Consultation on Energy Savings Performance Contracting

Local Government Energy Retrofit Program Services The Center for Applied Energy Research will provide guidance/consultation and technical assistance to local governments on energy efficiency and conservation, specifically on the use of Energy Savings Performance Contracting (ESPC) as a vehicle to achieve these savings through technical and procurement assistance as well as project monitoring and oversight. These services will be provided to local governments as directed by DLG. Work is expected to be performed from January 1, 2018 through June 30, 2018. If the contract funding is reduced, then the scope of work related to the contract may also be reduced commensurate with the reduction in funding. This reduction of the scope shall be agreeable to both parties and shall not be considered a breach of contract. A. Community-based activities may include: 1. Initial Consultation: Educate decision-makers and facilities or administrative staff to recognize the value and cost-savings that could result from a performance contracting project. Expectation is that all 120 counties will be contacted and at least provided marketing material relative to energy saving performance contracting. 2. Facility Owner Assistance: Discuss process and potential project with facility owners. 3. Procurement/Selection of ESCO: Facilitate the procurement process for final selection of an ESCO. CAER representatives shall not recommend specific company. 4. Project Development: Participate as customer’s representative in meetings with the ESCO. Serve as trouble-shooter and communication facilitator throughout the process to ensure customer’s expectations are appropriate and are met by contractor. 5. Investment Grade Audit Review: Review the Investment Grade Audit to assure stated markups from the proposed are applied, energy savings estimates and project cost estimates are reasonable. 6. Measurement and Verification Plan: Ensure a measurement and verification plan is developed during the audit process, review the plan, and ensure the plan is later refined and incorporated into the performance contract. 7. Contract Development: Advise the customer on contract issues, offer negotiation tips, and ensure all issues are well-documented. 8. Project Monitoring: Monitor project construction and project operation to assure its success, completion of construction and operation of the energy conservation measures. B. Activities with statewide implications may include: 1. Advise DLG on process to pre-screen or pre-qualify ESCOs for local governments. 2. Advise DLG on potential standardization of contracts. 3. Explore and advise on the use of inter-local agreements to improve feasibility of multiple smaller ESPCs. 4. Explore and provide recommendations on the Development of a funding mechanism to continue delivery of services beyond grant period. 5. Assist DLG in educating local government officials and employees about energy efficiency and conservation measures. C. Deliverables The Contractor shall prepare and develop the following deliverables for each client: 1. Project tracking in DLG’s ProjectOne database to report on activities, progress and process metrics (number of TA visits, ESPCs executed, square footage of buildings retrofitted, etc.) 2. Local Government contact/communication tracking data entered into DLG’s ProjectOne database. 3. Expenses to be invoiced monthly, reflecting activities of tracked in ProjectOne. 2