The document discusses the re:fit energy performance contract partnership, highlighting its history, successes, and operational details. It outlines the framework's iterations since its inception in 2008, the financial savings achieved, and the importance of senior management buy-in and robust project management. Key aspects emphasized include the energy and water savings guarantees, effective measurement and verification, and the need for a clear business case to drive project success.

1. Rachel Toresen-Owuor, Programme Director, Local Partnerships
Robert Baylis, Environmental, Quality and Compliance Manager, Calderdale Council
James Phillips, Partner, Burges Salmon LLP
Dr Vassia Paloumbi, Sustainability and Energy Management Expert
Energy Performance Contracts: successes and pitfalls
Panellists:
Panel Chair:
Costas Panagiotakopoulos, Energy Manager, South Western Railway

2. Successful Energy Performance Contracts
Rachel Toresen-Owuor
Programme Director
rachel.toresen-owuor@local.gov.uk
+447825 963218

3. INTRODUCING RE:FIT
E
Energy
Performance
Contract
Partnership
Public sector bodies
Framework of
providers
Expert teams
Guaranteed energy and water savings

4. A brief history of Re:fit
Re:fit 1 Piloted in 2008, launched in 2009 by the
Mayor of London.
Re:fit 2 GLA procured and launched second FW,
Local Partnerships began supporting
organisations in England in 2014
Re:fit 3 Local Partnerships, GLA and CCS
procured and launched third iteration of the FW in
2016. Re:fit Cymru supported by Welsh
Government

5. DELIVERY
700+
£140M+
Projects delivered/ contracted for
delivery
Typical range of savings per year
Invested in energy efficiency and
generation measures
10-30+%

6. HOW DOES IT WORK?
Guaranteed energy and water savings
Project
preparation and
development
Mini-
competition and
proposal
Install measures
Contract
performance
monitoring

7. LEADERSHIP
Senior management buy in
Linked to organisational
objectives
Raise profile of the project
at business case
development stage
During delivery, to drive
the programme and
overcome barriers (real or
perceived)

8. BUSINESS CASE
Clear narrative about the
benefits – especially
financial
Cost avoidance & income
generation
Understand the impact of
policy changes on your
business case – internal and
external

9. PROJECT MANAGEMENT
LEGAL – do not
underestimate the
value of early
engagement !
PROCUREMENT
FINANCE
INTERNAL TEAMS
BUILDING USERS

10. CONTRACT MANAGEMENT
Energy performance guarantee
– risk sits with service provider
Measurement & Verification is
key element of contract
management
Responsibility for M&V shared
between client and service
provider

11. National Re:fit clients
11

12. Vision.
Delivery.
Results.

13. Questions