GFO-25-605 – Reliable Electric Charging for Eligible School-bus Sites (RECESS)

Attachment 4

Exhibit A

SCOPE OF WORK

(Informational Only)

By applying to this solicitation, Applicant agrees to perform its project according to the language shown in this Attachment. If proposed for an award in a NOPA, the Applicant will work with an assigned CAM to complete the Scope of Work.

The information, requirements, and deliverables set forth in the Scope of Work template are provided for preliminary reference only and are subject to revision. CEC reserves the right to modify the Scope of Work at any time during the negotiation and development of a grant agreement.

KEY NAME LIST

GLOSSARY

Specific terms and acronyms used throughout this scope of work are defined as follows:

Background

Assembly Bill (AB) 118 (Nunez, Chapter 750, Statutes of 2007), created the Clean Transportation Program. The statute authorizes the CEC to develop and deploy alternative and renewable fuels and advanced transportation technologies to help attain the state's climate change and clean air goals. AB 126 (Reyes, Chapter 319, Statutes of 2023) reauthorized the funding program through July 1, 2035 and focused the program on zero-emission transportation.

The Clean Transportation Program has an annual budget of approximately $100 million and provides financial support for projects that:

Develop and deploy zero-emission technology and fuels in the marketplace.

Produce alternative and renewable low-carbon fuels in California.

Deploy zero-emission fueling infrastructure, fueling stations, and equipment.

Establish workforce training programs and conduct public outreach on the benefits of alternative transportation fuels and vehicle technologies.

Additionally, the Budget Acts of 2021 and 2022 (Chapters 21, 69, and 240, Statutes of 2021 and Chapters 43, 45, and 249, Statutes of 2022) appropriated one-time funding from the General Fund to support infrastructure deployments, emerging opportunities, and manufacturing projects for zero-emission light-duty and medium- and heavy-duty vehicles.

On April 6, 2026, the CEC released a Grant Funding Opportunity (GFO) entitled "Reliable Electric Charging for Eligible School-bus Sites (RECESS)." This multi-lane grant solicitation (first come, first served and competitive) was to fund projects to install electric vehicle (EV) charging infrastructure for electric school buses. In response to GFO-25-605, the Recipient submitted application #XX which was proposed for funding in the CEC's Notice of Proposed Awards on [insert date]. GFO-25-605 and Recipient's application are hereby incorporated by reference into this Agreement in their entirety.

In the event of any conflict or inconsistency between the terms of the Solicitation and the terms of the Recipient's Application, the Solicitation shall control. In the event of any conflict or inconsistency between the Recipient's Application and the terms of this Agreement, this Agreement shall control. Similarly, in the event of any conflict or inconsistency between the terms of this Agreement and the Solicitation, the terms of this Agreement shall control.

Problem Statement:

California local educational agencies have been tasked with meeting statewide fleet electrification goals, and electric school buses are a pivotal segment in achieving those goals. Fleet electrification requires large investments in the procurement and deployment of electric school buses and the supporting charging infrastructure for those buses. Funding gaps and charging infrastructure needs must be addressed to support California local educational agencies' fleet electrification efforts.

Goal of the Agreement:

The goal of this Agreement is to install charging infrastructure that will support California local educational agencies' transition to electric school buses.

Objectives of the Agreement:

The objectives of this Agreement are to purchase and install [insert number] [insert single or dual port] L2 grid-connected chargers, [insert number] dual port grid-connected direct current fast chargers (DCFCs), [insert number] dual port grid-connected bidirectional DCFCs, and zero-emission [insert number] off-grid/mobile chargers for a total of [insert number] charging ports across [insert number] sites to support [insert number] new electric school buses and/or [insert number] existing electric school buses without sufficient charging infrastructure.

TASK 1 ADMINISTRATION

Task 1.1 Attend Kick-off Meeting

The goal of this task is to establish the lines of communication, procedures and data requests for implementing this Agreement. The Commission Agreement Manager (CAM) shall designate the date and location of this meeting and provide an agenda to the Recipient prior to the meeting.

The CAM shall:

Send the Recipient the kick-off meeting agenda.

The Recipient shall:

Attend a "Kick-Off" meeting that includes the CAM and may include the Commission Agreement Officer (CAO) and a representative of the CEC Accounting Office. The Recipient shall bring their Project Manager, Agreement Administrator, Accounting Officer, and any others determined necessary by the Recipient or specifically requested by the CAM to this meeting.

Provide an updated Schedule of Products, and updated list of permits.

Discuss the following administrative and technical aspects of this Agreement:

Agreement Terms and Conditions

Critical Project Review (Task 1.2)

Permit documentation (Task 1.7)

Subawards and site host agreements (if applicable) needed to carry out project (Task 1.8)

The CAM's expectations for accomplishing tasks described in the Scope of Work

An updated Schedule of Products and Due Dates

Monthly Calls (Task 1.4)

Quarterly Progress Reports (Task 1.5)

Program Management Data Report (report template to be provided by CAM)

EV Utilization Data Report (report template to be provided by CAM)

GHG Intensity Report (report template to be provided by CAM)

Technical Products (Product Guidelines located in Section 5 of the Terms and Conditions)

CAM Product:

Kick-Off Meeting Agenda

Recipient Products:

Updated Schedule of Products

Updated List of Permits

Task 1.2 Critical Project Review (CPR) Meetings

CPRs provide the opportunity for frank discussions between the CEC and the Recipient. The goal of this task is to determine if the project should continue to receive CEC funding to complete this Agreement and to identify any needed modifications to the tasks, products, schedule or budget.

