HomeMy WebLinkAboutWORK ORDER - SOLE SOURCE - FRANKLIN ENERGY SERVICES LLCWORK ORDER
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
Franklin Energy Services, LLC
DATED: June 19, 2017
Work Order Number:
Purchase Order Number:
Project Title: Multifamily Buildings Energy Efficiency Program 2017
Commencement Date: August 1, 2017
Completion Date: December 31, 2018
Maximum Fee: (time and reimbursable direct costs):
Project Description:
Scope of Services:
Professional agrees to perform the services
identified above and on the attached forms in
accordance with the terms and conditions
contained herein and in the Professional Services
Agreement between the parties. In the event of a
conflict between or ambiguity in the terms of the
Professional Services Agreement and this work
order (including the attached forms) the
Professional Services Agreement shall control.
The attached forms consisting of ( )
pages are hereby accepted and incorporated
herein, by this reference, and Notice to Proceed is
hereby given.
PROFESSIONAL
By:_______________________________
Date:_____________________________
CITY OF FORT COLLINS
Submitted By: _________________________
Brian Tholl, Special Project Manager
Date: _________________________
Reviewed by: _________________________
Pat Johnson, Senior Buyer
Date: _________________________
Approved by: _________________________
Lisa Rosintoski , CCSU Manager
Date: ________________________
Approved by: _________________________
Gerry6Paul, Purchasing Director (if over $60,000)
Date: _______________________
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DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
SCOPE OF WORK – Multifamily Buildings Energy Efficiency Program 2017
Date: June 19, 2017
Type of Work: Multifamily Buildings Energy Efficiency Program
Operating Company: Fort Collins Utilities
1. Background/Objective
This section of the Scope of Work (SOW) outlines the Multifamily Buildings Energy Efficiency Program
(Program) including the market description and identifying the market barriers that prevent customers with
multifamily properties from making energy efficiency improvements.
Multifamily Buildings Program
Fort Collins Utilities (Company) is driven to provide cost-effective energy saving ideas to its customers. To
promote energy efficiency, the Company offers a variety of programs that encourage customers to use
energy more wisely, purchase energy efficient equipment, and become more knowledgeable of their
energy use.
The goal of the Program is to introduce and engage multifamily building owners with Company’s Demand
Side Management (DSM) products and to deploy DSM measures that will lower the customers’ energy
consumption. The Program will help the Company with an approach to serving the multifamily market
segment that is traditionally difficult to reach.
The Program is designed to be delivered in three Steps:
Stage 1: Customer walk-thru assessment
Stage 2: Direct-install of energy efficient measures
Stage 3: Larger efficiency improvements for individual building systems
Market Description
Target customers for the Program are multifamily properties with five or more units per building. These
customers must be Company electric customers. Both market-rate and low-income qualified buildings will
be eligible to participate. Eligibility will be confirmed during the application process based on account
number and verification with the Company Staff.
Market Barriers
The Program is designed to specifically target multifamily customers and encourage their participation in
energy efficiency programs. Market barriers for multifamily customers include:
• Limited knowledge and awareness of energy savings potential
• Limited awareness of existing Company DSM programs
• Lack of incentive for building owners due to split incentive when owner invests in efficiency
improvements that lowers tenants’ bills
• Lack of incentive for tenants to invest in property they don’t own
• Lack of incentive for tenants to participate due to split incentive when owner pays utility bill and
savings are not passed on to tenants
• Lack of incentive to participate for owners due to current low vacancy rates in multifamily
buildings
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• Lack of incentive to participate for tenants due to low energy costs as an overall percentage of
income
• Inability to manage larger energy efficiency projects due to lack of dedicated staff for such tasks
2. Description of the Work
Franklin Energy (“Consultant”) shall:
• Assist building owners in taking a comprehensive review of their buildings
• Conduct energy assessment that examines overall building performance and provide
appropriate recommendations for both electric (Company) and natural gas savings (Xcel Energy)
• Deliver a dual utility offering for the convenience of the customer.
