PROPOSAL FOR CT DASbiznet.ct.gov/SCP_Documents/Results/20265/STEVEN WINTER ASSOCIATES.pdfBoccio has contributed to Local Law 87 compliance projects for multiple high rise commercial

N E W Y O R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T C AL L U S : 866 .676 .1972 | S WI N T E R . C O M

Steven Winter Associates, Inc. Improving the Built Environment Since 1972

PROPOSAL FOR CT DAS ENERGY-EFFICIENCY RETROFITS AND ENERGY COST-SAVING SERVICES FOR

EXISTING BUILDINGS RFP #18PSX0104

AREA 1: ENERGY AUDIT AND SYSTEM MONITORING & REPORTING SERVICES

AREA 2: BUILDING RE-COMMISSIONING

September 10, 2018

PROPOSAL FOR CT DAS

RFP 18PSX0104 ENERGY-EFFICIENCY RETROFITS AND

COST-SAVING SERVICES FOR EXISTING BUILDINGS Page i

Area 1: Energy Audit and System Monitoring & Reporting Services 10

September 2018

CONTENTS 0. General Information..........................................................................................1 1. Qualifications and Capability ............................................................................1

Services .....................................................................................................1 Firm Pre-Qualifiers and Staff Credentials ...................................................2 Staff Qualifications......................................................................................3 Key Personnel ............................................................................................3

2. Firm Experience ...............................................................................................4 Services Proposed .....................................................................................4 Recent Projects ..........................................................................................5

3. Pricing and Fees ..............................................................................................7 Project-Specific Proposal and Schedule .....................................................7 Rebates and Utility Incentives ....................................................................7 Sample Pricing Structure for Energy Audits ................................................8

4. Form RFP-16 Price Schedule (Exhibit B) UPLOADED SEPARATELY 5. Form DAS-14 Statement of Qualifications UPLOADED SEPARATELY

Supplemental Appendices Appendix A: Resumes Appendix B: SWA Firm Profile and Client List

PROPOSAL FOR CT DAS

RFP 18PSX0104 ENERGY-EFFICIENCY RETROFITS AND Page 1 of 22

COST-SAVING SERVICES FOR EXISTING BUILDINGS 10 September 2018

Area 1: Energy Audit and System Monitoring & Reporting Services

Area 2: Building Re-commissioning

0. General Information

Firm Name/Main Address STEVEN WINTER ASSOCIATES, INC. (SWA) Headquarters: 61 Washington Street

Norwalk, CT 06854 (203) 857-0200 (203) 852-0741 fax

Main Point of Contact: Dianne Griffiths, PE

203-857-0200 x274 [email protected] Project Manager: Amanda Magee, PE 61 Washington Street Norwalk, CT 06854 401-486-1979 [email protected]

1. Qualifications and Capability

Type of Firm Energy Engineering and Sustainability Consulting Corporation

Number of Years in the Energy Business 46

Number and Value of Similar Contracts ~400; $17M+ in annual revenues with contracts ranging from a few hundred dollars to $1M+

Number of Full-Time Personnel 120

Accreditations or Other Pre-Qualifiers GSA Contract Holder (GS-21F-0117V) with extensive staff credentials. See details below.

With our headquarters in Norwalk, CT, Steven Winter Associates, Inc. (SWA) is a NYS corporation in business for 46 years. The firm has a long-standing commitment to creating energy-efficient, cost-saving, and resource-conserving buildings. As consultants on the built environment, SWA works closely with architects, developers, builders, and local, state, and federal agencies to develop and apply sustainable, whole building strategies in a wide variety of new construction and existing building types: commercial, residential, educational, and institutional. SWA also has offices in New York City, and Washington, DC, providing a strong presence throughout the Northeast. Our Services For both new construction and existing buildings, SWA offers consulting services to analyze and improve energy performance, indoor environmental quality, and sustainability. New construction services range from Pre-Schematic evaluations (to set environmental and energy performance goals, suggest design alternates and system options, etc.) through Design support (to incorporate sustainable strategies into drawings and specs), into Construction (to review submittals for compliance with green targets and to support contractors with training and information), and finally Post-Occupancy services (including building commissioning, testing, and monitoring). Areas of SWA’s expertise include: ▪ Energy Analysis, Computer Modeling, and Energy Efficiency of Buildings ▪ Specifying Cost-Effective Green Materials and Systems for Buildings

