility Cost Management LLC (UCM) is pleased to submit the enclosed proposal in response to the City of San Juan Capistrano's Request for Proposal, Consulting Services to Perform Utility Bill Auditing, dated September 21,2016. L Utility Cost Management LLC,ll00 W. Shaw Avenue, Suite 126, Fresno ,CA 93711 Phone: (559) 261-9230, Fax: (559) 261-9231 Web Site: www.utilitycostmanagement.com Federal Tax ID #:46-3330385 Firm was established in 1991. 2. Account Representative and Project Manager: Account Representative: Chris Wiehl, Sales Manager Tel: 559/ 261-9237 Fax: 559/ 261-9231 E-mail: cw@utilitycostmanasement.com Project Manager: Michael Kerkorian, Managing Member Tel: 559/ 261-9230 Fax: 559/ 261-9231 E-mail: mk@utilitycostmanasement.com 3. UCM is classified as an Individual / Sole Proprietor or Single Member LLC 4. The UCM staff assigned to this project will be Michael Kerkorian, Dara Kerkorian, Chris Wiehl, and Beth Rogers. Please see their profiles and qualifications under the heading labeled Staff Oualifications. 5. Please see the attached Certificate of Insurance for UCM. 6. UCM has no violations, corrective action notices, enforcement actions or orders. UCM had no permit violations or non-compliance documentation from any public agency in the past 5 years. If you have any questions or concerns, please do not hesitate to contact me. Sincerely, UTILITY COST MANAGEMENT UC Michael Kerkorian Managing Member ATÏACHMENT 4 Page 3 of 67 L Enclosures B. Proposed Project Approach When UCM opened for business in 1991, it started by reviewing bills for a variety of small retail establishments. In the early 1990's, the business grew gradually, working with mid-sized commercial customers, such as shopping centers, real estate companies, office buildings, and multifamily housing providers. By 1995, the firm began attracting the attention of school districts, colleges, and universities. UCM eventually analyzed the bills for hundreds of educational sites that serve more than one million California students, including the University of California, Berkeley. UCM's work for public educational institutions lead to its involvement in the State of California's Utility Bill Auditing Program in 1997. In a statewide search for capable utility auditing firms conducted by the Califomia Department of General Services, UCM received the highest point total of any bidder. This project proved to be a milestone in UCM's development for two reasons. First, the sheer size of the project established UCM as capable of handling even the largest, most geographically diverse clients. Second, the project enhanced a long relationship with public entities that continues to this day. Since l997,IJCM's public entity clients in Califomia have included approximately 100 cities, 120 special districts, two counties, five departments of the State of California (Department of Corrections, Depafiment of Consumer Affairs, Military Department, Department of General Services, State Lottery Commission), and 25 school and college districts. The scope of services provided by UCM for all of these past public entity clients is the same scope of services we are proposing to provide to the City under this RFP, as described fuither below. 1. Objective UCM's objective on this project will be to identify and obtain all refunds and ongoing savings opportunities on the City's electricity utility, and to measure and verify those savings over the life of the contract. Furthermore, we aim to accomplish this objective without imposine significant demands on City staff. 2. Tasks, approach, and brief description Fact-finding: UCM gathers and organizes historical billing information on the utility accounts serving Client property. The simplest and most effective way to complete the fact-finding stage begins with Clients providing one copy of each utility bill. From there, UCM utilizes a "Customer lnformation Release Form" authorizing utility providers to release historical billing data directly to UCM. This form is required by the utilities in accordance with CPUC directives. By utilizing this Customer Information Release Form, we avoid the need for significant involvement by Client 2 ATTACHMENT 4 Page 4 of 67 personnel in performing most of our fact-finding work. If the City of San Juan Capistrano cannot provide one copy of each utility bill, it is possible for UCM to rely solely on the release form to complete its fact-finding efforts. However, if we adopt this approach, we require a list of the utility account numbers serving each facility. Another option, if we are given access to files containing past utility bills, is for UCM to gather necessary information directly from the Client's files. No Client personnel are needed to assist with this effort. In this situation, the release form mentioned above is used to supplement information gathered. Site Reviews: If necessary, UCM visits Client locations to gather additional information. These site visits are sometimes helpful in verifying billing practices, metering configurations, or areas served by different accounts. Other than authorizing and providing physical access to the site under review, there is typically no involvement required from City staff on site reviews. Utility Bill Analysis: UCM analyzes the data accumulated in light of applicable tarifß, statutes, and CPUC decisions. All Client utility accounts are reviewed to determine whether they are being billed appropriately, and whether they have been billed appropriately in the past. UCM's analysis includes, but is not limited to, the investigation of billing calculations, inapplicable rate schedules, proper metering of services, optional rates, applicability of taxes and surcharges, baseline and lifeline allowance calculations, meter multipliers, and the applicability of all rules and regulations affecting billing. UCM uses a proprietary software program that we developed to compare the financial impact of the myriad rate choices under various scenarios of future usage characteristics. Historical billing data is normally the starting point for estimating expected future usage characteristics. However, we believe that obtaining an understanding of how and wlxy a customer uses utility services at any particular facility gives us additional insight into potential future usage scenarios, which in turn may affect our rate recommendations. We believe that UCM's analysis of the utility rates and tariffs is unique in that we do more than just compare potential rate options. lnstead, we review the rates and tariffs in-depth, looking for areas where the utilities may be misapplying them. During the course of an audit we may come across a tariff provision that is new, different or unusual. This might lead us to conduct research into the background, purpose and intent behind the tariffprovision to aid in our understanding of how it was meant to be applied in practice. This research may entail investigating the legislative history enabling statutes, CPUC decisions and resolutions, utility advice letters, and other documentation related to the tariff provision. Furthermore, customers are often surprised to leam that tariffs are not always clear and unambiguous. ln fact, over the years we have found that ambiguities often exist in the tarifflanguage. Utilities often apply these ambiguities in their own favor, even though CPUC decisions clearly state that tariff ambiguities should be interpreted in favor of the customer. We make a point of spotting these tariff ambiguities and ensuring that ATTACHMENT 4 Page 5 of 67 3 they are applied in favor of our clients. During the analysis phase, questions about specific accounts sometimes arise. The most coÍtmon questions concem what facilities are served by a particular account and whether the client has any reason to expect future usage characteristics on the account to vary dramatically from past usage characteristics. Questions and responses are normally handled via email, and require an insignificant amount of time from the client. Utility Bill Report Submission: UCM submits a Findings Report summarizing the findings of its review. The report contains an explanation of the grounds for all refund and savings opportunities identified for each utility account, including calculations of the estimated savings and refunds expected to be achieved. When necessary, UCM prepares all forms required to initiate changes to utility accounts. If unresolved issues remain after the initial report submission, UCM keeps the Client apprised of new developments Utility Bitt Implementation of Changes/Recovery of Refunds: UCM takes all necessary steps to implement recommended changes and collect refunds for past overcharges. This work includes preparing documentation supporting UCM's requests and meeting with utility company personnel to discuss each request. UCM also negotiates with utility authorities to ensure that refund calculations are acceptable and are paid to the Client in a timely manner. Once a rate change or a refund has been approved, we notify the Client of this development. If UCM believes a utility provider has unfairly denied any request on behalf of a Client, we may, with the Client's permission, appeal the utility's decision to the CPUC. No involvement from Client staff is required for the implementation of rate changes and refund requests, except that the Client must authorize UCM to make the rate changes or refund requests that are described in the Findings Report. The scope of UCM's work for its clients (including all of its past public entity clients) has always included not just requesting rate changes or refunds for the client, but also actually obtaining them. ln other words, we submit requests for rate changes as well as any refund requests; we work closely and collegially with the utility personnel to obtain the requested rate change or refund from the utility voluntarily; and if the utility denies the rate change or refund request, then we may, with the client's permission, pursue the requests at the CPUC. Ongoing Consultation, Measurement & Verification, and Invoicing: Because utility rates and regulations are constantly changing, UCM continues to advise Clients of new savings opportunities that arise after our initial review, for as long as we share in the savings under the terms of the agreement. Similarly, Clients' utility usage characteristics often change over time. We continue to monitor Client utility usage characteristics during the contract term and may recommend new savings opportunities that arise from these changes. During the period of shared savings, UCM sends invoices every three months that set forth UCM's measurement and verification of the client's savings. This measurement and verification 4 ATTACHMENT 4 Page 6 of 67 uses the client's actual billing inputs during the period covered by the invoice. Based on these actual billing inputs, we calculate the amount the client would have paid if they had remained on their old rate schedule. We then subtract this from the amount the client actually paid on their newly-assigned rate. The difference is the amount saved by the client during the three-month invoice period. We estimate the following timeline for Utility Bill Auditing project. 3. Work Product The written work product from the above tasks will be as follows. Findings Report: The Findings Report states the expected amount of any refunds and ongoing savings identified. For identified refunds, the Findings Report describes the justification for the refunds by making reference to supporting tariffs, statutes or CPUC decisions. For identified ongoing savings, the Findings Report recommends the specific rate schedule or rate option the City should switch to, the tariff justification for making the switch, and the estimated ongoing savings that will result from the switch. See attached sample of Findings Leffer. ATTACHMENT 4 Page 7 of 67 5 Time from contract signing...Task to be completed... l week 1. UCM obtains copies of one monthso electricity bills. 2 weeks 2. UCM conducts initial analysis of all bills. 4 weeks 3. UCM obtains historical billing records from utility provider for those accounts that require historical analysis. 6 weeks 4. Site visits, if any, are completed. 8 weeks 5. UCM sends Findings Report to City 9 weeks 6. UCM obtains City's approval to pursue recommend rate changes or refund requests. 12 weeks 7. UCM obtains utility provider's approval of rate changes or refunds identified in the Findings Report. 16 weeks 8. Utility rate changes are implemented and reflected on City's utility bills. 