Phase II: Energy Examination Study

MDP Energy will assess and determine the feasibility or potential for energy conservation, water conservation, Cogeneration, CHP, Battery Storage and renewable energy measures that are lifecycle cost-effective. MDP Energy will identify energy deficiencies, energy needs and potential energy conservation measures (ECMs) within the examined facilities. MDP Energy will create a prioritized list of investments, using a decision matrix that addresses both short and long-term investment opportunities. The prioritized list of investments will be completed within 90 days after a notice to proceed is issued, and will be based upon return on investment and cost savings analysis. It is expected that the successful contractor will be conducting site visits at the identified facilities to ascertain this initial ECMs audit. After review of the prioritized list, The Client management will notify the MDP Energy of the ECMs to be included in Phase III, for more technical detailed evaluation/Assessment and Bid Packages.

The energy examination process is divided into three tasks: work performed prior to the survey, work performed during the survey, and the report/analysis (post survey work). The assessment will be conducted within the framework of an ASHRAE Level II assessment.

Work to be performed prior to the site visits

  1. Conduct telephone interviews with key personnel at each facility.Determine building square footage, energy sources, operational criteria, energy and utility concerns, future construction plans, equipment malfunctions, and previous/planned energy-using equipment changes. Discuss any other relevant information required for the facility survey. Follow-up discussions may be necessary to corroborate data. Preparation before the site-visits will allow for the most efficient use of time while on-site.
  2. Analyze the available utility billing data in Phase I for the past three years, if possible. This data will be used to confirm operating practices ascertained from the telephone interviews and to spot any abnormalities in utility energy consumption and/or peak electrical demand. These utility abnormalities can be valuable in identifying potential energy and demand saving opportunities.
  3. Review any available ENERGY STAR® benchmarking information in Portfolio Manager for the facilities to be visited. Reviewing benchmarking information will help identify facilities that may have excessive energy use compared with similar benchmarked buildings.
  4. Coordinate and schedule site visits. Visits will be scheduled in groupings to minimize travel costs to the extent possible.
    1. Work performed during the survey(s)

    2. Meet with key personnel to briefly describe how the energy examination will be performed, determine the order in which different areas will be visited (e.g. boiler room first, floor by floor walkthrough, then any air handling units or other equipment on the roof or in a mechanical penthouse) and to answer any preliminary questions. Discuss the building parameters, energy concerns, pertinent equipment, operating schedules, number of occupants and other relevant factors that may impact the final analyses. Document schedule and occupant variations during typical weekdays, weekend days, for various periods of the year and in different areas of the facility. Also, have in attendance the person (building engineer, facility manager or maintenance technician) most familiar with the facility’s equipment and operation. This person should be included in the building walk-through, or at least available to answer questions about key equipment that arise during the walk-through. The following is a partial list of questions that will be asked during the interview. Note that some of this information will also be obtained/verified during the initial survey in Task I.

      Interview Topics

      • Building square footage
      • Operating hours and equipment operating hours
      • Occupancy
      • Location of meters
      • Availability of prints and drawings
      • Equipment size and age
      • Emergency backup generator configuration and operation (zoned for certain areas, such as surgical rooms or a computer room).
      • Load shedding and demand limiting procedures
      • Chiller and boiler operating logs
      • Fuel switching capabilities
      • Motor and air handling unit lists and specifications, if available
      • Temperature controls and set-points
      • New or planned equipment changes
      • Energy management systems
      • Computer room or other separate AC systems
      • Expansion plans
      • Maintenance contracts
      • Conservation measures planned or completed
      • Utility concerns/problems
      • CFC and HCFC HVAC equipment (impact of phase-out)
      • Economic criteria (Payback, ROI, SIR)
      • Any specific practices that are known to be wasteful of energy or water that have not been addressed
    3. Conduct an on-site inspection of the facility. Walk through the building examining all major energy and water-using systems including: lighting, HVAC, water heating, motors, building envelope, refrigeration, cooking, process systems, faucets and toilets, and building controls. Record the following information for energy-using equipment having Energy Conservation Measure (ECM) potential: nameplate information, age, condition, operating problems, operating schedules and set-points on HVAC controls. Inspect the utility systems and verify that the utility meter numbers correspond with the billing accounts. If possible, gather information from boiler or chiller logs or from the energy management system in order to get a representative sample of equipment loading based on outdoor temperature. This will be important for modeling the boiler and chiller systems in order to determine savings potential for relevant ECMs.
    4. After the survey meet briefly with the appropriate personnel to discuss preliminary findings and to request additional information if required. Make plans to either get copies of drawings or having copies of the drawings shipped.


    Based on the interview, site observations and analyses, a list of potential ECMs (including renewable resources) and water conservation measures will be developed. Equipment recommended will include ENERGY STAR® or other energy-efficient products designated by the Department of Energy's Federal Energy Management Program (FEMP). The potential savings for each measure will be calculated based on standard industry Best Practices. Implementation cost will be estimated from Means or an equivalent authoritative source. A lifecycle cost analysis will be performed using FEMP criteria on each potential measure to determine its priority in the decision matrix. Other factors such as siting concerns, equipment availability, maintenance and reliability will also be addressed in the decision matrix. Funding factors including utility rebates and availability of state/federal grants (typically for renewable resources) will be addressed in the decision matrix when appropriate. The matrix will be divided to show short term (tentatively set at 5 years simple payback or less) and long-term (greater than 5 years simple payback) investment opportunities.

    Deliverables: (Due within 120 days after issuance of contract Notice to proceed)

    1. Confirm methodology for Phase II Energy Examination Study, using federal standards.
    2. Short and long-term investments based upon approved Phase I baseline to accomplish investments using return on investment and savings.
    3. Prioritized list of investments within the plan, identifying energy deficiency/needs correction and ECM’s based upon a decision matrix to be formulated.
    4. Identify ECMs. For each ECM identify provide a finding and recommendation, provide a preliminary estimate of energy or water cost savings, including analysis methodology, supporting calculations and assumptions used to estimate savings.
    5. Provide a site-specific evaluation of combined heat and power (co- generation) application potentials.
    6. Implementation Strategy
    7. Provide a quotation for Phase III requirements based upon all the findings

    Based upon The Client final selection of which ECMs upon which to proceed to Phase III, negotiations will be conducted based upon the quotation received for the costs to perform Phase III.

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