region 4 education service center · 2020-03-09 · region 4 education service center response to...

Region 4 Education Service Center Contract #R171202

for

Energy Performance Contracting Services

with

Schneider Electric Buildings Americas, Inc.

Effective: March 1, 2018

The following documents comprise the executed contract between the Region 4 Education Service Center and Schneider Electric Buildings Americas, Inc., effective March 1, 2018:

I. Signed Offer and Acceptance II. Schneider Electric Buildings Americas, Inc. response to the RFP

Region 4 Education Service Center Response to Request for Proposal for Energy Performance Contracting Services Solicitation Number 17-12

August 8, 2017 Schneider Electric 1650 West Crosby Rd. Carrollton, TX 75006

The Cooperative Purchasing Network RFP for Energy Performance Contracting Services

Solicitation Number 17-12

RFP Solicitation#17-12 August 8, 2017

August 7, 2017

Region 4 ESC 7145 West Tidwell Road Houston, Texas 77092

Re: Energy Performance Contracting Services

To Whom It May Concern,

This proposal is offered to the Request for Proposal (RFP) for Energy Performance Contracting Services. All answers in the following response are accurate, and Schneider Electric understands that any incomplete or inaccurate information may result in disqualification. Schneider Electric is ready, willing and able to provide the services outlined in this RFP and will comply with all applicable laws, guidelines and requirements. Schneider Electric currently holds three contracts with TCPN, and we look forward to extending our relationship with you into Energy Performance Contracting.

Schneider Electric is pleased to offer Region 4 ESC this proposal containing information that demonstrates Schneider Electric’s commitment to provide TCPN members with quality products and services that best satisfy their needs. The contact below can assist Region 4 ESC with contractual negotiations, administration and arranging presentations:

Matt Lombardo Account Executive, Schneider Electric 1650 W. Crosby, Carrollton, TX 75006 Ph: (214)507-0175 Email: [email protected]

Schneider Electric has made a long-term commitment to working with clients nationwide by housing offices across the US and implementing 660 performance contracts all over America. Schneider Electric is an industry leader in the energy performance contracting market, and we have built a strong base that can provide excellent references and testimonials. Please call our references and be candid in your questioning.

Schneider Electric is confident that we will offer a comprehensive solution that is the best match for your members’ needs. Through our market leadership and awareness of project opportunities, we feel strongly that we are the best company to provide your members with project scope and financing options that bring the most value. We also feel that our knowledge and experience in the industry with handling all aspects of an energy efficiency project will set us apart from the competition.

We at Schneider Electric are eager to work with Region 4 ESC in an energy efficiency capacity, and we hope to use your positive experience with us as the cornerstone for a long-term relationship between our organizations.

Respectfully,

Matt Lombardo Account Executive, Schneider Electric




Table of Contents

Tab 1. Vendor Contract, Signature Form, Terms-Conditions (Appendix A,D) ....... 1

Tab 2. Questionnaire (Appendix E) ..................................................................... 16

Tab 3. Company Profile (Appendix F) ................................................................. 21

Tab 4. Product Services (Appendix B) ................................................................. 39

Tab 5. References (Appendix F) .......................................................................... 64

Tab 6. Pricing (Appendix C) ................................................................................. 75

Tab 7. Value Add (Appendix G) ........................................................................... 81

Tab 8. Required Documents (Appendix H) ........................................................ 101

“This proposal, and any exhibits and attachments hereto, (collectively, this “Proposal”) and any information contained herein, is the property of Schneider Electric and shall constitute proprietary and confidential information. The party to whom this Proposal is addressed (the “Receiving Party”) acknowledges the confidential nature of this Proposal and agrees to take all necessary precautions to ensure the confidential treatment of this Proposal and all information contained herein. This Proposal is intended solely for the employees, representatives, and agents of the Receiving Party (the “Receiving Party Representatives”); provided, however, that this Proposal is only to be disclosed to those Receiving Party Representatives on a “need-to-know” basis. Except for the Receiving Party Representatives, the Proposal will not be used, copied, reproduced, disclosed or otherwise made available, directly or indirectly, to any other person, firm, corporation, governmental unit, association or entity, for any purpose whatsoever, without the prior written consent of Schneider Electric.”




Tab 1. Vendor Contract, Signature Form, Terms and Conditions (Appendix A, D)

APPENDIX A

VENDOR CONTRACT AND SIGNATURE FORM

This Vendor Contract and Signature Form (“Contract”) is made as of July 19, 2017 by and between Schneider Electric Buildings Americas, Inc.(“Vendor”) and Region 4 Education Service Center (“Region 4 ESC”) for the purchase of Energy Performance Contracting Services (“the products and services”).

RECITALS WHEREAS, both parties agree and understand that the following pages will constitute the contract between the successful vendor(s) and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092. WHEREAS, Vendor agrees to include, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations will be incorporated into the final contract “Vendor Contract.” WHEREAS, this contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control. WHEREAS, the Vendor Contract will provide that any state, county, special district, local government, school district, private K-12 school, technical or vocational school, higher education institution (including community colleges, colleges and universities, both public and private), other government agencies or non-profit organization may purchase products and services at prices indicated in the Vendor Contract upon registering and becoming a member with TCPN; and it being further understood that Region 4 ESC shall act as the Lead Public Agency with respect to all such purchase agreements. WHEREAS, TCPN has the administrative and legal capacity to administer purchases on behalf of Region 4 ESC under the Vendor Contract with participating public agencies and entities, as permitted by applicable law.

ARTICLE 1‐ GENERAL TERMS AND CONDITIONS

1.1 TCPN shall be afforded all of the rights, privileges and indemnifications afforded to Region 4 ESC under the Vendor Contract, and such rights, privileges and indemnifications shall accrue and apply with equal effect to TCPN, including, without limitation, Vendors obligation to provide insurance and other indemnifications to Lead Public Agency.

1.2 Awarded vendor shall perform all duties, responsibilities and obligations, set forth in this agreement, and required under the Vendor Contract.

Page 1 Use or disclosure of data contained on this sheet

is subject to the restriction on the Table of Contents




1.3 TCPN shall perform its duties, responsibilities and obligations as administrator of purchases, set forth in this agreement, and required under the Vendor Contract.

1.4 Purchasing procedure: Purchase orders are issued by participating governmental agencies to the awarded vendor

indicating on the PO “Per TCPN Contract # R .” Vendor delivers goods/services directly to the participating agency. Awarded vendor invoices the participating agency directly. Awarded vendor receives payment directly from the participating agency. Awarded vendor reports sales monthly to TCPN.

1.5 Customer Support: The vendor shall provide timely and accurate technical advice and sales support to Region 4 ESC staff, TCPN staff and participating agencies. The vendor shall respond to such requests within one (1) working day after receipt of the request.

ARTICLE 2‐ ANTICIPATED TERM OF AGREEMENT

2.1 Unless otherwise stated, all contracts are for a period of one (1) year with an option to renew annually for an additional four (4) years if agreed to by Region 4 ESC. Region 4 ESC will notify the vendor in writing if the contract is extended. Awarded vendor shall honor all administrative fees for any sales made based on the contact whether renewed or not.

2.2 Region 4 ESC shall review the contract prior to the renewal date and notify the current awarded vendor, no less than ninety (90) days of Region 4 ESC’s intent renew the contract. Upon receipt of notice, awarded vendor must notify Region 4 ESC if it elects not to renew. Awarded vendor shall honor the administrative fee for any sales incurred throughout the life of the contract on any sales made based on a Region 4 ESC contract whether awarded a renewal or not. Region 4 ESC reserves the right to exercise each two-year extension annually.

ARTICLE 3‐ REPRESENTATIONS AND COVENANTS

3.1. Scope: This contract is based on the need to provide the economic benefits of volume purchasing and reduction in administrative costs through cooperative purchasing to schools and other members. Although contractors may restrict sales to certain public units (for example, state agencies or local government units), any contract that prohibits sales from being made to public school districts may not be considered. Sales without restriction to any Members are preferred. These types of contracts are commonly referred to as being “piggybackable”.

3.2. Compliance: Cooperative Purchasing Agreements between TCPN and its Members have been established under state procurement law.

3.3. Offeror’s Promise: Offeror agrees all prices, terms, warranties, and benefits granted by Offeror to Members through this contract are comparable to or better than the equivalent terms offered by Offeror to any present customer meeting the same qualifications or requirements.






ARTICLE 4‐ FORMATION OF CONTRACT

4.1. Offeror Contract Documents: Region 4 ESC will review proposed offeror contract documents. Vendor’s contract document shall not become part of Region 4 ESC’s contract with vendor unless and until an authorized representative of Region 4 ESC reviews and approves it.

4.2. Form of Contract: The form of contract for this solicitation shall be the Request for Proposal, the awarded proposal(s) and best and final offer(s), and properly issued and reviewed purchase orders referencing the requirements of the Request for Proposals. If a firm submitting an offer requires Region 4 ESC and/or Member to sign an additional agreement, a copy of the proposed agreement must be included with the proposal.

4.3. Entire Agreement (Parol evidence): The contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable.

4.4. Assignment of Contract: No assignment of contract may be made without the prior written approval of Region 4 ESC. Purchase orders and payment can only be made to awarded vendor unless otherwise approved by Region 4 ESC. Awarded vendor is required to notify Region 4 ESC when any material change in operations is made that may adversely affect members (i.e. bankruptcy, change of ownership, merger, etc.).

4.5. Novation: If contractor sells or transfers all assets or the entire portion of the assets used to perform this contract, a successor in interest must guarantee to perform all obligations under this contract. Region 4 ESC reserves the right to accept or reject any new party. A simple change of name agreement will not change the contractual obligations of contractor.

4.6. Contract Alterations: No alterations to the terms of this contract shall be valid or binding unless authorized and signed by a Region 4 ESC staff member.

4.7. Order of Precedence: In the event of a conflict in the provisions of the contract as accepted by Region 4 ESC, the following order of precedence shall prevail:

Special terms and conditions General terms and conditions Specifications and scope of work Attachments and exhibits Documents referenced or included in the solicitation

4.8 Supplemental Agreements: The entity participating in the Region 4 ESC contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. Neither Region 4 ESC, TCPN, its agents, members and employees shall be made party to any claim for breach of such agreement.

