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HB264 significant changes
1. Welcome!
H.B. 264 Significant Updates Webinar
This webinar has been approved for 1.0 HSW AIA CEUs
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email.
2. H.B. 264
School Energy Conservation
Finance Program
2012 Submittal Guide
Requirements & Guidelines
3. The 2012 Addition
• Changes in law
– Governing Law: 133.06 (G)
– 2011Changes: H.B. 153
• Emphasis on existing requirements
• Refinement of requested information
4. Learning Points
• Changes in law governing H.B. 264
• Requirements for a H.B. 264 proposal
• District responsibilities
• Basic energy conservation strategies
and principles
5. 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
6. 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
8. 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
9. 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
10. Section 1 - 3
These sections form the basis of the
accountability and tracking of the project
1.Transmittal letter
2.Contact information
3.Qualifications (of the individual/team
developing the proposal)
12. 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.
13. 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
14. 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
15. 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
17. 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
18. 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
19. 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
20. 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
22. Section 8 (continued)
• Expectation
– All operational tasks and needs for the
proposed project are identified
– All district responsibilities and tasks are
presented and understood
24. 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
26. 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)
27. 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
28. 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
29. 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)
30. Section 13 (continued)
• Energy Savings Calculations
– Energy Modeling
• eQUEST
• Other
– OSDM Compliant
– 30% above ASHRAE
32. 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
34. 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
36. 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
37. 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
38. 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)
39. 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
40. Section 19
• All Other Work
– Any current of future work outside of the
project scope as proposed
– Provide clarity
– Avoids confusion
42. Section 20
• Appendix
A. Opportunities Assessment Certification
Statement
B. Wind/Solar Project Technical Worksheet
43. Project Payback Period
• OSFC Look Back Program
• Required district annual performance report
• OSFC responsibilities
44. 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
45. 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
46. Future
• Continue the OSFC Look Back Project
– 2002 and 2003 completed
– 2004 in progress
– All districts with active projects (payback
period)
• Web based process
48. House Bill 264 Projects
• Look Back Information
Ohio Energy Resources
49. 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
50. OSFC Look Back Process
1. Letters will be sent out to school districts
2. Letters will be sent out to vendors
3. A deadline will be given and all data must be
submitted prior to the date
4. You may submit by mail or email
5. MUST BE RECEIVED BY THE DEADLINE!
6. After the data has been reviewed school
onsite visits will be scheduled.
51. OSFC Look Back Process
7. The vendor, school, OSFC, & OERD will
attend
8. Not all schools will be visited
9. OSFC/OERD will look at ECM’s, feedback, &
take pictures
10.All information will be reported to the
Commission
52. 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
53. Report Analysis
• KBtu's/ Sqft
• Costs / Sqft
• kWh, MCF, CCF, MMBTU, costs
– Baseline vs. proposal
– Proposal vs. actual
– Baseline vs. actual
54. 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
55. 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
59. Questions After the Webinar?
program.info@osfc.ohio.gov
OSFC Webinar Series
January 18, 2:00 pm - Safe Routes to School
Register: https://www3.gotomeeting.com/register/478496902
February 8, 2:00 pm – H.B. 264 Wind & Solar
February 22, 10:00 am - Corrective Action Program
