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Oracle Utilities Opower Professional Services Descriptions_v031220 of 81

ORACLE UTILITIES OPOWER

PROFESSIONAL SERVICES DESCRIPTIONS

Oracle Utilities Opower Setup Fees ........................................................................................................... 3

Oracle Utilities Opower Customer/Billing Integration & Platform Cloud Service Setup Fee ................. 3

Oracle Utilities Opower AMI Integration and Platform Cloud Service Setup Fee ................................... 5

Oracle Utilities Opower Additional Data Feed Setup Fee ........................................................................ 8

Oracle Utilities Opower Bill Ready Notification Setup Fee ..................................................................... 9

Oracle Utilities Opower Standard Welcome Letter Setup Fee ............................................................... 11

Oracle Utilities Opower Door Hanger Setup Fee ................................................................................... 13

Oracle Utilities Opower Single Sign-On Setup Fee ................................................................................ 14

Oracle Utilities Opower Professional Services Other Fees ................................................................... 17

Oracle Utilities Opower CIS Upgrade Fee ............................................................................................. 17

Oracle Utilities Opower Customer Classification File Data Integration Fee .......................................... 19

Oracle Utilities Opower Third-Party Randomization Fee ...................................................................... 20

Oracle Utilities Opower Custom Promotional Module Fee .................................................................... 22

Oracle Utilities Opower Standard Promotional Module Fee (Home Energy Reports, Email Home

Energy Reports, Web) ............................................................................................................................. 23

Oracle Utilities Opower Customer Segmentation Extract Fee ............................................................... 25

Oracle Utilities Opower Customer Load Profile Archetype Extract ...................................................... 26

Oracle Utilities Opower Hourly Program Services – Fixed Price - Hour ............................................... 28

Oracle Utilities Opower Digital Self Service, Transactions Cloud Service, Advanced Configuration –

Small ....................................................................................................................................................... 30


Large ....................................................................................................................................................... 31

Oracle Utilities Opower Digital Self Service, Transactions Cloud Service, Setup Fee – Each .............. 33

Opower Utilities – Retired Service Descriptions .................................................................................... 38

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Full Setup Fee (North

America Only) ........................................................................................................................................ 38

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Lite Setup Fee (North

America Only) ........................................................................................................................................ 40

Oracle Utilities Opower Points And Rewards Cloud Service Setup Fee ................................................ 42

Oracle Utilities Opower Non-AMI High Bill Alerts Cloud Service Setup Fee ...................................... 44


Oracle Utilities Opower Postcard Setup Fee ........................................................................................... 46

Oracle Utilities Opower Proactive Alerts Setup Fee (AMI HBAs and WAMIs) .................................. 48

Oracle Utilities Opower Energy Efficiency Product Setup Fee .............................................................. 50

Oracle Utilities Opower Energy Efficiency, Web Portal Standalone, Setup Fee ................................... 53

Oracle Utilities Opower Basic Service Bundle Fee ................................................................................ 55

Oracle Utilities Opower Peak Management Cloud Service Setup Fee ................................................... 56

Oracle Utilities Opower Peak Management Cloud Service, Single Season Setup Fee ........................... 59

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service, Setup Fee ............ 62

Oracle Utilities Opower Customer Service Interface Cloud Service Setup Fee ..................................... 64

Oracle Utilities Opower AMI HBAs Proactive Alerts Setup Fee ........................................................... 66

Oracle Utilities Opower WAMIs Proactive Alerts Setup Fee ................................................................ 68

Oracle Utilities Opower Standard Service Bundle Fee ........................................................................... 70

Oracle Utilities Opower Premium Service Bundle Fee .......................................................................... 72

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Upgrade Setup Fee 73

Oracle Utilities Opower Energy Efficiency Product Expansion Setup Fee ............................................ 75

Oracle Utilities Opower Targeted Web Marketing Setup Fee ................................................................ 78

Oracle Utilities Opower API Cloud Service Setup Fee .......................................................................... 79


Oracle Utilities Opower Setup Fees

Oracle Utilities Opower Customer/Billing Integration & Platform Cloud Service Setup Fee

Part# [B87456]

[United States and Canada]

A. Description of Services

Oracle will provide You with up to seven hundred twelve (712) hours of project initiation, data

integration and platform set-up services (“Services”) related to Your Oracle Utilities Opower

products. Such Services include the following:

1. Project Initiation Services

Oracle will:

a. Conduct an on-site project kick-off meeting.

b. Provide an estimated deployment timeline in a Microsoft format.

c. Deliver to You a copy of the Oracle Utilities Opower Platform Billing Data

Transfer Standards document.

2. Data Integration and Platform Set-up Services

Oracle will:

a. Guide You through the process and timeline for You to generate all files.

b. Assist You with completion of the template that maps Your data fields to data

fields Oracle collects as specified in the Oracle Utilities Opower Platform Billing

Data Transfer Standards.

c. Analyze and validate that the sample historical data file provided by You contains

the same columns, follows the same formatting and naming standards and

otherwise conforms to the Oracle Utilities Opower Platform Billing Data Transfer

Standards, and provide You with a list of any issues.

d. Analyze and validate that the full historical data file provided by You contains the

same columns, follows the same formatting and naming standards and otherwise

conforms to the Oracle Utilities Opower Platform Billing Data Transfer

Standards.

e. Analyze and validate that the iterative data files provided by You contains the same

columns and follows the same formatting and naming standards and otherwise

conforms to the Oracle Utilities Opower Platform Billing Data Transfer

Standards.

f. Acquire demographic household characteristics (“demographic data”), weather

data and parcel data for Your customer service territory, where available from

licensed third party providers.

g. Load demographic data, weather data and parcel data obtained from licensed third

party providers, where available, to the Oracle Utilities Opower platform.

h. Load Your customer and billing data files to the Oracle Utilities Opower platform;


i. Set-up the secure file transfer protocol (SFTP) to enable the regular transfer of data

files between You and Oracle.

j. Schedule and execute Oracle Utilities Opower batch processes to calculate Oracle

Utilities Opower data insights for use in the Oracle Utilities Opower products.

B. Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in Your order, You acknowledge that Oracle’s

ability to perform the Services depends upon Your fulfillment of the following obligations and the

following project assumptions:

1. Your Obligations

a. Confirm Your agreement with the deployment timeline and allocate appropriate

resources to provide the assistance described below.

b. Acknowledge that You have received the Oracle Utilities Opower Platform Billing

Data Transfer Standards, can meet such requirements, and have the information

technology resources and the consents required to securely send data to Oracle.

c. Work with Oracle to complete a template that maps Your data fields to data fields

Oracle collects as specified in the Oracle Utilities Opower Platform Billing Data

Transfer Standards.

d. Provide production quality billed usage data for a random sample of 10,000-20,000

customers (both active and inactive), and all billed usage reads recorded dating back

to January of the previous calendar year for such customers within the timeline

mutually agreed upon between you and the Oracle project manager.

e. Participate in analyzing and validating the sample historical data file.

f. Provide the iterative data files within the timeline mutually agreed upon between you

and the Oracle project manager, delivered either daily or weekly as mutually agreed

by the parties.

g. Participate in analyzing and validating the iterative data file.

h. Provide the full historical data file in accordance with the Oracle Utilities Opower

Platform Billing Data Transfer Standards within the timeline mutually agreed upon

between you and the Oracle project manager.

i. Participate in analyzing and validating the full historical data file.

j. Address data issues with the sample historical data file, full historical data file and

iterative data files within one business day of Oracle notifying You of same.

k. Generate an automated incremental file that includes any new customer information

and billed usage data recorded since the most recent record in the full historical file,

including customer move-in and move-out data and any corrections.

l. Coordinate with Oracle to set-up the SFTP to enable the regular transfer of data files

between You and Oracle.

m. Send incremental files to Oracle on a weekly or daily basis, as mutually agreed by the

parties.

2. Project Assumptions

a. The Services shall be performed remotely unless otherwise noted in Section A. At Your

request, Oracle may agree to conduct onsite visits at Your location during the

Professional Services Period defined below.


C. Expenses

In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out of

pocket expenses related to providing any on-site Services. All expenses invoiced monthly

hereunder are due and payable in accordance with the payment terms of Your order.

D. Unused Services

The Services must be used within the Services Period for the underlying cloud service, unless

otherwise stated in Your order (the “Professional Services Period”). Any Services not used within

the Professional Services Period will be automatically forfeited by You, with no further action

required of either party, and You will not be entitled to a refund, or any credit toward additional or

other services, for any unused portion of the fees paid for any unused Services. You may not use

the fees for any services other than the Services stated herein.

E. Project Management

You and Oracle further agree to each designate a project manager who shall work together with

the other party’s project manager to facilitate an efficient delivery of the Services.

Oracle Utilities Opower AMI Integration and Platform Cloud Service Setup Fee

Part #B87457



Oracle will provide You with up to two hundred fifty-six (256) hours of project initiation, data

integration and platform set-up services (“Services”) related to Your Oracle Utilities Opower

products. Such Services include the following:


Oracle will:


b. Provide an estimated deployment timeline in Microsoft Excel format.

c. Deliver to You a copy of the Oracle Utilities Opower Interval Data Transfer

Standards document.

2. Data Integration and Platform Set-up Services

Oracle will:

a. Guide You through the process and timeline for You to generate all advanced

metering infrastructure (AMI) data files that You will provide to Oracle for use

in the Oracle Utilities Opower platform.

b. Assist You with completion of the template that maps Your data fields to data

fields to Oracle collects as specified in the Oracle Utilities Opower Interval Data

Transfer Standards.

c. Analyze and validate that the sample historical data file provided by You

contains the same columns, follows the same formatting and naming standards

and otherwise conforms to the Oracle Utilities Opower Interval Data Transfer

Standards, and provide You with a list of any issues.


d. Analyze and validate that the full historical data file provided by You contains

the same columns, follows the same formatting and naming standards and

otherwise conforms to the Oracle Utilities Opower Interval Data Transfer

Standards.

e. Analyze and validate that the iterative data files provided by You contain the

same columns, follows the same formatting and naming standards and otherwise

conforms to the Oracle Utilities Opower Interval Data Transfer Standards.

f. Load Your data files to the Oracle Utilities Opower platform.

g. Set-up the secure file transfer protocol (SFTP) to enable the regular transfer of

data files between You and Oracle.

h. Schedule and execute Oracle Utilities Opower batch processes to calculate

Oracle Utilities Opower data analytics for use in the Oracle Utilities Opower

products.

B. Your Obligations and Project Assumptions In addition to the obligations and assumptions stated in Your order, You acknowledge that

Oracle’s ability to perform the Services depends upon Your fulfillment of the following

obligations and the following project assumptions:

1. Your Obligations



b. Acknowledge that you have received the Oracle Utilities Opower Interval Data

Transfer Standards, provided to You by Your Oracle project manager in electronic

format, can meet such requirements, and have the information technology resources

and the consents required to securely send data to Oracle.

c. Work with Oracle to complete a template that maps Your data fields to data fields

Oracle collects as specified in the Oracle Utilities Opower Interval Data Transfer

Standards.

d. Provide production quality billed usage data for a random sample of 10,000-20,000

customers (both active and inactive), and all billed usage reads recorded dating back

to January of the previous calendar year for such customers within the timeline


e. Participate in analyzing and validating such sample historical data file.

f. Provide the iterative data files within the timeline mutually agreed upon between you

and the Oracle project manager.

g. Participate in analyzing and validating the iterative data file.

h. Provide the full historical data file in accordance with the Oracle Utilities Opower

Interval Data Transfer Standards within the timeline mutually agreed upon between

you and the Oracle project manager.

i. Participate in analyzing and validating the full historical data file.

j. Address data issues with the sample historical data file, full historical data file and

iterative data files within one business day of Oracle notifying You of same.

k. Generate an automated incremental file that includes any new customer information

and billed usage data recorded since the most recent record in the full historical file,

including customer move-in and move-out data and corrections.

l. Coordinate with Oracle to set-up the SFTP to enable the regular transfer of data files

between You and Oracle.

m. Send incremental files to Oracle on a weekly or daily basis, as mutually agreed by the

parties.



a. The Services shall be performed remotely unless otherwise noted in Section A. At

Your request, Oracle may agree to conduct onsite visits at Your location during the


b. Project duration is estimated at nine (9) consecutive weeks.

C. Expenses




D. Unused Services

The Services must be used within the Services Period for the underlying cloud service unless










Oracle Utilities Opower Additional Data Feed Setup Fee

Part #B87466



Oracle will provide You with up to two hundred (200) hours of project initiation and data

integration services (“Services”) related to Your Oracle Utilities Opower products. Such Services

will include the following:


Oracle will:

a. Conduct a project kick-off meeting by conference call.

b. Provide an estimated deployment timeline in Microsoft format.

c. Deliver to You a copy of the Oracle Utilities Opower Interval Data Transfer

Standards document.

2. Data Integration Services

Oracle will:

a. Define additional data objects that You will send to Oracle for use in the Oracle

Utilities Opower platform.

b. Agree with You on a format for You to provide the data defined in Section 2.a

above to Oracle.

c. Participate in the review of Your sample files.

d. Confirm that such sample data files are in a format that can be loaded by Oracle.

e. Load final data files provided by You to the Oracle Utilities Opower platform.

f. Update the Oracle Utilities Opower platform to enable the regular load of

additional data files provided by Your team.




