The Cooperative Purchasing Network TCPN Response to: RFP 12-29 Facility Technology Integration Prepared by SUBMITTAL DATE: April 26, 2012 Energy Control Inc. 2600 American Rd, SE Suite 360 Rio Rancho, NM 87124 505 890 2888 ENERGY CONTROL INC TABLE OF CONTENTS Tab Contents 1 Vendor Contract and Signature Form 2 Questionnaire 3 Company Profile 4 Evaluation Questionnaire 5 Product / Services 6 References 7 Pricing 8 Value Add 9 Required Documents Clean Air and Water Act / Debarment Notice Lobbying Certification Contractor’ s Employment Eligibility Fingerprint & Background Checks Business Operations in Sudan, Iran Antitrust Certification Statement THIS PROPOSAL IS INTENDED TO DOCUMENT THE BENEFIT FOR THE COOPERATIVE PURCHASING NETWORK TO SELECT ENERGY CONTROL INC. AS THE PROVIDER OF CHOICE FOR FACILITY TECHNOLOGY INTEGRATION. THE CONTENTS OF THIS PROPOSAL INCLUDE DOCUMENTATION CONSIDERED BY ENERGY CONTROL INC. TO BE PROPRIETARY AND CONFIDENTIAL. WE REQUEST THAT CARE BE TAKEN TO ASSURE THAT THIS MATERIAL IS NEITHER DUPLICATED NOR USED FOR ANY PURPOSES OTHER THAN EVALUATION OF SYSTEM CAPABILITY. TCPN # 12-29 Facility Technology Integration April 26, 2012 TAB 1 – VENDOR CONTRACT AND SIGNATURE FORM VENDOR CONTRACT Between Energy Control Inc and THE COOPERATIVE PURCHASING NETWORK (TCPN) For Facility Technology Integration The following pages will constitute the contract between the successful vendor(s) and The Cooperative Purchasing Network (hereinafter referred to as “TCPN”), having its principal place of business at 11280 West Road, Houston, TX 77065. Respondent shall include in writing any required exceptions or deviations from these terms, conditions, and specifications. If agreed to by TCPN, they will be incorporated into the final contract This contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control. GENERAL TERMS AND CONDITIONS Cancellation for non-performance or contractor deficiency: TCPN may terminate any contract if Members have not used the contract, or if purchase volume is determined to be “low volume” in any 12-month period. TCPN reserves the right to cancel the whole or any part of this contract due to failure by contractor to carry out any obligation, term or condition of the contract. TCPN may issue a written deficiency notice to contractor for acting or failing to act in any of the following: • • • • • • Providing material that does not meet the specifications of the contract; Providing work and/or material that was not awarded under the contract; Failing to adequately perform the services set forth in the scope of work and specifications; Failing to complete required work or furnish required materials within a reasonable amount of time; Failing to make progress in performance of the contract and/or giving TCPN reason to believe that contractor will not or cannot perform the requirements of the contract; and/or Performing work or providing services under the contract prior to receiving a TCPN reviewed purchase order for such work. Upon receipt of a written deficiency notice, contractor shall have ten (10) days to provide a satisfactory response to TCPN. Failure to adequately address all issues of concern may result in contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by contractor under the contract shall become the property of the Member on demand. COOPERATIVE PURCHASING This contract is based on the need for TCPN to provide the economic benefits of volume purchasing and reduction in administrative costs through cooperative purchasing to schools and other Members. Although contractors may restrict sales to certain public units (for example, state agencies or local government units), any contract that prohibits sales from being made to public school districts may not be considered. Sales without restriction to any Members are preferred. Page 9 of 43 Cooperative purchasing agreements: Cooperative Purchasing Agreements between TCPN and its Members have been established under state procurement law. Cooperative purchasing contracts: Offeror agrees all prices, terms, warranties, and benefits granted by offeror to Members through this contract are comparable to or better than the equivalent terms offered by offeror to any present customer meeting the same qualifications or requirements Customer Support The vendor shall provide timely and accurate technical advice and sales support to TCPN staff and TCPN participants. The vendor shall respond to such requests within one (1) working day after receipt of the request. Assignment of Contract No assignment of contract may be made without the prior written approval of TCPN. Purchase orders and payment can only made to awarded vendor unless otherwise approved by TCPN. Awarded vendor is required to notify TCPN when any material change in operations is made that may adversely affect TCPN’s members, (i.e. bankruptcy, change of ownership, merger, etc.) FORM OF CONTRACT Contract type: The term contract shall be a percent of discount off manufacturer’s price list or catalog, or fixed price, or a combination of both with indefinite quantities. Form of contract: The form of contract for this solicitation shall be the Request for Proposal, the awarded proposal(s) and best and final offer(s), and properly issued and reviewed purchase orders referencing the requirements of the Request for Proposals. If a firm submitting an offer requires TCPN and/or Member to sign an additional agreement, a copy of the proposed agreement must be included with the proposal. Parol evidence: The contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. Vendor contract documents: TCPN will review proposed vendor contract documents. Vendor’s contract document shall not become part of TCPN’s contract with vendor unless and until an authorized representative of TCPN reviews and approves it. LICENSES Contractor shall maintain in current status all federal, state and local licenses, bonds and permits required for the operation of the business conducted by contractor. Contractor shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the lawful provision of services under the contract. TCPN reserves the right to stop work and/or cancel the contract of any contractor whose license(s) expire, lapse, are suspended or terminated. Survival Clause All applicable software license agreements, warranties or service agreements that were entered into between Vendor and Customer under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by Order Fulfiller shall survive expiration or termination of the Contract. Disclosures Page 10 of 43 Respondent affirms that he/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract. Include a complete description of any and all relationships that might be considered a conflict of interest in doing business with participants in TCPN. The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other vendors in the award of this contract. Renewal of Contract Unless otherwise stated, all contracts are for a period of three (3) years with an option to renew annually for an additional two (2) one –year extensions. TCPN shall review the contract prior to the renewal date and notify the current awarded vendor each year of the contract renewal. Awarded vendor shall honor the administrative fee for any sales occurred beyond 30 days on any sales made based on a TCPN contract whether awarded a renewal or not. TCPN reserves the right to exercise two (2) one-year extensions at the same time. Funding Out Clause Any/all contracts exceeding one (1) year shall include a standard “funding out” clause. A contract for the acquisition, including lease, of real or personal property is a commitment of the entity’s current revenue only, provided the contract contains either or both of the following provisions: Retains to the entity the continuing right to terminate the contract at the expiration of each budget period during the term of the contract and is conditioned on a best efforts attempt by the entity to obtain appropriate funds for payment of the contract. Ordering Procedures Purchase orders are issued by participating entities to the awarded vendor stating “Per TCPN Contract”. Audit rights Supplier shall, at Supplier’s sole expense, maintain appropriate due diligence of all purchases made by Region 4 ESC and any entity that utilizes this Agreement. TCPN and Region 4 ESC each reserve the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. TCPN shall have the authority to conduct random audits of Supplier’s pricing that is offered to eligible entities at TCPN's sole cost and expense. Notwithstanding the foregoing, in the event that TCPN is made aware of any pricing being offered to eligible agencies that is materially inconsistent with the pricing under this agreement, TCPN shall have the ability to conduct an extensive audit of Supplier’s pricing at Supplier’s sole cost and expense. TCPN may conduct the audit internally or may engage a third-party auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC or TCPN. Contract placed on hold TCPN shall have the ability to place a contract on hold, if it is deemed necessary to address ongoing problems with an awarded contract. Details of the decision to place the contract on hold shall be provided in a written deficiency notice. A reasonable amount of time shall be provided to contractor to address issues in the written deficiency notice. Page 11 of 43 Novation If contractor sells or transfers all assets or the entire portion of the assets used to perform this contract, a successor in interest must guarantee to perform all obligations under this contract. TCPN reserves the right to accept or reject any new party. A simple change of name agreement will not change the contractual obligations of contractor. Order of precedence In the event of a conflict in the provisions of the contract as accepted by TCPN, the following order of precedence shall prevail: 1. 2. 3. 4. 5. Special terms and conditions General terms and conditions Specifications and scope of work Attachments and exhibits Documents referenced or included in the solicitation Inspection & Acceptance Contractor shall deliver said materials purchased on this contract to the TCPN member issuing a Purchase Order. If deliveryis delayed more than 60 days, the contractor must receive authorization from the purchasing agency for the delayed delivery. At this point the participating entity may cancel the order if estimated shipping time is not acceptable. If defective or incorrect material is delivered, purchasing agency may make the determination to return the material to the contractor at no cost to the purchasing agency. The contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. SITE REQUIREMENTS Cleanup: Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed by Member. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean and unobstructed condition. Preparation: Contractor shall not begin a project for which Member has not prepared the site, unless contractor does the preparation work at no cost, or until Member includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to: moving furniture, installing wiring for networks or power, and similar pre-installation requirements. Registered sex offender restrictions: For work to be performed at an schools, contractor agrees that no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees that a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at the Member’s discretion. Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge. Safety measures: Contractor shall take all reasonable precautions for the safety of employees on the worksite, and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage. Page 12 of 43 Smoking: Persons working under the contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises. Stored materials: Upon prior written agreement between the contractor and Member, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Member prior to payment. Such materials must be stored and protected in a secure location, and be insured for their full value by the contractor against loss and damage. Contractor agrees to provide proof of coverage and/or addition of Member as an additional insured upon Member’s request. Additionally, if stored offsite, the materials must also be clearly identified as property of buying Member and be separated from other materials. Member must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by the Member, it shall be the Contractor's responsibility to protect all materials and equipment. The Contractor warrants and guarantees that title for all work, materials and equipment shall pass to the Member upon final acceptance. Payment for stored materials shall not constitute final acceptance of such materials. Invoices The awarded vendor shall submit invoices to the participating entity clearly stating “Per TCPN Contract”. The shipment tracking number or pertinent information for verification shall be made available upon request. Tax Exempt Status Since this is a national contract, knowing the tax laws in each state is the sole responsibility of the vendor. Reporting The awarded vendor shall electronically provide TCPN with a detailed monthly or quarterly report showing the dollar volume of all sales under the contract for the previous month or quarter. Reports shall be sent via e-mail to TCPN offices at reporting@tcpn.org. Reports are due on the fifteenth (15th) day after the close of the previous month or quarter. It is the responsibility of the awarded vendor to collect and compile all sales under the contract from participating members and submit one (1) report. The report shall include at least the following information as listed in the example below: Vendor Name TCPN Report Month or Quarter Entity Name Zip Code State PO or Job# Sale Amount Total Payments The entity using the contract will make payments directly to the awarded vendor. Page 13 of 43 Pricing The awarded vendor agrees to provide pricing to TCPN and its participating entities that are the lowest pricing available and the pricing shall remain so throughout the duration of the contract. The awarded vendor agrees to lower the cost of any product purchased through TCPN following a reduction in the manufacturer or publisher's direct cost. Price increases must be approved by TCPN. However, the awarded vendor must honor previous prices for thirty (30) days after approval and written notification from TCPN if requested. All price increases must be supported by manufacture documentation, or a formal cost justification letter. All pricing submitted to TCPN shall include the administrative fee to be remitted to TCPN by the awarded vendor. It is the awarded vendor’s responsibility to keep all pricing up to date and on file with TCPN. All price changes shall be presented to TCPN for acceptance, using the same format as was accepted in the original contract. All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless otherwise clearly stated in writing. Price reduction and adjustment Price reduction may be offered at any time during contract and shall become effective upon notice of acceptance from TCPN. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all Members equally; 2) reduction is for a specific time period, normally not less than thirty (30) days; 3) original price is not exceeded after the time-limit; and 4) TCPN has approved the new prices prior to any offer of the prices to a Member. Contractor shall offer TCPN any published price reduction during the contract period. PRODUCT LINES Current products Proposals shall be for materials and equipment in current production and marketed to the general public and education/government agencies at the time the proposal is submitted. Discontinued products: If a product or model is discontinued by the manufacturer, contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model. New products/Services: New products and/or services that meet the scope of work may be added to the contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the solicitation. No products and/or services may be added to avoid competitive procurement requirements. TCPN may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. TCPN may reject any additions without cause. Options: Optional equipment for products under contract may be added to the contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability. Product line: Offerors with a published catalog may submit the entire catalog. TCPN reserves the right to select products within the catalog for award without having to award all contents. TCPN may reject any addition of equipment options without cause. Page 14 of 43 Administrative Fees The awarded vendor(s) agrees to pay a four (4) percent administrative fee to TCPN.(Sales will be calculated for fiscal year of January 1st through December 31st and reset each year) Warranty conditions All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing. Indemnity The awarded vendor shall protect, indemnify, and hold harmless TCPN and its participants, administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract. Any litigation involving TCPN, its administrators and employees and agents will be in Harris County, Texas. Any litigation involving TCPN’s members shall be in the jurisdiction of the participating agency. Franchise Tax The respondent hereby certifies that he/she is not currently delinquent in the payment of any franchise taxes. Marketing Awarded vendor agrees to allow TCPN to use their name and logo within website, marketing materials and advertisement. Any use of TCPN name and logo or any form of publicity, inclusive of press releases, regarding this contract by awarded vendor must have prior approval from TCPN. Supplemental Agreements The entity participating in the TCPN contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. TCPN, its agents, members and employees shall not be made party to any claim for breach of such agreement. Certificates of Insurance Certificates of insurance shall be delivered to the TCPN participant prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified. Legal Obligations It is the Respondent’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services identified in this RFP and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even if not specifically identified herein. Page 15 of 43 Protest Any protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm CDT. No protest shall lie for a claim that the selected Vendor is not a responsible Bidder. Protests shall be filed with the Director of TCPN and shall include the following: • Name, address and telephone number of protester • Original signature of protester or its representative • Identification of the solicitation by RFP number • Detailed statement of legal and factual grounds including copies of relevant documents; and the form of relief requested • Any protest review and action shall be considered final with no further formalities being considered. Force Majeure If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch. The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty Prevailing Wage It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser (TCPN or its Members). It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly. Miscellaneous Either party may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. TCPN reserves the right to request additional items not already on contract at any time. Page 16 of 43 STATE NOTICE Pursuant to certain state notice provisions, including but not limited to Oregon Revised Statutes Chapter 279A.220, the following public agencies and political subdivisions of the referenced public agencies are eligible to register with TCPN and access the Master Agreement contract award made pursuant to this solicitation, and hereby given notice of the foregoing request for proposals for purposes of complying with the procedural requirements of said statutes: Nationwide: State of Alabama * State of Alaska State of Hawaii State of Idaho State of Massachusetts State of Michigan State of Arizona State of Illinois State of Minnesota State of Arkansas State of Indiana State of Iowa State of Kansas State of Kentucky State of Louisiana State of Maine State of Mississippi State of California State of Colorado State of Connecticut State of Delaware State of Florida State of Georgia State of Maryland State of Missouri State of Montana State of Nebraska State of Nevada State of New Hampshire State of New Jersey State of New Mexico State of New York State of North Carolina State of North Dakota State of Ohio State of Oklahoma State of Oregon State of Pennsylvania State of Rhode Island State of South Carolina State of South Dakota State of Tennessee State of Texas State of Utah State of Vermont State of Virginia State of Washington State of West Virginia State of Wisconsin State of Wyoming District of Columbia Lists of political subdivisions and local governments in the above referenced states/districts may be found at http://www.usa.gov/Agencies/State_and_Territories.shtml and http://www.usa.gov/Agencies/Local.shtml *Some public agencies and political subdivisions of these states may be restricted by state statutes that limit competition among cooperative purchasing organizations by only allowing use of purchasing cooperatives sponsored by certain National Associations. Certain Public Agencies and Political Subdivisions: Cities, Towns, Villages, and Boroughs including but not limited to: CITY OF ADAIR VILLAGE CITY OF ASHLAND CITY OF AUMSVILLE CITY OF AURORA CITY OF BEAVERTON CITY OF BOARDMAN CITY OF BURNS CITY OF CANBY CITY OF CANYONVILLE CITY OF CLATSKANIE CITY OF COBURG Page 17 of 43 CITY OF CONDON CITY OF LA GRANDE CITY OF LEBANON CITY OF MILL CITY CITY OF MILWAUKIE CITY OF MOSIER CITY OF NORTH PLAINS CITY OF OREGON CITY CITY OF PILOT ROCK CITY OF PORTLAND CITY OF POWERS CITY OF RIDDLE CITY OF SANDY CITY OF SCAPPOOSE CITY OF SHADY COVE CITY OF SHERWOOD CITY OF ST. PAUL CITY OF TIGARD, OREGON CITY OF TUALATIN, OREGON CITY OF WARRENTON CITY OF WILSONVILLE CITY OF WINSTON LEAGUE OF OREGON CITIES PORTLAND DEVELOPMENT COMMISSION CITY OF BATON ROUGE CITY OF BOSSIER CITY CITY OF KENNER CITY OF LAFAYETTE CITY OF LAKE CHARLES CITY OF METAIRIE CITY OF MONROE CITY OF NEW ORLEANS CITY OF SHREVEPORT Counties including but not limited to: BOARD OF WATER SUPPLY COUNTY OF HAWAII MAUI COUNTY COUNCIL CADDO PARISH CALCASIEU PARISH EAST BATON ROUGE PARISH JEFFERSON PARISH LAFAYETTE PARISH LIVINGSTON PARISH ORLEANS PARISH PLAQUEMINES PARISH RAPIDES PARISH SAINT TAMMANY PARISH TERREBONNE PARISH WEST BATON ROUGE PARISH K-12 including but not limited to: BEAVERTON SCHOOL DISTRICT BEND-LA PINE SCHOOL DISTRICT BROOKING HARBOR SCHOOL DISTRICT NO. 17-C CANYONVILLE CHRISTIAN ACADEMY Page 18 of 43 CASCADES ACADEMY OF CENTRAL OREGON CENTENNIAL SCHOOL DISTRICT CENTRAL CATHOLIC HIGH SCHOOL CENTRAL POINT SCHOOL DISTRICT NO.6 CENTRAL SCHOOL DISTRICT 13J COOS BAY SCHOOL DISTRICT NO.9 COUNTY OF YAMHILL SCHOOLD DISTRICT 29 CULVER SCHOOL DISTRICT DALLAS SCHOOL DISTRICT NO.2 DAVID DOUGLAS SCHOOL DISTRICT DAYTON SCHOOL DISTRICT NO.8 DE LA SALLE N CATHOLIC HS DESCHUTES COUNTY SCHOOL DISTRICT NO.6 DUFUR SCHOOL DISTRICT NO. 29 ESTACADA SCHOOL DISTRICT NO.10B FOREST GROVE SCHOOL DISTRICT GLADSTONE SCHOOL DISTRICT GRANTS PASS SCHOOL DISTRICT 7 GREATER ALBANY PUBLIC SCHOOL DISTRICT HEAD START OF LANE COUNTY HIGH DESERT EDUCATION SERVICE DISTRICT HOOD RIVER COUNTY SCHOOL DISTRICT JACKSON COUNTY SCHOOL DISTRICT NO.9 JEFFERSON COUNTY SCHOOL DISTRICT 509-J JEFFERSON SCHOOL DISTRICT KLAMATH FALLS CITY SCHOOLS LAKE OSWEGO SCHOOL DISTRICT 7J LANE COUNTY SCHOOL DISTRICT 4J LINCOLN COUNTY SCHOOL DISTRICT LINN COUNTY SCHOOL DISTRICT 95C LOST RIVER JR/SR HIGH SCHOOL LOWELL SCHOOL DISTRICT NO.71 MARION COUNTY SCHOOL DISTRICT MARION COUNTY SCHOOL DISTRICT 103 MCMINNVILLE SCHOOL DISTRICT NOAO MEDFORD SCHOOL DISTRICT 549C MITCH CHARTER SCHOOL MONROE SCHOOL DISTRICT NO.1J MULTISENSORY LEARNING ACADEMY MUL TNOMAH EDUCATION SERVICE DISTRICT NEAH-KAH-NIE DISTRICT NO.56 NESTUCCA VALLEY SCHOOL DISTRICT NO.101 NOBEL LEARNING COMMUNITIES NORTH BEND SCHOOL DISTRICT 13 NORTH CLACKAMAS SCHOOL DISTRICT NORTH WASCO CITY SCHOOL DISTRICT 21 NORTHWEST REGIONAL EDUCATION SERVICE DISTRICT ONTARIO MIDDLE SCHOOL OREGON TRAIL SCHOOL DISTRICT NOA6 PHOENIX TALENT SCHOOL DISTRICT NOA PORTLAND JEWISH ACADEMY PORTLAND PUBLIC SCHOOLS REDMOND SCHOOL DISTRICT REYNOLDS SCHOOL DISTRICT ROGUE RIVER SCHOOL DISTRICT NO.35 ROSEBURG PUBLIC SCHOOLS Page 19 of 43 SCAPPOOSE SCHOOL DISTRICT 1J SEASIDE SCHOOL DISTRICT 10 SHERWOOD SCHOOL DISTRICT 88J SOUTH LANE SCHOOL DISTRICT 45J3 SOUTHERN OREGON EDUCATION SERVICE DISTRICT SPRINGFIELD SCHOOL DISTRICT NO.19 SWEET HOME SCHOOL DISTRICT NO.55 THE CATLIN GABEL SCHOOL TIGARD-TUALATIN SCHOOL DISTRICT WEST LINN WILSONVILLE SCHOOL DISTRICT YONCALLA SCHOOL DISTRICT NO.32 CADDO PARISH SCHOOL DISTRICT CALCASIEU PARISH SCHOOL DISTRICT EAST BATON ROUGE PARISH SCHOOL DISTRICT JEFFERSON PARISH SCHOOL DISTRICT LAFAYETTE PARISH SCHOOL DISTRICT LIVINGSTON PARISH SCHOOL DISTRICT ORLEANS PARISH SCHOOL DISTRICT RAPIDES PARISH SCHOOL DITRICT TERREBONNE PARISH SCHOOL DISTRICT Higher Education BIRTHINGWAY COLLEGE OF MIDWIFERY BLUE MOUNTAIN COMMUNITY COLLEGE CENTRAL OREGON COMMUNITY COLLEGE CHEMEKETA COMMUNITY COLLEGE CLACKAMAS COMMUNTIY COLLEGE COLUMBIA GORGE COMMUNITY COLLEGE GEORGE FOX UNIVERSITY KLAMATH COMMUNITY COLLEGE DISTRICT LANE COMMUNITY COLLEGE LEWIS AND CLARK COLLEGE LINFIELD COLLEGE LINN-BENTON COMMUNITY COLLEGE MARYLHURST UNIVERSITY MT. HOOD COMMUNITY COLLEGE MULTNOMAH BIBLE COLLEGE NATIONAL COLLEGE OF NATURAL MEDICINE NORTHWEST CHRISTIAN COLLGE OREGON HEALTH AND SCIENCE UNIVERSITY OREGON UNIVERSITY SYSTEM PACIFIC UNIVERSITY PORTLAND COMMUNITY COLLEGE PORTLAND STATE UNIVERSITY REED COLLEGE ROGUE COMMUNITY COLLEGE SOUTHWESTERN OREGON COMMUNITY COLLEGE TILLAMOOK BAY COMMUNITY COLLEGE UMPQUA COMMUNTIY COLLEGE WESTERN STATES CHIROPRACTIC COLLEGE WILLAMETTE UNIVERSITY ARGOSY UNIVERSITY BRIGHAM YOUNG UNIVERSITY-HAWAII COLLEGE OF THE MARSHALL ISLANDS RESEARCH CORPORATION OF THE UNIVERSITY OF HAWAII UNIVERSITY OF HAWAII AT MANOA Page 20 of 43 State Agencies BOARD OF MEDICAL EXAMINERS OFFICE OF MEDICAL ASSISTANCE PROGRAMS OFFICE OF THE STATE TREASURER OREGON BOARD OF ARCHITECTS OREGON CHILD DEVELOPMENT COALITION OREGON DEPARTMENT OF EDUCATION OREGON DEPARTMENT OF FORESTRY OREGON DEPARTMENT OF TRANSPORTATION OREGON DEPARTMENT OF EDUCATION OREGON LOTTERY OREGON OFFICE OF ENERGY OREGON STATE BOARD OF NURSING OREGON STATE DEPARTMENT OF CORRECTIONS OREGON STATE POLICE OREGON TOURISM COMMISSION OREGON TRAVEL INFORMATION COUNCIL SANTIAM CANYON COMMUNICATON CENTER SEIU LOCAL 503, OPEU ADMIN. SERVICES OFFICE HAWAII CHILD SUPPORT ENFORCEMENT AGENCY HAWAII HEALTH SYSTEMS CORPORATION SOH-JUDICIARY CONTRACTS AND PURCH STATE DEPARTMENT OF DEFENSE STATE OF HAWAII STATE OF HAWAII STATE OF HAWAII, DEPARTMENT OF EDUCATION STATE OF LOUISIANA STATE OF LOUISIANA DEPARTMENT OF EDUCATION Page 21 of 43 GENERAL TERMS & CONDITIONS ACCEPTANCE FORM Signature on the following page 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. TCPN shall be the sole judge on the acceptance of exceptions/deviations and TCPN’s decision shall be final. ) Page 22 of 43 TAB 2 – 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 Bidder 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 Alaska √ Arizona Arkansas √California √Colorado Connecticut Delaware District of Columbia 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 West Virginia Wisconsin Wyoming All U.S. Territories & Outlying Areas (Selecting this box is equal to checking all boxes below) American Samoa Federated States of Micronesia Guam Midway Islands 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 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. 