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2009-27192 ResoRESOLUTION NO. 2009-27192 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, FINDING THAT THE FOLLOWING RECOMMENDED ENERGY CONSERVATION MEASURES (ECM'S) ARE DEEMED FEASIBLE: ECM NOS. 1, 3, 5, 6, 7, AND 10 (AS IDENTIFIED IN THE EXECUTIVE SUMMARY REPORT, -DATED AUGUST 28, 2009, PREVIOUSLY SUBMITTED TO THE CITY COMMISSION); AUTHORIZING THE CITY MANAGER TO NEGOTIATE ENERGY PERFORMANCE CONTRACTS WITH AMERESCO, INC. DETAILING THE TERMS AND CONDITIONS RELATED TO THE IMPLEMENTATION OF THE PROJECT PROPOSAL FOR EACH INDIVIDUAL RECOMMENDED ECM (AS STIPULATED IN THE ENERGY AUDIT AGREEMENT BETWEEN THE CITY AND AMERESCO, INC. AND AS SELECTED BY THE CITY COMMISSION PURSUANT TO THIS RESOLUTION). WHEREAS, the Energy Savings Contractor (ESCO), Ameresco, Inc., was selected by the City to perform an investment grade energy audit to identify energy and resource conservation measures; and WHEREAS, Ameresco, Inc. has completed its Preliminary Energy Audit Assessment and has identified a list of Energy Conservation Measures (ECM's) which it has deemed to be feasible by virtue of the projects generating more savings than the anticipated costs of implementation; and WHEREAS, the Finance and Citywide Projects Committee reviewed a more extensive list of ECM's (originally prepared by Ameresco) and at its August 24, 2009 meeting, recommended the six (6) ECM's identified in this Resolution and the accompanying City Commission Memorandum (which Memorandum is incorporated by reference hereto); and WHEREAS, upon approval by the City Commission of a list of feasible ECM's, Ameresco and the Administration will proceed to the next step in the ECM's project implementation, which is to negotiate contract(s) for construction and implementation of the respective measures. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND THE CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby approve ECM's Nos. 1, 3, 5, 6, 7, and 10 (as identified in the Executive Summary Report, dated August 28, 2009, previously submitted to the City Commission) as the feasible project list of ECM's; and, further, that the City Manager is directed to negotiate individual Energy Performance contracts with Ameresco, Inc. to provide for the implementation of the recommended ECM's (as stipulated in the Energy Audit Agreement between the City and Ameresco, Inc. and as selected by the City Commission pursuant to this Resolution). PASSED and ADOPTED this A T: ~~ ACA t:~t i ~~a ,- CITY CLE T: WGENDA\2009\September 9th day of September , 2009. ay APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION COMMISSION ITEM SUMMARY A Resolution that recommended ECM's are deemed feasible and authorizing the City Manager to solicit specific project proposals for the recommended ECM's and further to negotiated energy performance contract with Ameresco. C:nndensed Title: Key Intended Outcome Supported: Enhance the Environmental Sustainability of the community. Supporting Data (Surveys, Environmental Scan, etc.): N/A Issue: Shall the Mayor and City Commission approve the Resolution? Item Summa /Recommendation: In 2008, the City completed a competitive selection process to identify a company to perform a comprehensive energy and resource conservation analysis for the City. The firm Ameresco, Inc. was selected to be the Energy Savings Contractor (ESCO). A letter to Commission (LTC) was sent to the Mayor and members of the City Commission on August 7, 2009 providing a background and overview of the Energy Audit process to date. As part of the Energy Audit process, Ameresco was required to identify a variety of possible ECM's and to review said ECM's with the City before any such projects could be deleted for further consideration. At a special meeting of the FCWPC on August 24, 2009, the members of the Committee unanimously voted to approve the six (6) ECM's included in the attached report for consideration by the full City Commission. As indicated the initial capital cost for the ECM projects is approximately $14.4 million and the estimated net annual savings is approximately $1.2 million. The current payback period is estimated at 10.9 years. Total annual electric savings are expected to be 12.7 million kilowatt hours (KWH) and annual water savings are anticipated to be 151 million gallons. Also illustrated is the impact on emissions associated with the ECM's. The final submission of the Ameresco Energy Audit is the end of the first phase of the Comprehensive Energy Analysis Project which was originally undertaken by the City as one of our green initiatives. In this phase Ameresco will have successfully identified for the City six (6) feasible Energy Conservation Measures (ECM's) that can be immediately pursued with the potential for two (2) others to follow at some point in the future. The implementation of the six (6) ECM's will significantly improve the City's green profile, as well as result in tangible energy savings that will pay the project costs and ultimately accrue fully to the City over time. It is recommended that the members of the City Commission approve the six (6) Energy Conservation Measures (ECM's) included in the Executive Summary attached and further direct the Administration to proceed to contract negotiations for final implementation of the Energy Conservation projects. Adviso Board Recommendation: N/A Financial Information: Source of Funds: Amount Account OBPI Total Financial Im act Summa City Clerk's Office Legislative Tracking: Robert C. Middaugh, Assistant City Manager ~ Si n-Offs: F:\cmg r\$ALL\BOB\AmerescoECM'sNegotiation EnergyPerfContractSu m9-9-09.doc Department Director Assistan y Manager City Manager RCM JMG ~~~~ '~~~ AfiaEihIDADA E ~ ~ m MIAMIBEACH City of Miami Beath, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov COMMISSION MEMORANDUM TO: Mayor Matti Herrera Bower and Members of the City Commission FROM: Jorge M. Gonzalez, City Manager DATE: September 9, 2009 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, FINDING THAT RECOMMENDED ENERGY CONSERVATION MEASURES (ECM'S) ARE DEEMED FEASIBLE AND AUTHORIZING THE CITY MANAGER TO SOLICIT SPECIFIC PROJECT PROPOSALS FOR THE RECOMMENDED ECM'S AND FURTHER TO NEGOTIATE ENERGY PERFORMANCE CONTRACTS WITH AMERESCO, INC. DETAILING THE TERMS AND CONDITIONS RELATED TO THE IMPLEMENTATION OF THE PROJECT PROPOSAL AS STIPULATED IN THAT ENERGY AUDIT AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND AMERESCO, INC. ADMINISTRATION RECOMMENDATION Approve the Resolution. ANALYSIS In 2008, the City completed a competitive selection process to identify a company to perform a comprehensive energy and resource conservation analysis for the City. The firm Ameresco, Inc. was selected to be the Energy Savings Contractor (ESCO). A letter to Commission (LTC) was sent to the Mayor and members of the City Commission on August 7, 2009 providing a background and overview of the Energy Audit process to date. Attached is a copy of the LTC (without exhibits) for Commission information. The deliverable anticipated in the Energy Audit Agreement between the City and Ameresco was an investment grade Energy Audit, from which the City could select feasible projects for implementation. Projects are deemed to be feasible, if in the City's sole discretion, the projected energy cost savings are equal to or greater than the total projected costs of the design and installation of the recommended Energy Conservation Measures (ECM). As part of the Energy Audit process, Ameresco was required to identify a variety of possible ECM's and to review said ECM's with the City before any such projects could be deleted for further consideration. Ameresco has met with the City's Finance & Citywide Projects Committee (FCWPC) in order to fulfill this obligation and the project list accompanying is the recommended results of the FCWPC. The members of the FCWPC have devoted several meetings and numerous hours to a detailed review of the ECM's in order to formulate the recommended list. At a special meeting of the FCWPC on August 24, 2009, the members of the Committee unanimously voted to approve the six (6) ECM's included in the attached report for consideration by the full City Commission. Energy Audit The accompanying report contains a recommendation to pursue six (6) ECM's from an original list of fifteen (15) measures that received consideration. Each ECM is referred to by a specific number and it is important to note the numbers are not sequential as the original numeric designation has been retained even though several of the original list of projects have been recommended not to be considered further. For example, the report references ECM #1 and then skips to ECM #3 as the originally designated project ECM #2 has been recommended no longer to be considered. The recommended ECM's are as follows: ECM Number ECM Description #1 Facility Lighting and Lighting Control Upgrades This ECM involves installation of more energy efficient lighting and lighting controls in alt City facilities. #3 Domestic Water Conservation This ECM proposes to replace lavatory fixtures and shower heads, as well as replacing washing machines and retrofitting ice machines in order to conserve water. Included in this ECM is also the installation the installation of salt chlorine generators at the City's swimming pools. These units will replace the current chlorine treatment mechanisms and significantly reduce the cost of chemicals for the pools, while at the same time providing a much user friendly water product. #5 HVAC Controls This ECM involves the Heating Ventilation and Air Conditioning Control (HVAC) systems found at seventeen (17) facilities owned by the City. The ECM includes an allowance to replace the air control devices in each ceiling within City Hall in order to maximize the efficiency of the upgraded control systems. #6 Convention Center and District Cooling Plant This ECM has three (3) component pieces described below: 6A Geothermal Cooling -Convention Center This ECM involves the replacement of potable water for cooling purposes with groundwater obtained through a well. 6B Chiller Plant Optimizations This ECM involves the mechanical upgrades to the existing Convention Center Chiller Plant System to optimize its performance. 