PROPOSAL FOR CT DAS





▪ Design Approaches to Assure Improved Indoor Air Quality (IAQ) ▪ LEED™ and other Rating Systems Consulting and Certification ▪ Evaluations of O&M Procedures for Improved Reliability, Durability, and IAQ For existing buildings, SWA frequently evaluates the age, condition, and efficiency of equipment and recommends energy savings measures. In some cases, this is associated with capital improvements or upgrades at the time of equipment replacement. Alternatively, the assessment may include recommendations for upgrades that have payback periods and a return on investment that satisfies the owner’s criteria. Often low-cost/no cost measures are proposed that can be implemented by maintenance staff to reduce energy use immediately. The recommendations may be supported by savings projected through energy modeling or spreadsheet analysis, in conjunction with estimates of the retrofit cost to install. Areas of SWA’s expertise include: ▪ Energy Audits and Physical Needs Assessments ▪ Retro-Commissioning and Re-Commissioning ▪ Measurement & Verification, including development of metering plans and data analysis ▪ Combined Heat and Power Feasibility Assessment ▪ 3rd party technical review of projected energy savings on behalf of incentive providers In addition, SWA continues to advance the industry through cutting-edge research. SWA has conducted numerous short- and long-term monitoring studies for the Department of Energy, NYSERDA, Long Island Power Authority, Connecticut Light & Power, National Grid, NSTAR, and others. Recent products and technologies have included: ▪ Heat pump water heaters ▪ Condensing boilers ▪ Whole-house ventilation systems (exhaust-only, HRV/ERV, CO2 override) ▪ Ground-source heat pumps ▪ Advanced insulation systems ▪ Solar thermal and solar electric systems ▪ Pre-production HVAC prototypes

Firm Pre-Qualifiers and Staff Credentials As a General Services Administration (GSA) Contract Holder, SWA has been pre-qualified to provide energy-related services to Federal Agencies world-wide. Service categories are designated by a “Special Item Number” or “SIN”. SWA holds GSA qualifications under more than 10 SIN codes, including: Energy Management Planning and Strategies, Training on Energy Management, Metering Services, Energy Program Support Services, Building Commissioning Services, Energy Audit Services, Facilities Maintenance and Management Consulting. Further information can be found in Appendix X provided or at www.GSAAdvantage.gov. In addition, many of SWA’s 120 full-time staff offer sought-after credentials within their areas of specialization. SWA has a dozen licensed Professional Engineers, many of whom hold licensure in numerous states, as well as four Registered Architects. A sample of SWA’s staff certifications include: Certified Energy Managers (CEM), Certified Building Commissioning Provider (CBCP), Existing Building Commissioning Provider (EBCP), and Certified Measurement and Verification Provider (CMVP). Unless required to support a specific task identified in the scope requested by the customer, SWA does not intend to utilize subcontractors for this contract.

http://www.gsaadvantage.gov/

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Professional Engineers

NAME FIELD STATE

LICENSED LICENSE NUMBER

Amanda Magee Mechanical CT PEN.0024276

Amanda Magee Mechanical RI PEN.0001742-COA Dianne Griffiths Mechanical CT PEN.0023815

Marc Zuluaga Mechanical CT PEN.0024941

Robb Aldrich Mechanical CT PEN.0024584

Srikanth Puttagunta Mechanical NY PEN. 092859-1

Srikanth Puttagunta Mechanical CT PEN.0026973

Srikanth Puttagunta Mechanical NJ PEN. 24GE05097200

Nicole Ceci Mechanical NJ PEN. 24GE05259800

Jason Block Mechanical NY PEN. 094582

Marielle Spangler Mechanical NY PEN. 095970-1

Maria Rode Mechanical NY PEN. 099899

Jenny Powell Mechanical NY PEN. 099881

Kevin McDonald Mechanical NY PEN. 099091

Kelly Westby Mechanical NY PEN. 097374-1

Lois Arena Mechanical CT PEN. 0028908

Kevin Oldfield Mechanical NY PEN. 096503

Registered Architects

NAME STATE

LICENSED

LICENSE

NUMBER

Steven Winter NY 011870-1

Bill Zoeller CT ARI.0003900

Paula Zimin NJ 21AI01814000

Steven Klocke IA 50838

M & V Certification Holders

NAME CREDENTIAL

Giovanny Bedoya CMVP

Jason Boccio CMVP

Energy Auditing Certification Holders

NAME CREDENTIAL

Giovanny Bedoya CEM

Maria Rode CEM

Jenny Powell CEM

Sofia Melo CEM

Commissioning Certification Holders

NAME CREDENTIAL

Jason Block CBCP

Amanda Magee EBCP

Cathal Gleeson EBCP

Key Personnel For the CT DAS Energy-Efficiency Retrofits for Existing Buildings project, all SWA work will be performed primarily by staff in the Commercial Energy Services and Residential Energy Services Groups. As a core principle, SWA works collaboratively across groups, and as and if appropriate, the personnel will reach across to other groups to gain additional and specific expertise as necessary. This section briefly highlights select staff that have experience relevant to anticipated service offerings that may be requested under this contract. Additional resumes are available upon request. Resumes for the staff shown here have been provided in the Supplemental Appendices. Amanda Magee, PE will serve as the Project Manager, responsible for overseeing all technical and audit tasks. With hands-on experience in Commissioning and energy auditing, Ms. Magee has been working with commercial building systems for more than a decade. For the past three years, she has supported the CT Department of Energy and Environmental Protection (DEEP),