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 Page 24 of 43 3. Residency Rio Rancho NM Responding Company’s principal place of business is in the city of___________State of ___. 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 Toni Kelley Contact Person: __________________________________________ Service Sales Executive Title: ___________________________________________________ Energy Control Inc. Company: _______________________________________________ 2600 American Road, SE Suite 360 Address: ________________________________________________ Rio Rancho New Mexico City: ___________________ State: _____________ Zip: 87124 _____ Phone: (505) 890-2888 Fax: (505) 890-1790 _____ toni.kelley@energyctrl.com Email: _____ Billing & Reporting/Accounts Payable Luanne Garcia Contact Person: __________________________________________ Vice President of Finance Title: ___________________________________________________ Energy Control Inc. Company: _______________________________________________ 2600 American Road, SE Suite 360 Address: ________________________________________________ New Mexico Rio Rancho City: ___________________ State: _____________ Zip: 87124 _____ (505) 890-1790 Phone: (505) 890-2888 Fax: _____ llg@energyctrl.com Email: _____ Page 25 of 43 Marketing Michael Cecchini Contact Person: __________________________________________ Director of Sales & Marketing Title: ___________________________________________________ Energy Control Inc. Company: _______________________________________________ 2600 American Road, SE Suite 360 Address: ________________________________________________ New Mexico Zip: 87124 Rio Rancho City: ___________________ State: _____________ _____ (505) 890-2888 (505) 890-1790 Phone: Fax: _____ michael.cecchini@energyctrl.com Email: _____ 6. Distribution Channel: Which best describes your company’s position in the distribution channel: √ 7. Manufacturer direct Certified education/government reseller Authorized distributor Manufacturer marketing through reseller Value-added reseller Other __________________________ 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 TCPN participants would be calculated.) • Pricing submitted includes the required TCPN administrative fee. √ Yes No (Fee calculated based on invoice price to customer) • Yes √ No Additional discounts for purchase of a guaranteed quantity? 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 Cooperative Educational Service CES (2) for low voltage Various 06/2012 $1.3 million Cooperative Educational Service CES for Energy Services Various 11/2012 $9.5 million Cooperative Educational Service CES Various 08/2012 $1.1 million (3) for JOC Page 26 of 43 ENERGY CONTROL INC TAB 3 ECI –THE COMPANY PROFILE 1. REGISTERED NAME Company’s official registered name. Energy Control Inc. ECI incorporated in 1976 in the state of New Mexico and is registered as Energy Control Inc. John J. “Jack”McGowan, who joined the company in 2000, is ECI’ s president and CEO. Patrick Gibson serves as Vice President with Luanne Garcia as Vice President of Finance. Both Mr. Gibson and Ms. Garcia have worked for ECI over twenty years. ECI is registered in the State of California as Energy Control Services. 2. ECI PHILOSOPHY AND HISTORY Provide a brief history of your company, including the year it was established. ECI is the premier New Mexico based Corporation engaged in the engineering, analysis and design of mechanical and electrical systems including security and access with a strong presence throughout New Mexico. ECI has found many customers require turnkey solutions in building automation services and ECI can fulfill this need; not only offering end-to-end building automation, but extended services with facility management, customer training and high-end warranty products. This Corporate History includes a section on qualifications that defines capabilities that TCPN should expect from a world class Integrated Services Company. ECI’ s core business philosophy is a commitment to provide customers with exceptional service, while conducting ourselves with honesty and integrity. ECI has done business with publicly funded customers for 35+ years, and welcomes TCPN to contact any customer for an endorsement of our dedication to building long-term relationships through quality projects and service. The company was originally founded in 1976 to focus on energy engineering and control systems as Energy Control Inc. (ECI). As an energy-engineering Company ECI has designed, specified, and engineered energy saving modifications for public entities, commercial businesses, the educational sector, and industrial projects. ECI continues as an industry leader in efficient integrated systems within building automation with over $150,000,000 in projects completed to date. Through TCPN, ECI can extend services to encompass integrated solutions to government entities within southwest states: more specifically Arizona, California, Colorado, New Mexico and Texas. ECI’ s commitment to provide the most intuitive, new and proven solutions to customers has led to the formation of collaborative initiatives with other National Industry leaders. ECI’ s President is a founding member of the U.S. Department of Energy GridWise Architecture Council and serves as Chairman Emeritus www.gridwiseac.org. ECI serves as Building Champion for the Galvin Electricity Initiative and has worked with the State of New Mexico and New Mexico State University to advance New Mexico Green Grid http://galvinpower.org/aboutus/galvin-electricity-initiative. This knowledge of current, proven advances in electricity technology will prove beneficial to TCPN members. ECI joined the OpTerra Energy Group of companies in late 2010. Joining OpTerra has enabled the next phase of growth for ECI. OpTerra's operating platform has helped launch ECI’ s energy efficiency and demand response solutions into new markets. In addition, the financial backing of Oaktree-managed funds allows ECI to implement projects of larger and more complex scope www.opterraenergy.com ECI is working in partnership with Constellation Energy in California and Texas and with Tridium in Florida to offer demand response (DR) automation solutions. Through affiliate divisions, ECI will be able to extend its’services further to encompass central and northern states. With this response it is ECI’ s intent to show TCPN the Company offers members value-added services which are not available through any other Corporation. And though initially ECI is looking to promote services within southwestern states, looks forward to the opportunity to assist throughout the U.S. with a future national TCPN award. This will be accomplished through the proven TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 performance shown herein and the expanded customer history this award will generate. ECI is recognized for designing and deploying breakthrough engineering techniques and offers LEED professional services. ECI has established long term relationships with customers based on sound investment, quality performance and maximum success. Quality is fundamental to ECI’ s approach to business and is the driving force in development of policies, procedures and strategies. ECI provides member services under the Cooperative Educational Services (CES) and is one of two top CES vendors. Under earlier CES awards, ECI also received TCPN vendor status. ECI is the first to reach the CES $10,000,000 club and continues as the leader in Energy Services and Integrated Systems. Many customers have asked ECI to offer services through their preferred member coop, TCPN. ECI’ s goal is to fulfill customer needs within the many realms of facility operations. ECI has experience performing scopes of work outlined under this RFP and also provides turnkey construction and energy-efficient building automation projects covering the full spectrum of GB98 (General Contracting) EE98 (Electrical) and MM98 (Mechanical Contracting) systems. ECI’ s history of quality performance with members combined with the company’ s contributions as a corporate citizen makes ECI an ideal candidate for selection by TCPN under this RFP. ECI started building automation and energy management special systems work with Tour & Anderson Controls (TAC) in 1977 and is an authorized distributor for multiple systems of this type including Schneider Electric™ (TAC), Delta Controls™ and Tridium™. Building Automation Systems (BAS) include Heating Ventilation and Air Conditioning (HVAC), Temperature Controls – primarily Direct, Digital Controls (DDC) and the company also installs special systems for Security, Access, Intercom and Fire Protection. Internet based services and networked distributed DDC is used for building and energy management and integration of multiple systems. As an integrator, ECI has developed significant technical skills in special systems, Information technology and Web Services. ECI offers design/build services that use technology to make buildings efficient, comfortable and cost effective. Smart buildings consume energy in a clean, efficient way to become green buildings. ECI helps improve building operation with expertise in: Smart Grid, environmental control systems and building automation integration including special systems; security & access, lighting, fire detection, and information technology (IT). The Company uses proven technologies that make it possible for all building systems to work together uniformly often using existing facility cabling infrastructure. ECI offers world class solutions including; 3rd party Enterprise Energy Management Systems (EEMS); Virtual Power Plant, Vykon Energy Suite, Delta entiliWEB, and with BACnet®/Tridium for middleware integration to any existing system. ECI’ s extensive back-ground with building automation systems enables both retrofit and control of the systems necessary to provide energy savings and a quality building environment. ECI has the knowledgeable staff and national prominence to recognize those true and proven solutions which bring the best opportunity for success over the long term. Proper system design and the efficient control of building systems is a major component. ECI can bring turnkey building solutions from an Integration expert to TCPN and its members. 3. DUN & BRADSTREET NUMBER Provide your company’s Dun & Bradstreet (D&B) number. # 62-150-4737 4. CORPORATE OFFICE Provide your Corporate office location. ● Corporate Headquarters: 2600 American Rd. SE, Suite 360 Rio Rancho, NM 87124 MAIN SERVICE OFFICE P (505) 890 2888 F (505) 890 1790 TCPN # 12-29 Mail to: P.O. Box 6907 Albuquerque, NM 87197 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 5. SALES FORCE List the total number of sales persons employed by your organization within the United States, broken down by market. ECI’ s primary market focus is with publicly-funded entities and thus does not divide its’sales force into market categories. ECI has four sales persons and three bid coordinators operating within New Mexico. ECI will utilize the OpTerra Energy Group affiliate, Aircon Energy to promote services within California. ECI will add sales and support personnel within the territories awarded under this solicitation. 6. ECI HEADQUARTERS AND BRANCH LOCATIONS 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. Sales and Service offices in New Mexico: ECI maintains two New Mexico offices in Las Cruces and Albuquerque with technicians located throughout the state to fulfill project obligations. ● Corporate Headquarters: 2600 American Rd. SE, Suite 360 Rio Rancho, NM 87124 MAIN SERVICE OFFICE P (505) 890 2888 F (505) 890 1790 ● NM Branch Offices: 1401 S.Don Roser Dr., Suite E-1 Las Cruces, NM 88011 SERVICE OFFICE P (575) 521 3104 F (575) 521-3785 Sales and Service offices in California: ● 830 West Stadium Lane Sacramento, CA 95834 P (916) 992 2004 F (916) 922 6481 ● ECI Support Services P (888) 512 2888 Key Staff who will support TCPN work are listed below. It is difficult to identify how much each person will be involved in the business because scopes of work will vary by project. TITLE PERSONNEL LOCATION EMAIL President Rio Rancho jackmcgowan@energyctrl.com Jose Martinez Construction Manager Rio Rancho jose.martinez@energyctrl.com Luanne Garcia Vice President of Finance Rio Rancho llg@energyctrl.com Dave Frederick Director of Project Deployment Rio Rancho david.frederick@energyctrl.com Pat Gibson Vice President of Operations Rio Rancho patg@energyctrl.com Don Swick LEED Energy Engineer Rio Rancho don.swick@energyctrl.com Toni Kelley Service Sales Executive Rio Rancho toni.kelley@energyctrl.com Kurt Fetters Director of Service Rio Rancho kurt.fetters@energyctrl.com Director of Information Technology Rio Rancho matt_davis@energyctrl.com Integration Programmer Rio Rancho tim.maloy@energyctrl.com Mike Cecchini Director of Sales & Marketing Rio Rancho michael.cecchini@energyctrl.com Aaron Alvarado Proj Mgr [Safety Coordinator] Rio Rancho aaron.alvarado@energyctrl.com Service Technical Support Rio Rancho larry.connell@energyctrl.com Bennie Williams Project Manager Las Cruces ben.williams@energyctrl.com Claro Calaunan Integration Specialist Las Cruces claro.calaunan@energyctrl.com Isaac Apodaca Network Specialist Las Cruces isacc.apodaca@energyctrl.com John J. McGowan Matthew Davis Tim Maloy Larry Connell TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 ECI KEY PERSONNEL PROFILES 7. KEY EMPLOYEE CONTACTS Please provide contact information for the person(s) who will be responsible for the following areas, including resumes: Key Sales staff is located at the Rio Rancho Corporate office: a. Sales: Michael Cecchini; Director of Sales & Marketing (505) 890 2888 b. Sales Support: Toni Kelley; Service Sales Executive (505) 890 2888 c. Marketing: Michael Cecchini; Director of Sales & Marketing (505) 890 2888 d. Financial Reporting: Toni Kelley; Service Sales Executive (505) 890 2888 e. Executive Support: Jack McGowan; President (505) 890 2888 BIOS –Full resumes have been provided as an Appendix within TAB 10. President: Jack McGowan; jackmcgowan@energyctrl.com CEM / CEA / CDSM / CLEP / CBEP / DGCP / CSDP Mr. McGowan is actively involved in sales and customer support for ECI's core offering of Energy Services and System Integration. Responsible for System Integration and Performance based initiatives focusing on full-scale facility capital improvements, including guaranteed energy savings, enterprise energy management, and project financing. Equipment provided through projects includes: DDC/EMS systems, Heating, Ventilation, Air Conditioning (HVAC) equipment, Lighting, Water and other measures to reduce operating costs. McGowan has expertise and knowledge in performance contracting for facility-wide energy and water projects. McGowan has over 30 years of experience and will be available and will have hands-on involvement in projects offering sales and implementation experience. McGowan will play a vital role in system audits, presentations, and most deliverables for integration solutions. Director of Sales & Marketing: Michael Cecchini; michael.cecchini@energyctrl.com Certified NAHB Green Energy Professional As Founder/CEO of a large manufacturing company for 24 years, Mr. Cecchini brings 30+ years experience with project management, systems efficiency and extensive contract negotiation skills. Recently, Cecchini has over 9 years experience in delivering renewable solar technologies as well as energy auditing and ROI solutions. His design/build experience is with photovoltaic and thermal solar of which PV will be the primary deliverable under this RFI. Cecchini will provide consulting, design, systems presentation and implementation of energy solutions. Sales Executive: Toni Kelley; toni.kelley@energyctrl.com Ms. Kelley has 30+ years of sales experience within the Industry and five years as a sales executive for ECI. Sales responsibilities include the representation and promotion of ECI and Cooperative initiatives at trade shows, establishing new relationships with potential customers and maintaining existing relationships. Ms. Kelley provides assistance in the preparation of bid responses, maintains sales records, and performs service sales and support agreement renewals. Vice President of Operations: Pat Gibson; patg@energyctrl.com Certified Professional for TAC Vista & Inet 2000 / Delta / Yaskawa / ABB / Fiber Optics Mr. Gibson actively runs ECI’ s service and installation operations and has an extensive background in mechanical systems and management. Gibson has direct involvement in bid preparation and provides systems knowledge for price assistance. Pat developed and initiates ECI’ s standards of operation and customer satisfaction. Gibson has been in HVAC management for 27 years and will be available and have hands-on involvement in projects offering operations management and project implementation experience. Gibson will play a vital role in efficiency/integration solutions and verification of regulatory standards, codes and requirements. LEED certified Engineer: Donald Swick; don.swick@energyctrl.com PE / AP / CEM / CEA / CGD / CSP / IGSHPA Designer / GBE / AEE / PNM ESA / ASHRAE Sustainable Bldgs / ES Chilled Beam / PM Active Solar Heating Mr. Swick is a Registered Professional Mechanical Engineer with over 35 years experience with design and installation of HVAC and control systems. Swick has extensive experience with energy analysis techniques, computer simulation for traditional HVAC TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 systems as well as solar, thermal storage and other renewal technologies including; ground source heat pumps. Swick holds certifications for; LEED, IGSHPA, and GBE and will provide Professional Mechanical Engineer and LEED certification services for any established projects. Swick will have hands-on involvement in the projects offering design and implementation experience for sustainable and smart energy solutions. Energy Engineer: Daniel Alkon danny.alkon@energyctrl.com Mr. Alkon performs energy analysis and mechanical system design assessments for ECI. This includes Level III Audit services, timeline and load analysis. Mr. Alkon provides comparison reports on varied mechanical systems to determine design parameters, performs ENERGY STAR building verification, demand response program assessments. Alkon will have hands-on involvement in the projects, offering ECM assessments and implemented measures success verification. Director of Engineering Technology: Matthew Davis; matt_davis@energyctrl.com EE98 / Credited Professional for Tridium / Delta Level 2 / TAC Inet 2000 & Vista / ABB / Yaskawa / CES Facility Manager / Silent Knight Mr. Davis holds EE98 licensing and has 17 years electrical experience and 12 years Engineering experience. Davis has been directly involved in Energy Services, Systems Engineering, Software Design and Training. The application engineering team and CAD group report to Davis. Davis has hands-on involvement in installation projects offering engineering, integration, programming and customer training experience. Director of Project Deployment: David Frederick; david.frederick@energyctrl.com MM98 / ES-3J / CEM / Credited Professional for OnSSI / Delta / TAC Inet / NBFAA & Silent Knight / PSNA / CSC Connectivity & Fiber Optics / SUNPOWER / IP Institute Level I Trainer Mr. Frederick holds an ES-3J and MM98 licensing and has 17 years of Industry experience. Frederick runs the Operations & Installation of new construction projects for ECI and provides a full range of technical oversight on Internet-enabled Security systems, as well as access control, CCTV, Fire alarm and full-scale commercial technologies. His responsibilities include project design team participation, layout and drafting, as well as complete project management oversight, system programming and commissioning of systems for a wide range of facilities. Frederick will play a vital role in integration solutions and project installation. Integration Programmer: Tim Maloy; tim.maloy@energyctrl.com Delta Controls / Tridium AX & R2 / GE iFAX / Andover Controls/ Allen Bradley Mr. Maloy offers 23 years of Industry experience. Maloy holds certification with BACnet and Tridium integration systems with field experience in project design, software and graphic generation, installation, commissioning and servicing systems. Maloy will play a vital role in designing graphics and system programming within integration solutions. Safety Coordinator: Aaron Alvarado aaron.alvarado@energyctrl.com Mr. Alvarado serves a dual role as a Project Manager with 11 years experience and the ECI Safety Coordinator. Alvarado provides project management for an approximate value of $3mil in projects and maintains Employee safety records: Employees receive background checks and Conduct Training relating to educational site behavior as it is such an important element of the ECI business. Mr. Alvarado also coordinates safety and conduct procedural requirements with subcontractors and partners. Responsibilities include the awareness, initiation and record keeping of the Company safety plan. Alvarado will play a vital role in managing the installation and commissioning of any projects. Systems Integrator and Software Specialist: Isaac Apodaca; isaac.apodaca@energyctrl.com Certified CCNA level 1 & 2 / Cisco Networking & SBM / MS Visual Basics Mr. Apodaca provides software development for custom EMS and integration solutions and offers technical experience with Platforms – Microsoft Windows 95/98/2000/XP/Server 2000/ Server 2003, Linex (SUSE), OX9, OX10, DOS Networking – DNS, DHCP, TCP/IP, Ethernet, Token Ring, FDDI, VPN, SQL, IPX/SPX, LonWorks, MSTP, FT/TP-10, LAN, WAN, Cisco, Loytec Routers, Watchguard Firewalls, 802.11 a/b/g, Wireless Access Points, FTP, Sharepoint languages – HTML, VB, VBA, ASP, XML, Action Script Applications – Microsoft Active Directory, Tridium Niagra AX, TAC Menta, TAC Vista, Echelon Lonmaker Apodaca will play a vital role in customized energy solutions software development and integration and has 19 years experience in IT technology and communications. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 Integration Programmer: Claro Calaunan; claro.calaunan@energyctrl.com EE98 / Journeyman Refrigeration / ES3J / BACnet Level II / Tridium Niagra AX Mr. Calaunan has 17 year experience with systems integration and has been with ECI since 2001. Calaunan performs programming and technical assistance for facility management systems, determining customer requirements and delivering end products to match those needs. Calaunan also provides commissioning and customer training on installed projects. Director of Services: Kurt Fetters; service@energyctrl.com Mr. Fetters has 16 years of experience in Service Management and has been with ECI since 2007. Extensive knowledge of all brands of HVAC equipment design, operation, repair and replacement. Hands on experience in repair of HVAC equipment up to 10,000 tons. Proficient in understanding most BAS and programming of some- Delta, TAC I-net, Carrier CCN, Automated Logic, Allerton and Metasys. Project Management of various size jobs up to 1,000,000. Service Technical Support: Larry Connell larry.connell@energyctrl.com Mr. Connell has 30+ years of experience with HVAC and building automation systems and has been with ECI since 2008. Connell offers technical support to field technicians and customers, and monitors customer operating systems from ECI’ s Corporate Offices. Connell has extensive experience with Facility Management Systems and has performed technician supervision, programming, graphics, technical sales, and support services over his career. 8. STANDARD TERMS OF PAYMENT Please define your standard terms of payment. Net 30 Days 9. MARKETPLACE COMPETITION Who is your competition in the marketplace? ECI offers public-funded entities services through the Cooperative Educational Services (CES) which represents 90 percent of annual business. ECI is one of two top CES partners who has received status as part of their $10,000,000 Club. For the extent of turnkey services offered, ECI has no other competition approved to provide services at this level. Competitors differ as it relates to type of solution. Integrated energy solutions and timely, state-wide services places ECI in a position of prominence within New Mexico. Andover and Honeywell would be considered the completion outside of the Cooperative award. 