30 weeks 9. UCM sends first invoice to City covering prior three months of savings. Under the fee proposal submitted herein, invoices would continue to be sent every three months for three years. Ongoing for duration of contract terms 10. UCM works with utility and/or CPUC to implement any unresolved rate changes, and continues to monitor City's electricity bills for additional savings opportunities. Invoices: Since our fee is calculated based on the savings achieved, we believe it is critical to verify that savings have actually been achieved and to provide the client with detailed support for how we calculated those savings. This support is contained in the invoices we send to clients every three months. We calculate savings as the difference between the amount the client actually paid on the newly-assigned rate schedule during the invoice period (three months) and the amount they would have paid on the old rate schedule during the same period. Determining what the client "would have paid" on the old rate schedule requires that we apply the client's actual billing inputs (including usage, demand, time-of-use shares, connected load, taxes, surcharges etc.) during the invoice period to the old rate schedule. UCM's proprietary invoicing software makes this calculation simple and accurate, and allows for a very detailed, but easy-to- read, presentation of these calculations on the invoice itself. See attached sample Invoice. ATTACHMENT 4 Page I of 67 6 C. Staff QualifÌcations and Related Experience 1. Staff Qualifications and Experience The UCM staff assigned to this project will be Michael Kerkorian, Dara Kerkorian, Chris Wiehl and Beth Rogers. Michael Kerkorian - Project Manager Specific tasks assiened: Overall project management, analysis of SCE and CPUC data, organizing and drafting of written report, negotiations with SCE, presentation of findings, coordination with CPUC. Job classification: Managing Member of UCM Academic desrees and professional resistrations: Bachelor of Science, Industrial Engineering (Stanford University lgSS); Member of Association of Energy Engineers; Certified Energy Auditor (CEA) Estimated Monthly Time to be Spent on this Project: 10% Months 1-3, thereafter, time spent will be dependent on audit findings. Number of )'ears of utility audit exoerience: 25 years In 1991, Michael Kerkorian founded Utility Cost Management LLC (UCM). Today, Michael serves as UCM's Managing Member and is responsible for the firm's efforts to reduce clients' costs through the informed application of utility rates and regulations. While he has continued to work in all facets of UCM's business, he has developed a special expertise in electricity rate and tariffissues. Michael has analyzed utility charges for more than one thousand California utility customers. He has successfully resolved numerous rate and tariff issues on behalf of clients, through negotiations with utilities and through CPUC intervention. He has directly supervised the pa¡rment of more than $50 million dollars in utility refunds to UCM clients, and has been responsible for initiating rate changes to utility accounts that have reduced clients' ongoing costs by more than $100 million. Michael has testified before the CPUC more than fifteen times, and has also testified on utility- related issues in California Superior Court. He has represented various parties in the CPUC's GRC process, requiring him to analyze utility company costs to evaluate requested utility rate increases. Through this work, Michael has developed an in-depth understanding of utility cost accounting methods. Michael also led a team that was selected by the CPUC to investigate, and report on, the billing practices of an electric service provider with 100,000 customers. ATTACHMENT 4 Page 9 of 67 7 Michael has initiated and been involved in many CPUC proceedings that have resulted in important changes to rates and policies affecting California's agricultural, multifamily, low- income, governmental, and commercial customers. These changes frequently have had far- reaching impacts benefitting thousands of utility customers. He has authored articles and given presentations on utility rate reductions for various organizations, including the Institute of Real Estate Managers, the Association of Housing Management Agents, the Western Growers Association, the California Special Districts Association, the California Street Light Association, and the California Municipal Revenue & Tax Association. Before founding Utility Cost Management, Michael served as a Senior Consultant in the San Francisco office of Peterson Consulting, where he worked primarily in the area of forensic accounting in a litigation support role. His assignments included financial analysis of CPUC filings of the firm's largest client, Pacific Gas & Electric Company. Dara Kerkorian Specific tasks assigned: Regulatory research, analysis of SCE and CPUC data, statistical analyses Job classification: Analyst Academic degrees and professional resistrations: Bachelor of Arts (Stanford University 1984); M.S. in Social Welfare (Columbia University 1992); Ph.D. in Social Welfare (Columbia University 2003) Estimated Monthlv Time to be Spent on this Project: l5% Months 1-3. Number of years of utilitv audit experience: 10 years Dara joined UCM in 2006 and has played a key role in all facets of the organization: auditing, tariff analysis and regulatory research, and advocacy before the CPUC. As lead auditor, she has performed and overseen the completion of hundreds of utility audits for UCM clients served by SCE and SCG. Her audits of cities within the past three years include Walnut Creek, Redondo Beach, Hermosa Beach, Vista, Montclair, Laguna Niguel and Rohnert Park. Currently, she is in the process of completing audits for two cities served by SCE: Santa Clarita and Blythe. While her knowledge of the tariffs of Califomia's four major utilities (i.e. PG&E, SCE, SCG, and SDG&E) is extensive, she also has undertaken numerous research projects involving regulatory cases and CPUC decisions related to policy and rate structure of California electric, gas, and water utilities. Her tariff analysis and research has resulted in her playing a key role in UCM's advocacy work before the CPUC, and has helped to clarify tariff language and to secure hundreds of thousands of dollars in savings for UCM's clients. ATTACHMENT 4 Page 10 of67 8 Chris Wiehl Specific tasks assisned: Communication with City Personnel to ensure needs are being met, Field surveys Job classification: Marketing/Sales Director & Field Analyst Academic deerees and professional resistrations: Bachelor of Arts (University of Califomia, Los Angeles 1989); Certified PG&E Energy Efficiency Specialist Estimated Monthly Time to be Spent on this Project: 3% Months 1-3. Number of years of utility audit experience: 17 years Chris joined UCM in 1998, just after the firm was selected by the State to provide utility bill auditing services to public entities throughout California. Chris' first assignment with UCM was to lead the marketing and administrative efforts under the state project. Under his guidance, UCM eventually worked with more than 100 public entities, and the state extended the project for an additional three years. Over the years, Chris has continued to play an important role in UCM's marketing and customer service efforts. In recent years, Chris has taken a lead role in working with UCM clients who are considering purchasing or upgrading their street light systems. As a result, Chris has developed an in-depth understanding of street light issues and how California's major utilities implement street light rates and regulations. In May 2074, Chris was the featured speaker at the Northern California annual conference of the Califomia Street Light Association, where he presented information on new policies and regulations affecting street lights. Prior to joining UCM, Chris was a manager with Richard Heath & Associates, a firm that administers programs for California's public utilities, among others. One of his main assignments with RHA was to manage PG&E's "Energy Partners" program. Beth Rogers Specific tasks assiened: Invoicing, measurement and verification of savings, collection of billing data, implementation of rate changes and refund requests Job classification: Accounts Receivable, Administrative Support Estimated Monthly Time to be Spent on this Project: 3% Months l-3, thereafter, time spent will be dependent on audit findings. Number of years of experience: 16 years Beth joined UCM in 2000. Initially, her primary tasks involved supporting UCM's efforts in CPUC proceedings, and performing various administrative and research tasks. For the past 9 ATTACHMENT 4 Page 11 o167 9 years, she has been in charge of three areas that are critical to a well-conducted audit: (1) collection and organization of billing data, (2) implementation of rate changes and refund requests to utility providers, and (3) invoicing and measurement and verification. Over the years, Beth has developed sound working relationships with her counterparts at the utility providers, which helps her in deftly navigating the utility organizations to quickly and efficiently procure billing data and obtain utilities'approval ofrequested rate changes and refunds. No subcontractors will be used during this audit. 2. Related Experience a. Sample UtilityAccount Audit: See attached sample of Findings Letter. b. Project Reporting: Attached is a tracking spreadsheet UCM prepares and sends to the client to keep them appraised of the status of rate changes and refunds. This spreadsheet is provided to the City when UCM sends its findings letter, and this updated at regular intervals as the project proceeds and changes are implemented. See attached sample of Project Report. c. Financial Impacts - The following are a few examples of savings identihed on previous city audits. Please note that the amounts shown are the amounts estimated in the Findings Reports sent to each City. Savings and refunds actually obtained may be higher or lower than these estimated amounts. Citv Refund Annual Savings City of Baldwin Park City of Buena Park City of Calabasas City of California City City of Carpinteria City of Chino City of Chino Hills City of Chula Vista City of Claremont City of Covina City of Cudahy City of Desert Hot Springs City of El Monte City of El Segundo City of Exeter City of Fountain Valley City of Glendora City of Hawthorne $21,650 $87,000 $8,700 $15,800 s2,200 $179,500 $77,000 $46,000 $42,000 $21,350 $12,500 $2,500 $52,000 $32,100 $32,000 $63,000 $27,000 $44,000 Continued on next page. 0 $16,000 $10,200 0 $5,500 0 $7,000 $0 0 0 0 $5,900 $26,000 0 0 0 0 $2,000 ATTACHMENT 4 Page 12 of 67 10 City of Highland City of Imperial Beach City of La Habra City of La Mirada City of Laguna Beach City of Laguna Niguel City of Lemon Grove City of Mission Viejo City of Montclair City of Moorpark City of Newport Beach City of Norco City of Oceanside City of Poway City of Rancho Mirage City of Redondo Beach City of Rohnert Park City of San Gabriel City of San Marcos City of San Marino City of Santee City of South El Monte City of Twenty-Nine Palms City of Upland City of Visalia City of Vista 0 0 0 $8,300 $7,000 0 $o $30,000 $8,000 0 $60,400 0 0 0 $13,000 $28,300 0 0 0 0 0 0 s22,400 $35,000 $32,900 0 $60,000 $9,950 $26,000 $49,200 $12,000 $ 130,000 $0 $26,000 $42,000 $21,000 $71,750 $46,550 $145,000 $30,000 $26,000 $80,600 $15,700 $38,000 $12,650 $2,400 0 $25,000 $51,750 $98,000 $104,900 0 Portions of the above bill audit projects were performed by the following UCM personnel: Michael Kerkorian, Dara Kerkorian, Chris Wiehl and Beth Rogers. d. Scheduling: Based on past experience a utility bill audit can be conducted and Findings presented 60 days after all billing data is received from either the client or the utility company. UCM has created a table that lays out the general time frame for each portion of the audit. Please see page 5 for time table. Since 1997,UCM's public entity clients have included approximately 100 cities, 120 special districts, two counties, five departments of the State of Califomia (Department of Corrections, Department of Consumer Affairs, Military Department, Department of General Services, State Lottery Commission), and 25 school and college districts. ATTACHMENT 4 Page 13 of67 t\ The following is a partial list of some of UCM's public entity clients that have retained UCM to provide a Utility Bill Audit and Cost Reduction Services: ATTACHMENT 4 Page 14 of 67 Arrowbear County Water District Berkeley Unified School District California Lottery Commission California Military Dept. / National Guard California Public Utilities Commission Castaic Lake Water Agency Central Contra Costa Sanitary District Chico Area Recreation & Park District City ofAdelanto City ofApple Valley City of Artesia City of Baldwin Park City of Barstow City of Bell Gardens City of Blythe City of Buena Park City of California City City of Canyon Lake City of Chino City of Chula Vista City of Claremont City of Costa Mesa Citv of Culver City City of Downey City of Duarte City of El Sezundo City of Encinitas City of Exeter City of Farmersville City of Fillmore City of Fountain Valley City of Garden Grove City of Gardena Citv of Glendora City of Goleta City of Grand Terrace City of Hercules City of Hiehland City of Hollister City of Imperial Beach City of Inglewood City of La Mirada City of Lazuna Beach City of Laguna Hills City of Laguna Niguel City of Lake Elsinore City of Lakewood City of Lynwood City of McFarland City of Mission Vieio City of Montclair City of Monterey Park City of Moreno Valley City of Newport Beach City of Norco City of Oceanside City of Orange City of Paramount City of Paso Robles City of Pleasant Hill City of Port Hueneme City of Rancho Mirage City of Rialto City of Ridgecrest City of San Gabriel City of San Marcos City of San Marino City of San Pablo City of Santa Barbara City of Santa Clarita City of Santee City of South El Monte City of South Gate City of Stanton City of Susanville City of Tehachapi City of Tulare Citv of Upland City of Visalia Citv ofYorba Linda Contra Costa Community College District Costa Mesa Sanitary District County of Fresno County of San Luis Obispo Fallbrook Public Utilities District Goleta Sanitary District Hayward Unified School District Hi-Desert Water District Lamont Public Utilities District Laton Community Services District Livermore Area Rec. & Park District Metropolitan Water District of Southern California Nipomo Community Services District Olivehain Municipal Vy'ater District Orange County Water District Pajaro Valley Water Management Agency Palm Springs Unified School District Pebble Beach Community Services District Peralta Community College District Pico Water District Pleasant Valley Rec & Park District Rancho Califomia Water District Ross Valley Sanitary District Rubidoux Community Services District Continued on Next Pase. T2 San Bernardino County Special Districts San Mateo County Harbor District Santa Margarita Water District South Coast Water District South San Luis Obispo County Sanitation District State of California, Dept. of Consumer Affairs State of California, Dept. of Corrections State of California, Dept. of General Services State of California, Dept. of Health Services Stockton East Water District University of California, Berkeley Valley-Wide Rec. & Park District West County Wastewater District Westem Municipal Water District In each instance, UCM's sewices were identical, or virtually identical, to the services requested in this RFP. Since 2008, UCM has also been an "Endorsed Affiliate" of the California Special Districts Association (CSDA). UCM and CSDA continue to work together to bring quality utility bill auditing services to many CSDA members. CSDA selected UCM as its exclusive utility bill auditing vendor after athorough search for qualified vendors. 