HomeMy WebLinkAbout0279.094"
Tll& HONORABLE CITY COUNCIL
Palo Alto, California
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ConGultant Servtct} Agreement fQL£lliQ_nniIl9. __ k~...cJ, __ Lt~-'t __ G_IDL..rutd __ h'.M.!ll:
,Bud Use Surveys and Porecast.ing
Members of the Council:
This report requests that Council authol:ize the Mayor to execute
the attached agreement with Resource Management Intern;:ltional
(RMI). in the amount of $95,000, for developinH and impleNenting
det-:.liled end use su:rveys of Residential, Commercial and Industrial
utility customel"S' electric, gas cmd water applications. This
information is required (for gas and elect:d-c USC!)} by the
California Energy Commission (eSC) as pa:rt of its ongoing
forecasting and planning process. For all three utilities, this
project will provide a det.ailed 20 year [orce,Hit of consumpt ion
that will be us(!ful for prepa:r:ing Integrated Resollrce Pldns URPg)
and for the design and marketing of customer efficiency Demand Side
Management {DSN) pl:ograms. Funds for these services iH'C included
in the FY 1993-94 Utilities consultant Services Budget.
Discussion of Consultant Services J • .n--.fuld Une Surv~-.an.tL~n4....IJi'!.e.
Forecasting
Staff used the Request for Proposal (RFP) process to 601 icit
proposals from consultants that have developed a respected
expertise in End Use surveys and forecasting. RFP.o were mailed to
tw'enty four consultant. firms. Eleven firma responded with
proposals to provide these surveying and forecasting oe:t.-Yice.9. The
proposals were reviewed by utilities staff members 'W110 selectE':d to
interview the following four firms: Resource Management
International (RMI); Regional Economic Resea:t."ch. Inc. 'RER) I Nb."OS,
Inc. and ADM Associates, Inc. (ADM).
Teams of representatives from the (our firms were interviewed on
April 12 and 13, 1994. The se!ection committee l."eViewed the
written proposals and the responses to the inte:rview questions.
After further negotiation with the top contenders I the selection
CMR:279:94
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committee recomme>nde approval of an agreement to use RMI to provide
the requested services <in the attached acope of work.
The end us',e data collected will indicate the magnitude of \~ater.
gas and electric consumption required and forecasted for meeting a
wide variety of customer end uses. Staff envisions this work being
repeated at approximately four-year intervals to update infol':mation
and track emerging trends.
Staff l.'ecommends that Council authorize the Mayor to execute an
agreement with Resource Manas'ement Int.ernational, Inc., in the
amount of $95,000, for the provision of consulting services for
designing and implementing end use surveys and developing end llse
forecasts fol," the Residential, Commercial and Indust.rial Clistomer
classes for water r gas and electric applications.
Respectfully submitted,
~;;;a
r.-, TOH }lABASH!
Ma~ger~ce Planning
F.DN1J. r.JRIZEK
Director of Utilities
VttnL F~3~
JUNE FLEMING
City Manager
Attachments: Agreement -R~H
CMR;279:94
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BB'l'WSBN 'l'!!I! CITY 01' PALO ALTO
J\ND Rl!SOURCB KANAGJO<!<EN'r IN'I'l<RNI\TIONAL. INC"
FOR UTILITY CONSULTANT SERVICBS
THIS AGRBHMRNT is made and entered into this day of
• 1994, by and between the CITY OF PALO ALTO, ~a~m~u~n~i~c~ir.pa~l~C~O~l~~~r~a~tion of California, hereinafter referred to as
• CITY j. and RHSOl]RCB MTiNAGEMBNT INTERNATIONAL, INC. (Taxpayer
Identification Number 94-2611224), a California corporation, with
office-a at 3100 Zinfandel Drive, Suite 600~ Sacramento, CA 95670
hereinafter referred to as ·CONTRACTOR~;
WHBREAS, CITY desires certain services, including a
survey of energy and water usage in Palo Altoj and
m-IERBM, CITY desires to engage CONTRACTOR to provide
these services by reason of its qualifications and experience for
performing Buch sezvices, and CONTRACTOR hag offered to provide the
requir.ed services on the terms: and in the maimer set forth herein;
NOW, THERBFORE, in consideration of their mutual
covenants, the parties hereto agree as follows:
SBCTIOtU_"_lli1f.llil1:llllil>
1.1 an
The term ·CITY" shall mean the City of Palo Alto,
California.
The term "City Manager" shall mean the d\lly appointed
City Manager of the City of Palo Alto, California, or his or her
designated representative.
1 " 3 G'U-.Q.JlliK
The term ·City Clerk" shall mean the duly appointed City
Clerk of the City of Palo Alto, California, or his or her
designated representative.
1.4~
The term "Risk Malla9"Cr u shall mean the duly appointed
Risk ~oianager of the City of Palo Alto, California, or his or her
designated representative.
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Exhibit
attached
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The tet:rn '·Project-shall mean the services described in
IIA·, entitled ·Scol'e of Services and Time Schedule".
hereto and made a ~~rt hereof by this reference.
. S mlOtL;Lo.l'~.CQQ1!J2l.1lAUQll
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The City l-'..anF.lger shall be representative of CITY for all
p UL1>Oses undo .... this Agreement. TOM HJ\BA.<mr is designated aa the
Project Manager for the City ~.ailager. and he or she shall supervise
the procJreas and, execution of this Agreement. and shall be assisted
by TOM AABAT4 the senior Power Engineer.
CON'rRA.C'1\')R shall a8~ign a single Proj ect. Director to have
ovecall responsibility. for the progress and execution of this
1\g!"eerr..ent for CON'fRA.CJ'OR. NlCOI..hS PUGA. is hereby designat>cd as the
Project Director for CONTRACTOR. Should circumstances or
conditions subsequent to the execution of this Agl~eemcnt require a
substitute Pl-oject Director for any reason, thE: Proj ect Director
designee shall be subject to the prior written approval of the
project MarJagm:.
SJjQI'IOtI L.:_!'\V1'llllLQI'_J.mfIRA.crQl(
3. 1 l!l!R"'lCJlS3ILll.~.~t.'R1!lit<lm
. CONTRACTOR shall pro .. ~ide all specified services as sot
forth in l!.xhihit A.
CONTRACTOR • haU ,
3.2.1 Procyre all permits and licenses, pay all
char9~g and foes, and give all notices which may be necessary and
incident to the duo and lawful prosecution of the services to be
pertonned by CON'TRAC'roR under this Agreement.;
3.2.2 Keep itself. fully infonned of all existing
and f,lture federal, state, and local laws, ordinances, r.egulations,
orders, and decrees which may affect those engaged or employed
under thi.s J\greement l an)p lM.terials used in CONTRACTOR i s
performance under this Agreement, or the perform.:mce of the
services under this Agreement;
).2.3 At all times observe and comply with, and
cause all of its subcontractors and employees, if any, to obsel.ve
and comply with~ the laws i ordinallces, regulations 1 ordet"s and
decrees mentioned above; and
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).2:.4 Jmnediately report to the project ,Ma nag e:z.·
in ""riting allY discrepancy or inconeistency it discovers in the
law8~ ordinances. regulations. ol'ders, and decrees mentioned above
in relation to any plana. drawingA, flp~cific~ti(HlS or provisions of
this Agreement.
Any reports, informat.ion~ data or other material given
to, or prepared or assembled by~ CON"rRAC4'OR or its 8ubcontractors~
if any. under this Agl"eelllent ahall be the-property of CITY ~nd
shall not be made available to any individual or-organi'Zation by
CONTRACTOR or its sUbcontractors~ if any ~ without the prior written
approval of the City Managor',
If CIT¥ requests additlonal copies of :r:eporte. drawings.
speCifications or any other i':"Iate,,'ial 'Which CON'fRJ\CTOR 1e required
to furnish in limited qualltiti('_8 as part of the sel-vices unde:.:-this
Agreement. CONTRACTOR 131lall prov_\de such additional copies as aloe
requested and CJ.TY shall compensate CON'rRACTOR lor the costs of
duplicating of such copies at CONrRAC~)R'9 coot.
CONTRACTOR shall provide err)" with tour {4). copies ot" the
fillal l'eport required mlder this A.gr-eemont. as aet turth in S.xhibit
A, upon completion and acceptance of the l-epoct by CITY.
CONTRACTOR represents that it has the expertisE': and
professional qualifications to furnish the aervices described under
this Agr.eement. As ovidonce thereof. CONTRACTOR warr'anto that one
or more members of employees of the fil-m are lic~nsed by the State
of California imd that the services to b~ provided under this
Agreement wil'l be performed b)' them or undtlr their supervis!·:m.
3.7 ~~ WITH ADA
CONTRACTOR states that it is aware of the requirements of
the federal Americans with Disabilities Act of 1990, and the
Government Code and the Ifealth and Safety Code of the State of
California~ relating to access to public build! ngs' and
accommodations tor disabled per8on9~ and relating to facilities for
disabled persons. CONTRACTOR shall comply with or ensure by its
advice that compliance with such provisions will be effected
pursuant to the terms of this Agl'eemenL
For the full performance of the selvices desct"ibed herein
by CONTRACTOR~ CITY shall pay CONTRACTOR a total sum not to exceed
Ninety Five Thousand Dollars ($95.000), payable within thirty (30)
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days of sltbmission by CONTRACTOR of its itemized bill 111gB in
t.riplicate, in' accordance with the attached Pee Schedule, mark.ed
Bxhibit "A~ and incorporated herein by this reference.
CITY shall provide all specified sel:vices as set forth in
Bx})ibit A.
SECTION 6 -~
The services to be performed hereunder shall corrrnence
upon execution by the parties, and shall be completed by
December 15 r 1994 1 in accordance with the time Bclledule set forth
in Bxhibit A.
In the event that the servh:es called for under this
Agreemetlt are not completed \f.·ithin the time specified above, the
City Mi:lnager shall have the option to :extend the limG' for
completion. This pal:.'agraph does not preclude the recovery of
damages for dela}' by either party.
£!l£:VON B -1'l>B!1it!ll:lTQtLQ!Lill!ilPBN!ilQ!LQLAQRID,t-rntIT
B. 1 ImlliT---'lQ~l'11lLQR TERMitiATIl
The City Manager may suspend this AgL"eerr.ent, in'whole or
in part, or terminate this Agreement. with or without cal1se, by
giving thirty (30) days' prior written notice ther:eof to CONTRAC·
TOR. Upon receipt of euch notice, CONTRACTOR shall imrnedi.\tely
discontinue its performance under this J\gl~eement.
CONTRACTOR may tel:.1'l1inate this Agreement or 8u8~nd work
on the Project by giving thirty (3.01 days' prior written notice
thereof, to CIT',~, but only in the event of substantial failure of
perfo:rrnance by\~ITY or in the event CITY abandons or indefinitely
postpones the P\~oject.