10. ANNUAL SALES Overall annual sales for last three (3) years; 2009, 2010, 2011 $42,000,000 11. PUBLIC SECTOR SALES Overall public sector sales, excluding Federal Government, for last three (3) years; 2009, 2009, 2011 $39,000,000 12. MARKET STRATEGY What is your strategy to increase market share? State and local governments utilize vehicles such as University and Cooperative Agreements. TCPN is viewed in high regard within this market. ECI’ s strategy is to use this TCPN award as a means to promote integrated services to this market. The Company is quite versed in Cooperative selling and will utilize this experience and the energy savings potential which integration brings. Also, ECI’ s business affiliate Aircon works primarily with City and County entities within California. ECI will use this association to establish relationships with new, California clients. As an ESCO, ECI can offer energy conservation measures through integration with a savings guarantee. ECI believes no effort to maximize efficiency is too small and will offer services and solutions for any size project. ECI’ s intent is to work with members to provide projects that are funded through multiple Capital venues which can be accomplished within current budgets. ECI has represented customers in finding Capital for Integrated Energy Efficiency Projects and will offer these services to TCPN and its members. 13. MARKET PLACE POSITION What differentiates your company from competitors? TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 The company market focus is in integrated building automation to achieve energy efficiency within HVAC, DDC and special systems of which ECI has received “top 50 integrator”awards for multiple years. ECI is the leading CES vendor in providing these services to New Mexico School Districts and with this award will offer these services to additional states and government entities. ECI is steadfast in its approach to provide the most intuitive, new and proven solutions to customers and this has led to collaborative initiatives with other Industry leaders. This culminates into national expertise and systems knowledge at the hands of the TCPN member. The company is committed to non-proprietary systems and is actively engaged in the development of open standards. ECI President, Jack McGowan provides speaking engagements on Smart Building solutions and is cochair of the National Institute of Standards and Technology Building to Grid Expert Working Group that is developing standards for interactions between buildings and the electric grid. This leadership on a national level translates to added value for TCPN members. ECI focuses on delivering much more than simple environmental systems at a competitive price by using technology in smarter, more efficient ways. Others lack the capacity to serve some clients adequately because they do not engineer their systems to meet growing needs and sell on best price, which in the end causes the need for retrofit at additional costs. ECI is able to out-perform other vendors because we are able to solve problems within multiple building systems by encompassing cable structure, network knowledge, HVAC, DDC controls, security and fire systems all under one umbrella and have the knowledgeable staff on board to back those systems. 14. ONLINE CATALOG Describe your firm’s capabilities and functionality of your on-line catalog/ordering website. ECI will initiate a TCPN member portal after contract award which will contain current list price books on the offered product lines. Members will have the ability to verify pricing and services with a quick link access to vendor and TCPN websites. As ECI is an independent Company offering best solutions and products for a given project it is difficult to offer on-line ordering solutions to cover multiple vendor equipment. ECI is not able to offer this service to TCPN members but does accept email, fax and phone orders. 15. CUSTOMER SERVICE Describe your company’s Customer Service Department (hours of operation, number of service centers, etc.) Perhaps one of the greatest benefits to working with ECI is the commitment that the Company has to quality and the caliber of professional staff that are dedicated to the activity. The ECI operation is a world class Energy Services and Integrated Systems installation and service organization. ECI focuses on customer service and will develop a strong local presence with qualified field staff to support TCPN members in pursuing ECI Services. ECI has established customer service locations and additional field technicians located throughout the State of New Mexico. It is ECI’ s intent to add strategically located field technicians and work with partners to offer additional service locations within adjacent states. To provide seamless services, ECI’ s Corporate Office in Rio Rancho serves as a hub to manage field technicians and assure timely response to requests. 2600 American Rd, SE Suite 360 Rio Rancho, NM 87124 Phone (505) 890-2888 Fax (505) 890-1790 Hours: 8:00 AM –5:00 PM Mon-Fri 1401 S. Don Roser, E1 Las Cruces, NM 88011 Phone (575) 521-3104 Fax (575) 521-3785 Hours: 8:00 AM –5:00 PM Mon-Fri 830 West Stadium Lane Sacramento, CA 95834 Phone (916) 992 2004 Fax (916) 922 6481 Hours: 8:00 AM –5:00 PM Mon-Fri Toll-free Phone (888) 512 2888 ECI takes pride in its’ability for locating quality technicians to provide services to rural locations. ECI understands the fast pace of the technology fields and allows time for technical training for service TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 facility staff and remote field technicians alike. ECI is extremely responsive to customer needs including key departmental staff that are on call and available to deal with emergencies 24/7/365. CONFLICT RESOLUTION ECI has standardized procedures to follow-up on installed projects to minimize the need for conflict resolution. Installation and service departments have a high level of communication and turnover procedures have been put in place to insure customers meet the service team and are aware of services available to them. After the conclusion of installed projects multiple contacts are made to the customer. Warranty letter and contact/conflict resolution information is provided. Sales’makes contact with the customer to verify the install has been smooth, effective, and to their satisfaction. Operations problem resolution Point of Contact Jose Martinez Patrick Gibson Jack McGowan 03/04 REV 12/11 Title Project Manager Resolution Initiatives ▫ takes customer calls and initiates resolution processes ▫ requests feedback Construction Manager ▫ responds to time-critical issues and any unresolved situations ▫ makes follow-up contact VP of Operations ▫ takes initiative to solve issues, which require upper management involvement or have escalated beyond field resolution President ▫ enters resolution process upon request of Pat Gibson or the customer Customer Service problem resolution Point of Contact Jennifer Fanning Title Service Coordinator Toni Kelley Larry Connell Kurt Fetters Patrick Gibson Account Executive Service Technical Support Director of Services VP of Operations Jack McGowan President 03/04 REV 12/08 Resolution Initiatives ▫ takes customer calls and initiates resolution processes ▫ requests feedback ▫ involved at Customer Service or Customer’s request ▫ responds to time-critical issues and any unresolved situations ▫ makes follow-up contact ▫ involved at Larry or Customer’s request ▫ takes initiative to solve issues, which require upper management involvement or have escalated beyond Service Department resolution ▫ enters resolution process upon request of Pat Gibson or the customer CALL CENTER ECI offers customers personal, quality assistance through Service and Installation department access. Service@energyctrl.com places emails to the Service coordinator, Service Technical Support and Service Manager. Installation and Service Departments are available through a toll-free phone extension available to all customers. If lines are busy, Customers are given the option of waiting for the next available representative or leaving a message. ECI maintains good customer relations by responding to messages within a short interval. DEDICATED 800 NUMBERS 24/7/365 Toll Free Number: (888) 512-2888 this number is available for all Departments M-F 8:00 AM to 5:00 PM and for after-hours EMERGENCY calls 24/7. Purchase orders can be faxed to (505) 890-1790 which is manned Monday through Friday 8:00 AM to 5:00 PM. 16. LITIGATION Provide information regarding if your firm, either presently or in the past, has been involved in any litigation, bankruptcy, or reorganization ECI has not been, nor is currently involved in any litigation or bankruptcy procedures. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 MARKETING / SALES ECI is part of a group of Companies known as OpTerra Energy Group. One of the advantages this brings is the exemplary team of Sales Lead Qualifiers within an affiliated division, Bluestone Energy Services www.bluestoneenergy.com. This team creates a data base of pre-qualified contacts wishing to receive additional information or who are interested in hearing from a sales executive which is the primary goal of the team. 1. FIRST 90-DAY MARKETING PLAN 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. Press Release A co-branded press release within first 30 days ECI will utilize its marketing company to create and distribute a press release to New Mexico news outlets. b. Announcement Announcement of award through any applicable social media sites c. Marketing through Mail Direct mail campaigns ECI will send a mailer to the Company mailing list as it pertains to publicly funded contacts. ECI will utilize the OpTerra Group Bluestone Sales Lead Qualifiers to add new, pre-qualified users to the mailing. d. TCPN & ECI Joint Promotional Document Co-branded collateral pieces ECI will create a “TCPN Services”document which presents integrated services available to customers through the award. Upon TCPN approval, this piece will be used in sales visit handouts as well as trade shows. This piece will also be presented in the direct mail campaign above. e. National Marketing Advertisement of contract in regional or national publications As ECI’ s President provides editorial pieces to national and regional Industry publications the Company intends to develop a piece which incorporates integration solutions with an announcement of the TCPN award. This will provide a more prominent setting and increase reader identification to the TCPN organization. f. Trade Shows Participation in trade shows ECI regularly participates in trade shows within New Mexico to promote solutions to decision makers within a given field. The booth presentation is set in a way that best suits those in attendance. ECI creates multiple versions of promotional material which is designed to capture the attendees within any given venue. ECI cannot guarantee a trade show pertaining to state and local governments will be available within the first 90-days after the award. As this is an approach ECI views as tantamount to a successful marketing strategy, participation in a trade show will be established at first opportunity. g. TCPN Portal Dedicated TCPN internet web-based homepage with: ECI will initiate a dedicated TCPN portal for member use which includes access to latest manufacturer price lists, operating hours and addresses, office/premium phone numbers, and contact information for key personnel. The URL will be forwarded to TCPN after award to be included in the award documentation. The portal will contain the TCPN logo and link to TCPN website. A contract and services summary with Due Diligence Documents will also be included. Members will have quick and easy access to Company literature, Cooperative awards, and staff contacts. The ECI web site holds a View by Link section that gives access to current articles and events that are of particular interest to specific demographics. These links are provided in email blasts and at trade events and will include the TCPN portal. 2. MARKETING BENEFITS Describe how your company will demonstrate the benefits of this contract to eligible entities if awarded. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 TCPN benefits are a well known commodity in New Mexico. ECI has expertise in presenting Cooperative value to its intended market with a concise, comprehensive presentation that will emphasize the shared benefit in the TCPN-ECI partnership. Bluestone pre-qualified leads, trade shows and face-to-face sales and service contacts will all play a role in presenting ECI and TCPN services as a professional, quality partnership in which members can embrace. 3. MARKETING TO EXISTING CUSTOMERS Explain how your company plans to market this agreement to existing government customers. ECI uses Member trade forums and email blasts as campaigns to promote available services. An email blast would be sent to announce the TCPN partnership and relay important details on where to review award facets. Sales calls follow-up the email blast and site visits would be established. 4. 90-DAY IMPLEMENTATION PLAN Provide a detailed 90-day plan describing how the contract will be implemented within your firm. 1) The Initiation - ECI will initiate the OpTerra Group affiliate Bluestone pre-qualified leads team to establish an accurate contacts list. - ECI’ s marketing company will create and announce a press release - LAN quick reference documents are created and put in place. A sales meeting is scheduled for award release review. - ECI will establish a mailing list for clientele of the OpTerra Group affiliate, Aircon. 2) Documentation - Sales Support will establish attendance in Industry trade shows. - The ECI sales and marketing team will create a TCPN Services promotional document. - The website will be modified to promote the TCPN agreement and the TCPN portal will be created. - ECI will provide TCPN with the ECI logo and website URL’ s for inclusion in the ward documentation - ECI will provide TCPN new promotional materials for approval. 3) Presentation - An email blast will be sent to publicly-funded participants within the Company’ s email list. - Sales executives will pursue pre-qualified leads and existing contacts utilizing the sales and marketing tools at their disposal. - An ECI mailer will be sent including the TCPN Services document and pertinent information on any trade shows and sales contacts. 5. SALES TRAINING Describe how you intend on train your national sales force on the TCPN agreement. ECI has an advantage as 90% of business is performed through Cooperative awards. The sales staff has access to specific award details through “quick notes” on the Company’ s Local Area Network (LAN). Immediately following the award, “quick notes”will be placed on the Company LAN detailing specific requirements of the award including bidding, servicing, reporting and billing. This area contains shortcut links to full award documents with easy formatting to find data in timely fashion. This not only insures an accurate rendition of services, but promotes Member confidence in the proper execution of their request. A sales meeting is devoted to the new award and team members are informed of the intricacies of the award. 6. LOGO USE Acknowledge that your organization agrees to provide its company logo(s) to TCPN and agrees to provide permission for reproduction of such logo in marketing communications and promotions. TCPN has permission to use the ECI logo in the production of marketing and promotional materials. ECI will provide the logo and specification details immediately following an award. 7. ANTICIPATED REVENUE Provide the revenue that your organization anticipates each year for the first three (3) years of this agreement. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 Within current economic trends it is presumable that the purchasing power within state and local government will likely remain stagnant. ECI has a strong local presence and anticipates this award leading to successful ventures with long-term relationships developing. $ 3,000,000 in year one $ 5,000,000 in year two $ 10,000,000 in year three ADMINISTRATION 1. SUCCESS WITH COOPERATIVE PURCHASING PROGRAMS 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). ECI has successfully entered into cooperative awards within all project classifications the Company offers solutions in. ECI was the first to reach the Cooperatives’10 Million Dollar Club which is a great accomplishment for rural New Mexico. The Company’ s ability to execute need only be verified by the 100 percent record of contract extensions. ECI saw a 50 percent increase in sales revenues through the initiation of the Cooperative awards. Upon award, ECI’ s operations Staff create pricing templates for construction bids and repair. These types of projects generally are not processed through the sales team though the team is comprised of any proposals. The reporting and tracking of bids and sales will be the responsibility of the sales team, and more specifically, the designated “Financial Reporting”sales executive who will provide monthly and quarterly reports to TCPN. Cooperative/State Agency Current Awards 2011-002 290-00n ENE Energy Services NM Cooperative Educational Service (CES) 4216 Balloon Park Road, NE Albuquerque, NM 87109 2011-005 340-003 ENE Security & Fire Systems 2011-005 915-006 ENE Intercom, clocks, VVD Phone (505) 344-5470 Fax (505) 344-9343 2008-013 914-006 ENE Network Infrastructure Contact: David Chavez, Executive Director 2009-021 912-30n ENE JOC General Contracting 2008-013 915-003 ENE Telecommunication 2012-001B 914-23n ENE JOC Plumbing & Mech 2009-024 914 22n ENE JOC Electrical 2. REPORTING CAPACITY Describe the capacity of your company to report monthly sales through this agreement. The ECI projects data base lends itself easily to the creation of monthly and quarterly reports, whether for in-process and/or completed projects administered through the TCPN award. Reports will include City, State & Zip, Member ID & PO, project description, amount of sales activity within the reporting period, and any additional file data pertinent to TCPN and or the member. 3. RECORDING CAPACITY 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 ECI leverages automated systems for creation of project documents and to communicate clearly with project staff. ECI utilizes project tools such as M Job Time™ to track status of deployment and uses automated tools for development of submittals and manuals. The company deploys the highest quality electronic tools and Standards policies available to manage deployment all the way through commissioning and the warranty process. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 ECI maintains a projects database for every customer and can provide reporting in any manner (annual/monthly expenditures, project types, onsite attendance, recorded hours, etc.) available upon request of the TCPN member. 4. PROGRAM EFFECIENCY 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. ECI is excited about the opportunity to work under a TCPN award. In comparison to Cooperative procedures of which ECI currently offers services through, the TCPN program is far superior. The reporting and billing procedures will be a positive improvement. GREEN INITIATIVES •We're committed to helping to build a cleaner future! According to the U.S. Census Bureau, the world population is expanding at a mind-boggling rate. The world reached 1 billion people in 1800; 2 billion by 1922; and over 6 billion by 2000. It is estimated that the population will swell to over 9 billion by 2050. That means that if the world’ s natural resources were evenly distributed, people in 2050 will only have 25% of the resources per capita that people in 1950 had. The world has a fixed amount of natural resources - some of which are already depleted. So as population growth greatly strains our finite resources, there are fewer resources available. If we intend to leave our children and grandchildren with the same standard of living we have enjoyed, we must preserve the foundation of that standard of living. We save for college educations, orthodontia, and weddings, but what about saving clean air, water, fuel sources and soil for future generations? 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 TCPN to reduce our carbon footprint, reduce waste, promote energy conservation, and ensure efficient computing and much more. To that effort, we ask respondents to provide their companies environmental policy and/or green initiative. ECI’ s business strategy centers on smart-clean-green solutions, and this philosophy manifests in daily business practices. ECI recycles paper, plastic and aluminum and asks that all employees minimize paper wastes. Draft documents and internal communications are passed electronically. Proposals are presented on recycled paper. Internal copies are kept electronically. Green means more than customer deliverables at ECI. ECI is among the first Energy Service companies in the U.S. to develop expertise with Smart Grid technology. ECI analyzes electricity consumption profiles and can engineer technology and Internet-based systems to optimize energy consumption. Technology solutions focus on Demand Side Management and other strategies to lessen a facilities energy signature. ECI’ s CEO is Chairman Emeritus of the Department of Energy GridWise Architecture Council, a committee of industry leaders whose goal is to bring technology standards and national attention to the Smart Grid. Efficient use of electricity will reduce customer energy costs and carbon footprints and will also produce a more reliable electric grid enterprise to support growing demand. www.gridwiseac.org By applying building intelligence and communication technologies, building owners are able to manage energy and control costs. Doing this on a larger scale — multiple buildings and utilities communicate, anticipate, and avoid power interruptions that can debilitate the national grid system and costs consumers $180 billion per year. ECI serves as the Buildings Champion for the Galvin Electricity Initiative. The Mission is to create a power system which is environmentally sound, resilient, and fuel-efficient and that empowers consumers. www.galvinpower.org/ VENDOR CERTIFICATIONS 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. ECI is a licensed with the State of New Mexico for GB98 General Contracting, MM98 Mechanical Contracting and EE98 Electrical Contracting. This qualifies the company to provide full installation TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 and service within integrated building automation systems. Some municipalities require County and/or City licensing/registration. These are renewed annually as required. ECI does not have any current licensing established within the surrounding States in which it intends to offer services though will do so as the need arises. Federal Employer Identification No.: 85-0235247 California California Business Registration: California Professional Engineer 3301302 35061 New Mexico New Mexico CID Permanent License: New Mexico General Contractor License: New Mexico Electrical Contractor License: New Mexico Mechanical Contractor License: New Mexico Integrated Systems License: Alarm Business Permit; Albuquerque City of Santa Fe Certificate of Fitness New Mexico Certificate of Fitness New Mexico Professional Engineer Santa Fe County Commercial Registration Las Cruces Business License City of Santa Fe Business License New Mexico Workforce Solutions Bernalillo County Business License City of Albuquerque Business Registration City of Rio Rancho Business Registration City of Roswell 16887 GB98 EE98 MM98 MS11 10-0064 8305 92612 2668 12-00046734 0017520050524 ZBL#30514 FA0003640 12-00003682 11-0 9453 In an effort to minimize page count, manufacturer certifications are shown for one employee. ABB Variable Frequency Drives Allen-Bradley Programming Andover Controls Infinity Design & Programmer AXIS Communications Product Certification CSI Editor & Operator Carrier Chillers, Controls & Networking Cisco Systems Networking Clever Brooks Boiler Systems Delta Controls Level II BACnet® Networking & ORKA Systems Fire Lite Addressable F/A Programming & Troubleshooting GE iFIX Fanuc Training Infinias Access Systems [Integral Tech] On-Net Surveillance Systems (OnSSI) Silent Knight Addressable Fire Alarms SunPower Commercial Systems TAC I-Net & Vista Systems Teradon Intercoms Toshiba HVAC Drives Tridium Niagra™ Valcom Intercoms Video Insights Yaskawa Start-up & Service ECI holds a large number of association certifications which will prove valuable to TCPN members. Leadership in Energy and Environmental Design LEED TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 3 AEE Green Building Engineer AEE Certified Energy Manager Certified Demand Side Manager NAHB Certified Green Energy Professional Certified Energy Auditor ASHRAE Sustainable Buildings Professional Certified Business Energy Professional Certified Lighting Efficiency Professional Certified Cogeneration Professional Ground Source Heat Pump Designer/Installer PM Engineers; Active Solar Heating Professional Engineered Systems; Chilled Beam Systems Design PNM; Energy Systems Assessment Fiber Optic Design, Installation & Service BICSI Continuing Education CSC Enhanced Connectivity Solutions NICET Level II Certification EPA Refrigeration Certification OSHA Certification TCPN # 12-29 Facility Technology Integration GBE CEM CDSM CEA CSP CBEP CLEP CGP IGSHPA April 26, 2012 BUSINESS LICENSES 2012 PRODUCT CERTIFICATIONS 4/10/2012 To Whom it may Concern, Please use this letter as confirmation that Energy Control Inc., with offices located in Rio Rancho, NM is an Axis Communications Gold Partner in good standing. This reseller has been an approved partner since 8/11/2006. Please feel free to contact me at 800-444-2947 should you require any further information. Sincerely, Leigh Stevens National Manager-Inside Sales Axis Communications, Inc. ENERGY CONTROL INC TAB 4 TAB 4 –Evaluation Questionnaire Products/Pricing (40 Points) 1. Are all products and services being proposed listed under TAB 5 on a corresponding electronic device? √ Yes No 2. Is there a price list for all available products and services on a corresponding electronic device? √ Yes No 3. Did you provide the warranty information that is offered by your company as per TAB 7? √ 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. Current list price books will be posted within the TCPN Portal with other pertinent documents. Members will have click-in access to the TCPN website and contract award documentation. 