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R2010-041 - 2010-03-22
RESOLUTION NO. R2010 -41 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS, AUTHORIZING AN ELECTRICITY AUDIT AGREEMENT WITH UTILITIES ANALYSIS, INC. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS: Section 1. That the City Manager or his designee is hereby authorized to execute and the City Secretary to attest a contract for electricity audit services. PASSED, APPROVED and ADOPTED this the 22 day of March, A.D., 2010. C:Q40744- 24:119 TOM REID MAYOR ATTEST: Ord Af CI i t SEC' TARY APPROVED AS TO FORM: DARRIN M. COKER CITY ATTORNEY ELECTRICAL ACCOUNT BILLING AUDIT SERVICES Fait The City of Pearland Objective Partners for All Your Utility Solutions PREPARED BY: BRANDON SISSON DIRECTOR OF BUSINESS DE!ELOPMENT BSISSON cis L/AISER I'ICES.COAT FEBRUARY 16,2010 UTILITIES ANALYSES,INC. 450 OLD PEACHTREE ROAD SUITE 103 SUWANEE,GA 30024 TELEPHONE: 0(404)321-6677 EXT.244 M(770)307-7413 FACSIMILE: (404)321-6785 www.uaiservices.com 450 Old Peachtree Road �f. Suite 103 '�' Atlanta, Georgia 30024 T_JA:_, y - Phone 404-321-6677 Fax 404-321-6785 Li t ILrnia . February 16,2010 Attn:Young Lolling,TRMC City Secretary CITY OF PEARLAND 3519 Liberty Drive,Suite 262 Pearland,TX 77581 RE: RFP#0110-21,ELECTRICAL ACCOUNT BILLING AUDIT SERVICES Dear Evaluation Committee: Thank you for the opportunity to allow Utilities Analyses Inc. (UAI)to respond with our proposal. We commend you for this undertaking and the thorough manner in which you are seeking proposals. Utilities Analyses is pleased to respond with a comprehensive proposal. The City of Pearland's RFP is similar to the scope UAI has performed for most metro Atlanta municipal governments, the City of Dallas, TX and the State of Georgia. We assure you that if you choose UAI our professional approach and sound recommendations for utility cost savings will make you proud of your decision. UAI's extensive experience, both locally and nationally, will give the City expertise from one of the most successful consulting firms in this industry. UAI has an in-depth understanding of the local utility companies' dynamics, including the complexities and the opportunities. This is an area that requires navigation with a balanced approach while maximizing the savings. UAI offers the City the most certain solutions for delivering the maximum amount of savings. While there could be competitors who may offer a lower percent of recovery, UAI's successful track record with governmental and corporate clients and the local utilities that serve the City demonstrate that UAI is sure to deliver the greatest amount of savings. Indeed, UAI is putting our most experienced consultants and a professional subcontractor team on the City's project to guarantee the City gets the lowest utility pricing possible, generating the maximum measurable savings with recovery of the greatest amount of refunds. With UAI, the City will have the assurance you are being billed correctly and have the lowest ongoing utility pricing. In summary,we believe the strongest points of our response and proposal are as follows: 1. Best in-depth knowledge and experience with local utility companies 2. Successful track record of delivering maximum savings in a professional and conscientious manner 3. Proven best practices to accomplish City's objectives with sound technical approach 4. Commitment to City's stated goals for utilization of minority and female business enterprises that offer win-win-win solutions 5. Creative pricing proposal that incentivizes UAI to maximize savings to recover cost of project then protects the City from exorbitant consulting fees Again,thank you for the opportunity to participate in this bid process. We look forward to hearing back from the City. S(Vrely, Brandon Sisson Director,Business Development UTILITIES ANALYSES INC. www.utilitiesanaiyses.com OBJECTIVE F. IrrNERS FOR ALL YOUR 1..,l'iury SOLUTIONS SINCE 1 JS<i TABLE OF CONTENTS EXECUTIVE SUMMARY Overview 2 Background, Experience and Qualifications 3 Approach to Work- Understanding City's Goals and Objectives 4 MUNICIPAL EXPERIENCE AND RELATED PERFORMANCE Client Case Studies 5 PARTIAL LISTING OF CLIENT REFERENCES Municipal, Governmental Agencies and Fortune 500 Clients 9 TECHNICAL APPROACH TO AUDIT Objectives for Proposed Scope of Work 10 Items Needed from the City of Pearland Overview of Procedures for Analysis and Review of Utility Billings 11 Recovery Procedures for Refunds/Credits from Over-Billings Key Features, Differentiators and Capabilities 13 Proprietary Analysis Tool - Utility Tracking System (UTS) Benefits of Utilities Analyses' Approach. 14 TIMELINE AND ONGOING WORK SCHEDULE 15 PROPOSED FEE SCHEDULE Contingency-Based Fee Structure for Recovery of Refunds/Credits 16 Electricity, Natural Gas and Street Lighting Accounts ORGANIZATIONAL CHART Key Team Members and their Roles of Responsibility 17 RESUMES OF KEY TEAM MEMBERS 18 APPENDIX 1 25 EXECUTIVE SUMMARY OVERVIEW Utilities Analyses, Inc. (UAI) is an Atlanta-based public utility rate-consulting firm that specializes in utility bill audit and recovery services, as well as, the analysis and negotiation of utility rate/tariff applications according to regulatory policies. UAI has a firm grasp on the utility environment. Furthermore, UAI has an in-depth level of experience by having successfully completed the exact scope of work, being requested by the City of Pearland, for other governmental or municipal agencies. In fact, over the years, the same scope of work has been provided by UAI to a host of state governments, county governments, municipalities and/or large public school systems found within the greater metropolitan area of Atlanta, the State of Georgia, as well as, other regions of this country. Within the complex utility industry, UAI provides services for commercial, governmental, industrial and institutional utility users relative to cost optimization of applicable utility rates in order to maximize the user's purchase of service. The Benefit to the City of Pearland: Using some of the most accomplished utility consultants and Professional Engineers (218 years of combined utility rate/pricing experience) in their respective fields to optimize savings, document refund recoveries and generate measurable credits for the City of Pearland through a comprehensive approach to auditing the City's past three years of historical utility billings. UAI, with an objective and proactive approach designed to accomplish significant results, initially performs a thorough analyses of utility related costs (e.g., fees, taxes, assessments and surcharges), as well as, conducts a comprehensive audit of historical billing data in order to identify refund recovery opportunities for the City of Pearland. UAI has no interest other than to secure refund/credits from past overbillings for the City of Pearland. In other words, UAI does not sell other services or have conflicting relationships with utility companies or marketers. We have no alliances with your utility service providers. UAI is not using this venue as a means or springboard to sell additional services. UAI does not sell or install energy conservation equipment. It is concerned with the per- unit price of the purchased utility service being used by the City. Utilities Analyses' entire focus is taking information and turning that data into implemented results (recovery of refunds or securing ongoing and measurable savings from reduced charges on utility rates/pricing). 2 EXECUTIVE SUMMARY (CONTINUED) BACKGROUND,EXPERIENCE AND QUALIFICATIONS Since 1972, UAI has been serving clients. A change in ownership occurred in 1986; when the current owner, Carl Shaw, purchased the Company. The firm's practice has grown to now manage over $1.5Billion in annual utility expenditures at over 15,000 facilities nationally. Over the years, UAI has remained privately owned and has no interests other than to serve our clients with the greatest amount of measurable results (savings) possible. In 1986, Mr. Shaw began hiring other utility company professionals with backgrounds in utility company pricing. UAI now has 14 professionals on staff as employees. Staff members have over 218 years of combined utility company pricing experience; 130 years are reflective of working for utilities and 88 years working for UAI. In other words, the staff understands how ;:UAl' :: dua1.:.:offering of sta .':members' a utility operates from the inside and have ::ut lity.:::pricing=<:exp°erience ::(gained :from.. been usingtheir combined experience to p preolousfy, working for 14ties), coupled viritFi recover refunds and lower ongoing costs n; . user: ; fr el dly':;: ;a d ._: 'web-enabled (pricing)for UAI's clients. informationInfortiria406, system leas created strategic pr:-torng:'intelliger ce._1ation`ally, :whibh::-along .. The next generation of management with a national ra#e library ere bei/*. began their transition in 1998. By 2000, leveraged k y customers,who;want t:o ensure `. UAI started shifting from offering just the lowest charged(pricing possible' supply-side services to offering supply- -- side services and online systems; embarking on the development of the web-enabled Utility Tracking System®(UTS). UAI's open architecture of the Utility Tracking System allows for UAI to take in electronic data from any source (e.g., internal billing program, utility provider, etc.). The Utility Tracking System finds timely refund recovery, as well as, ongoing savings opportunities. Thus, UAI began taking on large multi-site national accounts that needed to be acted upon with pricing expertise. Since Utilities Analyses does not sell or trade any commodity and/or supply energy management equipment, our entire focus is objective and supplier neutral. Furthermore, UAI has no alliances that would create a "conflict of interest," by conducting a comprehensive audit of the City of Pearland' historical utility billings. The advantage to the City of Pearland is partnering with an established, independent (i.e., non-utility owned) and unbiased utility price-management firm. Utilities Analyses serves a national client-base, by assisting clients so they are not reliant upon any utility company to interpret complex rate schedules, applicable tariffs and/or regulatory policies. 