HomeMy WebLinkAbout108937 JOHNSON CONTROLS - CONTRACT - RFP - P1011 ENERGY PERFORMANCE SERVICESPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into the day and year set forth below, by and between
THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the
"City" and Johnson Controls, Inc. , hereinafter referred to as "Professional".
WITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is agreed by and
between the parties hereto as follows:
1. Scooe of Services. The Professional agrees to provide services in accordance with the
scope of services attached hereto as Exhibit "A", consisting of seven (7) pages, and incorporated herein
by this reference.
2. Time of Commencement and Completion of Services. The services to be performed
pursuant to this Agreement shall be initiated within twenty (20) days following execution of this
Agreement. Services shall be completed no later than December 1, 2006. Time is of the essence. Any
extensions of the time limit set forth above must be agreed upon in writing by the parties hereto.
3. Early Termination by City. Notwithstanding the time periods contained herein, the City
may terminate this Agreement at any time without cause by providing written notice of termination to the
Professional. Such notice shall be delivered at least fifteen (15) days prior to the termination date
contained in said notice unless otherwise agreed in writing by the parties.
All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to
the following addresses:
Professional:
City:
With Copy to:
Johnson Controls, Inc.
City of Fort Collins
City of Fort Collins
Attn: Jared Schoch
Attn: Steve Strickland
Attn: Purchasing
10289 W. Centennial Road
700 Wood St.
PO Box 580
Littleton, CO 80127
Fort Collins, CO 80521
Fort Collins, CO 80522
Contractor agrees to work diligently to assess validity of information provided and to confirm or
correct the information as needed.
e. Develop a Preliminary analysis of potential energy and water saving measures
This list shall be compiled and submitted to Agency within 120 calendar days of the excution of
this contract.
1) List relevant potential opportunities, whether cost-effective or not. Consider technologies in a
comprehensive approach including, but not limited to: lighting systems, heating/ventilating/air
conditioning equipment and distribution systems, controls systems, building envelope,
motors, kitchen equipment, pools, renewable energy systems, other special equipment,
irrigation systems, and water saving devices.
2) Identify measures which appear likely to be cost effective and therefore warrant detailed
analysis
3) For each measure, prepare a preliminary estimate of energy or water cost savings including
assumptions used to estimate savings.
Meet with Agency to Present Preliminary findings prior to thorough analysis. Describe how the
projected project economics meet the Agency's terms for completing the Technical Energy Audit
and Proposal Contract. Discuss assessment of energy use, savings potential, project
opportunities, and potential for developing an energy performance contract. Develop a list of
recommended measures for further analysis. The Agency's rejection of calculations of savings,
potential savings allowed, or project recommendations shall be at the risk of the Contractor.
g. Establish base year consumption if an IPMVP option C is Planned.
1) Establish base year consumption by examining utility bills for the past three years for
electricity, gas, steam, water, etc. Present base year consumption in terms of energy units
(kWh, kW, ccf, Therms, gallons, or other units used in bills), in terms of dollars, and in terms
of dollars per square foot. Describe the process used to determine the base year
(averaging, selecting most representative contiguous 12 months, etc.). Consult with facility
personnel to account for any anomalous schedule or operating conditions on billings that
could skew the base year representation. Contractor will account for periods of time when
equipment was broken or malfunctioning in calculating the base year.
2) Propose adjustments to the baseline for energy and water saving measures that will be
implemented in the future.
h. Analyze savings and costs for each energy and water saving measure
1) Follow the methodology of ASHRAE or other nationally -recognized authority following the
engineering principle(s) identified for each retrofit option
2) Utilize assumptions, projections and baselines which best represent the true value of future
energy or operational savings. Include accurate marginal costs for each unit of savings at the
time the audit is performed, documentation of material and labor cost savings, adjustments to
the baseline (if IPMVP option C is chosen) to reflect current conditions at the facility,
calculations which account for the interactive effects of the recommended measures.
3) Use best judgment regarding the employment of instrumentation and recording durations so
as to achieve an accurate and faithful characterization of energy use
4) Use markups and fees stated above in all cost estimates.
