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H.B. 264 Significant Updates WebinarThis webinar has been approved for 1.0 HSW AIA CEUs

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H.B. 264 School Energy Conservation

Finance Program

2012 Submittal Guide Requirements & Guidelines

The 2012 Addition

• Changes in law– Governing Law: 133.06 (G)– 2011Changes: H.B. 153

• Emphasis on existing requirements• Refinement of requested information

Learning Points

• Changes in law governing H.B. 264• Requirements for a H.B. 264 proposal• District responsibilities• Basic energy conservation strategies

and principles

H.B. 264 Basic Requirements

• Proposed energy conservation measures (ECM) must have a reasonable energy component

• Proposed project cumulative payback including any finance cost must be fifteen years or less

• Must have a school board action

Review/Approval Process

• Submit proposal• OSFC staff reviews and makes recommendation

concerning approval• Commission votes (approve/disapprove)• A formal letter is issues to the district• The project can begin the day of the approval

after the official Commission vote

Review Philosophy

• Reasonableness– Engineering– Energy management– Cost

• School district – Ownership– Responsibility

Review Team

• Mark Wantage, OSFC• Marlaina Hill, OSFC• Been Kuo, OSFC• Franklin Brown, OSFC• Other OSFC resources as needed• Tony Sutor, Ohio Department of Development• Scott Thrapp, Ohio Department of Development

H.B. 264 Submittal Guide Introduction

• Helpful hints• OSFC contact information• New requirement:

– Goal: paperless process– Electronic submittals only

• Single searchable Adobe.pdf file• Two copies if mailed

Section 1 - 3

These sections form the basis of the accountability and tracking of the project1.Transmittal letter2.Contact information3.Qualifications (of the individual/team developing the proposal)

“Historical High”

Section 4

• Executive Summary– Brief short to-the-point capsulation of the

proposed project and expected outcomes– Summary data must match data in document– Include:

• Total project cost with interest• Project payback years (three significant digits)• Any estimated grants, rebates, etc.

Section 5

• School Board Resolution– Board action is required before

Commission approval– Project total cost (including financing)– Identify any estimated grant, rebate, non-

district dollars– Statement acknowledging the requirement

for annual performance report

Section 5 (continued)

• School Board Resolution– Intention to maintain facility staff Building

Operators Certification (BOC)– Any actions relative to OSFC funded programs

Waver of Competitive Bidding if desired by the district Requires 2/3 vote majority of the board

membership

Section 6

• OSFC Eligibility– Memorializes discussions, understandings

and intent of the district with regards to both programs

– Intent is to maximize the opportunities of both programs for the district

– Use more than bulleted answers

OSFC Statistic

First Building Completed November 2000

Huntington Local (Ross) Renovation /Addition Project

Section 6

• OSFC Eligibility– Completed OSFC funded facilities must

have OSFC project team concurrence– Reconcile Maintenance Plan and district

034 Maintenance Fund – Laws and policies governing the OSFC

take precedence

Section 7

• Previous H.B. 264 Projects– Must identify (list located on OSFC

website: http://osfc.ohio.gov/Programs/EnergyConservationProgramHB264.aspx

– Active projects must be clearly tracked for the respective annual performance reports

– Proposed project must clearly define the separation of performance from past active projects

Section 8 (ref Section 17)

• Claim of Estimated O&M Savings– Up to 30% of estimated savings may come

from estimated savings from O&M – Five year baseline– Five year limit on estimated claimed savings– Requires district treasurer to certify

estimates of savings

Section 8 (continued)

• Claim of Estimated O&M Savings– Estimated O&M savings over 10% requires

more detail• Individual ECM O&M summary detail• Changes to operations service requirements

– District treasurer to certify

Existing Building Issue

Section 8 (continued)

• Expectation– All operational tasks and needs for the

proposed project are identified– All district responsibilities and tasks are

presented and understood

Mechanical Room

Section 9

• Energy Performance, Tracking & Reporting– Energy Star Portfolio Manager

• Include the district IRN at the beginning of building name (example: 54321- Sue High School)

– Commissioning and re-commissioning– Annual performance verification reporting– Use energy management professional with

experience

O&M at Work

Section 9 (continued)

• Energy Performance, Tracking & Reporting– Strategy:

• Track Energy Star rating• Monitor utility bills• Monitor O&M performance• Re-commission every five years

– Drop in rating: shorter interval– Maintain rating: longer interval

• Monitor indoor environmental quality (IEQ)

Sections 10 & 11

• Details of the ECMs– Estimated kBtu/sqft performance– Residual value

• Residual value = Original cost x Remaining useful lifeOriginal useful life

– Most recent five consecutive years of utility data for baseline

– ECMs with no claimed savings

Section 12

• Financial Analysis– Show analysis for the payback period– Estimated data

• Total project cost• Grants/ rebates, non-district dollars• Finance rate• Finance amount• Project costs and savings categories

Section 13

• Energy Savings Calculations– Individual payback period must be

reasonable– Estimated replacement cost must be

included if the equipment life cycle is less then the payback (ECM and project)

Section 13 (continued)

• Energy Savings Calculations– Energy Modeling

• eQUEST• Other

– OSDM Compliant– 30% above ASHRAE

Common ECM?