3 J7 •eaualradxeJo the) el JGAO gl!lM s!euOl$004d A!!!;f Pa#aadsaa . . . • pua.::s a�,Hl #�!!;1?palelnfad pua.pa; /nfia..aa.q oqui;4MIO y 8+Ullei#o66N,.• • • Q .: s olssIwwoo:ao!tiG .Oilq»d;e Q;!!llq d yaa as a UWWoJd-. • .0. SqJ , ..•..: ..-...:� :� . •• ., .. .is#5aia;ur::aw� !tip saaitiu�sn•::it#!ln.o�.,ros�npb�i!�oar p�:�. '`. .0• `;usurp alhp.aad u►#.iodej pe geue-qaM : :. : ... . . .:... :: :: s;.und0 a#� i;!»yV:i swa�isX: uo tui j e#0. 11.40$01 40.:.:urdi qS p o7 suos!.padwoo,:aYay.►oj eu!i6u3 a;a xa;tlurd� o ,. :.u10!4d $alpp.00tja:M It/a#0.0.uo_uo, a n.;od leuon N uouru aAP9 u& -.d; ios!npti!pia3uar raafx :. . .: q : ..... • ;: :: :: ... :..::applauraa�6 )ueipt : ursr _SI�IRo_ •s}uallo ao seloua6e ledlolunw aellwls aol s6ulnes apex-meow eonpoad q !M pa)laonn 6ulneq ao/pue saluedwoo Amin ao; pa>laom 6ulney gels mo o} anp sI situ •seanpeooad pue seoliod Auedwoo Amin jo 6ulpue}saapun anlsuagaadwoo a set I`dfl •s}slxa ssaa6oad s,anl}el}lul ftaanooar}soo sit}to sseuaaenne lue}suoo a }et} 6ulansua 'Se!JeAooaa pun}aa lie }uawnoop pue aanseew Him ann 'uequ •Ali ay; Aq peAcudde suol;epuawwoaar asoy; Aluo ;uacua;dwy o} alge}un000e aq !!!Ark saagwaw gels anp •jjiq ''lrpin et!' ur pesojosjp Ajuedo lou einlorujs alai ojseq-ayl uj se6aeyo peppeqwe enowaa of poj}a ue uI :salnpagos Rae; j a}ea pool ;o 4taeagil anlsua}xa ue 6ulzlll}n 6ul}aodaa pezlwo}sno pue 6uppea} apinoad lip wa}sAs uol}ewao;ul anp _- . :<.:.:; ..._ :::.::.....:....:.:.... :•.::::...:::::.: •puepead ;o 13 at} enp saluow Ile aanooaa o} 1.10jja ue ul slliq A}il!}n leouo}slq at} a}enlena sar�uas.ur�i#euowajdtul p2�ulaai� � :o :;. limn 'se Mann se 's6ullllq Ailr}n ;uaaano ue aea 0 :�a0a`r.;r . 0 .�0 _ .,0, .0 ,,. ��` u6:: �i' (p I d J }. a uo }sixa }et) sal}lunpoddo pun;aa ,4quapi _:___.:. :;:puepead Jo:: ;:a: iu•ua, oai j . ° lip ge}s peouepadxa suu sill samiaarsp atsry srwo9 S AJJD -xu0M os 13Voxaay (o3nNiiNo0) AIIVREFAICIS aAI,LRo ►3 MUNICIPAL EXPERIENCE AND RELATED PERFORMANCE CLIENT CASE STUDIES The following is a sampling of Utilities Analyses' work-product that may have some relevance to the City of Pearland. State of Georgia — Georgia Environmental Facilities Authority (GEFA) UAl was selected from a nationally advertised competitive bid process to perform a comprehensive review of the State of Georgia's 1,000 largest electric accounts. Our analysis, recommendations and implementation services resulted in rate/tariff changes at every large electric account (top 30), as well as, over 100 additional accounts. The resulting and measurable savings have been over $2Million each year in annual ongoing savings for the State of Georgia. USPS —Atlanta District, North Metro Processing and Distribution Center The United States Postal Service used this firm's North Metro PBDC- expertise on a utility rate/tariff study involving over five Jackson EMC hundred facilities, six processing and distribution 800,000 centers. During this utility pricing study, utility accounts that were analyzed for cost-savings included: 600,000 - electricity, natural gas, water and sewage. 400,000 ; 200,000 - - '� 1= During our review of a utility's service contracts, it was Old New determined that the utility's published "Government Rate" was offered as a competitive rate. That specific rate was offered to the United States Postal Service in order to ensure the construction and subsequent location of a large mail processing facility within the utility's geographical service area. Over the years, that established rate had been changed by the utility to equal the utility's "General Service Rate" structure, thus eroding the initial attractive savings. However, UAI's research showed the utility had offered another type of incentive rate (with substantially improved economic benefits) to a different customer. included in UAI's strategy, was documentation that proved the original financial benefits offered by the utility company had actually vanished under the "Government Rate" tariff. Both the United States Postal Service and UAI found this electric utility service provider to be very responsive to UAI's recommended negotiating strategies. The first year's savings, for this one account, were in excess of $128,000. During this project, UAI effectively negotiated numerous ongoing price reductions from the utility service providers; including, "creative applications" designed to ensure a win-win environment. Refunds and/or additional ongoing savings initiatives were identified for the various other utilities being analyzed, which resulted in over $600,000 in savings within 3 years of documentation. 5 MUNICIPAL EXPERIENCE AND RELATED PERFORMANCE (CONTINUED) CLIENT CASE STUDIES (CONTINUED) Commonwealth of Virginia (continued) The Commonwealth of Virginia project included,. but was not limited to, the analysis of over eleven thousand utility accounts (i.e., electricity, natural gas, water, sewage and waste disposal) among three hundred thirty utility service providers consisting of one hundred twenty-five million dollars in annual utility expenditures. Initially, The Commonwealth conducted a national search to find an energy-consulting firm to assist with a review of the state's utility contracts and charges. Upon being chosen by The Commonwealth, one of UAI's first strategies was to negotiate with the Appalachian Power Company; based on a misapplication of rate tariffs originally tied to a "cost of service" study performed by that utility company. UAI's skill-sets associated with deciphering "cost of service" studies, coupled with effective negotiating techniques learned from years of dealing with utility companies, ensured the utility would make the cost-saving rate changes retroactive. UAI's strategy has generated accumulated savings in excess of $1,350,000 from that utility. State of Georgia Department of Corrections The State of Georgia's Department of Corrections awarded an energy- consulting contract to Utilities Analyses that was competitively bid on a national basis in May of 1998. During the early stages of this project, Utilities Analyses negotiated several new contracts for energy services at reduced rates in both electric and natural gas, while recovering substantial refunds. UAI was successful in working with a small utility by pointing out overcharges of$400,000 at one facility's gas billings resulting in lower ongoing charges. Furthermore, this ongoing project involves the management of over $20,000,000 in annual utility expenditures at seventy prisons plus additional associated facilities, which has resulted in implemented results of over $700,000 in annual on-going savings. 6 MUNICIPAL EXPERIENCE AND RELATED PERFORMANCE (CONTINUED) CLIENT CASE STUDIES(CONTINUED) Georgia Department of Technical Adult Education (GDTAE) The GDTAE project consists of developing a utility "pricing" and rate optimization strategy to reduce the cost of electric, natural gas, water and sewer utility expenditures. During the first year of the contract UAI's recommendations and implemented strategies generated savings exceeding $290,000. Some of those strategies included creative applications of existing rates that the utility providers had never applied to this type of customer. In addition, Utilities Analyses negotiated several refunds exceeding $97,500 from the various utilities and actually enhanced the relationship between this client and its utility service providers. DeKalb County School System (DCSS) The DeKalb County School System project demonstrates UAI's research capabilities; coupled with a "win-win negotiating strategy" practice that enhances the relationship between the utility and UAl's clients. UAI's preliminary study of this large, multi-site school system's operation and a keen understanding of the utility's associated rates/tariffs and qualifications empowered Utilities Analyses to recommend and implement several rate changes and refunds. In the first six months of this contract, DCSS received over $400,000 in electric refunds plus over $400,000 in negotiated gas charges being alleviated. To date, DCSS has saved over $2.5 million dollars in accumulated on-going savings and recover of refunds. Fortune 500 Companies Due to the confidential agreement between UAI and corporate clients, UAI cannot specifically name clients and/or tie work experience and results to a given client. If the City of Pearland would like further details, we will try to oblige that request within the confidential agreements we have on file. Over the years, large utility customers that have substantial utility budgets spread across hundreds or thousands of facilities have increasingly sought-out UAI. The majority of our work for these clients has been focused on electric rate evaluations. 