project no. a1226-02 state of new jersey sow/a1226-02 3rd party... · as described in this scope of...

Document Format Revision (11/6/14)

SCOPE OF WORK 3rd Party Measurement and Verification Services

NJ Department of Human Services

Hunterdon Developmental Center and NJ Department of Corrections

Edna Mahan Correctional Facility Clinton, Hunterdon County, N.J.

PROJECT NO. A1226-02

STATE OF NEW JERSEY

Honorable Chris Christie, Governor Honorable Kim Guadagno, Lt. Governor

DEPARTMENT OF THE TREASURY

Ford Scudder, Treasurer

DIVISION OF PROPERTY MANAGEMENT AND CONSTRUCTION

Christopher Chianese, Director

Date: October 17, 2017

PROJECT NAME: 3rd Party Measurement and Verification Services PROJECT LOCATION: NJ DOC Edna Mahan Corr. Facility & DHS Hunterdon Developmental Ctr., Clinton, NJ PROJECT NO: A1226-02 DATE: October 17, 2017

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TABLE OF CONTENTS SECTION PAGE

I. OBJECTIVE .......................................................................................... 4

II. CONSULTANT QUALIFICATIONS ................................................ 4

A. CONSULTANT & SUB-CONSULTANT PRE-QUALIFICATIONS .......................................... 4

III. PROJECT BUDGET ............................................................................ 4

A. CONSULTANT’S FEES ................................................................................................................ 4

IV. PROJECT SCHEDULE ....................................................................... 4

A. CONSULTANT’S PROPOSED SCHEDULE ............................................................................... 4

V. PROJECT SITE LOCATION & TEAM MEMBERS ...................... 5

A. PROJECT SITE ADDRESS ........................................................................................................... 5 B. PROJECT TEAM MEMBER DIRECTORY ................................................................................. 5

1. DPMC - Energy Initiatives Unit Representative: ....................................................................... 5 2. DPMC - Energy Unit Project Manager:...................................................................................... 6 3. Board of Public Utilities: ................................................................................................................ 6 4. Department of Human Services: ..................................................................................................... 6 5. Department of Corrections: ............................................................................................................. 6

VI. PROJECT DEFINITION ..................................................................... 7

A. BACKGROUND ............................................................................................................................ 7 B. FUNCTIONAL DESCRIPTION OF THE FACILITY .................................................................. 7

VII. CONSULTANT RESPONSIBILITIES ............................................. 8

A. SCOPE OF WORK ......................................................................................................................... 8 Task 1 - Audit Baseline Energy Use: .................................................................................................. 8 Task 2 - Energy Savings Plan (ESP) Review: .................................................................................... 8 Task 3 - Incentive Research and Analysis: ......................................................................................... 9 Task 4 - Design Documents Review:.................................................................................................. 9 Task 5 - Commissioning Observation: ............................................................................................... 9 Task 6 - Measurement and Verification Plan: .................................................................................. 10 Task 7 - Operations and Maintenance Plan: ..................................................................................... 11

B. PROJECT COMMENCEMENT .................................................................................................. 11 1. Project Directory: ...................................................................................................................... 11 2. Site Access: ............................................................................................................................... 11 3. Project Coordination: ................................................................................................................ 11


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4. Existing Documentation: .......................................................................................................... 11

VIII. GENERAL REQUIREMENTS ........................................................ 12

A. SCOPE CHANGES ...................................................................................................................... 12 B. ERRORS AND OMISSIONS ....................................................................................................... 12

IX. SOW SIGNATURE APPROVAL SHEET ....................................... 13

X. CONTRACT DELIVERABLES ....................................................... 14

XI. EXHIBITS ........................................................................................... 15

A. Site Map – Hunterdon Developmental Center B. Site Map – Edna Mahan Correctional Facility C. Energy Conservation Measures D. Schedule


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I. OBJECTIVE

The objective of this project is to serve as technical consultants to help evaluate energy conservation measures, verify projected energy savings and validate measurements and for an energy savings project at the NJ Dept. of Human Services, Hunterdon Developmental Center [HDC] and the NJ Dept. of Corrections, Edna Mahan Correctional Facility [EMCF], Clinton, NJ.

II. CONSULTANT QUALIFICATIONS

A. CONSULTANT & SUB-CONSULTANT PRE-QUALIFICATIONS

The Consultant shall be a firm pre-qualified with the Division of Property Management & Construction (DPMC) in the P051 Energy Auditing Professional Discipline and have in-house capabilities or Sub-Consultants pre-qualified with DPMC in P025 Estimating/Cost Analysis and all other Architectural, Engineering and Specialty Disciplines necessary to complete the project as described in this Scope of Work (SOW).