6C District Cooling Plant This ECM involves using excess chilled water capacity generated by 2 the Convention Center and feeding it to the City Hall and the new Municipal multi-purpose parking facility for cooling purposes. #7 Geothermal Cooling -Police Station This ECM involves changing the cooling water source at the Police Station from potable water to an underground well source provided by a well. #10 Power Transformer Replacement This ECM involves the replacement of currently utilized step down transformers with newer and more energy efficient transformers. Primarily affected will be the Convention Center, Police Station, Old City Hall, several theaters and the Community Centers. As the Commissioners will note, Ameresco's obligation in each of the identified ECM's was to identify existing conditions and equipment to determine baseline consumptions of energy at each of the facilities or in each of the systems of the City and then to develop a list of potential ECM's for City consideration. For each of the ECM's, Ameresco is obligated to identify: 1) Engineering design cost for individual ECM's 2) Contractor/vendor construction estimates per individual ECM implementation 3) Construction management fees for the project 4) Commissioning cost for each ECM 5) Initial training cost 6) Annual service fees including: a. Measure and verification b. Maintenance c. Performance monitoring d. Ongoing training services 7) Other costs/fees (specify) As a result of the detailed Ameresco Energy Analysis, the summary chart in the Executive Summary illustrates a summary of the findings relative to costs and annual savings for each recommended ECM. The column indicating total savings is net of any operating and/or construction costs associated with the ECM and is an annualized figure. As indicated on the chart, the initial capital cost for the ECM projects is approximately $14.4 million and the estimated net annual savings is approximately $1.2 million. The chart also illustrates the approximate payback period for each individual ECM, as well as the aggregate payback period for all six (6) of the measures. As indicated the current payback period is estimated at 10.9 years. When financing interest charges are added to the costs, the payback extends to approximately 13 years. The chart also illustrates a very important consideration discussed by the FCWPC and Ameresco, which is avoided future capital costs. While it is not possible for Ameresco to either guaranty or control this number, the projected nearly $1.2 million in avoided capital costs is reasonably expected to inure to the benefit of the City. These costs are largely associated with the Geothermal and District Cooling Plant options and are achieved as a result of the City not having to replace cooling towers or chilling equipment which is expected to reach its life expectancy during the Energy Performance Contract period. Environmental Impacts The attached Executive Summary illustrates the anticipated environmental impacts 3 associated with the six (6) ECM's. Total annual electric savings are expected to be 12.7 million kilowatt hours (KWH) and annual water savings are anticipated to be 151 million gallons. Also illustrated is the impact on emissions associated with the ECM's. The Executive Summary also has an easily viewed summary of equivalent savings of the ECM's such as providing electricity for 1,000 homes annually or saving over 800,000 gallons of gasoline annually. Other Projects In the review and discussion of the original ECM list, one project ECM #2, was anticipated to replace all of the City's street lights with more energy efficient fixtures. Initially, this ECM appeared to be very promising and very easily undertaken. As a greater amount of due diligence was applied to the ECM, it was determined that the current rate structure that FPL uses for street light fixtures dates to the 1960's and has not been updated since that time. The rate is applied per unit rather than per the amount of energy actually consumed. As the rate Is artificially low, the introduction of energy efficient fixtures would have increased the City's street lighting budget, thus the measure was recommended not to be continued at t his point in time. In the event that FPL changes its rate structure, this is a project which should be revisited and can be done so rather quickly. Another project which has been discussed and is still being discussed is ECM #4, Irrigation Water Conservation/Water Reclamation Plant. So as to avoid confusion, at some time during the discussion, this item has also been referred to as a scalping plant as a reference to the nature of the function which it would perform. Water Reclamation is more apropos and will be used going forward. This measure involves the construction of a membrane filtration plant in proximity to the City's sanitary sewer pump station at 28"' and Sheridan, opposite the Scott Rakow Youth Center. This facility would divert the sanitary sewer flow and filter out clean water to use for irrigation purposes, principally on the City's Miami Beach Golf Course. Substantial savings are achieved in the reduction of potable water use for irrigation at the golf course, as well as in the avoided cost of sewer disposal, as the quantity of sewage that is returned to the system after filtration is significantly less. This ECM still looks very promising and has the support of the FCWPC to proceed; however, it does need a little more work before it can be presented to the City Commission for action. Community outreach and information about the project is important and needs still to be done, as well as further development of the financial model to determine if other customers can be developed to more fully utilize the reclaimed water that might be generated by this facility. So as not to delay the other ECM's, this measure will continue to be analyzed and will be brought back for City Commission and/or a City Commission Committee consideration when the analysis is completed. Next Steps In order to proceed as expediently as possible, the next steps need to be taken to advance the completion of the ECM projects: • The City Commission by virtue of the Resolution presented, needs to authorize the City Administration to negotiate project and construction implementation contracts for those ECM's that the City Commission deems feasible. The Resolution recommends the six (6) ECM's contained within the Executive Summary attached. • The Administration anticipates receiving the final Energy Audit with all of the background details and schedules of costs and anticipated expenses at about the time of the City Commission meeting. The Administration needs to review the report and undertake a detailed review in order to arrive at a recommended contract document for the respective ECM's. The Administration anticipates utilizing the services of two (2) outside experts which were originally obtained as part of the development of the RFP for the Energy Savings Contractor. Patti Donahue and David Birr are expected to be utilized to assist the Administration in reviewing the facts 4 facts included within the Energy Audit (Resumes attached). At this point, no contractual terms such as project management costs, profit and overhead have been negotiated. These, as well as the actual final construction costs, will become a part of the next contract that is negotiated and brought to the City Commission for approval for the ECM implementation. It is important to note the manner in which the ECM projects are expected to proceed to implementation as it relates to procurement. The FCWPC had a specific discussion on the procurement element associated with the implementation of the ECM's. The FCWPC specifically recognized that since Ameresco is guaranteeing the energy savings with their funds, Ameresco needs to retain the right to determine the qualifications associated with the people who wilt be undertaking construction work in the implementation of the ECM's. Likewise, the FCWPC recognized and recommended that using an open bidding procurement method is not appropriate in this contract situation. Ameresco was competitively solicited as our vendor, and in that solicitation, having them pursue contracts through implementation was anticipated. The FCWPC did discuss the expectation that Ameresco in selecting subcontractors to perform implementation work would draw from a qualified pool and would typically take the lowest bidder from within those prices solicited by Ameresco. The FCWPC did ask, and it will be incorporated into the succeeding contract documents, that in the event that Ameresco chooses a subcontractor other than a low bidder, that that issue be returned to the City Commission for discussion and review. The FCWPC indicated a comfort with a 2% variance in subcontract fees not to require City Commission review and discussion with a minimum amount of $10,000 as well. CONCLUSION The final submission of the Ameresco Energy Audit is the end of the first phase of the Comprehensive Energy Analysis Project which was originally undertaken by the City as one of our green initiatives. In this phase Ameresco will have successfully identified for the City six (6) feasible Energy Conservation Measures (ECM's) that can be immediately pursued with the potential for two (2) others to follow at some point in the future. The implementation of the six (6) ECM's will significantly improve the City's green profile, as well as result in tangible energy savings that will pay the project costs and ultimately accrue fully to the City over time. It is recommended that the members of the City Commission approve the six (6) Energy Conservation Measures (ECM's) included in the Executive Summary attached and further direct the Administration to proceed to contract negotiations for final implementation of the Energy Conservation projects. JMG\RCM\sam F:\cmgr\$ALL\BOB\AmerescoECM'sNegotiation EnergyPerfContract9-9-09.doc Attachments 5 m MIAMIBEACH OFFICE OF THE CITY MANAGER NO. LTC# ~~~.