Customer s Authorized Agent Participation Agreement, June 2016

Transcription

1 Customer s Authorized Agent Participation Agreement This Customer s Authorized Agent Participation Agreement ( Agreement ) is executed by [insert legal business name] ( CAA or Customer s Authorized Agent ) so that the CAA may participate in certain Southern California Edison Company s ( SCE ) Programs (as defined herein) on behalf of one or more SCE customers, if a customer designates the CAA to act as its Customer s Authorized Agent. a. SCE implements the various Energy Management Solutions programs (the Programs or Energy Management Programs ) funded by California utility ratepayers under the auspices of the California Public Utilities Commission (the CPUC ) that provide various incentives and rebates to encourage improvements in the energy efficiency measures within SCE s service territory. b. Various Customer Authorized Agents may participate in the Programs by providing energy management products and/or services to Customers resulting in reduced energy demand, also known as Energy Efficiency Measures ( EEMs ) while the Programs are in effect. c. By signing this Agreement, the CAA hereby affirms that it wishes to be eligible to act as a CAA for the Programs, if an SCE Customer designates the CAA as its Customer Authorized Agent. d. When designated by an SCE Customer, an eligible Customer s Authorized Agent may act on behalf of that SCE Customer and may submit rebate and incentive applications on behalf of the designating customer. Customer s Authorized Agents may also be designated by such Customer(s) as the Payee of SCE incentives. Participation Requirements To participate in SCE s Energy Management Programs as a Customer s Authorized Agent (if designated in Section 1B of the incentive application), CAA agrees to: 1. Understand and comply with all of the Terms and Conditions of the specific Energy Management Program(s) for which the CAA is submitting incentive applications on behalf of the SCE Customer. 2. Properly represent to SCE Customers the nature of your role in helping offset energy management costs with SCE incentives. CAA specifically agrees and acknowledges that SCE is not in the business of energy management sales or services. In performing any Programs service, CAA shall represent to its customers that such services are provided by CAA alone, and not by SCE. In this, the CAA additionally agrees that it: a. Shall not state or in any way imply to customers or any person (verbally or in writing), that CAA, or any representative of CAA, is employed by or working on behalf of SCE. b. Shall not represent to customers that SCE endorses CAAs specific product(s) or service(s). 1

2 c. Shall not use SCE s name or logo in promotional materials or advertisements. Notwithstanding the foregoing, CAA may use SCE s specific Energy Management program names, but without mentioning SCE by name. Example: These energy solutions may qualify for your local utility s Customized Solutions incentives. 3. Provide customers with project information and documentation that is true and accurate. Refer to the Solutions Directory for SCE incentives availability, eligibility requirements, and required application documentation. 4. Deliver quality services, including quality project consultation and installation. 5. Comply with all applicable local, state, and federal laws and license requirements when performing energy management project installations and related functions. 6. Work with customers to resolve project related disputes. Other Terms and Conditions In addition to complying with all of the Terms and Conditions of the particular Program(s) for which CAA is applying for incentives on behalf of a Customer, the following additional Terms and Conditions apply. Term, Termination and Suspension. Subject to this Agreement and the Terms and Conditions of the Programs, CAA will be an eligible Customer Authorized Agent until SCE notifies CAA in writing, in SCE s sole discretion, that the CAA is no longer an eligible CAA due to CAA s failure to comply with Program Terms and Conditions and/or with this Agreement. In addition, SCE reserves the right to limit or completely suspend the CAA s participation in SCE Energy Management Programs if, in SCE s sole discretion, the CAA violates any of the participation requirements, this Agreement, or the Programs Terms and Conditions. Additionally, SCE may share non- compliance activities with other California Investor-Owned Utilities (IOUs). Audit. SCE shall have the right to audit CAA at any time during the term of this Agreement and for five (5) years thereafter. The right to audit shall include the right to review and to copy any records or supporting documentation pertaining to CAA s performance of this Agreement, including but not limited to CAA s compliance with the Confidentiality and Customer Data Protection requirements set forth herein, during normal business hours and to allow reasonable access in order to interview any staff of the CAA who might reasonably have information related to such records. Additionally, CAA must provide requested information, including queries of their databases by SCE in the form and time requirements stipulated by SCE in ad hoc data requests. CPUC Authority. The Programs, this Agreement, and all documents referenced herein, shall at all times be subject to such changes or modifications by the CPUC, as it may from time to time direct in the exercise of its jurisdiction; provided however, that in the event that any such changes or modifications affect the Programs, this Agreement or the obligations of either SCE or CAA under this Agreement, SCE shall provide written notification to CAA of such changes or modifications. The CAA understands that the CPUC may commence an investigation or other regulatory proceeding in connection with the Programs and/or this Agreement. CAA agrees to 2