3. References Citv of Yorba Linda (See attached letter of reference.) Project Title and Location: Utility Bill Auditing and SCEE GRC Representation Nature of Responsibilities: Identify refund and savings opportunities on the city's electricity, gas, water and sewer accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $24,000 (to date) Type of seruices included in contract: Electricity, gas, water and sewer Contact: David Christian, Assistant City Manager, PO Box 87014, Yorba Linda, CA 92885, Tel: 7t4l 961-7140 Start and End dates of Project: ll16/2014 - Present Total Savings Identified: $33,000 ATTACHMENT 4 Page 15 of67 13 Citv of South El Monte (See attached letter of reference.) Project Title and Location: Utility Bill Auditing Nature of Responsibilities: Identify refund and savings opportunities on the city's electricity, gas, water and sewer accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $18,000 (to date) Type of services included in contract: Electricity, gas, water and sewer Contact: Joe Nocella, Finance Director, 1415 Santa Anita Avenue, South El Monte, CA 91733, Tel: 6261 579-6540 State and End dates of Project: 511212014 - Present Total Savings ldentified: $25,000 Citv of Lakewood (See attached letter of reference.) Project Title and Location: Utility Bill Auditing Nature of Responsibilities: Identify refund and savings opportunities on the city's electricity and gas accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $145,000 (to date) Type of services included in contract: Electricity and gas Contact: Diane Perkin, Director of Administrative Services, 5050 Clark Avenue, Lakewood, CA 907 12, Tel: 5621 866-977 I Start and End dates of Project: 112912014 - Present Total Savings ldentified: $ I 37,000 Citv of Montclair (See attached letter of reference.) Project Title and Location: Utility Bill Auditing Nature of Responsibilities: Identify refund and savings opportunities on the city's electricity, gas, water and sewer accounts, report refund and savings opportunities, obtain refunds and savings ATTACHMENT 4 Page 16 of67 t4 for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $80,000 (to date) Type of services included in contract: Electricity, gas, water and sewer Contact: Michael Hudson, Public Works Director, 5 I I I Benito Street, Montclair, CA 917 63 , Tel: 909/ 625-9441 Start and End dates of Project: 1211812012 - Present Total Savings ldentified: $7,900 (refunds) and $42,ó00 (future savings) Citv of Mission Vieio (See attached letter of reference.) Project Title and Location: Utility Bill Auditing, SDGE GRC Representation Nature of Responsibilities: Identify refund and savings opportunities on the city's utility accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $41,000 (to date) Type of services included in contract: Electricity, gas, water and sewer Contact: Cheryl Dyas, Director of Administrative Services/City Treasurer,200 Civic Center, Mission Viejo, CA 92691,Te1: 9491 470-3059 Start and End dates of Project: ll5l20l0 - Present Total Savings Identified: $26,500 Citv of Oceanside (See attached letter of reference.) Project Title and Location: Utility Bill Auditing Nature of Responsibilities: Identify,refund and savings opportunities on the city's electricity and gas accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $193,000 (to date) Type of services included in contract: Electricity and gas Contact: Kiel Koger, Maintenance and Operations Manager, 4927 Oceanside Blvd., Oceanside, 15 ATTACHMENT 4 Page 17 of67 CA 92056,Te1: 7 601 435-5089 Start and End dates of Project: 8l2ll20l3 - Present Total Savings Identified: $143,100 Citv of Chula Vista (See attached letter of reference.) Project Title and Location: Utility Bill Auditing Nature of Responsibilities: Identify refund and savings opportunities on the city's electricity, gas and water accounts, report refund and savings opportunities, obtain refunds and savings for city, invoice based on percentage of refund and ongoing savings. Total Amount Paid under Contract: $59,000 (to date) Type of services included in contract: Electricity, gas and water Contact: Tiffany Allen, Treasury Manager, 276 Fourth Avenue, Chula Vista, CA 91910, Tel: 6t9l 69t-5250 Start and End dates of Project: l0lll20l3 - Present Total Savings Identified: $4ó,000 Please see additional Letters of Recommendation attached to this RFP. 4. Legal / Contractual Experience UCM has never failed to complete a utility bill audit. There are no legal or administrative proceedings that are pending or have been concluded adversely again UCM within the last five years. ATTACHMENT 4 Page 18 of67 L6 D. Proposed Fee Structure and Schedules Our Proposed Fee Structure has been provided under separate, sealed cover as a part of this RFP's instructions. ATTACHMENT 4 Page19of67 L7 E. Requested Attachments Please find attached the following documents: 1. Sample Findings Letter 2. Sample Invoice 3. Sample Project Report 4. Letters of Recommendation / References 5. Certificate of lnsurance 6. Sealed Proposed Fee Schedule ATTACHMENT 4 Page 20 of 67 L8 March 9,2016 Bob Smith Revenue Manager City of SoCal 1234I|l4ain Street SoCal, CA 91234 Dear Mr. Smith: Utility Cost Management LLC (UCM) has completed its initial review of the gas and electricity accounts serving the City of SoCal. I am pleased to report that UCM has identified 13 electricity accounts that will benefit through changes to alternative rate programs. If Southern California Edison (SCE) agrees with all of UCM's findings, the City will save $67,000 per year in ongoing electricity costs. In addition, refunds totaling more than $60,000 may be recovered if UCM can show SCE that it violated California Public Utilities Commission (CPUC) regulations in improperly billing several City accounts. A significant portion of the savings and refunds that UCM has identified is attributable to an unusual situation in which SCE appears to be billing the City for an account that serves the County Sheriff s Department. UCM must gather additional information regarding this apparent error before we can conclude that the City is in fact due a refund. This situation is described more fully below, and I will be contacting you for more information. ln this letter, I will describe the methodology used by UCM in performing its analyses, and will explain the basis for various rate changes and refund requests. In each case, the City's right to lower rates is supported by SCE tarifß on file with the CPUC. In some instances, past CPUC decisions further bolster UCM's interpretation of tariff provisions. I would be happy to share this information with you if you are interested in more detailed explanations of any opportunities described below. While UCM is confident in the City's right to the lower rates that we recommend, SCE still could reject some of our requests. ln some cases, SCE may disqualifu accounts after gathering additional information from physical site inspections. ln other cases, SCE and UCM simply might disagree on tariff interpretation issues. If this occurs, we have the option of appealing the ATTACHMENT 4 Page 21 of 67 Bob Smith March 9,2016 Page Two utility's decision to the CPUC. This is a common practice when there are disagreements between a utility provider and a customer. During the period that UCM is working with SCE to implement the desired changes, UCM will handle all dealings with the utility. We will provide you with periodic reports on our progress, but otherwise there will be very little time required from City personnel. No capital outlays are required for any of the billing changes, and there will be no change whatsoever in the seruice received (only the price per unit will change). Also, please note that UCM's analysis of the City's accounts relied on historical billing data from 2004 through2007. If this historical information is not a reliable tool in forecasting future usage, then UCM should be notified. Significant changes in electricity consumption characteristics during the next l2 months could cause UCM to reconsider certain recommendations. Methodolosv In January, the City allowed Chris Wiehl of UCM to make copies of its gas and electricity bills. UCM organized the bills into categories, and the bills were reviewed to ensure that charges \ryere appropriate under applicable regulations. As a result of this initial review, UCM concluded that approximately 35 electricity accounts required additional analysis, and we utilized site visits and detailed SCE billing data to further our investigation. UCM's goal was to consider SCE charges under various available rate options, and to assess whether billing effors had occurred. I have attempted to summarize the results of UCM's fìndings in this letter. Please see the enclosed chart titled "City of SoCal - Summary of Electricity Savings" for a list of the accounts that we hope to conveft. As UCM moves forward with this project and gathers additional information, this chart may be revised and updated. Reservoir SCE account #l-123-1234-12 serves the Reservoir pumps on rate schedule "ABC-1", SCE's mandatory rate for accounts with electricity demand exceeding 200 kilowatts. However, in 28 of the past 30 months, the Reservoir pumps have failed to register demands greater than 200 kilowatts. As a result, this account should not be served on ABC-I, and instead is eligible for SCE rate "ABC-DE-l", which will reduce ongoing charges by about $15,000 per year. In addition, SCE should refund at least $11,000 for past overcharges that have occurred on rate ABC-I. Please note that the above savings amounts are based on the assumption that over 70o/o of the electricity to this account is used for water pumping purposes, which enables the account to ATTACHMENT 4 Page 22 of 67 Bob Smith March 9,2016 Page Three receive service on a water pumping rate. If this is not the case, please let me know, as this may affect UCM's recommendation. Other Water and Sewer Pumping Accounts UCM determined that charges to three other accounts will be reduced if the City takes advantage of SCE rate schedule'oUM-2", which is available only for electricity that powers water or sewer pumps. At 39 Beach Drive, SCE is billing an account using over 10,000 kilowatt-hours of electricity on rate "UM-1", the rate typically used by the utility's smallest pumping customers. Because of the high usage, rateIJM-2 is the more appropriate choice. Based on historical billing data, UCM has calculated that this change will reduce annual costs by $4,200. The City also has two sewer pumps that are currently billed on rate "BS-2", SCE's standard commercial rate. Again, converting service to rate UM-2 will allow the City to enjoy the lower pumping rates. UCM has calculated savings of approximately $2,400 per year for each account. Service to Oranse fv Harbor Patrol SCE account#l-123-1234-29 serves 1000 First Street, the headquarters of the County Sherifls Department. It appears that SCE has inadvertently billed the City for this 7,000 square feet County building. The account may not have drawn any attention from SCE or the City because it is one of 130 separate accounts included in the City's street lishtins summary bill, which totals more than $40,000 per month. SCE charges for the 1000 First Street site alone are typically about $2,000 per month. If UCM is correct and SCE has been billing the City in error, then we will request a refund of past overcharges. Please contact me if you have any information about this location and whether there is any explanation as to why the City would be billed for electricity service there. Electricitv Lightine Accounts -- Parks Five electricity accounts that appear to primarily provide lighting to various City parks should benefit from rate changes. The accounts are listed on the enclosed chart, along with the other changes described in this letter. UCM is hoping to convert all of the accounts from general service rate schedule'oBS-1" to lighting rate"MC-2". Per SCE's tariffs, the MC-2 rate is "Applicable to metered, controlled for dusk to dawn operation of outdoor area lighting for purposes other than street and highway lighting such as. . . sports and recreation areaso'. If the accounts qualify for MC-2, SCE charges for each location will ATTACHMENT 4 Page 23 of 67 Bob Smith March 9,2016 Page Four be reduced by anywhere from 35% to 4I%. The MC-2 rate offers these dramatic discounts because it accounts for the fact that outdoor lighting is used only during night hours, when the price of electricity is lower. Electricitv Service to Street Liehts & Traffic Sienals SCE has special rate schedules reserved specifically for street lighting and traffic signal use. The rates are designated as "OL-3" and "T[.