Request for Proposal
Energy Performance
Contracting Services
Solicitation Number 12-54
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Submitted by
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Chevron Energy Solutions Company
A Division of Chevron U.S.A. Inc.
5525 N. MacArthur Blvd. Suite 290
Irving, TX 75038
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Request for Proposal
Energy Performance
Contracting Services
Solicitation Number 12-54
December 18, 2012
Attention:
Robert Zingelmann
7145 West Tidwell Road
Houston, Texas 77092
(713) 744-8108
Submitted by
Chevron Energy Solutions Company
A Division of Chevron U.S.A. Inc.
5525 N. MacArthur Blvd. Suite 290
Irving, TX 75038
Tel 972.550.3045
Fax 972.550.3049
This proposal contains estimates and assumptions and historical information, among other things, relating to past
performance. While Chevron Energy Solutions uses its best estimates and assumptions, future performance and actual results
may differ from those expressed or proposed in this proposal. This proposal remains subject to definitive documentation and
Chevron Energy Solutions shall not be under any obligation to enter into such definitive documentation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Table of Contents
Vendor Contract and Signature Form .................................... 1-1
Questionnaire ........................................................................... 1-3
Company Profile ..................................................................... 1-24
Evaluation Criteria Questionnaire .......................................... 1-2
Product / Services .................................................................. 1-20
References .............................................................................. 1-62
Pricing ....................................................................................... 1-4
Value Add ................................................................................ 1-11
Required Documents
Surety Letter
General Terms & Conditions Acceptance Form
Vendor Acceptance Form
Clean Air and Water Act
Debarment Notice
Lobbying Certification
Contractor Certification Requirements
Antitrust Certification Statements
Open Records Policy
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Appendix E:
QUESTIONNAIRE
Please provide responses to the following questions that address your company’s operations,
organization, structure and processes for providing products and services.
1. States Covered
Offeror must indicate any and all states where products and services can be offered.
Please indicate the price co-efficient for each state if it varies.
✔ 50 States & District of Columbia (Selecting this box is equal to checking all boxes below)
Alabama
Montana
Alaska
Nebraska
Arizona
Nevada
Arkansas
New Hampshire
California
New Jersey
U.S.
Colorado
New Mexico
Connecticut
New York
Delaware
North Carolina
District of Columbia
North Dakota
Florida
Ohio
Georgia
Oklahoma
Hawaii
Oregon
Idaho
Pennsylvania
Illinois
Rhode Island
Indiana
South Carolina
Iowa
South Dakota
Kansas
Tennessee
Kentucky
Texas
Louisiana
Utah
Maine
Vermont
Maryland
Virginia
Massachusetts
Washington
Michigan
West Virginia
Minnesota
Wisconsin
Mississippi
Wyoming
Missouri
Territories & Outlying Areas (Selecting this box is equal to checking all boxes below)
American Samoa
Federated States of Micronesia
Guam
Midway Islands
All
Northern Marina Islands
Puerto Rico
U.S. Virgin Islands
2. Minority and Women Business Enterprise (MWBE) and (HUB) Participation
It is the policy of some entities participating in TCPN to involve minority and women business
enterprises (MWBE) and historically utilized businesses (HUB) in the purchase of goods and
services. Respondents shall indicate below whether or not they are an M/WBE or HUB certified.
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a. Minority/Women Business Enterprise
Respondent certifies that this firm is an M/WBE
Yes
✔
No
b. Historically Underutilized Businesses
Respondent certifies that this firm is a HUB
Yes
✔
No
3. Residency
Responding Company’s principal place of business is in the city of ___________State
of ___.
Dallas
TX
4. Felony Conviction Notice
Please check applicable box:
✔
A publicly held corporation; therefore, this reporting requirement is not applicable.
Is not owned or operated by anyone who has been convicted of a felony.
Is owned or operated by the following individual(s) who has/have been convicted
of a felony.
*If the 3rd box is checked a detailed explanation of the names and convictions must be attached.
5. Processing Information
Company contact for:
Contract Management
Contact Person: __________________________________________
Geoff Howland
Title: ___________________________________________________
Business Development Manager
Company: _______________________________________________
Chevron Energy Solutions Company, a division of Chevron U.S.A. Inc.
Address: ________________________________________________
5525 N. MacArthur Blvd., Suite 290
City: ___________________
State: _____________
Zip: 75038
Irving
TX
Phone: 972.550.3040
Fax: 792.550.3049
Email: hgoe@chevron.com
Billing & Reporting/Accounts Payable
Contact Person: __________________________________________
Sefali Shah
Title: ___________________________________________________
Finance project Analyst
Company: _______________________________________________
Chevron Energy Solutions Company, a division of Chevron U.S.A. Inc.
Address: ________________________________________________
345 California Street, 18th Floor
City: ___________________
State: _____________
Zip: 94104
San Francisco
CA
Phone: 415.733.4987
Fax: 415.733.4952
Email: sefali@chevron.com
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Marketing
Contact Person: __________________________________________
Steve Spurgeon
Title: ___________________________________________________
Marketing Manager
Company: _______________________________________________
Chevron Energy Solutions Company, a division of Chevron U.S.A. Inc.
Address: ________________________________________________
12980 Foster Drive, Suite 400
City: ___________________
State: _____________
Zip: 66213
Overland Park
KS
Phone: 913.748.8663
Fax: 913.748.8734
Email: sspurgeon@chevron.com
6. Distribution Channel: Which best describes your company’s position in the distribution
channel:
Manufacturer direct
Certified education/government reseller
Authorized distributor
Manufacturer marketing through reseller
Value-added reseller
✔
Other __________________________
Energy Services Company
7. Pricing Information
•
In addition to the current typical unit pricing furnished herein, the Vendor agrees to offer
all future product introductions at prices that are proportionate to Contract Pricing.
Yes
No
(If answer is no, attach a statement detailing how pricing for participants would be calculated.)
•
Pricing submitted includes the required administrative fee.
Yes
No
Yes
No
(Fee calculated based on invoice price to customer)
•
Additional discounts for purchase of a guaranteed quantity?
Please see our Pricing tab for a complete discussion.
8. Cooperatives
List any other cooperative or state contracts currently held or in the process of securing
Cooperative/State Agency
Discount
Offered
Expires
Annual Sales
Volume
1GPA
N/A
2016
N/A
Choice Facility Partners HCBE
N/A
2016
N/A
Dallas County Schools
N/A
Indefinite
N/A
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Appendix F:
COMPANY PROFILE
Please provide the following:
1. Company’s official registered name. Chevron Energy Solutions Company, a division of Chevron U.S.A. Inc.
2. Brief history of your company, including the year it was established.
Please see the attached document.
3. Company’s Dun & Bradstreet (D&B) number.
00-914-0559
4. Corporate office location.
345 California Street, 18th Floor, San Francisco, California 94104
5. List the total number of sales persons employed by your organization within the United States,
broken down by market
Please see the attached document.
6. List the number and location of offices, or service centers for all states being bid in solicitation.
Additionally, list the names of key contacts at each location with title, address, phone and e-mail
address.
Please see the attached document.
7. Please provide contact information for the person(s) who will be responsible for the following
areas, including resumes:
a. Sales
b. Sales Support
c. Marketing
d. Financial Reporting
e. Executive Support
Please see the attached document.
8. Define your standard terms of payment.
Please see the attached document
9. Who is your competition in the marketplace?
Ameresco, Johnson Controls, McKinstry, Siemens, Honeywell, Noresco, Trane, Schnieder Electric
10. Overall annual sales for last three (3) years; 2009, 2010, 2011
2009: $290 million / 2010: $265 million / 2011: $251 million
11. Overall public sector sales, excluding Federal Government, for last three (3) years; 2009, 2009,
2011.
2009: $243 million / 2010: $215 million
/ 2011: $179 million
12. What is your strategy to increase market share?
Please see the attached document for responses to the remaining questions (#'s 12 - 29)
13. What differentiates your company from competitors?
14. Provide information regarding whether your firm, either presently or in the past, has been
involved in any litigation, bankruptcy, or reorganization.
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Marketing / Sales
17. Detail how your organization plans to market this contract within the first 90 days of the award
date. This should include, but not be limited to:
a.
b.
c.
d.
e.
f.
g.
A co-branded press release within first 30 days
Announcement of award through any applicable social media sites
Direct mail campaigns
Co-branded collateral pieces
Advertisement of contract in regional or national publications
Participation in trade shows
Dedicated TCPN and Region 4 ESC internet web-based homepage with:
i. TCPN and Region 4 ESC Logo
ii. Link to TCPN and Region 4 ESC website
iii. Summary of contract and services offered
iv. Due Diligence Documents including; copy of solicitation, copy of contract and any
amendments, marketing materials
18. Describe how your company will demonstrate the benefits of this contract to eligible entities if
awarded.
19. Explain how your company plans to market this agreement to existing government customers.
20. Provide a detailed 90-day plan describing how the contract will be implemented within your firm.
21. Describe how you intend on train your national sales force on the Region 4 ESC agreement.
22. Acknowledge that your organization agrees to provide its company logo(s) to Region 4 ESC and
agrees to provide permission for reproduction of such logo in marketing communications and
promotions.
23. Provide the revenue that your organization anticipates each year for the first three (3) years of
this agreement.
TBD
$_________
in year one
TBD
$_________
in year two
TBD
$_________
in year three
Administration
24. Describe your company’s implementation and success with existing cooperative purchasing
programs, if any, and provide the cooperative’s name(s), contact person(s) and contact
information as reference(s).
25. Describe the capacity of your company to report monthly sales through this agreement.
26. Describe the capacity of your company to provide management reports, i.e. consolidated billing
by location, time and attendance reports, etc. for each eligible agency
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27. Please provide any suggested improvements and alternatives for doing business with your
company that will make this arrangement more cost effective for your company and Participating
Public Agencies.
Green Initiatives
We're committed to helping to build a cleaner future! As our business grows, we want to make
sure we minimize our impact on the Earth's climate. So we’re taking every step we can to
implement innovative and responsible environmental practices throughout Region 4 ESC to
reduce our carbon footprint, reduce waste, promote energy conservation, and ensure efficient
computing and much more. We would like vendors to partner with us in enterprise. To that effort,
we ask respondents to provide their companies environmental policy and/or green initiative.
28. Please provide your company’s environmental policy and/or green initiative.
Vendor Certifications (if applicable)
29. Provide a copy of all current licenses, registrations and certifications issued by federal, state and
local agencies, and any other licenses, registrations or certifications from any other
governmental entity with jurisdiction, allowing respondent to perform the covered services
including, but not limited to licenses, registrations or certifications. Certifications can include
applicable M/WBE, HUB, and manufacturer certifications for sales and service.
References
Provide a minimum of five (5) customer references for product and/or services of similar scope
dating within the past 3 years. Please try to provide an equal number of references for K12,
Higher Education and City/County entities. Provide the following information for each reference:
Entity Name
Contact Name and Title
City and State
Phone Number
Years Serviced
Description of Services
Annual Volume
Please see the References tab.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Company Profile
Company Profile
5. List the total number of sales persons employed by your organization within the United States,
broken down by market
There are 35 sales people employed by Chevron Energy Solutions. Four (4) sales people work in the
federal business unit of Chevron ES and 31 work throughout the country in all markets.
6. List the number and location of offices, or service centers for all states being bid in solicitation.
Additionally, list the names of key contacts at each location with title, address, phone and e-mail
address.
Chevron ES has two offices in Texas from which to service customers. The primary office is:
Geoff Howland, Business Development Manager
Chevron Energy Solutions Company
A Division of Chevron U.S.A. Inc.
5525 N. MacArthur Blvd. Suite 290
Irving, TX 75038
Tel 972.550.3045
Email: ghowland@chevron.com
Fax 972.550.3049
7.
Please provide contact information for the person(s) who will be responsible for the following
areas, including resumes:
a. Sales
b. Sales Support
c.
Marketing
d. Financial Reporting
e. Executive Support
a. Sales
Geoff Howland: Tel 972.550.3040 / Fax 972.550.3049 / Email ghoe@chevron.com
b. Sales Support
Brad Boerger: Tel 913.748.8623 / Fax 913.748.8734 / Email bboerger@chevron.com
c.
Marketing
Steve Spurgeon: Tel 913.748 8663 / Fax 913.748.8734 / Email sspurgeon@chevron.com
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Company Profile
d. Financial Reporting
Teresa Meyer: Tel 415.733.4606 / Fax 415.733.4952 / Email teresa@chevron.com
e. Executive Support
John W. Mahoney: Tel 913.748.8700 / Fax 913.748.8734 / Email jmahoney@chevron.com
8.
Define your standard terms of payment.
Net 30 days.
12. What is your strategy to increase market share?
Chevron ES has a go to market strategy that includes bringing transformative value to our customers by
truly partnering with them to find out what other challenges they have beyond their facilities. We then
bring a menu of possible solutions to the table and strategies that leverage energy savings to bring the
solutions to life.
For example, in the Tempe Unified School District we are providing a number of facility and technical
solutions in addition to helping the school district set up a new STEM specific program that will help them
meet state standards. As a part of the program we are working with the school district to find like minded
school districts and community colleges to set up partnerships where information and activities can be
shared over a secure web-based portal.
Chevron ES wants to get our customers excited about the possibilities of these kinds of programs and to
reach out to other like minded institutions for partnerships. This is one example of how we are extending
our brand through our transformative solutions.
13. What differentiates your company from competitors?
Specific Differentiators
1. Vendor Independence - Because we don’t represent a product line or specific labor force, we
can work with contractors and product lines that are most advantageous to your member
organizations. We engineer the various project aspects in a manner that will allow the
customer to make equipment and contactor selections based on its own criteria, be that first
cost, functionality or history and relationships. This keeps control of the entire process
squarely in the hands of end user.
2. Student Labor Initiative - We find that if there’s some mechanism to utilize student labor on
these projects, it can be a win-win for all parties. For example, at Fort Scott Community
College, we utilized students as labor to help with various project aspects. The students
were energetic and able to make some money, FSCC liked having its students involved in
the project and Chevron ES needed a good labor force, thus it worked out well for everyone
involved. Chevron ES has a strong relationship with the Houston Community College and
may be able to develop such a program to everyone’s benefit.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Company Profile
3. Renewable Applications Experience - During our Technical Energy Audit (TEA) we’ll evaluate
the opportunities to utilize different forms of renewable generation. These kinds of
applications are a great way to reduce utility budgets, improve reliability, and make a
statement about your member’s environmental stewardship by reducing green house gas
emissions. Chevron ES has installed over 40 MW of solar generating power and our parent
company is the world’s largest producer of power from geothermal resources.
4. Staff Training – Chevron ES believes in the importance and value of staff training and
incorporates it into every project we implement. However, we go further than just training
your operations staff on the functionality and maintenance of the newly implemented
systems. We also speak to the faculty and staff and offer helpful tips on how they can
contribute to the overall project. Once they feel involved, it’s easier for them to understand
why the member organization has implemented this program and how it will affect them on a
day to day basis. Offering the behavioral as well as the technical training ensures that all
project aspects are well covered.
5. Eye to the Future – Chevron ES sees this project not only as an opportunity for TCPN’s
members to modernize existing facilities, but also as an opportunity to plan for the future.
During the Technical Energy Audit, we’ll try to marry our solution to your member
organization’s long term plan and any specific master plan that may exist. This may include
the need for additional electrical capacity, expandable systems or equipment sized for an
increased student population.
6. Local Company – Today’s Chevron has over 8000 employees throughout Texas.
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Company Profile
14. Provide information regarding whether your firm, either presently or in the past, has been involved
in any litigation, bankruptcy, or reorganization.
Chevron ES has not been involved in any bankruptcy or reorganization proceedings. Chevron Energy
Solutions has rarely been involved in construction disputes with its customers. However, in the event of
such a dispute, it is the policy of our company to try to resolve such disputes informally to the satisfaction
of both parties. We would involve senior officers who have decision-making authority to meet with the
customer’s representatives to resolve the situation. In the event the dispute could not be resolved
informally, it would be our preference to resolve such dispute through mediation or arbitration with the
American Arbitration Association. As a last resort, or if the customer prefers, such disputes could be
litigated in a local court of the customer’s choosing. In either event, Chevron would continue performance
of the remaining work on the project while the dispute is outstanding.
Chevron ES works very hard with our customers to resolve any issues that may arise during any phase of
our projects. We have been providing energy services for the past twelve years as Chevron Energy
Solutions and for over 38 years through legacy companies and we have never had one of our
construction projects end up in litigation. This result is a testament to the safe and ethical way we do
business.
17. Detail how your organization plans to market this contract within the first 90 days of the award
date. This should include, but not be limited to:
a. A co-branded press release within first 30 days
b. Announcement of award through any applicable social media sites
c. Direct mail campaigns
d. Co-branded collateral pieces
e. Advertisement of contract in regional or national publications
f.
Participation in trade shows
g. Dedicated TCPN and Region 4 ESC internet web-based homepage with:
i.
TCPN and Region 4 ESC Logo
ii.
Link to TCPN and Region 4 ESC website
iii. Summary of contract and services offered
iv. Due Diligence Documents including; copy of solicitation, copy of contract and any
amendments, marketing materials
A detailed plan will be collaboratively developed with TCPN with input/feedback from and a sampling of
member organizations. All of the ideas above are good marketing communications ideas and we will add
our expertise to help market the contract beyond the first 90 days.
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Company Profile
Communications Outreach
In addition to the technical and project development
expertise that Chevron brings to each and every
project, our customers also given access to our
communications resources. The marketing
communications team is composed of eight members
with complementary skill sets that help Chevron market
its services and develop communication strategies on
behalf of our clients. In the past, the communications
team has assisted customers in developing a wide
variety of communication tools including case studies,
brochures, web pages, presentations, multimedia and
informational displays and speeches. The team has also assisted with groundbreakings,
dedication events, check presentations, media interviews, press releases, press conferences
and project tours. On a limited basis, Chevron has used public relations and community
relations firms to help support projects.
It is important to communicate the benefits of successful energy efficiency and renewable power
projects on behalf of our customers. These communications help communities and other
stakeholders understand the work that is being done at the customer’s facility and how it will
affect them. The Chevron team supports the customer by publicizing the positive benefits of
comprehensive energy efficiency and renewable power projects, which helps to generate
goodwill from stakeholders.
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Milpitas Unified School District (CA) Groundbreaking June 25, 2008
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Company Profile
Milpitas Unified School District (CA) Dedication
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San Jose Unified School District (CA) Dedication
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Alameda County Fuel Cell Dedication at Santa Rita Jail in California.
Contra Costa Community College District (CA) Dedication
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Colorado Northwester Community College (CO) Ribbon Cutting November 12, 2009
18. Describe how your company will demonstrate the benefits of this contract to eligible entities if
awarded
Chevron ES has had some recent success in the Texas market with comprehensive projects being
delivered to the City of Austin, the City of Victoria, selection as Houston Independent School District’s
ESCO of choice, Houston Community College, El Paso Community College and Southern Baptist
University. Our expert business development personnel will work with each member agency to educate
them on the benefits as well as bring in technical support to make sure that they are good candidates for
an energy savings project based on a no cost feasibility study that details facilities and energy usage.
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Company Profile
19. Explain how your company plans to market this agreement to existing government customers.
Same strategy as above.
20. Provide a detailed 90-day plan describing how the contract will be implemented within your firm.
A plan will be co-authored with TCPN. We will rely on your expertise with other service oriented agencies
to make sure we have a relevant plan that will resonate with internal stakeholders.
21. Describe how you intend on train your national sales force on the Region 4 ESC agreement.
Minimal training will be needed and can be performed at a standing Chevron ES quarterly sales meeting
that would include representatives from TCPN.
22. Acknowledge that your organization agrees to provide its company logo(s) to Region 4 ESC and
agrees to provide permission for reproduction of such logo in marketing communications and
promotions.
Marketing and communications staff will be available to provide company logos for approved uses within
the program.
24. Describe your company’s implementation and success with existing cooperative purchasing
programs, if any, and provide the cooperative’s name(s), contact person(s) and contact
information as reference(s).
Chevron ES has three other programs with other cooperatives that are in the beginning stages. Early
indications are there is lots of interest and the no cost feasibility studies are helping to generate some
positive momentum with member organizations.
25. Describe the capacity of your company to report monthly sales through this agreement.
Monthly reporting can be done although the nature of these programs fits better with quarterly or semiannual reporting.
26. Describe the capacity of your company to provide management reports, i.e. consolidated billing by
location, time and attendance reports, etc. for each eligible agency.
Depending on the services provided Chevron ES can provide relevant reporting.
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27. Please provide any suggested improvements and alternatives for doing business with your
company that will make this arrangement more cost effective for your company and Participating
Public Agencies.
There are no suggestions at this time but we reserve the right to make suggestions as the partnership
moves forward.
28. Please provide your company’s environmental policy and/or green initiative.
We know a lot about producing energy. But we've also made it our business to save energy.
Energy efficiency is one of our most economical sources of new energy. Imagine this: A reduction of just
5 percent in global energy use would save the equivalent of more than 10 million barrels of oil per day—
enough energy to power Australia, Mexico and the United Kingdom.
Using energy more efficiently makes sense for many reasons, including:
•
It reduces carbon emissions.
•
It lowers costs.
•
It conserves the supplies we have.
Helping Others to Save
We're an energy company with a business unit dedicated to helping others become more energy efficient.
Since 2000, Chevron Energy Solutions (CES) has helped clients reduce energy use at their facilities by
nearly 30 percent on average. CES customers are schools, colleges, government agencies and
businesses, including some of our own business units. We work with our customers to improve energy
efficiency and find ways to use renewable power to provide significant energy and cost savings each
year. The money saved generally covers the cost of the improvements within a relatively short time,
thereby providing ongoing financial benefits for the customer and improved health for the environment.
To date, CES has developed hundreds of energy efficiency and renewable power projects that are saving
customers an aggregate of more than $1 billion and reducing greenhouse gases by more than 3 million
metric tons.
Opened in March 2011, the Chevron Center for Sustainable Energy Efficiency supports sustainable
energy development in Qatar. The $20 million center at the Qatar Science & Technology Park in Doha,
Qatar, studies solar power, solar air conditioning and lighting technologies suited to the country's climate
and architecture.
Lowering Our Energy Costs
At Chevron, we're practicing energy efficiency.
To help measure our progress, we established the Chevron Energy Index in 1992. Since then, we have
increased the energy efficiency of our global operations by 34 percent.
We've achieved these savings in big and small ways.
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We created the position of Corporate Energy Coordinator to lead the company's energy efficiency efforts.
The coordinator develops and improves best practices that can be shared among business units and
conducts energy reviews to assist in prioritizing conservation opportunities across the company.
We've also invested in projects to reduce the amount of energy we use in our operations.
In 2011, our Chevron Park headquarters in San Ramon, California, earned Leadership in Energy and
Environmental Design (LEED) Gold certification in the Existing Buildings Operations & Maintenance
category. Also in 2011, one of our downtown Houston facilities earned LEED gold certification in
Commercial Interiors. Our other facility in downtown Houston earned silver-level certification in 2010.
Developed by the U.S. Green Building Council, LEED is an internationally recognized certification system
that verifies a building or community was designed and built to be environmentally sustainable.
The people of Chevron make energy efficiency a constant priority. We do it with simple, everyday acts,
such as constantly maintaining our equipment so that it runs smoothly, and with complex projects, such
as building high-efficiency power plants.