7 MUNICIPAL EXPERIENCE AND RELATED PERFORMANCE (CONTINUED) CLIENT CASE STUDIES(CONTINUED) Fortune 500 Companies (continued) Some of our implemented recommendations have been very straightforward rate changes that did not involve any negotiations nor was there any gray area in the interpretation of policies and/or applications. UAI has developed other recommendations that required in depth research, negotiations requiring multiple meetings and correspondence, creative rate applications, citing certain policies or precedent setting cases. Some of the examples are as follows: ■ UAI recommended several facilities for one client be placed on a discounted rate intended for only one other multi-site customer. After much resistance from the utility, UAI and the client were successful in getting their large load accounts on the special alternative rate that will save over $500,000 annually and over a $400,000 refund. ■ UAI was successful in getting the largest load of one client (over 10,000 kW demand) on an alternative rate that was an option that the utility could have recommended for 10 years. The facility now saves over $100,000 annually on the new rate. • Through active and timely management, UAI was able to successfully get several facilities of one client on a special discounted fuel rider that had a window of opportunity that will save over $100,000 annually on this rider. • UAI has successfully implemented over $1,000,000 in annual ongoing savings implemented as a result of negotiated "customer sponsored rates" with Georgia municipalities and coops. Most of the time these special rates have been negotiated by establishing an excessive margin is currently being collected and/or precedent setting application to another utility customer. • Through comparison of like facilities to one another in our system, UAI was able to find a facility that had an incorrect bill demand embedded in the monthly rate calculation occurring for at least 6 years. A negotiated refund of over $600,000 and annual on-going rate savings over $150,000 were the result. • UAI has been able to reduce contract minimums and bill demand errors at several accounts for one client that resulted in $130,000 in refunds. 8 PARTIAL LISTING OF CLIENT REFERENCES CITY OF ATLANTA (500+Buildings/Facilities and$30+Million in Utility Spend) MR. LARRY V. RIDDLE, FMA, RPA; DIRECTOR OF FACILITIES MANAGEMENT (404)330-6225 Duration: February 2008 to Present CITY OF DALLAS MR. KRIS SWECKARD, DIRECTOR EFFICIENCY TEAM (214) 670-5607 Duration: April 2009 to Present STATE OF GEORGIA(GEFA) (1,000+Facilities and$80 Million in Utility Spend) MS. ELIZABETH S. ROBERTSON, DIRECTOR-DIVISION OF ENERGY RESOURCES (404)584-1007 Duration: February 2008 to Present GEORGIA DEPARTMENT OF CORRECTIONS (70+Facilities and$20 Million in Utility Spend) MR. LARRYT. LATIMER,ASSISTANT DIRECTOR- ENGINEERING (404)635-4627 Duration: February 2008 to Present UNITED PARCEL SERVICE (1,700 Locations and 2,700 Utility Accounts) MR. JEFF RIDINGS, PROCUREMENT GROUP MANAGER- ENERGY (404)828-6931 Duration: November 2003 to Present MIAMI- DADE COUNTY PUBLIC SCHOOLS (380 Schools and$60 Million in Utility Spend) MR. JAIME"JIM"TORRENS, CHIEF FACILITIES OFFICER (305)995-1401 Duration: September 2001 to March 2008 DEKALB COUNTY GOVERNMENT (250+Buildings/Facilities and$18Million in Utility Spend) Mr. George D. Smith, DIRECTOR OF FACILITIES MANAGEMENT (404)371 -2126 Duration: October 2005 to Present DEKALB COUNTY PUBLIC SCHOOLS (130 Schools and$16Million in Utility Spend) MS. PAT POPE, CHIEF OPERATIONS OFFICER (678)676-1331 Duration: November 2003 to Present 9 TECHNICAL APPROACH TO AUDIT OBJECTIVES FOR PROPOSED SCOPE OF WORK Recovery of Refunds/Credits from Past Over-Billings Utilities Analyses' will perform a comprehensive review of the City of Pearland' utility bill payment records and charges associated with the City's electricity, natural gas and street lighting accounts in order to recover refunds/credits based on the following: ■ Identify and substantiate any monetary errors made by the utility companies in billings, rates applied, calculation of fees, related utility user taxes, other taxes, assessments, surcharges and/or any other factors affecting payment for utility services provided to the City of Pearland, during the previous 60 months • Evaluate the frequency and duration of identified payment errors • Calculate the value of payment errors ■ Submit quantified data to the City of Pearland for consideration / approval ■ If authorized by the City of Pearland, ensure that an immediate and full recovery process is implemented (in a timely manner) for the capturing of all the applicable refunds/credits determined to be associated with any of the identified payment errors • Recover and secure repayment for maximum amount allowed • Provide detailed monthly reports in paper and electronic format to the City of Pearland, reflecting the status of all identified refunds/credits and amounts of recovery to date. ITEMS NEEDED FROM THE CITY OF PEA LAND • Letter of Authorization (LOA) to forward to the utility companies for UAI to obtain the City of Pearland' utility account billing histories - Copy of one month's utility bill for each electricity, natural gas and street lighting account, as well as, web access where available • Current property, facility and/or listing of the City building's locations • Any applicable utility contracts, when necessary and when available • Accounts Payable Report of annual expenditures by utility vendor for audit period 10 TECHNICAL APPROACH TO AUDIT (CONTINUED) OVERVIEW OF PROCEDURES FOR ANALYSIS AND REVIEW OF UTILITY BILLINGS The procedures listed below are conducted with strong communication between UN and the City in order to prioritize and implement the agreed upon strategy. These agreed upon written procedures are meant to serve as a plan to balance proven strategies with prioritized "savings"opportunities to maximize results. At the inception of this project, on 10 Nov 08, the procedures listed below are to be conducted for all electricity, natural gas and street lighting utility accounts in an effort to uncover any over-billings that will require a refund/credit be issued to the City of Pearland, from the affected utility companies. UAI will present all savings (refunds/credits) recommendations to the City of Pearland' designated representative. UAI will be responsible for coordinating all communication with utility service providers, as well as, any communication with the appropriate regulatory authorities responsible for ensuring the City receives all monies (refunds/credits) owed to the City, from the affected utility company. RECOVERY PROCEDURES FOR REFUNDS/CREDITS FROM OVER-BILLINGS ■ Coordinate with the City of Pearland' personnel for: -Project organization and reporting -Data collection and "Items Needed from City" (see previous page) ▪ Obtain past billing histories from utility providers electronically -One month billing of each utility account from City's records -Complete account history from utility providers or web access • Import billings into UAI's proprietary Utility Tracking System (UTS) database ▪ Run variance and exception reports to identify billing anomalies • Compare across utility provider and respective rate tariffs in UAI's Utility Tracking System's (UTS) local and national rate library • Compare usage, load factor, unit-price and assigned rate name • Compare facility data to footprint(e.g.,facility, square footage, utility account, etc.) • Evaluate the validity of cost component on monthly bill • Review utility provider's filings at the Public Service Commission to determine compliance with regulations ■ Document/verify any over-billings ■ Determine if assigned rate schedule has been applied correctly in the past ▪ Establish recovery period ■ Provide research for "Statute of Limitations" and precedent setting cases • Implement approved refund/credit request • Negotiate with utility providers to secure refunds/credits • Verify refund/credit issued • Provide periodic reports of findings and status at frequency desired by the City 11 TECHNICAL APPROACH TO AUDIT (CONTINUED) RECOVERY PROCEDURES FOR REFUNDS/CREDITS FROM OVER-BILLINGS(CONTINUED) UAl will use the following procedure to recover overpayments from utility providers. Listed below are the procedural steps to be followed after UAl has submitted findings and the City of Pearland has approved those same findings: ■ Obtain confirmation from utility provider that a refund will be issued and the amount of the overpayment ■ Make best-effort for refund to be issued in the form of a check payable to the City of Pearland for ease in tracking • If a check will not be issued, secure commitment from utility provider of the refund appearing on the respective utility company's next billing cycle as a credit • Report to the City of Pearland anticipated date refund check will be issued or amount of credit. ■ If no check is to be issued, report to City the date of next billing cycle that contains credit to City and document in reports to the City • Obtain confirmation from the City's Accounting Department of receipt of refund check • If no check is being issued, obtain from the City's Accounting Department a copy of next monthly utility bill containing the actual credit listed on the billing ■ UAI will submit an invoice for services only after the City of Pearland has received documented confirmation of successful recovery of refunds/credits STREET LIGHTING UAl will evaluate the City of Pearland' street lighting accounts; both governmental and non-governmental lighting service, as .well as, traffic control service and related energy costs for the City's outdoor lighting accounts. The scope of this work will include reviewing the City's documented inventory of such lighting devices and then comparing appropriate charges (price) to the actual charges being reflected on historical utility billings received previously from the applicable electric utility companies. In addition, UAI will review non-regulated lighting services; such as contracted maintenance or special lighting fixture leases for contract compliance with appropriate vendors, as well as, to possibly improve on that contractual arrangement with said vendors, when and if financially beneficial to the City of Pearland. 