4.9 Adding authorized distributors/dealers: Awarded vendors are prohibited from authorizing

additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under their contract award without notification and prior written approval from TCPN. Awarded vendors must notify TCPN each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to awarded vendor unless otherwise approved






by TCPN. Pricing provided to members by added distributors or dealers must also be less than or equal to the pricing offered by the awarded contract holder, unless otherwise approved by TCPN.

ARTICLE 5‐ TERMINATION OF CONTRACT

5.1. Cancellation for Non-Performance or Contractor Deficiency: Region 4 ESC may terminate

any contract if Members have not used the contract, or if purchase volume is determined to be low volume in any 12-month period. Region 4 ESC reserves the right to cancel the whole or any part of this contract due to failure by contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to contractor for acting or failing to act in any of the following:

i. Providing material that does not meet the specifications of the contract; ii. Providing work and/or material that was not awarded under the contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications; iv. Failing to complete required work or furnish required materials within a reasonable amount

of time; v. Failing to make progress in performance of the contract and/or giving Region 4 ESC

reason to believe that contractor will not or cannot perform the requirements of the contract; and/or

vi. Performing work or providing services under the contract prior to receiving an authorized purchase order from Region 4 ESC or participating member prior to such work.

Upon receipt of a written deficiency notice, contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by contractor under the contract shall become the property of the Member on demand.

5.2 Termination for Cause: If, for any reason, the Vendor fails to fulfill its obligation in a timely manner, or if the vendor violates any of the covenants, agreements, or stipulations of this contract Region 4 ESC reserves the right to terminate the contract immediately and pursue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the vendor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by vendor for this solicitation may become the property of the participating agency or entity. If such event does occur then vendor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.

5.3 Delivery/Service Failures: Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the contract to be terminated. In the event that the participating agency or entity must purchase in an open market, contractor agrees to reimburse the participating agency or entity, within a reasonable time period, for all expenses incurred.

5.4 Force Majeure: If by reason of Force Majeure, either party hereto shall be rendered unable wholly

or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.






The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty.

5.5 Standard Cancellation: Region 4 ESC may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. Vendor may be requested to provide additional items not already on contract at any time.

ARTICLE 6‐ LICENSES

6.1 Duty to keep current license: Vendor shall maintain in current status all federal, state and local licenses, bonds and permits required for the operation of the business conducted by vendor. Vendor shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the lawful provision of services under the contract. Region 4 ESC reserves the right to stop work and/or cancel the contract of any vendor whose license(s) expire, lapse, are suspended or terminated.

6.2 Survival Clause: All applicable software license agreements, warranties or service agreements that were entered into between Vendor and Customer under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by Order Fulfiller shall survive expiration or termination of the Contract.

ARTICLE 7‐ DELIVERY PROVISIONS

7.1 Delivery: Vendor shall deliver said materials purchased on this contract to the Member issuing a Purchase Order. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period the vendor must receive authorization from the purchasing agency for the delayed delivery. At this point the participating entity may cancel the order if estimated shipping time is not acceptable.

7.2 Inspection & Acceptance: If defective or incorrect material is delivered, purchasing agency

may make the determination to return the material to the vendor at no cost to the purchasing agency. The vendor agrees to pay all shipping costs for the return shipment. Vendor shall be responsible for arranging the return of the defective or incorrect material.

ARTICLE 8‐ BILLING AND REPORTING

8.1 Payments: The entity using the contract will make payments directly to the awarded vendor. Payment shall be made after satisfactory performance, in accordance with all provisions






thereof, and upon receipt of a properly completed invoice. 8.2 Invoices: The awarded vendor shall submit invoices to the participating entity clearly stating “Per

TCPN Contract”. The shipment tracking number or pertinent information for verification shall be made available upon request.

8.3 Tax Exempt Status: Since this is a national contract, knowing the tax laws in each state is the sole responsibility of the vendor.

8.4 Reporting: The awarded vendor shall provide TCPN with an electronic accounting report, in a format prescribed by TCPN, on a monthly basis summarizing all Contract Sales for the applicable month. Reports of Contract Sales for Region 4 ESC and member agencies in each calendar month shall be provided by awarded vendor to TCPN by the 10th day of the following month. If there are no sales to report, Vendor is still required to communicate that information via email.

Failure to provide a monthly report of the administrative fees within the time and manner specified herein shall constitute a material breach of this contract and if not cured within thirty (30) days of written notice to awarded vendor shall be deemed a cause for termination of the contract at Region 4 ESC’s sole discretion.

ARTICLE 9‐ PRICING

9.1 Best price guarantee: The awarded vendor agrees to provide pricing to Region 4 ESC and its

participating entities that are the lowest pricing available and the pricing shall remain so throughout the duration of the contract. Pricing offered to Federal government buying consortiums for goods and services is exempt from this requirement. The awarded vendor, however, agrees to lower the cost of any product purchased through TCPN following a reduction in the manufacturer or publisher's direct cost.

9.2 Price increase: Should it become necessary or proper during the term of this contract to make any change in design or any alterations that will increase expense Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the contract, shall be paid without prior approval. All price increases must be supported by manufacture documentation, or a formal cost justification letter. Awarded vendor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC if requested. It is the awarded vendor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was accepted in the original contract.

9.3 Additional Charges: All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless otherwise clearly stated in writing.

9.4 Price reduction and adjustment: Price reduction may be offered at any time during contract and shall become effective upon notice of acceptance from Region 4 ESC. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all Members equally; 2) reduction is for a specific time period, normally not less than thirty (30) days; 3) original






price is not exceeded after the time-limit; and 4) Region 4 ESC has approved the new prices prior to any offer of the prices to a Member. Vendor shall offer Region 4 ESC any published price reduction during the contract period.

9.5 Prevailing Wage: It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser (Region 4 ESC or its Members). It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly.

9.6 Administrative Fees: All pricing submitted to Region 4 ESC shall include the administrative fee to be remitted to TCPN by the awarded vendor.

The awarded vendor agrees to pay administrative fees monthly to TCPN in the amount of 3% of

the total purchase amount paid to awarded vendor, less refunds, credits on returns, rebates and discounts, for the sale of products and/or services to Region 4 ESC and member agencies pursuant to the contract (as amended from time to time and including any renewal thereof) ("Contract Sales").

Administrative fee payments are to accompany the contract monthly sales report by the 10th day of

the following month, in the amount indicated on the report as being due. Administrative fee payments are to be paid by the awarded vendor via Automated Clearing House to a TCPN designated financial institution.

Failure to provide a monthly payment of the administrative fees within the time and manner

specified herein shall constitute a material breach of the contract and if not cured within thirty (30) day of written notice to awarded vendor shall be deemed a cause for termination of the contract, at Region 4 ESC’s sole discretion.

All administrative fees not paid when due shall bear interest at a rate equal to the lesser of 1 ½%

per month or the maximum rate permitted by law until paid in full.

ARTICLE 10‐ PRICING AUDIT

10.1 Audit rights: Vendor shall, at Vendor’s sole expense, maintain appropriate due diligence of all

purchases made by Region 4 ESC and any entity that utilizes this Agreement. TCPN and Region 4 ESC each reserve the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. In the State of New Jersey, this audit right shall survive termination of this Agreement for a period of five (5) years from the date of final payment. Such records shall be made available to the New Jersey Office of the State Comptroller upon request. Region 4 ESC shall have the authority to conduct random audits of Vendor’s pricing that is offered to eligible entities at Region 4 ESC's sole cost and expense. Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered to eligible agencies that is materially inconsistent with the pricing under this agreement, Region 4 ESC shall have the ability to conduct an extensive audit of Vendor’s pricing at Vendor’s sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a third-party auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC or TCPN.






ARTICLE 11‐ OFFEROR PRODUCT LINE REQUIREMENTS

11.1 Current products: Proposals shall be for materials and equipment in current production and marketed to the general public and education/government agencies at the time the proposal is submitted.

11.2 Discontinued products: If a product or model is discontinued by the manufacturer, vendor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model.

11.3 New products/Services: New products and/or services that meet the scope of work may be added to the contract. Pricing shall be equivalent to the percentage discount for other products. Vendor may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is equal or superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the solicitation. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause.

11.4 Options: Optional equipment for products under contract may be added to the contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability.

11.5 Product line: Offerors with a published catalog may submit the entire catalog. Region 4 ESC reserves the right to select products within the catalog for award without having to award all contents. Region 4 ESC may reject any addition of equipment options without cause.

11.6 Warranty conditions: All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.

11.7 Buy American requirement: (for New Jersey and all other applicable States) Vendors may only use unmanufactured construction material mined or produced in the United States, as required by the Buy American Act. Where trade agreements apply, to the extent permitted by applicable law, then unmanufactured construction material mined or produced in a designated country may also be used. Vendors are required to check state specific requirements to ensure compliance with this requirement.

ARTICLE 12‐ SITE REQUIREMENTS

12.1 Cleanup: Vendor shall clean up and remove all debris and rubbish resulting from their work as required or directed by Member. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean and unobstructed condition.

12.2 Preparation: Vendor shall not begin a project for which Member has not prepared the site, unless vendor does the preparation work at no cost, or until Member includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to: moving furniture, installing wiring for networks or power, and similar pre-installation requirements.

12.3 Registered sex offender restrictions: For work to be performed at schools, vendor agrees that no employee or employee of a subcontractor who has been adjudicated to be a registered sex






offender will perform work at any time when students are or are reasonably expected to be present. Vendor agrees that a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at the Member’s discretion. Vendor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge.

12.4 Safety measures: Vendor shall take all reasonable precautions for the safety of employees on the worksite, and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Vendor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage.

12.5 Smoking: Persons working under the contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises.

12.6 Stored materials: Upon prior written agreement between the vendor and Member, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Member prior to payment. Such materials must be stored and protected in a secure location, and be insured for their full value by the vendor against loss and damage. Vendor agrees to provide proof of coverage and/or addition of Member as an additional insured upon Member’s request. Additionally, if stored offsite, the materials must also be clearly identified as property of buying Member and be separated from other materials. Member must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary.

Until final acceptance by the Member, it shall be the Vendor's responsibility to protect all materials and equipment. The Vendor warrants and guarantees that title for all work, materials and equipment shall pass to the Member upon final acceptance.

ARTICLE 13‐ MISCELLANEOUS

13.1 Funding Out Clause: Any/all contracts exceeding one (1) year shall include a standard “funding out” clause. A contract for the acquisition, including lease, of real or personal property is a commitment of the entity’s current revenue only, provided the contract contains either or both of the following provisions:

“Retains to the entity the continuing right to terminate the contract at the expiration of each budget period during the term of the contract and is conditioned on a best efforts attempt by the entity to obtain appropriate funds for payment of the contract.”