Section 14

• Building Automation Systems– Summary of the designed intent– Summary of changes– Points list– Requires service agreement– Re-commissioning required at least every

5 years

Opportunity for Improvement?

Section 15

• Lighting Project Information– Cannot claim labor savings– Summary of designed intent– Lighting map– Basic data

• Foot-candle and Lumen output and profile• Color and temperature• Degradation over time

Posibilities

Section 16

• Wind and Solar Project information– Ohio Department of Development/ Office of

Energy Efficiency (ODOD/OERD) based process

– Stand alone document useful for anyone considering energy generation and a service provider

Section 17 (ref. Section 8)

• Operations and Maintenance Information– Summarize manufactures O&M

requirements– Recommend input into CMMS– District guidance

• Identify task for and requirements of the district• Update OSFC maintenance plan

– Back up information for claimed savings

Section 18

• Measures with no claim of cost savings– Required annual reporting (Must include

into project cost)– 3RD party commissioning

• Project development• Post project retro-commissioning

– Facility staff training (including BOC)

Section 18 (continued)

• Measures with No Claim of Cost Savings– Energy performance related tasks

• Energystar label• Dashboards• Sub metering• Performance Monitoring

– New service contract tied to ECMs– IAQ or EQ projects or programs

Section 19

• All Other Work– Any current of future work outside of the

project scope as proposed– Provide clarity– Avoids confusion

Section 20

• Equipment Cut Sheets

Section 20

• AppendixA. Opportunities Assessment Certification

StatementB. Wind/Solar Project Technical Worksheet

Project Payback Period

• OSFC Look Back Program• Required district annual performance report• OSFC responsibilities

Recommendations

• Professional with at least three years of recent direct relevant experience

• Certified Energy Manager or equivalent• References

– Projects posted on OSFC website– OSFC project reports

• 3RD Party Independent

Self performance

• A district may develop and/or self perform a H.B. 264 project– Proposal must meet same standards– Must show ability to insure success

• Staff expertise• District commitment• A plan

– Cannot include labor savings

Future

• Continue the OSFC Look Back Project– 2002 and 2003 completed– 2004 in progress– All districts with active projects (payback

period)• Web based process

Your Caption Here

House Bill 264 Projects

• Look Back Information

Ohio Energy Resources Division

OSFC H.B. 264 Look Back

• Two years of data following the year the project was approved– Approved in 2005: require data for 06 & 07

• All active payback years will be reviewed

OSFC Look Back Process

1. Letters will be sent out to school districts2. Letters will be sent out to vendors3. A deadline will be given and all data must be

submitted prior to the date4. You may submit by mail or email5. MUST BE RECEIVED BY THE DEADLINE!6. After the data has been reviewed school

onsite visits will be scheduled.

OSFC Look Back Process

7. The vendor, school, OSFC, & OERD will attend

8. Not all schools will be visited9. OSFC/OERD will look at ECM’s, feedback, &

take pictures10.All information will be reported to the

Commission

OSFC H.B. 264 Look Back

• The minimum data required will need– Usage & cost total for each building for each

year• kWh• MCF• CCF• Sqft per building

– Do not only send savings or adjusted saving

Report Analysis

• KBtu's/ Sqft• Costs / Sqft• kWh, MCF, CCF, MMBTU, costs

– Baseline vs. proposal – Proposal vs. actual – Baseline vs. actual

Report Analysis

• Variance between the comparisons• Reports will be in terms of real figures

(savings & use) and percentages• Reports will be compared to other schools• Performance by vendor will be compared• Results are public record & posted online

Look Back Payback Period

• Look at the proposal– Actual performance– Actual performance with O&M– Actual performance with O&M and

adjustments to the savings• The rate (baseline) will be multiplied by energy

savings and then added to the actual performance with O&M

Look Back Template (example)

Look Back Payback Period

Further investigation or action will be taken if the project has not shown a payback period of 15 years or less

Thank you

Questions?

Questions After the Webinar?program.info@osfc.ohio.gov

OSFC Webinar SeriesJanuary 18, 2:00 pm - Safe Routes to SchoolRegister: https://www3.gotomeeting.com/register/478496902

February 8, 2:00 pm – H.B. 264 Wind & SolarFebruary 22, 10:00 am - Corrective Action Program