1. Your Obligations



b. Acknowledge that You have received the Oracle Utilities Opower Interval Data

Transfer Standards, provided to You by Your Oracle project manager in electronic

format, can meet such requirements, and have the information technology resources

and the consents required to securely send data to Oracle.

c. Agree to the file format to provide additional data to Oracle.

d. Provide sample data files to Oracle for review.

e. Provide final data files in the format agreed to by You and Oracle.

f. Coordinate with Oracle to set-up the secure file transfer protocol (“SFTP”) to enable

the regular transfer of data files between You and Oracle.






b. Project duration is estimated to be four (4) consecutive weeks.

C. Expenses




D. Unused Services

The Services must be used within the Services Period for the underlying cloud service unless







You and Oracle further agree to each designate a project manager who shall work together with the

other party’s project manager to facilitate an efficient delivery of the Services.

Oracle Utilities Opower Bill Ready Notification Setup Fee

Part #B87468



Oracle will provide You with up to two hundred (200) hours of project initiation, product setup,

and product launch services (“Services”) related to the following Oracle Utilities Opower product:

Oracle Utilities Opower Bill Ready Notification Cloud Service (“Bill Ready

Notification”)

Such Services will include the following:


Oracle will:


b. Provide You with an estimated deployment timeline in Microsoft format.

2. Product Setup Services

Oracle will:


a. Create a configuration document with inputs provided by You regarding product

configuration.

b. Configure Bill Ready Notification to match the inputs mutually agreed by the

parties in the configuration document.

c. Participate in the review and finalization of the Bill Ready Notification email

template.

d. Assist in the identification of Your target customer segments to receive Bill Ready

Notifications.

e. Finalize the customer segmentation and select a group of target customers to

receive the Bill Ready Notifications.

f. Perform final quality assurance checks for content and collateral designed, created

and configured in this section after deploying these elements to one (1) testing

environment.

3. Product Launch

Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of Bill Ready Notification

prior to the launch.

b. Provide a test environment during the product launch phase for Your review of

Bill Ready Notification prior to launch.

c. Conduct one (1) sixty (60) minute remote training session for customer service

representatives.

d. Deploy Bill Ready Notification to production.

e. Notify Oracle Utilities Opower platform operations team to conduct Bill Ready

Notification launch.




1. Your Obligations



b. Review the configuration document and provide final inputs for product configurations

in the configuration document within the timeline as mutually agreed upon between

you and the Oracle project manager.

c. Provide the required elements within the configuration document.

d. Provide input on targeted customer segments for the project implementation.

e. Participate in project implementation demonstrations.

f. Participate in Your customer service representatives training.


a. The Services shall be performed remotely otherwise noted in Section A. At Your



b. Project duration is estimated to be twenty-four (24) consecutive weeks.


C. Expenses




D. Unused Services










Oracle Utilities Opower Standard Welcome Letter Setup Fee

Part #B87473



Oracle will provide You with up to seventy (70) hours of project initiation and product set-up

services (“Services”) related to the following Oracle Utilities Opower product:

Oracle Utilities Opower Welcome Letter (“Welcome Letter”)



Oracle will:

a. Provide an estimated deployment timeline in Microsoft format.

b. Provide an electronic copy of the Oracle Utilities Opower Platform Configuration

Guide Standard Branding Inputs and Configuration Guide that includes a list of

standard branding inputs required by Oracle to complete the Welcome Letter

configuration.


Oracle will:

a. Configure the Welcome Letter with Your supplied logo image file and Your

branding colors in the product configuration areas.

b. Update the standard utility contact information sections of the Welcome Letter to

include contact information for Your product set-up.


c. Participate in the review and finalization of the printed Welcome Letter template.

d. Participate in a one (1) hour web conference meeting to assist You in the

identification of Your customer segments to target to receive the Welcome Letter.

e. Finalize the customer segmentation and establish a mutually-agreed group of target

customers to receive the Welcome Letter.

f. Prepare print ready files and conduct proofing of print ready files.

g. Perform one (1) final quality assurance check after deploying these elements to

one (1) testing environment. The quality assurance checks will cover content and

collateral designed, created and configured in this section using the formats and

configurations found in Your completed copy of the Standard Branding Inputs and

Configuration Guide.




1. Your Obligations

a. Confirm Your agreement to the deployment timeline and allocate appropriate resources

to provide the assistance described below.

b. Provide access to a content and branding lead to work with Oracle on consumer

content, presentation, branding, segmentation, and collateral approvals.

c. Provide Your branding inputs in the format(s) required to configure the Welcome

Letter, as specified in the Standard Branding Inputs and Configuration Guide.

d. Review and finalize the Welcome Letter template.

e. Provide input on targeted customer segments for Your Welcome Letter product.





b. Project duration is estimated to be ten (10) consecutive weeks.

C. Expenses




D. Unused Services The Services must be used within the Services Period for the underlying cloud service, unless










Oracle Utilities Opower Door Hanger Setup Fee

Part #B87474



Oracle will provide You with up to thirty-two (32) hours of project initiation and product set-up


Oracle Utilities Opower Door Hanger (“Door Hanger”)



Oracle will:

a. Deliver an estimated deployment timeline to You in Microsoft format.

b. Provide a copy of the Oracle Utilities Opower Platform Configuration Guide to

You.

2. Product Set-up Services

Oracle will:

a. Provide You with a list of standard branding inputs required by Oracle to complete

the Door Hanger configuration, as contained in the Oracle Utilities Opower Door

Hanger Configuration Guide.

b. Configure the Door Hanger based on the final inputs mutually-agreed by the

parties.

c. Participate in the review and finalization of the printed Door Hanger template.

d. Participate in one (1) telephone conference call to assist You in the identification

of Your customer segments that will be targeted to receive the Door Hanger.


receive the Door Hanger.

f. Prepare print ready files and undertake proofing of print ready files.

g. Perform final quality assurance checks for content and collateral designed, created

and configured in this section after deploying these elements to one (1) testing

environment. The quality assurance checks will use the configurations specified

by You with Your inputs in the Oracle Utilities Opower Door Hanger





1. Your Obligations



b. Provide access to Your content and branding lead to work with Oracle regarding

consumer content, presentation, branding, segmentation, and collateral approvals.


c. Provide Your branding inputs, as specified in the Oracle Utilities Opower Door

Hanger Configuration Guide.

d. Review and finalize the Door Hanger template.

e. Provide input on targeted customer segments.





b. Program deployment is estimated to be five (5) consecutive weeks.

C. Expenses




D. Unused Services










Oracle Utilities Opower Single Sign-On Setup Fee

Part #B89686



Oracle will provide You with up to eighty (80) hours of project initiation, product setup services

and product launch services (“Services”) related to the following Oracle Utilities Opower products:

Oracle Utilities Opower Single Sign-On (SSO)

Such Services shall include the following:


Oracle will:

a. Conduct a project kick-off meeting via conference call.


c. Provide a copy of the Oracle Utilities Opower Single Sign-On (SSO)

Configuration Guide .



Oracle will:

a. Implement the SSO feature of the Oracle Utilities Opower Energy Efficiency

Web Portal as per the Oracle Utilities Opower Single Sign-On (SSO)

Configuration Guide document; and

b. Troubleshoot Oracle SSO test logs during SSO testing and provide logs output to

Your technical team.

3. Product Launch Services

Oracle will:

a. Provide to You one (1) test environment for Your review of SSO prior to product

launch;

b. Deploy SSO to production; and

c. Notify Oracle platform operations team to conduct product launch.




1. Your Obligations

a. Implement security assertion markup language (SAML) 2.0 (a requirement for SSO

implementation) within eight (8) weeks of project kick-off and prior to implementation

of SSO;

b. Work with Oracle to implement SSO of the Energy Efficiency Web Portal within Your

website as per the Oracle Utilities Opower Single Sign-On (SSO) Configuration Guide

document; and

c. Make Your IT resources available to assist with the Services as stated herein and as

part of the project implementation timeline.





b. Project duration is estimated at sixteen (16) consecutive weeks.

C. Expenses




D. Unused Services








Oracle Utilities Opower Professional Services Other Fees

Oracle Utilities Opower CIS Upgrade Fee

Part #B87476



Oracle will provide You with up to four hundred (400) hours of project initiation and platform

setup services (“Services”) related to Your Customer Information System (“CIS”) upgrade. Such

Services include the following:


Oracle will:


b. Provide an estimated deployment timeline in a mutually agreed Microsoft file

format.

c. Deliver to You the Oracle Utilities Opower Platform Billing Data Transfer

Standards document.

2. Platform Setup Services

Oracle will:

a. Define a data mapping approach with Your technical team, utilizing the standards

defined in the Oracle Utilities Opower Platform Billing Data Transfer Standards

document.

b. Provide a process to discontinue data file transfer from Your existing CIS

application.

c. Update the Oracle Utilities Opower platform to accept data file transfers from Your

new CIS application.

d. Replace the entity identifiers in the Oracle Utilities Opower platform with the new

entity identifiers that You provide from Your new CIS application.

e. Update the Home Energy Report (“HER”) and Customer Service Interface (“CSI”)

to display the new entity identifier that you provide from Your new CIS

application.

f. Update the Oracle Utilities Opower Energy Management Web Portal (“Web

Portal”) signup functionality to use the new account number that You provide from

Your new CIS application.

g. Perform testing and quality assurance (“QA”) on the new iterative file provided

by You to verify that Your new identifiers match the new entity identifiers in the

Oracle Utilities Opower platform. During the test Oracle will provide an analysis

of Your data and generate a test Home Energy Report batch and identify any data

issues for You to correct in your iterative data file. This test will be carried out

twice, allowing You to make necessary adjustments over a period of no more than

two (2) weeks.

B. Your Obligations and Project Assumptions


In addition to the obligations and assumptions stated in Your order, You acknowledge that Oracle’s



1. Your Obligations

a. After migrating to Your new CIS application, confirm to Oracle that there will be no

more changes to such CIS application before starting testing and QA.

b. Discontinue data transfer from the existing CIS application and to establish additional

data transfer from Your new CIS application.

c. Provide separate mapping files for all Oracle data elements for all of Your customers

that have changed from the existing CIS application to the new CIS application.

d. Provide a new, iterative file of customer billing data as specified in the Oracle Utilities

Opower Platform Billing Data Transfer Standards document.

e. Provide the customer billing data file on an on-going weekly incremental basis.

f. Correct any issues in Your iterative data file as identified by Oracle during the

implementation and provide updated files to Oracle.





b. You will complete migration to Your new CIS application in the timeframe mutually-

agreed with Oracle.

c. Prior to the start of testing and QA and finalization of new data feeds, the legacy data

feeds that have been mutually-agreed and configured during implementation will not

be changed during the Services Period for the underlying cloud service, except as

otherwise agreed by Oracle.

d. During testing and QA, the Web Portal and customer service tools may be unavailable

for a limited period of time, temporarily preventing the use of printed and email reports.

Oracle will notify You of any circumstances that may result in platform unavailability

and will use reasonable efforts to minimize any such down time.

e. Project duration is estimated to be ten (10) consecutive weeks.

C. Expenses

In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out-of-

pocket expenses related to providing any onsite Services. All expenses invoiced monthly hereunder

are due and payable in accordance with the payment terms of Your order.

D. Unused Services


otherwise stated in Your order the (the “Professional Services Period”). Any Services not used

within the Professional Services Period will be automatically forfeited by You, with no further

action required of either party, and You will not be entitled to a refund, or any credit toward

additional or other services, for any unused portion of the fees paid for any unused Services. You

may not use the fees for any services other than the Services stated herein.





Oracle Utilities Opower Customer Classification File Data Integration Fee

Part #B87477



Oracle will provide You with up to sixty-four (64) hours of project initiation and data integration

services (“Services”) related to Your Oracle Utilities Opower products as follows.


Oracle will:



c. Provide You a copy of the Oracle Utilities Opower Customer Classification Data

Transfer Standards document.

2. Data Integration Services

Oracle will:

a. Review the Oracle Customer Classification Specification (“CCF”) with You and

answer Your questions about the specification.

b. Confirm with You the customer attributes that You will provide in the CCF file;

c. Confirm that Your CCF is in a format that can be loaded into the Oracle Utilities

Opower platform.

d. Load Your CCF to the Oracle Utilities Opower platform.

e. Configure the Oracle Utilities Opower platform to load Your regular transfer of

CCF data files to Oracle.

f. Coordinate two (2) one (1) hour remote telephone conference calls to validate the

customer classification data within the applicable Oracle Utilities Opower

application.




1. Your Obligations

a. Acknowledge that You have received the Oracle Utilities Opower Customer

Classification Data Transfer Standards and, can meet such requirements, and have the

information technology resources and the consents required to securely send data to

Oracle.

b. Confirm Your agreement with the deployment timeline and allocate appropriate

resources to perform the required assistance described herein;

c. Provide input for the identification of relevant customer attributes or segments that will

be used to assemble the CCF.


d. Transfer the CCF to Oracle via secure file transfer protocol (“SFTP”) pursuant to a

schedule that is mutually-acceptable to both parties and as specified in the Oracle

Utilities Opower Customer Classification Data Transfer Standards.

e. Automate the CCF file transfer to Oracle as specified in Oracle Utilities Opower

Customer Classification Data Transfer Standards.

f. Participate in the confirmation and approval of the CCF to verify that it can be

incorporated into the Oracle Utilities Opower platform.





b. Project duration is estimated to be four (4) consecutive weeks.