III. PROJECT BUDGET

A. CONSULTANT’S FEES The Consultant’s fees shall be based on the information contained in this Scope of Work document and the observations made and/or the additional information received during the pre-proposal meeting. Complete the THIRD PARTY MEASUREMENT AND VERIFICATION BID PROPOSAL FORM. The form is on the supplemental disk to be distributed at the Pre-Bid Conference. Services related to ECMs that are not submitted for review or are not included in the Energy Savings Plan will be deducted from the awarded fee.

IV. PROJECT SCHEDULE

A. CONSULTANT’S PROPOSED SCHEDULE Exhibit ‘D’ shows a condensed schedule for the existing Energy Savings Plan. Using this schedule as a guide, the Consultant shall submit a project schedule with their technical proposal.


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The bar chart schedule developed by the Consultant shall reflect their recommended project activities and durations. A written narrative shall also be included with the technical proposal explaining the schedule submitted and the reasons why and how it can be completed in the time frame proposed by the Consultant. This schedule and narrative will be reviewed by the Consultant Selection Committee as part of the evaluation process and will be assigned a score commensurate with clarity and comprehensiveness of the submission.

V. PROJECT SITE LOCATION & TEAM MEMBERS

A. PROJECT SITE ADDRESS The location of the project site is:

New Jersey Department of Human Services, Hunterdon Developmental Center (HDC) 40 Pittstown Rd Clinton, NJ 08809 New Jersey Department of Corrections, Edna Mahan Correctional Facility (EMCFW) 30 Route 513 Clinton, NJ 08809

See Exhibit ’A’ and ‘B’ for the project site maps.

B. PROJECT TEAM MEMBER DIRECTORY The following are the names, addresses, and phone numbers of the Project Team members. 1. DPMC - Energy Initiatives Unit Representative: Name: William Golubinski, Manager of Energy Initiatives Unit Address: Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ 08625-0235 Phone No: 609-292-5210 E-Mail: [email protected]

mailto:[email protected]


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2. DPMC - Energy Unit Project Manager: Name: Michael O’Reilly Address: Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ 08625-0235 Phone No: 609-273-3561 E-Mail: [email protected] 3. Board of Public Utilities: Name: Michael Thulen, ESIP Coordinator Address: 44 South Clinton Avenue PO Box 350 Trenton, NJ 08625 Phone No: (609) 777-3338 E-Mail: [email protected] 4. Department of Human Services:

Name: Christian Casteel Address: 222 South Warren Street Trenton, NJ 08608 Phone No: (609)984-5501 E-Mail: [email protected] 5. Department of Corrections:

Name: William Shipp Address: 1300 Stuyvesant Avenue Trenton, NJ 08618 Phone No: 609-292-4036 x 5287 E-Mail: [email protected]




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VI. PROJECT DEFINITION

A. BACKGROUND Pursuant to the Energy Savings Improvement Program Law (“ESIP Law”), N.J.S.A. 52:34-25, et seq., the State of New Jersey, Division of Property Management and Construction (DPMC) will be contracting with an Energy Services Company (ESCO) under project A1226-01, to develop an Energy Savings Plan (ESP) that can be implemented through a customized Energy Savings Improvement Program (ESIP) for both the Hunterdon Developmental Center and the Edna Mahan Correctional Facility in Clinton. The ESCO will provide a proposal setting forth energy conservation measures (ECMs) for the facility through contracts in which the costs of the ECMs are paid for by the savings produced by the improvements. The State has obtained a preliminary independent energy audit from Gannet-Fleming. The audit and 24-months of historical utility billings for the facility and attendance at the mandatory pre-proposal meeting and site visit will serve as the foundation on which the Energy Auditing Consultant will base its proposal for this project, A1226-02 3rd Party Measurement and Verification Services, to be submitted in response to this Scope of Work. The term of this contract will commence with the Notice to Proceed prior to Task 1: Audit Baseline Energy Use and extend through issuance of the third anniversary annual report.

B. FUNCTIONAL DESCRIPTION OF THE FACILITY Hunterdon Developmental Center (HDC), located on 102 acres in Clinton, Hunterdon County, opened in 1969. HDC provides a broad spectrum of behavioral, medical and habilitation services to women and men with intellectual and developmental disabilities. HDC also operates a Work Activity Center (WAC). As of May 2016, HDC has a census of 495 residents. Edna Mahan Correctional Facility for Women (EMCFW) houses state-sentenced female offenders. The prison provides a campus-like setting with housing units and various support buildings. In terms of security designation, there are two compounds – minimum and maximum/medium. There is a third housing compound for inmates with varying classifications of special mental health needs.


