2010-27397 Resof. _ - - -
~- ~. - ~.
. - ~ RI~SOLUTION" NO. ~ 2010-27397
t ;
. ~ ~ ~,
- ~ A. RESOLUTION OF THE MAYOR AND C1TYCOMMISSION OF
~, -
THE. CITY OF IWIIAMI BEACH, ,FLORI`DA, APPROVING, IN
. ~ SUBSTANTIAL f~ORM, THE CITY'S ENERGY .SERVICES
AGREEMENT ~. WI'TH : AMERESCO FOR THE PURPOSE OF
. ,
PROVtD:1NG~ ENEF~GY CONSERVATION MEASURES (ECM''s), ,
,.
. CONSISTING OF- S'ERVECES, SYSTEMS- AND ~ FACILITIES
DESIGNED TO REDUCE ENERGY -CONSUMPTION AND COSTS
~..
- -
- IN .BUILDINGS O1dVNED ANDOPERATED BY THE CITY; AND.-
. - FURTHER AUTHORIZING ~ THE CITY MANAGER. AND CITY
. ~ -
CLERK-TO EXECUTE THE AGREEMENT(S), ONCE FINALIZED.
WHEREAS, Ameresco was selected by the. City as a qualified provider to provide
.,professional services which:a willresult in decreased .energy consumption and costs, and
~,
which ervices may include~,~;but are not limited to, the following: energy-use analyses, -
the design and delivery of E:CM's which consist of systems and devices to~ be installed
and maintained' on certain C-ity owned ..premises, guaranteed-energy savings, the training
of designated Cify` employeE~s, and the maintenance and monitoring. of the ECM's and
measurement, verification and, reporting of energy savings; and
WHEREAS,. under separate agreement with the ,City, Ameresco performed a
'comprehensive -Energy Audit and has. prepared an Energy Audit .Report, which was
- approved and accepted by tree City; and .
-
WHE'REA$, as the next step. in the process, the City and- Ameresco have .
negotiated the attached Energy Services Agreement (ESA), for the purpose of providing
Energy Conservation. Measures. (ECM's), consisting, of services,. systems and' facilities
.designed to reduce energy consumption and costs in bui dings owned. and operated by
». .the City; and ~ -
.-.
- WHEREAS',-.the attached Agreement will be the City's form agreement for ECM _
~~ ~ ~- ~ projects which are'selected and approved bye the. City Commission; and
-~ WHEREAS, the' Administration requests approval of the attached Agreement, in
. substantial form,. subject to negotiation of the final agreement by~~~the City Administration
, and City Attorney's Office with-Ameresco; and .
WHEREAS, Ameresc;o .has agreed to guarantee a level, of energy savings to be
achieved: as the result of the professional services to be provide-d under this Agreement.
E - - .
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{ r . ..i ..
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NOW, ,THEREFORE:,. BE IT DULY RESOLVED. BY THE MAYOR AND THE
.CITY COMMISSION OF THIE CITY OF MIAMI BEACH; FLORIDA, that the Mayor and
city ~ Commission hereby approve; in substantial. form, the City's Energy .Services:
:Agreement with Ameresco, 'For the purpose ofproviding Energy Conservation Measures
. (EGM's), consisting of services, ,systems and facilities designed to reduce energy.
- consumption and costs in buildings owned ,and operated by the City;. and further ~ '` .
" ~ authorizing the City Manager and CityClerk to execute the Agreement(s).,, once finalized.
PASSED and ADOPTED this ~ ~~a -
~k.day of , 2010.
Ma or
ATT T:.
. CITY CLERK ~ _
T:WGENDA\201'Q\May 12\RegularWmErescoEnergySevicesAgreementReso5-12-10.doc:
. - ~ APPROVED. AS TO
. -FORM & LANGUAGE
-. .
.~ FOR EXECUTION . .
(~ ~ ~
. ~ City Attome ~ Date .
COMMISSION ITEM SUMMARY
Condensed Title:
AResolution approving an Energy Services .Agreement between the City and Ameresco.
.n.
Key Lntended 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 an Energy Services Agreement between the City and
Ameresco?
Item Summa /Recommendation:
In early 2008, after a competitive selection process, the City selected the firm Ameresco, Inc. to serve as
the City's Energy Savings Contractor (ESCO). The purpose of Ameresco's selection was to have the.
Company undertake a comprehensive energy. and resource conservation analysis for the City and to
suggest several projects which the City could implement.
The City Commission accepted the six (6) energy conservation projects at the September 9, 2009 City
Commission meeting and directed that an Energy Performance Contract be negotiated to proceed with the
implementation of the ECM's.
As indicated, the total cost of the ECM's is estimated to be approximately 14 million dollars anal the
payback term without interest associated with the financing is estimated to be 11.1 years. In the lower
section of the cash flow model, the interest costs are included and the total project payback is just under
the fifteen year term of the Agreement (2 years of construction and 13 year payback period).
The project is proposed to be financed with two (2) principal sources of funding. A federal grant in the
amount of $839,000 has been secured as part of an Energy Conservation Stimulus Program made
available to municipalities and the City has been pursuing quotes on equipment financing loans from
various banks which will be presented to the City Commission in a_separate action. item on this same
agenda.
The contract form is based on a model that was developed by the City's independent energy consultant for
general use within the State of Florida. As the contract will have a fifteen (15) year term, the contract then
also reflects monitoring, maintenance and other elements that are atypical of other construction contracts
typically entered into by the City. The contract is essentially a design build contract for which a fixed price
is provided to the City for the respective ECM's. No change orders unless initiated by the City are allowed
as part of this arrangement. The contract also provides a specific guarantee that is based on energy units
saved as part of the .implementation of the Energy Conservation Measures. For the initial year, energy
savings are valued at $1.1 million dollars. The agreement provides an annual inflation rate of 3.75% for
electric, water and wastewater savings.
It is recommended that the Mayor and City Commission approve the attached Energy Service
Agreement for the six (6) identified ECM's to be implemented- by Ameresco on behalf of the City. It is
also recommended that the Mayor and. City Commission approve a contract for ECM 1 and ECM 7 that
incorporates the required federal contract procedures. .
Adviso Board Recommendation:
Financial Information:
Source of Amount Account
Funds:
OBPI Total
Financial Impact Summary:
Ct Clerk's Office Le islative Trackin
Robert C. Middau h, Assistant Cit Mana er
Sign-Offs: i
Department Director stant City Manager City Manager`
or~~nino~
2010\M JMG
,
T:~
ay 12\Regular\Ameresce ergySe-vicesAgreementSum5-12-10.doc
m MIAMIBEACH
A A TE 7 C--
~A~~- 5-12-1y
~. ~ To: Mayor Matti Herrera Bower and Members of the City ommission
.
FROM: Jorge M. Gonzalez, City Manage
. ~ DATE: May 12, 2010: ~ ~ ..
-: ~ SUBJECT:" A RESOLUTION OF THE MAYOR D CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, APPROVING AN ENERGY SERVICES AGREEMENT
BETWEEN THE CITY AND AMERESCO, (THE COMPANY)....
ADMINISTRATION RECOMIMENDATION '
.. ,.
Adopt the Resolution approving the Energy Services Agreement. ,
. PROJECT~OVERVfEW ~ '~
In early 2008, after. a competitive selection process, the City selected the firm Ameresco, fnc.
,:
.to serve as the City's Energy Savings Contractor (ESCO). The- purpose of Ameresco's
. selection was to have the. Company undertake a comprehensive energy and resource
,~ conservation analysis for tliE~ -City and to suggest `several projects which the City could
implement. ~ ,
To date Ameresco has completed-their Energy Audit and from that Audit a list of six (6)
.. .