13.2 Disclosures: Offeror affirms that he/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract.

Include a complete description of any and all relationships that might be considered a conflict of interest in doing business with participants in TCPN.

The Offeror affirms that, to the best of his/her knowledge, the offer has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other vendors in the award of this contract.

13.3 Indemnity: The awarded vendor shall protect, indemnify, and hold harmless both Region 4 ESC and TCPN and its participants, administrators, employees and agents against all claims, damages,






losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract, including any supplemental agreements with members. Any litigation involving either Region 4 ESC or TCPN, its administrators and employees and agents will be in Harris County, Texas. Any litigation involving TCPN members shall be in the jurisdiction of the participating agency.

13.4 Franchise Tax: The Offeror hereby certifies that he/she is not currently delinquent in the payment of any franchise taxes.

13.5 Marketing: Awarded vendor agrees to allow Region 4 ESC/TCPN to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC/TCPN name and logo or any form of publicity, inclusive of press releases, regarding this contract by awarded vendor must have prior approval from Region 4 ESC/TCPN.

13.6 Certificates of Insurance: Certificates of insurance shall be delivered to the Region 4 ESC participant prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days’ notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified.

13.7 Legal Obligations: It is the Offeror’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services identified in this RFP and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even if not specifically identified herein.

13.8 Open Records Policy: Because Region 4 ESC contracts are awarded by a governmental entity, responses submitted are subject to release as public information after contracts are executed. If a vendor believes that its response, or parts of its response, may be exempted from disclosure, the vendor must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, the Offeror must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s). Offeror must provide this information on the “Acknowledgement and Acceptance of Region 4 ESC’s Open Records Policy” form found at the beginning of this solicitation. Any information that is unmarked will be considered public information and released, if requested under the Public Information Act.

The determination of whether information is confidential and not subject to disclosure is the duty of

the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any vendor. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information.

After completion of award, these documents will be available for public inspection.



Use or disclosure of data contained on this sheet





1a. General Terms and Conditions Acceptance Form (Appendix D)

GENERAL TERMS & CONDITIONS ACCEPTANCE FORM

Signature on the following page certifies complete acceptance of the General Terms and Conditions in this solicitation, except as noted below (additional pages may be attached, if necessary).

Check one of the following responses to the General Terms and Conditions:

We take no exceptions/deviations to the general terms and conditions

(Note: If none are listed below, it is understood that no exceptions/deviations are taken.)

⌧ We take the following exceptions/deviations to the general terms and conditions. All exceptions/deviations must be clearly explained. Reference the corresponding general terms and conditions that you are taking exceptions/deviations to. Clearly state if you are adding additions terms and conditions to the general terms and conditions. Provide details on your exceptions/deviations below:

(Note: Unacceptable exceptions shall remove your proposal from consideration for award. TCPN shall be the sole judge on the acceptance of exceptions/deviations and TCPN’s decision shall be final. ) Schneider Electric appreciates the opportunity to work with TCPN, as we feel strongly that a partnership with you can be very beneficial for both of our organizations. After reviewing a first pass of the General Terms and Conditions, there are some sections that corporate legal department identified as needing modification as well as some sections with requested changes. Schneider Electric prides itself on being able to reach acceptable terms and would appreciate the opportunity to negotiate any terms that TCPN initially indentifies as an issue. Sections Schneider Electric identified as needing modifications:

1) Warranty conditions (Section 11.6)

TCPN original language: All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing. Schneider Electric requests to add at the end "THE WARRANTIES SET FORTH ABOVE ARE EXCLUSIVE AND IN LIEU OF ALL OTHER EXPRESSED OR IMPLIED WARRANTIES (EXCEPT WARRANTIES OF TITLE) INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. This warranty shall not apply to (a) equipment not manufactured by Contractor, (b) equipment that has been repaired or altered by other than Contractor so as, in its judgment, to affect the same adversely, or (c) equipment that has been subject to negligence, accident or damage by circumstances beyond Contractor's control, or improper operation, maintenance or storage, or other than normal use and service. With respect to equipment not manufactured by Contractor, the warranty obligations of Contractor shall in all respects conform to and be limited to the warranty actually extended to






Contractor by its supplier.” 2) Certificates of Insurance (Section 13.6)

TCPN original language: Certificates of insurance shall be delivered to the TCPN participant prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified.

Schneider Electric requests to delete third sentence: “The awarded vendor shall give the

participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies” and substitute “The certificate of insurance shall provide that should any of the above described policies be cancelled or reduced in coverage or limits while the Work is in progress, before the expiration date thereof, notice will be delivered in accordance with the policy provisions, pursuant to ISO ACORD Form 25 (05/2010). Contractor shall provide TCPN participant at least thirty (30) days’ prior written notice of the cancellation, non-renewal or reduction in coverage or limits of the insurance. Furthermore, Contractor shall indemnify TCPN participant for any loss suffered by such TCPN participant to the extent that such loss is attributable solely to Contractor’s failure to provide such 30 days’ prior written notice as required.”

We would also like to provide a link to Schneider’s memorandum of insurance on Marsh’s website, which should answer any questions TCPN may have: www.marsh.com/moi?client=D922

Additionally, Schneider Electric would welcome the opportunity to discuss modifications to the following:

3) Cancellation for non-performance or contractor deficiency (Section 5.1)

TCPN original language: TCPN may terminate any contract if Members have not used the contract, or if purchase volume is determined to be “low volume” in any 12-month period. TCPN reserves the right to cancel the whole or any part of this contract due to failure by contractor to carry out any obligation, term or condition of the contract. TCPN may issue a written deficiency notice to contractor for acting or failing to act in any of the following: • Providing material that does not meet the specifications of the contract;

• Providing work and/or material that was not awarded under the contract;

• Failing to adequately perform the services set forth in the scope of work and specifications;

• Failing to complete required work or furnish required materials within a reasonable amount of time; • Failing to make progress in performance of the contract and/or giving TCPN reason to believe

that contractor will not or cannot perform the requirements of the contract; and/or

• Performing work or providing services under the contract prior to receiving a TCPN reviewed purchase order for such work.

Upon receipt of a written deficiency notice, contractor shall have ten (10) days to provide a satisfactory response to TCPN. Failure to adequately address all issues of concern may result in contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by contractor under the contract shall become the property of the Member on demand.






In the Second Paragraph, please consider adding to the end: “provided, however, that nothing herein shall impair or affect the rights of Contractor with respect to its pre-existing intellectual property rights.”

Also, please add after the second sentence of the second paragraph: “Any cancellation of the contract should be made subject to receipt of payment for work properly performed.”

4) Administrative Fees (Section 9.6)

TCPN original language: The awarded vendor agrees to pay administrative fees to TCPN of four percent (4%): (Sales will be calculated for fiscal year of January 1st through December 31st and reset each year)

Your Addendum #2 to this RFP is duly noted. If we are selected for a contract with TCPN, we would like the opportunity to negotiate the sliding-scale fees that are included in Addendum #2.

5) Indemnity (Section 13.3)

TCPN original language: The awarded vendor shall protect, indemnify, and hold harmless TCPN and its participants, administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract. Contractor and its insurer’s shall only be responsible for damages to the extent such damages are caused by the contractor, contractor’s employees, agents and subcontractors. In no event will either party be liable to the other party, for any consequential damages. Any litigation involving TCPN, its administrators and employees and agents will be in Harris County, Texas. Any litigation involving TCPN’s members shall be in the jurisdiction of the participating agency.

On Line 5, please add “the negligence, fault or willful misconduct” after “caused by”.

Please consider adding to the end: “The remedies of TCPN set forth herein are exclusive where so stated and the total cumulative liability of Contractor, its subcontractors and suppliers of any tier with respect to this Contract or anything done in connection therewith, such as the use of any product covered by or furnished under the Contract, whether in contract, in tort (excluding gross negligence or willful misconduct) or otherwise, shall not exceed the cumulative value of this Contract.”

6) Marketing (Section 13.5)

TCPN original language: Awarded vendor agrees to allow TCPN to use their name and logo within website, marketing materials and advertisement. Any use of TCPN name and logo or any form of publicity, inclusive of press releases, regarding this contract by awarded vendor must have prior approval from TCPN.

Please add to the end of the first sentence: “once approval from awarded vendor has been provided.”





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Tab 2. Questionnaire (Appendix E) Please provide responses to the following questions that address your company’s operations, organization, structure and processes for providing products and services.

1. States Covered

Offeror must indicate any and all states where products and services can be offered. Please indicate the price co-efficient for each state if it varies. (If applicable)

50 States & District of Columbia (Selecting this box is equal to checking all boxes below)

Alabama MontanaAlaska Nebraska Arizona Nevada Arkansas New Hampshire California New Jersey Colorado New Mexico Connecticut New York Delaware District of Columbia

North Carolina North Dakota

Florida OhioGeorgia Oklahoma Hawaii Oregon Idaho Pennsylvania Illinois Rhode Island Indiana South Carolina Iowa South Dakota Kansas Tennessee Kentucky Texas Louisiana Utah Maine Vermont Maryland Virginia Massachusetts Washington Michigan West Virginia Minnesota Wisconsin Mississippi Missouri

Wyoming

All U.S. Territories & Outlying Areas (Selecting this box is equal to checking all boxes below)

American Samoa Northern Marina Islands Federated States of Micronesia Puerto Rico Guam U.S. Virgin Islands Midway Islands





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2. Diversity Programs Do you currently have a diversity program or any diversity partners that you do

business with? Yes No

If the answer is yes, do you plan to offer your program or partnership through TCPN? Yes No

(If the answer is yes, attach a statement detailing the structure of your program, along with a list of your diversity alliances and a copy of their certifications.)

Will the products accessible through your diversity program or partnership be

offered to TCPN members at the same pricing offered by your company? Yes

No (If answer is no, attach a statement detailing how pricing for participants would be calculated.)

