task order yy-## between grantee and the massachusetts...

Task Order YY-## between Grantee and

the Massachusetts Clean Energy Technology Center

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This Task Order YY-## (the “Task Order”) dated Award Date (the “Effective Date”) between the Massachusetts Clean Energy Technology Center (“MassCEC”) and Grantee (“Grantee”) incorporates by reference the General Terms and Conditions (the “Agreement”) agreed to by Grantee. Capitalized terms used and not otherwise defined in this Task Order shall have the meanings ascribed to such terms in the General Term and Conditions. In the event of any conflict between this Task Order, the General Terms and Conditions, this Task Order shall govern.

Whereas, Grantee, a Grantee Type (Town, etc), residing at Grantee Address, is developing a wind turbine facility with a nameplate generating capacity of Project Capacity at Facility Address (the “Project”); and

Whereas, MassCEC awarded a grant to Grantee for the Project on Award Date. Now therefore, pursuant to the terms and conditions of the Agreement and this Task

Order, MassCEC and Grantee agree as follows:

1. Term

The term of this Task Order shall commence on the Effective Date, and shall expire on End Date (the “Term”).

2. Performance of the Work The Grantee shall perform the work in accordance with the Project Plan in Attachment 1 (“Project Plan”) and the Project Budget in Attachment 2 (“Project Budget”). The Grantee is solely responsible for all Project decisions, the preparation of all plans and specifications, and for developing the Project in accordance with the Project Plan.

3. Project Personnel a) Both MassCEC and Grantee have designated the following Persons to serve as Project

Manager to support effective communication between MassCEC and the Grantee and to report on the Project’s progress. Each party will endeavor to maintain the continuity of its respective Project personnel.

For MassCEC: Rachel Ackerman ([email protected]) (617-315-9326) For Grantee: Grantee Contact Name, Project Manager, (Grantee Email) (Grantee Phone)

b) Any notice hereunder shall be in writing and shall be sent either (i) by facsimile or other electronic transmission, (ii) by courier, or (iii) by first class mail, postage prepaid, addressed to the Project Manager listed in Section 3(a) at the address indicated in the preamble of this Agreement (or to such other address as a Party may provide by notice to the Party pursuant to this Section 3(b)), and shall be effective (i) when dispatched if sent by facsimile or other electronic transmission, (ii) if sent by courier, one day after dispatch, (iii) if sent by first class mail, five days after its date of posting.



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4. Deliverables

Grantee shall provide the MassCEC’s Project Manager with the Deliverables as set forth in Table 1 of the Project Plan in Attachment 1. The parties acknowledge that the dates listed in the schedule in the Project Plan are estimates and subject to change; however, any changes to the schedule must be approved by the MassCEC Project Manager in writing in advance. If so approved, changes to the schedule shall be accepted without need for a written amendment to this Task Order provided that such changes shall not exceed the Term of this Task Order as set forth in Section 1 hereof.

Grantee shall prepare each Deliverable in accordance with the Milestone Deliverables: Instructions and Reporting Templates appended hereto as Attachment 3.

5. Other Requirements a) Quarterly Project Updates. The Grantee agrees to provide the MassCEC Project

Manager with quarterly written project updates based on the calendar year (“Quarterly Project Updates”) during the term of this Task Order. Quarterly Project Updates shall be submitted to the MassCEC Project Manager electronically. Failure to provide Quarterly Project Updates shall be grounds for withholding grant payments until all such overdue Quarterly Project Updates are received by the MassCEC Project Manager.

b) Program Evaluation. The Grantee agrees to support MassCEC's program evaluation activities, and MassCEC's goal to disseminate information regarding Grantee’s experiences. To this end, the Grantee agrees that its key personnel and contractors working on the Project will be available at reasonable times with advance notice to be interviewed by MassCEC or its authorized representatives for purposes of program evaluation or case study development.

c) Cost Certification and Cost Sharing. The Grantee shall be compensated based on completion of milestones and Deliverables provided to MassCEC in performance of the Project Plan. As a condition of the Grant, Grantee shall share the costs for performance of the Project Plan in an amount that is equal to at least cost share written percent (cost share #%) of the Allowable Expenses incurred corresponding to Cost Share Written Dollars ($XXX,XXX) (the “Cost Share”). The Cost Share can be cash or in-kind services. In-kind services are those activities that are completed for the Project where no compensation is provided by a MassCEC award or other third-party funding source. In-kind services must be valued at current market rates. The Grantee may claim direct labor as cost share, provided such costs at no time exceed, in aggregate, XX (X%) percent of total costs incurred to-date. The sources and amount of Grantee’s Cost Share are set forth in the Project Budget. Grantee shall submit with the invoice for payment the Cost Certification Form and Cost Certification Worksheet attached hereto in Attachment 3.