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VII. CONSULTANT RESPONSIBILITIES

A. SCOPE OF WORK The Energy Savings Improvement Program requires that Measurement and Verification be performed per the International Performance Measurement and Verification Protocol [IPMVP]. The State of New Jersey seeks a professional firm to administer the IPMVP protocol being performed by the Energy Services Company [ESCO] contracted for this project. The State also requires the services of this company to provide Third Party Technical Review of engineering proposals being put forth by the ESCO. The scope of work for this contract is as follows: Task 1 - Audit Baseline Energy Use:

• Review ESCO’s baseline energy profile for accuracy and inclusion of all relevant energy use.

• Take measurements to ensure that baseline energy use is accurate. • Provide/confirm sub-metered data logged from portable meters installed where buildings

are served through meters in other buildings. • Deliverable: Prepare report to include:

o Details to confirm adherence to sampling plan. o Provide details of any baseline adjustments recommended. o Provide recommendation to accept agreed upon baseline

Task 2 - Energy Savings Plan (ESP) Review:

• Review the ESP information supplied by the contracted ESCO to become familiar with the project requirements.

• Assist in validation of proposed Energy Conservation Measures [ECM] and selection of those measures to form comprehensive Energy Savings Plan. A preliminary list of proposed ECM’s as included in the DCO Energy Technical Proposal is shown in Exhibit ‘C’. The ESCO will be submitting its own list of ECM’s which is not limited to the scope of the ECM’s contained in the preliminary list.

• Energy savings and financial analysis: Provide a review of the energy and cost savings that can be achieved from the proposed Energy Savings Plan. Include detailed pre- and post-implementation analysis info (energy, demand and water usage/savings).

• Make recommendations to ensure that optimizations are realized by coordinating measures.

• Evaluate equipment pricing, labor, mark-up, contract and financial model review. • Evaluate if project will perform to expectation.


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• Evaluate level of indoor environmental quality changes from existing to post-retrofit conditions.

• Deliverable: Issue report of analysis of Energy Savings Plan commenting on the above bullet items within 14 days from the ESP presentation.

• Deliverable: Provide certification stating ESP savings were properly calculated and all required elements of the law were covered. Review must be completed within 30 days from the ESP presentation.

Task 3 - Incentive Research and Analysis:

• Review of applicable regional utility incentives and/or rebates. • Incentive qualification assistance: Consultant contacts customer’s utility and/or third-

party incentive administrator to qualify the project for applicable incentives and/or rebates.

• Incentive/rebate documentation assistance: Consultant assists in the completion of utility/third party incentive and/or rebate documentation.

• Verify who is applying for each incentive and to whom each incentive will be paid. • Deliverable: Issue a report of analysis of ESCO’s incentive goals. Identify

additional funding opportunities that might exist, if any. Verify that net savings will be achieved after all borrowing costs are considered. The calculations must show that the costs, (including acquisition, installation and financing) of implementing the energy conservation measures will be offset by energy savings as well as grants or other related funding and will result in a break even or net savings to the agency on an annual basis. Savings must be positive in each year.

Task 4 - Design Documents Review:

• Consultant will act as the customer’s representative, providing review services to ensure that the design documents accurately reflect the intent of ESCO’s Energy Savings Plan.

• Meeting participation will be required at Schematic Design (SD), Design Development (DD) and 100% Construction Document (CD) review sessions with DPMC and ESCO’s design consultants.

• Deliverable: Issue a report of each review within 7 days of SD Presentation, 7 days of DD presentation and 14 days of CD presentation.

• Deliverable: Issue certification that Construction Documents are in compliance with approved ESP in intent and savings capability.

Task 5 - Commissioning Observation:

• Consultant shall review / comment on the Preliminary Commissioning Plan as prepared by the ESCO. Consultant shall review the final Commissioning documentation for compliance with the Energy Savings Plan.


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Task 6 - Measurement and Verification Plan:

• Together with ESCO, develop a measurement and verification plan for each measure selected in the Energy Savings Plan. Completion of the M&V Matrix (to be provided) will speak to consultants approach to the project.

• Independently verify the performance and energy savings through on-site functional testing.

• Follow additional guidelines for analysis and report preparation given below . • Preliminary measurement and verification plan for each measure, following the current

version of the International Performance Measurement and Verification Protocol (IPMVP), explaining how savings from each measure is to be measured and verified.