8.2
Upon sud'~ Buspension or termination by CITY r CONTRACTOR
shall be paid for, all services actually rendered to CITY to the
date of such susPEl'nsion or termination; provided. however, if this
Agreement \S sUDpe~ded or terminated for fault of CONTRACTOR, CITY
shall be obligated to: .;:~mpensate CONTRACTOR only for that portion
of CONTRACTOR'S services .... ~ich al'e of benefit to CITY, as such
determination may be made b,~ the City Manager in the t"easonable
exercise of his or her discretion,
8" 3 B.H.TI.!E.N OF' MATRRIAI,S
Upon such s\~spension or termination, CQNTRAC'l'OR shall
turn over to the City Manager immediately any and all copies of
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studios, sketches, drawings, computations, and othe~ data, whether
or not completed, prepared by CONTRACTOR or its subcontractors. if
any, or given to CONTRACTOR or its subcontractors, if any, in
connection with, this Agreemel'l;t. Such materials shall become the
permanent pl'operty of CI'l'Y.
SECTION 9 -I@lil'lillI!liliLJl1J;&~
Failure of CITY to agl"ee with CONTRACTORrs independent
findings, conclusions I or recommendations. if the eame are called
for under thio Agreement, on the basis of differences in matters of
judgment I shall not be construed as failure on the part of
CONTRACTOR to meet the requirements of this Agreement.
SECTION 10 • ASSIGNMB~BRSONAL SERVICES,
~NTRACTORS AND 1ll1J~!&X.~!l.11
10.1 ~NMENT
Both parties shall give their personal attention to the
faithful performance of this Agreement and shall not aSSign,
transfer, convey r or othel:wise dispose of this Agreement or any
X'ight, title or interest in or to the same or any part thereof
without the prior t~ritten consent of the other party, and then only
subject to such tenn.s and conditioJls as the other party may
require. A consent to olle assignment shall not be deemed to be a
consent to any subsequent assignmonts. Any assignment without ouch
approval shall be void and, at the option of the other party, shall
teminate this Agreement and any license or privilege granted
herein. This Agreement and any interest herein shall not be
assignable by operation of law without the prior wt:itten consent of
the other party.
10.2 PERSONAl! SBRVICE!l.
It is agreed t.hat this Agreement is for the perrJOnal
services of CONTRACTOR and cannot be perfo.rmed by any other person
or organization.
CONTRACTOR shall be respons,ible for employing or engaging
all persons necessary to perform the services of CONTRACTOR
hereunder. No subcontractor of CONTRACTOR will be recognized by
CITY as SUChi ratheI."1 all subcontractors are deemed to be employees
of CONTRACTOR. and it agrees to be responsible for their
performance. CONTRACTOR shall give its personal attention to the
fulfillment of the provisions of this Agreement by all of its
employees and Bubcontractors l if any, and shall keep the work under
its control. If any employee or subcontractor of CONTRACTOR fails
or refuses to carry out the provisions of this Agr:eement or appears
to be incompetent or to act in a disorderly or improper manner j the
employee or subcontractor shall be discharged immediately from the
work under this _Agreement on demand of the Proj ect r>1anager.
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S BCrION 11 • NQTii:.&l1
All notices h~~reunder shall be given in writing and
rMiled, poatagc prepaidi' by certified mail r addressed as follmls:
To CITY, Office of the City Clerk
Post Office Box 10250
Palo Alto, CA 94303
To CONTt~CTOR: Attention of the Project Director
at the address of CON'l'RACTOR recited above
In accepting this Agreement, CONTRACTOR covenants that it
presently ha-a no interest, and shall not acquir.e any interest,
direct. or indirect. financial or othen.;ise, which would conflict in
any roanne~-, or degree wit.h the pe .. -fo:rmallce of the Bel:."vices
hereunder. CONTRACTOR further covenants that, in the perf.ormance
of this Agl"eernent, no subcontractor or person having slich an
intel"est shall .be err.ployed. CONTRACTOR certifies that no one who
has or will 113ve any (inancial interest und:?-L' this Ag.l-eement is an
o!ficet' 0):" employee of CIT)', It is expressly agreed that in the
perto,:mance of the professional services :required undel.' this
A9'reement~ (''ON'I'RACTOR. and any of its subcontractors or employees,
sh~ll at all times bH considered independent contractors and not
agents or employees of CITY.
CO?ITRACTOR agl.'ees to protect j indemnify. defend and hold
harmless CITY, its Council mernbers j officers~ agents and employees
fr(),~ any and ,all demands, claims~ or liability of any nature.
including death or injury to any persoll, property damage or any
other 109B, caused by or arising out of CONTRACTOR'S, its
officers'. agent-at j subcontractors' or employees' negligent acts j
exrors, or omissions~ or -willful miscon1uct. or conduct for which
the law may impoae strict liability on CONTRACTOR in the
perfonnance of or failure to perfom, its obligations under this
Agreement.
~RcrmN 14 • WORKERS' CO/dPENSAW!!
CONTRACTOR, by executing this Agreement, certifies that
it is aware of the proviSions of the Labor Code of the State of
California which require every employer to be insured against
liability for wOt-k:ers' compensC:t.tion or to undertake self-insurance
in accordance with the provisions of that Code, and c.ertifies that
it will comply with such provisions before commencing the
pel.·tonnance ot' t.he work of this Agreement.
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~19JL~,_JJiS.I1&A!ICE
15. 1 lNS~It_Ql-VJLRM-1\
CONTRACTOR, at its sole cost pnd oxpense, shall obtain
and tMintain, in full force lind effect throughout the entire term
of this Ag("eetr.ent·, the insuranco coverage described in Exhibit. -B",
att.ached hereto and f!'k.1.de a part ilereof by this reference, .ins~ring
not only CONTRACTOR and its subcontractors, if any, but also, with
the exception of workers' compenaatiol1. employer's liabilit.y. and
professional .iiabil ~ty lnflur .... nce, n~ming as additional insureds
CITY, its Council ~rober8l officot"8, .agents: and employees, and each
of the.m, conc-orning this Agl."eetr',ent and the Proj eet.
All insurance coverage J::equl:red hereunder Bhall be
provided th1.-Qugh carriers with a Beat rating of J\:X or higher that
are admitted to' do business in the State of Cal ifornia. Any and
all eubcontractora of co..'ll'AACl'OR undor this .Agreement shall obtain
and IMintain, in fllll force and effect throughout the term of this
Agreement, ident ical immraI1Ce coverage, with CITY flamed as
additional. insured under such poli<:1e8 as required above.
Certificates of such insurance, preferably on the forms
pt:ovided by CITY, shall be filed ~ith CITY concurrently with the
execution of this Agreement, ~rhe certificates shall be subject to
the approval of the Risk Manager an{! shall contain an endorsement
stating that tho insurance 1s prilMty coverage and will not be
cancelled or altered by the inO"l-e1." except after fil ing with the
City Clerk thirty (30) days' prior written notice of such
cancellation or alteration~ and that the City of Palo Alto is named
as an additional insured except in policies of workers'
compengll~ion, employe~'" s 1 iabU! ty, and professional 1 iability
insurance. Currant certificates of ouch insurance shall be kept on
file at all timen during the term of this .Agreement with the City
ClerK.
15.3 ~~L!MIT Of LlAalLlIX
The procudng of such required policy or policies of
instlrance shall not be construed to limit CONTRACTOR's liability
hereunder nor to fulfill the indemnification provision and
requirements of this Agreewent under Section 13 hereof.
Notwithstanding said pol icy or policies of insurance, CONTRACTOR
811all be obligated for the full and. total amount of any damage,
injury, or lOBS ca\lsed by the services pe:t"formed under this
Agreement, including after the Agreement has terminated or expired.
CONfRACTOR agrees to permit Cr'fl' to audit. at any
:t"easonable time during the tenn ot this Agreement and for t.hree C31
years th~reafter, CQNTRAC~R's records pertaining to matters
cover-eu by this Agreement. CONTRACTOR further agrees to maintain
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S\lch records for at least three (3) years after the term oC this
Agr~ement .
The te:nM, coyenant6~ and conditions of this I\.gn~·em~nt
shall apply to~ and shall bind, the heirs~ 8IJCCeSBors. cxectttors,
administrators, assigns, and subcontractors of both pat"ti06.
SBCTIQ~-WAIYSR&
The waiver by either party of any breach or vlolatiO!l .of
any tel.:m, covenant, or condition o[ thia A.gt"eement, or of any
provisions of any ordinance or law, shall not be deemed to be a
waiver of any otheL" term, covenant, condition, ordinance, or law or
of any subsequent brca(:h or violation of the 8a~ or of any' otller
term. covenant, condition, ordinance, ot' l.'\w. Tile oubaequcnt
acceptance by either party of any fee' or other .. .otley ... ·hidl noa.y
become due hereunder shall not be deefned to be a waiver of .tIl}'
preceding breach or violalion b}' the other party of <'my term,
covenant, or condition of this Agreement Ok: of any applicable law
or ordinance.
'fhe prevailing party in any action brought to entorce the
terms of this Agreement or arising out of this Ag:rcerr..ent may
recover its reasonable costs and attorney9~ fees expended in
cOllnection with such all action from the other pa~ty.
No payment~ partial payment, ncceptance~ or partial
acceptance by CITY shall operate as a waiver on the pa,rt of Cll'i' of
any of its rights under this Agreement.
lill.CTIQ1L21 -1I()!ro !~llil..tlAI.l.01!.,---.!1lliAlla
21 . 1 DUTY OF CQ/ITBacrQE
No disccimination shall be made ill the emplo~nt Of
persons under this Agreement because of the age, race~ color,
national origin, ancestry, religion. disability, Bcxual pre-terence
or sex of such person. If the value of thi.s Agreement io, or nt.."lY
be, Five Thousand Dollars '$5(000) or more, CONTRAC!'OR a9'l'ees to
meet all requirements of the Palo Alto MUnicipal Code pertaining to
nondiscrimination in employment, including completing the
"Compliance Report--Nondiscrimination Provisions of City of Palo
Alto Contracts" on the form furnished by CITY, attached hereto as
Exhibit "'en and made a part hereof by this I~eferencer
CONTRACTOR agrees that each agreement fot· services from
independent pro .... iders shall contain a provision substant~ally as
follows:
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·"Pr.ovider shall provide CONTRACTOR with a
certificate stating that he (or she) is
currently in compliance with all Federal and
State of California laWB coverlng
nondiscrimination in employment; that he (or
she) will pursue an affinnative course of
action as required by the Affirmative Action
Guidelinee of the City of Palo Altoi and that
he ,(or she) will not discriminate in the
employment of any person under this contract
because of the agel race. color. national
origin, ancestry, religion, disability. sexual
p~eference or sex of Buch per8on.~
21. 2 PRNALTY FOR P1~R 1M! NA'£:! Qt1
If CONTRACTOR is found in violation of the
nondiscrimination provisions of the State of California Fair
Employment practices Act or similar provisions of federal law or
executive order in the performance of this Agreement, it shall
thereby be found in material breaoh of this Agreement. Thereupon,
CITY shall have the power to cancel or suspend this Agreement. in
whole or ill 'part, or to deduct from the amount payable to
CONTRACTOR the sum of 'l'Wenty-Five Dollars ($25) for each person for
each calendar day during which such person was discriminated
against, afl damages for breach of contract, or both. Only a
finding of the Seate of California Pair Employment Practices
Commission or the equivalent federal agency or officer shall
constitute evidelJce of a violation of contract under this section.