Generating Electricity More Efficiently
Worldwide, Chevron operates cogeneration units at refineries, production facilities and other sites, with a
combined electrical generating capacity of about 3,500 megawatts. Cogeneration is a fuel-efficient and
environmentally friendly process to produce steam and electric power simultaneously. These units, also
referred to as combined heat and power units, generate electricity about twice as efficiently as the
average power supplied by a local utility company.
Our Kern River Cogeneration Co. facility in California, a joint venture with Edison Mission Energy, was
California's first large cogeneration facility, with a generating capacity of 300 megawatts.
We built an $80 million cogeneration facility in El Segundo, Calif., to provide electrical and steam power
for our refinery there. We're using cogeneration to produce additional electricity from energy that would
otherwise go unused at several of our refineries.
We also developed and installed California's first megawatt-class hydrogen fuel cell cogeneration plant at
Alameda County's Santa Rita Jail. The 1 megawatt project provides half of the facility's annual power
needs and is saving county taxpayers more than $260,000 a year. By reducing the facility's demand for
utility-provided power, the fuel cell plant offsets more than 3,000 tons of greenhouse gas emissions each
year.
Conservation and energy efficiency are powerful tools for running our business—and for helping others
run theirs.
29. Provide a copy of all current licenses, registrations and certifications issued by federal, state and
local agencies, and any other licenses, registrations or certifications from any other governmental
entity with jurisdiction, allowing respondent to perform the covered services including, but not
limited to licenses, registrations or certifications. Certifications can include applicable M/WBE,
HUB, and manufacturer certifications for sales and service.
Chevron ES’ dedication to the industry goes beyond implementing projects. The commitment is shown in
the involvement with the industry’s organizations as well as our customer satisfaction scores. Shown on
the following pages are a few of the organizations that Chevron ES is associated with that have granted
us the proper certifications to perform Energy Performance Contracting Services.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Company Profile
In addition Chevron ES is authorized and qualified to do business with the Secretary of State in all 50
states. Those states are: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut,
Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine,
Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New
Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma,
Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont,
Virginia, Washington State, West Virginia, Wisconsin, Wyoming and the District of Columbia.
National Association of Energy Services Companies (NAESCO)
Chevron ES is an accredited member of NAESCO and has always met all the requirements to be reaccredited. Currently Chevron ES is accredited at the Energy Services Provider level which is the highest
level an ESCO can attain.
We have played an active role in the development of the organization and the energy
services industry. John Mahoney, Chief Operating Officer of Chevron ES, was
NAESCO’s President for 2002 - 2004. Previously, he was on the Board of Directors for
several years.
During the NAESCO conferences, John Mahoney participates as a moderator for panel
discussions. Several Chevron ES’ employees are active committee members on
NAESCO’s committees such as: International, Measurement & Verification, Model
Legislation, Membership, Restructuring, State Affiliates, and Federal Market.
Companies seeking NAESCO Accredited status must apply to a committee of industry
experts, and undergo a rigorous examination of their technical competence and
business practices. The committee carefully reviews detailed documentation and consults with selected
customer references.
The committee looks at ten criteria including the precise nature of the applicant’s business; the range of
measures and services offered to customers; the availability of a performance-based project approach;
ethical business practice commitment; project engineering and design, financing, project management,
operations and maintenance capabilities; and the capability of verifying and monitoring energy cost
savings.
What does this mean?
NAESCO accreditation recognizes a company’s technical and managerial competence. Accreditation is
granted after careful review by an independent panel of industry experts, none of whom is affiliated with
the companies under consideration. Accreditation is granted for a specific time period after which
companies must seek reaccreditation and undergo a renewal review.
Energy Services Coalition (ESC)
Chevron ES’ dedication to the energy industry goes beyond just being an active member of our trade
association. Chevron ES does this by staying in the forefront of developing resources/organizations for
the industry. For example, the Western Regional Coalition was formed as a nonprofit organization
composed of a network of experts from a wide range of organizations working together at the state and
local level to increase energy efficiency and building upgrades through energy savings performance
contracting. The forming coalition consisted primarily of members from state energy offices and energy
14
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Company Profile
service company’s representatives. The purpose of the coalition in the early years was concentrated on
the energy conservation needs of the Western States.
One of Chevron ES’ past employees was elected President of this coalition at its conception and was
reelected for three years due to the coalition’s continuing success. The coalition has now become a
national organization and is known as the Energy Services Coalition (ESC).
The ESC has members in over 40 states, representing state energy offices, energy service companies,
finance companies, energy engineering firms, vendors, building owners, federal agencies and other
public and private entities. This diverse membership gives ESC a unique capacity to comprehensively
address virtually all issues involving performance contracting and energy efficiency. Several individuals
from Chevron ES are members of the ESC and participate in national workshops as well as working with
local State Chapters.
Department of Defense / Department of Energy
Chevron ES is an approved performance contractor for the United States Department of Defense
(DoD) and the Department of Energy (DOE). Chevron ES has been on their approved list for a
number of years and has developed millions of dollars of energy saving projects for both
departments.
The Federal Business Unit of Chevron ES has been awarded over $150 million in Energy Savings
Performance Contracts (ESPC), federal facility management contracts, Utility Energy Services
subcontracts, and a General Services Administration Federal Energy Supply
Schedule contract. Chevron ES continues to be out in front of our
industry with the just completed project at Fort Detrick, Maryland where
Since our successful working
Chevron ES engineers designed, built and operate a 30-megawatt
relationship at Elgin AFB,
cogeneration utility plant.
Southern Company has
selected us to be their ESCO
The National Council for Public-Private Partnerships (NCPPP) selected the
of choice on other federal
U.S. Army's Enhanced-use Leasing Program, Chevron Energy Solutions and
facilities.
Keenan Development to receive the council's 2008 Infrastructure Award for
the project at Fort Detrick. The award is the first for the $100 million central
utility plant, which provides for continuous steam, chilled water, conditioned electricity and standby
emergency power to reliably meet the needs of the National Interagency Biodefense Campus' (NIBC)
biomedical and biodefense research.
Just recently Chevron ES was awarded a master contract by the DOE to work with federal agencies to
reduce energy and water consumption and increase the use of renewable energy at agency facilities. The
ESPC program is intended to ensure quality design, implementation, operation and maintenance services
for federal agency energy projects which have a minimum five year term with the option to increase up to
a total of 11 years, provides for a maximum individual contract value of $5 billion over the life of the
contract.
Energy Star
EPA Energy Star is a dynamic government/industry partnership that makes it easy for businesses
and consumers to save money and protect the environment. Chevron ES completed all required
documentation to be considered an ally for the Energy Star Building Program. Chevron ES is a
partner and promotes energy efficiencies with all their customers, which is the goal of the Energy Star
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
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Company Profile
program. Chevron ES has helped customers such as Williamson County Schools in Tennessee and
Arapahoe County in Colorado win the Energy Star designation for their facilities.
Association of Energy Engineers (AEE)
Association of Energy Engineers (AEE) is a dedicated group of professionals in local and regional
chapters committed to helping their firms or clients increase energy efficiency, utilize innovative
energy service options, enhance environmental management programs, upgrade facility
operations, and improve equipment performance -- while at the same time bolstering their
organizations’ bottom lines. Individual members from Chevron ES participate in their local
chapters and attend both local and national conferences.
Back in October 2000 John Mahoney, Chevron ES Chief Operating Officer, was awarded the 2000
Association of Energy Engineers (AEE) Energy Executive of the Year due to the company’s significant
involvement in the industry. He spoke at the 1998 World Energy Congress on “The Energy Engineers –
the Common Thread in Performance Contracting” and also, was the keynote speaker at the 2000 World
Energy Congress in Atlanta, Georgia where he presented his paper on “The State of the Energy Industry:
The User’s Perspective.”
U.S. Green Building Council
The U.S. Green Building Council is the nation's foremost
coalition of leaders from across the building industry working to
promote buildings that are environmentally responsible, profitable
and healthy places to live and work. Council membership has grown to nearly 20,000 organizations. The
strength and diversity of the USGBC significantly enhances the resources available and the effectiveness
of member efforts to improve the quality of our buildings. No other organization represents the entire
green building industry with the breadth of stakeholders found in the USGBC. Chevron ES is a member
tm
in good standing and is participating in the Leadership in Energy and Environmental Design (LEED ) for
existing buildings initiative as well as efforts in the new construction class. Chevron ES currently has over
30 LEED certified personnel and other operations personnel in various stages of the certification training.
In the past, Chevron ES has even hosted training workshops that were attended by employees and
invited customers.
The idea of leveraging energy savings to help pay for construction of
new buildings is catching on across the nation. With this in mind,
Chevron ES has many LEED certified project engineers, and we as a
company are looking into opportunities to do new construction through
an energy efficient design-build approach.
Chevron ES has received LEED certification for five buildings at the
Colorado Capitol Complex and the Colorado Governor’s Residence. The
buildings include the Capitol, which became the first LEED-certified
state capitol in the U.S.
16
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
Geoff Howland
Business Development Manager
Mr. Howland is responsible for business development in Texas.
Mr. Howland brings to Chevron Energy Solutions over 10 years of experience
developing performance contracting projects in the region. He has over 13 years
total experience in the energy field. He has been involved in over $45 million of
performance based contracts including projects in the commercial, municipal, K12, higher education and healthcare markets.
He also has experience in the supply side of the energy market with over $13
million of sales of retail electric power to customers within ERCOT.
Adding to this he has over 4 years of direct responsibility for engineering and
operations/facility maintenance overseeing a team of 50 technicians and
managers.
Mr. Howland has overseen Energy Feasibility Studies for Spring ISD, Laredo
Community College, and the Cities of Round Rock, Laredo, Edinburg, Huntsville
and League City Texas.
Education:
MS Engineering Management and
BS Mechanical Engineering, Drexel
University
License(s)/Registration(s):
Engineer in Training, Pennsylvania
Professional Organizations:
Member: National Association of
Energy Services Companies
Chevron Energy Solutions’ Experience
Project Experience
Responsibility / Role
City of Victoria, Phase I and II
Victoria, Texas
Business Development Manager
Houston Baptist University
Houston, Texas
Business Development Manager
El Paso County Community College District, Phase I and II, El
Paso, Texas
Business Development Manager
Experience Prior To Chevron Energy Solutions
Project Experience
Responsibility / Role
Mansfield School District
Mansfield, Arkansas
Business Development Manager
Mentor Corporation, Irving, Texas
Business Development Manager
Sweetheart Cup Company, Dallas, Texas
Business Development Manager
City Center Development Co., Fort Worth, Texas
Business Development Manager
Baylor University Medical Center, Dallas, Texas
Business Development Manager
All Saints Hospital, Fort Worth, Texas
Business Development Manager
University of Texas – Retail Power
5 Major Campuses in North Texas
Business Development Manager
Brad Boerger
Regional Director
Mr. Boerger is responsible for business development in the Central area of the
country.
Education:
BS Economics, University of
Kansas
Mr. Boerger has 14 years experience developing performance contracting
projects in the region. He has been involved in over $100 million of performancebased contracts including projects in K-12 education, healthcare,
colleges/universities, commercial and industrial facilities.
Professional Organizations:
Member Energy Services Coalition
Mr. Boerger is responsible for coordinating all aspects of business development,
including resource allocation, proposal preparation, verifying customer
requirements, developing financing alternative, and contract negotiations.
Chevron Energy Solutions’ Experience
Project Experience
Responsibility / Role
Independence School District
Independence, Missouri
Sales/Manager
Bowling Green School District
Bowling Green, Kentucky
Sales/Manager
University of Science and Arts of Oklahoma
Chickasha, Oklahoma
Sales/Manager
University of Kansas
Lawrence, Kansas
Sales/Manager
Kansas State University
Manhattan, Kansas
Sales/Manager
Member National Association of
Energy Services Companies
Member Central Association of
Physical Plant Administrators
Steven Spurgeon
Marketing Manager
Steve Spurgeon has been the Manager of Marketing Communications at Chevron
Energy Solutions since 2003. Prior to that Steve had served as the Manager of
Marketing Communications for Viron Energy Services since early 2001. Steve
had blueprinted Viron’s marketing communications plan and oversaw all proposal
generation efforts. He has been in the energy services industry since 1997 in a
variety of roles including sales, marketing, strategy and Communications.
Steve graduated from Iowa State University in 1990 with a B.S. in
Communications (Journalism, Speech Communication and Business Marketing).
He began his career in the energy business as an account manager for Energy
Masters International (EMI) in Kansas City, specializing in customer service
initiatives for clients in the monitoring phase of an energy efficiency project. He
held a number of positions with EMI in sales, marketing and business planning.
His last assignment at Energy Masters was as a business development manager
selling performance contracting to a number of market segments in the Central
States region.
At Viron, Steve’s main focus had been to develop a comprehensive marketing
and communications plan that would leverage Viron’s significant track record of
outstanding energy projects to acquire new business accounts and to attract top
energy services talent. Under his management processes for press releases,
tradeshows, newsletters and proposal responses were developed.
Costs/expenses for these initiatives were budgeted and tracked which contributed
to a more efficient department.
At Chevron ES, Steve touches almost every department bringing a strategic mind
and significant industry experience to solutions that will benefit many client types
across all market segments. Steve manages every aspect of the proposal
function and proposal life cycle at Chevron ES and manages a team of 5 spread
across the country.
Steve is an AEE Certified Energy Manager, has been published in Engineered
Systems, and has been accredited at the Foundation Level by the Association of
Proposal Management Professionals.
Education:
BS Communications, Iowa State
University (Pre-Law)
License(s)/Registration(s):
Certified Energy Manager AEE
APMP Foundation Level
Accreditation
Publications:
Engineered Systems October 2002,
“Lock Up Load Curtailment”
The Tennessee Conservationist
January/February 2005, “Centennial
High School is First to Receive
TDEC’s Green Flag”
John W. Mahoney
Senior Vice President
John Mahoney is Senior Vice President for Chevron Energy Solutions. In this role,
John oversees business development and operations for the company’s East,
Inter-Mountain and Federal business units.
John has more than 25 years of leadership experience in the energy efficiency
and renewable energy field. Prior to its acquisition by Chevron Energy Solutions
in 2003, John was President of Viron Energy Services.
Earlier in his career, John worked for Honeywell, where he held leadership
positions in business development, product marketing, strategic and business
planning. John received his bachelor’s of science degree from the University of
Minnesota.
John is the former president of the National Association of Energy Service
Companies (NAESCO) and currently sits on its executive board. He is also a
member of the Association of Energy Engineers (AEE) and other industry and
civic organizations.
Education:
BS Business Administration,
University of Minnesota
Advanced Program for Directors,
Institution of Management
Development
Field Leadership Program,
University of Southern California
Professional Development:
National Association of Energy
Service Companies (NAESCO)
American Society of Heating and
Refrigeration Engineers (ASHRAE)
Metro Energy Board (Kansas City,
MO)
Association of Energy Engineers
(AEE)
Appendix I:
EVALUATION QUESTIONNAIRE/SELF CHECKLIST
Products/Pricing (40 Points)
1. Are all products and services being proposed listed under APPENDIX E on a corresponding
electronic device? ■ Yes
No
2. Is there a price list for all available products/services on a corresponding electronic device?
■ Yes
No
3.
Did you provide the warranty information that is offered by your company?
■ Yes
No
4. Will customers be able to verify they received the contract price?
■ Yes
No
Please explain how they would verify the contract price.
5. What payment methods do you accept?
Net 30 days.
A. _______________
B. _______________
Performance Capability (30 Points)
1. Did you indicate which states you can deliver to under APPENDIX E, Question 1?
■ Yes
No
2. What is the capability of your company to respond to emergency orders?
Limited
Limited
Please explain what actions you would take.
Local
be be
available
for emergency
services.
Localcontractors
contractorswould
would
available
for emergency
services.
3. Does your company agree to the following statement on shipping charges “All deliveries shall
be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless
otherwise clearly stated in writing.” ? ■ Yes
No
If not please explain.
Chevron
all all
equipment
shipping
charges.
ChevronES
ESwillwillhandle
handle
equipment
shipping
charges.
4. What is your company’s history of meeting shipping and delivery timelines?
CES' scheduling capabilities are impeccable and have led to cost savings for customers.
5. Will your company be able to meet the one year warranty guarantee as stated on page 16
under pricing?
Yes
No
If not, please explain.
There is no discussion on page 16 regarding a one year warranty guarantee.
6. What is your company’s current invoicing process?
Standard invoicing practices apply.
7. Did you indicate how your company will implement the contract as per APPENDIX E,
Question 20, and is it appropriate? ■ Yes
No
8. Did you provide your Dun & Bradstreet number?
■ Yes
Page 67 of 73
No
9. Did you provide information on your website and on-line ordering capacities as per
APPENDIX E, Question 14?
Yes ■ No Please see our Pricing tab for a complete discussion.
Qualification and Experience (20 points)
1. What is your company’s reputation in the marketplace?
Chevron ES is a leader in the energy services space and a subsidiary of a Fortune 3 Energy Company.
2. What is the reputation of your products and/or services in the marketplace?
Chevron ES has an outstanding reputation in the marketplace and is accredited with NAESCO at the highest level.
3. Does your company have past experience with Region 4 ESC and/or TCPN members?
If so, please list them and their contact information (Up to five).
Not that we are aware.
4. Did you list your key employees and their qualifications as per APPENDIX E, Question 6?
■ Yes
No
5. Did you provide the locations and sales persons who will work on the contract as per
■ Yes
APPENDIX E, Question 6 & 7?
No
6. What past experience does your company have working in the government sector?
Chevron ES has a 50+ person group dedicated to the Federal sector and has been providing services there for over 38 years.
7. Did you provide information on working with cooperative purchasing programs as per
■ Yes
APPENDIX E, Question 24?
No
8. Did you provide information on any litigation, bankruptcy, reorganization, etc. as per
■ Yes
APPENDIX E, Question 16?
No
9. Did you submit at least 10 customer references relating to the products and services within
this RFP, with an equal representation coming from K12, Higher Education and
■ Yes
City/County/non-profits entities as per APPENDIX E?
No
Value Add (10 Points)
1. Did you submit a marketing plan as per APPENDIX E, Question 17?
Yes ■ No
2. Did you provide a national sales training plan as per APPENDIX E, Question 21?
Yes ■ No
Page 68 of 73
Appendix B:
PRODUCT / SERVICES SPECIFICATIONS
Scope of Services For
ENERGY PERFORMANCE CONTRACTING SERVICE
TCPN is seeking vendors for a national ENERGY PERFORMANCE CONTRACTING
SERVICE. The successful vendor(s) shall have the ability to design, manage, install and
guarantee the implementation of a comprehensive turn-key, ENERGY PERFORMANCE
CONTRACTING SERVICE in which the cost of the improvement shall be paid for by
documented energy savings in existing and future budgets, guaranteed by the vendor.
Any contract resulting from this RFP that applies to a TCPN member is a guaranteed “energy
cost savings contract”, which shall mean a contract for energy or water conservation measures
to reduce energy or water consumption or operating costs of TCPN member facilities in which
the estimated savings in utility costs resulting from the measures is guaranteed to offset the cost
of the measures over a specified period in accordance with Arizona Revised Statutes 15-213.01
and 34-456.
All awarded contractors shall be familiar with Arizona Revised Statutes 15-213.01 and 34-456
and shall adhere to these requirements under this contract and other state jurisdictions as
appropriate.
SPECIFICATIONS
Provide a comprehensive program which includes the installation of energy saving
improvements. The scope of work may include, but not be limited to, the following energy cost
savings measures:
Operation & Maintenance
•
•
•
•
•
•
•
•
Automatic controls calibration
Boiler combustion efficiency checks & calibration
Clean air cooled condenser coils, chiller tubes, coils, filters
Cooling tower maintenance
Correct water treatment
Room setpoints
Repair leaking pump and equipment seals
Turning lights off
Utility / Rate Conversions/Purchase Options
•
•
•
•
Converting to all electric rate
Converting to interruptible electric rate
Purchasing natural gas at the wellhead
Real time pricing
Page 26 of 73
Note: The negotiated change of electric rate per kw/h to a lower rate shall not
be included in calculating the cost saving as part of this energy performance
contract.
Architectural
•
•
•
•
•
•
•
Building & Roof Insulation
Door Replacement & Weather-stripping
New Roofs
Window Replacements
Window Solar film / shading
Window Storms / overglazing
Window Weather-stripping:
Electrical
•
•
•
•
•
Energy efficient motors
Energy efficient transformers & building power analysis
Power factor correction capacitors buildings & load
Two speed motors
Variable speed drives
Kitchen
•
•
•
Conversion of electric booster heaters to natural gas
Conversion of hoods & makeup air systems to efficient types
Coolers-Add strip curtains
Lighting
•
•
•
•
•
•
•
•
Conversion of fluorescent fixtures
Energy Efficient Electronic Ballasts
LED lighting
Conversion of incandescent fixtures
Conversion of mercury vapor fixtures
Delamping with reflector installation
Dimming controls
Occupancy sensor controls
Plumbing
•
•
•
Low flow faucet aerators, shower heads & fixtures
Preheat domestic hot water
Proximity sensor control on fixtures
HVAC-Controls
•
•
•
•
•
Boiler/hot water converter optimization
Chiller optimization (reset & sequencing)
Cooling tower optimization
Direct digital controls
Electrical demand limiting
Page 27 of 73
•
•
•
•
•
•
•
•
•
•
Lowering of static pressure control points to lowest allowable levels
Mixed air dampers-economizer control
Night purge
Night (unoccupied) setback
Occupancy sensor control
Optimal start/stop & ventilation delay
Outdoor air reduction
Occupied-unoccupied (time of day) control
Supply air reset
Variable speed drive control (VAV, variable pumping)
HVAC-Equipment
•
•
•
•
Replace with higher efficient equipment
Compressor conversions
Refrigerant conversions
Adding heat recovery
HVAC-Chiller Plant
•
•
•
•
•
•
•
•
•
•
Change cooling tower nozzles
Condenser heat recovery
Evaporative pre-cooling
Ozone tower water treatment
Tower free cooling
Replacement chiller with increased efficiency
Thermal storage
Variable speed pumping (secondary)-decoupled chiller
Variable speed primary pumping
Variable speed drive on cooling tower fan
HVAC-Heating Plant
•
•
•
•
•
•
•
•
•
•
•
•
Conversion to dual fuel burners
Install flue dampers
Install turbulators
Lower steam pressure
Radiator Valves
Repair vacuum pumps
Repair/replace steam traps
Replacement burners with increased efficiency
Trim control
Variable speed pumping (secondary)
High efficiency boilers
Flue heat recovery
HVAC-Systems
•
•
Ceiling fans
Conversion of inefficient terminal devices (bypass dump boxes and constant volume
reheat boxes)
Page 28 of 73
•
•
•
•
•
•
•
Conversions to allow isolation of building areas with varying occupancies
Duct and pipe insulation
Energy efficient belts
Exhaust air heat recovery
Indoor air quality analysis
Replace worn sheaves
Reseal or replace leaking control dampers
Process
•
•
Air compressor optimization
Repair compressed air leaks and lower delivery pressures
Miscellaneous
•
•
•
•
•
•
•
•
Cogeneration
Pool blankets
Pool chemical conversion
Variable speed domestic water pump control (eliminate discharge valve)
Variable speed pool water pumping (eliminate discharge valve)
Geothermal Heat Pumps
Solar Panels
Roofing Energy Efficient
PROCESS
Preliminary Energy Audit:
Upon request, the Vendor will conduct a preliminary energy audit, at no cost, of the Owners
facility for Energy Performance Contracting Service opportunities.