PROPOSAL FOR CT DAS





serving as the Interim Owner’s Representative for the Energy Savings Performance Contracting (ESPC) Program. Prior to that, she served as a Technical Services Provider under the ESPC. Srikanth Puttagunta PE is experienced in emerging technologies research and evaluation; currently working with Dan Farrell to develop and execute a performance measurement plan at several existing GSHP installations to establish an appropriate baseline for assessing new installations. He has also served as a Technical Services Provider for the ESPC program, reviewing engineering calculations for three State facilities. Maria Rode, PE, CEM is a Mechanical Engineer in the Commercial Building Energy Services group. She performs ASHRAE level II energy audits, retro-commissioning, and energy feasibility studies in existing commercial buildings. Ms. Rode has achieved Local Law 87 compliance for high-rise commercial office buildings, museums, schools, and hotels. Jason Boccio, CEM is a Senior Mechanical Engineer in the Commercial Building Energy Services group. His work focuses on performing ASHRAE Level II energy audits, investment grade audits, energy feasibility studies, and retro-commissioning of commercial buildings. Mr. Boccio has contributed to Local Law 87 compliance projects for multiple high rise commercial office buildings, museums and higher education facilities. He also has expertise in big data analytics, energy monitoring, and data logging. Adam Szlachetka, LEED AP, BPI MFBA, AICP is a Senior Energy Consultant at SWA. He has experience in the fields of sustainability, economic development, and city planning. As part of the energy audit team, he finds potential energy savings from maintenance procedures, while also conducting field work and drafting reports and preparing calculations. Szlachetka also oversees subcontractors on building energy efficiency upgrades and conducts measurement and verification (M&V) analyses on the effectiveness of the work.

2. SWA Experience Services Proposed SWA has the demonstrated capability to provide services under both areas defined in the RFP. Sample services under each area are briefly highlighted below. Area 1 - Energy Audit and System Monitoring & Reporting Services. ▪ Perform ASHRAE Level 1, 2, or 3 Energy Audits to evaluate the baseline energy

consumption and associated energy costs for a building or facility and identify energy measures that will result in quantified energy savings.

▪ Develop Measurement and Verification (M&V) or sub-metering plans to support monitoring and reporting of the existing facility energy use and/or to verify the actual savings have been achieved through a retrofit or equipment replacement. Plans can be customized to meet the customer’s needs, including IPMVP protocols.

▪ Assist with equipment selection and/or identification of building management system modifications required to support the M&V plan.

▪ Ongoing review and analysis of monitored data to verify that the projected performance criteria are being achieved and maintained. Reporting frequency can be customized.

▪ Third-party review of Measurement and Verification Plans submitted by others. ▪ Third-party review of energy savings calculations submitted by others. ▪ Training for facility staff and managers to support the implementation of energy savings and

ensure long-term persistence of the savings.

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Area 2 – Retrofit Supply, Installation, and Building Re-Commissioning ▪ Assist with the selection and procurement of equipment and systems to support

short- or long-term energy monitoring. ▪ Installation of short-term energy monitoring equipment and installation support/oversight for

long-term data monitoring equipment. ▪ Commissioning of newly installed systems and equipment. ▪ Re-Commissioning of previously commissioned existing equipment that is no longer

performing in accordance with the design intent, existing equipment that no longer aligns with the facility’s operational needs, or existing equipment that will impacted by a related energy upgrade at the facility.

▪ Retro-Commissioning of existing equipment that was never previously commissioned but would yield operational and/or energy benefits through equipment optimization.

▪ Training for facility managers and staff on new system or equipment operations, including verification of contractor-provided training related to Commissioning, Retro-Commissioning, or Re-Commissioning.

Recent Projects The following section contains a sample of recent projects that are relevant to the kinds of energy services that are anticipated under this contract. ➢ Energy Audit for the Town of Greenwich, Connecticut. 130,000 sf historic Town Hall, 4 stories, commercial use SWA performed an ASHRAE Level II Energy Audit, including identification of an IPMVP M&V strategy for each proposed energy measure. SWA recommended five primary energy measures that total 198,884 kWh in electric savings and 345 MMBtu in gas savings, resulting an annual costs savings of $20,481 and a combined simple payback of 2.1 years. Reference: Andy Brydges Phone: 860-665-2733; email: [email protected] ➢ Commissioning for the University of Connecticut, Storrs Campus. 68,000 sf Monteith Hall, 4 stories, gut rehab, classrooms/faculty offices, occupied Fall 2016. SWA provided enhanced Commissioning services in part to support the requirements for LEED Silver green building certification. Commissioned systems included energy recovery ventilation units, campus steam, chiller, sub-metering, the building management system, etc. Reference: Katherine Viveiros, Phone: 860-486-5981; email: [email protected] ➢ Eversource Technical and Engineering Services. SWA is currently approved to provide Technical and Engineering Services, upon request, in support of energy efficiency programs administered by Eversource. Services provided include commercial and multifamily energy audits, ENERGY STAR certifications, training, and quality control reviews of energy models. Reference: Enoch Lenge, Phone 860-665-5369; email: [email protected] ➢ NYC Department of Citywide Administrative Services. SWA is currently working with NYC DCAS to complete energy audits and retro-commissioning studies in accordance with NYC Local Law 87. Over the past two years, SWA has completed work in 37 public schools with a combined area of approximately 4.4M sf. Under the existing contract, SWA has the potential to complete another 16.1M sf in the next three years. As part of the audits SWA has recommended heating system improvements and replacements, lighting /lighting control replacements and other energy efficiency measures with all recommendations having a 7-year payback or less being implemented. SWA has generated various retro-commissioning measures that have yielded energy savings, operations improvements, and comfort improvements, many of which are required for implementation under LL 87. Some of these

