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TRANSCRIPT
Tampa Convention Center • Tampa, Florida
ESPC ENABLE
Track 12 Session 4: Alternative Contracting Tools and Resources
Bob SlatteryOak Ridge National Laboratory
August 16, 2017
Energy Exchange: Connect • Collaborate • Conserve
ESPC ENABLE Overview
ESPC ENABLE is an alternative energy performance contracting program:• Intended for smaller projects at federal facilities (underserved market)
• Or where ENABLE presents the best or only option for the agency to fund a project
Is suitable for Federal facilities with buildings under 200,000 square feet Project size $200k - $6.5 million No fixed minimum or maximum facility or $ size
• Standardized and streamlined process to quickly award projects and realize savings using GSA Schedule 84, SIN 246-53• Templates, Checklists, IGA tool• No preliminary assessment
• Targets straight-forward Energy Conservation Measures (ECMs) including lighting, water fixtures, basic HVAC controls, HVAC equipment replacement and solar PV
• Prescribes basic levels of measurement and verification (M&V) for each ECM – primarily Option A
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ESPC ENABLE: ECM Summary
ECM Included Outside IGA ToolLighting • Lamps, Ballasts, Fixtures
• Controls: Occupancy, Day lighting (on/off, dimming)• Solar Lighting (off-grid installations allowed)
Water • Sanitary plumbing fixtures: sinks, toilets, urinals, showers• Irrigation• Leak repair• Domestic/commercial hot water heaters• Water based appliances: dishwasher, ice machine, clothes
washer, etc.
• Heating/Cooling system improvements (cooling towers, once through cooling,condensate reclaim)
HVAC Controls
Whole building control strategies including:• Time/Temperature Set-back• Demand/Night Ventilation
• Advanced control strategies beyond those listed
HVAC Equipment
• Window AC units / Electric Baseboard heat• Split AC/Furnace• Heat Pumps• Packaged Terminal Air Conditioner (PTAC)• Packaged Single Zone Air Conditioner (PSZ)• Roof Top Units (RTU) • Boilers (NEW)• Chillers (NEW)
• Central Heating/Cooling Plants• Retro-commissioning based activities• Non-building related
heating/cooling/ventilation
Solar PV • Ground, Roof, Parking Canopy mount• Fixed and Tracking Arrays • Grid Tied and Off-grid
• Solar Thermal (Hot Water)• Hybrid PV/Hot water systems
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ESPC ENABLE: Process Cycle
• Projects awarded in about 6 months• Energy/cost savings in 8-12 months
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ENABLE Templates and Tools
Acquisition Planning
ESCO Selection
IGA and Award Installation Performance
Period
• Acquisition Plan
• Request for Quotation/ Notice of Opportunity (RFQ/NOO)
• ESCO Expression of Interest
• Unsuccessful Offerors Letter
• Notice of Intent to Award (NOITA)
• Scope of Work (SOW)
• IGA Tool• Final
Proposal• Task Order
award
• Commissioning• M&V Plan• Agency
Acceptance
• M&V Report (Outline)
Templates and tools provide a standardized process which allows for streamlined execution of project phases
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Acquisition Planning: Templates Acquisition Planning
Acquisition Plan GUIDE & TEMPLATE Guide: Outline of acquisition plan components (objectives + plan of
action) Template
• Complete “fill-in-the-blank” plan, boilerplate language with needed agency specific input highlighted
• Aligned with FAR 7.105
Request for Quote (RFQ)/Notice of Opportunity (NOO) GUIDE & TEMPLATES Guide: Outlines RFQ/NOO purpose (provides ESCOs with
information about your perspective project and requires them to submit a response)
Templates• RFQ/NOO: Complete “fill-in-the-blank”, boilerplate language
with needed agency specific input highlighted• ESCO Expression of Interest (EOI): Standard form for ESCO
response
Template
Template
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ESCO Evaluation GUIDE and WORKSHEET Guide: Outlines procedures for ESCO Evaluation Worksheet: serves as a tool to be used by the ESPC ENABLE
acquisition team to evaluate ESCO responses to the RFQ/NOO
Notice of Intent to Award GUIDE and TEMPLATE Guide: Instructions for notifying successful offeror of their selection Template: Sample letter to ESCO (requires minimum site specifics)
Letter to Unsuccessful ESCOs GUIDE and TEMPLATE Guide: Instructions for notifying unsuccessful offerors Template: Sample letter to ESCO (requires list of criteria that
prevented selection)
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ESCO Selection: Templates ESCO Selection
Template
Template
Work-sheet
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Investment Grade Audit (IGA): Tools & Templates
Scope of Work (SOW) GUIDE and TEMPLATE Guide: Outlines SOW usage in kickoff to IGA and component of
final proposal Template: Complete SOW – Agency adds site or agency
required requirements
ENABLE IGA Tool- Details in Following Slides -
ESCO Final Proposal Requirements (ESCO Deliverable) Outline of required content of ESCOs IGA findings, proposed
ECMs and project price
Draft Task Order Guide Provides a template for Agencies when forming an ESPC
ENABLE contract and making a Task Order (TO) award.
IGA and Award
Template
Outline
Tool
Template
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• Intended Users: ESCOs• Purpose:
– Standardize energy and cost savings methodology across the set of ENABLE ECMs.