Ener Conservation. Measure
gy. ~ s (ECM) have been identified and: found to be feasible by
Ameresco. The Ci Commission accepted,the six (6}energy conservation projects at the ,
September 9; 2009 City Commission meeting and directed that an Energy Performance
Contract be negotiated to proceed with.. the implementation ofi the. ECM's.
The required €nergy Services Agreement. has been negotiated with Arneresco and is
- described rnor-e fully in a separate subsection that follows.
Attached as exhibits numbered 1 - 6 are narrative descriptions of the six {6) ECM projects.
Briefly described -the ECM's are as follows: (Please note that the ECM number is not
intended to be sequential, it is a reference to the number originally assigned in the Energy
.. .
Audit, as such, as some ..projects .became unfeasible, they were dropped-out and left gaps. in
the numbering sequence). ~ ~ '
ECM 1 -Facility Lighting and Lighting Controls Upgrade. This EGM generally
- ~ provides most. of they City's facilities with lighting upgrades and Lighting control.
upgrades to increase the energy efficiency.
• .: ECM 3 = Domestic Water Conservation:. This ECM provides throughout the various
City facilities,. water. c.ornserving fixtures. such as toilets, sinks, shower heads, ice
machines and laundr)~ facilities where they exist to reduce their water consumption.
_ ECM 5 - HVAC Controls. This ECM generally provides that all of the City's different
facilities will be linked into one (1) energy management system. and upgraded so that
building monitoring and' controls are more easily. undertaken and energy
conservation achieved as a result.
r ECM 6 -Geothermal District Coolin Plant. This ECM provides through three (3.)
different.elernents, the optimization of the chiller planf facility in-the Convention..
.Center, providing a geofihermal source to enhance the-efficiency of the cooling plant
. and also to expand the cooling system. to incorporate the distribution of chilled water
to City Hall, the new rnulti-purpose City garage and eventually the -777 Building.
• " ECM 7 -Geothermal Cooling Police Station. This ECM provides a geothermal
cooling source to increase the ~ efficiency of ,the Police .Department chilling
mechanism, whereby reducing energy consumption.
• ECM 10 -PowerTransformer Replacement. This ECM :provides 'for the
replacement of most cif the, power transformers currently in use within City facilities to
~~ ~ increase their energy-efficiency: .
Also attached is Exhibit 7 which illustrates the overall Energy Conservation Project cash
. flow, as well. as identifying the specific costs associated with. each ECM and the savings
achieved by each ECM. As indicated, the total -cost of the ECM's is .estimated to be
approximately 14 million doll~~rs and the payback term without interest associated with the
financing is estimated to be .11.1 years. In the lower section .of the cash flow model, the
,interest. costs are included and. the. total project payback is. just under the fifteen year term of
,the Agreement (2 years of construction and 13 year payback pe.riod).
- . ~ It is important fo note that the Energy Conservation Projects will not create savings that can
r be used by the City until the c~empletion of the contract term. The entire .project and the cash
flow model anticipates that all savings that are realized on an annual .basis are captured and
applied to pay for the project 'costs over the. term of the Agreement:
The project is proposed to b€~ financed with two {2) principal sources of funding. A federal
grant. in the amount of $83~-,000 has. been secured as: part of an Energy Conservation
Stimulus Program made available to municipalities and the City has been pursuing quotes
on ~ equipment financing owns from various.. banks which. will. be presented to the City
Commission in. a separate action item on this same agenda.
. The financing for the project has .been especially challenging given the very serious
economic climate in which the City currently finds :itself and only recently has the City been
. .
able to create the. opportunity orability to secure financing: to have this projecfi move.forward:
Energy Services Agreement Contract Terms.
Inorder to complywith federal contract requirements, it is necessary to.have.a-base Energy
Service Agreement,. as well as an agreement that incorporates specific federal provisions.
As such, the City will have two {2) different contracts as it relates to the different ECM's.
..
ECM 1 is partiallyfunded with .federal funds, while ECM.,,7 isfullyfunded with federal funds
and these two (2} would be .t:he subject of the enhanced contract with federal provisions.
~~ '
These. federal requirements will be added to the ECM 1 and ECM 7 contract as Schedule T.
- The contract form is based. on a model that was developed by the City's independent.energy
consultant for general, use within the State of Florida. The contract itself is .fairly straight
forward while most of the technical requirements are encompassed in Schedules that are.
attached to the Agreement. Cchedules A through S are a formal .part of the Agreement and
deal with the technical protocols associated with establishing the :energy consumption
. baseline, verifying -the enerrgy consumption over time, insurance, .bonds and' other .
procedures and processes required in the Agreement. A list of all of the Schedules is
. included in the .base contract in Section 3.5.
. 2
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. The contract is intended to take the Energy Conservation Projects through.. the various
: stages ~;of design, procurement, construction; iristallation, provision of ~" training,
- commissioning of the ECM's, maintenance and monitoring: the contract term. As the
.contract will have a fifteen {15) year term, the contract then: also reflects monitoring,
.. ~ .
_ .maintenance and other elements that are atypical .of other construction contracts typically
entered into by the City: The contract is essentially a design build contract for which a fxed
;price is provided to the City for the respective ECM's, No change orders unless initiated. by
.. ~ the City are allowed as part. of this arrangement. The. contract .also provides aspecific -
: guarantee that is based on energy units saved as part,of the implementation of the Energy ,
Conservation Measures: It its important to note. that while the guarantee is expre sed in
'd'ollars the actual guarantee. iscalculation based on the number of energy units saved in an
~. ~ annual cycle then translated to dollars by virtue of whatever the-appropriate rate is fo.r that
time period. For the initial }rear, energy savings are- valued, at'$1.1 million dollars. The
agreement provides an annul inflation rate of 3,.75% for electric, water and wastewater
savings:
;. - - .
-The -scope for ECM 1 and EC;M 3 affects the largest number of properties within the City as
f these -EOM's upgrade lighting and water fixtures. Most City buildings are included within
:these ECM's. Only buildings which-will be subject to demolition and/or renovated; as part. of
,a CIP project would not be included. As such, facilities such as the Flamingo Tennis Center
~and,the Parking:building on C-~ay Road were not included in these ECM's. Also, buildings for .
which it is not possible to capture. the annual energy savings to apply to the yearly principal
. .interest expense .have not bE~en included. The buildings in this category include the Bass
. ~ ~ Mus,eurn, the Miami Ballet and the Fillmore at the Jackie Gleason Theatre. In-each case,
- '#hese buildings have agreements with-the City which make maintenance their responsibility
as maintenance of the ECM's constructed is an owner responsibility going forward; it would
~req.uire independent agreements with each of those institutions and Ameresco in order to .
:include ahem in this project. There is also not a tremendous incentive on the part of third
- ~ ~ .
..,parties as no benefit will accrue to the parties as a result of the ECM's. The principal City
buildings that are affected by ECM's 1 and 3 are the Convention Center, City Half, the Police
.Building, the: 777 and the 555 Buildings: -
As indicated, the City .has utilized the' services of Patti Donahue and .David Birr (resumes
attached as Exhibits # 1.1, 12) to assist the City in negotiating and constructing the attached
'contract: Both of these partiea have significant experience in energy conservation projects .
sand were extremely helpful in fashioning language which is appropriate for the City and to
. .
assure-that industry norms ih terms of both construction approach and construction costs
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were addressed appropriately.
;Specific schedules included as Exhibits 8, 9 and 10 are. Schedule B (Exhibit 8), the Energy
Savings Guarantee, Schedule C (Exhibit 9}, Compensation to the Company and Schedule K
(Exhibit 10) project schedule.