5. What payment methods do you accept? A. ___Check_____ B. ___EFT________ C. Credit Card Performance Capability (30 Points) 1. Did you indicate which states you can deliver to under TAB 2, Question 1? √ Yes No As multiple product lines are being offered, which ECI believes is of great benefit, it also convolutes the presentation of service locations within the 50 states. ECI wishes to focus solutions within a more inclusive environment; the southern states of California, Arizona, Colorado, New Mexico and Texas. The company has and can provide design services for integrated systems within additional states which can be executed by local certified installers. ECI is open to discussions with TCPN to provide these extended services. 2. What is the capability of your company to respond to emergency orders? After hours - 24/7/365 is part of general operating practice at ECI. Knowledgeable Staff respond to incoming after-hours calls and step through system irregularities to determine the underlying issue. ECI runs an award-winning state of the art Service Center at its’Head Quarters and Member facility operating systems can be set up to allow monitoring and operation to occur from the Center. This troubleshooting helps in the determination of the failure. Product – Manufacturer product lines represented within this response have differentiating emergency order requirements. In most instances ECI would ask for expedited freight charges to be paid by the member. Of the three major manufacturers; Delta Controls, Tridium, and Schneider Electric, only Schneider has an emergency order charge of 5% or minimum $10 charge. Service –ECI serves a vast and open state and understands the complexity in response times as they can vary greatly depending on the service area. Outside of special arrangements emergency response time is dictated by the members location and any priority service agreement, though the general rule of 4 business hours in metropolitan areas and 8 business hours or next day for rurally located members. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 4 Please explain what actions you would take. Product Actions – ECI stocks critical emergency products for Delta Controls, Tridium, and Schneider Electric. For those products not available in local stock supplies, an emergency order would be placed through the manufacturer. Service Actions – The after-hours number provides technical assistance 24 hours, seven days a week, and is staffed by experienced, systems knowledgeable personnel only. Many system irregularities can be resolved without the necessity of dispatching field technicians. If required, the caller and ECI On-call Staff make the determination of when and where a technician will be dispatched. 3. Please provide your company’ s average fill rate over the last three fiscal years. ECI only offers deliverable products and services when proposing integrated systems and solutions to members. ECI is not a product manufacturer. 1) 100% 2) 100% 3) 100% 4. Please provide your company’ s average on time delivery rate over the last fiscal year. 97% 5. 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. 6. What is your company’ s return and restocking policy? Are there any applicable fees? ECI does not request a fee to restock materials and generally holds excess supplies to be used on a future project. If the product is uncommon and the manufacturer imposes a restocking charge, the customer would be expected to cover those fees as applicable. ECI would not apply a markup to the manufacturers’fee. Delta Controls and Tridium have not charged ECI restocking fees. Schneider Electric applies a 30% restocking fee. Please provide a brief description and example. IE: A purchased item which has quick turn-around would be held in ECI stock with no imposed charge. A purchased item which requires return to the manufacturer with a 15% restock –the customer would be asked to pay the exact return fee with no markup. 7. What is your company’ s history of meeting shipping and delivery timelines? Most product lines which ECI distributes have an excellent record for on-time delivery. One exception would be Lighting distributors which ECI believes would be used in a minimal nature if at all due to the RFP scope. 8. Will your company be able to meet the one year warranty guarantee as stated on page 14 under pricing? √ Yes No ECI offers a minimum one (1) year warranty on labor and materials for construction projects. Free fee extended procurement warranties would be as dictated by the individual manufacturer product line (12 product lines included). These warranty documents have been provided within the pricing spreadsheet as requested. ECI offers extended warranties for services and products as specified. If not, please explain. 9. Did you explain your company’ s policy on customer service issues as per TAB 3, Question 15? √ Yes No 10. What is your company’ s current invoicing process? TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 4 As standard practice ECI issues progress billings on construction and retrofit projects monthly with net 30 payment terms. Progress billing usually commences after subcontractor, manufacturer invoices are received or after a month of internal charges. The exception; if a customer has established set parameters for invoicing. The Director of project deployment and Vice President of Finance meet weekly to determine that weeks’progress billing. ECI offers timely repair billing as repair services and invoicing are coordinated through the Corporate Office. Generally, service repairs and material sales are invoiced within a two-week timeline. Out-standing work orders are reviewed within two-week intervals to eliminate improper opened orders. Service Agreements can have monthly, quarterly, semi-annual or annual billing. 11. Did you indicate how your company will implement the contract as per TAB 3, Question 20, and is it appropriate? √ Yes No 12. Did you provide your Dun & Bradstreet number? √ Yes No 13. Did you provide information on your website and on-line ordering capacities as per TAB 3, Question 14? √ Yes No Qualification and Experience (20 points) 1. What is your company’ s reputation in the marketplace? ECI has an exemplary national reputation and collaborates with other Industry leaders to promote smart, clean, green initiatives. ECI President, Jack McGowan is sought after to perform speaking engagements on GridWise and intelligent building solutions. ECI staff serve on the boards of numerous Industry associations and the Company has received awards for integration and smart building expertise. Awards, contributing editorials, speaking engagements, etc.can be viewed from the ECI website at www.energyctrl.com. 2. What is the reputation of your products and/or services in the marketplace? ECI is not a manufacturer and only chooses to distribute reputable, quality products. ECI is the number 1 partner in delivering integrated services within CES (Cooperative Educational Services) which is the Company’ s main revenue stream. This is a great indicator of reputable products and services as many members are return customers where wider product scopes have developed over time as they become confident in ECI and its quality product line. 3. Does your company have past experience with TCPN and/or TCPN members? If so, please list them and their contact information (Up to five). Early awards within the CES cooperative did offer extensions within Texas through TCPN as qualifying standards were equal. ECI has not provided services under a TCPN contract, though does have an exceptional record in servi cing publically-funded entities. ECI has assisted in the preparation of Grant funding requests and provided reporting after approval. ECI has been able to adjust its reporting structure to meet member requirements and fulfilled any obligations within their entirety. CEMRC and LARP both are serviced through annual support agreements. CEMRC’ s is scheduled for renewal after warranty of a major renovation in October. Five federal, state, and local customers; 1. City of Albuquerque: Building Maintenance Supervisor; Nick Cordova (505) 768-6090 2. Carlsbad Environmental Mntrg & Res Cnr: Physical Plant Director; Bill Brown (575) 706-1831 3. FAA Albuquerque: Resident Engineer; Bob Froboni (505) 856-4337 4. Los Alamos Research Park: Grubb & Ellis Property Manager; Jeanne Brown (505) 880-7029 5. Township of Silver City: Director of Joint Office of Sustainability; Nick Sussillo (575) 519-2318 4. Did you list your key employees and their qualifications as per TAB 3, Question 6? √ Yes No TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 4 5. Did you provide the locations and sales persons who will work on the contract as per TAB 3, Question 6 & 7? √ Yes No 6. What past experience does your company have working in the government sector? Throughout ECI’ s 35 year history the company has engaged in design/build projects for publicfunded and government entities. This experience includes working on grant-funded projects which have strict reporting requirements and professional conduct standards. The company has met these standards and developed relationships which have led to continuing services. ECI’ s quality line of products opens the company to complex, integrated projects. ECI has designed BSL3 lab environments which have restricted access and the company has conducted services in a timely and concise manner. ECI has, and continues to perform services for City, County, State and Federal governments. 7. Did you provide information on working with cooperative purchasing programs as per Tab 3, Question 24? √ Yes No 8. Did you provide information on any litigation, bankruptcy, reorganization, etc. as per TAB 3, No Question 16? √ Yes 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 City/County/nonprofits entities as per TAB 6? √ Yes No Value Add (10 Points) 1. Did you submit a marketing plan as per Tab 3, Question 17? √ Yes No 2. Did you provide a national sales training plan as per Tab 3, Question 21? √ Yes No Page 31 of 43 TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 PRODUCT / SERVICES ECI has supply and distribution accounts with a large number of Industry leaders and represents multiple lines of products exclusively in order to offer our customers equipment and solutions to suit their needs and budgets. Our ability to deliver robust systems in a timely fashion combined with best value and our one of a kind support network allows ECI to be a market leader on any and all specialized systems and integrated environments. As technology trends change or widen, ECI has chose to add products and expertise to meet those needs. ECI takes pride in being a “full-circle” integrator with knowledge in system design, engineering, and the integration of specialized systems and technologies within a building or campus environment. ECI views RS Means coverage of HVAC systems and services as satisfactory and has offered no equipment pricing outside of this methodology. However, RS Means segments on controls and low voltage integrated systems is not as robust. Price List spreadsheets have been included on the following product lines. Those manufacturers identified in bold are the product lines ECI sees as most likely applicable to this RFP. ECI has certification and training outside this list of offerings and will substitute or expand product lines with TCPN approval when requested by the member. PRODUCT PRICING Proposed Product List ABB AXIS Communications Belimo Delta Controls Infinias On-Net Surveillance Sys Seesmart Schneider Electric (TAC) Silent Knight Tridium Niagra AX Valcom Video Insights RS MEANS PRICING ECI has created three pricing classifications within RS Means to be able to offer lower rates as situations allow. When using RS Means methodology for pricing, ECI will be using the following criteria: Data Release: Most Current Available Master Format: 2010 Labor type: Standard Union Location: United States, New Mexico, Roswell (882) Deliverable RS Means –Not requiring State/Federal wage rates RS Means - Requiring State wage rates RS Means - Requiring Davis Bacon wage rates LABOR PRICING Integrated, turnkey systems require a high level of staff expertise and professional skills. ECI maintains systems and technology training and certifications to meet customer needs through internal staff. These job classifications were created with energy conservation and integrated systems projects in mind. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC Job ID Job Title TAB 5 Area(s) of Expertise ECI-PM PROJECT MANAGER Coordination of Owner/Contractor communication, ECI personnel, subcontractors materials, read prints, installation, labor reporting issue warranty letter and Maintenance and Operation Manuals ECI-MVS M&V SPECIALIST Research, document and report on project measurements and verifications. PROFESSIONAL ENGINEER (PE) Electrical, Structural or Mechanical engineering, HVAC controls, solar, GSHP design and energy calculations and economic analysis. GSHP PROFESSIONAL ENGINEER Provide bore field calculations for number and depth of holes and number and size of GSHP equipment. ECI-CEM CERTIFIED ENERGY MANAGER Demonstrates high levels of experience, competence, proficiency and ethical fitness in the energy fitness in the energy management profession. ECI-CAD AUTO CAD/DRAFTING Is proficient in both Auto CAD and VISO. This person creates original drawings and changes to existing drawings. INTEGRATION ENGINEER This person has complete knowledge of all aspects of the project. To include HVAC, DDC, Products and Drawings. GSHP SPECIALIST This person has been certified in GSHP Installation and has worked with GSHP Installations. ECI-IS SYSTEM INTEGRATION SPECIALIST This person is proficient in understanding the sequence of events as specified in the project specification. This person will perform programming function for the DDC System. ECI-PME PROJECT ENGINEERING This person is in charge of all employees and subcontractors at the job site and insures that all work is done to specification. ECI-ARS AUDIT REPORTING SPECIALIST This person will create reports from information provided by the CEM. ECI-E ELECTRICIAN ECI-RT REFRIGERATION TECHNICIAN This person is has a EE-98 Licenses and performs electrical installations and repairs for EC. This person is responsible for providing maintenance and repair services of various systems/equipment larger than 25 tons of of cooling. ECI-FT FILTER TECHNICIAN This person is responsible for providing minor maintenance service of various systems/equipment under 25 tons, i.e. replacing air filters, fan belts, coil cleaning, etc. ECI-ST SERVICE TECHNICIAN This person is responsible for providing maintenance service and repairs of various systems/equipment under 25 tons. ECI-PE ECI-GSHPPE ECI-IE ECI-GSHPSP Proposal submitted in response to this RFP will address, at a minimum, the areas defined as Facility Technology Integration Building systems to be integrated include: •building automation •life safety •telecommunications •facilities management •security •energy and environmental control •HVAC TCPN # 12-29 •access control •power management •cabling infrastructure/wireless •VOIP •video distribution •video surveillance •data network •etc. Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 •lighting •building envelope Typical integration functions include, but are not limited to: •requirements analysis •interaction with Building Operations Centers •strategic systems planning •collection/manipulation of smart building component data •system configuration •configuration management and control •implementation alternatives •design-guide development •integration planning •operational training and support •system component acquisition •monitoring •component integration •reporting •testing and analysis •training of personnel and systems maintenance •managing of the systems ECI was recognized as one of SDM Magazine's Annual Top System Integrators for six consecutive years. ECIs’strength includes integration of systems into a unified Internet Protocol (IP) environment. With webbased IP Solutions customers can see interoperability through all systems bringing an expanse of functionality to building automation and enhanced building intelligence. INTEGRATION KNOWLEDGE ECI is committed to non-proprietary systems and is actively engaged with development of open standards. It is ECI’ s goal to deliver products which offer the highest quality of service. This brings design and product options to TCPN members and minimizes system limitations created by a single manufacturer product line. ECI maintains highly trained and certified field technicians and engineering staff. ECI is active in Industry technological advances and sits on numerous boards and holds memberships to Industry organizations. This knowledge offers members turnkey solutions to retrofit and repair existing FMS. ECI has experience with .Net, XMLbased and SOAP services which can be fed into a single interconnected experience. ECI offers BACnet®, Tridium™, and LonWorks™ integration which opens interoperability to a myriad of legacy building systems. The proper selection of energy-efficient mechanical equipment, lighting upgrades and DDC along with demand & supply management can substantially decrease a facility’ s energy signature. Consideration is placed on best solution to meet the project goals at hand. With offering a varied product line, ECI is able to fine-tune system design within the planning process and strategically choose components which offer the greatest advantage. There are varying levels of automation available and ECI has the experience to manufacture a system which can meet desired integration and management while considering budget constraints. ECI can update a buildings infrastructure to bring full systems interoperability and gain energy efficiency through Enterprise Energy Management. ECI possesses the ability to capture data and display it in a meaningful way to aide in decision making or offer real-time control to manage energy. DDC and building automation technology are essential, but they must be deployed with a full understanding of Smart Grid technology and system requirements. ECI is a turnkey solutions provider and can offer services ranging from energy consultant, investment-grade auditor, detailed mechanical equipment surveys, LEED design/build, CEM engineering & installation, performance contracting, measurement & verification services, monitoring, training, building automation systems service, integration, and energy management. ECI will bring to TCPN members a leader in Industry knowledge and turnkey solutions for all building automation systems. ECI takes workable, proven technologies and enhances these technologies to provide interoperability, data security and accessibility in line with customer needs. Customers can see seamless control; bringing quick response to environmental issues, situational system shutdowns, or special event temperature control. ECI utilizes BACnet® as an option for systems integration. ECI’ s ingenuity and the power of BACnet can bring functionality and enhancement features such as equipment scheduling and knowledge tools for savings measurement verification. One of the key challenges with interface to a myriad of systems; DDC, access, security, etc., is that users must support five or more software packages on any one computer. Multi-vendor systems can work as one, uniform system. By combining legacy DDC systems from multiple vendors together TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 under one unified umbrella, seamless control is possible. Customers gain interoperability of legacy HVAC systems along with other building operations for end-to-end integration of all systems. Our solutions offer cutting edge control and feature “True Building Automation Standards”. The storage and import capabilities of data within an Energy Management System can only be realized within the delivery system of the reporting, management, and access of information. The examples below are given as evidence of ECI’ s innovation and functionality experience in providing design/build integrated systems. ECI and its product Partners engage in collaborative efforts to design and customize systems for special application. IMPLEMENTATION EXAMPLE A great example of integrated systems would be the Summit at Cottonwood office building which earned the first Buildy Award for best integration project. The Buildy Awards were designed to increase awareness of the benefits to whole building integration, and to honor North American facilities that demonstrate the vision of networked building systems and strategies. This means effectively integrating a wide array of building systems and enabling operations over corporate IT infrastructures. The integration featured DDC to the zone level, access control, water-source heat pumps and a diverse set of special systems. The Summit Office Building system revealed how networking diverse systems could be accomplished: integrating legacy and new equipment with controls, unifying oversight of HVAC and life safety, along with security, data networking, IT, and even wireless access for streaming audio and video. The sophisticated system applies BACnet DDC at the boiler, cooling tower, and every heat pump. ECI performed a multi-system cost analysis and offered a guarantee on system performance, creating building efficiency and operational costs savings over the buildings life span. ECI worked in concert with the building architect to create a smart, clean, green facility. INTEGRATED SYSTEMS: Access was the first security technology integrated; yet the task was simplified by using the DDC systems’capability for access control of exterior and interior doors. The next step was to add 24/7 video surveillance for security, with pan/tilt/zoom cameras and virtual tripwire software technology. The cameras offer auto iris control along with the ability to switch from color to black and white for better nighttime imaging. This was a major enhancement in building functionality. Adding access control was straightforward because most DDC manufacturers have added that functionality to their base systems. This means the same programming tools and data protocols can be used to simplify design and installation. Adding this video security system offered much more value for the owner, but was more technically complex. Digital video recorders (DVR) were integrated to allow for migration of data up to a corporate LAN and over the Internet. The latest generation of DVR is really a server with ports for 16 cameras, a 480-gigabyte hard drive for video archival, and on-board read/write compact disk drives to offload important data. These servers can also upload data to secondary storage via the LAN and the Internet. The DVRs can detect motion in the camera view and trigger alarms but, like all motion detection, this functionality is limited and prone to false alarms. To significantly improve intrusion detection, ECI integrated sophisticated MATE security software, which was developed in Israel, and is capable of creating virtual tripwires. A virtual tripwire is a software line drawn across the camera’ s field of vision to identify, for example, a property boundary. This software can also establish protected areas, track rate of speed or direction, and perform facial recognition scans that can be integrated with access control. ECI has developed an integration that allows for camera images to be streamed via wireless high-speed Internet to tablet PCs in a police officer’ s or a security guard’ s car. This allows officers to be mobile and still receive alarms. Further, they can see intruders and track their movements, making it possible to choose the ideal moment for apprehension. With the pan/tilt/zoom function, cameras can track intruders and zoom in for close-ups that can be streamed to another location for identification. The fire technology is a tri-water system using the condenser water loop to the heat pumps for sprinklers. The fire system is not true data integration. It is a proprietary fire network protocol used when multiple panels are installed. There is a modem dial out to notify a monitoring center in the event of alarm, and there is limited data sharing via physical DDC point interface to monitor water temperature, pressure, and other conditions. ECI can provide evidence of Integration knowledge through the recently installed Fire Alarm system at Albuquerque Academy. Addressable fire panels TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 interface to communication systems through a Notification System Workstation. Standard protocols within the customized program trigger messages and alerts throughout the campus. The Summit building Ethernet LAN is the backbone for all data communications, but the Internet is the key to integration. Internet communications are implemented via T1 physical data communication lines, as well as via Wireless Fidelity (WI-FI) high-speed Internet. At Summit, Internet communication utilizes “.NET”a Microsoft solution for Web services. .NET technology enables the creation and use of XML-based applications, processes, and websites as services that share and combine information and functionality with each other by design, on any platform or smart device, to provide tailored solutions. .Net can be used to achieve such Web services as a building Internet portal. XML and SOAP services can be tailored to building managers’needs, and can be fed into a single, integrated experience. The Summit also made use of WI-FI for individual user interface via access points or hot spots for dashboard interface. WI-FI was used for point-to-point Internet protocol tunneling between The Summit and other sites. This allows Energy Control, a building tenant, to monitor, access, and assist customers with control attributes or troubleshooting. Video and data were streamed to sites over 12 miles away with a high-speed Internet connection. ECI offers Web-hosted services for customers, and is also the ISP for building tenants. Data security is important for an integration of Summit’ s scale, and it required a significant effort to address facility data protection. IPSEC or Internet Protocol Security technology with 3-DES data encryption is deployed to ensure that all interactions between the system, the dashboard, and the Web are secure. MANAGEMENT & CONTROL ECI performs facility management and