~.~.~~~, LETTER TO COMMISSION TO: Mayor Matti Herrera Bower and Members of the City Commission FROM: Jorge M. Gonzalez, City Manag r DATE: August 7, 2009 SUBJECT: ENERGY AUDtT UPDATE In early 2008, the City completed a competitive selection process (RFP) to identify and select a qualified vendor to work for the City in developing a comprehensive energy and resource conservation analysis. The purpose of the vendor selection was to identify a vendor capable of performing an investment grade energy audit that would identify a list of projects that could be undertaken by the City in order to reduce energy consumption and to increase the efficiency with which the City used other resources. The City's RFP process was specifically intended to follow a provision of the Florida Statutes which provides a mechanism to undertake energy analyses and to finance any identified improvements with energy savings. Florida Statutes, Section 489.145 entitled, Guaranteed Energy Water and Wastewater Perfom~ance Saving Contracting, is the mechanism which was pursued by the City, and a copy is attached, Exhibit ~1, for the City Commission's information. After an interview of the final two (2) Guaranteed Energy Water and Wastewater Performance Saving Contractor applicants by the City Commission, the City Commission selected the firm Ameresco to undertake the required energy analysis and resultant work. The scope of the Ameresco Agreement which was approved by the City Commission in July 2008, included: • Completion of a detailed Energy Audit which identifies all significant sources of energy consumption and establishes a base line utilization rate • Develop a list of potential Energy Conservation Measures (ECM) for review and approval by the City • Provide a detailed cost and fee estimate for implementation of the respective ECM's, together with potential savings. • After consultation with the City, develop a final list of ECM's and submit the Energy Audit for City consideration. The agreement with Ameresco anticipates that upon completion of the Energy Audit that the City will enter into one or more Energy Performance Contracts with Ameresco, in order to complete the financing, construction and implementation of whatever ECM's are pursued. As such, no fees have been paid to Ameresco for the Energy Audit work. Ameresco's fees are to be paid as a .part of the project implementation. The use of an Energy Savings Contractor (ESCO} is similar to the Construction Manager at Risk approach for a capital project, in that a contractor to manage the whole project at a fixed price is competitively selected at the development stage of the project and then follows through to the end of construction. An ESCO offers one additional feature/advantage in that the ESCO also costs and includes in the project contract period (10-15 years) operating and maintenance expenses. ESCO's can also include actual operation of certain projects if desired. The option of pursuing a Guaranteed Energy Water and Wastewater Performance Saving Contract was pursued by the City as a unique tool to severely limit risk and financial exposure by the City while addressing energy conservation and resource management. An Energy Savings Contract allows the City through a competitive process to select an Energy Savings Contractor who as part of the process provides the City with a minimum guarantee for energy savings that will be generated in each fiscal year for the term of the contract. In the event the City does not realize the full amount of projected energy savings, the Energy Savings Contractor through the guarantee must make up any short fall so that the City will never be obligated to spend more than the guarantee. The City's payment to the contractor and/or to finance the debt associated with construction of the energy savings measures or energy conservation measures comes from the operational energy savings realized by the City in each fiscal year. Ameresco began its engagement for the City with a September 2008 kick-off meeting, two (2) community meetings have been held as part of the process to identify any concerns within the community or suggestions within the community that might be pursued. Ameresco has routinely attended the Sustainability Committee meetings to advise them of progress and to solicit input and the Finance & Citywide Projects Committee devoted a workshop to the discussion of the Ameresco Preliminary Energy Assessment. Subsequent to the Finance & Citywide Projects Committee (FCWPC) meeting, individual Finance Committee members were briefed on questions that have been posed and which are the subject of this LTC for the entire City Commission. Attached as Exhibit 2 is the list of ECM's which was submitted to FCWPC for discussion and review, also attached as Exhibit 3 is a list of the ECM's that were considered and not recommended for an energy conservation project. In the ECM's not recommended for further consideration in Exhibit 3, it is important to note that there are many potential worthwhile projects on the list that simply do not qualify for inclusion in the Guaranteed Energy Savings Contract which is being pursued the City. As recommended projects have to achieve some measure of savings in order to be included in an Energy Savings Program, many on the list not to be considered further either do not generate savings or potentially generate future savings that make them inappropriate for this project. For example, a desalination plant was assessed and determined not to fit the guaranteed energy savings program. The idea of a desalination plant was not flawed; however, since savings were only prospective and were potentially avoided costs from those that might eventually be charged by Miami-Dade County, it was not a fit in this contract. In the Finance & Citywide Projects Committee meeting, one of the measures on the preliminary list, ECM #13 the automated reader reading upgrade program, was recommended to be dropped by the FCWPC in light of its very large cost and poor amount of savings. Typically, an automated meter reading project is funded by water saved through improved and more efficient water meters. The City's water system has very little water meter loss due to the regular purchase and maintenance of the meters and not a sufficient amount of labor savings can be generated to justify paying for the capital associated with the project. Another project which was recommended to be dropped by the FCWPC was ECM #11, a renewable energy project at the Convention Center. This project as well had a very poor ratio of capital costs to savings generated and was largely intended to be a demonstration 2 project for public education and awareness. The members of the FCWPC determined that the Scott Rakow Renewable Energy Project ECM #12 could fulfill that public demonstration issue and asked for more information on the Scott Rakow project. The FCWPC recommended that the remaining eleven (11) Energy Conservation Measures be kept on the list and continue to be analyzed. Specifically, the Committee asked for additional information on ECM #6 Convention Center Chiller Upgrade and Expansion, ECM #12 Renewable Energy Project at the Scott Rakow Youth Center previously mentioned, and ECM #4 Irrigation Water Conservation/Scalping Plant. The FCWPC also made a recommendation which was subsequently ratified by the full City Commission to apply $839,000 to be received by the City of Miami Beach for energy conservation measures as part of the Federal Stimulus Package to ECM #7 Geothermal Cooling Project at the Police Station and ECM # 3 Domestic Water Conservation Citywide. Projects requiring further information: ECM #2 Street Lighting Upgrades Replacing all of the street lights in the City was originally anticipated as a desirable project which paid for itself in a very short period of time. This measure has been further analyzed and it has been determined that FPL has an artificially low rate associated with street lights that is based on a per unit charge rather than actual energy consumed. In the event that new fixtures were installed, even though they would be significantly more energy efficient, in the current rate structure it would cost the City more than it pays now based on FPL's pricing structure rather than saving money. As such, this measure has been temporarily set to the side to revisit in the event the FPL rate structure changes at some point in the future. ECM #4 Irrigation Water Conservation/Water Reclamation Plant This energy conservation measure involves the construction of what is referred to as a water reclamation plant somewhere in the vicinity of the City's sewer pump station at 28th Street and Sheridan. The water reclamation plant literally takes the sewage effluent from a sanitary sewer line and filters usable irrigation water from the flow. A series of membranes are used for this filtering process and the technique is in common use around the world. The ECM is very appealing in that the water that is derived from the plant would be used to entirely fulfill the freshwater irrigation needs at the Miami Beach Golf Club, thereby avoiding the need to purchase any irrigation water for the golf course. The plant capacity anticipated is sufficient to irrigate the golf course and potentially other City properties, which are now being explored as part of a continued due diligence on this item. There also maybe opportunities to sell the reclaimed water to the community at a reduced rate, which would provide a revenue stream. If the entire plant capacity can be utilized, there will also be a significant savings associated with avoided sewage disposal costs since a significant amount of the liquid would be diverted from the sewage flow. The most significant issue for this Energy Conservation Measure was where would the plant be located. Several different locations were reviewed with the most feasible being to have the plant located at the Green waste site, which is internal to the Miami Beach Golf Course. The footprint for the plant fits easily within this space and we have been informed by Ameresco that placement of the plant in this location will not adversely affect (through noise and/or odor) the operations of the golf course nor any neighbors which are in the general area. This is a project which is of significant interest to the EPA, to DERM and the SFWMD as it is a dependable technology that produces significant benefit. It is a very green and environmentally beneficial project. 