The CAM may schedule CPR meetings as necessary, and meeting costs will be borne by the Recipient.

Meeting participants include the CAM and the Recipient and may include the CAO, the Fuels and Transportation Division (FTD) program lead, other CEC staff and Management as well as other individuals selected by the CAM to provide support to the CEC.

The CAM shall:

Determine the location, date, and time of each CPR meeting with the Recipient. These meetings generally take place at the CEC, but they may take place at another location or remotely.

Send the Recipient the CPR meeting agenda and a list of expected participants in advance of each CPR. If applicable, the agenda shall include a discussion on both match funding and permits.

Conduct and make a record of each CPR meeting. Prepare a schedule for providing the written determination described below.

Determine whether to continue the project, and if continuing, whether or not modifications are needed to the tasks, schedule, products, and/or budget for the remainder of the Agreement. Modifications to the Agreement may require a formal amendment (please see section 8 of the Terms and Conditions). If the CAM concludes that satisfactory progress is not being made, this conclusion will be referred to the Lead Commissioner for Transportation for his or her concurrence.

Provide the Recipient with a written determination in accordance with the schedule. The written response may include a requirement for the Recipient to revise one or more product(s) that were included in the CPR.

The Recipient shall:

Prepare a CPR Report for each CPR that discusses the progress of the Agreement toward achieving its goals and objectives. This report shall include recommendations and conclusions regarding continued work of the projects. This report shall be submitted along with any other products identified in this scope of work. The Recipient shall submit these documents to the CAM and any other designated reviewers at least 15 working days in advance of each CPR meeting.

Present the required information at each CPR meeting and participate in a discussion about the Agreement.

CAM Products:

CPR meeting agenda and a list of expected participants

Schedule for written determination

Written determination

Recipient Product:

CPR Report(s)

Task 1.3 Final Meeting

The goal of this task is to closeout this Agreement.

The Recipient shall:

Meet with CEC staff to present the findings, conclusions, and recommendations. The final meeting must be completed during the closeout of this Agreement.

This meeting will be attended by, at a minimum, the Recipient and the CAM. The technical and administrative aspects of Agreement closeout will be discussed at the meeting, which may be two separate meetings at the discretion of the CAM.

The technical portion of the meeting shall present an assessment of the degree to which project and task goals and objectives were achieved, findings, conclusions, recommended next steps (if any) for the Agreement, and recommendations for improvements. The CAM will determine the appropriate meeting participants.

The administrative portion of the meeting shall be a discussion with the CAM about the following Agreement closeout items:

What to do with any equipment purchased with CEC funds (Options)

CEC request for specific "generated" data (not already provided in Agreement products)

Need to document Recipient's disclosure of "subject inventions" developed under the Agreement, if applicable

"Surviving" Agreement provisions

Final invoicing and release of retention

Provide written documentation of meeting agreements.

Prepare a schedule for completing the closeout activities for this Agreement.

Products:

Written documentation of meeting agreements

Schedule for completing closeout activities

Task 1.4 Monthly Calls

The goal of this task is to have calls at least monthly between CAM and Recipient to verify that satisfactory and continued progress is made towards achieving the objectives of this Agreement on time and within budget.

The objectives of this task are to verbally summarize activities performed during the reporting period, to identify activities planned for the next reporting period, to identify issues that may affect performance and expenditures, to verify match funds are being proportionally spent concurrently or in advance of CEC funds or are being spent in accordance with an approved Match Funding Spending Plan, to form the basis for determining whether invoices are consistent with work performed, and to answer any other questions from the CAM. Monthly calls might not be held on those months when a quarterly progress report is submitted, or the CAM determines that a monthly call is unnecessary.

The CAM shall:

Schedule monthly calls.

Provide and explain the Program Management Data Report Template during first monthly call and review with Recipient during subsequent monthly calls.

Provide questions to the Recipient prior to the monthly call.

Provide call summary notes to Recipient of items discussed during call.

The Recipient shall:

Review the questions provided by CAM prior to the monthly call

Complete the Program Management Data Report following the first monthly call and review and update with CAM during subsequent monthly calls as needed. Reporting of Program Management Data Report will be submitted to CAM quarterly. (Task 7)

Provide verbal answers to the CAM during the call.

Send an email to CAM concurring with call summary notes.

Product:

Email to CAM concurring with call summary notes.

Task 1.5 Quarterly Progress Reports

The goal of this task is to periodically verify that satisfactory and continued progress is made towards achieving the objectives of this Agreement on time and within budget.

The objectives of this task are to summarize activities performed during the reporting period, to identify activities planned for the next reporting period, to identify issues that may affect performance and expenditures, and to form the basis for determining whether invoices are consistent with work performed.

The Recipient shall:

Prepare a Quarterly Progress Report which summarizes all Agreement activities conducted by the Recipient for the reporting period, including an assessment of the ability to complete the Agreement within the current budget and any anticipated cost overruns. Progress reports are due to the CAM the 10th day of each January, April, July, and October. The Quarterly Progress Report template can be found on the ECAMS Resources webpage available at .