5) Develop a preliminary measurement and verification plan for each measure
i. Prepare a draft Technical Energy Audit Report. The report provides an engineering and
economic basis for negotiating a potential Energy Performance Contract between the Agency
and the Contractor. The report shall be completed within 120 calendar days of the date of
execution of this Contract. The report shall include:
1) Overview
a) Contact information
b) Summary table of recommended energy and water saving measures, with total design
and construction cost, annual maintenance costs, the first year cost avoidance (in
dollars and energy units), and simple payback
c) Summary of annual energy and water use by fuel type and costs of existing or base
year condition.
d) Calculation of cost savings expected if all recommended measures are implemented,
and total percentage savings of total facility energy cost.
e) Description of the existing facility including square footage.
f) Summary description of measures, including estimated costs and savings.
g) Discussion of measures considered but not investigated.
h) Conclusions and recommendations
2) Base year energy use if option C of the IPMVP is chosen
a) Description and itemization of current billing rates, including schedules and riders.
b) Summary of all utility bills for all fuel types and water
c) Identification and definition of base year consumption and description of how
established if option C of the IPMVP is chosen.
d) Reconciliation of estimated end use consumption (i.e. lighting, cooling, heating, fans,
plug loads, etc) with with base year (include discussion of any unusual findings if any)
3) Full description of each energy and water saving measure including:
a) Written description
(1) Existing conditions
(2) Description of equipment to be installed and how it will function
(3) Present the plan for installing or implementing the recommendation.
b) Savings calculations
(1) Base year energy use and cost if option C of the IPMVP is chosen.
(2) Post -retrofit energy use and cost if option C of the IPMVP is chosen.
(3) Savings estimates including analysis methodology, supporting calculations and
assumptions used.
(4) Annual savings estimates. The cost savings for all energy saving measures must
be estimated for each year during the contract period. Savings must be able to be
achieved each year (cannot report average annual savings over the term of the
contract).
(5) Savings estimates must be limited to savings allowed by the Agency as
described above.
(6) Percent cost -avoidance projected
(7) Description and calculations for any proposed rate changes
(8) Explanation of how savings interactions between retrofit options is accounted for
in calculations.
(9) Operation and maintenance savings, including calculations and description.
Ensure that maintenance savings are only applied in the applicable years and
only during the lifetime of the particular equipment.
(10) If computer simulation is used, include a short description and state key input
data. If requested by Agency, access will be provided to the program and all
assumptions and inputs used, and/or printouts shall be provided of all input files
and important output files and included in the Technical Energy Audit with
documentation that explains how the final savings figures are derived from the
simulation program output printouts
(11) If manual calculations are employed, formulas, assumptions and key data shall
be stated.
(12) Conclusions, observations, caveats
c) Cost estimate -- detailed scope of the construction work needed, suitable for cost
estimating. Include all anticipated costs associated with installation and
implementation. Provide specifications for major mechanical components as well as
detailed lighting and water fixture counts. This is required for Colorado state agencies
and higher education institutions per C.R.S. 24-30-2002(3). This is required for
Colorado local governments per C.R.S.29-12.5-102(2).
(1) Engineering/design costs
(2) Contractor/vendor estimates for labor, materials, and equipment; include special
provisions, overtime, etc., as needed to accomplish the work with minimum
disruption to the operations of the facilities.
(3) Permit costs
(4) Construction management fees
(5) Environmental costs or benefits (disposal, avoided emissions, handling of
hazardous materials, etc.)
(6) Note that all markups and fees stated in this Contract shall be used in the cost
estimates, unless otherwise documented due to change in scope or size of
project or other unforeseen circumstances.
(7) Conclusions, observations, caveats
(8) Other cost categories as defined above under "markups" in Section 3b above.
d) Other
(1) Preliminary measurement and verification plan, following the International
Performance Measurement and Verification Protocol (IPMVP), explaining how
savings from each measure is to be measured and verified (stipulated by
Contract, utility bill analysis, end -use measurement and calculation, etc.). The
Preliminary M&V plan shall follow the format provided in Exhibit C: Guidelines for
Draft Monitoring and Verification Plan.
(2) Complete appendices that document the data used to prepare the analyses.
Describe how data were collected.
Meet with Agencv to:
Review the recommendations, savings calculations and impact of the measures on the
operations of the facility. Describe how the projected project economics meet the Agency's terms
for completing the Technical Energy Audit and Performance Contract Proposal. Discuss the
willingness and capability of Agency to make capital contributions to the project to improve the
economics of the overall project.
k. Revise Audit as directed by Agencv.
I. Prepare a Performance Contract Proposal (Term Sheet) In anticipation of Contractor and
Agency entering into an Energy Performance Contract to design, install, and monitor the energy
and water saving measures proposed in the Technical Energy Audit Report, Contractor shall
prepare a proposal for terms to be incorporated in a Energy Performance contract to include:
1) Project Cost is the total amount Agency will pay for the project and Contractor's services.
