HomeMy WebLinkAboutCORRESPONDENCE - RFP - 7075 HOME EFFICIENCY PROGRAM (2)Rev 02/2010
January 2, 2014
EnergyLogic
Attn: Mr. Will Lorey
PO Box N
Berthoud, CO 80513
will.lorey@nrglogic.com
RE: Renewal, 7075 Home Efficiency Program
Dear Mr. Lorey:
The City of Fort Collins wishes to extend the agreement term for the above captioned proposal
per the existing terms and conditions and the following:
The term will be extended for one (1) additional year, January 1, 2014 through December 31,
2014.
If the renewal is acceptable to your firm, please sign this letter in the space provided include a
current copy of insurance naming the City as an additional insured and return all
documents to the City of Fort Collins, Purchasing Division, P. O. Box 580, Fort Collins, CO
80522, within the next fifteen days.
If this extension is not agreeable with your firm, we ask that you send us a written notice stating
that you do not wish to renew the contract and state the reason for non-renewal.
Please contact Pat Johnson, Senior Buyer at (970) 221-6816 if you have any questions
regarding this matter.
Sincerely,
Gerry S. Paul
Director of Purchasing and Risk Management
__________________________________________ ________________
Signature Date
(Please indicate your desire to renew 7075 by signing this letter and returning it to Purchasing
Division within the next fifteen days.)
GSP:ll
Financial Services
Purchasing Division
215 N. Mason St. 2nd Floor
PO Box 580
Fort Collins, CO 80522
970.221.6775
970.221.6707- fax
fcgov.com/purchasing
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
1/8/2014
1
Exhibit A
Scope of Work for
Efficiency Audits – Home Efficiency Program
BACKGROUND
In response to aggressive goals in adopted City policies, Fort Collins Utilities (Utilities) provides
robust programs to residential customers in the areas of energy and water conservation.
(Climate Action Plan at http://www.fcgov.com/climateprotection/pdf/climate_action_plan.pdf,
Energy Policy at http://www.fcgov.com/electric/pdf/energy-policy.pdf,
Water Conservation Plan at http://www.fcgov.com/water/pdf/conservation-plan.pdf).
The focus of these programs is installed improvements that deliver energy and water savings,
while in many cases also providing other homeowner benefits. The programs are designed to
meet consumer needs for credible information and guidance, skilled and trusted contractors,
affordable cost to participate and services that are easy to access.
Utilities’ programs target both the supply infrastructure (contractors) and demand for services
(consumers). To expand the pool of quality service providers, Utilities supports opportunities for
training, mentoring, certification and business development.
Utilities energy efficiency programs also include a focus on quality assurance and control to
ensure the responsible use of ratepayer funds. Utilities provides other programs and services
targeting specific equipment, such as consumer appliances and residential lighting.
2. PROGRAM DESCRIPTION
The Home Efficiency Program (Program) is an audit and home improvement program for
Utilities electric customers. The goal of the Program is the completion of independently verified
energy and water efficiency projects for existing homes.
The program encourages residents to implement energy and water savings improvements by
providing:
• Audits. The Efficiency Audit is a comprehensive standardized audit with visual
inspections and performance testing.
• Home-specific improvement recommendations. Auditors will identify, in a prioritized
list, the top 5 recommended efficiency improvement opportunities found in each home.
These typically include one or a combination of upgrades to the insulation, air sealing,
windows and mechanical systems.
• Energy Advisor Services. Auditors assist homeowners to develop a retrofit plan(s) and
evaluate proposals from Participating Contractors.
• Participating Contractor network. Utilities maintains a list of Participating
Contractors. Customers must have the improvements completed by a Participating
Contractor in order to be eligible for rebates. Contractor lists are maintained through a
formal agreement with Utilities.
• Rebates and financing options. Utilities provides significant rebates and financing for
targeted efficiency measures.
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
2
• Project support and coaching. Customers are encouraged to contact Utilities Program
staff to discuss audit results and improvement recommendations.
• Quality control. Selected improvements are independently verified.
Eligible housing types in this program include single-family detached and attached housing with
separate heating systems. Both owner-occupied and rental properties are eligible (in the case of
rental housing, the program is directed at the owner). Best practices, quality workmanship and a
high level of installed performance are expectations that underlie this program.
3. PROGRAM GOALS
2014 Goals: 600 audits (minimum)
400 completed projects
Utilities does not guarantee Program unit volume.
4. SCOPE OF SERVICES
General
The Efficiency Audit contractor will provide the following services for the Program:
• Pre-audit services
• Audits and reporting
• Energy Advisor Services
• Tracking and reporting
• Billing
• Remote access to the audit schedule (iRate)
Utilities Representatives: Participating auditors are expected to provide a high level of customer
service as representatives of Fort Collins Utilities, and to act as ambassadors for the program.
Pre-Audit Services
The contractor will:
• Request gas usage data from customers desiring an audit
• Follow-up with customers regarding gas usage data until data is received (maximum of 3
follow-up calls)
• Schedule audits through iRate
• Provide sufficient capacity to limit the wait time for audits at less than four weeks.