3 This ECM will continue to be studied both as to possible savings/revenues. The project will also warrant review and discussion by the community that will most likely necessitate splitting this project from the other possible ECM's for later consideration. ECM #12 Renewable Energy at the Scott Rakow Youth Center In conversation, this ECM similar to the renewable energy project at the Convention Center which has been deleted has a very poor payback in terms of savings generated. The appeal this particular program is to be able to have a demonstration project at a Youth Center around which an education and information program for children and the community could be developed. The City has submitted a grant request to the EPA to seek assistance for funding for this project which the members of the FCWPC have indicated might be a good reason to retain the project on the list. In the event the grant is not received, the City Commission always reserves the right to drop the project from a final Energy Conservation Project list. One advantage to pursuing a group of energy savings projects is that those with faster paybacks can be used to help support desirable projects, such as the Scott Rakow project, that do not stand on their own financially. ECM #6 Convention Center Chiller Uggrade and Expansion The FCWPC had asked that this particular Energy Conservation Measure be further analyzed as to its component parts. As this project has multiple components, the FCWPC asked for more details to see if proceeding with some, but perhaps not all of the components, made sense. What the measure involves is using groundwater as the source for the chilling tower water in the Convention Center, maximizing the operation of the chiller plant with appropriate controls and other mechanical devices and also providing a district cooling solution such that the Convention Center chilling system would provide chilled water to cool City Hall and the new parking garage. The cost breakout of the components is below: • Geothermal cooling at the Convention Center - $2,896,225 • Chiller Plant Mechanical Optimization - $339,506 • District Cooling Plant/Providing Chilled Water to City Hall - $2,138,075 The members of the FCWPC expressed their support for at least two (2) of the three (3) measures, those being the Chiller Plant Optimization and the District Cooling solution to cool City Hall and the new parking garage. The FCMPC had an outstanding question as to the advisability of proceeding with the geothermal source for cooling water as it has a high capital cost and a long payback time associated with savings. Further information is being researched on this measure to determine if additional savings exist that will justify keeping this project on the overall list, or if it should proceed with a lesser scope. Final groiect list and financin Also attached as Exhibit 4 is the current list of ECM's under study, together with a cash flow model that illustrates how the debt could be structured. In Exhibit 4, ECM 2, ECM 4, ECM 9 and ECM 13 have been dropped and ECM 6 has been divided into the three (3) component parts discussed in the memo. Both the street lighting and water reclamation plant will continue to be analyzed for further discussion. Rather than delay the entire energy savings project to continue to develop information on ECM 2 and ECM 4, the FCW PC will be asked to proceed with the balance of 8 ECM's and also asked to clarify which of the component parts of ECM 6 to include in the overall project. 4 Also reflected on Exhibit 4, as a net deduction to the project cost, is the $839,000 federal stimulus grant to be received. In the model as shown, the capital project is now estimated as $14,645,319 the payback time is 10.3 years and annual savings estimated at $1,352,511. The cash flow model on the bottom of exhibit 4 illustrates over the life of the program how debt payments are spread together with other program costs versus the savings that is anticipated and to be guaranteed by Ameresco. While annual energy savings is the source for project costs, it is necessary to obtain financing at the front end to provide for construction funding and project cash flow. Subsequent to the energy audit completion, the City will need to undertake a detailed review of the assumptions and projections contained therein and negotiate a number of the contract terms. This would not occur until after the final energy audit is submitted to the City Commission and direction to negotiate on a final project list is granted. Financing the list of projects is anticipated to be done by a note, preferably tax exempt, which is similar to those used by the City for equipment financing. As we approach the construction contract approval date, the Administration will compare the cost of a note held by Ameresco versus one held by the City to determine which is the least expensive. It is most likely that the City holding the note will be cheaper because the City can obtain tax- exempt financing unavailable to Ameresco. On an annual basis, the budget and our financial management system capture of data will need to be closely coordinated so that the savings that are projected are actually captured and that those funds are available to apply to the debt payments. Included in Exhibit 4 is also a brief description of each of the ECM's still under review. Ameresco expects to be able to return the FCWPC late in August with final information on the follow-up measures and a recommendation for proceeding with an Energy Conservation Project. It maybe possible that this report will also be submitted for the September 9, 2009 City Commission meeting for consideration by the City Commission. This LTC is intended to provide a snapshot of how the project is moving ahead. In the event you have questions, or would like a more detailed individual briefing as the information on this project is significant, please feel free to let me know. JMG/RCM/sam F:lcmgr\$ALL\BOB\LTC-Ameresco8-7-09.doc Attachments 5 AMERESCO Green • Clean • S~ustainabie Executive Summary Ameresco appreciates the opportunity and has worked diligently in our efforts to provide a successful energy conservation project for the City of Miami Beach with our final submittal of the Detailed Energy Audit (DEA). At Ameresco, we are proud of our quality of hard work, our proven success, our dedicated staff, and our commitment to provide outstanding project support and service to our clients. This, too, has been our pledge to the City of Miami Beach. Herewith, we are pleased to present information regarding our objectives to provide the full range of project development, planning, design, engineering, development, project fmancing, and construction services required to successfully develop and implement the comprehensive Energy Conservation Measures and Building Retrofit Services at the various City facilities. Ameresco energy engineers and project development staff, including specialists in lighting, heating, ventilation and air conditioning (HVAC), and controls, have conducted an investigation of the facilities in the City of Miami Beach. They have studied the information provided during meetings, during site visits and from drawings, and have prepared a guaranteed energy savings program that includes a comprehensive list of recommended energy conservation measures. The facilities that Ameresco initially considered for this project include: • Fairway Park Recreation Center • Convention Center • Anchor Garage w Police Station Parking Garage • Jackie Gleason Theater • Police Station w/ Old City Hall • City Hall • Miami Ballet • Scott Rakow Youth Center • Old City Hall • Mechanical Maintenance • North Shore Youth Center + Bass Museum + Colony Theater + Byron Carlyle Theater • Office Building (777) • 21St Street Recreation Center • South Shore Community Center • North Shore Community Center • Warehouse • Police Athletic League • Bayshore Clubhouse • Ocean front Auditorium/Beach Patrol • Fire Station #2 • Normandy Isle Activity Center • Flamingo Park -Baseball Stadium • Parks Division, Nursery • Fire Station #1 Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 1 AMERESCO Green .Clean .Sustainable • Bayshore Maintenance Building • 14~' Street Bathrooms • Garden Center • Fire Station Maintenance Facility • Office Building (555) • Fire Station #3 • South Pointe Park Facilities • Meter Parking Building • Holtz Tennis Stadium • South Beach Activity Center • Muss Park Recreation Center • Electric Shuttle Building • Shade House • Tennis Center • Marine Patrol Building • Sailport/Police Substation • Pool • North Shore Park Headquarters • Log Cabin • Teen Recreation Center • Employee Lounge • Football Stadium • Polo Park Recreation Center + Tatum Park Recreation Center • Lummus Park Stage • Michnoff Field House • Stillwater Park Recreation Center • Comfort Facility • Comfort Station • Crespi Recreation Center • Neham Memorial Field House • Lincoln Mall Tower Lighting • City Wide Signal Lighting • City Wide Sewer Pump Stations Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 2 AMERESCO Green .Clean . Sustainab{e Pursuant to the original goals the City established for this project, Ameresco has performed the following: 1.) Conduct a detailed energy audit assessing all City properties and alternative sources including solar, wind, geo-thermal, and other renewable energy sources. The detailed energy audit shall consist of an investment grade energy and utility conservation audit of all City properties and facilities. 