Lexington 4 Split the Interconnection Fees with Strata History

Lexington 4 Split the Interconnection Fees with Strata History

Re: IHI fee split letter

Inbox

Deb Stirling <djstirling@att.net>Jan 10, 2017, 11:48 AM
to Chris, me, Jim, Will, davidldavidson@att.net

Chris, My only question is whether we should be consistent with the fee-split letter and use the LLC name in it.
Reading the developer agreement now and will respond shortly on that and on the OA.
Deb

On Tuesday, January 10, 2017 11:04 AM, Chris Rogers <crogers@rogerslewis.com> wrote:

Matt Warren

Solar Power Provider 


On Jan 9, 2017, at 4:27 PM, Jim Brennan <jbrennan@brennansc.com> wrote:

Hi All, Let’s do a call tomorrow morning at 10:30. Please call 803-978-2250             code:    0174123# 

From: Chris Rogers [mailto:crogers@rogerslewis.com]
Sent: Monday, January 9, 2017 4:04 PM
To: Jim Brennan <jbrennan@brennansc.com>; Matt Warren <matthewtwarren3@gmail.com>; Will Brennan <wbrennan@brennansc.com>
Cc:djstirling@att.netdavidldavidson@att.net
Subject: RE: IHI fee split letter I’m available. 

From: Jim Brennan [mailto:jbrennan@brennansc.com]
Sent: Monday, January 9, 2017 2:34 PM
To: Matt Warren <matthewtwarren3@gmail.com>; Will Brennan <wbrennan@brennansc.com>; Chris Rogers <crogers@rogerslewis.com>
Cc:djstirling@att.netdavidldavidson@att.net
Subject: RE: IHI fee split letter Hi All, Is there a time tomorrow for us to have an internal call about the agreements? Thanks. JIM 

From: Matt Warren [mailto:matthewtwarren3@gmail.com]
Sent: Monday, January 9, 2017 12:39 PM
To: Jim Brennan <jbrennan@brennansc.com>; Will Brennan <wbrennan@brennansc.com>; Chris Rogers <crogers@rogerslewis.com>
Subject: Fwd: IHI fee split letter FYI 

Matt WarrenSolar Power Provider 

Begin forwarded message:From: Ellis Peterson <epeterson@stratasolar.com>
Date: January 9, 2017 at 12:21:45 PM EST
To: davidldavidson <davidldavidson@att.net>, Deb Stirling <djstirling@att.net>, Matt Warren <matthewtwarren3@gmail.com>
Subject: Fwd: IHI fee split letter

Dear IHI Team, Please see attached letter regarding splitting the mounting fees from SCE&G for the Lexington Schools project.  Strata is again willing to front the entire $14,920 and ultimately contribute one third of that amount to the project. The attached letter describes how the other two thirds of the fees would be deducted from IHI’s $200+K commission if the project moves forward…or billed for it if the project ultimately did not move forward. Please let me know if you have any question.  If not, please sign and return.   Please also note that we have not received Lexington School’s signature on the proposal after being told twice that we would have it.  This is causing great concern on my end and must be resolved before Strata will expend additional resources and capital.  Pending receipt of the signed proposal and signed ‘fee split letter’  Strata will immediately wire the total amount to SCE&G and keep things moving forward. Kind regards,

Ellis
____________

Ellis Peterson

Sales Manager-Commercial/Industrial

50101 Governors Drive, Ste 280Chapel Hill, NC 27517 O: 919-960-6015 x 658 M: 919-616-7596 

———- Forwarded message ———-
From: Ajulo Othow <aothow@stratasolar.com>
Date: Fri, Jan 6, 2017 at 3:53 PM
Subject: IHI fee split letter
To: Ellis Peterson <epeterson@stratasolar.com>
Cc: Jay Cobb <jcobb@stratasolar.com>

Hi Ellis, Here is the revised letter to IHI.  I have also included a Development Services Agreement, as it is referenced in the letter, and we also need to execute this with them. Please let me know if you have any questions or revisions to the letter. 

A

Ajulo E. Othow, Esq.Requlatory Specialist & Sales

1119 US 15 501 Hwy South

Chapel Hill, NC 27517O: 919-960-6015×655

E: aothow@stratasolar.com 

School District Signed Interconnection Agreement

Ellis Peterson <epeterson@stratasolar.com>Mon, Oct 24, 2016, 3:48 PM
to me, susi

SWEEEET!!