d) Project Requirements. Grantee shall complete the project in accordance with the Minimum Technical Requirements presented in Attachment 4. If a project fatal flaw is identified at any stage of the process, or if a project is determined to no longer comply with MassCEC requirements at any stage of the process, MassCEC has the right to rescind any unused Grant funds. Grantee will not remove or relocate the renewable energy system for its Useful Life. For purposes of this Task Order the term “Useful Life” means twenty (20) years. Failure to comply with this requirement is grounds for MassCEC to request repayment of grant funds. Where the Minimum Technical Requirements in Attachment 4 differ from or conflict with the Program Solicitation, the Minimum Technical Requirements in Attachment 4 shall control. It is Grantee’s responsibility to ensure that the Project proceeds in a timely fashion and adheres to the



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schedule set forth in the Project Plan. Grantee must commence construction on the Project within twenty-four (24) months of the Effective Date set forth herein. Any changes to the Project (e.g., reductions in capacity) must be approved by MassCEC’s Project Manager in writing in advance. MassCEC reserves the right to review the Grant awarded hereunder if the Project undergoes any changes. This Section 5(d) shall survive termination or expiration of this Task Order.

e) Ability to Carry Cash Balance. It is Grantee’s responsibility to be financially prepared to carry the necessary cash balance for the Project during the period between paying the consultant and receiving the MassCEC grant payment. The Grantee agrees to demonstrate upon request that it is able now, and will continue to be able, until the time of receipt of the grant payments from MassCEC, to carry the necessary cash balance for the costs associated with the Project. If MassCEC determines, in its sole discretion, that the Grantee is unable to carry the necessary cash balance, MassCEC may rescind the Grant.

f) Related Parties. The Grantee will procure services from subcontractors using commercially-reasonable procurement mechanisms, and to the greatest extent practicable, using competitive procurement procedures. Public Entity Wind Projects must follow public procurement procedures in order to receive design and construction services. Furthermore, the Grantee is required to notify MassCEC in the event that it intends to or has entered into an agreement for goods or services with a Related Party. For purposes of this Task Order, a “Related Party” is an entity that can control or significantly influence the management or operating policies of another entity to the extent one of the entities may be prevented from pursuing its own interests. To the extent such services are properly identified in the Project Budget and specifically approved in writing by MassCEC, Grantee may use the Grant to pay for such goods or services.

g) Production Tracking System (PTS). No later than the completion of Milestone ten, as presented in Attachment 1, Table 1, Grantee will register the Project on MassCEC’s Production Tracking System (“PTS”). The renewable energy system must have a dedicated meter that records only the AC output from the renewable energy system. This meter is separate from the utility billing meter and should not interfere with utility billing or net-metering. The renewable energy system meter must be a standard utility revenue quality meter that conforms to applicable American National Standards Institute (“ANSI”) C-12 standards and should be installed on the output side of the renewable energy system's isolation transformer. The meter must have a visible display of cumulative energy produced by the renewable energy system and be available for periodic testing and/or re-calibration, if necessary. MassCEC has developed a mechanism for automatic monthly reporting to the PTS. Grantee will participate in the automatic reporting system for a period of not less than five (5) years. This Section 5(g) shall survive termination or expiration of this Task Order.

6. The Grant In consideration of the various obligations to be undertaken by Grantee pursuant to this Task Order MassCEC shall pay to Grantee a maximum amount of (write out amount) Dollars ($ ) (the “Grant”). The Parties agree that this is a maximum authorization, and MassCEC is under no obligation to transfer the full amount to Grantee, or any amount, in the event Grantee does not satisfy the requirements upon it to be completed prior to disbursement. In executing this Task Order, Grantee acknowledges and agrees that its receipt of the Grant does not create any rights of preferences for Grantee to receive subsequent funding from MassCEC for design and/or construction or otherwise.