'Schedule B illustrates the dollar value estimated for energy savings and also specific states -
. the energy, water and waste~rvater quantities-that are guaranteed in the project.
'~ Schedule C illustrates.the construction and Ameresco_ costs for each ECM and the lateryear
- costs associated with maintenance and monitoring....
. .
. Schedule K illustrates the prc~jecf timeline. It is anticipated that this total project will take 23.
. ,months to complete, with same .progressing. more. rapidly than others due to individual
complexity...
: i3 .
Conclusion
,It is recommended that the Mayor and =City Commission approve the attached Energy
.Service Agreement for the, six (6) identified ECM's to be implemented by Ameresco on
behalf of the City.. It is also recommended that the Mayor and City Commission approve a
contract for ECM 1 and ECM 7 that incorporates the required federal contract procedures.
''JMG\RCM\sam
T:\AGENDA\2010\May 12\Regular\AmerescoEnergyServicesAgreementcommemo5-12-10.doc
Attachments
ECM 1: Facility Lighting 8z .Lighting
Controls. LTpgracles
ECM Overview ,
~, During the development of thin. Detailed .Energy Audit
'(DEA), Ameresco found seve~-a1 different
.lamp ballast/fixture combinations throughout the City
of Miami Beach .(the City} facilities. Most of the
facilities currently have high-efficiency T8's and ,
compact fluorescent lighting fixtures installed.
Although a majority of the lighting systems
,throughout the City have been.. updated with 32 watt
'T8 lamps and electronic ballast, various areas of
improvement still .exist within the City's facilities. Figure 4.1: The new lighting system :will improve the
Ameresco proposes to install ~~ more energy efficient quality of light while reducing energy costs throughout
' - ~ the City..
lighting system. within these facilities that will reduce
the cost of energy, operation, and maintenance for the City. A more efficient 28 watt T$ lamp in
.combination with high efficie~icy electronic ballast will replace the existing T8 system. Parking
garage lighting at the Anchor garage ,consists of surface mounted high-pressure sodium (HP.S)
. ~ fixtures throughout the garage:.and HP.S pole fixtures on the- roof.
,The. goal of a successful lighting retrofit project is to provide recommended light levels for~safe
and comfortable use of -all .:areas, while reducing the amount of energy consumed by the lighting
system. This may mean that. areas not meeting minimum standards would require :improved . .
' ,lighting.. Concurrently, areas that exceed recommended light levels may afford opportunities for
,reducing light output. -
. IVlany.dfferent, fixture combinations were identified during our site visits, some of which do not
.perform at currently achievab]:e levels of efficiency. Wherever possible, Ameresco will
standardize lamp and ballast types and sizes to simplify the stocking and replacement of lamps
and ballasts for maintenance personnel.
The City of Miami Beach currently has :a~ minimal amount of lighting controls installed
throughoutahe City's facilities.-With the exception of the Convention Center, none of the
...facilities in the current project scope have a building lighting controls system, or occupancy
. , ~ Detailed. Energy Audit _ ~"Page content is subject to Confidentiality Restrictions"
City of Miami Beach ECM 1: Lighting.& Lighting Controls Upgrades
September 8,.2009 ~ Page 1
. ' ,-,,
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- - Green • Clean Sustainable ~ .
_ ~ - sensors. Ameresco proposes to install wall.and ceiling mounted occupancy sensors and .photo
,. - .
sensors in appropriate locations (e.g. multiple controllable fixtures, intermittent occupancy, and
- - where no safety hazards exit) Special"attention will be given when recommending ceiling
sensors in places where wall: sensors are subject to vandalism. ~ -
Parking:garage lighting (17trJ Street and Anehor Garages) will be replaced with induction .fixtures
and the perimeter fixtures in the parking decks will be equipped with photo sensors that will make- -
- use of daylighting to decrease energy consumption. When there 'is sufficient light- along the
r . - ~ . perimeter, the photo.sensors will turn the perimeter lights off -thus saving energy and extending -
the useful life of the fixture. ~ -
- The following- discussion of the existing. and proposed lighting systems explains Ameresco's
. ~ recommendations for the most ;appropriate fixture replacements and upgrades.
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,.e
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EX~II°~IT 2
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-~~~
Green • Clean Sustainable -
~E~11I 3 D.o-rr~~~~stc Ater C~~.se~v~t~on
" - ECM Ove~e~w - ~ .
" ~ Ameresco proposes to reduce .domestic water
consumption in the City of Miami Beach facilities by
` ,replacing .standard flow toilet fixtures with low- flow
water fixtures. As a part of this water .and energy ,
conservation savings measure, Ameresco will also
.'retrofit urinals with low flow flush valves and modify
lavatory .faucets with.low flow aerators. In "addition,
" - ~ :savings will be realized using sliowerhead replacements,
ice machine retrofits, and laundry washer replacements.
Figure.3.1; Existing toilets will be replaced with low
`flow. models #o help reduce water consumption.
Water conservation is the most. environmentally sound
'and "cost-effective way to reduce water. consumption. In addition to water savings there are -
:reductions in sewage treatment: charges and charges pertaining to water .heating for lavatory, sink.
-and laundry washer fixtures.. -
-
.~ . _.
m ~ EX~-II~IT 3
. .
~,
~.
~~~~~~ I .
,. . Green • Clean ,Sustainable .
~. .
:,
o
ECM -werw~~e~
Ameresco proposes to perform upgrades to the existing
' 'building level-.control systems found at.seventeen (17)
_ ;`facilities owned by the City of~Miami Beach and then integrate
these buildings into a single, citywide energy management
` ~. ,system (EMS). The citywide CMS -will .interface to the
,. .
,existing c.ontrol.systems found. at the building level so that
. - 'building. conditions, .schedules, setpoints and alarms are easily
. ~ . ~; viewable; through a common interface. The system will be
accessible from any Internet enabled computer_with web
- ~ browsing software;.-once the user. is properly .authenticated:
Also; ;the citywide EMS will be modular and expandable, Figure 5.1: A Johnson Controls DDC
;allowing existing buildings or newly constructed buildings to. overlay installed at the City of Miami
be added to the system at a later, date, ~ ~ . .Beach Convention Center.- .
,. .,
. u ' " ~ Integrating. the existing building .level control systems into a
. - ~ ..
,..single, web-based EMS allow; the-conditions at each building to be monitored in real-time from -
~. ~ .
any location.. This enhances occupant comfort while providing significant; energy savings. The
:citywide EMS will also displayseal-time alarms,, allowing for quick response times -and remote
-. ~ . ~ ,troubleshooting by;the Property Managementstaff. ~ -
. ~ ,.
;Additionally; Ameresco proposes to :implement energy savings strategies .such as demand
_.
.: :controlled ventilation (DCV), .active building scheduling and' unoccupied setback. Building
. sche
dules..can be applied through the citywide EMS, allowing HVAC equipment to'be turned off
or set back when the building is unoccupied. DCV ensures adequate building ventilation and .
;provides energy savings by controlling building outside .air intake based on C02 levels in the
. . _.
space..
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AMERESCO
Green Clean'. Sustainable
ECM 6: Geothermal District CoolingPiant
Optimization
ECM Overview
,Ameresco proposes to extend the existing chilled water loop at the Convention Center and Jackie
Gleason Theater to provide -chilled water for City Hall .and the new Municipal Parking Garage.