-loo, and they offer substantial discounts compared to general service rates. UCM has identified six City accounts that appear to qualify for the discounts, but are currently billed on general selice rate BS-1. We will request that SCE convert service to OL-3 or TL-I, and when appropriate, refund past overcharges to the City. Street Liehts The vast majority of the City's street light charges are fixed each month based on assumptions regarding the number of lights, their type, wattage, ownership, and hours of operation. With so many different factors affecting the accuracy of SCE's bills, and the fact that the City is billed for thousands of separate lights, it is no wonder that street light billing errors occur. However, before UCM can complete its analysis of street light charges, we need to obtain additional data from City personnel. I will contact you to determine the best way to gather this information. After reviewing the enclosed information, you may have questions on UCM's methodology, our findings, or the implementation process. I would be happy to answer your questions, or to discuss any aspect of UCM's work. Please call me if I can be of service. We are pleased by the savings that will be realized by the City of SoCal as a result of UCM's analysis, and look forward to continuing our efforts on your behalf. Thank you for allowing UCM to work with the City thus far. Sincerely, Michael Kerkorian ATTACHMENT 4 Page 24 of 67 enclosure INVOICE #9999 July 24,2016 XYZ Company 123 Main Street, Suite 1000 San Francisco, CA 91234 PG&E ELECTRICITY SERVICE ACCOUNT #1234567-02-2 BILLING PERIOD FROM JUNE 14 TO JULY I5 ACTUAL ELECTRICITY CHARGES FOR PERIOD (Rate A-4): CHARGES HAD XYZ COMPANY REMAINED ON ELECTRICITY RATE C-2 Usage (342,600 kwh X $0.08915/kwh) Demand (875 kw X $6.70/kw) Customer Charge ($385.00 per month) Energy Tax (342,600 kwh X $0.0002/kwh) TOTAL SAVTNGS FOR PERTOD ($36,858.81 - $32,701.23) AMOUNT DUE Please call(559) 261-9230 with any billing questions. Please make check payable to: Utility Cost Management LLL 1100W. ShawAvenue, Suite 115 Fresno, CA 93711 s32.701.23 $30,542.79 5,862.50 385.00 68.52 _$30-858An $4,157.58 50o/o s2_078_79 ATTACHMENT 4 Page 25 of 67 THANK YOU CI T Y OF SO CA L SU M M A R Y OF EL E C T R I C I T Y SA V I N G S AN D PR O J E C T RE P O R T AD D R E S S Th e Re s e r v o i r Wa t e r Pu m p Se w a g e Pu m p Se w a g e Pu m p Pa r k I Pa r k II Pa r k II I Pa r k IV St r e e t Li g h t Pa r k i n g Lo t Co u n t y De p t . Li b r a r y Sp o r t s Ce n t e r Se w a g e Pu m p Tr a f f i c Si g n a l Li f t St a t i o n Te n n i s Co u r t s Li f t St a t i o n Li f t St a t i o n Pe r i m e t e r Li g h t s Tr a f f i c Si g n a l Li b r a r y ME T E R # SE R V I C E AC C O I . I N T # t- 1 2 3 - 1 2 3 4 - 1 2 t- 1 2 3 - 1 2 3 4 - 1 3 t- 1 2 3 - 1 2 3 4 - 1 4 r- 1 2 3 - 1 2 3 4 - 1 5 t- 1 2 3 - 1 2 3 4 - 1 6 t- 1 2 3 - 1 2 3 4 - 1 7 t- 1 2 3 - t 2 3 4 - 1 8 l- 1 2 3 - 1 2 3 4 - 1 9 t- 1 2 3 - 1 2 3 4 - 2 2 t- 1 2 3 - 1 2 3 4 - 2 3 t- 1 2 3 - 1 2 3 4 - 2 4 1- 1 2 3 - 1 2 3 4 - 2 5 1- r 2 3 - 1 2 3 4 - 2 6 l- 1 2 3 - 1 2 3 4 - 2 7 1- 1 2 3 - 1 2 3 4 - 2 9 1- 1 2 3 - 1 2 3 4 - 3 0 t- t 2 3 - 1 2 3 4 - 3 1 t- 1 2 3 - 1 2 3 4 - 3 2 t- 1 2 3 - 1 2 3 4 - 3 3 t- 1 2 3 - 1 2 3 4 - 3 4 t- 1 2 3 - 1 2 3 4 - 3 5 I- 1 2 3 - 1 2 3 4 - 3 8 CU R R E N T RA T E (A ) AB C . 2 AB C - 2 AB C - 2 AB C - D E I AB C - I AB C - I AB C - I AB C - D E 2 AB C - D E I BS - 2 AB C - D E 2 AB C - D E 2 AB C - D E 2 BS - 2 AB C - D E I AB C - 1 AB C - D E 1 AB C - 1 AB C - 1 AB C - D E I AB C - D E I AB C - I 12 3 4 s 6 - 7 8 9 1 0 1 12 3 4 5 6 - 7 8 9 1 0 2 12 3 4 s 6 - 7 8 9 1 0 3 12 3 4 5 6 - 7 8 9 1 0 4 12 3 4 5 6 - 7 8 9 1 0 5 12 3 4 5 6 - 7 8 9 1 0 6 12 3 4 5 6 - 7 8 9 1 0 7 12 3 4 5 6 - 7 8 9 1 0 8 12 3 4 5 6 - 7 8 9 1 1 1 12 3 4 s 6 - 7 8 9 t 1 2 12 3 4 5 6 - 7 8 9 t t 3 12 3 4 5 6 - 7 8 9 1 1 4 12 3 4 5 6 - 7 8 9 1 1 5 12 3 4 5 6 - 7 8 9 1 1 6 12 3 4 s 6 - 7 8 9 1 1 8 r2 3 4 s 6 - 7 8 9 1 1 9 12 3 4 5 6 - 7 8 9 1 2 0 r2 3 4 5 6 - 7 8 9 t 2 1 12 3 4 5 6 - 7 8 9 1 2 2 12 3 4 5 6 - 7 8 9 1 2 3 r2 3 4 5 6 - 7 8 9 1 2 4 12 3 4 s 6 - 7 8 9 1 2 7 ES T . AN N U A L SA V I N G S (B ) $2 7 , 0 0 0 12 , 0 0 0 0 0 1, 6 0 0 20 0 0 4, 0 0 0 70 0 3, 0 0 0 3, 0 0 0 1, 9 0 0 3, 0 0 0 2. 1 0 0 0 1, 0 0 0 0 30 0 20 0 I, 3 0 0 1, 0 0 0 20 0 NE W RA T E PO - 2 PO - 2 PO - 2 PO - 2 PO - 2 PO - 2 PO - 2 TO U - D A - 2 B TO U - D A - 2 B AB C - I AB C - I AB C - I AB C - D E 1 AB C - I UM . 3 UM - 3 TI M - 3 UM - 3 TJ M - 3 TI M . 3 UM - 3 TC - 1 ST A T U S PE N D I N G AP P R O V E D EF F 214/16 WI L L RE S O L V E WITH SCE DE N I E D AP P R O V E D EF F 1114/16 PE N D I N G DE N I E D AP P R O V E D EF F 2/4116 AP P R O V E D EF F 2/4/16 PE N D I N G AP P R O V E D EF F 116116 AP P R O V E D EF F 1/IO/I6 AP P R O V E D EF F 519116 AP P R O V E D EF F 2/4/16 WI L L RE S O L V E WITH SCE AP P R O V E D EF F 1114116 DE N I E D AP P R O V E D EF F 1114116 AP P R O V E D EF F II/4/16 AP P R O V E D EF F 1114116 AP P R O V E D EF F 1114/16 AP P R O V E D EF F 214/16 ATTACHMENT 4 Page 26 of 67 TO T A L $6 2 , 5 0 0 I I ,AM[S c. LEOFORD, JR. hla¡or STTVTN D. HOFIìAUER l,ln¡or l'ro'Ièur MIKE DISPINZA Coundl¡nenúcr ROXANA MARTINgZ Cou¡tallnaubsr FRf DERICK ÏHOMPSON Contctltncmht)' 38300 Sierra Hig,hway Palmdale, CA 93550-4798 Tel; 661/267-s100 lzx: 66L1267-5122 lDD: 661126?-5t{:7 Åuxllìary olds proùlal lor rotilnu u ir.il lío n accessil, il í t I I I I ToWhom lt May Concem: We have had the pleasure to work with Utlllty Cost Management (UCM) on our streetlights aqqutsition project. Although they are cunently stlll working on the project with us and ¡t is really difficult to say what the results wlll be, UCM has 6een an lntegral part of the process. Their thorough understandlng of the lssues, of understandlng what the City's priorities are, and their scrutiny over not only items that we have identlfled as conoerns, but also ltems that they know we would be concerned with, have truly helped us throughout thls project, We deflnltely would recommend them to any other entfty wlth slmilar neêds. lf you have any questlons about our work with UCM or our streetllghts acqulsltlon project, please don't hesitate to contact Beniamin Lucha, Senior Management Ânalyst, at 661/267-5308 or blucha@cityöfoalindaþ.çrq. PALMDALE a place to call home' ì{lay 2,2Q16 RE: Recommendatlon for Utlllty Cost Management I Mike Mischel Director of Publlc \A/orks www cityolPolmdøle,org ATTACHMENT 4 Page 27 of 67 ttgo,, 72 hoilts ilo!.itxt !,n.1 rcqnesl, City Manager's Office March 24,2016 Chris Wiehl Util¡ty Cost Management LLC 1100 W, Shaw Ave., Suite 126 Fresno, CA 93'7ll RE: Lotter of Reoomrnendation for Utility Cost Managempnt LLÇ To Whom ltMay Concem: I am pleased to offer this letler of recommendation to Utility Cost Management LLC (UCM). Iî2074, the City retained UCM to assist in exploring the possibility of purchasiug over 4,000 street lights from Southern California Edison (SCE). Therc were many complex issues to resesrch and consider. UCM advised tho CÌty during this process and has been a valuable pafiner throughout. Also in 20l4,the City decided to hire UCM again, this time to review the electrioity oharges on its SCE accounts, in an effort to see if we could reduce these expenses. UCM's review ended up identifuing cost-saving opportunities that will lower the City's annual SCE expenditures by more than $50,000, and they are still working on getting more. These results have been achieved without any capital outlays, and with only minimal time frorn City staff. UCM's services have been markedly hassle-füo, they provided regular updates on progress in dealing with SCE, and they have provided clear oxplanations of the measures being taken on the City's behalf. UCM made the review procedure easy. We provided UCM with a copy of a cun'ent SCE bill and they did the rest. UCM gathered all the billing history and other data it lleeded ûom SCE directly. UCM has provided a valuable service tliat will benefït the City of Tularo for many yeam to come. Sincerelg Don Dorman City Manager City of Tulate 4ll EastKemAvenue . T\rlaro, California93}74 ' 559.684.4200 ' Fax559.3ó6-1701 ATTACHMENT 4 Page 28 of 67 CITY OF YDFIEIA LINE]A p,ft, Box 87014 cALtFoBNTA gegB6-87{4 March 23,2016 RIX: Utility Cost Managoment LtC (UCM) To rffhom ItMay Concern: The City of Yorba Linda hircd UCM in early 2Ol4 to analyze its utility expenditures, Within 60 days, UCM had identified numerous billing errors and overchatges, and reported its findings to the city. Unfortunately, Southern California Edison disagreed with most of UCM's findings, and refused to gmnt the rate reductions. UCM romained confident that the changes were appropriate under SCE's tariffs, and asked the city for pennission to work tlxough the CaliforniaPublic Utilities Commission to cornpel SCE to make the desired changes. UCM intervened in SCE's "General Rate Case" on behalf of the city, and after several months of testimony, hearings, and negotiations, the CPUC approved all of the rate changes, We expect that over the comìng decacle and beyond, these changes will save the city hundreds of thousands of dollars. Even better, these results'wete achíeved with no investment of capital or city staff time. UCM olearly has a thorough understanding of the utility regulatory process, making it possible for customers to challenge utility compåny policies that are unfair or inconect, The fiïm's servlces have been easy to use and effective for the City of Yorba Linda,'and I am pleased to recommend UCM to other organìzations. Sincerel¡ ¡/*;t(J*tu David Christian Assistant City Manager ßTRTHPLACF ôr: ¡:ilól{AFÞ NIXON . 37r',¡ PREBIDENT oF ]'l-lE UNITE9 UAT*fncnMENT 4 Page 29 of 67 March 8,2016 Chris Wiehl Utility Cost Management LLC 1100 W. Shaw Ave., Suite 126 Fresno, CA 93711 RE: Letter of RecommendatÍon forUtitity Cost ManagementLLC To Whom ltMay Concern: I am pleased to offer this letter of recommendation for Utility Cost Managernent, LLC (UCM). The City of Soledad hircd UCM in October of 2014 to revíew the elecbic charges on our Pacific Gas & Blectric (PG&E) accounts in an effort to determine if we could reduce electric utilþ expenses as the City does not have adequate in-house resources to analyze the variety of available PG&E industrial and commercial electric plans, schedules, tariffs and options available for each ofour electric services UCMos review and analysis of Soledad's 83 PG&E electic services and associated types of accounts, times of use, rates, schedules, tariffs, etc., ended up identifring cosl-saving opportunities that will lower the City's annual PG&E expenditures by an estimated $30,000/year by selecting rate plans that better fit several of Soledad's metered uses. The Cþ also received a refirnd of $11,126 on one account that was unknowingly setup incouectly for many years. These results have been achieved without any capital outlays and with only minimal time ûorn City staff. UCM's services have been markedly hassle-free; they provided regular updates on progress in dealing with PG&E and they have provided clear explanations of the measures recommended to be taken on the City's behalf. UCM made the review procedure easy; the City provided UCM with a copy of our current PG&E bills and they did the rest. UCM gathered all the billing history and other data they need€d from PG&E directly. UCM has provided a valuable service that will benefit the Cþ of Soledad for many yeæs to come. Sincereþ, Donald Wilcox, P.E, Public Works Director 248 Main Street, p.O. Box 156, Soledad, CA 93960 " Phone (881) 228-6000 o Fax: (831) 678-3965 ATTACHMENT 4 Page 30 of 67 CTTV ClF ISCDIJTH EL .UITÐNTE 1416 N. SANTA ANITA AVENUE SOUTH EL MONTE, CALIFOHNIA 91733 (626).579-6540 - FAX (626) 679j2107 May74,20LS To Whom lt May Concern: I am pleased to provlde thls letter of recommendation for Utillty Cost Management LLC (UCM). ln August of 2014, the C¡ty of South El Monte hlred UCM to review its utlllty bllls for errors or opportun¡ties to reduce costs. UCM's review ended up ldentlfying cost-saving opportunltles expected to lower the Cltfs annual utílity expenditures by more than $25,900. Nelther UCM's work nor lmplementatlon of savings rneasures haç dlsrupted or altered the City's operatlons or procedures in any way. The entire process requlred very llttle time from Clty Staff. UCM handles all dealings with the utlllty provlders, whlle the Clty benefits ftom the changes that willyield savlngs for years to corne. I would not hesltate to recommend UCM to other cltles or public agencies seeklng to lower utlllty expendltures. Nocella Flnance Director h.