3. Minority and Women Business Enterprise (MWBE) and (HUB) Participation

It is the policy of some entities participating in TCPN to involve Minority and Women Business Enterprise (MWBE), small and/or disadvantaged business enterprises, disable veteran’s business enterprises, historically underutilized businesses (HUB) Participation and other diversity recognized businesses in the purchase of goods and services. Offerors shall indicate below whether or not they hold certification in any of the classified areas and include proof of such certification with their response.

a. Minority Women Business Enterprise

Offeror certifies that this firm is a MWBE Yes No List certifying agency:

b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE)

Offeror certifies that this firm is a SBE or DBE Yes No List certifying agency:

c. Disabled Veterans Business Enterprise (DVBE) Offeror certifies that this firm is a DVBE Yes No

List certifying agency:

d. Historically Underutilized Businesses (HUB)

Offeror certifies that this firm is a HUB Yes No






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e. Historically Underutilized Business Zone Enterprise (HUB Zone) Offeror certifies that this firm is a HUB Zone Yes No


f. Other Offeror certifies that this firm is a recognized diversity Yes No certificate holder List certifying agency:

4. Residency

Responding Company’s principal place of business is in the city of Carrollton State of Texas.

5. Felony Conviction Notice

Please check applicable box:

A publicly held corporation; therefore, this reporting requirement is not applicable. Is not owned or operated by anyone who has been convicted of a felony.

Is owned or operated by the following individual(s) who has/have been convicted of a felony.

*If the third (3rd) box is checked a detailed explanation of the names and convictions must be attached.





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6. Processing Information

Company contact for:

Contract Management

Contact Person: Matt Lombardo Title: Account Executive _ Company: Schneider Electric Address: 1650 W. Crosby Rd. City: Carrollton State: TX Zip: 75006 Phone: (972)323-4806 Fax: N/A Email: [email protected]

Billing & Reporting/Accounts Payable


Marketing






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7. Distribution Channel: Which best describes your company’s position in the distribution channel: Manufacturer direct Certified education/government reseller

Authorized distributor Manufacturer marketing through reseller Value-added reseller Other

8. Pricing Information

In addition to the current typical unit pricing furnished herein, the Vendor agrees to offer all future product introductions at prices that are proportionate to Contract Pricing. Yes No

(If answer is no, attach a statement detailing how pricing for participants would be calculated.)

Pricing submitted includes the required administrative fee. Yes No (Fee calculated based on invoice price to customer)

Additional discounts for purchase of a guaranteed quantity? Yes No 9. Cooperatives

List any other cooperative or state contracts currently held or in the process of securing:

Cooperative/State Agency Discount Offered

Expires Annual Sales Volume

TCPN (Contracts R170602, R170504, and R5238) Varies 2018 Varies

The Interlocal Purchasing System (TIPS) Varies 2022 Varies

Region 7 Cooperative Varies Aug. 2017 Varies





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Tab 3. Company Profile (Appendix F) Please provide the following:

1. Company’s official registered name.

Schneider Electric Buildings Americas, Inc.

2. Brief history of your company, including the year it was established.

Schneider Electric is a public corporation that was established in 1836 by two brothers, Eugène and Adophe Schneider. Starting with our roots in the iron and steel industry, heavy machinery, and ship building, we moved into electricity and automation management. Over the past 181 years, Schneider Electric has grown to be a global specialist in energy management with operations in 100 countries, nearly 144,000 employees, and sales of over $26 billion in 2016.

Over the past 25 years, Schneider Electric has obtained employees with decades of energy management knowledge and experience through the worldwide acquisitions of a multitude of companies including: Summit Energy, TAC, Andover Controls, Invensys, Square D, Juno Lighting Group, Pelco, APC, and Abacus Engineered Systems.

Schneider Electric offers integrated solutions across multiple market segments, including leadership positions in energy and infrastructure, industrial processes, building automation, and data centers/networks, as well as a broad presence in residential applications. Schneider Electric maintains an active commitment to help individuals and organizations “Make the most of their energy.”

3. Company’s Dun & Bradstreet (D&B) number.

15-469-5530

4. Corporate office location.

Schneider Electric SA Schneider Electric World Headquarters Buildings Business Americas Headquarters 43-45, boulevard Franklin-Roosevelt 1650 W. Crosby Rd. F-92500 Rueil-Malmaison Cedex (France) Carrollton, Texas 75006

5. List the total number of sales persons employed by your organization within the United States, broken down by market.

Schneider Electric Buildings Americas has 69 sales personnel and sales management throughout the United States dedicated to delivering Energy Savings Performance Contracts.

6. List the number and location of offices, or service centers for all states being offered in solicitation. Additionally, list the names of key contacts at each location with title, address, phone and e-mail address.

Schneider Electric has offices at the following locations. At this stage, Matt Lombardo will continue to be the main contact for TCPN members. Please refer to the next question (7) for his contact information.

Location Address Suite City State

Abilene, TX 4400 Buffalo Gap Rd 3850 Abilene TX Austin, TX 2433 Rutland Dr 150 Austin TX





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Location Address Suite City State

Birmingham, AL 10 Inverness Center 125 Birmingham AL Boston, MA 300 Brickstone Square Andover MA Charlotte, NC 7575 Westwind Blvd C Concord NC Homewood, IL (Chicago) 17475 Palmer Blvd Homewood IL Columbus, OH 777 Brooksedge Plaza Dr Westerville OH Dallas, TX 1650 W. Crosby Rd Carrollton TX East Longmeadow, MA (home) 42 Stonehill Rd East Longmeadow MA Harrisburg, PA 4431 North Front St 100 Harrisburg PA Houston, TX 10669 Richmond, Bldg 6 160 Houston TX Houston, TX 12121 Wickchester Blvd 400 Houston TX Jackson, MS 3003 Lakeland Cove D Flowood MS Kansas City, KS 15200 Santa Fe Trail Drive 204 Lenexa KS LaVergne, TN 295 Tech Park Dr 100 LaVergne TN Little Rock, AR 900 S Shackleford 300 Little Rock AR Costa Mesa, CA (LA) 1660 Scenic Avenue Costa Mesa CA Nashville, TN 1010 Airpark Center Dr Nashville TN Oklahoma City, OK 5100 N. Brookline 440 Oklahoma City OK Philadelphia, PA (home) 3827 Terrace St Philadelphia PA Pittsburgh, PA (home) 2501A Sidney St Pittsburgh PA Portland, OR 10121 SE Sunnyside Rd 120 Clackamas OR Raleigh, NC 2600 Perimeter Park Dr 150 Morrisville NC Richmond, VA 1100 Boulders Parkway 702 Richmond VA Rockville, MD 2275 Research Blvd 500 Rockville MD Sacramento, CA 3336 Bradshaw Rd 280 Sacramento CA Salt Lake City, UT 1751 S. 4800 West Salt Lake City UT San Antonio, TX 1077 Central Pkwy South 200 San Antonio TX San Diego, CA 10805 Thornmint Rd 140 San Diego CA Seattle, WA 95 S. Jackson 300 Seattle WA Secaucus, NJ 210 Meadowlands Secaucus NJ St. Louis, MO 801 Corporate Center Dr St. Louis MO Stoney Point, NY (home) 2 Nasuti Drive Stoney Point NY Tulsa, OK 3840 S. 103 East Ave 208 Tulsa OK Walker, LA 27999 Old S. Walker Rd G Walker LA





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7. Please provide contact information for the person(s) who will be responsible for the following areas, including resumes:

a. Sales

b. Sales Support

c. Marketing

d. Financial Reporting

e. Executive Support

At this point in the process, Matt Lombardo will be the contact for all areas listed above. As Matt designates any responsibility, he will communicate the contact information for that respective person. Please see the following page for Matt’s resume.

Matt Lombardo, Account Executive Schneider Electric Buildings Americas, Inc. 1650 W Crosby Rd. Carrollton, TX 75006 Phone: (972) 323-4806 Email: [email protected]





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Matt LombardoEnergy and Sustainability Account Executive

Areas of Expertise

Biography

Energy Improvement, Management and Efficiency

Business and Project Development

Project and Resource Coordination

Client Liaison Customer Service Education and Certification Masters in Business

Administration, University of Texas - Dallas

B.S. Business Management, North Carolina State University

Training Advanced Development

Program for Operations Management at Schneider Electric, 2008-2010

Developing Executive Relationships, 2014

Toastmasters International – Club Treasurer, 2015

SmartStruxure Solution: Workstation and System Design, 2013

Engineering and Servicing a LNS Vista System, 2011

Advanced Electrical Safety, 2013

Past Experience Sr. Performance Assurance

Consultant – Schneider Electric 2010-2014

Matt has been with Schneider Electric in the Energy Services and Sustainability Division since 2010 in various roles. He is currently responsible for developing relationships with new and existing clients, analyzing client operations and facilities, and developing clients’ understanding of improvement opportunities. He is the liaison with business and project development and is responsible for project coordination of all professionals and resources throughout the project. Additionally, Matt works to ensure our projects meet the needs of our customers; both financially and from the operations perspective. Previously, Matt held the role of Senior Performance Assurance Consultant, assisting clients post-installation with optimizing their energy and operations savings, troubleshooting technical issues, and implementing additional solutions that would maximize their facilities.

SE Project Experience Project Amount Year* Gunter ISD* $1,507,580 2016 White Oak ISD* $2,580,276 2015 City of Abilene $10M+ 2012 Comanche ISD $1,095,840 2008 Jasper ISD $1,476,320 2008 Robinson ISD $567,747 2007 Jefferson ISD $1,059,402 2006 Texas Health and Human Services Commission

$45M+ 2006 - current

Clyde ISD $792,338 2006 Connally ISD $825,854 2004 Mineola ISD $246,805 2003 Prairiland ISD $204,818 2003 West ISD $591,178 2003 Lindale ISD $1,859,212 2002 Graham ISD $1,028,174 2002 Gladewater ISD $1,364,574 2001 Texas Woman’s University $19,356,139 2001 East Texas Baptist University $531,259 1993

*Matt was the program manager for new projects with these clients





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8. Define your standard terms of payment.

Schneider Electric’s standard payment terms are Net 30.

9. Who is your competition in the marketplace?

Johnson Controls Inc., Siemens, ABM, Honeywell, Ameresco, Trane, McKinstry, Noresco

10. Overall annual sales for last three (3) years; 2014, 2015, 2016.

Schneider Electric Revenue

2014 - $31.8B 2015 - $29.6B 2016 - $26.3B

Contract values for Performance Contracting Sales

2014 - $126 Million 2015 - $154 Million 2016 - $193 Million

11. Overall public-sector sales, excluding Federal Government, for last three (3) years; 2014, 2015, 2016.

Public-sector Contract values for Performance Contracting Sales, excluding Federal Government.