2) Provide a listing of energy conservation measures addressing the detailed energy audit findings in addition to their implementation feasibility. 3) Provide guarantees of scheduled costs and savings to the City for the negotiated life of the ESPC. 4) Develop a financing program to fund the proposed conservation measures and to maximize the City's potential energy savings. The state-licensed ESCO should also provide a listing of alternative financing options for the City to consider. 5) Identify and quantify all available rebates and incentive programs offered by area utilities. On behalf of the City of Miami Beach, Ameresco presents the table on the following page of Proposed Energy Conservation Measures: Ameresco offers a net positive cash flow as a result of Ameresco's comprehensive project. Our proposed project for the City of Miami Beach will generate over $1,105,785 in annual energy savings resulting in $14,381,124 in capital infrastructure improvements. The Energy Conservation Measures (ECMs) will achieve sufficient savings to exceed all incurred costs for recommended projects in this Detailed Energy Audit. Ameresco believes considerable financial and operational benefits will be realized from the implementation of Ameresco's multi- facetedproject integration plan as detailed within this Detailed Energy Audit. Our energy savings are realistically based and our projects are aggressively priced. The energy savings that will be generated by this project are significant and are based on current annual usage. We have a 100 percent success rate in meeting our energy savings guarantees. Our objective is to incorporate as many ECMs as possible, both short- and long-term payback items, to most closely address the needs of the City while freeing up capital for areas that have been reprioritized due to more immediate critical needs. The energy savings that will be generated by this project are real, significant, and based on current annual usage, with the only non-energy and water related savings coming from a quantifiable reduction in material costs associated with the new lighting. Any additional savings goes directly back to the City of Miami Beach. 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N ~ 9}.rr + b il 9 p. ~p ~ ~+ ~~ ~ `" ~ ~ ~ ,~, .Vii 61•r/ b~ ~ ~ id rn~> w .RI ~ ~ ~1 U yS~ ~y ' {9~~{l ~ ~ u ~ ~ a ~ ''d ~ C7 y a~ q q ~ F~ ~7 ca a G V z~ ~, E rn E f6 ~a m U O X LL W n O U Q r L U 0 v -0~ v o `~ N O h m N E '- r ~ N 0 ~ ~ ~ E ~ o a; Q _T G ~'Uiq c r ',~~!! ie W c d W ~ c t~ P ? °1 "d N N ~--~ ,-~ ~ cc3 ~ .U ~ ~ ~ ~ U "~ ~ ~ '~ bA ~ ~U ~ ~ ~ ~ «i 4"' ~ ~ O ~ .~ ~ ~ ~ ..--~ \~ z~ ~, E rn Ed in _ m U y O X ~ W p a r v U h d t U 0 U N 1t ~ ~O o m N m E S ~ N O ~~ ~ ,~ E ~ O G) Q _T d 4 U cn AMERESCI~J Green .Clean . SustainabEe The summary charts on the following pages provide a pictorial regarding the facilities impact and energy opportunities this project will provide: Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 4 AMERESCO Green .Clean .Sustainable *The data for this Annual Electric Savings Table only reflects the buildings impacted by the Ameresco project scope. Annual Electric Savings (kWh) by ECM Total Annual Electric Savings: 12,702,426 kWh 6,500,000 ~9~ 6,000,000 5,500,000 5,000,000 4,500,000 4,000,000 ,-. 500 000 ~ 3 , , .~ a 3,000,000 ~ 2,500,000 2,000,000 1,500,000 1,a13,440 1,27A,747 1,000,0(10 500,000 n 55 1 ECM-1 Facility lighting ECM-3 Domesfic Water Cons. ECM-5 HVAC Controls ECM-6 District Cooling Plant ECM-7 Geothermal Cooling ECM-10 Transformer Upgrades Police ]replacement ECM Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 5 AMERESCO Green .Clean .Sustainable *The data for this Annual Water Savings Table only reflects the buildings impacted by the Ameresco project scope. Annual Water Savings (kcal) by ECM Total Water Savin~s:151,595 kcal 110,000 L00,000 90,000 80,000 70,000 60,000 50,000 39,612 40,000 30,000 20,000 10,000 4,869 0 179 R G7 ao a .~ ECM-1 Fadlity Lighting ECM-3 Domestic Water Cons. ECM-5 HVAC Controls ECM-6 District Cooling Plant ECM-7 Georhennaf Cooling ECM-10 Ttaosformer Upgrades Police Replacement ECM Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 6 AMERESCO Green • Clean • Sustainaf,le General Notes on Measures Asbestos and Other Necessary Abatements Ameresco has not included any abatement or disposal related costs, other than PCB ballasts associated with the lighting measure. In the event that materials requiring abatements are identified at any point during the detailed audit or implementation phase, work will immediately be halted at the area in question, and the Ameresco Project Manager will notify the designated City personnel and/or staff contact. Provisions to accomplish any required remediation will be separate from or in addition to, this performance contract. Emissions Impact Direct and Indirect Emissions reductions are detailed by Energy Conservation Measure (ECM) Direct Site Emissions Reduction from Natural Gas Ibsl r Indirect Emissions Reducton from Electrid IbsJ ECM No. En Conservation Measure NOz SOz COZ N0, S02 COZ 1 Fadl' L' htin and Li htin Control U roles - - - 13,019 22,516 6,295,700 3 Domestic Water Conservation 6.5 0.026 5,034 545 942 347,016 5 HVAC Contrds - - - 2,535 4,365 1,615,441 6a Geo-Themmal Cook Conv - - - 300 519 181,236 6b Chiller Plant 0 timization - - - 1,936 3,348 1,233,439 6c District Conlin Plant - - - 690 1,193 439,653 7 Geothermal Colin - Pdice Station - - - 114 198 72,849 10 Power Transformer Re lacement - - - 1,651 2,856 1,052,165 TOTALS 6.5 0.026 5 034 20 790 35 956 13 247 498 Anticipated savings to the environment include the equivalent of.• ~. 4. '.'.'.~.. ii' 1,639 Acres of Trees Planted Annually 1,321 Cars Removed from the Road Annually Savings of 818,966 Gallons of Gasoline Annually ~i~wt7y_~ 91j~.R'"""~ V <~~ >.~ . ,, a ~~ ~~ Providing Electricity for 1,000 Homes Annually Detailed Energy Audit "Page content is subject to Confidentiality Restrictions" City of Miami Beach Executive Summary August 28, 2009 Page 7 PATRICIA A. DONAHUE, President Donahue & Associates, Inc. 2553 East Paulstan Court Sarasota, FL 34237 Business:941.955.91O9 Fax: 941.364.8859 E-Mail: donassoc~aol.com Donahue & Associates, Inc. was established in 1991 to provide energy program design, training, and technical services exclusively to public and private nonprofit institutions, offering specific expertise in methods of energy savings-based performance contracting. Prior to establishing her own firm, Ms. Donahue was the manager of the Energy Performance Contracting Program that she designed and managed for the Illinois Department of Energy and Natural Resources from 1983-1991. During her tenure, Ms. Donahue organized a number of professional conferences on innovative financing and performance contracting, designed competitive procurement procedures for public institutions, assisted in the design and development of a computerized comparative evaluation system and provided technical services to a number of federal, state and local entities to investigate the use of performance contracting in their facilities. As well, Ms. Donahue monitored Illinois' utility least-cost planning activities, conducted legislative reviews and analyses, and served as the assistant manager of the agency's Consumer Assistance Section. Since 1983, Ms. Donahue has worked directly with numerous public and private nonprofit institutions. She has provided training services and established competitive procurement and evaluation protocols for performance contracting projects in over 100 buildings, 6,500 low-income housing units, and a large urban zoo complex. Through her participation on evaluation teams of these institutions, Ms. Donahue has reviewed over 100 proposals for performance contracting projects submitted by Energy Service Companies from across the country. Ms. Donahue worked with Massachusetts Congressman Joseph Kennedy's office in formulating the performance contracting provisions contained in the Housing, Community Development, and Homelessness Act of 1987. This landmark legislation allows Indian and Public Housing Authorities (I/PHAs) to enter into performance contracting arrangements. She was also active in reviewing the proposed procurement regulations for the U.S. Department of Housing and Urban Development (HUD). Ms. Donahue also provided assistance to Oak Ridge National Laboratory in its preparation of a HUD guidebook that specifies the procedures to be used by I/PHAs to procure non-HUD financed performance contracts and conducted direct training in the competitive procurement of such projects by I/PHAs. Ms. Donahue served as the Chairperson of the National Association of Energy Service Companies (NAESCO) Public Sector Advisory Board (1985-1991) and was a member of the NAESCO Board of Directors (non-voting). She also participated on several task forces involved in public sector performance contracting issues and as an invited guest speaker at numerous national conferences and meetings. Recent clients who have received training and other professional services include the Florida Energy Office, University of Utah, Oak Ridge National Laboratory, State of Colorado, Florida Institute of Government, Broward County, City of Tallahassee, Hernando County, Escambia County, St. Lucie County, Osceola County, Central Florida Community College, Brevard