This, energy conservation measure (ECM) will convert the Convention Center cooling plant into a
District Cooling Plant. This project will shift inefficient chilled water operations at City Hall and
.;the new Municipal Parking Garage chilled water systems to the modernized plant currently -
!serving the Convention. Center. r In order to maximize the efficiency of the new District Cooling
:Plant; the project will also install a Chiller Plant Optimization Package to the plant, along with a
Geothermal Condenser Water System. These combined efficiency improvements to the
'Convention Center Chiller Plant will greatlyimprove cooling efficiency to the buildings served
utilizing chilled water.
j EXHIBIT 5
AMEREScO;.
f
Green • Clean • Sustainable
ECM 7: Geothermal,Cooling - Police
Station
ECM Overview
Ameresco proposes to significantly improve the efficiency of the chillers at the City of Miami
Beach Police; Station by changing the heat.rejection from the building cooling system from water
cooled towers on the roof to geothermal cooling using The earth as an underground water source
to serve as the condenser water cooling system for the Police Station Chiller Plant.
EXHIBIT 6 ~ "
. - Green • Clean .• Sustainable
EC'1VV~ 10: ~o~er T'r~~sf~r~er IZe la~~ment
~CIVI Uverve,w
- - Ameresco recommends in this energy conservation measure to replace several existing step-
- down-transformers with new energy-efficient transformers. All of the transformers are dry-
type indoor transformers that step-down (transform) 480 volt power to 208Y/120 volt power. .
Most transformers in _use .t.oday are loaded at about .25-45% of their total capacity. They are
designed to be able to trannsform the electricity up to a specific design rating and -are most
. ~ efficient at or around .the recommended .design rating. Operating at low levels for normal
- ransformers is inefficient„ The Powersmiths E-SAVER model C3L transformers proposed
for this measure isdesigned to .increase efficiency of the electricity transformation.
The standard low voltage step-down transformer is widely considered a commodity~and as _
.such the only perceived di:fferentiator in this case is price.-lowest purchase cost wins.
Commercial transformer specifications rarely require a minimum efficiency. As one would
expect, building a less efficient transformer is cheaper than building a more efficient .one,. so a
typical low-first-cost transformer will have a low up-front cost -but high operating cost, with
- the lifetime cost of the operating losses exceeding the purchase cost many times over.
.- ~~ ~ The standard transformer is built to .deliver its nameplate kVA rating under linear -load only
~~ -(building loads now include harmonic distortions from lighting and computers, and .also
motors contribute to 'a lower power factor) ..and is UL (Underwriters Laboratories) listed on
this basis. Due to its lowe~~ purchase price on the market, -these types of transformers represent
the majority of transform~,~r purchases across the country:.Coupled with the high operating
cost is the substantial lost capacity, and distortion of the.. voltage to connected equipment, ,
Understanding_that efficiency and power quality are complimentary ,goals, Powersmiths '
transformers are designed-with both in mind.-Furthermore, they have been independently
. ~ validated at Oak Ridge N~itonal Lab, a US Department of Energy test facility, to run at 98%
efficiency under single-phase nonlinear load profile, a dramatic improvement over traditional
transformers. The chart bE,low shows the efficiency and percent load a sample transformer
would have pre-and post-retrofit.
Detailed,Energy Audit "Page content is subject to Confidentiality Restrictions"
City of -Miami Beach ECM T0; Transformer Replacements
September 8, 2009 Page. 1
Green • Clean • Sustainable
Transformer Efficiency Comparison
- __
~.
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k ~B~afore/After Pawersmiths Tr~nsfortner
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EXHIBIT 7
E OVER
UNDER
�EPARAT
EXHIBIT 8
Schedule B _
Energy Savings-Guaranty
Company has formulated and, hereby .guarantees the following annual levels of energy and
operations savings to be achieved as a result of the installation and acceptance of the- Equipment
in the .amounts guaranteed and for the Guarantee Periods stated below. .Pursuant to Section
` 489.145 3(c), Florida Statutes,'there will be no stipulation as to savings amounts achieved other
than operating .and maintenance, if applicable. Savings must equal the entire cost of the. project,
, ~ not just the amount, financed. 'This guarantee is supported by [check one]. (a) [ ] a letter of
credit; (b) [ ] unconditional corporate guarantee in the form attached as Exhibit IV;
` ' ± (c)[ ] a surety bond; or (d) [ ]insurance policy,. a copy of which is attached hereto acid
' incorporated. herein.
The Energy Savings Guarantee is set forth in annual increments for the term of-the Contract, as
-. follows:
- Year
- Energy & Wati~r
Savings
Escalated at 3.75% Operations &
Maintenance Savings
Escalated at 3% Total
Savings
1 ~ $1;084;959 $460,641 $1,245,600
2 $1,125;645 $165,460 $1,291,105
3 $1,167,856 $170,424 $1,.338,280
4 $1,211,651. $175;537 $4,387,188
5 $1,257,08.8 $180,803 $1,437,891
6 $1,304,229 _ $.186,227 $4,490,456
7 $1,353,137 $191,814 ~ $1,544,951
8 $1,4D3,880 $197,568 $1,601,448
9 $1,456,525 $203,495. $1,660,020
10 ~ $1,511,145 $209,600 $1;720,745
-11 $1;.567,8.13 $215,888 $1;783,701
12 $1,626,606 $222,365 ~ $1,848,971..
13. $1,687;604 $229,036 $1,916,640
Total' $17,758,138. $2,508,858 $2Q266,996
For value .received; the undersigned guarantees the payment of any amounts due the. Agency, its
agents ;or assigns, for any failure. to achieve these levels.
~ ;
,,
Energy Savings Company:
$y:
• [Signature]
- Title:.
. (Corporate Seal)
. Date.:
. -
..
ECM ~ Description of Deliverable Cost
1 Facilit , Li htin and Li htin Control U rades $3,606,105
i
3 Domestic Water Conservation
. $384,165
5 HVAC Controls ~ $2,066,163
i
7 Geothermal Cooling -..Police Station ~ $p
10 . Power Transformer Re lacement
$1,230,61.3
6a Geothermal C~~oling -Convention Center ~ $2,826,160
T
..
'
6b
Chiller Plant Optimization ;.
$376;872
6c District Cooling Plant ~ $2,368;66;1
Total . $12,858,739
. ..
Costs, Paid from Available .Budget (Grant):
ECM _ Description.of Deliverable . '
3 ~ Domestic Water Conservation $1Ob,843
7 Geothermal Cooling -Police Station $732,157
Total $839,000
Year .Measurement l~
Es
alationtrate =
3% ~
Escalat on Rate = 3%
OTAL
~ T u
..
1 $39,733 ~ ..: $40,257 $79;990
2 $40,925 $41,465 $82,390
3 $42,153 ~ $42,709 $84,861. .
4 $43,417. ~ ~ $43,990 $87,407
5 „ $44,720 , $45;310 $90,029. , .
6 $46,061 $46,669 $92,730
.7. $47,443 - $48,069 $95,512
8 .$48,867 .~ ~ $49,511 ~ $98;.378
9 - $50,3'33 $50,996 $101;329
-
10 $51,843_ ~~ _ $52,526 $104,369
11 $53,398 ,: $54;?02 - $107,:500
1.2 '$55,000 . ~ - - $55,725 $110,725 .
13 $56;650 $57,397: _ $114,047 ~'~
Total $620,542 $628,725- $1,249,267
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. i
- - ", , ~ EXHIBIT 11
" ~ ~ ~ PATRICIA A. DONAHUE, President
" ~ ~ ~ .-
Donahue & Associates, lnc.
,.