Product:

Quarterly Progress Reports

Task 1.6 Identify and Obtain Required Permits

The goal of this task is to obtain all permits required for work completed under this Agreement in advance of the date they are needed to keep the Agreement schedule on track.

Permit costs and the expenses associated with obtaining permits are not reimbursable under this Agreement. Although the CEC budget for this task will be zero dollars, the Recipient may budget match funds for any expected expenditures associated with obtaining permits. Permits must be identified in writing and obtained before the Recipient can make any expenditure for which a permit is required.

The Recipient shall:

Prepare a letter documenting the permits required to conduct this Agreement and submit it to the CAM at least 2 working days prior to the kick-off meeting. If there are no permits required at the start of this Agreement, then state such in the letter. If it is known at the beginning of the Agreement that permits will be required during the course of the Agreement, provide in the letter:

A list of the permits that identifies the:

Type of permit

Name, address and telephone number of the permitting jurisdictions or lead agencies

The schedule the Recipient will follow in applying for and obtaining these permits.

Discuss the list of permits and the schedule for obtaining them at the kick-off meeting and develop a timetable for submitting the updated list, schedule and the copies of the permits. The implications to the Agreement if the permits are not obtained in a timely fashion or are denied will also be discussed. If applicable, permits will be included as a line item in the Progress Reports and will be a topic at CPR meetings.

If during the course of the Agreement additional permits become necessary, provide the appropriate information on each permit and an updated schedule to the CAM.

As permits are obtained, send a copy of each approved permit to the CAM.

If during the course of the Agreement permits are not obtained on time or are denied, notify the CAM within 5 working days. Either of these events may trigger actions available to the CEC under this Agreement, such as an additional CPR.

Products:

Letter documenting the permits or stating that no permits are required

A copy of each final approved permit (if applicable)

Updated list of permits as they change during the term of the Agreement (if applicable)

Updated schedule for acquiring permits as changes occur during the term of the Agreement (if applicable)

Task 1.7 Obtain and Execute Subawards and Agreements with Site Hosts

The goal of this task is to ensure quality products and to execute subrecipient and site host agreements, as applicable, required to carry out the tasks under this Agreement consistent with the Agreement Terms and Conditions and the Recipient's own procurement and contracting policies and procedures.

The Recipient shall:

Execute and manage subawards and coordinate subrecipient activities.

Execute and manage site host agreements and ensure the right to use the project site throughout the term of the Agreement, as applicable. A site host agreement is not required if the Recipient is the site host.

Notify the CEC in writing immediately, but no later than five calendar days, if there is a reasonable likelihood the project site cannot be acquired or can no longer be used for the project.

Submit a letter to the CAM describing the subawards and any site host agreements needed or stating that no subawards or site host agreements are required.

If requested by the CAM, submit a draft of each subaward agreement and any site host agreement required to conduct the work under this Agreement to the CAM for review.

If requested by the CAM, submit a final copy of each executed subaward and any site host agreement.

If Recipient intends to add new subrecipients or change subrecipients, then the Recipient shall notify the CAM.

Products:

Letter describing the subawards and any site host agreements needed or stating that no subawards or site host agreements are required

Draft subaward (if requested)

Final subaward (if requested)

Draft site host agreement (if requested)

Final site host agreement (if requested)

TECHNICAL TASKS

TASK 2 Design and engineering

The goal of this task is to coordinate with the electric utility, project subrecipients and/or vendors, and other project participants to complete all required design and engineering work that will enable successful construction of electric vehicle charging infrastructure across [insert number] of sites.

The Recipient shall:

Provide the CAM with a Written Notification of Electric Utility Funds, if an electric vehicle infrastructure program established by the electric utility will be applied to the project. The Written Notification will include but not be limited to:

A short description of the electric vehicle infrastructure program offered by the electric utility

The date Recipient applied to receive funding

The amount of funding that Recipient was awarded

Coordinate with the electric utility to ensure sufficient power is available at each project site(s) and understand site upgrade requirements.

Inspect project site(s) and determine necessary design and planning work.

Complete engineering, design, and construction plans.

Provide a copy of the Final Site Designs for each site to the CAM. The Final Site Design Drawings will include, but not be limited to:

Site address

Project summary or scope of work

Bill of materials

Location of proposed charger installations

Site design drawings

Necessary site upgrades

Connections between the charger(s) and electric service equipment

Prepare and provide an Installation and Upgrade Schedule to the CAM for each site. The Installation and Upgrade Schedule will include, but is not limited to:

A schedule of activities and anticipated dates from pre-construction to commissioning

The order of installations

An update, as necessary, to milestones and timeline

Products:

Written Notification of Electric Utility Funds (If applicable)

Final Site Designs for each site

Installation and Upgrade Schedule for each site

[CPR WILL OCCUR DURING THIS TASK. See Task 1.2 for details.]

TASK 3 PURCHASE ORDERS

The goal of this task is to procure [insert number] new electric school buses (if applicable) and [insert number] charging ports that will be installed in Task 4. Expenditures related to the purchase of electric school buses is not eligible for reimbursement. (If purchasing eligible battery energy storage, distributed energy resources, zero-emission mobile chargers, and/or zero-emission off-grid chargers, include information here.)

