Request for Proposals (RFP) For Prop 39 Energy Management

Request For Proposals (RFP)

Prop 39 Energy Management Services

August 31, 2015

1

Request for Proposals (RFP)

For


Fresno Economic Opportunities Commission (Fresno EOC)

1920 Mariposa Mall, Suite 300

Fresno, CA 93721

August 31, 2015



August 31, 2015

2

1. Summary and Background

The School of Unlimited Learning (SOUL), a charter school operated by Fresno Economic

Opportunities Commission (“EOC”) through a contract with Fresno Unified School District is

requesting Proposals from qualified persons, firms, partnerships, corporations, associations, or

professional organizations to provide comprehensive and professional energy management services

for implementing projects identified in its approved energy expenditure plan at its charter school the

School of Unlimited Learning, using funds from the California Clean Energy Jobs Act of 2012

(Proposition 39).

Based upon the information presented in the Proposal, Fresno EOC’s Selection Committee will

choose the most highly-qualified firms. The selected firms will have an opportunity to participate in

an interview process, at which time they will discuss their Proposal, including a detailed scope of

services, proposed fee and schedule. After the interviews, the Selection Committee will identify the

firm that can provide the greatest overall benefit to Fresno EOC.

2. About Fresno Economic Opportunities Commission (Fresno EOC)

Founded in 1965, Fresno EOC has spent over four decades investing in people, helping them

become self-sufficient. The scope of service provided by our Agency consists of almost all facets of

human services and economic development. They range from pre-school education to vocational

training; from juvenile and drug abuse counseling to treatment for serious juvenile offenders; from

youth recreation to senior citizen hot meal services; from energy conservation education to crisis

intervention; from preventive health care to prenatal nutrition education; and from vocational

counseling to job placement services.

Fresno EOC is a private, nonprofit 501(c) (3) corporation governed by a twenty-four (24) member

tripartite Board of Commissioners under the auspices of the Economic Opportunity Act of 1964.

Eight of those twenty-four members are public elected officials or their designee; eight members are

from the business sector, public agencies, and community groups; the remaining eight members are

elected low-income target area representatives from throughout Fresno County. We employ over

1,300 full and part-time staff members committed to transforming lives. Fresno EOC is considered

the largest Community Action Agency in the country. With over 30 programs to serve the community,

we bridge gaps with almost every aspect of the underserved population.

3. Proposal Guidelines

This Request for Proposal provides for an open and competitive process. The Proposal deadline

date is September 25, 2015, 4:00 PM (Pacific). Fresno EOC will return Proposals received after this

date and time deadline. All Proposals must be signed by an official agent or representative of the

qualified entity submitting the Proposal.

All Proposals must contain a “Scope of Work” that describes how the consultant will perform all of

the activities required to perform the work and meet desired outcomes. The cost of all activities

should be depicted in the budget section of the Proposal.



August 31, 2015

3

If the respondent submitting a Proposal must outsource or contract any work to meet the

requirements contained herein, this must be clearly stated in the Proposal. Additionally, all costs

included in Proposals must be all-inclusive to include any outsourced or contracted work. Any

Proposals which call for outsourcing or contracting work must include a name and description of the

subcontractors.

All costs must be itemized to include an explanation of all fees and costs for services and resources

provided by contractor.

Fresno EOC hereby notifies all respondents that it will affirmatively insure that, in any contract

entered into pursuant to this advertisement, minority business enterprises will be afforded full

opportunity to submit its response to this RFP and no respondent will be discriminated against on

the grounds of race, color, sex, age, ancestry, sexual orientation, religion, marital status, national

origin, medical condition or physical disability on consideration for the award.

Contract terms and conditions will be negotiated upon selection of the winning bidder for this RFP.

All contractual terms and conditions may be subject to review by Fresno EOC and will include scope,

budget, schedule, and other necessary items pertaining to the project. Since this report involves a

personnel action, it will also require a confidentiality agreement signed by the recipient of this

contract.

This RFP is solely a solicitation for Proposals. Neither this RFP, nor any Proposal submitted in

response to this RFP shall be deemed or construed to: (A) create any contractual relationship

between Fresno EOC and any Firm; (B) create any obligation for Fresno EOC to enter into a contract

with any party; or (C) serve as the basis for a claim for reimbursement for costs associated with

submittal of any Proposal.

4. Project Purpose and Description

Energy and Sustainability Programs

The School of Unlimited Learning (SOUL) is a Charter School under contract with the Fresno Unified

School District. SOUL is a subsidiary organization of Fresno EOC. The current school building was

originally constructed in 1923 as a synagogue, SOUL took occupancy of this historic structure in

1998. The facility is a 2 story conditioned area encompassing classrooms, offices, an assembly, a

small kitchen, and student lunch room of approximately 10,566 square feet. The partial basement

houses the heating plant and storage. See Page 13, SOUL Energy Audit Report (February 2015)

Solicitation Background

Fresno EOC will continue the existing programs and anticipates extending energy programs at

existing facility in conjunction with potential funding and guidelines from The Clean Energy Jobs Act

of 2012 (Proposition 39). Fresno EOC received an allocation of approximately $106,186 for the

fiscal year 2013-2014 and anticipates allocations of $159,279 over the next five (5) years

(collectively, the “Initial Projects”).



August 31, 2015

4

5. Qualifications Required for this RFP

Fresno EOC intends to contract with a firm that has, among other qualifications, all of the following,

Extensive experience in the successful development of large commercial or public energy

programs, energy efficiency measures and clean energy systems; including, design specification,

project finance development, construction oversight, operations, maintenance and asset

management,

Experience working with school districts in regard to energy program development,

Experience in securing any and all necessary project financing, as well as credits and incentives

available through federal, state, local and utility company programs,

Experience in working with the California Division of State Architect (DSA) in regard to energy

project plan approvals,

Knowledge and understanding of applicable California Building and Electrical Codes;

Ability to provide timely, effective communication and support to Fresno EOC through multiple

means.

6. Scope Of Work

Fresno EOC intends for the selected Firm to perform the following Scope of Work. The exact scope of

work shall be determined upon selection of the vendor and the agreed-upon work shall be added to

the agreement between Fresno EOC and Consultant. Fresno EOC may choose to make an

amendment to add work that will be subject to the same general terms and conditions as the original

agreement.

Energy Management Services

Fresno EOC seeks construction, administrative management, and compliance support for projects in

Fresno EOC’s approved Prop 39 energy expenditure plan, including installation of the following

measures at its School of Unlimited Learning charter school site,

Lighting - Replace Incandescent Lamps/Fixtures,

Lighting - Upgrade Interior T12/T8 Fluorescent Fixtures,

Lighting - Replace Incandescent/Fluorescent Exit Signs,

HVAC Controls - Global Thermostat Temperature Control,

IT/Plug - PC Power Management,

IT/Plug - Plug Load Occupancy Sensors,

HVAC - Package Unit Replacement,

HVAC - Heat Pump Replacement,

HVAC - Duct Sealing,

HVAC Envelope - Roof Insulation with Radiant Barriers,

Solar - Photovoltaic Panels,

HVAC Controls - Enhanced Ventilation Control.

Construction Management Support

The scope of construction management support sought by Fresno EOC will include the following,

Developing technical specifications,



August 31, 2015

5

Bid solicitation and contractor selection,

Budgeting and cost management,

Monitoring project implementation,

Reviewing final project commissioning,

Project tracking and monitoring to fulfill Prop 39 requirements,

Education and Training of facility staff, board, students and administration,

7. Content of Proposal Responses

General

Each Proposal must be in writing and should be concise, well organized, tailored to this RFP and

demonstrate the Firm’s understanding of Fresno EOC’s energy projects goals and objectives for

Fresno EOC’s. Firms will be evaluated based on the information submitted in accordance with this

RFP, together with other information as may be available to Fresno EOC. Responses must include all

of the information specified below, and must set forth such information in the same order set forth

below.

Executive Summary

Include an overview of the Proposal (maximum of two-(2) pages) providing an overview of how the

Respondent will develop a comprehensive energy conservation and alternative-energy generation

program to meet the needs and goals of Fresno EOC. Highlights the name, title, address, telephone

number, and e-mail address of the representative to contact regarding the Response.

About the Firm/Respondent

Provide all of the following information regarding the Firm,

Legal name and address of Firm,

Name and address of the Firm’s principal place of business,

Firm’s legal form of entity (sole proprietorship, partnership, corporation, joint venture, etcetera)

and State of incorporation or other organization. If Firm is a joint venture or partnership, identify

all members of the joint venture or partnership, roles and responsibilities, three (3) examples of

previous engagements the parties,

Number of years the Firm has been engaged in energy projects,

Evidence that Firm is authorized to conduct business in the State of California,

If company is a subsidiary or affiliate of another company or companies, identify such other

company or companies,

Firm’s Proposed Project Team

Provide all of the following information regarding the Project Team,

Name of Firm’s proposed project manager and a description of such person’s experience as

relevant to Fresno EOC’s proposed energy projects,

Names of team members who would be dedicated to Fresno EOC’s energy projects,

Roles and responsibilities of team members, including an organizational chart,

Brief description of team’s ability to implement a successful energy program (history,

performance of similar scope of services, etc.),



August 31, 2015

6

History of past projects undertaken and completed by the team as a group or individually while

employed by the Firm,

Resumes for key members of the Firm’s proposed team, including key personnel of any

subcontractors that Firm proposes to use,

Describe each circumstance in which the Firm ever had a contract terminated for cause or

convenience and include the reasons for termination.

Firm’s Relevant Experience

Provide all of the following information, as applicable. Please mark “N/A” only if such

information/experience is non-existent,

List all energy service agreements Firm negotiated on behalf of its clients (either in conjunction

with a third-party investor or otherwise) during the last five (5) years and applicable to energy

projects of California school districts. specifying the school district, the date of the agreement,

and the type and general scope of the project,

List the energy conservation measures implemented in connection with past projects,

Describe technical and financial analysis underwriting capability of energy measures and list the

number of projects underwritten to date,

Total cost in dollars of commercial energy projects installed by or through the Firm’s efforts

during the last three (3) years. Include the total cost of commercial energy projects financed

through energy service agreements and power purchase agreements,

Total capacity in kilowatt hours (“kWh”) saved or generated of energy projects implemented or

installed to date through projects developed by the Firm (both public and private projects),

Overview of the Firm’s commercial office, school, industrial and agricultural, large multi-family

grid-connected Photovoltaic (PV) experience,

Total Megawatts (“MW”) and MW of California-based Public Utilities and MW pursuant to power

purchase agreements of commercial grid-connected PV installed to date,

Breakdown by application (roof mounted, ground mounted, carport, etc.) installed to date,

Average commercial grid-connected PV system size installed during the last three (3) years.

Firm’s Project References

List all commercial energy projects in California over the last five (5) years that exceed $1 million in

cost, including for each,

Exact role Firm performed for project,

Type of project,

Location of project,

Customer name and contact information,

Date installed and date deemed operational,

Project cost (includes construction cost and all applicable soft costs),

Kilowatt hours (“kWh”) produced or saved since project designed and/or installed.

Firm’s Engagement Model and Fee Structure

Describe in detail, including process, scope, and commitment points, the firm’s engagement model

and fee structure,



August 31, 2015

7

Provide hourly billing rates by position (as proposed); staffing plan (as proposed); and

reimbursable schedule (as proposed),

The Schedule of Rates (SOR) shall include each position proposed by your firm, whether you are

submitting as a prime with sub-consultant(s), joint venture, or partnership,

The staffing plan shall consist of a list of proposed staff and the level of effort of each identified

position for the duration of the initial contract period,

Included within the fee Proposal reimbursements, program costs (office supplies, copies, etc.).

Note…Travel reimbursements are not allowed.

Firm’s Litigation and Claims History

Indicate whether there has been, within the preceding five (5) years, any occurrence of the situations

described below and, if yes, describe in detail the circumstances surrounding each such situation

and its outcome.

The termination/default of the Firm or any of its principal officers or owners of any contracts you

involving, debarment, litigation, arbitration or mediation, settlement, or judgment entered within

the last five (5) years involving your firm, joint venture partners, or sub-consultants.

Convictions for filing false, deceptive or fraudulent statements in connection with any contract or

project within the past five (5) years.

Has the Firm filed any claims and/or lawsuits against any public or private sector organizations

in connection with any contracts or projects, if yes, describe the nature and the outcome of such

claim and lawsuit.

Failure by a Firm to disclose any such situations may result in a determination that the Firm is

ineligible to compete for, contract with, or perform any work in connection with Fresno EOC. Proposal Documentation

All materials submitted in response to this RFP are deemed property of Fresno EOC. To the extent

permitted by California law, Fresno EOC may exempt from disclosure for materials deemed Trade

Secrets, and materials specifically marked “Confidential” or “Proprietary” at the time of submittal,

and are specifically requested to be returned.

Fresno EOC may reject Proposals for non-responsiveness if a Firm indiscriminately notes that its

entire RFP Proposal or excessive portions thereof are “Trade Secret,” “Confidential” or “Proprietary.”

Fresno EOC is not liable or responsible any damage or injury that may result from the disclosure of

RFP responses, or portions thereof, deemed to be public records, including those exempt from

disclosure if disclosure is required by law, by an order of a court of competent jurisdiction, or which

occurs through inadvertence, mistake or negligence on part of Fresno EOC or its agents or

representatives. Firms responding to this RFP agrees to defend, indemnify and hold harmless

Fresno EOC in any action or proceeding from and against any liability, including without limitation

attorneys’ fees arising therefrom.

