HomeMy WebLinkAbout2004-071 Agrmt Rev #3 - BPA - 01ES-10379CITY OF
-ASHLAND
March 30, 2004
Paul J. O'Neal
Account Executive
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
Your Ref: PSW-6
Dear Paul:
Enclosed is a signed original of the following:
· Revision No. 3, Exhibit A. - Projects, Energy Savings and Project Budgets.
We have retained one original for our files.
Thank you for your assistance in this matter.
F~r~~~au
Executive Secretary
Cc Dick Wandersheid, Director of Electric & Telecommunications
Barbara Christensen, City Recorder
Enc:
ADMINISTRATION
20 East Main Street
Ashland, Oregon 97520
www.ashland.or, us
Tel: 541-488-6002
Fax: 541-488-5311
TTY: 800-735-2900
PRIN~FD ON R~CYCLED PAPER
Revision No. 3, Exhibit A
Projects, Energy Savings And Project Budgets
Effective on the Date Signed by Both Parties
Revision No. 3 adds Project No. 4, Commercial and Industrial Standard Offer (C&ISO), to
Exhibit A. In addition, Revision No. 3 reformats Exhibit A to reflect customer specific
Projects by Program that allows for ease of future project additions and/or modifications.
01ES-10379, City of Ashland I of 1
Exhibit A, Projects, Energy Savings and Project Budgets
Project 1.' Residential Program
1. Project I Description
(a)
Bonneville establishes an Implementation Budget of $150,000 for the term of
this Agreement. Ashland shall invoice Bonneville for Completed Units in the
amounts as described below. Bonneville's payment to Ashland for their
administrative costs shall be included as part of this Implementation Budget.
(b) Residential Sector Conservation Measures
(1)
Ashland intends to install the following residential Measures at the
agreed upon assumed savings (kWh) shown below. Bonneville shall
pay Ashland the amount shown below in the payment column for such
Measures actually installed. Ashland shall invoice Bonneville
pursuant to the instructions as described in section (c) of this exhibit.
Ashland may submit a written proposal to Bonneville for the
installation of other types of residential Measures not identified below.
Such written proposal shall state the types of Measures Ashland
intends to install and the amount of incentive payments they intend to
offer for such Completed Units. Bonneville will review the proposal,
and, if Bonneville approves such proposal, shall revise this Exhibit A
to include such Measures.
Agreed Upon Assumed
Savings (kWh) Payment
1. Full weatherization single family 2,531 $1,168 2_/
2. Window Replacement Single Family 11.56 kWh/sq, ft. $3.50/sq. ft.
3. Performance Tested Comfort Systems
(PTC$)
a. Manufactured homes ~/ $500 2_/
b. Site-Built ~_/ $500 2_/
4. Brightway Solar Water Heaters 2,332 $600
5. Heat Pump Conversion ~/ $1,000
Heat Pump Conversion with PTCS -~/ $1,500
~_/Energy savings values shall be determined from the RTF's latest Appendix L.
2_/Bonneville shall the pay the lessor of 35 percent of the actual cost of the Measure or the amount
shown.
(2)
Specifications
Installation requirements for all residential Measures identified above
shall be based on the specifications as required for each Measure as
stated in the Regional Technical Forum's (RTF) Revised Appendix L,
dated June 1, 2001. Further specifications for the individual
residential Measures are specified below:
01ES-10379, City of Ashland 1 of 10
(A)
(B)
(c)
(D)
(E)
Full Weatherization Single Family
Full weatherization shall consist of at least three individual
Measures and infiltration.
Ashland will follow the Bonneville's Weatherization
Specifications contained in the Regional Technical Forum
Guide Recommendations (RTFGR), for residential conservation
Measures. Ashland may, if it wishes, adopt any subsequent
Bonneville authorized RTFGR, provided Ashland notifies the
COTR of that intent by letter. Until the RTFGR specifications
include weatherization specifications, Ashland may use the
attached Bonneville 2001 Weatherization Specifications.
Windows Single Family
All windows in the home shall be replaced. The windows must
meet Energy Star specifications and the dwelling must have all
other major weatherization Measures already installed.
Performance Tested Comfort Systems (PTCS): Work
must meet PTCS Certification or Equivalent
Requirements
Ashland shall require PTCS certified individuals perform tests
on each Project in accordance with PTCS requirements for
testing, sealing, and retesting. In general, each system shall be
pressure tested, and any air leaks sealed in accordance with
PTCS requirements and the system pressure tested to ensure
the leaks are sealed, Ashland shall require all materials and
workmanship be warranted.
Brightway Solar Hot Water Heaters
The solar residential hot water heaters must be designed,
installed, and inspected per Eugene Water and Electric Board's
(EWEB) Solar Water Heater Program specification.
Heat Pumps
(i)
General Heat Pump Equipment Standards And
Requirements For Site Built Structures
Equipment
All equipment shall be listed in the Air
Conditioning and Refrigeration Institute (ARI)
Directory and manufactured by company(s)
appearing in said directory. Only appropriately
matched equipment shall be used. Units shall be
listed by Underwriters' Laboratories.
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
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(II)
Ratings
Heat pump equipment shall meet the
performance, safety, and rating requirements as
given in the latest revision of ARI Standard 240.
Protective Devices
Reciprocating compressors shall be provided with
a crankcase heater and a liquid-line dryer.
Compressor motor start-assist kits shall be
installed when recommended by the
manufacturer. The Compressor shall be
protected from abnormal operating pressures
and temperatures, and loss of refrigerant by
suitable pressure and temperature overload
devices. To prevent flood back of liquid
refrigerant to the compressor, a suction line
accumulator should be installed.
Warranty
Heat pump equipment shall be warranted by the
manufacturer against defects in material and
workmanship for a minimum of one year from
the date of start-up of the equipment. In
addition, the compressor shall be warranted by
the manufacturer against defects in material and
workmanship for a minimum of 5 years from the
date of start-up.
Supply Fan
All heat pump systems shall be equipped with a
three (3) speed fan.
Air Flow
The indoor fan and duct systems shall be sized to
meet the airflow requirements of the heat pump
equipment.
(ii) Specific Heat Pump System Requirements
Air Source Heat Pumps Performance
It is recommended that the highest efficiency
equipment available be used. The HSPF rating
for a split system shall be 8.00 BTUh/watt or
greater. The HSPF rating for a package system
shall be 8.0 BTUh/watt or greater, as certified by
ARI.
01ES-10379, City of Ashland
Exhibit A, Project 1: Residential Program
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(iii)
(II) Gas Backup Heat Pumps
(aa)
The gas auxiliary heat shall be sized to
provide no more that 100 percent of the
design heating load.
(bb)
Heat pumps with backup gas furnaces
shall meet one of the following minimum
efficiencies:
(AA) 8.0 HSPF with 90 percent AFUE
gas furnace.
(BB) 8.0 HSPF with 80 percent AFUE
gas furnace.