If CONTRACi'OR is found in violation of the
nondiscrimination provisions of this Agreement or the applicable
affinnative action guidelines pertaining to thi3 Agreement,
CONTRACTOR shall be found in material breach of this Agreemellt,
Thereupon, CITY shall have the power to cancel or suspend this
Agreement, in whole or in pa:t:t~ or to deduct from the amount
payable to CONTRACTOR the sun\ of Two Hundred Fifty Dollars ($250)
for each calendar day during whi.ch CONTRACTOR is found to have been
in such noncompliance as datr.ages for breach of contract, or both.
SECTION 2;2 -AGREEMENT CONTAINS J\[,L UNPSRSTJIND.lliG£.L
WJlNDI<!EN'f
'l'his document represents the entire and integL'ated
agreement between CITY and CONTRACTOR and supersedes all prior
negotiations. representations,,, and agreements, ei ther wri.tten or
oral. This document may be amended only by written instrument.
signed by both CITY and CONTRACTOR .
. !iIKTIQ!LD_~BRN!NG Ll\lj
'{'his Agreement ahall be govEltrned by the laws of the State
of California.
IN WlTNBSS WHEREOF, the parties hereto have executed this
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TO 19i69S219?3 P.02
hgreament the day a~d yea I' f1x~t above writL&n.
cIty Ciork-----
lU'PR0VllD .as TO FOlIM.
SeiilClr A~st:·~ clt.y Attorno-y
JU>PROVRlJ,
Riek KUuiger
APPROVllD AS 'IO CONTElrr,
Atta.chment.s:
BXHl8n ·A":
&XKl8IT 'B':
EXHUrr ·C":
CITY OF IIl1LO lUIro
R1!SOQRCE MANAGRMIlNT
INTKRw\1'IOmu.. !'NC.
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Uy: WilHam C, Ik-ntle!._ .... T"" ... ____.
Its:!~~~~~e pr_~6i~o_n_t ___ _
SCOPE OP SERV!CHS AND Tn,!S SCRlllJUIoE
PSJ!; SCHEDmlE
INSlJAAI'lCI!
NONDISCRIMIWI.'UON COMPT,IANC8 FORM
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RMI SCOPE OF WORK
Scope of Work
1'hts. document represents RMI's scope of wQr);; to (ortdlJct Ihe CHy of Palo Alhts 1994
Energy and Wafer Us.t Sur .... ey. The 5(ope (II wo.tk (S' urgel)' lMsed on om pt(lpo~1
subml~ed on March 26, 1994 and "nee!S dL«=ions with City ,tall al the proposal
inlervlew and afte"varn. 'eg;>rnlng p,oje<t '''lul",n"",l!;.md ""PO d.riliWi<>ns,
lhls "",tion I; organlzod by "'pWnlng each proposed work 1.,1<, summarizing tho
deUverables by tasl<, and wooudlng wllh. detailed "Wule, Including pro;>o>ed .lal1 and
Iinlsh dales, We will conduct the "''''y In four broad pha.... Th",. phases \0ll
.ccompUsh each of the ..,Ignnwnt, spectlled In the requ.,t rOT propo",I" Table 2·1
illustrates where each of the assi~llis outlined In Ihe RFP is. addrE">sN in our work plan.
• Ph ... I: Project Inlthtion rr.,ks I ",d lJ
•
•
Phase I will gel the proje<t .taIled off right. To t.1ke lull a<!vanllg' of the Cit)/s past
sUY\'ey e.xperitft<E'. we will conduct a lhorough e~anun.;;;tion of fhe .end·use
questionnaire'S dLstrlbuhX.I in 19~1 and 1m .and Ihe us,e of 1M r~\llttng di\ta. We will
then hokl a scoping m~g at the CHy"s Offi.cN 10 idf'ntify all of Ihe information
ne«:ted from the 1m surwJ and assE!'SS Ihi:' \'.11;01)$ survey N.~t~ries and fotE'Ca.5ling
models available for meeting: H\E'se nt«1s. The ITIf'<'ling will mailinfze Ihe payoffs (;om
the survey. and ensure thai all Dtf'mbCTf of the proje(l leam .• both City and RMI
personnel -hll.ve a conunon underst.1ndlng of the proJect from tm. VN)' ~ginnlng.
Phase 2: Swvey Pttp.lTiltion 'lid AdOllrtbtuoon (TMks 3 '-'"'Itt 4)
Phase 7. v.ill apply 0\11 unlqIJl' und'erstandill,g of Palo All()~S ulilHi<.>S to devela p survey
instruments that g~nerate pTKlsely the Inlonnatton Ihe,cItY$ maJVjge~ and plaMPTs
need to makE!' key resource dectskm,s. We \"riJI thoroughl), \'3:lIda~e the as.slgnmen', of
src codes and the correlation of metrers 10 bu.iJdjngs.. Wt" v-iU recomJl'\.eoo i\ sample-slze
that optimizes the trade-oH ~.te.n infol't:naUon gene-ral.('() and slU"Vey (osts~ and assure
th. hlghest quality control ov" lhe adn\lnl$tranon of the SllTYty, mail and tel.phone
foUow·up, and data coding and tabulation,
Pha. .. 3: 0 ... Andy,1s and R.porlIVrl~ng O· .. ks 5 ."d 6)
This Phase will provide cODlp,.honslve analy,1$ of th' survey findJng,;, including
3s.s.l,grunent o(customen; ~o CLASSI fY ~nts~ ITO!'s+UJbul Mion of ati.1tudi nal and end+
use dilta~ and development of profiles describing the clwacteristlcs and attitude-s of each
major commerdal busln .... segment and 2-dlgH Indu,triJI calegory. We will prepare
detailed reports providing the results of IhE' Survey. Each report will conta~n an
Execu tive Summary. d escrl pilon of methodology. dela UeJ sial effielll of ftndi ngs, Cr05$4
tabulations, and anatysis (If ,,,'litt~n (ommrnl$.
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SCOPE OF WORK
, .. ,
C". Table 2·1 .. ' P1w<1 f'h»o I fb> .. ' PIu ... Ir;~<:::' •. :~~fnHh:~;' .' Ti4k Tu.\ " Tuk Tuk
,( ;. ,City 4/1.P.llo Allo . .' 1-';-_.-
..... <RfpN~5Om I I •• • 2_
(I)) •. CHi' Stattmnll of IYork
'-'--' ,---
r2:-~eri(tca ~!l (If src LOd~ x x _--1 ____ ---
2. CotRlation of buildings and aC'OOW'lt X X
n\Un_
0_ ..
3. Rtmw attilud{nal quesUoMaitfi X X .. -
<. Design the ~fklM.lIire atld Setter X
S. Develop $ample siz.e aI1d cnailing ust X X .----
6. Survey admini'Smtion X "-..'--.. ---
" Result 4N1)lsi$& fEJXltt X X -. '~'--, . ------
~~I !"ePQrI of the $Ul"'~ " .. ----
~_~Ilnput __ X X ---..
10. AUitudinaJ profile h!$ult\ X ... -.---
(E:). :Oeliverablesmm Projt:d --'--
I, S!C cod;e \'tIrific! Hon X --.. '
2, Report (SIC rode) X
3, Building and aCCO\lnt number databJ~ X ---' f--r-----
r~ QuC:5tio~ & lP«er X --
S. Flna t QuestioN\a:re X
6. Report on sample des.ityl X X
7. SWVtlY result database X _.
8. Medel lnputt X
9. Summary rq:'(lrt (s\ll'Wyl X
l(}, D.lU11ed: report/Cl'Q$.$. tabs X
It. &!xrunary report (IIIri!tpn colIlmcnU) X X ...
~?'igil\i! I qUE"StioMaires X .. ._.
13, Su.mmary report (attitudtnal p'rofU(!$) X -.=
• Phase 4: Data Submission (Task 7)
We 'Nill guarantee thaf the Cltys forecasting data input fjJes match the re<:Juiremenls of
the REEl'S, COMMEND, and INFORM n1odels. We will personally deliver the data
input files to Ihe City and demonstrate-data loading to the-approprial€. staff mE'f1'bc~.
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In addJtion. RMI will perform extra calibrntion services related to the preparation of
2().year forecasts of energy and wafer use tOT Palo Al to.
A detailed descr1ptfon of each task item is provided in the follo~ving sections.
JA!ls.! Pr.Umlnary Data Exchan~.
RMI ffill submit a data request to the Resourc.e Planning and Resource Conservation staffs
scHelling the folJowing information:
• 1987 and 1m survey questtonnatres and survey results in ele::tronic format,
if available;
• 19"87 and 1990 survey sampl~~deslgn and respon'5t>S;
• 1993 end-we forecast results and file input from COMMEND;
Current water forecasting methodology or model;
• Description of current and an!idf'<ltcd energy eftldelKY programs;
• Usl of data fields .,all.blefrom Ihe Cily's Utilily Building Syslem CUllS)
" Other pertinent DSM program and markeHng documents.
Our consultants will examine these materia.ls. and make an initial delem\lnation of fhe tevel
o[ effort :required [or the sp€Clfic task asstgrunents. The review \'IiU also suggest potential
alternative approoches 10 the tasks for subsequent presentation 10 !he City's team.
Task;. Scoplng M .. ling
Irnm~ialely after completing our review, we will schedule a one-day scoping meeting to
be a~ter1ded by key project te.3m membErs and managers of the Resource Planning ,md
Resource Conservation dlvisiollS. At the meetins-\ve win reach strategic dedsions on the
types of que-stions 10 be asked of the City's customers and the methodologies to bt:! wed to
process: the resulting lnfonnation. This wiliiallor ali aspects of the survey 10 the City's
irrunediate and fulurt:! infortnation needs <lnd requirenlents.