During the peak winter months, efforts will be made to keep the wait time as low as
possible, with a goal of no more than four weeks.
• Conduct intake interviews
Audit Scope
The contractor will:
• Identify key customer concerns and goals
• Provide a technical assessment of existing conditions and potential energy and water
efficiency improvements in individual homes
• Evaluate combustion safety hazards
• Educate homeowners about techniques for conserving energy and water
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
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• Direct homeowners to the list of Participating Contractors for proposed measures
• Collect audit fee ($60) from customer when applicable
Audits will be standardized, including the following elements:
• Customer interview
• Display utility bill energy usage via charts and interpret as necessary. Interpretation to
consist of explanation of anomalies or large spikes in usage. Visual assessment of the
interior and exterior of the dwelling, including looking for clues of moisture problems
(i.e., fluorescence on inside face of foundation walls) and issues related to solar gains
(i.e., excess east, south, or west facing unshaded glazing).
• Visual assessment of energy components:
o Insulation
o Heating and cooling equipment and ductwork
o Fireplaces and wood stoves
o Electrical appliances
o Lighting
o Crawl space and attics: enter space and do a general inspection to identify major
thermal bypasses and mechanical system deficiencies (such as disconnected
ductwork and ventilation terminations in the attic).
o Identify window glazing and frame and windows with defective sealing. Glazing
identified as clear, low e and SHGC. Frame material type identified.
• Measurement of whole-house air leakage, using blower door, including measuring the air
leakage connection between the house and the garage.
• Thermal scan of shell, using infrared camera scan (weather permitting).
• Note thermostat information and assist customers as appropriate with set points for
programmable thermostats.
• For gas-fired furnaces: measurement of furnace heat rise and external static pressure
except for newly replaced furnaces.
• Complete combustion safety testing per BPI protocol (gas-fired furnace, water heater,
boiler and oven) unless auditor has knowledge of equipment being replaced in the
immediate future.
• Based on combustion safety testing results, have the owner sign the CO disclosure form
and/or install a CO detector (actions indicated on disclosure form) and provide owner
with CO educational handout.
• Test gas pipe connections for leakage and confirm with bubble test.
• Identification of air handling unit motor size and type using data plate information.
• Measurement of hot water temperature.
• Recommend efficiencies around indoor water consumption based on customer’s winter
quarter average.
• Perform a visual check for water leaks and report noticeable leaks to the customer.
• Provide preliminary recommendations to customer during initial site visit
• Documentation of the audit by taking digital photos of the exterior of the home, specific
problem areas and items pertinent to potential improvements; identify style of home;
verify approximate square footage versus assessors data.
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
4
Audit Pricing:
Contractor will use an “Action Oriented” report format. This format will focus on providing
recommendations and will not contain the detailed explanation behind the recommendations as
used in the 2012 report format. The purpose of this is to allow the auditor to deliver the report to
the homeowner at the end of the audit. A final version of this report will be mailed or emailed to
the homeowner within three days. The pricing for delivering an audit and the Action Oriented
report is as follows:
• Home size up to 3,000 sq. ft.: $308.00 ($60.00 from customers; $248.00 from Utilities;
$308.00 from Utilities in the case of a contest winner)
• Home size 3,000 sq. ft. to 7,000 sq. ft.: $333.00 ($60.00 from customers; $273.00 from
Utilities; $333.00 from Utilities in the case of a contest winner)
• Home size greater than 7,000 sq. ft. requiring significant additional audit time:
negotiated on a case-by-case basis
• Residential homes which contain a commercial business may have an energy audit
performed through the Program. Payment for these homes shall be negotiated on a case-
by-case basis.
• The increased audit fee from 2013 to 2014 is $15.00/audit. This increase is contingent on
the audit reports being delivered within three business days. Failure to submit the reports
within that timeframe will result in audits being paid at 2013 rates.
Post-Audit Services
The contractor will:
• Deliver the Action Oriented report to customer (via mail or email; method to be
determined during audit) and FCU program coordinator within three business days.
• Provide interpretation and relevant collateral materials including On-Bill Financing.
• Make a follow-up phone call to every customer within 2 weeks after audit report is
delivered offering Energy Advisor Services.
• Notify program coordinator of any customer satisfaction or significant health and safety
issues prior to the next business day.
Energy Advisor Services
When the customer requests services, the contractor will:
• Provide energy improvement consultation services. Auditor shall be available for up to 3
hours to help homeowner develop a retrofit plan, interpret the audit report, interpret
contractor proposed scopes of work and match scope of work to homeowner’s energy
saving and comfort goals to their budget.
Energy Advisor Services Pricing:
Energy Advisor services shall be charged at a rate of $65/hour – billable in 15-minute
increments. These services will be tracked to the individual homeowner and invoiced
accordingly.
Consultation and Program Provider Meetings
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
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The contractor may provide additional consultation for the program as requested by the program
manager. Contractor will be expected to participate in periodic meetings for the purpose of
evaluating and improving the Program. Time for consultation and program meetings can be
billed based on the following hourly rate schedule.
