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HomeMy WebLinkAboutC13-002 Office of Resource EfficiencyAGREEMENT BETWEEN EAGLE COUI’JTY
AND
THE OFFICE OF RESOURCE EFFICIENCY N GUNNISON COUNTY
This Agreement (“Agreement”)dated as of this 1-day of ]jJtxi%V ,2013,is between
the County of Eagle,State of Colorado,a body corporate and politic,by and through its Board of
County Commissioners (“County”),and the Office of Resource Efficiency,a Colorado nonprofit
corporation,with a principal mailing address of 202 East Georgia,Gunnison,Colorado,$1230
(“ORE”or “Contractor”).
WHEREAS,the United States Department of Energy (“DOE”)has partnered with Eagle
County as the lead fiduciary agent to create the Energy Smart Program (the “Program”)for the
benefit of Eagle,Pitkin and Gunnison counties with the objective to improve the energy
efficiency of 10%,or 4100 homes in Eagle,Pitkin,and Gunnison counties by 20%,utilizing
energy audits,resource centers,innovative financing options,workforce training,and
comprehensive results calculations;and
WHEREAS,pursuant to the grant agreement,County is to manage and administer the
Program within the three counties and distribute a portion of those grant funds to Gunnison
County and for the benefit of Gunnison County residents;and
WHEREAS,on March 24,2010,Guimison County entered into an agreement with ORE
to manage and administer the Program within Gunnison County for the benefit of Gunnison
County residents;and
WHEREAS,on January 11,2011,Eagle County and ORE entered into an agreement
whereby ORE would receive a portion of the grant funds for the purpose of providing an Energy
Resource Center (“Center”)in Gunnison County so as to promote the Program and to provide a
simple and convenient resource to assist the public in implementing energy efficiency and
renewable energy improvements to existing buildings;and
WHEREAS,County and ORE intend by this Agreement to continue working together
under the grant agreement to implement the Program in Gunnison County and to set forth the
scope of the responsibilities of ORE in connection with the grant award and related terms and
conditions to govern the relationship between ORE and County in connection with said award.
AGREEMENT
NOW THEREFORE,based upon the representations by ORE set forth in the foregoing
recitals,for good and valuable consideration,including the promises set forth herein,the parties
agree to the following:
1.Scope of Services:
1.1 The term “Work”as used herein shall mean the tasks,services and activities ORE
is required to perform to fulfill its obligations under this Agreement,particularly set forth in the
attached Exhibit “A”labeled Scope of Services (hereinafter called the “Work”)incorporated
herein by reference.The Work is generally described as providing a comprehensive,on-demand
Energy Resource Center that will provide technical support to Program constituents on
residential building energy issues.ORE will help owners take advantage of energy audit
incentives and available rebates,connect them with qualified contractors,provide feedback on
potential improvements,provide available financing information and follow up evaluations.
1.2 Any revision,amendment or modification of this Agreement shall be valid only if
in writing and signed by all parties.Except as may be expressly altered by the amendment,all
terms and conditions of this Agreement shall control.To the extent the terms and conditions of
this Agreement may conflict with Exhibit “A”or any future exhibits or amendments,the terms
and conditions of this Agreement shall control.
1.3 ORE agrees that ORE will not knowingly enter into any arrangement with third
parties that will conflict in any manner with this Agreement.
1.4 ORE has given the County a proposal for performing the Work and represented
that it has the expertise and personnel necessary to properly and timely perform the Work.
2.Effective Date and Term of Agreement:
2.1 This Agreement shall not be effective or enforceable until it is approved and
signed by both parties (hereinafter called “Effective Date”).
2.2 The parties agree that the Term of this Agreement shall be from the Effective
Date through August 31,2013,unless earlier terminated or extended in accordance with the
terms of this Agreement.County shall not be liable to compensate ORE for any Work
performed prior to the Effective Date or after the termination of this Agreement.