• Provide independent recommendation reports for each of the participating utilities.
• Encourages movement from single measure projects to multiple projects.
• Pushes stalled projects past the firstǦcost tipping point.
• Give building owners/managers the information needed to justify capital investments.
• Install electric energy saving measures in unit and common areas
• Customers are located through outreach mechanisms developed through Partners in Energy and
forwarded on to Franklin Energy for building assessment scheduling.
• All participants receive an energy assessment of common areas, garages, boiler
rooms, laundry facilities, pools/clubhouses, exteriors, and attics/roofs as applicable.
The assessment may include examination of:
Lighting systems (inǦunit, common area, and exterior)
HVAC (boilers, furnaces, chillers, air conditioning and controls)
Domestic hot water
Building envelope performance (insulation, windows and air sealing)
Appliances and laundry equipment
Irrigation control
Delivering the energy assessment and direct-install measures
Stage 1 of the Program entails completing an energy assessment of qualified multifamily buildings.
Consultant will be responsible for scheduling all necessary appointments to complete this task. The
energy assessment will review the entire building including
:
• Identify simple, low-cost energy efficiency improvements
• Identify larger energy efficiency improvement projects where applicable
• Provide overall assessment of building energy usage and condition
• Billing analysis & review with customer?
• Establish relationship with building owner & staff for future energy efficiency project work
• Schedule direct install visit if possible
Stage 2 of the Program entails the schedule, delivery and installation of direct-install measures. Eligible
direct-install measures include screw-in LED lamps, low-flow showerheads, kitchen and bathroom faucet
aerators, and LED exit sign retrofits. Consultant shall be responsible for scheduling and installing all
identified direct-install measures. The direct installation will include both tenant units and building
common areas.
Consultant will adhere to the following direct-install equipment counts in tenant individual units
• Max of 15 screw-in LED lamps per residential unit.
• Maximum common-area lamp installation per building will be 4 screw-in LED lamps per
residential unit served. i.e. a 16-unit building would have a limit of 64 lamps installed in the
common area.
• Kitchen and bathroom faucet aerators in units not to exceed 3 per unit
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
• Low-flow showerheads not to exceed 2 per unit.
• LED exit sign retrofit kits not to exceed 40 across each building.
Stage 3 of the Program is comprised of customers pursuing and completing additional energy efficiency
opportunities beyond Stage 2 that were identified during the energy assessment. A critical component of
this Program is to pursue larger efficiency projects once the direct-install measures have been delivered.
Consultant shall be responsible for converting customers from Stage 2 to Stage 3 projects, and aiding
customers to select the most appropriate projects based on the assessment.
Once a customer has chosen to pursue a Stage 3 project, Consultant shall remain in their service by
assisting the customer through project completion. The Consultant shall customize the level of service to
meet the expressed needs of the customer. This customization will allow the Consultant and the
Company to learn the range of support services customers request and the time required to provide them
with proper service. This will provide valuable information for future program needs. At a minimum the
Consultant shall offer to provide:
• Review of project bids and make recommendations to customer about those bids
• Support of Stage 3 project implementation activities to the level necessary for each customer to
receive successful pre-approval of their prescriptive and or custom application submissions,
including periodic follow-up with customers which have a proposal but are not taking desired
action on Stage 3 projects.
• Periodic pro-active check-ins with the customer to understand progress, concerns and issues
during the implementation process
The Consultant shall not undertake any of the following activities during Stage 1,2, or 3:
• Deciding on a contractor for the customer (beyond recommendations)
• Execute an implementation contract on behalf of a customer
• Mediate any disputes between contractors and customers, outside of providing advice to the
customer
3. Calendar Date the Work is to Begin
August 1, 2017
4. Calendar Date the Work is to be Completed
December 31, 2017
5. Consultant Responsibilities
Consultant shall be responsible for the following activities:
• General program management
• Reviewing customer applications for Program participation
• Delivering the energy assessment and direct-install measures
• Maintain neutrality in project recommendations.
• Escalate any disputes between property owners and contractors to the applicable Company staff.