Investment Grade Audit:
After approval by the owner, conduct an Investment Grade Audit which will include a complete
proposal indicating a detailed scope of work, at least 30% design drawings, building modeling
with industry accepted modeling software, a detailed description of the measurement and
verification services and a Performa. Performa shall include, but not be limited by, the
following:
•
•
•
•
•
•
•
•
•
•
Total construction first cost.
Any Grants, incentives, rebates or other discounts.
Projected savings by energy conservation measures by year for the financing term.
Maintenance and/or operational cost savings per year for the financing term.
Maintenance support services cost per year for the financing term.
Measurement and verification support services per year for the financing term.
Financing assumptions such as estimated interest rates and inflation rates.
Any capital avoidance calculations with yearly savings per year for the financing term.
Financing term payments per year for the financing term.
Program cash flow comparisons per year for the financing term.
Page 29 of 73
•
Net present value analysis with estimated discount rate.
The information to develop the energy baseline shall be derived from actual energy
measurements or shall be calculated from energy measurements at the facility where energy
cost savings measures are to be installed or implemented. The measurements shall be taken
in the year preceding the installation or implementation of energy cost savings measures.
The guaranteed energy cost savings contract shall include a written guarantee that either the
energy or operational savings, or both, will meet or exceed the energy savings measured over
the expected life of the energy conservation measures implemented within the finance terms.
The Vendor shall reimburse the school district for any shortfall of guaranteed energy savings
on an annual basis.
The Investment Grade Audit will be signed and sealed by a professional technical engineer
registered in the State of Arizona or as jurisdiction requires for other member states who is
specialized in energy management.
The Facility Owner and the vendor shall agree on a specific Measurement and Verification
process to be used in monitoring the success of the program.
Assist the Owner in obtaining financing and or grants/rebates.
Implementation of the Energy Performance Contract
Upon receipt of the Owners Purchase Order provide a bond/insurance policy guaranteeing the
agreed upon yearly energy consumption savings and any required payment and performance
bond(s) for the work being done.
Provide for a documented guarantee clearly communicating the energy and operational
savings process which defines the responsibilities of both Vendor and Owner.
Provide for a documented payment by the vendor if energy savings and operational savings
are not met on an annual basis.
Complete the Energy Performance Contract.
Provide a list of all warranties included in each project, along with O&M manuals.
Annually conduct a joint inspection with the owner to verify that the equipment is properly
maintained and operated in a manner that the continued potential to generate the predicted
savings can be achieved.
Provide a yearly assessment of savings achieved by the program based upon the
documented measurement and verification program.
Page 30 of 73
MEASUREMENT AND VERIFICATION PLAN
A typical Measurement and Verification Plan (M&V) will include, as a minimum, information on
the overall project level and energy conservation measures specific items. The actual M&V
plan will be developed during discussions between the Vendor and the Customer: however,
the plan should contain these essential elements:
Project Level Components:
Project Description and M & V Overview
Who will conduct the M&V activity
Document all assumptions and source of data
Project Savings and Cost from the contract
• Details of baseline conditions and data collected
• Describe any O & M cost savings claimed
• What will be verified
• Details of engineer analysis
• How and why the baseline may be adjusted
Schedule
• Provide schedule for all M & V activities
Reports to be prepared
• How actual energy and cost savings will be calculated
• Assign O & M reporting responsibilities
Risk and Responsibility Matrix
• Include in this section the minimum and maximum maintenance required
to ensure the guarantee
• Assign preventative maintenance responsibilities between owner and
contractor
Specific Energy Conservation Measures:
Describe the Energy Conservation Measure in detail
Describe the objectives of the Energy Conservation Measure
Sampling Plan
Data Collection Plan
Pre-Installation Energy and Baseline
Post Installation Facility Conditions
Determination of Energy Savings
Plan for Future Measurement
Plan for Resolving Disputes
Page 31 of 73
DEFINITIONS AS DEFINED IN THIS PROPOSAL
The following is a list of definitions that are used throughout the request for proposal and in
the pricing process. All of the definitions will as a whole be included in the contract for this
program.
ASSIGNMENT, Any award made as a result of this solicitation, may not be transferred,
assigned, subcontracted, mortgaged, or pledged, or otherwise disposed of or encumbered in
any way by the contractor without the approval of TCPN.
ADDENDUMS, Additions to the contract as agreed to by TCPN, the client member, and the
contractor to meet specific or special contract requirements.
AUDIT CYCLE, Audits shall consist of a TCPN representative reviewing/comparing pricing on
invoices and the appropriate record of price. Any issues will be reported to TCPN, contractor
and the client member. Random audits will be performed on an annual basis.
BEST VALUE is determined with multiple parameters of past performance, previous
experience, references, and price. Each comprises part of “best value” price is only one
parameter as is past performance.
BUYER is the independent school district (ISD), institute of higher learning, government
entity, or non-profit agency that uses this contract. (See Client Member)
CITY COST INDEX, Defined pricing indices published by R.S. Means (see R.S. Means) as
local modifiers to the national cost data.
CLIENT MEMBER is any ISD, ESC, University, Municipality, County, Federal or State Agency
or non taxed entity empowered to enter into an agreement with TCPN via their governing
boards or trustees. In the State of Texas an Interlocal agreement must be signed by the client.
In other states, the client is responsible for meeting their state requirements.
COEFFICIENT is the contractors’ coefficient multiplier that is applied to the local city cost
index and the total sum of line item estimates when using RS Means as a pricing guide. It will
include all overhead items such as office, safety equipment, vehicles and fuel, computers,
communication devices, printers, programs, insurance maintenance, TCPN management fee,
final site cleanup and all contingencies. It will also include all costs to the contractor
associated with program and/or project management and administration, and sufficient jobsite
supervision. If contractor is awarded a contract, then the coefficient can be adjusted to the
lowest awarded coefficient to meet a competitive situation.
CONTRACT AND CONTRACT DOCUMENTS include the following items; the TCPN
solicitation, RFP, Qualification statements, Contractors proposal (all portions) including PGM
and other key staff members, corporate commitments, marketing and business plans,
negotiated oral commitments as noted and approved, and coefficients.
CONSTRUCTION means the process of building, altering, repairing, improving or demolishing
any school district structure or building, or other public improvements of any kind to any
school district real property. Construction does not include the routine operation, routine repair
or routine maintenance of existing structures, buildings or real property.
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EDUCATION SERVICE CENTER (ESC) is part of a Texas governmental agency (Texas
Education Agency) providing services within their defined regions to school districts and other
governmental entities.
ENERGY BASELINE means a calculation of the amount of energy used in an existing facility
before the installation or implementation of the energy cost savings measures.
ENERGY COST SAVINGS METHOD means a training program or facility alteration designed
to reduce energy consumption or operating costs .
KEY STAFF MEMBERS are considered to be critical to the quality, implementation and
successful support and execution of the program. The past performance and experience of
the key staff that has been committed to the program will be evaluated.
MULTI-AWARD NON-COMPETE while Self Funded Capital Improvement Program is a multiaward contracting program no client member may compete delivery with other TCPN
contractors.
MEASUREMENT AND VERIFICATION is an agreed upon means to measure and verify the
estimated cost savings from Self-Funded Capital Improvement programs.
NON PRE-PRICED ITEMS are those items that cannot be found or reasonably compared to
listed line items.
PERFORMANCE CONTRACTING: A means that enables the Facility Owner to make Capital
Improvements to facilities, finance all cost and have a guarantee that the energy and or
operational savings will pay for the improvement
PUBLIC INFORMATION ACT AND PROPRIETATRY MATERIALS, under the Public
Information Act certain materials may be requested by the public. Vendors should not submit
proprietary materials as part of their proposal. TCPN is subject to the Public Information Act,
as are all public entities.
PROJECT GENERAL MANAGER (PGM) is the senior member of the Vendor's team and will
be the ultimate interface between TCPN and the client members.
PURCHASE ORDER (PO) is the client member’s approval providing the authority to proceed
with the work under the contract and inter-local agreement. Special terms and conditions as
agreed to between the contractor and the client member will be added as addendums to the
PO. Items such as certificate of insurance, bonding requirements, small or disadvantaged
business goals are some of the addendums possible.
PREMIUM HOURS are defined as those hours not included in regular hours or recognized
holidays. Premium hours are to be approved by the client member for each delivery order and
noted in the delivery order proposal as a line item during negotiations.
REGULAR HOURS are defined as those hours between the hours of 7 AM and 6PM Monday
thru Friday unless noted by vendor on their response to RFP.
SCOPE OF WORK (SOW) is the specific work that has been agreed to be undertaken and
accomplished under the TCPN Facility Technology Integration contract .
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THE COOPERATIVE PURCHASING NETWORK (TCPN) is the named organization doing
cooperative contracting under the authority of the Region 4 Education Service Center.
UNIT PRICE BOOK (UPB) will be the current addition of RS Means Facilities Construction
Cost Data or other RS Means Cost publications listed above.
The published quarterly updates will be allowed.
INFORMATION TO OFFERORS
TCPN intends to enter into multiple Contracts to provide ESCO contracts for energy
performance contracting. These contracts will be available in Arizona and nationally for use by
all public entities such as ESC’s, ISD’s, universities, city and county governments, community
colleges and state agencies. It may also be used by certain private non-taxed entities. Each
entity must have signed an inter-local agreement approved by their board or designated agent
with TCPN.
OFFERORS ARE REMINDED THAT NO WORK IS OR HAS BEEN GUARANTEED UNDER
THIS CONTRACT.
It is the intention of TCPN to issue these contracts to give the client members a choice of
contractors under best value to them.
The contractor agrees to use as required Davis Bacon (See the UPB) or local wage rates that
apply with some of the TCPN client members. The client member must supply any Davis
Bacon or local wage rates requested.
The current annual edition of RS Means Facility Construction Cost Data and quarterly
adjustments will be the UPB used.
Contractors are recommended to use Cost Works or other recognized automated software in
preparing line item estimates. Contractor will make available to the member and member’s
engineer access to the program for third party validation by the member.
The proposal coefficient should provide for engineering and architectural (A&E) design to
meet the contracted requirements. The contractor should expect as part of its coefficient those
services that are required to obtain building permits and meet local and state standards for
design and oversight.
AIA master text specifications or client member approved equivalent and all applicable local,
state and national codes will apply to work done under this contract.
TCPN will receive up to 4% of the total revenue (see sliding scale, page 21 of 73) from
each PO executed under this contract. This fee will be included in the contractors priced
coefficient and will not be issued as a separate line item in any job order proposals issued to
client members. This contract management fee will be required to be paid within thirty days of
the completion of any job order. If the job order has progress payments on large projects the
contractor will be required to pay in proportion to these payments within thirty days of the
invoice date.
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Subcontractors must meet the same minimum standards and requirements as the prime
contractor. It will be the responsibility of the prime contractor to pre-qualify and oversee their
subcontractors.
TCPN will provide some oversight in assisting both the client members and the contractors in
the marketing to the client members, training (education), and provide at a minimum an
annual audit and review of each of the contractors programs. This service will be paid for out
of the 4% fee paid to the TCPN program by each contractor. TCPN will not market or sell
directly for contractors.
RS Means facility construction cost data book will be the unit price book for this contract using
the RS Means right hand column (“Total Inc. O & P”) and the most recent edition including any
quarterly RS Means 12-digit line number. Contractors at their expense will make copies of the
UPB available to the client member upon request via electronic or printed media for validation.
Cost Works automated software is the preferred software for preparing line item estimates.
As defined, the contractor’s bid coefficient shall include all overhead items such as office,
safety equipment, vehicles and fuel, communication equipment, computers, printers,
programs, insurance maintenance, four percent TCPN management fee and all contingencies.
All project management, administration, and sufficient jobsite supervision are to be included in
contractor’s bid coefficient as well as any other main office or project overhead and profit
items.
EXAMPLE; using sample figures from a proposal the total cost with all of the adjustments
would be as follows;
Total of divisional line items based on the quantities and unit prices from the UPB including
the OH&P column = $500,000.00
City cost index - .91 adjusted = $455,000.00
Bid Coefficient- .82 adjusted = $373,000.00
Premium Hours. n/a
Davis Bacon.
n/a
TOTAL COST as adjusted = $373,000.00
This contract will have an initial base contract period from the signing date for one year. TCPN
may at its sole discretion award up to 4 additional option periods of one year each. These
options would be renewed on an annual basis with TCPN notifying in writing each contractor
90 days in advance of contract expiration whether TCPN intends to exercise the next one year
option period. If the contractor does not wish to renew, TCPN must be notified within 14 days
after receiving the written notice.
Items that are not found in the UPB will be listed as “non-pre-priced”. The contractor will
provide three prices to establish the average bare cost for each item and add in the Overhead
and Profit (OH/P) based upon the contactors coefficient. This line item will then be negotiated
with the client member and as approved the item will then be added to the price book for
future projects and no longer be non-pre-priced. The need for this special treatment needs to
be addressed in the line item estimate.
Annual audit function will be in accordance with State of Arizona statutes or the jurisdictional
requirements of other states. Reporting and business forms will be established by TCPN.
This solicitation is a “best value” solicitation for TCPN making the award. The primary
selection criteria will be stated in the RFP document and assigned the appropriate weight.
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Awards will be made to those contractors who score highest in the stated categories by point
total. Coefficients will be evaluated within the context of the points presented in the evaluation
criteria as one of the key areas reviewed and evaluated by the selection committee. It should
be noted that the competitiveness of the proposers coefficient will be taken into account
during the bid evaluation process.
TCPN reserves the right to award based upon best value, reject any or all of the proposals in
whole or in part, and to waive any format or technical irregularities, and omissions, if in its sole
judgment any of these actions meet the best interests of TCPN and its client members. TCPN
intends to award this contract(s) without discussions, but reserves the right to conduct
oral interviews (discussions) or presentations as required to select the best value
contractor and/or obtain competitive pricing.
A letter from a surety company that is licensed to do business in the state of Arizona or the
state in which work is being done attesting to its willingness to bond your company and the
bonding limit per year should be included with the proposal. The actual cost of the bond will be
a pass through to the client member and added to the purchase order. It is up to the
contractor to know the bonding requirements of other jurisdictions.
The contractor at his expense and included as part of overhead will provide adequate
insurance coverage meeting at a minimum the requirements of the State of Arizona. The
contractor, if awarded a contract, will provide within 14 days but prior to the commencement of
any construction, a certificate of insurance showing that TCPN has been named as additional
insured. If the member has higher insurance than those requirements, they may be added as
an addendum to the purchase order.
The complete RFP, as well as the proposal of the successful offerors, along with agreed upon
and negotiated points will be incorporated by reference into the contract and the contractor will
be bound by the terms thereof.
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Products and Services
Work Plan
Chevron ES uses an empowerment approach to develop world-class projects. Our work plans are
customer focused, thorough and well planned. We have a deep reserve of engineering talent and a vast
amount of experience building projects that range from our $1.8 million project with the Lauderdale (MS)
School District to our $25 million project with the Central Dauphin (PA) School District to our $100 million
central utility project for the National Interagency Biodefense Campus at the U.S. Army's Fort Detrick.
Our success starts by first assigning the best team to develop the project. As with our other projects, we
intend for the selected core team to stay with the Customer’s projects from start to finish. This approach
helps ensure that the concepts which were derived in the audit are reflected in the engineering designs
and actually installed at Customer facilities. The core team will work to develop a project that the
Customer can hold up to its stakeholders as an example of how things ought to be done.
The figure below shows our 7-Step Work Plan for developing and managing a performance contracting
project. We have been honing this process for over 38 years. Many in the industry emulate this
approach, but we believe that none can match the efficiency and success that only decades of
experience can bring.
Step 7 –
Monitoring
Step 6 – Training
Step 5 – Commissioning
Step 4 – Construction Management
Step 3 – Engineering
Step 2 – Comprehensive Energy Audit
Step 1 – Preliminary Utility Audit
Chevron ES 7-Step Work Plan
Steps
1. Preliminary Utility Audit (PUA). The PUA is a preliminary engineering assessment of project
feasibility yielding potential savings and cost analysis. It is an early, no-cost overview of energysaving potential and is typically conducted prior to an RFQ. Fundamentally this is an “opportunity
assessment’ step.
2. Comprehensive Energy Audit (CEA). The CEA is an investment-grade, computer-modeled audit
yielding energy savings and a detailed scope of work with a measurement and verification plan. This
audit uncovers more specific savings in lighting, mechanical and control equipment, water and
sewage, and utility and fuel switching. The CEA is a thorough and detailed accounting of Customer’
energy-consuming infrastructure right down to nameplate data.
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3. Engineering. Design engineering includes the preparation of specifications and submittals, including
design and construction documents. Sound, unbiased strategies from experienced professional
energy engineers will provide the Customer’s team with a roadmap that is engineered in-house to
help ensure all Customer’s requirements are fully met.
4. Construction Management. Onsite construction management of the Customer
project using pre-qualified local contractors keep project dollars in the
community. Chevron ES’s approach to construction uses an organized and
time-tested process that minimizes disruption to the Customer’s operation and
staff. Complete as-built drawings will be prepared for Customer at the
conclusion of the construction phase. We further define the responsibilities of
the construction manager role later in this section.
5. Commissioning. This is the Customer’s quality assurance process. An
experienced Chevron ES team conducts point-to-point examinations of all
installed equipment and systems affected to confirm that all performance
standards are met.
6. Training. We fully understand that training ensures the long-lasting success of
a project. During and at the conclusion of construction and commissioning, we
provide training that is tailored to address the components of the equipment
installed and the needs of Customer’s maintenance and operations staff.
7. Monitoring and Verification (M&V). Customized monitoring, measurement and verification
designed to sustain energy savings over the long term will be provided to Customer. Our dedicated
in-house monitoring staff includes over 20 team members experienced in tracking, forecasting and
alarm notification of energy use and equipment functionality. Our M&V methodology employs the
International Performance Measurement and Verification Protocol (IPMVP). The National Association
of Energy Service Companies recognizes this protocol as the standard guideline of how savings
resulting from energy conservation projects should be measured.
We provide customized monthly reports documenting utility savings to verify that savings
accrue as projected. Our M&V team will work with Customer to create a customized
program that meets and we believe will exceed Customer’s needs. Ongoing monitoring also
means that any problems that may occur with building operation are more likely to be
discovered in a timely fashion, thereby helping to maximize the opportunity to correct
problems quickly. This service helped Chevron ES to discover an electric meter that was
charging the Minidoka (ID) School District 20 times more than it should have on one electric
meter. It also helped us to discover a possible gas leak for Lyman Elementary (MS) when
an inordinate amount of natural gas usage was captured by our monitoring services.
Construction Management
Chevron ES will manage all construction activities with staff construction managers. Typically all projects
will be assigned a full-time onsite construction manager. Construction management activities also include
a focus on job safety, handling of hazardous materials and coordinating construction activities to help
ensure minimal disruption to the Customer.
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We will provide construction management and
assume responsibility for the proper installation of all
equipment. The project manager works in
conjunction with a construction manager in all
construction activities. The onsite construction
manager will ensure there is a managed process
incorporating all of Customer’s inputs, goals and
needs into a successful energy savings project. The
construction manager’s regular presence on a job
site provides the opportunity to develop a close
working relationship with the Customer’s staff.
‘They (Chevron ES) have been
very flexible with their schedules
and worked around school days
so as not to disrupt classes or
other activities going on in our
buildings’
Barbara Hunt
Director of Finance
Hastings (MI) Area School System
The construction manager is responsible for construction scheduling, subcontractor and vendor
coordination, safety programs, security issues, permits and licenses, and progress meetings with
subcontractors and vendors. He will inspect all work of the subcontractors for compliance to design and
performance specifications.
Chevron ES has Standard Operating Procedures for Construction. These procedures are issued to and
required of all subcontractors. The methodology is designed to help ensure that the project accomplishes
what was promised, a project that meets Customer’s needs.
A detailed timeline outlining and scheduling the construction activities will be used to assure timely
completion, close coordination with Customer’s other activities and minimal impact on campus operations.
At the start of each phase of the construction project, our construction manager will meet with Customer
staff and subcontractors. This meeting will address issues such as sensitive work areas, allowable work
schedules, the nature of the work and so forth. Additionally, during the construction process our
construction manager will hold routine meetings to discuss the progress of the project, potential
interruptions to the campus activities, and other construction-related details with all necessary personnel,
including Customer representatives.
We will assure that all contractors are properly coordinated and that all installations are properly
performed in a manner consistent with specifications and safety regulations. Throughout the life of the
project, our personnel will authorize all contractor payment requests in conjunction with Customer
procedures and will perform inspection and final approvals with Customer-designated staff. Upon
completion of installation, Chevron ES staff will oversee the commissioning of all installed equipment to
confirm proper installation and operation.
While construction managers are primarily responsible for the construction phase of a project, they also
support engineering, scheduling and coordination issues. Our construction managers have strong
backgrounds in the operation of HVAC and energy management systems. They often have worked as
service technicians in either the HVAC or EMS industry. Their hands-on background is valuable in
helping resolve the problems that inevitably occur during HVAC and EMS construction.
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In our experience, the majority of disruptions
and conflicts with building operation and use
can be avoided through proper planning and
communication. Chevron ES will provide for
review detailed construction and
communication plans that we have used on
similar projects. The potential for disruption is
much higher during the project construction
phase, though the audit process also can
impact the educational mission if not properly
managed.
The following is a brief description of some of the Construction Management services that are
included in the management of the project.
Safety Management
Chevron ES is dedicated to safety. Every internal meeting that we have begins with a “Safety Moment.”
A safety topic is discussed with all who are present to remind each of us that safety is our most important
task. We carry that into our construction meetings to reinforce that with our subcontractors and our
customers. We intend to promote safe site conditions by example, and we require our subcontractors to
have organized safety procedures in force. We require them to abide by all Occupational Safety and
Health Administration regulations.
Schedule Management
As mentioned previously, we will be using Microsoft Project software as our main tool in organizing and
coordinating all of the activities of our subcontractors in the construction of the buildings. The schedule
will be updated on a regular basis to show how we stand on the attainment of our predicted activities. We
will work with each of our subcontractors to acquire their buy-in to the timelines and tie their contracts to
the completion of their activities.
Subcontractor Management and Equipment Selection
The construction manager will oversee the procurement of subcontractors, equipment and materials. A
pre-bid meeting with potential subcontractors is held to explain the scope of work and package of
drawings and specifications. This meeting is normally held at the site (or sites) where energy savings
improvements are to be installed. A facility tour is conducted, and locations where improvements are to
be installed are pointed out. Questions arising from the tour are answered.
After bids and any proposed alternate bids are received, they are reviewed for conformance to the
specifications, delivery times and pricing. An interview is then held with the top two bidders, and each
bidder’s ability to do the work is assessed. After the analysis of the bids is complete, a best-buy selection
is made and a contract is issued with Customer approval.
We do not have preferred suppliers, equipment or material. Nor are we a vendor or manufacturer of
equipment. Our philosophy is to recommend the most cost-effective and appropriate selection of
products, suppliers and contractors for the immediate project. After analyzing the current system,
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sometimes the best approach for meeting long-term facility requirements means utilizing equipment
already in place without the added expense of having to replace it. We have installed central chiller loops
and cogeneration systems and replaced HVAC split systems, boilers, domestic hot water heaters and
thermal storage systems. Our audit will include a comprehensive list of all of the identified site energy
conservation measures for selection and approval by the Customer project team.