2.3 This Agreement may be terminated by either party for any reason with 15 days
written notice,with or without cause,and without penalty.In the event ORE files for bankruptcy
or is declared bankrupt or dissolves,County may declare in writing that this Agreement is
terminated,and all rights of ORE and obligations of County,except payment of accrued but
unpaid fees as set forth in Section 2.4 hereof shall terminate immediately.
2.4 In the event of any termination of this Agreement,ORE shall be compensated
only for accepted performance up to the date of termination,however,before any final payment
will be made,ORE shall forthwith return any and all unexpended funds,unused products and
materials,Program records,documents and reports,entirely or partially completed,whether in
electronic form or otherwise to County,together with any other data or materials supplied by
County.
3.Independent Contractor:
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3.1 With respect to the Work hereunder,ORE acknowledges that it is receiving grant
money as a subgrantee for the purpose of providing Services to Guimison County residents.
Nothing in this Agreement shall be deemed to make ORE or any of its agents,employees or
officers an agent or employee of County.
3.2 ORE shall not have the authority to,and will not make any commitments or enter
into any agreement with any party on behalf of County without the written consent of the Board
of County Commissioners.
3.3 ORE and its employees are not entitled to workers’compensation benefits
through the County.ORE is solely responsible for necessary and adequate workers’
compensation insurance and shall be responsible for withholding and paying all federal and state
taxes.ORE and its employees are not entitled to unemployment insurance benefits unless
unemployment compensation coverage is provided by an entity other than the County.ORE
hereby acknowledges full and complete liability for and timely payment of all local,state and
federal taxes imposed including,without limitation,tax on self-employment income,
unemployment taxes and income taxes.
4.Payment Terms:
4.1 ORE shall employ staff,and procure goods and services necessary to complete
the Work.Such employment and procurement shall be accomplished using the grant funds
and/or ORE’s resources and shall not increase the maximum amount payable hereunder by the
County.
4.2 The maximum amount payable to ORE by County under this Agreement is
$165,965 based on the budget set forth in Exhibit A.Payment will be made for services
performed during the previous month on a monthly basis,as determined appropriate by County
from available associated DOE grant funds,upon invoice in the form and manner approved by
County as more fully set forth in Exhibit A.Such invoices shall be submitted monthly by ORE
and shall accompany the quarterly update reports,when such reports are due.Invoices must
clearly demonstrate that the Work described herein is being or has been accomplished.County
shall fully pay each invoice within 45 days of receipt thereof if the amount invoiced represents
acceptable performance by ORE,however,payment will be delayed if quarterly reports are not
submitted in a timely maimer.
4.3 If County is not satisfied with the completeness of a submitted invoice,County
may request Contractor to either revise the invoice or provide additional information before
payment will be made.
All invoices must be emailed to the following address to ensure proper payment:
tchellwealecount.us.
4.4 If,prior to payment of compensation or reimbursement for services but after
submission to County of a request therefore by ORE,County reasonably determines that
payment as requested would be improper because the Work was not performed as prescribed by
the provisions of this Agreement,County shall have no obligation to make such payment.If,at
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any time after or during the Term or after termination of this Agreement as hereinafter provided
or expiration of this Agreement,County reasonably determines that any payment theretofore
paid by County to ORE was improper because the Work was not performed as prescribed by the
provisions of this Agreement,then upon written notice of such determination and request for
reimbursement from County,ORE shall forthwith return such payment to County.Upon
termination of this Agreement as provided herein or expiration of the term,any unexpended
funds advanced by County to ORE shall forthwith be returned to County.
4.5 Notwithstanding anything to the contrary contained in this Agreement,no charges
shall be made to the County nor shall any payment be made to ORE in excess of the amount for
any work done in respect of any period after December 31st of the calendar year of the Term of
this Agreement,without the written approval in accordance with a budget adopted by the Board
of County Commissioners in compliance with the provisions of Article 25,Title 30 of the
Colorado Revised Statutes,the Local Government Budget Law (C.R.S.§29-1-101 et seq.)and
the TABOR Amendment(Colorado Constitution,Article X,Sec.20).