• Working with customer to choose appropriate projects for Stage 3 participation
• Assisting customers with project bidding, contracting, etc.
The general guidelines for the program process and reporting requirements are as follows.
Consultant shall supply a monthly status report to Company by the 10th day of each month. The status
report shall include:
• Program participation applications received
• Program participation applications approved
• Energy assessments scheduled
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• Energy assessments completed
• Direct-install activities scheduled
• Direct-install activities completed
• Project pipeline summary
Consultant shall also include in the monthly reporting the multifamily property’s:
o customer name
o customer address
o commercial account number(s)
• For completed energy assessments, Consultant shall provide a copy of assessment to Company
• For completed direct-install deliveries, Consultant shall provide Company with an itemized list of
each measure delivered per building including the cost.
Marketing & Recruiting
This program targets multifamily building owners/managers and tenants within the Company’s service
territory. Annually, the Company will share with the Consultant their targeted multifamily participation plan.
Primary marketing will be done by the Company or indirectly through leads generated by Partners In
Energy. Consultant upon the Company’s request will provide resources to develop program marketing
material billable on a time and material basis.
Consultant will participate as requested in all planned meetings and presentations for the planning and
execution of participant recruitment. This may include but is not limited to: multiple in person or phone
meetings with Company representatives on customer targeting, PowerPoint presentation development (if
required) to be delivered to targeted customers and targeted customer meeting or presentation.
Consultant will work collaboratively with the Company’s marketing representatives as well as
representatives from Partners In Energy to guide and develop marketing collateral for the program.
Specifically, the consultant shall be responsible for developing a branded assessment report for all
participants to include: a cover letter, stage 2 opportunities, stage 3 opportunities including estimated
savings and rebates, and a next steps page. The report template will be provided to the Company for
review and confirmation that it meets all Company brand standards.
6. Participation Expectations
Consultant must report on participation and savings in the monthly progress report provided to the
Company. Consultant expects to target participation by building with assumption of 12+ units per
building. Monthly tracking will ensure budget management.
Consultant’s participation estimates are outlined below:
PARTICIPATION 2017
Multifamily Building
Assessments 30-35
Stage 3 of the Pilot is comprised of customers pursuing and completing additional energy efficiency
opportunities beyond Stage 2 that were identified during the energy assessment. Pipeline management
and Stage 3 participation is critical to the success of the program and a future development of a regional
effort. The Program is forecast to serve a minimum of 2 buildings beyond Stage 2, but that is only a
guideline based on historical participation in other DSM programs. Consultant shall be responsible for
converting customers from Stage 2 to Stage 3 projects, and aiding customers to select the most
appropriate projects based on the energy assessment.
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
7. Deliverables
The following are general deliverables required of Consultant for the Program.
Monthly Reporting
Consultant shall supply a status report monthly to the Company by the 10th business day of the month.
Invoicing
Consultant shall provide a monthly invoice to Company by the 10th business day of each month. The
monthly invoice, accompanied by the monthly status report shall be provided in electronic format and
include:
• Consultant name
• Consultant address
• Consultant contact information
• Invoice date
• Invoice number
• Company contract number and release number
• Itemized list of work performed
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
Pricing
Pricing
1.0 2017 program budget and contract value is not to exceed $60,000.00. The Consultant shall bill
Company monthly for Services in accordance with the fee schedule below within approved
budget noted above:
1.1 One Time Start Up Fee: $14,875 billed upon fully executed agreement. This fee covers
work identified in section 5 – Consultant Responsibilities and section 7 – Deliverables, including
(but not limited to) working with City representatives to generate a customer facing report
template, establishing monthly program status report template(s), coordination work
communication between Company and overlapping utilities, development of quality assurance /
quality control guidelines and workflows and acting as consultant for new program marketing
materials.
1.2 Fixed Monthly Administrative Costs: This fee covers labor for project coordinator and
program manager time associated with ongoing monthly reporting and general program
management activities including inventory control, quality control, invoicing and staff
management.