3 cooperate with any such investigation or proceeding for a period of five years commencing on the date the Agreement becomes effective. Confidential Customer Data. CAA acknowledges that it may obtain information and data regarding an SCE customer that is furnished, disclosed, or otherwise made available to CAA, pursuant to CAA s performance of this Agreement, including without limitation personal information such as the customer s name, address, contact information, service account number on the customer s electric bill, user name, password, financial status, and social security number, and any information regarding the customer s energy usage or billing ( Confidential Customer Data ) from SCE customers. CAA agrees that it shall observe and comply with all applicable local, state, or federal law, statues, ordinance, rules, or regulations with regard to collection, retention and transmittal of Confidential Customer Data, including, but not limited to, data privacy, data protects, and consumer privacy laws. CAA agrees that it shall take information security and protection measures consistent with industry best practices, as such practices evolve and improve during the term of this Agreement. CAA agrees that it shall access and use Confidential Customer Data solely for the purpose of performing its duties and obligations under this Agreement and/or as required for the Programs. CAA shall: (i) keep Confidential Customer Data confidential, including, but not limited to holding and transmitting such Confidential Customer Data to SCE, in a manner that protects it from unauthorized disclosure; (ii) collect, store, and use Confidential Customer Data in accordance with applicable laws; (iii) collect and process Confidential Customer Data fairly and lawfully, ensuring that Confidential Customer Data is adequate, relevant, and not excessive in relation for the purposes for which it is processed; (iv) ensure that Confidential Customer Data is accurate, and, when necessary, kept up to date; and (v) keep Confidential Customer Data no longer than is necessary for the purposes for which it is being processed. Indemnification. CAA shall defend, indemnify and hold harmless SCE, its current and future parent company, subsidiaries, affiliates, and their respective directors, officers, managers, shareholders, employees, agents, and representatives (each, an SCE Indemnified Party ), from and against any claims, suits, actions, judgments, losses, expenses, costs (including reasonable attorneys fees), damages, demands, and liability (legal, contractual or otherwise) that an SCE Indemnified Party may incur as it relates to CAA s obligations under this Agreement and that arise out of or in connection with any third party claim that alleges CAA s: (i) Failure to comply with any applicable local, state, or federal law, statues, ordinance, rules, or regulation, including environmental laws or regulations or strict liability imposed by any laws and regulations; (ii) Material breach of any provision, warranty or representation of this Agreement or breach of any applicable term and condition of the relevant Program; (iii) Violation of intellectual property or other proprietary rights as a consequence of an SCE Indemnified Party s authorized use of any artwork, logo, trademark, trade name, copyright, provided by the CAA pursuant to this Agreement; (iv) Act of omission or commission, or such an act of its employees or authorized agents, which results in (a) injury to or death of persons or (b) injury to property or other right or interest of any person; 3