Chevron ES has an incentive to procure and engineer the
most energy efficient equipment possible so that the
maximum amount of savings can be secured to increase
the number of projects that can be developed under the
performance contract. In addition to this incentive,
Chevron ES has been implementing performance contracts
since 1981 and has developed a database history of
energy saving equipment. This database contains costs
and savings information for the equipment that we have
installed over the years. We believe that our customers
benefit from this information in the form of time-tested
costing and accurate savings estimates for specific
equipment proposed for the energy savings program.
Vendor Neutrality
Chevron ES can design into a project almost any
nationally known and, in many cases, regionally
prominent brand of equipment. Based on
customer preference, installed base of equipment
or other reason, Chevron ES will select
equipment that will provide the best return on
investment (ROI) for the customer.
For example, at the University of Kansas Medical
Center, a large installed base of energy
management control systems manufactured by
Honeywell existed and the facility staff was welltrained on the operation of Honeywell controls.
Chevron ES worked with the customer to design
a project that included additional and upgraded
Honeywell controls. It made sense to do this in
order to provide the greatest ROI to this
customer.
When recommending equipment, it is important to consider criteria other than cost. Equipment
performance, maintenance issues and manufacturer support are all important factors. Of utmost
importance are the energy savings value and the assurance that the particular piece of equipment is the
right solution for the application. Chevron ES will work in concert with Customer to select vendors and
equipment that are going to meet the needs of each facility.
Some of the unexpected benefits of installing newer, more energy efficient equipment is that it may
reduce maintenance and operational expenditures. For example, new energy efficient light bulbs and
ballasts last longer thereby reducing labor and replacement cost. New HVAC compressors with five-year
warranties replacing older compressors require less maintenance expense. Operational and
maintenance savings can be theoretical unless they are supported by documentation and justified. Our
performance contracting will be self-supportive and completely financed through energy savings
measured at the meter.
Chevron ES is also an Energy Star Partner and has access to data on
thousands of pieces of equipment and appliances that are energy
efficient.
Because Chevron ES guarantees the savings resulting from ECM installations, using only superior
equipment and following a high-quality installation plan are imperative. If selected, Chevron ES will
request input from the Customer and develop a list of quality local subcontractor and equipment vendors.
We have already signed on three M/WBE firms to assist in the audit portion of the project.
The design drawings and specifications will be issued to the subcontractors, and bids will be received for
the installation of the ECMs. When selecting the eventual subcontractor or equipment vendor, Chevron
ES will not necessarily take the lowest price but will focus on the best value for the Customer.
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If the Customer wants to work with a particular subcontractor or equipment manufacturer, Chevron ES
can make best efforts to accommodate such preferences. We believe that our knowledge regarding
installation costs – gained through the hundreds of projects completed by our legacy companies and by
Chevron ES itself – enables us to negotiate the best value for equipment and subcontract costs. Using
the considerable buying power that Chevron ES has amassed, equipment can be directly purchased,
saving the customer from paying subcontractor markups.
Quality Control Management
Quality is something that is driven by our internal standards and stipulated by the Customer. These
standards are incorporated into the design of the project by the Chevron ES design team. The
management of the quality of the project is a continuing process that originates with Customer decisions
and ends with the performance of the contractor. We understand and can manage the process of writing
technical “specs” and testing and verifying that materials meet or exceed those that are specified.
Material and Equipment Management
We will plan for the acquisition of materials and equipment as well as the disposal of waste to satisfy the
energy efficient requirements of this project. The activities involved in this are knowledge of technical
specifications, purchasing, bidding, negotiating, transporting, expediting, inspection, material handling,
storing and warehousing.
Budget Management
This involves all of the project-related costs. We will generate, confirm, report, track and verify all of the
budgeted costs from the first estimate to the final accounting of the project. This will be completely
transparent. As construction proceeds, we will make a detailed accounting for all payments made to
subcontractors and contract changes and budgeted expenses.
Information Management
Chevron ES will manage information in a timely manner. We set agendas, chair meetings, recording
meeting minutes and presenting oral and written reports. The types of communication skills involve
personal conversations, correspondence, technical writing, meeting leadership, note taking, meeting
recording and reporting, information management systems and computer systems and reporting.
Documentation of events and conditions is important to a successful project.
Resource Management
This involves the selection, organization, direction and use of all project-related resources, both human
and physical. We believe that all consulting, design, management, contracting, construction and
construction services should be managed in a cooperative or partnered environment and focus the team
coordination on the construction manager.
Risk Management
There are dynamic risks that are tied directly to decisions of the team, and static risks that are normal to
the construction environment that will need to be identified, evaluated and disposed of in a way that will
minimize economic losses if an event occurs that has an attached liability. Chevron ES will rely on our
experience to try to anticipate and analyze the risks as well as identify, evaluate, eliminate, assign, accept
or manage risks to minimize any consequences.
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Decision Management
Chevron ES will try to make it our responsibility to consistently extract decisions from the team that are in
the best interest of the Customer. All of the team members must approach decisions and make decisions
cooperatively, respecting each other’s project functions and expertise. We will develop a path for
resolution of contentious decisions.
Contract Management
We enter into subcontractor agreements with all of our subcontractors and vendors. The Construction
Manager is responsible for working with the Project Manager to review all subcontract agreements and
relevant components, including the scope of work, project schedule, payment terms and conditions,
liquidated damages, etc. Once the subcontractor agreements have been executed, the Construction
Manager is responsible for the day to day management of the subcontractors and vendors, which
includes verification of work completed by billing period and approval of subcontractor invoices. The
Construction Manager utilizes Chevron ES’ proprietary Proliance system to manage subcontract
agreements. The Proliance system is a Web-based tool that leverages a standardized contract
management methodology for all subcontracts and vendors.
Project Track Record
In the monumental task of bringing energy efficiency to a system of 265 facilities, Customer needs an
industry expert with proven, long-term success to support the district’s economic and energy conservation
goals. Chevron ES project experience is in line with Customer’s needs. Energy efficiency projects
represent 70 percent of our total business, while solar installations represent the remainder. We serve
the public and private sectors, with 30 percent of our business among school districts throughout the
United States.
Our project track record yields these advantages for our customers:
•
Comprehensive project management. With a pool of more than 300 highly trained,
experienced engineering, finance, construction and safety employees, Chevron ES assesses,
develops, designs, implements, commissions and monitors turnkey energy efficiency projects
from start to finish.
•
Environmental leadership. Our projects reduce greenhouse gas (GHG) emissions, support
sustainability and apply proven technologies for renewable power, energy management and
building infrastructure systems.
•
Strategic third-party relationships. Because of the number and size of the projects we
undertake, Chevron ES is positioned to negotiate volume pricing and competitive contracts with
suppliers and contractors.
•
On-time, on-budget completion. Every
Chevron ES energy efficiency project has
been completed as scheduled with no cost
overruns.
•
Financing options. Chevron ES project finance specialists will work with Customer’s financing
team, which may also include the Customer’s own financial advisor. We strive to develop a broad
spectrum of non-securities financing options so that the customer’s financing team can make a
decision about the most beneficial financing structure. Chevron ES projects have been financed
using a variety of methods, including municipal tax-exempt leases with non-appropriation clauses,
Energy efficiency and conservation
are the most affordable and readily
available sources of ‘new’ energy.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Product / Services
certificates of participation (COPs), third party-ownership (including Power Purchase Agreements
and Commodity Off-Take Agreements), standard capital leases, Private Activity Bonds, internal
cash flow and Stimulus Bill funding.
•
Long-term performance guarantees. Our expertise in savings estimation enables us to offer up
to a 20-year performance guarantee on our energy efficiency projects.
•
Web-based energy management. Chevron ES installs and supports UtilityVision®, a secure
energy information system that provides real-time data for performance monitoring. We provide
customer training on the use and application of the system.
•
Warranty support. Chevron ES offers a one year warranty on all installed equipment and
transfers all manufacturers’ warranties at the conclusion of the commissioning phase to the client.
These warranties can run five to ten years. Chevron ES also offers extended warranties to
Customer.
•
Safe work practices. We “do it safely or not at all.” We understand that projects at K–12 sites
present unique challenges, and we have established safety policies and procedures to meet
those challenges.
The caliber of our performance has earned additional business from our established customers. For
example, Chevron ES has a successful ongoing relationship with the Los Angeles Community College
District (LACCD). As one of the district’s energy partners, we have implemented more than $180 million
in energy retrofits, solar installations and central plant projects. While LACCD is a college district, we
believe that it is very similar to Customer. LACCD has nine campuses that cover 882 square miles within
highly urbanized Los Angeles and outlying areas. The district is deeply committed to the community it
serves and the partners it collaborates with to fulfill its educational mission.
After winning and completing an initial energy
project, Chevron ES was added to LACCD’s
pool of qualified ESCOs. When the district’s
nine colleges initiated energy and infrastructure
projects, they elected to take bids instead of
selecting from the pool of qualified ESCOs.
Chevron ES won eight of the nine
opportunities, district representatives citing our
past performance as the distinguishing factor.
‘They (Chevron Energy
Solutions) bring the right
partners for us, they are our
preferred partner.’
Ruben Rojas
LACCD Program Director
Our successful track record is also validated by a number of industry awards, continued accreditation by
NAESCO and high ratings on customer satisfaction surveys. Even so, we feel the true measure of our
success is the value that we provide our customers through energy efficiency and renewable power.
Several of our K–12 customers offer the following testimonials:
Dinuba (CA) Unified “The Chevron Team has been easy to work with and is committed to doing
School District
what is right and fair. We’re very satisfied with the service so far… One of
the best projects I have ever been involved in.” – Mark Garza, Director of
Maintenance, Operations & Transportation
North Chicago (IL)
School District
8
“This has been a very pleasant undertaking compared to other projects I
have been involved in. I look forward to working with Chevron in the future.”
– Robert A. May, Director of Building and Grounds
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
Product / Services
Orange (CA) Unified
“So far, the whole project has been a pleasure. All personnel have been
School District, El
cooperative and completely professional.” – John Besta, Principal
Rancho
Berkeley (IL) School “Chevron did an excellent job from beginning to end of this project.
District
Responsiveness was excellent.” – Grant Sabo, Assistant Superintendent for
Facilities and Transportation
Cascade (ID) School “It was a pleasure to work with Rod Hill and others from Chevron. Mr. Hill
District
was always available 24/7 to answer questions and solve any problems.
This was the first construction project I have overseen where I felt 100%
sure that it was being done in the best interest of the Cascade School
District.” – Vic Koshuta, Superintendent
Cherokee (KS)
Unified School
District
“Overall, the relationship we had with Chevron throughout, and after
completion, of the project was exceptional. Chevron representatives
continue to routinely call to check on us to ensure the quality of the service
and satisfaction level with their work.” – Tim Burns, Superintendent
Local Office
Chevron Energy Solutions has more than 20 offices nationwide, including Dallas and Houston. We have
established an office in Irving, TX from which to serve Customers. This office is located at:
5525 N. MacArthur Blvd., #290
Irving, TX 75038
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Chevron Energy Solutions – December 18, 2012
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References
References
Chevron Energy Solutions has many years of experience working with school districts, colleges
and universities, state, county and municipal customers to name just a few. From the traditional
retrofits and upgrades to the cutting edge renewable generation technologies such as fuel cells,
microturbines, and solar energy, Chevron ES has been a leader in the ESCO industry at
implementing performance based energy efficiency and generation projects. These projects
have provided government entities with millions of dollars of energy infrastructure improvements
typically at no cost to taxpayers.
After winning and completing an initial energy
project, Chevron ES was added to LACCD’s pool of
qualified ESCOs. When the district’s nine colleges
initiated energy and infrastructure projects, they
elected to take bids instead of selecting from the
pool of qualified ESCOs. Chevron ES won eight of
the nine opportunities, district representatives citing
our past performance as the distinguishing factor.
‘They (Chevron Energy
Solutions) bring the right
partners…for us, they are our
preferred partner.’
Ruben Rojas
LACCD Program Director
Chevron ES’ success can be attributed to several things but none more important than the over
340 energy professionals that make up our project teams and support functions. Chevron ES
has one of the deepest engineering benches in the industry with most engineers averaging over
8 years of direct energy efficiency experience. Our people have been associated with a number
of award winning projects and continue to push the envelope when it comes to non-traditional
areas of energy savings.
In addition to bringing traditional energy efficiency expertise to every project, Chevron Energy
Solutions is committed to providing our customer’s sustainable renewable energy generation
and efficiency technologies. Chevron ES has a number of projects that showcase renewable
generation and efficiency technologies and also plays an integral part in Chevron’s strategy to
bring new sustainable technologies to market. Currently, Chevron ES is the largest installer of
solar power solutions in the education market in the U.S.
In addition to bringing traditional energy efficiency expertise to every project, Chevron Energy
Solutions is committed to providing our customer’s sustainable renewable energy generation
and efficiency technologies. Chevron ES has a number of projects that showcase renewable
generation and efficiency technologies and also plays an integral part in Chevron’s strategy to
bring new sustainable technologies to market. In particular, Chevron ES is working with a
cross-functional Chevron team on the commercialization of fuel cells but our parent company is
also investing in research and development of improved technologies and is committed to
pursuing business opportunities in promising innovative energy technologies.
Presented here are a number of projects where Chevron ES leveraged our experience with
sustainable design to bring cutting edge technologies to our customers.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Geothermal Heat Pumps
Chevron ES has had multiple projects (12 Task Orders) at the Air Force’s
Strategic Air Command base in Bellevue, NE. Five buildings at Offutt Air Force
Base are now equipped with ground source heat pumps that will save a
combined $99,501/year.
Chevron ES has contracted with the Colorado Capitol Complex to retrofit the
State Capitol building with Geothermal Heat Pump technology. This program is funded in part
with DOE grants and Energy Performance Contracting.
Chevron is the largest renewable energy producer among global energy companies, producing
1,152 megawatts of renewable energy primarily from geothermal operations.
Solar Projects
Chevron ES has established itself as a leader in the design and
installation of solar photovoltaic (PV) projects. Our customers
range from federal, state, and municipal governments to public
and private institutions and commercial customers. Chevron ES
has a solar portfolio of roughly 22 MW of generated capacity and
has installed more than 122,000 solar panels.
Chevron ES is the leading installer of solar power at educational institutions in the U.S.
Some of Chevron’s solar projects have achieved noteworthy status in the industry;
For the San Jose Unified School District in California, we are beginning construction of the
largest solar power (2 MW) and energy efficient facilities program at any K-12 school in the U.S.
Chevron ES just completed a $11.9 million project large-scale solar power installation at Fresno
State that will supply 20 percent of the university's annual power needs. The cost of the project
is partially offset by a $2.8 million rebate administered by Pacific Gas & Electric Company under
the State of California's Self-Generation Incentive Program. The 1.1-megawatt solar system—
the largest photovoltaic (PV)-paneled parking installation at a U.S. university—is expected to
save Fresno State more than $13 million in avoided utility costs over its 30-year lifespan.
For the U.S. Postal Service Processing & Distribution Center in Oakland, California, Chevron
ES installed a rooftop solar system that is the largest at a federal facility.
CES has amassed an impressive solar project track record, and currently is one of the largest
installers of solar power in California. Key installations include:
2
•
a 500-kilowatt solar PV installation, the Solarmine, located about 40 miles from
Bakersfield in California’s San Joaquin Valley, connected to the local electric
distribution system, providing power to oil-well pumping units and processing plants
in Chevron’s Midway-Sunset oil field;
•
a 910-kilowatt solar power system atop the roof of the U.S. Postal Service’s Mail
Processing and Distribution Center in Oakland, California;
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References
•
more than 780 kilowatts of solar electric and energy-efficient cogeneration projects at
both Foothill and De Anza colleges, in Los Altos Hills, California, including a moving
solar-paneled parking structure that tracks the sun as it generates power;
•
a 403-kilowatt solar-paneled parking canopy at the U.S. Postal Service′s West
Sacramento Processing & Distribution Center;
•
a hybrid solar/fuel cell power plant comprising a 250-kilowatt high-temperature
hydrogen fuel cell; a 185-kilowatt solar PV sun-tracking system mounted on a
parking canopy; and a stationary 100-kilowatt roof-mounted solar PV system at the
U.S. Postal Service’s Processing and Distribution Center in San Francisco,
California;
•
a 6,300-square-foot PV panel installation atop the University at Buffalo (NY)’s Norton
Hall;
•
a 191-kilowatt solar PV generation system atop a 20,000-square-foot carport
structure at Pierce College in Woodland Hills, California.
Among the projects currently under construction are:
•
5 megawatts of solar PV arrays at several San Jose Unified School District facilities,
the largest solar power and energy-efficient facilities program in K-12 education in
the United States;
•
a 1-megawatt solar panel-topped parking structure system at California State
University, Fresno – the largest of its kind at any university in the United States, it will
provide 20 percent of the power used at the school;
•
more than 2.5 megawatts of solar photovoltaics at three Contra Costa Community
College District campuses in California.
Fuel Cells
Chevron ES is also working with a cross-functional Chevron team on the commercialization of
fuel cells, a distributed generation technology that will help larger customers reduce their
demand on the transmission grid. As a result of this partnership Chevron ES installed Northern
California's first commercial fuel-cell power plant, located at Chevron’s office park in San
Ramon, California. This fuel cell converts hydrogen from natural gas into electricity, clean water
and usable heat and provides secure digital-grade power to information technology systems.
Chevron ES undertook this project to gain experience with designing and installing stationary
fuel-cell systems and to help us translate this experience into other types of fuel cell projects.
This installation enables Chevron to:
•
Provide a clean, quiet and reliable independent power source for critical electric loads
•
Demonstrate an efficient technology that involves no combustion, recovers heat and
clean water for multiple uses, and reduces demand on the local electricity grid
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
•
Monitor and analyze fuel cell performance relative to conventional power technologies in
a commercial application
As was previously mentioned, Chevron ES recently
completed construction of a fuel cell for Alameda County
in California. At 1 MW, this installation will be one of the
largest natural gas fuel cell cogeneration plants in the
U.S. This ultra-clean technology will have an annual
Emissions Savings of 1900 tons of pollutants or the
equivalent of driving from Oakland to New York, 1700
times.
Hydrogen
Integrating hydrogen into the world's energy supply is an enormous undertaking. It calls for
close collaboration and partnership among governments, universities and industries worldwide.
At Chevron, we are actively involved in numerous hydrogen collaborations.
For example, we have teamed up with Hyundai-Kia Motor Co. and UTC Power on a project that
is part of a five-year U.S. Department of Energy program. The goal is to develop and
demonstrate a safe, convenient, reliable and cost-effective hydrogen fueling infrastructure,
hydrogen fuel-cell vehicles, and distributed power generation systems.
Another example is the collaboration with the State of Florida and Ford Motor Company in
Orlando Florida. Together the Florida DEP and Chevron are funding the infrastructure for this
hydrogen demonstration project. Chevron will manage the operation of the station. Progress
energy is the site host and will provide the land for the Chevron Hydrogen station. The Florida
DEP is funding the leasing of the Ford shuttle buses which the vehicle operators will be driving.
Although bringing hydrogen to large-scale commercial production is a long-term challenge with
several research and technology hurdles to overcome, Chevron is emerging as a leader in
developing fuel processing systems for fuel cells and is addressing both the current and future
demand for reliable, cost-effective energy.
Reuse of waste oils
The City of Millbrae, Calif., selected Chevron Energy Solutions to begin construction of facilities
at Millbrae’s Water Pollution Control Plant (WPCP) that will generate on-site electricity from
restaurant kitchen grease and other organic matter. The upgrades to the WPCP will make it
one of the first wastewater treatment plants in the U.S. to receive and process inedible grease in
a comprehensive system specifically designed to control odors, generate reliable power, reduce
energy costs and provide a new municipal revenue stream.
The new system will efficiently create and use a free biofuel – digester gas produced from
grease – and will increase the amount of “green power” now generated by the facility’s
cogeneration plant by 40 percent. Because the system will generate electricity on-site, the city
will avoid having to purchase about 1.5 million kilowatt-hours from the local utility each year.
This lower demand translates to 1,178,000 fewer pounds of carbon dioxide emissions annually,
equivalent to planting 166 acres of trees.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Below we have included a table that gives a snapshot of Chevron ES projects in the K12, higher
education and local government markets. Following this table we have presented a number of
projects that include the information requested.
Selected Chevron ES Projects
Project Name
Facility Type
City, State
Project Size
$
2
Project Size (ft )
Year
Completed
City
City of Austin
City Facilities
Austin, TX
$2,704,000
240,000
2009
City of Lawton
City Facilities
Lawton, OK
$13,827,774
302,829
2010
City of Salina
City Facilities
Salina, KS
$1,370,199
291,158
2009
$1,226,687
591,559
2010
County
Mesa County
County Facilities
Grand Junction, CO
Arapahoe County
County Facilities
Littleton, CO
$10,093,933
1,197,021
2005-2007
Alameda County
County Facilities
Oakland, CA
$1,150,000
1,992,132
2001
$13,564,460
1,784,261
Ongoing
State
Colorado Capitol Complex
State Facilities
Denver, CO
Nevada Capitol Complex
State Facilities
Henderson, NV
$1,948,736
651,412
2001
Kentucky Department of Military
Affairs
State Facilities
Frankfort, KY
$1,050,163
383,357
2004
K12
Chambersburg Area School
District Phase VII
K12 Facilities
Chambersburg, PA
$3,638,914
28,000
2008
Lauderdale County Schools
K12 Facilities
Meridian, MS
$1,118,000
32,800
2007
Williamson County Schools
K12 Facilities
Franklin, TN
$5,668,038
2,590,301
2010
Community College
Colorado Northwestern
Community College
Education
Rangely, CO
$7,832,782
247,142
2010
Houston Community College
Education
Houston, TX
$14,100,000
2,393,156
Ongoing
Los Angeles Community College
District (Valley College)
Education
Los Angeles, CA
$7,496,496
612,392
2002
$6,418,480
2,276,075
2007
$17,387,470
N/A
2006
$9,886,468
1,202,874
2006
University/College
Idaho State University
Education
Pocatello, ID
University of Utah Phase VI
Education
Salt Lake City, UT
Utah Valley University
Education
Orem, UT
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
City - County – State
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
City of Victoria
Project Identification:
City of Victoria, Texas
Performance Contract
Project Size:
6 Building(s) – 98,781 sq ft
Project Value:
$605,700
Source of Funds: American Recovery and Reinvestment Act
Contract Terms:
10-year Guaranteed Energy Project
Technical Design Personnel:
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Eric Cox, Project Manager
Walter Shalek, Lead Project Engineer
Reference:
Gil Reyna
Director of Finance
City of Victoria
105 W. Juan Linn Street
Victoria, TX 77901
Tel 361.485.3080
Fax 361.485.3075
Email greyna@victoriatx.org
Project Dates
Started
Completed
June 2009
October 2009
March 2010 October 2010
N/A
N/A
List of Improvements:
Energy management system
Thermostats
Controls / motion sensors
Lighting retrofit
Ballasts
Exit signs
Lamps
Parking lot / outdoor lighting
Reflectors
Traffic signals: seven hundred and fifty (750) LED traffic signals city-wide as well as 65 pedestrian crossings.
Vending machines
Guaranteed Annual Energy Savings: $77,959
Annual Non-Energy Savings:
Achieved Summarized Savings:
Water (gal)
Steam (lbs)
1,624,306
0
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
987,152
0
1
648
0
0
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
2,898,208
KW
4,942
NA
Measurement and Verification:
Stipulated.