' 2553 East Paulstan Court
Sarasota, FL 3423.7
"
` ~ ' ` - - Business: ,941.955.9109 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 exclusive) to ublic and rivatE~ non: rofit institutions, offerin s ecifiic ex ertise in methods of ener
Y p p p g p P gY
savings-based performance contracting. _ ~ ~~
j
Prior to estabtiShing herown firm, Ms. Donahue was the manager of the Energy Performance Contracting
- = " Program that she designed and managed for the 1lfinois Department of Energy and. Natural Resources from
1983-199;1: During her tonure, Ms. Dor~a'hue organized a number of professional conferences on innovative ~ _
financing and performance contracting, designed competitive procurement procedures for public~.in'stitutions, '
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 analy.~es, and served as the assistant manager of the agency's'Consumer
. Assistance Section..
-
Since 198,3.,.. Ms. Donahue has worked directly with numerous public and private nonprofit institutions. She has
provided training services and establishE.d 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 steams 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 Massachusetls 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 (1/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 Devetopment (HU ~). 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 Nationa}Association of Energy Service Companies (NAESCO)~'
- - .Public Sector Advisory Board (1985=1991) and was a member of the NAESCO Board ofDirectors (anon-voting):
She also participated on several task forces involved in public sector performance contracting :issues and as an_
invited guest- pecker at numerous national conferences and meetings.
. 1 .
Recent clients whohave 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, Gify of Tallahassee, Hernando County, Escambia County, St. Lucie County, Osceola County.; Central
- Florida Community Col ege; Brevard"Com,munity College, NAESCO, Commonweaith_of Pennsylvania, State of
Georgia, State of North Carolina, State of Maryland, State of Mississippi, New York State Research and
DeveLoprnent Authority, the National Center"for Appropriate Technology, severa public housing authorities and a
`^ ,number of'school districts. ~ _ ~ ~ ,
" I
,_
,.
Ms. Donahue received a B.A. in Sociolog`~ from Blackburn College in 1976., She has been working professionally
in the fietd~ of energy efficiency since 19'7.
.~
°~ I
. 1
E
.. Ms. Patricia Donahue
Educational. Training, Workshops, Seminars and Tutorials
EDUCATIONAL TR~EINING, WORKSHOPS, SEMINARS AND TUTORIALS
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:' "St'ate Performance Contracting Training Program" Raleigh_North Carolina.
- ~ Sponsored by the Sponsored by the NAE=SCC), North Carolina State Energy Office, South Carolina State Energy
Office, Florida Energy Office and Kentucky .Division of Energy.
-Texas State Energy Office and Texas Coirnmunity 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 a,nd Seattle, WA. Sponsored by the National Association of Energy Service Companies and the U.S.
EPA"
National Association of EnergyService Companies Annual Meeting: "Opportunities for Energy Services in the
-Public Housing Market "Stra egies for Competing Effectively~in Public Housing', West Palm Beach, FL.
Sponsoretl,by the National Center. for Appropriate Technology - ~ .
Association for Energy Affordability, .Inc., Conference on Energy Efficiency in America's Multi-Family Bui'Idings:
"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; Sarl Francisco,. CA; Chicago, 1L, 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", Mismi,~'FL. ,
Broward County, Energy.Performance Contracting Workshop: "Fundamentals of Performance Contracting in
Public Settings", Fort Lauderdale, FL. ~ ~ .
- . ~ . SMACCNA, The Trane Company & Contr~~cting 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: "Developinga 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, F'A.
. .
Florida Energy Office & Florida Institute cif 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 ,
Nafional Energy .Program Managers Conference: "Marketing Performance-Based Contracting in the Public
Sector", St. Pa u1; M N . ,
University~of Utah/Utah Energy Office, Performance Contracting Conference: "How to Finance Energy .
Improverr,ents with Someone Else's Money", Salt Lake City, UT.
Florida Energy Office, Training WorkshoK~~s: "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;
LL:
Public Housing Authorities Directors Association (PHADA), Annual Convention and Exhibition: "Energy
. Performance~Contracting Procurement 1`or Public Housing", Denver, CO.
'National Association of Housing and Rehabilitation Officials (1VAHR0), Regional Conferences: "Performance
Contrasting 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 Coa ition 2.002-
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 Slhared Energy Savings in the Federal Government, General Services
Administration, January 1988.
Committee Member,.'Pubiic 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.. ~ ~ .
- f-
Ms. Patricia Donahue
Selected Publications
I~ SELECTED PUBLICA-TIOIVS ON ENERGY PERFORMANCE CONTRACTING ~I
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, Lnc., Patricia Donahue and C)avid 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 2:001, 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..
``Ever Performance Contractin A Nevv Tool for Financin Ener Pro'ects" Patricia Donahue, Author. Ener
gY g~ g gY J gy
-User News, X01. 28, No. 8, August, 2000.
:Energy Performance Contracting Manuel; Florida Department of Community Affairs, Florida Energy Office, Patricia
Donahue,: Donahue & Associates Inc, Acithor. 1994. Updated March 2000.. Updated June 2003..
Public Sector Energy Performance Contracting in New York State, New York State Energy Research and
Development Authority (NYS:ERDA), EUA Citizens Conservation Services, Project Manager, Patricia Donahue,
;Dona'hue & Associates, Inc.,. Principle Reviewer and Consultant to Project Team. 1998
Energy Performance Contracting in Florida, Volume I, 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 a!nd Urban Development, Patricia Donahue, contributing Author. 1992.
"A Comparative Methodology for`Evaluat:ing and Selecting Qualified Energy Performance Contracting Companies",
American :Counci for an Energy-Efficient:'Economy (ACEEE), Patricia Donahue and Nichoias Hall, Co-authors.
.1991:
. Ms. Patricia Donahue
Professional References.
PROFESSIONAL REFERENCES
JoAnn .Chance ~ Ms. Terry Singer, Executive Director.
Georgia Building Authority National Association of Energy Service Companies
1:Martin Luther King, Jr. Drive. 1615 M Street, Suite 800
Atlanta,. GYeorgia 30334 ~ Washington, DC 20036
.(404) 463.0715 - (202) 822-0950 .
Mr. Tom Rados; Assistant.Director Mr. Bruce Stultz,
Bureau of Public Works Pennsylvania .Dept. of General. Services .
Pennsylvania Dept. of General Services- ~ Bureau of Facilities Management
18th and ,Herr Streets ~ ~ Room 414 North Office Building
Harrisburg, Pennsylvania 17105 Harrisburg, PA 17125 . -
(-717) 787.-7519 (717) 705-8519
Floyd Dan~ieis . ~ ~ Mr. Alexander Mack, Program Manger '
Mississippi Development Authority Florida Department of Environmental Protection
501 N. West.Street, 7t" Floor ~ 2555 Shurnard Oak Drive
Jackson, FL 39201. Tallahassee, FL 32399
(601) 359-6606 ~ {850) 245-8265.
Mr: David~G`odfrey Mr. Chuck Goldman, Program Manager
.. .Georgia Environmental Facilities Authority Energy Analysis Department
Harris Tower ~ Lawrence Berkeley National Laboratory
233 Peachtree; NW ~ MS90-4126
~. Atlanta, GA 30303. ~ ~ ~ 1 Cyclotron Road
(404} 962-1091 Berkeley, CA 94720
_. J
,~
. ;; Phone.: (510) 486-4637 ~ .
' ~
Ms. Patricia Donahue J
•
'Energy Performance £ontracting Clients
ENERGY PERFORMANCE CONTRACTING CLIENTS
..
,,
Federal Agencies- - ••
U,S: Environmental Protection Agency {EPA): ~ U.S. Department of Energy
U.S. Department of Housing and Urban Dev€;lopment General Services Administration
States arid~Loca1 Government Clients ~ •
..
•
Georgia Building Authority ~. North Carolina: Energy Office .
. Illinois Dept. of Ensrgy & Natural Resources Florida Energy Office
City of Cf1•icago ~ Escambia County Government
Commonwealth of Pennsylvania Chicago Park• District ..