Conflict of Interest

Please provide a statement of conflicts your firm, sub-consulting firms, and/or key employees may

have regarding these services. The statement should not only include actual conflicts, but also any

perceived working relationships by disinterested parties as a conflict. If there are no potential

conflicts of interest please state so.



August 31, 2015

8

Insurance Requirements

Fresno EOC will require that the selected Firm have insurance in effect at all times during the term of

this agreement and that the Firm provide certificates of insurance indicating Fresno EOC, its

employees, agents, and consultants as additional insured, and copies of policies as evidence that

the insurance is in effect. The applicable insurance requirements and limits will be established by

Fresno EOC during negotiations with the Firm.

Women, Disabled Veteran, Minority-Owned and Small Businesses

Does your firm qualify as a woman, disabled veteran, minority-owned small business? If yes, provide

publically certified documentation or a self-certification statement that is subject to examination.

8. Modification or Withdrawal of Response

A Firm may at any time withdraw its Proposal by providing written request for withdrawal to Fresno

EOC. At any time prior to the deadline for Proposal submittal specified in this RFP, a Firm may modify

its Proposal by submitting the modified Proposal together with a written request to withdraw the

original Proposal and replace it with the modified Proposal

9. Rejection of Firm’s Proposal

Fresno EOC reserves the right to not select any Firm. Fresno EOC may request that one or more

respondents participate in an interview process. Fresno EOC’s Board of Commissioners will have the

authority to take action for the award of any contract, including but not limited to the right to reject

any and all Firms, to waive irregularity, and to sit and act as sole judge of the merit and qualifications

of the Firms.

10. Proposal Evaluations And Interviews

Fresno EOC Selection Committee will determine which, if any, Proposals are in Fresno EOC’s overall

best interest to accept. During the evaluation process, Fresno EOC may request additional

information, clarifications, explanations and answers from any responding Firm. Fresno EOC may

request any or all respondents to participate in a presentation and/or interviews in regard to their

qualifications. Fresno EOC reserves the right to conduct negotiations with any number of Firms, as

determined by Fresno EOC, for entering into a contract, if any.

Evaluation Criteria

Fresno EOC reserves the right to exercise discretion regarding the weight and priority of the

evaluation criteria. Proposal evaluations will include, but not be limited to the following criteria,

Proposal Packet 20 pts. – Completeness and clarity of Proposal content as listed in the RFP.

Responses that do not comply with the requirements of this RFP will be subject to rejection for

non-responsiveness; however, Fresno EOC reserves the right to waive irregularity,

Personnel and Staffing Resources 15 pts. – Professional statements of qualifications and

specialized experience of the proposed staff including the quality of the Firm’s professional

personnel to be assigned to Prop 39 projects and the quality of the respondent’s management

support personnel to be available for technical consultation and/or assistance,



August 31, 2015

9

Experience & References 35 pts. – Experience and expertise of the respondent in providing

similar services to other CA school districts, public and private entities of comparable size and

scope. Firm’s expertise in energy specific projects, California public school construction

management experience, licenses, certifications, and litigation history,

Fresno EOC may perform investigations of proposing parties that extend beyond contacting the

references identified in the Proposals,

Firm’s Engagement Model and Fee Structure 20 pts. - Including process, scope, and

commitment points,

Women/Disabled Veteran/Minority-Owned and/or Small Business 10 pts. – Provide Federal,

State or self-certification of being a women/disabled veteran/minority-owned, and/or small

business.

Interviews

The Selection Committee will invite those Firms who best meet Fresno EOC’s interests for an

interview with the Selection Committee. For those Firm’s invited, the key proposed project team will

be expected to attend the interview. The interview will be an opportunity for Fresno EOC’s Selection

Committee to review the Proposal, and other matters the Committee deems relevant to conduct its

evaluation. The interview will start with an opportunity for the Firm to present its Proposal and its

project team.

Following the interviews, the Selection Committee will make a recommendation to the Chief

Executive Officer regarding the candidates and will advise the CEO to award a contract. The criteria

for these recommendations will include those identified above.

11. Questions

Direct all questions regarding this RFP to Bill Simon, via email, [email protected]. All

questions and responses are public and posted in a timely manner on the Fresno EOC website

homepage (www.fresnoeoc.org) under the “Ongoing” column. Fresno EOC will not accept questions

after September 18, 2015. Unauthorized contact regarding this RFP with other Fresno EOC

employees or board members may result in disqualification. Oral communications are unofficial and

non-binding. It is the responsibility of Firms to check Fresno EOC’s website for any amendments or Q

& A’s to this RFP.

12. RFP Submittal

See mailing details on next page.

mailto:[email protected]



August 31, 2015

10

RFP Submittal Continued

Fresno EOC requires both paper hard copies and a digital file submissions.

Submit your Proposal Package to Fresno EOC. Submit One (1) original, and five (5) copies of

your Proposal to the address below no later than 4:00 PM (Pacific Time), Friday, September

25, 2015. Please mail or hand deliver Proposals to,

Bill Simon, Operations Officer

ATT: Prop 39 Energy Management Services

Fresno Economic Opportunities Commission

1920 Mariposa Mall, Suite 300

Fresno, CA 93721

Submit a digital Proposal in a pdf format to, [email protected] with subject line: Prop

39 Energy Management Services

Please sign and return the authorization statement on the following page with your Proposal.

Thank you for your consideration and interest in Fresno EOC.

13 Important Dates

Date of RFP Notification, August 31, 2015

Deadline for Q & A’s, September 18, 2015 Deadline for Submitting Proposals, September 25, 2015

Proposal Reviews, TBA

Interviews, TBA

mailto:[email protected]



August 31, 2015

11


For


AUTHORIZATION:

The undersigned hereby asserts that he/she is duly authorized to submit this Proposal, that all

information contained in it is true, correct and complete, and that the undersigned is authorized to

enter into a contract with Fresno Economic Opportunities Commission should he/she be selected

and approved for services, as negotiated.

________________________________________________________________________

Name of Firm/Consultant

___________________________________ ____________________________________

Name of Principal/CEO/Owner Print Signature

__________________________________ ____________________________________

Title Phone

__________________________________ ____________________________________

Address City/State/Zip

__________________________________ ____________________________________

Date License # (if applicable)

__________________________________

Email



August 31, 2015

12


For


SOUL Energy Audit Report (February 2015)

(Report begins on Page 13)

© Copyright 2015 CLEAResult. All rights reserved. We change the way people use energy™

School of Unlimited Learning (SOUL) Audit Report

March 2015

PREPARED BY CLEAResult PREPARED FOR School of Unlimited Learning

Energy Audit Report

School of Unlimited Learning Audit Report February 2015

2

We change the way people use energy™

This page intentionally left blank.


3


Contents

OVERVIEW ........................................................................................................... 4

RECOMMENDATION SUMMARY ........................................................................ 5

FACILITY OBSERVATIONS................................................................................. 6

GENERAL FACILITY DESCRIPTION ................................................................................6

COOKING & REFRIGERATION ........................................................................................7

HVAC ..................................................................................................................................8

LIGHTING ...........................................................................................................................12

OFFICE EQUIPMENT ........................................................................................................13

WATER HEATING ..............................................................................................................13

ENERGY USE AND COST ANALYSIS ................................................................ 14

ENERGY COSTS ...............................................................................................................14

SCHOOL OF UNLIMITED LEARNING ..............................................................................15

ENGINEERING AND TECHNICAL ANALYSIS .................................................... 17

CALCULATION METHODOLOGY .....................................................................................18

ENERGY SAVINGS RECOMMENDATIONS.....................................................................19

IT/PLUG – PLUG LOAD OCCUPANCY SENSORS ......................................................20

IT/PLUG – COMPUTER POWER MANAGEMENT SOFTWARE .................................21

LIGHTING – REPLACE INCANDESCENT/FLUORESCENT EXIT SIGNS ..................22

LIGHTING - REPLACE INTERIOR LIGHTING LAMPS/FIXTURES .............................23

HVAC CONTROLS – GLOBAL THERMOSTAT CONTROL .........................................25

HVAC CONTROLS – ENHANCED VENTILATION CONTROL ....................................27

HVAC – HEAT PUMP UNIT REPLACEMENT ...............................................................29

HVAC – PACKAGE UNIT REPLACEMENT ..................................................................31

HVAC – DUCT SEALING ...............................................................................................33

ENVELOPE – COOL ROOF AND INSULATION ...........................................................34

SOLAR – PHOTOVOLTAIC SYSTEM ...........................................................................36

ENERGY MANAGER SERVICES – PROJECT IMPLEMENTATION SUPPORT ........38

APPENDICES ....................................................................................................... 39

APPENDIX A – NO COST / LOW COST ACTIONS ..........................................................39

APPENDIX B – SUGGESTED MEASURES ......................................................................42

APPENDIX C – LIGHTING CONTROLS: SENSOR APPLICATIONS .............................46

APPENDIX D – 2013 BUILDING ENERGY EFFICIENCY STANDARDS .........................49

APPENDIX E – SITE ENERGY ANALYSIS BACKUP .......................................................52

APPENDIX F – 2014-15 SCHOOL CALENDAR...............................................................54

APPENDIX G – ENERGY EFFICIENCY MEASURE DETAILS ........................................55

APPENDIX H – DEFINITIONS ...........................................................................................70

APPENDIX I – ENERGY STAR SCORECARD .................................................................72


4


OVERVIEW

Congratulations on your decision to take advantage of Proposition 39 in order to make the School of

Unlimited Learning more energy efficient! We are pleased to offer our wealth of knowledge, years of

experience, and breadth of services to help you realize your energy-saving goals.

Energy efficiency is a critical element in cutting operating costs, reducing greenhouse gas emissions,

and creating a cleaner, safer, and more comfortable learning environment. Our goal is to help SOUL

take full advantage of the Prop 39 opportunity and maximize the energy efficiency potential of the

school. To achieve this, we have conducted a systematic study of your facility which includes an on-site

audit and analysis of your usage data. We have also compared your school’s current usage to the

national average through the Energy Star Portfolio Manager benchmarking tool. The data we collected

has allowed us to fully identify inefficiencies and provide recommendations for implementing solutions

to capture energy savings. All of this information is detailed in the following report, including:

Benchmarking Results

By benchmarking your facility, we are able to determine the energy use intensity of your facility.

This provides insight on how your buildings compare to similar ones across the country, and

fulfills the requirement for the Prop 39 Energy Expenditure Plan.

Audit Report

This report documents site conditions and provides an inventory of findings to identify energy

savings opportunities. It also includes the Recommendation Summary that prioritizes projects that

offer the greatest improvement first. The Recommendation Summary table illustrates measure

priority ranked by SIR, showing the most cost-effective projects first.

Energy Expenditure Plan (EEP)

We have summarized all of our audit findings, recommendations, and associated utility rebates

into the Prop 39 EEP forms as required by the California Energy Commission (CEC). Form A

summarizes the overall plan and Form B details the specific projects. These documents will be

provided separately for the school’s use.


5

RECOMMENDATION SUMMARY

Financial Summary

Site Name + Project Type Install Cost Rebate Net Project Cost

Annual Savings

Cost-of-Delay

NPV SIR SPB Project Life (CEC EUL)

HVAC Controls - Global Thermostat Temperature Control

$5,600 $2,291 $3,309 $5,313 $4,804 $54,104 17.86 0.6 11

IT/Plug - Plug Load Occupancy Sensors $440 $330 $110 $171 $137 $676 7.68 0.6 4

IT/Plug - PC Power Management $923 $525 $398 $541 $415 $2,099 5.96 0.7 4

HVAC Controls - Enhanced Ventilation Control $11,019 $3,875 $7,144 $2,706 $1,544 $26,546 4.03 2.6 10

Lighting - Replace Incandescent/Fluorescent Exit Signs

$480 $0 $480 $40 -$21 $685 1.50 12.0 16

HVAC Envelope - Roof Insulation with Radiant Barriers

$12,900 $0 $12,900 $717 -$798 $16,275 1.33 18.0 20

Lighting - Upgrade Interior T12/T8 Fluorescent Fixtures

$25,230 $1,330 $23,901 $1,464 -$1,678 $25,512 1.13 16.3 15

Solar - Photovoltaic Panels $24,300 $0 $24,300 $973 -$1,882 $24,070 1.04 25.0 20

Lighting - Replace Incandescents Lamps/Fixtures

$1,420 $0 $1,420 $251 -$197 $1,047 0.78 5.7 4

HVAC - Heat Pump Replacement $58,825 $0 $58,825 $1,658 -$6,076 $35,995 0.64 35.5 15

HVAC - Package Unit Replacement $82,421 $0 $82,421 $2,006 -$8,830 $46,200 0.59 41.1 15

HVAC - Duct Sealing $12,000 $0 $12,000 $223 -$1,624 $4,416 0.39 53.7 11

Totals $235,559 $8,351 $227,208 $16,064 -$17,159 $237,624 1.10 18.3 12.1


6


FACILITY OBSERVATIONS

School of Unlimited Learning Charter School is located in the Central Valley, in the city of Fresno. The

school includes one (1) 2-storey building, which educated a student body of (174) according to the

California Department of Education during the 2013-14 school year.

A general facility description of the school site followed by brief energy end use equipment descriptions

is provided below.

