Building Retrofits: CCI and the Green Schools Alliance March 21, 2010

1. Building Retrofits: CCI and the Green Schools Alliance March 21, 2010

2. Contents The GSA / CCI Partnership Craig HIbberd, Green Schools Alliance CCI’s Energy Efficiency Building Retrofit Program Arah Schuur, CCI Case Study: Lee College Steve Evens, Lee College / Jim Swan, Johnson Controls How this works. Q & A Arah Schuur, CCI

3. The GSA/CCI Partnership

4. GSA & CCI: Getting to Carbon Neutral • CCI and Green Schools Alliance have entered into a partnership with the goal of promoting GHG reduction programs in K-12 schools: • 2009: with the assistance of many industry experts, created a best practices toolkit as a resource for schools interested in learning about and conducting an EPC • 2010: will initiate and support at least five (5) building energy efficiency projects with GSA member schools.

5. The Clinton Climate Initiative: Building Retrofit Program

6. Benefits of Building Retrofits Deliver carbon and sustainability commitments • Existing buildings use an average of 25% more energy than new buildings • LEED for Existing Buildings focuses on energy, water conservation • Students are demanding green, LEED, high-performing space and new buildings are providing this Capture wasted energy & money • There is excess energy and savings trappedin existing buildings, typically 20 – 50% • Reduce energy use & lower operating expenses • Energy efficiency retrofits offer low-risk, high-return investment • Upgrade/renew aging infrastructure , address deferred maintenance • Improve facility comfort & performance

8. ACUPCC Schools CCI Retrofit Model Implementation Partners Discounted products Technology Suppliers Discounted products Best practices contracting Commercial financing products Discounted products Incentives to do retrofit Financial Institutions Cities

9. Energy Services Performance Contracting (EPC) Benefits of EPCs • Innovative Contracting Model in which Project Cost and Energy Savings are Guaranteed by ESCOs • EPC Projects Pay for Themselves • Owners Control Process CCI ESCO partners agree to: • Deliver financially justifiable & sustainable projects • Work in alignment with CCI negotiated terms and conditions • Work with CCI to minimize costs and pass on results

10. Role of CCI CCI is serves as a pro bono consultant to schools in designing and implementing a building retrofit project. • Facilitate project development and implementation • Connect schools with ESCO, financial and technical partners • Provide technical assistance • Ensure that best practices are followed • Provide access to supplier partners and product discounts • Share best practice examples at each stage of project • Measure and share results CHAMPION ACTUAL REDUCTIONS IN GHG EMISSIONS

11. Case Study:

12. Lee College, Baytown Texas Overview Finances Annual energy savings

13. Lee College, Baytown Texas What led us to consider an Energy Performance Contract? • Accumulation of deferred maintenance cost on 40 year old buildings. • Lack of available funds to make much needed repairs and improvements to infrastructure. • Inefficient energy use due to age of infrastructure. • Rising energy and operational costs

14. Lee College, Baytown Texas • What were the immediate benefits? • Many items proposed to be included in the FY 2009 operating budget were covered in the energy performance contract thus freeing up funds for instructional needs. • Ability to finance facility projects in the energy performance contract eliminated the need to sell bonds to finance the costs.

15. Lee College, Baytown Texas What are the long-term benefits? • The replacement of key infrastructure items allows the College to maintain these items replaced under warranty agreements . • Additional budget can now be directed towards student learning rather than facilities.

16. Facility Improvement Measures • FIM 1: Lighting Improvements • Existing T8 Fixtures will be retrofitted with new, T8 Ballasts, and Philips 28 Watt T8 Energy Advantage Lamp featuring ALTO Lamp Technology for all 4' T8 lamps. • 7,550 Fixtures in audit, 7,372 retrofits, 1,338 existing efficient fixtures not included • 1,377 sensors (504 wall-mounted, 873 ceiling-mounted) $167,237 Annual Savings

17. Facility Improvement Measures • FIM 2: Solar Window Film • Install 22,476 sq. ft. of VE-35 solar film and 7,489 sq. ft. of R-20 security film, (Security Film to be installed on ATC / Library only) $41,818 Annual Savings