(cc)
All gas backup heat pumps shall have an
outdoor thermostat. The outdoor
thermostat shall be set no higher than
35°F so that the gas furnace will not
operate in the heating mode when the
outdoor temperature is above 35°F. The
heat pump and gas furnace shall not
operate simultaneously, except in the
defrost mode.
(dd)
The indoor coil of the heat pump shall
always be installed down stream of the
heat exchanger for the gas furnace.
Condensate form indoor coil shall not be
allowed to drip onto the gas furnace's heat
exchanger.
(hi)
Ground Source Heat Pumps
The proposed ground source equipment must
have a Coefficient of Performance (COP) of 3.0 at
50°F entering water temperature.
Equipment Installation
The consumer shall be responsible for disclosure to the
contractor and Ashland of any known past or present
standing water conditions noted under the dwelling.
The customer is responsible for installation of a sump
pump, OR suitable trenching, OR any other method(s)
necessary to properly drain the crawl space.
Completion of this (these) Measure(s) shall be made
prior to installation, repair or replacement of any
equipment that are located in the crawl space.
01E S- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
4 of 10
(i)
Access
Equipment shall be located to allow easy service
access and adequate working space for servicing
without removal of piping, ductwork, or other
permanently installed fixtures. Special care
shall be taken in locating components which
require frequent attention, such as filters.
(II)
Location and Support of Indoor Units
Equipment shall be installed according to State
and local building codes. Indoor units shall be
located to permit smooth duct transition and
shall be adequately supported or placed on a
suitable platform in accordance with
manufacturer's instructions and
recommendations. Attic and underfloor
installations shall be noted in original proposal.
If the indoor unit is lower than the floor drain or
dry well, a condensate pump shall be installed.
Automatic controls to shut down the system in
case of pump failure shall be installed. A back
flow prevention device shall be installed if the
pump is not equipped with one.
(III)
Location and Support of Outdoor Units
All equipment shall be installed according to
State and local building codes. Outdoor units
shall be located to avoid restriction in the
outdoor air stream. Units shall be mounted on
an adequate, solid and secure pad, which
provides proper drainage and prevents a buildup
of water and ice. In all installations there shall
be a minimum of three inches of free and clear
area under the outdoor drainage area.
Condensate shall not drain onto areas where ice
formation may create a hazard (e.g., walkways).
Condensate drain lines shall be pitched to
prevent backup and overflow of water in the
drain pan.
(iv) Ducting System and Sizing Standards
(I)
Metal, Flez, and Fiber Board plenums are all
acceptable materials, provided they are properly
designed, sealed, and installed.
(II)
All ducting shall meet manufacturer's
requirements and be properly sized using a
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
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standardized system to provide the airflow that
is needed to meet the calculated heating and
cooling loads for each space.
(III)
Multi-level homes or homes exceeding
1,800 square feet of gross living area shall have a
minimum of two (2) returns. When appropriate,
return ducts should be positioned higher in
relation to the supply ducts.
(IV) All duct joints shall be mechanically fastened.
Hangers shall hold ducting as straight as
possible limiting restriction of airflow and
supported off ground whenever possible.
(VI)
All boots shall be mechanically fastened to the
sub-floor.
(vii)
Duct insulation shall be installed without
excessive compression, using non-corrosive and
rot proof materials.
Air Velocity (FPM) Guidelines
Air velocity guidelines listed below should be
used in the design of the duct system.
Air Velocity (FPM) Guidelines
Supply Side Return Side
Rigid Flex Rigid Flex
Main Trunk Plenum 700 600 600 600
Branch Ducts 600 600 400 400
Supply Outlet Face Velocity 500
Return Grille Face Velocity 400
Return Grille Face Velocity 300
(IX)
(x)
Proper diffusers and registers shall be selected
and installed in the proper locations.
All metal connections must be sealed using RCD
No. 6 Mastic or Air Seal No. 33 Mastic (or other
mastic material meeting the same material
standards). Connections include, but are not
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
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(v)
limited to: butterfly joints, boots, gores, branch
connections, or plenum joints.
(XI)
All boots shall be sealed to the sub-floor
connection.
(XII) No duct tape shall be used in the installation of
ANY equipment.
(XlII)
Blower door testing will be random after the first
five (5) successful installs by any on installer.
(Purpose: quality control and to offer feedback to
the installer.) Ashland will provide this
diagnostic service at no charge to the customer or
installer.
(IX)
Building cavities shall not be used as supply or
return plenums.
Retrofits
Retrofit shall be defined as modification of the existing
ducted heating system.
(i)
Heat pump equipment must meet the equipment
standards previously referred to under Heat
Pump Equipment Standards.
(II)
If blower door diagnostic test indicated the duct
system needs sealing, duct sealing shall be
reimbursed under current weatherization
payment structures.
(III)
To provide adequate air flow, the installer must
verify that the existing air handler and heat
strips are compatible with the new heat pump
system (refer to section (ix)).
(vi)
Supplemental Heat Pump System
Requirements
Sections (aa) through (dd) are to be considered
for manufactured home installations. These
requirements are to be considered in combination
with ALL other requirements and standards
herein noted.
(aa)
A fan kit shall be required that matches
the heat pump outdoor unit.
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
7 of 10
(vi)
(vii)
(viii)
(bb)
No blower door testing will be required for
duct analysis.
(cc)
For manufactured homes that are
considered "heat pump ready," all
equipment must be matched and meet
ARI standards.
(dd)
The cross-over duct shall be properly
sized, free of damage, properly supported,
fastened in a secure manner, and not
restrict air flow.
Insulation
(I) Flex ducting shall be a minimum of R-8.
(II)
Metal ducting shall be properly wrapped with a
minimum R-8 material or higher.
(III)
Fiber board plenums shall be wrapped to achieve
a minimum of R- 11.
Inspections
(I)
An in-progress inspection shall be performed for
duet sealing. Twenty-four (24) hour notice shall
be given. Ashland will be available for site
assistance for those unfamiliar with mastic
procedures.
(II)
Blower door testing will remain available to all
customers and installers upon their request.
Ashland will provide this diagnostic service at no
charge to the customer or installer.
Indoor Thermostats
An operational 24 hr/7 day programmable thermostat
shall be installed in accordance with manufacturer's
specifications. Product literature and operating
instructions shall be provided to the customer.
(i)
Installation
Indoor thermostats shall be located and installed
according to the manufacturer's instructions and
recommendations.
(II)
Heating and Cooling
Indoor thermostats shall have the capability to
01ES-10379, City of Ashland
Exhibit A, Project 1: Residential Program
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(c)
operate both the heating and cooling cycles. The
thermostat shall have a manual changeover
feature or heating/cooling lockout to prevent
cross-cycling. Heat pumps ~vith supplemental
heat strips shall have a two-stage thermostat.
(III)
Emergency Heat Relay
All indoor thermostats shall include a manual
selector switch to permit all supplemental
heaters, to the furnace, to be energized under
control of the indoor thermostat (with the
compressor and outdoor thermostats bypassed)
when the system is operating on emergency heat.