ârrl rlirftinr ctilrlllI ATTAN ÀrEt\lT / Page 31 of67 crïYoF CHUIAUSTA Finance Department ,êtpril22,20L5 To Whom ItMay Concernl The City of Chula Vista has a long history of implementing measures to protnote sustainability and to reduce utitity costs. In fact, the Cþ has been recognized by SDG&E as an "Energy Champion", and has reoeivedthe Clirnate Leadership Awarcl from the U.S. Environmental Protection Agency' Despite these successes, in 2Aß theCþ of Chula Vista retained UCM to ensurc that utility oharges *"rà b"ing rninimized, We did not expeot UCM to uncoyer significant savings because the City works closely with it* utility pr.oviders to reduce costs, but UCM's no-risk proposition seemed like a worthwhile oheck on these effotts. To our surprisg UCM discovered that the City was being ovorcharged by more than $40,000 per year. The firm's in-depth analysis uncovered billing disorepanoies that had bson undetectecl for many y""r*, and within four monthsn they corrccted the prcblems. Throughout tho process, UCM was very easy to work with and clearly communicated and documented its nesults, The cþ of chula Vista has had an excellent experienco working with ucM. Sincerely, a/Jr,"- TiffanyAllen Treasury & Business Manager 276Fourth Avenue, Chulavtub, CA 91910 | www.chulaviefaca.gov | (619) 691ı250 | fax (619) 585'5685 ATTACHMENT 4 Page 32 of 67 PAJARO V,LLLEY WATER MANAGEMENT ÅGENCY 36 BRENN,4N STbEET'WÅTSONVILLß, CÅ 95076 (SiI) 722-9292' FAx: (E3I)722-3139 August25,2014 ¡g¡ Letter of Recommendation fot Utility CostM¡¡nage[ent L['C To Whom It MaY Concern: The pajärc Valþ Wator Management Agency is located in tho greater coastal Pajmo Valþ'- ns purpose i, ioËfn"irntty and eoonorãica[y ñanage existing and-supplemental water supplies for its customers. tnlll3,the Distriot hired utility cost Management (tlÇvt).to r.e¡iewtho oloctticity charges on íts pacific Gas & Electric u.rourrtr, UCM dlssov"trà thut tht district had been overoharged on its rurgest account. ucM worked with pG&E to claÍify the operations on this account and get it btll"¡"; the proper; lower rate. This was not an easy task' UCM spenJ coutlll hours with PG&E disoussing tft" fu"t* of our operations and howit correctly applied to PG&B's oum t¿riff and regulations for the lower rate. within a few montl¡s, ucM succeecled in geuing the District arefund of over $300$00 ûom pçag. Beoause of this change, the District has reduced its olecnicity costs by $90,000 psr year' Uðn¿;r knowledge of pG&Eîs own tariffs and rates, along with.experience þ3pnlving them to this account is the reason the District was successfuL in lowering its electricity bills. ucM made the review procedure easy, I provided ucM with a copy of a .oürrent lG^&E bill and irr"v ¿i¿ the rest. ucli¿- g trtárJ ari tnó bilting history and oþr data it ncedetl from PG&E direotly. Throughout the whole pfocôss, UCM kãpt *" íoform.d.of its progress with PG&E, and p*ìi¿ä¿ rfrur ãnd accurat€ dooumentâtion on the refund and savings for this account' Based on the Distriot,s experience, I would reeommend ucM to any other sp"ctal dishict or publio agenoy. Sincerely, IÇ¡,* ¿t/r#cfl2r.4 Jesus Martinez Ssnior Water Systems OPorator Pojaro Valley ATTACHMENT 4 Page 33 of 67 oç Jcff ìl'md lrlrl.lftrlvr s Itnlt tluz¡n (luntúl ltlmúcr Slcrc Crofl (\un¡¡íl llcnlter DlnIr Dltllnls Cott¡ill llcnhc¡ Q¿roon$tÞ Ibi!4 itog*¡ ùlaSor August I l,2014 Michael Kerkorian Ut¡llty Cost Managenrönt I;LC 6475 N. Palm Avenue, Suite 105 Fresro, CA 93704 Rg: .Rêferqnç.e l-,etter for [,ltility Cost Manage¡n.ent LLC Dear Michasl: I'm pleased to offer ihis rcferenos lelter to Utility Cost Management. Bqdause of UCM's work, tn just the past tlure l¡opths the City of Lakewood has reduced electricþ costs by over $24,000, and going forward we expect lhe city's annual savings to exceed $100,0q0. Thçse results have been achleved without capital outlays, and with only rninimal time from oity staffi. UCM's servic€s have been markedly hassle-fi'ee, and have provìded a concretet quâhtiliâbte, and signifrcant b€nefÏt to the city. Since UCM was rotained by the cþ iri:Januari., your fltnn has Biovided rcgulat updårcit on progress itr dealing with SCE, and häs proVided clear expianations of the. meäsure5 being taken on the oity's behalf. UCM also has provided detailed calculations on the city's achral savings, giving me confidence in the benefits of the changes to our electricity bills lhat UCM matle. I look fofward to UCM's ongolng çfforts tq reducs fhe eity's c.psls þveo futthet Sincçrcly, Diane Perkin Director of AilmlnlstratiVe Sewices 5050 cl¡¡t Avcrrur., Lrkcrvootl, CA g0? l2 r (.562) 866.9771 . lhx (562) 8(r6.0.1QJ . 111v¡rv.lqkcroodcity.org . Ëmnil: sc'rvicc l(¡llnkc|oodcil¡otg ATTACHMENT 4 Page 34 of 67 EITY ETF fSETANE¡If)E PUBLIC WORKS DEPARTM ENT June 5,2014 To Whom lt May Conoern: Last year a repreeenfatlve froin Utlllty Cost Manágêdrtint contacted me wlth an offer to anal¡ze the City of Oceanelde's gas and electrlclty expendltures at no cost. lf UCM couh generate savlngs for lhe clty, thelr fee was a percentage of the clty's savlngs. lf not, thelr service was free. At first, I was skeptical that UGM's analysis would be worthwhlle. However, aftér checklng rEferÞnces and seelng the regults that the firm had achieved for dozens of other clties, I deolded to give UCM a shot. Withln 6 months, UCM had lmplemented cþanges that are saving the clty more than $140,000 per year. ln mairy cases, the redrictions åie so draniatic that they are easlly ldentlfiable, but nonethelbss I have appreciated that UGM has provlded detalled oalqulatlons quantifulng the actualsavings. These rosults have been achleved with no capltal investment, and wlth vlrtually no tlme from city staff. UCM has provlded a valuable sorv¡oe that wlll bonefit the City of Oceanslde for many years lo come. Slncerely, .Z'¿#%,7.-*' KlelKoger Malntenance & Operatlons'Manager Clty of Oceanslde 4927 OCEANSTDE BLVD. . OCEANSTDE, CA 92056-3044 . TELEPHONE (760) 435-4500 ' FAX (760) s45-2080 ATTACHMENT 4 Page 35 of 67 MONTCLAIR May 27,2014 Mr. MichaelKerkorian Utility Cost Management LLC 6475 N. Palm Avenue, Suite 105 Fresno, CA 93704 Dear Michael: Now that UCM has implemented most of the savings oppodunities that were discovered through your review, I wanted to commend UCM on its work. Some of the reasons that I have appreciated your efforts include: r UCM delivered on its promise that this project would require virtually no time from City personnel. o After SCE initially denied the requests for lower rates, UCM persevered over several months and eventually got the requests approved, . The results have been exceltent. The City received credits of more than $40,000, and ongoing savings of more than $30,000 per year. ln the coming years, the Gity's savings will total hundreds of thousands of dollars, all without capital outlays of any kind. UCM's invoices clearly detail the savings achieved, making it easy for the City to verify the benefits from this project. o The City of Montclair has been very pleased with UGM's work, and is confident in recomrnending UCM's services. Sincerely, hp MichaelHudson Public Works Director CITY OF MONTCLAIR M. Eaton Pao Councll 626-8571 FAX 621-168451f I Benlto P, O. Box cA 917ô3 ATTACHMENT 4 Page 36 of 67 , . .¡oAlD Ot DtrÊcloli$ dEnYrt.orsoil.pd,Þ ÇHAStEVwtsoN cltÀßtcst.Gt0soN SAUNDß ¡,J^co0:i JUsllN MccUtKtR o^Nrf( f,, fcqoNs GÊI&¡¡{L MÁ¡I,€ER Santa Mongo wíto Woúen Dístnicú fanuary 22,20L4 Utility Cost Management LLC 6475 N. Palm Avenue, Sulle 105 Fresno, CA 93704 To Whom If May Concqrnf The Santa Margaríta Water District is a large electricity and gas custonrer that works closeþ wlth its energy suppliers. Nevertheless, in 2013 we hlt ed Utility Cost Management to anályze energy usage and expendltures, and to onsure that the dlstrict wâs minimlzing its costs. To our surprise, UCM discovered thatthe district was belng overcharged by øll tl¡ree of its main energy provlders. Wlthln a few months, UCM had completed changes to our utility sefvlce thât alreadyare savlng more than $125,000 per year, We are evaluating addltion¿l ûpportunttles with UCM that may result in signlffcant additlonal savings, These oubtancllng results aie evidence of UCM's in-depth understanding of utlllty fegulStions, and its experience in applying these regulatlons to its cìierrts'benefit The fìrm also has been easy to worl< wlth, has always been ready tq etplaln or clarify any issues, and has kept me lnformed of their progress throughout the process. The distrlct's experlence wlth UCM makes me confìdent in recommending the firm to other large customers and publlc agencies. Sincerely,.&(^; Operatlons Manager Santa Margarita Water Dlstrlct I 26I t I Antonio Parlcwey, Rrncho Santa Mrrgarita, CA 92688 . Mailing - P,O. Box 7005, Misiion Vieio' CA 92690-7005 lVelr¡ lyrrlt{SMl¡VD,celx Customer Servicc (9a9) a59-6a20 ¡ Ad¡¡ri¡ristr¡tion (9{9) 459-6507 | Opcrrrions (949) a59'655I ATTACHMENT 4 Page 37 of 67 ClrY of I¿cuw¿ Ntcrrsr CITY COUNCTL 3011 1 Crowu Valley Parlnvay ' Laguna Ni g'uel, Celifor nia 9267 7 Phone/949.3 62, 4300 F¿ly.l 9 49'362' 4340 January 22,ZOI4 Michael Kerkorian Utility Cost Management LLC 6475 N. Palm Avenue, Suite L05 Fresno, CA 93704 Re: Recornmendation of UCM's Services Dear Michael The City of Laguna Niguel has been very pleased with UCM's work to reduce the city's utility costs. your firm has been able to uncover and implement significant cost-reduction opportunities without requiring involvement from city staff, and without up-front costs. Electricity refunds and savings of more than $50,000 already have been obtained, and we expect ongoing annual savifiBs of more than $L50,o00 to accrue for many yeârs to come. I have been impressecl with UCM's ability to work with SDG&E and Southern California Edi.son to get the desired changes approved, despite the utilities' initial rejection of your requests. For most of 2013, UCM worked through each utility objection, until fínally, late in the year, the changes were approved. lt is clear that UCM's experience, knowledgq and perseverance were essential in gettingthe rate reduct¡ons approved' l'nr pleased to recommend UCM's servîces, and look forward to continue working with yctu. Regards, Stephen Erlandson Director of Finance Laurie Davies Linda Lindholn Jerry McCloskey Robert Ming Jerry Slusiewicz ATTACHMENT 4 Page 38 of 67 November !9,2013 Let me state this as simply as possible. I am always wary when someone tells me they can save me money. I am strong believer in the old saying "if it sounds to good to be true then it probably is," This is not the case with Utilities Cost Management After talking to them for a little over a year ashîng every question I could think of. Then trying to ñgure out what their game was I went to my Supervisor and said we should give these guys a shot at our utilities cost. We signed an agreement with UCM at the end of fune ZOLe by the end of August they had 9 rate changes approved by one of our utility suppliers that would save us approximately $51,000.00 peryear. 0n our October statementthe City had credits of over $6000.00 from their September payments that went out before the utility compâny made the changes on our account, The October charges were down over $4000.00 from the previous year. Itrere was a $10,000,00 black and white savings in the first two months. This was all done with no out of pocket cost to the City of Twentynine Palms. If UCM found nothing they would be paid nothing. UCM has a lot of belief in their knowledge to offer this kind of a program. Now I have a lot of belief f n their knowledge and would nothesitate to recommend UCM to any publìc entitywith numerous utility accounts. By the Public Utilities Commission own rule the customer must inform the utility company of any lower rates, tariffs or fees that are available to them, UCM is a professional in this field and they dont waste your time. It is eíther there or it isn't. I am only disappointed that it took us so long to believe that sornething that sounds to good to be true could rmlþ be True, LarryBowden Recreation Superintendent City of Twentynine Palms Former Twentynine Palms Council Member 7994'1998 Former Twentynine Palms Mayor L997 -L998 ATTACHMENT 4 Page 39 of 67 City of Mission Viejo Rho¡da Renrdon Ma¡'e, Trish Kelley Møyor ProTenr Dnve Leckness Council Menùer Cathy Schllcht Cotutcil Menbet Ftank Ury Council Menber Administrative S ervices Department October 23,2013 MichaelKeftorian Utility Cost Management LLC 6475 N. Palm Avenue, Suite 105 Fresno, CA 93704 Sincerely, Director of Administrative Seruices City of Mission Viejo 2O0 Civic Center ¡ Mission Viejo, California9269l h ttp ://www.cityqfmissionviejq.'org $ To Whom lt May Concern: The C1y of Mission Viejo began working witlr Utility Cost Management in early 2010'. UCM analyzed the clfys Sóear and SCe'Uills, identifying irore than twenty separate accounts lhat were being overcharged. lnitially, the citt's utilily providers rejected some of the rate reductions that UCM requested. But UCM pÀrsãúäreO, próved its tinOings were conect, and eventually nearly all of the reductions were approved. ioday, fne'öity of Mission Vie.