Chicago Park District .City of. Atlanta
Georgia, Department of Corrections ~ Hernando County Government
State of Colorado, Office. of Energy Conservation Broward County Government
City of Tampa ~ St. Lucie County Government "
Ar.lin~gton. Heights Park District
~
• Osceola County'Government
•
YMCA of Greater Ghica o"
g y
Cit of Lakeland ,
New York State 'Energy Research &. Hillsborough County Sheriff's Department
` Development Authority. Georgia Environmental Facilities.Authority • •
City ofi Evanston Florida Department of Management Services
- State of Mississippi y _ ~ State of Maryland -
Educational Clients ~ _ - .
Edinboro University ~ ~ Central Florida Community College ~ ~.
Shippensburg University _
~ Brevard Community College
Northeastern Illinois University Marion County Schools, Florida
West Chester University - Polk County School District
. Palm ..Beach. County Schools Lee County School District:
Hernando County School District - "
-. Escambia County School-District
Pinellas County Sehoof District ...
Broward County School District
. Un:iversityof Utah Illinois Lristitute.of Technology Research Institute:
". Public Hotasing Authorities
.,
Chicago Housing Authority ~ ~
Greenville Housing Authority •
~~ Richmond Housing Authority Wilmington Housing Authority ,
Rockford. Housing Authority High Point Housing Authority •
Other : ~ • ..
. ~ - .
:National Association of State. Energy Official: ~ National Association of ,Energy Service Companies -
`Natioral Association of: Housing and Educational. Energy Managers Association of Florida
Rehabilitation Officials ~ _ Florida Educational .Facilities Planners' Association
..Public Housing Authorities. Directors Association Chicago Hospital Association
.
Florida Institute of Government ~ _
Association for Energy Affordability
-0ak,Ridge National Laboratory Lawrence Berkley Laboratory
Ms Patricia Donahue
Summary of Relevant Capabilities and Experience
`SUMMARY OF RELEVANT ENERGY PERFORMANCE CONTRACTING SERVICE'
(CAPABILITIES AND EXPERIE9VCE
~- Design grid prepare customized procurement, evaluation. and contracting documents
- . - . Provide instructions and guidance in the preparation of technical facility profiles .
~.;
. -„ Provid'e 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 ESGOs client references
Prepare written questions to-be asked of ESCOs at oral i-nterviews
: - Compile evaluation data and generate eva+uation data documentation
-- Review proposed` contract documents for substantive .performance contracting provisions. `~ ~ .
Prepare deta:iced 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 th,e terms of energy savings guarantee language ~ ~ ~ .
. ~.
Prepare energy performance.contracting manuals and guidebooks ~ . ,
. '- Desi n state erformance contractin
,, g p g program .processes, procedures and technical assistance service
offerings _ .
'- DeveJ'op program tracking methods
' - Design and co~riduct educational. training/workshopsessions
_ J -
~- Assist:in the development and review of legislative initiatives
. ,.
~ _
. ;
- _ ~ EXHIBIT 12
F,
David Matthew Brr, President
. Synchronous Energy Solutions, Inca
,.; 329D Woodview Road
- Barrington,. Illinois 60010
Business: (847) 842-9106 ~ Fax: (847) 842-9145
E-mail: DaveBrr@aol: com
. ~.. ,
~~; Nationally recognized expert on energy performance contracting
Over 25 ears' technical ex erience desi nin mans in and- monitorin ever efficienc ro~ects
. y p g 9~ 9 g, 9 gy Y P J
O'er 20 years' experience negotiating and testifying as a technical expert on utility DSM programs
and energyservice contracts . .
~~ Over 25 years' experience developing and evaluating energyprograms 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 &.ENERGY PERFORMANCE CONTRACTING CLIENTS:
Federal Agencies
:LawrenceBerkeley National Laboratory : National Association of Energy Service Companies
U.S.- Environmental Protection Agency (Ef'A) ~ (NAESCO)
-U.S, Department of Housing and Urban Developr~ient U.S. Department of Energy
. ;
States and Local Governments. ~ ~ j
. ..
.Georgia Building Authority ~. North Carolina Energy Office ~
Michigan Energy Office Florida Energy Office j
City of Chicago ~ City of Evanston : j
Commonwealth of Pennsylvania ~ ~ Illinois Department of Commerce. and Economic Opportunity
Chicago Park District - City of Atlanta..
.Illinois Department of Transportation ,Georgia. Department of Corrections
Gity of Cincinnati, Ohio State of Colorado, Office of Energy Conservation
Illinois Department of Central Management Services State of Mississippi ~.
j
Universities and Schools ~ ~ .
Oakland University ~ Southern Illinois University Edwardsville
Eastern Illinois University ~ Edinboro University
Shippensb;urg University ~ University of I'Ilinois at Chicago
Northeastern Illinois lJ.niversity - Marion Coun y Schools, Florida
West Chester University East Lycoming School District i
. -
. ~
{
•
"
„ ~
.
- Dave Birr Credentials.. " ;
•
I
r Page 2:
.. ,
I
. ~ .,r
• Public"Housing .Authorities ~
~ ~ ;
i
.o
Housing Authority of Joliet
,YMCA of Metropolitan Chicago . f
Chicago Housing Authority New Albany .Housing Authority -
" LaSalle Housing Authority City of New Britain Housing Authority
Charleston Housing Authority (West Virginia) Pittsfield Housng-Authority
•
.Virgin Islands Public Housing Authority
,. _ San Antonio Housing Authority.
,.
Other ,, - "
• ~ -.
Chicago Building Owners and Managers Association
~
~ American Medical Design Consultants-
~•.-Donahue and Associates,. Inc. " ~
~ Midwest Energy Efficiency Alliance j
E-Source, Elnc: ~~ Enlightened Energy Consultants
E-Cube, inc. ~ Energetics !
Illinois Bell' Telephone Company ,"
. Science Applications International Corporation
Sieben Energy Associates _ I
Profile Systems ~ E .
•
EXPERT;WITNESS AND ARBITRATI~N~CLIENT
S:
. " ;
.
" State of Iowa Facilities Improvement Corp. •
~ Legal Assistance-Foundation of Chicago
. - _
Illinois Office of Public Counsel _
' y f Chicago
Cit o .
. :
.
Citizens; Action Coalition of Indiana ,
O Rourke Katten and Moody
Business & Professional People for the Public I nterest St; Lucie County,.. Florida.
- ~ Resource.:Jnsight ~ ~ Viron Energy Services
:: West Chester University ~ ":
. ... ~ ~ . Sachnoff & 1Neaver, Ltd. ~ . •
~~ - Hogan, Marren, Ltd.
• ,
Bomberger, Foreman, Oswald and Hahn; LLP'
•,
• ,
..
.TECHNICAL TRAINING CLIENTS: ~. .
_ ~
. ; : Florida Energy Office ~ t
U.S. Dept. of Housing and Urban Development
• . ~ Center for Neighborhood Teehnol~~gy ~ IL Dept. of Energy and Natural Resources
• U.;S. Department of Energy ~ ~ ~ ,Chicago Building Owners & Managers Association•
- Resource Development Institute Nationale Association of Energy Service Companies
• American Pubiic Works Associafic~n , :: NY State Energy Research & Development Authority .
,~ ~ Air Pollution. Control Association
, Commonwealth of Pennsylvania
Energetics
~ " - ~ "National Center#or Appropriate Technology ,
111"uminating Engineering Society Rocky Mountain. Association of Higher Education ..
Occupational and ~ nyironmental Health 'and. Sa fety Facilities Officers " ~ ~ ~ . - "
Education and .Research Center Universit of.lllinois at Chico o "
Y 9 .