2014 - $101 Million 2015 - $145 Million 2016 - $171 Million

12. What is your strategy to increase market share?

In the Performance Contracting market, we find proven performance through strong customer reference is the best strategy to expand market share, including additional phases with existing clients. Being the best company to serve our clients’ needs.

13. What differentiates your company from competitors?

Our proven track record of measure and verified savings performance is above and beyond anyone else in the market. Schneider Electric delivers a proven savings performance to insure the financial results promised are delivered.

14. Describe the capabilities and functionality of your firm’s on-line catalog/ordering website.

N/A, we offer engineered solutions not products in our division.

15. Describe your company’s Customer Service Department (hours of operation, number of service centers, etc.).

We do not have a group which is designated the “Customer Service Department” but those efforts are primarily performed by the Performance Assurance Support Services (PASS) group. PASS supports our customers through an energy management partnership which seeks to optimize the project’s performance and maintain customer satisfaction. Each project has an assigned PASS representative who is their primary point of contact for the project. Customers have access to the PASS representative’s manager who performs annual customer satisfaction surveys. If a customer has concerns they feel have not been adequately addressed by the PASS





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team, they can contact our Quality Director directly. Our Quality Director escalates issues to our division management team and brings in our Corporate Quality team when necessary. We take customer service and satisfaction very seriously and have a robust system to ensure we take care of our customers.

16. What is the capability of your company to respond to emergency/rush orders?

As a manufacturer and a systems integrator of multiple products, Schneider Electric can respond to emergency orders for our solutions. Within our service department, we maintain localized materials and products to support our clients.

Additionally, implementing a performance contract often presents unique challenges that require precise planning and execution. See the following chart for some examples of how Schneider Electric handles these challenges.





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Project Name

Design/Construction Administration Challenge

Solution

Texas Health and Human Services

Commission (HHSC)

HHSC has multiple phases at different stages with repayment requirements to TPFA for the financing. Design and construction have to be closely coordinated so that sufficient savings are generated to meet the annual TPFA payment due on August 1. The merger of TDMHMR into HHSC on 9/1/04 complicated the project.

Schneider Electric has taken a very proactive approach to communication and scheduling at all levels of the HHSC organization. Three processes that have contributed are: Facilitated Partnering Workshops

At each stage of the project, Schneider Electric organizes a partnering workshop, facilitated by a consultant, with all stakeholders.

Multi-level Communication Plan Schneider Electric communicates with HHSC from senior management in Austin to managers at each of the state schools and hospitals. Some of the topics include statutory requirements, benefits to HHSC both in Austin and the sites, and updates on changes in the energy industry.

Authorities and Responsibilities Guideline Schneider Electric and HHSC have jointly developed a set of guidelines for managing the day-to-day construction activities that expedite the construction process.

Texas Woman’s

University

Converting a university campus from central steam generated chilled water to electric chillers. Designing a chilled water loop and installing it over 18 months.

Communicated effectively with the university to coordinate location and sequencing of excavation in order to minimize disruption to the campus traffic, as well as the landscape.

University of North Texas

Implementing the Energy Management System over the university’s existing LAN

Schneider Electric worked with UNT and Schneider Electric’s software engineering to develop and implement a beta test and utilized UNT as the beta site for the new generation of Schneider Electric control systems.


Health Science Center – Fort

Worth

Changing the chillers out in occupied medical research facility with no ability to shut down due to long running experiments

Schneider Electric worked with the university to interconnect two existing central plants in order to schedule and effectively run the entire campus off one plant while the other plant was being renovated.

City of Dallas

Renovating the existing chilled water, steam, and hot water plant as well as cooling towers without shutting down the city’s main 911 center for communications.

Worked with IDA to design the retrofits in a manner that allowed Schneider Electric to do all needed modifications over a weekend. Schneider Electric provided temporary cooling and services to critical areas.

Texas A&M- Commerce

Changing out chillers in a central plant that was already severely short on capacity. Coordinating the work during scheduled semester.

Schneider Electric interconnected two plants to allow sufficient capacity to cool the facilities during the renovation





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17. Provide information regarding whether your firm, either presently or in the past, has been involved in any litigation, bankruptcy, or reorganization.

Schneider Electric has not been involved in any litigation regarding its ESCO business. More specifically, Schneider Electric has a clean litigation track record on over 660 ESPC projects nationwide and had not been named as a defendant by any customer with respect to an ESPC project. Schneider Electric is not involved in any bankruptcy or reorganization.

Marketing/Sales

18. Detail how your organization plans to market this contract within the first 90 days of the award date. This should include, but not be limited to

a. A co-branded press release within first 30 days

b. Announcement of award through any applicable social media sites

c. Direct mail campaigns

d. Co-branded collateral pieces

e. Advertisement of contract in regional or national publications

f. Participation in trade shows

g. Dedicated TCPN and Region 4 ESC internet web-based homepage with:

i. TCPN and Region 4 ESC Logo

ii. Link to TCPN and Region 4 ESC website

iii. Summary of contract and services offered

iv. Due Diligence Documents including; copy of solicitation, copy of contract and any

amendments, marketing materials.

Upon the award of a contract, we will assemble a team who will work with TCPN, led by Matt Lombardo, to identify an approach to address the above details. Please see the following example of Schneider Electric’s marketing plan with the University of North Texas.





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UNT Smart Campus Wide Energy Savings Project The University of North Texas and Schneider Electric are implementing a three-year campus wide energy savings project, which will: increase energy efficiency on campus with no financial impact to students or programs; reduce energy costs by 17% and water usage by 15%; educate students and the community about environmental conservation.

Schneider Electric’s Marketing and PR teams worked with UNT Facilities and UNT Branding to create an identity for the 3-year project and communicate the positive impacts of this project to the campus community and to the city of Denton, TX.

Behind the Scenes

Created UNT SMART identity and logo. (SMART stands for Save, Measure, Achieve, Reduce, Track) Created www.smartenergy.unt.edu with project information including highlights, schedule, phase map and

FAQs Created a Project Definitions document to explain the types of materials, equipment and processes to be

expected to complete the UNT SMART project Wrote press release and managed the news coverage for the story UNT client testimonial video discussing the first performance contract which saved UNT over $14M and the upcoming Project Two. Wrote a segment of the university’s President’s speech announcing the project to the campus community Created a UNT project profile explaining UNT’s and Schneider Electric’s 16-year relationship

On Campus

Project storyboard mounted at Schneider Electric construction site Hosted a booth during UNT’s Earth Week to answer any questions the campus community had about the

project UNT SMART/Schneider Electric branded golf carts to transport the construction team UNT SMART/Schneider Electric branded construction signage Coming soon – on-site energy consumption kiosks showing a real-time energy use dashboard Coming soon – Net-Zero energy lab built on campus with Schneider Electric donated controls

See examples of more deliverables on the next page…





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UNT Project Storyboard UNT Project Profile

UNT Project Website UNT Golf Cars and Construction





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19.Describe how your company will demonstrate the benefits of this contract to eligible entities if awarded.

Schneider Electric will demonstrate the benefits of this contract in a variety of ways including communication in customer meetings, at trade shows, through marketing and communication efforts, as well as anything developed and agreed upon because of communications with the TCPN member after award of a contract.

20. Explain how your company plans to market this agreement to existing government customers.

Schneider Electric maintains an active database of clients within our CRM system which is broken down by vertical market as well as geographical location. This database can provide a list of end user clients to whom Schneider Electric can provide tailored information.

21. Provide a detailed ninety (90) day plan describing how the contract will be implemented within your firm.

An example of 90-day Kick-off Plan is listed below. Again, this will be discussed between Schneider Electric and the client so that it can be created specifically to the customer needs.

Week 1: Internal communications to the primary stake holders. This would be done via email give the

amount of contacts. This communication would include: Announcement of award Ownership action items Scheduling of webex session

Weeks 2-4: Internal roll out to the sales channels. For this endeavor, Schneider Electric would host various webex sessions for internal messaging and would ask that a TCPN representative participate to support any specific questions.

Weeks 5-6: The focus would be on developing contact lists for current end user clients who would benefit from the contract and the development of a webex session to support end user communications.

Week 7: The focus would be on contacting those end user clients with invitations to the webex session(s). Weeks 8-10: Deliver the webex session(s) with end user clients. For this event, we would ask that a

TCPN representative be present to support any end user questions. Weeks 11-12: Follow-up with opportunities.

22. Describe how you intend on train your national sales force on the Region 4 ESC agreement.

Schneider Electric will use a train-the-trainer approach. The sales team member who has the relationship with TCPN and knowledge of the contract would communicate the message to the other sales channels. In the case of this contract, Matt Lombardo will lead the effort in working with TCPN in order to effectively communicate our mission and partnership with TCPN.

23. Acknowledge that your organization agrees to provide its company logo(s) to Region 4 ESC and agrees to provide permission for reproduction of such logo in marketing communications and promotions.

Yes. Schneider Electric will provide TCPN with the appropriate logo(s) and permission to reproduce in marketing and communication promotions.





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24. Provide the revenue that your organization anticipates each year for the first three (3) years of this agreement.

$4,000,000 in year one

$4,000,000 in year two

$4,000,000 in year three

Administration

25. Describe your company’s implementation and success with existing cooperative purchasing programs, if any, and provide the cooperative’s name(s), contact person(s) and contact information as reference(s).

The following information is for successful implementation of cooperative purchasing programs with the Schneider Electric Energy Solutions Division. The programs have been successful due to our solutions listed, geographical coverage, and the knowledge of the market and implementation experience needed to support these clients.

TIPS: Jeff Shokrian, Vice President of Sales Phone: (832) 752-5278 2230 North Edwards Avenue Mount Pleasant, TX 75455

Region 7: Martha Lakey, Purchasing Technician Phone: (903) 988-6700 1909 N. Longview Street Kilgore, TX 75662 TCPN Jamie Stepich and Derek Anderson, Regional Managers Phone: (844) 643-3134 2555 Meridian Blvd. Ste. 300 Franklin, TN 37067

26. Describe the capacity of your company to report monthly sales through this agreement.

Schneider Electric has the capacity to track and report sales in various ways. Upon award of contract, Schneider Electric can discuss with the TCPN member what information is needed and the details of who it needs to be communicated.

27. Describe the capacity of your company to provide management reports, i.e. consolidated billing by location, time and attendance reports, etc. for each eligible agency.

