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Oracle Utilities Opower Professional Services Descriptions_v031220 Page 1 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
Oracle Utilities Opower Digital Self Service, Transactions Cloud Service, Advanced Configuration –
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 Professional Services Descriptions_v031220 Page 2 of 81
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 Professional Services Descriptions_v031220 Page 3 of 81
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;
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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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 5 of 81
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
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct an on-site project kick-off meeting.
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.
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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
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 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
mutually agreed upon between you and the Oracle project manager.
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.
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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.
b. Project duration is estimated at nine (9) 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 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 Professional Services Descriptions_v031220 Page 8 of 81
Oracle Utilities Opower Additional Data Feed Setup Fee
Part #B87466
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
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.
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 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.
2. Project Assumptions
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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.
b. Project duration is estimated to be four (4) 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 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 Bill Ready Notification Setup Fee
Part #B87468
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide You with an estimated deployment timeline in Microsoft format.
2. Product Setup Services
Oracle will:
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 10 of 81
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.
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. 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.
2. Project Assumptions
a. The Services shall be performed remotely 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.
b. Project duration is estimated to be twenty-four (24) consecutive weeks.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 11 of 81
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 Standard Welcome Letter Setup Fee
Part #B87473
[United States and Canada]
A. Description of Services
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”)
Such Services will include the following:
1. Project Initiation Services
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.
2. Product Setup Services
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 12 of 81
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.
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 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.
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.
b. 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 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 Professional Services Descriptions_v031220 Page 13 of 81
Oracle Utilities Opower Door Hanger Setup Fee
Part #B87474
[United States and Canada]
A. Description of Services
Oracle will provide You with up to thirty-two (32) hours of project initiation and product set-up
services (“Services”) related to the following Oracle Utilities Opower product:
Oracle Utilities Opower Door Hanger (“Door Hanger”)
Such Services will include the following:
1. Project Initiation Services
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.
e. Finalize the customer segmentation and select a group of target customers to
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
Configuration Guide.
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. Provide access to Your content and branding lead to work with Oracle regarding
consumer content, presentation, branding, segmentation, and collateral approvals.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 14 of 81
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.
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.
b. Program deployment is estimated to be five (5) 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 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 Single Sign-On Setup Fee
Part #B89686
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in a Microsoft format.
c. Provide a copy of the Oracle Utilities Opower Single Sign-On (SSO)
Configuration Guide .
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2. Product Setup Services
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.
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. 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.
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.
b. Project duration is estimated at sixteen (16) 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 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 16 of 81
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 Professional Services Descriptions_v031220 Page 17 of 81
Oracle Utilities Opower Professional Services Other Fees
Oracle Utilities Opower CIS Upgrade Fee
Part #B87476
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 18 of 81
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. 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.
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.
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
The Services must be used within the Services Period for the underlying cloud service, unless
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 Professional Services Descriptions_v031220 Page 19 of 81
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 Customer Classification File Data Integration Fee
Part #B87477
[United States and Canada]
A. Description of Services
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.
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide You with an estimated deployment timeline in Microsoft format.
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.
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. 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 20 of 81
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.
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.
b. Project duration is estimated to be four (4) 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
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 Third-Party Randomization Fee
Part #B87479
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide You with an estimated deployment timeline in Microsoft format.
2. Data Integration and Platform Setup Services
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 21 of 81
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.
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 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.
2. Project Assumptions
a. The Services shall be performed remotely unless noted otherwise in Section A. At
Your request, Oracle may agree to conduct onsite visits at Your location during the
Professional Services Period defined below.
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
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 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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 22 of 81
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 Custom Promotional Module Fee
Part # B87480
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in Microsoft format.
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.
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. 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.
2. Project Assumptions
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 23 of 81
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.
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
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 Standard Promotional Module Fee (Home Energy Reports, Email Home Energy
Reports, Web)
Part #B87481
[United States and Canada]
A. Description of Services
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 Utilities Opower Professional Services Descriptions_v031220 Page 24 of 81
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in Microsoft format.
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
the Oracle Utilities Opower platform.
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.
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. 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.
2. Project Assumptions
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
Professional Services Period defined below.
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 25 of 81
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
require additional rounds of review this may be subject to additional fees.
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 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 Customer Segmentation Extract Fee
Part #B87482
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide an estimated deployment timeline in Microsoft format.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 26 of 81
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 to deployment timeline and assign appropriate resources to
provide assistance and information as reasonably requested by Oracle.
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 Customer Load Profile Archetype Extract
Part #B87483
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide You with an estimated deployment timeline in Microsoft format.
