Stanley Phillip Brown Jr's Page
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http://www.dgs.virginia.gov/DivisionofEngineeringandBuildings/Direc...
Energy Services Consulting Rates
Name of Company LEED Consultant Tariff and Rate Analysis Utility Data Analysis Measurement and Verification Energy Star Benchmarking Consulting Hourly Rate Utility Bill Management Lighting Surveyor Lighting Designer
JIS Technologies $95 per hour $68.64 per hour $51.25 per hour $78.64 per hour $60 per hour 95.00 per hour $1000 per account $50 per hour $70 per hour
201 W. Broad St. #304
473 Cherry Street 1st Four Hour Discount $0.08 per Square Foot Account is 1 meter
Richmond, Va. 23220
Macon, GA 31201 $75.00 per hour Per one year
Phone 804-314-9645 2nd Four Hour
FAX 804.303.3483 / 478-741-4735
Contact person: Quentin Adams Quentin.Adams@jistechnologies.com
Or Stan Brown, 818.339.6122 Stanley.Brown@jistechnologies.com
1.0 SCOPE OF SERVICES
2.1.0 Programming and Design Services
2.1.1 Scope of Services
It has been deemed appropriate to engage a professional “Sole Source” award based on the interests and qualifications of professional services JIS Technologies LLC / Chevron Energy – [(ESC), Energy Services Consultant / (ESCO), Energy Services Company Organization] has demonstrated in the area of Architectural / Engineering Services, Comprehensive “Green” Design Solution for Technical Energy & Water Conservation Savings and Audit.
Specific guidelines for the project include:
1. Building designs that evoke the contemporary style which permeates the existing campus buildings and meet the design guidelines established in the Master Plan.
2. Energy-Efficient and Sustainable Designs.
3. Facilities that are Efficient and Economical to construct and operate, that are durable, comfortable, secure, and attractive (but not extravagant), and that achieve a high degree of value for the University.
4. “Green / Smart” buildings with the flexibility to respond to rapidly evolving technology; i.e. “Solar Panels” in the academic environment.
The Technical Energy and Water Conservation Savings Audit shall be performed as described below:
A. Establish allowable costs and savings factors approved for consideration by the Owner. The ESC will use the following to develop savings estimates.
1. Savings estimates may include:
A. Energy and water savings
B. Owner materials/commodity savings, including scheduled replacement of parts
C. Outside labor cost savings, including maintenance contracts
D. Offset of future Owner capital costs
2. The following items may be negotiated:
A. Owner in-house labor costs
B. Owner deferred maintenance costs
C. Escalation rates for natural gas, electricity, water, and materials/commodities
D. Interest rates
3. The following markup costs are disclosed to provide the Owner with typical project costing approaches for a project of similar scope and size. It is expected that these rates will be used in the Technical Energy and Water Savings Audit and subsequent Energy Solution (Proposal).
Provide the following pricing information below as it applies to this project:
Cost Category Percent of Project Construction Cost
Overhead ______________________________
Profit _______________________
Markups on subcontractors ______________________________
Markups on equipment/supplies/rentals _______________________
Design _______________________
Construction Management _________________________
Commissioning ________________
Monitoring and Verification _______________________
Other categories used by ESC _______________________________
Project Services Hourly Rates (Negotiated)
Licensed electrical engineer _______________________________
Licensed mechanical engineer _______________________________
Project manager for construction _______________________________
CADD __________________________
Technical writer _________________________
Estimator _______________________________
Other _______________________________
Other _______________________________
B. Collect data and background information from the Owner. The Owner will provide facility operations and energy use data for the most recent three years from the effective date of the Technical Energy and Water Savings Audit, Memorandum of Agreement, as follows:
1. Building square footage
2. Construction date of building and major additions
3. Utility company invoices
4. Occupancy and usage information
5. Description of all energy-consuming or energy-savings systems used on the premises, as available
6. Description of energy management procedures utilized on the premises
7. Description of energy-related improvements made or currently being implemented
8. Description of any changes in the structure of the facility or energy- or water-using systems
9. Description of future plans regarding building modifications or equipment modifications and replacements
10. Drawings, as available (may include mechanical, plumbing, electrical, building automation and temperature controls, structural, architectural, modifications, and remodels)
11. Original construction submittal and factory data (specifications, pump curves, etc.), as available
12. Operating engineer logs, maintenance work orders, etc., as available
13. Records of maintenance expenditures on energy-using equipment, including service contracts
14. Prior Technical Energy and Water Savings Audits or studies, if any.
The Owner agrees to work diligently to furnish the ESC, upon request, accurate and complete data and information as available. Where information is not available from the Owner, the ESC will make a diligent effort to collect such information through facility inspections, staff interviews, and data from utility companies.
