HB264 significant changes

Welcome!H.B. 264 Significant Updates Webinar This webinar has been approved for 1.0 HSW AIA CEUsFor those interested in AIA CEU credit: If you plan to watch this webinar in a group environment, and are interested in receiving AIA credit, please note the following.In order to have backup documentation of webinar attendance for AIA, you will need to individually register and thenindividually login / logout for the webinar. GoToWebinar automatically tracks how long the person remains in thewebinar. So, in actuality, its much like signing the AIA roster page after a conference session to document yourattendance.Suggestion: login / logout from your personal computer—then join your group in the conference room.After the webinar:Email Sue Meyer at sue.meyer@osfc.ohio.gov indicating your interest in receiving AIA credit along with yourmembership number. Your participation will be reported to AIA and you will receive a certificate of attendance viaemail.

H.B. 264School 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 - 3These sections form the basis of theaccountability and tracking of the project1.Transmittal letter2.Contact information3.Qualifications (of the individual/teamdeveloping 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 StatisticFirst 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 life Original 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• Appendix A. Opportunities Assessment Certification Statement B. 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

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 Process1. 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 Process7. The vendor, school, OSFC, & OERD will attend8. 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• KBtus/ 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 PeriodFurther investigation or action will betaken if the project has not shown a payback period of 15 years or less

Thank youQuestions?

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/478496902February 8, 2:00 pm – H.B. 264 Wind & SolarFebruary 22, 10:00 am - Corrective Action Program

HB264 significant changes

by drieker on Feb 17, 2012

Accessibility

Categories

Upload Details

Usage Rights

2 Embeds 633

Statistics

HB264 significant changes — Presentation Transcript

http://www.plugsmart.com	631
http://translate.googleusercontent.com	2