(ix)
Air Volume
After installation and start-up, the contractor shall
prepare a report documenting the total airflow across
the heat pump coil, recorded at the air handler. This,
along with the temperature difference across the coils
and outdoor ambient air temperature at the outdoor
coil, should be reported to the customer, included on the
Heat Pump Start-Up Checklist, and submitted to
Ashland.
(×)
Filters
Air filters shall be installed in the return air system in a
location that will be easily accessible to the user for
filter servicing in a position where all return air and
outside air will pass through the filters before crossing
the indoor coil. Filter types and sizes shall meet the
standard manufacturer's instructions and
recommendations. The filter media shall have an
average efficiency of not less than 30 percent on
ASHRAE 52-76-test standard.
Invoicing and Payment
Ashland shall invoice Bonneville on a quarterly basis (once every 3 months)
for Completed Units. Payment shall be made based on the provisions of
section 8 "Invoicing and Payment" in the body of this Agreement. Ashland
shall include a separate line item as part of their invoice for their
administrative costs to install the conservation Measures under this
Agreement. Ashland's administrative costs shall be 10 percent of the amount
it invoices Bonneville for Completed Units.
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
9 of 10
(d)
Signatures
The signatories represent that they are authorized to enter into this revision
on behalf of the Party for whom they sign.
CITY OF ASHLAND
By
Name
City Administrator
Gino Grimaldi
(Print/Type)
UNITED STATES OF AMERICA
Department of Energy
Bonneville Power ministration
By ,
A~count E~4~ive
Name Paul J. O'N~al
(Print/Type)
Date
Date
01ES- 10379, City of Ashland
Exhibit A, Project 1: Residential Program
10 of 10
Exhibit A, Projects, Energy Savings and Project Budgets
Project 2: Limited Standard Offer For Commercial Lighting (LSO)
Project 2 Description
(a)
This Project was terminated on December 17, 2003. The remaining
Implementation Budget has been transferred to Project No. 3, Expanded
Standard Offer for Commercial and Industrial Lighting. The Parties agree
that no additional invoices will be submitted under the LSO. All other
liabilities shall be preserved until satisfied.
(b)
Signatures
The signatories represent that they are authorized to enter into this revision
on behalf of the Party for whom they sign.
CITY OF ASHLAND
BY C~A ~
~ty dmxmstrator
Name Gino Grimaldi
Date
(Print/Type)
UNITED STATES OF AMERICA
Department of Energy
Bonneville Power 3,dministration
Name ~c:u:t:~al ive
(Print / Type)
Date
01ES-10379, City of Ashland 1 of 1
Exhibit A, Projects, Energy Savings And Project Budgets
Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
1. Project 3 Description
(a) Expanded Standard Offer Program
(1)
This Expanded Standard Offer (ESO) provides rebates for retrofits of
lighting in commercial and industrial facilities. The Measures eligible
for payment under this ESO include only those listed in the Lighting
Rebate Verification Report. In addition, a 30 percent watt reduction of
the affected lighting load for each project is required to receive the
rebate. Ashland shall ensure that all materials, including PCB
ballasts, are disposed of or recycled in accordance with current
environmental laws.
(2)
Ashland shall implement a commercial and industrial sector lighting
retrofit program designed to install the Measures listed in the
Lighting Rebate Verification Report below. Ashland may implement
the program using Ashland's staff or contractors to provide the
services necessary to install the Measures.
(3)
Ashland shall provide a work plan to Bonneville within 120 days of
the execution of this Project 3. The Plan shall include: (1) a brief
description of Ashland's program, (2) method for determining eligible
facilities, and (3) qualifications required for auditors, installers, and
inspectors.
(4)
Bonneville shall review this work plan and upon acceptance, send
Ashland written notification to proceed.
(5)
Should the level of program implementation fall substantially below
the activity level identified in the ~vork plan, Bonneville reserves the
right to adjust the implementation budget pursuant to section (i)
below.
(6)
In order to accommodate the addition of new technologies and revised
specifications, Bonneville may annually revise this Project 3.
(b)
Implementation Period
This ESO is available from the Execution Date of this Project 3 through
September 30, 2006.
(c) Energy Savings Verification
(1)
Ashland shall inspect all installations to ensure Measures are
installed correctly and that the Measures meet the specifications
listed in sections (k) and (1) of this Project 3. Ashland shall:
01ES-10379, City of Ashland I of 9
(d)
(e)
(A)
complete, sign, and date the Lighting Rebate Verification
Report for each project,
(B)
attach the Wattage Reduction Summary Sheet for each facility
showing the wattage reductions and energy savings,
(c)
attach any cut sheets or equipment descriptions for the
installed equipment,
(D)
submit the above with an invoice as described in section (d)
below.
(2)
Ashland shall retain all supporting documents for each project that
include, but are not limited to purchase orders, subcontractor invoices,
pre-project estimates, or other related project documents. Bonneville
may review these records as provided for in this Agreement.
Bonneville Payment and Invoicing Requirements
(1)
Bonneville shall provide $350,000 for implementation of this proposal.
Ashland may invoice Bonneville up to this total Implementation
Budget for this ESO through September 30, 2006. In no case shall the
total invoiced to Bonneville for past and future work under this project
exceed the Implementation Budget. If Ashland expends this
Implementation Budget amount prior to September 30, 2006, Ashland
may request additional Implementation Budget. Bonneville shall
review the request and may add additional funds to the
Implementation Budget by modification to this Agreement.
(2)
Ashland may invoice Bonneville when projects are complete, but no
more often than once a month. Bonneville shall review, and upon
acceptance, pay the reimbursements for Measures installed. Ashland
shall, if requested by Bonneville, arrange for an onsite inspection by
Bonneville of the Measures installed.
Technical Interpretations
Ashland may submit technical questions in writing, including E-mail, to
Bonneville regarding the specifications and the rebate list.
Consideration of Non-Standard Measures
The intent of the ESO rebate list is to provide standard incentives for
common lighting efficiency Measures. Ashland may request, on a
case-by-case basis, Bonneville consideration of lighting Measures that are not
included in the Lighting Rebate Verification Report. Such Measures must be
determined by Bonneville to be cost-effective Measures and meet general
Conservation Augmentation program requirements. Bonneville reserves the
right to approve or disapprove use of such non-standard Measures.
01ES-10379, City of Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
2 of 9
(g) Program Requirements
(h)
(i)
(1) The facility shall be non-residential and served by Ashland.
Rebates are available for replacement of existing equipment in
existing facilities only.
(3)
The total rebate for each project shall not exceed 70 percent of the
total project cost.
(4)
All projects must reduce the affected lighting wattage by 30 percent or
greater, where: Percent Watt Reduction = 100 x (Input Watts of
Removed Lighting - Input Watts of Installed Lighting) + Input Watts
of Removed Lighting).
(5)
All payments for savings under this Project 3 must be passed through
from Bonneville to the end-user by Ashland.
Measure Life
Regardless of the method for determining Measure life as described in
section 14(e)(1) of the body of this Agreement, the Measure life for all
Measures under this project is 10 years except for CFLs, which is 3 years.