C. Expenses




D. Unused Services










Oracle Utilities Opower Third-Party Randomization Fee

Part #B87479



Oracle will provide You with up to one hundred (100) hours of project initiation, data integration

and platform setup services (“Services”) related to Your Oracle Utilities Opower products. Such

Services will include the following:


Oracle will:



2. Data Integration and Platform Setup Services


Oracle will:

a. Participate in calls to coordinate third-party randomization with Your project

team and Your designated third-party evaluator.

b. Provide You with a comma separated value (“CSV”) file containing account

numbers for eligible customers targeted for the Oracle Utilities Opower program

along with desired sizes for treatment and control groups.

c. Receive and review an updated CSV file from Your third-party evaluator with

treatment and control group designations.

d. Load the updated CSV file with customer treatment or control group designation

into the Oracle Utilities Opower platform.

e. Perform Oracle standard quality assurance checks to verify treatment and control

group randomization.




1. Your Obligations


resources to perform the assistance described below.

b. Retain the services of a third-party evaluator to perform randomization for Your

program.

c. Coordinate communications between Oracle and Your designated third-party

evaluator.

d. Confirm that the third-party evaluator randomly assigns the account numbers in the

CSV file to a treatment or control group for statistical equivalence of both groups based

on annual energy consumption.

e. Confirm that the third-party evaluator returns the CSV file to Oracle, updated with a

new column identifying customer treatment or control group status.


a. The Services shall be performed remotely unless noted otherwise in Section A. At



b. The project implementation timeline is dependent upon the third-party consultant’s

timely completion of randomization work.

c. The project deployment is estimated to be four (4) consecutive weeks.

C. Expenses




D. Unused Services

The Services must be used within the Services Period for the applicable underlying cloud service(s),

unless otherwise stated in Your order (“Services Period”). Any Services not used within the

Services Period will be automatically forfeited by You, with no further action required of either

party, and You will not be entitled to a refund, or any credit toward additional or other services, for


any unused portion of the fees paid for any unused Services. You may not use the fees for any

services other than the Services stated herein.




Oracle Utilities Opower Custom Promotional Module Fee

Part # B87480



Oracle will provide You with up to thirty-four (34) hours of project initiation, design and

configuration services (“Services”) related to Your Oracle Utilities Opower Custom Promotional

Module. Such Services will include the following:


Oracle will:



2. Design and Configuration Services

Oracle will:

a. Create one (1) custom promotional module with Your specific details in the

configurable spaces for use in one (1) Oracle Utilities Opower product.

b. Participate in the review and finalization of the Oracle Utilities Opower Custom

Promotional Module.

c. Configure the Oracle Utilities Opower Custom Promotional Module content in

the Oracle Utilities Opower platform.

d. Define a target segment of Your customers to receive Oracle Utilities Opower

Custom Promotional Module content.

e. Perform final quality assurance checks for the content designed, created and

configured in this section after deploying the module to a testing environment.




1. Your Obligations



b. Provide access to Your content and branding lead who will provide input to Oracle

regarding the presentation, branding, and segmentation of the Oracle Utilities Opower

Custom Promotional Module.






b. The Oracle Utilities Opower Custom Promotional Module is created using custom

copywriting and illustration by Oracle’s design team and based on Your design input.

c. The Oracle Utilities Opower Custom Promotional Module may only be used in one

(1) Oracle Utilities Opower product.

d. Each instance of an Oracle Utilities Opower Custom Promotional Module design run

on a communication channel is considered to be the use of one module. Using a

module in multiple Oracle Utilities Opower products requires the purchase of

multiple modules.

e. Each Oracle Utilities Opower Custom Promotional Module must be used during the

12-month period following delivery and may not be used during any subsequent

period.

f. The Services duration is estimated at seven (7) consecutive weeks.

g. You will finalize the marketing module within two rounds of review/feedback. If You

require additional rounds of review this may be subject to additional fees.

C. Expenses




D. Unused Services

The Services must be used within the Services Period for the underlying cloud service , unless









Oracle Utilities Opower Standard Promotional Module Fee (Home Energy Reports, Email Home Energy

Reports, Web)

Part #B87481



Oracle will provide You with up to eighteen (18) hours of project initiation, design and

configuration services (“Services”) related to Your Oracle Utilities Opower Standard Promotional

Module. Such Services will include the following:



Oracle will:



2. Design and Configuration Services

Oracle will:

a. Demonstrate the library of standard module that can be displayed on Oracle

Utilities Opower communications.

b. Create or adapt one (1) Optimized Module or Flex Module with Your specific

details in the configurable spaces.

c. Participate in the review and finalization of the Oracle Utilities Opower Standard

Promotional Module.

d. Configure the Oracle Utilities Opower Standard Promotional Module content in


e. Define a target segment of Your customers to receive the Oracle Utilities Opower

Standard Promotional Module content.

f. Perform final quality assurance checks over content and collateral designed,

created and configured in this section after deploying the module to one (1) testing

environment.




1. Your Obligations



b. Provide access to Your content and branding lead who will provide input to Oracle

regarding the presentation, branding, and segmentation of the Oracle Utilities Opower

Standard Promotional Module.


a. Oracle’s Services shall be performed remotely unless otherwise noted in Section A.

At Your request, Oracle may agree to conduct onsite visits at Your location during the


b. The Oracle Utilities Opower Standard Promotional Module may only be used in one

(1) Oracle Utilities Opower product.

c. Each instance of a promotional module design run on a communication channel is

considered to be the use of one module. Using a module in multiple Oracle Utilities

Opower products requires the purchase of multiple modules.

d. Each Oracle Utilities Opower Standard Promotional Module must be used during the

12-month period following delivery and may not be used during any subsequent

period.

e. The Services duration is estimated to be three (3) weeks.

f. An “Optimized Module” is a module selected from the Oracle Utilities Opower module

library and that has been designed and tested based on Oracle’s behavioral science,

design, and content strategy experience. Optimized Modules may result in accelerated

production timelines.

g. A “Flex Module” is a module offering increased configuration with an efficient

production schedule when use of an Optimized Module does not fit a customer’s


promotional needs. You may make adjustments to copy, select print and web-ready

images from the Oracle Utilities Opower illustration library.

h. You will finalize the marketing module within two rounds of review/feedback. If You


C. Expenses




D. Unused Services



the Services Period will be automatically forfeited by You, with no further action required of either

party, and You will not be entitled to a refund, or any credit toward additional or other services, for

any unused portion of the fees paid for any unused Services. You may not use the fees for any

services other than the Services stated herein.




Oracle Utilities Opower Customer Segmentation Extract Fee

Part #B87482



Oracle will provide You with up to fifty (50) hours of project initiation and customer segmentation

services (“Services”) related to Your Oracle Utilities Opower products. Such Services will include

the following:


Oracle will:



2. Customer Segmentation Services

Oracle will:

a. Define up to ten (10) customer segments in the internal Oracle Utilities Opower

segmentation tool.

b. Extract a one-time list of customer account identifiers for customers in each of the ten (10)

customer segments in a comma separated value (“CSV”) or tab separated value (“TSV”)

format (the “Customer Segmentation Extract”).

c. Deliver the Customer Segmentation Extract to You.






1. Your Obligations

a. Confirm Your agreement to deployment timeline and assign appropriate resources to

provide assistance and information as reasonably requested by Oracle.



request, Oracle may agree to conduct onsite visits at Your location during the Professional

Services Period defined below.

C. Expenses




D. Unused Services










Oracle Utilities Opower Customer Load Profile Archetype Extract

Part #B87483



Oracle will provide You with up to sixty-five (65) hours of project initiation and data extract

services (“Services”) related to Your Oracle Utilities Opower Customer Load Profile Archetype

Extract. Such Services will include the following:


Oracle will:



2. Data Extract Services


Oracle will:

a. Define and mutually agree with You on a list of Your customers to include in the

load profile archetype analysis.

b. Run the standard Oracle Utilities Opower load profile archetype algorithm on Your

customer data previously loaded in the Oracle Utilities Opower platform.

c. Assign archetypes to Your customers in Oracle Utilities Opower’s database based

on the output of the archetype analysis.

d. Deliver a one (1)-time load archetypes extract listing the archetypes assigned to

Your customers by the Oracle Utilities Opower algorithm.




1. Your Obligations



b. Notify Oracle at least four (4) weeks in advance of Your desired delivery date for a

load archetype extract.





b. Oracle will use all historical usage data previously provided by You for each customer

to determine the individual customer load archetype.

c. The analysis will be undertaken for non-solar energy customers with active accounts.

You acknowledge that certain customers may not be assigned load archetype

identifiers during the analysis, due to gaps in data, quality or quantity of historical

interval data, account closures and other reasons. Typically, ten to twenty (10 to 20)

percent of customers may be designated “unassigned” after such an analysis. Should

the proportion of unassigned customers exceed twenty (20) percent, You and Oracle

will cooperate for purposes of diagnosing and addressing data issues.

d. Each Load Archetype Extract will contain the following attributes: Customer’s account

number, premise ID, address, average usage, rate code and zip code as well as overall,

weekday, and weekend load archetype identifiers.

e. Project duration is estimated to be four (4) consecutive weeks.

C. Expenses




D. Unused Services











Oracle Utilities Opower Hourly Program Services – Fixed Price - Hour

Part #B90604



At your direction, Oracle will provide You the quantity of professional services hours identified in

Your order of Professional Services (“Professional Services”) related to Your Oracle Utilities

Opower Cloud Services (“Cloud Services”). Such Professional Services may include assistance

with any of the following:

1. Project Consulting Services

a. Assist You with the configuration of Your:

i. Cloud Services content configuration

ii. Cloud Services content targeting

iii. Cloud Services customer segmentation

iv. Cloud Services web portal

v. Cloud Services platform configuration

b. Assist You with minor technical updates of Your:

i. Cloud Services single sign-on integration

ii. Cloud Services application programming interface (“API”) integration

iii. Cloud Services data integration

iv. Cloud Services data extracts

c. Provide recommendations on how to use Cloud Services and the features

licensed for Your projects.

d. Provide coordination of Your projects’ progress, including change requests.

e. Assist in coordinating the scoping of new projects.

f. Plan and budget Oracle resources for Your projects.


Oracle’s ability to perform the Professional Services depends upon Your fulfillment of the

following obligations and the following project assumptions:

1. Your Obligations

a. Contact Oracle’s project manager to request and schedule the performance of

Professional Services within the Professional Services Period, which Professional

Services will be scheduled at a date and time mutually agreed to by the project

managers.


b. Confirm Your agreement with any timelines.

c. Allocate appropriate resources to perform any necessary assistance.

d. If applicable, provide access to Your content and branding lead who will work with

Oracle on consumer content, presentation, branding, segmentation, and collateral

approvals.

e. Provide any notices, and obtain any consents, required for Oracle to perform

Professional Services.

f. Limit Oracle’s access to any production environments or shared development

environments to the extent necessary for Oracle to perform Professional Services.

g. Participate in Oracle Utilities Opower product demonstrations.

h. Ensure Your tasks are completed in the agreed on timeframe.


a. The Professional Services shall be performed remotely. At Your request, Oracle may

agree to conduct onsite visits at Your location during the Professional Services Period

defined below.

b. The Professional Services will be performed from Monday to Friday during business

hours unless otherwise agreed by You and Oracle.

c. You understand and acknowledge that Oracle shall only provide the Professional

Services for up to the quantity of hours identified in Your order and that Oracle is not

obligated to continue provide the Professional Services beyond that quantity of hours.

C. Fees and Expenses

As the Professional Services are provided on an hourly basis, You shall pay the fees set forth in the

order regardless of whether any output has been delivered or Your projects have been completed.


pocket expenses related to providing any on-site Professional Services. All expenses invoiced

monthly hereunder are due and payable in accordance with the payment terms of Your order. The

fees for the Professional Services and any applicable taxes may be invoiced upon Your execution

of and Oracle’s acceptance of this order in advance of service performance.

D. Unused Professional Services

The Professional Services must be used within the Services Period for the underlying cloud service,

unless otherwise stated in Your order (the “Professional Services Period”). Any Professional

Services not used within the Professional Services Period will be automatically forfeited by You,

with no further action required of either party, and You will not be entitled to a refund, or any credit

toward additional or other services, for any unused portion of the fees paid for any unused

Professional Services. You may not use the fees for any services other than the Professional

Services stated herein.



other party’s project manager to facilitate an efficient delivery of the Professional Services.