• The M&V strategy will be reviewed following the first month of implementation to ensure that procedures and processes are effective for capturing the required data. Monthly data recordings will be reviewed promptly for anomalous values that could signal data errors or underperforming equipment.

• Conduct measurements taken per the M&V plan to verify the performance of the installed measures at completion of implementation.

• Conduct walkthrough of the installed measures at the 11-month post-completion milestone to assess any potential warranty issues.

• Conduct measurements taken per the M&V plan to verify the performance of the installed measures annually for three (3) anniversaries of substantial completion.

• Deliverable: Documentation detailing results of verification for each facility in the ESP. Identify non-compliance and magnitude between installed ECM conditions and ESP intended requirements.

• Deliverable: Issue a quarterly report (within 30 days of the end of each quarter) consisting of summaries of logged information for each ECM, log deviations from expected savings, provide recommendations for corrective actions and future savings and record any significant O&M work performed on equipment associated with ECM’s. Quarterly reports are to be issued during the period starting with substantial completion through the first anniversary.

• Deliverable: Issue annual report within 45 days of the anniversary of substantial completion that consists of summaries of logged information for each ECM, log deviations from expected savings, provide recommendations for corrective actions and future savings and record any significant O&M work performed on equipment associated with ECM’s. The annual report will be used to substantiate or dispute the annual projected energy savings and will be used to enforce any guaranty of energy savings.


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Task 7 - Operations and Maintenance Plan:

• Review ESCO’s preliminary Operations and Maintenance Plan. • Review and monitor ESCO’s training plan implementation. • Deliverable: Provide comments/recommendations on the Operations and Maintenance

Plans. • Deliverable: Provide comments/recommendations on the training plan and

implementation.

B. PROJECT COMMENCEMENT A pre-design meeting shall be scheduled with the Consultant and the Project Team members at the commencement of the project to obtain and/or coordinate the following information: 1. Project Directory: Develop a project directory that identifies the name and phone number of key designated representatives who may be contacted during the design and construction phases of this project. 2. Site Access: Develop procedures to access the project site and provide the names and phone numbers of approved escorts when needed. Obtain copies of special security and policy procedures that must be followed during all work conducted at the facility and include this information in Division 1 of the specification. 3. Project Coordination: Review and become familiar with any current and/or future projects at the site that may impact the design, construction, and scheduling requirements of this project. Incorporate all appropriate information and coordination requirements in Division 1 of the specification. 4. Existing Documentation: Copies of the following documents will be provided to each Consulting firm at the pre-proposal meeting to assist in the bidding process.

• Preliminary Energy Audits for Edna Mahan Correctional Facility and Hunterdon Developmental Center (prepared by Gannett-Fleming November 1, 2016)

• HDC & EMCF Campus Maps • ESP Development & Installation Schedule • M&V Matrix (by ECM, options per IPMVP)


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• 24-Months Energy Bills for HDC and EMCF • Partial DCO Energy Technical Proposal, January 31, 2017 • Fee Proposal Form

Review these documents and any additional information that may be provided at a later date such as reports, studies, surveys, equipment manuals, as-built drawings, etc. The State does not attest to the accuracy of the information provided and accepts no responsibility for the consequences of errors by the use of any information and material contained in the documentation provided. It shall be the responsibility of the Consultant to verify the contents and assume full responsibility for any determination or conclusion drawn from the material used. If the information provided is insufficient, the Consultant shall take the appropriate actions necessary to obtain the additional information required. All original documentation shall be returned to the provider at the completion of the project.

VIII. GENERAL REQUIREMENTS

A. SCOPE CHANGES The Consultant must request any changes to this Scope of Work in writing. An approved DPMC 9d Consultant Amendment Request form reflecting authorized scope changes must be received by the Consultant prior to undertaking any additional work. The DPMC 9d form must be approved and signed by the Director of DPMC and written authorization issued from the Project Manager prior to any work being performed by the Consultant. Any work performed without the executed DPMC 9d form is done at the Consultant’s own financial risk.

B. ERRORS AND OMISSIONS All claims for errors and omissions will be pursued by the State on an individual basis. The State will review each error or omission with the Consultant and determine the actual amount of damages, if any, resulting from each negligent act, error or omission.