If a termination charge is implemented under section 14(e) of the body of this
Agreement, the Measure life provided in this section shall be used in the
formula provided in section 14(e) of the body of this Agreement.
Budget Review and Adjustment
Bonneville shall periodically review Ashland's progress to ensure that the
program is being implemented in a manner that provides assurance that the
funds will be utilized by Ashland during the term of Project 3. Bonneville
may', in consultation with Ashland, and only after providing 3 months notice,
reduce the budget. Bonneville shall take into account all issues that Ashland
believes will affect future rates of expenditure. In any case, Bonneville shall
not reduce the budget:
(1)
below the level needed to meet all commitments previously made in
writing by Ashland to any consumers. A list of commitments shall be
provided to Bonneville;
(2)
belo~v the level needed to cover the estimated cost associated with all
projects that have been formally presented to Ashland by any
consumers, and that, in the opinion of Ashland, have a high likelihood
of gaining utility or Bonneville approval, whichever is needed. A list
of projects shall be provided to Bonneville.
01ES-10379, City of' Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
3 of 9
(j) Consumer Triggered Stranded Conservation Investments
(1)
If a consumer who received conservation payments under the terms of
this exhibit;
provides notice to Ashland it will stop placing firm load on
Ashland, and
(B)
that consumer continues to operate the facility with electricity
provided by any other entity, including energy the consumer
may produce using its own generation resources, and
(c)
the Bonneville payment to Ashland to achieve that
conservation with that consumer was $100,000 or greater, then
Ashland shall be responsible for repayment for the resulting
stranded conservation investment.
The amount of the repayment shall be calculated using the formula in
section 14(e). The definition of the variables in the formula shall be
construed to apply to those projects for which repayment shall be
required. The Measure life shall be consistent with those provided in
section (h) of Project 3 of this Exhibit A.
(3)
The repayment shall be made within 60 (sixty) business days from
when the business ceases to place firm load on Ashland.
(k) General Equipment Requirements
(1) All equipment shall be new.
(2)
All ballasts and luminaires shall be Underwriters Laboratory (UL)
rated.
(s)
Ballast Warranty: All electronic ballasts shall be warranted against
defects in material and workmanship for a minimum of 3 years, except
for those ballasts listed under sections (1)(1), (1)(2), and (1)(8) below.
These ballasts are warranted for 5 years as required by the Lighting
Design Lab T8 & T5 Fluorescent Lamp Electronic Ballast
Specifications. The warranty shall include either a $10.00
replacement labor allowance or complete replacement including labor
by an agent of the manufacturer.
(4)
Lamp Warranty: Lamps shall be warranted against defects in
material and workmanship for 2 years. The warranty shall provide
for replacement lamps.
(5)
Compact Fluorescent Warranty: CFLs shall be warranted for at least
1 year, or for the manufacturer's stated life of the CFL.
01ES- 10379, City of Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
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Starting Temperatures: All ballasts shall be capable of starting the
lamps at the appropriate ambient (surrounding) temperatures.
Examples include indoor heated, indoor non-heated, normal outdoor,
and cold climate outdoor.
(1) Rebate Item Requirements
(1)
High Performance T8 Fluorescent Lamps and Electronic
Ballasts
(A) Includes fixture retrofits and new fixtures.
(B)
This category is primarily intended for 4-foot T8 ]amps, but
includes T8 and T5 linear fluorescent lamps, 2 feet to 8 feet in
length, with ballast input watts from 15 to 114 watts, that
meet the 95 lumens per watt requirement.
(c)
Lamps shall have a CRI equal to or greater than 85, lumen
maintenance equal to or greater than 95 percent, and lamp life
equal to or greater than 24,000 hours (at 40 percent of rated
life, 3 hours per start). Four-foot F32T8 lamps shall have
initial output equal to or greater than 3,100 lumens.
(D)
Ballasts shall meet the requirements of the Lighting Design
Lab T8 & T5 Fluorescent Lamp Electronic Ballast
Specifications current at the time of ballast installation.
(E)
Lamp/ballast combinations shall have an efficacy of equal to or
greater than 95 lumens per watt:
Lamp/Ballast Efficacy: (Initial Lamp Lumens x No. of Lamps
x Ballast Factor)/Ballast Input Watts.
(F)
For this "High Performance" rebate, the application must
include either the manufacturer's specification sheet
documenting Initial Lamp Lumens, Lamp Lumen
Maintenance, Ballast Factor and Ballast Input Watts, or list
manufacturer's model numbers and performance.
(G)
Alternate Compliance Method: In lieu of Lamp/Ballast Efficacy
documentation, lamps and ballast may qualify separately as
follows:
01ES- 10379, City of Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
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Lamp Type Instant Start Programmed Lamp
Rapid Start Lumens
1-1amp F32T8 ..... BEF > 2.75 > 3,100
2-1amp F32T8 BEF ~_ 1.6 BEF > 1.47 > 3,100
3-1amp F32T8 BEF _~ 1.06 BEF > 0.97 > 3,100
4-1amp F32T8 BEF _~ 0.81 BEF > 0.75 > 3,100
Ballast Efficacy Factor (BEF) = Ballast Factor x 100 + Ballast Input
Watts
(2)
(3)
T8 or T5 Fluorescent Lamps and Electronic Ballast
(A)
Includes fixture retrofits and new fixtures. This rebate
category is intended only for applications where the
requirements of category A (above) cannot be achieved.
(B)
Includes T8 and T5 linear fluorescent lamps, 2 feet to 8 feet in
length, with ballast input watts from 15 to 114 watts.
(c)
Lamps shall have a CRI equal to or greater than 80, lumen
maintenance equal to or greater than 90 percent, and lamp life
equal to or greater than 18,000 hours (at 40 percent of rated
life, 3 hours per start). Four-foot F32T8 lamps shall have
initial output equal to or greater than 2800 lumens. Lamp
ballast combinations shall have an efficacy equal to or greater
than 80 lumens per watt.
(D)
Ballasts shall meet the requirements of the Lighting Design
Lab T8 & T5 Fluorescent Lamp Electronic Ballast
Specifications current at the time of ballast installation.
Hardwired Compact Fluorescent
(A)
Includes new hardwired compact fluorescent fixtures and
fixture retrofits, 15 to 99 watts.
(B) Must replace existing incandescent or mercury vapor lighting.
(c)
Hardwire retrofits must remove screw-in lamp socket.
Recessed fixtures must include a reflector designed for the new
lamp.
(D)
Lamps shall have a CRI equal to or greater than 80, lumen
maintenance equal to or greater than 80 percent, and lamp life
equal to or greater than 10,000 hours (at 40 percent of rated
life, 3 hours per start).
(E)
Ballasts shall have a power factor equal to or greater than
90 percent, THD less than or equal to 33 percent, Lamp
01ES- 10379, City of Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
6 of 9
Current Crest Factor less than or equal to 1.7, Class A sound
rated, and provide end of life protection.