¡o is saving more than $25,000 per year as a resull of UCM's work. obtaiiring Ûresé savings has required virtually no lime from city slaff, gver the past two years, UCM has continued to work with the city on potential opportunities to further reduco ut1ity costs.' The city is in the process of evaluating another UCM proposal that may generate signilicant additional savings. During the time I have worked wilh UCM, I have been impressed with the quality of the firm's work, ils knowlädge of utility and regulatory issues, and its commitment to providing excellent service. I enthusia-stically recommend UbM to óther cities that are looking for ways to manage utility costs. 949-470-30se FAX 949-581-3528 ATTACHMENT 4 Page 40 of 67 City of Chino Hills G*^þ{a, ..n*a¿^1-- November L4,20tz Greg Normaft Ut¡lity Cost Management, l-LC 501 Santa Monlca Bôulevard' Sulte 610 Santa Monica, CA 90401 Dear Greg: It is my pieasure to reiommend tlte serutces of Utih.ty Coqt Manêgement (UçM)' The Clty of Chtno Hllls enteted¡ntg an agreeniþntwlth UCM ln Noveit¡ber 2009 to perfonn a utiiity audft ln an effort to reduce utlllty corts tÒ the Clty. At the ct¡ncluslon of thê audlt, UCM was abte to ldenüt 20 Southern Californla Edison acçounts that the Oty could beneflt thrqugh changee t9'plfernã$ve ratè pTogrcims enabling the City to saVe nþre thAn $77,000 per lear in ongolng eleÇtr¡city cosb' UCM staffwas pic¡fessloiral at aü times. They worked diligently through the processand requlred llttle time demands.on Clty staff. Based on the clty's pO$itlve eitpêrience i,vhllê worklng wlttr UCM, I would npt hesltäte to recommend them to any agency deshlng, a rlsk-freg hassle- free way of rêduclng thelr utllity msts. Slncerely, Penny L. Angel Acllng Flnance Dlrectoi' ccj Judy R. tancaÈter, Flnance Dtrectôr /ddk clttrt cowtall: ,qït Bennett 'Ed M, Gt.?/hom ììl'c' t'Elll ¡lfniler G:'lf/eùn'ß' Nofton'Per'¡y Pete''J' Rogers reooocrry c€nrerrirlvs chlno llllts, cAe176e . (eQe) 36446.00I FAX(eoe) uu.'r.rhïilltðljiü.ËtÑito Page 41 of 67 THE METROPOLTÍAN WATER D'STRICT OT SOUTHfRfV CALIFORN IA August 2,20t1 To 'Whom It May Concern: RE: l&tter of Recommendation for Utility Cost Management LIrÇ The Metropolitan Water District of Southern California is a consortium of 26 cities and water distrtcts that provides drinking water to neady 19 million people in parts of Los Angeles, Orange, San biego, Riverside, Sên Bernardino, and Ventura counties. Metropolitan cun'ently delivãrs an average of 1.7 billion gallons of water per day to a 5,200-square-mile seryice atea. In early 2010, Metropolitan retained Utility Cost Management LLC (uCM) to review its electriðity expenditures, UCM analyzed more than 200 separate accounts and provided a written summary ttrai detaileA opportunities for savings. Within a few months, cost-saving changes to 40 of the accounts wereìmplemented, and as a result Metopolitan has reduced its electricity costs by about $80,000 per year. UCM has made the entire process easy. There were no up-front costs and little involvement from Metopolitan saf. ÙCtvt came to our offices and gathered all necessary billing information, performed site visits, andhandled all contacts with utility company rcprcsentatives. Throughout th" pro."*r, UCM ke,pt me informed of its plogress, and plovided clear and thornugh documentation of the s¿yings actually realized on our accounts. .i Based on Meh.opolitan's experience, I would not hesitate to recornmend UCM to others. Sincerely, , CPA Chief Financial Officer, Interim 700 N. Alemeda Slreet, Los Angeles, Califomia 90012 . Mailing Address: Box 541 53, Los Angeles, Gallfornla 90054-0153 ' Telephone (213) 217'6000 ATTACHMENT 4 Page 42 of 67 CITY OF CLAREMONT Community Seruices Department Dlrector r (S0S) gS9-5432 Trees. (g0g) 999-5401 Malntenance r (909) 399-5431 Solfd Waste ' (909) 399-543'l Oak Park Cometery. (909) 3S9-5487 ATTACHMENT 4 Page 43 of 67 1616 Monte Vista Avenue Clarcmont, CA 91 71 1-2913 FAX (909) 445-7822 www.ci.claremont.ca. us June 9,2010 Ghris Wlehl Utility Gost Mänagémeni LLC 6475 N. Palm Avenue, Suito 105 Fresno, CA 93704 Dear Ghrls, I am writing thls letter to corflpliment Utility Cost Management LLC (UCM) for the outstanding work they performed for the City of Claremont. During the past year, UCM has worked oh analyzíng the utility bills for the City and provide recommendations on how to recapture and reduce our utifity costs. Through their efforts, the Gity has realized sþnificant cost reductions in lts Southern California Edison (SCE) bills, These results were achieved with no up-front cobts and llttle involvement from City personnel. UCM has displayed a trigh degree of professionalism and tact in dealing with SÇE on our behalf. UCM has bee¡ thorough, conqciqntious, and roliable in performing lts work. Based on our experience, I wotild not hesltate to recommend UCM to others. Sincerely, Stacey Niemeyer Management Analyst iY-F¡-'.-,,, i,,:W,'t ¡¡ t: C1TY OF FOIJNTAIN VALLEY l0?0üSL.{TElì ;\VENlJli ' FOI.jNTA¡N V.{l-1.È'v, (:^ ì2708'4736'(?14) -t9'l"t'lÙ0,FAX: l7l'll 'tel-449ô i|d;ay25,20L0 RE: Letter of Recomqendation for Utility CosJ Manaqement LLC To Whom It May Concetn: Utility Cost Management LLC (UCM) has provided a valuable service to the City of Fountain Valley. In 2009, the City retained UCM to anaþe its electricity and gas bills, loolcing for ways to reduce cost. As a result the City has reduced its Southern California Edison (SCE) bills by more $60,000 per year. The City expects to continue to realize theso savings for many years to come. UCM's entire process ïvas hassle-free and involved very little time from City personnel. They handleð all contacts with SCE representatives and provided clear, detailed documentation of the actual savings rcalizedby the City. I would recommend UCM to anyone looking for a risk-free way to reduce their utility costs. Sincerely Vil,,,-- Sherri Finance Director ATTACHMENT 4 Page 44 of 67 May 20,2010 Chris Wiehl Utility Cost Management LLC 6475 N. Palm Avenue, Suite 105 Frrcsno, CA 93704 DearMr, Wiehl: Urility Cost Management LLC (UCM) was retained by the City in 2009 to analyze its utility bitls. As a ¡esult of UCM's work, the City's Southetn California Edison (SCE) bills have been rcduce by more thær $100,000 per year, and these savings will continue for many years to come. I amplease to provide this letter of recommendation for UCM. Thess results were aohieved without any up-fi'ont costs or time frorn my staff' UCM maneuvered through the maze of tariffs and regulations that City accounts were billed under and ídentifi.ed incorrect charges. The process was easy and efficienl The UCM staffwas professional, effective and worked quickly & diligently. Thank you again for heþing the City reduce its utility oosts. Sincerel¡ Dunn Director of Finance CITY OF UPLAND Page 45 of 67 Robb Quinccy ffi Pleasant Valley Recreation & Park District 1605 E. Burnley St, Camarillo, CA 93010 Phone: (805) 482-1996 FAX: (80s) 482'3468 BOArp oEI)IRECIOBS BOBKBLI,EY ELÁINBLM¡\GllBR PÀÎTYHAMM MARKù{ALI,OY FAUL E. ROCKSNSTBIÌ.I GENERALMANAGEB DAI'¡LABRADO ATTACHMENT 4 Page 46 of 67 March 9,2009 Michael Kerkorian Utility Cost Management LLG 6475 N. Palm Avenue, Suite 105 Fresno, CA 93704 Mark Carlson Financial Supervisor To Whom lt May Concern: pleasant Valley Recreation & Park District operates 27 parks in the Camarillo area located in Véntura County California. The District first retained Utility Cost Management LLC in 2004, and since that time UCM has provided. a.variety of seruicés that have helped to reduce utility expenditures, ln fact, the District already has saved $69,270.10 as a direct result of UCM's work, and we expect that arnount to increase sígnificantly in the years ahead. Recently, UCM represented the District in a proceeding before the California Public Utilities -Commission. UCM succeeded in changing a Southern Galifornia Edison regulation that was resulting in unfairly high electricity chargqi at three _of the Diıtrict's parks. On a going forward basis, this change alone will save the District about $40,000 per year. UCM has been easy to work with, professional, and knowledgeable in its dealings with the District. I håve worked with-UCM for more than four years, and am pleased with the firrn's peÉormance. I llke the stipulafion that if UCM does not achieve any savings, there is no cost to the District, I am confident recommending UCM to other organizations. Sincerely, Wùrffi@8,{ October 20, 2008 Michael Kerkorian Utility Cost Management LLC 6475 N. Palm Avenue, Suite 105 Fresno, CA 93704 Dear Michael: ln 2006, as a Senior Management Analyst for the City of Redondo Beach, I was involved in retaining UCM to analyze the city's utility costs. UCM's performance was excellent, and the cíty realized signifícant cost reductions. As a result of my prior experience with UCM, I contacted the firm when I moved to my new position with the City of El Segundo, Once again, city officials enthusiastically endorsed UCM's risk-free offer to ldentifrT and implement cost-saving measures. And once again, UCM has delivered outstanding results that will reduce utility expenditures for many years to come. These results were achieved with no capital outlays or demands on city staff time, Ðuring the two projects that I have worked on with UCM, I have found the firm to be effective, professionaland persistent. UCM personnelare always available to answer questions from city personnel, and frequently update me on the status of their efforts. Based on my experience, lwholeheaÉedly recommend UCM to other entities looking for a fast, proven, hassle-free way to cut utility expenses. n ATTACHMENT 4 Page 47 of 67 Sinceref Senior inistrative Analyst July 1,2008 To: California Special Districts Association Members Flom: Neil McCormicþ Executive Direotor Dear CSDA Member: As pæt of CSDA's cornmihnent to ptoviding a wide variety of benefits to its members, we shive to find companies and services that can help special districts to reduce costs and operate more efficiently. Through our "Endorsed Affiliate" ptogram, CSDA seeks to identit quality firms and negotiaûe prefered member pricing. Last year., CSDA looked at the high utitity costs in Califomia, especially for electricity, and sought proposals from firms that could heþ special disüicts to reduce these costs. As a result of outlnqüitiês, there was one fïrm that clearly stood out as the best shoice for California's special districts: Utility Cost Management LLC (UCM). Since 1991, UCM has been focused on anaþing utility bills for California customers in order to identifr billing erïors, recovðr reftrnds, and reduoe ongoing sosts. The firm has obtained more than $40 million in refunds for its clients, and has implemented rate changes that have saved at least $50 million mote. UCM's client list is diverse and includes many of the state's largest customers, including more than 150 public entities. CSDA has been impressed with UCM's lengthy track resord of success, its commitment to customer service, an¿ the consistent and enthusiastic praise that it reccived ftom former clients. We repeatedly heard that the firm's services were easy to use, produced excellent results, and required no capital outlays. CSDA also liked that UCM is paid on a contingency-fee basis. Any compensation paid to UCM is a percentage of the refunds or savings that it generates. We feel that this anangoment ensures that-UCM's iervices offer a risk-û'ee opportunity to t'educe utility expenditures. In addition, because of the relationship between CSDA and UCM, CSDA members rrceive a 16% discount compared to UCM's normal fees. I encourage you to oontact Chris Wietrl of UCM at (559) 261-9237 to inquire as ûo how this outstanding service can help your distict. Neil McCormick Executive Director An Àlllmcc com¡nhrcd ro scrvlng Grllfornldo lndepcndcnt epcclnl dlsrdctr' t I l1 I $^{¡. Sr! )il¡, si¡.r.trrx,t,', I :,\'¡:lil.i t¡ll tìtr. $l':.9?.lr15ll\ ìJlr'Jl t.Jl).?fl;' r1.,. , I ù.-14.',:lì!t1' EÞæl¡l Dhrtql ru¡k ìf.Mgs¡st Ànùorit lllllSrrL(t,src¡U sIr Lu¡ùrìrtr, (i\ rrìlil,t trtll litl: $tli.).1Í.:'r'ìil rrl: r.llti..r:ll.ll4l lî,llli;;l -ArrAC HIRdE'l$i1,'4 Page 48 of 67 Clf forla S¡cclnl Dl¡trlcu rì¡¡oclrtlon CSDÄ Flnscc Ctpomtlon ¡ll)ls|r.(r,lrrtlrtlr lrr ¡rr'rrr. t- \ ¡J-Jll I ¡,f l-ir( ( : l¡:l-')¿ 1.