Community College, NAESCO, Commonwealth of Pennsylvania, State of Georgia, State of North Carolina, State of Maryland, State of Mississippi, New York State Research and Development Authority, the National Center for Appropriate Technology, several public housing authorities and a number of school districts. Ms. Donahue received a B.A. in Sociology from Blackburn College in 1976. She has been working professionally in the field of energy efficiency since 1977. Ms. Patricia Donahue Educational Training, Workshops, Seminars and Tutorials EDUCATIONAL TRAttVtNG, WORKSHOPS, SEMINARS AND TUTORIAI.,S National Association of Energy Service Companies (NAESCO): "Energy Performance Contracting in Public Buildings"; Columbia, South Carolina. Sponsored by the South Carolina Energy Office; funded by the US Department of Energy. Mississippi Development Authority: "Energy Performance Contracting Workshop"; Tunica, Philadelphia and Biloxi, Mississippi. Sponsored by the Mississippi Development Authority; funded by the US Department of Energy. Rebuild America, US Dept of Energy: "State Performance Contracting Training Program" Raleigh North Carolina. Sponsored by the Sponsored by the NAESCO, North Carolina State Energy Office, South Carolina State Energy Office, Florida Energy Office and Kentucky Division of Energy. Texas State Energy Office and Texas Community Schools Association Training Series: "Improving Indoor Air Quality in Schools°; Austin, TX. Sponsored by the National Association of Energy Service Companies and the U.S. EPA. Washington Association of School Business Officials Training Series: "Improving Indoor Air Quality in Schools"; Spokane, WA and Seattle, WA. Sponsored by the National Association of Energy Service Companies and the U.S. EPA. National Association of Energy Service Companies Annual Meeting: "Opportunities for Energy Services in the Public Housing Market ; "Strategies for Competing Effectively in Public Housing'; West Palm Beach, FL. Sponsored by the National Center for Appropriate Technology Association for Energy Affordability, Inc., Conference on Energy Efficiency in America's Multi-Family Buildings: "HUD Regulations and Energy Efficiency in Multi-Family Buildings'; New York City, NY. HUD-DOE Energy Performance Contracting Training Workshops: "ESCO Selection: RFP, Proposal Evaluation, and Contract Negotiations", Boston, MA; San Francisco, CA; Chicago, IL, Philadelphia, PA, Toledo, OH, Syracuse, NY. Barry University, Seminar on Energy Conservation Opportunities for Florida's Institutional Energy Users: "Performance Contracting by Government Entities in Florida", Miami, FL. Broward County, Energy Performance Contracting Workshop: "Fundamentals of Performance Contracting in Public Settings", Fort Lauderdale, FL. SMACCNA, The Trane Company & Contracting Business Magazine's Leadership Series: Capitalizing on Environmental Issues: "Analyzing and Financing Energy Retrofits in the Public Sector'; Las Vegas, NV. National Association of Energy Service Companies (NAESCO), NAESCO Schools, Hospitals and institutions Conference: "Developing a Qualification and Evaluation Process for Procurement", Chicago, IL; Sacramento, CA. Annual Affordable Comfort Housing Conference, Tutorial Presentations: "Performance Contracting in Public Housing", Pittsburgh, PA; Philadelphia, PA. Florida Energy Office & Florida Institute of Government, Florida Energy Initiatives Seminars: "Energy Performance Contracting". Seven seminars conducted throughout Florida. Ms. Patricia Donahue Educational Training, Workshops. Seminars and Tutorials (continued) Professional Affiliations/Committees National Energy Program Managers Conference: "Marketing Performance-Based Contracting in the Public Sector", St. Paul, MN. University of Utah/Utah Energy Office, Performance Contracting Conference: "How to Finance Energy Improvements with Someone Else's Money", Salt Lake City, UT. Florida Energy Office, Training Workshops: "Energy Performance-Based Contracting for Florida State Agency Management and Facility Personnel ;Tallahassee, FL. National Association of State Energy Officials, Joint Ventures Conference: "Financing Performance Contracts in the Public Sector", Washington DC. Chicago Hospital Assoc., Training Seminar: "Financing Energy Projects using Performance Contracting", Chicago, IL. Public Housing Authorities Directors Association (PHADA), Annual Convention and Exhibition: "Energy Performance Contracting Procurement for Public Housing', Denver, CO. National Association of Housing and Rehabilitation Officials (NAHRO), Regional Conferences: "Performance Contracting for Public Housing', Chicago, IL; Minneapolis, MN. New York Energy Office: "Executive Briefing on Energy Performance Contracting: Performance Contracting Activities in Illinois," Albany, NY. NAESCO Annual Conferences, Washington, DC PROFESSIONAL AFFILIATIONS/COMMITTEES Founding Board Member, Florida Energy Services Coalition 2002- Board Member (non-voting), National Association of Energy Service Companies, 1989-1991. Chairperson, Public Sector Advisory Board, NAESCO, 1985-1991. Committee Member, NAESCO, Various Subcommittees, 1984-1991. Member, Task Force on Performance Contracting, U.S. DOE, Institutional Conservation Program, 1987. Instructor/Trainer, Training Course on Shared Energy Savings in the Federal Government, General Services Administration, January 1988. Committee Member, Public Housing Energy Efficiency Advisory Committee, Citizens Conservation Corporation/The Energy Foundation, 1992. Steering Committee Member, HUD Performance Contracting Training Program, U.S. DOE-U.S. HUD Initiative. 1992. Ms. Patricia Donahue Selected Publications SELECTE© PUBLICATIONS ON ENERGY PERFORMANCE CONTRACTING Energy Performance Contracting Manual for Mississippi's Public Agencies, Mississippi Development Authority, Patricia Donahue, Donahue & Associates, Inc., Author. April 2007. A Review of Maryland's Energy Performance Contracting Program, Maryland Energy Administration, Donahue & Associates, Inc., Patricia Donahue and David Birr, Authors. October 2006. Implementing Energy Efficiency Retrofits, for the National Association of Energy Service Companies' State Guidebook Series, Illinois, Texas and Pennsylvania, Patricia Donahue, Donahue and Associates, Inc. Author. August 2001, March 2003. Meeting the Challenge: How Energy Performance Contracting Can Help Schools Provide Comfortable, Healthy, and Productive Learning Environments, for the National Association of Energy Service Companies and the U.S. Environmental Protection Agency, David Birr and Patricia Donahue, Authors. March 2001. "Energy Performance Contracting: A New Tool for Financing Energy Projects", Patricia Donahue, Author. Energy User News, Vol. 28, No. 8, August, 2000. Energy Performance Contracting Manual, Florida Department of Community Affairs, Florida Energy Office, Patricia Donahue, Donahue & Associates Inc, Author. 1994. Updated March 2000. Updated June 2003. Public Sector Energy Performance Contracting in New York State, New York State Energy Research and Development Authority (NYSERDA), EUA Citizens Conservation Services, Project Manager, Patricia Donahue, Donahue & Associates, Inc., Principle Reviewer and Consultant to Project Team. 1998 Energy Performance Contracting in Florida, Volume 1, Survey Results and Findings, Florida Energy Office, Department of Community Affairs, Donahue & Associates, Inc., Author. 1998 Energy Performance Contracting for Public and Indian Housing, A Guide for Participants, U.S. Department of Housing and Urban Development, Patricia Donahue, contributing Author. 1992. "A Comparative Methodology for Evaluating and Selecting Qualified Energy Performance Contracting Companies", American Council for an Energy-Efficient Economy (ACEEE), Patricia Donahue and Nicholas Hall, Co-authors. 1991. Ms. Patricia Donahue Professional References PROFESSt~NAL REFERENCES JoAnn Chance Georgia Building Authority 1 Martin Luther King, Jr. Drive Atlanta, Georgia 30334 (404) 463.0715 Ms. Terry Singer, Executive Director National Association of Energy Service Companies 1615 M Street, Suite 800 Washington, DC 20036 (202) 822-0950 Mr. Tom Rados, Assistant Director Bureau of Public Works Pennsylvania Dept. of General Services 18th and Herr Streets Harrisburg, Pennsylvania 17105 (717) 787-7519 Floyd Daniels Mississippi Development Authority 501 N. West Street, 7th Floor Jackson, FL 39201 (601) 359-6606 Mr. David Godfrey Georgia Environmental Facilities Authority Harris Tower 233 Peachtree, NW Atlanta, GA 30303 (404) 962-1091 Mr. Bruce Stultz Pennsylvania Dept. of General Services Bureau of Facilities Management Room 414 North Office Building Harrisburg, PA 17125 (717) 705-8519 Mr. Alexander Mack, Program Manger Florida Department of Environmental Protection 2555 Shumard Oak Drive Tallahassee, FL 32399 (850) 245-8265 Mr. Chuck Goldman, Program Manager Energy Analysis Department Lawrence Berkeley National Laboratory MS90-4126 1 Cyclotron Road Berkeley, CA 94720 Phone: (510) 486-4637 Ms. PaVicia Donahue Energy Performance Contracting Clients ENERGY PERFORMANCE CONTRACTING,CL.IENTS Federal Agencies U.S. Environmental Protection Agency (EPA) U.S. Department of Housing and Urban Development U.S. Department of Energy General Services Administration States and Local Government Clients Georgia Building Authority Illinois Dept. of Energy & Natural Resources City of Chicago Commonwealth of Pennsylvania Chicago Park District Georgia Department of Corrections State of Colorado, Office of Energy Conservation City of Tampa Arlington Heights Park District YMCA of Greater Chicago New York State Energy Research & Development Authority City of Evanston State of Mississippi North Carolina Energy Office Florida Energy Office Escambia County Government Chicago Park District City of Atlanta Hernando County Government Broward County Government St. Lucie County Government Osceola County Government City of Lakeland Hillsborough County