GENERAL FACILITY DESCRIPTION

SOUL is a Charter School through Fresno USD’s Economic Opportunities Commission (EOC). The

current site was originally constructed in 1923 as a synagogue and was first occupied by the school in

1998. The facility has a conditioned area of approximately 10,566 square feet.

The annual SARC report includes an evaluation of the school documenting the condition of roofs,

paving and walkways, HVAC systems, landscape maintenance, etc. According to the School

Accountability Report Card information of 2012-2013, the status of the facility systems (gas leak,

mechanical/HVAC, sewer, electrical, etc.) were classified as “Good.”

There are (5) classrooms in use at the campus. These rooms were constructed when the site was

converted to a school and most of them are controlled with stand-alone thermostats. The first floor

includes a rec room/dining area and a 200-seat theater. Space conditioning for the first floor is provided

by both split and packaged ground-mounted units, with thermostat controls. The second floor was

originally a reception hall and was converted to classrooms and offices in 1998. These rooms are

conditioned with packaged roof top units and controlled by dedicated thermostats.

The overall operating hours of the facility are from 7:00 a.m. to 4:00 p.m., Monday through Friday.

Regular instructional hours are from 8:00 a.m. to 3:00 p.m. for all grades. However, the site is occupied

after these hours to support after school programs during the year. Summer operation is limited at this

site and includes only a small fraction of the total site population. Daily 15-minute electric data interval

graphs for each month of the year have been included in the Appendix E to help document operation

hours and characteristics. The 2014-15 school calendar is included within Appendix F for reference.


7


COOKING & REFRIGERATION

This facility has a kitchen and dining area on site. The kitchen is used for prep and re-heat food service,

although cooking is allowed by the health permit. It is equipped with typical kitchen equipment

including: Three (3) reach-in refrigerators, two (2) microwaves, one (1) small 2-burner stove, and (2)

warming ovens. The room air quality is maintained by a small exhaust hood.


8

HVAC

The heating, ventilating and air conditioning (HVAC) systems account for a significant portion of the total energy cost at SOUL. There

are mainly three different HVAC system types in the school included in the inventory table below and the following descriptions.


9


SINGLE ZONE PACKAGE UNITS

Seven (7) single zone package units have been installed to supply both heating and cooling to the

building. Second floor classrooms and offices have five (5) Carrier brand units, manufactured during

1999, which supply heating and cooling. The remaining second floor spaces, offices and surrounding

hallway are conditioned by a Payne brand unit manufactured in 1992. The gas heating - DX cooling

units are located on the roof. The temperature is controlled by basic thermostats; all have been

installed within lock-boxes or have programmed “lockouts” to prevent tampering. In addition, the first

floor “Rec Room” and adjacent offices have heating and cooling provided by a large ground-mounted

Carrier unit.

Rooftop Single Zone Package Unit - Carrier

Rooftop Unit Nameplate – Carrier

Temperature Control

Rooftop Packaged Units View


10


SINGLE ZONE SPLIT UNITS

One (1) small single zone split unit has been installed to supply both heating and cooling to the

Reception area. The temperature in this area is controlled by the standalone thermostat remotely. The

unit is a Mitsubishi Mr. Slim split system heat pumps and use R22 as a working fluid.

One (1) Carrier brand single zone split is in use to condition the area referred to as “Mrs. L’s Room,”

located behind the stage. The room temperature is controlled with a standalone thermostat.

Serving the theater and certain adjacent offices on the mezzanine level above is a York system

consisting of two (2) outdoor 7.5-ton condensers and two (2) indoor 160-kBtu/h furnaces.

Single Zone Split Unit Condenser –

Mrs. L’s Room

Single Zone Split Unit Evaporator –

Mrs. L’s Room

Single Zone Unit Condenser – Rec Room Single Zone Unit Nameplate – Rec Room


11


WALL-MOUNT HEAT PUMP UNITS

One (1) wall-mounted heat pump unit supplies both heating and cooling to the modular building used as

a conference room. The unit is controlled independently with a stand-alone thermostat.

Wall-Mounted Heat Pump

Unit Stand-Alone Non-Programmable

Thermostat Wall-Mounted Heat Pump Unit

Nameplate

Single Zone Split Unit Condenser – Theater Single Zone Furnace – Theater


12


LIGHTING

INTERIOR LIGHTING

Linear fluorescent T-8 light fixtures are prevalent throughout the site. Most spaces contain 4-foot 32W

T8 lamps in troffer or panel fixtures. The number of lamps operating in each fixture varies from 1-lamp

per fixture to 4-lamps per fixture. Of particular note is the significant number of screw-in fixtures used to

illuminate the roof dome and the theater. Both incandescent and CFL lamps are in used in these

fixtures. Various lamp manufacturers were noted in the installed lamps throughout the site, and color

temperature was varied due to inconsistent stocking and re-lamping. The interior lighting systems have

been upgraded on an as needed basis. Interior lighting controls, such as occupancy sensors, are not

utilized within the campus.

EXTERIOR LIGHTING

Minimal exterior lighting is present at this site; exterior wallpack fixtures presumed to contain CFLs and

two screw-in incandescent floodlight fixtures are located on the southeast side of the facility.


13


OFFICE EQUIPMENT

SOUL is continually working to integrate technology into the curriculum. One classroom is set up as a

computer lab and contains (19) desktop PCs. Most classrooms and offices are equipped with a few

computers connected to the Internet. Software programs and other resources such as projectors and

TV/VCRs are utilized by teachers to enhance student learning. Based on visual inspection, this

equipment reflects a variety of ages. All equipment appears to be in good working condition.

WATER HEATING

Domestic hot water heating is provided by gas storage water heaters. There is a 50-gallon hot water

tank to supply hot water to the kitchen and first floor restrooms.

Gas Storage Water Heater Gas Storage Water Heater -- Nameplate


14


ENERGY USE AND COST ANALYSIS

ENERGY COSTS

This Table shows the total energy use and cost from December 2013 to November 2014, broken down

by month.

Table: Monthly Utility Usage and Cost

These Figures show the electricity and natural gas usage on monthly basis from December 2013 to

November 2014. Demand readings are representative of the largest meter at this site.

Month Days

Electric

Demand

(kW)

Electric

Usage

(kWh)

Electric

Cost ($)

Gas Usage

(Therms)Gas Cost ($)

Total

Energy Cost

($)

December 32 23 5,742 $384.57 637 $486.11 $870.68

January 32 25 6,251 $428.88 707 $539.27 $968.15

February 30 30 7,451 $507.82 425 $358.54 $866.36

March 29 37 7,946 $551.88 90 $97.49 $649.37

April 32 44 10,326 $714.52 69 $72.58 $787.10

May 30 65 16,067 $2,217.80 23 $41.06 $2,258.86

June 29 69 18,389 $2,612.26 15 $32.68 $2,644.94

July 32 50 19,389 $2,755.23 8 $28.75 $2,783.98

August 30 62 20,163 $3,065.59 12 $33.02 $3,098.61

September 32 67 23,094 $3,536.47 27 $43.85 $3,580.32

October 29 56 11,761 $1,857.67 18 $35.35 $1,893.02

November 29 35 4,857 $509.38 109 $105.00 $614.38

Total 366 69 151,436 $19,142.07 2,140 $1,873.70 $21,015.77

School of Unlimited Learning

Electricity usage and demand

(Shows monthly usage and its peak demand)

Natural Gas usage

(Shows monthly usage)


15


SCHOOL OF UNLIMITED LEARNING

For SOUL, 15-minute electric energy data was available from January 2014 through December 2014.

Results

Significant observations that can be seen in these graphs include:

Occupied time - Weekdays

Very weak control over the energy usage especially during summer.

Unoccupied time – Nights, Weekends and Holidays

Unoccupied loads are very high standing at 1.14 W/sq.ft and in summer they are even higher

reaching 1.95 W/sq.ft. Temperature controls do not seem to change between occupied and

unoccupied times.

Apparently, there is no usage of photocell control on outside lighting.

During summer, no weekend/holiday scheduling is apparent, so operation is identical to

weekdays.

Heat Map

(Jan – Dec from left to right; Morning to Night from

bottom to top; Green-low kW / Red – high kW)

Summer vs Winter Graph

(Shows typical usage during hot versus cold days)

Weather Correlated Daily Energy

(Each dot represents the energy in one day)

Note that weekend usage matches weekday usage.


16


Midnight Electricity Demand VS. Temperature

(Shows energy usage at midnight due to temperature)

Note that cooling also occurs during the unoccupied night.

Noon Electricity Demand VS. Temperature

(Shows energy usage at noon due to temperature)


17


ENGINEERING AND TECHNICAL ANALYSIS

The following section contains the recommendations of CLEAResult on a measure by measure basis

for your school. These recommendations are based on observations from the on-site energy audit as

well as conversations with facility personnel before, during, and after the audit. These energy and cost

savings estimates are meant to inform the school’s decision makers on the value and benefits of

implementing energy efficiency measures. Final savings will be determined upon installation and/or

commissioning systems and equipment upgrades.

The recommendations include a summary table of energy and financial savings with annual cost

savings and the Savings to Investment Ratio (SIR). Some of the basic assumptions that apply to all

measures are listed below. The assumptions that the California Energy Commission (CEC) include in

Proposition 39 analyses are listed as the CEC financial assumptions. There are some additional

financial assumptions listed that apply to financial metrics beyond what the CEC may or may not

consider in analyses. The blended utility rate used for energy cost is included for your school that is

based on utility data collected.

CEC financial assumptions:

Inflation rate: 2.0%

Discount rate: 5.0%

Electricity escalation: 4.0%

Non-energy benefits: 5.0%

Maintenance savings: 2.0%

Additional financial assumptions:

Cost of capital: 10%

Capital recovery factor: 0.1315

Estimated annual savings: Customers cost per unit of energy multiplied by total units of energy

saved

Blended utility rate used for energy costs, $0.126/kWh and $1.00/therm

Estimated install cost: Estimated based on historical projects completed and/or industry standard

pricing guides

It is important to note that some of the measures identified in this report may be eligible for rebates or

incentives through PG&E’s School Energy Efficiency (SEE) program for which CLEAResult is the

program implementer. Eligible measures under the SEE program must follow the procedures and

requirements of that program as well as Proposition 39 procedures and requirements. It is noted in our

recommendation where applicable energy efficiency measures fall under the SEE program.

The effective useful life (EUL) data is based on numbers provided by PG&E. Although they do not

always match the Prop 39 guidelines, they are used as the basis of this report to calculate SIR and

other financial measures. The EUL information used in the energy expenditure plan (EEP) use the

EULs from the ¬Prop 39 guidelines document.


18


CALCULATION METHODOLOGY

During the inspection, the facility staff was interviewed to understand the typical schedules and

maintenance practices. Documenting operational characteristics is vital in maintaining the embedded

knowledge in the site. Typically, not all information related to operational history at the site is available

through an on-site inspection. In order to gain visibility in this area, an interval data analysis is

performed to better document how the site is operated. Whenever 15-minute electric data and daily

gas data sets were made available by PG&E and the site, these documents are used to supplement

assumptions.

Energy usage and savings have been evaluated to reflect actual savings for projects whenever

information was available. Standard engineering simulation techniques have been used that include

direct calculations for lighting projects and calibrated simulations for HVAC measures. Weather

correlations use data from the National Oceanic and Atmospheric Administration (NOAA) weather

station located at the Fresno airport.

Incentives and rebates for qualifying SEE measures have also been included within this report to

provide your school with the best information to make decisions. Incentives and rebates change

periodically based upon utility program cycles and adjusted baselines due to the newly adopted “Title

24” California energy code, so these results should be validated at the time of installation to ensure that

they still apply.

Installation costs have been estimated through various means. Lighting retrofit costs have been

estimated based upon the average cost of similar project installations in California at schools (K-12).

These costs represent a basic cost for the project. These costs can increase for many reasons that

include the necessity to pay prevailing wage or scope creep potentially related to supplemental Title 24

requirements. Commissioning measures are dominated by time estimates for the expected work and

use RS MEANS cost data to estimate labor cost.


19


ENERGY SAVINGS RECOMMENDATIONS

Based on surveyed conditions at the time of the on-site energy audit, as well as information collected

from program staff, this report has developed recommendations for reducing energy use through school

system retrofits. Recommendations are grouped by Facility End-Use, and include a description of the

retrofit recommendation along with an economic analysis. The values provided are estimates and are

derived by comparing baseline operating conditions and equipment in use documented through the

audit process. This process is used to recommend operational and equipment upgrades that this audit

has found to be viable energy saving retrofit option(s). These estimates are meant to help the school

evaluate the relative value of implementing a system upgrade and make an informed purchasing

decision that incorporates the benefits associated with energy efficiency.

This report does not provide equipment or contract with the participant to install the recommended

measures. It is up to the school to identify and secure a method of installation. CLEAResult can assist

in evaluating contractor proposals and assist the school in securing a contractor to perform the work. It

is critical for the school to inform the SEE Program that it is interested in a project before any action is

taken. CLEAResult will continue to assist in evaluating any of the recommended retrofit projects as they

develop, since changing the type and/or quantity of equipment purchased will impact the rebate or

incentive associated with the project or projects. Failure to notify CLEAResult may cause a retrofit

project to become ineligible for rebate or incentive.


20


IT/PLUG – PLUG LOAD OCCUPANCY SENSORS

Recommendation

This technology is optimal for any plug-in device which has no

memory storage and only operates during occupied periods. A

rebate amount of $15 per plug load occupancy sensor is available.