2. Data Extract Services
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 27 of 81
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.
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. Notify Oracle at least four (4) weeks in advance of Your desired delivery date for a
load archetype extract.
2. Project Assumptions
a. The Services shall be performed remotely 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.
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
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 28 of 81
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 Hourly Program Services – Fixed Price - Hour
Part #B90604
[United States and Canada]
A. Description of Services
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.
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 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 29 of 81
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.
2. Project Assumptions
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.
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 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.
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 Professional Services.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 30 of 81
Oracle Utilities Opower Digital Self Service, Transactions Cloud Service, Advanced Configuration –
Small
Part #B91020
[United States and Canada]
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
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. 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.
c. Allocate appropriate resources to perform any necessary assistance.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 31 of 81
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.
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
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 Digital Self Service, Transactions Cloud Service, Advanced Configuration –
Large
Part #91021
[United States and Canada]
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 32 of 81
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
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. 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.
c. Allocate appropriate resources to perform any necessary assistance.
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.
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.
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
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 33 of 81
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 Digital Self Service, Transactions Cloud Service, Setup Fee – Each
Part # B91022
[United States and Canada]
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 34 of 81
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 35 of 81
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 36 of 81
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.
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 that exceed eight (8) onsite visits. All
expenses invoiced monthly hereunder are due and payable in accordance with the payment terms
of Your order.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 37 of 81
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.
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 Professional Services Descriptions_v031220 Page 38 of 81
Opower Utilities – Retired Service Descriptions
Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service Full Setup Fee (North
America Only)
Part # B87459 (Retired)
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct an onsite project kick-off meeting.
b. Provide an estimated deployment timeline in Microsoft format.
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.
2. Product Setup Services
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 39 of 81
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.
3. Product Launch Services
Oracle will:
a. Conduct up to 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 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.
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. 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
Oracle Utilities Opower Portal Single Sign-On Requirements and Capabilities
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.
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.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 40 of 81
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
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 Digital Self Service, Energy Management Cloud Service Lite Setup Fee (North
America Only)
Part # B87460 (Retired)
[United States and Canada]
A. Description of Services
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”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a remote project kick-off meeting.
b. Provide an estimated deployment timeline in Microsoft format.
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.
2. Product Setup Services
Oracle will:
a. Provide an overview of configuration options for the Web Portal.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 41 of 81
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.
3. Product Launch Services
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.
d. Deploy Web Portal to production.
e. Notify Oracle Utilities Opower platform operations team to conduct Product
launch.
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. Review and provide final inputs on product configurations within the timeline mutually
agreed upon between you and the Oracle project manager.
b. Work with Oracle to implement the Web Portal SSO within Your website as per the
Oracle Utilities Opower Portal Single Sign-On Requirements and Capabilities
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.
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.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 42 of 81
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
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
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 Points And Rewards Cloud Service Setup Fee
Part #B87467 (Retired)
[United States and Canada]
A. Description of Services
Oracle will provide You with up to three hundred (300) hours of project initiation, product setup,
and product launch services (“Services”) related to the following Oracle Utilities Opower product:
Oracle Utilities Opower Points and Rewards Cloud Service (“Points and Rewards”)
Such Services shall include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide an estimated deployment timeline in Microsoft format.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 43 of 81
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.
2. Product Setup Services
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
the Oracle Utilities Opower platform.
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.
3. Product Launch Services
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.
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. 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 44 of 81
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
between you and the Oracle project manager.
e. Participate in demonstrations of product functionality.
f. Participate in Your customer service representatives training.
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.
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
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 Non-AMI High Bill Alerts Cloud Service Setup Fee
Part #B87469 (Retired)
[United States and Canada]
A. Description of Services
Oracle will provide You with up to two hundred (200) hours of project initiation, product set-up,
and product launch services (“Services”) related to the following Oracle Utilities Opower product:
Oracle Utilities Opower Non-Advanced Metering Infrastructure High Bill Alerts Cloud
Service (“Non-AMI HBAs”)
Such Services include the following:
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 45 of 81
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide an estimated deployment timeline in a Microsoft format.
c. Deliver a copy of the Oracle Utilities Opower Configuration Document to You
via e-mail.
2. Product Set-up Services
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.
e. Finalize the customer segmentation and select a group of target customers to
receive Non-AMI HBAs.
f. 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.
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.
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 perform the assistance described below.
b. Review the Non-AMI HBAs configuration document and provide final inputs on
product configurations in the configuration guide document within the timeline as
mutually agreed upon between you and the Oracle project manager.