(4)
(F)
Lamp/ballast combinations shall have a minimum efficacy of
46 lumens per watt for lamps under 30 watts, and 60 lumens
per watt for lamps 30 watts or greater.
Ceramic Metal Halide
(A)
Includes new hardxvired fixtures and fixture retrofits, 39 to
250 watts (nominal).
(B) Must replace existing incandescent lighting.
(c)
Lamps shall have CRI equal to or greater than 80, lumen
maintenance equal to or greater than 80 percent, and
maximum color shift over life of lamp less than or equal to
200 degrees Kelvin.
(5)
Screw-in Compact Fluorescent Lamps
(A) Includes one-piece or modular screw-in compact fluorescent,
3 to 150 watts (nominal).
(B)
(C)
Must replace existing incandescent lighting.
Installation in recessed fixtures is not recommended. Lamps in
recessed fixtures must include a reflector designed for the
lamp.
(D)
Screw-in compact fluorescents must bear the ENERGY STAR®
label and meet the ENERGY STAR® specifications for energy
efficiency. Exception: Where ENERGY STAR® specifications
do not apply, substitutions may be allowed with prior approval
from Bonneville.
(6) LED or Cold Cathode Exit Signs
(A) Applies to new LED or Cold Cathode exit signs.
(B) Must retrofit or replace existing incandescent exit signs.
(c)
Exit signs must meet the ENERGY STAR® specifications for
energy efficiency. Input power must be less than 5 watts per
face.
(7) Induction Lamp Luminaire
(A) Includes new induction lighting systems.
(B) Must replace existing incandescent or mercury vapor lighting.
01ES- 10379, City of Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
7 of 9
(8) High Output Fluorescent Luminaire
(m)
(9)
(A)
Includes T8, T5, standard or HO, 4-foot and 8-foot lamps, 85 to
600 input watts.
(B)
Must replace T12 fluorescent/magnetic ballasts, mercury
vapor, probe-start metal halide, or incandescent.
(c)
Lamps shall have a CRI equal to or greater than 80, lumen
maintenance equal to or greater than 90 percent, and lamp life
equal to or greater than 18,000 hours (at 40 percent of rated
life, 3 hours per start).
(D)
Lamp/ballast combination shall have an efficacy of greater
than 80 lumens per watt.
(E)
Ballasts shall meet the requirements of the Lighting Design
Lab T8 & T5 Fluorescent Lamp Electronic Ballast
Specifications current at the time of ballast installation.
Pulse Start Metal Halide
Includes new pulse-start lighting systems. Where possible,
high output fluorescents are recommended over metal halide.
(B)
Lamps shall have a CRI equal to or greater than 65, lumen
maintenance equal to or greater than 75 percent, and lamp life
equal to or greater than 20,000 hours (at 40 percent of rated
life, 3 hours per start).
(c)
Lamp/ballast combination shall have an efficacy equal to or
greater than 89 lumens per watt.
(10) Occupancy Sensors
(A)
Includes infrared, ultrasonic, and dual-technology sensors, and
~vall, ceiling, and fixture mounts.
(B)
Occupancy sensor must be compatible with the controlled
lighting equipment and rated for the controlled wattage.
(c)
Infrared sensors require an unobstructed view of targeted
motion.
(D)
All sensors shall be tuned after installation for proper
coverage, sensitivity, and time delay.
Tables
The attached Table 1: Lighting Rebate Verification Report, and Table 2:
Wattage Reduction Summary Sheet are part of this Project 3.
01ES- 10379, City of Ashland
Exhibit A, Project 3:: Expanded Standard Offer For Commercial & Industrial Lighting
8 of 9
(n)
Signatures
The signatories represent that they are authorized to enter into this revision
on behalf of the Party for whom they sign.
CITY OF ASHLAND
By
Name
City Administrator
Gino Grimaldi
UNITED STATES OF AMERICA
Department of Energy
Bonneville Powe~ministration
Account Exe~ve
Name Paul J. O'Neal
(Prit~ t / Type) (Print/Type)
Date Date
01ES-10379, City of'Ashland
Exhibit A, Project 3: Expanded Standard Offer For Commercial & Industrial Lighting
9 of 9
Exhibit A: Projects, Energy Savings & Project Budgets
Project 3: Expanded Standard Offer for Commercial and Industrial Lighting
Table 1: Lighting Rebate Verification Report
Project Title: Project #:
Facility Address: Utility:
Existing Rebate PerI Number of/ $ Total by
Equipment Measure Description Unit i UnitsL Measure
T12 Fluorescent Includes TS, 2' to 8' la/nps: Ballast: PF > 95% THD <_ 20%. Lamp: Lu~nen Maint. > 95%, CRI >85, 4' lamp
or h,nens > 3,100, 4~ la~np life ~ 24,000 hrs, Initial Lumen~att > 95
1. 1 lamp and electronic ballast (15 to 44 input watts) $ 15
Incandescent 2. 2 to 4 lamps and electronic ballast (45 to 114 input watts) $ 30
Includes T8 and T5, 2' to 8' lamps. Ballast: PF~ 90°%THD ~ 20%. Lamp: Lumen Maint. ~ 90%, CRI ~ 80,
Mercury Vapor 4' lamp lumens ~ 2,800, 4' la~np life ~ 20,000 hrs, Initial Lume~att > 80 -
1. 1 lamp and electronic ballast (15 to 44 input watts) $ 8
~. 2 to 4 lamps and electronic ballast (45 to 114 input watts)$ 15
Hardwired ballast and replaceable la~np, CRI ~ 80, see Specifications/or lumens/W, tt requirement
15 to 49 'Watts (Nominal Lamp Watts) $ 30
2. 50 to 99 Watts$ 40
CRI ~ 80, lu/nen maintenance ~ 80% and maxi/num color shift over life o/lamp < 200K
39 to 100 Watts (Nominal Lamp Watts) $ 40
2. 101 to 250 Watts $ 60
or Includes o~e Piece or Modular, Energy Star~ compliant where applicable.
3 to 24 Watts (Nominal Lamp Watts) $ 3
Mercu~ Vapor 2. 25 to 45 Watts $ 6
3. over 45 Watts $ 12
Energy Sta~ compliant where applicable, Input W~tts < 5
1. Retrofit ~kit or Replace existing incandescent sign ]$ 30 ]
Lamp L(fe ~ 100,000 houcs, CRI ~ 80
1. 100 Watts or less (Nominal Lsmp Watts) $ 60
2. over 100 Watts $ 120
Includes TS, T5, long txgn t~be T5; 4' and 8'. B~ll~st: PF~ 90%,THDc 20%. Lamp: Lumen Ma~nt. ~90%,
~12 ~luo~c~ccn~ C~I ~ 30, l~mp l~f~ ~1~,000 ~, I~tgal ~e~att ~ 80
or L 85 to 129 Watts (Ballast Input Watts) $ 60
Merctt~~ V~or 2. ~30 to 1~9 W~tts ~ ~00
oF
Probe-Start 3. 190 to 249 Watts $ 120
Metal Halide 4. 250 to 600 Watts $ 180
Incandescent Lamp Lgfe ~ 20,000 hcs., Lumen M~gnt. ~ 75%, CRI ~ 65, I,~t~el Lumens/W~tt ~ 89
1. 300 to 399 Wstts (Nominal Lamp Watts) $ 100
2. 400 to 750 Watts $ 150
Includes ~nfrared, ~Itrason~c and dual-techno/og~
M~nuol Control 1. Wall-switch mount: 100 to 200 Watts controlled $ 20
2. Wall-switch mount: over 200 Watts controlled $ 35
3. Ceiling, fixture, or high wall mount: over 200 Watts controlled $ ~5
Eequirements A. ~uit Total:
