the commonwealth’s energy design build program · • contractor lumus construction • designer,...
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Jenna Ide, AICP LEED AP BOC
Director Energy & Sustainability
Division of Capital Asset Management & Maintenance Comm. Of Mass.
What the DCAMM Does
The Division of Capital Asset Management and Maintenance (DCAMM), an agency within the Executive Office for Administration and Finance (A&F,) is responsible for integrated facilities management, major public building construction, and real estate services for the Commonwealth of Massachusetts. The agency was created by the legislature in 1980 to promote quality and integrity in the management and construction of the Commonwealth’s capital facilities and real estate assets. DCAMM directly manages 5.5 million square feet of state buildings, with millions more moving under DCAMM management in the coming years. For those buildings not managed by DCAMM, we assist our client agencies using comprehensive and cost-effective maintenance and management strategies and standards. Our agency also manages hundreds of millions in capital construction projects each year, and more than 500 active leases comprising 7 million square feet of privately-owned lease space housing state offices. Further, our agency is also responsible for the disposition of surplus real estate owned by the Commonwealth.
What the Energy Team Does
Initiates, studies, procures, and supports construction of energy/water projects
Supports other offices on LEED and sustainable design
Coordinates with utility companies for incentives on behalf of agency
Tracks compliance with E.O. 484 (LEED, energy and water tracking)
Supports Administration and DOER on energy/sustainability issues that affect state agencies Supports Agencies implementing projects, including training, funding, policy, and development of studies
Coordinates grant funding related to energy/water projects
Manages Clean Energy Investment Program on behalf of agencies and A&F Manages Renewable Energy Credits, Demand Response, and Alternative Portfolio Credits on behalf of Commonwealth Agencies
Supports Integrated Facilities Management (IFM)
Energy Design Build -- Massachusetts
• Projects for nearly 30 years, • Mostly performance
contracting and utility projects until 2007
• Only for improvements that save energy/water units or dollars
• Authorized under M.G.L. Ch. 25A 11c , 11i, or 14
• Funding and projects are wholly or partially based on savings
History of Energy Performance Contracting in MA
Since 2005 61 projects completed 29 in construction
317 facilities (many small) $350 million in capital investment
$25 million in annual savings
Creating A Cleaner Energy Future For the Commonwealth
American Council for an Energy-Efficient Economy: #1 Ranking
• Massachusetts ranked #1 in energy efficiency, four years in a row
• Tied California’s record of four years at top spot
The Present
• Many laws and policies
encouraging energy conservation • Tight budgets, need to save money • Significant Deferred Maintenance
needs • More diverse ways to improve
facility • Desire to improve sustainability • Operations and Maintenance of
complicated systems
Goal 2012 2020 DCAMM
Energy Use Per Sq. Ft.
20% reduction from 2004
35% reduction
- LEED required for new buildings & major renovations - Energy retrofit projects
Renewable Energy
15% of electricity from renewable sources
30% Wind Turbines, biomass cogen, and solar PV primary
CO2 25% reduction from 2004
40 % reduction
Energy Efficiency and renewable energy projects mostly contribute
Other goals 10% water use reduction
15% reduction
Comprehensive energy retrofits
At all state facilities over 100,000 sq. ft.
~48 million square feet eligible (out of 64), ~25 million not in process
Retro-commissioning
at all bldgs. over 50,000 sq. ft.
Executive Order 484
Why Design Build?
• Energy savings tied to performance • More competition • Contractor “owns” performance of
subcontractors and designers • Maintenance can be included • Huge demand for energy
efficiency/renewables • Leverage expertise of market • Innovation • Utility Incentives
Advantage: Innovative Technologies
Essex Sheriff’s Department Demand Response and Custom
Metal-enclosed Switchgear
Concord Armory Burner Booster
Berkshire House of Correction Instantaneous water heater in pair with
condensing boilers Sheriff’s Dpts. in Middlesex,
Plymouth and Essex Automated water management
system for laboratories
Bristol Community College
Georges Island, DCR Off grid electricity with PV arrays with battery storage and diesel generator.