– Standardize outputs for inclusion in prescribed final proposal outline.• Intention: Minimize need for customer’s technical review of proposals
• Functionality:– The tool will be used to identify pre- and post-retrofit conditions and estimate
energy and cost savings for the project via embedded equations, Energy Plus and PV Watts.
– Generates a Summary Project Report– Generates outputs form the basis for contract documents
• Summary data tables by ECM for M&V Plan• Completed TO Schedule #4 (data needed for entry into ePB)• ECM equipment summaries (quantities by type)
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ENABLE Investment Grade Audit (IGA) ToolTool
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ENABLE IGA Tool
EnergyPlusBuilding SimulationSoftware
PVWattsNREL web service
WaterLighting
HVAC
HVAC
Solar
IGA Summary Report
- Energy and Cost Savings Tables (M&V Plan)- Financial TO Schedule #4 (TO-4)- ECM Equipment Summaries
outputs
IGA Tool(new web
based interface)
Boilers/Chillers
Solar PV
Boilers/Chillers
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• New web-based interface (no longer Excel)• Allows for multiple project sites under one project• Additional ECMs - Boilers and Chillers• Ability to add “other” ECMs (ENABLE Hybrid projects)
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NEW! ENABLE IGA Tool
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Improved Building/Equipment Representation
Enhanced tool interface to allow for 2D and 3D representation of building floors and heating/cooling zones.
• Allows for more complex HVAC, boiler and chiller scenarios• Can represent buildings with multiple/dissimilar HVAC systems• Assignment of equipment by zone
2D footprint
Zone assignment Equipment assignment by zone
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IGA Tool: Additional Details
User Permissions/Access similar to eProject Builder• Agency establishes project in IGA tool• ESCO granted access to project• ESCO can grant access to subcontractors • Agencies/ESCOs only have access to their projects
New tool available for testing at:https://femp-test.ornl.gov/iga_tool
Live ENABLE Project Tool:https://femp.ornl.gov/iga_tool
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Installation
Guideline and Checklist for Commissioning and Acceptance
Commissioning Guide: Overview of scope, objectives and process to
commissioning of ENABLE projects Checklist: Example checklist template for documenting
completion of commissioning tasks + functional testing instructions/checklists
Acceptance Guide: Discussion of 10 steps to acceptance of ENABLE projects Checklist: Documents completion of acceptance requirements
Installation
Checklist
Checklist
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M&V / Performance Period
Measurement and Verification: Throughout the process- During baseline formation (IGA phase)- After installation (prior to acceptance)- Annually during performance period
M&V Protocol Provides an understanding of M&V requirements specific to the
scope of energy conservation measures within the ENABLE program. Support information for M&V Plan Template
M&V Plan Template Comprehensive “fill-in-the-blank” M&V plan developed for ECMs
addressed within the ENABLE IGA tool.
M&V Annual Report Outline Contains an outline of required content for the annual M&V
report to be provided to the agency by the ESCO, documenting the annual ECM performance
Performance Period
Outline
Template
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Project examples of rapid cycle time NOO Issue to Award:• Marine Corp, Beaufort Air Station – 5 months• GSA R5, Hammond Courthouse – 5 months• GSA R5, Michigan – 6 months• DOE Forrestal – 6 months• BOP Duluth – 7 months• State Dept., Belmopan Belize – 9 months
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Streamlining = Potential for rapid execution
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ESPC ENABLE: Program Status as of March 2017
Updates in the Program• 21 qualified ESCOs under GSA Schedule 84, SIN 246-53
– Ten Small Business contractors• Three Disabled Veteran contractors
– Six IDIQ contractors
Project Status• 9 projects awarded: USAF, USN, GSA (2), USFS (2),
US Embassy, CBP, DOE HQ ($0.2 - $5.9 million) • Multiple projects underway (Pipeline: 19 projects,
$38m; $0.2-$20m per project)• Project scopes range from one to multiple ECMs
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DOE FEMP Project Contacts
FEMP Federal Project Executives (FPE)
Northeast
West
Southeast and East-MidwestScott WolfWestern Region 360-866-9163 [email protected]
Tom HatteryNortheast [email protected]
Doug CulbrethSoutheast Region [email protected]
http://energy.gov/eere/femp/energy-savings-performance-contract-federal-project-executives-0
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ESPC ENABLE Program Contacts
Roles/Responsibilities Contact Information
ESPC ENABLE Program Manager Ira Birnbaum – DOE-FEMP202-287-1869 ♦ [email protected]
Project Facilitator Mike Holda – AST209-835-8150 ♦ [email protected]
Federal Project Executives Doug Culbreth – ORNL 919-610-8259 ♦ [email protected] Hattery – ORNL 202-256-5986 ♦ [email protected] Wolf – ORNL 360-866-9163 ♦ [email protected]
Audit Tool, Energy/Water Savings, Finance Bob Slattery – ORNL 865-548-0549 ♦ [email protected]
Acquisition Process and Contract Documents
Sam Espinosa – AST505-463-0942 ♦ [email protected]
Support Contractor Matt Roney – AST 603-828-7512 ♦ [email protected]
Energy Exchange: Connect • Collaborate • Conserve20