Plug-in products can account for up to 15-20% of the energy

consumed by commercial buildings and homes. According to the

EPA, "energy consumption by office equipment represents the

fastest growing use of electricity in the country." A plug-load

occupancy sensor is a special power strip that powers the

machines down when the room is unoccupied for periods up to ½ hour. This type of sensor is

appropriate for items such as desk lamps, computer monitors, radios, personal heaters, and other non-

essential electric loads. When the sensor detects occupancy, it turns on controlled outlets. When the

space becomes vacant, the sensor turns off these outlets automatically after the preset time delay

expires.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

IT/Plug - Plug Load Occupancy Sensors

$440 $330 $110 $171 $137 $676 7.68 0.6

Inputs and Assumptions

1) Cost of Capital: 10%, Economic Life: 4 years, Capital Recovery Factor: 0.3155

2) Energy Inflation Rate: 2%

3) Est. Annual Savings: Customers cost per unit of energy multiplied by total units of energy saved

4) Blended Rate Used for Energy Costs: $0.126/kWh; $1.000/therm

5) Est. Install Cost: Estimated based on historical projects completed and/or industry standard pricing guides

6) See Energy Efficiency Measures Table Line(s) 5

7) Financial Summary reflects estimated financial metrics based on typical PG&E determined energy savings for the number of plug load sensors as determined during the site audit.

Energy Calculations

Number of Plug Load Occupancy Sensors: 22

Gas Savings per Sensor: -0.298 therms

Demand Savings per Sensor: 0.02 kW

Electric Savings per Sensor: 64 kWh

References

PG&E Workpaper: PGECOALL101 R3


21


IT/PLUG – COMPUTER POWER MANAGEMENT SOFTWARE

Recommendation

Install Computer Power Management software to standardize

power settings on all desktop computers connected to the school’s

network as well as to schedule computers to shut down completely

during the night. Additional features may include scheduled

automatic software updates, visibility of current software licensing

quantities, and timed sleep patterns. The cost of this product from

certain vendors may be 100% covered by the rebate. .

Computers on large networks are often set on various power saving settings. Individual computer

settings can range from the maximum power saving setting to continuously on, often on workstations

within the same lab. Computer Power Management Software can help ensure that every computer on

the network is on the optimal power savings setting by centralizing control of the power settings at the

server level. With a more centralized control, the IT staff is able to have control over all units in the

network system, ensuring that computers are not running at night or on weekends and holidays and

their power settings are not being overridden. When implemented over the entire network, this measure

can lead to significant savings

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

IT/Plug - PC Power Management

$923 $525 $398 $541 $415 $2,099 5.96 0.7








7) Financial Summary reflects estimated financial metrics based on typical PG&E determined energy savings for the number of desktop computers as determined during the site audit.

Energy Calculations

Number of Desktop Computers: 35

Electric Savings per Desktop Computer: 128 kWh

References

Work Paper: PGECOM105 Network Power Mgmt. R3


22


LIGHTING – REPLACE INCANDESCENT/FLUORESCENT EXIT SIGNS

Recommendation

Replace any incandescent or CFL exit signs in your facility with LED exit signs.

Emergency egress signs are one of the few electrical items in operation at a

school 24 hours/365 days per year. Light Emitting Diodes (LEDs) provide

bright, constant, and uniform illumination to the word "EXIT". LED Exit signs

are also the most popular type of exit sign available today because of their

combination of efficiency, longevity (8-10 years) and value. A typical LED exit

sign will pay back itself in the form of energy savings within 3 years. Compared to traditional

incandescent and fluorescent illuminated exit signs, LED exit signs are 10 times more efficient,

drastically reducing electricity costs associated with exit signs. Incandescent exit signs typically

consume 30-40 watts while LED models consume 2 to 4. Additionally, light source lifespan is expanded

from 2,500 hours (incandescent) to 80,000 hours (LED), eliminating maintenance cost and time while

improving reliability and building safety.

Note: LED exit signs are no longer eligible for rebates but the measure is

recommended as “low hanging fruit” that the school can easily do to achieve energy savings.

Savings

Financial Summary

Project

Est.

Install

Cost

Est.

Rebate

Net

Project

Cost

Annual

Savings

Cost-

of-

Delay

NPV SIR SPP

Lighting - Replace

Incandescent/Fluorescent Exit

Signs $480 $0 $480 $40 ($21) $685 1.50 12.0








7) Financial Summary reflects estimated financial metrics based on school’s schedule and estimated number of total egress

signs in need of replacement as determined during the site audit.

Energy Calculations

Number of LED Exit Signs: 12

See Energy Efficiency Measures Table


23


LIGHTING - REPLACE INTERIOR LIGHTING LAMPS/FIXTURES

T8 to LED Recommendation

LED troffer or panel fixtures represent the next step in advanced lighting

design for interior spaces. Particularly in school districts, troffer and

surface-mounted linear fluorescent fixtures are predominant in interior

lighting systems. Options for upgrading these systems with higher

efficiency linear fluorescent products is limited, but making the choice to install LED fixtures, tubes or

retrofit kits will result in significantly more energy savings.

Aside from the tremendous energy benefits associated with installing high efficiency lighting, some

additional advantages of LED technology include a much longer lifespan, consistent light output, wide

selection of performance characteristics, and the ease of integrating controls.

Two options exist when eliminating linear fluorescent fixtures in favor of LED fixtures: LED retrofit kits

and LED luminaire (fixture) replacements. Retrofit kits are ideal when the existing fixture housing is in

good condition, fixtures are accessible, and the fixture spacing is appropriate for the new light source. A

complete new LED fixture may be the best choice if the existing fixtures are in poor condition, new

aesthetics are desired, or as part of a larger remodeling project.

Considerations for selecting an appropriate retrofit kit or fixture replacement include:

Desired lighting properties: CRI, color temp, direct/indirect illumination

Existing luminaire condition and characteristics

Accessibility to the ceiling plenum

Due to differences in the light emitted from a fixture and

the specialized nature of light emitted from an LED, it is

advisable to think beyond a 1-for-1 retrofit strategy;

depending on the needs of occupants and the room

configuration, a reconfigured fixture layout may further optimize the lighting system. A lighting

contractor should be consulted to arrange a room mock-up or test fixture before making a decision on

large scale implementation of LED fixture replacement or retrofit. In most cases, a lighting system

upgrade will trigger California Building Code (otherwise known as Title 24). To ensure compliance with

Title 24, all mandatory measures pertaining to Altered Lighting Systems will need to be followed. For

more information on lighting controls, please see Appendix C.

Currently, interior LED fixtures and retrofit kits qualify for a custom incentive from PG&E. It is

recommended to replace T8 troffer and wraparound fixtures with LED troffer or surface-mount

replacement fixtures or retrofit kits. Fixture counts can be reduced for the areas noted below, but a

lighting vendor should be consulted before finalizing fixture count reduction plans:

Rebates are available for certain fixture types, including low- and high-bay, track, surface, pendant and

recessed downlights. Fixtures or retrofit kits must be ENERGY STAR qualified, and must be on PG&E’s

approved list at: http://www.lightingfacts.com/ca

http://www.lightingfacts.com/ca


24


Incandescent Lamp to Screw-in LED Lamp Recommendation

Also, screw-in LED replacements for incandescent lamps are available, which do not require any

special retrofitting. Replace all screw-in incandescent or CFL lamps with new screw-in LED lamps.

LEDs come at a slightly higher upfront cost when compared to incandescent and CFL lamps, but this

can be easily recovered through energy savings and reduced lamp replacement costs over the lifetime

of the bulb. The applications of LED technology should include simple bulb replacements on spot

lighting, track lighting and recessed can fixtures when it is not practical to replace the entire fixture.

Please Note: PG&E does not provide rebates for replacing incandescent lamps with screw-in CFLs.

Please refer to PG&E’s rebate catalog for more information on the lighting requirements:

http://pge.com/mybusiness/energysavingsrebates/rebatesincentives/

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

Lighting - Upgrade Interior T12/T8 Fluorescent Fixtures

1, 7

$25,230 $1,330 $23,901 $1,464 ($1,678) $25,512 1.13 16.3

Lighting - Replace Incandescent Lamps

2, 8

$1,420 $0 $1,420 $251 ($197) $1,047 0.78 5.7

Assumptions







7) See Energy Efficiency Measures Table Line(s) 11 to 61


9) Financial Summary reflects estimated financial metrics based on school’s schedule and estimated number of total lamps and/or fixtures as determined during the site audit.

Energy Calculations


http://pge.com/mybusiness/energysavingsrebates/rebatesincentives/


25


HVAC CONTROLS – GLOBAL THERMOSTAT CONTROL

Measure Description

School districts often run into the issue of controlling all of

their HVAC systems effectively. Manual thermostats

provide the challenge of assuming that those that turn on

the system also turn it off when they leave and that the set-

points are at reasonable levels. 7-day programmable

thermostats do not always shut down the units during

school breaks and holidays and the clocks on those units

do not always get adjusted for daylight savings time.

Having a centralized HVAC controls system such as

wireless thermostats that can be controlled through the internet or EMS systems that allow control

through a central computer or software program can greatly optimize school’s HVAC system and

minimize wasted energy. Items such as more closely limiting set-point temperatures, ensuring optimal

start/stop times, and ensuring that the units do not get left on during nights/weekends/breaks/holidays

can save the school, energy and reduce both energy costs as well as maintenance costs.

Recommendation

Install centralized controls for the HVAC units so that they can be controlled more closely. Ensure that

temperature set points are controllable only to within a designated range. Ensure that the units do not

run unnecessarily during nights, weekends, holidays, and breaks. Ensure that the programmed start

and stop times are correct.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

HVAC Controls - Global Thermostat Temperature

Control $5,600 $2,291 $3,309 $5,313 $4,804 $54,104 17.86 0.6








7) Financial Summary reflects estimated financial metrics based on school’s schedule, HVAC operations, equipment age, and possible current control issues as determined during the site audit.


26


Energy Calculations

SOUL has some opportunities to reduce loads during the unoccupied periods. Through an analysis of

15-minute electric data, it appears that equipment is operating significantly during the night, over the

weekend, during holidays, and over the summer when it is likely that the equipment does not need to

be operating. Energy loads vary significantly throughout the night as equipment turns on and off, but

there is also a weather correlation to this load which implies that part of this equipment is HVAC

related.

During the period from November 2013 through October 2014, electric data set was available. The

current electric baseline is 1.14 W/sf. It is assumed that the baseline can be brought down to a typical

baseline of 0.45 W/sf. Loads above this point were totaled before 7 a.m. and after 8 p.m. Savings

during weekends and holidays were only partially included, which could make these savings estimates

conservative.

Many other loads can contribute to this effect; these types of load could include pumps, fans, package

units, pneumatic compressors, exhaust fans, refrigerated units or server/IT equipment. Uncontrolled

appliances can continue to consume power unless they are turned off. Anything from printers,

projectors, fax machines, VCRs, computers, etc. can contribute to this demand. Proper education and

awareness campaigns about energy among school teachers and students can help save considerable

energy.

Unnecessary energy use can be contributed from heating, ventilation, and air conditioning (HVAC)

equipment that may not be needed during unoccupied hours. CLEAResult recommends using a “night

load” calculator to help identify what individual loads constitute this significant usage. We can provide

this tool upon request.

Midnight Electricity Demand VS. Temperature

(Shows energy usage at midnight due to temperature)

Note that cooling also occurs during the unoccupied night.


27


HVAC CONTROLS – ENHANCED VENTILATION CONTROL

Measure Description

Enhanced Ventilation control consists

of retrofitting an HVAC unit with

variable speed motor control and the

installation of demand control

ventilation when it does not exist

currently.

Demand control ventilation (DCV) is

achieved with a CO2 sensor and an

advanced digital economizer control

(ADEC) system if not installed. A CO2

sensor is installed on the unit. The existing analog controller is replaced with a digital controller that is

sensitive to small changes in the outside temperature. Thermostat wiring and operation is verified and

adjusted for optimal usage of the economizer. The CO2 sensor and fan motor speed control is wired

into the ADEC for integration of economizer and occupancy control.

The CO2 sensor allows the economizer to use less outside air during periods of reduced and low

occupancy.

The ADEC is capable of detecting and reporting problems with sensors, dampers and other

components so that the unit can operate optimally.

The ADEC adjusts the changeover setpoint with higher and lower humidity so the unit is not

overburdened with a heavy latent load (lower changeover setpoint with high humidity and higher

changeover setpoint with low humidity).

Variable speed fan motor control allows for additional energy savings by reducing air flow to meet

demands with lower occupancy.

Recommendation

Install variable speed motor controls and demand control ventilation on the large package units serving

the Theater and the Rec Room. A permanent magnet or EC motor may replace the existing motor for

additional energy savings; please see “Standard Efficiency Motor Replacement” in Appendix B for more

details.

This measure may be impacted by the 2013 Title 24 standards. Potential impacts are listed in Appendix

D Building Energy Efficiency Standards (Title 24, Part 6) of this report for HVAC controls measures.