The Recipient shall:

Provide a Final Vehicle and Equipment List to the CAM that outlines the electric school buses, electric vehicle supply equipment, and service agreements that will be purchased for all of the project sites and is accompanied with electric school bus and charger specifications sheets. Any equipment listed must meet the Minimum Technical Requirements for Electric School Bus Charging Stations listed in Section II.C of GFO-25-605. All electric school buses to be procured must be on the HVIP Vehicle Catalog.

Provide CAM with a Written Statement of Charger and Electric School Bus Compatibility signed by charger manufacturer and electric school bus manufacturer confirming interoperability for each charging port proposed to be installed. The letter should include, but not be limited to:

Size(s) of the electric school buses that will use the proposed charging infrastructure

Duty cycle of the electric school buses

How fast the Recipient wants to charge/refuel the buses

Confirmation that the charging port and electric school bus are compatible

Proof of contact with the manufacturers including date, names of the manufacturer representatives, and a summary of the discussion

Signature of charging port manufacturer and electric school bus manufacturer

If the Recipient already owns the same type of electric school buses and charging infrastructure, the Recipient may submit information that shows how the existing infrastructure meets the duty cycle of the buses and certify that the planned buses and infrastructure will be the same

Receive CAM written approval of Final Vehicle and Equipment List and Written Statement of Charger and Bus Compatibility prior to purchasing electric vehicle supply equipment (EVSE, a charger as defined).

Provide CAM with Purchase Orders for Electric Vehicle Supply Equipment for all sites within 14 days of entering into the purchase order.

Provide CAM with Purchase Orders for New Electric School Buses to be supported by project's charging ports for all sites within 14 days of entering into the purchase order. (If applicable) Purchase orders should be placed within six (6) months of grant agreement execution. If the Recipient cannot place a purchase order within six (6) months of agreement execution, the CEC reserves the right to cancel the grant agreement. Purchase orders for all proposed new electric school buses must be submitted before reimbursement for any eligible project costs will be considered by the CEC.

Provide CAM with High Quality Digital Photographs of New Electric School Buses within 14 days of delivery (If applicable). Recipient shall also provide the vehicle identification numbers (VIN) for each electric school bus with photographs.

Products:

Final Vehicle and Equipment List

Written Statement of Charger and Electric School Bus Compatibility for all charging ports

Purchase Orders for Electric Vehicle Supply Equipment for all sites

Purchase Orders for New Electric School Buses for all sites (If applicable)

High Quality Digital Photographs of New Electric School Buses (If applicable) and VIN for each bus

TASK 4 INSTALLATION AND IMPLEMENTATION

The goal of this task is to successfully install and commission all charging ports purchased for the project sites in Task 3. (If applicable, include eligible battery energy storage, distributed energy resources, zero-emission mobile chargers, and/or zero-emission off-grid chargers here.)

The Recipient shall:

Perform all work required per the Final Site Designs and Installation and Upgrade Schedules for each site in Task 2.

Install charging ports at site(s).

Prepare and provide Written Notification of Inspection Completion to the CAM.

Take and provide at least one High Quality Digital Photograph of each Installed Charging Port at each site to the CAM. Recipients shall also provide the serial numbers of system components or equipment with the photographs.

Perform commissioning and final inspections to verify that installation meets the design intent and requirements.

Provide a Written Notification of Complete Commissioning when charging ports are commissioned at each site.

Ensure that all charging ports are properly provisioned on the network.

Submit an AB 841 Certification that certifies the project has complied with all AB 841 (2020) requirements specified in Exhibit C or describes why the AB 841 requirements do not apply to the project. The certification shall be signed by Recipient's authorized representative.

Submit EVITP Certification Numbers of each Electric Vehicle Infrastructure Training Program certified electrician that installed electric vehicle charging infrastructure or equipment. EVITP Certification Numbers are not required to be submitted if AB 841 requirements do not apply to the project.

Products:

Written Notification of Inspection Completion

High Quality Digital Photograph of each Installed Charging Port

Written Notification of Complete Commissioning for each site

AB 841 Certification

EVITP Certification Numbers for all electricians installing chargers

[CPR WILL OCCUR DURING THIS TASK. See Task 1.2 for details.]

TASK 5 OPERATIONS AND RELIABILITY

Recipient shall comply with the reliability performance standards, recordkeeping, reporting, and maintenance requirements (Requirements) for EV chargers installed as part of this Agreement, excluding any charger used solely for private use at a single-family residence or a multifamily housing unit with four or fewer units. In the event the CEC adopts regulations that include Requirements, for example as required by AB 2061 (Chapter 345, Statutes of 2022) and/or AB 126 (Chapter 319, Statutes of 2023), those Requirements shall supersede the Requirements contained in this Scope of Work for this Agreement wherever, as determined by the CAM, they conflict or are redundant.

Task 5.1 Operations

Operational requirement for all chargers: The Recipient shall operate charging ports installed as part of this Agreement during the term of this Agreement.

Uptime requirement for all chargers: The Recipient shall ensure that the charging port uptime for each charging port installed in the project is at least 97 percent of each year for six years after the beginning of operation.