CCF
17,780
Energy $
$323,214
Non-Energy $
Energy $
$80,826
Non-Energy $
$0
Total Dollars
$323,214
$0
Total Dollars*
$80,826
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base conditions);
Comments:
Chevron worked extensively with the City to develop, complete and submit the EECBG grant application to
the DOE. This effort included complete coordination with the City staff, the DOE and the EECBG consultant. The application
was completed and accepted on a tight schedule. The City of Victoria is currently contemplating a second Phase of work now
under development.
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References
Colorado Capitol Complex – Phase I, II and III
Project Identification:
Colorado Capitol Complex, Denver, Colorado
Energy Performance Contract
Project Size:
20 Buildings – 1,784,261 sq ft
Project Value:
$13,564,460
Source of Funds:
CitiCapital
Contract Terms:
19-Years
Technical Design Personnel:
Project Schedule:
Scott Shulda, Project Manager
Comprehensive Energy Analysis
Phase I-Design/Implementation
Project Dates
Completed
Started
January 2003
August 2003
January 2004
May 2005
Phase II-Design/Implementation
Phase III-Design/Implementation
Monitoring
January 2005
May 2008
January 2007
Project Phase
December 2006
July 2010
January 2026
Reference:
Lance Shepherd, Architect
Colorado Capitol Complex
1525 Sherman Street B15
Denver, CO 80203
Tel 303.866.3450
Fax 303.894.7478
Email lance.shepherd@state.co.us
List of Improvements:
Many modifications to the chilled water
system
Eliminate unnecessary bridle loops
Eliminate unnecessary bypasses
Eliminate tertiary pumps
Correct piping design errors
Install variable speed drives on
secondary pumps
Convert 3 way valves to 2 way operation
Modify chiller sequencing
Correct neutral bridge installation
Relocate static pressure sensor
Rebalance primary pumps
Install water side economizers
Install new energy efficient chillers
Replace cooling tower
Install new central boiler plant to eliminate
purchasing of costly utility steam
Replace steam traps
Upgrade and expand energy management
system
Unoccupied hours setback temperature
Eliminate unnecessary equipment operation
Outside air temperature lockouts
Add baseboard heat control
Chilled water reset
Condenser water reset
Hot water reset
Improve air side economizer control
Reset air handler discharge temperatures
Comprehensive lighting retrofit, including
Convert all fluorescent fixtures to T8 lamps
and electronic ballasts
Replace incandescent fixtures with
fluorescent fixtures
Replace exit fixtures with LED exit fixtures
Install reflectors to reduce lamp quantities
Lamp and ballast disposal
Replace mercury vapor fixtures with metal
halide fixtures
Replace toilets with low flow toilets
Insulation and air sealing
Energy training program
Insulate heat exchangers
Guaranteed Annual Energy Savings: $924,985
Annual Non-Energy Savings:
$255,677
Achieved Summarized Savings:
KW
KWh
Initial
Baselines
33,250,509
7,044
CCF
123,127
KW
15,789
5,692
8,268
8,093
11,481
11,784
CCF
-115,153
-57,590
-65,075
-34,568
-5,459
-29,064
Year
Construction
1
2
3
4
5
8
KWh
9,432,206
3,712,003
4,213,855
5,672,653
7,400,692
8,152,074
Repair condenser pumps
Modify domestic hot water systems to permit
shutting of steam during the summer
Install variable frequency drives on pumps
and air handlers
Place city-water cooled equipment on chilled
water loop
Replace domestic water pumping station
Automatic lighting controls
Convert instant volume reheat air handlers to
variable volume
Replace old DX rooftop units with new chilled
water units
Retro commissioning
Replace chillers in three separate plants
Upgrade pneumatic air compressor system
Improve pump room ventilation
Repair existing chillers
Install water meters to avoid server changes
Replace steam boiler with hot water boilers
Replace windows
LEED-EB Certification (Three facilities)
Steam (lbs)
Water (gal)
32,604,000
38,492
Annual Savings
Steam (lbs)
Water (gal)
38,903
1,387,000
17,241
17,120
18,955
17,762
15,649
Energy $
Non-Energy $
Total Dollars
$2,589,970
Energy $
$1,555,372
$783,052
$848,350
$1,005,713
$1,279,728
$1,286,728
Non-Energy $
0
$255,677
$262,059
$268,610
$275,326
$282,209
Total Dollars*
$1,555,372
$1,038,718
$1,110,409
$1,274,324
$1,554,807
$1,568,937
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
* Although Non-Energy Savings occurred during construction, they were not calculated for the construction period
Measurement and Verification:
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base
conditions.) IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.)
Comments:
The Project started in May of 2002 with a goal of identifying potential energy conservation measures which
was assumed to be around $4,000,000. The Audit phase identified 35 Energy Conservation Measures that was reduced to 13
measures that met the maintenance and financial goals of DPA/Central Services. The Audit was conducted in 19 State Buildings
located in Denver and Grand Junction with a total area of 1,784,261 square feet.
The Energy Conservation Measures being implemented include lighting improvements
in 18 buildings, water conservation improvements in 13 buildings, upgrade/expand DDC
controls in 14 buildings, chilled water system improvements at the Power Plant,
Colorado History Museum and at 690 Kipling, install water side economizer at Colorado
History Museum and 690 Kipling, replace chiller, pumps and towers at 1881 Pierce
Street, replace district steam with gas fired boiler plant, install variable frequency drives
on air handlers and/or pumps at the Capitol Building, Legislative Services Building and
at the Power Plant, add insulation to the North Campus West Building, delete unused
water meters at 1881 Pierce Street, implement oversight of an Energy Resource
Conservation Manager in 19 buildings, and direct purchase natural gas for 8 buildings.
Many of these projects had been identified and listed as Control Maintenance Projects but have not been funded for many years
due to higher priority projects and shortfalls in state revenue.
Shortly after implementation of Phase I began, the steam utility company expressed a desire to build, own and operate the plant.
The State, with assistance of CES, negotiated a deal with the utility where the utility would pay for the cost of building and
operating the boiler plant. As a part of this arrangement, the State is receiving energy cost reductions as if they had built their
own plant. The benefits to the State for this arrangement are huge; the State’s energy costs are the same as if they owned their
own boiler plant, yet the utility in fact owns and operates the plant; over $1.5 million of project funds were freed up for the State
to spend on other capital needs.
Further energy savings opportunities were uncovered during the initial implementation of Phase I. These measures, coupled
with the savings from the steam utility deal, enabled the implementation of a second Phase of the project including the following
scope: Water side economizers were installed in four additional buildings, variable speed drives were installed on pumps in two
buildings, uninsulated heat exchangers were insulated in one building, domestic hot water/steam system improvements were
implemented in six buildings, EMS controls were expanded/upgraded in six buildings, variable frequency drives were installed on
air handlers in three buildings, a city water cooled compressor in the Capitol building was placed on the chilled water system, a
city water pumping system in the Annex was replaced, automatic lighting controls were upgraded in the Centennial Building, New
boiler plants were installed in the Labor Building and Museum, Constant volume reheat air handlers in the Museum were
converted to variable volume, faulty condenser water pumps in the Museum were repaired, new rooftop units and an entire new
chilled water system was installed at the Kipling street complex, a new chiller, backup chilled water pump, cooling tower and
water side economizer were installed in the Power Plant, existing chillers were repaired in two buildings, the pneumatic air
compressor system in the Power Plant was upgraded, a new pump room ventilation system was installed in the Power Plant, and
the following was implemented at the Labor Building: water meters were installed to avoid sewer charges, and single pane
windows were replaced with double pane windows.
Solar photovoltaic installations were also included in the comprehensive program for this customer. Facilities receiving solar
generation included:
•
•
Colorado Dept. of Revenue at 100kW
State Capitol Building at 10kW
Chevron ES has received LEED certification for five buildings at the Colorado Capitol Complex and Governor’s Residence. The
buildings include the Capitol, which became the first LEED-certified state capitol in the U.S. The following buildings were a part of
a much larger energy savings performance contract that Chevron ES implemented at the capitol complex. Below is a summary of the
five buildings.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
The State Services Building (SSB) was selected as LEED certified.
This is only the 13th facility in the country to reach LEED-EB (LEED
for existing buildings).
The Judicial/Museum LEED-EB submittal is complete and the building
has received a "Certified" level of recognition. This building is the 16th
building in the country to be recognized as a certified LEED-EB project
and the second one in the State system.
The review of the State Human Services Building LEED-EB submittal
is complete and has received a "Certified" level of recognition. We
believe this is the 17th building in the country to be recognized as a
certified project and the third one in the State of Colorado System.
In addition to those mentioned above are the Capitol Building and the Governor’s residence which have been LEED certified.
In addition to these certifications, Colorado Governor Bill Ritter announced that the state's Capitol building would be the first in
the nation to obtain certification for Leadership in Energy and Environmental Design.
The Colorado Capitol - built in 1895 - also became the first building of any kind in the United States to be certified under the
newly launched LEED for Existing Buildings: Operations and Maintenance rating system.
Recently, CES helped the State garner a $4,600,000 grant from the Department of Energy. The grant is to be used for
geothermal heat pump projects at the State Capitol Building.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
City of Prattville
Project Identification:
City of Prattville
Prattville, Alabama
Performance Contract
Project Size:
24 Building(s) – 173,293 sq ft
Project Value:
$1,736,265
Contract Terms:
20 years
Technical Design Personnel:
Bill Davis, Project Manager
Rae Celestine-Honore, Project Engineer
Richard Adams, Construction Manager
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
June 2009
September 2009
January 2010
July 2010
January 2011
December 2031
List of Improvements:
New / replacement boilers
New / replacement chillers
Air-cooled condensers
Air handling units
Pumps & primary systems
Energy management systems
Thermostats
Controls / motion sensors
Lighting retrofit
Ballasts
Exit signs
Lamps
Parking lot / outdoor lighting
Reflectors
Solar water heaters
Low-flow showers / faucets
Low-flow toilets / urinals
Reference:
Doug Moseley
Finance Director
City of Prattville
101 West Main Street
Prattville, AL 36067
Tel 334.358.3224
Fax 334.361.3608
Email dougmoseley@prattvilleal.gov
Guaranteed Annual Energy Savings: $98,172
Annual Non-Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
Year
Construction
1
$640
KWh
6,658,032
KW
CCF
39,695
Water (gal)
17,390,572
KWh
KW
CCF
Water (gal)
Propane (Therms)
1,259
Annual Savings
Steam (lbs)
Energy $
Non-Energy $
Total Dollars
$98,172
Energy $
Non-Energy $
Total Dollars*
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base
conditions.); IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.); Stipulated.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Alameda County
Project Identification:
Alameda County
Oakland, CA
Design-Build and UtilityVision®
Project Size:
Santa Rita Jail - 800,000 sq.ft.
Hayward Hall of Justice – 191,228 sq.ft.
Fallon Street Courthouse – 465,704 sq.ft.
Wiley Manuel County Courthouse – 427,200 sq.ft.
Fremont Hall of Justice – 108,000
Project Value:
Santa Rita Jail $1,150,000
UtilityVision® Countywide project $172,371
Source of Funds: Santa Rita Jail project - Internal County Financing & DSM Bidding ($240,000 in rebates were secured on
behalf of the County)
UtilityVision® Countywide project - California Energy Commission Grant
Contract Terms:
3 years
Technical Design Personnel:
Ron LaCombe, Monitoring Services Manager
Rick Sweaney, Installation Manager
Project Schedule: UtilityVision® Countywide project - Completed on time.
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
NA
NA
April 2001 August 2001
NA
NA
Santa Rita Jail – Completed on time.
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
December 2000 January 2001
February 2001
July 2001
N/A
N/A
Reference:
Matthew G. Muniz
Energy Program Manager
County of Alameda
1401 Lakeside Drive
Suite 1115
Oakland, CA 94612
Tel 510.208.9518
Fax 510.208 9530
Email mmuniz@co.alameda.ca.us
List of Improvements:
UtilityVision® Countywide:
UtilityVision®
Chiller Curtailment Controls
Projected Annual Energy Savings:
Measurement and Verification:
12
Santa Rita Jail:
VFDs on cooling towers
High efficiency chiller replacement
Variable flow pumping conversion
Energy Management System upgrade
Utility Vision® real-time metering platform
Real time load shedding
NA
UtilityVision® Countywide – NA
Santa Rita Jail - Pre & post-retrofit electrical power measurements.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Comments:
UtilityVision® Countywide - This project was implemented under the California Energy Commission’s AB970 Grant Program:
Demand Responsive HVAC & Lighting Building Systems. The project’s goal was to install a web-based load curtailment project
that would curtail the chillers in each building upon a signal from the CEC, which would occur when there was an electrical grid
problem.
Santa Rita Jail Solar – The combined solar electric power and energy efficiency solutions were implemented through
relationships with PowerLight and Chevron ES. With solar electric generation, the jail reduced overall energy cost, and in
particular, reduced purchases of expensive, peak energy from the local utility. With energy efficiency and demand side
management technologies, the jail maximized the value of the solar investment, while at the same time modernizing the facility.
Alameda County’s solar powered installation, equivalent to powering 1000 homes, spares the environment thousands of tons of
harmful emissions such as CO2, NOX, SOX, which are major contributors to smog, acid rain and global warming.
To date, the combined project has reduced the facility’s peak summer demand consumption of grid-generated electricity by 35%.
Already, over 2.5 million kilowatt-hours of annual electricity consumption are diverted from California’s electric grid by the Santa
Rita Jail project. These savings benefit State consumers by reducing grid power purchases, most of which occur during peak
electrical demand hours – at times when state transmission lines are the most constrained.
Based on current PG&E electricity rates, the total solar project savings for Alameda County are about $425,000 in the first year
of operation and $15 million in net savings over the 25-year life of the project. Partial funding for the projects come from the
California Energy Commission’s (CEC) Emerging Renewable Buydown program, incentives from California PUC, and prior
energy efficiency incentive payments. The County received a low interest rate energy efficiency loan from the CEC, and did not
have to authorize any general fund revenues to finance its solar electric generation and energy efficiency projects. The project’s
electrical cost savings will pay the debt service for this loan.
“Energy is a vital resource. As it becomes increasingly expensive, other public agencies will follow Alameda County’s lead and
perform energy efficiency upgrades to help manage costs and revitalize aging facilities. Such leadership by the County not only
serves to protect our environment, but also creates job opportunities in California for the growing energy efficiency industry,” said
Chevron ES SVP, John Mahoney.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Arapahoe County
Project Identification:
Arapahoe County
Littleton, Colorado
Performance Contract
Project Size:
15 Buildings – 1,197,021 sq ft
Project Value:
$10,093,933
Source of Funds:
Municipal lease, DSM program
Contract Terms:
12 year guaranteed savings
Technical Design Personnel:
Scott Shulda, Project Manager
Sonny Ha, Senior Project Engineer
Mark Adams, Senior Project Engineer
David Harrell, Controls Manager
Scott Swan, Project Engineer
John Loveless (contract employee) Construction Manager
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
On schedule.
Project Dates
Started
Completed
April 2005
July 2005
November 2005 March 2007
May 2007
April 2019
List of Improvements:
Replace 5 boiler plants
Replace a cooling plant
Lighting upgrades
Water conservation
Install new/upgrade energy management system
Install VFDs on fans
Install water softeners
Install small A/C units to serve computer rooms
Water side economizers
Upgrade irrigation controls
Programmable flush valve controls
Laundry conservation
Replace domestic hot water system
Change natural gas utility provider
Energy Resource Conservation Manager
New Cooling Tower
Retro Commissioning
Replace Existing Ventilation with new VAV system
Guaranteed Savings:
reallocation.
14
Reference:
Anne Cecilione
Manager of Project Operations
Facilities and Fleet Management
Arapahoe County
5334 South Prince St.
Littleton, CO 80166
Tel 303.795.4433
Fax 303.734.5452
E-mail acecilione@co.arapahoe.co.us
Year 1: $632,694, escalated at 2.5% per year, includes $90,000 per year maintenance
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Achieved Summarized Savings:
Water (gal)
Steam (lbs)
86,071,366
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
Construction
3,600,117
5,213
170,983
17,728,769
1
3,141,896
3,395
160,619
23,085,136
2
3,174,276
3,897
162,851
18,793,138
3
3,661,531
5,025
125,905
16,253,837
4
3,324,669
5,064
145,139
24,837,126
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
12,909,428
KW
31,092
CCF
409,769
Energy $
Non-Energy $
Total Dollars
Energy $
$654,205
$737,813
$642,265
$638,817
$788,975
Non-Energy $
Total Dollars*
$654,205
$879,505
$787,499
$790,021
$943,959
0
$141,692
$145,234
$151,204
$154,984
Measurement and Verification: IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base conditions.)
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.)
Comments:
With constraining budgets coupled with aging facilities in need of repair, Arapahoe County was
able to work with Chevron ES to identify solutions to modernize and upgrade their facilities to address their
operational issues. Replacement of the heating, cooling and air distribution systems, replacement of boiler plants,
installation of water softeners, modernizing the building control systems, as well as an extensive lighting retrofit
allows the County to address these issues and accommodate the needs of their community. The project with
Chevron ES allows sole source responsibility with the development and implementation of the project, as well as
guaranteed savings that facilitates project funding.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Miami-Dade County – Phase I
Project Identification:
Metro Dade GSA Annex Building
Miami-Dade County
Miami, Florida
Performance Contract
Project Size:
1 Building
Project Value:
$228,515
Source of Funds:
Tax-exempt Municipal Lease & ESCo assisted grant acquisition ($300,000)
Contract Terms:
10 Years
Technical Design Personnel:
Jay Pakarinen, Project Manager
Reference:
Project Schedule:
Mr. Ray Abrahante
Project Phase
Comprehensive Energy Analysis
Design / Implementation
Monitoring
Project Dates
Started
Completed
N/A
N/A
January 2002
November 2002
September 2002
August 2012
Energy Engineer
Miami-Dade County
General Services Administration
111 N.W. 1st Street
Miami, FL 33128
Tel 305 375 5242
List of Improvements:
Installation of high efficiency air-cooled chiller & auxiliary equipment. Included demolition, removal & disposal of
existing chiller, controls, condenser water piping & cooling tower
Energy efficient lighting retrofits
Guaranteed Annual Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
KWh
502,667
KW
CCF
$22,989
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
1
127,384
2
182,291
3
150,242
4
155,074
5
88,019
6
91,886
7
99,693
8
104,514
9
173,214
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
Typ. w/ utility bills.)
16
Energy $
Non-Energy $
Total Dollars
$20,416
Energy $
$9,207
$14,174
$11,515
$14,491
$8,809
$9,096
$10,511
$10,449
$16,962
Non-Energy $
$15,631
$15,631
$15,631
$15,631
$15,631
$15,631
$15,631
$15,631
$15,631
Total Dollars*
$24,838
$29,805
$27,146
$30,122
$24,440
$24,727
$26,142
$26,080
$32,593
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Miami-Dade County – Phase II
Project Identification:
Police Department Headquarters
Miami-Dade County
Miami, Florida
Performance Contract
Project Size:
1 Building
Project Value:
$1,369,447
Source of Funds:
Tax-exempt Municipal Lease & ESCo assisted grant acquisition ($300,000)
Contract Terms:
10 Years
Technical Design Personnel:
Jay Pakarinen, Project Manager
Reference:
Project Schedule:
Mr. Ray Abrahante
Project Phase
Comprehensive Energy Analysis
Design / Implementation
Monitoring
List of Improvements:
Energy Engineer
Miami-Dade County
General Services Administration
111 N.W. 1st Street
Miami, FL 33128
Tel 305 375 5242
Project Dates
Started
Completed
March 2003
August 2004
March 2003
August 2004
March 2004 February 2014
Installation of premium efficiency motors & variable frequency drives for cooling towers & chilled water pumps
Installation of variable frequency drives for air handling units
Installation of 600-ton high efficiency chiller with variable frequency drive
Guaranteed Annual Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
KWh
9,335,400
KW
CCF
$141,962
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
1
3,358,231
2
3,598,792
3
1,949,158
4
2,245,384
5
2,506,425
6
1,868,032
7
2,232,658
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
Typ. w/ utility bills.)
Energy $
Non-Energy $
Total Dollars
$413,976
Energy $
$188,152
$228,573
$152,224
$175,912
$211,318
$147,875
$152,809
Non-Energy $
$15,679
$15,679
$15,679
$15,679
$15,679
$15,679
$15,679
Total Dollars*
$203,831
$244,252
$167,903
$191,591
$226,997
$163,554
$168,488
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit.
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References
Shawnee County, Kansas
Project Identification:
Project Size:
Project Value:
Source of Funds:
Contract Terms:
Technical Personnel:
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Shawnee County
Topeka, Kansas
Performance Contract with UtilityVision®
3 buildings - 465,052 sq ft
$7,563,370
COP Bonds
20 years -- guaranteed savings
Neil Craig, Senior Project Manager
Todd Einck, Project Engineer
Steve Schulte, M&V Regional Manager
Reference:
Mr. Rich Davis
County Director
Shawnee County, Kansas
200 SE 7th St
Topeka, KS 66603
Tel 785-233-8200
Fax 785-291-4901
Email: rich.davis@co.shawnee.ks.us
Project Dates
Started
Completed
October 2006 February 2007
April 2007
February 2009
March 2009
February 2029
Ozone Injection System at Corrections Laundry Facility
Waste Oil Boiler and AHU for Vehicle Bay at North Annex
Power Factor Correction and Utility Meter Consolidation
Comprehensive Lighting Renovation
Domestic Water Conservation
Complete HVAC Mechanical Replacement at Courthouse
County-Wide Energy Management System
Boiler, Chiller and HVAC replacements at Corrections and North Annex
Reconfiguration to VAV systems at Courthouse and Corrections
Guaranteed Annual Energy Savings:
Annual Non-Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
KWh
2,099,478
KW
Year 1: $267,030 (escalated at 3%)
Year 1: $21,749 (escalated at 2.5%)
Therms
57,640
Water (gal)
Steam (lbs)
9,139,000
Annual Savings
Water (gal)
Steam (lbs)
12,451,000
Year
KWh
KW
MCF
Construction
2,555,848
44,003
1
1,025,475
19,120
2
958,370
13,900
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Energy $
$267,030
Non-Energy $
$21,749
Total Dollars
$288,779
Energy $
$298,678
$197,662
$202,585
Non-Energy $
$30,735
$21,749
$22,293
Total Dollars*
$329,413
$219,411
$224,878
Measurement and Verification: IPMVP, 2007, Option C (Entire facility level compared before and after retrofit at the County
®
Courthouse. Typical w/utility bills.) UtilityVision was installed at County Courthouse; IPMVP, 2007, Option A (Short
term/periodic measurement after retrofit compared to base conditions.) A one-time Option A M&V report for lighting and water
savings at the Department of Corrections and North Annex was delivered and signed off by customer in August 2008.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
City of Austin
Project Identification:
City of Austin Parks and Recreation Department, Austin, Texas
Performance Contract
Project Size:
15 Buildings – 240,000 sq ft + Multiple Parks
Project Value:
$2,704,000
Source of Funds:
Texas LoanSTAR
Contract Terms:
10-year Guaranteed Energy/Water Savings Project
Technical Design Personnel:
Neil Craig, Senior Project Manager
Walter Shalek, Lead Project Engineer
Aaron Cox, Lead Project Engineer
Project Schedule:
Project Phase
Detailed Energy Audit
Design/Implementation
Monitoring
Project Dates
Started
Completed
April 2007
October 2007
January 2009 December 2009
January 2010
January 2020
Reference:
Dennis Lilley-Senior Conservation Program Specialist
Austin Energy
721 Barton Springs Road
Austin, TX 78704
Tel: 512-482-5319
Fax: 512-482-5450
Email: Dennis.Lilley@austinenergy.com
List of Improvements:
Energy Management System/Programmable Thermostats
Domestic Water Conservation
Irrigation Conservation (Non-potable water)
HVAC Upgrades
Annual Energy Savings:
SUMMARY OF PROJECT (including simplified report projects)
Cat.