Small

Part #B91020


A Description of Services

At your direction, Oracle will provide You with up to eighty (80) hours of Professional Services

(“Services”) related to Your Oracle Utilities Digital Self Service, Transactions Cloud Service

(“Cloud Service”). Such Services may include assistance with any of the following:

1. Configuring the following in Your Cloud Service:

a. Cloud Service content configuration

b. Cloud Service feature configuration

c. Cloud Service web portal

d. Cloud Service platform configuration

2. Minor technical updates of Your:

a. Cloud Service single sign-on integration

b. Cloud Service application programming interface (“API”) integration

c. Cloud Service integrations listed in the Oracle Utilities Digital Self Service,

Transactions Cloud Service Integration Guide

d. Cloud Service data integration

e. Cloud Service data extracts

3. Alternate approaches for using Your licensed Cloud Service products and features.

4. Additional coordination of Your Cloud Service project, including change requests.

5. Coordinating the scoping of new services, if applicable.

6. Planning and budgeting Oracle resources for Your Services.

7. Working with You to create the high level design, resources estimate, and delivery timeline

(“HLDE”) for Your Services. The HLDE is a document that clearly defines the scope of

Your Services related to Your Cloud Service.

B Your Obligations and Project Assumptions




1. Your Obligations

a. Work with Oracle to create the HLDE, including a mutually agreed upon resource

estimate and delivery timeline.

b. Contact Oracle’s project manager to request and schedule the performance of Services

within the Professional Services Period defined below, which Services will be

scheduled at a date and time as mutually agreed by the project managers.


d. Provide any notices, and obtain any consents, required for Oracle to perform Services.

e. Limit Oracle’s access to any production environments or shared development

environments to the extent necessary for Oracle to perform Services.

f. Participate in Cloud Service demonstrations.

g. Ensure Your tasks are completed in the timeframe as mutually agreed upon.





Professional Services Period.

b. The Services will be performed from Monday to Friday during business hours mutually

agreed to by You and Oracle.

c. You understand and acknowledge that Oracle shall only assist You for up to the

quantity of hours identified in Your order and that Oracle is not obligated to continue

performing Services in excess of such quantity of hours.

d. Payment of fees for the Services is not conditioned upon completion and/or delivery

of any outputs.

C Expenses




D Unused Services







E Project Management




Large

Part #91021


A Description of Services

At your direction, Oracle will provide You with up to two hundred (200) hours of Professional

Services (“Services”) related to Your Oracle Utilities Digital Self Service, Transactions Cloud

Service (“Cloud Service”). Such Services may include assistance with any of the following:

a. Configuring the following in Your Cloud Service:

a. Cloud Service content configuration

b. Cloud Service feature configuration

c. Cloud Service web portal

d. Cloud Service platform configuration

b. Minor technical updates of Your:

a. Cloud Service single sign-on integration


b. Cloud Service application programming interface (“API”) integration

c. Cloud Service integrations listed in the Oracle Utilities Digital Self Service,

Transactions Cloud Service Integration Guide

d. Cloud Service data integration

e. Cloud Service data extracts

c. Alternate approaches for using Your licensed Cloud Service products and features.

d. Additional coordination of Your Cloud Service project, including change requests.

e. Coordinating the scoping of new services, if applicable.

f. Planning and budgeting Oracle resources for Your Services.

g. Working with You to create the high level design, resources estimate, and delivery timeline

(“HLDE”) for Your Services. The HLDE is a document that clearly defines the scope of

Your Services related to Your Cloud Service.

B Your Obligations and Project Assumptions




1. Your Obligations

a. Work with Oracle to create the HLDE, including a mutually agreed upon resource

estimate and delivery timeline.

b. Contact Oracle’s project manager to request and schedule the performance of Services

within the Professional Services Period defined below, which Services will be

scheduled at a date and time as mutually agreed by the project managers.


d. Provide any notices, and obtain any consents, required for Oracle to perform Services.

e. Limit Oracle’s access to any production environments or shared development

environments to the extent necessary for Oracle to perform Services.

f. Participate in Cloud Service demonstrations.

g. Ensure Your tasks are completed in the timeframe as mutually agreed upon.




Professional Services Period.

b. The Services will be performed from Monday to Friday during business hours mutually

agreed to by You and Oracle.

c. You understand and acknowledge that Oracle shall only assist You for up to the

quantity of hours identified in Your order and that Oracle is not obligated to continue

performing Services in excess of such quantity of hours.

d. Payment of fees for the Services is not conditioned upon completion and/or delivery

of any outputs.

C Expenses





D Unused Services







E Project Management



Oracle Utilities Opower Digital Self Service, Transactions Cloud Service, Setup Fee – Each

Part # B91022


A. Description of Services.

Oracle will provide You with up to one hundred three (103) person days of project initiation, set-up

and launch services (the “Services”) related to Your Oracle Utilities Opower Digital Self Service,

Transactions Cloud Service (“DSSTC”), provided that such days of Services may only be used for

Oracle’s performance of the activities listed in Sections B, C and D below:

1. Definitions

The following definitions will apply to the Services described within this exhibit:

Term Definition

“Configure” and “Configuration” The setup of the applications by entering specific

values which drive business processes using the

Standard Functionality provided within the

DSSTC without extension.

Customer Information System (“CIS”) The Oracle Utilities application used to manage

Your customer information, one of: Oracle

Utilities Customer Cloud Service, Oracle Utilities

Customer To Meter Base for Residential

Customers, Oracle Utilities Customer To Meter

Base for Commercial and Industrial Customers,

Oracle Utilities Customer Care and Billing Base

for Residential Customers, or Oracle Utilities

Customer Care and Billing Base for Commercial

& Industrial Customers.

“Oracle Modern Best Practice(s)” A collection of business processes that are pre-

defined by Oracle and are designed to map to

certain portions of the Standard Functionality

contained within the DSSTC.


Term Definition

“Standard Functionality” Base features and usability of DSSTC without

extension, enhancement or modification.

System Integration Testing (“SIT”) The process by which testers validate how the

DSSTC maintains data integrity and operates in

coordination with other systems in the same

environment utilizing converted data. The

validation process reviews how all

subcomponents are integrated as compared with

the expected results.

“System Testing” The process by which testers validate how code

modules work and how the DSSTC as a whole

(excluding interfaces to other systems) performs

in the testing environment utilizing converted

data.

User Acceptance Testing (“UAT”) The process by which the DSSTC is validated in

coordination with other applications in the same

environment by the intended audience to review

how an application addresses identified

requirements and how it supports the business

utilizing converted data.

2. Project Initiation Services.

Oracle will:

a. Conduct an onsite project kick-off meeting.

b. Create and publish the “DSST_016_Initial_Project_Delivery_Plan”, which is the initial

baseline project plan for the delivery of the Services that defines the high level Oracle tasks

and activities, duration and dependencies required to implement the project.

c. Assist Your project manager in the creation of an integrated project plan (“IPP”) in Microsoft

format that lists the Oracle tasks and Your tasks for all implementation phases of the project.

d. Create and publish the “DSSTC Familiarization Workshop Schedule” in Microsoft format

defining the workshop schedule, the session topic and the session duration for each DSSTC

familiarization workshop.

3. Setup Services.

Oracle will:

a. Conduct four (4) onsite DSSTC familiarization workshops for a period of up to four (4)

business days to work with You to:

i. Review application functionality in the context of Oracle Modern Best Practices to

determine any exceptions from Oracle Modern Best Practices.

ii. Provide You with “DSST_034_Configuration_Questions”, which is a questionnaire to

guide You through the range of configuration options appropriate to each module in scope

to be filled in and completed by Your team as prerequisite for the configuration activity

described in Section C.4 below.

b. Provide You with “DSST_026_Foundation_Design”, which is a Microsoft Word document

that provides an overview of the DSSTC base functionality as well as output from the

familiarization workshops, including key configuration, interface and data load decisions made

by You.


c. Assist You with CIS web services configuration as needed for DSSTC integration.

d. Configure DSSTC features based on the configuration inputs provided by You in the

DSST_034_Configuration_Questions and DSST_026_Foundation_Design documents for the

following modules:

i. Customer account overview and management

ii. Customer payment

iii. Customer start, stop, and transfer service

iv. Customer program and preference management features

v. Customer contact us form

vi. Customer energy usage graph

vii. Customer service representative (“CSR”) masquerading portal

e. Provide You with the “DSST_036_Configuration_Workbook”, which details how the

application is configured for the modules in scope. This configuration is related to the

implementation choices made and documented in the DSST_026_Foundation_Design

document and the details provided from the DSST_034_Configuration_Questions

questionnaire.

f. Assist You with Your CIS configuration for delivering DSSTC transactional e-mail

notifications, including billing notifications for bills due, bills past due, payment notifications

for payments received, and payment notifications for payments rejected.

g. Engage with You to acquire and prepare test data in order for Oracle to perform System Testing

of the DSSTC configurations on the non-production (staging) environment.

h. Provide You with the configured DSSTC application on the non-production (staging)

environment for Your validation and testing activities.

i. Provide assistance for Your testing activities during SIT and UAT for a period of up to 11

weeks including:

i. Correcting issues that result from configurations delivered by Oracle that do not match

what was entered by Oracle into the DSST_036_Configuration_Workbook.

ii. Minor configuration changes requested as a result of UAT.

4. Launch Services.

Oracle will:

a. Conduct up to one (1) sixty (60) minute remote demonstration of the DSSTC prior to the

launch.

b. Deploy the configured DSSTC application on the production environment ready for go-live.

c. Notify Oracle platform operations team to conduct product launch.

d. Conduct up to one (1) sixty (60) minute remote training session for customer service

representatives on the subject of navigating the DSSTC user interface.

B. Your Obligations and Project Assumptions. In addition to the obligations and assumptions stated in

Your order, You acknowledge that Oracle’s ability to perform the Services depends upon Your

fulfillment of the following obligations and the following project assumptions:

1. Your Obligations.

a. Create and maintain the IPP.

b. Review and respond to critical dependencies, issues, and requests as raised during the regular

status/project management calls and/or progress reports.

c. Schedule facilities and Your participants for the familiarization workshops.

d. Assess and document impacts to Your business processes that result from implementing the

DSSTC.


e. Review and complete the DSST_034_Configuration_Questions to provide product

configuration inputs within four (4) weeks of the ordering document effective date.

f. Review and provide input for the DSST_026_Foundation_Design document created by Oracle

within four (4) weeks of the ordering document effective date.

g. Make Your information technology resources available to assist with the Services as stated

herein and in order to meet the estimated deployment timeline.

h. Configure Your CIS web services as needed for DSSTC integration.

i. Configure Your CIS to deliver DSSTC transactional e-mail notifications, including billing

notifications for bills due, bills past due, payment notifications for payments received, and

payment notifications for payments rejected.

j. Create the project testing strategy.

k. Assist Oracle with the acquisition and preparation of test data required for Oracle to perform

System Testing of DSSTC configurations on the non-production (staging) environment.

l. Except for Oracle’s System Testing activities of DSSTC configurations, undertake all other

testing-related activities, including:

i. System Testing of systems other than DSSTC.

ii. Execution of SIT and UAT.

iii. Procure, install, configure and manage any applicable software or tools to track or

facilitate test cases.

iv. Re-test issue resolutions provided by Oracle related to configurations.

m. Work with Oracle to define a mutually-acceptable change notification process to notify Oracle

of any changes to Your CIS web services that are required for DSSTC to function in production.

n. Notify Oracle of any planned maintenance during which Your CIS web services or identity

management services will be unavailable in production, to the extent that the DSSTC depends

on such services.

o. Participate in program demonstrations.

p. Participate in customer service representative training.

q. Coordinate and execute go-live activities.

2. Project Assumptions.

a. A person day is defined as one (1) resource working for up to eight (8) hours.

b. At Oracle’s discretion, the Services may be performed at Your facility and/or remotely from

an Oracle location.

c. Multi-lingual configuration is not included and language display will be English only.

d. The project is assumed not to occur concurrently with a CIS implementation project.

e. The configuration of DSSTC features is limited to the following:

i. Up to two (2) customer classes.

ii. Up to two (2) service types.

iii. Up to ten (10) start service packages.

iv. Up to seven (7) standard self-service alerts.

v. Up to five (5) contact us forms.

vi. Project duration is estimated to be eight (8) consecutive months.

C. Expenses.


pocket expenses related to providing any on-site Services that exceed eight (8) onsite visits. All

expenses invoiced monthly hereunder are due and payable in accordance with the payment terms

of Your order.


D. Unused Services.

The Services must be used within twelve (12) months, unless otherwise stated in Your order (the

“Professional Services Period”). Any Services not used within the Professional Services Period will

be automatically forfeited by You, with no further action required of either party, and You will not

be entitled to a refund, or any credit toward additional or other services, for any unused portion of

the fees paid for any unused Services. You may not use the fees for any services other than the

Services stated herein.

E. Project Management.




Opower Utilities – Retired Service Descriptions

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Full Setup Fee (North

America Only)

Part # B87459 (Retired)



Oracle will provide You with up to seven hundred twenty-five (725) hours of project initiation,

product setup, and product launch services (“Services”) related to the following Oracle Utilities

Opower product:

Oracle Utilities Opower Energy Management Web Portal (Web Portal)

Such Services include the following:


Oracle will:



c. Deliver to You the Oracle Utilities Opower Portal Single Sign-On Requirements

and Capabilities Technical Brief document in pdf format via email.

d. Deliver to You the Opower Web Portal/NextWeb Technical Brief document in

PDF format via email.

e. Deliver to You the Oracle Utilities Opower NextWeb Platform Technical Brief

document in PDF format via email.