mailto:[email protected]



PROPOSAL FOR CT DAS





improvements are relatively low cost aiming to modify the existing equipment or controls without requiring a complete replacement. Across the various buildings SWA has recommended a combined 45,944 MMBtu of energy savings measures. Reference: Maria Ibrahim, Phone: 212-386-0358; Email: [email protected] ➢ CT’s Energy Savings Performance Contracting Program (ESPC). Since 2015 SWA has served as the Interim Owner’s Representative, providing programmatic and technical support to the CT Department of Energy and Environmental Protection. ➢ NYSERDA’s Flexible Technical Assistance Program (FlexTech). FlexTech helps eligible facilities by providing technical assistance to understand how to lower their energy costs. SWA has been a FlexTech contractor since the program’s inception in 1998. ➢ Third-Party Technical Review for Energy Incentives. Since 2014, SWA has served as part of NYSERDA’s Technical Review team to ensure all projects have the proper scope, correct engineering, and accurate energy savings. SWA performs pre-inspections, post-installation inspections, and M&V, as needed and reviews the energy conservation measure savings calculations and estimates of potential savings (prepared by others) that are submitted for incentives under the Demand Management Program. SWA determines the validity of the recommendations and verifies the accuracy of the savings analyses. In addition, SWA is responsible for developing a verification plan tailored to the specific recommendations, executing the measurement and verification plan, analyzing the collected data, and revising the calculation based on the collected data. This work has expanded to include reviews to support Consolidated Edison. Reference: Michael Levitz, Phone: 518-862-1090; Email: [email protected] ➢ Research and Development/Industry Advisory Projects. SWA has worked on a variety of R&D and high-profile industry advisory projects that have complimented our energy work by providing us with the opportunity to achieve a deeper understanding of technical issues from a variety of perspectives. Examples include: o NYSERDA CHP Screening Tool Development. SWA developed a simple screening tool for assessing the feasibility of CHP projects, which are required as part of all MPP projects. o LL87 Advisory Role to City. SWA is a Technical advisor to Mayor’s Office of Sustainability & Long- Term Planning on key data fields that the City will require tracking for all LL87 projects to ultimately support the creation of a useful database. o Local 32 BJ M&V Project. SWA was the evaluation contractor for a project that assessed the actual energy savings from O&M practices and no-cost/low-cost upgrades implemented by building operators who participated in the 1,000 Green Supers Program. o NYSERDA Multifamily Ventilation Research. SWA was the lead contractor in a study to evaluate and refine a retrofit process incorporating the Carrier AEROSEAL technology to seal shafts and ALDES Constant Airflow Regulators to dial into appropriate ventilation rates. This process has now been implemented in thousands of units of housing across the country. o LIPA PV Study. SWA was the lead contractor in Long Island Power Authority funded study to measure the actual electric output of 200+ PV arrays. Identified common but easily avoidable issues (collector shading, inverter issues, etc.) that significantly degrade performance.



PROPOSAL FOR CT DAS





3. PRICING AND FEES Project-Specific Proposal and Schedule Upon receipt of a request for energy services available through this contract, SWA will develop a project-specific proposal. SWA will work with directly with customers to draft specific scopes of work tailored to their project requirements and a corresponding project schedule. SWA will schedule all meetings, site visits, and deliverables to meet customer project timelines. Rebates and Utility Incentives As part of the project-specific proposal, SWA will identify any potential rebates or utility incentives for which the customer may be eligible. If desired by the customer, SWA can provide support for submitting incentive applications on behalf of the customer. Incentives are typically paid to the customer directly and not to SWA.