I
10,685
Cat.
II
79,661
Cat.
III
395,140
Total
485,486
kWh/yr
Demand Savings:
0
0
0
0
kW/yr
Gas Savings:
0
0
430
430
Mcf/yr
124
924
5,027
6,075
MMBtu/yr
0
599
68,011
68,610
kgal/yr
7,869
kgal/yr
kWh Savings:
Btu Savings:1
Water Savings:
Sewer Savings:
Cost Savings:
1
0
599
7,270
$877
$12,356
$319,720
$332,953 $/yr
Btu savings calculated on the basis of source Btus (11,600 Btu/kWh and 1,030,000 Btu/Mcf).
Category I ECRM: Limited Calculations - Programmable Thermostats
Category II ECRM: Simplified Calculations - Domestic Water Conservation, HVAC Upgrades
Category III ECRM: Detailed Calculations - EMS, Irrigation Conservation
Measurement and Verification: Stipulated, IPMVP-2007 Option B (Retrofit Isolation) and Option C (Whole
Building).
Comments:
The Parks and Recreation Department currently has approximately 80 fields that are being
irrigated with city water. The cost of city water is $3.25 per thousand gallons, which results in a significant watering
bill to maintain these fields. At several locations there is the opportunity to use reclaimed water or raw river water to
meet the irrigation needs and thus reduce irrigation costs.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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References
Colleges
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References
Houston Community College – Phase 1
Project Identification:
Houston Community College – Phase 1
Houston, Texas
Energy Savings Performance Contract
Project Size:
29 Buildings – 2,393,156 sq ft
Project Value:
$6,614,788
Source of Funds: Maintenance Tax Notes
Contract Terms:
15 Year Guaranteed Savings
Technical Design Personnel:
Neil Craig, PE
Project Schedule: Completing Construction
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
January 2008
June 2008
November 2009
April 2012
May 2012
May 2012
List of Improvements:
T12 to T8 Fluorescent Conversion
De-lamp & Install Specular Reflectors
32W to 28W Fluorescent Conversion
Incandescent to Compact Fluorescent
LED Exit Signs
HID to Fluorescent
Install Lighting Occupancy Controls
Expand Building Management System
Pneumatic to DDC Integration
Install Classroom Occupancy Sensors for HVAC
Programmable Thermostats
Install/Modify Boiler Controls
Install CO2 controls on Makeup Air Handlers
Replace Inlet Guide Vanes with VFD's
Replace Bypass Dampers with VFD's
Install VFD's on Dual Duct Air Handling Units
Install VFD's on Existing Chillers
Constant Volume to VAV Conversion
Install Electric Duct Heaters and VAV boxes
Utilize Existing Sand Filters
Install High Efficiency Motors
Replace Energy Recovery Units
Replace Defective Pipe Insulation
Install City Water Pressure Tank
Add Buildings to New Cooling Plant
Pre-condition Makeup Air
Primary/Secondary CHW Pumping
Water Conservation
Central Plant with Combined Heat Power
Reference:
Dr. Art Tyler
Chief Operating Officer
Houston Community College
3100 Main
Houston, TX 77266
Tel : 713.718.8581
Fax: 713.718.8583
Email: art.tyler@hccs.edu
Guaranteed Annual Energy Savings: Year 1: $587,064 (Does not include Central Plant & CHP)
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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References
Annual Non-Energy Savings:
Achieved Summarized Savings:
Year 1: $26,388 for first 3 years of program
Steam (lbs)
Energy $
Water (gal)
Non-Energy $
Total Dollars
47,027
N/A
$8,336,246
N/A
$8,336,246
Annual Savings
Year
KWh
Non-Energy $
Total Dollars*
KW
CCF
Water (gal)
Steam (lbs)
Energy $
1,821
6,274
$1,166,690
Construction #
9,574,162
7,864
N/A
$1,166,690
N/A
1
5,488,319
861
10,837
4,755
N/A
$654,172
$26,388
$680,560
# Construction was 30 months, due to (3) Change Orders to add more scope to the project. Phase 1 was signed and closed out April 2012.
Initial
Baselines
KWh
64,931,768
KW
188,054
CCF
372,312
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
IPMVP 2007 Option A for lighting retrofits and Stipulated for the Energy Management
System, HVAC retrofits and Water retrofits.
Comments:
Houston Community College is utilizing Performance Contracting to meet the Chancellor’s commitment to
the American College & University Presidents' Climate Commitment. Their approach was to first select Chevron ES to perform a
Comprehensive Energy Audit of all their facilities and then implement the energy conservation measures that gave them the
biggest returns.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
University of Utah
Project Identification:
University of Utah – Phases I-VI
Salt Lake City, Utah
Energy Performance Contract
81 Buildings – 5,600,000 sq. ft.
$64,000,000
Project Size:
Project Value:
"Viron (now Chevron ES) was the only company submitting a proposal that really
understood that our goal was to build a central chilled water and high-temp plant and
they put together a team that could accomplish that task.
Orfeo Kostrencich, Associate Director, Energy Management
Source of Funds:
Customer Financing
Contract Terms: 20-year Guaranteed Energy Savings Program – Signed: 11/19/98
Project Schedule:
Completed on schedule
Project Dates
Project Phase
Phase I
Phase II
Phase III
Phase IV
Phase V
Phase VI
Start
End
Start
End
Start
End
Start
End
Start
End
Start
End
Energy Analysis
10/98
2/99
10/98
2/99
6/98
9/98
6/00
9/00
6/98
9/98
11/04
2/05
Design/Construction
2/99
7/00
7/99
8/00
3/99
7/00
1/01
10/01
1/01
10/01
2/06
6/06
Monitoring
7/00
6/07
9/00
6/07
N/A
N/A
11/01
11/07
N/A
N/A
3/07
In Construction
List of Improvements:
Phases I, II, & IV Improvements:
Installed high efficiency lighting modifications
Installed new chillers
Installed new cooling towers
Installed new energy management system
Upgraded old energy management system
Installed variable frequency drives
Installed variable speed chilled water pumping
Converted air handlers to variable air volume
Installed energy-efficient motors
Changed constant air volume to variable air volume
Variable-speed hot water pumping
Installed programmable thermostats
Installed new fume hood control system
Implement high-temperature hot water reset at Central Plant
Phase III Improvements:
Construction of a new 6800-ton chilled water plant
Phase V Improvements:
Construction of a new 210 mmBTU high temperature hot water plant
Phase VI Improvements:
•
•
Reference:
Orfeo Kostrencich, Associate Director
Facilities
University of Utah
1795 East South Campus Drive
Building 350
Salt Lake City, UT 84112-9404
Tel 801.581.5503
Email orfeo.kostrencich@fm.utah.edu
Demolition/Abatement
 Removed two (2) 65 mmBtu/hr Hot Water Generators
 Asbestos removal/abatement, boilers and piping
One Solar Taurus 70 Natural Gas Turbine
 Rated at 6.0 MW site adjusted
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
•
•
 25-28 mmBtu/hr waste heat available
 9 ppm NOx, utilizing Solar’s SoLoNOx technology
RENTECH WHRU
 100 mmBtu/hr total boiler capacity
 75 mmBtu/hr supplemental burner
 Supplying 450 F High Temp Hot Water
Substation Upgrades
 New 12.47 kV switchgear, with Dual bus arrangement to facilitate maintenance
 Main breaker for interconnection with Rocky Mountain Power
 Breakers to feed Generator, existing 12.47 kV, 4kV and 7kV loads
 Interconnection Protective Relaying
 Removal of two (2) 46 kV to 4 kV utility transformers
Guaranteed Annual Energy Savings: $3,292,059
Achieved Summarized Savings to Date: $23,411,548
Comments: The University of Utah is a 150 year old State run University located in the hills overlooking downtown Salt Lake. It
covers an area of 9.7 million square feet and 280 buildings. It has an enrollment of 26,000 students and is the second largest
employer in the state of Utah. In the late 1990s, the University of Utah was faced with aging facilities and equipment that
generated high utility bills yet did not meet the heating and cooling needs of the campus. Faced with millions of dollars in needed
improvements, and insufficient funds, the university searched for an answer.
Chevron ES was competitively selected to implement energy efficiency measures at selected buildings on the campus. The
original scope consisted of only 13 buildings. The main reason for doing a performance contract, per the university’s
requirements, was to see if enough savings could be generated to help fund all or part of a new central plant. The university
wanted the projects to be self funded and for there to be no risk from the university’s stand point. Chevron ES built a project that
would touch 81 buildings with upgrades and improvements and would be completed in four years.
Chevron ES immediately formed a team of experts who could help address the chilled water and high temp application needs.
The team -- from sales to engineering to our selected subcontractors -- meshed well with the personalities of the university. The
Chevron ES team then structured an approach, (presentation, engineering, procurement …everything) around the university’s
main objective. Chevron ES’s ability to bring together a very attractive financial package and to do what was promised was
critical to the project’s success.
The project consisted of 5 phases -- each building to generate savings to offset the costs of the central plant project. The $44
million project was one of the largest energy performance contracts ever undertaken by a university. Improvements, which were
completed in June 2002, ranged from equipment upgrades to the construction of a central chilled water/high-temperature water
plant. Nearly 68,000 light fixtures were upgraded or replaced. Eighty-two variable-frequency drives for HVAC systems and 95
energy-efficient motors were installed. Three new chillers and two new cooling towers were put in place. Four hundred fume
hoods received energy upgrades. More than 600 low-flow toilets replaced older fixtures that wasted water, and 1,441 low-flow
aerators were installed on sinks. Hundreds of radiator valves were also fixed. Water savings from the improvements totaled 11.6
million cubic feet in about two years.
The new chilled water/high-temperature water plant serves the cooling and heating needs of the eastern part of campus.
Chevron ES guaranteed excess savings to cover the plant’s construction costs. The multi-year energy project also received
funds from the Utah Energy Office to study the feasibility of the campus improvements and facilitate the procurement process.
Since energy savings reporting started in November 2000, the university has saved $23.4 million in energy costs – $5.3 million
more than projected. Energy and water usage on campus is expected to increase with new research and patient care facilities,
some in the planning stages and others already operating. The university is looking to Chevron ES to implement more energysaving improvements in the coming years to help meet this growing demand.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Antelope Valley College – Phase I
Project Identification:
Antelope Valley College
Lancaster, California
Design / Build
Project Size:
36 Building(s) – 464,920 sq ft
Project Value:
$13,986,604
Source of Funds:
Bank of America
Contract Term:
15 years
Technical Design Personnel: Ron LaCombe, Senior Project Manager
Jacqui Morris, Project Manager
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Project Dates
Started
Completed
February 2009
June 2009
September 2009 March 2011
April 2010
March 2025
Spot / computer room AC
New / replacement chillers
New / replacement cooling towers
Air-cooled condensers
Energy management systems
Controls / motion sensors
Lighting retrofit
Ballasts
Exit signs
Lamps
Parking lot / outdoor lighting
Reflectors
Commissioning
Equipment scheduling controls
Computer power management
Computer server upgrades
Reference:
Doug Jensen
Director, Facilities Planning& Campus Development
Antelope Valley College
3041 W. Avenue K
Lancaster, CA 93536
Tel 661.722.6526
Fax 661.722.6514
Email djensen@avc.edu
Guaranteed Annual Energy Savings: $480,080
Annual Non-Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
Year
Construction
1
$63,102
KWh
6,200,451
KW
CCF
262,164
KWh
KW
CCF
Water (gal)
Steam (lbs)
72,601,000
Annual Savings
Water (gal)
Steam (lbs)
Energy $
Non-Energy $
Total Dollars
$1,095,397
Energy $
Non-Energy $
Total Dollars*
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
conditions.); Stipulated.
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Antelope Valley College – Phase II
Project Identification:
Antelope Valley College
Lancaster, California
Design / Build
Project Size:
N/A Building(s) – N/A sq ft
Project Value:
$7,640,792
Source of Funds:
RBC Capital Markets
Contract Term:
20 years
Technical Design Personnel: Ron LaCombe, Senior Project Manager
Barry Kirschenbaum, Project Manager
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Project Dates
Started
Completed
April 2010
June 2010
June 2010
April 2011
May 2011
April 2031
Photovoltaics
Commissioning
Staff training
Under canopy parking shade structure
Electric automobile charging stations
Parking lot improvements
Reference:
Doug Jensen
Director, Facilities Planning& Campus Development
Antelope Valley College
3041 W. Avenue K
Lancaster, CA 93536
Tel 661.722.6526
Fax 661.722.6514
Email djensen@avc.edu
Guaranteed Annual Energy Savings: $9,542,072
Annual Non-Energy Savings:
Achieved Summarized Savings:
Initial
Baselines
Year
Construction
1
N/A
KWh
3,146,348
KW
CCF
Water (gal)
Steam (lbs)
Energy $
Non-Energy $
KWh
KW
CCF
Water (gal)
Annual Savings
Steam (lbs)
Total Dollars
$553,757
Energy $
Non-Energy $
Total Dollars*
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
compared to base conditions)
26
IPMVP, 2007, Option B (Continuous Measurement at system level, after retrofit
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Chabot / Las Positas Community College District
Project Identification:
Chabot / Las Positas Community College District
Hayward, California
Energy Performance Contract
49 Buildings - 662,057 sq. ft.
$1,933,607
Local Bank – 15 Year Guaranteed Energy
10 years
Doug Weiss, Senior Project Manager
Project completed on schedule
Project Dates
Started
Completed
September 1994
June 1995
October 1995
May 1996
May 1996
May 2011
Project Size:
Project Dollar Amount:
Source of Funds:
Contract Terms:
Technical Design Personnel:
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Install economizer controls
Install new fluorescent fixtures
Mercury vapor to metal halide
Install occupancy sensors
T8 lamps, electronic ballasts & spec reflectors
Install energy management system – DDC
Incandescent exit signs to LED exit signs
Retrofit incandescent to fluorescent
Install new HVAC rooftop units
T8 lamps & electronic ballasts
Variable speed drives
Guaranteed Savings:
$187,055
Annual Non-Energy Savings:
References:
Nick Pereira
Director of Maintenance & Operations
25555 Hesperian Boulevard
Hayward, CA 94545
Phone: 510.786.6648
Fax: 510.732.6854
$13,428
Achieved Summarized Savings:
Initial
Baselines
KWh
9,055,846
KW
CCF
491,190
Year
Construction
1
2
3
4
5
6
KWh
467,877
1,524,419
1,577,440
1,772,091
1,374,907
1,722,728
3,323,565
KW
CCF
25,404
56,902
20,403
8,150
7,403
-44,400
102,547
Water (gal)
Steam (lbs)
Energy $
Annual Savings
Water (gal)
Steam (lbs)
Non-Energy $
N/A
Total Dollars
$978,438
Energy $
Non-Energy $
N/A
$13,428
$13,428
$13,428
$13,428
$13,428
$13,428
Total Dollars*
$53,310
$170,163
$167,586
$185,421
$152,826
$172,302
$396,669
* Energy Savings + Non-Energy Savings = Total Dollars Saved
$156,735
$154,158
$171,993
$139,398
$158,874
$383,241
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Foothill / DeAnza Community College District
Project Identification:
Foothill / DeAnza Community College District
Los Altos Hills, California
Project Size:
2 Campuses - 1,150,245 sq ft
Project Value:
$7,394,205
Contract Terms:
10 Years – Guaranteed Savings
Technical Design Personnel:
Bill Brockenborough
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
February 1997
May 1997
February 1998 August 2000
August 2000
July 2002
List of Improvements:
Chillers
Insulation/weather proofing
Energy management systems
Economizers
Air handling units
Variable air volume
Packaged/roof-top AC systems
Lighting retrofit
Reflectors
Lamps
Ballasts
Exit signs
Pool systems
Cogeneration rehabilitation
Guaranteed Annual Energy Savings: $364,016
Achieved Summarized Savings:
Baselines
KWh
24,001,599
KW
5,045
CCF
854,145
Reference:
John Schulze
Director of Facilities, Operations and
Construction Management
Foothill/DeAnza Community College District
Los Altos Hills, CA 94022
Tel 650.949.6156
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
1
6,192,203
1,139
219,886
2
6,816,989
1,086
282,894
** Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Energy $
Non-Energy $
Total Dollars
N/A
Energy $
Non-Energy $
Total Dollars**
$470,423
$506,434
Measurement and Verification:
Comments:
Energy efficiency incentives were secured through California State “Standard Performance Contract (SPC).
The guarantee was terminated by the customer after 2 years because the ECMs were clearly performing above and beyond the
guarantee level.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
California State University, Fresno
Project Identification:
California State University, Fresno
Fresno, CA
Photovoltaic “Solar” Shade Parking Project
Project Size:
Approximately 5 acres, 10 arrays
Project Value:
$11,943,792
Source of Funds:
Power Purchase Agreement (PPA), combined with a $2,800,000 - SGIP Grant
Contract Terms:
20 year, Electrical Generation contract $0.16/kWh with a 2% escalation
Technical Design Personnel:
Ken Casey, Sr. Business Development Manager
Ram Ambatipudi, Sr. Business Development Manager
Tim Strobel, Senior Project Manager
Pam Aytar, Project Manager
Nita Patel, Cad IV Designer
Reference:
Art Ealba, Project Engineer IV
Dick Smith, Director of Utility Management
Project Schedule:
December 2007
California State University, Fresno
Project Dates
Project Phase
Started
Comprehensive Energy Analysis
January 2006
June 2006
July 2006
January 2008
December 2007
November 2026
Design/Implementation
Monitoring
Completed
2351 East Barstow Ave. M/S PO 88
Fresno, CA. 93740
Tel (559)278-4632
Fax (559)278-7698
Email dicks@csufresno.edu
List of Improvements:
Photovoltaic panels installed over 10 continuous steel arrays over 5 acres on the Fresno State University campus
Guaranteed Annual Energy Output:
Six year output guarantee with 1,372,500 kWh in Year 1 degrading by
1% per annum
Measurement and Verification: IPMVP, 2007, Option B (Continuous Measurement at system level, after retrofit compared to
base conditions).
Comments:
Power Purchase Agreement provider is MMA Renewable Ventures. Chevron ES also performed
parking lot improvements as part of the project, as well as supplied the University (2) two educational kiosks located
at the parking lot site, as well as (1) flat panel information site in the Physics building and (1) flat panel information
site in the Engineering building.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Mt. San Antonio Community College – Phase III
Project Identification:
Mt. San Antonio College Phase III
Walnut, CA
Design-Build, Non Guarantee
Project Size:
Numerous Campus Buildings and Underground Site Work
Project Value:
$4,000,000
Source of Funds:
IOU Rebate Program
Contract Terms:
Non-Guaranteed Design Build
Technical Design Personnel:
Sarah Smith, Project Manager / Construction Manager
Mitchell Meyer, Senior Engineer
Kendall Marks, Project Development
Doug Moore, Onsite Energy Resource Manager
Project Schedule:
Reference:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Project Dates
Started
Completed
N/A
N/A
October 2007
March 2008
N/A
N/A
Gary Nellesen
Director of Facilities Planning
and Management
Mt. San Antonio College
1100 North Grand Avenue
Walnut, CA 91789
Phone: 909.594.5611 Ext 4850
Fax: (909) 594-8060
Email: gnellesen@mtsac.edu
Pool Heating with Central Plant Cogeneration System
CHW Distribution Upgrade and Optimization
Split System Cooling Units in Server Rooms
Exterior Lighting Controls
CHW/HHW Underground piping for new Buildings
Expansion of DDC energy management system at building level
Comments:
This project is not a guaranteed energy saving project so a total for the kWh and dollars saved on
the project was not calculated.
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References
Valparaiso University
Project Identification:
Valparaiso University, Private Institution
Valparaiso, Indiana
Energy Performance Contract
Project Size:
16 Buildings - 955,058 sq. ft.
Project Value:
$1,988,091
Source of Funds:
Lutheran University Association
Contract Terms:
15-Year Guaranteed Energy Savings Project
Technical Design Personnel:
Jacqui Morris, Project Engineer
Mark Adams, Project Engineer
Rick Latimer, Construction Manager
Project Schedule:
Completed on time
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
List of Improvements:
Project Dates
Started
Completed
August 1999
April 2000
November 2000 December 2001
July 2002
June 2017
Reference:
Frederick Plant, Director
Physical Plant Services
Valparaiso, IN 46383–6493
Tel 219.464.5132
Fax 219.464.5381
Lighting retrofits
EMS - DDC
Water retrofits
Condenser water filter for Plate and frame heat exchanger
Water meter change outs
Reduce kitchen exhaust
Guaranteed Annual Energy Savings: $174,978 Energy Savings (Non-Energy savings is not guaranteed)
Annual Non-Energy Savings:
$32,442 plus $8,358 stipulated savings for a rate reduction on water meter
savings.
Achieved Summarized Savings:
Water (gal)
Steam (lbs)
2,930,993
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
Construction
1,684,800
4,024
-27,323
5,718,599
1
2,817,293
5,237
44,300
1,052,269
2
2,740,836
4,944
149,797
1,849,004
3
3,045,833
8,153
162,880
2,397,063
4
1,941,575
6,857
231,051
3,883,003
5
3,202,407
2,859
292,604
4,529,851
6
2,158,796
4,503
61,138
5,175,412
7
3,095,450
6,087
149,906
4,745,237
8
3,079,469
5,762
218,359
5,046,150
9
2,170,647
4,125
98,511
4,685,113
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
15,321,916
KW
33,002
Measurement and Verification:
utility bills.)
CCF
1,199,400
Energy $
Non-Energy $
Total Dollars
$1,311,268
Energy $
Non-Energy $
Total Dollars*
$119,232
$176,775
$208,896
$258,460
$235,491
$277,052
$185,450
$267,589
$291,255
$200,285
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typical with
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
State University of New York at Buffalo
Project Identification: Buffalo, New York
Energy Performance Contract
Project Size:
26 Buildings 2,386,707 sq ft
Project Value:
$11,885,251
Source of Funds:
Municipal Lease Purchase
Contract Terms:
15-Year Guaranteed Energy Savings Contract
Technical Design Personnel: Robert F. Kownurko, Regional Operations Director
Paul J. Grisafi, Sr. Project Manager
Carrie Dixon, Project Engineer
Thomas Goodall, Construction Manager
Project Schedule:
Project Phase
Project Dates
Started
Completed
Comprehensive Energy Analysis
November 2003
June 2005
Design/Implementation
December 2005
December 2007
January 2008
December 2008
Monitoring
List of Improvements:
Energy Efficient Lighting Conservation Upgrades
Install Occupancy Sensor/Controls
Install Occupancy Sensor
Optimize DDC System and Expand
Upgrade Controls
Night Setback Control
Fume Hood Controls
Replacement of Air Handling Equipment
Add Heat Recovery to Units
Convert Office Areas to VAV
Convert Lab Areas to VAV
Convert Multizone to VAV
Pool Cover
Dehumidifier for Natatorium
Use Heat Recovery loop for Condenser Water
Repair Heat Wheels
Expand Central Plant
Install New Chiller for Plant for three buildings
Replace/Install Cooling Tower
Variable CHW Pumping
Install Minimum OA Dampers
Lydell Cycle
Fix and Extend Run Around Loop
Variable HW Pumping
Zoning of Heating Systems
Improve Pumping Efficiency
Convert Preheat Coils to Hot Water
Rebuild Steam Convecters
Modify Dectron Unit
Convert EF to Variable Flow
32
Reference:
John Russo
Utility Manager
University at Buffalo
UB Green Office, 220 Winspear Ave.