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X. CONTRACT DELIVERABLES In addition to the deliverables mentioned above in Section VII.A, the following shall be provided:

Provide report of post installation M&V activities conducted:

Detail measurements, monitoring, and inspections conducted in accordance with the M&V plan (include all that apply for each one):

A. Details to confirm adherence to sampling plan. Include all post-installation measured values.

B. Describe how performance criteria have been met. C. Detail any performance deficiencies that need to be addressed by ESCO or

agency. D. Note impact of performance deficiencies or enhancements on generation of

savings. E. Details of any baseline or savings adjustments made.

Prepare Annual M&V Report:

• Include Table of Proposed Annual Savings Overview including all applicable fuel/commodities for project e.g., electric energy, electric demand, natural gas, fuel oil, coal, water, etc.

• Include table of verified savings for Performance Year 1 including all applicable fuel/commodities for project e.g., electric energy, electric demand, natural gas, fuel oil, coal, water, etc.

• Future year’s report to include table of verified savings for post acceptance performance period to date

• Include Performance and O&M issues: A. Note impact of operating deficiencies or enhancements on generation of savings. B. Note impact of maintenance deficiencies on generation of savings. C. Detail any deficiencies to be addressed by contractor or agency

• Include M&V activities conducted this period


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XI. EXHIBITS The attached exhibits in this section include supporting documentation to assist the Consultant in the project. A. Site Map – Hunterdon Developmental Center B. Site Map – Edna Mahan Correctional Facility C. Energy Conservation Measures D. Schedule

END OF SCOPE OF WORK

EXHIBIT 'A'

# ECM

A Lighting Replacement HDC / EMCF

B Air Curtain Installation HDC

C Laundry Heat Recovery (Water side) HDC

D Closing off Mechanical Rm Louvers HDC

E AHU Fan Energy Savings HDC

F Heating Hot Water System Optimization HDC

G Correct Temperature differential and reduce flow rates and 2-way conversions HDC

H Chiller Plant Reduced hours due to Air Economizers HDC

I Domestic Hot Water Heating System Optimization HDC

J Site Building Management System HDC

K Replace Site Lighting HDC / EMCF

L Night Setback of Temperature HDC

M Un-Occupied Ventilation Shutdown HDC

N Replace Propane Furnace EMCF

O Replace Window Units EMCF

P Replace Furnace and Split System AC EMCF

Q Install Steam Boilers EMCF

R Replace Split System AC EMCF

S Install Hot Water Boiler Plant EMCF

T Replace Ductless Split Systems AC EMCF

U Replace RTU's EMCF

V Replace Packaged AHU's EMCF

W Replace RTU Heat Pump EMCF

X Replace RTU Heat Pump on Roofs EMCF

Y Replace Multiple Small Refrigeration Units EMCF

Z Replace Multiple Intermediate Refrigeration Units EMCF

aa Replace Refrigeration S/S Unit EMCF

bb Replacement of Windows

29 Consolidation of Buildings at EMCF

30 Conversion From Steam to Hot Water Heating in EMCF

32 Pool House CHP HDC

33 Water Conservation and Controls

34 Ozone Laundry System

36 Ground Mounted Solar PV on Non-Wetlands

37 Battery Storage

39 Dynamic Air Cleaners for AHU Replacements

EXHIBIT 'C'

ENERGY CONSERVATION MEASURESA1226-02 ESIP at Edna Mahan Correction Facility and Hunterdon Developmental Center

ID Task Name Duration Start Finish

1 A122‐01 Edna Mahan/HDC ESIP 778 days Wed 10/11/17 Fri 10/2/20

2 ESP 70 days Wed 10/11/17 Tue 1/16/18

15 3rd Party Review 137 days Wed 10/11/17 Thu 4/19/18

18 Financing 44 days Fri 4/20/18 Wed 6/20/18

20 Engineering and Design 160 days Thu 6/21/18 Wed 1/30/19

23 Bid ECMs 57 days Thu 1/31/19 Fri 4/19/19

25 Temporary Boiler 131 days Mon 10/15/18 Mon 4/15/19

26 Decentralization at Edna Maha395 days Fri 4/20/18 Thu 10/24/19

33 ECM Construction Pending Sco380 days Mon 4/22/19 Fri 10/2/20

36 First Debt Service Payment 0 days Mon 12/16/19 Mon 12/16/19 12/16

S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D2, 2017 Half 1, 2018 Half 2, 2018 Half 1, 2019 Half 2, 2019 Half 1, 2020 Half 2, 2020

Task

Split

Milestone

Summary

Project Summary

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

External Tasks

External Milestone

Deadline

Progress

Manual Progress

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Project: A1226-01 EDNA HDC MDate: Mon 10/16/17

EXHIBIT 'D'