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ATTACHMENT A – SCOPE OF WORK <br />Page 4 <br />Time Due Date1 Deliverable Requirement <br />Year 2, Quarter 1 03/31/2025 Quarterly Report <br />Year 2, Quarter 2 06/30/2025 Quarterly Report <br />Year 2, Quarter 3 09/30/2025 Quarterly Report <br />Year 2, Quarter 4 12/31/2025 Quarterly Report, EMP, O&M Program Plan, Annual <br />Meeting <br />Year 3, Quarter 1 03/31/2026 Quarterly Report <br />Year 3, Quarter 2 06/30/2026 Quarterly Report <br />Year 3, Quarter 3 09/30/2026 Quarterly Report <br />Year 3, Quarter 4 12/31/2026 Quarterly Report, EMP, O&M Program Plan, Annual <br />Meeting <br />1 PARTICIPANT has up to 60 calendar days from the due date to submit the deliverable requirement or within a <br />time period determined by PSE. If PARTICIPANT does not provide the deliverables, PSE may terminate the <br />contract and all services. <br />2 EMP and O&M Program Plans only need to be resubmitted in Years 2 and 3 if there are changes. <br />Training <br />PSE encourages PARTICIPANT to use the training allowance each year provided in Table 1. Each training allowance <br />will expire if it is not used within the designated year. The person attending the training must be listed as a SEM <br />resource in Table 2 or be approved by PSE. The training allowance is to be provided for SEM-related training <br />courses, which include the following: <br />1. Building Operator Certification (BOC) training <br />2. Association of Energy Engineers (AEE) training <br />3. American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE) training <br />4. PSE-approved courses <br />The training allowance can also be used to offset the cost of energy management software used by the Energy <br />Champion to track energy consumption/costs across the portfolio. <br />To receive reimbursement up to the allotted amount, PARTICIPANT must submit evidence of payment for the <br />training course (such as an invoice from the training organization) or software and evidence that the course has <br />been completed (such as a transcript). PSE will determine if the information presented is sufficient for payment, <br />and will reimburse to the customer as listed in the Incentive Agreement. It is not possible to reimburse individuals. <br />PARTICIPANT must submit for reimbursement within 60 days of completing the course or within a time period <br />determined by PSE. <br />Building Requirements <br />In order for a building to be included in PARTICIPANT’s portfolio, it must have the following requirements or be <br />approved by PSE: <br />1. Minimum Data – The building must have a minimum of 24 months of consecutive PSE utility data. In <br />addition, PARTICIPANT must have occupied the building for a minimum of 12 months. <br />2. Minimum Meter Resolution – The meter associated with a building cannot serve more than three unique <br />facility types (defined by operating hours and use) unless submetering data is provided by PARTICIPANT <br />on an annual basis. For example, a campus gas meter for a steam plant that serves four different building <br />types cannot be included in PARTICIPANT’s portfolio if submetering is not provided. In this case, the gas <br />usage associated with the campus gas meter would be excluded.