Our construction and PASS departments adhere to strict reporting guidelines on our projects. As such, Schneider Electric is capable of providing any type of reporting that is requested by TCPN and mutually agreed to by TCPN and Schneider Electric.





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28. Please provide any suggested improvements and alternatives for doing business with your company that will make this arrangement more cost effective for your company and Participating Public Agencies.

Schneider Electric appreciates the opportunity to work with TCPN, as we feel strongly that a partnership with you can be very beneficial for both of our organizations. If we are selected for a contract with TCPN, we would like the opportunity to discuss a sliding scale-type plan for assessing TCPN’s administrative fees on Schneider performance contracts.

Green Initiatives

29. Please provide your company’s environmental policy and/or green initiative.

Schneider Electric is extremely committed to building a cleaner and greener future for today’s generation as well as future generations. We pride ourselves on our Green Initiatives and our Green policies can be seen throughout our global organization. Our desire is to be a more gentle and kind organization to our common planet. This is evidenced in our corporate values and statements.

Below is a direct link to our website that details our Sustainable Governance and on the next page is the Environmental Policy for Schneider Electric.

http://www2.schneider-electric.com/sites/corporate/en/group/sustainable-development-and-

foundation/sustainable-governance/sustainable-governance.page

Other initiatives within our organization that support our commitment to Green include: Going paperless wherever possible. Tracking carbon footprint for employees who travel. LEED AP certifications for any interested employee. Virtualized solutions resulting in less equipment needing to be installed. Cloud based video storage resulting in less equipment needing to be installed or manufactured.





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Vendor Certifications (if applicable)

30. Provide a copy of all current licenses, registrations and certifications issued by federal, state and local agencies, and any other licenses, registrations or certifications from any other governmental entity with jurisdiction, allowing Offeror to perform the covered services including, but not limited to licenses, registrations or certifications. M/WBE, HUB, DVBE, small and disadvantaged business certifications and other diverse business certifications, as well as manufacturer certifications for sales and service must be included if applicable.

While our technical qualifications allow us to continuously provide successful solutions, our true definitive quality is our passion for our work. Schneider Electric is certified by the U.S. Department of Energy as an Energy Services Company (ESCO) and is an active, certified member by the National Association of Energy Services Companies (NAESCO). We are driven by performance and project challenge and are eager to focus our passion on your facilities.

Schneider Electric is registered as a Texas Professional Engineering firm and functions as a General Contractor on Energy Savings Performance Contracts. Our Registration Number is F-5231. All subcontractors working for Schneider Electric on this project will be required to have a valid Texas Contractors license. It will be the responsibility of the Schneider Electric’s Project Manager to ensure that applicable permits are obtained prior to commencing ECM implementations. Schneider Electric has designated a Professional Engineer licensed in the State of Texas for this project.





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The National Safety Council awarded the 2011 Green Cross for Safety Medal to Schneider Electric North America recognizing our company’s outstanding achievements in workplace and off-the-job safety and health, community service, environmental stewardship, and responsible citizenship. Schneider Electric is the first organization to receive

both the NSC Green Cross for Safety Medal and the Robert W. Campbell Award. The Robert W. Campbell Award was presented in 2009 for extending our safety systems and culture beyond the walls of the organization into the communities in which we operate.

In June 2011, Schneider Electric corporate headquarters was the first building in the world to be certified as complying with the new ISO 50001 standard for Energy Management Systems. Like many companies throughout the globe, Schneider Electric manages complex building environments and, at the same time, sets ambitious energy efficiency targets. The ISO 50001 certification was achieved as a result of the implementation of Schneider Electric internally developed energy efficiency solutions, including: Renewable energy solutions; Lighting, HVAC, and sun blinds control; Energy monitoring and control; Motor control for pumps and fans; Efficient IT cabling; Safe electrical distribution; and Advanced security and access control. By intelligently integrating all building systems on a single IP platform, the solution development team was able to achieve up to 30 percent energy savings – the same energy performance that is promised to our customers.

Active Memberships

Schneider Electric is an active member of the following organizations: Energy Star (registered partner) United States Green Building Council (USGBC) American College and University Presidents Climate Commitment (gold level sponsor) Department of Energy (approved performance contractor) Department of Defense (approved performance contractor) National Association of Energy Services Companies (NAESCO) Government’s General Services Administration (first performance contractor) Green Building Certification Institute (GBCI)





#17-12 August 8, 2017

Energy Star Information

The U.S. Environmental Protection Agency (EPA) has recognized Schneider Electric as a 2016 ENERGY STAR Partner of the Year. This Service and Product Provider Award was presented to Schneider Electric for the company’s efforts to increase energy efficiency and sustainability in commercial, manufacturing and public-sector buildings. An ENERGY STAR partner for nearly a decade, Schneider Electric has:

Benchmarked more than 26,000 facilities using ENERGY STAR Portfolio Manager. Used Portfolio Manager audits to identify nearly $6.3 million in annual energy savings across 17.5-million total

square feet of space. Helped customers earn ENERGY STAR recognition for more than 350 buildings.

Developed as a joint program between the U.S. EPA and the U.S. Department of Energy (DOE), Energy Star is a national symbol for protecting the environment through energy efficiency. The program provides an innovative energy performance rating system that compares the energy usage and intensity of buildings. A Schneider Electric employee worked for the consulting firm that administered the Energy Star Label program for the Department of Energy. Schneider Electric Energy Solutions is a registered partner with Energy Star. For Schneider Electric, Energy Star provides a benchmarking tool where the existing conditions of a building can be compared against a large database of buildings. From this, Schneider Electric can illustrate the impact of the building’s current operations, how this compares to similar facilities, and to what degree the proposed energy conservation measure can affect the overall energy usage. Schneider Electric is also an approved performance contractor for the Department of Energy and the Department of Defense. Schneider Electric was the first performance-contracting firm contracted by the Federal Government’s General Services Administration (GSA) to list its products and services on the GSA buying schedule. Clients are able to purchase performance-based projects from the services that Schneider Electric lists in the GSA contract.

Ethics

Schneider Electric has been recognized consecutively in 2011, 2012, 2013, 2014, 2015, 2016 and 2017 as a World’s Most Ethical Company Honoree. The World’s Most Ethical Company designation is awarded to companies that have leading ethics and compliance programs as well as that demonstrate real and sustained ethical leadership within their industries. Schneider Electric is a company of the highest ethical standards, and we repeatedly exceed customers’ expectations. The honorees truly go beyond making statements about doing business “ethically” and translate those words into action. To read more, visit: http://ethisphere.com/wme

Sustainability

The Corporate Knights lists Schneider Electric in 27th place of the Global 100 Most Sustainable Corporations in the World list for 2017. Inclusion on this prestigious list is a recognition of how Schneider Electric has integrated sustainable development into its core strategy: via solutions in energy efficiency, promoting the production of clean energy and generating consumption practices which respect and preserve the environment on one hand; and through a dynamic





#17-12 August 8, 2017

Corporate Social Responsibility commitment, symbolized by its Planet & Society Barometer publishing every quarter the key progresses of the company in all dimension of sustainability. Forbes magazine lists Schneider Electric among the Forbes Global 2000, an annual ranking of the top 2,000 public companies in the world. The ranking is based on a mix of four metrics: sales, profit, assets and market value. We have ranked on this list for 3 consecutive years.






Tab 4. Product / Services (Appendix B) Provide a comprehensive program which includes the installation of energy saving improvements. The scope of work may include; but, not limited to, the following energy cost savings measures:

Operation & Maintenance

Automatic controls calibration Boiler combustion efficiency checks & calibration Clean air -cooled condenser coils, chiller tubes, coils, filters Cooling tower maintenance Correct water treatment Room set points Repair leaking pump and equipment seals Turning lights off Utility / Rate Conversions/Purchase Options Converting to all electric rate Converting to interruptible electric rate Purchasing natural gas at the wellhead Real time pricing

Note: The negotiated change of electric rate per kw/h to a lower rate shall not be included in calculating the cost saving as part of this energy performance contract.

Architectural

Building & Roof Insulation Door Replacement & Weather-stripping New Roofs Window Replacements Window Solar film / shading Window Storms / overglazing Window Weather-stripping Electrical Energy efficient motors Energy efficient transformers & building power analysis Power factor correction capacitors buildings & load Two speed motors Variable speed drives Kitchen Conversion of electric booster heaters to natural gas Conversion of hoods & makeup air systems to efficient types Coolers - Add strip curtains

Lighting

Conversion of fluorescent fixtures Energy Efficient Electronic Ballasts LED lighting Conversion of incandescent fixtures Conversion of mercury vapor fixtures Delamping with reflector installation Dimming controls






Occupancy sensor controls Plumbing Low flow faucet aerators, shower heads & fixtures Preheat domestic hot water Proximity sensor control on fixtures

HVAC-Controls

Boiler/hot water converter optimization Chiller optimization (reset & sequencing) Cooling tower optimization Direct digital controls Electrical demand limiting Lowering of static pressure control points to lowest allowable levels Mixed air dampers-economizer control Night purge Night (unoccupied) setback Occupancy sensor control Optimal start/stop & ventilation delay Outdoor air reduction Occupied-unoccupied (time of day) control Supply air reset Variable speed drive control (VAV, variable pumping)

HVAC-Equipment

Replace with higher efficient equipment Compressor conversions Refrigerant conversions Adding heat recovery

HVAC-Chiller Plant

Change cooling tower nozzles Condenser heat recovery Evaporative pre-cooling Ozone tower water treatment Tower free cooling Replacement chiller with increased efficiency Thermal storage Variable speed pumping (secondary)-decoupled chiller Variable speed primary pumping Variable speed drive on cooling tower fan

HVAC-Heating Plant

Conversion to dual fuel burners Install flue dampers Install turbulators Lower steam pressure Radiator Valves Repair vacuum pumps Repair/replace steam traps






Replacement burners with increased efficiency Trim control Variable speed pumping (secondary) High efficiency boilers Flue heat recovery

HVAC-Systems

Ceiling fans Conversion of inefficient terminal devices (bypass dump boxes and constant volume reheat boxes) Conversions to allow isolation of building areas with varying occupancies Duct and pipe insulation Energy efficient belts Exhaust air heat recovery Indoor air quality analysis Replace worn sheaves Reseal or replace leaking control dampers

Process

Air compressor optimization Repair compressed air leaks and lower delivery pressures

Miscellaneous

Cogeneration Pool blankets Pool chemical conversion Variable speed domestic water pump control (eliminate discharge valve) Variable speed pool water pumping (eliminate discharge valve) Geothermal Heat Pumps Solar Panels Roofing Energy Efficient

Preliminary Audit

Upon request, the Vendor will conduct a preliminary energy audit, at no cost, of the Owners facility for Energy Performance Contracting Services opportunities.