ZNE lab with
ground-source
and air-source
heat pumps
AEP Partners
DOER
Utilities
Agencies
Contractors Designers
Advisors
Products
Advantage: Partnerships
Why this program may appeal Design/Build Firms
• Projects are of many sizes and types • We are seeing GC’s and subcontractors team up with design or
energy firms • Need firms with experience integrating teams • Gain experience w/ energy and new technologies • Many subcontracting opportunities • Great opportunities to save the state money and help great
clients
Statutory Basis - MGL Ch. 25A, § 11C (and i)
• Contracts for procurement of energy management services
• For public agencies (cities/towns) - administered by DOER
• For governmental bodies (State Executive Agencies) - administered by DCAMM
• Alternative Mechanism for procuring energy/water conservation projects
• Turnkey Design-Build process, NOT design-bid-build
• Evaluation is not lowest bid
• Chapter 25i requires guarantee, used by most municipalities
Ch. 149 v. Ch. 25A
Process Chapter 149 Chapter 25A 11C
Same or very similar
• DCAMM Certification for Prime • Construction Management through OPDC • Prevailing wage • Commissioning / M&V • Many contract requirements (i.e., bonds, insurance, dispute resolution,
etc) • Third party review • Progress payments
Different • Separate designer & GC/CM • Full design in bidding package
• “Low bid” • No M&V • Funding is mostly G.O. Bonds • No performance term after
contract • Facility does not sign contract • Scope fully defined • Filed sub bids
• One firm does design and construction • Study or maybe schematic design in
bidding package • RFP-Evaluation Criteria, Best value • M&V tied to payment • Funding could be from many sources • Performance period after construction
• 3-party contract, including facility • Scope can evolve, contractor has role • Sub contractors selected by prime; lower
tier subs OK
Comparison of Bidding Processes
Three Types of Design Build Projects
1. Performance Contracts 2. Energy Design Build
• Single Energy Measure • Comprehensive
3. Utility Vendor
Performance Contracts Range $3-40 million, typical,
$5-10 million Many different Energy/Water
Conservation Measures (ECMs)
Typically ESCOs, guaranteed savings
Salem State, UMass Dartmouth examples.
Study done by State Awarded bidder does IGA,
design, construction, M&V, sometimes maintenance
Contracts 10-20 years
Three Types of Design Build Projects
Equipment, Design, and Installation (Energy Design/Build) Range $300,000 to $30 million Started as 1 ECM, like wind, solar, a
boiler, now can be several energy/water retrofits
Not guaranteed savings, but performance verified
Maintenance may be included State conducts study, IGA Contractors provide final design
construction
Three Types of Design Build Projects
Utility Vendor Up to $100,000 per project Small measures, lighting, water,
EMS, small HVAC or boilers Limited design No savings guarantee
Each measure must have savings Open to Utility Approved
Vendors Not competitively bid, pricing is
vetted by DCAMM and Utility Maintenance not included
AEP Spotlight – Early Design Build
Springfield Tech Community College
Springfield, MA
Project Overview: Status: Completed 2009
• 81.6 kW PV • Contractor Lumus
Construction • Designer, Solar Design
Associates • Project Cost $696,918
• Estimated Annual Savings $11,311
• 95,470 kWh
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
2006 2007 2008 2009 2010 2011 2012 2013
37 118 692 952 1,100
4,519
6,504
7,714
Installed Solar PV at State Facilities
Cumulative Installed Solar PV
Energy Project Responsibilities
Facility Involved Throughout, Payment, Maintenance
Consultant/Designer – for study
Initial design & third party review
DCAM Project Manager
Manages on Behalf of Client
Contractor Finalizes Design,
Installs, Maintains, Monitors
Sub-consultants
Subcontractors, designers
AEP Spotlight – Comprehensive Retrofit
Sheriff ’s Department Berkshire
Berkshire County Jail and House of Corrections
Pittsfield, MA
Project Overview: Status: Nearly Complete
• 160,000 square foot facility dedicated in 2001 • Comprehensive energy and water retrofit may include:
• Lighting improvements • Occupancy sensors • Metered timer controls for showers – savings 45,625