security monitoring for the Summit building since its construction. ECI’ s monitoring center for customer facility management systems is located in this state of the art, intelligent building. ECI is able to provide remote management, control and system alerts through the monitoring center for customer systems. Systems established and programmed by ECI for alarm notification are generally based on alarm importance. When a priority alarm is initiated, a notification is capable of being sent to an email address, phone, text message or any combination. Low importance trouble logs or reviewed and followed up on with the customer through set guidelines. ECI’ s custom Dashboard is a tool to develop, manage, and control energy initiatives and make informed decisions on current status and future measures. ECI will evaluate member needs and select a Dashboard from one of several options including: ebiz, Delta, Tridium and others. This allows the user to control integrated systems, review energy consumption and set desired performance guidelines to determine effectiveness of energy initiatives or review cost per square foot. Dashboards are designed to monitor and control building systems from across town or across the continent. Facilities can be set to send alarms to ECI’ s monitoring center 24/7. These trouble logs are reviewed to recognize improper operation of mechanical and electrical equipment at the customer site. Through customer-set parameters ECI will take corrective actions or relay concerns to address system issues. This can be on a case by case basis or a set process for low or high level corrective action. The more robust the building automation, the more effective the results. Converting terabytes of energy and building information is a major challenge and ECI can deliver systems designed to change data into knowledge. The user can see an individual or building carbon footprint, see how weather affects the building, review equipment efficiency, etc. Easy manipulation of touch screens or monitors bring up building mechanical equipment, lighting, or temperatures and allow staff to troubleshoot problems effectively. Users are able to manage sustainability in real time with easy screen interaction. Benchmarks are established to evaluate building performance. ECI can offer members any requested parameters for reporting, monitoring and managing Facility Management Systems. ECI has experience with the installation of sub meters and sensors to TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 monitor and control building power and automated systems down to the device. ECI provides advanced analytical capability (including energy usage statistics, energy costs, and greenhouse gas emissions) that enables comparisons of historical and real time usage patterns across Facilities, Areas and equipment. This also includes the capability of tracking systematic or operational changes for buildings through an event & tasks logging/tracking database tables associated with energy usage and is mapped into trends analysis output tables and charts to help verify energy and financial impact of specific changes. e biz is the ECI term for, Energy Business Intelligence, a secure, maintained system concept that allows engineers and management secure access to every component of the organization's energy systems within each of the various buildings/facilities, and become completely accessible from a centralized location and or remotely with no added burden to the organization's IT staff, engineers or management. Technology from numerous vendors can be deployed for this function. By implementing this solution, members will utilize the continual improvement process to manage energy resources and incorporate energy management into everyday business operations and strategies. This process encompasses both the management and the technical elements of managing energy. The effective management of energy requires both to be present and integrated. The advanced "smart" meter and sensor net enables engineers to effectively "drill down and see inside the walls”of a given facility throughout the organization's multiple worldwide locations. Realtime monitoring, management and control of the unified building systems greatly enhance local engineers and managers ability to: o Monitor, measure, manage and control energy use and cost – in kW and dollars. The EEMS schedules various operations and energy usage to minimize local utility tariffs and demand charges o Monitor, manage and control equipment maintenance, malfunction, failure, downtime and other energy system equipment related matters. The EEMS will identify, detect and send alerts immediately (automatic notices by telephone, PDA, email, text, etc.), allowing for quick action and diagnosis o Model operational strategies to reduce emissions and energy usage (minimizing local utility tariffs and demand charge dynamics) IMPLEMENTATION EXAMPLE An example of an Energy Intelligence Smart Grid System would be the project at the University of New Mexico, Albuquerque. This UNM integration included two phases of a Department of Energy sponsored project, which consisted of analyzing electrical energy usage for UNM’ s Main campus, and more specifically, the Mechanical Engineering facility which utilizes thermal storage and solar energy, as well as Smart Grid technology. Thermal solar panels located on the roof feed hot water to custom, super-insulated storage tanks through a solar absorption chiller. The chiller takes 190◦F water and converts it to 42◦F chilled water which is used to cool the building. The intended purpose is to estimate the potential of the UNM campus to respond to tariffs and programs operated by the utility based upon current conditions on the electric grid by altering its energy consumption characteristics. The Enterprise Energy Management System captures near real-time energy data from 65 of the 200 buildings on the campus. EEMS converts building information data into “key performance indicators”(KPI) or knowledge tools to assess energy performance, carbon footprint and real-time building performance. UNM represents close to 2% of the local Grids total load. This system also integrates building automation systems in 15 buildings which include demand response sequences. Using these sequences UNM can alter consumption and respond to conditions on the grid based on utility programs by reacting to and predicting power consumption during high demand time periods to help meet sustainability needs (by providing power to the grid through its co-generation plant, storage of utility products, etc.). The increased level of grid-interoperability is substantial and the project will serve as a model to further technology for future smart-grid facilities. The Mechanical Engineering Building along with 14 other buildings is designed to collect energy use detail down to the equipment level. Fifty additional buildings bringing the total to approximately 4,956,172 square feet, are metered to analyze electric, steam, and chilled water use for the building. Programmable Logic Controllers communicate with MODBUS protocol through converters in each TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 building. The GridWise project consisted of sub-metering for approx 43% of the campus buildings, the software & monitoring equipment for EEMS, and software design for EEMS communication to the ME Building Automation System. UNM’ s central campus can draw approximately 20 MW of electricity at peak. Part of which is generated locally using a 6 MW gas turbine installed during a 2001 renovation at the Ford Utilities Center. The campus energy system is capable of producing electricity and recovering waste heat by producing steam. This can be used for heating or for chilled water (through absorption units) pending on the season. The co-generation plant currently meets approximately 40% of the campus electricity needs and 65% of heating needs. UNM estimates 3 MW of possible load shedding with the approximate doubling if VFD motor control and lighting control were included in each building. System load shed is estimated by analyzing electrical consumption, the co-generation plant capability heating and chilled water production, mechanical equipment systems and minimal acceptable occupant discomfort levels. Complete assessment details are available for public viewing through the US Department of Commerce; National Technical Information Service at (800) 553-6847 orders@ntis.fedworld.gov Report: SAND2002xxxx This project has been featured in articles in Industry magazines which can be viewed from the ECI website at www.energyctrl.com and has also received the Contracting Business design/build award. BUILDING ENVIRONMENTS ECI places an emphasis on creating improved building environments while lowering operating and energy costs. This is accomplished through a myriad of strategies including life cycle analyses and repair evaluations with the primary goal of producing a positive return on investment. The building envelope generally relates to a long-term ROI and is not necessarily a component of integrated system projects. An example of long term projects would be the architectural system of a building, which typically involves long paybacks due to high cost. Normally such projects are not feasible; walls, for example, are responsible for only 17% of the heat loss in a typical building. As a result, making costly upgrades to wall systems is generally not considered when choosing most advantageous energy-saving integration upgrades. IMPLEMENTATION EXAMPLE Another example of experience with integration would be Cloudcroft Middle/Elementary School. ECI has performed projects which include systems analysis, building envelope repairs, telecommunications, lighting systems, HVAC, fire protection, access control, intercom modifications and security systems. ECI was asked to analyze control issues at the Elementary & Middle School Facility. ECI was able to ascertain their main problem was due to an improperly sized boiler. ECI worked with a manufacturer to determine the most efficient boiler for the school while considering the elevation along with BTU requirements. ECI provided Prime Contractor and mechanical/electrical services to CMS for a HVAC system retrofit, plumbing, fire protection, cabling Infrastructure, and roofing. CMS was having major HVAC problems from an incorrectly designed heating system. ECI was able to correct the problems for the District. The system operates at an astonishing 90% efficiency. ECI replaced non-functioning mechanical equipment, added gym cooling, and added a Direct Digital Control system (DDC) utilizing Delta Controls BACnet®. This provides the facility operators a networked system control station to review and modify system functions and temperatures in all the schools. ECI identified roofing and plumbing issues and executed corrective repairs. The roof venting had been improperly installed at initial construction. ECI installed a VoIP (Voice over Internet Protocol) telephone system, which is enabled to call out to 911 and designated staff in case of an emergency. Fiber-optic cables run underground to provide a common link between schools. Upgrades to the fire protection system included connectivity to voice systems. This system interoperability increases staff responsiveness to all the schools. In addition ECI has also provided web-based surveillance. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 ECI assisted the School District in acquiring ARRA grant funding for a lighting retrofit for the District. Schools were re-lamped with more efficient T8 fluorescent lamps and ballasts. Gym Metal Halide lamps were replaced with LED lighting. Street-pole lights were replaced with LED lamps with backup electrical power. ECI provided monthly reporting and M&V services to EMNRD on behalf of the School District as well as the collateral documentation for funding. DESIGN APPROACH ECI provides value-engineered design/build services. System design is based on numerable factors – first and foremost, expectations of the customer on the system performance, efficiency, ease in operation, maintenance requirements, and return of investment. ECI welcomes dialog with the facility director, staff and occupants whom are most affected by the performance of the building systems. Customer design specifications can be enhanced by ECI’ s Integration experience and knowledge of smart building practices. ECI will always provide recommendations to enhance design and efficiency. The Customer must have complete satisfaction in the determined design; that it will meet expectations, deliver efficient performance and provide for future growth. Over the life cycle of a building, facility maintenance and utilities will represent the largest portion of total costs. ECI specializes in DDC systems which allow for more effective control, ease in operation and advanced troubleshooting. System design reflects ECI’ s past experience, customer expectation, and Industry technological advances that have proven results. ECI’ s business profile includes end-to-end services which present a powerful tool in designing building systems with high functionality and efficiency. This know-how has brought ECI and customers national recognition for breadth and scope of Design/Build projects. Project approach, management and arrangements culminated through years of customer relations, the Company experience in solving efficiency shortcomings, and communication skills all promote confidence in utilizing ECI for quality deliverables. CUSTOMER GOALS & EXPECTATIONS ECI welcomes dialog with the facility director, staff and occupants whom are most affected by the performance of the building systems. The determination of solutions presented to the customer is based on sound systems knowledge and advancing technology with proven results. TECHNOLOGY DRIVEN SOLUTIONS ECI staff maintain memberships in Industry Organizations and attend National Conferences and Trade Shows. ECI President, Jack McGowan often provides speaking engagements to share knowledge on advancements in smart building technology. ECI maintains employee development plans for internal and field personnel. Training and Certification goals are established for each employee. The company is committed to non-proprietary systems, and is actively engaged with development of open standards. ECI’ s CEO is co-chair of the National Institute of Standards and Technology Building to Grid Expert Working Group that is developing standards for interactions between buildings and the electric grid. PROVEN SOLUTIONS ECI provides value-engineered design/build services. System design is based on system performance, efficiency, ease in operation, maintenance requirements, and return of investment. The best form of Energy is efficiency and ECI delivers energy efficiency services within all building automation systems; delivering smart-building technology in concert with occupant comfort. This effort has a beneficial side effect — a reduction in facility operating costs. RECOMMENDATIONS The conclusion and recommendations offered to the customer are derived from a collaborative of internal and external (as deemed practical) professionals whom confer on the proposed solution. This commitment ensures the solution can meet expectations and has a basis which consists of advanced technologies, proven techniques, and quality products and services. Consulting ECI staff holds CEA, CEM, LEED and Sustainability certification and can provide consultation on smart building design and the acquisition of renewable resources. ECI has performed energy presentations to State and Federal Agencies for efficiency, energy services and smart-grid solutions and is nationally recognized as a leader in the Industry. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 5 Energy Management ECI employs certified and trained staff to commission, manage, and monitor integrated solutions. ECI has performed historical data analysis, M&V services and performance reporting on efficiency measures. This has included multi-year capture of utility consumption data, baseline determination, data analysis, ENERGY STAR tracking and program activation, emissions evaluation, and customized energy management systems. Turnover of an installation project requires the testing and commissioning of systems be performed in the presence of the customer and reflect the designed parameters. ECI finds best results are achieved when steps are taken to ensure the sharing of knowledge has been executed effectively. A long term successful project must fulfill five major objectives that will be the primary focus of design for a TCPN program. Retrofit projects must be: a. Cost Effective: A project must be cost effective to receive further consideration. Experience of the analyst and experience of the team contractors is Key in the development of measures. Value engineering begins the concept to maximize project value and minimize expense. b. Workable: Only proven technology will be considered for application. The simplest design to accomplish the function is typically the most cost effective and easiest to operate. c. Understandable: Long term understanding of what the Member is trying to accomplish and how it is to be done prevents mis-operation, which in many cases, can be counter-productive. d. Maintainable: A Design with maintenance and servicing in mind by involving operating personnel. This is very necessary to maintain peak efficiencies and generally will not add cost to a project. e. Flexible: While all the above criteria are important, one objective is the most important: System and equipment must be able to adapt to future requirements. Design cannot be created in a vacuum, as if only one measure is being implemented. Each measure or group of measures must be impacted back to the central plant to determine the overall effect of the project. Specific operational expertise and product preference will be incorporated into each design. All of the above design criteria will become part of the training program established for any project. TRAINING ECI believes proper training and maintenance is critical to the success of a project. This applies to ECI staff as well as that of the customer. ECI will assist members in performing Industry standard practices and maintenance of equipment to achieve peak performance and optimize operations. Training is a vital element of any project as it is essential to ensure that equipment operates as designed. ECI is committed to sell, deliver and provide support to TCPN and its members including extensive training and technical support services. ECI has instituted a program over the years which, encompasses comprehensive training within installation and service projects. With ECI’ s training capabilities and a comprehensive on-site project management training program, member staff will increase their knowledge and skill level in the operation of the facility’ s equipment. ECI has nationally recognized training resources that teach seminars for trade associations and private organizations as well as to direct customers. For construction installation, training occurs at time of substantial completion and includes, but is not limited to; mechanical and electrical equipment operation and maintenance, Dashboard configuration & control sequence review, and related topics. Of key importance with Service training is that this training will be scheduled at the customers’request to address any components of the service repair/retrofit. The main goal is to ensure proper operation and maintenance awareness to extend equipment effectiveness and longevity. Regular training sessions can be made an integral part of any service agreement. ECI offers support service agreements as well as full maintenance programs and follows Industry practices and manufacturer guidelines to ensure equipment longevity. PRICING OF FACILITY TECHNOLOGY INTEGRATION A Microsoft Excel Workbook defining product lines, labor rates and discounts has been included as requested. Separate spreadsheets contain individual manufacturer list price guides to minimize the size of the Master workbook. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 6 CUSTOMER REFERENCES Provide a minimum of ten (10) 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 The following Customer references present TCPN with a framework of which to evaluate ECI’ s diversity within publically-funded facilities. These references are for integrated systems product and/or services. THE ACADEMY FOR THE LOVE OF LEARNING – Santa Fe, NM Higher Education Facility Director: David Gordon; (505) 690-3131 Description of Services Years Serviced: 2011-2012 2-Yr Avg Annual Volume: $66,115 ECI designed and installed the DDC controls for a building retrofit which included the tie-in to a ground energy heat pump system, air handlers, and variable frequency drives. ECI provided a desktop monitoring station with Delta Controls software front end and graphics, VFD’ s, control valves, and air distribution equipment. The DDC system optimizes building performance through event scheduling and start/stop programming of heating & cooling equipment and air distribution. ECI also provided test and balance support and training to ALOL personnel. ECI monitors and reviews system alarms and performs maintenance on the installed equipment under a service support agreement. ALAMOGORDO PUBLIC SCHOOLS – Alamogordo, NM K-12 School District Physical Plant Director: Vance Lee; (575) 812-6015 Description of Services Years Serviced: 2002-2012 3-Yr Avg Annual Volume: $3,116,000 In the last three years ECI has converted two schools to Ground-source energy for heating and cooling and is commencing on a fifth conversion. Installation included drilling of the Ground Source Heat Pump bore field, ground-source heat pumps, direct digital controls, RTU’ s, energy recovery ventilators along with electrical and mechanical retrofits. The projects provide a heat pump with DDC control in each classroom. The ground-coupled heat pump system incorporates traditional watersource heat pumps. Key changes to the units are larger condensers to accommodate wider temperature swings on the ground loop and higher efficiency compressors. A Delta Controls DDC system using BACnet® was designed to optimize daily and annual schedules, and to ensure comfortable learning environments during normal school hours. By integrating the systems into the District Ethernet they provide knowledge tools necessary to perform savings measurement and verification. ECI has also upgraded DDC and HVAC systems within two additional schools and the Administrative complex. Sub-meters have been put in place to monitor energy at the High School. ECI has a Maintenance and Monitoring Contract on the DDC systems which ECI has installed at the District. A Performance Contract with guaranteed savings is in its eighth year. APS has requested ECI provide a proposal for full repair services for the District. CARLSDBAD ENVIRONMENTAL MONITORING & RESEARCH CENTER – Carlsbad, NM Federal Physical Plant Director: Bill Brown; (575) 706-1831 Description of Services TCPN # 12-29 Years Serviced: 1998 - 2012 Facility Technology Integration 3-Yr Avg Annual Volume: $80,000 April 26, 2012 ENERGY CONTROL INC TAB 6 ECI designed and installed a BACnet based Open Automation system using Delta™ Controls equipment in Carlsbad Environmental. The project consisted of a complete Facilities Management and Control System using “DELTA™ CONTROL”Software Front-End and Graphics package for control of AHU’ s, boilers, pumps, mixing valve, chiller, exhaust fans, perchloric acid wash down unit, and room controllers for VAV fan powered boxes with reheat. ECI also replaced reheat valves and on VAV boxes. All above controls and controllers communicate by “DELTA ORCAview”via Carlsbad Environmental Ethernet. This is a critical environment and the site contains BSL3 labs in which ECI has created negative static conditions for safety of the facility and its’personnel. ECI has provided full maintenance service and remote monitoring of the DDC automation control system. This service is scheduled to re-engage after the warranty period. As required, ECI provides repair services of chillers, pumps, invertors, air handlers, terminal units and associated hot water and cold water zone valves. CITY OF ALBUQUERQUE – Albuquerque, NM Ci t y Facilities Energy Manager: Ken Mitchell; (505) 768-5362 Description of Services Years Serviced: 2009 - 2012 3-Yr Avg Annual Volume: $36,400 ECI developed software specific to the needs of the COA to ensure smooth integration of diverse systems and enable the City to monitor and manage energy functions in order to optimize energy efficiency. This is principally an integration task that involves knowledge-based system interaction to ensure that the City is able to demonstrate the effectiveness of energy management or reduction technology. ECI has incorporated technologies such as the Transient Energy System Simulation Tool (TRNSYS) and the Global Energy Management System (GEMS) to offer the COA mechanisms in which to manipulate and analyze real time energy use. The Alvarado Transportation Terminal and Plaza del Sol will be the first facilities to gain from this collaboration. The goal is for COA to see their carbon footprint and take measures in real time to reduce their energy consumption. ECI’ s knowledge of full system integration lends itself to creating ever more efficient means of controlling building automation systems. By inclusion of a Demand Response program event, building operators or their automated control systems make adjustments to building operations with the goal of reducing the building’ s electric load during times of the electric system’ s peak electric usage and peak cost cycles. Smart Grid sequences create optimal building operation. ECI installed a Delta Controls direct, digital control (DDC) system to create easy functionality and system responsiveness. The existing mechanical system useful life was weighted against efficiency capabilities to determine what offered the best return on investment to the City. Determinations were in keeping with expectations of energy reduction goals. The use of Variable Frequency Drives (VFD’ s) on supply and return fans offered a great