12 TECHNICAL APPROACH TO AUDIT (CONTINUED) KEY FEATURES,DIFFERENTIATORS AND CAPABILITIES PROPRIETARY ANALYSIS TOOL-UTILITY TRACKING SYSTEM The proprietary Utility Tracking System (UTS) allows UAI and the City to leverage information by capturing more detail per utility account. UAI can receive from the City an electronic data feed that populates the Utility Tracking System (UTS); providing in-depth trend analysis for identification of "savings" opportunities and supporting UAI's leveraged negotiating strategies with the City's utility service suppliers. Also, the applicable utility company's billing details being received (on a monthly basis) by the City and subsequently captured in the UTS will provide Cost Allocation Profiles and customized reporting such as: • Summary of all of the City's utility accounts • Facility/ utility cost comparison and benchmarking (cost/ unit) • Annual usage and cost in a single view • Graphical illustrations of comparisons • Web-enabled UAI utilizes Enerlink's BilCalc to provide rate calculations by accessing both a local and national library of tariff schedules. The BilCalc software has the ability to provide rate comparisons within a utility and between utilities. As well as, being able to provide calculations of complex "Real Time Pricing"and "Time of Day"schedules. This firm's Utility Tracking System (UTS); coupled with BilCalc software offer the City of Pearland additional features which include, but are not limited to, the following: • Secure Web-enable reporting interface • Remote interrogation of electricity meters for data download • Capable of receiving electronic data feed • Data storage for in-depth trend analysis • Identifying /tracking the measurable savings (refunds/credits) 13 TECHNICAL APPROACH TO AUDIT (CONTINUED) - BENEFITS OF UTILITIES ANALYSES' APPROACH Utilities Analyses'approach ensures there is no risk to the City of Pearland. • UAI is offering an-depth knowledge of the City's utility providers' cost to serve the City • UAI is an objective and unbiased ally of large end-users of utility services • UAI provides customized systems that have been proven on large multi-site end-users like the City of Pearland • UAI will negotiate with utility service providers on behalf of the City of Pearland • UAI will eliminate any and all dependence on the City's utility service providers to explain their company's policies or the regulatory procedures • UAI will enhance relationships between the City of Pearland and utility providers • UAI creates a proactive versus reactive strategy • UAI offers a proprietary, web-enabled Utility Tracking System (UTS) designed to compare the City's facility data • UAI will optimize and maximize cost-reductions through effective research at the Public Service Commission and/or appropriate regulatory agencies • UAI has the capability to monitor and verify savings calculations of any utility performance contractors Energy Information&Ulillty 11lii Bill Audit&Refund UtilifyTariffAnohpi$&Rafe • Energy SupplyProcuren1eot [porgy 0euand Side& Dill Processilig R over plirriii�lioo $�Risk Maliagemerll Etficieniy laolgeoielil x 14 TIMELINE AND ONGOING WORK SCHEDULE The following schedule is being proposed to the City of Pearland and is intended to illustrate critical tasks that UAl will perform and the associated timelines. This is based on performing hundreds of similar projects. The tasks listed below (in phases) are generally accomplished after; the initial meeting, the strategy sessions with City and the account set-up process have been completed. Depending on the City of Pearland' priorities and the agreed upon strategy, a number of the identified tasks will be expedited for some of the utility accounts based on the magnitude of the issues and value of potential "savings" opportunities. TASKS PARTY BEGIN END DATA COLLECTION • Consensus on Strategy UAI/City WK1 WK1 • Authorization Letter City WK1 WK4 • Provide Site Set-up List City WK1 WK4 • Provide 60 Month Past Billings City WK1 WK4 • Upload Data (Historical&Current) UAI WK6 Ongoing • Populate Database UAI WK5 Ongoing • Create Load Shapes UAI WK4 WK8 RESEARCH, ANALYSIS & RECOMMENDATIONS • Bill Error Detection & Utility UAI WK5 Ongoing Discussion (Continuous) • Rate Comparisons & Best UAI WK5 Ongoing Practice Intelligence Applied • Recommendations UAI WK8 Ongoing • Discuss Strategy UAI WK8 Ongoing • Approval (If Necessary) City WK8 Ongoing NEGOTIATION, IMPLEMENTATION & MONITORING • Negotiate With Utilities UAI/City WK9 Ongoing • Implement Recommendations UAI WK9 Ongoing • Document/Verify Changes UAI WK15 Ongoing • Monitor & Report Savings UAI • WK15 Ongoing • Updates on Deregulation UAI Quarterly Ongoing • Updates on New Accounts City Monthly Ongoing 15 PROPOSED FEE SCHEDULE CONTINGENCY-BASED FEE STRUCTURE FOR RECOVERY OF REFUNDS/CREDITS ELECTRICITY,NATURAL GAS AND STREET LIGHTING ACCOUNTS The fee schedule listed below is based on total utility dollars and/or credits (refunds) recovered for over-billings, as a result of UAI's efforts to reconcile the City of Pearland' utility billings, applicable tariffs and utility service providers' agreements. The table below identifies a fixed percentage to be retained by the City of Pearland and by UAI. The fee schedule listed below provides both an incentive for UAI to generate a significant amount of refunds/credits for the City, as well as, offers the City an element of protection from higher fees being paid to UAI, if refunds/credits (savings) were to prove to be extremely substantial. The following are aspects of UAI's contingency-based fee structure: ■ No retainers or up-front fees...UAI will perform at risk ■ UAI's fee for the recovery of any refunds/credits from past over-billings will be based on actual refunds or credits being calculated from the applicable utility account's bills and meter readings...no estimates ■ UAI's fees are to be due only, if and when identifiable refunds/credits are documented, measured and produced PRICING FOR RECOVERY OF REFUNDS/CREDITS FROM PAST OVER-BILLINGS The percentages listed below will illustrate the amount of dollars (refunds/credits) retained by the City of Pearland at each incremental tier prior to proceeding to the next percentage tier: UAI FEE TOTAL DOLLARS AMOUNT OF DOLLARS AMOUNT OF DOLLARS RECOVERED RETAINED BY CITY RETAINED BY UAI First $ 0 to $50K 70% 30% Next $50K. to $100K 65% 35% Next $100K to $500K 60% 40% Next $500K to $1 MM 65% 35% After. $1MM and over 70% 30% 16 ORGANIZATIONAL CHART KEY TEAM MEMBERS AND THEIR ROLES OF RESPONSIBILITY The following Organizational Flow Chart illustrates names and titles of key people that will support our Project Team's effort to accomplish the objectives listed in the City of Pearland' Request for Proposal to audit historical utility billings. Those team members and their roles are as follows: Kevin Shaw President Negotiations &Communications Dale Huff Director Information Technology Dennis Zvosec, PE Securing &Formatting Utility Billing Data Senior Project Manager Doug Irons Tom Loria, PE Controller Research Manager of Strategic Rate Applications I Brent Phelts, PE Natural Gas Manager Tommy Greer Deregulated Specialist Kathy Couper Senior Rate Analyst Refund Recovery - - - Phil Culver Benchmarking Analyst Carl Shaw Senior Rate Analyst Programmers 17 RESUMES OF KEY TEAM MEMBERS The following resumes are included to showcase key staff members' expertise that will be available to ensure the success of this project. There will be additional personnel (e.g., analysts, 1T, administrative support, etc.) that will assist, as well. CARL F.Sgaw Owner!Chairman Senior Consultant Utility Rate Design Years Experience: 47 Bachelor, Electrical Engineering Georgia Tech, 1958 Georgia Power Company Rates Mgr. 1972- 1986 Marketing, 1960-1972 Professional Affiliations: Utilities Analyses, Inc. Building Owners& Managers Assoc. Owner, 1986-Present Association of Energy Engineers National Federation of Independent Businesses Mr. Shaw specializes as a consultant on local and national levels to utility regulatory agencies, utility companies and end-users of utility companies' services in the area of rate/tariff design, evaluation and negotiation. Clients included, but are not limited to, United States Postal Service, Commonwealth of Virginia, North Carolina's Public Utilities Commission, Georgia's Public Service Commission, State of Georgia (GEFA), Georgia's Department of Corrections, Georgia's Office of Planning and Budget, Georgia Technical Research Institute, Georgia Power Company, Atlanta Gas Light Company, Oglethorpe Power Company, Municipal Electric Authority of Georgia and various Atlanta Public Schools/county electric utility systems. Most of the electric rates still in the Georgia Power Company's Rates Rules and Regulations for Electric Service Manuals were either specifically designed by Mr. Shaw or designed under his direct supervision. These rates have special applicability options for municipalities located in the State of Georgia. Specific work performed by Mr. Shaw includes: o Formerly under contract with Georgia Public Service Commission as the Commission's Consultant during rate case filed by Georgia Power Company in June of 1998. o Worked with Georgia PSC committee for restructuring of the Electric industry in Georgia. o Served on committee for the restructuring of the Natural Gas industry in Georgia. o Supervised utility pricing studies for Clayton County Schools, Cherokee County Schools, Cobb County Schools, DeKalb County Public Schools, Houston County Schools, Jackson County Schools, Miami-Dade County Public Schools, Richmond County Schools and Screven County Schools o Supervised electric rate studies for governmental entities within Georgia, Missouri, Virginia and Texas. 