PROPOSAL FOR CT DAS





Sample Pricing Structure for Energy Audits and Retro-Commissioning

Energy Efficient Report, Audit and Retro-Commissioning Schedule for Unit Prices 1

Energy Audit (ASHRAE Level II)Heating & Cooling Systems

($/SQ-FT)

Heating System Only

($/SQ-FT)

up to 49,999 sq-ft 2 0.15 0.1550,000 - 74,999 sq-ft 0.14 0.1475,000 - 99,999 sq-ft 0.13 0.13100,000 - 124,999 sq-ft 0.12 0.11150,000 - 149,999 sq-ft 0.12 0.11175,000 - 199,999 sq-ft 0.10 0.09200,000 - 224,999 sq-ft 0.10 0.09225,000 - 249,999 sq-ft 0.08 0.07250,000 - 274,999 sq-ft 0.08 0.07275,000 - 299,999 sq-ft 0.08 0.07300,000 - 324,999 sq-ft 0.07 0.06325,000 - 349,999 sq-ft 0.07 0.06350,000 - 374,999 sq-ft 0.07 0.06375,000 - 399,999 sq-ft 0.07 0.06400,000 - 449,999 sq-ft 0.06 0.05450,000 - 499,999 sq-ft 0.06 0.05500,000 - 749,999 sq-ft 0.05 0.04750,000 - 1,000,000 sq-ft 0.05 0.04>1,000,001 sq-ft 0.04 0.03

2. <15,000 sq-ft Fixed Fee $2,750.00

Retro-CommissioningHeating & Cooling Systems

($/SQ-FT)

Heating System Only

($/SQ-FT)up to 49,999 sq-ft 3 0.35 0.3050,000 - 74,999 sq-ft 0.30 0.2575,000 - 99,999 sq-ft 0.25 0.20100,000 - 124,999 sq-ft 0.23 0.20125,000 - 149,999 sq-ft 0.20 0.18150,000 - 149,999 sq-ft 0.20 0.18175,000 - 199,999 sq-ft 0.18 0.15200,000 - 224,999 sq-ft 0.18 0.15225,000 - 249,999 sq-ft 0.18 0.15250,000 - 274,999 sq-ft 0.18 0.15275,000 - 299,999 sq-ft 0.18 0.15300,000 - 324,999 sq-ft 0.15 0.12325,000 - 349,999 sq-ft 0.15 0.12350,000 - 374,999 sq-ft 0.15 0.12375,000 - 399,999 sq-ft 0.15 0.12400,000 - 449,999 sq-ft 0.13 0.11450,000 - 499,999 sq-ft 0.13 0.11500,000 - 749,999 sq-ft 0.12 0.10750,000 - 1,000,000 sq-ft 0.12 0.10>1,000,001 sq-ft 0.12 0.10

3. <15,000 sq-ft Fixed Fee $4,750.00

Expenses incurred in undertaking the client’s projects will be billed at cost without surcharge and are

additional to fees for services provided. Expenses include but are not limited to shipping/postage;

meeting expenses, reproductions, and travel costs on approved trips (these include airfare, ground

transportation, parking, lodging and meals).

1. Reimbursable Expenses

PRICING AND FEES

18PSX0104: Energy-Efficiency Retrofits and Energy Cost- Saving Services for Existing Buildings

Area 1) Energy Audit and System Monitoring Reporting Services

Area 2) Building Re-commissioning

PROPOSAL FOR CT DAS





APPENDIX A: RESUMES

NEW YORK, NY | WASHINGTON, DC | NORWALK, CT CALL US: 866.676.1972 | WWW.SWINTER.COM

Dianne Griffiths has been with SWA for nearly twenty years progressing from a project engineer to President. She has over thirty years of experience in evaluating residential, commercial and industrial energy systems with specific emphasis on energy efficiency and HVAC systems. She is now responsible for all aspects of the firm’s business and operations and directly manages a group of engineers that perform energy modeling, mechanical system design, renewable system design, equipment specification, construction training, field monitoring, and system performance evaluation for residential projects.

Relevant Project Experience

Project Management / Technical Assistance / Energy Analysis Clients: Federal, State and Utility Organizations

• Griffiths served as the Manager for the Consortium for Advanced Residential Buildings (CARB) - part of DOE’s Building America Program. This was a multi-year, multimillion dollar contract that provided technical consulting services to residential builders throughout the country.

• She managed a HUD-sponsored research project to collect a year of indoor moisture load data in a total of 60 homes. These data were used to validate assumptions applied in the development of design criteria, such as ASHRAE Standard 160, “Design Criteria for Preventing Moisture Damage in Buildings”, that will minimize durability problems associated with high moisture levels in homes.

• Griffiths also managed a New York State Energy Research and Development Authority (NYSERDA) funded multi-year effort to demonstrate grid-connected photovoltaic systems on ENERGY STAR® homes in residential subdivisions throughout the state of New York and a Connecticut Light & Power project to conduct a year-long field evaluation of heat pump water heaters in twenty Connecticut homes.

• Prior to joining Steven Winter Associates, Griffiths was responsible for the quality assurance component of several $1M DSM program impact evaluations for Pacific Gas & Electric Company and for the development and implementation of field monitoring and evaluation plans for the more significant projects within the program. Rebate programs evaluated included Industrial, Commercial New Construction, and Commercial HVAC.