return on investment to the City. Along with other efficiency efforts such as curbing fan use during peak cost cycles and better insulated windows, the City can use measurement and verification data to confirm their efforts have materialized into real savings. Acting on behalf of the City of Albuquerque, ECI established interconnection to the local utility meters and installed sub-meters with a BACnet interface. ECI engineers created points to tie the Delta Controls BACnet into the existing automation system. CITY OF TALLAHASSEE – Tallahassee, FL Ci t y Project Coordinator: Linda Nelson; (850) 325-6505 Description of Services Years Serviced: 2011 - 2012 2-Yr Avg Annual Volume: $87,500 In partnership with the City of Tallahassee, Honeywell, EarthSTEPS and Akuacom, ECI has provided integration tools to create automated demand response (ADR). The project plan is to implement ADR within anywhere from sixty to one hundred City buildings. The platform of choice is TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 6 the Tridium JACE 200 Express. The intent is to provide an 8 mega-watt reduction in electrical consumption during critical high-demand periods to meet City sustainability needs. ECI provides configuration and bench-testing of the JACE systems before the actual installation occurs. This process was established to streamline the actual system implementation in which the JACE will be enabled to communicate with the building automation system to respond to set shed sequences. It will also be tied to ECI’ s monitoring network in Albuquerque, NM to allow for remote management and verification. Products & Solutions: LEED design/build, Tridium JACE 200 Express, enabled communication to BAS Systems, 24/7 electronic monitoring, system training and maintenance. FAA – Albuquerque, NM Federal Resident Engineer: Bob Froboni; (505) 856-4337 Description of Services Years Serviced: 2005 - 2012 3-Yr Avg Annual Volume: $131,000 ECI has furnished and installed system modifications and extensions to the FAA “TAC-CSI”Facilities Management System. This includes replacing associated conduit, adding new sensors and relays for Air Handlers, I-Net SEVEN software upgrades, a new monitoring station and tie-in to existing “TACCSI”Facility management System via the facility Ethernet backbone. ECI has performed three, separate modifications within the last three years. LOS ALAMOS RESEARCH PARK – Las Alamos, NM Co u n t y Property Manager: Jeanne Brown; (505) 880-7029 Description of Services Years Serviced: 2002-2012 3-Yr Avg Annual Volume: $82,000 ECI provided system evaluation of chilled water systems. Over the years the facility had added equipment which placed strain on the existing chiller where it could no longer manage required loads. ECI resized and installed a new chiller to meet demands. This included the recovery of refrigerant from existing chiller, the disconnect, removal and disposal of existing chiller, the installation of new chiller and reconfiguration of systems to operate with the new chiller. ECI performs quarterly preventative maintenance of chillers, pumps, air handlers, air terminals and full maintenance and remote monitoring of DDC automation controls. Repair services are provided on all equipment. NEW MEXICO STATE UNIVERSITY – Las Cruces, NM Higher Education Physical Plant Director: Patrick Nelson; (575) 646-7306 Description of Services Years Serviced: 1976-2012 3-Yr Avg Annual Volume: $164,000 ECI has installed HVAC equipment and Schneider Electric control systems at a number of the campus buildings and currently provides DDC and Tridium products to the certified technicians at NMSU. ECI does provide installation services at the Corbett Center including direct, digital controls and graphic design with integration to existing systems as well as trouble-shooting and general service. SANTA FE PUBIC SCHOOL DISTRICT – Santa Fe, NM K-12 School District Director of General Services: Paul Baca; (505) 467-3402 Description of Services Years Serviced: 2003-2012 3-Yr Avg Annual Volume: $2,858,000 ECI has a long-standing relationship with the District and provides building automation services pertaining to Energy, HVAC maintenance, consulting & repair, fire alarm inspections, security system TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 6 monitoring and system integration services. Installation projects within the last three years have included special systems and ground-source heat pumps for a new school, HVAC system retrofits and DDC modifications at 14 schools, access controls, intercom, fire and burglar alarm modifications, and the addition of surveillance cameras within 15 schools. ECI is currently installing sub-meters at the Amy Biehl Community School to monitor energy. ECI designed a custom dashboard for the energy manager and touch-screen monitors for learning tools and community interface. The Santa Fe Public Schools uses Delta Controls BACnet® Integration. A BACnet® Testing Laboratory (BTL)-listed system is applied across the district. At the district office, the system optimizes control of heating and cooling, and is part of a fully redundant computer room airconditioning system. A web-based interface monitors critical computer room conditions, while a controller provides temperature control and lead lag on the units to maintain this critical environment and avoid downtime due to environmental conditions. Even more importantly, this controller allows for interface via Ethernet, which makes it possible to communicate over the district network. The BTL ensures that devices conform to the requirements of the applicable standard device profile and lists products. By specifying the standard device profiles, it is possible for multiple vendors to compete for future projects. ECI has maintenance contracts with SFPS to clean cooling towers, monitor HVAC and DDC systems, maintain and service/remote monitor HVAC and DDC systems, maintain boilers, and additional special systems care. UNIVERSITY OF NEW MEXICO – Albuquerque, NM Higher Education Area Manager: Joel Straquadine; (505) 277-3391 Description of Services Years Serviced: 1976-2012 3-Yr Avg Annual Volume: $845,000 ECI, through the use of Delta Controls Systems, has been the premier supplier of mechanical control systems at UNM over the last thirty-five years. ECI performs ongoing engineering analysis of mechanical systems and identifies opportunities for optimization, improvements in the learning environment, and energy cost savings. ECI provided network integration services to UNM, which allowed for central and remote monitoring via Web Browser of systems that are interfaced to the Ethernet Fiber Optic Campus Network. UNM uses BACnet® technology from two manufacturers. UNM had legacy systems from seven manufacturers and a metering system. These systems are being integrated with BACnet® throughout the campus. ECI worked with UNM’ s networking team to assign IP addresses to controllers and build in data security. The campus also has integrated energy generation with classroom comfort. This technology incorporates a BACnet® system for energy efficiency with solar as the source of renewable energy. With BACnet/IP-based enterprise energy management, the system monitors building conditions and solar generation. In the last three years ECI has engaged in 17 renovations at the UNM Albuquerque campus. ECI installs fully operational extensions to the campus Facilities Management System (FMS) including Delta Control System Orcaview™ Software Front-End and Graphics package for control of new HVAC equipment. Projects vary in scope with the inclusion of VFD’ s and distribution systems. COUNTY OF SONOMA, Santa Rosa CA Co u n t y ECI’ s business affiliate, Aircon Energy which is based in California, performs 90% of its projects for publically-funded customers. Project case studies can be viewed at www.airconenergy.com. The Sonoma project included energy reduction retrofits to automation and controls – chillers, boilers and central plant equipment, air distribution systems, detention flush control, water conservation, and lighting systems. The case study can be found in the Appendix under TAB 10. Aircon Energy would be utilized as a partner in projects performed within California. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 7 PRODUCT / SERVICES No additional Volume Discount RS MEANS PRICING METHODOLOGY Percent of RS MEANS Deliverable RS Means –Not requiring State/Federal wage rates 109% RS Means - Requiring State wage rates 109% RS Means - Requiring Davis Bacon wage rates 113% PUBLISHED PRICE LIST METHODOLOGY Manufacturer / Product Line Multiplier Manufacturer / Product Line Multiplier ABB Variable Frequency Drives .84 Axis Communications .96 Belimo .59 Delta Controls .64 Infinias Access Control .94 OnSSI .96 Schneider TAC I-Net & Vista Controls .84 SeeSmart LED Lighting .96 Silent Knight Fire Alarm .88 Tridium Niagra AX .79 Valcom Intercom .84 Video Insights .84 LABOR RATE PRICING METHODOLOGY Area(s) of Expertise Regular Hourly Rate Percent of TCPN Discount TCPN Hourly Rate PROJECT MANAGER Coordination of Owner/Contractor communication, ECI personnel, subcontractors materials, read prints, installation, labor reporting issue warranty letter and Maintenance and Operation Manuals $95.00 5% $90.25 ECI-MVS M&V SPECIALIST Research, document and report on project measurements and verifications. $55.00 5% $52.25 ECI-PE PROFESSIONAL ENGINEER (PE) Electrical, Structural or Mechanical engineering, HVAC controls, solar, GSHP design and energy calculations and economic analysis. $110.00 5% $104.50 ECI-GSHPPE GSHP PROFESSIONAL ENGINEER Provide bore field calculations for number and depth of holes and number and size of GSHP equipment. $110.00 5% $104.50 ECI-CEM CERTIFIED ENERGY MANAGER Demonstrates high levels of experience, competence, proficiency and ethical fitness in the energy fitness in the energy management profession. $95.00 5% $90.25 ECI-CAD AUTO CAD/DRAFTING Is proficient in both Auto CAD and VISO. This person creates original drawings and changes to existing drawings. $58.00 5% $55.10 INTEGRATION ENGINEER This person has complete knowledge of all aspects of the project. To include HVAC, DDC, Products and Drawings. $95.00 5% $90.25 Job Class ID ECI-PM ECI-IE TCPN # 12-29 Job Title/Position/Service Facility Technology Integration April 26, 2012 ENERGY CONTROL INC Job Class ID ECI-GSHPSP Job Title/Position/Service SYSTEM INTEGRATION SPECIALIST ECI-PME PROJECT ENGINEERING ECI-ARS AUDIT REPORTING SPECIALIST This person is has a EE-98 Licenses and performs electrical installations and repairs for EC. ELECTRICIAN This person is responsible for providing maintenance and repair services of various systems/equipment larger than 25 tons of of cooling. This person is responsible for providing minor maintenance service of various systems/equipment under 25 tons, i.e. replacing air filters, fan belts, coil cleaning, etc. ECI-RT REFRIGERATION TECHNICIAN ECI-FT FILTER TECHNICIAN ECI-ST SERVICE TECHNICIAN TCPN # 12-29 Area(s) of Expertise This person has been certified in GSHP Installation and has worked with GSHP Installations. This person is proficient in understanding the sequence of events as specified in the project specification. This person will perform programming function for the DDC System. This person is in charge of all employees and subcontractors at the job site and insures that all work is done to specification. This person will create reports from information provided by the CEM. GSHP SPECIALIST ECI-IS ECI-E TAB 7 This person is responsible for providing maintenance service and repairs of various systems/equipment under 25 tons. Facility Technology Integration Regular Hourly Rate Percent of TCPN Discount TCPN Hourly Rate $85.00 5% $80.75 $95.00 5% $90.25 $95.00 5% $90.00 $65.00 5% $61.75 $85.00 5% $80.75 $85.00 5% $80.75 $58.00 5% $55.10 $75.00 5% $71.25 April 26, 2012 ENERGY CONTROL INC TAB 7 PRICING Electronic Price Lists •Respondents must submit products, services, warranties, etc. in price list. •Prices listed will be used to establish the extent of a manufacturer’ s product lines, services, warranties, etc. that are available from a particular bidder and the pricing per item. •Electronic price lists must contain the information requested in Tab 4. •Media submitted for price list must include the respondents’company name, name of the solicitation, and date on CD, DVD or Flash Drive (i.e. Pin or Jump Drives). •Please submit price lists and/or catalogs in electronic form only. Not to Exceed Pricing •TCPN requests pricing be submitted as not to exceed for any participating entity. •Unlike fixed pricing the awarded vendor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted for solicitation. •Vendor must allow for lower pricing to be available for similar product and service purchases. ECI has attached two electronic media files - Energy Control Inc TCPN #12-29 04-26-2012 FACILITY TECHNOLOGY INTEGRATION Electronic Price Lists which include pricing for products and services as requested. Upon opening the file the following electronic files will appear: 1. Integration_ECI Vendor Pricing 4-26-12 (folder) this folder contains twelve (12) Excel workbooks containing each, individual product line price list showing the TCPN member costs 2. Integration_ECI Pricing_4-26-12 (Microsoft Excel File) this workbook serves as the master file and contains (1) worksheet for RS Means pricing, (1) worksheet for the Labor price list with TCPN discount, (1) worksheet with a Vendor list indicating the TCPN discount, and twelve (12) worksheets containing vendor policy and warranty documentation. Also included on electronic media files are two complete bid responses which contain electronic pricing: Energy Control Inc TCPN #12-29 04-26-2012 FACILITY TECHNOLOGY INTEGRATION Electronic Bid Response All pricing submitted is Not to Exceed (NTE). ECI will allow for lower pricing on similar Product and Services as with all established pricing lines contained herein with TCPN approval. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 8 VALUE ADDED Please include any additional products and/or services not included in the scope of the solicitation you think will enhance and add value to this contract for TCPN participating agencies. TURNKEY SOLUTIONS ECI brings the expertise of an award winning premier energy service provider and system integrator to TCPN. ECI offers solutions for building systems with the experience and knowledge to provide enhanced functionality from an award-winning turnkey systems integrator. TCPN members will see interoperability of legacy HVAC and other systems along with end-to-end integration of all building systems. Our solutions offer cutting edge control and feature “True Building Automation Standards”. As a non-proprietary systems provider, members are not subject to a single-source product and can choose the best solution for a given situation. ECI is actively involved in Industry advances in Smart Grid solutions and speaks nationally on this topic. ECI is building champion for the Galvin Electric Initiative and as their representative has worked with the State of New Mexico on the states’Green Grid Initiative. ECI is distributor to Delta Controls, Tridium, and Schneider Electric, and can offer integration solutions through multiple vendor relationships. Customers’benefit from this multi-vendor and building solutions knowledge for design/build, facility management, and support services. ECI performs system integration which is integral to reducing a facility’ s energy consumption by optimizing building performance and creating the building blocks for an efficient, effective, smart building. ECIs’ strength includes integration of systems into a unified Internet Protocol (IP) environment. With web-based IP Solutions customers see interoperability through all systems bringing an expanse of functionality and intelligence within building automation systems. ECI offers the inclusion of energy, HVAC, digital temperature control, security & access systems, lighting control, fire protection, Ethernet & Internet networks, information technology, clocks, intercom & telecom communications with other building systems, as well as Smart Grid/Demand Response integration. This collaboration is accomplished through premier integration using standards such as BACnet® and LON™ or Information Technology standards such as XML. RENEWABLE SERVICES The Company has extensive experience conducting life cycle cost analysis and turnkey installation of onsite generation systems such as thermal and photovoltaic solar and ground-source heat pumps. ECI offers feasibility studies for efficiency measures, the design of sustainability solutions and the installation of smart grid technology. Reducing energy consumption and cost is one of the primary objectives in building intelligence and ECI is a capable, experienced provider. Ground-source heat pumps are among the most efficient, environmentally friendly sources of heating and cooling available and ECI has a 10-year history in their design and installation. These projects have included the integration of DDC controls to optimize building performance and provide easily, accessible control and management. Upgrading building systems to find energy savings from efficiency and create sustainability is all part of an ECI solution. LEED SERVICES ECI can assist with many of the prerequisites for LEED projects. An example would be the Amy Biehl at Rancho Viejo Community Elementary School located Santa Fe, New Mexico. Amy Biehl is a LEED Silver School working toward LEED Gold. ECI provided design services for the ground-source heat pump system that was used for the heating and cooling system. The GSHP is a closed loop system and reduces natural gas usage, water usage, air pollution and maintenance. Since ECI had a LEED accredited Engineer, the school was able to gain points. The Direct Digital Control System also helped with LEED points because it optimizes energy performance. During the drilling of the bore field for this project, a Koi pond was constructed to prevent any waste leakage and the water was reused in the drilling process. ECI’ s collaboration with customers assures they are receiving both innovative and proven technologies. ECI’ s goal is to provide design-assist or turnkey services to improve customer projects; whether for mechanical equipment, efficiency, or renewable energy resources. ECI personnel are active in ASHRAE (American Society of Heating, Refrigeration and Air Conditioning Engineers and AEE (Association of Energy Engineers at both the local and national levels. This participation provides ECI knowledge of Industry advances and awareness of new standards to maintain and update professional skills. SUSTAINABILITY SOLUTIONS ECI is applying demand response and energy storage techniques to existing building automation systems to create sustainability. The Company audits building TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 8 infrastructure and has the knowledge and experience to apply techniques which increase a buildings’ effectiveness. All these value-added solutions can mean substantial energy reduction which is created through integration and can help curb high energy costs. TCPN # 12-29 Facility Technology Integration April 26, 2012 VALUE-ADD EXAMPLES OF PROJECT ADD COMPANY PRESS Southwest Energy Control Inc. Smarter Energy Usage Produced by Mike Armstrong & Written by Eric Gundberg There is no doubt that energy is a topic of continuous, sometimes contentious debate in the United States. Oil prices rise ever higher, fracking gives the future of natural gas pause, coal sparks conversation on pollution, and the recent tsunami in Japan highlights potential issues with nuclear power. There is one company in the U.S., however, that is at the forefront of a movement within the industry to make the nation’s energy consumption more efficient, and therefore put less stress on fossil fuels. That company is Energy Control Inc. (ECI), headquartered in Rio Rancho, N.M., with a branch office in Las Cruces. ECI was founded in 1976, and under the leadership of President Jack McGowan the company has been providing energy engineering and building control services since its inception. In the past three-plus decades the company has become a premiere, comprehensive integrator of environmental comfort, security/access control, microgrid and intelligent building technology. It provides its clients with technology-driven design-build solutions for commercial buildings, educational institutions and government and industrial projects. The company specializes in the management and integration of building automation systems. In 2010 ECI became a part of the Denver, Colo.-based OpTerra Energy Group, which uses its combined regional resources to provide clean energy conservation options to key markets. OpTerra’s best practices fall in line with what has always been a core focus of ECI, acquired because the company is already a market leader. 82 82| | USBuildersReview Summer 2011 Edition I “We’ve created a business model around energy-related projects. We design-build our projects and we work with third-party financing to make those projects a reality,” explains McGowan. “Our vision going forward is that the energy element in the commercial building industry is in a significant state of change. We are at the forefront of implementing smart-grid activities.” Doing Laundry While You Sleep A smart grid, for those that aren’t familiar with the term, is an intelligent monitoring system that analyzes and keeps track of the electricity demands flowing between energy generators and consumers. It has the capability to efficiently and intelligently integrate renewable electricity, like wind or solar, as well. Using information gathered on the times and amounts of system behavior, administrators can automate multi-building facilities to shut down non-essential machinery during peak hours, among many other functions. For example, in a university residential complex washing machines could be set to only operate during off-peak hours. This results in a reduced economic and environmental impact, as well as an improvement in system reliability, quality and security. McGowan acts as Chairman Emeritus of the Department of the Energy GridWise Architecture Council, a committer of industry leaders whose goal is to bring technology standards and national attention to the smart grid, which McGowan believes to be a major facet of the energy industry’s future. “John Chambers, the CEO of Cisco [a $40 billion company] said he thinks that smart grids are going to be even bigger than the Internet. The key to a smart grid is that you have to understand buildings. We do basic types of energy-efficiency projects, like changing overhead lighting to LED [Light-Emitting Diodes] and high-efficiency HVAC systems, but we want to bundle that all together so the building operates more efficiently as a whole,” reveals McGowan. ECI’s overriding business philosophy is to develop long-term relationships through offering organizational effectiveness that reduces energy costs for clients. This is done by taking into account how entire facilities can be managed through LAN and Ethernet connections, allowing everything from security and and alarm to lighting and HVAC to be more efficient solutions to the problem of how to optimize building performance and minimize carbon footprint. Designing and deploying Leadership in Energy & Environmental Design (LEED)-minded technologies for safe and comfortable environments, ECI is a driving force that can increase efficiency across an entire campus. ECI’s commitment to redefining how energy is managed in this country has drawn the company praise from like-minded companies. For example, Ashcraft Mechanical Inc. worked with ECI on a ground-source heat pump system during construction of the Amy Biehl school in Santa Fe, N.M., and Ashcraft’s Tim Gormley applauds ECI’s efforts to lead new technology adoption. “They’re redefining the market … being at the forefront of design considerations, and taking that through the practical applications,” he says. “They’re active at a regional and national level, participating in forums at an international level and putting concepts into action. As they get acceptability of the systems they are recommending, we are evolving our technical abilities to be able to implement those concepts.” Award-winning Project ECI has worked on projects from coast to coast, but a recent project the company completed at the University of New Mexico (UNM) in Albuquerque, N.M., has been generating a lot of press. The university is one of Public Service Co. of New Mexico’s (PNM) largest consumers of energy, so the university, PNM and ECI collaborated on a project that would tie all of UNM’s 200-plus buildings onto a smart grid. “UNM provided us with an ideal smart-grid test case, because it already had so much smart technology in place, and it has some solar systems and natural gas generators that can produce more than six megawatts of electricity on campus,” McGowan was quoted as saying. ECI helped UNM assess and upgrade smart technology on campus and helped build the web portal that integrated the monitoring system with PNM’s computers. The design-build project leveraged the existing technologies with new technology and the Internet-based monitoring. Southwest An “energy business intelligence tool” from Hunt Energy IQ, called GEMS (Global Energy Management and Sustainability), provides full information for over 100 buildings on campus and is reported in real-time. Energy data from 84 other buildings is reported in 20-minute intervals and can report current energy consumption or cost-persquare foot. “This system provides an intuitive management tool for building owners to understand the impact of energy and to provide for real-time management of building performance,” McGowan told a local journal. “The system also integrates multiple BACnet [Building and Automation Control network] and legacy automation systems to provide seamless interface to building operations. This smart campus can use this tool to manage energy use, energy cost, and its carbon footprint.” This project, which was awarded Contracting Business Journal’s 2009 Project of the Year Award, stands as a notable example of ECI's fundamental approach