Oracle will:

a. Provide to You an overview of configuration options for the Oracle Utilities

Opower Energy Management Web Portal (the “Web Portal”).

b. Demonstrate to You the embedded or seamless (i.e. tab-integration of Web Portal

features into Your existing Web Portal) integrations options.

c. Implement the single sign-on (“SSO”) feature of the Web Portal as per the

Oracle Utilities Opower Portal Single Sign-On Requirements and Capabilities

Technical Brief document.

d. Implement seamless integration of the Web Portal, subject to the limitations

outlined in the Oracle Utilities Opower Web Portal/NextWeb Technical Brief

document.

e. Configure Web Portal features listed in the Oracle Utilities Opower NextWeb

Platform Technical Brief document as “widgets” in a modular widget-based

application as either embedded widgets or full pages hosted by Oracle,

configured with Your branding elements, and accessible via SSO authentication

upon product launch.

f. Configure the Web Portal based on the inputs mutually agreed by the parties.

g. Participate in the review and finalization of the Web Portal configuration.

h. Troubleshoot Oracle SSO test logs during SSO testing and provide logs output to

Your technical team.


i. Perform final quality assurance checks over content and collateral designed,

created and configured in this section after deploying these elements to a single

test environment.


Oracle will:

a. Conduct up to one (1) sixty (60) minute remote demonstration of the Web Portal


b. Provide to You one (1) test environment during the product launch phase for

Your review of Web Portal prior to launch.

c. Conduct up to one (1) sixty (60) minute remote training session for customer

service representatives on the subject of navigating the Oracle Utilities Opower

user interface.

d. Deploy Web Portal to production.

e. Notify Oracle platform operations team to conduct product launch.




1. Your Obligations

a. Review and provide final inputs on product configurations within the timeline mutually

agreed upon between you and the Oracle project manager.

b. Review and finalize the marketing materials created in the product setup services phase

within the timeline mutually agreed upon between you and the Oracle project manager.

c. Work with Oracle to implement the Web Portal SSO within Your website as per the


Technical Brief.

d. Make Your IT resources available to assist with the Services as stated herein and as

part of the program implementation timeline.

e. Review and finalize Web Portal branding.

f. Participate in program demonstrations.

g. Participate in customer service representative training.





b. You have implemented security assertion markup language (“SAML”) 2.0 (a

requirement for SSO implementation) within eight (8) weeks of project kick-off and

prior to implementation of SSO.

c. Project duration is estimated at twenty-two (22) consecutive weeks.


C. Expenses




D. Unused Services










Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Lite Setup Fee (North

America Only)




Oracle will provide You with up to five hundred fifty (550) hours of project initiation, product

setup, and product launch Services (“Services) related to the following Oracle Utilities Opower

product:

Oracle Utilities Opower Energy Management Web Portal (“Web Portal”)



Oracle will:

a. Conduct a remote project kick-off meeting.


c. Deliver the Oracle Utilities Opower Portal Single Sign-On Requirements and

Capabilities Technical Brief document in PDF format via email.

d. Deliver the Oracle Utilities Opower NextWeb Platform Technical Brief document

in PDF format via email.


Oracle will:

a. Provide an overview of configuration options for the Web Portal.


b. Implement single sign-on (“SSO”) of the Web Portal within Your website in

accordance with the Oracle Utilities Opower Portal Single Sign-On Requirements

and Capabilities Technical Brief.

c. Configure Web Portal features listed in the Oracle Utilities Opower NextWeb

Platform Technical Brief as “widgets”, in a modular widget-based platform as full

pages hosted by Oracle, configured with Your branding elements, and accessible

via SSO authentication upon product launch.

d. Configure the widgets based on the inputs mutually agreed by the parties.

e. Participate in the review and finalization of the widget configuration.

f. Perform final quality assurance checks for content and collateral designed, created

and configured in this section after deploying these elements to a single test

environment.


Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of the Web Portal prior

to the launch.

b. Provide to You one (1) test environment during the product launch phase for Your

review of Web Portal prior to launch.

c. Conduct up to one (1) sixty (60) minute remote training session for Your customer


user interface.


e. Notify Oracle Utilities Opower platform operations team to conduct Product

launch.




1. Your Obligations



b. Work with Oracle to implement the Web Portal SSO within Your website as per the


Technical Brief.

c. Make IT resources available to assist with the Services as stated herein and as part of

the deployment timeline.

d. Participate in product demonstrations.

e. Participate in customer service representative training.





b. Widgets to be configured are limited to bill comparison, bill forecast, data browser,

home energy analysis, neighbor comparison, ways to save, and account center.

c. Configuration of Advanced Metering Infrastructure (AMI) data presentation is not

included in this service.


d. Home energy analysis widget will be configured with standard questions defined by

Oracle, and no additional questions can be defined by You.

e. Ways to save widget will be configured to use only standard tip guide configuration

(default guides and order or appearance) as defined by Oracle, and no non-standard

configuration can be included.

f. Configurations are limited to logo, primary and secondary colors, and up to ten (10)

configurable text changes.

g. Multi-lingual configuration is not included and display will be United States English

only.

h. Review and finalization of configuration is limited to two (2) rounds of Your review

and Oracle changes.

i. Project duration is estimated to be twenty-two (22) consecutive weeks.

C. Expenses




D. Unused Services










Oracle Utilities Opower Points And Rewards Cloud Service Setup Fee

Part #B87467 (Retired)



Oracle will provide You with up to three hundred (300) hours of project initiation, product setup,


Oracle Utilities Opower Points and Rewards Cloud Service (“Points and Rewards”)



Oracle will:




c. Provide a copy of the Oracle Utilities Opower Points and Rewards Product Configuration

Guide via email.

d. Provide a copy of the Oracle Utilities Opower Points and Rewards Frequently Asked

Questions (“FAQs”) in Microsoft Word format via email.

e. Provide a copy of the Oracle Utilities Opower Customer Classification Specification

document via email.


Oracle will:

a. Configure the Points and Rewards product to match the mutually-agreed inputs to the

Product Configuration Guide.

b. Participate in the review and finalization of the Points and Rewards product email

templates.

c. Review the Participation File supplied by You to verify that it may be incorporated into


d. Participate in the review and selection of the FAQs.

e. Load final Participation File supplied by You to the Oracle Utilities Opower platform;

f. Participate in a one (1) hour telephone conference call to assist You in the identification of

Your customer segments to target to receive the Points and Rewards service.

g. Finalize the customer segmentation and select a group of target customers to receive the

Oracle Utilities Opower products.

h. Perform final quality assurance checks for content and collateral designed, created and

configured pursuant to this section after deploying these elements to one (1) test

environment.


Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of Points and Rewards to Your

project team prior to launch.

b. Provide one (1) test environment during the product launch phase for Your review of Points

and Rewards prior to launch.

c. Conduct one (1) sixty (60) minute remote training session for Your customer service

representatives on the subject of the Points and Rewards service.

d. Deploy Points and Rewards to production.

e. Notify Oracle Utilities Opower platform operations team to conduct Points and Rewards

launch.




1. Your Obligations

a. Review and finalize the Points and Rewards marketing materials , including the frequently

asked questions and promotional materials.

b. If You elect to reward points to customers who have participated in one of Your energy

efficiency promotions, You will implement and automate sending to Oracle a

“Participation File”. This will be a flat file sent as described in the Oracle Utilities Opower

Customer Classification Specification.

c. Make information technology resources available to assist with the Services as required

herein in a timely fashion.


d. Review the Oracle Utilities Opower Points and Rewards Product Configuration Guide and

provide final inputs for product configurations within the timeline as mutually agreed upon


e. Participate in demonstrations of product functionality.

f. Participate in Your customer service representatives training.




Services Period defined below.

b. Project duration is estimated to be sixteen (16) consecutive weeks.

c. “Oracle Utilities Opower Customer Classification Specification” is a document that details

the data specifications required for You to send the Participation File to Oracle.

d. “Oracle Utilities Opower Points and Rewards” is a document that describes the

configuration options for the Points and Rewards product and documents Your input on

the configuration options You select to implement.

C. Expenses




D. Unused Services










Oracle Utilities Opower Non-AMI High Bill Alerts Cloud Service Setup Fee




Oracle will provide You with up to two hundred (200) hours of project initiation, product set-up,


Oracle Utilities Opower Non-Advanced Metering Infrastructure High Bill Alerts Cloud

Service (“Non-AMI HBAs”)




Oracle will:



c. Deliver a copy of the Oracle Utilities Opower Configuration Document to You

via e-mail.


Oracle will:

a. Provide the applicable Non-AMI HBAs configuration document to document

Your product configuration inputs.

b. Configure Non-AMI HBAs to match the inputs mutually agreed by the parties in

the configuration document.

c. Participate in the review and finalization of the Non-AMI HBA email template;

d. Assist in the identification of Your customer segments that would be targeted to

receive Non-AMI HBAs.


receive Non-AMI HBAs.


created and configured in this section after deploying these elements to one (1)

test environment. These checks measure data integrity and quality of designed

elements against the configurations specified in the configuration document.

3. Product Launch

Oracle will:

a. Conduct one (1) 60 minute remote demonstration of Non-AMI HBAs prior to

launch.

b. Provide one (1) test environment during the product launch phase for Your

review of Non-AMI HBAs prior to launch.

c. Conduct one (1) 60 minute remote training session for Your customer service

representatives.

d. Deploy Non-AMI HBAs to production.

e. Notify Oracle Utilities Opower platform operations team to conduct Non-AMI

HBAs launch.




1. Your Obligations



b. Review the Non-AMI HBAs configuration document and provide final inputs on

product configurations in the configuration guide document within the timeline as


c. Provide the required elements within the configuration document to Oracle within the

timeline as mutually agreed upon between you and the Oracle project manager.

d. Review and finalize the created marketing materials within the timeline as mutually



e. Set up recurring iterative billing data feed for all of Your customers at a frequency

defined by Your system data capabilities.

f. Provide requested input regarding targeted customer segments.





b. Project duration is estimated to be twelve (12) consecutive weeks.

C. Expenses




D. Unused Services










Oracle Utilities Opower Postcard Setup Fee




Oracle will provide You with up to eighty-five (85) hours of project initiation and product set-up


Oracle Utilities Opower Postcard (“Postcard”)



Oracle will:

a. Provide an estimated deployment timeline in Microsoft format.

b. Provide an electronic copy of the Oracle Utilities Opower Postcard Branding



Oracle will:


a. Provide you a list of standard branding inputs required by Oracle to complete the

Postcard configuration in the Oracle Utilities Opower Postcard Branding


b. Configure the Postcard based on the final inputs mutually-agreed by You and

Oracle.

c. Participate in the review and finalization of the printed Postcard template.

d. Participate in one (1) telephone conference call to assist You in the identification

of Your customer segments to target to receive the Postcard.

e. Finalize the customer segmentation and establish a group of target customers to

receive the Postcard mutually-agreed by You and Oracle.

f. Perform one (1) final quality assurance check after deploying these elements to

one (1) testing environment. The quality assurance checks will consider content

and collateral designed, created and configured in this section using the formats

and configurations found in Your completed copy of the Oracle Utilities Opower

Postcard Branding Configuration Guide.




1. Your Obligations

a. Confirm Your agreement to the deployment timeline and allocate appropriate resources

to provide the assistance described below.

b. Provide access to a content and branding lead to work with Oracle on consumer


c. Provide Your branding inputs in the format specified in the Oracle Utilities Opower

Postcard Branding Configuration Guide.

d. Review and finalize the Postcard template.

e. Provide input on targeted customer segments for the program.





b. Program deployment is assumed to be ten (10) consecutive weeks.

C. Expenses




D. Unused Services











Oracle Utilities Opower Proactive Alerts Setup Fee (AMI HBAs and WAMIs)




Oracle will provide You with up to four hundred (400) hours of project initiation, product set-up

and product launch services (“Services”) related to the following Oracle Utilities Opower Products:

Oracle Utilities Opower Proactive Alerts Cloud Service (“Proactive Alerts”) comprised

of the following products:

a. Advanced Metering Infrastructure (“AMI”) High Bill Alerts (“HBAs”)

b. Weekly AMI Emails (“WAMIs”)


Oracle will:



c. Deliver a copy of the Oracle Utilities Opower Product Configuration and Tip

Library guides to You via e-mail.


Oracle will:

a. Provide configuration documents (one each for WAMIs and AMI HBAs) to

document Your product configuration inputs.

b. Configure Proactive Alerts to match the inputs mutually agreed by the parties

and set forth in the configuration documents.

c. For WAMIs only: Provide access to Oracle Utilities Opower’s standard Tip

Library content via Oracle Utilities Opower’s Tip Manager application.

d. For WAMIs only: Conduct one (1) remote 60-minute training session to provide

instruction for editing the Oracle Utilities Opower standard Tip Library content.

e. Calculate energy efficiency Tip savings based on typical energy use patterns in

Your service territory. (“Tips” are defined in the Oracle Utilities Opower

Product Configuration and Tip Library guides).

f. Participate in the review and finalization of Tip saving calculations.

g. Apply the finalized energy efficiency Tip savings calculations to Your Tip

Library (for WAMIs) or Your AMI HBAs.

h. Deploy the finalized Tip content (as edited by You) to the production

environment for use in Proactive Alerts.

i. Assist in the identification of Your customer segments that would be targeted to

receive Proactive Alerts.

j. Finalize the customer segmentation and select a group of target customers to

receive the Proactive Alerts.


k. Perform final quality assurance checks over content and collateral designed,

created and configured in this section after deploying these elements to one (1)

test environment. These checks measure data integrity and quality of designed

elements against the configurations specified in the Oracle Utilities Opower

Product Configuration and Tip Library guides.

l. Provide access to up to one (1) test environment during the product set-up phase.