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Grantee agrees that MassCEC shall have the right to rescind or modify this award if, as determined by MassCEC in its sole discretion, the Grantee:

a) decreases or makes plans to decrease the system nameplate capacity by more than ten percent (10%);

b) changes or makes plans to change the Project Site (as defined in the Program Manual for Commonwealth Wind Community and Commercial Wind Projects); or

c) changes or makes plans to change the location of the proposed turbine(s) to a location on the Project Site for which the wind resource or community impacts have not been thoroughly modeled.

7. Allowable Expenses and Grant Disbursement a) Budget Adjustments. Allowable Expenses are those expenses that are identified in the

project Budget. The foregoing notwithstanding, the parties acknowledge that the costs listed in the Project Budget are estimated. Therefore, Grantee may shift funds between the line items associated with each development task as set forth in the Project Budget provided no more than ten percent (10%) of the Grant is affected. Grantee may not, however, increase the hourly rates as listed in the Project Budget.

b) Invoice and Payment.

i. Invoices. Grantee may submit invoices for payment upon completion of each of the grant payment milestones set forth in the table in the Project Plan in Attachment 1. Invoices shall be addressed to MassCEC’s Project Manager set forth in Section 3(a), shall reference the Task Order YY-##, and shall identify the individual to be contacted for questions and/or clarification of charges. Invoices shall be accompanied by all required documentation setting forth the Grant Milestones achieved, the Cost Share expended including a certification by Grantee that the Cost Share expenditure is accurate, total Project costs incurred and any other documentation required in the Project Plan. Grantee shall maintain financial records relating to the receipt and expenditure of all funds, including required Cost Share, in accordance with this Agreement.

ii. Payment Schedule. The Grant shall be disbursed in accordance with the schedule provided in Table 1 of the Project Plan in Attachment 1.

8. Affirmation of Warranties and Certifications

Grantee hereby represents and warrants that, as of the date of this Task Order, all of the representations, warranties and certifications of Grantee set forth in the General Terms and Conditions are true and correct and Grantee is in compliance with all of Grantee’s obligations under the General Terms and Conditions and each other Task Order between MassCEC and Grantee.

9. Amendments, Entire Agreement and Attachments

All conditions, covenants, duties and obligations contained in this Task Order may be amended only through a written amendment signed by the Grantee and MassCEC. Except for the General Terms and Conditions (Commonwealth Wind Program Manual, Commonwealth Wind Development Grant Solicitation, award letter issued by MassCEC and the application submitted by Grantee), all of which are incorporated herein by reference, the parties understand and agree that this Task Order supersedes all other verbal and written



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agreements and negotiations by the parties regarding the Project set forth herein. The following are attached and incorporated into this Task Order:

a) Attachment 1 – Project Plan, Deliverables, Schedule and Payments b) Attachment 2 – Project Budget c) Attachment 3 – Milestone Deliverables: Instructions and Reporting Templates d) Attachment 4 – Minimum Technical Requirements

10. Counterparts

This Task Order may be executed in two or more counterparts, and by different parties hereto on separate counterparts, each of which will be deemed an original, but all of which together will constitute one and the same instrument.

In witness whereof, the parties hereto set their hands as a document under seal: Massachusetts Clean Energy Technology Grantee Name Center

By: By: _____

Name: Steve Pike ______ Name: _____

Title: Interim Chief Executive Officer Title: _____

Date: Date: _____

Federal Tax ID#: _____



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Attachment 1

Project Plan, Deliverables, Schedule and Payments

Project Summary

Sample text: Town of ____ Community Wind Project, sponsored and developed by Town of ___, is a single wind turbine project proposed to be installed at _______location_____. The project plan calls for the installation of an approximately ____ MW wind turbine to offset energy consumption for the Town of ____. The Project will take advantage of Massachusetts net metering rules. Net metering credits will be sold to public entities.

• Include ownership approach – will grantee own the Project or flip it to a third party? • Will it be net metered or sell power wholesale?

Milestones, Deliverables and Grant Payments

In developing the Project, Grantee shall complete the milestones and provide the Deliverables set forth in Table 1. Templates for each Deliverable are provided in Attachment 3. MassCEC will provide an editable electronic version of Attachment 3 upon full execution of this Task Order. Grantee shall submit an invoice for each of the grant payment milestones indicated below. Grantee must have submitted all Deliverables due up to the grant payment milestone prior to submitting an invoice (e.g., prior to submitting the invoice at Milestone 10, Grantee must have submitted all Deliverables associated with Milestones 9 and 8). Failure to submit Deliverables in a timely manner will delay grant payment.

MassCEC will disburse the Grant according to the schedule presented below in Table 1, contingent upon receipt and acceptance by MassCEC of the Deliverables described therein.