Sheriff's Department Georgia Environmental Facilities Authority Florida Department of Management Services State of Maryland Educational Clients Edinboro University Shippensburg University Northeastern Illinois University West Chester University Palm Beach County Schools Hernando County School District Pinellas County School District University of Utah Central Florida Community College Brevard Community College Marion County Schools, Florida Polk County School District Lee County School District Escambia County School District Broward County School District Illinois Institute of Technology Research Institute Public Housing Authorities Chicago Housing Authority Richmond Housing Authority Rockford Housing Authority Greenville Housing Authority Wilmington Housing Authority High Point Housing Authority Other National Association of State Energy Officials National Association of Housing and Rehabilitation Officials Public Housing Authorities Directors Association Florida Institute of Government Oak Ridge National Laboratory National Association of Energy Service Companies Educational Energy Managers Association of Florida Florida Educational Facilities Planners' Association Chicago Hospital Association Association for Energy Affordability Lawrence Berkley Laboratory Ms. Patricia Donahue Summary of Relevant Capabilities and Experience SUMMARY QF RELEVANT ENERGY PERFORMANCE CONTRACTING SERVICE CAPABILITIES AND EXPERIENCE - Design and prepare customized procurement, evaluation and contracting documents - Provide instructions and guidance in the preparation of technical facility profiles - Provide listing of Energy Service Companies (ESCOs) from around the county - Provide demonstrated comparative evaluation methodology for ESCO selection - Conduct performance contracting evaluation training - Fully participate on evaluation teams - Review and evaluate competing ESCOs written proposals - Assist in checking ESCOs client references - Prepare written questions to be asked of ESCOs at oral interviews - Compile evaluation data and generate evaluation data documentation - Review proposed contract documents for substantive performance contracting provisions. - Prepare detailed briefing memoranda on contract issues, conduct phone consultations, and participate in contract negotiations as requested - Educate legal counsel regarding the implications of substantive contract provisions - Negotiate the terms of energy savings guarantee language - Prepare energy performance contracting manuals and guidebooks - Design state performance contracting program processes, procedures and technical assistance service offerings - Develop program tracking methods - Design and conduct educational training/workshop sessions - Assist in the development and review of legislative initiatives David Matthew Birr, President Synchronous Energy Solutions, Inc. 329D Woodview Road Barrington, Illinois 60010 Business: (847) 842-9106 Fax: (847) 842-9145 E-mail: DaveBirr@aol.com • Nationally recognized expert on energy performance contracting • Over 25 years' technical experience designing, managing, and monitoring energy efficiency projects • Over 20 years' experience negotiating and testifying as a technical expert on utility DSM programs and energy service contracts • Over 25 years' experience developing and evaluating energy programs and policies for government agencies • Over 25 years' experience providing technical training on energy technologies, procurement policies, monitoring methods and environmental policy. TECHNICAL PROJECT MANAGEMENT 8~ ENERGY PERFORMANCE CONTRACTING CLIENTS: Federal Agencies Lawrence Berkeley National Laboratory National Association of Energy Service Companies U.S. Environmental Protection Agency (EPA) (NAESCO) U.S. Department of Housing and Urban Development U.S. Department of Energy States and Local Governments Georgia Building Authority Michigan Energy Office City of Chicago Commonwealth of Pennsylvania Chicago Park District Illinois Department of Transportation City of Cincinnati, Ohio Illinois Department of Central Management Services State of Hawaii Lehigh County, PA Cook County, IL North Carolina Energy Office Florida Energy Office City of Evanston Illinois Department of Commerce and Economic Opportunity City of Atlanta Georgia Department of Corrections State of Colorado, Office of Energy Conservation Mississippi State Energy Office County of Berks, PA Dauphin County, PA Allegheny County, PA Universities and Schools Oakland University Eastern Illinois University Shippensburg University Northeastern Illinois University West Chester University Northwestern University Norfolk Public Schools Millersville University Southern Illinois University Edwardsville Edinboro University University of Illinois at Chicago Marion County Schools, Florida East Lycoming School District Governors State University Illinois State University Dave Birr Credentials Page 2 Public Housing Authorities Housing Authority of Joliet Chicago Housing Authority LaSalle Housing Authority Charieston Housing Authority (West Virginia) Virgin Islands Public Housing Authority Rockford Housing Authority Hawaii Public Housing Authority YMCA of Metropolitan Chicago New Albany Housing Authority City of New Britain Housing Authority Pittsfield Housing Authority San Antonio Housing Authority Kankakee Housing Authority Albany Housing Authority Other Chicago Building Owners and Managers Association Donahue and Associates, Inc. E-Source, Inc. E-Cube, Inc. Illinois Bell Telephone Company Sieben Energy Associates Tetra Tech, Inc. Delta Institute American Medical Design Consultants Midwest Energy Efficiency Alliance Enlightened Energy Consultants Energetics Science Applications International Corporation Profile Systems Leveraged Solutions Wisconsin Energy Conservation Corporation EXPERT WITNESS AND ARBITRATION CLIENTS: State of Iowa Facilities Improvement Corp. Illinois Office of Public Counsel Citizens Action Coalition of Indiana Business & Professional People for the Public Interest Resource Insight West Chester University Hogan, Marren, Ltd. Paducah Housing Authority Legal Assistance Foundation of Chicago City of Chicago O'Rourke Katten and Moody St. Lucie County, Florida Viron Energy Services Sachnoff & Weaver, Ltd. Bamberger, Foreman, Oswald and Hahn, LLP Bryan Cave LLP TECHNICAL TRAINING CLIENTS: Florida Energy Office Center for Neighborhood Technology U.S. Department of Energy Resource Development Institute American Public Works Association Air Pollution Control Association Energetics Illuminating Engineering Society Occupational and Environmental Health and Safety Education and Research Center Midwest Energy Efficiency Alliance U.S. Dept. of Housing and Urban Development IL Dept. of Energy and Natural Resources Chicago Building Owners & Managers Association National Association of Energy Service Companies NY State Energy Research & Development Authority Commonwealth of Pennsylvania National Center for Appropriate Technology Rocky Mountain Association of Higher Education Facilities Officers University of Illinois at Chicago Wilbur Wright Community College EDUCATION: Bachelor of Science Degree, Industrial Engineering; Northwestern University - 1975 Graduate studies, Industrial Engineering, Energy and Environmental Policy; Northwestern University - 1975-1979 PROFESSIONAL MEMBERSHIPS: Member, National Accreditation Committee, National Association of Energy Service Companies. Member, Indoor Environmental Quality Subcommittee, International Performance Measurement & Verification Protocol. David Birr has been a member of several professional associations such as the Association of Energy Engineers (AEE) and the Environmental Engineers and Managers Institute and received several awards from the AEE, Chicago Chapter, including a Wise Owl Award and the 1999 Energy Manager Award. Dave Birr Credentials Page 3 PUBLICATIONS LIST FOR DAVID BIRR "NAESCO Analysis of Non-Energy Benefits of Efficiency Retrofits for ESCOs and ESCO Customers" by David Birr and Terry E. Singer, Principal Authors. National Association of Energy Service Companies with funding from the US Department of Energy. December 2008. "Penformance Contracting and Energy Efficiency in the State Government Markef" by Ranjit Bharvirkar, Charles Goldman, Donald Gilligan, Terry E. Singer, David Birr, Patricia Donahue and Scott Serota, Principal Authors. Ernest Orlando Lawrence Berkeley National Laboratory, November 2008. `A Survey of the U. S. ESCO Industry: Market Growth and Development from 2000 to 2006" Nicole Hopper, Charles Goldman, Donald Gilligan, Terry E. Singer and Dave Birr, Principal Authors. Ernest Orlando Lawrence Berkeley National Laboratory, May 2007. "Public and Institutional Markets for ESCO Services: Comparing Programs, Practices, and Performance" by Nicole Harper, Charles Goldman, Jennifer McWilliams, Dave Birr, and Kate McMordie. Ernest Orlando Lawrence Berkeley National Laboratory, March 2005. "The Federal Market for ESCO Services: How Does it Measure Up?" by Nicole Harper, Charles Goldman and Dave Birr. Ernest Orlando Lawrence Berkeley National Laboratory, Proceedings of the 2004 ACEEE Summer Study on Energv Efficiencv in Buildings, August 2004. (Also published in the NAESCO Journal, August 2004) "The Impact of Energy Efficiency Technologies on School Indoor Air Quality -Inside and Out: Lessons Learned from the EPA/NAESCO Energy and Indoor Air Quality in Schools Project," by Dave Birr, Chris Fontana, Emilio Braganza, Energy Efficiency Journal, May 2001. Meeting the Challenge, How Energv Performance Contracting can HeID Schools Provide Comfortable, Affordable, Healthy, and Productive Learning Environments. David Birr and Patricia Donahue, Co-authors. Published by the National Association of Energy Service Companies with funding from the US EPA. March 2001. "Meeting the Challenge: Providing High-Quality School Environments Through Energy Performance Contracting,"by Dave Birr. School Business Affairs, December 2000. "Energy Performance Contracting Improves the School Indoor Environment," by Dave Birr. Supplement to School Planning & Management, June 2000. "Indoor Air Quality Appendix," David Birr, contributing Author. 