Sp~c issues to be covered at the meeting include:
Major Wlcertainties coocnning customer demand [or electridty, gas .. and water (e.g.,
potential for cogeneration, retail WhP.:E ling);
• Near-and long-term resource dC\:isions that require specific infomlation on customer
preferences and attttudes;
• Additional us-es for the survey resulls (e,g" [rHegraled resource planning);
• Strengths and weaknesses of CLASSrFY, and evaluation of supplemental or alterative
battEries [or the CHy's consideration;
Analysis of how ClAS..t;[FY results ~n or cannol be used for targeting DSM
programs and potential alternalives;
• Water forecastlng optionsl (rurrent methodology~ atrematlves);
• Method to be used 10 verify src code assignment and meter4 to-bullding correlation:
3
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SCOPE OF WORK ------------
• Survey fellow-up method; and
• Agreement on projt.'<:t mod1ftcations as required,
Following the meetlng.. we wiU provide a written summary of the diXisions taken and
IdenUfy any chang .. in p,oje<! scope 0, approaches !o specific tasks adopted.
1MU ~nQmW"Hon
To provide a sound foundation for all subsequent survey w()rk, we wilJ accompUsh three
crHfcal task Hems prior ~o swyey sample setection and customer segmentation:
• Sic Cod. Valld.UQn.nd Assignment (Task 3.1)
• Correlation of Mel, .. to BulIdiJ\gs (Task 3.2)
~ CoUecUon of Pertinenf Customer information (Task 3.3).
SIC Code Validation and A,uignment enWJs the assignment of a 4-digit SIC code to each
utWlyaccountand a pri.m3ry Wigit src code !oeach buiLding/premise (which may contain
"mult1pre accounts). Accurnte SlC code assignment is essential to the stratification of the
City's cu.~tomer base into dlsCfete buslness ~gments (e.g., restaurants, electronics} and the
selection of samples t"ha t ..... 'ill generate infortl1.:ltiol1 representative of each segment's energ),
usage, Er.:juipment stocks, arid attitudes..
,(\I.JIe!atton of Met~.r~uildings lrwolves determining ,vhether each indl\l[dual meter: {aJ
'Serves a slngle building; (b) serves muttip!e buildlngs; or (c) i"'; one of a number of m~ters
s1!rving a single btlUdlng. Proper meter (Qrrelation is essential to ensure that the
respondents selected for the slln'ey samph~ represent complete buildings, as opposed to
Individual me·lel'S. n ls also important for the accurate eXlrapolation of survey results to
business S(>gments and the City's customer population as a whole.
CoUtction of Pel1ir.enl Customer Information entails acquiring a range of additional
infonnation, including: Ihe main contact for the building to whom the survey will be
mailed, the square footage of the building. and the building name.
The aOO\'E tasks are not as simp!e or straightforward as their titles suggest, They require
assembti.ng tnformaHon that ls very specific to each customer and Ihe accurate and effidenf
Ptocessirlg of lhat information. There are three main approaches to accomplish these tasks:
.. The first would rely exclUSively on computer sorting of customer account information
l'1ithout any (ontact with the cuStomer or visual inspection of the customer's premises.
The sorting would attempt to match utilay meters v.rith individual bu.ildings using
"cues," such as customer names, street addresses" and parcel codes. Complete reliance
on (omputerizoo sorting is pro~bly tne-Ie-ast expensiv~, but also least aOCUrate approach.
Potentia] SOU1(e of error include the presence of accounts with billing addresses at
different ]ocat{ons than the-meter, rnaili..ng addresse-s thai refer to rh e samp. building but
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are loc.aled on dtJrerenl !tretl:5. (e.g., differl<nl sidp:s of the same city block), and ao:oun~
\'lith dHfer.('nl nanws lor the same loc.ltion (I.e .• Prrosion Print Shop and Joe SmHh, Its
owner). StC coo('S wouJd be-.a.s:stgnoo based on In~ company name asstgned to the
account (or biUing pUlpost"'S. Coding thl .. \'0'.11 In'lo'ol .... es gtles.sing at the business activity
actually ccooucted insIde-U".e',bulkHng. ThE'$;! guesses a.re often wrong. For example,
therE (s no way h) knQ ..... solely from the name if a.n account \vlth a billing name of
"McDcmakis" is attually a rt"'$Lnuanl or,an office building (or Md)onalds.
,. The ~nd approadl \",ouk! draw 'Upon the E'lritenSIIiE' mowtcdge of the City's Utilities
~p.utmenl·:s. :s-W( a 5OUlC-e of information (or pE'lfornung the-above tasks. Since lnlemal
naIf have Ir~uent tntC'fa(tI~m. \.\i'lln ruslonwrs, they are a :eady :source of information
ror ~h1s purpo1~_ Thb app';03(.ft wW proouce hJghty 3{'(llra!e rMults, while requiring a
rt>lalixely modt!>i amount Orth'Jl€' <too e((ort on trw part of the City's staff.
,. The third appfOOCh '''-auld ~ III perform i\ bt.1.nket telephone survey to obtain the
InfolTI\3!ion dirooly (Tom the cuslcm~r. ThJs is the most accurate, but also uwst costiy
approach.
We hill \lSe a cornb'malion of thIei' bask mett.ods to ferrel ouf $()lIrces of ('nor and verify
1he accuracy of Ihe-City's' prior SlC da~i!j(at;()n. <1od meter·to.building correlation (see
attached TilbJe). The-se erw::ompass the use 01: (I) c-ompu!frized sorting and matching of
customer records; (2) p"runal 'Ifetuka!ion of cOOtng and correlation by R~11 stalf with
suppor! from Palo Alto UtiJHl'i'S Dep.;utrnent stMf; and (3) Itlephone reose-arch to acquire
miss!.nt lnfo,maUon. We ",ill follow a le.'lsl-cost pa!h to g.aln the highest level of aCCUIc1{y
possfblc-.at each slep, linuting the more-re-soUf\'e Intensive approoches to accounts that
e:\ctOO ill certain UTt(''t!rtdnfy thtes~lold. This ~lill""ring" proc~s wUl enable us to optimize
the mix of automated te<hnology and hu.nv.n resolll'('(>$, while achieving the highest level
of amuacy 1'O-<slble.
~ere Is no subst\tu!e for human experi~l1("4;' and infer'~nltat capabUltiC'S when it comes to the
proc'E'SS of S,rC C'Oding and mtter~to·buikUng evnelal;(In. Even Ihe largest utUlties continue
10 rely on human Judgemi>nt to fUll',,·I\We I~e Il'cruracy of these processes. Our approach,
as suounartz<d on Table 2-1A, (uUy a<knowledges IMs fact and Is further supported by Ihe
emIllenti)' manag.eable sue of lhl'! Utititlf>S De~rtment's c.."Ustomer bas.e.
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Srep 2
Srep4
S"p5
Srep6
Datill1a.se AlgoriUun ro group C'U:stQf'l'l,m.:
by s.ame or sitrd lu (p.trtiaO Mffie"
SCOPe OF ""01\1<
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by same (lr ~irrJw (p:U1iaU strM olddress
by .. "", 1"=1 rod.
eledrorJcatly tag 4«()unts with u..,-.e &ddtt"S3 for FT)f~"b--b-undjng
c:o-rrel-ation 3$.~l
(E,<ilm!e<lll«\lracy' 1m than ~!\)
M.a.nuaJ 4-<ltgll SJC (00f: "ftlfJiution by RM1 slMf
visual inspection by SIC rode l"r<'rt usin-a
comp.1n), tw.me.and (1b"ico~IS I)tnpany k!l<H~'k-d'gt'
corr(d ob"wus-iroCl..'lm:-.."1 (odes
tag aC'COur,t.<; lhal are UfI(\'-f~1n Of ~PJX'".u iI'("orred
(Es~~~~narnwnL'" a((\u~ S...:~~ .. _. __ .
Manual4---dlgit src ,..xJe ll\d mrterolo·bulldlns "ulnuUQn hy R.\fI ;md r,,]o
Alto Utilities Department sWf
make additioruJ COJ'T"l"(t\oM N..~ on stAffs :5er";re ;enilol)' '-nowledge
Identify lewl 01 cQf\1kli'iXE' In SIC (ode olIljigr .... "T\fri1 MU ~r·to·
building correlation
(Estimated incrE"flWn tal JlCt'U r~cy; 5-1O'X)
Computenud c.h.,c:k ,gliNt bendvl1.uks w ~drntif.v pretfi.l~ with at),"pk.lol
energy ron sumption
compare energy u.s.c per pmnl~ "''ith regklluf Jlnd lor stale ~tirNIh.""S
of avera~~' II~ (or 5imi.l4r building/indus-b)· t>-ve
e1ecttonicaU)' tlg t'-'<~ .;1«'OUnt ~~..!?r tE'kphone rese.1J'(h
Teltphon~ c.alli by ru.O st1ff 10 {USton\fN with $,uipk{ouS. .. ...jjgH SIC@(>S,
unC'f:rtain metET.to-building rorrelatfon.-or atyp:.c-al mergy U~
{lncremenlaJ a«t\racy (l'nMno..--eme-n1 of l()..lS'1!-)
Wlglt SIC code asslgnmutl ((lr uch buUdtng .sltl'
group meters tl> buiJdJng sites
t-____ I ____ A_SS.....,ign:.-4-<l_I,,&i_'_S_IC_, ~~Jority er~ U~ ,.'lINn buikling
Srep 7 Do-cument proetduu for ~ntlinIn8 and updating SIC rodE'S;lM a(oount-b>
bu.i!dmg rorr-elation.
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SCOPE OF WORK
The pro< and cons of all IhIee approaches will be Ihoroughly dls<uwd al Ihe Scoping
Meeting, together wUh any concerns the City may have regarding our recommended
method. At the mtt!ll.ng.. \\'e 'will reach a final decision on the meth:xl 10 be used in the
1994 Survey.
This SIC coding and meler-Io-bulldlng correl, Hon task will be don e In IWO phases. The 1i,,1
phase would coUecl bullding sil. infonnahon and assign SIC codes (or Ihe Cily's 1,000
largesl aceoun 1$. These lasks will be accomplished prior to solee Hng Ihesurvey samples and
distributing th~ questionnaires. The second phase will gather the S<lme information (or all
remalntng commercial and indus trial accounts whose buUdlng floo r space exceeds 2.soo
square !~t. The following further d~bes the steps. involved.
Step 1 Database AlgoriU\D1 to Group Customers
Using the City's computerized UtiIiti es Billing System CUBS), WI:" will sort customer 3<:counl
data by: Customer name, address, parcel code, and (.urrent SIC code. Accounts with s.ame
addresses will be electronically tagged for the meler·to·buildJng correlation prO'.'Ii?"SS.
Worksheets will be prepared specifying the inforrnalion to be filled [n by Ihe SIC coder. The
worksheets will include a ptace for the SIC coder to indicate his/her level 01 con((dence in
the information provided for each ac{ount. This ,.,rill help dete-rmine the aCOJTacy of the
data and jdentify accounts requiting telephone research.