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Table 1. Milestone and Deliverables Requirements; Payment Schedule

Milestone Deliverable1 Deadline from

Contract Effective Date

Cumulative Payment2

1 Project Kickoff Meeting N/A 1 month N/A

2 Initial Stakeholder Engagement

Stakeholder Engagement Summary Report 2 months N/A

3 Filing of All Significant Permit Applications

• Permits and Approval Certification

• Project Status Report 6 months

Up to 25% of the total grant amount

4 Stakeholder Engagement

Stakeholder Engagement Summary Report Ongoing N/A

5 Completion of Conceptual Design

• Final Conceptual Design Report

• Project Status Report

9 months Up to 60% of the total grant amount

6

RFP Issued for (a) third-party developer or (b) turbine supply and installation

• RFP Certification • Project Status Report


7 Stakeholder Engagement

Stakeholder Engagement Summary Report

Ongoing during procurement,

construction and post-operation

N/A

8

Execution of contracts for (a) third party developer or (b) turbine supply and installation

• Contract Execution Certification



9 Construction Commences

• Commencement of Construction Certification


24 months N/A

10

Wind Project Interconnection and Commissioning

• System Commissioning Form

• Project Status Report 30 months Remainder of

grant

11 Wind Project Abandoned

Project Abandonment Certification with reasons for abandonment

Within 30 days of abandonment

of the Project

Depends upon Project stage

1 Please see Attachment 3 for a detailed checklist of all deliverables required at each Milestone 2 In all cases, the Total Maximum Payment Allowed is less all payments previously made to Grantee for the Grant. Invoices must meet the Cost Share on a cumulative basis.



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Attachment 2

Project Budget

<Insert from approved application>

Table 2: Development Budget as proposed in Application

Task Company (if known) Proposed Budget

MassCEC Grant Share Grantee Share



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Attachment 3

Milestone Deliverables: Instructions and Reporting Templates

Table 1 in Attachment 1 lists all grant compliance and payment milestones. MassCEC will make grant payment milestones in sequence. Please be aware that MassCEC will consider information submitted to be public documents which may be used for the MassCEC website, MassCEC evaluation reports, and related outreach and education materials. Upon reaching of each milestone, the grantee must provide MassCEC with the deliverables outlined in the Table 1 in Attachment 1. In order for the milestone to be considered complete, the grantee must:

1. fill in the appropriate milestone report template provided on the attached pages; 2. provide one electronic version of each deliverable to the MassCEC Project Manager; 3. provide all applicable attachments; and, 4. for milestones with an associated grant payment include a completed Cost Certification Form

with attached Cost Certification Worksheet. Note: these items must be submitted together.



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Cost Certification Form

For submission at each Payment Milestone: #3, #5, #6, #8, #10 Grantee Name: ______________________ Task Order Number: ______________________ Date Submitted: ______________________ Payment Milestone: ____________________ Requested Grant Amount: ______________________ Please complete the relevant spreadsheet rows in the Cost Certification Worksheet below and attach to this certification for submission. Please note that you must submit all deliverables for the particular Payment Milestone that you are submitting for payment. This Cost Certification Form is subject to the Task Order by and between Grantee and MassCEC. By signing below, the undersigned certifies that they are authorized to sign on behalf of the Grantee and certifies to MassCEC that:

• Cost Certification Worksheet attached hereto sets forth (1) a complete and accurate detailed summary of the costs and expenses incurred by the Grantee in connection with the Grantee’s completion of the Payment Milestone, and such fees and expenses comply in all respects with the Cost Share set forth in Section 5(c) of the Task Order.

• Grantee will use the grant funds to promptly pay its vendors for any amounts incurred but not yet fully paid.

By:_________________________________ Name: ______________________________ Title:________________________________ [Cost Certification Worksheet must be attached to this certification]



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Cost Certification Worksheet Categories of the Cost Certification Worksheet has been pre-filled according to the terms of this contract TO ##. Upon completion of a Payment Milestone fill in the corresponding cells in the spreadsheet for Total Actual Costs Incurred, Costs Paid, Grantee Cost Share, and Eligible Grant Amount. See below for definitions of each category. For each payment milestone, dollar values listed should be cumulative costs of all subtasks per payment milestone. Eg. Filing Permit Applications cost information should include everything that has been completed through the permit application stage: public outreach, application costs, other costs listed in submitted budget.