Presentations, Publications, and Affiliations Ms. Griffiths has made presentations at several major conferences including ACI, ASHRAE, ACEEE, EEBA, GreenBuild, and IBS. She is an active member of ASHRAE, serving for several years on TC 4.3 Ventilation Requirements and Infiltration and TC 6.3 Central Forced Air Heating and Cooling Systems.

Dianne Griffiths, PE President

Expertise Project Management • Program Evaluation • Performance M&V of Emerging Technologies

Years of Experience 35+

Education MS Mechanical Engineering University of California, Berkeley BS Mechanical Engineering, University of Massachusetts, Amherst

Licensing/Certifications Professional Engineer

Affiliations ASHRAE


Amanda Magee is a Senior Mechanical Engineer at SWA. She has

a breadth of experience in residential and commercial building design and construction, for both new construction and existing building projects. Ms. Magee is actively involved in Government and Utility programs, supporting both the public sector (State, Local, and Federal Agencies) and private sector. She also works with owners and design teams to ensure proper design coordination and systems integration. With hands-on experience in commissioning, she understands the importance of verifying proper installation and long-term operational performance.

Throughout her career, Ms. Magee has focused on helping homeowners and property owners understand and reduce their building energy consumption. She performs building assessments and design reviews, identifies energy saving opportunities, quantifies the associated energy and cost savings, connects owners with utility incentives and financing opportunities, provides technical review, and supports measurement and verification of long-term energy savings.


Energy Savings Performance Contracting Program Support Since May 2015, Amanda has served as the Interim Owner’s Representative for the Connecticut Department of Energy and Environmental Protection (DEEP) in support of the Energy Savings Performance Contracting (ESPC)

Program. The state of Connecticut created a standardized ESPC Program to assist state and municipal governments in implementing comprehensive energy saving measures with little to no upfront capital. The costs of the energy retrofits are paid for by future guaranteed savings from utility and maintenance budgets. Ms. Magee is providing programmatic support to DEEP, while also managing SWA’s technical support team and assisting with project coordination for participating client agencies. From April 2014-May 2015, Amanda served as the Technical Services Provider for a $33 mil ESPC project in Connecticut, providing detailed reviews of the Investment Grade Energy Audit.

Real Time Energy Management Ms. Magee was selected to serve as an Advisor under NYSERDA’s Real Time Energy Management (RTEM)

Program. RTEM uses technologies to collect data about a building and then utilizes that data to optimize the building’s energy usage. This newly launched incentive program is focused on driving advancement and innovation in the growing RTEM market.

Commissioning Ms. Magee has provided commissioning and retro-commissioning services for projects throughout New England. Projects typically include high performance design features, advanced systems and technologies, control system integration, and an emphasis on system performance verification. Recent clients include Connecticut College, University of Connecticut, as well as a major pharmaceutical laboratory project.

Existing Buildings To help reduce energy use in existing commercial buildings, Ms. Magee performs field audits and analysis of facilities and provides recommendations to improve building energy performance. Ms. Magee is certified by the Association of Energy Engineers as an Existing Building Commissioning Professional (EBCP). Clients include the the U.S. General Services Administration (GSA), and municipalities in Connecticut.

Technical Support Ms. Magee spearheaded the firm’s participation in Technical Review projects under NYSERDA’s Demand Management and Existing Facilities Programs. Working on both large and small projects, Ms. Magee has reviewed project calculations for technical accuracy, coordinated the necessary inspections, developed Measurement and Verification (M&V) strategies, and recommended proper incentive amounts in a timely manner.

Amanda Magee, PE Senior Mechanical Engineer

Expertise Guaranteed Energy Savings Performance Contracting Program Support • Energy Analysis • Commissioning & Retro-Commissioning • Engineering Design • Advanced Building Systems • Research & Integration

Years of Experience 16

Education Masters in Architectural Engineering, The Pennsylvania State University

Bachelor in Architectural Engineering, Mechanical Option The Pennsylvania State University

Licensing/Certifications Professional Engineer (PE) in RI/CT Existing Building Commissioning Professional (EBCP)


Srikanth Puttagunta is a Principal Mechanical Engineer with SWA. He has extensive experience with new and existing buildings with specific emphasis on energy efficiency and HVAC systems. Mr. Puttagunta provides technical consulting to support building owners, developers, architects, engineers and contractors in identifying and implementing practices to reduce building energy consumption while improving the sustainability, durability, and quality of those buildings. He performs building assessments and design reviews, identifies energy saving opportunities, quantifies the associated energy and cost savings, provides technical consulting, and supports measurement and verification of long-term energy savings.


Advanced Building Systems Research and Consulting

• Conducts field evaluation and long-term monitoring of building technologies. Past research under DOE’s Building America Program included heat pump water heaters, ground-source heat pumps, dehumidifiers, and energy recovery ventilators.

Design and Verification of HVAC Systems

• Performs Manual J, S, and D calculations and provides mechanical system drawings for various single-family and multifamily residential builder projects.