5.Reporting and Notification
5.1 The quarterly reports required to be produced by ORE shall be in accordance with
the procedures of and in such form as prescribed by the County.
5.2 ORE shall submit a final report to County upon expiration or sooner termination
of this Agreement,containing an evaluation and review of ORE’s performance and the final
status of ORE’s obligations hereunder.In addition,ORE shall comply with all reporting and
meeting requirements,including quarterly meetings and reports updating ORE’s progress on the
Work described herein.
5.3 Within 10 days after being served with any pleading in a legal action filed with a
court or administrative agency,related to this grant or which may affect ORE’s ability to perform
its obligations hereunder,ORE shall notify County of such action and deliver copies of such
pleadings to the County’s principal representative for receiving notice as identified herein.If
County’s principal representative is not then serving,such notice and copies shall be delivered to
the Eagle County Manager at 500 Broadway,P.O.Box $50,Eagle,CO,$1631.
5.4 Copies of any and all subcontracts entered into by ORE to perform its obligations
hereunder shall be submitted to the County or its principal representative upon request by the
County.Any and all subcontracts entered into by ORE related to its performance hereunder shall
comply with all applicable federal and state laws and shall provide that such subcontracts be
governed by the laws of the State of Colorado.
6.Indemnification:
Within the limits allowed by law,ORE shall indemnify County for,and hold and defend
the County and its officials,boards,officers,principals and employees harmless from all costs,
claims and expenses,including reasonable attorney’s fees,arising from claims of any nature
whatsoever made by any person in connection with the negligent acts or omissions of,or
presentations by ORE.This indemnification shall not apply to claims by third parties against the
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County to the extent that the County is liable to such third party for such claim without regard to
the involvement of ORE.
7.ORE’s Professional Level of Care and Additional Duties:
7.1 In rendering its services hereunder,ORE shall comply with the highest standards
of customer service to the public.ORE shall provide appropriate supervision of its employees to
ensure the maintenance of these high standards of customer service and professionalism,the
performance of such obligation to be determined at the sole discretion of County.In the event
that County finds these standards of customer service are not being met by ORE,County may
terminate this Agreement,in whole or in part,upon ten (10)days notice to ORE.
7.2 All funds received by ORE under this Agreement shall be or have been expended
solely for the purpose for which granted,and any funds not so expended,including funds lost or
diverted for other purposes,shall be returned to County.ORE shall provide the County with
progress reports as more specifically set forth in the attached Exhibit “A”.
7.3 ORE shall make,keep,maintain and allow inspection and monitoring by the
County of a complete file for all records,documents,conmnmications,notes and other written
materials,electronic media files,and communications,pertaining in any manner to the Work or
the delivery of services (including,but not limited to the operation of programs)or goods
hereunder,ORE shall maintain such records until the last to occur of the following:(i)a period
of seven years after the date of this Agreement,along with any extensions or renewals,is
completed or terminated;or (ii)final payment is made hereunder,whichever is later,or (iii)for
such further period as may be necessary to resolve any pending matters,or (iv)if an audit is
occurring,or ORE has received notice that an audit is pending,then until such audit has been
completed and its findings have been resolved (the “Record Retention Period”).
7.4 ORE shall permit the County to audit,inspect,examine andlor copy ORE’s
records related to this Agreement during the Record Retention Period to assure compliance with
the terms hereof or to evaluate ORE’s performance hereunder.If the Work fails to conform to
the requirements of this Agreement,the County may require ORE to promptly bring the Work
into conformity with the grant requirements at ORE’s sole expense.If the Work cannot be
brought into conformance by re-performance or other coffective measures,the County may
require ORE to take necessary action to ensure that future performance conforms to grant
requirements and exercise the remedies available under this Agreement,at law or in equity in
lieu of or in conjunction with such corrective measures.