1. Max Grant Amount – Determined as set percentage of total grant award. Each payment milestone is associated with a set percentage of the total grant award. This value is pre-filled in the table for each Payment Milestone.

2. Estimated Grantee Cost Share - Determined as remainder of Total Budgeted Costs less the Max Grant Amount while fulfilling the Minimum Grantee Cost Share Percentage. This value is pre-filled in the table for each Payment Milestone.

3. Total Budgeted Costs – The cumulative estimated cost per payment milestone as outlined in Attachment 2 Project Budget. This value is pre-filled in the table for each Payment Milestone.

4. Total Actual Costs Incurred – Update of the Total Budgeted Costs category according to cumulative costs gained at the conclusion of the payment milestone. This value must be filled in by the Grantee.

5. Costs Paid – The amount of the Total Actual Costs Incurred that has been paid. This does not include amounts that will be paid in the future. This value must be filled in by the Grantee.

6. Grantee Cost Share – The amount of the total Actual Costs Incurred that has been or will be paid by the Grantee and not covered by the grant. This value must be filled in by the Grantee.

7. Eligible Grant Amount – The grant amount per Payment Milestone that meets all requirements of the contract TO ##. The amount will be paid out to the grantee at the completion of a Payment Milestone under the condition that all proper documentation is submitted and complete. This value must be filled in by the Grantee.

Payment MilestoneMax Grant Amount

Estimated Grantee Cost Share

Total Budgeted Costs

Total Acutal Costs Incurred

Costs Paid

Grantee Cost Share

Eligible Grant Amount

Filing Permit Applications $0 $0 $0 $0 $0 $0Conceptual Design Completion $0 $0 $0 $0 $0 $0

RFP Issued $0 $0 $0 $0 $0 $0

Contract Execution $0 $0 $0 $0 $0 $0Interconnection & Commissioning $0 $0 $0 $0 $0 $0

Total $0 $0 $0 $0 $0 $0

Project Name

Minimum Grantee Cost Share %

Project Cost Share and Budget Summary

Task Order Number



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Project Status Report

Submit this Project Status Report in conjunction with the following Milestone Deliverables: Milestones #3, #5, #6, #8, #9, #10

Grantee Contact and Project Information Milestone

Project Name

Date

Contact Name

Contact Title

Organization

Telephone and Email 1. Wind Energy System Information

Wind Energy System Information

Ownership Model

Number of Turbines

Capacity per Turbine

Hub Height (feet/meters)

Blade Tip Height (feet/meters)

Estimated Annual Production (MWh)

Estimated Project Cost

Cost per kWh

Grant per kWh

Estimated payback without MassCEC grant in years

Estimated payback with MassCEC grant in years

Project Website (if applicable)



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(Project Status Report Continued)

2. List of permits or regulatory approvals: Please provide a brief description of the relevant permitting approvals and any associated analysis including such items as: building permits, environmental studies, interconnection-related studies, etc. The interconnection service agreement must be included in the list. Add rows as needed.

Required Permits and Regulatory

Approvals

Permitting or Regulatory Authority

Application Submission Date Approval Date

Comments

Interconnection Service Agreement

Planned: Actual:

Expected: Actual:

Airspace Determination

Planned: Actual:

Expected: Actual:

Planned: Actual:

Expected: Actual:

3. Project Schedule:

Milestone Planned Actual

1. Project Kick-off Meeting

2. Initial Stakeholder Engagement

3. Filing of all Significant Permit Applications

4. Stakeholder Engagement

5. Completion of Conceptual Design

6. RFP Issued

7. Stakeholder Engagement

8. Execution of Contracts

9. Commencement of Construction

10. Wind Project Interconnection and Commissioning



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Milestones #2, #4, #7: Stakeholder Engagement Summary Report Please fill out and submit this cover sheet and attach copies of all materials used for presentations or distributed as part of this milestone.

Stakeholder Engagement Summary Date(s) of Engagement (month/day/year or period)

Method of Engagement

E.g. Newspaper, website, public meeting, flyers

Target Audience

E.g. Residences within quarter mile of project site, municipal leaders, all community members

Approximate size of Target Audience

Content Summary of Engagement

Feedback from Engagement



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Milestone #3: Permits and Approvals Certification Please complete and sign this certification sheet. Submit it to the MassCEC Project Manager along with an updated Project Status Report. MassCEC does not require the project building permit or interconnection permit to complete this milestone. Project Name: _____________________________________ I certify that applications for all significant permits required for completion of the Project, as set forth in the attached Project Status Report, have been filed as of the date indicated. By: _______________________________________________________ (Signature of Authorized Representative) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Milestone #5: Final Conceptual Design Report

Submit an updated Project Status Report indicating completion of Project conceptual design.