On Monday, October 24, 2016, Matt Warren <matthewtwarren3@gmail.com> wrote:
Lex 4 have signed the interconnection documents. Deb will be sending them to us shortly.

Matt Warren

Solar Power Provider 

FW: Lexington Schools Full Proposal W/Lease

Inbox

davidldavidson@att.netAttachmentsOct 18, 2016, 6:07 AM
to me

Matt,

Shouldn’t the fixed rate be $0.22/kWh ?

Dave.

“Based on the utilization of the incentive program offered by SCE&G, for the first ten years, the energy

generated by the PV system will be sold to the utility at a fixed rate of $0.14/kWh. After that, the system

may be reconfigured to Net Meter wherein the energy produced by the solar PV system will be used by

the customer resulting in a direct reduction of its power bill.”

From: Chris
Sent: Monday, October 17, 2016 3:58 PM
To: davidldavidson@att.net; Matt Warren <matt@warrensolar.com>; Deb Stirling <djstirling@att.net>; Jim Brennan (jbrennan@brennansc.com) <jbrennan@brennansc.com>; Will Brennan (WBrennan@brennansc.com) <WBrennan@brennansc.com>
Subject: FW: Lexington Schools Full Proposal W/Lease

Team,

This proposal is very impressive.  These folks are top notch.  I’m still reading through it, but my first impression is very good. 

Thanks,

Chris

From: Ellis Peterson [mailto:epeterson@stratasolar.com]
Sent: Friday, October 14, 2016 1:49 PM
To: David Davidson <davidldavidson@att.net>; Matt Warren <matt@warrensolar.com>; Deb Stirling <djstirling@att.net>; Jim Brennan <jbrennan@brennansc.com>; Will Brennan <wbrennan@brennansc.com>; Chris
Subject: Fwd: Lexington Schools Full Proposal W/Lease

Dear IHI Team,

Please see the attached Full Proposal from Strata including complete lease documentation for Lexington Schools.  Please review in detail and I very much look forward to your comments/questions.

We have reworked the lease term sheet to make it much easier to understand  and explain.  One error was found on Wiser’s part that incrementally changed the lease numbers but without material effect.   

The ‘Pricing’ section on page 8 on the body of the Proposal does a great job of summing up the savings and other direct benefits of the lease and will be very helpful.

I’m available to review and discuss as needed.

Thanks,
Ellis 

Ellis Peterson

East Regional Sales Manager Commercial/Industrial

Strata Solar, LLC

50101 Governors Drive, Ste 280

Chapel Hill NC 27517

Office: 919-960-6015 x 658

Cell:    919-616-7596

Fax:    919-960-7717

THIS WAS WHEN WE SOFT SOLD THE SCHOOL DISTRICT INTO GOING AHEAD WITH THE “NO COMMITMENT” SOLAR APPLICATION WITH SCE&G

FW: Solar Solution

Inbox

davidldavidson@att.netAug 26, 2016, 5:01 PM
to djstirling, Jim, me

FYI

From: Dave Toole [mailto:dtoole@lexington4.net]
Sent: Friday, August 26, 2016 10:06 AM
To: davidldavidson@att.net
Subject: RE: Solar Solution

Dave, let’s go ahead and do the application.  Let me know when you want to come next week.  Thanks!

From: davidldavidson@att.net [mailto:davidldavidson@att.net]
Sent: Friday, August 26, 2016 5:12 AM
To: Dave Toole <dtoole@lexington4.net>
Cc: ‘Deborah Stirling’ <djstirling@comcast.net>; ‘Jim Brennan’ <jbrennan@brennansc.com>
Subject: Solar Solution
Importance: High

Dave,

Last we talked you indicated that you would need about two weeks before you would be in a position to make a decision on moving forward. We need to fill out the SCE&G Solar application so that you can reserve the solar power for your district, the district is not obligated by the form it is only purpose is to reserve the power in the SCE&G solar program. Deb was informed last week by SCE&G that they only have about 10MW remaining. Please let us know if you would like to move forward, we will help to fill out the form then visit with you next week to complete and send it to SCE&G.