7.5 ORE shall permit the County to monitor its activities conducted pursuant to this
Agreement using any reasonable procedure,including but not limited to:internal evaluation
procedures,examination of program data,special analyses,on-site checking,formal audit
examinations,or any other procedures.All monitoring by County shall be performed in a
manner that shall not unduly interfere with Grantee’s performance hereunder.
7.6 ORE shall comply with all applicable federal,state and local rules,regulations
and laws governing the Work to be performed under this Agreement including the terms of the
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grant from DOE to Eagle,Pitkin and Gunnison Counties.ORE shall be solely responsible for
ensuring proper licensing and credentialing of those providing services under this Agreement.
7.7 ORE shall comply with the requirements of the Civil Rights Act of 1964 and
Section 504,Rehabilitation Act of 1973,concerning discrimination on the basis of race,color,
sex,age,religion,political beliefs,national origin,or handicap.
8.Notice:
Any notice required under this Agreement shall be given in writing by registered or certified
mail;return receipt requested which shall be addressed as follows:
COUNTY:ORE:
Adam Palmer Maya Silver
Community Development Department Executive Director
500 Broadway 202 E.Georgia Suite C
P.O.Box $50 Gunnison,CO $1230
Eagle,Colorado,81631
With a copy to
Eagle County Attorney
500 Broadway
P.O.Box 850
Eagle,Colorado $1631
9.Insurance:
9.1 At all times during the term of this Agreement ORE shall maintain in full force
and effect the following insurance:
•Workers’Compensation Statutory
•Employers Liability,including $600,000
Occupational Disease
•Comprehensive General Liability,including $1,000,000 per occurrence;$1,000,000
Broad Form Property Damage and personal injury general aggregate.
•Automobile Liability covering any auto $1,000,000 each accident
9.2 ORE shall purchase and maintain such insurance as required above and shall
provide certificates of insurance in a form acceptable to County upon execution of this
Agreement.The above insurance policies shall include provisions preventing cancellation or
non-renewal without at least 45 days prior notice to ORE and the County by certified mail.The
above insurance policies shall also include clauses stating that each carrier shall waive all rights
of recovery,under subrogation or otherwise,against ORE or the County,its agencies,officers,
agents,employees and volunteers.
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10.Non-Assignment and Subcontractors:
ORE shall not assign this Agreement or employ any subcontractor without the prior
written approval of the County.ORE shall be responsible for the acts and omissions of its
agents,employees and sub-contractors.ORE shall bind each subcontractor to the terms of this
Agreement.The County may terminate this Agreement,if ORE assigns or subcontracts this
Agreement without the prior written consent from the County,and any such assignment or
subcontracting shall be a material breach of this Agreement.
11.Jurisdiction and Confidentiality:
11.1 This Agreement shall be interpreted in accordance with the laws of the State of
Colorado and the parties hereby agree to submit to the jurisdiction of the courts thereof.Venue shall
be in the Fifth Judicial District for the State of Colorado located in Eagle County.
11.2 ORE acknowledges that,during the term of this Agreement and in the course of the
Contractor rendering the Services,the Contractor may acquire knowledge of the business operations of
the County not generally known or deemed confidential.ORE may also collect and retain information
from Program participants,including utility bills and other identifying information that shall be treated
as confidential and not disclosed to third parties outside of the Program.Any such information must
be marked as confidential.ORE shall not disclose,use,publish or otherwise reveal,either directly or
through another,to any person,firm or corporation,any such confidential knowledge,information or
data and shall retain all knowledge information or data which it has acquired as the result of this
Agreement in trust in a fiduciary capacity for the sole benefit of the other patty and/or Program
participants during the term of this Agreement,and for a period of not less than five (5)years following
tennination of this Agreement.Identifying information collected from Program participants must
always remain confidential.ORE recognizes that the County is subject to the Colorado Open
Records Act and nothing herein shall preclude a release of information by the County that is
subject to the same.