Oracle will:

a. Conduct one (1) 60 minute remote demonstration of Proactive Alerts prior to the

launch.


Proactive Alerts prior to launch.

c. Conduct one (1) 60 minute remote training session for Your customer service

representatives.

d. Notify Oracle Utilities Opower platform operations team to conduct Proactive

Alerts product launch.




1. Your Obligations



b. Provide access to Your content and branding lead who will work with Oracle on


c. Provide to Oracle the elements included within the Oracle Utilities Opower Product

Configuration and Tip Library guides.

d. For AMI HBAs only: review and finalize the marketing materials created within the

timeline as mutually agreed upon between you and the Oracle project manager. Review

the configuration documents and provide final inputs on product configurations within

the timeline as mutually agreed upon between you and the Oracle project manager.

e. Set up recurring iterative billing and interval data feeds for all customers;

f. Review the Tip Library content and remove any non-relevant Tips during the

implementation phase.

g. Review and finalize Tip saving calculations.

h. Ensure that Tip and savings estimates comply with applicable consumer protection

laws, including the inclusion of any information that may be required to comply with

such laws.

i. Provide input on targeted customer segments.

j. Participate in Oracle Utilities Opower product demonstrations.

k. Participate in one (1) sixty (60) minute remote customer service training session.





b. Project duration is estimated to be sixteen (16) consecutive weeks.


C. Expenses




D. Unused Services










Oracle Utilities Opower Energy Efficiency Product Setup Fee




Oracle will provide You with up to one hundred eighty-seven (187) hours of project initiation,

product setup services and product launch services (“Services”) related to the following Oracle

Utilities Opower products:

Oracle Utilities Opower Print Home Energy Reports (HER)

Oracle Utilities Opower Email Home Energy Reports (eHER)



Oracle will:



c. Provide a copy of the applicable Product Configuration Guide (as defined

below).


Oracle will:

a. Define the content and approach for each channel, such as the frequency of

communications, content of communications and customer groups to be targeted

with such communications. Oracle will demonstrate the library of modules that

may be displayed on Oracle Utilities Opower products during the Product Setup

Services.


b. Provide You with a list of standard branding inputs required by Oracle to

complete the configurations.

c. Configure the HER product with Your logo image file and Your branding colors

in the product configuration areas.

d. Participate in the review and finalization of the printed HER template.

e. Configure the eHER product with Your logo image file and Your branding colors

in the product configuration areas.

f. Participate in the review and finalization of the eHER template.

g. Create an Oracle standard list of frequently asked questions (FAQs) related to

Your project in Microsoft Word format for your review.

h. Participate in the review and selection of the FAQs.

i. Provide access to Oracle’s standard “Tip Library” content through Oracle’s Tip

Manager application.

j. Conduct one (1) sixty (60)-minute training session to provide instructions for

editing the Oracle standard Tip Library content.

k. Deploy the finalized Tip Library content (as edited by You) for use in Oracle

Utilities Opower products.

l. Provide a Product Configuration Guide to You for purposes of documenting


m. Configure the HER product to match the mutually-agreed inputs in the Product


n. Calculate energy efficiency “Tip” savings based on typical energy use patterns in

Your service territory, as defined by Oracle.

o. Participate in the review and finalization of Tip savings.

p. Apply the finalized energy efficiency Tip savings calculations to Your Tip

Library.

q. Assist You in the identification of Your customer segments to target to receive

Oracle Utilities Opower energy efficiency products.

r. Finalize the customer segmentation and select a group of target customers to

receive the Oracle Utilities Opower products.

s. Perform final quality assurance checks for content and collateral designed,

created and configured in this section after deploying these elements to a testing

environment.

t. Provide access to one (1) test environment for purposes of the activities described

above.

u. Provide access to the Customer Service Interface - Program Management module

within Your Oracle Utilities Opower products to Your users for the purpose of

answering customer inquiries.


a. Conduct up to one (1) sixty (60) minute remote demonstration of the Oracle

Utilities Opower products to Your project team prior to launch.

b. Provide a test environment during the product launch phase for customer review

of products prior to launch.



user interface.

d. Notify Oracle platform operations team to conduct product launch.



In addition to the obligations and assumptions stated in Your order, You acknowledge that



1. Your Obligations



b. Provide updated Product Configuration Guides with Your input to Oracle.

c. Review and finalize the marketing materials created in the project design and

configuration phase within the timeline as mutually agreed upon between you and the

Oracle project manager.

d. Review the Oracle Product Configuration Guides and provide final inputs for product

configurations in the Product Configuration Guides within the timeline as mutually


e. Review and finalize the HER template.

f. Review and finalize the eHER template.

g. Review and finalize the FAQs.

h. Review the Tip Library content and remove any irrelevant Tips during the


i. Verify that tips and savings estimates comply with applicable consumer protection

laws, including inclusion of any information that may be required to comply with such

laws.

j. Define branding requirements.

k. Review and finalize Tip savings.

l. Define targeted customer segments for the project.

m. Participate in demonstrations of product functionality.

n. Participate in customer service representatives training.






c. “Product Configuration Guides” are defined as the documents that Oracle will share

with You during the project initiation phase to describe the configuration options for

the product and document Your input on the configuration options You select to

implement.

C. Expenses




D. Unused Services











Oracle Utilities Opower Energy Efficiency, Web Portal Standalone, Setup Fee



A. Description of Services Oracle will provide You with up to two hundred and twelve (212) hours of project initiation,

product setup, and product launch Services (“Services”) related to the following Oracle Utilities

Opower product:

● Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service (“Web

Portal”)



Oracle will:



c. Deliver to You the Oracle Utilities Opower Digital Self Service Energy

Management Cloud Service Overview document.

d. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy

Management Web Portal Configuration Guide document.


Oracle will:

a. Provide an overview of configuration options for the Web Portal as per the Oracle

Utilities Opower Digital Self Service – Energy Management Web Portal


b. Configure Web Portal features listed in the Oracle Utilities Opower Digital Self

Service Energy Management Cloud Service Overview as “widgets”, in a modular

widget-based platform as full pages hosted by Oracle, configured with Your branding

elements.

c. Configure the Web Portal based on the inputs mutually agreed by the parties.

d. Participate in the review and finalization of the Web Portal configuration.

e. Perform final quality assurance checks for content and collateral designed, created

and configured in this section after deploying these elements to a single test

environment.


Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of the Web Portal prior to

the launch.


b. Provide to You one (1) test environment during the product launch phase for Your

review of Web Portal prior to launch.

c. Conduct up to one (1) sixty (60) minute remote training session for Your customer

service representatives on the subject of navigating the Oracle Utilities Opower user

interface.


e. Notify Oracle Utilities Opower platform operations team to conduct Product launch.




1. Your Obligations

You will:

a. Review and provide final inputs on product configurations within the timeline as

mutually agreed upon between You and the Oracle project manager.

b. Participate in product demonstrations and provide Your agreement for production

launch of Your Web Portal.

c. Participate in customer service representative training.


a. The Services shall be performed remotely. At Your request, Oracle may agree to

conduct onsite visits at Your location during the Professional Services Period defined

below.

b. Web Portal widgets to be configured are limited to bill comparison, bill forecast (for

advanced metering infrastructure (“AMI”) clients), data browser, home energy

analysis, neighbor comparison, ways to save, and account center.

c. Home energy analysis widget will be configured with standard questions defined by

Oracle, and no additional questions can be defined by You.

d. Ways to save widget will be configured to use only standard tip guide configuration

(default guides and order or appearance) as defined by Oracle, and no non-standard

configuration can be included.

e. Configurations are limited to logo, primary and secondary colors, and up to ten (10)

configurable text changes.

f. Multi-lingual configuration is not included and display will be United States English

only.

g. Review and finalization of configuration is limited to one (1) round of Your review

and Oracle changes.

h. Project duration is estimated to be eighteen (18) consecutive weeks.

C. Expenses In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out-of-










E. Project Management You and Oracle further agree to each designate a project manager who shall work together with the


Oracle Utilities Opower Basic Service Bundle Fee




Oracle will provide You with up to twenty-four hours (24) hours of managed services (“Services”)

per month related to Your Oracle Utilities Opower products. Such Services include the following:

1. Up to once per each consecutive three (3) month period of service, deliver an update

presentation on Your Oracle Utilities Opower product(s) with the following information:

website usage statistics, subscription metrics, email metrics, and energy savings.

2. Assign a Client Success Manager to respond to program management questions via phone

and / or email.

3. Assign a Client Success Manager to conduct up to one (1) onsite visit per each consecutive

six (6) month period of service.

4. Provide a one-time virtual Customer Service Representative (CSR) training prior to the use of

the products in the production environment for call center representatives on the topic of

customer assistance pertaining to the Oracle Utilities Opower products and services.

5. Provide up to one standard promotional module during each consecutive four (4) month

period of service. A single standard promotional module is one module selected from the

Oracle Utilities Opower standard module library targeted to one set of customers via a single

Oracle Utilities Opower communication sent through a single channel.

6. Provide up to one (1) report during each consecutive three (3) month period of service, for the

purpose of measuring and verifying Your savings in Oracle’s standard format for

measurement and verification extracts.

7. Provide up to one (1) standard report, as requested by You, each consecutive three (3) month

period of service and as defined in the Standard Data Extracts document.

8. Provide up to two (2) hours of custom reporting work during each consecutive three (3)

month period of service.

9. Maintain your home energy report population on a schedule mutually agreed to by You and

the Client Success Manager which will be provided up to once per 12 month period of

service.

10. Delete Your data from the Oracle Utilities Opower platform upon completion of Professional

Services Period, defined in Section D below, and provide You the standard data deletion and

sanitization verification log.





1. Your Obligations

a. If while performing Services Oracle requires access to other vendor’s products that are part

of Your system, You will be responsible for acquiring all such products and the appropriate

license rights necessary for Oracle to access such products on Your behalf.

b. Provide, in a timely manner, complete and accurate information reasonably required by

Oracle to perform the Services.

c. Perform, in a timely manner, tasks identified by the Client Success Manager as reasonably

required for performance of the Services.




Services Term defined below.

b. You will finalize the marketing module within two rounds of review/feedback. If You


C. Expenses




D. Unused Services

The Services must be used during a Services Period for Oracle Utilities Opower cloud service(s),

unless otherwise stated in Your order (the “Professional Services Period”). Any Services not used








Oracle Utilities Opower Peak Management Cloud Service Setup Fee




Oracle will provide You with up to five hundred ten (510) hours of project initiation, product set-

up, product launch services, and in-season ancillary (“Services”) related to the following Oracle

Utilities Opower Product:

Oracle Utilities Opower Peak Management: Behavioral Demand Response Cloud Service

(“BDR”)




Oracle will:



c. Provide a copy of the Oracle Utilities Opower Peak Management: Behavioral

Demand Response Cloud Service Overview.

d. Provide copies of the Oracle Utilities Opower Peak Management: Behavioral

Demand Response Configuration Guide and Oracle Utilities Opower Platform



Oracle will:

a. Demonstrate the library of modules that can be displayed on BDR communications

(these include pre-season education letter, pre-event BDR communication, and

post-event BDR communication).

b. Provide the Product Configuration Guide to You for purposes of documenting


c. Configure the BDR communications to match the Product Configuration Guide

inputs mutually agreed by the parties.

d. Participate in the review and finalization of Tip Savings calculations.

e. Apply the finalized Peak Savings Tips to Your BDR communications with the

option to display Peak Savings Tips on the web within Oracle Utilities Digital Self

Service Energy Management Cloud Service.

f. Assist in the identification of Your customer segments that would be targeted to

receive Oracle Utilities Opower energy efficiency products.

g. Finalize customer segmentation and select a group of target customers to receive

the BDR communications (“BDR Recipients”).

h. Select customers who will not receive communications, but will be monitored for

evaluation and measurement purposes (“BDR Control Group Customers”).

i. Perform final quality assurance checks over content and collateral designed,

created and configured pursuant to this section after deploying these elements to a

test environment.

j. Provide access to the Customer Service Interface - Program Management module




Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of the BDR product

prior to launch.


the BDR product prior to launch.

c. Conduct one (1) sixty (60) minute remote training session for Your customer

service representatives.

d. Notify Oracle platform operations team to conduct the BDR product launch.

4. In-season Ancillary Services

a. Assign an Oracle Service Delivery Manager to respond to BDR product

questions via phone and/or email.


b. After BDR product launch, the Oracle Service Delivery Manager will manage for

one (1), four (4) month season, to deliver program results reports, drive ongoing

optimization efforts, and closely monitor peak event performance.

c. After all peak event communications are dispatched, Oracle will have available

estimated savings, communication delivery, engagement, and opt-out metrics as

indicators of BDR product effectiveness. Estimated savings will be based on the

Oracle Utilities Opower Evaluation, Measurement, and Verification (EM&V)

Data Extract for Randomized Controlled Trials specification.