This measure is eligible for rebate under PG&E’s business rebate program. Specific requirements must

be met, and this measure cannot be combined with the advanced digital economizer controller or

enhanced ventilation control rebate offers for the same HVAC unit. Variable air volume (VAV) units are

excluded from this rebate. For more information regarding this and other business rebates visit PG&E’s

website at:

http://www.pge.com/en/mybusiness/save/rebates/byequipment/index.page

http://www.pge.com/en/mybusiness/save/rebates/byequipment/index.page


28


Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

HVAC Controls - Enhanced Ventilation Control

$11,019 $3,875 $7,144 $2,706 $1,544 $26,546 4.03 2.6

Assumptions







7) Financial Summary reflects estimated financial metrics based on district’s schedule, HVAC operations, equipment age, and possible current control issues as determined during the site audit.

Energy Calculations

Costs for this measure are estimated using a vendor cost methodology, Catalyst with eIQ. Other

vendors of similar products are available.

Average energy savings are calculated based on an eQUEST model with variations of building

type, vintage, and climate zone.

Workpaper reference number PGECOHVC143.

Cost estimates based upon $271/ton.


29


HVAC – HEAT PUMP UNIT REPLACEMENT

Description

State of the art Heat Pumps (HP) are significantly more efficient than those available fifteen years ago.

Older units require greater input energy levels to achieve the conditioning needs of the occupants, and

the expense to operate and maintain these units over time increases. Problems often identified with

heat pumps include: broken economizers, improper refrigerant charge, unoccupied period operation,

fan/compressor short cycling, inadequate ventilation air, poor air flow, and dirty filters/coils. Existing

heat pumps should be replaced when:

Existing heat pumps are more than 15 years old (with a proactive plan in place for units at the 10

year mark).

Existing heat pumps are in poor operating condition and require expensive repairs.

Improved humidity and comfort control of the building is required.

The building is undergoing a comprehensive retrofit.

Existing heat pumps use R22 refrigerant.

Newer heat pumps contain components and technology designed to minimize energy usage, thereby

enhancing cost-effectiveness and energy efficiency. When choosing a new heat pump, look for higher

efficiency units and compare their incremental cost with their additional benefits:

High efficiency systems use less energy, which translates to less money spent on energy bills.

By using less energy high efficiency systems reduce the negative environmental effects of

burning fossil fuels and greenhouse gas emissions.

Depending upon the space served, new units may include demand control ventilation, ensuring

required ventilation is met without over ventilating the space.

Humidity – High efficiency systems not only help keep the air at the preferred temperature, but

can more effectively remove moisture from the air. Modulated systems run longer cycles at

lower pressures, helping to cool the air comfortably. Air that cools too fast without proper

moisture removal can lead to mold and other airborne problems - See more at: http://www.ac-

heatingconnect.com/seer-101/#sthash.gGzQU3NW.dpuf

Proper sizing and installation can have a significant impact on HVAC equipment efficiency; ensure

replacement units are properly sized and installed. An HVAC technician can perform load calculations

to determine appropriate equipment sizing for your location. Equipment resizing can reduce energy

usage by as much as 35 percent, according to the CEE. In order to properly size a system, it must be

checked for duct leakage and other inefficiencies that adversely affect performance.

Recommendation

When choosing a new heat pump (HP), look for efficiency ratings in the following ranges:

Split HP units under 5.42 tons: 12.0 to 12.5 EER

Single package HP units under 5.42 tons: 11.6 to 12.0 EER

Wall mount heat pump units: 11.4 EER

5.42 to <20 ton units: 11.5 to 12.2 EER

20 ton units and larger: 10.3 to 10.8 EER

http://www.ac-heatingconnect.com/seer-101/%23sthash.gGzQU3NW.dpuf



30


Current units in need of replacement are listed in the table below:

Moreover, two YORK split systems are supplying cooling load to the theater and two staff rooms;

counseling office and student service office. During school days, as the staff rooms become occupied

earlier and become unoccupied later than theater. The two big YORK split units must run

unnecessarily for just supplying the cooling load to those two staff rooms. Therefore, we recommend

splitting this zone by adding two smaller split systems for these two staff rooms to avoid running the

bigger YORK split systems when the theater is unoccupied and these two staff rooms are occupied.

The following savings table took into account the addition of two small split systems with 2.5 tons of

refrigeration capacity each for the counseling and student service office. Please consult with an HVAC

specialist for the accurate sizing of these two additional units.


D section 2.3 Building Energy Efficiency Standards (Title 24, Part 6) of this report for HVAC

replacement measures. Title 24 required features cannot be combined with other measures such as

programmable thermostats and enhanced ventilation under PG&E rebate programs when installing new

units.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-

Delay NPV SIR SPP

HVAC - Heat Pump Replacement $58,825 $0 $58,825 $1,658 ($6,076) $35,995 0.64 35.5









Energy Calculations

Savings calculations consider an increase in existing efficiency to proposed efficiency and consider estimated annual usage using an industry standard bin method to estimate usage. In certain cases, the CEC’s Energy Savings Calculator, Version 5 was used to calculate savings.

Calculated costs consider equipment, material, and labor costs in addition to crane services and curb adaptor.

Heat Pumps to be Replaced

Location Equipment Size Qty Existing Units

SOUL, first floor reception area Mitsubishi PUH30EK 2.5 Tons 1 10.17 SEER

SOUL, first floor stage Carrier 38CKC024330 2 Tons 1 10.50 SEER

SOUL, conference room Bard WH361-A10xx4xxx 3 Tons 1 9.00 EER

Efficiency


31


HVAC – PACKAGE UNIT REPLACEMENT

Description

State of the art single zone, constant volume, packaged rooftop units (RTUs) are significantly more

efficient than those available fifteen years ago. Older units require greater input energy levels to

achieve the conditioning needs of the occupants, and the expense to operate and maintain these units

over time increases. Problems often identified with RTUs include: broken economizers, improper

refrigerant charge, unoccupied period operation, fan/compressor short cycling, inadequate ventilation

air, poor air flow, and dirty filters/coils. Existing RTUs should be replaced when:

Existing RTUs are 15 years old (with a proactive plan in place for units at the 10 year mark).

Existing RTUs are in poor operating condition and require expensive repairs.

Improved humidity and comfort control of the building is required.

The building is undergoing a comprehensive retrofit.

Existing RTUs use R22 refrigerant.

Newer package units contain components and technology designed to minimize energy usage, thereby

enhancing cost-effectiveness and energy efficiency. Higher efficiency units do cost incrementally more.

However, more efficient units have additional benefits:

High efficiency systems use less energy, which translates to less money spent on energy bills.

By using less energy high efficiency systems reduce the negative environmental effects of

burning fossil fuels and greenhouse gas emissions.

Depending upon the space served, new units may include demand control ventilation, ensuring

required ventilation is met without over ventilating the space.

Humidity – High efficiency systems not only help keep the air at the preferred temperature, but

can more effectively remove moisture from the air. Modulated systems run longer cycles at

lower pressures, helping to cool the air comfortably. Air that cools too fast without proper

moisture removal can lead to mold and other airborne problems - See more at: http://www.ac-

heatingconnect.com/seer-101/#sthash.gGzQU3NW.dpuf

Proper sizing and installation can have a significant impact on HVAC equipment efficiency; ensure

replacement units are properly sized and installed. An HVAC technician can perform load calculations

to determine appropriate equipment sizing for your location. Equipment resizing can reduce energy

usage by as much as 35 percent, according to the CEE. In order to properly size a system, it must be

checked for duct leakage and other inefficiencies that adversely affect performance.

Recommendation

When choosing a new RTU, look for efficiency ratings in the ranges of 14.0 to 16.5 SEER for small

units (>5.42 tons) 11.5 to 12.0 EER for medium sized and large units (5.42 to 63.33 tons) and 9.7 to

10.2 EER for even larger units (>63.33 tons).




32


Current units in need of replacement are listed in the table below:


D section 2.3 Building Energy Efficiency Standards (Title 24, Part 6) of this report for HVAC

replacement measures. Title 24 required features cannot be combined with other measures such as

programmable thermostats and enhanced ventilation under PG&E rebate programs when installing new

units.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-

Delay NPV SIR SPP

HVAC - Package Unit Replacement $82,421 $0 $82,421 $2,006 ($8,830) $46,200 0.59 41.1









Energy Calculations

Savings calculations consider an increase in existing efficiency to proposed efficiency and

consider estimated annual usage using an industry standard bin method to estimate usage. In

certain cases, the CEC’s Energy Savings Calculator, Version 5 was used to calculate savings.

Calculated costs consider equipment, material, and labor costs in addition to crane services and

curb adaptor.

Packaged Units to be Replaced

Location Equipment Size Qty Existing Units

SOUL,second floor offices and classrooms Carrier 48HJD006---531-- 5 Tons 3 13.00 SEER

SOUL,second floor offices and classrooms Carrier 48HJD005---531-- 3.5 Tons 1 13.00 SEER

SOUL,second floor offices and classrooms Carrier 48HJD007---531-- 6 Tons 1 12.62 SEER

SOUL,second floor offices and classrooms Payne 587ANZ030060 2.5 Tons 1 10.00 SEER

SOUL, first floor offices and Rec Room Carrier 48HJD012---551-- 10 Tons 1 12.57 SEER

Efficiency


33


HVAC – DUCT SEALING

Recommendation

Using ducting to convey heated air to warm classrooms and offices requires well-sealed and insulated

ductwork in order to warm the space efficiently and maintain good indoor air quality. Leak, holes, and

poorly connected ducts can lead to significant loss of air as it travels to the room, and forces the

heating unit to operate longer to achieve the desired room temperature.

Ducting should be mechanically fastened and sealed tightly with mastic and/or Underwriters Laboratory

(UL) 181B-FX approved tapes, such as metal backed tape, according to the EPA. “Duct tape” is not

recommended. Ductwork should also be enclosed inside the building envelope, since the air distribution

system works most efficiently in conditioned air at room temperature, as opposed to un-insulated attics

and crawlspaces. If it is not practical or possible to enclose the ducting inside, ducts should be

insulated as recommended by the International Energy Conservation Code (IECC) and California’s Title

24.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-

Delay NPV SIR SPP

HVAC - Duct Sealing $12,000 $0 $12,000 $223 ($1,624) $4,416 0.39 53.7

Solar - Photovoltaic Panels








Energy Calculations

The CEC’s Energy Savings Calculator, Version 5 was used to calculate savings.

A visual assessment conducted at SOUL found good opportunity for improvement. Misaligned

panels, significant visible leaks, connections sealed with disintegrating tape, and corroded and

rusty metal on exposed exterior ductwork are all indicators of equipment in need of servicing or

upgrades.


34


ENVELOPE – COOL ROOF AND INSULATION

Recommendation

Typically, re-roofing is expensive compared to the energy savings that

can be achieved. However, the additional cost to install a more energy

efficiency roof is minimal (based upon DOE studies). This

recommendation suggests in the event that the roof needs to be replaced, the school should consider

installing a Cool Roof in addition to improving roofing insulation beyond the code requirement of R14.

By upgrading to this reflective barrier, known as a CoolRoof, solar gain through the roof is decreased.

This change has the benefit of reducing heating loads during the cooling seasons. However, it should

be noted that there will be a heating penalty during the heating season because solar gains are again

reduced.

Un-insulated shell elements in the building can greatly influence the indoor air quality (IAQ) as well as

the heating and cooling load of the building. The R-values (thermal resistance unit) of typical

construction materials are very low and as a result, they do not provide much resistance to the heat

loss during winter or heat gain in summer. Paybacks on insulating uninsulated buildings can vary

depending upon the ease of installation and the existing conditions. However, paybacks on adding

insulation to existing buildings are not as quick owing to a diminishing returns trend observed. A good

way to overcome this would be to increase insulation to the recommended levels at the end of useful

life of existing insulation in the shell elements or to act on these projects when areas are exposed for

other reasons.

Please Note: 2013 Title 24 regulations may require specific insulation values for certain climate zones

and space types. Cool Roof specifications are required in California for re-roofing in Climate Zone 11

(Anderson, CA) to meet the following prescriptive requirement:

- Aged reflectance: >=0.63

- Initial thermal emittance >=0.75

OR

- Aged solar reflectance index >=75

Actual savings vary depending upon existing conditions and the orientation of the building. These vary

up to 25% of the cooling load when no existing insulation is present. This is not the case at SOUL.

Insulation generally exists, but has been compromised in some areas. An average savings has been

estimated by performing multiple runs of the Cool Roof software module.

Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Saving

s

Cost-of-Delay

NPV SIR SPP

HVAC Envelope - Roof Insulation with Radiant Barriers

$12,900 $0 $12,900 $717 ($798) $16,275 1.33 18.0


35


Assumptions





5) Est. Install Cost for Insulation: Estimated based on historical projects completed and/or industry standard pricing guides Est. Install Cost for Cool Roof: Estimated based on a DOE supplied range between $0.75 - $1.50/sf for a low-sloped roof. Estimate of $1.50 used.


7) Financial Summary reflects estimated financial metrics based on the condition of existing insulation, the type of roofing surface and the area of the roof as determined during the site audit.

Energy Calculations

Savings are based upon the DOE Cool Roof Calculator that was developed by the US DOE Oak

Ridge National Lab. To allow for additional CA climate zones, the 2007 version of the statewide

(NRR-DR) software was used to run this calculation in the Fresno, CA area.


Location: Fresno, CA

Existing Conditions: Asphalt shingles, deteriorated insulation (estimated R5)

Proposed system with R19 insulation.

Expected Area: 8,600 sq ft

Savings cascaded with new HVAC systems: proposed unit efficiency used in the calculation.


36


SOLAR – PHOTOVOLTAIC SYSTEM

Recommendation

It is recommended to select viable energy efficiency measures recommended in this report prior to

installing a PV system. Proposition 39 guidelines have a few requirements that must be met in order for

this measure to be installed when the financing is secured through a power purchase agreement (PPA).