- -~ Middwest Energy Efficiency Alliance ~ Wilbur Wright Community College •
- 4
ELIUCATION: " i '
• Bachelor of Science Degree, Industrial Engineel-ing; .Northwestern" University = 1975
Graduate studies, Industrial Engineering, Energy and Environmental Policy; Northwestern. University -
1975 ;1979 .. ~
..
.
PRO.FES,SfONAL MEIMBERSHIPS: ,
~ ~; "
Member, National Accreditation Committee, Na tional Association of Energy Service Companies.
" "
.
.Member, Indoor Environmental Quality Subcommittee, •International Performance Measurement &
Verification Protocol.
" " n a member of several: professional. ass
David; Birr has bee ociations 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 Wi se OwI Award and the 1999 Energy Manager Award.
..,
Dave~Birr Credentials'
..Page 3 .. ° . ~ : '
PI~BLICATIONS LIST FOR.DAVID B~IRR . - ~ ~ ~ ~ ~ -
"Choosing an ESCO Helpful Hints from an ESCO Evaluator; "..David Birr, Author. 'Energy-Efficiency -
~~ Journal; Volume 1, No. 3. - - -
.« - .
3" Advantages of.Energy Pen`ormarne Contracts Compared to Standard Procurement Approaches,".David -
'Birr, Author. DOE=HUD Energy Perrformance Contracting Training,Manual.
..,
"Measurement, .Monitoring, -.and M~~intenance as the: Keys to Persistent Project -Performance, ".David Birr,~ .
Author. DOE-H'UD Energy Performance Contracting Training Manual. - ~ ~ -
. ..
"Wh lndoor~Air Qualit Problems in Schools should not be l pored b Sch-ool Administrators: What -
.: y. y g y
. . ~: ;
ESCQs Need to Know,," Terry E. Singer, ,Tapia Shonkwiler and David Birr, Co-authors. Energy Efficiency
. ,Journal, .Volume 5, IVo. 4. ~- _ _ ~ ~ •
"An Air of Concern;." Terry. E. Singer, Tapia Shonkwi,ler and David Birr, Co=authors: American School and .
Universi#v. May 1998. ` .. - .
..
- "Energy and Indoor Air Qualify.n ~-chools: Preliminary Lessons from the EPA/NAESCO Demonstration "
Project;"Yasrnine ;Redding, David Birr;and Jed Harrison, :Co=authors. Energy Efficiency Journal', Volume-
7, No. 1. _ .. -_ - .
.,
`°School Solutions: How.fo Save M~~ney and :Improve Indoor Air .Qualify. Using Energy Performance
Contracts;" David Birr, Author. ~ Published by the National Association of :Energy Service Companies::
' - ~. , , .
- - ~ ,.
"S ecial Report;. IAQ and Energy ~>chool Solutions, °' David Birr; Author. Energy Decisions, November
- p
,.. -
" 19,99:' ,. ~ ~ .
" Gettin Past the A eai of "Low First Cost. Decisions:. Commissioriin Could
. ~ ~ ~ g pp. g Be the Cure;"David` .
Brr,Energy User News; August,2002
`` Usin Ener Performance Contra "
g.. gy ding to 1-nprove fhe Schoo/ Environment Provides IVlany Benefits,"
David; Birr,,, Author. Energy Efficien~w :Journal; Volume 8, No: 1. _ ~ -
.:
" ~y P - ~ ,
Meeting the Challenge; How-`Enerc erforrnance Contracting can Hefp Schools: Provide Comfortable,
" ~ .Affordable Healthy and Productive ~ -
~,_ ~~Learning Environments.David Birr and Patricia Donahue,:Co= -'
..
authors.l'ublished by the National ,Association of Energy`Service Companies withfunding from the: ~ ~ `
-~- '~ .United States" Environmental Protection Agency in 20.0-1.. -
"Indoor Air Quality Appendix, °'~David Burr, contributing Author. 1999 International Performance • -
. ,
Measurement and Verification Proiocot: D"avid Birr served as~ the official NAESCO -representative tv the
- subco;mrriittee, which wrote the appendix. •
" "Energy Performance Contracting Improves the Sch
• ~ ool Indoor Environment;-" by Dave Birr. Supplement -
: to School -Planning & Managemen~`,~ June 2000._ ~ ~ ~ - . '
. ~ ~ ~ ..
"Meeting the Challenge: Providing High-.Quality'School Environments. Through:. Energy Performance .
• ~ Contracting," by. Dave Birr. School Business Affairs,-December 2000: •
•« ~ gY ~ y 9 . ::
;The Impact of Ener Efficienc Technolo ies on School Indoor Air Quality - Inside and Out: Lessons
- Learned from the EPA/NAESCO Energy and lndoorAir Quality in Schools Project," by Dave ~Birr; Chris .
t ,. :. ~ ,
. Fonfana, Emilio Braganza,. Energy Efficiency Journal, May 200.1-. r ,
.
,. 3 .. .
. r ..
.. .
.,
'Dave Birr Credentials. -
Page 4
"The Federal Market for ESCO Services:. How~Does pit Measure Up?" by Nicole Harper,, Charles Goldman
Viand Dave Birr. Ernest Orlando Lawrence Berkeley National Laboratory;. Proceedings of the 2004
ACEEE Summer Study on Energy.Efficiency in Buildings,.August2004. (Also published in the NAESCO
Journal; August 2004); .~ .
. ;, ~ -
"Public and Institutional Markets for.- ESCO Services; Comparing Programs, Practices, ..and Performance"
- by Nicole ;Harper, Charles Goldmann, Jennifer McVVilliarns, Dave Birr, and Kate McMordie. Ernest
Orlando Lawrence .Berkeley National Laboratory; March 2005.
Selected-;List of David B'irr's Profes:~ional Training Experience ~ ~~ ~ -
` ~ ~ _
..
February1983---Public Buildings Energy Efficiency {American Public V1/orks Association; Ch~i~cago)
Decembe°r :1985-=-Codes and Indoor air C,2uality (Chicago Air Pollution Controls Association)
~J'une 1987 ~==Residential Indoor Ar~C~u~ality (Evanston Environmental Association) - . -
Jtaly 1987'=--US DOE ICP. Work`shop~on Energy Perfiormance Contracting (US DOE; Washington, DC)
September 1987 ==Co=Energy 87 on Energy Performance Contracting (Northeast Utilities.) ~ ..
1988-=-Ener~ Efficient Maintenance, :3-da s of trainin Center for Nei hborhood Technolo Chca o - .
gY Y 9 ~ 9 9Y, g )
- Februa 1990---Ever Performance Contractin Resource Develo merit Institute, St. Louis)
ry ; gY 9 ( P ,
`. May 1990--=NAESCO Mid-Year Confeirence (NAESCO)
Novembe~r.1~991---Energy PerformancE, Contracting (International Association ofSchoot Board Officials) .
- 1992-- USA DOE/HUD Erier Performance Contractin for PHA's 'Boston; US DOE =
gY g. ( )
-1993=--US D~C?E/HIJD Ener Perform~~nce Contractin for PHA's San Francisco .U
. gY g ( S DOE). `
June 1993--=State Florida Energy Performance Contracting (FEO) ~ ~ '~
-.. 1994---US DOE%HUD Energy Perform~~nce Contracting for PHA's (Philadelphia, US DOE)
..September 1995---Efficiency in 'Existing Buildings Research (US DOE)
..
1996--=US DOE/HUD Energy Perform~~nce Contracting- For PHA's `(Chicago, US DOE) ~ ~, ~:
February x1996---BOMA Commercial' Cool?ng Conference (BOMA, Chicago) .. ~ ~ -
..