18. Facility Improvement Measures • FIM 3: Water Conservation Improvements • Retrofit existing 1.6 and 3.5 gallon per flush toilets with High Efficiency (HE) 1.28 gallon per flush toilets • 24 Elongated front ( 1.0 Gpf / 3.8 Lpf ) two piece, pressure-assist toilet. • 7 ADA HET 1.28 Floor mounted Closet / Manual 1.28 piston • 24 Standard height HET 1.28 Floor mounted Closet / Manual 1.28 piston • 207 HET 1.28 Wall mounted Closet / Manual 1.28 piston • Retrofit existing 1.5 gallon per flush valves with "Pint" High Efficiency (HEU).125 gallon per flush Urinal Systems • 68 High Efficiency urinal System (bowl and battery sensor valve) $47,022 Annual Savings

19. Facility Improvement Measures • FIM 4: Boiler & Steam System Improvements • Boiler System Improvements • Replace two (2) existing 300 Hp boilers, de-aerator, and feedwater pumps (auxiliaries), with three (3) 100 Hp boilers each will provide increased efficiency and operational flexibility. and auxiliaries.

20. Facility Improvement Measures • FIM 4: Boiler & Steam System Improvements • Steam System Improvements • Install new steam traps and drip legs on main steam header and distribution lines and install automatic thermostatic vents at the end of main and secondary branches. • Install (5) new Spirax Sarco Steam Control, Manage, and Measure Package(s), (1) in the main header, and (4) on the secondary lines branching off the main distribution header at the following locations: • TV Buildings (one station serving buildings 1,2,3 & 4) • Gray Science Bldg • Arena (Wellness Center) • Gymnasium • In main distribution header immediately down line from Gymnasium to isolate the remainder of the system • Install (1) new condensate return system. • Make corrections as identified in the February Report: • Science Building Vault • Arena (Wellness Center) • Gymnasium • Music Building • Social Science Building • Moler Hall • Bonner Hall $30,128 Annual Savings

21. Facility Improvement Measures • FIM 5: AHU/DX/Package/Rooftop Unit Upgrades • 909 Decker • Replace existing Carrier RTU • Replace existing Payne RTU • Replace existing Carrier 70 ton chiller • Physical Plant Building • Replace existing Carrier 30 ton chiller • Replace existing boiler • Replace CHWP and HHWP

22. Facility Improvement Measures • FIM 5: AHU/DX/Package/Rooftop Unit Upgrades • Diane Gray Childcare Center • Replace existing York package unit • Replace existing Lennox AHU • Replace existing Lennox and Nordyne condensing units • TV-10 • Replace Lennox RTU1 • Tucker Hall • Replace Carrier condensing unit SDX1 • Replace Carrier condensing unit SDX2 • TV Buildings • Replace remaining CV boxes on 1st Floor of TV1 • Replace all FCUs in TV2,3,4 $43,603 Annual Savings

23. Facility Improvement Measures • FIM 6: North and South Plant Improvements • South Plant • Replace (2) existing chillers, with (2) 600 ton water cooled chillers • Install (3) new secondary chilled water pumps • Install (2) new primary chilled water pumps • Install (2) new condenser water pumps • Refrigerant monitoring system. No SCBA required • New purge fan and duct, reuse existing roof supply fans • Install new 1200 ton twin cell cooling tower located on existing tower basin • North Plant • Install new VFDs on existing cooling tower fans • Install new VFD on existing York centrifugal chillers $158,734 Annual Savings

24. Facility Improvement Measures • FIM 7: Power Factor Correction • Install new power factor correction capacitor banks in the South plant serving the 208 Lee Electrical Service • Industrial grade capacitors have a life expectancy of 20 years with no maintenance. • New equipment shall be Eaton / Cutler Hammer power factor correction capacitors, or equal. $9,649 Annual Savings

25. Facility Improvement Measures • FIM 8: Direct Digital Controls • Upgrade remaining buildings to full DDC controls • Typical for AHU/Package/Rooftop • Fan Start/Stop • Fan Status • CHW Valve Control • Space Temperature • Space Humidity • C02 Sensor • Heat Stage • O/A Fan S/S • Typical for Pump • Pump Start/Stop • Pump Status • VFD Control $179,629 Annual Savings

26. Facility Improvement Measures • FIM 9: Computer Power Management • Verdiem Computer Power Management Software • SURVEYOR Software Package for 2,349 PC Computers • 3 year SURVEYOR Annual Maintenance and support • Installation of SURVEYOR: Server and Client Software • Baseline Data Collection • Verdiem Analysis of Baseline Data Collection • Energy/IT Policy Rollout Post-Enforcement Data Collection $35,245 Annual Savings

27. Facility Improvement Measures • FIM 10: Vending Machine Controls • JCI will install and commission new “VendingMiser’s” on Thirty Two (32) existing Beverage Vending Machines and Five (5) Snack Vending Machines $3,367 Annual Savings

28. Total Project Impact $716,433 Total Annual Savings

29. Getting Started

30. ACUPCC Retrofit Project • Through the GSA/ACUPCC partnership, schools will be selected to receive CCI and Green Schools Alliance pro bono assistance • The schools that are selected will work with CCI staff to design and implement retrofit projects in 2010 • Schools are applying to receive significant support from CCI and the schools that complete the process will see CO2 and cost reductions, and become models for the CCI and GSA effort.