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Milestone #6: RFP Certification

Please fill out and submit this certification sheet along wind an updated Project Status Report.

Project Information

Date RFP(s) was issued and services requested (month/day/year)

Project Title

Scope of RFP

For example: • Lease of land to a private party for development and

financing of the Project • Agreement for purchase of RECs and/or net metering credits • Purchase and installation of wind turbine • Site and electrical work

I certify that the RFP as described above for the Project was issued as of the date indicated. By: _______________________________________________________ (Signature of Authorized Representative) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Milestone #8: Record of Decision Please fill out and submit this certification along with an updated Project Status Report.

Project Information

Contract name(s), counter party(s) and date(s) by which all project-related Contracts were executed (month/day/year)

Project Title

I certify that all contracts related to the third party developer or turbine supply and installation of the Project (above) have been executed as of the date indicated. By: _______________________________________________________ (Signature of Authorized Representative) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Milestone #9: Construction Commencement Certification Form Please fill out and submit this cover sheet along with an updated Project Status Report.

Project Information

Date on which construction commenced (month/day/year)

Project Title

Project Information

Site information: e.g., describe location of wind energy system on site and confirm that the proposed project meets local zoning requirements (or, if the municipality does not have zoning requirements)

Warranty and service contract information: for Wind System’s major components

I certify that construction of the Project (above) began on the date indicated above. By: _______________________________________________________ (Signature of Authorized Representative) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Milestone #10: System Commissioning Upon completion of Milestone #10, the Grantee is eligible for the balance of the grant based on incurred construction costs as defined by MassCEC and subject to contract terms. The deliverables required are the final construction report (please use the templates provided on the following pages), and additional items listed in the table below. One electronic version of the deliverable should be submitted to the MassCEC Project Manager. Do not submit the deliverable template, attachments, and invoice separately. Only a complete deliverable package will be accepted for payment processing. Please be aware that this information will be used for the MassCEC website, MassCEC evaluation reports and in related outreach and education materials.

System Commissioning Deliverables Done 1. Completed Final Construction Report (below) – MassCEC reserves the

right to review the submission and request changes prior to final payment.

2. Digital photos of construction process or wind energy system. Digital photos of wind energy system, which could include interconnection area, meter, data acquisition system, inverter and other relevant system components. (MassCEC will use these pictures for publicity)

3. Grantee signed Permit Approval Certification Form (below) certifying that all necessary and relevant federal, state and local permits for this wind project have been approved.

4. Grantee signed Commissioning Form (below) certifying that the wind energy system is operating as the design intended. See MassCEC technical requirements.

5. Grantee signed form (below) certifying warranty or service contract’s compliance with MassCEC Minimum Technical Requirements

6. Updated Project Status Report 7. Evidence of Data Acquisition System (DAS) reporting to the Production

Tracking System

8. Final invoice for remaining grant with development stage cost share requirement



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Construction Report (Milestone #10)

1. Project Narrative: Provide a brief description of the Project and provide details in the table below. This information may be posted on the MassCEC website.

Project Narrative

Final Total Project Cost

Project Photos or renderings (send multiples as a separate file)

Grantee Contact for public inquiries

(Name, Organization, Phone Number, Email)

Grantee Contact for six-month follow up interview with MassCEC

(Name, Organization, Phone Number, Email)

2. Construction Schedule: Please update the following schedule with the projected and actual

construction dates:

Construction Schedule

Original Plan* Actual Dates

Place order for wind energy system Wind energy system components delivered to the project site

Wind energy system installed Wind energy system authorized for interconnection by utility

Wind energy system commissioned Please add comments on the reasons behind schedule changes, if any: 3. Project Lessons Learned: Please describe lessons learned in each of the categories below.

Think about what went well, what went wrong, what you would do differently next time, and how you would advise someone else going through this process.

Project Development Lessons Learned

Initial Decision Making Process and Feasibility Study Stage

Siting & Permitting (and Community



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Interaction)

Design and Procurement

Installation

Interconnection

Commissioning

4. Operations and Maintenance: Who will be responsible for preventive maintenance? Routine maintenance and repairs? What is your operations and maintenance plan with regard to your Wind Energy System? What are your anticipated operations and maintenance costs?