11.3 Disclosure of County records or other confidential information by ORE may be
cause for legal action by third parties against County,ORE or their respective agents.ORE shall
indemnify,save and hold harmless the County,its employees and agents,against any and all
claims,damages,liability,and court awards incurred as a result of any act or omission by ORE
or its employees,agents,or assigns pursuant to the Section 1 1.
12.Miscellaneous:
12.1 This Agreement constitutes the entire Agreement between the patties related to its
subject matter.It supersedes all prior proposals,agreements and understandings,either verbal or
written.
12.2 This Agreement does not and shall not be deemed to confer upon or grant to any
third party any right enforceable at law or equity arising out of any term,covenant,or condition
herein or the breach hereof.
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12.3 Invalidity or unenforceability of any provision of this Agreement shall not affect
the other provisions hereof,and this Agreement shall be construed as if such invalid or
unenforceable provision was omitted.
12.4 Notwithstanding any other provision to the contrary,nothing contained herein
shall constitute a waiver,express or implied,of any of the immunities,rights,benefits,
protection,or other provisions of the Colorado Governmental Immunity Act at C.R.S.§24-10-
101,et.seq.,as amended (the “CGIA”).Liability for all claims or injuries to persons or property
arising from the negligence of the County,its departments,agencies,boards,officials and
employees is controlled and limited by the provisions of the CGIA.
12.5 Notwithstanding anything herein to the contrary,provisions of this Agreement
requiring continued performance,compliance,or effect after termination hereof,shall survive
such termination and shall be enforceable by County if ORE fails to perform or comply as
required.
12.6 Enforcement of this Agreement and all rights and obligations hereunder are
reserved solely to the Parties,and not to any third party.Any services or benefits which third
parties as a result of this Agreement are incidental to the Agreement and do not create any rights
for such third parties.
12.7 Waiver of any breach of a term,provision or requirement of this Grant or any
right or remedy hereunder,whether explicitly or by lack of enforcement,shall not be construed
or deemed as a waiver of any subsequent breach of such term,provision or requirement,or of
any other term,provision or requirement.
13.Prohibitions on Public Contract for Services:
If ORE has any employees or subcontractors,ORE shall comply with C.R.S.§8-17.5-
101,et seq.,regarding Illegal Aliens —Public Contracts for Services,and this Contract.By
execution of this Contract,ORE certifies that it does not knowingly employ or contract with an
illegal alien who will perform under this Contract and that ORE will participate in the E-verify
Program or other Department of Labor and Employment program (“Department Program”)in
order to confirm the eligibility of all employees who are newly hired for employment to perform
work under this Contract.
(a)ORE shall not:
(i)Knowingly employ or contract with an illegal alien to perform
work under this contract for services;or
(ii)Enter into a contract with a subcontractor that fails to certify to
ORE that the subcontractor shall not knowingly employ or
contract with an illegal alien to perform work under the public
contract for services.
(b)ORE has confirmed the employment eligibility of all employees who
are newly hired for employment to perform work under this Contract
through participation in the E-verify Program or Department Program,as
administered by the United States Department of Homeland Security.
Information on applying for the E-verify program can be found at:
$
htt1 .w dhs ox pi c p t prorams ,c ii 85 16781 5t1chtm
(c)ORE shall not use either the E-verify program or other Department
Program procedures to undertake preemployment screening of job applicants
while the public contract for services is being performed.
(d)If ORE obtains actual knowledge that a subcontractor performing work
under the public contract for services knowingly employs or contracts with an
illegal alien,the Contractor shall be required to:
(i)Notify the subcontractor and the County within three (3)days that
ORE has actual knowledge that the subcontractor is employing or
contracting with an illegal alien;and
(ii)Terminate the subcontract with the subcontractor if within three (3)
days of receiving the notice required pursuant to subparagraph (i)of
paragraph (d)the subcontractor does not stop employing or contracting
with the illegal alien;except that the ORE shall not terminate the contract
with the subcontractor if during such three days the subcontractor provides
information to establish that the subcontractor has not knowingly
employed or contracted with an illegal alien.
