2. Charlie Conner, Project Manager Performance Contract Energy Conservation Measures September 30, 2013

3. 3 Project Inception The Energy Conservation Measures project has as it beginnings an Energy and Infrastructure Plan implemented by University in 2009. A steam driven chiller required repairs and a performance type contract was executed for the equipment repair. (ORC 3345) The success of the repair and realized savings was a driver in internal discussions to implement a larger performance contract on campus Facilities Operations and Development OSU-110670 Energy Conservation Measures

4. 4 Internal Energy Audits The initial audit was of 12 University buildings. The audit was performed by A E I. The audit was at best an ASHRAE Level 1 audit with a ECM cost delta of + or – 30% The audit was low grade and contained recommendations for low or no cost ECM’s Facilities Operations and Development OSU-110670 Energy Conservation Measures

5. 5 RFQ & RFP The Request for Proposal for the Energy Conservation Measures project was issued on 11-29-2011. A group of five ESCO organizations responded to the RFP. A 3-4 week investment grade audit was held early in 2012. Internal University review consisted of bringing together a team comprised of operations, technical services, building automation, project management, and outside consultant to review RFP’s. Several technical interviews were held with prospective ESCO’s to determine ECM effectiveness and appropriateness for execution. Facilities Operations and Development OSU-110670 Energy Conservation Measures

6. 6 ESCO Selection ESCO’s RFP’s reviewed by internal university team. The team selected two ESCO’s as a best fit for the project. Internal University deliberations were held in determining the final ESCO selected for the project Facilities Operations and Development OSU-110670 Energy Conservation Measures

7. 7 Buildings selected for this performance contracting project: Scott Lab Biomedical Research Tower (BRT) Recreation and Physical Activities Center (RPAC) Physics Research Building (PRB) Veterinary Medical Center-Companion Animal Hospital Facilities Operations and Development OSU-110670 Energy Conservation Measures

8. 8 Scott Laboratory Energy Conservation Measures Lab Air Controls Aircuity Monitoring Lighting Control System Building Envelope Mechanical Pipe Insulation Est annual savings = $26,620 Facilities Operations and Development

9. 9 Biomedical Research Tower (BRT) Energy Conservation Measures Lab Air Controls Aircuity Monitoring Lighting Sensor Retrofits Building Envelope Window Film Mechanical Pipe Insulation Water Conservation Est annual savings = $626k Facilities Operations and Development

10. 10 Recreation and Physical Activities Center (RPAC) Energy Conservation Measures Lighting Sensor Retrofits Building Envelope Mechanical Pipe Insulation Water Conservation Est annual savings = $29k Facilities Operations and Development

11. 11 Physics Research Building (PRB) Energy Conservation Measures Lab Air Controls Aircuity Monitoring Lighting Control System Restoration Building Envelope Mechanical Pipe Insulation VFD Installation Est annual savings = $478k Facilities Operations and Development

12. 12 Veterinary Medical Center – Companion Animal Hospital Energy Conservation Measures Building Envelope Lighting Sensors Water Conservation Est annual savings = $35k Facilities Operations and Development

13. 13 ECM Development Final two ESCO’s selected revised ECM’s per University request After modifications were made, then a technical review was held with ESCO’s to determine effectiveness of the ECM’s Payback and cost savings were then evaluated. Facilities Operations and Development OSU-110670 Energy Conservation Measures

14. 14 Contracting Final selection made by the University to contract with Johnson Controls Incorporated (JCI) During initial contract development phase meetings were held with building principals and the ECM’s were reviewed. Some ECM’s were removed from the scope after building principles reviewed the ECM’s. Contract finalized and signed in December 2012 Facilities Operations and Development OSU-110670 Energy Conservation Measures

15. 15 Construction of the Project Construction planning occurred during the first quarter of 2013 Communication plans created and implemented to communicate project across the broader university audience. Town hall type information meetings held within all five buildings Design reviews of project broken into functional phases that mimic construction implementation. Phase 1 review consisted of maintenance type items i.e weatherization, plumbing fixtures, lighting sensors etc. Facilities Operations and Development OSU-110670 Energy Conservation Measures

16. 16 Where we are now ECM’s for weatherization, water conservation, and piping insulation completed. Window film in progress on BRT BRT Lab ECM’s to begin in late September Continue design reviews of subsequent ECM elements Facilities Operations and Development OSU-110670 Energy Conservation Measures

17. 17 Lessons learned #1 This is not an ORC 153 project. The nature of performance contracting is similar to design/build. The University community at large is not familiar with design/build projects. This led to confusion about the ECM’s and ECM design and selection. The fact that the University customer input is not required after contract and on as large a basis as during a traditional design/bid/build project. Future performance contracts should contain a comment period in advance of contract to inform and relay ECM selection to key stakeholders for review and input. Facilities Operations and Development OSU-110670 Energy Conservation Measures

18. 18 Lessons learned #2 Communication is a ‘best practice’ This project has utilized communication practices extensively. It began with information being communicated in broad format to University leadership. The next wave was to inform leadership in each project building of the specific ECM’s being implemented in them. Then following that was a series of town hall type meetings where building occupants were invited to better understand the ECM project scope within their building A web site was developed for the project containing the information from the town hall meetings and general scheduling information. As work is performed within the building e-mail blasts are sent to the building occupants informng them of schedule and impact. Facilities Operations and Development OSU-110670 Energy Conservation Measures

19. 19 Facilities Operations and Development Questions & Comments