1. The installed equipment meets the program requirements and specifications. B. Total Project Cost:
2. The rebate items listed have been installed and are operational.
3. The project has achieved a 30% or greater Watt Reduction. C. 70% of Project Cost:
Customer Rebate (lower ora or C above):
Watt Reduction:
Inspected By: Date: Annual kwh Savings:___
01ES-10379, City of Ashland 1 of 1
Exhibit A, Project Proposals, Energy Savings And Project Budgets
Project 4: Commercial And Industrial Standard Offer
1. Project 4 Description
(a) Sub-Project Submission, Approval, and Completion Process
(1)
General Requirement
Ashland shall follow the procedures and requirements described below
to receive payment from Bonneville for Energy Savings delivered
under this Project 4.
(2) Sub-Project Proposal Submission Process
(A)
Ashland shall submit Sub-ProjectI proposals to Bonneville
using the Commercial Industrial Proposal Requirements
Document (Proposal Requirements Document). The Proposal
Requirements Document is incorporated by reference into this
Agreement. Bonneville shall provide a dated copy of the
Proposal Requirements Document to Ashland. Bonneville may
revise this Proposal Requirements Document over the term of
this Exhibit A and shall provide Ashland with updated
versions. Ashland may use either the most current Proposal
Requirements Document for Sub-Project proposal submittals or
prior versions as provided to Ashland by Bonneville.
(B)
Upon initial review of Ashland's Sub-Project proposal,
Bonneville may request additional information and/or
clarification of information given.
(c)
Upon completion of the review of a Sub-Project proposal,
Bonneville shall provide Ashland written notice either
accepting or rejecting the Sub-Project proposal.
(D)
Once Bonneville's written acceptance is received by Ashland,
Ashland may proceed with the Sub-Project as provided under
this Exhibit A.
(E)
The Parties agree that Bonneville's written acceptance of a
submitted Sub-Project proposal automatically adds such Sub-
Project to this Exhibit A.
(3) Completion Report
(A) Elements of Completion Report
~ "Sub-Projects" shall be defined as those submitted by the utility for separate evaluation and
approval in accordance with the process as outlined under this Commercial & Industrial Standard
Offer. The term "Project" refers to the entire Commercial and Industrial Standard Offer and
includes all "Sub-Projects" as approved by Bonneville.
01ES-10379, City of Ashland 1 of 6
Upon completion of each approved Sub-Project added pursuant
to section 2(a)(2), Ashland shall provide to Bonneville a written
Completion Report2 that includes, but is not limited to, the
following:
(i)
A description of the equipment installed and how this
differs, if at all, from description provided in the original
Sub-Project proposal;
(ii)
The actual Energy Savings as determined from the
results of the metering and verification plan as agreed
upon at the time of Sub-Project approval (include
information on the methodology, assumptions, and
formulas used);
(iii)
All actual total Sub-Project costs as allowed per the
Proposal Requirements Document;
(iv)
Any changes in equipment installation or operations
from what was described in the Sub-Project proposal;
(v)
The date on which the Sub-Project was installed and
made fully operational.
(B) Additional Information
(i)
After initial review of the Completion Report, and after
consultation with Ashland, Bonneville may ask for
additional information it believes is relevant pertaining
to the Sub-Project. If Bonneville determines that the
Completion Report is still incomplete, Bonneville shall
request that Ashland revise and resubmit the
Completion Report based on comments received from
Bonneville.
(ii)
Upon completing its review of the Completion Report,
Bonneville shall provide written notice to Ashland
accepting the report.
Implementation Period
Ashland may begin implementation of this Project 4 upon execution of this
Exhibit A and may implement this Project 4 through September 30, 2006,
provided that all Measures installed under this Project 4 are Completed
Units (as defined in section 2(a) in the body of this Agreement) by this date.
However:
2 "Completion Report" shall be defined as the report submitted by the utility to Bonneville once the
Sub-Project has been successfully installed and put into operation. The "Completion Report" shall
contain the information as called for in this section 2(a)(3).
01ES- 10379, City of Ashland
Exhibit A, Project 4: Commercial and Industrial Standard Offer
2 of 6
(1)
Ashland may complete measurement and verification activities and
submit the Completion Report after September 30, 2006, provided,
however, such Completion Report shall be submitted no later than
September 30, 2007, unless otherwise agreed to by the Parties.
(2)
Ashland shall notify Bonneville in writing by October 15, 2006, of the
Measures and Sub-Projects that were Completed Units by
September 30, 2006, but for which metering and verification has not
yet been completed and for which the Completion Report has not yet
been submitted.
(c) Energy Savings
(1)
The Energy Savings methodology shall be described in the Sub-Project
proposal. Bonneville may suggest changes to the Energy Savings
methodology outlined for the Sub-Project proposal.
(2)
The actual Energy Savings for each Sub-Project, as shown in the
approved Completion Report, shall be the basis for payment from
Bonneville.
(3)
Bonneville may request and Ashland shall make arrangements for site
visits by Bonneville representatives, for evaluation of the Energy
Savings methodology proposed in a Sub-Project proposal, or as part of
its review of a Completion Report.
(d)
Payment for Energy Savings
Bonneville shall reimburse Ashland based upon the Energy Savings reported
in the accepted Completion Report. The reimbursement amount shall be
based upon the measure life as shown in the table below. The full incentive
amount shown in the table below shall be paid to the Consumer, except
Ashland may retain up to 60 percent of Ashland incurred "Allowable Project
Costs" as defined in Section E of the Proposal Requirements Document.
Measure Life Incentive Amount Maximum Amount payable
>1 year to 5 years $0.035 per first year kWh 60% of total Sub-Project cost
>5 years but <10 years $0.075 per first year kWh 60% of total Sub-Project cost
10 years or more $0.12 per first year kWh 60% of total Sub-Project cost
(e)
General Eligibility Requirements
(1) Commercial/Industrial Proposal Requirements
(A) Bonneville shall evaluate all Sub-Project proposals using the
information provided by Ashland in the Proposal Requirements
Document.
01ES- 10379, City of Ashland
Exhibit A, Project 4:: Commercial and Industrial Standard Offer
3 of 6
(2)
(B)
Bonneville may reject any Measure that does not meet the
eligibility requirements as listed in the Proposal Requirements
Document.