The ESC agrees to work diligently to assess validity of information provided and to confirm or correct the information, as needed.
C. Perform a facility inspection
1. Interview the facility manager, maintenance staff, or others regarding:
a. Facility operations, including energy management procedures
b. Equipment maintenance problems
c. Comfort problems and requirements
d. Equipment reliability
e. Projected equipment needs, etc.
f. Occupancy and use schedules for the facility and specific equipment
g. Facility improvements, past and planned.
2. Inspect major energy-using equipment, including:
a. Lighting (indoor and outdoor)
b. Heating and heat distribution systems
c. Cooling systems and related equipment
d. Air distribution systems and equipment
e. Outdoor ventilation systems and equipment
f. Exhaust systems and equipment
g. Hot water systems
h. Electric motors, transmission and drive systems
i. Other energy-using systems
j. Water consuming systems (restroom fixtures, water fountains, irrigation systems, etc.).
3. Perform “late-night” surveys outside of normal business hours and on weekends to confirm building systems and occupancy schedules.
4. Develop a preliminary list of potential energy and water savings measures.
Consider the following for each system.
a. Comfort and maintenance problems
b. Energy use, loads, proper sizing, efficiencies, and hours of operation
c. Current operating conditions
d. Remaining useful life
e. Feasibility of systems replacement
f. Hazardous materials and other environmental concerns
g. Owner’s future plans for equipment replacement or building renovations
h. Facility operations and maintenance procedures that could be affected
D. Establish base year consumption and reconcile with end use consumption estimates.
1. Examine utility bills for the past three years and establish base year consumption for electricity, gas, steam, water, etc., in terms of energy units (kWh, kW, ccf), and in terms of dollars per unit. Describe the process used to determine the base year (averaging, selecting most representative contiguous twelve months, etc.). Consult with facility personnel to account for any anomalous schedule or operating conditions on billings that could skew the base year representation. ESC will account for periods of time when equipment was broken or malfunctioning in calculating the base year.
2. Estimate loading, usage, and/or hours of operation for all major end uses representing over five percent of total facility consumption, including, but not limited to:
a. Lighting
b. Heating
c. Cooling
d. HVAC motors (fans and pumps)
e. Plug loads
f. Kitchen equipment
g. Other/miscellaneous
Where loading or usages are highly uncertain (including variable loads such as cooling), the ESC will use its best judgment, spot measurements, or short-term monitoring. The ESC should not assume that equipment run hours equal the operating hours of the building or rely on facility staff estimates.
3. Reconcile estimated annual end-use consumption with the annual base year consumption to within five percent for electricity, fuels, and water. The miscellaneous category can be no greater than five percent. This reconciliation will place reasonable limits on potential savings.
4. State how future plans for the building may affect the baseline energy and water usage and how the baseline will be adjusted.
5. ESC should list factors that may be adjusted, such as cooling degree days (CDD), heating degree days (HDD), square footage changes, or changes to operating hours, etc.
E. Develop a preliminary analysis of potential energy and water savings measures and other building services.
This list shall be compiled and submitted to the Owner within 60 days of the execution of the Technical Energy and Water Savings Audit, Memorandum of Understanding and should:
1. Identify measures that appear likely to be cost effective and, therefore, warrant detailed analysis.
2. For each measure, prepare a preliminary estimate of energy or water cost savings including description of analysis methodology, supporting calculations, and assumptions used to estimate savings.
F. Meet with the Owner to present preliminary findings prior to thorough analysis.
Describe how the projected project economics meet the Owner’s terms for completing the Technical Energy and Water Savings Audit, Memorandum of Understanding. Discuss assessment of energy use, savings potential, retrofit opportunities, and potential for developing an Energy Solution (Proposal). Develop a list of recommended measures for further analysis.
G. Analyze savings and costs for each energy and water savings measure.
The ESC should:
1. Consider technologies from a comprehensive perspective including, lighting systems, HVAC equipment and distribution systems, building envelope systems, motors, kitchen equipment, renewable energy systems, and water savings devices.