(e)ORE shall comply with any reasonable request by the Department of
Labor and Employment made in the course of an investigationthat the
department is undertaking pursuant to its authority established in C.R.S.§8-
17.51 02(5).
(I’)If ORE violates these prohibitions,the County may terminate the contract
for a breach of the contract.If the contract is so terminated specifically for a
breach of this provision of this Contract.ORE shall be liable for actual and
consequential damages to the County as required by law.
(g)The County will notify the office of the Colorado Secretary of State if
ORE violates this provision of this Contract and the County terminates the
Contract for such breach.
/7 SIGNA TURE PA GE TO FOLLOW //
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IN WITNESS WHEREOF,the parties hereto have executed this Agreement the day and year first
above written.
ATTEST:
TeaI.J.Simom?1,Cieito tfi ‘-‘/
Board of County Commission1
COUNTY OF EAGLE,STATE Of
COLORADO,By and Through Its
Board of County Commissioners
tunyn,Chairman
STATE OF
__________
COUNTYOF LL%11
My commission expires:/24/Z
OFFICE OF RESOURCE EFFICIENCY
By:/j6
Title:Ut Q.Pcv
)SS.
)
ThçJregoing instrument was acknowledged before me by jjW LLeirO,this______
of ,2012.
I
Notary Public
My
10
EXHIBIT A
Contractual Scope of Work
Eagle County!Energy Smart Program
81.12$EECBG Program
Objective
United States Department of Energy (“DOE”)has partnered with Eagle,Pitkin and Gunnison counties to
create the Energy Smart Program (the “Program”)with the objective of improving the energy efficiency of
10%,or 4100 homes in Eagle,Pitkin,and Gunnison counties by 20%by December 2013 through the
provision of energy audits,resource centers,financing options,workforce training,and comprehensive results
calculations.The objective of the Energy Smart Program (“the Program”or “ESP”)is to transform the local
energy efficiency improvement market and stimulate significant,measurable retrofits in the existing housing
stock by addressing existing barriers for access to information,capital,and a skilled workforce.The goal in
developing the Program is to create a replicable and self-sustaining business model that will continue to
operate beyond the performance period of the grant and beyond the term of this agreement.The Energy
Smart Program is being implemented in Gunnison,Eagle and Pitkin Counties.Gunnison County,as a
grantee,has nominated ORE to implement the Program and represent the interests of Gunnison County as a
sub-grantee of the tn-county partnership.
General Activities
Program Management:As the entity responsible for Program management,ORE is responsible for the
implementation and management of all key components of the Energy Smart Program in Gunnison
County,including the function and performance of the Energy Resource Center (listed below “ERC”),
workforce development,delivery of financial incentives and programming,and coordination with utilities
and other partnering entities to meet the goals of the Program.Management responsibilities also include
the development of a local Energy Smart deployment model that leverages the regional assets of the
program in order to create a self-sustaining program that will continue to operate beyond the grant period.
This includes the development of revenue streams and service delivery models to support the deployment
of the Program while continuing to meet the Program’s goals.
1)Energy Resource Center:
ORE will host and operate Gunnison County’s Energy Resource Center and offer a comprehensive set of
residential consumer resources that support retrofit activities to Gunnison County residents including
home-energy assessments,energy conservation suggestions and implementation of energy conservation
measures (ECM5).
ORE will also provide take-home topical information sheets and computer workstations that will
allow consumers to access on-line forms and applications.ORE will also ensure that the Center will
serve as a showcase for technical expertise,materials and literature on all home efficiency related
information applicable to the Program.
ORE will maintain regular business hours of 9:00 a.m,to 5:00 p.m.Monday through friday and
will open the Center to the public during these times,In addition,ORE will host occasional events
outside of normal business hours,such as farmers markets and educational,training and enrollment
events.ORE will not be entitled to bill at overtime and!or double time rates for work done outside of
normal business hours.