18 RESUMES OF KEY TEAM MEMBERS (CONTINUED) DENNIS J.ZVOSEC,PE Director- Energy Procurement Senior Project Manager Years Experience: 28 Bachelor of Science Engineering Duke Power Company University of Cincinnati Assistant District Engineer Registered Professional Engineer 1979-1981 1984 Industrial Power Rep. Total Energy Consulting 1981 - 1984 1997- 1999 Oglethorpe Power Corp. Development Engineer 1984—1996 Dennis Zvosec has worked in the energy industry for over twenty-seven years. Mr. Zvosec provides strategic direction and solutions for developing new energy procurement processes to take advantage of the changing energy marketplace. Mr. Zvosec works with Utilities Analyses' clients to ensure current and future energy needs are satisfied while minimizing current utility expenditures and positioning clients for future growth in regulated utility markets, as well as, deregulated natural gas and electricity marketplaces. o Project Manager: United Parcel Service (UPS), Coordinated electric utilities situation analysis for over 1,700 locations nationwide; negotiated new contracts for existing facilities, identified historical billing errors, performed energy procurement in NE marketplace for UPS facilities by evaluating fixed versus index-based pricing offers and comparing them to standard offer rates to recommend [ow cost alternatives and identify market risk exposure. o Project Manager: Wells Real Estate Funds, Coordinated utilities review for properties; including situation analyses, contract negotiations for existing and newly purchased properties, facilitated and carried out deregulated energy procurement of electricity and natural gas for • properties in deregulated markets. Performed due diligence reviews of properties' utilities purchasing contracts. o Project Manager: Carmike Cinemas, Inc., Coordinated overall utilities situation analysis, negotiated new contracts for existing and newly constructed cinema locations, aggregation of utility purchases in open deregulated markets and utility negotiations; managed the development of new electricity and natural gas purchasing practices for over 300 locations nationwide. n Project Manager: Regal Cinemas, Inc., Coordinated overall utilities situation analysis, aggregation of utility purchases in open deregulated markets; managed the development of new electricity and natural gas purchasing practices for over 450 locations nationwide. o Project Manager: US Foodservice, Coordinated overall utilities situation analysis, negotiated utility contracts for new and existing locations that reflected and capitalized on client specific usage patterns and ability to schedule some usage. Aggregated purchases in deregulated markets and negotiated client contracts with marketers to maximize available savings opportunities. ❑ Total Energy Consulting; Chemtall Inc., Unifi Inc., Carbo Ceramics, Provided direction and solutions for developing energy engineering and procurement processes for industrial clients. o Oglethorpe Power Corporation: Distribution Engineer responsible for generating power sales in support of business development; o Duke Power Company; Facilitated customer focused solutions, performed energy audits and analyses, audited billings, managed customer service teams, and designed, planned and supervised installation of distribution facilities on-site and system-wide. 19 RESUMES OF KEY TEAM MEMBERS (CONTINUED) BRENT PHELTS,PE Manager Natural Gas Portfolio Years Experience: 32 Professional Engineer Energy Consultant& Natural Gas Agent, 1997 Energy Spring, Inc. Bachelor Start-up Account Executive Industrial Engineering 1996—1997 Georgia Tech, 1975 Atlanta Gas Light Company(AGL) Institute of Gas Technology as Manger, Major Accounts Chartered Industrial Gas Director C/I Marketing Consultant 1975- 1996 Brent Phelts has been a consultant and natural gas manager for the past 9 years and directed utility marketing programs, unregulated marketing efforts and professional consulting for end users. He currently represents major industry, state and local governmental agencies in procurement of more than $90,000,000 in natural gas, during 2006. Mr. Phelts clients have constantly benefited by his representation and are strategically positioned. o Energy Engineering Consultant & Gas Manager: Brent Phelts manages more than 120 million dekatherms per year for Industrial, State and Municipal clients. Services include gas procurement, risk management plans, pipelines, writing contract terms, RFP and Bids, evaluating supply and managing gas deliveries. Budgets and strategic gas procurements plans are vital to managing gas cost. Therefore, Brent advises clients on energy cost, price-risk and the value of natural gas rates, as well as, transportation services. ❑ Manager/ State of Georgia's Natural Gas Procurement Program (GNGPP) Contract# 467 - 051 - 203506: Brent, in conjunction with Utilities Analyses, responded to a "Request for Proposal" being advertised by the Georgia Department of Administrative Services; outsourcing the procurement of deregulated natural gas and related management services. ❑ Georgia Municipal Associations (GMA) Natural Gas Purchasing Program 2004: Brent developed and manages the GMA's natural gas purchasing program with more than 100 entities. This Agency,for commodity and transport management, lowers risk and cost of gas to participants. ❑ Account Executive: Brent was selected in 1996 to help with the start-up of an "energy marketing" firm (i.e., Energy Spring, Inc.) which operates as Georgia Natural Gas Services, an affiliate of Atlanta Gas Light Resources. Within six months placed more than 22,000 dekatherms per day of gas sales. He resigned to offer the end user objective representation and guidance through deregulation. ❑ Manager Major Accounts / Atlanta Gas Light Company: Brent managed five sales engineers serving 238 major accounts. He negotiated 23 bypass contracts successfully protecting more than 30% of Atlanta Gas Light's entire industrial load form leaving the system. o Director Commercial and Industrial Marketing / Atlanta Gas Light Company: Brent led a staff of 50 marketing and sales employees in implementing marketing of sales and transportation programs to commercial and industrial customers. He was responsible for shaping and influencing regulatory strategies, as well as, marketing policies for the company. Brent earned the reputation for understanding and supporting the needs of the customer. Other accomplishments include the unique natural gas Integrated Resource Plan, participation on Atlanta Gas Light's Regulatory Strategy Committee and competing with electric utility incentive programs. 20 RESUMES OF KEY TEAM MEMBERS (CONTINUED) KIWIN D.SHAw President Utility Rate Consultant Years Experience: 20 Bachelor of Science Building Construction Georgia Tech Kevin Shaw has been the Project Manager on several large governmental projects requiring direction of several utility services. As a consultant, Mr. Shaw specializes in advising on negotiating with electric utilities. Mr. Shaw has been able to serve UAI's clients by assisting them in being strategically positioned for future electric deregulation, creative rate applications/negotiations and in understanding the local regulatory environment. ❑ Project Manager: DeKaib County Schools, Miami-Dade County Public Schools, Clayton County Schools, Cherokee County Schools, Houston County Schools, and Richmond County Schools. Mr. Shaw's responsibilities included, but were not limited to, coordinating the analysis, implementation, negotiations and monitoring of the most cost-effective rate/tariff schedules offered to the school systems by various utility service providers. In general, utility cost- savings were realized at every school system. Significant savings opportunities were discovered in electricity and natural gas, at a number of the school districts. o Project Manager: Commonwealth of Virginia Utility Audit, analysis of over 11,000 utility accounts (electricity, natural gas, water and sewage, and waste disposal) among 330 utility providers consisting of over$125,000,000 annual utility expenditures; oversaw the development of a customized database for tracking of utility savings and reporting of findings; UAI was