Investment Grade Audit

After approval by the owner, conduct an Investment Grade Audit which will include a complete proposal indicating a detailed scope of work, at least 30% design drawings, building modeling with industry accepted modeling software, a detailed description of the measurement and verification services and a Performa. Performa shall include, but not be limited by, the following: • Total construction first cost. • Any grants, incentives, rebates or other discounts. • Projected savings by energy conservation measures by year for the financing term. • Maintenance and/or operational cost savings per year for the financing term. • Maintenance support services cost per year for the financing term.






• Measurement and verification support services per year for the financing term. • Financing assumptions such as estimated interest rates and inflation rates. • Any capital avoidance calculations with yearly savings per year for the financing term. • Financing term payments per year for the financing term. • Program cash flow comparisons per year for the financing term. • Net present value analysis with estimated discount rate. The information to develop the energy baseline shall be derived from actual energy measurements or shall be calculated from energy measurements at the facility where energy cost savings measures are to be installed or implemented. The measurements shall be taken in the year preceding the installation or implementation of energy cost savings measures. The guaranteed energy cost savings contract shall include a written guarantee that either the energy or operational savings, or both, will meet or exceed the energy savings measured over the expected life of the energy conservation measures implemented within the finance terms. The Vendor shall reimburse the school district for any shortfall of guaranteed energy savings on an annual basis. The Investment Grade Audit will be signed and sealed by a professional technical engineer registered in the State of Arizona or as jurisdiction requires for other member states who is specialized in energy management. The Facility Owner and the vendor shall agree on a specific Measurement and Verification process to be used in monitoring the success of the program. Assist the Owner in obtaining financing and or grants/rebates.

Implementation of the Energy Performance Contract

Upon receipt of the Owners Purchase Order provide a bond/insurance policy guaranteeing the agreed upon yearly energy consumption savings and any required payment and performance bond(s) for the work being done.

Provide for a documented guarantee clearly communicating the energy and operational savings process which defines the responsibilities of both Vendor and Owner.

Provide for a documented payment by the Vendor if energy savings and operational savings are not met on an annual basis.

Complete the Energy Performance Contract.

Provide a list of all warranties included in each project, along with O&M manuals.

Annually conduct a joint inspection with the owner to verify that the equipment is properly maintained and operated in a manner that the continued potential to generate the predicted savings can be achieved.

Provide a yearly assessment of savings achieved by the program based upon the documented measurement and verification program.

Measurement and Verification Plan

A typical Measurement and Verification Plan (M&V) will include, as a minimum, information on the overall project level and energy conservation measures specific items. The actual M&V plan will be developed during discussions between the Vendor and the Customer; however, the plan should contain these essential elements:






Project Level Components:

Project Description and M & V Overview

Who will conduct the M&V activity?

Document all assumptions and source of data

Project Savings and Cost from the contract

• Details of baseline conditions and data collected

• Describe any O & M cost savings claimed

• What will be verified

• Details of engineer analysis

• How and why the baseline may be adjusted

Schedule

• Provide schedule for all M & V activities

Reports to be prepared

• How actual energy and cost savings will be calculated

• Assign O & M reporting responsibilities

Risk and Responsibility Matrix

• Include in this section the minimum and maximum maintenance required to ensure the guarantee

• Assign preventative maintenance responsibilities between owner and contractor

Specific Energy Conservation Measures:

Describe the Energy Conservation Measure in detail

Describe the objectives of the Energy Conservation Measure

Sampling Plan

Data Collection Plan

Pre-Installation Energy and Baseline

Post Installation Facility Conditions

Determination of Energy Savings

Plan for Future Measurement

Plan for Resolving Disputes






For over 25 years, Schneider Electric has worked in collaboration with a diverse base of clients to deliver Energy Savings Performance Contracts. As one of the most successful and trusted ESCOs in the industry, we are highly qualified and eager to help our members meet their energy goals in the same way. By choosing Schneider Electric, you can count on a partner with a shared vision of project success, a proven track record in energy efficiency, experience across diverse markets and in all climates, and a strong local presence throughout Texas and many other states. A Shared Vision of Project Success

At Schneider Electric, we are dedicated to utilizing what we do best – energy efficiency, sustainability, and conservation – to improve our clients’ ability to accomplish their core missions. Every day, we strive to help our members make the most of their energy through a partnership approach that guarantees a vested interest in all aspects of the project. In many ways, our vision as an organization is in alignment with that of our members’:

Promotion of energy conservation and efficiencyAt Schneider Electric, we provide solutions to make energy safe, reliable, efficient, and green.

Adoption of renewable and alternative fuelsOur portfolio of renewable and alternative energy solutions include solar photovoltaics, wind power, solar thermal energy, biomass, combined heat & power, and geothermal technologies.

Local job creation Schneider Electric makes it a priority to utilize local labor on all of our projects, spurring economic growth and making an investment in the region.

Minimal risk to the client At Schneider Electric we pride ourselves on delivering ESPC projects with a high level of accountability. We have an engineering focus with a solid guarantee that has proven reliable for 25 years, thereby minimizing the risk to our clients.

Ability to deliver projects quickly Schneider Electric understands that when it comes to energy savings projects, time IS money. Therefore, we have proven, ISO 9001:2008 certified processes in place, ensuring we deliver our projects as quickly as possible, without sacrificing quality.

With our vision aligned with our members’, you can count on Schneider Electric to deliver an energy project supporting our members’ energy and capital improvement energy goals and tailored to your own specific needs. Proven Track Record in Energy Efficiency

Schneider Electric has a proven track record around energy efficiency, project execution, and performance assurance. Our members not only receive world-class engineering, project management, and construction management services, but they receive an ESPC project that fits their needs and is delivered with excellence. What’s more, we provide on-going support to ensure sustainable results and measured performance.

“Your vision and

guidance was

very important in

achieving such

great success.”

− SchneiderElectric

customer






Schneider Electric’s success is largely attributed to our approach to project delivery, which is structured by ISO certified processes. This ensures quality, while expediting delivery to our clients. Schneider Electric’s general approach to energy savings performance contracting (ESPC) is summarized by the following points:

1. Develop a needs-based solution resulting from close interaction with the member. 2. Develop a financed project that meets or exceeds the relevant ESPC statute. 3. Develop a project that minimizes both the need for capital as well the risk associated with financing a

project with the expectations of utilizing the annual savings to pay for the project. 4. Train the owner to operate and maintain the Energy Conservation Measures (ECMs) implemented.

Schneider Electric’s Investment Grade Audit process is summarized below.

Schneider Electric approaches projects by first determining the client’s needs and desires, and then developing a prioritized list of solutions to address these issues. Throughout the process, Schneider Electric will manage projects as a team. A single point of contact will provide the client with one source of responsibility for the entire project—the Schneider Electric Program Manager. Further, we believe open involvement on the part of department’s staff members guarantees the success of a performance contract. Candid, open communication between the department and Schneider Electric should be a part of every step of the endeavor.

Our team has proven the ability to deliver projects within budget, on-time,

and in alignment with our clients’ expectations.

Ask our customers; they are our biggest

champions.

Our 40+ member Performance Assurance Support Services team, or PASS, is dedicated solely to the

task of post-installation measurement and verification

(M&V).

A team of M&V specialists this large and this focused is

unmatched in the industry.

Since 1992, Schneider Electric has implemented over 660 ESPCs across

the United States.

That’s almost 2.4 billion kWh saved.

Investment Grade Audit Process

To Stakeholder Review, Negotiations, and Issue

Project Award

Change Management

Final Project

Programming & Detailed Site Data Collection /

Analysis Change Management

Final Engineering

Final Estimating

Final M&V Development

IGA Report Development

Final Financial Analysis






Schneider Electric’s team members will be coordinating their efforts through the assigned Program Manager.

Schneider Electric proposes to provide a comprehensive list of services to each client. We look forward to the challenge of understanding our member’s situation and helping the staff come up with beneficial solutions. Schneider Electric does not perform “cookie cutter” type projects. We take each individual client’s partnership seriously and have the internal staff to solve difficult problems. Our goal is to provide our clients with a project that is cost effective and provide the staff the training necessary to ensure its performance. The following chart outlines the Menu of Services provided by Schneider Electric .

Schneider Electric Energy and Sustainability Services: Menu of Services

Heating Systems Cooling Systems HVAC Systems

Boiler Replacement

High Efficient Modular Boilers

Burner Replacement

Boiler Stock Heat Reclaim

Perimeter Radiation

High Efficient Domestic Water

Heaters

Gas Line Turbulators

Steam Trap Retrofits

Steam Pressure Control

Temperature Reset Control

Electric Heating to Gas

Piping Insulation

Chiller Replacements

Gas Fire Centrifugal Chillers

CFC Containment Conversions

Tower Free Cooling

Commercial Refrigeration

Cooling Towers

Thermal Energy Storage

Systems

Reclaim A.C. Heat Rejection

Inefficient Air Handling Unit

replacement

Variable Frequency Drives

Heat Recovery Systems

Low Leakage Air Dampers

Variable Air Volume Systems

Demand Control Ventilation

Exhaust Fans

Fan Coil Units

Motor Replacement

Unit Heaters/Ventilators

Computer Room Units

Water Management Systems Lighting Systems Control/Automation Systems

Retrofit Flush Valves, Showerheads,

Faucets, Toilets

Automated Water Systems

Cooling Tower Retrofits

Ice Machines

Walk‐in Coolers/Freezers

Domestic Water Waste Heat

Recovery

Lighting Controls

Daylight Harvesting

Occupancy Sensors

Incandescence to Fluorescent

LED Exit Signs

Emergency Lighting

Ambient Light Control

Exterior Lighting Retrofit

Facility Management Systems

Direct Digital Controls

Pneumatic Controls

Manual Valves to Automatic

Valves

Air Compressors

Lab Flume Hood Control

Multi‐System Integration

Energy Services Renewable Energy Miscellaneous

Maintenance and Operation

Energy Audit/Design

Construction Management

Project Management

System Installation

Measurement and Verification

Cogeneration

Biomass

Solar Power ‐ Photovoltaic &

Thermal

Wind Turbine

Geothermal Heat Pumps

Central Heating/Cooling Plants

Electrical Power Systems

Emergency Generators

Turbine Generators

Switch Gear

Building Envelope






Schneider Electric Energy and Sustainability Services: Menu of Services

Commissioning Services

Energy Guarantees

Energy Metering

Utilities Procurement

Power Factor Correction

Utility Rate Structure Assessment

Indoor Air Quality

Owner Training

Facility Operation Assessments

Financial Services

Fuel Cells

Air Curtains

Elevator Modernization

Kitchen Equipment

Building Envelope

Sewer and Waste Water

Weatherproofing

Building Infiltration Measures

Energy Star Portfolio Manager

LEED Certified Personnel

Our basic approach for a project and more specifically the design team organization is founded on our principles of strong project management, open communication, technical design excellence, and proven technologies. Project team collaboration has proven to be key in the greater understanding of the unique project parameters of each client; an understanding which, over time, ensures the completion of a successful project. The proposed team would include administrative, technical and financial representatives of the client. Schneider Electric team members include project management, technical design, and construction management personnel. In addition, local utilities will be included, according to project needs and the availability of utility incentives. The Schneider Electric Program Manager remains dedicated through all phases of the contract.