Maintenance requirements for all chargers: The Recipient shall:

Conduct preventive maintenance, as specified by the charger manufacturer, on the charger hardware by a certified technician annually. The time interval between consecutive preventive maintenance visits to any charger shall be no more than 13 months.

Complete corrective maintenance within 5 business days of the beginning of a time when the charger or charging port is inoperative or exhibiting failures that result in an inability to charge.

OCPP requirements for networked chargers: The Recipient shall retain the services of a charging network provider that meets the bulleted criteria below to record, retain, and transmit the Remote Monitoring data for networked chargers specified in Task 5.2.

The charging network provider must have an API of the CEC's choosing to permit the charging network provider to transfer the data required in this section directly to the CEC or the CEC's designee within 60 minutes of the record's generation.

The charging network provider must have Subset Certification of the Charging Station Management System in the Open Charge Alliance OCPP Certification Program for OCPP version 2.0.1, published May 24, 2023, or a subsequent version of OCPP for Core, Advanced Security, and ISO 15118 Support functionalities.

The charging network provider's central system must have connection to the chargers using OCPP version 2.0.1 or a subsequent version of OCPP. This does not preclude the additional use of other communication protocols.

The charging network provider and chargers must transmit the following protocol data units between the Central Management System and the charger(s) as specified in OCPP version 2.0.1 or a subsequent version of OCPP:

AuthorizeRequest shall be transmitted to the Central Management System by the charger.

AuthorizeResponse shall be transmitted by the Central Management System to the charger.

BootNotificationResponse shall be transmitted by the Central Management System to the charger in response to any received BootNotificationRequest.

HeartbeatRequest shall be transmitted to the Central Management System by the charger on a set interval.

HeartbeatResponse shall be transmitted to the charger by the Central Management System in response to any received HeartbeatResponse.

RequestStartTransactionRequest shall be transmitted by the Central Management System to the charger as specified in OCPP 2.0.1 or a subsequent version of OCPP.

StatusNotificationRequest shall be transmitted by the charger to the Central Management System any time the charger or an associated charging port's operative status changes.

TransactionEventRequest shall be transmitted to the Central Management System by the charger as specified in OCPP 2.0.1 or a subsequent version of OCPP.

The optional field meterValue must be populated when the eventType field is set to either "Started" or "Ended."

When populated, the sub-subfield Value of the subfield SampledValue of the field meterValue shall be transmitted in Watt-hours (Wh).

When populated, the sub-sub-subfield unit of the sub-subfield unitOfMeasure of the subfield SampledValue of the field meterValue shall be set to the default string, "Wh."

When populated, the sub-sub-subfield multiplier of the sub-subfield unitOfMeasure of the subfield SampledValue of the field meterValue shall be set to the default integer, 0 (zero).

When the meterValue field is populated, the measurand sub-subfield of the SampledValueType subfield, of the field meterValue shall be populated as specified in OCPP 2.0.1 or a later version.

Without limitation to other rights and remedies which the CEC may have, including but not limited to survival provisions specified in the Terms and Conditions of this Agreement, this requirement to ensure operationality for six years after the beginning of operation shall survive the completion or termination date of this Agreement. In addition to other requirements in the Terms and Conditions of this Agreement, all CEC-reimbursable expenditures must be incurred within the Agreement term.

Task 5.2 Recordkeeping and Transmittals

The goal of this task is to collect, maintain, and transmit records of charging port operation and reliability to the CEC.

The Recipient shall:

For networked chargers, ensure the charging network provider collects and retains the Remote Monitoring data below from each charging port installed and operated as part of this Agreement.

For networked chargers, ensure the charging network provider automatically transmits the Remote Monitoring data below to the CEC, via API, within 60 minutes of the Remote Monitoring data's generation. Transmittals must begin within one month of the charger becoming operational.

For networked chargers, ensure the charging network provider retains the Remote Monitoring data below for 2 years from the date of each record's generation. Provide Remote Monitoring records to the CEC within 10 business days of request.

Provide digital records in a comma separated values file unless another file format is approved by the CEC for the request.

Provide a clear and understandable Data Dictionary that describes each data element and any associated units with all digital records.

Remote monitoring data for networked chargers, which will serve as the foundation for the Remote Monitoring records that must be submitted include:

All instances of the following Protocol Data Units, specified in OCPP 2.0.1 that are transmitted between the charger and the central system.

AuthorizeRequest

AuthorizeReponse

BootNotificationRequest

HeartbeatResponse

RequestStartTransactionRequest

StatusNotificationRequest

TransactionEventRequest

For all chargers, collect and retain the maintenance records specified below for each charging port installed and operated as part of this Agreement for 6 years from the date the charging port begins operation. Provide Maintenance Records to the CEC within 10 business days of request.

Maintenance Records, for all chargers, Recipient shall collect and retain:

Reports of inoperative charging ports or charging port failures resulting in inability to charge, such as a customer complaint, internal diagnostics, or inspection.

Records of any maintenance conducted on charging ports installed and operated as part of the agreement. Records should specify the following:

Date and time of the maintenance event.

Whether maintenance was corrective or preventive in nature.

Whether and for how long the charging port was in an inoperative state prior to maintenance.

Whether the charging port was in an operative state following maintenance.

Products:

Remote Monitoring Records

Data Dictionary

Maintenance Records

Task 5.3 Reporting

The goal of this task is to provide reports on charger reliability and maintenance.