successful in negotiating several substantial refunds on behalf of the Commonwealth of Virginia. o Project Manager I Consultant: BellSouth now AT&T Southeast, analysis of 45,000 electric accounts on a monthly basis for recovery of refunds and negotiating alternative lower rate that produce on-going savings. UAI developed proprietary software system at the inception of this project, Utility Tracking System, now used for all clients. Documented results of savings and refunds have far exceeded expectations in over seven figures in cumulative savings. a Project Manager I Consultant: United States Postal Service, utility tariff study involving over 200 facilities and 6 processing plants in Georgia; accounts analyzed were electricity, natural gas, and water and sewage. Mr. Shaw was extensively involved in negotiating numerous ongoing cost- reductions from the electric utility providers including creative applications providing a win-win outcome; refunds and other ongoing savings resulted in the other utilities. Savings over a three year period exceeded $600,000. ❑ Project Manager/ Consultant: Cobb County Government, electric rate structure analysis of 300 accounts served by three major electric suppliers in Georgia; assisted in negotiations of a new rate that was not previously offered by the utility; provided recommendations involving creative applications of electric rates after utilities had conducted their own analysis. o Project Manager / Consultant: The Atlanta Journal and Constitution, analysis of electric, natural gas, water and sewage, and telecommunications has provided cumulative savings which now exceeds over $3,000,000; provided consulting on negotiating several refunds from various utilities; enhanced relationship with utility companies. 21 RESUMES OF KEY TEAM MEMBERS (CONTINUED) • THOMAS W.LoRIA,PE Manager of Research Utility Rate Consultant Total Years Experience: 33 Bachelor of Science Systems Engineering Jacksonville Electric Authority University of Florida, 1974 Planning Engineer 1974-1978 Municipal Electric Authority of Master of Science Georgia(MEAG) Business Administration Manager Georgia State University, 1982 Generation Planning 1978-1990 Utilities Analyses, Inc. Professional Affiliations: 1990 to Present Institute of Industrial Engineers Senior Member Mr. Loria specializes as a consultant to industry in the areas of rate analysis and research, as well as "Cost of Service" reviews. Specific clients include: Martin Marietta Aggregates, Miami-Dade County Public Schools, Cobb County Government, BellSouth, United Parcel Service (UPS) and Marglen Industries. a Research Manager: Miami-Dade County Public Schools, developed a customized database created to accurately measure the school district's "real-time" usage. Mr. Loria's noted investigative capabilities were focused on extensive projects designed to verify the electric service provider's cost to serve the applicable schools. in Research Manager: Commonwealth of Virginia Utility Audit, responsible for coordinating the findings generated from extensive studies of 330 utility service suppliers' tariffs filed with the Virginia Corporation Commission. As a result of Mr. Loria's research, the Commonwealth of Virginia reduced(per-unit) charges for electricity and other utility providers' services. o Research Consultant: Cobb County Government, Gwinnett County Government, the State of Georgia (GEFA) and United States Postal Service. Mr. Loria's investigative research afforded the identified clients with the assurance of knowing significantly lowering "pricing" for applicable utility services was definitely available within their geographical territory. a Project Consultant: Performed extensive reviews of electric rates for the majority of the aggregate companies doing business in the Southeastern United States. o Research Consultant: UPS, Mr. Loria reduced unit costs at a major facility previously operating under contractual rates. o Research Manager. Reviewed impact of 2005 PURPA revisions on rate options for various clients. a Research Manager: Reviewed market structure in deregulated area of the United States. 22 RESUMES OF KEY TEAM MEMBERS (CONTINUED) KATHY H. COUPER Utility Rate Analyst Consulting Services Total Years Experience: 20 Bachelor of Industrial Engineering Oglethorpe Power Corp. Georgia Institute of Technology, 1987 Power Rates Engineer 1987-1993 Masters of Business Administration, Georgia State University, 1991 Independent Utility Consultant 1993-1998 EnerVision, Inc Rate Consultant 1998—2002 Utilities Analyses, Inc 2002-present Kathy Couper has worked in the utility rate industry for twenty years. Ms. Couper specializes as a consultant to commercial and industrial clients in the areas of rate and cost analysis. Additionally, she also negotiates with utilities for the lowest cost billing options. Clients include BellSouth/AT&T Southeast, DeKalb County Government, LaFarge, Circuit City, Home Depot, Carmike Cinemas, DeKalb County Public Schools and United Parcel Services (UPS). o Project Manager: DeKalb Country Government and LaFarge, Inc, Provide monthly electric and natural gas cost reviews, as well as, alternative rate opportunities. Obtained $150,000 savings in electric costs. o EnerVision, Inc: Provided wholesale and retail utility rate design and analysis to approximately 15 electric cooperatives. Developed and analyzed"cost of service" studies. o Independent Utility Consultant: Assisted in the development of Oglethorpe Power Corporation's revised wholesale electric tariff to meet FERC formulary rate requirements. a Oglethorpe Power Corporation: Responsible for designing and analyzing Oglethorpe's wholesale rate to 39 member cooperatives. Provided rate analyses to prospective industrial clients locating in the State of Georgia. 23 RESUMES OF KEY TEAM MEMBERS (CONTINUED) DALE K.HUFF Director of IT Utility Rate Consultant Years Experience: 19 Bachelor of Electrical Engineering Georgia Tech Member of Institute of Electrical and Electronic Engineers (IEEE) Dale Huff has been in the utility industry since 1988. He developed expertise in electricity metering through development of precision measurement systems in use today in solid state metering equipment. After joining Utilities Analyses in 1996, Mr. Huff developed new client contracts and performed savings analyses for both commercial and industrial accounts in all areas of utilities. In the beginning of 2000, Mr. Huff took responsibility for IT for the firm and has overseen the development of our custom Utility Tracking System (UTS). In addition to IT, he manages multiple analyses. o IT Director: Implemented networked computer environment to allow internal use of rate calculation engine with national rate library. Designed and managed development of custom Utility Tracking System (UTS) based on Oracle database structure and including web-based reporting for clients. Mr. Huff oversees the development of proprietary data analysis tools and custom electronic interfaces to major bill processing and bill payment firms. a Senior Analyst: Successfully managed major projects for Home Depot, with over 1500 locations nationwide. Currently managing another nationwide retailer with more than 700 locations. These retailers have realized savings in excess of$350,000. a Senior Analyst: Presently managing data acquisition effort and rate analysis subcontract of the State of Georgia — Georgia Environmental Facilities Authority (GEFA) energy management program which will encompass managing in excess of$100 million in utility spend. o Senior Analyst: Presently overseeing the energy management program for the State of Georgia Department of Corrections. Savings are now in excess of $750,000, over the life of the multi- year contract. a Consultant: Contracted clients and performed rate analysis for more than a dozen commercial and industrial customers resulting in more than $50,000 in refunds and more than $100,000 in annual savings. o Independent Contract Engineer: Designed and managed production of a custom RS-485 communication interface to allow multiple meters to participate in a communication network. Acted as a subcontractor for engineering firm that gathered load profile data from substation/industrial metering points around Georgia. a Senior Design. Engineer (Schlumberger): Designed precision electricity metering systems including Quantum, Vectron and Quantum Q1000 models. Participated in development of ANSI standards for metering. Helped design system loss compensation models to integrate into metering systems and software. 24 APPENDIX 1 — SAMPLE REPORTS DASHBOARD VIEW AT LOGIN UTS Client Experience-Microsoft Internet Explorer MD Elio Rik !fen Favonles Tools Uelp *Fav zr ®Bede-- El A 4 i P 5earrh erCe .�I. ®..4.� E - r� C.oagIe. Address Nattail AnbYrus® . DEMO --_ -- 1 -P� --- PI Dose overview or = _-::-.,.•. - - . r 7n TT Utility Tracking Syste etailed reports UAl --' --r Overview I R-Sorts I Print I Help I Search I ContactUs I DowrloarlReport I Lepel V1-„",^„'1•, Choose Group 10;� ALL • OCust C,USage C,Increase 0CasL/Kwh l.. 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Ej(411�Ilil ;a p Goose: w l©wand, •i to » 'Address t—. 