A PPA is an agreement between the vendor and the district for the vendor to install and maintain the

equipment over the life of the contract with the district purchasing power provided by the equipment

over the life of the contract. If the project is financed via PPA the district must include a letter of intent

from a vendor with the energy expenditure plan that includes the following:

Project or system size (capacity)

PPA term

PPA energy rate with any applicable rate escalations (not to exceed 3% escalation)

Anticipated rebate or incentive amount

Estimated production (kWh and kW) and cost savings over the PPA term

Demonstrate above savings meet required SIR

The PPA must be accompanied by a performance guarantee of 95% estimated production over 5

years, and additional performance and production guarantee over the life of the PPA term. If

productions fall below the guaranteed threshold, the vendor must reimburse or compensate the district

for the shortfall.

A few advantages on solar installation projects that schools benefit are listed below:

Unused space in the schools locations, such as roofs and parking lots, provide electricity to the

electric load of the building while use the utility grid as a back-up power source.

PV Applications for parking lots (carports) have a nice impact, not only in renewable energy

production, but also by mitigating the extreme temperatures of direct sunlight on the car.

The State of California has net-metering laws, which means that on a grid-connected PV, power

sent to the grid is credited to the system owner at the same retail rate a utility customer would

be paying for power generated by the utility, if no net excess energy is generated by the end of

the month.

PV peak production period usually matches the peak demand period, which has an effect on

bigger economic savings at the end of the billing period.


37


Savings

Financial Summary

Project Est.

Install Cost

Est. Rebate

Net Project

Cost

Annual Savings

Cost-of-Delay

NPV SIR SPP

Solar - Photovoltaic Panels $24,300 $0 $24,300 $973 ($1,882) $24,070 1.04 25.0








Energy Calculations

The CEC’s Energy Savings Calculator, Version 5 was used to calculate savings.


38


ENERGY MANAGER SERVICES – PROJECT IMPLEMENTATION SUPPORT

Recommendation

CLEAResult will work hard to ensure School of Unlimited Learning’s capital improvements and energy

efficiency retrofits are supported and implemented on budget and on schedule. CLEAResult will

approach each project in a systematic way:

Project Initiation: Define and develop the appropriate scope for each individually approved project;

identify and apply for any utility incentives that are available and ensure all construction activities

are compliant with utility requirements to receive incentives.

Project Planning: Work with select contractors to develop a timeline, finalize scope of work and

detailed budget for final approval.

Project Execution: Monitor and control project implementation activities to ensure schedule,

budget and implementation of intended design are being achieved.

Project Closure: Provide review of final commissioning and measurement and verification of

energy savings. When applicable, CLEAResult will submit any final paperwork to ensure timely

payment of utility incentives.

Costs

Summary Year 1 Year 2 Year 3 Year 4 Year 5 Total

Total approximate

available Prop 39 funding

$50,000 $50,000 $50,000 $50,000 $50,000 $250,000

Budget for energy manager

services $5,000 $5,000 $5,000 $5,000 $5,000 $25,000

Costs Calculations

10% of the total available funding.

Services based upon time and materials, as needed.

Additional services not included in cost:

Education and Training: Training support may include, developing and training energy

action teams, custodian training, facility personnel training, Energy Center software training

and support and webinars.

On-Going Monitoring and Reporting: CLEAResult proposes to use Energy Center software

solution to capture, report and provide ongoing monitoring of energy usage.

Post Implementation Review: CLEAResult will work closely with the site’s key stakeholders

to review the project, identify process improvements, provide staff training if needed, and

develop project case studies to achieve recognition for their efforts. These projects can also

be included in the quarterly newsletters.


39


APPENDICES

APPENDIX A – NO COST / LOW COST ACTIONS

CLEAN LIGHT FIXTURE LENSES

Description

Lenses on exterior fixtures serve many purposes - they protect the lamp, keep the interior of the fixture

clear of debris and modify or direct the light emitted from the lamp. Over time, the lenses become

discolored and yellow due to interactions between dust, heat, and ultraviolet light. All exposed surfaces

of the fixture will accumulate dirt unless cleaned. Between these conditions, usable light output can

diminish by more than 20%.

Recommended Action

Keep exterior fixture lenses clean. Cleaning a dirty lens can increase light output by 10%. Alternatively,

replacement lenses made of acrylic can transmit approximately 92% of a fixture's light.

HVAC EQUIPMENT LABELS

Description

Labeling of HVAC components is an inexpensive and effective method for helping facilities personnel

properly operate and maintain the HVAC systems. The labels should be easy to read when standing

next to the equipment, and durable to match the life of the equipment to which they are attached.

"AHU" refers to any air handling unit that is associated with outdoor air supply.

Recommended Action

At a minimum, the following components should be labeled in each ventilation zone of the school and

should correspond with the HVAC diagrams and drawings:

The number or name of the AHU (e.g., AHU ##, or AHU for West Wing)

The outdoor air (OA), supply air (SA), return air (RA), and exhaust or relief air (EA) connections to

the AHU, each with arrows noting proper airflow direction

The access door(s) for the air filters and the minimum filter dust-spot (or MERV) efficiency (Air

Filters, minimum xx% dust spot efficiency)

The filter pressure gauge and the recommended filter change pressure (Filter Pressure, max 0.x

in. w.g.)

The access door(s) for the condensate drain pan (Drain Pan)

Other pertinent access doors such as to energy recovery ventilation wheels or plates (Energy

Recovery Ventilation Unit)

The minimum amount of outdoor air for each AHU (### CFM minimum during occupied times)

The outdoor air damper (OA Damper), with special marks noting when the damper is in the fully

closed (Closed), fully opened (Open), and minimum designed position (Min)

If a motorized relief damper is installed (EA Damper), note the same positions as above.


40


The access door to any outdoor air controls (OA Control(s)) such as damper position

adjustments, outdoor airflow measuring stations, resets, fuses, and switches)

Breakers for exhaust fans (Exhaust Fan ##), AHU, unit ventilators

Access doors for inspection and maintenance of air ducts

Any dampers and controls for air side economizers (as appropriate)

The number or name of all exhaust fans, including the air quantity exhausted (EF##, ###CFM)

SERVER CLOSET THERMAL ENVIRONMENT RESET

Description

Reset server closet temperature. The supply temperature to the server areas can often be raised above

traditional settings without affecting the thermal equipment environment. Use environmental

specifications provided by ASHRAE or NEBS to target appropriate temperatures within the range of

59°F - 90°F.

Recommended Action

Reset server closet temperatures to a higher setting. Energy savings of about 1% per degree F rise in

temperature can be realized.

WALL-SWITCH TIMERS

Description

Wall-switch timers come in different forms. Some allow for pre-programming of a certain length of time

that the lights are turned on for each time the button is pushed. Others are a simple twist timer that

allows the occupant to set the length of time that they wish the lights to be on. In spaces that see


41


intermittent use, wall switch occupancy sensors are typically a good recommendation. However, for

spaces that are larger and cannot be covered by a wall-switch sensor alone, a wall-switch timer is a

good alternative to ensure that the lights eventually turn off once people leave the room.

Recommended Action

This technology is optimal for areas that are too large for a standard wall-switch occupancy sensor to

use and have intermittent short usage such as break rooms, work areas, or teachers’ lounges where

the more expensive ceiling mounted occupancy sensors are not required.


42


APPENDIX B – SUGGESTED MEASURES

STANDARD EFFICIENCY MOTOR REPLACEMENT

Description

The cost of electricity to operate a motor over its life time is much greater than the initial capital cost of

the motor itself. Typical life time of a motor, according to motor manufacturers is about 40,000 hours.

Therefore it is cost effective to invest in the purchase of the highest efficiency motor available because

of the huge energy saving potential over the life time. It is recommended to replace old and worn out

motors with premium efficiency motors rather than rewind because, according to US Department of

Energy studies of motors and motor drives in manufacturing facilities, rewinding makes a motor about

2% less efficient every time. Other advantages of premium efficiency motors include cooler operation

because of lower losses and higher power factor and longer lifetime because of heavier duty bearings

found on them.

Recommended Action

Replace old, worn out, or broken standard efficiency motors with the highest efficiency motor that is

feasible.

OFFICE EQUIPMENT

Description

Small appliances, such as mini fridges, microwaves, and coffeemakers, can proliferate in the school

environment, leading to high plug loads. Each plugged-in appliance contributes somewhat to overall

energy consumption at the site, sometimes referred to as “phantom loads” and can often represent an

opportunity to lower the site’s energy demand baseline.

Lots of references exist to address these types of issues. A good description of the issues is presented

in this reference:

http://energy.maryland.gov/incentives/schools/resources/presentations/workshop2/Plugloads.pdf

Furthermore, the Department of Energy (DOE) through the Federal Energy Management Program

(FEMP) provides good guidance on identifying and addressing phantom loads within school facilities.

These items are included:

TV 1 watt

VCR 2 watts

DVD Player 1 watt

Audio Product 1 watt

Desktop Computer 2 watts

Workstation 2 watts

Laptop Computer 1 watt

Copier 1 watt

Printer 1 watt

http://energy.maryland.gov/incentives/schools/resources/presentations/workshop2/Plugloads.pdf


43


Recommended Action

Limit possession of personal appliances in classrooms and offices, if applicable. Education campaigns

for the site population, including students, staff, and faculty, have been effective at raising awareness

and reducing energy consumption attributed to personal appliances without compromising occupant

comfort or convenience.

LOW FLOW DEVICES

High Efficiency Toilets

Early models of low flow toilets gave little consideration to the design of the bowl and focused solely on

reducing the amount of water used per flush. This led to problems with clogging and multiple flushes.

The new generation of high efficiency toilets has not only improved flushing ability, but has further

reduced the amount of water per flush. New toilets have flush rates as low as 1.0 gallons per flush

(GPF), compared to the current federal standard of 1.6 GPF. Replacing first generation low-flow toilets

not only saves money from reduced water use; it also improves toilet performance and reduces sewer

costs.

Faucet Aerators

Faucet aerators are a simple, inexpensive way to reduce water usage without decreasing faucet

pressure. Aerators are small screened cylinders that screw onto your existing faucet. When the water

flows through them, it is mixed with air from the gaps in the screen. This helps maintain a high,

consistent water pressure without letting as much water through. Bathroom faucets without aerators

use between two and four gallons of water per minute, while faucets with aerators typically use less

than one gallon per minute.

HIGH EFFICIENCY KITCHEN EQUIPMENT

Kitchen equipment at the end of its life,

is optimal for replacement with an

efficient model. Since kitchens which

actively cook food represent a

significant portion of energy costs,

selecting energy efficient kitchen

equipment is an effective way to

reduce consumption. Water savings of 25% and energy savings of 25% are possible by upgrading from

standard efficiency models.

Three organizations provide mainstream efficiency standards, and guidelines for commercial

foodservice equipment:

For ratings, please visit Energy Star's website, http://www.energystar.gov/.

For rebates, check out Foodservice Technology Center (FSTC), http://www.fishnick.com/.

Find further resouces at the Consortium for Energy Efficiency (CEE), http://www.cee1.org/.

http://www.cee1.org/


44


Recommended Action

Develop an energy efficient equipment replacement plan to take advantage of equipment failure.

Consider replacing equipment which is more than 10 years old. Check out www.fishnick.com for current

information about rebates available for kitchen equipment of all types.

AIR CARE PLUS

AirCare Plus tune-up services offer a thorough inspection and adjustment for unparalleled performance.

Even if the HVAC unit receives standard routine maintenance, a certified AirCare Plus technician can

identify new opportunities to increase your system’s operational efficiency including:

Programmable Thermostats - Install and set a schedule

Your certified AirCare Plus contractor will install and program a qualifying programmable

thermostat for optimal system run time (if eligible). A programmable thermostat gives

you the ability to set a heating/cooling schedule based on actual building occupancy,

rather than conditioning the air 24-7-365.

Economizer - Repair, replace sensor, and optimize adjustments

Your HVAC’s economizer saves energy by ensuring your building is making the best use

of free, fresh outdoor air, rather than relying completely on the HVAC system to cool the

space with conditioned air.

If your HVAC’s economizer is not operational, your contractor can repair it to restore

functionality. Typical repairs include the replacement of CO2 sensors, repairing

damaged wiring, or replacing broken mechanical components such as motors or

actuator.

Refrigerant Charge - Adjust and test

Your unit is tested to determine if it has the proper amount of refrigerant. If the charge

needs adjustment, your contractor will adjust the charge and re-test the charge to verify

the success of the repair.

Airflow - Clean coils and install cogged v-belts

Cleaning evaporator and condenser coils ensures optimal heat transfer, resulting in

decreased run times, energy savings, and an overall reduction of energy demand.

Cogged v-belts run with less mechanical resistance than smooth blower belts, increasing

efficiency, saving energy, and prolonging the life of your equipment.