• Field verification of functional performance of HVAC equipment and controls.

Forensic Field Investigations

• Conducts field investigations of residential and institutional buildings with assembly or system problems. Identifies source of problems and develops retrofit measures.

Commissioning

• Alexion Pharmaceuticals, New Haven, CT. 430,000 SF. Conducted site visits and completed functional testing to confirm that newly installed systems were optimized and functioning properly.

Product Development

• Principal Investigator on development of a ventilation integrated comfort system (VICS):a balanced energy recovery ventilation solution that is fully integrated into an air-source heat pump

• Led development of low-cost fault detection methodologies for air conditioners. The field evaluations isolated specific variables necessary for an integrated HVAC diagnostic and control system through Home Automation Inc. (HAI) termed HSTAT.

Presentations, Publications, and Training AIA Presenter. “Cracking the Code – Not Just About Energy Efficiency”, “Before it was Building Science”, “Achieving a Comfortable Home”, “On-Going Debates in Building Science”, “Controlling Moisture in Homes”

Author, S. Puttagunta. “Low-Load Space-Conditioning Needs Assessment.” 2015, Building Technologies Program, Office of Energy Efficiency and Renewable Energy, U.S. Department of Energy. DOE/GO-102015-4670

Co-Author, S. Klocke, O. Faakye, & S. Puttagunta. “Challenges of Achieving 2012 IECC Air Sealing Requirements in Multifamily Dwellings.” 2014, Building Technologies Program, Office of Energy Efficiency and Renewable Energy, U.S. Department of Energy. DOE/GO-102014-4507

Srikanth Puttagunta, PE Principal Mechanical Engineer

Expertise HVAC Design • Product Development • Commissioning • Guaranteed Energy Savings Performance Contracting Program Support • Advanced Building Systems • New Technology Field Evaluations • Applied Research • Data Analysis • Diagnostic Testing & Analysis • Energy Modeling • Energy Savings Measurement & Verification

Years of Experience 15

Education MS Civil Engineering, Building Systems University of Colorado, Boulder BS Civil & Environmental Engineering University of Michigan, Ann Arbor

Licensing/Certifications Professional Engineer (in CT/NY/NJ) Certified RESNET HERS Rater Certified PHIUS+ Rater

Affiliations ASHRAE


Jason Boccio works as a Senior Mechanical Engineer and Energy Consultant in the Commercial Building Energy Services group at SWA. His work at SWA focuses on performing ASHRAE compliant energy audits, energy analyses, and retro-commissioning of commercial buildings. He has expertise in big data analytics and utilizing both energy audits and retro-commissioning studies to develop energy saving opportunities with consideration for current incentive programs. Mr. Boccio also provides technical consulting for NYSERDA’s Demand Management Program.

Energy Audits & Energy Analysis Performs energy audits to ASHRAE standards of new and

existing buildings to confirm conformance with energy codes Creates energy analyses, reports and calculations Navigates incentives for energy efficient improvements to facility

equipment and operation with both Con Edison and NYSERDA Meets with building personnel to examine mechanical and

plumbing systems Develops energy cost comparison calculations for various HVAC

systems to determine baseline consumption and related energy savings

Retro-Commissioning Performs retro-commissioning services in large commercial office buildings in NYC including:

o Performing pre-functional testing o Development and execution of functional test procedures o Development of energy conservation measures o Verification of corrective actions and projects

Big Data Analytics Complied large public and private data sets into one contiguous data set Performed basic data cleaning utilizing spreadsheet analyses Managed the development of complex data cleaning methods and statistical analyses within R Studio

Energy Monitoring and Data Logging Installs energy monitoring devices and performs analyses on the collected data to determine energy savings

opportunities, to calculate energy savings and to perform measurement and verification of projected savings estimates

Energy Modeling Models facility systems and operation utilizing eQuest to assess energy performance and efficiency Creates energy models to evaluate the interaction of various recommended energy conservation measures

including window replacements, demand controlled ventilation and chiller replacements Energy Efficiency Incentives Estimates the applicable incentives available from both Con Edison and NYSERDA for energy efficient

upgrades

Jason Boccio, CMVPSenior Mechanical Engineer

Expertise Energy Auditing • Energy Analysis • Retro-Commissioning • Big Data Analytics • Field Testing • NYSERDA and Con Edison Rebate Programs • Energy Modeling Years of Experience 6.5 Education BS Mechanical Engineering New York University - Tandon School of Engineering Licensing/Certifications Certified Measurement and Verification Professional (CMVP) OSHA 10 Hour Training


Maria Rode is a Mechanical Engineer at SWA, working insustainability consulting. She provides energy and economic analysisfor existing commercial buildings with ASHRAE level II energy auditsand retro-commissioning studies. She develops energy conservationopportunities with consideration for current incentive programs. Ms.Rode also performs common area lighting and power surveys andprovides technical consulting for NYSERDA’s Demand Management Program.