The Recipient shall:

For each charger, after the charger becomes operational, prepare and submit to the CEC Quarterly Reports on Charger and Charging Port Reliability and Maintenance. This report must conform to a format approved by the CEC and is provided for six years after the charging ports are operational. Each report must include:

A summary of charging port downtime, including total downtime and the number and frequency of downtime events, the minimum, median, mean, and maximum duration, and the causes of downtime events. Downtime shall be determined on a per charging port basis by summing the durations of all downtime events during the reporting period. The duration of a downtime event shall be the longest of the following periods:

For networked charging ports, the time after the charger has transmitted a StatusNotificationRequest indicating that the charging port associated with that charger is in a "faulted" or "unavailable" state until a subsequent StatusNotificationRequest is transmitted by that charger indicating that the charging port has transitioned to an "available," "occupied," or "reserved" state. The timestamps in each StatusNotificationRequest shall be used to quantify downtime.

For networked chargers, the time between a BootNotificationResponse transmitted by the Central Management System and the last HeartbeatResponse transmitted by the Central Management System prior to the BootNotificationResponse. The timestamps in the relevant BootNotificationResponse and HeartbeatResponse shall be used to quantify downtime.

For all charging ports, the time between the earliest record that a charging port is not capable of successfully dispensing electricity or otherwise not functioning as designed and the time it is available to deliver a charge. First record that a charger is not capable of successfully dispensing electricity or otherwise not functioning as designed includes, but is not limited to, consumer notification, internal diagnostics, or inspection, whichever is earliest.

A summary of excluded downtime, including total excluded downtime and the number and frequency of excluded downtime events, the minimum, median, mean, and maximum duration, and the causes of excluded downtime events. 'Excluded Downtime' includes:

Before Initial Installation: Downtime before the charging port was initially installed.

Grid Power Loss: Downtime during which power supplied by a third-party provider is not supplied at levels required for minimum function of the charging port. This may include, but is not limited to, service outages due to utility equipment malfunction or public safety power shutoffs. This does not include power generation or storage equipment installed to serve the charger(s) exclusively. Documentation from power provider detailing outage is required to claim this as excluded downtime.

Outage for Preventative Maintenance or Upgrade: Downtime caused by any preventative maintenance or upgrade work that takes the charging port offline. This must be scheduled at least two weeks in advance of the charger being placed in an inoperative state. The maximum downtime that can be excluded for preventative maintenance or upgrade work is 24 hours for any 12-month period.

Vandalism or Theft: Downtime caused by any physical damage to the charger or station committed by a third party. This may include, but is not limited to, theft of charging cables, damage to connectors from mishandling, or damage to screens. A maximum of 5 days may be claimed as excluded downtime for each vandalism or theft event. A police report or similar third-party documentation is required to claim this as excluded time.

Natural Disasters: Downtime caused by any disruption of the charging port due to a natural event such as a flood, earthquake, or wildfire that causes great damage. Third party documentation such as news reporting must be provided along with a narrative of the direct impacts to the charger(s) to claim this as excluded downtime.

Communication Network Outages: Downtime caused by loss of communication due to cellular or internet service provider system outages. A Communication Network Outage can be claimed as excluded downtime provided the chargers default to a free charge state during communication losses. A free charge state is when the charger is operational and dispenses energy free of charge to any consumer.

Operating Hours: Hours in which the charging port is in an operative state but that are outside of the identified hours of operation of the charging station.

A summary and calculation of uptime. Each report shall include the uptime percentage of each charging port (Uptime) installed and operated as part of this Agreement for the reporting period. Charging port uptime shall be calculated as:

U = Charging Port Uptime

T =

Q1 reporting period = 129,600 minutes, except for a leap year, which is 131,040 minutes.

Q2 reporting period = 131,040 minutes.

Q3 and Q4 reporting periods = 132,480 minutes.

D = Total charging port downtime for the reporting period, in minutes.

E = Total charging port excluded downtime in the reporting period, in minutes.

For networked charging ports, a charge attempt summary for each charging port. The charge attempt summary shall include, as defined below, the total number of charge attempts, the total number of successful charge attempts, the total number of failed charge attempts, and the successful charge attempt rate for the reporting period.

Charge Attempt. A charge attempt occurs upon transmission of one or more of the protocol data units identified in following subsections A. through G. below between the Central Management System and the charger as specified in OCPP Version 2.0.1 or a subsequent version of OCPP. Any number of the Protocol Data Units described in A. through G. of this subsection below timestamped within a three-minute interval shall be counted as one charge attempt. Any number of TransactionEventRequest described in D. through G. of this subsection below transmitted with identical identifier strings in the transactionId subfield of the transactionInfo field shall be counted as one charge attempt.

An AuthorizeRequest message transmitted by the charger to the Central Management System.

The AuthorizeRequest message shall not count as a charge attempt if the Central Management System responds with an AuthorizeResponse message with the status subfield of the idTokenInfo field set to any of the following responses:

"Blocked"

"ConcurrentTx"

"Expired"

"Invalid"

"NoCredit"

"NotAllowedTypeCharger"

"NotAtThisLocation"

"NotAtThisTime"

"Unknown"

A RequestStartTransactionRequest message transmitted by the Central Management System to the charger.