gallons/year • Condensing boilers • Solar photovoltaic array for on-site power generation • Solar thermal heating system for domestic hot water
• Total investment of $3.5M has a 5.4 year simple payback • Over 50% savings
Berkshire County Jail and House of Corrections
Project Process (Energy Design Build)
1. Planning / Study/Design
• From 4 months 1.5 years
2. Procurement
3. Implementation 4. Post Construction
• 2-5 years
• From 6-9 months
• 1-3 years
Planning/Study/Initial Design Process
• Choosing sites o Master Planning done about every
5 years o Scoping criteria
o Agency requested o Grant opportunities (i.e. solar)
• Studies o Scope of work developed in
coordination with agency o Statewide consultants asked to
propose on scope of work o Study examines
o Baseline, existing conditions, potential opportunities
o Estimates cost and savings o Scope based upon most
feasible mix of measures
• Budget • Built up - based upon
• Savings used to pay off debt (“off-cap”)
• Grants • Utility Incentives • Deferred Maintenance Bonds • Other
• Agency Buy In
• Schematic Design
• Use DSB designers • Typically 30%, sometimes more
sometimes less • Review at 50% and 90% submittals • DCAMM, Agency review
Procurement
• RFP • Developed by Team
• Other States • Updated consistently • Feedback from community
• Advertise • 2-3 month Proposal Development • Proposer Added Value • Evaluation
• Minimum criteria • Non-price • Price
• Q&A • Selection • Contractor Submittals • Final Contract Negotiation
Implementation/Post-Construction
• Final Designs • Subcontractor Approvals • Equipment Selections • Construction • Commissioning • M&V • Training • Final Submittals • Warranty Services • As applicable
• Maintenance • Ongoing Training • M&V
AEP Spotlight – Comprehensive Retrofit
UMass Lowell
Project Overview: Status: Final Design
• 35 buildings equaling approximately 2,771,000sf. • Comprehensive energy and water retrofit includes:
• South Power Plant boiler replacement and optimization
• BACnet compatible meters and controls • Interior and exterior lighting • Variable Air Volume (VAV) HVAC systems • Replacement of chillers and installation of
VFDs on chilled water pumps • Low-flow toilets, faucets and showerheads
w/motion sensing technology • Solar car canopies and solar hot water
systems • Construction cost: $26M • Projected savings: $1.3M per year
Pictured above:
Pinanskly Hall Cooling Tower.
Pictured at Left: Boiler
Tube Scaling at South
Power Plant
AEP Spotlight – Comprehensive
Higher Education
Fitchburg State University
Project Overview: Status: Schematic Design • Over 1.9 million sq. ft. • ECC - $12 million • Savings – over $550,000 annually • Project includes measures such as:
• Lighting • Motors/VFDs • Overhaul of boiler plant • Cogeneration • HVAC • EMS • Controls • Chillers
AEP Spotlight – Comprehensive Retrofit
Bureau of State House
Massachusetts State House Boston, MA
Project Overview: • Status: Procurement • 650,000 square foot facility built in 1798 • Comprehensive $24M energy & water retrofit
includes: • Air Handling Units • Pumps, fans, VFDs • Energy Management System • Retro-commissioning • Rainwater harvesting, toilet fixtures • VFDs on chilled water pumps • Re-design of the central plant chiller • Variable Air Volume (VAV) HVAC systems • Radiators
• Estimated savings of $410,000 per year • State House has just completed a large lighting
upgrade retrofit.
Massachusetts State House
Utility Vendor Program
Total Sites 432 sites
Buildings Includes small to moderate size buildings,
typically under 20,000 square feet but could be larger.
Applicability
Chapter 15A Sec. 14 Utility approved vendors, $500,000
bundles, $100,000 per project No -- DCAMM Certification
Yes -- Prevailing Wage, M/WBE, Insurance, Bonds MA Dept. of Conservation & Recreation (DCR) -
Reservations and Parks
MA Highway Department (MHD) - Depots
Roles & Responsibilities (Utility Vendor Program)
Organization
DCAMM
Agency FM
Vendor
Utilities
Pre-Audit
Contract Utility Vendor, Notify
Agency
Provide utility bills and point
of contact
Contract agency to schedule audit visits
Provide utility account and meter info
Audit
Provide Vendor utility and
building info.