(c)
Bonneville shall make the final decision as to whether any
proposed Measure or Sub-Project proposal meets the eligibility
requirements and criteria as stated in the Proposal
Requirements Document and whether to accept the Sub-Project
proposal.
Additional Eligibility Requirements
Bonneville shall also consider the following when determining a
Measure or Sub-Project proposal's eligibility:
(A)
Bonneville shall not pay reimbursements under this Project 4
for Measures that have been paid for under another Bonneville
program.
(B)
(c)
Bonneville shall not accept residential Sub-Project proposals
under this Project 4.
Bonneville shall not accept agricultural irrigation Sub-Projects
under this Project 4.
(D)
Bonneville reserves the right to reject Sub-Project proposals for
which it considers the Energy Savings to be insufficient
relative to the cost to Bonneville to implement such Sub-
Project.
Consumer-Triggered Stranded Conservation Investments
(1)
If a Consumer received conservation payments under the terms of this
Project 4 and
(A) stops purchasing its electricity from Ashland, but
(B)
continues to operate its commercial and/or industrial facility
with electricity provided by any other entity, including energy
the Consumer produces from its own generation resources, and
(c)
the Bonneville payment to Ashland to achieve any portion of
Energy Savings associated with such Consumer is $100,000 or
greater, then
Ashland shall be responsible for repayment to Bonneville of the
resulting stranded conservation investment.
(2)
The amount of the Sub-Project repayment shall be calculated using
the formula in section 14(e) of the main body of this Agreement. The
01ES- 10379, City of Ashland
Exhibit A, Project 4: Commercial and Industrial Standard Offer
4of6
(g)
(h)
measure life shall be consistent with those provided pursuant to
section 2(g), Measure Life, below.
(3)
The repayment shall be made within 60 (sixty) business days from
when the business ceases to place firm load on Ashland.
Measure Life
Not~vithstanding section 14(e)(1) of the main body of this Agreement, the
measure life shall be determined by Bonneville and shall be stated in the
letter to Ashland approving the Sub-Project proposal.
Implementation Budget
(1)
Implementation Budget Amount
Bonneville shall make available to Ashland an Implementation
Budget of $100,000 for this Project 4. The Implementation Budget
shall be allocated to each Sub-Project accepted by Bonneville.
Ashland may continue to submit Sub-Project proposals until the
Implementation Budget is fully allocated. Bonneville reserves the
right to reduce the Implementation Budget during the course of this
Project 4 as provided in section 2(h)(2), "Implementation Budget
Review and Adjustment."
(2)
Implementation Budget Review and Adjustment
Bonneville shall periodically review Ashland's activities and
implementation under this Project 4.
(A)
In consultation with Ashland and after providing 3 months
written notice, Bonneville may unilaterally reduce the
Implementation Budget. Bonneville shall take into account all
factors that Ashland believes will affect future rates of
expenditure. Bonneville shall not reduce the Implementation
Budget below:
(i)
The level needed to meet all commitments previously
made in writing by Ashland to any Consumer (a list of
commitments shall be provided to Bonneville); and
(ii)
The level needed to cover the estimated cost associated
with all Sub-Project proposals that have been formally
presented to Ashland by any Consumer, and, that in the
opinion of Ashland, have a high likelihood of gaining
Ashland and Bonneville approval. A list of Sub-Project
proposals shall be provided to Bonneville.
(B)
If Ashland expends this Implementation Budget amount prior
to September 30, 2006, Ashland may request additional
Implementation Budget. Bonneville shall review the request
01ES- 10379, City of' Ashland
Exhibit A, Project 4:: Commercial and Industrial Standard Offer
5 of 6
(i)
O)
and may, but is under no obligation to, add additional funds to
the Implementation Budget by modification to this Exhibit.
Invoicing and Payment
Ashland may invoice Bonneville upon receipt of Bonneville's written approval
of the Sub-Project Completion Report. The procedures described in section 8
of the body of this Agreement, "Invoicing and Payment," shall be followed.
Signatures
The signatories represent that they are authorized to enter into this revision
on behalf of the Party for whom they sign.
CITY OF ASHLAND
By
Name
City Administrator
Gino Grimaldi
(Print/Type)
Date
UNITED STATES OF AMERICA
Department of Energy
Bonneville Powe~ninistration
By ,_~~' ~--~
Account Exe~)~e
Name Paul J. O'Neal
(Print/Type)
01ES-10379, City of'Ashland
Exhibit A, Project 4:: Commercial and Industrial Standard Offer
6 of 6
Commercial/Industrial Proposal Requirements Document
This Commercial/Industrial Proposal Requirements Document (Proposal Requirements
Document) shall be used for submitting projects to Bonneville for review under its Conservation
Augmentation Program. The Proposal Requirements Document is intended to provide for
consistent content and format for project proposal review by Bonneville.
EVALUATION OF PROJECT PROPOSALS
Bonneville shall base its evaluation of project proposals on the information provided by the
utility in this Proposal Requirements Document. It is important to respond accurately and
completely to the specific requests for information. Bonneville may contact the utility for
clarification and/or additional information in order to better evaluate the proposal and make its
decision as to whether to approve the proposal.
At a minimum, proposed projects should meet the following criteria:
The project meets all of the requirements in the Eligibility Checklist in section II of the
attached Proposal Template.
· The proposed baseline is appropriate to the situation and provides a sound basis for
establishing energy savings.
· The proposal includes a high quality metering and verification (M&V Plan) showing that
energy savings can be reliably measured and verified.
· The proposal shows that the verified energy savings have a high probability of persisting
over the life of 'the measure.
INCENTIVE PAYMENT
The incentive payment made for approved projects shall be governed by the terms of the
Conservation Augmentation Purchase of Conservation Agreement and related exhibits.
PROPRIETARY INFORMATION
The proposal should identify elements to be treated as proprietary or business sensitive,
including non-disclosure provisions. (Bonneville may compile aggregate reports for program
achievements and savings, which do not specify the savings from individual agreements.)
March 2004
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Instructions Page 1 of 4
CommerCial/Industrial Proposal Requirements Document
INSTRUCTIONS FOR COMPLETING THE ATTACHED PROPOSAL
TEMPLATE
All five sections of the Proposal Template must be completely filled out for your proposal to be
properly evaluated.
Defining Measures
Each measure proposed should focus on a single system or technology. For example, two new
chillers with associated auxiliaries might be presented as a single measure, but it would not be
appropriate to include a lighting retrofit in the same measure. Several measures may sometimes
be combined together with savings and costs reported for the combined total. However, certain
combinations may not be accepted by BPA, such as combining measures with greatly varying
measure life or payback. Interactive effects between measures must be accounted for if these
effects are significant.
Instructions for Completing Section V, "Individual Measure Description," of the
Proposal Template
Complete sections A through E in Section V of the Proposal Template for each separate measure
being proposed.