A StatusNotificationRequest message transmitted by the charger to the Central Management System with the connectorStatus field set to "Occupied".

A TransactionEventRequest message transmitted by the charger to the Central Management System with the eventType field set to "Started".

A TransactionEventRequest message transmitted by the charger to the Central Management System with the triggerReason field set to "CablePluggedIn".

A TransactionEventRequest message transmitted by the charger to the Central Management System with the chargingState subfield of the transactionInfo field set to "EVConnected".

A TransactionEventRequest message transmitted by the charger to the Central Management System with the chargingState subfield of the transactionInfo field set to "Charging".

Charging Session. A charging session begins and ends as follows:

A charging session begins when the charger transmits TransactionEventRequest to the Central Management System with the chargingState subfield of the transactionInfo field set to "Charging."

In the event that multiple TransactionEventRequest protocol data units are transmitted with the chargingState subfield of the transactionInfo field set to 'Charging' AND identical identifier strings in the transactionId subfield of the transactionInfo field, the charging session shall begin when the first of those protocol data units are sent. Which protocol data unit was sent first shall be determined based on the lowest value in the seqNo field.

A charging session ends when the charger transmits a subsequent TransactionEventRequest to the Central Management System with the chargingState subfield of the transactionInfo field set to any of the following values:

"EVConnected"

"SuspendedEV"

"SuspendedCharger"

"Idle"

The identifier string contained in the transactionId subfield of the transactionInfo field must be identical in the messages described in A. and B. of this subsection above.

The date and time found in the timestamp field of the messages described in A. and B. of this subsection above shall be used to determine the start and stop time of a charging session.

Successful Charge Attempt. A successful charge attempt is a charge attempt that is followed by either A. or B. of this subsection below prior to another charge attempt.

A charging session that lasts for 5 minutes or longer as determined by the timestamps described above

The stoppedReason subfield of the transactionInfo field of the TransactionEventRequest protocol data unit ending the charging session is set to one of the following:

"EnergyLimitReached"

"Local"

"Remote"

"SOCLimitReached"

Failed Charge Attempt. A failed charge attempt is any charge attempt that is not followed by a successful charge attempt prior to a subsequent charge attempt.

Successful Charge Attempt Rate. The successful charge attempt rate for a charging port shall be calculated using the following formula:

Where:

SCAR = Successful Charge Attempt Rate

CA = Total Charge Attempts for the reporting period

FCA = Total failed charge attempts for the reporting period

For all chargers, a summary of the total number of maintenance dispatch events that occurred since the last report, the number of days to complete each maintenance event reported, and a narrative description of significant maintenance issues. Include details of all excluded downtime and a narrative description of events that caused the excluded downtime. Include the summary in each Quarterly Report on Charger and Charging Port Reliability and Maintenance.

Product:

Quarterly Report on Charger and Charging Port Reliability and Maintenance, submitted in a manner specified by the CEC for six years after charging ports are operational.

TASK 6 SEMI-ANNUAL ELECTRIC VEHICLE CHARGER INVENTORY REPORTS

The goal of this task is to provide information on the total number of chargers in the Recipient's charging network in California, including both public and shared private, serving all vehicle sectors (light-, medium-, and heavy duty) excluding any charger used solely for private use at a single-family residence or a multifamily housing unit with four or fewer units. In the event the CEC adopts regulations that include Requirements, for example as required by AB 2061 (Chapter 345, Statutes of 2022) and/or AB 126 (Chapter 319, Statutes of 2023), those Requirements shall supersede the Requirements contained in this Scope of Work for this Agreement wherever, as determined by the CAM, they conflict or are redundant.

The Recipient shall:

Prepare an Electric Vehicle Charger Inventory Report, in a template provided by the CAM, on the total number of chargers in the Recipient's charging network in California that includes:

For chargers serving light-duty electric vehicles:

Number of public AC charging ports aggregated at the county level by charging network provider

Number of shared private AC charging ports aggregated at the county level by charging network provider

Number of public DC fast charging ports aggregated at the county level by charging network provider

Number of shared private DC fast charging ports aggregated at the county level by charging network provider

For chargers serving medium- and/or heavy-duty vehicles:

Number of public AC charging ports aggregated at the county level by charging network provider

Number of shared private AC charging ports aggregated at the county level by charging network provider

Number of public DC fast charging ports aggregated at the county level by charging network provider

Number of shared private DC fast charging ports aggregated at the county level by charging network provider

Number of other publicly available charging ports at the county level by charging network provider

Number of other depot charging ports by power output (less than 50 kilowatts (kW), between 50 - 150 kW, 150 kW - 350 kW, 350 kW and above) at the county level by charging network provider (if applicable)

Submit the Electric Vehicle Charger Inventory Report to the CAM, no later than 30 calendar days after the Agreement is executed and then each calendar half-year thereafter. Reports are due at the end of July and end of January.

Product:

Electric Vehicle Charger Inventory Report

TASK 7 OTHER DATA COLLECTION AND ANALYSIS

The goal of this task is to collect operational and programmatic data from the project. In the event the CEC adopts regulations that include Requirements, for example as required by AB 2061 (Chapter 345, Statutes of 2022) and/or AB 126 (Chapter 319, Statutes of 2023), those Requirements shall supersede the Requirements contained in this Scope of Work for this Agreement wherever, as determined by the CAM, they conflict or are redundant.