Buffalo, NY 14215
Tel 716 829 2996
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Replace Steam Control Valves
Bypass Secondary CHW Pumps
Replace AC 6 w/CHW FCU
Replacement of Summer Gas Boiler
Once Thru Water Cooled Equipment
Photovoltaic
Guaranteed Annual Energy Savings: Year 1: $1,222,267
Annual Non-Energy Savings: Year 1 only: $146,692 -- NYSERDA Incentive
Achieved Summarized Savings:
Initial
Baselines
kWh
kW
43,548,318
CCF
2,593,851
Water (kgal)
Steam (klbs)
143,656
Energy $
Non-Energy $
$4,790,770
Total Dollars*
$4,790,770
ANNUAL SAVINGS
Year
kWh
1
10,843,682
kW
CCF
Water (kgal)
Steam (klbs)
Energy $
Non-Energy $
Total Dollars*
19,428
32,203
44,361
$1,222,267
$146,692
$1,368,959
2
10,843,682
19,428
32,203
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
44,361
$1,222,267
$1,222,267
Measurement and Verification: This Project does not include any monitoring of energy savings, other than that required by
NYSERDA to obtain associated NYSERDA incentives and the M&V UB Requirements as directed by the STATE AGENCY,
defined in the contract.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
El Paso Community College – Phase I
Project Identification:
El Paso Community College, El Paso, Texas
Energy Savings Performance Contract
Project Size:
38 Buildings – 1,666,636 sq ft
Project Value:
$3,072,275
Source of Funds:
Texas State Energy Conservation Office (LoanSTAR)
Contract Terms:
10-Year Guaranteed Savings
Technical Design Personnel:
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Neil Craig, Senior Project Manager
Eric Cox, Project Manager
Walter Shalek, Lead Project Engineer
Aaron Cox, Lead Project Engineer
Jerry Duru, Project Engineer
Project Dates
Started
Completed
December 2008
May 2009
August 2009
March 2010
May 2010
April 2020
List of Improvements:
Pumps & primary systems
Airflow control
Energy management systems
Windows
Lighting retrofit
Ballasts
Exit signs
Lamps
Parking lot / outdoor lighting
Reflectors
Variable speed drives
New / replacement motors
Vending machines
Guaranteed Annual Energy Savings: $365,945
Annual Non-Energy Savings:
N/A
Achieved Summarized Savings:
Initial
Baselines
KWh
25,553,177
KW
55,905
CCF
400,100
Water (gal)
Steam (lbs)
26,650,512
N/A
Annual Savings
Water (gal)
Steam (lbs)
Year
KWh
KW
CCF
Construction
1
2,133,355
4,482
*Energy Savings + Non-Energy Savings = Total Dollars Saved
Reference:
Richard Lobato
Director of Physical Plant
El Paso Community College
Physical Plant
919 Hunter, Bldg A
El Paso, TX 79925
Tel 915.831.2280
Fax 915.831.2551
Email rlobato@epcc.edu
Energy $
Non-Energy $
Total Dollars
$85,471
Energy $
Non-Energy $
Total Dollars*
$177,960
$177,960
Measurement and Verification:
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base conditions.);
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.); Stipulated.
34
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
K-12
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Dinuba Unified School District
Project Identification:
Dinuba Unified School District, Dinuba, CA
Performance Contract with Guarantee
Project Size:
2 High Schools, 2 Middle Schools and
5 Elementary Schools – 550,000 sqft.
Project Value:
$13,100,000
Source of Funds: Loan, Local Bond, Debt Refinance,
Utility Rebates, Energy Savings, Operational Savings, Critical Hardship Funding
Contract Terms:
15 Year w/ Guaranteed Savings
Technical Design Personnel:
Rebecca Wetzstein, PE – Project Engineer III
Dan Waldo, PE – Project Manager
Jonathan Brown, PE – Project Engineer III
Pat Foley – Senior Construction Manager
Mark Hall – Construction Manager
Project Schedule: Ahead of Schedule
Reference:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
November 2004
May 2005
June 2005
August 2006
October 2005
January 2006
Jerry Sessions
Superintendent
Mark Garza
Director of Facilities and Maintenance
559-595-7280
Dinuba Unified School District
1327 East El Monte Way
Dinuba, CA 93618
List of Improvements:
Lighting Retrofit District-wide
New Gymnasium and Exterior Lighting
Photocells and Occupancy Sensors
Packaged Unit Replacement
Wall-mounted Heat Pump replacement
Hydronic to Direct Expansion Redesign and Retrofit and Associated Electrical Upgrade
Hydronic 2pipe to Hydronic 4pipe Redesign and Replacement of Water and Air Systems
Direct Digital Control Energy Management System
District-wide High Priority Roofs and High School Medium Priority Roofs
Energy Education
Extended Warrantees
Maintenance Contract and Training
Guaranteed Annual Energy Savings: Year 1: $195,370 with 3% Escalation per year
Annual Non-Energy Savings:
Year 1: $50,000 with 3% Escalation per year
Projected Savings:
Energy $
47,060
$790,422
Annual Savings
Year
KWh
CCF
Energy $
1
1,283,101
77
$195,370
2
1,283,101
77
$201,231
3
1,283,101
77
$207,268
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
4,075,828
CCF
Non-Energy $
75,000 +
Total Dollars
$865,422
Non-Energy $
$50,000
$51,500
$53,045
Total Dollars*
$245,370
$252,731
$260,313
Measurement and Verification:
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base
conditions). Lighting will be directly measured- before and after measurement and all other ECMs savings will be stipulated.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Comments:
Dinuba Unified School District has implemented an energy equipment upgrade program that is projected to
save the District over $195,000 in annual energy costs. In addition to energy savings, the program will enhance the learning
environment for teachers, students, and staff by improving the indoor air quality and optimizing light levels. This comprehensive
energy equipment upgrade program will standardize equipment to reduce maintenance cost while also providing teachers with
greater control over their classroom environment. Through this program, Dinuba USD has also demonstrated that a small District
with limited resources can be good stewards of our environment by reducing greenhouse gas emissions and improving the
central valley’s air quality.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Orange Unified School District - Phase III
Project Identification:
Orange Unified School District
Orange, California
Performance Contract
104 Building(s) – 840,000 sq ft
$13,687,036
Project Size:
Project Value:
Source of Funds: Sun Trust
Contract Terms:
20 years
Technical Design Personnel:
Jerry Hanson, Senior Project Manager
Curtis Campbell, Project Manager
Tim Sakatani, Project Engineer
Duane Crymes, Regional Construction Manager
Christian Haymes, Construction Manager
Project Schedule:
Project Phase
Comprehensive Design-Build Contract Development
Design/Implementation
Monitoring
List of Improvements:
Air-source heat pumps
Evaporative coolers
Furnaces / heaters
Air-cooled condensers
Economizers (air side)
Air handling units
Ducts / fittings
Heat exchangers
Piping / steam distribution
Pumps & primary systems
Variable air volume
Airflow control
Dampers / blowers
Exhaust / fans
Energy management systems
Thermostats
Controls / motion sensors
Lighting retrofit
Ballasts
Exit signs
Lamps
Parking lot / outdoor lighting
Reflectors
Variable speed drives
Motor resizing
New / replacement motors
Pool systems
Commissioning
38
Project Dates
Started
Completed
February 2007
April 2009
October 2007
August 2009
September 2009 August 2010
Reference:
Mike Christensen,
Asst. Superintendent Administrative Services
Tel 714. 628.4500
Fax 714.997.6180
Email mchristensen@orangeusd.k12.ca.us
Or
Kevin Emenaker
Director, Facilities and Planning
Tel 714.628.4500
Fax 714.997.6180
Email facilitiesandplanning@orangeusd.k12.ca.us
Orange Unified School District
1401 North Handy Street
Orange, Ca. 92867
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Equipment scheduling controls
Peak shaving
Staff training
Alarm systems
Asbestos abatement
Roof replacement / repair
Water treatment
Wiring
Guaranteed Annual Energy Savings: $324,292
Annual Non-Energy Savings: N/A
Achieved Summarized Savings:
KWh
KW
Therms
Water (gal)
Steam (lbs)
Initial
Baselines
11,145,526
335,449
Annual Savings
Year
KWh
KW
Therms
Water (gal)
Steam (lbs)
Construction
1,578,442
94,531
1
1,439,745
94,628
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
Stipulated
Energy $
Non-Energy $
Total Dollars
$1,821,691.00
Energy $
Non-Energy $
Total Dollars*
$364,575
$324,292
IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base conditions.);
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Joliet School District #86 – Phases I & II
Project Identification:
Joliet School District #86, Joliet, IL
Performance Contract
Project Size:
2 Building(s) – 800,450 sq ft
Project Value:
Phase I: $15,161,691 / Phase II: $338,481
Technical Design Personnel:
Lyle Weseloh, Project Manager
Gina Bird, Construction Manager
Tim Smith, Construction Manager
Mike Pratt, Commissioning Tech III
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
Phase I: N/A
Phase I: N/A
Phase II: N/A
Phase II: N/A
Phase I: May 2006
Phase I: December 2008
Phase II: August 2009
Phase II: August 2010
Phase I: January 2009 Phase I: December 2028
Phase I: N/A
Phase II: N/A
Reference:
Darryl Duncan
Manager of Building Support Services
Joliet School District #86
420 N. Raynor Avenue
Joliet, IL 60435
Tel 815.740.3196
Fax 815.774.5867
Email dduncan@joliet86.org
List of Improvements:
Phase I
Phase II
New / replacement boilers
Energy management systems
Boiler modifications
Thermostats
New / replacement chillers
Doors
Air-cooled condensers
Windows
Air handling units
Diesel engines
Ducts / fittings
Alarm systems
Piping / steam distribution
Asbestos abatement
Pumps & primary systems
Ceilings
Airflow control
Roof replacement / repair
Dampers / blowers
Wiring
Exhaust / fans
Energy management systems
Thermostats
Doors
Windows
Diesel engines
Alarm systems
Asbestos abatement
Ceilings
Roof replacement / repair
Wiring
Guaranteed Annual Energy Savings: Phase I: $10,368 / Phase I: $5,000
Annual Non-Energy Savings:
Phase I: $833,784 / Phase II: $65,000
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Phase II Achieved Summarized Savings:
Initial
Baselines
KWh
KW
CCF
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
1
46,450
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
Energy $
Non-Energy $
Total Dollars
$5,000
Energy $
Non-Energy $
Total Dollars*
$5,000
Phases I & II were both stipulated.
Comments:
Phase II was a district-wide project to upgrade control systems and to do the seasonal start-up /
maintenance at the heating / cooling plant.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
North Chicago School District #187
Project Identification:
North Chicago School District #187
North Chicago, Illinois
Design / Build
Project Size:
7 Building(s) – 483,193 sq ft
Project Value:
$4,990,702
Source of Funds: William Blair & Company – Debt Certificate and Bond
Transaction
Contract Terms:
20 Years
Technical Design Personnel:
Bill Bellair, Senior Project Manager
Lyle Weseloh, Project Manager
John Moraris, Lead Project Engineer
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
N/A
N/A
June 2007
April 2009
N/A
N/A
Reference:
Patricia Siegel
Business Manager
Tel 224.234.9793
Email pat@patriciasiegel.com
Bob May
Director of Buildings and Grounds
Tel 847.689.8150
Email bmay@gcaservices.com
North Chicago School District #187
2000 Lewis Avenue
North Chicago, IL 60064
List of Improvements:
New / replacement boilers
Air-cooled condensers
Economizers (air side)
Lighting retrofit
Window replacements
Roof top unit replacements
Tuck pointing
Asbestos abatement
Guaranteed Annual Energy Savings: Year 1: $49,900 (Energy Savings are escalated at 3% annually)
Annual Non-Energy Savings:
Year 1: $392,868 (O&M Savings are escalated at 3% annually, while the Long Term
Operational Savings are fixed)
Achieved Summarized Savings:
Water (gal)
Steam (lbs)
N/A
N/A
Annual Savings
Year
KWh
KW
Therms
Water (gal)
Steam (lbs)
Construction
N/A
N/A
N/A
N/A
N/A
1
22,329
n/a
44,554
n/a
n/a
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
N/A
KW
N/A
Measurement and Verification:
42
Therms
N/A
Energy $
N/A
Non-Energy $
N/A
Total Dollars
N/A
Energy $
N/A
$49,900
Non-Energy $
N/A
$392,868
Total Dollars*
N/A
$442,768
Stipulated – No on-going M&V.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Harrison County School District
Project Identification:
Harrison County School District, Gulfport, MS
Energy Performance Contract
Project Size:
21 Buildings - 1,575,790 sq ft
Project Value:
$6,771,706
Source of Funds: Hancock Bank (Privately placed bonds, i.e.
Certificates of Participation)
Contract Terms:
15-Years
Technical Design Personnel:
Ed Meinking, Senior Project Manager
Dwight Neibling, Project Engineer
Project Schedule: Project completed on schedule.
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
November 2002 February 2003
May 2003
March 2004
April 2004
March 2019
Reference:
List of Improvements:
Henry Arledge
Install Automatic Vestibule Doors
Harrison County School District
Double Pane Windows
11072 Highway 49
Install New Exterior Insulated Window Panels
Gulfport, MS 39503
Replace Water Cycle Heat Pump Unit Ventilators
Tel 228.539.6503
Replace Aging Mechanical Equipment
Fax 228.539.6507
Replace Kitchen Exhaust
Email harledge@harrison.k12.ms.us
Install New EMS or Upgrade Existing EMS
or
Programmable Thermostats
Kenny Abshire
Retrofit Electronic Ballasts, T8 Lamps, & Specular Reflectors
Tel 228.832.4107
Incandescent to New T8 Fluorescent or Screw-In Fluorescent
Fax 228.831.2450
New LED Exit Fixtures
Email kabshire@harrison.k12.ms.us
UtilityVision®
Faucet Aerators or Replace Faucets
Low Flow Toilet Retrofits
Low Flow Urinals
Guaranteed Annual Energy Savings: Year 1 - $391,832 and $7,131,077 (over 15 years)
Annual Non-Energy Savings:
Year 1 - $38,910 and $567,111 (over 15 years)
Achieved Summarized Savings:
Propane
Water (gal)
(gal)
13,379,318
194,654
15,207
Annual Savings
Propane
Year
KWh
KW
CCF
Water (gal)
(gal)
Construction
201,309
5,552
5,338
1
3,692,349
73,549
1,817
2
3,816,958
54,333
6,097
3
3,284,797
47,616
2,920
4
3,589,467
59,365
2,572
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
KW
CCF
Steam
(lbs)
Energy $
Steam
(lbs)
Energy $
Non-Energy $
Total Dollars*
$29,804
$313,395
$408,607
$332,743
$368,144
$33,647
$84,865
$86,755
$88,276
$89,887
$63,451
$398,260
$495,362
$421,019
$458,031
Non-Energy $
Total Dollars
$1,144,748
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Measurement and Verification:
Savings Calculation Method: IPMVP, 2007, Option C (Entire facility level utility bill
comparison before and after retrofit.)
Comments:
The Harrison County School District decided to discontinue the on-going monitoring of the energy savings
performance contract after year 4 due to the overwhelming success of the program.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Waterloo Local School District
Project Identification:
Waterloo Local School District, Atwater, Ohio
Performance Contract
Project Size:
2 Buildings – 234,067 sq ft
Project Value:
$1,319,919
Source of Funds: OASBO Fund Pool
Contract Terms:
15 years
Technical Design Personnel:
George Locher, Sr. Project Development Manager
Ken Hedges, Project Manager
Gary Gowin, Construction Manager
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
March 2009
May 2009
August 2009 December 2009
January 2010 December 2013
List of Improvements:
New / replacement boilers & Boiler modifications
Piping / steam distribution
Variable air volume
Insulation / weather proofing
Controls / motion sensors
Lighting retrofit
Lamps & Ballasts
Exit signs
Parking lot / outdoor lighting control
Reflectors
Stadium lighting replacement
Vending machines
Commissioning
Equipment scheduling controls
Roof replacement / repair
Guaranteed Annual Energy Savings: $114,498
Annual Non-Energy Savings:
$25,469
Achieved Summarized Savings:
Initial
Baselines
KWh
2,400,547
KW
CCF
84,130
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
Construction
1
733,128
2,569
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
Stipulated.
Reference:
Robert Wolf
Superintendent
Waterloo Local School District
1464 Industry Road
Atwater, OH 44201
Tel 330.947.2663
Fax 330.947.2847
Email rwolf@viking.portage.k12.oh.us
Energy $
Non-Energy $
Total Dollars
$365,608
Energy $
Non-Energy $
Total Dollars*
$115.016
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.);
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Central Dauphin School District
Project Identification:
Central Dauphin School District
Harrisburg, Pennsylvania
Energy Performance Contract
Project Size:
4 Buildings 540,000 sq. ft.
Project Value:
$25,269,504
Source of Funds: Internally Funded
Contract Terms: 15-Year Guaranteed Energy Savings Contract
Technical Design Personnel:
Robert Kownurko, Regional Operations Director
Paul Grisafi, Sr. Project Manager
Philip DiPaola, Construction/Project Manager
Richard Bender, Construction Manager
Project Schedule:
Project Dates
Project Phase
Started
Completed
Comprehensive Energy Analysis
October 2005
November 2005
Design/Implementation
July 2006
August 2007
Monitoring
September 2007
August 2008
List of Improvements:
Lighting Retrofits
Mechanical Retrofits
Emergency Generator
Water Conservation
Reference:
Gil Tunney
Director of Buildings and Grounds
Central Dauphin School District
600 Rutherford Road
Harrisburg, PA 17109
Tel 717.319 8443
Fax 717 214 5283
Guaranteed Annual Energy Savings: $275,451
Annual Non-Energy Savings:
$84,272 – Stipulated
Achieved Summarized Savings:
Initial
Baselines
kWh
kW
9,015,608
CCF
29,885
Water (gal)
27,443
Fuel Oil Gals.
5,493,000
10,433
Energy $
$1,205,333
Non-Energy $
N/A
Total Dollars*
$1,205,333
ANNUAL SAVINGS
Year
kWh
Construction
1
kW
CCF
Water (gal)
Fuel Oil Gals.
Energy $
Non-Energy $
Total Dollars*
0
N/A
0
0
N/A
$0
$8,472
$8,472
1,387,007
N/A
33,260
3,360,000
N/A
$276,431
$84,272
$360,703
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification: Savings Calculation Method: IPMVP, 2007, Option A, FEMP Method LE-A-01.
Comments: Services included: engineering analysis and design, construction management, commissioning, operator training,
monitoring and verification of savings guarantee.
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References
Southern Lehigh School District
Project Identification:
Southern Lehigh School District, Center Valley, PA
Performance Contract
Project Size:
7 Buildings – 483,625 sq ft
Project Value:
$3,518,271
Source of Funds:
Self Funded
Contract Terms:
15 years guaranteed savings
Technical Design Personnel:
Paul Grisafi, Senior Project Manager
Bob Tobin, Project Manager
Henry Schrof, Project Engineer
Project Schedule:
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Project Dates
Started
Completed
May 2004
May 2005
December 2005 June 2007
June 2007
May 2022
Reference:
Todd Bergey
Asst. Support Services Director
Southern Lehigh School District
5775 Main Street
Center Valley, PA 18034
Tel 610.282.1030
Fax 610.239.7263
Email bergeyt@slsd.org
List of Improvements:
Double paned windows
Replace exterior doors with insulated steel doors
Replace old heat pumps with RTU or heat pumps
New air cooled chiller
Add DX cooling to existing air handler
Upgrade/repair existing HVAC controls
Recommissioning of the building automation system
CO2 sensors for outside air
Install new EMS
Expand EMS
Occupancy sensors
Install new boiler controls
Install new central boilers
New compact fluorescent fixtures
Electronic ballasts and T8 lamps
Retrofit exit fixtures
Replace exterior incandescent
New fluorescent fixtures with electronic ballasts & T8 lamps or compact fluorescent lamps
New LED exit fixtures
UtilityVision
Install VFDs on pump motors
VSD on heating pump
Vending machine controllers
Install pipe insulation
Guaranteed Annual Energy Savings:
Year 1: $152,470
Annual Non-Energy Savings:
$310,092
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
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Chevron Energy Solutions – December 18, 2012
Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Achieved Summarized Savings:
Initial
Baselines
KWh
6,663,585
KW
24,336
CCF
209,509
Water (gal)
Steam (lbs)
Annual Savings
Year
KWh
KW
CCF
Water (gal)
Steam (lbs)
Construction
567,326
-365
26,443
1
469,277
562
14,993
2
380,697
2,496
1,266
3
848,132
2,067
42,816
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Energy $
$794,718
Non-Energy $
Total Dollars
$794,718
Energy $
$74,542
$58,484
$48,621
$124,997
Non-Energy $
$7,519
$19,175
$18,985
$19,175
Total Dollars*
$82,061
$77,659
$67,606
$144,172
Measurement and Verification: IPMVP, 2007, Option A (Short term/periodic measurement after retrofit compared to base
conditions.) for the lighting savings at Hopewell Elementary, Lower Milford Elementary, Administration, and
Maintenance Garage. IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/ utility bills.) for the
High School, Liberty Bell, and the Middle School. Stipulated savings was also used for Hopewell Elementary, Lower
Milford Elementary, Administration, and Maintenance Garage.
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Region 4 Education Service Center – Request For Proposal Solicitation #12-54
References
Williamson County School District
Project Identification:
Williamson County School District, Franklin, Tennessee
Energy Performance Contract
Project Size:
27 Buildings - 2,590,301 sq. ft.
Project Value:
$5,668,038
Source of Funds:
10-Year Municipal Lease
Contract Terms:
9 years
Technical Design Personnel:
Ed Meinking, Project Manager
Project Schedule: Project completed on schedule.
Project Dates
Started
Completed
May 1999
November 1999
January 2000
August 2000
August 2000
July 2010
July 2010
Ongoing
Project Phase
Comprehensive Energy Analysis
Design/Implementation
Monitoring
Ongoing Energy Resource Manager Services
List of Improvements:
Boiler tune-up
Install economizer controls
Modify/install/upgrade energy management system
Complete lighting retrofit (including exit light retrofits)
Install new cooling tower
Install new boilers
Installed low flow shower heads
Domestic water conservation measures
Install auto fill/drain system
Install new HVAC rooftop units
Energy Resource Manager
Guaranteed Annual Energy Savings: $876,981
Annual Non-Energy Savings:
N/A
Achieved Summarized Savings:
Initial
Baselines
KWh
42,721,130
KW
CCF
656,200
Year
Construction
1
2
3
4
5
6
7
8
9
KWh
7,634,161
11,015,926
11,715,349
11,745,353
11,551,312
11,118,502
11,445,277
10,734,540
12,085,752
3,235,419
KW
CCF
-26,060
42,167
38,942
68,618
87,639
74,868
77,710
83,809
58,445
2,507
Water (gal)
Steam (lbs)
62,905,476
Annual Savings
Water (gal)
Steam (lbs)
11,733,028
15,469,325
16,447,221
20,365,670
21,252,821
18,477,737
15,394,618
15,874,891
19,825,360
2,176,029
Reference:
Mark Samuels
Director of Maintenance
Williamson Co. Schools
1761 West Main Street
Franklin, TN 37064
Tel 615.472.4974
Fax 615.794.7482
Email marks@wcs.edu
Energy $
Non-Energy $
N/A
Total Dollars
$3,267,742
Energy $
Non-Energy $
Total Dollars*
$501,587
$780,313
$853,639
$919,617
$940,839
$900,822
$927,062
$919,612
$1,032,601
$238,864
* Energy Savings + Non-Energy Savings = Total Annual Dollars Saved
Measurement and Verification:
utility bills.)