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
agreed upon between you and the Oracle project manager.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 46 of 81
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.
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.
b. Project duration is estimated to be twelve (12) 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 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 Postcard Setup Fee
Part #B87475 (Retired)
[United States and Canada]
A. Description of Services
Oracle will provide You with up to eighty-five (85) hours of project initiation and product set-up
services (“Services”) related to the following Oracle Utilities Opower product:
Oracle Utilities Opower Postcard (“Postcard”)
Such Services will include the following:
1. Project Initiation Services
Oracle will:
a. Provide an estimated deployment timeline in Microsoft format.
b. Provide an electronic copy of the Oracle Utilities Opower Postcard Branding
Configuration Guide.
2. Product Set-up Services
Oracle will:
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 47 of 81
a. Provide you a list of standard branding inputs required by Oracle to complete the
Postcard configuration in the Oracle Utilities Opower Postcard Branding
Configuration Guide.
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.
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 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 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.
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.
b. Program deployment is assumed 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 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 48 of 81
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 Proactive Alerts Setup Fee (AMI HBAs and WAMIs)
Part #B87465 (Retired)
[United States and Canada]
A. Description of Services
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”)
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 a copy of the Oracle Utilities Opower Product Configuration and Tip
Library guides to You via e-mail.
2. Product Set-up Services
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 49 of 81
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.
3. Product Launch Services
Oracle will:
a. Conduct one (1) 60 minute remote demonstration of Proactive Alerts prior to the
launch.
b. Provide a test environment during the product launch phase for Your review of
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.
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 perform the assistance described below.
b. Provide access to Your content and branding lead who will work with Oracle on
consumer content, presentation, branding, segmentation, and collateral approvals.
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.
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.
b. Project duration is estimated to be sixteen (16) consecutive weeks.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 50 of 81
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 Energy Efficiency Product Setup Fee
Part # B87458 (Retired)
[United States and Canada]
A. Description of Services
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)
Such Services shall include the following:
1. Project Initiation Services
Oracle will:
a. Conduct an onsite project kick-off meeting.
b. Provide an estimated deployment timeline in a Microsoft format.
c. Provide a copy of the applicable Product Configuration Guide (as defined
below).
2. Product Setup Services
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 51 of 81
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
Your product configuration inputs.
m. Configure the HER product to match the mutually-agreed inputs in the Product
Configuration Guide.
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.
3. Product Launch Services
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.
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. Notify Oracle platform operations team to conduct product launch.
B. Your Obligations and Project Assumptions
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 52 of 81
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. 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
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 and finalize the FAQs.
h. Review the Tip Library content and remove any irrelevant Tips during the
implementation phase.
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.
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.
b. Project duration is estimated at sixteen (16) consecutive weeks.
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
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 53 of 81
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 Energy Efficiency, Web Portal Standalone, Setup Fee
Part # B90605 (Retired)
[United States and Canada]
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”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a remote project kick-off meeting.
b. Provide an estimated deployment timeline in Microsoft format.
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.
2. Product Setup Services
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
Configuration Guide.
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.
3. Product Launch Services
Oracle will:
a. Conduct one (1) sixty (60) minute remote demonstration of the Web Portal prior to
the launch.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 54 of 81
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.
d. Deploy Web Portal to production.
e. Notify Oracle Utilities Opower platform operations team to conduct Product launch.
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
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.
2. Project Assumptions
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-
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 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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 55 of 81
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 Basic Service Bundle Fee
Part # B87563 (Retired)
[United States and Canada]
A. Description of Services
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.
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:
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 56 of 81
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.
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 Term defined below.
b. 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
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 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
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 Peak Management Cloud Service Setup Fee
Part # B87463 (Retired)
[United States and Canada]
A. Description of Services
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 Utilities Opower Professional Services Descriptions_v031220 Page 57 of 81
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in Microsoft format.
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
Configuration Guide.
2. Product Setup Services
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
Your product configuration inputs.
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
within Your Oracle Utilities Opower products to Your users for the purpose of
answering customer inquiries.
3. Product Launch Services
Oracle will:
a. Conduct one (1) sixty (60) minute remote demonstration of the BDR product
prior to launch.
b. Provide a test environment during the product launch phase for Your review of
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 58 of 81
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.
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. Provide access to Your content and branding lead who will work with Oracle on
consumer content, presentation, branding, segmentation, and collateral approvals.
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
agreed upon between you and the Oracle project manager.
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.