The Recipient shall:

Prepare and provide a Program Management Data Report in a format chosen by the CEC following the first monthly call (Task 1.4) and update during subsequent monthly calls as needed.

Collect and provide the following programmatic data for all electric vehicle chargers, and include in the Program Management Data Report submitted to CAM quarterly. The programmatic data shall include, but not be limited to the following:

Electric Vehicle Charger Station Information:

Funding

The subsidy from a federal program, utility program, and private funding

Vehicles

Primary Vehicle Type served such as light duty (GVWR <= 10,000), medium duty (10,000 < GVWR <= 26,000), heavy duty (GVWR > 26,000)

Milestone Dates

Key milestone dates, such as permit request and received date, charger energization date, charger station operational date, and other dates as requested by the CAM

Location

Primary site access type such as publicly available, shared private, private

Location/site use type, such as hotel, restaurant, or multi-unit housing

Charger station address

Parking location type, such as street, parking lot or parking garage

ZEV Infrastructure Information:

Charger Information

Charger make and model, serial number, level (Level 1, Level 2, DCFC, MCS), nameplate capacity (kW), number ports per charger

Product:

Program Management Data Report

Task 7.1 Utilization

The Recipient shall:

Collect and provide to the CAM, at minimum, quarterly utilization data from the project for all installed chargers in an EV Utilization Data Report in the format of the CEC's choosing, for three years after the charging ports are operational, including, but not limited to:

EV Charging Port:

Charging network provider name

Charger site address, city, zip code

Charger make, model, and manufacturer serial number

EV service equipment charger and charging port ID

Peak Power (kW)

Charging session start/end date and times

Charging session energy consumed (kW)

Plug in/un-plugged timestamp Coordinated Universal Time (UTC)

Charging interval peak demand

Charging interval start/end times

Charging interval energy consumed

If a bidirectional charger, energy (kWh) discharged back to grid or facility

Total transacted amount

Payment method

Product:

EV Utilization Data Report provided, at a minimum, quarterly for three years after charging ports are operational.

Task 7.2 GHG Intensity Reporting

The Recipient shall:

Collect and report the source and greenhouse gas emissions intensity, on an annual basis, of the electricity used and dispensed by the EV charging station(s) at the meter, consistent with the disclosure methodology set forth in Article 14 (commencing with Section 398.1) of Chapter 2.3 of Part 1 of Division 1 of the Public Utilities Code. Data must be reported to the CEC annually in the GHG Intensity Report specified by the CAM.

Products:

GHG Intensity Report

Task 7.3 Data Sharing Agreement

The goal of this subtask is to ensure a data sharing agreement with the parameters outlined below is in place for the purposes of facilitating data collection and reporting on EV charging ports.

The Recipient shall:

Enter into a data sharing agreement with a charging network provider that shall include the following, and if the Recipient is a charging network provider, the Recipient shall enter into a data sharing agreement with the CEC that shall include the following:

The charging network provider fulfills all the data collection and reporting requirements described in 5.2 Recordkeeping and Transmittals (excluding Maintenance Records), 5.3 Reporting, 6 SEMI-ANNUAL ELECTRIC VEHICLE CHARGER INVENTORY REPORTS, and Task 7.1 Utilization, on behalf of Recipient.

The charging network provider's reports adhere to CEC-approved formatting, report templating, and delivery methods.

CEC is identified as a third-party beneficiary to the data sharing agreement.

Be responsible for ensuring the charging network provider fulfills all requirements described in the data-sharing agreement. Retention may be withheld under this Agreement until at least 12 months of data collection is provided by the charging network provider to the CEC.

If the Recipient is not the charging network provider, submit a copy of the dually signed data-sharing agreement to the CEC within 30 calendar days of selecting a charging network provider and no later than when the first charging port under this agreement is energized. If the Recipient is the charging network provider, submit the signed data-sharing agreement using a template provided by the CAM, upon CAM request.

Notify the CAM in writing within 30 calendar days if Recipient changes its selected charging network provider.

If a new charging network provider is selected, the new dually signed data-sharing agreement shall be submitted to the CEC within 30 calendar days of the charging network provider's selection.

Product:

Signed data-sharing agreement

TASK 8 PROJECT FACT SHEET

The goal of this task is to develop an initial and final project fact sheet that describes the CEC-funded project and the benefits resulting from the project for the public and key decision makers.

The Recipient shall:

Prepare an Initial Project Fact Sheet at start of the project that describes the project and the expected benefits. Use the format provided by the CAM.

Prepare a Final Project Fact Sheet at the project's conclusion that includes but is not limited to: a description of the project; the actual benefits resulting from the project; lessons learned from implementing the project; data on potential job creation, economic development, and increased state revenue as a result of expected future expansion; and a comparison of any project performance and expectations provided in the proposal to CEC with actual project performance and accomplishments. Use the format provided by the CAM.

Provide at least (6) six High Quality Digital Photographs (minimum resolution of 1300x500 pixels in landscape ratio) of pre and post technology installation at the project sites or related project photographs.

Products:

Initial Project Fact Sheet

Final Project Fact Sheet

High Quality Digital Photographs