• Busmess Activity
• Building ciass[/ication
1) Account serves single building
2) Aceounl serves multiple bulldings
3) Acrount js one of mUltiple accounts for a buildi.ng
• Bulldlng Name
• SIC code (4-digil)
Step 2 Manual4-Dlgll SIC Code Verifl"lIon by RMI
" Visuallnspeclion by SIC cOOe expert usmg company name and obvious company
kJ10wledge
• Correct obvious inCOrlP.Ct codes
• Tag accounts thai are uncertain or appear incorrecl
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SCOPE OF WOR K
Step 3 Manu.tl 4-DlgU SIC Code and Meler-Io-Building V,rJfl<ation by RMI iUld Palo
Alto UtilIties Departmenl Staff
• Make addItional corrections ba~""CI on staffs servtce lerritory knowloogf
identify level of ('onfidence in SIC ('ode-assignment and aC"Count·t~bu!lding
(onelalion
Step' CODlputerued Oted< Ag.msl Benclun.,ks
We will identtIy all acoounts that have m,ls.s[ng data and data dlscrepand(>S, or where there
is a low lewl of ("i)uftdence in SIC ood.ing or meter~lo-bu.Uding correlation. We will
el-ectronicalty "tag" t"dch sw:h aC(Ollnl and per(om1. Ihe telephone verificati{H1s described In
the {oUowlng slep.
The data aocuracy check will i.nclude ''benchznarking'' or (omparing each building's annual
energy (onsumptton with reg[onal and/or state estimates of ayerag~ en~rgy use per buiJdiIlg
Iype:. Mere sIgnificant diJfuren(e5 exist, we lvill re-check the building's classification and
meter.to-builillng correlation.
Sfep S Telephone Ve-.rUiC'ation
RMI sWf mem"beTS will cali the <:U.SI omers for all accounts identified in Step 4-lu coU ec t th e
required data. The 1~lephone interviews are expected to last no more than 10 minutes each.
Step 6 -four-Digit SIC Cod. Assignment
We will.fir1.alize this rask by assJgning a primary (OUT· digit SIC code to t>acn buHding site
premise using the SIC coded account in/ormation gained during the previous steps and gas,
electric,. and water consumption data.
Step'} .. DOC\lll\e-nt Pnxfdure
We will provide complel. documentation of Ihe SIC coding and meler-Io-building
correlaHon, furnish a methodology for detennining the acrura<:y of the aSSignments, and
provide recommendations [Ilr maintaining and uJXlating the customer codmg by canying
out the above tasks on periodic basis.
,
·~Sl( 3 DElJV£MBLES
• +dJgj t SIC code verilkalion{or Jaygest 1.000 a«ou, ts I"" U ti~ly product
• . R<commend<d 4-<!Jglt SIC code clunges in eloclronlC (<!BASE III) fornul
• Written brit! on recomme.oded SIC coding proceduros ...
> Assign«! okUglt SIC premise codes and basic building informalion for each
acrount in survey sample -et.ctronic (dBASE 1IIJfonnai
• AssIgned okUgU SIC premise codes and basic building information lor each
adcUtlonal account -elK/ronic (dBASE 111) format
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I..uU. Survey Design .mdlmJ!l~uunlalton
We will utilize mal! surveys 10 <oU",! utilily lL<ag. and attitudinal data from Palo Alto's
rf!S1dentia.l~ (omme-rd.aJ, and, industrial (\l5!omers, as re<ommended in the RFP. Our
expt'rience-shoW$. that a mall survey is fulty adequate to coiled the required Ulformafion,
partirularly given Ihehlgh .... pon,. rales 10 the Clly' 1990 mail sUJVey.
T..uk 4.1 • Sa.rnpl~ Design and Sb"iltifkation
We will de'en:rune an opUmal sample size (or each cusromer stratum to capture as much
Inlorma tlon as passl ble abou Ilhe clla,.ct"isH<s 01 the popula Hon_ Our preliminary analysis
indlQ1tes that thE:> total $..lmple slu could be soDlp.what smaJler than that used in Palo Allo's
1m swyer. Howev~rr we ,'Ii1! cOl'\5.ult dGSely with the City's staff in dedding this critical
Issue.
Sample stTrdion wW lndude fhe slralificaUon, or division, of the population into
homogenrous subgTQups. This ,"'/iU pemtit us to emphasize those segments oj the
popuLati~n or grE'alest importance to the City. 111e stratification required for the 1994 survey
I~ partkutarly E')(ten.o;.lvE', given the tOC\J5 on all thcee customer sectors (residenhal.
commerditl; and tndu.slriai). and Ihe need to classify the forecasting model inputs by
building or Ind,,,try type.
The {oUol\'iflg steps \'>1U be per/armed to stratify and select the sample. using the customer
coolng done In T<Hk 3:
1. Define quallfled customer accounts;
2. Summarize acctmnt data by customer loc.\lion; and
3. Classtfy ('U~omet locations b)' business type alld usage level.
The CHys 1990 stUvey produced 2.331 respol\S2S from a survey mailed to 3.849 ruslomers.
The foUowtng Is a summary 01 th~ results..
9
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SCOPE OF WORK -----•. ---
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~t~;.;,~~{,%5;;;~l:.~;~~~lm'~t2~~~ ".\ -Sedor Cwlomus ~urv.y S.", 11,!. ~esp~_Rate
ResldenHai 27~o;s5 l.7~ 69%
Contmerdal 2389 l7B 45% ----
Industrial 188 67 38%
---.-~-------,----
The 1990 respon..te rates appeal .... e-U .lOO\'t lndu.slry ~tand,url3, whkh ls Mt~w(}rlhy given
that follow-up WaJ. titnitro to m.littng r:e:ouooers cards to r~ldffitial .and commNcial
cusfomers, and D'l<lking 1(>I~rMl'1e ClUs to latgt fndu:Hri.11 u~rs.
In developlng the sample sue. , .. 'e-\ .. i11 dls!i~lgul'.h NlwNn h.~'o Iypes of variable thai are
being measured. ThE" first aIe l .... ~!tsori..mu·an,.,bt~ tMI h.we binary values. For example,
"present" or"nol presel\I.~ ~on" or "not on." In ll~urin.g appliance sa!ur.alion, formu-'as for
sampl{" size, confidence le.'el. and s.unple error Me ... 11 property based on the U$E' of
cafegorical varlabtes,
The second ~ype of variablE'S aft ~ontiflUQU<; ,'.uj~br~ whose m.E'~s.urernenl entailc; re.:oromg
a nwneric value ralher than a simplt" "yes/no~ aru~,'er, lood re-5eo\l\:h .lnd certain DSM
measures. requlre Ihe U~ t)f continuous ,'at1"bll.'$ (r.g. kHo" .. 'atl u$age, lemPfratllTe). M.r
Ihese Iypes of measurements, sample design pWpE'rly relies on a rich body of random
variable theory that has o..n devei<>ptd 'p«ilk>lIy (or utility load r.,ean:h (both prerru..
and ~nd·use).
For categorical 'Iariables, ti\e m.ulmum sample stu for a g1"'en ('onndef'ICe level and sample
error QCCUJ'S al a proMbllJty value-of 50 percenl ror Ihol" villiab1e In qu~lIon. The standard
conservative approach is 10 set the pwb.abUity value at.50 ~r,ent 10 estimate sam~e sLte.
For continuous variables, Ihe primary determinant o( sample ,~ Is the Yariance o( the
observed variable v.1thin the popuJatilJ.n. In gE1lerdl, segments with gr~a!er va1iaru:4'S
require larger sample sf.z.es lhan Ihose wilh ,smalle-r v.uiolocors to ad\leve Ille same level of
confidence and precision. This relalioJ\S.rupcan be u~ 10 rli!velop sample sizes that r~u!l
in the low<?'St cost
Ea<:h variable will generally have Its ov-m opltmal ~mple siz{'. For example, to achieve a
gh'en level of confidence and: predsjon~ one s.ampll" sl.z.e \vill be needed to m~asur€ Ihe
saturaUon of eleclri..: Tdnges while ar.other will ~ requirro 10 me.asure the on-peak demand
of d£'.2p fat rlyers. GivS!l1 the obje.:t1vts .and me-asuremenls dC'S!roo in lhis projt'd, there are
likely to be dOZ<'l1s of "requjred sample-sizes."
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SCOFE OF ..... ORK
We will estimate many sample si.us, based on our eXpErience 01 lhe variarn:EsUkefy [n e']ch
('US tomei' S«tor, and determirte a basclin,=, sa mple size which capturt'S as much im" mlJ!itl n
as feasible at reasonable cost This IxIseline wiJl be optimized by analyzing the-Iro:ldoof~
between the value of additional d~ta and the incremental cost Qf Ihe additional :sun:e)'S
needed to ob!aln the data.
As required by the EPR! models, w. will straHfy the sampl. by establlshmenj type a,o<Il<v.1
of product lis', buiJdlng classification for th. commercial sector, and 2-dJgll SIC codes for
the tndustr1aJ se<;tor. Be<:aust energy and wa!er wage Ls highly :skewed in Illest" $o,.'ctors~
partkular attenlion will be paid 10 the Ll1ge$l conunerci .. l1 ~!abUshmen'ts, whkh will ~
selected al higher probabilities.
A census of aU commerdal and industriaJ firms will be (onducted. R..\il will d~ign a
rE'Sidential sample of electric, gas, and water (tlstomers ill PaJo Alto ((Ot eo!<h of the-CiI)··s.
desired strata) to have a 95 percent c(imidenee interval ./-5 percent accurac)" The e.\"ct
numbf..f of surveys to) be mailed out .... 'i.ll be calruLlted upon rC<E'ipf ol .a:ddilioMl dat:t
provided from Ihe City.
The foUo\Ving table shows the sampling plan b)' sectoc.
Sector
Restdential
Comme-rdaJ 2.389 95% CJ ... /-50'! (('MUS
Industrial 188
Total 30,162 ..•..•.
~ Best estimations prior to the scoping meeting indicate S3mple l-lloes bet'n'l."'l.'"n &)),1200 based
on 34 strata (multifamily, single family. Mgh energy user, low ef\l'f"gy user). ~======~~~~~~==~-====.-~=-
Task 4.2 d Attitudinal Question Review
We will examine the residential ar.d industria1/(OmmelciaJ CLASSIFY batteries, which
segment customers based on responses to bt>havLoral, business Sfftor, and energy <:j\Je-slior\$.
We will assess how well these batteries satisfy the City's DSM markeling neai's.' Where
appropriate, we will evaluate alternative approaches, including the de-:.lgll of lustomize.J
questions tailored to the City'$. DSM mackeliIlg obj~livE'$.