Costs must be consistent with maximum markups and fees established above. Costs may
include but are not limited to: engineering, designing, packaging, procuring, installing (from
Technical Energy Audit Report results); performance/payment bond costs; construction
management fees; commissioning costs; maintenance fees; monitoring fees; training fees;
legal services; overhead and profit; other markups.
2) Include a List of Services that will be provided as related to each cost.
3) Expected term of the Energy Performance Contract.
4) Description of how the project will be financed including available interest rates and financing
terms, based on interest rates likely available to Agency at this time, and based on a 60-day
and 90-day lock option.
5) Explanation of how the savings will be calculated and adjusted due to weather (such as
heating and cooling degree days), occupancy or other factors. Monitoring and verification
methods must be consistent with the International Performance Monitoring and Verification
Protocol 2000.
6) Analysis of annual cash flow for Agency during the contract term.
EXHIBIT B
Payment for Audit:
As given in the Model Technical Energy Audit & Project Proposal Contract of the RFP, (Attachment F):
Agency shall have no payment obligations under this contract provided that CONTRACTOR
and Agency execute an Energy Performance Contract within 90 days, or such longer period as
the parties may mutually agree, after submission and acceptance by Principal Representative
of the final Technical Energy Audit report and Project Development Proposal by
CONTRACTOR to Agency.
Should the CONTRACTOR determine any time during the Technical Energy Audit that savings
cannot be attained to meet Agency's terms as set forth in the RFP, the Technical Energy Audit
will be terminated by written notice of the CONTRACTOR to the Agency. In this event this
Contract shall be cancelled and Agency shall have no obligation to pay, in whole or in part, the
amount specified in this paragraph.
Agency shall have no payment obligations under this Contract in the event that
CONTRACTOR's final Technical Energy Audit report does not contain a package of energy
and water saving measures which, if implemented, will provide the Agency with cash savings
to meet the following terms: Sufficient to fund Agency's payments of all costs and fees
associated with the Energy Performance Contract, including 1) the fee associated with the
Technical Energy Audit, 2) any annual fees for monitoring and maintenance to the
CONTRACTOR, 3) all monthly payments on a lease purchase agreement to finance the
measures. Analysis will be based on proposed financing terms over a desired ten- to fifteen -
year period, with a maximum financing period as specified under "Contract Term" below, and
with a fixed rate of interest actually available to Agency.
J a HNSON
CONT LS
Johnson Controls, Inc.
Controls Group
507 East Michigan Street
Post Office Box 423
Milwaukee, WI 53201-0423
Tel. 414/524 4000
DELEGATION OF AUTHORITY
The undersigned, President of Johnson Controls, Inc., a Wisconsin
corporation, pursuant to the authority vested in him by a certain resolution
adopted by the Board of Directors of the Company on January 23, 1980, hereby
authorizes
Gary Kummer
Regional Solutions Manager
Northwest Region
10289 West Centennial Road
Littleton, CO 80127
to perform, on behalf of the company, the acts described below:
To execute and deliver any and all contracts for the performance of
work, sale of goods, and furnishing of services, and any other
instruments in connection therewith and in the ordinary course of
business.
This authority does not extend to:
a. the execution of surety, performance or bid bonds;
b. the signing of any notes, contracts, or any other agreement to
borrow money in the name of the Company; and
C. the signing, on behalf of the Company, of any deeds, abstracts,
offers of purchase, or any other instruments pertaining to the
purchase or sale of real property.
This authority shall remain in full force and effect until revoked in writing
by the President of the company.
Signed and sealed at Milwaukee, Wisconsin, this 4th day of March
2005 .
In the event of any such early termination by the City, the Professional shall be paid for services
rendered prior to the date of termination, subject only to the satisfactory performance of the
Professional's obligations under this Agreement. Such payment shall be the Professional's sole right and
remedy for such termination.
4. Design. Project Indemnity and Insurance Responsibility. The Professional shall be
responsible for the professional quality, technical accuracy, timely completion and the coordination of all
services rendered by the Professional, including but not limited to designs, plans, reports, specifications,
and drawings and shall, without additional compensation, promptly remedy and correct any errors,
omissions, or other deficiencies. The Professional shall indemnify, save and hold harmless the City, its
officers and employees in accordance with Colorado law, from all damages whatsoever claimed by third
parties against the City; and for the City's costs and reasonable attorneys fees, arising directly or
indirectly out of the Professional's negligent performance of any of the services furnished under this
Agreement. .The Professional shall maintain commercial general liability insurance in the amount of
$500,000 combined single limits, and errors and omissions insurance in the amount of $1,000,000.