Provide access to Vendor
Walk-thru audit
Coordinate with Vendor on est.
incentives
Post-Audit
QA/QC audit and provide
feedback
Review audit and provide
feedback
Update audit and submit final
proposal
Provide estimated incentives
Implement
Notice to Proceed for
work
Provide access to contractors
Complete work
Post installation inspection
Close-out Process
Pay Vendor invoice
Verify work has been done
Submit invoice to DCAMM
Pay incentive to DCAMM
Common Utility Vendor Measures
Efficient Lighting Appliances
Install programmable
thermostats
Upgrade building automation systems
Install baseboard
heaters with programmable thermostats
Insulate exposed piping and attics
Install weather stripping
Replace windows
Other Utility Vendor Measures
Coming Up
• Projects planned at over 40 sites • Worth over $240 million • Higher Education, Courts, Prisons, Office, State Hospitals
Description Site Town Expected Issue ECC
Comprehensive Energy Design Build – Solar, boilers, Cogen (CHP) included
Mass Hospital School Canton August 2015 $11 million
Roxbury Community College comprehensive Energy Design Build
Roxbury Community College Boston September 2015 $12 million
Comprehensive Energy Design Build – Boiler & Cogen (CHP) included
Fitchburg State University Fitchburg August/Sept. 2015
$12 million
Upgrade of boiler plant, lighting, HVAC upgrades, etc.
Westfield State University Westfield Winter 2015/16 $7 million
Decentralization of boilers, domestic hot water, kitchen controls, VFDs
Chelsea Soldiers’ Home Chelsea Winter 2015/16 $6 million
Lighting, HVAC, major mechanical, white space renovation
MITC Chelsea Winter 2015/16 $10 million
Challenges
• Make new friends, keep the old….. • Streamlining Process –
• Improving Schedule • Updates create challenges of learning curve/training
• “Right” level of design • “Right” information to provide in RFP • Managing Construction
• Budgets • Amendments, changes to BOD
• Financing • Heavily rely on agency debt
• Evaluation
Questions, Where to Look, Contact
• Jenna Ide, Director 617-727-4030 x31487 [email protected]
• http://www.mass.gov/dcam/energy • Will announce new RFPs there
• Always post on Comm-pass and in the Central Register, local newspaper • Look at other pages on DCAMM’s website for what’s new and other
information about energy conservation • Contact Stephen White ([email protected])
• Get on Interested Parties list • Set up a meeting with members of team
• DOER – Green Communities, Municipal Projects, roadway projects • Eric Friedman, Director Leading By Example
617-626-1034 [email protected]
General Information for Certification
Prime • Prime/General threshold: Estimated Construction Cost $100,000 • Prime/General required for the 28 Categories of Work listed in M.G.L. c. 149 • Prime/General must be DCAMM certified in Category of Work to bid project • Prime Evaluations Required
• 20 projects • Over $80,000 each project • Within the last 5 years
• Typical categories for energy design/build projects: HVAC, General Building
Construction, EMS, Mechanical, Electrical, and/or Plumbing • DCAMM Certification
• http://www.mass.gov/anf/property-mgmt-and-construction/design-and-construction-of-public-bldgs/contractor-certification/
M/WBE Compliance Goals
Construction M/WBE participation Combined Goal -10.4% * Applies to all projects advertised after January 1st, 2012
Construction Minority Workforce Goal- 15.3% Construction Women Workforce Goal– 6.9%
* All projects awarded after August 1st, 2011 are required to submit workforce reports electronically*
The following documents are required when identified as the Awardee (before contract signing):
1. Letter of Intent 2. Schedule of Participation 3. Current SDO certification of M/WBE Firm
Documentation required during performance period:
1. Certificate of Payment (Quarterly) 2 . Certified Weekly Payroll 3. Weekly Payroll Records Report and Statement of Compliance 4. Payroll Affidavit 5. Certificate of Completion 6. Workforce Certification Form 7. Weekly Workforce report 1 & 2* 8. Qtrly Projected Workforce Table