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S(:QPc OF WORK
Our project leam has exttns.[ve I!xperience wilh both the residential and commercial
industrlal CLASSIFY instrumenls, Dr. Benlley, who will dU«t this task, served as an
Industry advisor in the development of ResidentialCLASSIFY and w .. Project Manag .. for
the develo pmen t of Commercial CLASSIFY, Our projecl team also ita s recent experience in
examining both the 20'lu05«on Conunercial CLASSIFY-QUlK battery and the original 44-
question battery for major uweslor-ownro utUHies. We are intimalely familiar wHh the use
of Ihese batteries In utUlty cusfomer surveys and data analysrs and can provide unbiased
advice on the best batteries (or Palo Alto,
Careful revlew of attitudinal batteri~o; Is critical due to the inherent complexl~y of
segmenting customers based on attitudes, which is much more difficult than difierenUating
by bulleting types. or SIc' :todes. The rOOS<ln is that structural segmentation reUes on
observab1e characteristics (e.g., whether the rustomer purchased a particular piece of
equipment), whereas behavioral segmentation relies on the moUvations behind Hie
customer's actions (e,g., the reasons for that purcl1a~). Customer attitudes, nloreover~ do
not always fall into "ne-at" categories, For example, in a re(:ent utilily survey using the
Residential CLA.'SlFY battery, nearly 20 percent of Ihe custor:ners surveyed were deemed
"non-dassifiable." Fwther difficulties .. rise in interpreting the meantngs of the various
attitudinal classificalions.
We will work closely with the Resource Conservation ~taJ{ 10 determine how infonnation
about customer attitudes will bt used in DSM marki!ting. and ruslonlile the survey
ac<:orcUngly.
Task 4.3 -Letter and Questionnaire Deve1opmE!'nt
We will develop three 1994 survey instruments (one each for the residential, commercial,
and IndustriaJ secfOrs) by modifying and expanding the CilYs previous quesHonnaires. We
\vill ensw'e that these irutmments collect the e.xac~ data requiIed by Citys verskms of
REEf'S, COMMGND, INFORM, and the model selected to for«a,t the City's wale< sal"_
We will also make sure that Ihe DSM-related questions address the n~s of the Resource
Conservation staff. A major portion of the stoping meeting will be de'\loOted to' thJs issue,
We will maintain particularly close contact with the City staff during survey development.
The qu .. tionnair .. and inltoduclol)' lellers wiU be submitted for approval, followed by an
on-site workshop to review comments and requested changes, and finalize the
questionnaires. Fo1Jo,"ving applOvat RMI ",ill pr~tesl the instruments. llUs survey pretest
will et\5we quality surve.v mstruments and effective data collection.
The {oUO\ving summarizes the steps we \vi1J take in designing the survey instruments.
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Table2c4 .
Survey ln$trum.nfOeslgn ----.~=-==~======~
I. Identify Ihe CHy's sp..'CIftc tnformation needs
2. Deckle on optional questlonna1cc batteries
3. De I'elop data Item lill
4. De\'e!op draft qu estionnalres and letters
S. City rc\oiew of questlorinaites and letters
6. incorporate .changes to survey instruments
7. Pr'?'-te;:; t questionnahes and letttlcs
S. Develop flnaJ survey instrumellts '==~~~=,.;.==-~. =~=--=-=--
Task 4.4 -SUE\ley Admlnistntion P:ocess
We will profes.slonaUy desIgn the layout of the questionnaires~ sele<::t paper stock, and print
the surveys and return en .... elopes. Address labels wUJ be prin~ed using the CHys electronic
custom('t files. AlI5UlVey design elements will be submitted for the City's approval. We
will use 'Our tn·housC' staff to m"j] the surveys ~nd \'\;1] pay th~ l·OS.t of bulk-rale-postage for
mailing oul the survey quesnonnaiIe required for the project.
We Will prov!de follow·up thro\Jgh a written letter approximately 10 days after the survey
Is mailed. Our experience is that close to 80 percent of the r~ponses are returned \vlthin
the HIS! week. After ~lJs!oiot\s. "rIith the City regarding prior follow-up procedures, we
may incorporclte more extensive fuUow·up. 1hIs. is another key decision that v.riij be made
a,1 the scop[ng meeting. We enVision telephone fol1o.,,~up with commerclal and industrial
users due 10 the greater complexity of the information reqursted and the multiple
lruormatlon providers expeded in these s«IOTS,
Ta.sk 4.5 • Oalo T.buJa~on and Codtn8
We will process aU survey data accordltlg to acr.epted marketing research industry practices
and standards. Written comm(l'nl$ by respondent ... will be transcribed and included in the
database tile. All computer progTiUl\O'lng and data processing, including data entry. will
be managoo by RMl staff. We will ensure a hlgh level 01 quality control ior theie critical
tasks..
We i'nll idenUly and corred for missing or incomplele data to keep the respons-e sample as
representattve as feasible. Survey fonns will be reviewed fO,r completeness prior to data
entry. Aftcr each survey is optically scanned into a databa!;C~ we will review Ihe survey
information for missing or incomplete data. Further, we will search for out-of-range data
and "oullier:;" 10 keep the response s.ample as representative as possible. A copy of all
original data \vill be prov[ded on cliskette in dBASE lIi fom,al.
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,. . Written ref<"It seclxm on sample desIgn
',~ \Vrittrn report ~n on ::i-UIVey methodology and pf(I("edure
• 0.;.£\ L~lrodu<t"'l' 1ettE1{,)
.Dffift qutst!onn.Ur.o
• Imit rolloW-\lp lotl.r(d
.• 'FIiW 1I>b:6duct<ny Mleno>
·Fln.l.qu~MaI.teS .
• .' f\nat l<>!low-up kltE1{,) .
• R.,po!lde,;, o>mplttod qu .. lionnaJres
• I)a~l .... 01>"",,), =~ts In tlEClronlc (dBASE 1JI) 10m .. !
~ Un~ltcd wrHtt>n commenl:$ from rurvey zes,poooel'1ls
T ... k i Attitudhul !'NflU-'!&
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SCOI'F, OF \~to~ to:
We wlH provkJe-a (:omprE"Mnsi'lo't desaiption oj the characteristics and attitudes of -each
major business segment 'n1thln the-commercial sector, and eac.h major 2-d.igil category
\...;thin the CHy's lndu5trial SKtor (St'e Tablt> 2y S). The-tniorm<llion will be presented in
proIUe format and WiQ bt> N-s.OO on jruonnalioh (olloclro from lhe survey which may
i",lud",
,. t>m,Ploymenllevcls
,. annual ie ... ·(-nues or ~1i'S
> <nd·use ... !uraHorn ( •. g., <hW,,,, ilghtlng. process equipment)
to-en erg,. In.uk(''l ~h.ues. (electricity, gas. ol~r rueb)
.. declsjon~making behlvlors
• predominant CLA-"SIFY 'egment
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SCOPE" 0 F WO~ K
~-=-======-=====----~=-======~=-~==-=~
,,--T.ble 2-S
lOOunpl.MukeUng !'roW ..
B1Uint'$.~ Adirity
Sma.U Oft1.((>$
wge Olll< ...
Restaur-ants
RelAU
Crowl ...
Warehouses
ElementarylS«:ondary School>
Colleges and Univmllles
HeoIlh C.",
Loog"'S
MiscetL1oeous .
Sample SIC Cod,,,
20 -Food and Food Products
~7 -Printing and Publi.nlng
36· E!ectronic and Ele<lrk Equipment
37. Trar.sp<>rtation Eqllipment
38 -Instrume;,ls and Related Products
Residentiru profiles will be developed bas.ed Ill) Significant demographic ch.n_l:cte(hti{'S
determlned hon, analysis of the mrvey results (e.g ... levels of tncDme, gNgmph!c loc~tlo~
education level).
If CLASSIFY is used, W(> will indic2:le the ~tmudjNI calegor)' (SE'"c" Table 2-6) to '"'hkh e,'"u:h
cuslomer is ass[gned.
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Tobl. H -= -="'""'"""" ---.f"kf~tiaJCiA;SIl'ysesmml> .•. j. Commuct.lllnd".Mal CLASSrFY
<,<. -r--' Pleasure SeekeT5' Proactive;
High-Te<h Enlhusi>sls . Sosieged
Value Seekers Survivors
Appearance Consdou s Innovators
Weslyle Simplifiers Utili t.a rians
Hassle Avoiders [)(>pendents
Compiatents COr\S-{'rvatives
Cost..conscious Conservationists St.Hus QlIOS
s..11 Reliants
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SCOPE OF WOR K
We ",ill cross-tabulate the CLASSIFY segments with end-use and other behavioraJ attributE'S
of the customers. If the questionnaire was d~igned to captwe additional attlnldinal data
beyond that contained in CLASSIFY, cross-tabulations will be ~rformed lor 01 hel custome r>
attributes.
Iu!U Dolo Analysis and ero,,·Tabul.HQD
We will prepare thr .. reports providing the ,esults 01 the 1994 En"cy and Water Use
Survey_ Each report will contain an Exerutive Summary, de$Ctiption of methodology~
detailed statement of fin<tings, cross·tabulattot'\S~ and analysis of wJilten (omments.
The report for thE resldcnUal sector will summariz~ hOIJS€hold and dwelling characterisfics,
appliance stocks and attributes, and attitude-s. Afte~ "~vie;ving-Ihe data, we wUJ reconunrnd
a list of cross-tabulations to be perfc,rmed (or the City's approvaJ. The residenli..,,1 CI('l$S
bbulations are expected to include charaderistics reported 'by:
to-dwelling type;
to-age of dwelling;
typo of hom. ownershi p; and
to-income leyel.
The commercial and industrial reports will .!!UfJl.marize the chaJ'a<:lerisHcs of fums and
organizations served by the City. their buildings and equipment stocks, and attitudes. The
results will be reported by buUding type (for commercial users) and 2-dlgit SIC code ((or
industrial ueers). We will also perform cross·tabulations for these sectors b.=.sed on ;Ii
recommended list of ,"banner points" to be approved by the City. All raw da .. will be
provIded i.t1 el«ttonk databases. All reports will be proyjded to the City's staff in ele<:truruc
and hard copy fo"""t
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'TASK6 DEUVERABLES
• Flnalreporton'surv.yJindings
.,.' CrOSs·tabulations of,sliTYey results
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TaSk' D~velDpment 01 Data [nEBt Files and Entry Into EPR! Mode~
We will ensure Ihe data inpul files match the reqlliIemenls of REEl'S, COMMEND, and
INFORM. Our consweants will per:ronaUy deUver the-data files to the City and demonstrate
the use of the data to the appropriate Palo Alto staff members.
R~EPS, COMMEND and INFORM, ate inslalled or updated by inpuling data into personal
computer (PC) data files3 thai are read by the end-use model programs. Each end-use
model has four ",Iegon .. 01 "'PO Is.