The AirCare Plus Program is designed to enhance existing HVAC maintenance. The following are

eligibility requirements to participate in the AirCare Plus Program:

Commercial electric customers of PG&E

Packaged HVAC or qualifying split systems


45


HVAC rooftop units that have a capacity of up to 60 tons

Additional criteria used to determine eligibility may include: location, square feet of location

and/or number of units


46


APPENDIX C – LIGHTING CONTROLS: SENSOR APPLICATIONS

INTERIOR CONTROLS

Interior fixtures can be left on for significant periods during the day due to a number of reasons. To limit

this unnecessary operation all new interior fixtures should be specified with sensors. Daylight sensors

will detect when the natural light levels are sufficient to adjust the level of artificial light in the room and

vacancy sensors will ensure that the fixture is turned off during the unoccupied times. By installing a

time clock concurrently with the sensors, the lights can be shut down during non-business hours. The

three sensor technologies listed here are potentially required by Title 24 in retrofit situations. Sensor

installations can be on each fixture individually or included at a site level through an EMS control

strategy. Actual savings may vary depending on the operation of the associated fixture. Information

regarding exterior sensors can be found in the “Lighting Controls – Exterior Sensors” section of this

Appendix.

Daylighting: A daylight harvesting system has the potential to reduce interior lighting energy use while

the space is occupied. As the daylight sensor reacts to light levels, the light emitted from each fixture is

adjusted accordingly to apply a uniform, consistent light level across the space. Aside from energy-

saving benefits, studies have shown a positive effect on human health and productivity by using light

from the sun in classrooms (Daylighting Pattern Book, Lighting Research Center, 2010). Daylighting

controls are now required in many spaces by Title 24.

Dimming: Provides the ability to decrease lighting levels in the room from full brightness down to 10%

brightness. Allows the light in the room to be tailored to a specific activity: full bright for lab time and

dimmed down for smartboard or projector based lessons. Title 24 code specifies how many “steps” or

levels of dimming are required for a particular space type.

Vacancy: Two types of sensing mechanisms are available with occupancy/vacancy sensors: Passive

Infrared (PIR), which detects large motions, and Ultrasonic, which can detect smaller motions. Use

sensors that employ both technologies, called Dual Technology Sensors, in order to limit the

occurrence of false-offs. These sensors are especially effective if teachers leave the lights on during

class breaks and if lights are left on in the classrooms until the night custodians leave. Title 24 now

requires occupancy-based lighting controls for most interior spaces.

Fixture Integrated Occupancy Sensor

Install fixture integrated occupancy sensors on linear fluorescent high

bay fixtures. If the lights will be frequently turned on and off, consider

using program-start ballasts with the fixtures as well. One of the

benefits of fluorescent high bay fixtures over HID fixtures is the instant

re-strike time, which makes it possible to turn the lights on and off

instantly. This allows those fixtures to work well with occupancy

sensors. Purchase fluorescent high bay fixtures with an occupancy

sensor integrated directly into the fixture. Each fixture will then be

controlled with an occupancy sensors, so when only half of the gym is

being used, the lights on the other end can be shut off. These sensors can

be modified to fit a particular space (i.e. an aisle or gymnasium) by changing the sensitivity as


47


well as the amount of buffer time to leave the lights on when no activity is detected. When used

in conjunction with T8 and T5 lamps, Program-Start ballasts can help prolong the lamp life in

areas where occupancy sensors would be used.

Wall-Mounted Occupancy Sensor

Install wall-switch occupancy sensors in private offices and other small

spaces where automated light switches will save energy. Wall-switch

occupancy sensors are relatively inexpensive and easy to install because

they can replace a normal wall switch without special wiring. They are ideally

suited for small spaces such as individual offices, closets, or personal

restrooms. Make sure the sensor has a clear view to all areas for proper

operation and can cover the space required.

Ceiling-Mounted Occupancy Sensor

Install ceiling mounted occupancy sensors in larger spaces such

as classrooms where automated lighting controls will save energy.

Ceiling mounted occupancy sensors are most effective in large,

open areas where their high position reduces the likelihood

furniture, like TV stands or book cases, will block the sensor's

view. Two types of sensing mechanisms are available with these

occupancy sensors: Passive Infrared (PIR), which detects large

motions, and Ultrasonic, which can detect smaller motions. Use

sensors that employ both technologies, called Dual Technology

Sensors, for classrooms or study areas in order to limit the occurrence of “false-offs”. These

sensors are especially effective if teachers leave the lights on during class breaks and if lights

are left on in the classrooms until the night custodians leave.

Timeclock: Installing time-of-day controls in addition to the sensor type listed above will allow the

lighting system to be turned on only within specified operating hours. Shut-off controls are required by

Title 24.

Please Note: No rebates for interior controls are generally available after June 30, 2014 due to

changes in Title 24, CA Building Codes and Standards.

EXTERIOR CONTROLS

Exterior fixtures can be accidently left on during the day due to a number of reasons. To avoid this

occurrence all new exterior fixtures should be specified with photocell sensors. Photocell sensors will

detect when the sun rises and sets and will ensure that the fixture is turned off during the day. In many

cases, even with photocells, the fixture may be located in a shaded spot or the photocell eye is dirty

and the light stays on even during the daytime. By installing a time clock concurrently with the

photocells, the lights can be shut down during the daylight hours even though the photocell may detect


48


that the area appears dark. The three sensor technologies listed here are required by Title 24 in most

retrofit situations. Sensor installations can be on each fixture individually or included at a site level

through an EMS control strategy. Actual savings may vary depending on the operation of the

associated fixture. Information regarding interior sensors can be found in the “Lighting Controls –

Interior Sensors” section of this Appendix.

Photocell: Exterior fixtures can be accidently left on during the day due to a number of reasons. To

avoid this occurrence all new exterior fixtures should be specified with photocell sensors. Photocell

sensors will detect when the sun rises and sets and will ensure that the fixture is turned off during the

day. Photocells are required by Title 24.

Occupancy: Required by Title 24 for mounting heights under 24-ft, an occupancy sensor will turn the

fixture on to full brightness when the sensor detects movement, heat, or both, depending on the type of

sensor.

Timeclock: In many cases, even with photocells, the fixture may be located in a shaded spot or the

photocell eye is dirty and the light stays on even during the daytime. By installing a time clock

concurrently with the photocells, the exterior lights can be shut down during the daylight hours even

though the photocell may detect that the area appears dark. Time-based controls are required by Title

24.


49


APPENDIX D – 2013 BUILDING ENERGY EFFICIENCY STANDARDS

(TITLE 24, PART 6)

HVAC REPLACEMENT

Whole Packaged or Split HVAC Units

Whole packaged units and split HVAC units must meet the following requirements when being replaced

under the 2013 Title 24 standards:

Must meet thermostatic control requirements

Outside air supply and exhaust equipment shall be installed with dampers that automatically

close upon fan shutdowns

Equipment must meet or exceed minimum cooling and heating efficiencies

Minimum design quantities of outside air must be met through natural or mechanical ventilation

Must have demand control ventilation if the unit has an economizer and is designed for high

occupancy (classrooms exempt)

Demand shed controls for units with direct digital controls (DDC) down to the zone level

Equipment sized per cooling and heating load calculation guidelines

Meet fan power consumption guidelines for systems with greater than 25-hp in fan motors

Must be equipped with economizers if greater than 4.5 cooling tons

Must meet duct sealing and leakage testing requirements

Must meet duct insulation requirements if replacing or installing any ducting beyond the unit

supply or return plenum

Heat Pumps

Heat pumps must meet the following requirements when being replaced under the 2013 Title 24

standards:




Equipment must meet or exceed minimum cooling and heating efficiencies


Must have demand control ventilation if the unit has an economizer and is designed for high

occupancy (classrooms exempt)

Demand shed controls for units with DDC controls down to the zone level

Equipment sized per cooling and heating load calculation guidelines

Meet fan power consumption guidelines for systems with greater than 25-hp in fan motors

Must be equipped with economizers if greater than 4.5 cooling tons





50


Supplementary electric resistance heaters must have specialized controls that minimize the use

of supplementary heating

Furnace

Furnaces must meet the following requirements when being replaced under the 2013 Title 24

standards:




Equipment must meet or exceed minimum heating efficiencies


Equipment sized per heating load calculation guidelines

Must meet fan power consumption guidelines for systems with greater than 25-hp in fan motors




Gas and oil fired furnaces with 225,000 BTU/h input or greater will need the following measures to

minimize stand by losses under the 2013 Title 24 standards:

Intermittent ignition or interrupted device

Either power venting or a flue damper (vent dampers acceptable if combustion air supplied from

conditioned space)

Furnaces located outside of conditioned space will have a maximum of 0.75% jacket losses

HVAC REPAIR

When altering an HVAC unit, design requirements must be completed by a third party Professional

Engineer under 2013 Title 24 standards. Additional requirements may be required when altering the

following equipment on HVAC units:

Cooling coil or heating coil – thermostatic control requirements must be met.

Sensors and control equipment – thermostatic control and demand control ventilation

requirements must be met, and units must be equipped with economizers and supply air

temperature reset controls.

Dampers – ventilation calculation guidelines must be followed and demand control ventilation

requirements must be met.

HVAC CONTROLS

HVAC Unitary Systems

Under Title 24, unitary HVAC systems are considered to be one of the following types of units:


51


Package terminal air conditioners

Unitary air conditioners and condensing units

Unitary heat pumps

Applied heat pumps

Variable refrigerant flow units

Forced air furnaces

Unit heaters

Unitary HVAC equipment undergoing control installations must meet the following requirements under

the 2013 Title 24 standards (note that some units are exempt or some requirements only apply to

certain equipment types):

Must have setback capable zone thermostats

Units must have demand control ventilation (Unit heaters exempt)

Must have shutoff and reset capabilities

Outside air supply and exhaust equipment must have dampers that automatically close upon

fan shutdowns (Unit heaters exempt)

Must contain isolation devices for multi-zone equipment serving over 25,000 square feet (only

applies to Applied heat pumps and Variable refrigerant flow units)

Demand shed controls for units with zone level control (Unitary air conditioners and condensing

units, Unitary heat pumps, and Unit heaters exempt)

Economizer fault detection and diagnostics (FDD) systems must be installed on units greater

than 4.5 cooling tons (Unit heaters exempt)

Zone controls that prevent reheating, recooling, and simultaneous heating and cooling of the

same zone (some exemptions apply for VAV systems) (only applies to Package terminal air

conditioners, Applied heat pumps, and Variable refrigerant flow units)

Supply temperature reset (only applies to Package terminal air conditioners)

Variable flow control (only applies to Package terminal air conditioners, Applied heat pumps,

and Variable refrigerant flow units)

The 2013 Building Energy Efficiency Standards commonly known as Title 24, Part 6 can be found on

the California Energy Commission’s website here:

http://www.energy.ca.gov/2012publications/CEC-400-2012-004/CEC-400-2012-004-CMF-REV2.pdf.

In addition, the California Statewide Codes & Standards Program is an additional resource that can be

used to aid in understanding of codes and standards set forth by Title 24, Part 6. The Energy Code Ace

website is the vehicle through which they provide free tools and resources, such as triggers sheets.

They are funded by utility customers under the California Public Utilities Commission and the major

investor owned utilities. The previously mentioned trigger sheets can be found on their website here:

http://energycodeace.com/content/resources-trigger-sheets/.

They are an excellent resource in pointing you to directly applicable sections of the 2013 Title 24

standards.

http://www.energy.ca.gov/2012publications/CEC-400-2012-004/CEC-400-2012-004-CMF-REV2.pdf

http://energycodeace.com/content/resources-trigger-sheets/


52


APPENDIX E – SITE ENERGY ANALYSIS BACKUP SOUL – Daily Performance Graphs (for each month)


