ESPC ENABLE - Energy Exchange€¦ · • ESCO Expression of Interest (EOI): Standard form for ESCO response. Template. Template. Energy Exchange: Connect • Collaborate • Conserve

Tampa Convention Center • Tampa, Florida

ESPC ENABLE

Track 12 Session 4: Alternative Contracting Tools and Resources

Bob SlatteryOak Ridge National Laboratory

August 16, 2017

Energy Exchange: Connect • Collaborate • Conserve

ESPC ENABLE Overview

ESPC ENABLE is an alternative energy performance contracting program:• Intended for smaller projects at federal facilities (underserved market)

• Or where ENABLE presents the best or only option for the agency to fund a project

Is suitable for Federal facilities with buildings under 200,000 square feet Project size $200k - $6.5 million No fixed minimum or maximum facility or $ size

• Standardized and streamlined process to quickly award projects and realize savings using GSA Schedule 84, SIN 246-53• Templates, Checklists, IGA tool• No preliminary assessment

• Targets straight-forward Energy Conservation Measures (ECMs) including lighting, water fixtures, basic HVAC controls, HVAC equipment replacement and solar PV

• Prescribes basic levels of measurement and verification (M&V) for each ECM – primarily Option A

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Energy Exchange: Connect • Collaborate • Conserve3

ESPC ENABLE: ECM Summary

ECM Included Outside IGA ToolLighting • Lamps, Ballasts, Fixtures

• Controls: Occupancy, Day lighting (on/off, dimming)• Solar Lighting (off-grid installations allowed)

Water • Sanitary plumbing fixtures: sinks, toilets, urinals, showers• Irrigation• Leak repair• Domestic/commercial hot water heaters• Water based appliances: dishwasher, ice machine, clothes

washer, etc.

• Heating/Cooling system improvements (cooling towers, once through cooling,condensate reclaim)

HVAC Controls

Whole building control strategies including:• Time/Temperature Set-back• Demand/Night Ventilation

• Advanced control strategies beyond those listed

HVAC Equipment

• Window AC units / Electric Baseboard heat• Split AC/Furnace• Heat Pumps• Packaged Terminal Air Conditioner (PTAC)• Packaged Single Zone Air Conditioner (PSZ)• Roof Top Units (RTU) • Boilers (NEW)• Chillers (NEW)

• Central Heating/Cooling Plants• Retro-commissioning based activities• Non-building related

heating/cooling/ventilation

Solar PV • Ground, Roof, Parking Canopy mount• Fixed and Tracking Arrays • Grid Tied and Off-grid

• Solar Thermal (Hot Water)• Hybrid PV/Hot water systems


ESPC ENABLE: Process Cycle

• Projects awarded in about 6 months• Energy/cost savings in 8-12 months


ENABLE Templates and Tools

Acquisition Planning

ESCO Selection

IGA and Award Installation Performance

Period

• Acquisition Plan

• Request for Quotation/ Notice of Opportunity (RFQ/NOO)

• ESCO Expression of Interest

• Unsuccessful Offerors Letter

• Notice of Intent to Award (NOITA)

• Scope of Work (SOW)

• IGA Tool• Final

Proposal• Task Order

award

• Commissioning• M&V Plan• Agency

Acceptance

• M&V Report (Outline)

Templates and tools provide a standardized process which allows for streamlined execution of project phases


Acquisition Planning: Templates Acquisition Planning

Acquisition Plan GUIDE & TEMPLATE Guide: Outline of acquisition plan components (objectives + plan of

action) Template

• Complete “fill-in-the-blank” plan, boilerplate language with needed agency specific input highlighted

• Aligned with FAR 7.105

Request for Quote (RFQ)/Notice of Opportunity (NOO) GUIDE & TEMPLATES Guide: Outlines RFQ/NOO purpose (provides ESCOs with

information about your perspective project and requires them to submit a response)

Templates• RFQ/NOO: Complete “fill-in-the-blank”, boilerplate language

with needed agency specific input highlighted• ESCO Expression of Interest (EOI): Standard form for ESCO

response

Template

Template


ESCO Evaluation GUIDE and WORKSHEET Guide: Outlines procedures for ESCO Evaluation Worksheet: serves as a tool to be used by the ESPC ENABLE

acquisition team to evaluate ESCO responses to the RFQ/NOO

Notice of Intent to Award GUIDE and TEMPLATE Guide: Instructions for notifying successful offeror of their selection Template: Sample letter to ESCO (requires minimum site specifics)

Letter to Unsuccessful ESCOs GUIDE and TEMPLATE Guide: Instructions for notifying unsuccessful offerors Template: Sample letter to ESCO (requires list of criteria that

prevented selection)

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ESCO Selection: Templates ESCO Selection

Template

Template

Work-sheet


Investment Grade Audit (IGA): Tools & Templates

Scope of Work (SOW) GUIDE and TEMPLATE Guide: Outlines SOW usage in kickoff to IGA and component of

final proposal Template: Complete SOW – Agency adds site or agency

required requirements

ENABLE IGA Tool- Details in Following Slides -

ESCO Final Proposal Requirements (ESCO Deliverable) Outline of required content of ESCOs IGA findings, proposed

ECMs and project price

Draft Task Order Guide Provides a template for Agencies when forming an ESPC

ENABLE contract and making a Task Order (TO) award.