IPMVP, 2007, Option C (Entire facility level compared before and after retrofit. Typ. w/
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References
Comments: The performance contract approach has worked well in Williamson County Schools. By entering into a performance
contract with Chevron ES the Williamson County School Board created energy awareness in the school community and became
better stewards of the environment. In addition to the direct benefit to the facilities, perhaps the most beneficial part was the
greater understanding of where the utility budget is used and how to significantly impact the bottom line by simply taking control
of your usage. From fiscal year 2000 through fiscal year 2009 Williamson County Schools realized over $13 million in utility cost
avoidance.
The district also benefited from an onsite Energy Resource Manager (ERM) whose salary was paid for by the energy savings
generated by the project.
The ERM began focusing on student involvement and worked with state organizations to correlate science standards to
curriculum being developed for the District. Our ERM is heavily involved with Environmental and Energy Education. The ERM
worked as a team teacher at the high school level with Environmental Science and Service Learning classes. The ERM’s
expertise has helped win awards for the Williamson County School district. With the help of Chevron ES, Williamson County
Schools became the first District to be a Green School Performer. The District’s ERM also worked with the Tennessee Pollution
Prevention Partnership, the Tennessee Energy Education Network, EPA Tools for Schools and worked to get one of the District’s
schools certified as the first District in Tennessee to achieve the Energy Star Certification.
Other ERM duties have included preparing and giving presentations regarding conservation strategies in schools for the National
School Board Association, USGBS, Tennessee School Board Association, Tennessee School Plant Managers Association,
Kentucky School Plant Managers Association and numerous state organizations.
The ERM also worked to secure numerous grants to fund conservation activities in the schools and worked with Clean Energy
Technology Education to have a four panel photovoltaic system installed for educational purposes and trained teachers on the
use of a federally funded solar curriculum.
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References
Housing Authorities
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Tuscaloosa Housing Authority
Project Identification:
Tuscaloosa Housing Authority
Tuscaloosa, AL
Performance Contract
Project Size:
319 Buildings - 1,125,325 sq ft
7 Developments - 1,206 Apartments
Project Value:
$4,241,066
Source of Funds:
Lending Institution and Comp Grants
Contract Terms:
15 years
Technical Design Personnel:
Bill Davis, Project Manager
Project Schedule: Completed on time
Project Dates
Project Phase
Started
Completed
Comprehensive Energy Analysis
August 1998
May 1999
Design/Implementation
January 2000
December 2000
Monitoring
January 2001
January 2016
References:
List of Improvements:
Jeff Sullivan
Install new energy efficient refrigerators
Director of Capital Improvements
New gas ranges
Tuscaloosa Housing Authority
New gas furnaces
2808 10th Avenue
New central air conditioning
Tuscaloosa, AL 35403
New efficient chiller
Tel 205.758.6619 x131
Fax 205.758.5099
New efficient motors
Email jsullivan@tuscaloosahousing.org
New apartment valves/thermostats
Energy management system
Electronic timeclocks
New pressure assist toilets
New massage showerheads
New efficient aerators
New kitchen/bath cutoffs
Various other water management work
Guaranteed Annual Energy Savings: $185,759 (includes stipulated utility allowance savings)
Annual Non-Energy Savings:
$68,664 (Stipulated-Utility Allowance)
Achieved Summarized Savings:
Initial
Baselines
Year
Construction
1
2
3
4
5
6
52
KWh
1,585,629
CCF
43,115
KWh
216,223
361,329
292,734
345,512
343,503
356,037
299,261
CCF
6,396
9,395
8,013
4,438
6,438
4,434
3,406
Water (gal)
Energy $
130,502,812
$381,228
Annual Savings
Water (gal)
Energy $
44,858,308
$115,922
65,524,052
$170,006
65,272,160
$234,440
64,929,980
$243,473
66,518,144
$265,759
67,042,492
$290,721
54,650,288
$267,270
Non-Energy $
$1,070,640
UA Stipulated $
$0
$68,664
$68,664
$68,664
$68,664
$68,664
$68,664
Total Dollars
$1,451,868
Total Dollars*
$115,922
$238,670
$303,104
$312,137
$334,423
$359,385
$335,934
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Water (gal)
Energy $
130,502,812
$381,228
Annual Savings
Year
KWh
CCF
Water (gal)
Energy $
7
210,150
5,617
57,824,888
$296,261
8
296,401
8,269
67,507,000
$407,372
9
320,093
7,431
64,263,672
$412,022
10
266,153
7,578
58,789,060
$351,044
* Energy Savings + Stipulated Savings = Total Annual Dollars Saved
Initial
Baselines
KWh
1,585,629
Measurement and Verification:
CCF
43,115
Non-Energy $
$1,070,640
Total Dollars
$1,451,868
UA Stipulated $
$68,664
$68,664
$68,664
$68,664
Total Dollars*
$364,925
$476,036
$480,686
$419,708
Option C for main meters and Stipulated savings for tenant billed meters.
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References
Case Studies
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Appendix G:
VALUE ADD
Please include any additional products and/or services not included in the scope of the solicitation
that you think will enhance and/or add value to this contract for participating agencies.
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Appendix G – Value Add
Value Add
There are a number of Value Adds that member organizations will realize when working with a premier
energy services company such as Chevron Energy Solutions. Below we write about a few of the more
notable value add items.
Energy Star Experience
EPA Energy Star is a dynamic government/industry partnership that makes it easy for businesses and
consumers to save money and protect the environment. Chevron ES completed all required
documentation to be considered an ally for the Energy Star Building Program. Chevron ES is a partner
and promotes energy efficiencies with all their customers, which is the goal of the Energy Star program.
In 1999, a Chevron ES legacy company, Viron, was nominated and received an honorable mention as the
Energy Star Ally of the Year. Chevron ES has been successful in the following Energy Star Buildings and
Green Lights Partnerships:
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•
•
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Hope Public Schools, Arkansas
Walnut Valley Unified School District, California
Temple City Unified School District, California
Patuxent Institution, Maryland
Stuttgart Public Schools, Arkansas
Pima County Community College
University of Utah
Marion School District, Arkansas
Showcase – Community Towers, San Jose, California
Commonwealth of Pennsylvania
State of Montana
St. Louis Public Schools, Missouri
US Army Fort Meyer Military Community
Veterans Affairs Medical Center, Washington D.C.
Ann Arbor City Hall, Michigan
Williamson County Schools
Arapahoe County Colorado
At the Mapleton School District in Adams County, CO, the Instructional Service Center qualified for an
Energy Star Label. New lighting and room by room controls cut energy use and provided preschool
classrooms and offices with individual room control and better lighting.
Chevron ES worked with the Williamson County School District in Tennessee to make a number of their
buildings more energy efficient. In recognition of the District’s efforts, Fairview Elementary was
recognized and certified by the Energy Star program. This elementary school is the first Energy Star
Certified School in the state of Tennessee.
Chevron ES customer Arapahoe County Colorado was awarded the Energy Star designation at five of its
largest buildings by the Environmental Protection Agency. The Energy Star designation is the mark of
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Appendix G – Value Add
superior energy performance, identifying Arapahoe County’s buildings as some of the most efficient
buildings in the nation.
Currently Chevron ES is managing over 60 buildings in Portfolio Manager for 17 customers. The
Chevron ES project team is capable of engaging the Energy Star program via the web-based Portfolio
Manager and benchmarking a customer’s facilities and ultimately applying for an Energy Star label.
LEED Experience
The U.S. Green Building Council is the nation's foremost
coalition of leaders from across the building industry working to
promote buildings that are environmentally responsible,
profitable and healthy places to live and work. Council
membership has grown to almost 15,000 organizations. The
strength and diversity of the USGBC significantly enhances the resources available and the effectiveness
of member efforts to improve the quality of our buildings. No other organization represents the entire
green building industry with the breadth of stakeholders found in the USGBC. Chevron ES is a member
in good standing and is participating in the Leadership in Energy and Environmental Design (LEEDtm) for
existing buildings initiative as well as efforts in the new construction class. We currently have 26 LEED
certified personnel and other operations personnel in various stages of the certification training. In the
past, Chevron ES has even hosted training workshops that were attended by employees and invited
customers.
Chevron ES has the ability to provide green building consulting and design services for public and
commercial buildings.
The idea of leveraging energy savings to help pay for construction of new buildings is catching on across
the nation. With this in mind, Chevron ES has many of our project engineers who are LEED certified, and
we as a company are looking into opportunities to do new construction through an energy efficient
design-build approach. With the number of LEED certified professionals on staff, Chevron ES has the
expertise and capability of providing expert design and analyses of sustainable opportunities.
Chevron ES has received LEED certification for five
buildings at the Colorado Capitol Complex which includes
the Colorado Capitol Building and the Governor’s
Residence. The Capitol, which became the first LEEDcertified state capitol in the U.S. The following Colorado
State buildings were a part of a much larger energy savings
performance contract that Chevron ES implemented at the
capitol complex.
In addition to the impressive work done for the State of Colorado Chevron ES has also assisted the
following customers in designing for and achieving LEED certifications:
2
•
City of Brea, CA – Assisted the City in receiving Gold LEED Certification for its Beckman Coulter
Community Center.
•
Fort Detrick, Frederick, MD – Incorporated LEED performance standards into the design and
construction of a central utility plant (CUP) to meet the “green building” standards mandated by
the National Interagency Biodefense Campus (NIBC) master plan for all facilities located on the
campus. The CUP was instrumental in Fort Detrick’s ability to obtain LEED Silver certification for
existing tenant facilities as well as those currently under construction on the campus.
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GSA Facility, Woodlawn, MD – Currently assisting GSA in preparing for initial building certification
under LEED EB 2.0. Our project includes a new roofing system and an electrical system upgrade
to improve existing building energy usage through the installation of a 1.1 MW PV system. It also
upgrades landscaping elements of the GSA CMS Woodlawn campus employing recycled pavers.
While this project by itself will not provide sufficient points to achieve LEED certification, GSA
hopes that combining it with ongoing HVAC upgrades and changes to operations and
maintenance programs and procedures will allow the facility to achieve LEED EB Certified or
Silver ranking.
•
Marine Corps Logistics Base, Albany, GA – Prepared a LEED submittal for this landfill gas-toenergy project. The requirement was that the facility be capable of receiving a Silver
Certification, with a package prepared and ready for submission, should the Government decide
to do so.
Chevron ES is not an anomaly within Chevron’s family of companies. Chevron Corporation has
embraced the tenets of the LEED program and has integrated them into their design and build
philosophy.
"When you look into LEED, it's very well aligned with Operational
Excellence (OE)," said Chevron Project Manager Ken Finley, who
oversaw design and construction of the Chevron Corporation
Northpark office, which houses Upstream's Gulf of Mexico business
unit. "It's about energy efficiency and sustainability, so it fits right in
with a lot of the aspects of OE where we talk about trying to operate
reliably and be good stewards of the environment."
Northpark, which opened in May of 2008, is Chevron’s first LEEDcertified building and the first gold-certified LEED building in the state
of Louisiana. It features a state-of-the-art underfloor air distribution
system that provides better air circulation, specially-treated glass that
allows lots of natural light into the building while keeping heat out –
plus a touch-screen computer in the lobby where employees and
visitors can see, in real time, how much energy various workspaces
within the building are consuming.
"Northpark is expected to consume 22 percent less energy than other
buildings of its size, making it a model of energy efficiency and
conservation," Finley said. "Some of the building's design elements
include exterior sunshades on the south and west building elevations,
reflective roofing, recycled products in construction materials and
optimal natural light usage."
Other LEED projects under development include a new International Heavy Oil Center in Bakersfield,
California, and a new Business Resumption Center in Lathrop, California. Future new Chevron
construction will be done with achieving LEED certification as part of the plan.
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Appendix G – Value Add
Communication Value Add
Communications Outreach
In addition to the technical and project development
expertise that Chevron brings to each and every project, our
customers also given access to our communications
resources. The marketing communications team is
composed of twelve members with complementary skill sets
that help Chevron market its services and develop
communication strategies on behalf of our clients. In the
past, the communications team has assisted customers in
developing a wide variety of communication tools including
case studies, brochures, web pages, presentations,
multimedia and informational displays and speeches. The
team has also assisted with groundbreakings, dedication
events, check presentations, media interviews, press releases, press conferences and project tours. On
a limited basis, Chevron has used public relations and community relations firms to help support projects.
It is important to communicate the benefits of successful energy efficiency and renewable power projects
on behalf of our customers. These communications help communities and other stakeholders understand
the work that is being done at the customer’s facility and how it will affect them. The Chevron team
supports the customer by publicizing the positive benefits of comprehensive energy efficiency and
renewable power projects, which helps to generate goodwill from stakeholders.
The following pages contain a few examples of ribbon cutting, ground breaking and other forms of project
announcements that Chevron has helped to organize and execute.
Milpitas Unified School District (CA) Groundbreaking June 25, 2008
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Milpitas Unified School District (CA) Dedication
San Jose Unified School District (CA) Dedication
Alameda County Fuel Cell Dedication at Santa Rita Jail in California.
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Contra Costa Community College District (CA) Dedication
Colorado Northwester Community College (CO) Ribbon Cutting November 12, 2009
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Appendix G – Value Add
Chevron’s Envision Program
Chevron ES Envision incorporates student involvement with the Energy Performance Contracting
Services Project regarding behavior modification, auditing or performance assurance and the possibility
of tying energy conservation efforts into the creation of a living case study for the students and staff.
Student Campus Sustainability Program
Chevron ES is pleased to present the Envision Program. This unique program provides a complete
education package that supports and enhances the customer campus. Results of this program include
increased energy savings, decreased maintenance costs, student experience, and an increased sense of
community built around a conservation ethic. Envision reflects the Chevron ES Education Team’s
commitment to a holistic approach, which emphasizes the human element of the campus. By taking this
approach, we account for the many ways in which buildings and their inhabitants interact with and affect
one another.
Overview
The human component of any project is crucial to the project’s success. The long-term effectiveness of
any environmental program will be affected by how involved the students and administration become in
the new environmental culture. It is necessary to understand how they use energy, how they affect the
environment of their campus and what the special needs of the population are. This information is
important in customizing the appropriate environmental program for the campus.
The Envision program involves utilizing a campus administrator trained to work on school environmental
audits, auditing bills, finding new strategies to move the program forward, engaging students to assist
with work, gather data for the comprehensive energy survey, perform education visits at dorm facilities,
and deliver follow-up workshops to fellow students and university staff. Envision engages students and
staff by increasing their awareness of the campus environmental impact and giving them the opportunity
to positively impact their campus or building.
Envision components:
•
Presentations and workshops.
•
Training of staff and/or students to deliver workshops, conduct dorm visits, and collect data for the
campus environmental evaluation (CEE).
•
Presentations for faculty and staff to train them on energy, land and water conservation, hazardous
materials, clean air and waste reduction.
•
Speakers from the energy conservation field for classes and student groups.
•
Green Job ideas
Increased Savings Due to Education
Energy education is an integral and vital part of the entire energy efficiency retrofit. The effectiveness of
education has been established by independent evaluators who have determined that 3-5% energy
savings (above the estimated amount saved from other measures) can be attributed to energy education.
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Goals of the Envision Environmental-Education Program
•
•
•
•
•
•
•
•
Improve efficiency of measures through training and proper use.
Orient students, faculty, and staff to practices that conserve energy and increase their comfort.
Assure user comfort with all installed technical measures.
Provide a channel through which information can be passed between building management and
building users.
Extend the life of the measures by proper preventive maintenance.
Address health and safety issues.
Ensure the persistence of savings and prevent snapback.
Provide students with work experience and training in the energy and education fields.
To ensure the effectiveness of the program, it is designed to:
•
•
•
•
Actively involve all participants.
Be built on reciprocity and flexibility.
Be site- and people-specific.
Connect the self-interest of students to the project and to energy conservation.
By training and utilizing educators who are, themselves students, relationships based on trust and open
communication are more easily developed. By providing training and experience for student peer
educators, they gain valuable job skills.
Peer educators play a vital role by providing a contact point between facilities management and dorm
residents. Through this channel, information on timely issues can be disseminated, and a feedback
mechanism is created for students.
The goals of the program expand to include orienting new dorm residents to practices that conserve
energy and increase comfort and providing seasonal information and training to support them in taking
timely actions that conserve energy, water and other environmental factors. Studies show that continued
education is necessary to ensure a persistence of savings. Through repeated contact, students are more
likely to adopt conservation behaviors that will increase their sophistication and knowledge of
conservation strategies.
Program Description
The design of Envision starts as part of the engineering and design phase. It is important to know how
the facility's users interact with facilities, use energy, and which potential energy conservation measures
(ECM) will be user-friendly. The final composition at any site will be the combination of the Education
Team's assessment of the site's needs and the desires of the facility management and administration.
Because studies show that continued education contributes to a persistence of savings, the program
includes components to be implemented throughout the term of the contract. Any combination of
components can be synthesized to create a package that best fits the educational needs of the project.
All components are described below.
CEA Phase
Students are selected to work alongside energy professionals to gather and analyze the data necessary
to determine the scope of work. During this phase, students are trained in the use of technical audit tools
and may conduct diagnostic tests. Students who participate in this phase of the project may continue
during the implementation stage as educators.
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Qualified students can also be selected to participate in the analysis of this data and receive training in
the cost/benefit analysis necessary to develop a performance contracting project. These students will
then work with Chevron ES engineers actively observing the engineering and design phase of the project.
Envision Energy Manager
This School employee, with training and support from Chevron ES, performs energy audits and utility bill
analyses. The coach will increase awareness of how energy is consumed and provide information on how
to comfortably and efficiently use energy, water and the environmental benefits in the facilities. By training
a school employee to carry the message and training to the campus, relationships based on trust and
open communication are quickly and more easily developed. The coach will use a variety of
communication vehicles such as conducting workshops to disseminate findings and conservation ideas.
With training, the coach will offer services to professors for classroom presentations and correlations to
the existing curriculum with the conservation program. The coach is not only the Campus environmental
expert but will act as the campus ambassador for identifying wasteful practices and rewarding good
conservation practices.
Construction Phase
Introductory Workshops are held to inform the students, faculty, and staff of the work to be done, how it
will affect them, how the work schedule will flow, and who they should contact with questions or concerns.
Topics to be addressed at these meetings include the reasons why the campus is being retrofitted, a
primer on the ECM's for the site, and a description of dorm visits.
As a result of the meeting, the students, faculty, and staff will understand what is required of them as far
as participation and cooperation throughout the implementation process. This will greatly enhance the
ability of contractors to work quickly and without interruptions (saving on labor expenses and avoiding
costly delays).
The recruitment of Envision Monitors begins at these meetings. Those interested will provide their
contact information to Chevron ES personnel. College personnel will also be asked to recommend
students as Envision Monitors. Envision Monitors will be interviewed and trained before the
implementation of the project, whenever possible.
Posting is done by Envision Monitors to inform students when work will be done in their dorm room or on
their floor. The postings are notices affixed to the door of the dorm, which describe the work to be done,
when it will take place, and will provide a number to call if a student has any questions or special
concerns.
Dorm room visits are utilized to exchange information with students. The dorm room visit is an
opportunity for students to offer feedback on the installed ECM’s and for educators to discuss
conservation and sustainability strategies with them. Students will be instructed on how to use the ECM's
that they control such as thermostats, faucet aerators, and lighting controls. The content of a dorm room
visit will vary from site to site. Envision Monitors are trained on how to address the specific issues within
their control that are present in their dorm. Educational materials utilized by Chevron ES will help support
and reinforce the conservation message.
Tabling is another method of contact. Tables are set up in lobbies, laundry rooms, or other high traffic
areas. Educators are at tables and greet students and staff as they walk by. Passers-by are offered free
information on energy and water conservation, as well as free gifts such as balloons, refrigerator
magnets, or thermometers. All of these materials increase awareness of energy use. Students may
schedule a dorm room visit at this time, or an educator may suggest a dorm room visit if it seems
appropriate. At some sites, tabling may be more effective than dorm room visits. The Education Team
makes collaborative decisions along with college personnel about which approach will give the best
results at a given site.
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Training field trips can be arranged for interested classes or student groups, such as environmental
groups and student engineering societies. These trips bring students to sites around campus where
energy professionals provide demonstrations and instruction on, and hands-on experience with
conservation activities such as lighting retrofits, weatherization upgrades, and HVAC optimization. Any
such field trips will be subject to site-specific safety regulations.
Speakers from the energy conservation field can provide presentations on their work and relate their
experiences to the current implementation. Speakers would be provided from Chevron ES or
subcontractors.
Post- Construction
Due to the yearly turnover of a dorm population, an ongoing education program is essential to a
persistence of savings. A variety of methods for continued contact with students are included with
Envision. All of these approaches are very important for persistence of savings and to discourage snapback [don’t understand this term].
Follow-Up Workshops are offered to reinforce and recognize positive behavioral changes and to inform
new students about the ECM’s and the energy efficiency program. These are repeated on a regular
basis, allowing new information and product developments to be incorporated into the program.
Periodic dorm room visits are made to reinforce energy-saving behaviors and provide timely information
on a one-to-one basis. The periodic dorm room visits provide a way for continued communication
between Chevron ES, facilities management, and students. The format of the dorm room visits closely
follows that of the visits during the implementation phase.
Dorm room visits to new students are made to welcome them into the building and orient them to the
proper use and maintenance of the ECM's. These visits closely follow the format of dorm room visits
during the implementation phase.
Support materials can be generated to enhance the ongoing program. The materials reinforce learning
and provide another avenue for reaching student residents with the energy conservation message. The
materials available include a quarterly newsletter, a monthly calendar with conservation tips, and
seasonal posters encouraging timely energy and water conserving behaviors.
The benefits of this comprehensive energy education design are:
10
•
Increased savings results attributed to proper use of the ECM's by students and staff.
•
Persistence of savings through on-going education training and support.
•
Extended life of the ECM's attributed to proper use and maintenance.
•
Increased contractor production by their ability to move quickly through the site unhampered by
questions and confusion of students and staff.
•
Valuable work experience and training for students who are hired as educators, data gatherers,
and engineering interns.
•
Enhanced sense of community and self-sufficiency because the student body becomes an active
part of the process, especially through training of and by the peer educators.
Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal or quotation.
Appendix D:
GENERAL TERMS & CONDITIONS ACCEPTANCE FORM
Signature on Vendor Contract Signature form certifies complete acceptance of the
General Terms and Conditions in this solicitation, except as noted below (additional
pages may be attached, if necessary).
Check one of the following responses to the General Terms and Conditions:
■

We take no exceptions/deviations to the general terms and conditions
(Note: If none are listed below, it is understood that no exceptions/deviations are
taken.)
 We take the following exceptions/deviations to the general terms and conditions.
All exceptions/deviations must be clearly explained. Reference the corresponding
general terms and conditions that you are taking exceptions/deviations to. Clearly
state if you are adding additions terms and conditions to the general terms and
conditions. Provide details on your exceptions/deviations below:
(Note: Unacceptable exceptions shall remove your proposal from consideration
for award. Region 4 ESC shall be the sole judge on the acceptance of
exceptions/deviations and the decision shall be final. )
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