Fixed Fee 2017
Monthly Fixed Fee $456
1.3 Building Assessments: Consultant shall bill the Company a flat fee of $225.00 per
completed building assessment, defined by when the assessment report is delivered to the
customer. Consultant is responsible for obtaining remaining payment from Xcel Energy.
1.4 Program Support Activities: Consultant shall invoice the Company in accordance with
the table below for all hourly activity performed for Stage 3 activities outlined in 2.0 in the Scope
of Work or for those tasks that fall outside this Scope of Work but directed by the Company.
Time and Materials Bill Rates
Position Hourly Bill Rate
Senior Management $140.00
Program Manager $125.00
Data Specialist $90.00
Energy Advisor $85.50
Marketing Specialist $82.00
Project Coordinator $72.00
Field Technician $72.50
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
1.5 Cost Per DI Measure – Consultant shall bill Company in accordance with the table below
for all direct install (DI) measures installed.
Multifamily Direct Install Pricing
Measure Name Description Total Cost
Showerhead (handheld) 1.5 gpm (electric water heat) $ 21.51
Showerhead 1.5 gpm (electric water heat) $ 14.90
Bath Aerator Bath 1.0 gpm (electric water heat) $ 4.17
Kitchen Aerator Kitchen 1.5 gpm (electric water heat) $ 4.83
LED Globe LED, G25 Globe, 6W (40W Equiv.) $ 7.57
14W Flood LED, BR30 Flood, 8W (60W Equiv.) $ 8.02
Value LED LED, A19, 9W (60W Equiv.) Value-Line $ 5.83
Energy Star LED LED, A19, 9W (60W Equiv.) Standard $ 6.81
Candelabra LED, B11 Candelabra, 5W (40W Equiv.) $ 7.22
LED Exit Sign LED, Exit Sign Retrofit Cylinder $ 37.08
Costs per measure above includes both materials and the labor required to install each.
Accounts and Payment
2.0 Consultant shall invoice Company monthly by cost component as defined in Section 2.
2.1 Invoices shall be in a format agreed to between the Consultant and Company. The Consultant
can arrange a schedule with the Company Representative regarding how often completed projects are
turned in for processing/payment, but no less than monthly. Invoices will be paid within 30 days of receipt
unless a billing item has been disputed by Company.
2.2 If the amount requested for reimbursement by the Consultant is not to be paid in full by Company,
Company will notify the Consultant within 15 days of, receipt of invoice, with the reasons for disapproval.
If the disapproval is due to the absence of supporting documentation, the Consultant shall have the
opportunity to provide the information and Company shall pay the previously disapproved invoice within
30 days of receiving complete documentation.
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE
HQ16-1765/PO DSM Audit-Advising-Technical Services
Page 19 of 19
EXHIBIT D
2017 Hourly Rate Sheet
Nexant Energy Efficiency and Delivery 2017 Hourly Rates
Consulting Function Position Title Hourly Billing Rate
Project Oversight Vice President $180
Project Oversight Principal $170
Project Oversight Senior Project Manager II $165
Project Oversight Senior Project Manager I $155
Project Manager Project Manager II $150
Project Manager Project Manager I $140
Project Manager Senior Project Engineer II $135
Project Manager Senior Project Engineer I $125
Project Support Project Engineer II $120
Project Support Project Engineer I $115
Project Support Engineer II $110
Project Support Engineer I $105
Project Support Technician II $90
Project Support Technician I $85
Project Support Engineer Intern $75
Administrative Support Administration $75
Nexant Strategy and Planning 2017 Hourly Rates
Position Title Hourly Billing Rate
Senior Vice President $350
Principal Economist $325
Vice President $275
Principal $225
Managing Consultant $200
Senior Consultant $180
Consultant $160
Senior Analyst $150
Project Analyst $140
Analyst $130
Project Engineer $120
Engineer $110
Project Coordinator/Administrative Support $75
DocuSign Envelope ID: 0256F0B9-54F4-4CDA-94CC-1EF1E6E99EBE