5. Compensation. In consideration of the services to be performed pursuant to this
Agreement, the City agrees to pay Professional a fixed fee in the amount of Forty Five Thousand Eight
Hundred Eighty One Dollars and Fifty Two Cents ($45,881.52). Monthly partial payments based upon
the Professional's billings and itemized statements are permissible. The amounts of all such partial
payments shall be based upon the Professional's City -verified progress in completing the services to be
performed pursuant hereto and upon the City's approval of the Professional's actual reimbursable
expenses. Final payment shall be made following acceptance of the work by the City. Upon final
payment, all designs, plans, reports, specifications, drawings, and other services rendered by the
Professional shall become the sole property of the City.
6. City Representative. The City will designate, prior to commencement of work, its project
representative who shall make, within the scope of his or her authority, all necessary and proper
decisions with reference to the project. All requests for contract interpretations, change orders, and
other clarification or instruction shall be directed to the City Representative.
7. Project Drawings. Upon conclusion of the installation project and before final payment,
the Professional shall provide the City with reproducible drawings of the project containing accurate
information on the project as constructed for work requiring permitting. Drawings shall be of archival,
prepared on stable mylar base material using a non -fading process to provide for long storage and high
quality reproduction. "CD" disc of the as -built drawings shall also be submitted to the owner in and
AutoCAD version no older then the established city standard.
8. Monthly Report. Commencing thirty (30) days after the date of execution of this
Agreement and every thirty (30) days thereafter, Professional is required to provide the City
Representative with a written report of the status of the work with respect to the Scope of Services, Work
Schedule, and other material information. Failure to provide any required monthly report may, at the
option of the City, suspend the processing of any partial payment request.
9. Independent Contractor. The services to be performed by Professional are those of an
independent contractor and not of an employee of the City of Fort Collins. The City shall not be
responsible for withholding any portion of Professional's compensation hereunder for the payment of
FICA, Workers' Compensation, other taxes or benefits or for any other purpose.
10. Personal Services. It is understood that the City enters into this Agreement based on the
special abilities of the Professional and that this Agreement shall be considered as an agreement for
personal services. Accordingly, the Professional shall neither assign any responsibilities nor delegate
any duties arising under this Agreement without the prior written consent of the City.
11. Acceptance Not Waiver. The City's approval of drawings, designs, plans, specifications,
reports, and incidental work or materials furnished hereunder shall not in any way relieve the
Professional of responsibility for the quality or technical accuracy of the work. The City's approval or
acceptance of, or payment for, any of the services shall not be construed to operate as a waiver of any
rights or benefits provided to the City under this Agreement.
12. Default. Each and every term and condition hereof shall be deemed to be a material
element of this Agreement. In the event either party should fail or refuse to perform according to the
terms of this agreement, such party may be declared in default.
13. Remedies. In the event a party has been declared in default, such defaulting party shall
be allowed a period of ten (10) days within which to cure said default upon receipt of written notice of
default. In the event the default remains uncorrected, the party declaring default may elect to (a)
terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific
performance; or (c) avail himself of any other remedy at law or equity. If the non -defaulting party
commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to
the non -defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred
because of the default.
14. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire
agreement between the parties and shall be binding upon said parties, their officers, employees, agents
and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives,
successors and assigns of said parties.
15. Law/Severability. The laws of the State of Colorado shall govern the construction,
interpretation, execution and enforcement of this Agreement. In the event any provision of this
Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding
shall not invalidate or render unenforceable any other provision of this Agreement.
16. Special Provisions. Special provisions or conditions relating to the services to be
performed pursuant to this Agreement are set forth in Exhibit "B", consisting of one (1) page, attached
hereto and incorporated herein by this reference.
THE CITY OF FORT COLLINS, COLORADO
By: rla�t��
me B. O'Neill II, CPPO, FNIGP
Directo urchasing & Risk Management
JohnsQn,Controls, Iric.
By ,/
Title: ku vn mtc-r, iL
CORPORATE IESIDENT OR VICE PRESIDENT
Date: —7 I t z- I b(,
ATTES ,
(Corporate Seal)
Corporate Secretary
Donna L Stark
My Commission Expires
June12,2007
�OU471 ) ow. w.