IGA and Award

Template

Outline

Tool

Template


• Intended Users: ESCOs• Purpose:

– Standardize energy and cost savings methodology across the set of ENABLE ECMs.

– Standardize outputs for inclusion in prescribed final proposal outline.• Intention: Minimize need for customer’s technical review of proposals

• Functionality:– The tool will be used to identify pre- and post-retrofit conditions and estimate

energy and cost savings for the project via embedded equations, Energy Plus and PV Watts.

– Generates a Summary Project Report– Generates outputs form the basis for contract documents

• Summary data tables by ECM for M&V Plan• Completed TO Schedule #4 (data needed for entry into ePB)• ECM equipment summaries (quantities by type)

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ENABLE Investment Grade Audit (IGA) ToolTool


ENABLE IGA Tool

EnergyPlusBuilding SimulationSoftware

PVWattsNREL web service

WaterLighting

HVAC

HVAC

Solar

IGA Summary Report

- Energy and Cost Savings Tables (M&V Plan)- Financial TO Schedule #4 (TO-4)- ECM Equipment Summaries

outputs

IGA Tool(new web

based interface)

Boilers/Chillers

Solar PV

Boilers/Chillers


• New web-based interface (no longer Excel)• Allows for multiple project sites under one project• Additional ECMs - Boilers and Chillers• Ability to add “other” ECMs (ENABLE Hybrid projects)

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NEW! ENABLE IGA Tool


Improved Building/Equipment Representation

Enhanced tool interface to allow for 2D and 3D representation of building floors and heating/cooling zones.

• Allows for more complex HVAC, boiler and chiller scenarios• Can represent buildings with multiple/dissimilar HVAC systems• Assignment of equipment by zone

2D footprint

Zone assignment Equipment assignment by zone


IGA Tool: Additional Details

User Permissions/Access similar to eProject Builder• Agency establishes project in IGA tool• ESCO granted access to project• ESCO can grant access to subcontractors • Agencies/ESCOs only have access to their projects

New tool available for testing at:https://femp-test.ornl.gov/iga_tool

Live ENABLE Project Tool:https://femp.ornl.gov/iga_tool


Installation

Guideline and Checklist for Commissioning and Acceptance

Commissioning Guide: Overview of scope, objectives and process to

commissioning of ENABLE projects Checklist: Example checklist template for documenting

completion of commissioning tasks + functional testing instructions/checklists

Acceptance Guide: Discussion of 10 steps to acceptance of ENABLE projects Checklist: Documents completion of acceptance requirements

Installation

Checklist

Checklist


M&V / Performance Period

Measurement and Verification: Throughout the process- During baseline formation (IGA phase)- After installation (prior to acceptance)- Annually during performance period

M&V Protocol Provides an understanding of M&V requirements specific to the

scope of energy conservation measures within the ENABLE program. Support information for M&V Plan Template

M&V Plan Template Comprehensive “fill-in-the-blank” M&V plan developed for ECMs

addressed within the ENABLE IGA tool.

M&V Annual Report Outline Contains an outline of required content for the annual M&V

report to be provided to the agency by the ESCO, documenting the annual ECM performance

Performance Period

Outline

Template


Project examples of rapid cycle time NOO Issue to Award:• Marine Corp, Beaufort Air Station – 5 months• GSA R5, Hammond Courthouse – 5 months• GSA R5, Michigan – 6 months• DOE Forrestal – 6 months• BOP Duluth – 7 months• State Dept., Belmopan Belize – 9 months

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Streamlining = Potential for rapid execution


ESPC ENABLE: Program Status as of March 2017

Updates in the Program• 21 qualified ESCOs under GSA Schedule 84, SIN 246-53

– Ten Small Business contractors• Three Disabled Veteran contractors

– Six IDIQ contractors

Project Status• 9 projects awarded: USAF, USN, GSA (2), USFS (2),

US Embassy, CBP, DOE HQ ($0.2 - $5.9 million) • Multiple projects underway (Pipeline: 19 projects,

$38m; $0.2-$20m per project)• Project scopes range from one to multiple ECMs


DOE FEMP Project Contacts

FEMP Federal Project Executives (FPE)

Northeast

West

Southeast and East-MidwestScott WolfWestern Region 360-866-9163 [email protected]

Tom HatteryNortheast [email protected]

Doug CulbrethSoutheast Region [email protected]

http://energy.gov/eere/femp/energy-savings-performance-contract-federal-project-executives-0

mailto:[email protected]



http://energy.gov/eere/femp/energy-savings-performance-contract-federal-project-executives-0


ESPC ENABLE Program Contacts

Roles/Responsibilities Contact Information

ESPC ENABLE Program Manager Ira Birnbaum – DOE-FEMP202-287-1869 ♦ [email protected]

Project Facilitator Mike Holda – AST209-835-8150 ♦ [email protected]

Federal Project Executives Doug Culbreth – ORNL 919-610-8259 ♦ [email protected] Hattery – ORNL 202-256-5986 ♦ [email protected] Wolf – ORNL 360-866-9163 ♦ [email protected]

Audit Tool, Energy/Water Savings, Finance Bob Slattery – ORNL 865-548-0549 ♦ [email protected]

Acquisition Process and Contract Documents

Sam Espinosa – AST505-463-0942 ♦ [email protected]

Support Contractor Matt Roney – AST 603-828-7512 ♦ [email protected]