2. Follow the methodology of ASHRAE, the International Performance Measurement & Verification Protocol (IPMVP), or other nationally-recognized authorities and be based on the engineering principles identified in the description of the retrofit option.
3. Utilize assumptions, projections, and baselines which best represent the true value of future energy or operational savings. Include marginal costs for each unit of savings that are accurate at the time the audit is performed, documentation of material and labor cost savings, adjustments to the baseline to reflect current conditions at the facility, and calculations which account for the interactive effects of the recommended measures. Do not double-count the savings which result from individual measures, when calculating the total savings. Show input data used in developing the model baseline.
4. Use the best judgment regarding the employment of instrumentation and recording durations so as to achieve an accurate and faithful characterization of energy use.
5. Use the markups and fees stated above, where applicable, in all cost estimates.
6. Develop a preliminary measurement and verification plan for each measure.
7. Follow additional guidelines for analysis and report preparation, given below.
H. Prepare a draft Technical Energy and Water Savings Audit Report.
The primary purpose of the report is to provide an engineering and economic basis for negotiating a potential Energy Solution (Proposal) between the Owner and the ESC. The report shall be completed within 90 days of the date of execution of the Technical Energy and Water Savings Audit, Memorandum of Understanding. The report shall include:
1. Overview
a. Contact information.
b. Summary table of recommended energy and water savings measures, with an itemization of each measure for design and construction costs, annual maintenance costs, the first year cost avoidance (in dollars and energy units), simple payback, and equipment service life.
c. Summary of annual energy use and costs of existing or base year condition.
d. Calculation of cost savings expected if all recommended measures are implemented. Include total percentage savings.
e. Description of the existing facility, mechanical, and electrical systems.
f. Summary description of measures, including estimated costs and savings for each, as detailed above.
g. Discussion of measures considered but not investigated in detail.
h. Conclusions and recommendations.
2. Full description of each energy and water savings measure, including:
a. Written description:
1. Existing conditions.
2. Recommendations. Include a discussion of facility operations and maintenance procedures that will be affected by installation/ implementation. Present the plan for installing or implementing the recommendations.
b. Base year energy use:
1. Summary of all utility bills
2. Base year consumption and how established
3. Plan for reconciling end-of-the-year results with base year figures.
4. End year reconciliation with base year (include discussion of any unusual findings).
c. Savings calculations:
1. Base year energy use and costs
2. Projected post-retrofit energy use and costs
3. Savings estimates, including analysis methodology, supporting calculations, and assumptions used
4. Conclusions, observations, and caveats
5. Savings estimates must be limited to energy use and dollar savings allowed by the Owner, as described above
6. Percent cost-avoidance projected
7. Description and calculations for any proposed utility rate changes
8. Explanation of how savings interactions between retrofit options is accounted for in calculations
9. If computer simulation is used, include a short description and state key input data. Show all input data in the Appendix. If requested by Owner, access will be provided to the program and all assumptions and inputs used, and/or printouts shall be provided of all input files and important output files and included in the Technical Energy and Water Savings Audit with documentation that explains how the final savings figures are derived from the simulation program output printouts.
10. If manual calculations are employed, formulas, assumptions, and key data shall be stated.
d. Cost estimates. Detailed scope of the construction work needed, and in a form that is suitable for cost estimating. Include all anticipated costs associated with installation and implementation, including:
1. Engineering and design costs.
2. Contractor/vendor estimates for labor, materials, and equipment; include special provisions, such as overtime, etc., as needed to accomplish the work with minimum disruption to the operations of the facilities.
3. Permit costs
4. Construction management fees
5. Commissioning costs
6. Other costs/fees
7. Company overhead/profit
8. Environmental costs of disposal, handling of hazardous materials, etc.
9. Note that all markups and fees stated in the Technical Energy and Water Savings Audit, Memorandum of Understanding shall be used in the cost estimates, unless otherwise documented and justified (due to changes in scope or size of project or other unforeseen circumstances).
10. Conclusions, observations, and caveats.
e. Other:
1. Estimate of average useful service life of equipment.
2. Preliminary commissioning plan.
3. Preliminary measurement and verification plan, explaining how savings from each measure is to be measured and verified (stipulated by agreement, utility bill analysis, end-use measurement and verification calculations, etc.).
4. Discussion of impacts that facility would incur after contract ends. Consider operations and maintenance impacts, staffing impacts, budget impact, etc.