ORE will also support local workforce development through education and training events and
access to building diagnostic tools.ORE may engage and use grant funds to pay a third-party specialist to
11
conduct these workshops on its behalf.Grant funds used for these workshops must not exceed the
budgeted amount shown herein.
ORE will also manage and coordinate marketing services promoting the Program.Marketing
should be focused on increasing participation in the Program.Marketing efforts will take advantage of
existing community networks and venues such as public markets,fairs,expos,and special events to
network with homeowners and provide face-to-face referrals for the ERC.Marketing may include local
television,print,Internet,and radio with a focus on peer-to-peer contact.ORE will localize and distribute
materials generated for the Program.
ORE will coordinate with the Eagle County and Pitkin County Centers to efficiently share
resources and minimize costs related to all aspects of the Program.
2)Access to Information
ORE is responsible for local communications that results in easy access to quality residential energy
efficiency information.While communications activities may be contracted to sub-recipients,ORE will
be responsible for oversight,program consistency,and project management.The regional strategy will be
outlined and updated annually in the Operations Plan,and will include the following elements:
Assist with marketing and branding of the Program,and guide the deployment of a coordinated,
consistent regional campaign to drive consumer behavior in energy retrofits.
•Share information with public and private community stakeholders and deliver presentations to
technical and public audiences including contractors and vendors.
•Ensure that activities are aligned with the Program.
•Assist in the development and adoption of a web-based regional information system that includes
energy audit tools,data management,and performance tracking.
3)Access to Capital,Rebates,and Other financial Incentives:
ORE is responsible for deploying and driving demand to ESP financial products,specifically loans and
rebates,and work with local stakeholders to increase uptake of the product and increase the capital of the
ESP revolving loan fund.
In addition to promotion of ESP finance programs,the ORE will provide a portfolio of financial
incentives for residential efficiency improvements.ORE will align and coordinate with existing energy
retrofit programs and resources (federal,state,local,private)to make financial incentives and loan
products easily accessible.ORE will assure that financial products are fully represented in all marketing
and information system components,and that retrofit contractors and other trade partners are fully aware
of finance options.
4)Alignment of Workforce Strategies:
ORE will work with Program partners in their region to connect a qualified,skilled workforce with
energy efficiency upgrade jobs.Specific tasks will include:
•Develop and maintain a “Preferred Contractor List”based on the Program’s standards,to help assure
the quality and integrity of home improvements and financing undertaken by the Program.
Implement workforce training through the Program.
•Serve as liaison for all workforce development sub-recipients,and provide policy direction and
oversight.
•Coordinate with other regional training and workforce development activities to assure program
alignment.
°Ensure that workforce development opportunities are integrated with all other activities of the
program,including communications strategy and information systems.
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5)Deliverables:
•full spectrum of customer services:Public information,meeting availability,rebate,incentive,and
financing information,customized customer plans and records,contractor coordination,work
completion,improvement savings data tracking.
o Log consumer inquiries with services provided,including actions taken by consumers as a result of
the program and customer feedback.
Quantitative building energy data into the regional Energy Smart data management system.
Workforce Development training,certifications and program involvement.
•Number of audits and upgrades completed with commensurate energy and cost savings.
•Measurable customer and contractor follow-up and evaluation data.
°Aggregate energy reductions directly resulting from the Program.
Reporting as required by DOE and County.
Qualifications and Staffing:Staffing decisions will be made at the discretion of ORE’s Executive
Director.While some overlap of roles may occur,the following positions must be adequately covered:
One Jurisdictional Program Manager not to exceed $30.80 per hour and 32 hours per week
°One Home Energy Advisor not to exceed $30.80 per hour and 40 hours per week
o One Home Energy Advisor Ii not to exceed $22.40 per hour and 20 hours per week
*One Communications Director not to exceed $22.40 per hour and 35 hours per week
•One part-time Events Intern not to exceed $2600 total.
Staff at the Energy Resource Center shall possess the following minimum qualifications:
o An undergraduate college degree with preference given to candidates with advanced degrees in
related fields such as engineering and architecture.