toward funding projects. “After the markets melted down, funding became a very big issue for us and everyone else in the industry,” explains McGowan. “We went back to our core, which is finding a third party to provide the financing. The UNM project was funded by the Department of Energy and PNM. Our goal on every project is to have a self-funded project with no money upfront and we provide our customers with a revenue stream from the energy savings.” McGowan, a renowned author published regularly in industry magazines and websites such as ASHRAE and Automatedbuildings. com, continues to lead ECI in its initiatives to implement 86 86| | USBuildersReview Summer 2011 Edition I and bring attention to smart energy practices. Focusing on projects that deliver quality performance and high-efficiency systems functionality, resulting in a sound investment for all clients, Energy Control Inc. continues to lead the way in combining current technologies to alleviate the impact of buildings on the energy crisis. • Oct 1, 2009 12:00 PM Smart People, Smart Grid By Ron Rajecki, Contributing Editor An intelligent energy system at the University of New Mexico proves electric systems ystems can be designed to be more reliable and efficient. Should there ever come a time when cities of the future are powered by “smart grids,”projects such as one undertaken by Energy Control, Inc. (ECI), at the University of New Mexico (UNM), will be looked upon as one that led the way to that future. For the present time, we gladly award this project with a 2009 ContractingBusiness.com Design/Build award. The University of New Mexico smart grid leverages smart buildings, smart meters, thermal storage, renewable energy, and distributed generation. For those not familiar with the concept of the smart grid, Jack McGowan, CEM, CEO of ECI, is happy to provide a brief primer. After all, he was a founding member of the U.S. Department of Energy GridWise Architecture Council, and served as its chairman for two years. “August 14, 2003, when the eastern seaboard of North America went dark, was a significant date in electric industry history that captured the attention of both the he media and Capitol Hill,”McGowan says. “It quickly became evident however, that the blackout was a symptom of a much larger problem, which many have begun calling the ‘energy perfect storm.’This problem begins with an aging electric infrastructure that has not had major technological advancement in a nearly a half century. It is exacerbated by a U.S. Department of Energy (DOE)-projected projected 40% increase in electric demand over the next 20 years that will cost utilities a projected $3 trillion. That includes the impact of cap and trade, which is part of the third element of this perfect storm: climate change.” Thus was born GridWise™, an initiative created under the DOE Office of Electricity and Energy Reliability. The focus of GridWise is on stimulating stimulati the development and adoption of an intelligent energy system, or smart grid, to make the U.S. electric system more reliable and efficient. UNM was an ideal site for a GridWise project because of ongoing technology investments the university had made. UNM UN had built a mechanical engineering building in the 1980s equipped with solar thermal and thermal storage, but the systems had fallen into disrepair and were not operating. In fact, Andrea Mammoli, Ph.D., associate professor of engineering at UNM, stepped up to lead a team of academics and facility engineers to work with ECI on the design and construction of this project. The university had also invested in a smart meter system, a district heating and cooling plant with power generation capability of eight megawatts of combined heat and power, and numerous automation and integration technology projects over several decades. The advent of smart grid, according to McGowan, presented an opportunity for a truly cutting-edge cutting Design/Build energy project, and the ultimate Green Building system. Using this rationale, ECI was successful in acquiring around $600,000 in prepre stimulus DOE funding, partially matched by UNM Corporate Offices 505 890 2888 Las Cruces 575 521 3104 2600 American Rd, SE #360 Rio Rancho, NM 87124 1401 Don Roser Ros Dr, #E-1 Las Cruces, NM 88011 Using technology to improve the use of energy and create a better environment Contracting Business October 1, 2009 12:00 PM and the state. “This was a perfect example of the type of design/build shovel-ready ready projects sought under the American Reinvestment and Recovery Act,”McGowan says. This Design/Build energy technology project leverages existing technologies that have been implemented at UNM, with new technology and Internet-based web services. “This unique Design /Build project leveraged wide ranging relationships and skills,”according to McGowan. “ECI has had a strong presence in building automation and in the smart grid market since its inception. We recognized the connection between smart buildings and smart grid, rid, and saw how this market offered explosive opportunity for design build solutions that blend automation, system integration, mechanical/renewable energy systems, and efficiency.” An Intuitive Tool to Understand Energy Use This Design/Build energy technology project leverages existing technologies that have been implemented at UNM, with new technology and Internet-based based web services. The project touches many campus buildings with automation, metering and integration. In addition, an “energy busines business intelligence tool”from Hunt Energy IQ, called GEMS (Global Energy Management and Sustainability) provides full information for more than 100 buildings. Energy data from the mechanical engineering building is reported in real realtime through an integration using Tridium Java Application Control Engine (JACE) and Delta Control technology. Energy data from 84 other buildings is reported in less than 20-minute intervals and can be displayed in key performance indicators such as energy consumption or cost per square foot. “This system provides an intuitive management tool for building owners to understand the impact of energy on their business and to provide for real-time manage of building performance,”McGowan says. “The system also integrates multiple BACnet and a legacy automation systems to provide seamless interface to building operations. This smart campus can use this tool to manage energy use, energy cost, and its carbon footprint.” Jack McGowan: Smart buildings use energy in a clean and efficient way, to become green buildings. ECI worked with Hunt Energy IQ, and Delta controls to deploy a seamless BACnet integration between the BACnet systems in more than a dozen campus buildings and GEMS. A similar integration was executed between Tridium JACE and GEMS to t access Btu energy data from systems that pick up this data from industrial controls on HVAC. The project deploys automated demand response. This integrates utility systems with home and building control and energy information systems. Technical development ent and software programming at each customer's site may include a smart thermostat or a building automation system programmed to shut down equipment and reduce electrical demand if it receives a signal to do so. Or, the thermostat will signal a start-up start of the CHP system to generate power on campus when the utility grid can't keep up with demand. “The UNM project was designed to show how this level of performance data could be combined with automation and energy technology to provide a new generation of smart green building. We believe that smart buildings use energy in a clean and efficient way, to become green buildings,”McGowan says. Corporate Offices 505 890 2888 Las Cruces 575 521 3104 2600 American Rd, SE #360 Rio Rancho, NM 87124 1401 Don Roser Ros Dr, #E-1 Las Cruces, NM 88011 Using technology to improve the use of energy and create a better environment Contracting Business October 1, 2009 12:00 PM The site's “ultimate”green building is — not surprisingly — the mechanical engineering building. As part of this project, ECI's team rebuilt the solar thermal system with vacuum tube collectors and 400,000 gallons of thermal storage in the building. The project completely upgraded the system, added a 200-ton absorption chiller, and connected the building to the campus chilled water loop. As a result of the work in just this one building, the project can actually take the entire building “off the grid”for cooling, with the exception of some fan and pump loads. Centennial Engineering, the newest building on campus, was designed for optimum energy performance including a connection to the thermal storage loop from the mechanical energy building. “The total campus project shows the next generation of smart building/smart grid strategies for energy management and load management, to support the power grid. It provides a great example of optimized Design/Build delivery,”McGowan says. technology. “One of the things I really enjoyed about working with ECI is that doing practical things like this on buildings and energy systems really fires up students,”he says. “There are a lot of students that are really interested in this topic, and I think the interaction with ECI has been instrumental in sparking that interest. This is where the people who are going to be doing this type of work in the future are going to see it.” Inspiring Future Generations Mammoli says working with McGowan and the team from ECI has helped him see the real-world, practical applications of the theories that underlie the smart grid. And while no one really knows exactly what a city-wide smart grid is going to look like, or how it will ultimately function, putting one on a college campus is the right thing to do. “The campus is like a small city, so it's very exciting to look at the potential of smart grids, and to think that someday we'll say this is one of the places where it all started,”Mammoli says. Mammoli is not the only one excited by the PRODUCT KEYS TO SUCCESS: Winner at a Glance: COMPANY: Energy Control, Inc., Albuquerque, NM PROJECT NAME/LOCATION: Smart grid project, University of New Mexico, Alb., NM TOTAL MECHANICAL SYSTEM COST: $1.2 million Hunt Energy IQ GEMS web service Delta Controls DDC control for 26 buildings with HVAC and energy control Tridium Java application control Engine (JACE), Green JACE, Vykon, and AX integration components Cimetrics BACnet-to-SOAP interface for web services; vacuum tube solar collectors for solar thermal hot water Yazaki 200-ton absorption chiller for solar thermal cooling Samsung touch screens for web interface Corporate Offices 505 890 2888 Las Cruces 575 521 3104 2600 American Rd, SE #360 Rio Rancho, NM 87124 1401 Don Roser Dr, #E-1 Las Cruces, NM 88011 Using technology to improve the use of energy and create a better environment A December 2002 • Vol 27, No 12 Publication ENERGYUSERNEWS ENERGY MANAGEMENT FOR THE COMMERCIAL, INDUSTRIAL AND INSTITUTIONAL MARKETS BEST EDUCATION PROJECT: Albuquerque Academy PRESENTED TO: Energy Control Inc. (ECI) Albuquerque Academy is one of the most respected Educational Institutions in New Mexico and a nationally renowned College Preparatory School. The Academy was founded in 1955 and its’ campus consists of 19 facilities situated on a 312-acre campus near the foothills of the Sandia Mountains A campus wide energy project has produced dramatic savings for the Albuquerque Academy. This $2,000,000 project included engineering, design and installation of a new high-efficiency chiller and plate-to-frame heat exchanger to allow for cooling via the cooling tower. In addition, Energy Control Inc. installed 5 new high-efficiency boilers, performed lighting retrofits in 19 buildings, and completed campus-wide automation. The automation system has also been expanded to integrate Security for Access Control and Web-based Video Surveillance and monitoring, as well as fire annunciation. Energy Control Inc. is an Energy Service Company and System Integrator specializing in technology-based, financially driven solutions to enhance comfort, reduce utility and operating costs and make campuses safe and secure. Energy Control Inc. P.O. Box 6907 Albuquerque, New Mexico (505) 890 2888 www.energyctrl.com STRATEGIES SMALL BUSINESS AUG. 31 – SEPT. 6, 2007 │ NEW MEXICO BUSINESS WEEKLY newmexico.bizjournals.com 11 Energy Control grows profits with smart building BY KEVIN ROBINSON-AVILA NMBF STAFF Jack McGowan is helping to create a completely new paradigm in the world of building management. As chairman of the national GridWise Architectural Council, McGowan is contributing to the design of a national strategy to cut energy waste in buildings across the board while strengthening the country’s electric grid. In the process, McGowan is generating a lot more potential business for his New Mexico firm, Energy Control Inc. (ECI), which designs “smart buildings” that run more efficiently with less energy. This fall, McGowan expects to sign ECI’s first out-of-state contracts since the business launched in 1975. “We’re a New Mexico company that focuses on the New Mexico market but, as a result of my work at the national level, we’re being approached by large companies that want to use our services,” McGowan says. “We’re poised to expand outside New Mexico for the first time. That’s a major milestone for the company.” Even without leaving the state, ECI has earned a glowing reputation nationally thanks to its success in redesigning buildings around New Mexico. The company has received two national “Buildy Awards” since 2004 for its smart-building designs from Builconn, an organization that promotes fully integrated buildings. SDM Magazine, a trade publication, consistently recognizes ECI as one of the Top 100 System Integrators in North America. McGowan himself was admitted to the International Energy Managers Hall of Fame in 2003 by the Association of Energy Engineers. “He’s a national leader on the issue of energy efficiency,” says Mayor Martin Chávez. “He commands respect in this industry.” Karen Cook, president of the sustainable economic development consultancy EECOM Inc., says McGowan has been a driving force in Albuquerque efforts to promote green buildings. “He’s working nationally to connect smart grids with smart buildings, and to bring that initiative to New Mexico,”Cook says. “Under Mayor Ch ávez, Albuquerque is becoming a national leader in the sustainable energy arena, and Jack has contributed a lot to that.” McGowan is the only New Mexican appointed to the 13-member GridWise Council, which the Department of Energy formed in 2003 after rolling blackouts occurred on the East Coast. The Council aims to draw government and industry together to create an “intelligent” national grid that can broker energy supplies based on customer need, strategically targeting delivery shutdowns when the grid is overloaded. For that to work, buildings across the board must become more energy efficient, with fully integrated computer controls that allow managers to easily redirect scarce resources as needed. Corporate Offices 505 890 2888 2600 American Rd, SE #360 Rio Rancho, NM 87124 With McGowan’s help, the DOE has granted $600,000 for a pilot-demo project at the University of New Mexico that will use a solar energy system to save electricity and allow Public Service Co. of New Mexico, at times, to take an entire building off the grid. “With smart buildings and an intelligent grid, PNM can look at customer demand for energy to more efficiently distributed electricity,”McGowan says. In April, with encouragement from McGowan, Ch ávez became the first mayor Las Cruces 575 521 3104 1401 Don Roser Dr, #E-1 Las Cruces, NM 88011 Using technology to improve the use of energy and create a better environment nationwide to sign the new GridWise Constitution. When this initiative moves forward across the country, many won’t know who the people were that made it happen,”Chávez says. “Jack is one of those people.” As president of ECI, McGowan has already made it happen quite effectively in buildings throughout New Mexico. The company, originally created by engineer A. Bruce Cantrell, was mostly a subcontractor for heating and cooling control systems until 2001, when McGowan joined the firm. McGowan brought with him expertise in “systems integration”, which creates smart buildings by connecting and automating all building management ― from heating and air conditioning to lighting, security and fire prevention ― under a single, online computer umbrella. Under ECI’s integrated systems, building technicians can control temperatures, security cameras and all other systems with the stroke of a computer button, from virtually anywhere in the world. “That means it’s available for management and communication through the Internet anytime, anywhere,”McGowan says. ECI has set up such systems for public and commercial buildings across the state, such as the Heart Hospital of New Mexico, Albuquerque Academy, Don Chalmers Ford, New Mexico State University and many K-12 public schools. Under McGowan’s leadership, company revenue has grown from $3.2 million in 2003 to just over $10 million in 2006. McGowan projects $12 million in sales this year. “We’ve gone from being a subcontractor on jobs to being the prime contractor for energy systems,”McGowan says. “The key to ECI’s growth is our consultative approach with clients. We provide customized solutions.” Cantrell retired in 2004 from ECI, although he remains on the board. As majority shareholder, McGowan now controls the firm; there are two minority shareholders. ECI now is concentrating heavily on contracts with public schools. The company helps to redesign systems for school districts across the state, such as Santa Fe, Alamogordo, and Artesia. ECI just finished renovating the heating and cooling structures at a high school and an elementary school in Alamogordo. It led a team to design and install geothermal systems at both schools, and it integrated all building management into the company’s flagship blueprint for central, online control. The Alamogordo Public Schools invested $9 million in the redesign at both schools, say Dave Flood, director of operations and transportation. “It’s a higher up-front cost than a conventional system, but over the life cycle of the system it will be no more expensive,” Flood says. “In fact, it will probably be less expensive because of the energy savings.” Flood says the district hired ECI because it provides a turnkey solution for building management. “They’re kind of a one-stop shop for engineering, design, installation, control and maintenance,” Flood says. “I’m just tickled pink. My hope is to install the same systems in all 16 schools in the district.” VITAL STATISTICS Company: Energy Control, Inc. Owners: John J. “Jack” McGowan, Pat Gibson and Luanne Garcia No. of employees: 60 Annual Revenues: 2006-$10 million; projected 2007-$12 million Strategies: Create energy-efficient “smart buildings” that integrate all management systems under a single online umbrella; work nationally to sustain the power grid and net contracts with large, national firms; customize solutions for clients Address: 2600 American Road SE, Suite 110, Rio Rancho 87124 Phone: (505) 890-2888 krobinson-avila@bizjournals.com 348-83202 Corporate Offices 505 890 2888 2600 American Rd, SE #360 Rio Rancho, NM 87124 Las Cruces 575 521 3104 1401 Don Roser Dr, #E-1 Las Cruces, NM 88011 Using technology to improve the use of energy and create a better environment ENERGY CONTROL INC TAB 10 APPENDIX A - RESUMES John J. (Jack) McGowan, CEM, CLEP, DGCP POSITION PRESIDENT, CEO 30+ years in the control, system integration and energy management business with national reputation as a leading expert in the Industry. McGowan has been with ECI since 2000. EDUCATION/ CERTIFICATIONS University of New Mexico-MA 1980 with Minor in Energy Management Temple University-Philadelphia, PA-B.S. CEM –Certified Energy Manager CEA –Certified Energy Auditor CLEP –Certified Lighting Efficiency Professional CDSM –Certified Demand Side Manager CBEP–Certified Business Energy Professional CSDP –Certified Sustainable Development Professional DGCP – Distributed Generation Certified Professional EXPERIENCE Experience: 25+ years with major manufacturers including Honeywell and Johnson Controls, large Fortune 500 and Government Users including the State of New Mexico and Service Merchandise and System Integrators. Responsibilities: Responsible for System Integration and Performance based initiatives focusing on full-scale facility capital improvements, including guaranteed energy savings and project financing. Equipment provided through projects includes: DDC/EMS systems, Heating, Ventilation, Air Conditioning (HVAC) equipment, Lighting, Water and other measures to reduce operating costs. McGowan has expertise and knowledge in performance contracting for facility wide energy and water projects. McGowan is actively involved in sales and customer support for ECI's core offering of Direct Digital Control (DDC) and Systems Integration for facility automation equipment. Publishing: McGowan has published five books and 125+ articles on energy and control topics including: Distributed DDC, A Guide to Building Automation, Fairmont Press / Prentice Hall, 1995 and Networking For Building Automation & Control Systems, Fairmont Press / Prentice Hall, 1991. McGowan is a Certified Energy Manager (CEM), Certified Lighting Efficiency Professional (CLEP) and Certified Cogeneration Professional (CGP). He has taught energy seminars in the United States and Southeast Asia, and also teaches at University of Phoenix and at the University of New Mexico. Awards: McGowan was named "International Energy Professional of The Year" in 1997 by the Association of Energy Engineers (AEE) and named to the International Energy Hall of Fame in 2003. McGowan received a Buildy Vision Award in 2006. Industry Prominence: McGowan serves as Chairman Emeritus to the GridWise Architecture Council and Building Champion for the Galvin Electric Initiative. He has served on the Technical Advisory Board of Energy User News and offers editorials for the Energy Online Column, which is a critical source of information for integrated systems. McGowan is contributing editor to E-zine for www.Automated Buildings.com, Green Building Intelligence (GBI) for Engineered Systems, and as Associate Editor of the Journal Strategic Planning for Energy and the Environment. He also sits on the Board of Directors of BuilConn, the leading industry forum in North America addressing Integrated Fire, Security, HVAC and DDC systems. Board Service: McGowan serves on the Board of Directors of the U.S. Green Building Council – New Mexico Chapter, Rebuild New Mexico, the New Mexico Pollution Prevention Advisory Council for Green Zia and Continental Automated Buildings Associations Editorial Board. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Michael A. Cecchini, NAHB POSITION DIRECTOR OF SALES AND MARKETING 30+ years of sales, marketing and business management experience. 9+ years in the energy management business mainly within the renewable solar technologies market. With Energy Control, Inc. since 2010. EDUCATION Northern Illinois University Robert O Anderson School of Management, UNM CERTIFICATIONS NAHB Certified Green Energy Professional NAR’ s Green Designation Certification EXPERIENCE 2010 to Present; Energy Control Inc., Manages the Sales Division and coordinates the strategic direction of sales activities. Responsibilities include the expansion of existing markets as well as developing new vertical markets. 2009 to 2010; Consultant for Re-Source Energy Provided energy audits and solutions to save companies money and drive greater profits to their bottom lines. 2003 to 2009; Chairman of Sunergy Inc. Founder of the Company, which provides design/build solutions for photovoltaic and thermal solar systems. The Company was sold to the investment group, Cleanswitch in 2009. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Michael A. Cecchini, NAHB POSITION DIRECTOR OF SALES AND MARKETING 30+ years of sales, marketing and business management experience. 9+ years in the energy management business mainly within the renewable solar technologies market. With Energy Control, Inc. since 2010. EDUCATION Northern Illinois University Robert O Anderson School of Management, UNM CERTIFICATIONS NAHB Certified Green Energy Professional NAR’ s Green Designation Certification EXPERIENCE 2010 to Present; Energy Control Inc., Manages the Sales Division and coordinates the strategic direction of sales activities. Responsibilities include the expansion of existing markets as well as developing new vertical markets. 2009 to 2010; Consultant for Re-Source Energy Provided energy audits and solutions to save companies money and drive greater profits to their bottom lines. 2003 to 2009; Chairman of Sunergy Inc. Founder of the Company, which provides design/build solutions for photovoltaic and thermal solar systems. The Company was sold to the investment group, Cleanswitch in 2009. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Toni S. Kelley POSITION SALES EXECUTIVE 30+ years of sales experience: sales, sales management, sales training, customer relations. With Energy Control, Inc. since 2007. EDUCATION/ CERTIFICATIONS Texas Wesleyan College (2 years) UNM (various programming classes) Dale Carnegie Course Leadership and Team Training The 4 Rolls of Leadership (Franklin Covey) HVAC Controls Training Building Management Systems Training Sales Training EXPERIENCE 2010 to Present; Energy Control Inc., Sales responsibilities include the representation and promotion of ECI and Cooperative initiatives at trade shows, establishing new relationships with potential customers and maintaining existing relationships. Ms. Kelley provides assistance in the preparation of bid responses, maintains sales records, and performs service sales and support agreement renewals. 1991 to 2007; Kele & Associates, Bartlett TN Coordinated major account sales and managed inside sales representatives. Perform sales training, and analyze security and access product market needs. Develop and maintain customer relationships. Provide technical assistance to customers. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Patrick J. Gibson POSITION VICE PRESIDENT OF OPERATIONS 27 years of experience in building systems operations and management. With ECI since 1984. EDUCATION Dale Carnegie - Sales Course New Mexico State University - Business Socorro High School - Socorro, NM LICENSES/ CERTIFICATIONS TAC Vista / I/Net 2000 Delta Controls Yaskawa Fiber Brigade Fiber Optic ABB EXPERIENCE 1984 to Present Energy Control Inc., Albuquerque, NM Started as a Field Technician in August 1984 and was promoted to Field Supervisor where he supervised all of the installation procedures in Energy Management Systems in 1986. In September 1990 was promoted to Director of Project Installations in charge of service and installations of Facilities Management Systems. Mr. Gibson actively runs ECI’ s service and installation operations and has an extensive background in mechanical systems and management. Gibson has direct involvement in bid preparation and provides systems knowledge for price assistance. Pat developed and initiates ECI’ s standards of operation and customer satisfaction. 1983 to 1984 Copland, Moran Engineering, Inc. Supervisor of the El Paso survey team responsible for the mapping and surveying all the utilities at Fort Bliss. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 David K. Frederick, MM98, CEM, NBFAA, PSNA POSITION DIRECTOR OF PROJECT DEPLOYMENT since 2012. Director of Construction 20092012. Security & fire safety systems experience since 1995. With ECI since 2002. EDUCATION New Jersey Institute of Technology: Bachelor of Science Studies: Mechanical Engineering IP Institute Level 1 Trainer LICENSES/ CERTIFICATIONS New Mexico Mechanical Contractor License, MM98 New Mexico Electrical License –ES-3J Low Voltage Journeyman Certified Energy Manager, CEM On-net Surveillance Systems Inc certified channel partner, OnSSI Delta Controls Product certified TAC I/Net Product certified Silent Knight Fire Alarm Product certified Sunpower Commercial Systems Axis Communications Product certified EXPERIENCE 2002 to Present Energy Control, Inc., Albuquerque Office Position: Mr. Frederick runs the Operations & Installation of new construction projects for ECI. Dave also provides a full range of technical oversight on Internet-enabled Security systems, as well as access control, CCTV, Fire alarm and full-scale commercial technologies. His responsibilities include project design team participation, layout and drafting, as well as complete project management oversight, system programming and commissioning of security systems for a wide range of facilities. 1999 –2002 Alarm Control Technologies, Alb., NM Position: Technical Supervisor of security systems including access control, CCTV, Fire alarm and full scale commercial technologies 1995 –1999 Config Systems Business and Home Security, Alb., NM Position: Installation, Supervisor and Service of security systems including access control, CCTV, Fire alarm and other technologies TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Matthew E. Davis, EE98 POSITION 17 years of electrical experience working with variable frequency drives and controls. 12 years of software development for building automation system. With ECI since 1999. DIRECTOR OF INFORMATION TECHNOLOGY; along with all engineering related over-site responsibilities include designing software, graphics for installed DDC (HVAC) systems and commissioning. Major projects include, Albuquerque Academy, the University of New Mexico, Eastern New Mexico University, and Santa Fe Public Schools. Electrical Installation and Project Management: Experience includes management, supervision and installation of electrical projects. Electrical projects include: 1) wiring of primary and secondary transformers in commercial and residential applications, 2) installation of conduit systems for buildings in excess of 300,000 square feet, including sizing of wire and conduit fill per NEC requirements and 3) installation of motor control centers including control wiring. As part of this experience Mr. Davis has installed and supervised motor control centers including control wiring, as well as installation of variable frequency drives up to 150 horsepower. As noted above Mr. Davis is certified by ABB and Yaskawa to start up and service variable frequency drives. He is also certified to install, program and commission digital control systems. Metering & Sub-metering: Experience includes analysis of facility site metering and determination of required sub-meters and signals to control building systems and feed Energy Management Systems (EMS). EDUCATION Grantham University… Graduate 2010 AS Electronics and Computer Engineering Technology TAC/Database and Design School… … … Graduate University of New Mexico … … … … … … ...Student 1992-1993 Eastern New Mexico University … … … … Student Fall 1992 LICENSES / CERTIFICATIONS EE-98J Electrical Contractor License - Licensed in the states of New Mexico and Arizona L-11 Electrical Contractor License –State of Arizona TAC/Inet Programming Certified –certified programmer for TAC/Inet DDC software including HVAC and Security. (Legacy System) TAC/Vista Certified –certified programmer for TAC/Vista DDC software. (LON) Delta Controls programming Levels 1 and 2 - certified programmer for Delta Controls DDC software including HVAC and Security. (BacNet) Tridium Niagara AX –certified programmer ABB VFD Startup –certified startup technician for ABB VFD’ s. Yaskawa - TC4002 Commercial Start-up and Service Certificate EXPERIENCE Energy Control Inc. 1999 - Present Rio Rancho, New Mexico Director of Engineering 2006 - Present (E.C.I.) Management of E.C.I.’ s Engineering and Software departments. Responsibilities include: Manage all aspects of DDC system engineering and software development. Manage all employees and responsible for work flow. Review of all engineering documentation and DDC Software. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Directly responsible for engineering high priority jobs. Programming and graphical design for high priority jobs. Director of Energy Services 2004-2006 (E.C.I.) Management of Service Department along with programming and graphical design. Responsibilities included: Management of all E.C.I. service department employees including Service Manager. Review and renewal of all service contracts. Better practices implementation. (Including complete revamping of service department) DDC programming and graphical design. Service Manager 2002-2004 (E.C.I.) Management of service department. Management of all E.C.I. service department employees. Service Contract review and implementation. Customer support in technical assistance Scheduling Technician / Electrician 1999-2002 (E.C.I.) Field and service technician Field programming and modifications. Commissioning. Troubleshooting and repair. DDC instillation. Self Employed 1998 - 1999 Estancia, New Mexico Owner/Operator Davis Farms. Ness Farms 1996 - 1999 Estancia, New Mexico Assistant Manager/General Laborer Assist in management of up to 35 employees during harvest. Coordination of equipment trucks and supplies for harvest TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Donald E. Swick, PE, LEED AP, CEM, CGD, GBE, CEA POSITION ENERGY ENGINEER PROGRESSIVE EXPERIENCE PROVIDING DESIGN/BUILD ENGINEERING SINCE 1975. With ECI since 2006. Registered Professional Mechanical Engineer with over 35 years experience with design and installation of HVAC and control systems. Extensive experience with energy auditing, energy analysis techniques, computer simulation for traditional HVAC systems, Demand Response application analysis, as well as thermal storage systems, solar (thermal and PV), and other renewal technologies including; ground source heat pumps. EDUCATION University of Southwestern Louisiana, B.S./Mechanical Engineering 1975 University of New Mexico–30 hours towards Master’ s Degree–Mechanical Engineering LICENSES/ CREDENTIALS Engineer-In-Training –Louisiana 1975 Professional Engineer (Mechanical Engineer) –New Mexico 1982, Certificate No. 8305 California 2010, Certificate No. 109929 Certified Energy Manager, CEM Leadership in Energy and Environmental Design Accredited Professional, LEED Certified GeoExchange Designer, CGD Green Building Engineer, GBE Certified Energy Auditor, CEA EPA #608 Certification, 2001 (Universal) PROFESSIONAL AFFILIATION American Society of Heating Refrigeration and Air Conditioning Engineers (ASHRAE), Since 1975 Association of Energy Engineers (AEE), since 1995, Local Chapter President 2010 International Ground Source Heat Pump Association (IGSHPA), since 2009 EXPERIENCE 2006 to present Energy Control, Inc., Albuquerque, NM Energy Engineer responsible for preparation of mechanical design and energy and economic analysis of HVAC, geothermal heat exchangers and control systems, LEED design and analysis, Demand Response program assessments, and Energy Star Building Verification. 1991 to 2006 KSL Service (formerly Johnson Control World Services), Los Alamos National Laboratory, NM Facility Engineer responsible for design and retrofit of numerous mechanical systems, including HVAC equipment, generators, elevators and overhead cranes. Supervisor of mechanic, electrician and pipe fitter maintenance personnel and development and implementation of maintenance procedures. 1987 to 1990 C&H Refrigeration, Albuquerque NM Director of Energy Management Services, responsible for conducting energy studies, and HVAC retrofit designs including DDC controls, Novar controls sales engineer. 1986 to 1987 Self Employed Engineering Consultant, Albuquerque, NM TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Design of HVAC and plumbing systems and perform energy studies for commercial, institutional and government clients. 1984 to 1986 Griener Engineering, Albuquerque, NM Mechanical Department Manager responsible for design of HVAC and plumbing systems and perform energy studies for commercial, institutional and government clients. 1983 to 1984 Holmes and Narver Engineering, Albuquerque, NM Energy Conservation Engineer responsible for design of HVAC energy conservation retrofit projects and perform energy studies for commercial, institutional and government clients. 1980 to 1983 Coupland Moran Engineering, Albuquerque, NM Project Engineer responsible for design of HVAC energy conservation retrofit projects and perform energy studies for commercial, institutional and government clients. 1979 to 1980 Bovay Engineering, Albuquerque, NM Project Engineer responsible for design of HVAC energy conservation retrofit projects and perform energy studies for commercial, institutional and government clients. 1975 to 1979 University of New Mexico, Mechanical Engineering Department Albuquerque, NM Research Assistant responsible for instrumentation and data collection for solar assisted heat pump system, including thermal storage tanks for an existing building (Bridgers & Paxton Offices) in Albuquerque, New Mexico. Development of computer simulation software subroutines for energy simulation of solar assisted heat pump system with thermal storage tanks. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Daniel R. Alkon POSITION ENERGY ENGINEER with two years experience providing energy analysis; mechanical system design and demand response analysis for utilities. With ECI since 2011. EDUCATION University of New Mexico–Bachelor of Science–Mechanical Engineering 2010 PROFESSIONAL AFFILIATION Association of Energy Engineers (AEE), since 2011 WORK EXPERIENCE 2011 to present; Energy Control, Inc. Energy Engineer - responsible for preparation of mechanical design and energy and economic analysis of HVAC, geothermal heat exchangers and control systems, LEED design and analysis, Demand Response program assessments, and Energy Star Building Verification. May 2000- July 2006; Chavez Grieves Consulting Engineers, Las Cruces/Albq Designer and lead technician - supervised drafting on team and provided technical direction and training to team technicians. Extensive experience coordinating structural drafting with other project disciplines and clients. Managed construction administration, documentation, responded to RFI’ s and performed site visits to include solving field issues. March 1995- May 2000; Mesilla Park Fabrication, Las Cruces NM Steel detailer and estimator - responsible for managing projects from shop drawing submittals to erection of fabricated steel. In charge of estimating, purchasing, and fabrication of rebar. Managed all company drafting and developed company CAD system and drafting standards that lead to reduction in drafting costs. Nov 1986- Dec 1990; Israeli Defense Forces, Israel Military Service - served two and half years in a combat infantry unit. Graduated from infantry officers’school and was responsible for the basic training of new recruits. Served as operations officer and was responsible for base security and coordination of all exercises including live firing zones. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Tim Maloy POSITION INTEGRATION PROGRAMMER 23 years of experience in building automation systems programming and maintenance. With ECI since 2012. EDUCATION Ricks College, Rexburg Idaho, Associates in Arts and Sciences DeVry Institute of Technology, Phoenix Arizona, BSEET LICENSES / CERTIFICATIONS Delta Controls George University Training Tridium AX Certified Tridium R2 Certified Andover Controls ACE Certified Allen Bradley SLC 500 Allen Bradley RS Logix 5000 GE iFix Certified EXPERIENCE 2011 to Present; Energy Control Inc. Integration Programmer Responsibilities include programming building automation projects. 2006 to 2011; Integrated Controls USA Control Systems Engineering Manager Responsible for sales, estimating, engineering, programming, installation and startup for all building automation projects. 2001 to 2006; G.E. Automation Services Field Specialist III Responsibilities included installation, calibration, and start up of industrial control systems. Program various Allen Bradley PLC applications and SCADA Servers on Hazardous Process Material Systems. Tasks included startup and maintenance for GE Water Systems, RO systems and Chemical Feed Systems. Managed scheduled maintenance contracts with existing customers. 1998 to 2000; Ener-Tech ACS Project Manager / Systems Engineer In charge of scheduling, and man-hour loading on all commercial Andover control projects. Provided job cost forecasting and project progress reports to higher management. Responsible for all phases of project development, including specification review, project estimate, layout design, shop drawing generation, submittal generation, software generation, graphic generation, system installation, and startup. 1988 to 1998; Johnson Controls Inc. TCPN # 12-29 Systems Engineer Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Claro Q. Calaunan, EE98 POSITION DIRECTOR OF TECHNOLOGY, LAS CRUCES 17 years of systems service experience, with ECI since 2001. EDUCATION Howard College, Big Spring, Texas, HVAC 1992-1993 University of Maryland, European Division, General Studies 1986-1987 IEC Apprentice Program LICENSES/ CERTIFICATIONS New Mexico Electric Contractor Licenses, EE98 EPA #608 Certification, 1994 (Universal) New Mexico Journeyman Refrigeration License (JR) New Mexico Specialty Systems Journeyman License (ES3J) Delta Controls, Orcaview 3.22 (BACnet Protocol) BACnet Level 2 Tour Andover Controls, course #2201, #2202, #2203 (Lontalk Protocol) Tridium Niagra AX Product Certified EXPERIENCE Oct 2001 to Present Energy Control Inc, System Specialist Assists project managers to deliver services on projects. Provides oversight of all service projects. Responsible for commissioning and calibrating newly installed automation systems. Deliver technical support to end users and field labor when applicable. Train customers on systems prior to job release. Extensive knowledge of Delta Controls V3 devices and Orcaview V3.22 and V3.30. Apr 1995 –Sep 2001 Climate Masters Inc, Service Manager Provide technical assistance and guidance to field technicians. Schedule incoming calls and coordinate manpower to maximize productivity. Repaired and installed residential and commercial air conditioning systems, scientific equipment and product refrigeration. Apr 1994 –Mar 1995 Las Cruces Heating and Cooling, HVAC Technician Responsible for installation, start-up and servicing of residential evaporative and refrigerated air conditioning systems. Repaired residential heaters and furnaces. Installed and maintained walk-ins, and various types of ice machines. MILITARY: Sep 1984 –Apr 1992 U.S. Army, Tank Commander (Sergeant) Responsible for a MIA1 Main Battle Tank and three crewmen. Participated in Desert Shield and Desert Storm Stationed in Germany and participated in Border Duty TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Isaac Apodaca POSITION NETWORK ADMINISTRATOR, SYSTEM INTEGRATOR With ECI since 2001. Working in IT communications since 1993. EDUCATION 2007 Associate, Computer Technology Dona Ana Community College, Las Cruces, NM Mayfield High School, Las Cruces, NM CERTIFICATIONS CCNA 1 & 2 Certification - Cisco Networking, Cisco SBM Microsoft Visual Basics Programming Certification EXPERIENCE Energy Control Inc. Las Cruces, NM DUTIES AND RESPONSIBILITIES: Maintain LAN services for ECI Las Cruces and Albuquerque offices. Creation of software to streamline internal and external services. MAJOR ACCOMPLISHMENTS: Assessed and designed software solutions for the TAC Vista Building Automation System at NMSU for communication between old and new systems. Integrated ECI services for NMSU including security, life safety, building automation, and HVAC. Designed, developed, and deployed a full custom HVAC software package to help company engineers speed the design process. INDIVIDUAL STRENGTHS: Proficient with Echelon Lonmaker, TAC Vista & Menta, Delta Orcaview (BACNet) and Tridium Niagra AX. TECHNICAL EXPERTISE: Platforms –Microsoft Windows 95/98/2000/XP/Servcer 2000/ Server 2003, ?Linex (SUSE), OX9, OX10, DOS Networking –DNS, DHCP, TCP/IP, Ethernet, Token Ring, FDDI, VPN, SQL, IPX/SPX, Lonworks, MSTP, FT/TP-10, LAN, WAN, Cisco, Loytec Routers, Watchguard Firewalls, 802.11 a/b/g, Wireless Access Points, FTP, Sharepoint Languages –HTML, VB, VBA, ASP, XML, Action Script Applications –Microsoft Active Directory, Tridium Niagra AX, TAC Menta, TAC Vista, Echelon Lonmaker TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Kurt K. Fetters POSITION DIRECTOR OF SERVICES 16 years in Service Management, with ECI since 2007. Extensive knowledge of all brands of HVAC equipment design, operation, repair and replacement. Hands on experience in repair of HVAC equipment up to 10,000 tons. Proficient in understanding most BAS and programming of some- Delta, TAC I-net, Carrier CCN, Automated Logic, Allerton and Metasys. Project Management of various size jobs up to 1,000,000. EDUCATION Associates Degree in Business Management (in progress) Nat’ l American University High School Diploma, Cuero High School, Cuero, Texas CREDENTIALS Carrier Corporation Product Certified EXPERIENCE 2007 to Present Energy Control Inc., Albuquerque NM Manage the day to day operations of the service branch including hiring, financial reports, and Environmental, Health and Safety of field technicians. Direct reports include service coordinator, service technical support supervisor and service technicians. Survey, estimate, and manage large service projects. 1983-2007 Carrier Corporation, Corpus Christi TX and Albuquerque NM Field Service Technician and Branch Service Manager Managed the day to day operations of the local service branch including sales forecasting, hiring, financial reports, and Environmental, Health and Safety program. Direct reports included service coordinator, sales representative, service supervisor and service technicians. Surveyed, estimated, sold and managed large projects. Met or exceeded plan profit margins and ROS for 2002 through 2006. 1994 to 1996-Relocated to the Albuquerque branch and performed the same duties as in Texas; also surveyed jobsites for pricing of annual service agreements and performed training for Carrier technicians 1983 to 1994-Field service technician covering South Central and South West Texas, servicing and repair of HVAC equipment ranging in size from 3 ton to 10,000 ton industrial equipment. Large multisite customers- GTE Southwest 24 phone/switch sites, Victoria Bank & Trust 36 sites in 33 cities, DuPont, Formosa Plastics 1979-1983 Moller Manufacturing, Victoria TX Welder/Refrigeration Technician Shop production of new Work-over oil field rigs including all pipe fitting/welding functions and working with dedicated mechanic for wiring, engine and drive train assembly. MIG welding of in-house manufactured parts. Repair of wrecked/damaged Work-over rigs. May 1976 to Jan 1979 KK Welding Service, Cuero TX Owner/Operator: 24 our oilfield welding service mostly for drilling rigs, pipelines and oil companies. Also contracted to Certified Welding Service, Cuero, TX. Certified in all welding positions and x-ray testing. TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Aaron A. Alvarado POSITION PROJECT MANAGER 11 Years experience, with ECI since 2008. EDUCATION Associates Degree: Construction Management Technical Vocational Institute: Albuquerque, NM University Studies: Some Coursework University of New Mexico: Albuquerque, NM CERTIFICATIONS ABB Training EXPERIENCE 2008 to Present Energy Control Inc., Project Manager Mr. Alvarado serves a dual role as a Project Manager and the ECI Safety Coordinator. Alvarado provides project management for an approximate value of $3mil in projects and maintains Employee safety records: Employees receive background checks and Conduct Training relating to educational site behavior as it is such an important element of the ECI business. Mr. Alvarado also coordinates safety and conduct procedural requirements with subcontractors and partners. Responsibilities include the awareness, initiation and record keeping of the Company safety plan. Alvarado will play a vital role in managing the installation and commissioning of any projects. July 2004 –February 2008 Hinkle Quality Homes, LLC, Residential Construction Superintendent April 2004 –July 2004 Raylee Homes, Inc., Superintendent October 2003 –April 2004 DR Horton Homes, Inc, Construction Foreman July 2001 –October 2003 Fuller Homes, Inc., Project Manager TCPN # 12-29 Facility Technology Integration April 26, 2012 ENERGY CONTROL INC TAB 10 Larry Connell POSITION SERVICE TECHNICAL SUPPORT –30 years of experience in the HVAC/automation control field. Joining ECI in 2008 as the technical support person for DDC equipment applications, programs and monitoring of operational systems. EDUCATION B.A. in History and English, 1974, St. Johns College, Santa Fe, New Mexico A.A. in Forensic Sciences, 1974, St. Johns College, Santa Fe, New Mexico EXPERIENCE 2008 to Present Energy Control Inc., Albuquerque, NM Technical Support agent for the service department. Monitoring existing BMS installations. Field support for service technicians and customers. Component application and adaption for BMS components 2006 to 2008 Burke Engineering Co. Albuquerque, New Mexico Outside technical sales of HVAC and Honeywell BMS equipment 2000 to 2006 Integrated Controls, Inc. Albuquerque, New Mexico Engineering Manager Developed submittals and as-built documentation for BMS projects. Designed BMS control systems to meet project criteria. Developed programs and graphics for ALC automation systems. Supervised field installation of BMS equipment. TCPN # 12-29 Facility Technology Integration April 26, 2012 COUNTY OF SONOMA COMPREHENSIVE ENERGY PROJECT Following a rigorous qualification based selection process and the requirements of Government Code Section 4217, the Board of Supervisors authorized a contract with Aircon Energy to act as the County’s Energy Services Company for the purpose of conducting an Investment Grade Audit of County facilities as part of the County’s Climate Protection Action Plan. The Audit analyzed the energy usage of County facilities and proposed specific viable Energy Efficiency Measures to reduce energy usage. More specifically as the County’s partner, Aircon Energy’s role is to define, design, and implement potential energy efficiency and clean generation projects for the County, with the end goal being greenhouse gas emissions Client reductions from County operations and cost savings on utility expenses County of Sonoma 2300 County Center Drive Santa Rosa, Ca 95403 Project Cost $22,049,000 Start Date Aug. 2009 Completion Date Sept. 2010 Rebate $3,621,226 “The ability to generate our own clean energy is a huge step forward in our efforts to lower our greenhouse gas emissions,” said Board of Supervisors Chairman Paul Kelley. “The fact that the cell will save a substantial amount of money is, of course, another tremendous plus. This project is good for both the environment and the county’s bottom line,” Kelley said. Annual Savings $1,689,316 Capital Offset $300,000 Aircon identified and evaluated over 100 potential energy-related water Payback Period conservation, energy savings and self generation measures at County 11.5 years facilities. Based on this Audit, a scope of work for a Comprehensive Energy Financing Arrangements Project was developed that includes 38 of these Measures at 24 buildings. Lease Purchase Improvements to the facilities include: Chillers, Boilers and other Central Plant Equipment Replacements, Lighting Systems Design and Retrofit, Air Distribution Systems Upgrades, Automation and Control Improvements, Detention Flush Control and Laundry Water Conservation Devices. The crown jewel of the project is a 1.4megawatt fuel cell system that will provide electricity and hot water to the entire Sonoma County main campus. Fuel cells are among the cleanest, most reliable sources of power generation, providing continuous high quality power 24 hours a day, with ultra-low emissions and quiet operation. In addition to the electricity the heat byproduct is incorporated into the building heating feed water loop. The result of the project is: • Greenhouse Gas Emissions reductions estimated at 6,805 tons annually • Facility improvements and reduced capital liability • A Self Funding program that places no burden on the citizens of Sonoma County Aircon Energy, Inc.