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Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal

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Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal

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  1. Investment Grade Audit SummaryJune 7, 2011 Keven Ward, Public Sector Consultant, Ingersoll Rand/TraneAdam Johnson, P.E., Project Developer, Ingersoll Rand/Trane Nathan Whitney, Project / Construction Manager, Ingersoll Rand/Trane Sara Holmes, LEED AP, Education Facilities Consultant, Ingersoll Rand/Trane Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal

  2. Agenda • Kansas Master Contract Process Review with Key Milestones • Alignment with District’s Educational Programming and Strategic Master Planning • High Performance Program Improvements for District Schools • Program Savings • Fiscal Planning • Next Steps / Board Actions

  3. Creating High Performance Learning Environments Utilizing a Kansas Statutory Fiscal Tool- Authorized by Kansas Statute 75-37,125 - Advocated by Legislature, Governor, KSDE, KASB, et al

  4. Statutory Fiscal Tool Milestones No Fee to Turner USD 202 Statutory Fiscal Tool Milestones Initial Conceptual Discussion Winter ’10/’11 ESCO Team & the Facility Team Identify Facility Opportunities Preliminary Technical and Financial Analysis Preliminary Technical and Financial Summary 3/1/11 Project Approval & Contract Execution 6/7/11 Detailed Technical & Financial Investment Grade Audit Negotiate Scope & Contract Authorize Investment Grade Audit 3/1/11 Installation Commences Summer ‘11 Commissioning Acceptance Spring 2012 Warranty, M&V - Performance Guarantees Cost Financed in Project

  5. Workshops & Interviews: • Superintendent, Administration, Board of Education • Building Principals, Facility Manager, & Key Personnel • Data Mining & Analysis: • Align with District Vision and Master Plan • Capital Project Plan Review • Utility bills – 36 months • Operational, maintenance, & repair expenditures • Parts / contractor invoices (2 fiscal years) • Review of existing programs & future plans • Facility surveys by Trane engineers • Budgets & Financial Considerations • Identify student initiatives to reinforce Investment Grade Audit Review • IGA Analysis Summary • Pro forma Summary • BoE action to authorize Energy Performance Contract Strategy & Alignment Mtg. • Preliminary Analysis Summary • Pro forma Summary • Fiscal and political considerations • BoE action to authorize Investment Grade Audit • Energy Conservation Measures Matrix Developed • Budgetary Estimating • O&M Expenditure Analysis

  6. Investment Grade Audit Process

  7. Educational Programming Master Plan Engineered Savings Fund Integrated, Comprehensive Project p

  8. Reinforcing & Accelerating Strategic Master Plan Goals Reinforcing & Accelerating Strategic Master Plan Goals

  9. Early Learning Center

  10. Turner Elementary School

  11. Oak Grove Elementary School Facility Description Oak Grove Elementary School

  12. Midland Trail Elementary School

  13. Junction Elementary School

  14. Turner Middle School

  15. Turner High School

  16. Endeavor / Focus

  17. Investment Grade Audit Energy Analysis $95,044 1st Yr. Savings

  18. Operations, Maintenance, & Repair Expenditure Analysis • Derived from Turner USD 202’s Expense Budget Reports • Average of FY2009 and FY2010 • Doesn’t include District’s staff time

  19. Investment Grade Audit Fiscal Planning

  20. Favorable Funding Source Advantages

  21. Prudence of Pro-Activity Rewarded

  22. Turner USD 202 Project Team Organizational Chart Trey Fruge District General Mgr Rick Krause District Construction Fulfillment Leader Turner USD 202 Angie Gensler Marketing Coordinator Project Admin. Nathan Whitney On-Site Project Manager Gina Rudy Equipment Fulfillment Sara Holmes Education Facilities Consultant Keven Ward Public Sector Consultant Robert Kairigan Safety Coordinator Mike Mahoney, P.E. Engineering Team Leader On-Site Presence Chris Begemann, Job Superintendent Jenny Osipik Quality Assurance Coordinator Mechanical & Electrical Contractors Adam Johnson, P.E. Project Developer Chad Althouse, Project Developer Gary Downes P.E. Mechanical Electrical Plumbing Specialist David Hansen, P.E. LEED AP, Equipment Specialist Brad VanArnsdale Energy Engineer Lighting Contractor Joshua White Equipment Project Manager David Holtgrefe Building Controls Project Manager Randy Jameson, P.E., CEM, Lighting Specialist Al Jones, LEED AP, Bldg. Controls Specialist Trane Technicians Trane Technicians Neil Maldeis, CEM, AEE Measurement & Verification Specialist Larry Cook Service Planner Craig Grosser, Architect

  23. Turner USD 202 Project Management Team Organizational Chart Trey Fruge Kansas General Mgr Turner USD 202 Rick Krause District Construction Fulfillment Leader Project Admin. Nathan Whitney On-Site Project Manager Gina Rudy Equipment Fulfillment Adam Johnson, P.E. Project Developer Robert Kairigan Safety Coordinator On-Site Presence Local Project Management Chris Begemann, Job Superintendent Jenny Osipik Quality Assurance Coordinator • Local construction management • Weekly construction meetings • Daily e-mail updates • BoE packet updates • Monthly staff meetings • Website communication • Safety meetings • Security compliance • Occupied space management Mechanical & Electrical Contractors Brad VanArnsdale Energy Engineer Lighting Contractor Joshua White Equipment Project Manager David Holtgrefe Building Controls Project Manager Trane Technicians Trane Technicians

  24. Project Implementation Overview Implementation Process and Timeline Project & Energy Manager Project & Energy Manager Project & Energy Manager Measurement And Verification Preliminary Analysis Investment Grade Audit Commissioning Verification Construction Project Installation Phase Project Sustainment Phase Project Development Phase 10 to 15 Yrs 45 Days 80 Days 150 Days 30-90 Days • Project Management • Planning & Scheduling • Coordination • Detailed Design • CM/GC Initiated • Installation • Preliminary ECM’s Identified • Financial Scoping Tool Created • Budget Estimate Prepared • M&V Process • Fine Tuning of DDC System • Preventive Maintenance • Initiate / Recommend More ECM’s • Detailed Survey • Design Development • Construction Budget Established • Construction Drawings & Specs • Detailed Trace 700 Model • Financing secured • Verify ECM Performance • Complete Punch Lists • Training • As-built Drawings • Energy Policy Publicity Campaign – Community Events, Press Releases, Awards, Legislator visits, etc. Prepare BTU Energy Curriculum Program

  25. Board considers action June 7th to authorize Energy Performance Contract Pending legal review and financing closing Statutory compliance Streamlined Kansas Master Contract Enables summer break work schedule commencement Speed to savings advantages Favorable buyer’s market with historically low financing rates Board considers action June 21st to select financing proposals (Tax-exempt lease purchase agreement and QZABs) Pending legal review June 21st – Board receives contract legal reviews and considers action to authorize finance closing Next Steps Questions / Comments

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