2. Project Assumptions
a. The Services shall be performed remotely unless noted otherwise in Section A. At
Your request, Oracle may agree to conduct onsite visits at Your location during the
Professional Services Period defined below.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 59 of 81
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 Peak Management Cloud Service, Single Season Setup Fee
Part # B90603 (Retired)
[United States and Canada]
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”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in Microsoft format.
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 Utilities Opower Professional Services Descriptions_v031220 Page 60 of 81
2. Product Setup Services
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.
3. Product Launch Services
Oracle will:
a. Conduct one (1) sixty (60) minute remote demonstration of the BDR product
prior to launch.
b. Provide a test environment during the product launch phase for Your review of
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
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 61 of 81
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
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.
b. Provide access to Your content and branding lead who will work with Oracle on
consumer content, presentation, branding, segmentation, and collateral approvals.
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.
2. Project Assumptions
a. The Services shall be performed remotely unless noted otherwise in Section A. At
Your request, Oracle may agree to conduct onsite visits at Your location during the
Professional Services Period defined below.
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
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 62 of 81
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 Digital Self Service, Energy Management Cloud Service, Setup Fee
Part # B90606 (Retired)
[United States and Canada]
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:
● Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service (“Web
Portal”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct an onsite project kick-off meeting.
b. Provide an estimated deployment timeline in Microsoft format.
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 Embeddable Widgets Client Integration Guide document.
e. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy
Management Web Portal Configuration Guide document.
2. Product Setup Services
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 63 of 81
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.
f. 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.
3. Product Launch Services
Oracle will:
a. Conduct up to 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 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.
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. 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.
d. Make Your IT resources available to assist with the Services as stated herein and as
part of the program implementation timeline.
e. Participate in program demonstrations and provide Your agreement for production
launch of Your Web Portal.
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
between you and the Oracle project manager.
2. Project Assumptions
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 64 of 81
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.
b. SSO integration is optional for the stand-alone Web Portal.
c. Project duration is estimated at twenty-two (22) 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 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 Customer Service Interface Cloud Service Setup Fee
Part # B87464 (Retired)
[United States and Canada]
A. Description of Services
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 Customer Service Interface Cloud Service (“CSI”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting via conference call.
b. Provide an estimated deployment timeline in Microsoft format.
c. Provide the Oracle Utilities Opower Call Center Data Transfer Standard
document.
2. Product Setup Services
Oracle will:
a. Review CSI configuration options with You.
b. Configure the CSI product to match the inputs as mutually agreed by the parties.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 65 of 81
c. Perform final quality assurance checks for such configured CSI product after
deploying these elements to one (1) test environment.
3. Product Launch Services
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
service representatives.
e. Notify Oracle Utilities Opower platform operations team to conduct the CSI
launch.
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. Review and provide final inputs on product configurations within the timeline mutually
agreed upon between you and the Oracle project manager.
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.
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.
b. Project duration is estimated to be twelve (12) 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 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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 66 of 81
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 HBAs Proactive Alerts Setup Fee
Part #B89684 (Retired)
[United States and Canada]
A. Description of Services
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”)
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 a copy of the Oracle Utilities Opower Proactive Alerts Cloud Service
Overview guide to You.
2. Product Set-up Services
Oracle will:
a. Provide AMI HBAs configuration document in order to document Your product
configuration inputs.
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
within Your Oracle Utilities Opower products to Your users for the purpose of
answering customer inquiries
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 67 of 81
3. Product Launch Services
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.
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 perform the assistance described below.
b. Provide access to Your content and branding lead who will work with Oracle on
consumer content, presentation, branding, segmentation, and collateral approvals.
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
mutually agreed upon between you and the Oracle project manager.
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.
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.
b. Project duration is estimated to be eight (8) 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 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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 68 of 81
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 WAMIs Proactive Alerts Setup Fee
Part #B89685 (Retired)
[United States and Canada]
A. Description of Services
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”)
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 a copy of the configuration document to You.
2. Product Set-up Services
Oracle will:
a. Provide WAMIs configuration document in order to document Your product
configuration inputs.
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 69 of 81
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.
m. 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.
3. Product Launch Services
Oracle will:
a. Conduct one (1) thirty (30) minute remote demonstration of WAMIs Proactive
Alerts prior to the launch.
b. Provide a test environment during the product launch phase for Your review of
WAMIs 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 WAMIs
Proactive Alerts product launch.
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 perform the assistance described below.
b. Provide access to Your content and branding lead who will work with Oracle on
consumer content, presentation, branding, segmentation, and collateral approvals.
c. Provide to Oracle the elements included within the Oracle Utilities Opower Product
Configuration and Tip Library guides.
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
implementation phase.
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.