Operation and Maintenance

5. Energy Sales or Net Metering Credits: Describes arrangements for use of energy on-site or sale

of energy and/or net metering credits. If not confidential, please note terms and purchase price for agreements and what happens at expiration (“Reverts to Owner”, “No Action,” “No Contract”, “Other”).

Energy Sales

6. Renewable Energy Certificates: What do you plan to do with the renewable energy certificates

(RECs) associated with your wind energy system? If applicable, please note terms and purchase price for your REC contract, the expiration date for the REC Contract and what happens at expiration (“Reverts to Owner”, “No Action,” “No Contract”, “Other”).

Renewable Energy Certificates



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7. Project Financing: What methods were used to finance the Wind Project? If applicable, indicate funding from other sources (i.e. other agencies or third party ownership).

Project Financing

8. Wind Project Components and Installed Costs: Please provide information on the wind energy

system components and cost elements. This is an imbedded Excel spreadsheet, click twice to open Excel, click word document to close Excel.

Equipment Description Model Manufacturer Total Cost

[List major equipment (e.g. turbines, generator, etc.), insert rows as required]

$ -

Data Acquisition System

Meter

Tower

$ -

$ -

$ -

$ -

$ - Total Installed Cost

Main Equipment Costs

Peripherial Equipment Costs

Design Costs (engineering, permitting, architectural, etc.)

Interconnection Fees (If applicable)

Installation Costs (Labor costs, electrical, etc.)



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9. Production Tracking System Information: Please provide the following information including PTS contact information, wind contractors, system start-up information, and the applicable technical worksheet. Delete any technical worksheets that are not applicable.

Production Tracking System Information

Contractors Company: Service rendered: [Project Manager, Installer, Designer,

Electrician, EPC] Company:

Service rendered:

Company:

Service rendered:

System Start-up Information Date in service:

Initial meter reading (before start up):

10. Operations and Maintenance Provider: Please provide for MassCEC’s records the name and contact

information of the Operations and Maintenance Provider selected for the project:

Contact Name:__________________________________________________ Firm Name:_____________________________________________________ Street Address:__________________________________________________ City/Town, State, Zip Code:________________________________________ Phone:_________________________________________________________ Email: __________________________________________



Commonwealth Wind Program Solicitation Month Year

Construction Deliverable Template

Permit Approval Certification Form (Milestone #10)

Grantee Contact and Project Information

Project Title I certify that all necessary and relevant federal, state and local permits for this wind project have been approved. By: _______________________________________________________ (Signature of Grantee) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Commissioning Report Certification Form (Milestone #10) (Please attach signature page from report)


Date on which report was signed (month/day/year)

Project Title I certify that the Commission Report documents the wind energy system as the design intended, meeting MassCEC technical requirements By: _______________________________________________________ (Signature of Grantee) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Warranty/Service contract Certification Form (Milestone #10)


Date by which warranty/service contract was executed (month/day/year)

Project Title

I certify that the warranty or service contract related to the equipment used for this Wind Project complies with MassCEC Minimum Technical Requirements. By: _______________________________________________________ (Signature of Grantee) Name____________________________________________________ Title______________________________________________________ Date____________________________________________________



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Attachment 4

Minimum Technical Requirements

Minimum Technical Requirements for Community Scale Wind All Commonwealth Wind: Community Scale Projects must demonstrate compliance with the Minimum Technical Requirements set forth in this Attachment. These requirements are not intended to be all-encompassing, nor is this Attachment intended to be a substitute for engineering specifications or for safety requirements. Site specific conditions and/or local requirements may require additional or specific technical requirements not contained in the following minimum requirements. MassCEC reserves the right to withhold payment to any projects that do not satisfy the Minimum Technical Requirements. Siting Requirements

All projects seeking Feasibility Study grants or Development Grants must comply with the following minimum requirements to be eligible for funding:

• All aspects of the wind project must comply with the terms of the manufacturer’s design and warranty requirements, if any;

• All aspects of the wind project, to the extent they are known at the feasibility application phase, must comply with regional, state or federal requirements, if applicable;

• All aspects of the wind project must be expected to comply with the local, applicable zoning by-laws, if any, or have received a variance by the time of application;

Meeting a town bylaw does not ensure that a project is appropriately-sited. In addition to these minimum technical requirements for siting, MassCEC strongly encourages project applicants to adopt and employ the principles for appropriate siting of wind turbines described in Section 5.1 of the Commonwealth Wind Program Manual.