(.Sl),\ r¡1. I lí¡ -l'll ?l¡lii CITY OF NDUTPORT BEACH ADMINISTRAÎTVÞ SERVICES Revenue Division June 21, 2006 Mchael Kerkorian Utility Cost Management LLC 726W; BarstowAvenue, Suite 108 Fresno, CA 93704 Dear Michael: I'arn writing to commend Utility Cost Management LLC for its work on behalf of the City of Neuport Beach. Even though the City works closely with its utility providers to minimize costs, in January 2005 we retained UCM with the hope that ttre firm could generate additional savings. UCMns review included the analysis of gas and electricity expenditure$ for more than 160 facilities within the City. Within two months, UCM reported on opportunities to reduce significantly the City's electricþ costs. During subsequent weeks and months, UCM worked with Southem California Edison (SCE) personnel to implement the savings opportunitiesn and kept rne informed throughout the process. The changes that UCM made are saving the City of Neuport Beach about $90,000 per yearn and the City also received refunds from SCE totaling $96,379. The City will continue to benefit from UCMos efforts for many years úo come, and I appreciate that these outstanding results were achieved with no capital outlays of any kind. This work was accomplished with virtually no demand on City staff and rather than harming the City's relationsliip with its utility providers, I suspecl that UClvl's work has helpecl to foster improved cooperation and rcsponsiveness. Based on my experience, I enthusiastically recommend UCM to other oities and public entities. Revenue Manager 3300 Newport Boulevard ,Post Offlce Box 1768 'Newport Beach, Callfornta 92658-89f 5 Telephone: (949) 644-s141 'Fax: t94e) 644-3o73'www.city.newportffihLryR¡f ruf ¿ Page 49 of 67 CITY Of COSTA IIfiES^N CAL|FORNlAS2s2&1200 P.o. Box 1200 FROÍU THE OFFrcE OFTHE IXRËCTOR OF FT,¡ANCE--CITYTREÀS1.RER November 22,2005 Michael Kerkorian Utility Cost Management LLC 726W. Barstow Avenue, Suite 108 Fresno, CA 93704 Dear Mr. Kerkorian The City of Costa Mesa hired Utility Cost Management in 2004 to analyze electricíty service and reduce costs. Today, less than one year-after UCM's recommendations were implemented, the City has realized more than $40,000 in savings as a direct result of your work. We expect these savings to continue for many years into the future. UCM exhibited professionalism, tact and persistence in dealing with Southern California Edison to bring about the desired changes to the City's service. Even though the City has worked closely with utility company representatives in the past, UCM identified many cost-saving measures that had never been considered. The City of Costa Mesa's experience with UCM has been positive, and I do not hesitate to recommend UCM to others. Very truly yours, Ø/ø, /r Colleen O'Donoghue, CPA Assistant Finance Director ATTACHMENT 4 pHoNE: (714)764-5243 . FAX (714)764'50¡m . TÐD: (714)754-5241 , wì'vv.d.costå-m".4*Page 50 of 67 Inglewood Californta OFF]CE OF THE CIry ADMINI$TRATOR Mork E Weinberg CITY ADMINISTRATOR September 19, 2003 Michael Kerkorian Utility Cost Management LLC 726W. Barstow Avenue, Suite 108 Fresno, CA 93704 Dear Mr. Kerkorian: Utility Cost Management was retained in mid-2001 to analyze tne qtltity co9!s for more than 250 City of lñgbwood service accounts. Since that time, the City's utility expenditureé have been reduced by more than $270,000 as a direct result of billing chänges and special rate discounts that your firm has implemented. These savings have been achieved simply through lower utility company charges - no changes whatsoever to City facilities or operations were required. The City of lnglewood expects to reap these benefits for many years into the future. Your firm has exhibited skill, knowledge and expertise in the utility regulations, which has resulted in these outstanding benefits for the City. The City's experience with Utility tost Management has been entirely positive, and we lor:k fomvard io working with you in the future as new utility savings oppottunities are identified. rg City Administrator @ @t"'t?a,)rz¿o e030 1 /(3 1 0) 4 ì 2-530 1 / Fqx (3 I 0) 41 2-q48F FF(SfillvfEg{ltPq$d.orsOne Monchester Blvd./P, O. Box ó500/lng lewood,Collfornlq Page 51 of67 Nl ORENO \/AI,I,EY Public lVorla Departnent Special Dislricts Adminislration I 4 I 77 Frederick Street P.O. Box 88005 Morono Valley, CA 92552-0805 Tclephonu (909) 413-3480 FAx: (909) 413-3498 April3,2003 To Whom It May Concern: Urilit) Cosi ivranagernent was hired in ûctober,2001, to anaiyze approximately2S0 Southetn California Edison accounts that serve the City of Moreno Valley. The firm discovered that 18 City accounts .'ü/ere eligible for rate changes that, in some case.s, reduced SCE charges by more than 50%. By earþ 2002, UCM had worked with SCE representatives to complete the recommended changes for all 18 accounts. As a result, in the past year elechicity charges have been reduced by more than $ 1 1 5,000, and I expect these savings to continue for many years into the futui'e. When the time oame for UCM to invoico the City for its share of the savings, I found the film's invoices to be clear, detaited and acculate. trr shorÇ UCM made the entire prosess simple and hassle-free - and the City was able to significantþ reduce elechicity expenditures without spending time or money on the project' Based on UCM's work for the City of Moreno Valley, I am confïdent in recommending the firm to others. s F. Breitla'euz Special Districts Manager ATTACHMENT 4 Page 52 of 67 C¿ FUTURE UNLIMITED January 10,2002 Michael Kerkorian Utility Cost Management LLC 1875 Otympic Blvd., Suite 208 Walnut Creek, CA 94596 Dear Mr. Kerkorian: I am pleased to offer this Letter of Recommendation to Utility Cost Management LLC. UCMhelpedthe Cþ of Downey lower itsutility expenditures without capital outlays or out-of-poıket expenditures of any kind. Our savings are approximateþ $80,000 per year. Furthermore, the fact that UCM's fee$ were calculated as a percentage of the City's savings elimínated any risk associated withtheir services. I am also pleased that UCM completed its work without involvement ûom City personnel. UCM fuffïlled its promise to handle all aspects of the utility analysis. For all of *," above teasons, I recommenil UCM to other oustomers seeking a risk-ûee way to reduce utility costs. Sincerely, ,/-^ /-*'l Lee Powell, Assistant City Managet DOWNEY, CALIFOFNIA 00241 -7016 ATTACHMENT 4 Page 53 of 67 1 11 1 1 BROOK8HIRE AVENUÉ POST OFFICE BOX 7016 CTTY OF ORANGE CITY MANAGER PHONE: (7141744-2222. FAX (714) 744-ı147 January 10,2002 Michael Kerkorian Utility Cost Management LLC 1875 Olympic Boulevard, Suite 208 Walnut Creeþ CA 94596 RE: UCM lættbr of Recommendatio4 To liVhom It May Concern: ln August 2000, UCM was retained to analyze nearly 600 gas and electricity accounts serving the CitV of Orange. UCM identified bilting erïols and inappropriate rates affecting 21 of the &ccounts, and irnplemented the necessary changes. As a resutt, the City's utility costs have been reduced by more than $300,000 per year, and these savings will continue to aocrue for many years to come. UCM has made the entire proces$ hassle-free for the City. The firm gathered all necessary infonnation, performed site visits, and handled all contacts with utility company representatives. UCM prouid"d clear and thorough documentation of the savings achr,ally realized by the Cþ' whenwer we had questions, ucM promptly and diligently responded UCM,s work has generated substantial savings and refunds, and also has given the City confidence that utility charges are being minimized in tight of applicable rates atrd regulations. Sincerely, fui¿-Å,alÅ fuehart lnternal Audit Manager A ^nHf\rtrNtT 4 ORANGE CIVIC CENTEF t 3OO E. CHAPMAN AVE.a onANPãs854t?bz Ij i .1. '1. ':t :i . rt;i : :.ri i:i ..i '.1ì ,':, ',i I ': t I':i ;1.i; .r liir Jerry ll. Van Le6uwcn, Dhector GDBG Admlnlstrallon Dlvislon Í160) 03S4871, FA,\ t/60) 7:ì0-7041 Soptember 19,20A0 Utility Co st Management 1875 Olympis Suite zo8.Walnut Creek, CA94596 To Whom It May Conoern: Utility Cost Management \ryas hired in December 1997 to conduct ereview of gas and electricity bills. Their efforts discovered billing offors affeoting 18 City aocounts. The corrections resulted in a refilnd of $37, 300 that the City received in Iuly 1998. Additionally, the City has fealized ongoing savings of $8,000 per year. The approach used by Utility Cost Management presents no nskto the City. The shared savings natufo ofthe contmct requires no financial partioipation by the City atthe onset. In faot, if UCM had been unsuccessful in finding savings, the City would have had no expense. The amount of stafftime invssted was minimal, consisting primarily in providing a listing of utility accounts. I recommend UCM for utility auditing seryices. crw or ESCONDIDO 2OI TIORTH BBOADWAY ESCoNDID0, GA 02025 '':.:i ,l ,,. ,r;jÌ .;j:: .:::..il .,'j. .: i.i .i. ¡. 'l 'ìì ,,,i t',,.l l:i . .t :., i i.,ii:..] i,;.,i . i i ;.:! ''¡ irj i : j ..; t'l :l.:i . ,i:i ,,i.'1 ,i':t i-ì':.i . r: ï1 '.i . r'i . l .:! :'ì :,'i i'i .1 ¡:1: -l': ,'i'i rl ':i r:i;.i .j ': I i.ir .".l J;i :..i I .::i ...1.:t .:i :,: jlr,t rli: :I,t i :[ ,ii,'l i:i .::i "j:¡:.ì ','i ;..1 i','i.l : .Ì'\ i : it ,':) Lorl Holt Pfeller, Mayor Kelth E Beler, Mayor Pro Tem JerrylGuÍnan June Rady MarleWaldron ATTACHMENT 4 Page 55 of 67 Pd¡¡ed q ¡6ydad P.Pct cÀrtfonilrÂ D IPARlitEllf 0l Mental H ealth Patton State Hospital Plant Operntione/Contrecte 3102 F;as¡ Hishland Àvenue, Patton, CA y2369 Qag> 42n-7879/Fax (9û9) 42Ã-7064 B,Msil Add¡eeer WOffll@dmûp¡h.state.ca,rre June 15, 1999 ïo Whom lt May Goncern: REFERENCE: LETTER OF REGOMMENDATION Ðuring the past year¡ Utility Cost Mânagernent has anafyzed utillty charges for the Departmont of Mental Health-Patton State Hospital. UCM wae selected by the hospital as part of a statewide progrúm to review utílíty bills for public agencies. UGM was abls to identify rn error on the electricity account resulting in a $152,000 refund to the hospital from the utillty company. UCM took care of evefy step ¡n the procèss, with very fittle of rny time being spettt. They were professional, responsive and effective ln dealing wíth the utility company and ln ruprosenting the hospital, UCfü was prompt in keeping me updated on the proceedings as ffiey occunod, and were wiflíng to.explain each eitt¡atÍon to my satisfactlon, I would recommend UÇM's services to otlrer state agencíes or privab companies. $incerely, h5 Winston Offill Chief of Plant Operations lll Patton $tate Hospital ATTACHMENT 4 Page 56 of 67 STATE COMPENSATION INSURA.NCE FLJND IN BEPLY BEFER TO: July 23, 1998 LETIER OF RËCOMMENDATION To Whom lt May Concern In 1997, Utility Cost Management reviewed the utility charges at 18 commercial office buildings owned by State Compensatíon lnsurance Fund throughout California. The results of UGM's work have been outstanding. To date, State Fund has realized utility refunds exceeding $170,000, and has reduced ongoing costs by approximately $95,000 per year, UCM is still working on securing another refund that could be worth $50,000 more. State Fund has been very pleased with UCM's performanie. The firm has been professional, responsive, and dilligent in dealing with utili$ companies as well as State Fund personnel. Even though 18 properties were reviewed simultaneously, the project was simple for State Fund because UCM took care of everything, right up to ensuring that we received refund checks timely, The process was completely hassle-free. Based on State Fund's experience with UCM, I am confident in recommending their services to others. Jim Real PropeÉy Manager - State Compensation lnsurance Fund 1275 Market Street. San Franclsco, OA 94 103-1410 Mailing Address: P.O. Box 420807'San Francisco, CA 94142{807 @ ATTACHMENT 4 Page 57 of 67 T]NTVBRSITY OF CAUNORNIA, BERKELEY BERKELEY . DAVIS r TRVINß . I.{Xi ANGELES . RMRSIDB ' SAN ÐIEGO ' SANFRANCISCO SANTA DARBARá, . SÁNT,\ CRUZ HOUSING AND DINING SERVTCES 24OI BOWDITCHSTREET DERKELEÍ CAL¡F Op¡-¡d, A 9 4? 20 -X¿7 2 November 72,1996 Christopher Jue Utility Cost Management 2185 Union Steet SanFrancisco, CA 94123 Dear Cftnistopher: Dur.ing the past year, Utilþ Cost Management has worfted on aualyzing the utilities costs for UC Berkeley Housing & Dining Services' facilities. While UCM's work with UC is ongoing, I have been extremely pleased with the performance of your firm to date. Your grnup has already secured a $41,000 refund for electricity overcharges to one of our properties. An additional refund of more than $200,000 is cun'ently beíng adjudicated with the PUC based on an improper gas and elecfric rate change made by PG&E in 1990. Finally, UCM's work on reducing water and sewer oosts may benefit the University for years to come. I have been impressed by how indepth and thorough UCM's analysis has been, especially since the rcview has been performed with very little involvement û'om UC personnel. Throughout the process, your effectiveness in communicating with me and members of other departments has allowed UC to make informed decisions on how the review should proceed; I would not hesitate to recommend UCM's ser.