1. Your Obligations





c. Provide to Oracle the required elements described in the Product Configuration Guides.

d. Review and finalize the marketing materials created in the product setup phase within

the timeline as mutually agreed upon between you and the Oracle project manager;

Review the Product Configuration Guides and provide final inputs on BDR

configurations in the Product Configuration Guides within the timeline as mutually


e. Ensure that Peak Savings Tips comply with applicable consumer protection law,

including inclusion of any information that may be required to comply with such laws.

f. Review and finalize Peak Savings Tips and content.

g. Provide feedback for targeted customer segments.

h. Participate in product demonstrations.

i. Participate in Your customer service training.

j. Participate in testing, and finalizing content and collateral designed for communication

prior to product launch.





b. “Product Configuration Guides” are documents that Oracle will share with You during

the product setup phase to describe the product configuration options and document

Your configuration input.

c. Project duration is estimated to be fourteen (14) consecutive weeks. It is anticipated

that design would commence in the timeline as mutually agreed upon between you

and the Oracle project manager.

d. No new data acquisition is included in the project scope.


C. Expenses




D. Unused Services










Oracle Utilities Opower Peak Management Cloud Service, Single Season Setup Fee



A. Description of Services Oracle will provide You with up to four hundred seventy-eight (478) hours of project initiation, product

set-up, product launch, and in season ancillary services (“Services”) annually related to the following

Oracle Utilities Opower Product:

Oracle Utilities Opower Peak Management: Behavioral Demand Response Cloud Service

(“BDR”)



Oracle will:



c. Provide a copy of the Oracle Utilities Opower Peak Management: Behavioral Demand

Response Cloud Service Overview document.

d. Provide copies of the Oracle Utilities Opower Peak Management: Behavioral Demand

Response Configuration Guide and Oracle Utilities Opower Platform Configuration

Guide document.



Oracle will:

a. Demonstrate the library of modules that can be displayed on BDR communications (these include

pre-season education letter, pre-event BDR communication, and post-event BDR

communication).

b. Provide the Product Configuration Guides to You for purposes of documenting Your product

configuration inputs.

c. Refresh configuration for BDR communications to match the Product Configuration Guide inputs

mutually agreed by the parties.

d. Participate in the review of savings tips related to the peak event (“Peak Savings Tips”) and

update as needed.

e. Apply the finalized Peak Savings Tips to Your BDR communications with the option to display

Peak Savings Tips on web within Oracle Utilities Opower Digital Self Service, Energy

Management Cloud Service.

f. Review Your customer segments that are targeted to receive Oracle Utilities Opower energy

efficiency products.

g. Review customer segmentation and target customers to receive the BDR communications (“BDR

Recipients”).

h. Review customers who will not receive communications, but will be monitored for evaluation

and measurement purposes (“BDR Control Group Customers”).

i. Perform final quality assurance checks over content and collateral designed, created and

configured pursuant to this section after deploying these elements to a test environment.

j. Provide access to the Customer Service Interface - Program Management module within Your

Oracle Utilities Opower products to Your users for the purpose of answering customer inquiries.


Oracle will:

a. Conduct one (1) sixty (60) minute remote demonstration of the BDR product

prior to launch.


the BDR product prior to launch.

c. Conduct one (1) sixty (60) minute remote training session for Your customer


d. Notify Oracle platform operations team to conduct the BDR product launch.

4. In Season Ancillary Services

Oracle will:

a. Assign an Oracle Service Delivery Manager to respond to BDR product questions via phone

and/or email.

b. For the four (4) months after the BDR product launch, the Oracle Service Delivery Manager will

deliver program results reports, drive ongoing optimization efforts, and monitor peak event

performance.

c. After all peak event communications are dispatched, Oracle will provide estimated savings,

communication delivery, engagement, and opt-out metrics as indicators of BDR product

effectiveness. Estimated savings will be based on the Oracle Utilities Opower Evaluation,

Measurement, and Verification (EM&V) Data Extract for Randomized Controlled Trials

specification.






1. Your Obligations

You will:

a. Confirm Your agreement with the deployment and in season ancillary services timeline (which

shall commence no later than four (4) months prior to expiration of the Professional Services

Period) and allocate appropriate resources to provide the assistance described below.



c. Provide to Oracle the required elements described in the Product Configuration Guides.

d. Review and finalize the marketing materials created in the product setup phase within

six (6) weeks following the start of the initiation phase; Review the Product

Configuration Guides and provide final inputs on BDR configurations in the Product

Configuration Guides within two (2) weeks following Your order’s signature date.

e. Ensure that Peak Savings Tips comply with applicable consumer protection law, including

inclusion of any information that may be required to comply with such laws.

f. Review and finalize Peak Savings Tips and content.

g. Provide feedback for targeted customer segments.

h. Participate in product demonstrations.

i. Participate in Your customer service training.

j. Participate in testing and finalizing content and collateral designed for communications prior to

BDR product launch.





b. “Product Configuration Guides” are documents that Oracle will share with You during

the product setup phase to describe the product configuration options and document

Your configuration input.

c. Each annual setup duration is estimated to be fourteen (14) consecutive weeks. It is anticipated

that design would commence in the third week following project initiation.

d. No new data acquisition is included in the project scope.

e. The total fee associated with this service description will be invoiced upon the start of the

Services for this service description. The start of Services is the date in which the project kick-off

meeting in Section A1.a is conducted.

C. Expenses In addition to the fees set forth in Your order, You agree to reimburse Oracle for travel and out of





otherwise stated in Your order (the “Professional Services Period”). Any Services not used within the

Professional Services Period will be automatically forfeited by You, with no further action required of

either party, and You will not be entitled to a refund, or any credit toward additional or other services, for

any unused portion of the fees paid for any unused Services. You may not use the fees for any services

other than the Services stated herein.

E. Project Management You and Oracle further agree to each designate a project manager who shall work together with the other

party’s project manager to facilitate an efficient delivery of the Services.

Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service, Setup Fee



A. Description of Services Oracle will provide You with up to five hundred forty (540) hours of project initiation, product

setup, and product launch services (“Services”) related to the following Oracle Utilities Opower

product:


Portal”)



Oracle will:



c. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy



Management Embeddable Widgets Client Integration Guide document.

e. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy



Oracle will:

a. Provide to You an overview of configuration options for the embedded widgets

or the stand-alone Web Portal based on the approach You selected at the time of

the project kick-off meeting.

b. Demonstrate to You the embedded widget technical integration approach, if You

selected this approach.


c. Configure Web Portal features listed in the Oracle Utilities Opower Digital Self

Service - Energy Management Cloud Service Overview document as “widgets” in

a modular widget-based application as either embedded widgets or full pages

hosted by Oracle, and configured with Your branding elements.

d. Configure the Web Portal based on the inputs provided in the Oracle Utilities

Opower Digitial Self Service – Energy Management Web Portal Configuration

Guide and mutually agreed by the parties.

e. Participate in the review and finalization of the Web Portal configuration.



test environment.


Oracle will:







user interface.






1. Your Obligations

a. Review and provide final inputs on product configurations within two (2) weeks of

Your order’s signature date.

b. Review and finalize the Web Portal brandings within the timeline as mutually agreed

upon between you and the Oracle project manager.

c. Review and finalize the placement of embedded widgets within Your Web Portal per

the Oracle Utilities Opower Digitial Self Service – Engagement Management

Embeddable Widgets Client Integration Guide within the timeline as mutually agreed

upon between you and the Oracle project manager.



e. Participate in program demonstrations and provide Your agreement for production


f. Participate in customer service representative training.

g. For embeddable Web Portal, implement security assertion markup language

(“SAML”) 2.0 (a requirement for Single Sign-On (“SSO”) implementation) and

complete the SSO integration with Oracle within the timeline as mutually agreed upon







b. SSO integration is optional for the stand-alone Web Portal.

c. Project duration is estimated at twenty-two (22) consecutive weeks.












Oracle Utilities Opower Customer Service Interface Cloud Service Setup Fee




Oracle will provide You with up to two hundred (200) hours of project initiation, product setup,


Oracle Utilities Opower Customer Service Interface Cloud Service (“CSI”)



Oracle will:



c. Provide the Oracle Utilities Opower Call Center Data Transfer Standard

document.


Oracle will:

a. Review CSI configuration options with You.

b. Configure the CSI product to match the inputs as mutually agreed by the parties.


c. Perform final quality assurance checks for such configured CSI product after

deploying these elements to one (1) test environment.


Oracle will:

a. Provide Oracle’s standard call center training materials for Your use in training

Your customer service representatives.

b. Conduct one (1) sixty (60) minute remote demonstration of the CSI product prior

to launch.

c. Provide a test environment during the product launch phase for Your review of

the CSI product prior to launch.

d. Conduct one (1) sixty (60) minute remote training session for Your customer


e. Notify Oracle Utilities Opower platform operations team to conduct the CSI

launch.




1. Your Obligations



b. Provide inbound call data to Oracle, as refreshed on a quarterly basis and in accordance

with the Oracle Utilities Opower Call Center Data Transfer Standard.

c. Make Your information technology (“IT”) resources available to assist with the

Services as described herein and as part of the project implementation timeline.

d. Participate in product demonstrations.

e. Participate in customer service training.





b. Project duration is estimated to be twelve (12) consecutive weeks.

C. Expenses




D. Unused Services











Oracle Utilities Opower AMI HBAs Proactive Alerts Setup Fee




Oracle will provide You with up to one hundred twenty-eight (128) hours of project initiation,

product set-up and product launch services (“Services”) related to the following Oracle Utilities

Opower products:

Oracle Utilities Opower Proactive Alerts Cloud Service (“Proactive Alerts”) with Advanced

Metering Infrastructure (“AMI”) High Bill Alerts (“HBAs”)


Oracle will:



c. Deliver a copy of the Oracle Utilities Opower Proactive Alerts Cloud Service

Overview guide to You.


Oracle will:

a. Provide AMI HBAs configuration document in order to document Your product


b. Configure AMI HBAs Proactive Alerts to match the inputs mutually agreed by the

parties and set forth in the configuration documents.

c. Assist in the identification of Your customer segments that would be targeted to

receive AMI HBAs Proactive Alerts.

d. Finalize the customer segmentation and select a group of target customers to receive

the AMI HBAs Proactive Alerts.

e. Perform final quality assurance checks over content and collateral designed, created

and configured in this section after deploying these elements to one (1) test

environment. These checks measure data integrity and quality of designed elements

against the configurations specified in the configuration document.

f. Provide access to up to one (1) test environment during the product set-up phase.

g. Provide access to the Customer Service Interface - Program Management module


answering customer inquiries



Oracle will:

a. Conduct one (1) thirty (30) minute remote demonstration of AMI HBAs Proactive

Alerts prior to the launch.

b. Provide a test environment during the product launch phase for Your review of AMI

HBAs Proactive Alerts prior to launch.

c. Conduct one (1) thirty (30) minute remote training session for Your customer service

representatives.

d. Notify Oracle Utilities Opower platform operations team to conduct AMI HBAs

Proactive Alerts product launch.




1. Your Obligations





c. Provide to Oracle the elements included within the configuration document.

d. Review and finalize the marketing materials created within the timeline as mutually

agreed upon between you and the Oracle project manager. Review the configuration

documents and provide final inputs on product configurations within the timeline as


e. Set up recurring iterative billing and interval data feeds for all customers.

f. Provide input on targeted customer segments.

g. Participate in Oracle Utilities Opower product demonstrations.

h. Participate in one (1) thirty (30) minute remote customer service representative training

session.





b. Project duration is estimated to be eight (8) consecutive weeks.

C. Expenses




D. Unused Services











Oracle Utilities Opower WAMIs Proactive Alerts Setup Fee




Oracle will provide You with up to one hundred twenty-eight (128) hours of project initiation,

product set-up and product launch services (“Services”) related to the following Oracle Utilities

Opower products:

Oracle Utilities Opower Proactive Alerts Cloud Service (“Proactive Alerts”) with weekly

advanced metering infrastructure emails (“WAMIs”)


Oracle will:



c. Deliver a copy of the configuration document to You.


Oracle will:

a. Provide WAMIs configuration document in order to document Your product


b. Configure WAMIs Proactive Alerts to match the inputs mutually agreed by the

parties and set forth in the configuration documents.

c. Provide access to Oracle Utilities Opower’s standard Tip Library content via Oracle

Utilities Opower’s Tip Manager application.

d. Conduct one (1) remote 60-minute training session to provide instruction for editing

the Oracle Utilities Opower standard Tip Library content.

e. Calculate energy efficiency Tip savings based on typical energy use patterns in Your

service territory. (“Tips” are defined in the Oracle Utilities Opower Product

Configuration and Tip Library guides).

f. Participate in the review and finalization of Tip saving calculations.

g. Apply the finalized energy efficiency Tip savings calculations to Your Tip Library.

h. Deploy the finalized Tip content (as edited by You) to the production environment

for use in WAMIs Proactive Alerts.

i. Assist in the identification of Your customer segments that would be targeted to

receive WAMIs Proactive Alerts.

j. Finalize the customer segmentation and select a group of target customers to receive

the WAMIs Proactive Alerts.

k. Perform final quality assurance checks over content and collateral designed, created

and configured in this section after deploying these elements to one (1) test

environment. These checks measure data integrity and quality of designed elements


against the configurations specified in the Oracle Utilities Opower Product


l. Provide access to up to one (1) test environment during the product set-up phase.

m. Provide access to the Customer Service Interface - Program Management module




Oracle will:

a. Conduct one (1) thirty (30) minute remote demonstration of WAMIs Proactive

Alerts prior to the launch.