The first data calegory consLsts of the appliance and equipment saturari.om; which must be
derived for the specific utility using the model. Tab!e 2-7 lisrs the end uses for which
saturations are required. ThL'Se are Ihe default calegories specified in REEPS. We can
customize the list f{lr Palo A1to by ad cling other categones characteristic of Ih~ Citys service
hmitory (e.g.~ pools. spas). We have done this for several previous assignments and have
developed cu.slomizoo SAS programs 10 accomplish this task.
A Lr Condillottil1.g
UmtrnJ
Room or Wall
Space Beating
Erectric Fwnace
Gas Furnace
Electric Room
Heat Pump
Ventilation (or Spa<.'\! Heating
Oothes Washers
Electric and Ga,
Water Heating
Clothes Orvers
G:>oklng .
Main Refrigt..'1'ator
Second Relrigmlor
Other (lndud., Lighting)
Table 2·g lists Ihe default.nd·uses and building types specified ill COMMEND, and Table
2·9 li.ts tho,e specified in INFORM. To reflect the concenrration of high technology
industries i..ri Palo Alto, we envision a substa~[ial number of Changes to Ihe equlpment
categories specified by INFORM.
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Air Coodllionin;!
VentiJa~n
Spa« tl"~118
Indoor IJgIItiI1g
Outdoor Ughtil1g
Cookll18
M~us
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Small Of/kes
L.~Of/kes
ReWI
Re:>\aurMb
lodgitog
Schoob
CoIlrg'("S Jlnd VrJ,.tlsities
H~tal.s
Wareoou..~
MjX02U~JI.t'O\l.5
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COAlI,IEND VMUABLES
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SCOPE OF WORK
_~~''''"_'''''''--='''''''O-==-~~_'~''============
Tilblt 2.-9
INFORM Ena..Usu and PIO«:§.' ~ ___ --====' ____ ~~~'~w=~w=-~-=======-===9
Motors by SiI~
Pumps. ~'ans and Ccmpre;.S(1rs
Th<~naJ U,..
Meltlng
He,1Ung
o.yil\g
~'"
E 1"'''''lytic
5<"""
Cogener.I ~on
UghHng by Bulb Type
The-second category tndudes h15torical data and projections lor the number o( hOllseholds,
employmenll industrial OUlput, building floor spa<:e, tnergy prices. and degree days. \Io(ith
the e)(~plion of data on floor spaC.f, these f(:onomic indice$ are expected 10 be available
from Ihe CUy. We will review the City's previous methods for proje'cting floor space and
re..:onunfmd an approach (or this task.
The thIrd calc-gory consists of estimates of unL~ energy consumption (USC) and energy
utilization Intensity (f.UI). For example. lh~ annual energy consumption of refrigerators
vanes II~tle with[n ~glons. In such cases, regional or national estimates generally suffice.'
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UECs Ole ""pres.oo In Idlow,"hours per appt!ance unit per YeM,.11<l mo,t are g<neraUy
unUorm throughout various regiON of the (OUl1tfy. rm~rt.aJ"'lI exceptions foctudc space
heating and air cor;dl~on.lng. which v:try d\Jt 10 regioJ'~al \,,·.eather «(lndiHol\S.
EUls are expressed in kilowauh-ours ptr StluarE' rool ~r yeM and can be distinct fcr ead,
eJ1<l use wHhIn each building typ<. Th. EUl, lode'<l, building 'hell emden<)' values and
heaHng. venillatlon, and alt<ondi'ioning <HVAC) ,IU' .hal are dict.led In larg. part by
outomJ. building ,tandard" The CIty's "menl mod.1 Inpuls will probably be fully
sa Hsla<tory lor lhe 199hurvey. 1/ no~ we "ill ,valuale the use of I'G!<E or CEC Inlensi!i"
for this purp<»<.
The final Input calegol)' wnt}ins Hems that vary little nationwide ami th(>refore can be left
at the de-raul! values. spcdJied ~n Ihe EPR! Iwxlf:ls. E>.arnples include appUaoct! and
equipment llfetime-s. feder-ttl appti<llXt' anJ ~ pmenl standards, and (051 data (or inslallcd
HV AC equipment.
The (olJowir,g Is a Us.t (If Ihe sped& steps Ih1t .... iU be 11$00 10 develop Ihe input filE'S for the
forecasllng :models:
Task ?1 ~ Collect D.Ha frum Cit)· or Oenl(lp Proxies
• t.!.osl Roc't"nt Projections (If fnefgy Prices
• Most Recent Economic PrOje(tivils
• Most R""'n! Degree D.y Values
Task 7.2 ~ arMing Md Sr,alillloC'a1 Anal)'5ts of Survey Dala
• Trans.lal' dBase III F11 .. inlo SAS
• Creal. SAS Variabk>s fo, f>ch flcld
• Perform Cross TabuLllIons alld Analysis
• Verily Data. by h.mlning Rangt'S.nd Cross Tabulabons
• Chock Cross Tabul2lUons for COn.s~Ency
Task 7.3 ' Review UEC ond EUJ MOd,ll"puts
• Compo,. CEC and PCIe, VECs and EUI.
• Reconcile or Ch~ Between UICs
• Rto:mcile or Choose Bet ..... c-en EUTs
• Review IndusHiaJ EUls and PrO<:'ffS Outputs.
• Do..." m.nt FIndings
Task 7.4 ~ Generate Forecast Modtl Inpul FUes
• R~ommend Char\ges to'Buildlng apd tquipment Categories
o Consutt w,lh Cit)' Sla(f Aboul Recomtrtl?'nd Changes
• Program SAS to G,"""". Mod ,I loput';
Appliance Salur.tions lor REEl'S
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Equipment Saturations (or INFORM
Task 7.5 • Load Input FU." in'" EPlu Mod,ls
• EdJt Ihe Modellnpu! Files
• Calibrate Each Model'" Match 1m EIE<tric an<l Gas Sales
• Documenl Ih. Cha nges
• Hand-d.eliver to Cty and Demonstrate to Staff
Task 7.6 • Prepuotion of 2(). Ye .. fore,asts of En.'lN ."d W.'er
scorE Of wORK
• prepare 2()..year end·use forE'Casts of electridty, g:as~ aLN \\'attf U!ot>;
• compare the resulting end·use rorE.'("3sts "ith !he Citys 2O.yeaT C(onomeUic
fo!ecasts of energy and waler use;
• Identify ptauslble reasons for dilferences b,e~w~n the end·u5e' aoo (;XNh:lOli'trk
fo!ec<1 srs, including:
differences in input I.hta series (e.g., E'Dlploymtnl, incomes).
the incorporaUon of mandated E(fideocy star.dards ill the E'n<t·u!'"e" (OIe'(:..uI.
the specification oj the equations in Palo Alto's rcQnome-fric mooe-Is. and
potenlial uncertalillies in the input data (or the end-use model;
• reca!ibrate the end·tlse forecasts, if necessa.ryl to worporoHe differences (denlifi~
in the incorporation of mandaled effidency standards in tl'le end·U!e for(>C..:\st and
potential uncertainties in Ihe mput data (or the erd·use rl'lOdel.
·io·.' -,": ,t ';'e ' TASK 7 DEUVEMBUS
,.'0;, .J,". , t, "',:};
o ''Ci,;;':'Iil~onic ,rl(;(jel furU! flies (or REEl'S, COMMEND, and L'lFORM
>'." .... ~ /Dtx:lUnent SOUIl."e'S of Datdnputs
,~t I'r<><:edure lor Downloading ModellnpulS
::PrePare 2{)'year for"""j,
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SUlIUIUI)' of Deliverable.
]'hase 1: Prt'jecilnitiaHon (Tasks 1 and 2)
Ph ... 2! Survey Preparatlon and Admlnistr.~on (Tasks 3 and ~)
10 4-Digit SIC code ver1f:lcaHon for IaTges~ 1,(X)O accounts per utility product
Recommended 4-Digil SIC code changes in electronic (dBASE JII) {orn"l
~ WriHen brief on reccmmended SIC codlng procedures
.. Assigned 4-Digit premLse 'codes and basic building infonnation (or each
account in survey sample· electronic (dBASE 1m formal
.. Assrgned 4-Digit premlse codE'S and basic building information {or (>ach
additionaJ account· electroniC (dBASE liD fomtal
.. Writt(>n :report section on sample d(>'51gn
.. Written report section on survey methodology and procedure
.. Draft introductory lelter(s)
.. Draft qUE'Stionnalres
.. Draft foUow~up lelter(s)
a. Final introductory lelter(s)
.. Final questionnaires
.. Final {olJow~up letter(s}
.. Responden~ completed questlonnaires
.. Database of survey results in etectToruc (dBASE lID formal
Unedited written (ommenls frem survey respond(>nt:i ~--~~~~~.~~:~~~~=----------
Phas.3: Dala Analysis and Report Writing IT..,ks S and 6'
• Reports of a ItitudinaJ profil es
a. Cross tabula tions of attitudinal resuJts
.. Final report on survey fincUngs
.. Cross tabulations of survey results
Ph as. 4: Dala Submission (Task 11
•
•
•
•
Electronlo modellnpul files for REEPs, COMMEND, and INFORM
Document sources of data inputs
Document proct'dure for dOl'o'TIloading model inputs
20'year energy and water use forecast
21
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SCOPE OF WORK
Project Schedule
. The r"UowlI1g tll!lelin. illusfrates the proposed schedule for this project We wUJ roclpltte
all task Items by D«ember IS, 1994. The subsequent table displays projecled task dUIations
with est\mared sfart' and finiSh dares. Please note that the number of labor hours dOe$ not
necessarily equallheduratlon of the ta5x. For exampte-. Task 4, which is Survey Design and
Implementationl includes hourly labor to design and produce the survey. but also the «me,
allotled lor maUlng the survey and .walling receipt of responses.
Nom
1. BPRJ'g end·u .. model. (RE~PS, COMMEND, INFORM) are designed for {or<tasling
energy and fuel use. Allhough il may be possible to "Irick" Ihe models Inlo lote«l'ling
waler .. les, .uch technical "fixes" .... rarely enliroly sanslactory. Allhe scoplng meeting,
we wilJ revfew the CUy's ('\.U'l"\l'nt method of \ .. 'ater foret:'astlng and e\'al~le altemative
models 10 prepare Ille required forecasls (e.g., lWR·MAlN).
2. CLASSIFY contains no questions on attitudes toward water use. However, RMI recently
modified the CLASSIFY battery for a residential water survey. We wlll discuss tt-Js
is.:,"lH! at the $C'(Iping meenng.
3. The installation can be accomplished by running the models inferactivelYr or more e-asilYr
by ediling ASCIl".t files.