EXHIBIT "A"
The Technical Energy Audit and Performance Proposal Contract shall be performed as described below:
a. Process
This will be an interactive approach in working with Agency, following these steps:
1) Preliminary Assessment of Needs and Opportunities
a) Meet with Agency to establish interests, plans, problems, etc. related to facilities and
operation of facilities.
b) Collect data and background information on buildings, equipment and facilities
operation
c) Perform a preliminary walk-through of facilities and interview staff and occupants to
identify potential measures
d) Meet with Agency to present prelminary findings and establish agreement on
measures to analyze
2) Preliminary Analysis of Measures
a) Meet with the City to review Measaurement and Verification options and set initial
M&V Plan
b) Conduct a preliminary analysis of potential measures
c) Meet with Agency to present preliminary findings and establish agreement on
measures to further analyze
3) Further Analysis and Audit Report
a) Further analyze measures
b) Establish a bas year consumption if IPMVP option C is to be used.
c) Develop a draft Technical Energy Audit Report
d) Meet with Agency to present results
e) Prepare final Technical Energy Audit Report
4) Performance Contract Proposal
a) Develop performance contract proposal
b) Meet with Agency to present results and negotiate final terms
b. Scope Guidelines and Requirements
1) Scope of Work. This Energy Performance Contract is intended to focus on the following
areas:
a) Energy conservation measures and facility improvement measures in City facilities
provided in Exhibit ??: Facilities List.
b) Initial targeting list of facilities and measures that could meet the Leadership in Energy
and Environmental Design for Existing Buildings (LEED EB) criteria.
c) Facility parking lot lighting.
d) Irrigation systems where facilities provide water for irrigation.
e) Renewable energy sources.
2) Energy Performance Contract Term. The Energy Performance Contract Term shall have a
term no greater than 25 years and no greater than the cost -weighted average lifetime of the
equipment, as legislated by This is required for Colorado state agencies and higher
education institutions per C.R.S. 24-30-2001(1)(d) ). This is required for Colorado local
governments per C.R.S.29-12.5-101(3)(h). Agency's goal is for a term no greater than
Desired Financing Term (12 years is typical unless major infrastructure improvements are
involved) years.
3) Annual Guaranteed Energy and Cost Savings. The annual guarantee is required for the
entire financing term, however Agency has the option to terminate the guarantee at any
time after the first three years of the contract term provided the annual guaranteed energy
and cost savings were achieved each prior year. This is required for Colorado state
agencies and higher education institutions per C.R.S. 24-30-2001(1)(c). This is required
for Colorado local governments per C.R.S.29-12.5-101(3)(c). The guarantee is based on
cost savings attributable to all energy saving measures, and must equal or exceed all
project costs each year during the contract period. Annual project costs include debt
service, Contractor fees, maintenance services, monitoring services, and other services.
4) Contractor shall reserve up to 2% of annually guaranteed savings for Agency to hire an
independent third -party professional to review the ESCO's monitoring and verification
reports and advise Agency of compliance in monitoring and verifying savings. Note:
Assume that this oversight would be 10% of the cost of the ESCO's m&v -- typically less
than 1 % of the overall project cost
5) Excess Savings. Annual cost savings beyond the guaranteed minimum savings will be
retained by Agency, and will not be allocated to shortfalls in other years.
6) Annual Savings Estimates: The utility and operational and maintenance cost savings for
all measures must be estimated for each year during the contract period. This is required
for Colorado state agencies and higher education institutions per C.R.S. 24-30-
2001(1)(b). This is required for Colorado local governments per C.R.S.29-12.5-101(3)(b).
7) Note: Insert section from Request for Proposals (Attachment A): Performance Contract
Terms & Conditions
8) Allowable cost and savings factors approved for consideration. Agency will provide
Contractor with sufficient guidance to develop savings estimates.
a) Payment sources that can be negotiated:
i) Energy and water cost savings
ii) Agency material/commodity savings, including scheduled replacement of parts
(only for years that these cost savings are applicable)
iii) Outside labor cost savings, including maintenance contracts
iv) Agency in-house labor costs
v) Agency deferred maintenance cost
vi) Offset of future Agency capital cost
vii) Outside incentive funds (utility incentives, grants, etc.)
viii)Any savings related to maintenance and operation of the facilities will be
limited to those that can be thoroughly documented.
b) The following items may be negotiated:
i) Escalation rates that apply to each payment source. These are rates to be
used in cash flow projections for project development purposes. Note:
Check with your local utilities to ensure reasonableness. Also note that rates
could vary in different years during the contract term.
ii) Interest rates (municipal tax-exempt rates for public institutions)
iii) Agency cash outlay (Agency's sole discretion)
c) The following markup costs are disclosed to provide Agency with typical project
costing approach for a project of similar scope and size. These rates will be used
in the Technical Energy Audit and subsequent Energy Performance Contract,
however, scope and size of project may change and necessitate a change in the
markups provided below.