Staff
Position
Principal $ 90.00
Auditor
(including
consulting) $ 65.00
Admin $ 45.00
Tracking and reporting
The contractor will:
• Maintain records of audits conducted in iRate
• Maintain records of Energy Advisor Services conducted in iRate
• Grant Utilities read-only access to iRate
Roles of Utilities
• Manage the program
• Market the program
• Provide customer verification
• Provide utility data (electric and water as appropriate) to auditors
• Review draft audit reports as needed. Address any revisions during quarterly meetings.
• Provide collateral materials
• Provide training specific to the program
• Provide CO detectors
Data Ownership
• Customer data is strictly confidential and shall not be used for any purpose other than
conducting audits and inspections.
• Provision of services under the Home Efficiency Program may create data which can be
used for other purposes, such as program evaluation, development of training materials or
worksite protocols. Utilities and contractor will notify each other, and receive approval,
of any intended use program information for other purposes.
Billing
The contractor will:
• Submit monthly invoices with backup documentation including number of audits
conducted, reports delivered, Energy Advisor service hours, consulting hours (e.g.
program meeting hours) to Utilities for payment.
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
6
• Invoices shall contain sufficient detail to determine what homes received what services
and the corresponding dates those services were received.
• Residential homes with commercial businesses shall be billed directly to the Business
Efficiency Program
Contract Amount
The total value of the 2014 contract is estimated to be $194,150. This amount is based on the
contractor performing the 2014 goal of 600 audits times the value of audits.
• 60% less than 3000 SF, $248 ($89,280)
• 35% greater than 3000 SF, $273 ($57,330)
• 5% contest winners, $308 ($9,240)
• Hourly costs for consulting, 500 hours at $65 per hour ($32,500)
• Meetings, 20 hours ($5,800)
The unit goals for this program are based on estimates of customer demand for efficiency audits.
Utilities does not guarantee the contract amount or unit volume of audits.
Future renewals of this contract may have revised goals and associated contract amounts.
DocuSign Envelope ID: AFA5AB83-20B2-429C-BB76-8C0E283BFE17
Certificate of Completion
Envelope Number: AFA5AB8320B2429CBB768C0E283BFE17 Status: Completed
Subject: Renewal letter for 7075 Home Efficiency Program
Source Envelope:
Document Pages: 7 Signatures: 2 Envelope Originator:
Certificate Pages: 5 Initials: 0 Louisa Liu
AutoNav: Enabled
EnvelopeId Stamping: Enabled
215 N Mason St
Fort Collins, CO 80524
lliu@fcgov.com
IP Address: 198.59.47.100
Record Tracking
Status: Original
1/2/2014 12:17:01 PM PT
Holder: Louisa Liu
lliu@fcgov.com
Location: DocuSign
Signer Events Signature Timestamp
Pat Johnson
pjohnson@fcgov.com
CPPO, Senior Buyer
City of Fort Collins
Security Level: Email, Account Authentication
(None)
Completed
Using IP Address: 198.59.47.100
Sent: 1/2/2014 12:20:37 PM PT
Viewed: 1/2/2014 2:54:58 PM PT
Signed: 1/2/2014 2:55:05 PM PT
Consumer Disclosure:
Not Offered
ID:
Gerry Paul
gspaul@fcgov.com
Director of Purchasing & Risk Management
City of Fort Collins
Security Level: Email, Account Authentication
(None)
Using IP Address: 198.59.47.100
Sent: 1/2/2014 2:55:06 PM PT
Viewed: 1/2/2014 2:55:31 PM PT
Signed: 1/2/2014 2:56:59 PM PT
Consumer Disclosure:
Not Offered
ID:
William J. Lorey
will.lorey@nrglogic.com
Security Level: Email, Account Authentication
(None)
Using IP Address: 173.160.50.25
Sent: 1/2/2014 2:57:00 PM PT
Viewed: 1/3/2014 7:58:39 AM PT
Signed: 1/8/2014 1:18:21 PM PT
Consumer Disclosure:
Accepted: 1/8/2014 1:15:16 PM PT
ID: e6c58724-3c9d-4631-a613-0cdf17661074
In Person Signer Events Signature Timestamp
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Louisa Liu
lliu@fcgov.com
Administrative Aide
City of Fort Collins
Security Level: Email, Account Authentication
(None)
Sent: 1/8/2014 1:18:22 PM PT
Resent: 1/8/2014 1:18:24 PM PT
Viewed: 1/21/2014 11:56:12 AM PT
Consumer Disclosure:
Not Offered
ID:
Pat Johnson
pjohnson@fcgov.com
CPPO, Senior Buyer
City of Fort Collins
Security Level: Email, Account Authentication
(None)
Sent: 1/8/2014 1:18:22 PM PT
Consumer Disclosure:
Not Offered
ID:
Todd Musci
tmusci@fcgov.com
Security Level: Email, Account Authentication
(None)
Sent: 1/8/2014 1:18:23 PM PT
Viewed: 1/8/2014 1:25:13 PM PT
Consumer Disclosure:
Not Offered
ID:
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Signing Complete Security Checked 1/8/2014 1:18:23 PM PT
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Consumer Disclosure created on: 10/15/2013 6:07:04 PM
Parties agreed to: William J. Lorey
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