Thanks,

Dave

FW: clarification

Inbox

davidldavidson@att.netThu, Sep 1, 2016, 6:13 AM
to djstirling, Jim, me

FYI

From: Dave Toole [mailto:dtoole@lexington4.net]
Sent: Wednesday, August 31, 2016 8:23 AM
To: davidldavidson <davidldavidson@att.net>
Subject: RE: clarification

Sounds good!

From: davidldavidson [mailto:davidldavidson@att.net]
Sent: Wednesday, August 31, 2016 8:12 AM
To: Dave Toole <dtoole@lexington4.net>
Subject: RE: clarification

We are doing it and will get with you for the details that you need to fill out. Most likely next week if that works for you.

Sent from my Sprint Samsung Galaxy S® 6.

——– Original message ——–

From: Dave Toole <dtoole@lexington4.net>

Date: 8/31/16 8:00 AM (GMT-05:00)

To: davidldavidson@att.net

Subject: clarification

Dave,

Do I need to fill out the application or are you doing it on your side?  Thanks!

Dave

Dave Toole

Director of Operations

Lexington School District Four

Deb Stirling <djstirling@att.net>Wed, Sep 7, 2016, 7:49 AM
to davidldavidson@att.net, me, Jim, Will

I seem to recall that Dave Toole told us they were replacing the roof on Francis Mack and I thought it was started this summer.  Dave, any recollection of that? 
Deb 

davidldavidson@att.netWed, Sep 7, 2016, 7:29 AM
to me, Jim, Will, djstirling

I can talk with Dave but by the time he responds it will be next week I suspect he will ask what the financials look like for each Francis Mack option. If you can please give him the financials for both so that he can make an educated decision when we meet.

Thanks,

Dave.

From: Matt Warren [mailto:matthewtwarren3@gmail.com]
Sent: Wednesday, September 7, 2016 6:34 AM
To: davidldavidson@att.net
Cc: Jim Brennan <jbrennan@brennansc.com>; Will Brennan <wbrennan@brennansc.com>; djstirling@att.net
Subject: Re: Lexington 4

Thanks Dave,

The status is getting really close to having things ready for signatures. I have been talking with Strata multiple times a day everyday, just about, answering questions and pointing them in the right direction. I have a call at 9:15 this morning already scheduled with Strata to hopefully get some finals. I will report back around 9:30am. 

Dave, one question that you could bring up to Dave Toole is about Francis Mack. They need a new roof and need to clear a few acres behind the school to do any solar. I told Strata to get the other three projects finalized but hold up temporarily until we get further direction on FM. I want to keep the other three projects moving. Any thoughts or would you ask Dave what the discussions are from the district?

Thanks guys 

Matt

Matt Warren

Solar Power Provider 

Re: Lexington 4

Inbox

Ellis Peterson <epeterson@stratasolar.com>Tue, Sep 6, 2016, 8:57 PM
to me

Yeah I can see that…

On Tuesday, September 6, 2016, Matt Warren <matthewtwarren3@gmail.com> wrote:
Ok. They are all over me! Thanks

Matt WarrenSolar Power Provider 
On Sep 6, 2016, at 8:34 PM, Ellis Peterson <epeterson@stratasolar.com> wrote:

AM

On Tuesday, September 6, 2016, Ellis Peterson <epeterson@stratasolar.com> wrote:

Call you at 9:15

On Tuesday, September 6, 2016, Matt Warren <matthewtwarren3@gmail.com> wrote:
Please let me know first thing in the morning when we can get as much as we can to them to fill in the rest. Thanks

Matt Warren

Solar Power Provider 

Lexington 4

Inbox

davidldavidson@att.netTue, Sep 6, 2016, 8:01 PM
to me, Jim, Will, djstirling

Matt,

What  is the status of filling out the SCE&G forms that are required to reserve the solar power for the school district?  Dave Toole is expecting us to be in his office this week to finish filling out the forms, tomorrow is Wednesday so we only have a few day left to schedule the visit and complete the forms. Please let me know what the plan is.

Thanks,

Dave.

New Financials

Inbox

davidldavidson@att.netWed, Sep 21, 2016, 7:41 AM
to me, djstirling, Jim

Matt,

The last we talked with Ellis he promised to send  updated financials showing behind the meter savings after 10 years. Do you know when he will have them available for review?

Dave.