0Go i Nmtan AntiWus DEMO _=— P 4��"'_•,� - . Utility Tracking System . __. M Overviecv I Reports I Print I Help I Search I Contact Us I DavoicedReport 1 Legout __. DEMO Billing/Usage 12 Months andutgDeo2004 t r '- Mavl,.e.:7.1 , ALL FACT ITIES ALL ACCOUNTS Service T pairmr.,..)r-v.. ...... ..... YPm ELECTRICITY f' Page 1 of 20 pager I PI, j:' I. Dtnty El.ar Aeeo_unt, Amoemt Deena Cents/kilt ALL FACILITIES r 756 10t1(TN)UGHd 6 WATFR,are OF FACLRY702-TRSVTON 9433526469 $128 17 75353 _- i- PACIFIC OAS 8 ELECTRIC FACdJM60-FORT BRAGG 8971807016 $38,761 18,662 207.81 AILACCCUNTS EI t. NSTAR ELECTRIC FAC9-ITY352-DEDF44M $31502984 $8,662 5,540 15397 S4ESTELEC1AEP FAC9_RY31-TEXARIWNA 2761903986 $119 155 7fi91 LA DEPARTMENT OF WTR AND PWR FACILITY86,LOS ANGELES 4f92171467 R39 342 6955 NORTHERN IDIANAPSC FACLITY276-HAMMOND 2924928628 06 10 55.30 - t E 4ERGI FAC IJTY808-GR�•�r E 1619747262 $265 515 .51.42 _ I SODA 5756403,CITY OF FACAJTY264-SODA SPRINOS 3247365450 $566 1,245 47.10 h . NSTAR ELECTRIC FACWTY352-DR3HAM 0322623636 51,752 4,160 42.13 PACEIC OAS 5ELECTRIC FACILITY82-MM. GED 3596144690 $00 278 31.68 !STAR ELECTRIC FACIITY359-WATERTO44N 4E91710625 $617 2,014 30.62 i 1. IECO FACA.ITY224-140 7978297865 92,862 8,437 30.33 { P4TPRELECTRIC FAL7UT1354-SAGAMORE 5237607337 $69 241 2892 . LANDIS,WAN OF FACILITY468-KANNAPOISS 4837853233 $155 585 28.46 PACTIC.OAS a ELECTRIC FAC81TYT5_OILROY 4057997771 $726 2 905 25.07 r FLORIDA POWER AND LIGHT FACRUTY154-BRADENTON 8799743309 S247 984 25.06 .. FLOROA POWER AND WHY FAC$Rl'187.SAINT AUGUSTUS 0803665872 $166 720' 23.03 FLPARCORP-PROGRESSENERGY FACNTY191-ORLANDO 9825585499 5274 1,265 21.64 i:` '' PAW7CGAS8Ei.CTWC FAClL1TY94-ROWIERTPARI( 0316902968 $1,326 5,135 21.61 i [. 1IECO FACIUTY226-KAHUL I 4837571012 $18,493 69,280 21371 i.;. PACIFIC GAS AHECTRIC FACI.ITY65•SAN LUIS OBISPO 9959216902 $2867 13,891 2054 I. UTAH PIMWT-PACPICCRP FACRRY755-VERNAL 0325882686 $1,337 6,487 20.62 Li 26 APPENDIX 1 - SAMPLE REPORTS ACCOUNT LEVEL VIEW SHOWING VARIANCE FOUND l UTS Client Experience-Microsoll Internet Explorer ODD Edt Vrew Facades rods fiat Sd ®Back • 0 - E. 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Clty,State,Zlp•SAN FRANQSCO CA 12345 Service Type ELECTRICITY RV FACL83-LOSAr4CaES ®h-_- I' _ , -. .!.._, _ _ 1 ' FACILITV94-NEVl911RYPARt(al f FACILRV85-OAKUM It [ Service finding Daya°r 'Mtge clue ill Amours CentsNnil Service Demand Demand F- ►BSDSANI'RARCtNCO MD rr. 1/9/1004 30 163,560 0 0 $27,920 1352 FA0.RVB6-LOS ANGELES ® r 2a/2004 30 188,240 0 0 322,805 13.60 Q FAfTV88-PALM SPlS4GS mu f' 30112004 30 174,000 0 0 322,267 12,80 _ FAClI1Y89-Ol1TR,Y 4A2004 28 156,720 0 0 $18,289 11 AA �; 511021104 30 164,840 0 0 119,781 12.01 FAcureB0-ONTARIO trar t.. 6110/2004 30 168.200 0 0 920,348 1224 ` FACIIrY91-RDGECREST Q 7/122004 31 1BO,602 0 0 $10,574 12.17 e11052004 28 150,240 0 0 319316 aflame 1236 FAC8ITV92-RIVERS1)E d I. 9192004 29 162,840 0 0 $19i696 Found 1222 . FACLRV93-RICHMOND ® I 10182004 28 1. . 0 0 Mail..- --- i,: FACLITY84-ROHNERT PARK P 1182004 30 162,720 0 - 0 320,012 4230 f.: EACLRV95_VVES7 12Af2004 30 171,360 0 0 520,075 11.72 i-. ffEi SACRAI4ENTO --_.. .- ---....--•----'--- : FACLRY98-VVPST10 Total: 354 2,013,202 WA WA $253,889 WA SACRAMENTO - Maximum: 31 199,960 0 0 $29,526 1427 i- FACLITY9/-SALtMAS -' Average: 30 167,774 0 0 $21,157 12.61 {. • FACLILY98-SANTA MAARLA ,j - r...`. _ _-___ - '=, r _ _ [ a I RYs9-SAN FRAN9 CO _ 27 APPENDIX 1 - SAMPLE REPORTS USAGE PER SQUARE FOOT AT REGION LEVEL a UTS Client Experience-Microsoft Internet Explore' ..Q.E7gi Ilie Ed Mew NvOnlas Tads Lle/p it •- • 0 Bad( • C41 - 32 M 0 IP Search *Favortes 43 1 0• a 53 - D GP lia IS 1 . Googec me;., Search •i 0 )7' .1 Address I tv El Go i Radon g• [DEMO •--.,:r...,:::•:-i.F.-5,-.9.1:1-,,:,:..--xmaggr:T4--ii-eurr.:rs---,r—TrA,•:;-,-i.4:..-..,:••••••, ,,.F.::.•:•-•i•rp::5.7.,,;,z,h.r.-:-.-3.$- :;,...:;.-,4•,,,-•••,,,",..-'•"•—• . Utility Tracking System CA! Overview I Reports I Print I Help I Search J Contact Us I Damtrioad Report I Ole" 41 . ...... . ..... . i . DEMO BillinglUsage 12 Morels entfing Deo 2004 ::.. • Witie..-:-"t'1 i2 lVI • ...• Divisions Sentica Typx ELECTRUTY .., •,, 81AW.:;771-Dec 2004 It] *.---•-• :.-- .:., .sehig.i.Dfrii 1 mcrRicrrY i . .. .• t •I*1TYPeZ UntlithagS 1,7: I: Faailay Group Irant. Amount lima! et 1.14entinS Ft ... ' -". •. " • DirittauiloN cittams $4,878,59.8 68,6a2,180 1889 Status Filer 7... v i 1 I ..j .•...• 69 1410-AILANTIC-0 $5, 9,743 98,655,545 jUsageillfIdenc•IYA i.. 1/V5S7-2 55,679,364 81,949,120 7.81 1... I VieW Typx I Report+Graph 1,4 NORIH.7ST-1 $1,1E0507 17,503,043 6.09 ._ I .IfraW Rows: 50 IY: NORTHEAST-5 55,625793 70,272492 523 trodaleRordall I MENVEST-4 33,452,185 54,749,029 5.35 ,.. SAs7-7 57,640,708 112,078,140 4.02 • f.rfi-if itlitififigif.P.Affeditif; I- SOU7111857-3 $615017 10,305,370 3.77 .• Page Total: 535,494593 494,275,394 avg.rag •• ,'- Report iota $35,494,593 404,275,394 avg.7.99 r :•. t -1-.. -.-., s.;:i:....1:..r.'; ',:':.....i:ji,;,.4.:::..........- 7...i....:,.=•:.,,ili::'%,:'rl......:•'':::.2'•••'-'-''...,.'' • .:,.4-'::...:.:::=r.;',:7-'.4-472....i2.;:r'..040gD6194.,::...!...:.,7..''••":..:5':V. "-ff'. ...::'..:-' ..t.. :-.- t... , r iisrc:iiiiii:,:--.,i,..c..i.t::::.--tr."-... -.-...f..:•-•.:-.,-1';t';:....--: ••--"=".::a.A.:E;I: .._........ .- ._. .... . 1 . ' I.- -trtti•Attrint. aaa t immisll:--:-...-r•--4-•. .. . . ... . ... . . . LI ; Itforthwe'stA MOW .1 1 b ===x-...... 28 APPENDIX 1 - SAMPLE REPORTS SAVINGS BY REGION OR BUSINESS UNIT OVER 12 MONTHS UTS Client Experience-Microsoft Internet Explorer. QK10 D File Edit View Favorites Tads Help IV - • Back , '0 - E Google. iv,!El Search .1 ID ” i Address I V. 0 Go i Norton AntiVirus 13 - ..._._...._. . . .... . DEMO --.....r-,-t-74q71.2n7;„7-417,,Et,Ei..t:=,-=-4,4-i.1.772tfit.titttK-t.-.:,.. -:•.:'::'.K---•:,,.' ,PT,, •:T....:.''r •-`7- ' ..'!- : ••.*----•..' UAI .41:, Utility Tracking System . •• • • - Overview I Reports I Print I Help I Search I Contact Us I Download Report I Logout El kifkikr:- .11-----------E,-*1; ..r.-.4:.:/:::•:;:.....', - : 13u12004 IX,1 . Actual Savings 12 Months ending Jul 2004 Divisions Service Type:ELECTRICITY -,... ,... •:! .$eifiii0e!fipei ELECTRICITY elicit 7.00: I Actual Savings [yjl facility Group llama 1. 1.111g. Old Rate Hew Rate Actual Savinas .:-.. , 5**Mar':. •••! 1.1 71 : 011THEAST-7 36,274,632 22,506,727 52,283P01 $223,696 ...• tAEST-2 20,921,764 52,203,568 $1,998,409 5205,159 .::. ir ROSiMt $11D-A1LAIIT1C-6 31,845,717 02,009,806 51,825,284 5'164,522... view Type. Report+Graph iv3 NORTHEAST-5 15,927,061 51,844,505 51,674,285 5170,300 •— I View Rows 20 ir?; . DISTRMITION CENTERS 21,672.217 $1,285,559 $1,161,724 $123,835 Update Report . NI/NEST-4 14,343,666 $1,890,214 0909,180 591034 , NORIHNEST-1 4,5E15.400 $340,656 $310235 $30,421 4-'04(41343(iitgilliaCkgi'g ... SOL6HVVEST.3 3,341,527 5200,361 5272,660 $27,501 ;..,,. Page Total: 148,911,977 $11,491,396 $10,434,928 $1,056,486 * Report'Total: 148,911,977 $11,491,398 510,434,928 $1,056,468 F, ...... ,... . '-']::,..:447'i.,.!:::f:-.K.:::;f: •;- Z0E4OlDhialatii7! 3.T4:. ......: ,,,,..,...,..i.,..,.. ..,...,,..yg.,.7.L..,,,,,,17.r......,..,,,,•,,,4* --.,-gr,r;Ty.4.7:...,a=,::::,1,,,v, • [..f'"-;:z•c'• 4i14'•-..':-..:t,•• .r; -:1-7.,-. •' :::.....: •.F -.s,..:.. .,,-.• . :. , F.. :....:*t:I., .;•::f-''-: •i-*1----!:,- -. •--t:. .; :-.1-"- .-.. t . . ,.. i Wid.Alterrii. O.i. .,,,1;,,.,,:zi.,,:-,..;-:.,:::'..--',_......;::'.'•:::•.-.:i ,,,1.-• • . I• . . . .• itt • .. . Northeast-5 r , . _ = r,•_•,, 2s. e -. " ' ;O:6 microsoft Outlook ...: .:j RIP Evaluation 2045.y.ls -,'..:3 Internet Explorer -, '-74!'RE:Utility Trackno D... f-ihr, 3:01 RI 29 0£ Wd Lo:S —`>, "'O 6ut"loerl�ljif1!32!••*,.- "mfdX3Iawy7JI E',' cr'SOOZ uo9enien3 drd�i-1.• '000nO alosorlN 9 0 - • 0. fs a.IS F i 9 - —e_. q EoD JF8 49e0L$ E69'6994 09L'OELt LLI'PSZt :1e1o141odati tskOL9 E69.999s 09L'OEL4 ZLL4L$ZL :10;0100nd 666'S3 EEZ'SSS DLO 968'Z 69Z'OBdt DOOJIJL ZL9'Ss L5a'ES 6Z9'6S4 Zl6'L steno'L . .600r,100 . . 961.'96 841'6S4 619'9S4 Z16'6 6101410.1 6000rJS 66E's4 46I'es4 Lts'Ls4 689's 8oE'Z66 6007/7o eats OLL'084 eee'6S4 60L'Z 9ES'696 DO&IWE 099'94 Z1Z'864 006'65$ ZSL'Z 90S LIB 60ortt'JZ • SZL'94 LOL'ES4 LE9'6S4 99PZ 0Z1'SSO'L 600IIStL '-T= } Ihf:=-- set'et 81$'ZSS 61E'9Ss 0 06L`9EdL EOOZtt'JZL • Irod9119WPdll 6t8'S4 01S'9S4 68E'Z98 0 mind E007J1fJ01 1 ^. OZI EnnollrnaAA LSd94 6oe'L54 term 0 91,9'leo'L EOOUIrOL i [ `A?ydeig+Waded d4.1.AftetA: 69I'94 tZ9'L94 S9L'EL$ 0 9 Vas L'L E00Zf7J6 1 etVett •6S2694 meat 0 LEVEEL'L V8 E00U I_44 - vol ... • e6ulnes luhpV 01t:11 Mall atey me Mumma we a e0 hu!Pu3 aalnies 1. [ '. •-< :agd nl S6ulneSienpV adl4.ii . n; A1D11117313 ac1.41 4:01 IS L6Z6118L aun000y : _: - MI 313adAlt S ORld1NO-Lektr w:Am d dINt1O�IlVJ ^� - ,_ _ •- 6006[ivbulpua s Jow LL s6UInt;$IBfl '' own31 :::' . „ o of I ttedati Peolutna I s11 ppetuoJ I Tien dlaN I WPd I spodati I Malnrano _ . Ivlfl ; • wals�tg 6u1 �1 !IUn >;_ _ a _ � • 0113G . " sruyiguy uO;10N: eg nl ssa1PPV 1 « i 4Pwa5 `J wl d ® _.. ❑ _ 1 `J . it-9 63 © - ® tt .0 I sa}uane� �rra5 I�.,, © a - - Viva Jiii : d18N ,s 3O1 STVOAPA r2.A 1P3 eP3 i lJ Lo.D JeJoidx3'Owe-it ijosoJolYl-aouay8d%3 tua43 Sin �o�ZI x1Ao sunoDD �n�uaRJ s Nv,LN Sf MLAV S.LZIOd311 anIdIAIVS - I XIQATaddy (1) City Termination for Convenience. Under this paragraph, the City may terminate this Contract during its term at any time for the City's own convenience where the Contractor is not in default by giving written notice to Contractor. If the City terminates this Contract under this paragraph, the City will pay the Contractor for all services rendered in accordance with this Contract to the date of termination. (2) Termination for Default. Either party to this Contract may terminate this Contract as provided in this paragraph if the other party fails to comply with its terms. The party alleging the default will give the other party notice of the default in writing citing the terms of the Contract that have been breached and what action the defaulting party must take to cure the default. If the party in default fails to cure the default as specified in the notice,the party giving the notice of default may terminate this Contract by written notice to the other party, specifying the date of termination. Termination of this Contract under this paragraph does not affect the right of either party to seek remedies for breach of the Contract as allowed by law, including any damages or costs suffered by either party. NOTE: It is understood that payment of the service fee for credits received by the City after either the expiration or termination of the contract as a direct result of the audit consultant's efforts and actions shall be due and payable to the consultant,regardless of the time elapsed in receiving the credit. 