4 (v) Making false or misleading statements or representations pertaining to the Programs; or (vi) Failure to comply with any obligation in Confidential Customer Data section of this Agreement. Dispute Resolution. If a dispute arises, the CAA and SCE shall attempt in good faith to resolve any dispute arising out of or relating to this Agreement promptly by negotiations between a vice president of SCE, or his or her designated representative, and an executive of similar authority of CAA. Either Party may give the other Party written notice of any dispute. Within twenty (20) Calendar Days after delivery of said notice, the representatives shall meet at a mutually acceptable time and place, and shall attempt to resolve the dispute. If the matter has not been resolved within thirty (30) calendar days of the first meeting, [either Party may pursue other remedies, including non-binding mediation. All negotiations and any non-binding mediation conducted pursuant to this clause are confidential and shall be treated as compromise and settlement negotiations, to which Section 1152 of the California Evidence Code shall apply and is incorporated herein by reference. Notwithstanding the foregoing provisions, a Party may seek a preliminary injunction or other provisional judicial remedy if in its judgment such action is necessary to avoid irreparable damage or to preserve the status quo. Waiver of Damages. CAA acknowledges and agrees that SCE is not liable to CAA for any losses or damages, including incidental or consequential damages, arising from this Agreement. Furthermore, SCE makes no representation or warranty, and assumes no liability with respect to quality, safety, performance, or other aspect of any design, system or appliance installed pursuant to this Agreement, and expressly disclaims any such representation, warranty or liability. In the event a Program or Programs are terminated or CAA is no longer an eligible Customer Authorized Agent, CAA will not be entitled to any payment for lost or anticipated profits or overhead on forecasted levels of sales. SCE SHALL NOT BE LIABLE FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES UNDER THIS AGREEMENT. Compliance with Laws. CAA agrees to comply with all federal, state, and municipal laws, ordinances, rules, orders, and regulations, which apply to its actions under the Programs. Double Dipping. CAA certifies that it has not and will not receive any Incentive payments for the same product, equipment or service from more than one California investor-owned utility or third party energy efficiency program offering incentive(s) for the same product, equipment, or service funded with CPUC Public Purpose Program surcharge. Governing Law; Jurisdiction and Venue. This Agreement will be interpreted under, and any disputes arising out of this Agreement will be governed by, the laws of the State of California, without reference to its conflicts of law principles. CAA irrevocably consents to the jurisdiction of the state and federal courts located in the State of California, USA, in connection with all actions arising out of or in connection with this Agreement, and waives any objections that venue is an inconvenient forum. Waiver. Any delay or failure to enforce or insist on strict compliance with any provision of this Agreement will not constitute a waiver or otherwise modify this Agreement. A party's waiver of any right granted under this Agreement on one occasion will not: (i) waive any other right; (ii) constitute a continuing waiver or (iii) waive that right on any other occasion. 4

5 Severability. If any provision of this Agreement is found to be invalid or otherwise unenforceable, that provision will be modified to the extent necessary for it to be enforceable. However, such a finding will not affect the validity of any other provision of this Agreement, and the rest of this Agreement will remain in full force and effect. Integration. This Agreement is the entire agreement between SCE and the CAA concerning its subject matter and replaces and supersedes all prior or contemporaneous proposals, understandings and agreements, written, electronic or oral. To the extent any other document issued by either party conflicts with this Agreement, this Agreement will control. Amendment. No amendment, change, or modification of this Agreement or any of the terms, conditions, or provisions hereof shall be effective unless duly embodied in a written instrument signed by the duly authorized representative of both Parties. Signatory: I, of Print Name and Title Print Company Name declare that I am authorized to execute this Agreement, and that I have authority to bind Customer s Authorized Agents (anyone working for me, who is facilitating SCE Customer s participation in Energy Management Programs) to the terms and conditions herein. Signature Date Submittal of Customer s Authorized Agent Agreement (Completing and submitting this Agreement allows SCE to release rebate payment to a Customer s Authorized Agent acting as an Authorized Agent, when properly designated by an SCE Customer). 1. In order to be a Customer s Authorized Agent, your company must execute and submit the Agreement, along with all of the information below. SCE will not process any incentive applications with a CAA that has not submitted the Agreement, and any customer applications listing a CAA that has not submitted a valid Agreement will be placed on hold. If a duly executed Agreement is not received by SCE within ten (10) business days, then the incentive application(s) will be processed and any eligible incentives will be made payable by default directly to the customer. 2. All fields must provide Customer s Authorized Agent information (not customer). The information must match the information provided in the incentives application, as indicated. 3. By signing this Agreement, you confirm and acknowledge that you are an individual with authority to bind the Customer s Authorized Agent to the Agreement, the Program(s) Terms and Conditions, and any other participation requirements and potential implications of non compliance. 4. Submit online (through the SCE Online Application Tool) or , fax, or mail (see bottom of form.) 5

6 5. To learn more about SCE Energy Management Programs, including Terms and Conditions, visit Customer s Authorized Agent Federal Tax ID/Employer ID Number (EIN) Customer s Authorized Agent Tax Status (check one) Corporation/LLC Individual/Sole Proprietor/ General Partnership Tax Exempt/Non-Profit Company Name (must match section 1B) Mailing Address (must match section 1B) City/State/Zip (must match section 1B) Phone Number (must match section 1B) Address (must match section 1B) Form submittal information: Online: Complete and sign when submitting rebate and incentive application online at BusinessIncentives@sce.com Fax: Mail: Southern California Edison, Business Incentives P.O. Box 800 Rosemead, CA