4. PG&B has del'eloped UEC, lor .. ch of lis Divisions. The UEC, lor the Division wltich
surrounds Pale> AHo 3re Ukely 10 be satisfaclory for the 1994 End·Use Survey.
22
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TASKS AND SCHEDULE DATES FOR PALO ALTO ENERGY AND WATER USE Sl/RVE'
" 1
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SCOPE OF WORK
Budget
RM"I commits to limit lhe "not-to-exceed" crut ot the entire project to a loW of $95,000 fur
the stated scope of work. The estlma'ted hours (01 .each task by project team member an.'!
provided on the follmving page. The budget includes our s<oping meetings and Ihrte
addUionaJ visll~ to verify SIC code$:, revie\',,' survey queslionnaire and sample dE"Sign, and
revi.ew the final report.
Task Cos I Estitttrdt J}-------------------+------
$3\6 Ta.d: 1· Prelimhwy Data E."(changt wiN take full advantage of It\(!
Oty's past s:.Jrvey c),;periel'\(E' and prepare the groundwork (or the
sCQping meetings. i!-=--"-"-'''---'c:.::...!''--------.-------+--------
Tuk 2· SC'Oping MEeting will getlhe pro}l.'ct sta..r«xl right by
identifying all the information needed from the survey and as.s.cssing
~ models and approaches available (or rm>eling (hese needs.
Task 3· Customer Claslllficat:!Qn wdudes SIC (Ode ,,'{'nnCltion and
correlation o( metE"N to physicallocationsi as. ~-'eU as collecting
519.2.$
preliminaIy data on ~~rc()ntacts appropriate .!?~t~~tvey. _+-_. ___ _
Task 4· Survey Design and Jmplemf'ntat:!o [\ \."OV.fl'S the com.plt't\:'
data collection Pro<'eSs from the ~mple design, questionnaj~
deveroprmont, and continuing through the final stag(> of survey
l"erponse data coding and tabulation. lncorporation of attitudinal
battery_ i So [r,du.ded in queslionnaire devclopmer,t.
Task 5· Attitudinal Profiling ((Insists of (ro.ss. tabulating the
SJJ,i7G
S9,120
development cross tabs and the ~~€port on._'_'"_·"'_d_",, __ ' p",_o_fi_''''_._. _+ ___ . ____ ,
Task 6· Data Anal}'sis.and Cros-t·Tabuiatfon consists ~f the
development of the cross tabs final r~pott of the survey results.
'J'a..<d<. 7 • Developmtl\1 01 Data lnput Fll rs ilnd E.n try into EPRl
Models includes getting the data. ready (or the modets and a
demonstration oJ how Ihe data was calibraled Jor the systems.
TOTAL
25
S9;l3O
$20,390
594,96\
•
RESOURCE MANAGEMENT INTERNATIONAL, INC.
Q-.,,~tt...,....ju ...
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PALO ALTO EflEAGY AND WAll!R use SURVEY
• M;'~~~IA~'WlIdrnr.iII .. MrtoalM~~~~~
•• Pa)'lmflllr, .... .....,ottri!i~ ...... Ilk.o~, 11'1 d~1'lII OQ 1'0>1<1 t~~ I,~I r(;f~, .... rlllft-m: u.f .iIll"h!lod'l~t4!..,..,.. ~ I.l,o:f.
Sufl''''t~
8;rtk4tr
~",J\;'l ... """'" TolIl 'fIrm
Otwc·~1f1
11:>1 .. .., KtSty
AL~ Cf¢lt
k'"...t-<ll:I~
LI'Wt ('II".,.,
Pri~11 EuC<.IQ~1 C'GN\I),u,j
PrlN;fp.1 ~t<\>tiu~ktti
M""""'j'E'~IC-~
P,;~II £1t~>It;"1 c.......,l1l1/l1
!:.trottte c-..k!",
.s~C~1WIl
SMlc.C' ....... k"""
AMini
;2 .•
SCOPli OF WORK
s"heduJe ol Paymcnfs
Month P.aya-,ent Work-In-Progress DeUverables·
(Payment Amount
due)
''''' , • UlUi Rtql.l~t
Mly31 S. So,(V-l r"" • StUl"lll'W)' o(s..~'8 Mte&g
S(t;!-\i.>;H
Tcl J • 4-r:.gi I SK C'O>.1t vtrllkatior. lot I.uge$I
1m' 1,000.K«>Un~ p« ut1!ily product
'"'" '" $lO.«>' Tcl 1 • fI",:cI\JJ"ooH\dtd "'[).gI1 SIC rode d'llilge:l iJ1
!:oit-t-~"~I ~1«trQr.k MIMSE lin fOftNlt
• ~.all iIllrodUitory !.rtMW
• Drolft qtJ~M.liIi'$
1---'----/----• [)roUt tNlow.up lo1tl~~J
T"" J • Assi.gi1N ,"Digil Ph'm.i$t; (odO!$ ll1d rusk
Jull )1 SI5.ro;1 T~\4 ~'g I.ilft:>nNllOfl ro." UdllK('(W'lI in
'Survt~. F'r»~1IctiOl1 S\ll\'tY ~ mph' • riKtIW'LJoC (d BASE lID
S:1~ ... j~t ,-,
) RNJ i1\troJUdOJ)' !"I£r{~) • FI/'.,lIq'Je:;ti('>rul.1jJ.-:s • FtNI tL'U"w·up hums1
--.~ "---
T,,~\: 1 ) Wriwm r~,port S«tiNi or. s..'C;plll d~sn
1w. • Wriltoffi rtpOrt wctLOfl on ~'ey
Al1g .11 51,1;,((\"0 Swwy\l.IUi."S lni'thOOe>!Q,[O' lJ\d pro<NllN • Wnl'itn bm( 011 rtromUlmd«i S!C ro.:!i!lg
pr<X'l'<llll11:< • MAruO $lT}WEYS
1-----• S'JRV.e'l fOLLOW-UP ~llN(;/PHOo\lE
1m J • R~?)lv:l.ffi1 (\)Olploete<l ~llestionNiIe;.
"",.)oJ 510.0(0,) loIS); ~ • D.abhl-..e of 'SW'o\'y ~ults in tI(-ctJl'fliC
(dBASl no (OIlNt • Ulltdil\'d I"ol'ltttfl OOQUI''!Mts. &txn wr.'~y
r-t:IplMllf'Its
T~\; S • A~>igne..:l"'Digit prIlCtiw CQd~ ar.d b,o~c
(\.1 :)1 ""-Tw (, buil<:ii!lg .:.nll'l1l'Y tloo (01 ~ch a<ioiitiotul
l ...... 1 K('oo.nl ... Ie«rorok (dMSE m) rol'l:J'\O,t • Cross uibuLatioo> cf attitudiNl NSUll$ • CtoI.'S i&bw,tjoru; 01 suney rewlf:5.
Ta~'k :;, • RtpoM of attih.l(iil1al pro!i.loK
Nov Xl $...l(.Ip Tl..Q.6 • fiNl ~ on ~~,' lih<JiJlgs
T.a.s.\( .. , .El:('drONC' O1o.;bl iJl P'.lt 611"> fOf REfh,
Rtport Proiu<tion c.,."OMMEND, and INR)AAI
TI~k 1 • (~1l1 '>OLlfM of d~ I.J ir.?Ub
0.-.." lS ' . 5l0,000 Site-Vi~1 • 0xurn1'1l1,rr0C'Ed1lN for do\vnl~
tr.oJ~l inplll_
• :21l-)'eM !!'MIg}' Mid wat~r U:S-(! fO!«'(:,hl
TOTAL $~5J).._\)
• W«'~ proJv.."'Cs wU b.> <»n'lid1'f'\'\1 ~J~~'"N" to 1l1~ llty <:01 P.alo A!to UtiJJ.!ir-; l\>pi'lrlm~nl upon Ymtl~ slIi:1l11ittal
1100"0 1\. ... 1 "'of li'f"rol'llt-r tlI.e 0.':1' 0( Plio I\Jt" lTtilitil"\l 1:Np~ rtm<"11 L
-
27
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mY-I'-tJ4 II1l I>'IIS
C~y of I'Olo Alto
i'w"<Aulnr" Coo ..... AdIdo l50 H=!JIro ,,_
hI<> ""0, CA ~l
.Nt IfJ. ZUlbtili>!i4l EXHI811 "B" p, U~/l'<
11,lllO ...... r~
.,. h AIZ1'tt'U
, ,
It-M..lO Ntr OF 'ntf AaottI ~ ~ B£ CI.."IC91.ro II:£~ Uti !
D:FW,TJ:f.I titll-1~. I>f: IS$.JffI3 Ot:N1'AAY WU OOEAVOA TO
w.&. .JQ.-DAYS WMTOI mra: '0 JHIii (:;1r.f:r.A1E ~R tu~O YO l~
llff, arr 'lllfC }l) 140'.&.. a..ol NOla: a\oIH ~ Oft
UlMJrV U' -.H113'O t.t.'Ct-I lK:
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EXHIBIt "e"
PART II • SUPPLEMENTS TO FORMS s£cnor~ 00410 (RFPI
CERTIFICA TION OF NONDISCRIMINA TION
Certification of NODgl!u;rim1n1tiooi As suppliers of goods (If services to the City of
Palo Alto, the flrrn and Individuals listed below certifles that they do nOt
discriminate In employment with regards .to age, race, color, religion, natloMI
origin, ancestry, dlsabililV, or $exuel preference; that they are In compliance with
all Federal, State and local directives and executive ordels regarding
nondiscrimination In employment; end thet they aGree to demonstrate positively
and aggresslvelv the principle of equal opportunity Inemplovment.
The Proposer egrees specifically:
'.0 To estabnsh or observe employment policies which affirmatively promote
opportunrtros for minority persons ot all job revels.
2.0 To communicate this policy to all persons concerned. Including all
employees. outside retruiting services. eSP{lcially those serving minority
communities. and to the minority communities at lar.ge.
3.0 To lake affirmative action steps 10 hire minority emploYG"es within the
organizi;ltion.
4.0
Firm:
To be knowledgeable of the local, stBte. and fecfaf81laws and (egulations
concerning affirmalive action policies and provide oPPol1unitles for
employees.
Resource Kan8&e~nt ]nternatlonal. Inc.
Senior Vice President Title of Officer Si9ni09: _____________ _
SignalUre __ \.y""'''-....-.::,=''-'G'''''',j)'''''~='-:=... _______ _
Dale. _______________ Ka~<~<~h_1~~~,~19~9~4 _________ __
Pleas. Include any additional information evallabla regarding equal opportunity
employment programs now in eHect within your company.
END OF SECTIDN
CITY 01 PAlO ALTO: Non-di$Cfimil"l8tion i5/931 SECTION OO"0(~'PH
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