6. Financial Proposal A. Service Fee Structure: The City expects to build a mutually beneficial partnership with the selected bidder.An essential step in this direction is the establishment of transparent financial terms. Hence, the City requires that all financial proposals be based on a percentage of the savings recovered from the billing audit process. Agree Disagree Service fees shall be calculated on the basis of actual savings (credits) on existing utility billings, and not on any future savings realized as a result of corrections (i.e., electric rate charged at a particular service address)made by the service provider as a result of audit consultant's prior claim. Bidders should present their fee structure in a clear and concise way. The City will consider both flat percentage fee proposals and tiered percentage fees tied to aggregate savings levels. B. Definition of Savings: Bidders should provide a detailed definition of all types of claims that they will process against electrical providers,along with their respective fee structure for each of type of claim. Unless otherwise specified, the City will assume that bidders will collect a fixed percentage of each credit issued to the City only once,with no recurring charges ever being linked twice to the same claim once processed. C. Payment Terms: In no event will the identification of billing errors determine payment of the service provider's fees. Service fees will only be payable after credit claims have been processed by respective providers and upon actual recovery of such credits by the City. D. Proposed Fee: 6 ATTACHMENT A VENDOR QUESTIONNAIRE A complete response to this questionnaire must accompany the RFP. A response such as "See Proposal" is not sufficient unless there is proper reference to the specific section of the proposal addressing the question. Please be specific in your answers. Attach additional pages, if necessary, with reference to the questionnaire section and number to which the response applies. NOTE: FAILURE TO RETURN THE QUESTIONNAIRE WITH YOUR PROPOSAL MAY RESULT IN THE RESPONSE BEING CONSIDERED NON-RESPONSIVE. Deviations 1. Does your Proposal contain ay deviations from the general terms and conditions, or other provisions of the specifications? If yes, provide details in a separate cover letter. Otherwise, confirm that you have responded according to the Proposal's conditions. Yes ❑ Noo Fees 1. Are the fees quoted in your Proposal firm and guaranteed over the audit review period? Yes No ❑ Company Overview and Background 1. What experience has your company had with performing utility billing audits for public sector entities? F foçSck F-tE 5 5-- r1 2. How long has your company been in the business of performing utility billing audits? 4 4- titeo,,,r5 3. Briefly state your business objectives: ,�TO i dSGk.( r - s 2-1 31 LE 4. Provide, individually and in total, the number of utility billing audits your company has performed over the last 5 years along with the amount of refunds recovered for your customers over this same time period. Ovet .+(„ [aS'k- y`Ie uPi\ S LA01/41 k ec[ Fur ova 3S e l",2.kA-As A.;, lA., 0'Ve.� (00loco cwCco S , G✓e Lye cLsc„e,,,ed ove 2-)00 Q c c o 13 4 r re 1u--..t c _d c .-�e d ova+r 4tcvu ac ca,,15 4 f aw of r��tes. c j i L S 1°-ad.u<e8 over 70 ,A.w11;o,� r•A if f_tmele"`:L SAu:%AM f AA-CIOver ji 8' ik. 1I;w ;IA f. _c/S_ 5. Briefly indicate the main attributes that differentiate your company from your competitors. P �, , 1 Q�ce.. t3 �.`CA 114- C 1 of 3 6. Is your company a subsidiary or affiliate of another company? If yes, please explain and provide full disclosure of any direct or indirect ownership or control by any administrative service agency. N 7. Describe any pending arrangements to merge or sell your company. Project Details 1. Who will be assigned from your company to manage and oversee the City's utility audit? Attach resume and list of clients they have;�jreviously managed. 4 (� 2. Describe how you would manage all aspects of the project to ensure all goals and objectives are met in a timely and efficient manner. ? f occ J \ekcii. l©•- t Z. 3. How many associates/team members will be assigned to your Account Manager to assist in carrying out and completing this project? Attach resumes and clients they have previously served in a similar capacity. Dee_ Me 1�ru o S�'1 \```re- 2 k 4. Describe the methodology and technology you will use to conduct the billing audit process at the City. prrpcsc ( pc,k_ort tO --t2 5. Indicate how soon your team would be ready to start the audit after an award decision has been made. 6. Describe the type of support required from the City and the time needed to carry out the various tasks necessary to accomplish the audit. p S c,. �c�c � Additional Items 1. The bidder should provide the following additional items with their response: • A statement of your understanding of the project and general description of your proposed approach to the project's scope of services. • Identify type(s) of errors typically found during utility bill audits. • A detailed work plan outlining each required task necessary for completion of the project described in the project scope of services. • A description of the proposed schedule for completing the scope of work. References 2of3 ]. Provide the names and telephone numbers of five (5) clients with whom you have had a working relationship, as a reference for the City. (Preferably, the references should be other governmental entities, and should include the amount of savings each customer realized, and the approximate size of the entity—by population and number of utility accounts). 01_2. r1/4) 3of3 CITY OF PEARLAND CONTRACTOR INSURANCE REQUIREMENTS&AGREEMENT REQUIREMENTS Contractors performing work on City property or public right-of-way for the City of Pearland shall provide the City a certificate of insurance or a copy of their insurance policy(s) evidencing the coverages and coverage provisions identified herein. Contractors shall provide the City evidence that all subcontractors performing work on the project have the same types and amounts of coverages as required herein or that the subcontractors are included under the contractor's policy. All insurance companies and coverages must be authorized by the Texas Department of Insurance to transact business in the State of Texas and must be acceptable to the City of Pearland. Listed below are the types and amounts of insurances required. The City reserves the right to amend or require additional types and amounts of coverages or provisions depending on the nature of the work. TYPE OF INSURANCE AMOUNT OF INSURANCE PROVISIONS 1. Workers'Compensation Statutory Limits City to be provided a WAIVER OF Employers'Liability $100,000 per occurrence SUBROGATION and 30 day notice of cancellation or material change in coverage. 2. Commercial General (Public) Personal Injury - $1,000,000 per City to be Iisted as additional Liability to include coverage for: person; Property Damage - insured and provided 30 day a) Premises/Operations $1,000,000 per occurrence ; notice of cancellation or material b) Products/Completed General Aggregate-$1,000,000 change in coverage. Operations c) Independent Contractors d) Personal Injury e) Contractual Liability 3. Business Auto Liability to Combined Single Limit-$1,000,000 City shall be provided 30 day include coverage for: notice of cancellation or material a) Owned/Leased vehicles change in coverage. b) Non-owned vehicles c) Hired vehicles Certificate of Insurance forms may be faxed to Purchasing Department, attn: Cherish Bradley, Q 281-652-1738, phone 281-652-1790. Questions regarding required insurance should be directed to Bob Pearce, City of Pearland Purchasing Officer,(281)652-1668. This form must be signed and returned with your quotation. You are stating that you do have the required insurance and if selected to perform work for the City,will provide the certificates of insurance with the above requirements to the City. A PURCHASE ORDER WILL NOT BE ISSUED WITHOUT EVIDENCE OF INSURANCE. AGREEMENT I agree to provide the above described insurance coverages within 10 working days if selected to perform work for the City of Pearland. I also agree to provide the City evidence of insurance coverage on any and all subcontractors performing work on the project. Project/Bid# 0 1 , 0 Company:U t e5 AAcSA-0.e 1)Jet . Vendor#(if applicable) PrintedName: 5 Signature: --� Date: �/ I -[7.-U1 0