31. CCI GSA School Green Schools Alliance Project Development Process Resources provided by: Project Management Procurement Technical Financial Legal Best Practices / Pilots Project Manager Procurement Decision maker Technical Lead or consultant CFO / Financial Decision maker Legal Decision maker CCI City Director Project Development Manager (Louisa Plotnick) Arah Schuur (CCI Program Director) Jason Koman (CCI Product Manager) CCI Finance Team SN Implementation Associate SN Implementation Associate

32. GSA School Responsibilities Project Management Procurement Technical Financial Legal Best Practices / Pilots • Project Manager • Project Manager • Procurement Decision-maker • Project Manager • Technical lead or consultant • Project Manager • CFO / Financial Decision-maker • Project Manager • Legal lead • Project Manager • Review and agree to undertake EPC project development process • Obtain internal commitment to proceed from all decision-makers • Determine how project will be financed • Identify project goals and economic criteria • Assign resources - Assemble team, project manager or hire consultant • Create project schedule and manage to ensure milestones are met • Understand EPC process and commitment • Select building and gather required data • Execute the procurement process according to applicable procurement rules • Prepare and conduct ESCO selection process and select ESCO • Review and determine which CCI Purchasing Alliance products to include in project • Understand EPC process and commitment • Hire outside technical support, if required • Evaluate audit and other ESCO reports • Review technologies included in project • Provide input for final project scope decision • Manage implementation • Understand and recommend measurement and verification process • Understand EPC process and commitment • Determine how project will be financed • Work with ESCO, banks and CCI to find third-party finance, if applicable • Understand EPC process and commitment • Hire outside legal expertise, if required • Negotiate and sign audit contract • Negotiate and sign EPC contract • Work with CCI to obtain case studies, lessons learned and tools from pilot projects • Connect team members with other early adopters if applicable • Participate in reporting results and work with CCI / SN to champion results

33. Project Management Procurement Technical Financial Legal Best Practices / Pilots CCI Responsibilities • General EPC education and project guidance • Qualification of pilot signatories • Guidance on establishing project team, workplan and schedule • Ensure communication between all parties is running smoothly and project milestones are being met • Education on procurement process and tools • Help with procurement preparation: review of tender documents, decision process, assembly of base information on buildings • Support in ensuring that CCI Purchasing Alliance technologies are incorporated • Monitor vendor commitments to best practices • Education on technical issues and available tools • Review of Investment Grade Proposals and other ESCO submissions • Support during project development process • Recommend outside consultants if needed • Education about financing EPC projects • Review of investment analysis • Guidance in designing financing procurement process • Introductions to Financial Institutions • Explanation of key issues in energy performance contracts • Introduction to legal consultants, if needed • Share case studies, tools, examples • Connect Signatories with other early adopters • Collect and manage results, champion successes

34. GSA Responsibilities Project Management Procurement Technical Financial Legal Best Practices / Pilots • General education and project guidance • Qualification of pilot signatories • Guidance on establishing project team and schedule • Ensure communication between all parties is running smoothly and project milestones are being met • N/A • N/A • N/A • N/A • Facilitate the exchange of best practices and learnings among member schools • Share case studies, tools, examples • Connect member schools with other early adopters • Collect and manage results, champion successes

35. Getting Started • Is your institution ready? • Have you considered addressing your buildings’ energy use to control costs and/or reduce CO2? • Are you ready to implement a project that will start reducing carbon and costs in 2010? • Can you dedicate/hire appropriate resources to support the project? • Next Steps • Read the ACUPCC toolkit for EPC in higher education • Assemble stakeholders and start to build will • Stage Setting conversation with CCI, Green Schools Alliance

36. Craig Hibberd Program Director, Green Schools Alliance chibberd@greenschoolsalliance.org Louisa Plotnick Project Development Manager, CCI lplotnick@clintonfoundation.org Jim Swan Account Executive - Higher EducationJohnson Controls jim.t.swan@jci.com