WAMIs Proactive Alerts prior to launch.

c. Conduct one (1) thirty (30) minute remote training session for Your customer


d. Notify Oracle Utilities Opower platform operations team to conduct WAMIs

Proactive Alerts product launch.




1. Your Obligations





c. Provide to Oracle the elements included within the Oracle Utilities Opower Product


d. Set up recurring iterative billing and interval data feeds for all customers;

e. Review the Tip Library content and remove any non-relevant Tips during the


f. Review and finalize Tip saving calculations.

g. Ensure that Tip and savings estimates comply with applicable consumer protection

laws, including the inclusion of any information that may be required to comply with

such laws.

h. Provide input on targeted customer segments.

i. Participate in Oracle Utilities Opower product demonstrations.

j. Participate in one (1) thirty (30) minute remote customer service representative training

session.





b. Project duration is estimated to be eight (8) consecutive weeks.


C. Expenses




D. Unused Services










Oracle Utilities Opower Standard Service Bundle Fee




Oracle will provide You with up to thirty-two hours (32) hours of managed services (“Services”)



presentation on Your Oracle Utilities Opower product(s) with the following information -


2. Assign a Client Success Manager to respond to program management questions via phone

and/or email.

3. Assign a Client Success Manager to conduct up to one (1) onsite visit per consecutive three (3)

month period of service



customer assistance pertaining to questions regarding the Oracle Utilities Opower products and

services.

5. Provide up to one standard promotional module for each consecutive three (3) month period of

service. A single standard promotional module is one module selected from the Oracle Utilities

Opower standard module library targeted to one set of customers via a single Oracle Utilities

Opower communication sent through a single channel.

6. Provide up to one (1) report per month of service for the purpose of measuring and verifying

Your savings in Oracle’s standard format for measurement and verification extracts.

7. Provide up to one (1) standard report, as requested by You, each consecutive two (2) month

period of service and as defined in the Standard Data Extracts document.

8. Provide up to four (4) hours of custom reporting work during each consecutive three (3) month

period of service.



service.








1. Your Obligations









a. Oracle’s Services shall be performed remotely unless noted otherwise in Section A. At





C. Expenses




D. Unused Services











Oracle Utilities Opower Premium Service Bundle Fee




Oracle will provide You with up to sixty-four hours (64) hours of managed services (“Services”)



presentation on Your Oracle Utilities Opower product(s) with the following information -


2. Assign a Client Success Manager to respond to program management questions via phone and

/ or email.

3. Assign a Client Success Manager to conduct up to one (1) onsite visit per each consecutive two

(2) month period of service.



customer assistance pertaining to the Oracle Utilities Opower products and services.

5. Provide up to five (5) standard promotional modules for each consecutive six (6) month period

of service. A single standard promotional module is one module selected from the Oracle

Utilities Opower standard module library targeted to one set of customers via a single Oracle

Utilities Opower communication sent through a single channel.

6. Provide up to four (4) reports during each consecutive three (3) month period of service, for

the purpose of measuring and verifying Your savings in Oracle’s standard format for

measurement and verification extracts.

7. Provide up to five (5) standard reports, as requested by You, each consecutive six (6) month

period of service, as defined in the Oracle Utilities Opower Standard Data Extract document.

8. Provide up to eight (8) hours of custom reporting work during each consecutive four (4) month

period of service.



service.







1. Your Obligations










a. Oracle’s Services shall be performed remotely unless noted otherwise in Section A. At





C. Expenses




D. Unused Services










Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Upgrade Setup Fee




Oracle will provide You with up to four hundred twenty (420) hours of project initiation, product

setup, and product launch services (“Services”) related to the following Oracle Utilities Opower

product:


Portal”)



Oracle will:



c. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy




Management Embeddable Widgets Client Integration Guide document.

e. Deliver to You the Oracle Utilities Opower Digitial Self Service – Energy



Oracle will:

a. Provide to You an overview of configuration options for the embedded widget

Web Portal or the stand-alone Web Portal based on the approach You selected at

the time of the project kick-off meeting.

b. Demonstrate to You the embedded widget technical integration approach, if You

selected this approach.

c. Configure Web Portal features listed in the Oracle Utilities Opower Digital Self

Service – Energy Management Cloud Service Overview document as “widgets”

in a modular widget-based application as either embedded widgets or full pages

hosted by Oracle, and configured with Your branding elements.

d. Configure the Web Portal based on the inputs provided in the Oracle Utilities

Opower Digitial Self Service – Energy Management Web Portal Configuration

Guide and mutually agreed by the parties.

e. Participate in the review and finalization of the Web Portal configuration.



test environment.


Oracle will:







user interface.






1. Your Obligations

a. Review and provide final inputs on product configurations within two (2) weeks of

Your order’s signature date.

b. Review and finalize the Web Portal branding within the timeline as mutually agreed

upon between You and the Oracle project manager.

c. Review and finalize the placement of embedded widgets within Your Web Portal per

the Oracle Utilities Opower Digital Self Service – Energy Management Embeddable

Widgets Client Integration Guide within the timeline as mutually agreed upon between

You and the Oracle project manager.




e. Participate in program demonstrations and provide Your agreement for production


f. Participate in customer service representative training.

g. For embeddable Web Portal, implement security assertion markup language

(“SAML”) 2.0 (a requirement for Single Sign-On (“SSO”) implementation) and

completed the SSO integration with Oracle within the timeline as mutually agreed upon

between You and the Oracle project manager.





b. Upgrade is from the Oracle Utilities Opower Energy Efficiency, Web Portal

Standalone to the Oracle Utilities Opower Digital Self Service, Energy Management

Cloud Service.

c. No new “widgets” included in scope.

d. No changes to logo and colors.

e. Home energy analysis, tips and data browser services are already configured.

f. SSO integration is optional for the standalone Web Portal.

g. Project duration is estimated at twenty-two (22) consecutive weeks.












Oracle Utilities Opower Energy Efficiency Product Expansion Setup Fee




Oracle will provide You with up to eighty-nine (89) hours of project initiation, product setup

services and product launch services (“Services”) related to the following Oracle Utilities Opower

products:


Oracle Utilities Opower Print Home Energy Reports (HER)

Oracle Utilities Opower Email Home Energy Reports (eHER)



Oracle will:



c. Provide a copy of the Product Configuration Guide (as defined below).


Oracle will:

e. Define the content and approach for each channel, such as the frequency of communications,

content of communications and customer groups to be targeted with such communications.

Oracle will demonstrate the library of modules that may be displayed on Oracle Utilities

Opower products during the Product Setup Services.

f. Provide You with a list of standard branding inputs required by Oracle to complete the

configurations.

g. Participate in the review and finalization of the printed HER template.

h. Participate in the review and finalization of the eHER template.

i. Provide access to Oracle’s standard “Tip Library” content through Oracle’s Tip Manager

application.

j. Conduct one (1) sixty (60)-minute training session to provide instructions for editing the

Oracle standard Tip Library content.

k. Deploy the finalized Tip Library content (as edited by You) for use in Oracle Utilities

Opower products.

l. Provide a Product Configuration Guide to You for purposes of documenting Your product


m. Configure the HER product to match the mutually-agreed inputs in the Product Configuration

Guide.

n. Assist You in the identification of Your customer segments to target to receive Oracle

Utilities Opower energy efficiency products.

o. Finalize the customer segmentation and select a group of target customers to receive the

Oracle Utilities Opower products.

p. Perform final quality assurance checks for content and collateral designed, created and

configured in this section after deploying these elements to a testing environment.

q. Provide access to one (1) test environment for purposes of the activities described above.

r. Provide access to the Customer Service Interface - Program Management module within

Your Oracle Utilities Opower products to Your users for the purpose of answering customer

inquiries.


s. Conduct up to one (1) sixty (60) minute remote demonstration of the Oracle Utilities Opower

products to Your project team prior to launch.

t. Provide a test environment during the product launch phase for customer review of products

prior to launch.

u. Conduct up to one (1) sixty (60) minute remote training session for customer service

representatives on the subject of navigating the Oracle Utilities Opower user interface.

v. Notify Oracle platform operations team to conduct product launch.



In addition to the obligations and assumptions stated in Your order, You acknowledge that



1. Your Obligations



b. Provide an updated Product Configuration Guide with Your input to Oracle.

c. Review and finalize the marketing materials created in the project design and


Oracle Project Manager.

d. Review the Oracle Product Configuration Guide and provide final inputs for product

configurations in the Product Configuration Guide within the timeline as mutually

agreed upon between you and the Oracle Project Manager.

e. Review and finalize the HER template.

f. Review and finalize the eHER template.

g. Review the Tip Library content and remove any irrelevant tips during the


h. Verify that tips and savings estimates comply with applicable consumer protection

laws, including inclusion of any information that may be required to comply with such

laws.

i. Define branding requirements.

j. Define targeted customer segments for the project.

k. Participate in demonstrations of product functionality.

l. Participate in customer service representatives training.






c. “Product Configuration Guide” is defined as a document that Oracle will share with

You during the project initiation phase to describe the configuration options for the

product and document Your input on the configuration options You select to

implement.

d. No changes to existing HER or eHER configuration for logo, branding colors, and

FAQs are included in this scope of service. The configurations from your previous

Energy Efficiency Product setup will be re-used for this Expansion setup.

C. Expenses




D. Unused Services











Oracle Utilities Opower Targeted Web Marketing Setup Fee




Oracle will provide You with up to eighty-four (84) hours of project initiation, product set-up, and

product launch services (“Services”) related to Your Oracle Utilities Opower products. Such

Services include the following:


Oracle will:




Oracle will:

a. Configure up to three (3) different marketing experiments on the Oracle Utilities

Opower Energy Management Web Portal (the “Web Portal”).

b. Configure dynamic web banners that include short marketing messages

appearing on one or multiple Web Portal pages (“Targeted Web Marketing”).

c. Enable targeting of the web banners to various customer segments to encourage

Your customers to take an action.

d. Configure the web banners with colors and branding based on Your


e. Perform final quality assurance checks for content designed, created and

configured in this section after deploying these elements to a test environment.


Oracle will:

a. Conduct one (1) sixty (60) minute remote demo of Web Portal prior to the

launch.

b. Provide a test environment for Your review of Web Portal prior to launch.

c. Deploy Targeted Web Marketing to production.




1. Your Obligations




b. Provide access to a content and branding lead who will work with Oracle on consumer


c. Review and provide final inputs on product configurations within the timeline mutually


d. Review and finalize the marketing materials created in the product design and


Oracle project manager. Product design is estimated to start in the timeline as mutually


e. Choose up to two (2) different web banner design variations for each marketing

experiment on the Web Portal.

f. Make information technology resources available to assist with the Services as part of

the timeline.

g. Review and finalize the Targeted Web Marketing branding.

h. Provide input on targeted customer segments for the project.

i. Participate in demos and communicate feedback during testing.





b. Project duration is estimated at twelve (12) consecutive weeks.

c. Seamless single sign-on (“SSO”) integration of the Web Portal is required.

C. Expenses




D. Unused Services










Oracle Utilities Opower API Cloud Service Setup Fee





Oracle will provide You with up to sixty-eight (68) hours of project initiation and product setup


Oracle Utilities Opower Application Programming Interfaces (“APIs”)



Oracle will:


b. Provide You with an estimated deployment timeline in a Microsoft format.

c. Provide You with access to the Oracle Utilities Opower REST API for Digital Self

Service document.


Oracle will:

a. Provide You with access to the API end-points in the standard API library

described in the Oracle Utilities Opower REST API for Digital Self Service

document.

b. Review and discuss the Oracle Utilities Opower REST API for Digital Self Service

document with You.

c. Facilitate the ability to make a API request and the associated response from the

API suite.

d. Provide up to twenty (20) hours of assistance during the implementation phase

(typically provided in the form of Oracle-hosted assistance meetings with Your

technical team so that Oracle can answer questions and assist with testing API

integration).

e. Provide You with an illustrative API implementation timeline, contingent upon

Your resource availability and Your implementation goals.




1. Your Obligations



b. Implement APIs as set forth in the Oracle Utilities Opower REST API for Digital Self

Service document.

c. Design and develop user interface and functions using APIs.

d. Develop or otherwise have in place code for the following purposes:

To authenticate with APIs using Oracle-provided keys.

To receive the desired API data via the API.

To display the retrieved data in a customer-friendly format.

To build customer-friendly messaging for cases in which the API calls fail.






b. Each API has its own data requirements and is subject to limitations as outlined in the

Oracle Utilities Opower REST API for Digitial Self Service document.

c. Project duration is estimated to be four (4) consecutive weeks.

C. Expenses




D. Unused Services










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