1999 International Performance Measurement and Verification Protocol. David Birr served as the official NAESCO representative to the IAQ subcommittee. `An Air of Concern,"Terry E. Singer, Tania Shonkwiler, David Birr, Co-authors. American School and University. May 1998. "Choosing an ESCO: Helpful Hints from an ESCO Evaluator." David Birr, Author. Energv Efficiency Journal, Vol. 1, No. 3. `Advantages of Energy Performance Contracts Compared to Standard Procurement Approaches," David Birr, Author. DOE-HUD Energy Performance Contracting Training Manual. "Measurement, Monitoring, and Maintenance as the Keys to Persistent Project Performance," David Birr, Author. DOE- HUD Energy Performance Contracting Training Manual. "Why Indoor Air Quality Problems in Schools should not be Ignored by School Administrators: What ESCOs Need to Know,"Terry E. Singer, Tania Shonkwiler and David Birr, Co-authors. Energv Efficiency Journal, Volume 5, No. 4. "Energy and Indoor Air Quality in Schools: Preliminary Lessons from the EPA/NAESCO Demonstration Project, " Yasmine Redding, David Birr and Jed Harrison, Co-authors. Energv Efficiencv Journal. Volume 7, No. 1. "School Solutions: How to Save Money and Improve Indoor Air Quality Using Energy Performance Contracts, "David Birr, Author. Published by the National Association of Energy Service Companies. "Special Report: IAQ and Energy School Solutions,"David Birr, Author. Energv Decisions, November 1999. Dave Birr Credentials Page 4 PUBLICATIONS LIST FOR DAVID BIRR (cont'd) "Getting Past the Appeal of Low First Cost Decisions: Commissioning Could Be the Cure," David Birr, Energy User News, August 2002 "Using Energy Performance Contracting to Improve the School Environment Provides Many Benefits," David Birr, Author. Energy Efficiency Journal, Volume 8, No. 1. Selected List of David Birr's Professional Training Experience 2008 Energy Performance Contracting and Indoor Air Quality (two trainings; Midwest Energy Efficiency Alliance) Energy Performance Contracting for State and Public Agencies; (series of three trainings in PA, MI and IL) Energy Performance Contracting for Public Housing Authorities (Delta Institute) High Performance Buildings (DePaul University Center for Real Estate) Non-Energy Benefits of Energy Projects (NAESCO annual conference) 2007 Energy Performance Contracting and Indoor Air Quality (Midwest Energy Efficiency Alliance ) Energy Performance Contracting for Texas Public Housing Authorities Energy Performance Contracting for Mississippi's Public Agencies (series of three statewide trainings) Energy Performance Contracting from the Owner's Perspective (NAESCO regional meeting) Energy Performance Contracting for Public Housing (Delta Institute) Savings Measurement and Verification (NAESCO regional meeting) Avoiding Contract Disputes (NAESCO regional meeting) 2006 Energy Performance Contracting for Texas Public Housing Authorities Sustainable Cities Conference Energy Performance Contracting for Public Housing (Delta Institute) Project Commissioning (series of three training for the Wisconsin Energy Conservation Corp.) 2005 Indoor Air Quality (Building Operator Certification. ISU, Normal) Indoor Air Quality (BOC, Chicago Center for Green Tech) Evaluating EPC RFPs (NAESCO SE Regional conference) NAESCO Mid-Year Conference (Austin, TX) 2004 Energy Efficient Lighting (Building Operator Certification, UIC, Chicago) Indoor Air Quality (Building Operator Certification, EIU, Charleston, IL) Energy Performance Contracting (Georgia Building Authority, Atlanta, GA.) Energy Performance Contracting for State Facilities (NAESCO) State Energy Programs for Energy performance Contracting (Rebuild America) Measurement and Verification (NAESCO Mid-Year Conference, Seattle, WA.)) Energy Efficient Lighting (Building Operator Certification, UIC, Chicago) Indoor Air Quality (Building Operator Certification, Chicago) Energy Performance Contracting for Public Housing (Raleigh, NC) Quantifying the Other Benefits of Efficiency (NAESCO Annual Conference, Newport Beach, CA.) 2003 Indoor Air Quality and Energy Performance Contracting (DCCA) Indoor Air Quality and Energy Performance Contracting (NYSERDA) HUD Energy Performance Training for PHAs, 5 days of training (ERCCE, Chicago, IL) Energy Performance Contracting Training (Georgia Building Authority) Energy Performance Contracting in Universities (NAESCO, PA) Energy Performance Contracting in State Facilities, 5 statewide training sessions (NC State Energy Office) 2002 Environmental Quality and Productivity (Mid-Year Conference NAESCO) HUD Energy Performance Training for PHAs, 5 days of training (ERCCE) Rebuild America Energy Performance and IAQ in Schools (DCCA) NAESCO Annual Conference (NAESCO) 2001 Using Performance Contracting to Improve IAQ, Washington Association of Schools (US EPA) Wisconsin Schools Indoor Air Quality and Energy Efficiency (NAESCO) NAESCO Mid-Year Conference: Commissioning (NAESCO) HUD Energy Performance Training for PHAs, 5 days of training (ERCCE) Energy Efficient Lighting and Energy Performance Contracting (IESNA) Indoor Air Quality (US EPA) IAQ in Schools (US EPA) Dave Birr Credentials Page 5 2000 Energy Performance Contracts (Commonwealth of Pennsylvania, Department of Environmental Protection) Energy Performance Contracts, 2 days of training (US EPA, Commonwealth of Pennsylvania) US DOE Energy Performance Contracting (US DOE) HUD/DOE Performance Training for PHAs, 5 days of training (ERCCE) Energy Performance Contracting (Rocky Mountain Higher Education Facilities Officers) 1999 NAESCO Mid-Year Conference; Dispute Resolution (NAESCO) Energy Performance Contracting for PHAs 5 days of training (ERCCE) Energy Performance Contracting and Measurement and Verification (NYSERDA) Energy Efficiency/Air Quality Seminar (National Conference of State Legislators) Energy Performance Contracts and Indoor Air Quality (National Association of State Energy Offices) 1998 Energy Performance Contracting (NAHRO) Energy Performance Contracting (NAESCO Annual Conference) 1997 Energy Performance Contracting Workshop (Florida Energy Office) 1996 US DOE/HUD Energy Performance Contracting For PHAs (Chicago, US DOE) BOMA Commercial Cooling Conference (BOMA, Chicago) 1995 Efficiency in Existing Buildings Research (US DOE) . 1994 US DOE/HUD Energy Performance Contracting for PHAs (Philadelphia, US DOE) 1993 US DOE/HUD Energy Performance Contracting for PHAs (San Francisco, US DOE) State Florida Energy Performance Contracting (FEO) 1992 US DOE/HUD Energy Performance Contracting for PHAs (Boston, US DOE) 1991 Energy Performance Contracting (International Association of School Board Officials) 1990 Energy Performance Contracting (Resource Development Institute, St. Louis) NAESCO Mid-Year Conference (NAESCO) 1988 Energy Efficient Maintenance, 3 days of training (Center for Neighborhood Technology, Chicago) 1987 Residential Indoor Air Quality (Evanston Environmental Association) US DOE ICP Workshop on Energy Performance Contracting (US DOE, Washington, DC) Co-Energy 87 on Energy Performance Contracting (Northeast Utilities) 1985 Codes and Indoor air Quality (Chicago Air Pollution Controls Association) 1983 Public Buildings Energy Efficiency (American Public Works Association, Chicago) SUMMARY OF ENERGY PERFORMANCE CONTRACTING SERVICE CAPABILITIES: • Prepare customized Request for Proposal documents. • Evaluate the technical feasibility of specific sites for a performance contracting project. • Provide instructions and guidance in the preparation of Technical Facility Profiles. • Analyze and negotiate baseline utility rates. • Provide performance contracting training services. • Conduct technical reviews of engineering calculations in ESCO proposals and energy audits. • Negotiate energy efficiency project commissioning procedures. • Review proposed contract documents for substantive performance contracting provisions and technical accuracy. • Educate legal counsel regarding the implications of technical contract provisions. • Assist in the negotiation of the technical scope of projects. • Negotiate the technical and financial terms of energy savings guarantee language. Dave Birr Credentials Page 6 • Review the reasonableness of cost estimates for ESCOs technical services • Negotiate energy service contract provisions related to warranties, correction of installed work, operating responsibilities, energy measure upgrades and alterations, malfunctions and emergencies, defined material changes in performance and events of default and remedies. • Audit and review monthly performance monitoring reports. • Arbitrate and mediate energy performance contract disputes. • Conduct an independent review of the technical feasibility of proposed efficiency measures. • Evaluate proposed material and operational cost savings. • Negotiate and review proposed interim savings calculations. • Draft energy audit agreements. REFERENCES Mr. Paul Meister, P.E., CEM Energy Engineer Penn State Facilities Engineering Institute 135 East Nittany Avenue, Suite 414 State College, PA 16801 Phone: 814-865-3368 Mr. Tom Krupiarz Program Manager Michigan Department of Labor and Economic Growth Energy Office 611 W .Ottawa Lansing, MI 48933 Phone 517-241-6184 Mr. Bruce Stultz Pennsylvania Department of General Services Bureau of Facilities Management Room 414 North Office Building Harrisburg, PA 17125 Phone: (717) 705-8519 Gary Reed, P.E. Director of Facilities Planning and Management Eastern Illinois University 600 Lincoln Avenue Charleston, IL 61920-3099 Phone: 217-581-2199 Mr. Chuck Goldman Program Manager Energy Analysis Department Lawrence Berkeley National Laboratory MS90-4126 1 Cyclotron Road Berkeley, CA 94720 Phone: 510-486-4637