Monterey Model: Strategies for an Efficient Public-Public

Partnership

Case Studies toward Success

George Helms

General Services Superintendent

A Look Inside PMSA

PMSA Principles

Monterey Model: Our Process

Case Study 1: Recycling Taxpayer $

Case Study 2: Operation Hot Shower

Case Study 3: Sequestration Pivot

Lessons Learned

CONSIDER THE FACTS!•172

Buildings (fully utilized)

•Greater than 2,000,000 ft2

Facilities

•14 Maintenance Persons

•2 Electricians

Field Staff

•79 houses per person

•561 house per electrician

Maintenance Work Load

PMSA Principles

IMPROVE – SAVE - INNOVATEIMPROVE• Quality of Life and Mission

SAVE• Taxpayer Dollars

INNOVATE• Listen to the Line

PMSA’s Process

Employee Selection, Training, & Skill Sets

Ownership Teams & Aggressive Preventative Maintenance

Track All Warranties

Combine Engineering with Maintenance

Find No Cost Partners

Employee Selection and Training

From Hiring To Honoring

PMSA Process

“No Cost” Partners

Creating Sustainable Growth By Looking

Outside the Fence Line

PMSA Process

Case Studies

Case Study 1: Energy Rebate Fund Account

Case Study 2: Operation Hot Shower

Case Study 3: Sequestration Pivot

Building 848 Building 660

The Energy Rebate Account

Case Study 1:Recycling Tax Dollars

Case Study 1

Bring Utility $$$ Back To Installation

Utility Rebates Provide Real $$ For The Installation

PMSA Process

Case Study 1:Energy Rebate Account

• Contractor Estimated: $280,000 • City Completed Work For: $120,000• Presidio Yearly Savings: $98,000 • Presidio Received: $59,000 Rebate• ROI: 1.2 years

8 Buildings Bundled Into One Project

What do you do?Case Study 1

Monterey Model

• Create an Energy Rebate Account• Energy rebates stay at installation• Draw down for additional energy projects

What is possible?• Leverage for additional Federal Energy Funds?• Can you add annual utility savings into the fund?• Is a self-funding installation possible?

Case Study 1

Is a Self-Funding Installation Possible?

Energy Project Rebates: $119,534

Current Annual Energy Savings from Projects: $453,891

Total Estimated Savings In The Past 6 Years: $2,100,000

April 2013

Looking Back Over 6 years

• Only focusing on 14 Energy Project Rebates• Only focusing on the Annual Utility Savings

Case Study 1

Operation Hot Shower

Case Study 2

Case Study 2

Challenge

• 6 Barracks lost hot water due to a significant room occupancy increase

• Water Temp: 78 degrees• Recovery Time: 7 hours• Student complaints on the rise• Cost of additional storage tanks/install: $500,000

What do you do?

Operation Hot Shower

Case Study 2

Monterey Model

• Trending to determine demand peaks• City HVAC Staff worked directly with

City Engineers:– Increase the size of heat exchanger– Add high efficiency on-demand water heater to run

during peak demand– Add circulation pump to reduce temperature stratification

• Cost Savings: $400,000

Case Study 2

Case Study 3:Sequestration Pivot

• Problem:– Army contract slashed by

$1.9m (1/3)

• Challenge:– How to meet these cuts

without Staff layoffs

Case Study 3

What do you do?

Monterey Model: Public-Public Innovation

• Prioritize Work Orders– Health & Safety, Security, Energy Conservation

• Re-assign Maintenance Staff to work on projects

• Hold the line on Preventative Maintenance

Case Study 3

Lessons Learned

• Additional Thoughts:– Look at your buildings as assets, not liabilities– Consistent and Open Dialogue with DPW, ENVR,

and Contracting– “Listen to the Line”– Expect change– Cornerstones:

• Perseverance• Competitive mindsets• Constructively challenge

Additional Case Studies

Case Study 4: Competitive Public Employees

Case Study 5: Water Savings Through Retrofits

Case Study 6: Lighting Upgrades

Case Study 4:Competitive Public Employees?

Camp Roberts HVAC Upgrades

Contractor Estimate: • Replace 4 units at $460,000

City Approach:• Replace 8 units plus the cooling towers at $287,000• 30% Energy Savings

Case Study 4

Camp Roberts HVAC Construction

Case Study 4:Competitive Public Employees?

Case Study 4

Case Study 5: Water Savings Through Retrofits

April 2012

The Majority of the Presidios fixtures will be of peak water savings technology

Funding resulted from other project savings

City provides flexible bidding format using additive alternates

Total Number of Toilets Retrofit 1,115 toilets

Total Number of Urinals Retrofit 94 urinals

Total Water Credits Generated for Future Use

710.80 credit

GALLONS OF WATER SAVED ANNUALLY 2,316,152 gal

Case Study 5

2.3 million gallons = 4 Olympic swimming pools

Case Study 5: Water Savings Through Retrofits

Case Study 5

Case Study 6: Camp Roberts Lighting Upgrades

AMBAG Changed out all T-12 to T-8 lights

AMBAG Performed Audit and Installation

Army Cost = $0.00

Annual Energy Savings: $28,931

Case Study 6