•Understanding of residential construction methods and materials.
•Home Energy Advisors must possess current certifications from RESNET,BPI,ASHRAE,or
equivalent.
o Experience in building analysis and/or building science.
o Understanding of residential building energy topics,including building envelopes,construction
techniques,mechanical systems and renewable energy systems
•Knowledge of residential scale cost/benefit analysis of building energy retrofits.
•Ability to make professional public presentations.
•Excellent customer service and organizational skills.
o Adequate computer and software to operate within the parameters of the Program’s data management
system and manage presentation quality graphic files as provided by the Program’s marketing
subcontractor.
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Budget:
As the appointed implementation body for the Energy Smart Program in Gunnison County,grant funds
are allocated to ORE.Expenses incurred by the ORE are reimbursable and may not exceed the total of all
budget categories listed in Table 1.The allocation of the total budget to budget categories is based on
anticipated service levels for the remainder of the grant period.
Table 1:
December 2012-August 2013 (9 months)
Staffing (JPM)$33,895.12
Staffing (ERC)$90,733.48
tamna otaI $124.b%t3.tiU
$9,679.92
$14,150.18
tt7 £‘)1
4,II,..)‘JL.I
$41 .336.31
Staff focus areas:
Jurisdictional Program Manager
•ERC Operations &Management
Gunnison Program Management &Reporting
•Gunnison County Program Liaison:Partnership Development &Maintenance (Government,
Utility,Real Estate,Organizational)
•Sustainable Program Development -Revenue Streams,Business Planning
•Funding and resources for Energy Smart Colorado Post-Grant
•Tn-County Communications Initiatives
•Data Reporting and Evaluation
Home Energy Advisor I
Residential Customer Service
0 Multi-family Consulting (Field Focused)
QA and Support in the field
Workforce Development
Education (Building Science Training)
Home Energy Advisor II
•Residential Customer Service
•Multi-Family Project Management -Targeting,Consulting,Engagement
•HOA &Property Management Company Outreach
*Upgrade Support:Participant Pool follow-Up,RLf Assistance,Modeling,etc.
•Sustainable Program Development
°Data Management and Reporting
Communications Director
Office
Marketing
Events
ERC Tot&
Tot&$165,964.91
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o Coordinate on Quarterly Marketing Campaign Development &Implementation
ERC Communications Planning &Implementation
o Develop Local Outreach Partners
•Outreach/Enrollment Events
•Empower Contractors to Market ESP
Supply Collateral to Partners and Participants
Stakeholder Outreach and Presentations
Program Assistant (through early Fall 2012 +Summer 2013)
•Events and Outreach Support
•Data Management
•Customer Service Support
Payment Terms:Payments are to be made on a monthly basis upon submittal of an invoice as provided
in the Agreement.Payment may be delayed pending timely submittal of report updates,completion of
deliverables as identified above,and submittal of proper invoice for payment.The invoice shall
accompany the necessary details in the quarterly reports that include the following:
1.Staff time allocated to the specific projects and scope of work identified in the Activities Section
of this document.
2.Specific activities,meetings,events participated in by staff of the Center.
3,Quantitative updates to Program participation including numbers from the past quarter as well as
Total numbers demonstrating the following:
a.Number of Participants in the program
b.Number and type of Ef improvements contracted/pending
c.Number of loans or Program financing implemented
d.Number of EE home projects completed
e.Measurable customer and contractor follow up feedback and evaluation data
4.Complete Request for Payment format as prescribed by the County and Department of Energy
protocol.Request for Payments will be in reimbursement format for expenses incurred by the
Grantee during the time period being reported.Only expenses clearly articulated and
demonstrated as relevant to the Scope of Work described herein can be reimbursed by the
County.
5.Additional information on Program development,changes the Center is facilitating relevant to the
Activities.
6.Any significant staff or role and responsibility changes.
Payments will be made for reimbursement of Program-related actual costs only.
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