±September T99.7==-Energy Performance Contracting Workshop (Florida.Eriergy Office) ~.. - •
,,
~, . September 1998--=Energy ,Performance- Contracting. (NAH.RO)
- ;November ;1.998---Energy Performance Contracting (NAESCO Annual Conference) ;
May 1'999-=-NAESCO Mid=Year Conferrence; Dispute~Resolution (NAESCO)
May 1999---Energy Performance Contracting for`PHA's, 5 days of training (E~RCCE)
July .1999' -=Energy. Performance: Contracting and Measurement and Verification. (NYSERDA)
. Jul 1999=--Frier Efficient /Air C~ualiit Seminar National Conference of State Le rslators ..
.Y JY Y Y (- g~
September:.1999---,Energy Performance Contracts and Outdoor Air Quality (National Association. of State
- Energy Offices):....:, _ .
Janua 2000.-'=~-Frier Performance Contracts Comoro
' ry ,. gy '( nwealth of Pennsylvania, Department of
~, ~. Environmental Protection). ~ ~ ~.
April.:2000-=-Energy Performance Contracts,2 days of training(Department of Environmental Protection, PA)
. -
May 200.0---.US DOE Energy Performance .Contracting (US DOE,) ~~
June 2000---HUD/DOE Performance Training for P:HAs; 5 days of training `(ERCCE) -
, ~ .
September 2000---Energy Performance Contracting {Rocky Mountain Higher Education Facilities Officers)
. , :March 2001--=Using -Performance. Contracting to, lmproye IAC,~, Washington.Association Hof Schools (U:S .
.EPA) ,, F
r April 2001,=--1Niscorisin Sch.ools~lndoor Air C,2uality and Energy Efficiency (NAESCO)
i'.
_May 2001'-=-NAESCO •Mid-Year Conference: Commissioning (NAESCO)
a .. .. ..
. ,June 2001:=--HUD Energy. Performance Training. for PHAs, 5-days of training (ER'CCE) .
August 2001-- Energy Efficient Lighting. and Energ-y. Performance Contracting (IESNA), .~
. - ~ •_
September 200:1---:Indoor Air Quality (tJSA ETA) ~~ - ~ .
December 2001--=~IAQ in Schools: (US EPA)
.~ -
May 2002=--Environmental Quality and Productivity (Mid-Year Conference NAESCO) -
Jun
. e.2002=--H'UD Energy Performance Training for PHAs, 5 days of training (ERCCE)
September 2002---Rebut d America Energy Performance and lAQ in Schools (DCCA) .
Dave-Hirt Credentials
Page 5 . -
November 2002 ---NAESCO Annual C:onference (NAESCO)
March 2043-Indoor Air C~ua[ty and Energy Performance Contracting (DCCA)
April 2003-Indoor Air C~uality and Energy .Performance Contracting (NYSERDA)
J,wne 200.3---HUD Energy Performanc~e.Training for PHAs, 5 days of training (ERCCE; Chicago, IL)
October 2003---Energy Performance (contracting Training (Georgia Building Authority)
December 2003---Energy Performance Contracting in Universities (NAESCO, PA)
December 2003---Energy Performance Contracting in State facilities, 5 days of training ih 5 different cities
. (NC State Energy Office) . , ~ ~ - _ . ~. . ~ -_
~~- January2004---Energy Efficient Lightiing (Buildings Operator Certification, UI'C, Chicago)
,~Februa 20II4---Indoor Air'C~uality (Building Operator Certification, EIU, Charleston, IL)
ry< .
March 20,
04---Energy Performance Contracting (Georgia Building Authority, Atlanta, GA.) -
. ;
April 2004---Energy Performance Contracting. for;State Facilities (NAESCO) ~.
'~ IVI'ay 2004---State Energy Programs for Energy performance Contracting {Rebuild America)
May2004---Measurement and Verification (NAESCO Mid-Year Conference, Seattle, WA.))
June 2004=--Energy Efficient Lighting (Building Operator Certification,: UIC; Chicago) f
September 2004-Indoor Air C~uality_ (IBuilding Operator Certification, Chicago)
October 2.004-Energy Performance Contractin for Public Housin Ralei h, NC
g 9( 9
November 2004=C)uantifying the Other Benefits of Efficiency (NAESCO Annum Conference, Newport
Beach, CA.)
January 2005---Indoor Air C~uality (Building Operator Certification. I'SU, Normal) j
February;2005---Indoor Air C)uality (BOC,~ Chicago Center for Green Tech) I
.March 20;05---Evaluating EPC R'FPs (i'VAESCO SE Regional conference)
May 2005---NAESCO Mid-Year Conference (Austin, TX)
f
. ~
is
.SU'M.MARY OF ENERGY PERFORMi~NCE CONTRACTING SERVICE CAPABILITIES:
. _ ~ i
. • .~ Prepare customized Request for Proposal d`ocumerits. ~.
.. ~ I
. .
• Evaluate the technical feasibility of specific sites for a performance contracting project: - ~
. _t ~
. .. ,
„ • 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.
P P - .
• .Review ro osed acontract documE:nts for substantive, performance contracting provisions-and technical
accuracy. .. ~
• Educate legal counsel. regarding the implications of technical contract. provisions
•~ m :Assist in the negotiation of the. technical scope of projects.
5 ..
•~ Negofate the technical and financial terms of energy savings guarantee language.
i :Review the reasonableness of cost estimates for ESCOs technical. services ~ .
Dave Birr Credentials. I ~ - - ~ ,
'Page 6
~: Negotiate energy service contract provisions related towarranties; correction of installed work, .operating
responsibilities, energy measure upgrades and alterations, malfunctions and emergencies, defined
materiah changes in performance and events of default and remedies.
: Audit'and review monthly perform~~nce 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..
~, - - • Negofate and review proposed interim savingscalculations.
Draft energy audit agreements. ~ ~ :
. .
REFERENCES
.
Mr;-Paul Meister, P;E.;: CEM ~ Ms. JoAnn Chance
Energy Engineer ~ - ; . Georgia Building Authority
Penn State Facilities Engineering Institute- ~ 1 Martin. Luther King, Jr. Drive
135 East-Nittany Avenue, Suite 414 `.
~ Atlanta, Georgia 30334
State College, PA;' 16801 - ` Phone: 404-463-071.5
Phone: 81,4-865=3368- ~ -
- .
~ ~ ~ ; Mr. Bruce Stultz
Mr. Tom Kru iarz
p' '~ ~ Pennsylvania Department of General Servi ces
Program. Manager ~ ~ Bureau of Facilities Management
- Michigan Department of Labor and Economic.Growth Room 414 North Office Building
~. ~ Energy Office: ~ - Harrisburg, PA 17125 ~ ,
-. .61.1 W. Ottawa ~ Phone: (717) 705-8519
Lansing; ~Mf 489.33. _ -
- Phone 517-241-6184 -Gary Reed, P.E. .
~~ Director of Facilities Planning and Manage ment
Mr. Chuck Goldman Eastern Illinois University
Program Manager . ~ ~ _ - - 600 Lincoln Avenue
- Energy Analysis :Department _ ' ` ~ . ~ Charleston, IL 61.920-3099,
LawrenceBerkeley~Nafional Laboratory ~ Phone: 217-584-2199
MS90-4.126 ~ ~ -
1 Cyclotroh Road
Berkeley, CA 94720 ~ ~ ~ ~~ '
Phone:51i0-486-4637.
Adam Corwin, President .
Triton Water Technologies
- 9506 Lake -Chase Island Way
-
Tampa, FL 33626
;Phone: 8113-395-4898 ~
~
. .