A. Baseline Description
Baseline conditions; must be established for energy use in all cases, and as needed a baseline
must be established for production levels, weather, operating schedules, etc. For existing
equipment being replaced primarily for energy savings, the baseline will be based on the existing
equipment and operation. Planned replacements, new construction, and major remodels require
a baseline that is different than the existing equipment. In general, the baseline will be based on
standard practice, energy codes, and related standards. In all cases, the chosen baseline must be
appropriate to the situation and reasonable in the context of providing reliable energy savings.
Describe the baseline conditions in detail. The extent of this description should match the scale
of the proposed measure.
B. Proposed Measure Description
Describe specifically what is to be done and how this measure will save energy. Describe the
proposed equipment performance, quantities, and locations. The extent of this description
should match the scale of the proposed measure.
March 2004
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Instructions Page 2 of 4
Commercial/Industrial Proposal Requirements Document
C. Energy Savings Estimate
The purpose of the energy savings estimate is to provide a basis for evaluating the energy
savings potential of each measure proposed. Note that the energy savings estimate is a
preliminary number and is not used for calculation of incentive payments.
The energy savings are the difference between a baseline condition and the condition at the
completion of the project, projected over a one-year period that represents typical operation.
Show baseline and post-installation energy consumption in kWh/year, adjusted on a per unit
basis where applicable (e.g., Annual kWh per Ton of production; Annual kWh per heating-
degree-day, etc.). Briefly explain how the baseline and proposed annual estimated energy
consumption (kWh/yr) were derived (e.g., theoretical calculations, field measurements,
manufacturer's data, etc.), and what assumptions were made in determining the energy savings
estimate.
D. Measurement and Verification (M&V) Plan
The purpose of the iM&V plan is to provide a basis for determining the verified annual energy
savings that will be reported for each measure. The M&V plan must be submitted to Bonneville
for review and approval. Detailed Guidance for preparing an M&V plan may be found in the
International Performance Measurement & Verification Protocol (http://www.ipmvp.org/).
At a minimum, the M&V plan should include the following sections and address the points listed
below.
Approach and Assumptions
· Outline the approach to be used and why it was chosen.
· Identify the sign!ificant variables that affect energy use and categorize each as stipulated, or to be
measured. Stipulated values are only acceptable if they have a well-documented basis in fact and
an analysis shows that plausible errors from the stipulation will not unduly affect the overall
reported savings.
· Include and describe calculations to account for significant changes in production, weather, loads,
hours of operation, setpoints, manual operation occupancy, or other factors that affect the annual
savings over the expected life of the measm'e.
· Identify the baseline and post-installation time periods.
· Describe how energy use will be measured or calculated for both baseline and post-installation
conditions. Direct measurement of pre and post energy consumption is preferred. If measurement
is not possible or practical, provide ax~ explanation.
March 2004
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Instructions Page 3 of 4
CommerCial/Industrial Proposal Requirements DoCument
Metering Plan
For metered verifications, include a description of what will be measured, the measurement duration and
the data sampling intervals, and the instrumentation to be used. Also include details on who will
perform verification and when it will be performed. If applicable, include a one-line diagram showing
proposed metering locations both before and after the installation.
M&V Calculations
Show or describe the: calculations to be used.
extrapolated to an annual basis.
Explain how short term measurements will be
E. Allowable Project Costs
The purpose of the ,cost estimate is to provide a basis for determining budgets and measure
payback. Measure .cost shall include only the incremental cost of going from the baseline to the
proposed condition..
Include detailed estimates of the costs for each measure. Itemize major pieces of equipment to be
installed, removed, or replaced, and include motor size, quantities, and costs associated with each
piece of equipment. Written quotes from suppliers of the major pieces of capital equipment should
be submitted and cam be included in an appendix. Costs for each of the following categories shall
be included where applicable:
1. Non-utility administrative costs such as document preparation, copies, etc..
2. Engineering costs including audits, engineering design, cost estimating, project management,
start-up, and co:mmissioning costs.
3. Equipment costs.
4. Equipment installation costs (including labor and overhead for facilities doing their own
installation).
5. Equipment removal or abandonment-in-place costs.
6. Instrumentation. and data collection to verify Energy Savings.
7. Permit or inspection fees.
8. Sales tax, if applicable.
Ongoing costs such as operation and maintenance costs and depreciation are generally not considered as
part of project costs. Project expenses that are not listed above will be considered on a case-by-case
basis. Major cost items not included in the original project proposal will generally not be allowed unless
agreed to beforehand by Bonneville.
March 2004
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Instructions Page 4 of 4
C°mmercial~nduStrial Proposal Requirements DocUment
Version 1.0
Proposal Template
June 23, 2003
<Project Title>
<Date>
Submitted To:
Prepared By:
<Name>
<Company>
<Phone>
March 2004
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Proposal Template Page i
Commercial/Industrial PropOsal ReqUirements Document
I[ Contact Information
Utility:
Name:
Address:
City:
State, Zip:
Contact Person
Name:
Phone:
Email:
Fax:
II. Eligibility Checklist
To be eligible for incentives for energy savings claimed in this proposal, each measure must meet all of the
following. Check the box that applies for each item.
Yes No
The measure will reduce electric power consumption as a result of increases in the efficiency of
electrical energy use..
The measure would not be installed without the utility's participation in Bonneville's Conservation
Augmentation Program.
The expected measure life is greater than one year.
Each measure involves one of the following:
· Improvements or replacement of existing and operating equipment, OR
· The equipment is under renovation for installation in a new or an expanding facility and an
acceptable baseline for energy savings can be determined, OR
· The measure is a part of new construction or major renovation and an upgrade over code or (best)
practice.
The expected measure simple payback (Project Cost/Annual Energy Cost Savings) is one year or
greater.
The proposed measure equipment has not been installed nor already purchased.
The responses to the elJigibility checklist and information provided in this Proposal Template are accurate and
complete:
Signed: Date:
Title:
March 2004
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Proposal Template Page 2
cOmmercial/Industrial Proposal Requirements Document
III. Summary of Conservation PropOSal
1. Title of proposed Project:
2. Date Submitted:
3. Planned Project Start Date:
4. Planned Project End Date:
5. Brief Description of the project:
6. Estimated Energy Savings (kWh/yr):
7. Estimated Project Cost ($):
8. Estimated BPA Payment:
9. Simple Payback (Cost/Annual Energy Savings):
10. Estimated useful life of the project:
IIV. Energy Conservation Measures to be Installed
List
of
Estimated Estimated Estimated
No. Measure Description Measure Life Savings Project Cost
(years) (kWh/year) ($)
March 2004
www. bpa. gov/Energy/N/projects/CI_SO
Proposal Template Page 3
lCommerCialflndustrial PrOposal Requirements Document
~ Individual Measure Description
Complete sections A through E for each separate measure being proposed. See the "Instructions
for Completing Indiividual Measure Descriptions" above for detailed instructions on filling out
this section.
Measure No. and Ti[tle:
A. Measure Baseline Description
B. Proposed Measure Description
C. Energy Savings Estimate
D. Measurement ;and Verification (M&V) Plan
E. Proposed Project Costs
March 2004
www. bpa. gov/Energy/N/projects/CI SO
Proposal Template Page 4