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Equipment All wind turbine models with a rotor swept area greater than 1,000 m2 receiving a Development Grant through Commonwealth Wind must be type certified to IEC 61400 standards by an independent, accredited third party certification agent (such as Germanischer Lloyd, DNV, etc.). All wind turbines with a rotor swept area not greater than 1,000 m2 (approximately 36 meters rotor diameter) receiving a Development Grant through Commonwealth Wind must meet one of the following requirements:

• The same MassCEC requirements (outlined above) for turbines with a rotor swept area greater than 1,000 m2; or

• Be included on the Interstate Turbine Advisory Council (ITAC) Unified List of Wind Turbines, available at http://www.cleanenergystates.org/projects/ITAC/list/

In addition, all of the equipment and related components that comprise the wind project must:

• Be new and must be designed for the specific wind project in question,

• Have a UL listing and must be compliant with Institute of Electrical and Electronics Engineers (IEEE) standards,

• Comply with National Electric Code provisions for wind tower grounding and over-current protection, and

• Include appropriate lightning protection and surge suppression. MassCEC may elect to not fund projects that propose to use specific turbine models that have documented reliability or performance issues but otherwise meet the above requirements.

Installation Requirements

The wind project electrical work must be performed by a Massachusetts licensed electrician professional. For more information: http://www.mass.gov/dpl/boards/el/index.htm. The wind project must be installed according to the manufacturer’s instructions and in compliance with all applicable codes and standards including:

• The most up-to-date provisions of the National Electric Code (NEC) at the time of system installation, and

• Local, state, and /or federal building laws, codes and practices. All systems must have an appropriate electric utility interconnection agreement in place at the time of interconnection to the utility grid. For more information: http://files.masscec.com/uploads/attachments/InterconnectionGuideforDistributedGeneration.pdf All pertinent permits and inspections must be obtained and copies kept on file as may be required by local codes and/or state law. The wind project may not be removed from the site for its useful design life as specified in the grant agreement or terms and conditions.

http://www.cleanenergystates.org/projects/ITAC/list/

http://www.mass.gov/dpl/boards/el/index.htm

http://files.masscec.com/uploads/attachments/InterconnectionGuideforDistributedGeneration.pdf

http://files.masscec.com/uploads/attachments/InterconnectionGuideforDistributedGeneration.pdf



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Mandatory Commissioning

The wind project must be commissioned and a commissioning report must be prepared. Commissioning is the process of ensuring that the systems are designed, installed, functionally tested, and capable of being maintained and operated according to the approved design and owner’s operational needs. At a minimum the report should include: inspection process and findings, system and component testing process and findings, and initial system performance findings.

Warranty All equipment must have a minimum two-year full warranty to the purchaser against defects, failures, breakdowns or excessive degradation of electrical output. The warranty shall cover the full cost, including labor, of repair or replacement of defective components or systems. In addition, applicants are strongly encouraged to obtain a service contract that provides the same coverage outlined above for the period after warranty.

Meter

Each renewable energy project proposed for MassCEC funding must have a dedicated meter that:

• Is readily accessible and easily understood by the system owner, • Records only the system’s AC output as measured on the AC side of

the system’s isolation transformer, • Shall be separate from the utility billing meter and shall not interfere

with utility billing or net-metering, • Must be a standard utility “revenue quality” meter that conforms to

applicable American National Standards Institute (ANSI) C-12 standards and shall be installed on the output side of the renewable system's isolation transformer, and

• Shall have a visible display of cumulative energy produced by the renewable energy system and be available for periodic testing and/or re-calibration, if necessary.

Reporting to MassCEC’s Production Tracking System (PTS)

All interconnected projects must report to the MassCEC Production Tracking System (PTS). Community and Commercial Wind Projects must report for a minimum of five years. These projects must include an automated reporting system which meets the requirements described below. There are three options for establishing automated reporting to the PTS: 1) Vendor-Supplied System: a Data Acquisition System (DAS) that has

local PTS-incorporated Automated Reporting features. 2) Vendor-Supplied Service: a DAS with a service that offers remote

monitoring that has PTS-incorporated Automated Reporting features. 3) Sample Source Code Integration: a DAS vendor or service provider can

customize the software of their system to incorporate this data transfer functionality.

task order yy-## between grantee and the massachusetts...

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