53

SOUL – Hourly Weather Correlation Graphs (for each hour) – primarily school days


54

APPENDIX F – 2014-15 SCHOOL CALENDAR


55

APPENDIX G – ENERGY EFFICIENCY MEASURE DETAILS

Energy Efficiency Measure Details

Existing Equip. Proposed Equip. Savings Project Costs

Line #

Location Description Qty. Description Qty. kWh kW Therms Install Cost

Rebate Net Install Cost

Annual Savings

1 School of Unlimited Learning - Multiple rooms

Minimal HVAC Control

1 Night Load - Schooldays

1 14,722 0.00 0 $1,400 $700 $700 $1,861



1 Night Load & Temp Reset - Weekends

1 17,395 0.00 0 $1,400 $700 $700 $2,199



1 Night Load & Temp Reset - Holidays

1 2,241 0.00 0 $1,400 $198 $1,202 $283



1 Night Load & Temp Reset - Summer Break

1 7,675 0.00 0 $1,400 $693 $707 $970


No Occupancy Plug Management

22 Occupancy Sensor: Plug-Load

22 1,408 0.44 -7 $440 $330 $110 $171


56



Line #



Annual Savings


No Power Management Software

35 Computer Power Management Software

35 4,472 0.05 -24 $923 $525 $398 $541

7 SOUL-First Floor York Units

Enhanced Ventilation Control

2 No Demand Ventilation Control

2 10,734 3.08 267 $7,308 $2,325 $4,983 $1,624

8 SOUL-First Floor Carrier Unit

Enhanced Ventilation Control

1 No Demand Ventilation Control

1 7,156 2.05 178 $3,710 $1,550 $2,160 $1,083

9 SOUL-First floor - Exit signs

1-Lamp, 9W CFL Exit Sign Fixture

12 2-Lamp, 2W LED Exit Sign Fixture

12 315 0.04 0 $480 $0 $480 $40

10 School of Unlimited Learning - Roof

Asphalt Roof 8,600 Cool Roof with R-19 Insulation

8,600 7,026 0.00 -171 $12,900 $0 $12,900 $717

11 SOUL-First floor - Theater Stage

2-Lamp, 4ft 34W T12 Fixture with Mag-ES Ballast

7 Dimmable 30W Panel/Troffer LED Fixture

7 834 0.37 0 $1,750 $48 $1,702 $105


57



Line #



Annual Savings

12 SOUL-First floor - Reception

2-Lamp, 4ft 32W T8 Fixture with NLO Electronic Ballast


3 198 0.09 0 $750 $29 $721 $25

13 SOUL-First floor - Recreation center



5 465 0.20 0 $1,250 $71 $1,179 $59

14 SOUL-First floor - Kitchen



4 547 0.24 0 $1,000 $32 $968 $69

15 SOUL-First floor - Rest rooms



2 192 0.08 0 $500 $21 $479 $24




2 132 0.06 0 $500 $17 $483 $17

17 SOUL-First floor - Career center



2 132 0.06 0 $500 $17 $483 $17


58



Line #



Annual Savings

18 SOUL-First floor - SOS



3 198 0.09 0 $750 $29 $721 $25

19 SOUL-First floor - Case manager office



2 132 0.06 0 $500 $17 $483 $17

20 SOUL-First floor - Joe



2 132 0.06 0 $500 $17 $483 $17

21 SOUL-First floor - Counting office



2 132 0.06 0 $500 $17 $483 $17

22 SOUL-First floor - Registrar



2 132 0.06 0 $500 $17 $483 $17


59



Line #



Annual Savings

23 SOUL-First floor - Corridor



2 132 0.06 0 $500 $17 $483 $17

24 SOUL-First floor - Conference room



2 132 0.06 0 $500 $17 $483 $17

25 SOUL-Second floor - Classroom 1



5 1,190 0.52 0 $1,250 $174 $1,076 $150




8 201 0.09 0 $1,080 $29 $1,051 $25




5 876 0.38 0 $1,250 $130 $1,120 $111


3-Lamp, 4ft 32W T8 Fixture with Mag-ES Mag-ES Ballast


9 2,143 0.94 0 $2,250 $309 $1,941 $271


60



Line #



Annual Savings




1 135 0.06 0 $250 $17 $233 $17

30 SOUL-Second floor - Teacher office



2 132 0.06 0 $500 $17 $483 $17




1 135 0.06 0 $250 $17 $233 $17

32 SOUL-Second floor - Counseling office



4 264 0.12 0 $1,000 $41 $959 $33

33 SOUL-Second floor - Student service office



4 264 0.12 0 $1,000 $41 $959 $33


61



Line #



Annual Savings

34 SOUL-Second floor - Independent study center



4 264 0.12 0 $1,000 $41 $959 $33

35 SOUL-Second floor - Principal's office



2 132 0.06 0 $500 $17 $483 $17

36 SOUL-Second floor - Secretary



2 132 0.06 0 $500 $17 $483 $17

37 SOUL-Second floor - Corridor



8 798 0.35 0 $2,000 $117 $1,884 $101


No Sensor 1 Interior T24 Sensors: Daylight + Occ + Timer

1 51 0.00 0 $100 $0 $100 $6

39 SOUL-First floor - Recreation center


1 86 0.00 0 $100 $0 $100 $11


62



Line #



Annual Savings

40 SOUL-First floor - Kitchen


1 68 0.00 0 $100 $0 $100 $9



1 34 0.00 0 $100 $0 $100 $4



1 34 0.00 0 $100 $0 $100 $4

43 SOUL-First floor - Career center


1 34 0.00 0 $100 $0 $100 $4

44 SOUL-First floor - SOS


1 51 0.00 0 $100 $0 $100 $6

45 SOUL-First floor - Case manager office


1 34 0.00 0 $100 $0 $100 $4

46 SOUL-First floor - Joe


1 34 0.00 0 $100 $0 $100 $4


63



Line #



Annual Savings

47 SOUL-First floor - Counting office


1 34 0.00 0 $100 $0 $100 $4

48 SOUL-First floor - Registrar


1 34 0.00 0 $100 $0 $100 $4

49 SOUL-First floor - Corridor


1 34 0.00 0 $100 $0 $100 $4

50 SOUL-First floor - Conference room


1 34 0.00 0 $100 $0 $100 $4



1 86 0.00 0 $100 $0 $100 $11



1 91 0.00 0 $100 $0 $100 $12



1 86 0.00 0 $100 $0 $100 $11


64



Line #



Annual Savings



1 154 0.00 0 $100 $0 $100 $19



1 34 0.00 0 $100 $0 $100 $4

56 SOUL-Second floor - Counseling office


1 68 0.00 0 $100 $0 $100 $9

57 SOUL-Second floor - Student service office


1 68 0.00 0 $100 $0 $100 $9

58 SOUL-Second floor - Independent study center


1 68 0.00 0 $100 $0 $100 $9

59 SOUL-Second floor - Principal's office


1 34 0.00 0 $100 $0 $100 $4

60 SOUL-Second floor - Secretary


1 34 0.00 0 $100 $0 $100 $4


65



Line #



Annual Savings

61 SOUL-Second floor - Corridor


1 137 0.00 0 $100 $0 $100 $17

62 SOUL Roof No PV System 0 PV System < 10 kW

0 7,695 1.28 0 $24,300 $192 $24,108 $973

63 SOUL-First floor - Theater


1 44 0.00 0 $100 $0 $100 $6

64 SOUL-First floor - Theater

1-Lamp, Screw 23W CFL Fixture

6 13W Screw-in LED lamp - no rebate

6 137 0.06 0 $120 $0 $120 $17

65 SOUL-First floor - Theater Dome



48 1,094 0.48 0 $960 $0 $960 $138

66 SOUL-First floor - Theater Chandelier



6 137 0.06 0 $120 $0 $120 $17


1-Lamp, 60W Incandescent Lamp Fixture

4 18W Srew-in LED Lamp - no rebate

4 383 0.17 0 $80 $0 $80 $48


66



Line #



Annual Savings

68 SOUL-First floor - Kitchen hood

1-Lamp, 60W Incandescent Lamp Fixture

2 18W Srew-in LED Lamp - no rebate

2 192 0.08 0 $40 $0 $40 $24

69 School of Unlimited Learning - First Floor

Standard Efficiency Split Units (Mitsubishi - PUH30EK)

1 New High Efficiency Split Unit

1 2,217 0.39 0 $6,536 $0 $6,536 $280

70 School of Unlimited Learning - Second floor, Counsel office, Studet service office

Using the Standard Efficiency Theater Split Systems

2 Two New and Seperate High Efficiency Split Units

2 2,403 15.40 0 $13,072 $0 $13,072 $304

71 School of Unlimited Learning - First Floor

Standard Efficiency Split Units (2 Ton Carrier - 38CKC024330)

1 New High Efficiency Split Unit

1 1,814 0.32 0 $5,823 $0 $5,823 $229

72 School of Unlimited Learning - First Floor, Conference room

Standard Efficiency Package Units (3 Ton BARD Wall mount)

1 New High Efficiency Package Units

1 2,100 0.35 0 $7,250 $0 $7,250 $265


67



Line #



Annual Savings

73 School of Unlimited Learning - First Floor (Replacing 10 Ton Carrier- 48HJD012---551--)

Standard Efficiency Package Units (10 Ton Carrier- 48HJD012---551--)

1 New High Efficiency Split Unit ( 2 Ton)

1 1,832 0.32 0 $11,645 $0 $11,645 $232



1 New High Efficiency Split Unit ( 3 Ton)

1 2,749 0.48 0 $14,500 $0 $14,500 $347

75 School of Unlimited Learning - Second Floor

Standard Efficiency Package Units (2.5 Ton Payne - 587ANZ030060)


1 1,292 0.35 -15 $6,980 $0 $6,980 $149




3 8,137 2.18 -92 $32,332 $0 $32,332 $936


68



Line #



Annual Savings




1 2,045 0.55 -23 $9,258 $0 $9,258 $235




1 3,294 0.88 -37 $12,296 $0 $12,296 $379



1 New High Efficiency Package Unit ( 5 Ton)

1 2,670 0.72 -30 $21,555 $0 $21,555 $307


Ducts With Leakage (2.5 Ton Payne - 587ANZ030060)

1 Seal The Ducts

1 59 0.02 12 $2,000 $0 $2,000 $20


Ducts With Leakage (5 Ton Carrier- 48HJD006---531--)

3 Seal The Ducts

3 370 0.11 76 $6,000 $0 $6,000 $123


69



Line #



Annual Savings

School of Unlimited Learning - Second Floor


1 Seal The Ducts

1 93 0.03 19 $2,000 $0 $2,000 $31

School of Unlimited Learning - Second Floor


1 Seal The Ducts

1 150 0.04 31 $2,000 $0 $2,000 $50

Totals 125,636 34.39 183 $235,559 $8,543 $227,016 $16,064


70


APPENDIX H – DEFINITIONS

FINANCIAL DEFINITIONS

Future Value

Future-Value cash flows are the estimated annual energy savings in dollars spread over the life of an

investment.

Discount Rate

Discount-Rate is the minimum rate of return required by a district. The Discount-Rate is used as the

interest rate in Present-Value calculations. The Discount-Rate is used as a measure of risk, used to

account for any variables or changes that may affect the economic value of the investment. The higher

the perceived risk of an investment, the higher the Discount-Rate should be. The higher the Discount-

Rate assigned to an investment, the lower the Present-Value of the investment will be

Present-Value

Present-Value is the discounted sum of all Future-Value cash over the life of an investment. Using a

Discount-Rate, the district discounts the Future-Value cash flows of the investment based upon the

perceived risk the investment poses to the organization.

PV = FV Cash Flow/ (1+Discount-Rate)^Project Life

Net-Present-Value

Net-Present-Value is the Present Value of all future cash flows over the life of an investment minus the

initial project cost.

NPV= Sum(Present Value Cash Flows) – Investment Cost

Internal-Rate-of-Return

Internal-Rate-Of-Return is an internal financial metric used by districts to decide whether or not to

undertake an investment. The higher an investments Internal-Rate-Of-Return, the more desirable it is to

undertake. Assuming all investments require the same upfront cost, the investment with the highest

IRR would be considered the best and undertaken first. The basic rule is that if an investment produces

an Internal-Rate-Of-Return greater than the investment’s Discount-Rate, the investment is economically

feasible. If the Internal-Rate-Of-Return is less than the investment’s Discount-Rate, the investment

should not be undertaken.

Modified Internal-Rate-of-Return

Modified-Internal-Rate-Of-Return is an internal financial metric used by districts to decide whether or

not to undertake an investment. Similar to Internal-Rate-Of-Return, a Modified-Internal-Rate-Of-Return

greater than the investor’s Discount-Rate would indicate that the investment should be undertaken.

Modified-Internal-Rate-Of-Return has an advantage in that it assumes cash flows from the investment

are re-invested at a “safe-rate”. The “safe-rate” in the context of energy efficiency is the required rate of

return for an investment, typically equal to the Discount-Rate.


71


Simple Payback Period

Compared to the more sophisticated financial measures such as Net-Present-Value and Modified-

Internal Rate-Of-Return, Simple Payback is simple to understand. Its simplicity however can cause

districts to overlook potentially very profitable investments. Simple Payback is calculated as the number

of years it takes for an investment to “pay for itself” through the annualized savings or benefits that the

investment creates. The major drawback of using Simple Payback as a decision making tool is that it

measures only time, and does not take in to account the cost of money or the profitability of an

investment after the project has paid for itself.

Capital Recovery Rate (j)

The interest rate used in the capital recovery factor formula. Typically most districts will use their

Weighted Average Cost of Capital (WACC), adjusted up or down for perceived risk.

Capital Recovery Factor

The Capital Recovery Factor (CRF) is used to determine a single annual cost incurred, spread out over

the economic life of an investment. The purpose of using a CRF is to provide a district with a single cost

to use when budgeting capital expenses, such as energy efficiency improvements. The Capital

Recovery Factor takes into account the Discount Rate (j) used in the cash flow valuation of an

investment and the economic life (n) of the investment to provide investors with a present value cost.

The formula is shown below:

Capital Recovery Factor (CRF) = [j(1+j)^n]/[(1+j)^n]-1

Annualized Project Cost

Annualized Project Cost is used in the Cost-of Delay financial model. This metric identifies all of the

costs and benefits associated with an investment and amortizes them as a fixed amount that can be

budgeted over the economic life of the equipment, similar to how home mortgage payments are

determined. The Annualized Project Cost is determined by multiplying the project cost by the Capital-

Recovery-Factor.

Annual Cost-of-Delay

The Annual-Cost-of-Delay is the annual cost a district would incur by operating inefficient equipment

compared to investing in an efficient upgrade. The equation is shown below:

Annual-Cost-of-Delay = Annual Gross Energy Savings ($) – Annualized Project cost

Savings-to-Investment Ratio

The Savings-to-Investment Ratio (SIR) is calculated based on the net present value, the project

installation cost, and any benefits to the cost including rebates, grants, and non-energy benefits. Under

Proposition 39 guidelines non-energy benefits are generally considered to be 5% of project costs. Bond

funds can be considered grants when they are tax-backed bonds or non-general obligation bonds, for

which a tax source repays the bonds. Additional fund sources can be used to finance projects, but will

not “buy down” the cost of the project. The SIR equation is as follows:

SIR = NPV / (Project Installation Cost – Rebates – Grants – Non-energy Benefits)


72


APPENDIX I – ENERGY STAR SCORECARD

Documents

Request for Proposals (RFP) For Prop 39 Energy Management