Johnson Controls will apply a one-time mark-up of 15% for overhead and
10% for profit for this project that will be applied across all direct job
cost categories that include:
✓ Material (Equipment, supplies, rentals)
✓ JCI Labor
✓ Subcontractor Labor
d) Fees: Identify fees that you typically use in your pricing structure:
FEES
MARKUP
YEARS APPLIED
CATEGORY OF FEE
HOW DETERMINED & USED
ON FEE
(one-time, annual, etc)
(if any)
Audit Contract
$.06 cents per square foot
-0-
One-time fee (may be
_applied inphases)
764,692 square feet X $.06 = $45,881.52 which is the total cost of the audit for the City facilities
listed in the RFP.
For the performance contracting, Johnson Controls will apply fees by
Passing through direct costs with no mark-up for this project on the
following categories:
✓ Mileage
✓ Bonds
✓ Permits
✓ Insurance
For the Performance contract, the following categories are not marked -up or
defined with a fee because they are included in the overhead mark-up associated
with direct job costs. These include:
✓ Account management
✓ Performance guarantee
✓ Standard material / equipment warrantees
✓ Legal services
✓ Administrative work
c. Collect data and background information from Agency concerning facility operation and energy
use for the most recent three years from the effective date of this Contract as follows.
1) Building square footage.
2) Construction data of buildings and major additions including building envelope
3) Utility company invoices
4) Occupancy and usage information
5) Description of all energy -consuming or energy -saving equipment used on the premises, as
available.
6) Description of energy management procedures utilized on the premises
7) Description of any energy -related improvements made or currently being implemented
8) Description of any changes in the structure of the facility or energy -using or water -using
equipment
9) Description of future plans regarding building modifications or equipment modifications and
replacements
10) Drawings, as available (may include mechanical, plumbing, electrical, building automation
and temperature controls, structural, architectural, modifications and remodels)
11) Original construction submittals and factory data (specifications, pump curves, etc.), as
available
12) Operating engineer logs, maintenance work orders, etc., as available
13) Records of maintenance expenditures on energy -using equipment, including service
contracts
14) Prior energy audits or studies, if any
Agency agrees to work diligently to furnish Contractor, upon request, accurate and complete data
and information as available. Where information is not available from Agency, Contractor will
make a diligent effort to collect such information through the facility inspection, staff interviews,
and utility companies.
Contractor agrees to work diligently to assess validity of information provided and to confirm or
correct the information as needed.
d. Identify Potential measures
1) Interview the facility manager, maintenance staff, subcontractors and occupants of each
building regarding:
a) Facility operation, including energy management procedures
b) Equipment maintenance problems
c) Comfort problems and requirements
d) Equipment reliability
e) Projected equipment needs
f) Occupancy and use schedules for the facility and specific equipment.
g) Facility improvements — past, planned and desired
2) Inspect major energy -using equipment, including lighting (indoor and outdoor), heating and
heat distribution systems, cooling systems and related equipment, automatic temperature
control systems and equipment, air distribution systems and equipment, outdoor ventilation
systems and equipment; exhaust systems and equipment; hot water systems, electric
motors, transmission and drive systems, special systems (kitchen/dining equipment, etc.),
renewable energy systems, other energy using systems, water consuming systems (restroom
fixtures, water fountains, irrigation systems, etc.)
3) Perform "late -night" surveys outside of normal business hours or on weekends to confirm
building system and occupancy schedules, if deemed necessary.
4) Develop a preliminary list of potential energy and water saving measures. Consider the
following for each system:
a) Comfort and maintenance problems
b) Energy use, loads, proper sizing, efficiencies and hours of operation
c) Current operating condition
d) Remaining useful life
e) Feasibility of system replacement
f) Hazardous materials and other environmental concerns
g) Agency's future plans for equipment replacement or building renovations
h) Facility operation and maintenance procedures that could be affected
i) Capability to monitor energy performance and verify savings
Agency will allow Contractor reasonable access to facility staff to ensure understanding of
existing systems and opportunities.