5. Develop an operations and maintenance plan.
6. Develop a training plan for building operators.
7. Develop a training plan for building occupants.
3. Complete appendices that document the data used to prepare the analyses. Describe how data were collected.
I. Meet with the Owner to present the Technical Energy and Water Savings Audit findings.
J. Revise audit as directed by the Owner.
K. Prepare a proposed Performance Contract Agreement.
Prepare a Project Performance Contract Agreement in anticipation of the ESC and the Owner entering into an Energy Solution (Proposal) to design, install, and monitor selected energy and water savings measures, proposed in the Technical Energy and Water Savings Audit, to include:
1. Project Cost—the total amount the Owner will pay for the project and the ESC’s services. Costs must be consistent with maximum markups and fees established above. Costs may include, but are not limited to:
a. Engineering, designing, packaging, procuring, installing the measures (from the Technical Energy and Water Savings Audit Report results).
b. Financing (based on interest rates likely available to Owner).
c. Performance/payment bond costs.
d. Cost of the guarantee.
e. Construction management fee.
f. Maintenance fees.
g. Commissioning costs.
h. Monitoring fees.
i. Training fees.
j. Legal services.
k. Overhead and profit margins not included above.
2. A List of Services that will be provided, as related to each cost noted above.
L. Prepare a preliminary analysis of Energy Solution (Proposal) terms to include:
1. List of energy and water unit and dollar savings measures included in the recommended package.
2. Interest rates used in the analysis.
3. Expected contract terms (in number of years).
4. Analysis of annual cash flow for the Owner during the contract term.
5. Explanation of how savings will be calculated and adjusted, due to weather (such as heating or cooling degree days), occupancy changes, or other factors.
The Scope of the design services at a minimum should also include, but is not necessarily limited to, the items outlined below:
• Architectural Programming / Cost Model
• Existing Site Conditions Analysis
• Measured Drawings of Existing Site Conditions
• Schematic Design Services
• Design Development Services
• Construction Document Services
• Construction Administration Services
• Structural Design Services
• Mechanical, Electrical, and Plumbing, Fire Protection and Communication Systems Design Services
• Electrical Fault Current Studies
• Mechanical Load Studies
• Civil Engineering Services
• Parking / Traffic Consultant Services
• Landscape and Irrigation Design Services
• Interior Design / Furnishings
• A/V Design Services
• Acoustical Consultant Services
• Signage / Graphics Services
• Environmental Assessments / Documentation
• Storm Water Management Permitting
• Environmental / Site Permitting
• Code Review and Compliance
• Budgeting / Detailed Cost Estimates / Cost Management Services
• Regular Coordination with the Construction Manager during design and construction phases
• Comprehensive Project Scheduling (not Construction Scheduling)
• Computer Modeled Energy Analyses (other than required by Georgia Energy Code)
• Value Analyses / Life Cycle Cost Analyses
• Special Inspections per GSFIC requirements
• Two (2) Watercolor Renderings
• Commissioning Support
• QA/ QC
• Coordination with consultants hired by Owner (See section 2.1.2)
•
•
• 2.1.2 Services Performed by Others
•
• The BOR, GC, and GSFIC will oversee this project as the Owner and will administer other contracts. The Owner is in process of retaining a Program Manager (PM). Services by others include:
•
• Commissioning services
• Independent Cost Estimator
• Design document review services for completeness and coordination (Note: This does not relieve the selected firm from their contractual obligations regarding design completeness.)
• Environmental, geotechnical, and materials testing;
• Boundary, topographic and existing conditions surveys; and
• Site utility location.
•
•
• 2.2.0 Design Parameters
•
• The following is a list of the major design parameters:
•
• Provide a design that reflects the mission of the building, the vision of the University, and the goals of the campus master-plan and the campus landscape master-plan. The design must also be respectful of the existing architecture.
• Provide a design that accommodates the University programmatic requirements, complies with current code requirements, with all applicable accessibility requirements, with the GC/ Facilities design guide, and is within budget.
• Provide a design that is efficient, economical to construct and operate, energy-efficient, durable, comfortable, secure, attractive, and employ sound environmentally sustainable design practices.
• Provide a design that is capable of supporting the technological requirements and provides flexibility for a rapidly evolving academic environment.
Stanley P. Brown Jr.
(mobile) 818.339.6122
stanley.brown@jistechnologies.com
http://www.jistechnologies.com
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