Energy Audits & Energy Analysis Examines mechanical and plumbing systems

Analyzes energy consumption of existing buildings

Develops energy audits and energy savings calculations inaccordance with ASHRAE standards

Recommends energy savings opportunities and calculates returnon investment for energy conservation measure implementation

Retro-Commissioning Performs pre-functional and functional testing on mechanical

equipment

Recommends solutions to deficiencies discovered through testing

Calculates energy and cost savings associated with deficiency solutions

Measurement and Verification Provides measurement and verification services in accordance with IPMVP. Activities include data logger

installation and data analysis.

Commissioning Performs design review, MEP submittal review, and functional testing of HVAC equipment for new

construction projects, with a particular focus on energy efficiency.


Columbia University, New York, NY – Performed ASHRAE Level II Audits and retro-commissioning on 4academic buildings for Local Law 87 Compliance.

General Services Administration, Thurgood Marshall US Courthouse, New York, NY – Retro-commissionedthe 560,000 sf courthouse in accordance with GSA’s P-100 Facilities Standards.

SL Green Realty Corp., New York, NY – Performed Common Area Lighting and Power surveys for 25 buildings,19M sf.

Demand Management Program – Devised and reviewed savings calculations for energy efficiency projects incommercial buildings on behalf of NYSERDA, with an emphasis on demand reduction savings. Performedmeasurement and verification for energy conservation measures in existing buildings and new construction aspart of DMP.

Nightingale Bamford School, New York, NY – Provided commissioning services under a LEED Enhancedcommissioning scope for a K-12 school. Achieved LEED Certification and NYSERDA commissioning incentives.

Maria Rode, PEMechanical Engineer

ExpertiseEnergy Auditing • Benchmarking •Local Law 87 Compliance • Retro-Commissioning • Commissioning •Measurement and Verification

Years of Experience4

EducationBS Mechanical EngineeringUniversity of Virginia

Licensing/CertificationsEngineer in Training (EIT)Certified Energy Manager (CEM)

AffiliationsAssociation of Energy Engineers


Adam Szlachetka is a Senior Energy Consultant at SWA. He hasexperience in the fields of sustainability, economic development, andcity planning. His current work focuses on large dataset analysis ofbuilding stock and energy usage information, and energy audits andLL87 compliance for multifamily buildings. As part of the energy auditteam, he finds potential energy savings from maintenanceprocedures, while also conducting field work and drafting reports andpreparing calculations. Szlachetka also oversees subcontractors onbuilding energy efficiency upgrades and conducts measurement andverification (M&V) analyses on the effectiveness of the work.


Energy Efficiency Upgrade Project ManagementSzlachetka has overseen the selection, installation, incentivereimbursements of energy efficiency upgrades:

• Deep Energy Retrofit, New York, NY – Analysis and co-projectmanagement of a 174,000 SF occupied Section 8 multifamilybuilding

• Electrically Heating Affordable Housing Retrofit, New York,NY – Analysis and project management of energy efficiencyupgrades to four complexes totaling 1.8 million SF

Research & Data AnalysisSzlachetka has completed several energy audits and retro-commissioning studies of multifamily buildings including:

• Market Rate Tower, New York, NY – Rose Associates. 450,000 SF tower

• Affordable Housing Complex, New York, NY – Prestige Management. 820,787 SF complex

Szlachetka has also conducted federally-funded research on estimating impacts of benchmarking and disclosurepolicies in the United States including carbon emissions, job creation, and property valuation analyses; extensivedata analysis of publically available building information and private market research in New York City;benchmarking for Local Law 84 compliance, energy savings and incentive calculations, apartment temperaturestudies, heating terminal unit user control studies, new construction system testing, and plan reviews.

In previous positions, Szlachetka was responsible for Data and Standards Analysis and Drafting Guidelines:

• Drafted compliance and verification protocols for state of New Jersey green building guidelines

• Authored detailed analysis of LEED, ICC 700-2008, ASHRAE 189.1, BREEAM, Green Globes, and stateguidelines.

• Integrated Enterprise Community Partners’ public energy efficiency programming with internal capitalneeds assessment processes. Spearheaded developer roundtable to modify the national Green Communitiesstandard. Developed green building O&M manuals for affordable housing superintendents and residents.Authored comparison of New York City Building Code, ASHRAE standards, and green building regulations.

Adam SzlachetkaSenior Energy Consultant

ExpertiseEnergy Audits • Retro-commissioning • Benchmarking • Drafting Manuals &Guidelines • Plan Review • EnterpriseGreen Communities • NYSERDA MPP • GIS Analysis

Years of Experience9

EducationMaster of City and Regional PlanningRutgers University

BA Political EconomyMichigan State University

Licensing/CertificationsLEED AP BD+CBPI MFBAAICP

AffiliationsUrban Green CouncilAmerican Planning Association

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APPENDIX B: SWA FIRM PROFILE AND CLIENT LIST

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SELECT SWA CLIENTS