¡ices to others interested in obtaining refunds on their utility charges, I look forward to continuing our work together in the coming months. Sincerelyw Robert R. Jacobs Director Housing Facilities Operations and Services ATTACHMENT 4 Page 58 of 67 Peralta Community College District 333 East 8th Street Oakland, C¡lifornia 94606 610) 466:72W Director of Business SeivÍces October 25,1996 Lstter ofRecommendation; case ofUtility Cost Management To\ühom It May Concern: During I';ne of 1995, this Distríct contracted withUtility Cost Management to perform a energy audit for the purpose of determining conservation and cost reoovery. I was iinpressed with the professionalism that Mr. Michael Kerkorian displayed during the audit Ife phoned frequentl¡,, provided written repofts and was always clear and positive inhis communications. It rvas evident from tbe beginning of the project to the conclusion that he had tho interest ofPeralta Cornmunity Colicge District in mind, Mr. Kerkorian'n conrpany is recommended with out reservation to any concern that is seeking aggrcssive and capabie evaluation of their utility costs. Willi¿n: Director WRS:wrs Merritt collese ATTAGIdMEÍ$I a Page 59 of 67 College of Alameda Laney College EXCELLENCE IN EDUCATION October 25,1996 Par¡l.Kerkorian Utility Cost Management 2185 Union Street SanFrancisco, CA 94L23 RE: Recommendation To Whom ltMay Concern: The Rîncon Valley Union School District has employed UCM for the past two years to review our utility bills and initiate recomrnendations accordingly UCM has been timeþ and thorough in all of their investigations. At one site we have already realized savings ftom water overcharges. Further, vr'e are pursuing another situation to recover both water/sewer overcharges from the Cþ of Santa Rosa. UCM has been forthright and responsihle in alt dealings with not onty theRincon Valley Union School District but likewise the City of Santa Rosa. It is without reservation f reoommend the employment and services ofUtility Cost Management. Sinoerely, Business Officinl School Distriot 1000 YULUPA AVENUE o SANTA ROSA, c.ALlFoRNl A 954a5 o 007) 542-7375 F¡X (707) 542'9802 ATTACHMENT 4 Page 60 of 67 CONTRA COSTA COMMUNITY COLLEGE DISTRICT covemlng Boård Eugene H, Ross, Froeldent Wllliam M. Core¡ Moe P¡esidenl John T. Nojedly, Secrelary Davld N. MaoDlamld Wðlia¡n P.líoses ChNncello¡ Charlaa C. Épenoe Conlra Cosla ColÞge Dlablo \ålley Collose Lor Modanoo College July 15,1996 LETTER OF RECOMMENDATTON To Whorn it May Concetn¡ Utility Cost Management (UCM) was retained by out District to provide oversight ând recommendations related to recâp[ure end teduction of costs aftributable to our weste warttr utility costs. During the past twelve to fifteen months the Disricr has teceived dfuect benefit from the services of UCM in the forrr of $104,000 in refunds for capital imptovement costs improperþ levied against tÍe District, es $/ell as sþificanc reducdon in waste wâter utiliry fees at one of ow colleges. Additional benefit has been through related sevings and refunds for domestic wîtet utiliry costs associated with waste water agency billings. UCM has exhibited a hþh degee ofprofessionalism ând tact as a re?resentâ.tive on our behal{ completes work in a timely and reqponsive manner ând cornmunicates effectiveþ with us as a valued Õ¡stomer without a sþificant impact to our own stâff dme. I am pleased to recommend UCM to othets and would welcome inquiries * 5IA,Z29-I000, ext,270. Regards, Thomas A. Beckett Disttict Director of Facilities and Planning (510) 229-1000 FAX (510) 370-6517 ATTACHMENT 4 Page 61 of67 TABrph 500 Court Street, Martlnez, Callfornla 94553 UNIVERSTTY OF CALIFORMA HASTINGS COLLEGE OF THE LAW January 22,1996 Mr. Michael Kerkorian Utility Cost Management (UCM) 2185 Union Street SaúFrancisco, CA 94123 Dear h¡f¡. Kerkorian Last .Aiugust, the University of California Hastings College of the Law retained your füm for the purposes of reviewing and analyzing the College's utility expenses. Since th¿t timg we have been extremely pleased with UCM's performance and the results that have been achieved. UCM has effeoted major changes in the way utility companies bill the College. This has been accomplished without Hastings having to be part of the negotiations, For a minimal investment of the College's timg significant gains have occurred. Your flrnr's professionalism and effeotiveness in bringing about the changes has helped make our entire experience withUCM a positive one. The College is anticipating tens of thousanCs of dollars in annual savings on electricity, gas, 'water, and sewer c<ists because of UCM's work. Of coursg the $167,000 refund recently paid to the College for abilling error that had gone undetected since 1982 was particularly impressive. We look forward to additional benefìts to Hastings as UCMs work continues in the coming months. DAVID N. SBWARD Chlel Ffnanclal Olflcer N':t^*L David Seward ChiefFinancial Officer 2tÐ McALUSTER STREET ¡ SAN FRANCISCO, CALIFORN[A9AtÙZ49ZI Internet: eewardd@uchaetinge.edu r (¿1s) 5óerlã0 o FAX (415) 5óS4SnTTACHMENT 4 Page 62 of 67 DS:t¡n UTILI.2 OP lD: VR--.ACORD'9' COVERAGES CERTIFICATE OF LIABILITY INSURANCE CERTIFICATE NUMBER:REVISION NUMBER: DATE (MM/DD/YYYY) 09/30/2016 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: lf the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. lf SUBROGATION lS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer r¡ghts to the certificate holder in lieu of such endorsement(s), PRODUCER Der Manouel lns & Fin Svcs lnc Der Manouel lnsurance Group P.O. Box 28906 Fresno, CA 93729-8906 House Account Racht 559-447-4600 559-447-4586 INSURERf SI AFFORDING COVERAGE NAIC f rNsuRERA, Emplovers Gompensation Ins Co.11512 INSURED Utility Gost Management LLC 1100 W. Shaw Avenue, Suite 126 Fresno, CA 93711 rNsuRER B, Allied lnsurance 42579 rNsuRER c , Philadelphia lnsurance Go r8058 INSURER D : INSURER E : INSURER F : THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE AUUt ÐUÞ¡ÞOLICY NIIMBER tsULIUY ÈFI LIMITS B x COMMERCIAL GENERAL LIABILITY CLAIMS.MADE X OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: X "o.'"" f-'l lË.of f l ,-o. X x ACP7802036862 12t13t2015 1211312016 EACH OCCURRENCE $1,000,00( u P $300,00( MED EXP (Any one person)$5,00( PERSONAL & ADV INJURY $1,000,00( GENERAL AGGREGATE $2,000,00( PRODUCÏS - COMP/OP AGG $2,000,00( Emp Ben.$1.000.00( B AUTOMOBILE LIABILITY ANY AUTO ALLOWNED AUTOS HIRED AUTOS SCHEDULED AUTOS NON-OWNEDxAUTOS ACP7802036862 12t13t2015 12t1312016 COMtsINEIJ SINGLE LIMI I $I,000,00( BODILY INJURY (Per person)$ BODILY INJURY (Pêr acc¡dent)$ $ $ UMBRELLA LIAB EXCESS LIAB OCCUR CTAIMS.MADE EACH OCCURRÊNCE $ AGGREGATE $ nFn RFTFNTI'}N S $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILIW ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICEF|]MEMBER EXCLUDED?tr(Mandatory ¡n lf yes, descr¡benFscetPTtôN NH) under N/A x FN032700212 02t04t2016 02t0412017 x HtsK STÂTI ITF UIH-FR E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE r,000,000$ E.L. DISEASE - POLICY LIMIT $1,000,000 c Prof Liability PHSDI 1 35793 0512312016 05123120't7 Limit Ded 1,000,000 25,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORO 101, Addltlonal Remarks Schedule, may be attached lf more space ls requ¡red) Additional insured:Gity of San Juan Capistrano,its officials,officers, emDlovees,aqents and volunteers Endoréeménis attached : P86003 041 1,P80497 07 07,PB,607 2 07 1 1,WC04 0306 SHOULD ANY OF THE ABOVE DESCRIBED POLIGIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENIATIVEY6ri4Pn*,t* City of San Juan Capistrano Attn: Steve May Public Works & Utilities Dept 32400 Paseo Adelanto San Juan Capistrano, CA 92675 SANJU.3 @ 1988-2014 ACORD CORPORATION. All rights reserved. The ACORD name and logoare registered marks of ACORD ATTACHMENT 4 Page 63 of 67 ACORD 25 (2014t011 Policy No.: 4CP7802036862 The following is added to Section ll. WHO lS AN INSURED: The municipality ancUor public agency designated in the Schedule of this endorsement is also an insured, but only with respect to liabiliÇ for "bodily injury", "property damage" or "personal and advertising injury" caused ,in whole or in part, by your acts or omissions or the aots or omissions of those aoting on your behalf in connection with your operations, other than the rendering of or the failure to render BUSINESSOVìINERS PB60o804fi professional services, advice of instruction, su bject to the following additional exclusion: This insurance, including any duty we have to defend "suits", does not apply to "bodily injury", "propcrty damagc" or "pcrsonaI and advcrtieing injur/'that arises out of, in whole or in part, or is a result of, in whole or in part, the active or primary negligence of the municipality ancUor public agency designated in the Schedule of this endorsement, whether or not such negligence has been assumed W you in a contract or agreement. Page I of I ATTACHMENT 4 Page 64 of 67 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - MUNICIPALITIES OR PUBLIC AGENCY - INSURED PROVIDING PROFESSIONAL SERVICES This endorsement modifies insurance provided under the following: PRTMIhR TUSINTSSOWNbRS LIABILI I Y COVbRAGL I-ORM All terms and conditions of thls pollcy apply unless modlfied by this endorsement. SCI{EDULE Municipality and/or Public Agency: City of San Juan Capistrano PB60ß04t1 BUSINESSOWNERS PB 60 7207 11 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMENDMENT TO OTHER INSURANCE CLAUSE FOR ADDITIONAL INSUREDS - PRIMARY AND NON- CONTRIBUTORY WHEN REQUIRED IN A WRITTEN AGREEMENT OR CONTRACT WITH YOU This endorsement modifies insurance provided under the following: PRE M I ER BUSI NESSOWNERS COM MON POLICY CONDITIONS Only with respect to any adcJitional insrrreci, in the COMMON POI ICY CONlllTIONS, form PB 00 O9, uncler condition H. OTHER INSURANCE, paragraph 2.a. is replaced by the following: H, OTHER INSURANCE 2. Under any liability coverage provided by this poliey, a. lf for injury or loss we cover, there is other valid and collectible insurance available to any additional insured under another policy, our obligations are limited as follows: (1 ) lseued by another insurer, or if there is self insurance or similar riek retention that applies to a loss covered by this policy, then this insurance provided by us shall be excess over such other insurance, unless you have agreed in a written contract or written agreement signed prior to the loss that this insurance shall be primary: (a) Then this insurance is primary. lf other insurance is also primary, we will share with all that other insurance as described in d. below; and (b) The coverage atforded by this insurance is non-contributory with the additional insured's own insurance. Paragraphs (a) and (b) do not apply to other insurance to which the additional insured has been added as an additional insured to any other person or organization's policy.; or (2) lssued by us or any of our affiliate companies, that applies to a loss covered by this policy, then only the highest applicable Limit of lnsurance shall apply to such loss. This condition does not apply to any policy issued by us that is designed to provide Excess or Umbrella liability insurance. All terms and conditions of this policy apply unless modified by this endorsement. lncludes copyrighted material of lnsurance Services Office, lnc., with ¡ts permission-Page I of I ATTACHMENT 4 Page 65 of 67 PB 60 7207 11 Policy No: 4CP7802036862 BUSINESSOWNERS PB 04 97 ü7 07 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: PREM I ER BUS INESSOIVNERS COM MON POLICY CONDITIONS SCI{EDULE Name Of Person Or Organization: City of San Juan Capistrano ln condition K. TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US, under paragraph 2. Applicable to Businessowners Liability Coverage, the following paragraph is added: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products-completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above. All terms and conditions of this policy apply unless modified bythis endorsement. lncludes copyrighted material of lnsurance Services Office, lnc., with its permission. @ ISO Properties, 1nc.,2004 Page I of I ATTACHMENT 4 Page 66 of 67 PB 04 97 07 07 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY wc 04 03 06 (Ed.4-84) WAIVER OF OUB RIGHT TO RECOVER FROM OTfIERS ENDORSEMENT.CALIFORN¡A We have the right to rocov€r our payments from anyone liable for an injury covered by this policy. Wa will not ênforce our right against the person or organization named in the Schedule. (This âgreement aÞÞlies only to the extent that you perform work under a written cônilsct that requires Vou to obtain this agreement from us,) You rnust maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2o/o of the California workErs' compensation premium otherwise due on such remuneration. Schedule Porsqn or Organization Job Description ANY PERSON OR ORGANIZATION FOR WHOM THE NAMED INSURED HAS AGREED BY WFITTEN CONTR,ACT TO FUBNISH THIS WAIVER. This policy is subject to a minimum charga of $250 lor the iseuancc of waivcrs of subrogation This endoreement changes rhe policy to which iÎ ¡s åttached and ¡s effective on the date ¡ssued unless olñerwige slıted, lThe inlorm¡tion bolow ie required only whon thi¡ ondo¡semont is i¡¡ued subrequent to prop.rrt¡on of thc pollcy,l This endorsement, effective 0210412016 at 12:O1 AM standard time, forms a part of Policy No. FN O327oo2 12 Of the EMPLOYERS PREFERRED lNS. CO. Carrier Code 00920 lssued to UTILITY COST MANAGEMENT LLC Endorsement No. Premium ç4,711 4 p¿r Countersigned at wc 04 03 06 (Ed. +84) By: Aurhorized Fcprerentrdw ù 'l 998 by the workers' compensation Insurance Ratang Bureau ot Galifornia. All ¡tAffiF ô(eH M E NT 4 Page 67 ol 67 on