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.
b. Project duration is estimated to be eight (8) consecutive weeks.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 70 of 81
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 Standard Service Bundle Fee
Part # B87564 (Retired)
[United States and Canada]
A. Description of Services
Oracle will provide You with up to thirty-two hours (32) 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 consecutive three (3)
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 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.
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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 71 of 81
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.
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. 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.
2. Project Assumptions
a. Oracle’s Services shall be performed remotely unless noted otherwise in Section A. At
Your request, Oracle may agree to conduct onsite visits at Your location during the
Professional Services Period defined below.
b. 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
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 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
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 Professional Services Descriptions_v031220 Page 72 of 81
Oracle Utilities Opower Premium Service Bundle Fee
Part # B87565 (Retired)
[United States and Canada]
A. Description of Services
Oracle will provide You with up to sixty-four hours (64) 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 two
(2) 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 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.
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.
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. 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 73 of 81
2. Project Assumptions
a. Oracle’s Services shall be performed remotely unless noted otherwise in Section A. At
Your request, Oracle may agree to conduct onsite visits at Your location during the
Professional Services Period defined below.
b. 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
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 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
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 Upgrade Setup Fee
Part # B90607 (Retired)
[United States and Canada]
A. Description of Services
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:
● Oracle Utilities Opower Digital Self Service, Energy Management Cloud Service (“Web
Portal”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a remote project kick-off meeting.
b. Provide an estimated deployment timeline in Microsoft format.
c. Deliver to You the Oracle Utilities Opower Digital Self Service – Energy
Management Cloud Service Overview document.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 74 of 81
d. 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
Management Web Portal Configuration Guide document.
2. Product Setup Services
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.
f. 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.
3. Product Launch Services
Oracle will:
a. Conduct up to 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 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.
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. 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 75 of 81
d. Make Your IT resources available to assist with the Services as stated herein and as
part of the program implementation timeline.
e. Participate in program demonstrations and provide Your agreement for production
launch of Your Web Portal.
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.
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.
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.
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 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 Energy Efficiency Product Expansion Setup Fee
Part # B90773 (Retired)
[United States and Canada]
A. Description of Services
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 Professional Services Descriptions_v031220 Page 76 of 81
Oracle Utilities Opower Print Home Energy Reports (HER)
Oracle Utilities Opower Email Home Energy Reports (eHER)
Such Services shall include the following:
2. Project Initiation Services
Oracle will:
a. Conduct a remote project kick-off meeting.
b. Provide an estimated deployment timeline in a Microsoft format.
c. Provide a copy of the Product Configuration Guide (as defined below).
3. Product Setup Services
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
configuration inputs.
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.
4. Product Launch Services
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.
B. Your Obligations and Project Assumptions
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 77 of 81
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. Provide an updated Product Configuration Guide 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 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
implementation phase.
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.
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.
b. Project duration is estimated at sixteen (16) consecutive weeks.
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
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 78 of 81
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 Targeted Web Marketing Setup Fee
Part #B87461 (Retired)
[United States and Canada]
A. Description of Services
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:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
b. Provide an estimated deployment timeline in a Microsoft format.
2. Product Set-up Services
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
configuration inputs.
e. Perform final quality assurance checks for content designed, created and
configured in this section after deploying these elements to a test environment.
3. Product Launch Services
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.
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
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 79 of 81
a. Confirm Your agreement with the deployment timeline and allocate appropriate
resources to provide the assistance described below.
b. Provide access to a content and branding lead who will work with Oracle on consumer
content, presentation, branding, segmentation, and collateral approvals.
c. Review and provide final inputs on product configurations within the timeline mutually
agreed upon between you and the Oracle project manager.
d. Review and finalize the marketing materials created in the product design and
configuration phase within the timeline as mutually agreed upon between you and the
Oracle project manager. Product design is estimated to start in the timeline as mutually
agreed upon between you and the Oracle project manager.
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.
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.
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
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 API Cloud Service Setup Fee
Part #B87462 (Retired)
[United States and Canada]
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 80 of 81
A. Description of Services
Oracle will provide You with up to sixty-eight (68) hours of project initiation and product setup
services (“Services”) related to the following Oracle Utilities Opower product:
Oracle Utilities Opower Application Programming Interfaces (“APIs”)
Such Services include the following:
1. Project Initiation Services
Oracle will:
a. Conduct a project kick-off meeting by conference call.
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.
2. Product Setup Services
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.
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. 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.
2. Project Assumptions
a. The Services shall be performed remotely 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.
Oracle Utilities Opower Professional Services Descriptions_v031220 Page 81 of 81
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
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.