HomeMy WebLinkAbout280535 ESTAR COLORADO - PURCHASE ORDER - 7702276Date: 04/03/07
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City of Fort Collins
Page Number: 1
City of Fort Collins
Purchase Order Number: 7702276
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Purchase Order number must appear on invoices, packing lists, labels, bills of lading, and all correspondence.
Note:
Line Qty/Units Description Extended Price
1 Home Performance w/Energy 20,000.00
Star Business Planning &
Contractor training in accordance with Scope of Work.
Total $20,000.00
City of Fort C In Director of Purchasing and Risk Management
This order is ft1halid over $2000 unless signed by James B. O'Neill II, CPPO, FNIGP City of Fort Collins
Accounting Department
City of Fort Collins Purchasing, PO Box 580, Fort Collins, CO 80522-0580 PO Box 580
Fort Collins, CO 80522-0580
Home Performance with ENERGY STAR@
Scope of Work for E-Star Colorado
Through this scope of work, Fort Collins Utilities supports the next phase of E-Star Colorado's effort to
establish the Home Performance with ENERGY STAR (HPwES) program in Colorado. This phase will
help move HPwES from the early pilot phase that Fort Collins Utilities has supported in the past to a full-
fledged program that can be sustained.
The current scope includes two primary tasks:
1. Develop a business plan for an ongoing, successful program;
2. Train additional home performance contractors, including at least three who commit to deliver
services in Fort Collins Utilities' service territory.
E-Star is the program manager, with overall responsibility for successful execution of Colorado HPwES.
Through its support, Fort Collins Utilities will join E-Star's group of Colorado HPwES sponsors. This
group will work with E-Star to shape the direction of the program, through regular correspondence and
meetings to be held at least quarterly.
1. Business Plan
E-Star will develop a plan and budget for an ongoing, successful program that relies on significantly less
sponsor support than has been the case to date.
Developing this business plan is the first task of this agreement. Completion of this task, to the
satisfaction of the sponsors, is a prerequisite for the second task and funding described below.
Tasks and Timelines
• Explore the business models of other home performance programs around the country;
• Develop a concept and budget for sustaining a successful program;
• Solicit input from sponsors, industry partners and existing HPwES qualified contractors on the
feasibility of this concept;
• Draft a program design and budget (less than 10 pages) based on the concept.
• Develop a work plan and budget (less than 10 pages) for implementing each of the steps necessary to
implement the program; and
• Receive approval from sponsors to proceed to the next tasks. (May 11, 2007)
2. Training and Certification
E-Star will train and certify a minimum of six to eight new HPwES contractors. Compared with the
previous training which Fort Collins Utilities co -sponsored, a number of improvements are planned,
including:
• Recruit a broader cross section of experienced trainees;
• Simplify and stage the audit process;
• Re -work the audit form, recognizing the potential need for multiple forms for data collection, client
reporting and ENERGY STAR data reporting;
• Incorporate a stronger sales and marketing component in the training program;
• Develop affiliate status with the Building Performance Institute (BPI);
• Explore the possibility of incorporating a consultant -based HPwES model in the training program;
• Expand field mentoring and ongoing support after training is completed; and
• Simplify contractor reporting mechanisms.
Tasks and Timelines
2A. Planning and Preparation (January through July, 2007)
• Develop a training plan in consultation with HPwES sponsors and others;
• Hire curriculum developers/trainers through a competitive solicitation;
• Secure BPI affiliate status;
• Consider integrating BPI Building Analyst certification into curriculum;
• Refine audit and reporting forms, with input from experienced auditors and existing HPwES
contractors;
• Refine contractor qualification/certification procedures, including field and classroom testing
protocols;
• Establish criteria and fees for contractor training and qualification/certification; and
• Hire field mentors and quality assurance contractors through a competitive solicitation.
2B. Contractor Recruitment (May through July, 2007)
• Host preliminary meetings to inform a large pool of contractors about the opportunity to participate
and the contractor selection criteria;
• Solicit applications from contractors who are liable to succeed in the program; and
• Conduct due diligence and select contractors for the training.
2C. Training and Qualification / Certification (August through December, 2007)
• Conduct contractor classroom and field training (most likely somewhere in the metro -Denver area);
and
• Facilitate field mentoring and work closely with contractors to help them complete all qualification /
certification requirements.
Program Management
E-Star will provide sponsor updates at least monthly and will provide full status reports for quarterly
meetings of the program sponsors.
Budget and Payment Schedule
The total budget amount provided by Fort Collins Utilities to support the work described in this scope of
work is $20,000. Monthly partial payments are possible based on demonstrated progress, using the
following allocation by task:
• Task 1: $7,000 (Completion of this task, to the satisfaction of Fort Collins Utilities, is a prerequisite
for payments toward Task 2.)
• Task 2: $12,000
• Program Management: $1,000