Schneider Electric’s construction managers and project field engineers have both the experience and the strict quality control programs in place to ensure that construction at our member’s facilities is coordinated to avoid conflicts with the member’s operation and use. See the following chart for a description of Schneider Electric’s energy services in relationship to our capabilities.

Energy Services Offered by Schneider Electric

Services Performed withSchneider Electric Staff

Services Performed with Subcontractors

Engineering

None

Auditing

None

Design

Schneider Electric occasionally uses MEP firms like EEA Consulting Engineers to

provide specific technical design analysis.

Energy & Water Systems

None

Equipment Selection

None

Installation

Operations and Maintenance

Schneider Electric occasionally utilizes service firms to provide specific technical

services.

Commissioning

Schneider Electric occasionally utilizes outside firms for commissioning support.

M&V

None

Training

Schneider Electric occasionally utilizes vendors for specific equipment training.

The Energy & Sustainability Services (ESS) Division of Schneider Electric employs more than 294 full-time men and






women providing comprehensive member solutions through the mechanism of performance contracting. ESS designs turnkey projects which include energy auditing; engineering design; project installation, management, and maintenance; measurement and verification of performance (M&V) as well as guaranteed savings, capital and financing means, and economic analysis. A performance contract is only as good as the Energy Services Company (ESCO) providing it. Schneider Electric has never cancelled a contract. In the rare instances where a project has not met the savings guarantee, we’ve written a check to the member. We install quality equipment using qualified people, and through our Performance Assurance Support Service department, we’re there to help you continue saving even after installation. Schneider Electric is a company of the highest ethical standards, and we repeatedly exceed our members’ expectations. Our clients can be assured that Schneider Electric will deliver on its promises. Due to the specialized nature of a performance contract, Schneider Electric assigns complete branches solely dedicated to this service. Other companies may be larger, but they primarily provide other services and implement performance contracts only on a part-time basis with a few of their employees. The ESS Division operates 32 performance contracting branches in the United States. ESS has a staff of 83 full-time energy engineers whose sole purpose is to identify and evaluate building energy performance in our members’ facilities and design comprehensive energy retrofit projects custom to each individual member. These energy engineers consist of licensed Professional Engineers and Certified Energy Managers highly qualified to perform the challenging task of designing a project that will generate enough savings to support a guaranteed energy savings project.

Schneider Electric’s project management method is unique compared to that of the rest of the construction industry. Our construction managers install projects with the performance of the project governing their decisions, rather than the cost or installation schedule. Most construction managers are concerned about the cost of the job or whether the installation is completed on time or not. While we are conscientious of the project’s budget and schedule, Schneider Electric’s construction managers do not cut corners to save money or hurry an installation to meet a deadline. Schneider Electric’s construction managers are focused on making sure that when they leave a jobsite, they are leaving our member with fully functional systems that will operate more efficiently to generate the energy savings that will fund the improvements. Schneider Electric is one of the few companies to maintain a department whose sole responsibility is the measurement and verification of savings and has a website for the reporting of savings. Our measurement and verification department is called Performance Assurance Support Services (PASS), and that is exactly what it does: Assure Enduring Performance and offer Support Services. When measuring and verifying savings after our projects are implemented, PASS adheres to the International Performance Measurement and Verification Protocol (IPMVP). The IPMVP is an industry standard with guidelines for baseline energy usage determination and post- project energy savings verification. Our commitment to the IPMVP standard ensures the member that savings calculation and verification will be repeatable and verifiable. When providing performance contracting services, Schneider Electric operates as a general contractor. Much of a performance contract’s success hinges on the construction management of the project. In the implementation phase of its contracts, Schneider Electric acts as a “design-build” contractor. Schneider Electric bears sole responsibility for the design, plans and specifications, construction drawings, record drawings, project scheduling, equipment procurement, construction management, start-up, acceptance inspections, punch-list development, and final acceptance inspection. Construction will begin after the acceptance of the construction documentation.






During the detailed energy analysis, the Schneider Electric Project Implementation team reviews the project requirements and determines if the previously developed schedule is appropriate. Next, the team visits the sites to collect all additional information needed to complete the design of the retrofits. If necessary, modifications to the design are made at this stage, with the agreement of our member. This teamwork between the engineering/design team and the installation team makes the project implementation a much smoother process. This type of teamwork between Schneider Electric departments is a trademark of our group. The implementation phase will begin as soon as the member approves the final project and the necessary financing is in place. As soon as possible, Schneider Electric’s construction manager will provide our member with an estimated schedule for the project and develop a schedule with the member personnel for regular progress meetings. Schneider Electric’s construction project manager will be the main point of contact during the construction phase of each project. The project manager, with help from the member’s employees, will determine how each aspect of the project will be scheduled and logistically organized. Interim inspections will be made to ensure that work conforms to the specifications, acceptability of work quality, percent of total project completion, and what payment amount is justified. Schneider Electric takes pride in completing projects on time or ahead of schedule. In many projects, we guarantee construction period savings. If we finished the project late, in these instances, or if the associated energy savings did not accrue, Schneider Electric would have to write a check to the owner. Since we get our installation team involved during the detailed energy analysis there are rarely surprises, change orders, or errors in scheduling when projects are tracked and managed with our level of detail.

Member Referrals

Our clients are our greatest advocates. Following are some quotes from our references:

“We appreciated Schneider Electric’s values; we knew they would make it right. Schneider Electric’s clients indicated trustworthy, open working relationships and this resonated with the city.” -Odis Dolton, Assistant City Manager for Finance, City of Abilene “Our district was experiencing numerous comfort complaints due to temperature inconsistency and at the same time, very high energy bills. We also knew that much of our mechanical equipment was at the end of its useful life. Unfortunately, we also had major budget constraints. The performance contract, which funds improvements with energy savings, was the best way to control our high utility charges and start upgrading our infrastructure without having to find new financial resources.” -Lucio Mendoza, Business Manager Santa Rosa ISD, TX

“The turnkey solution promised by Schneider Electric was truly turnkey in that Schneider Electric took charge of the process and led LACCD through it. This enabled the District to place the responsibilities of managing the details in the hands of Schneider Electric, freeing up our internal resources for other tasks. Because of this ability, Schneider Electric was the first ESCO to complete development and begin installation of a demand-side management project.” -Larry Eisenberg, (former) Executive Director of Facilities Planning and Development, Los Angeles Community College District

Experience across Diverse Markets in all Climates

Schneider Electric knows how to execute Energy Savings Performance Contracts in almost any market sector and in almost any environment. For 20 years, we have been working with hospitals, school districts, higher education institutions, municipalities, the federal government, and state and local governments across the United States to deliver energy and infrastructure solutions. We know energy efficiency, especially in the State of Texas.






To date, Schneider Electric has implemented over $600 Million worth of energy efficiency projects in the State of Texas alone, improving facilities for over 120 Texas school districts, several Texas universities, many Texas cities, and state agencies like the Texas Health and Human Services Commission.

An ESCO You Can Count On

Perhaps most importantly, you can rely on Schneider Electric as a trusted partner and energy solutions provider. Our personnel are qualified and trusted to work in your facilities. We are financially equipped to support an ESPC of any scope and size, rated in the top 1% by Dun & Bradstreet of our industry sector. Strong ethics, uncompromising values, and impeccable integrity are at the core of our business philosophy, so much so that we were selected as one of the World’s Most Ethical Companies from 2011 thru 2017. In our 25 years of PC experience, Schneider Electric has never been involved in litigation regarding a performance contracting project. Simply put, we keep our promises. Our true commitment is to helping you make the most of your energy. Our focus throughout this proposal will be on our overall capabilities as an ESCO and our successful history in the performance contracting market. As a part of Schneider Electric, we can bring our members a unique bundle of solutions, all under our company umbrella. Some of these unique solutions are described later in this proposal.

Member Training

When implementation is complete, Schneider Electric will verify that all energy conservation measures are functioning properly. This includes:

Verifying light levels are adequate and consistent with specifications Verification that all software is performing correctly for any energy management system installed Verifying point by point the function of all new and existing hardware points Verifying the proper functioning of all HVAC equipment, and appropriate comfort levels Identifying any additional improvement programs the facility could fund during this project

Schneider Electric offers initial training designed to enable your staff to operate and understand your new or existing building control systems. During the Detailed Audit phase of the project Schneider Electric will assess your staff capabilities and identify potential areas of additional training needed. These primary types of training include:

Energy management control systems HVAC optimization and maintenance Preventative maintenance Building system trouble shooting Building system commissioning

The type and amount of training provided is unique to each member. During the detailed audit phase of the project, our engineers and project implementation team will develop an assessment of the skill level of your facilities staff and their familiarity with the types of Energy/Water Conservation Measures being implemented by interacting with key members of that staff during the audit. This assessment, combined with input from facilities management and other appropriate parties involved in the detailed audit scope development meetings, will give us an accurate picture of what your training needs are and how we can best address those needs. Schneider Electric provides most of its training on-site when implementing projects. This not only allows us to train as many personnel as the department wishes to train, but it also allows the department’s personnel to be trained on the actual equipment that they will be maintaining.






Training for our members can also occur on-site, at our Schneider Electric Headquarters Corporate Learning Center in Carrollton, Texas (1650 West Crosby Rd; Carrollton, TX 75006), and on occasion at other equipment manufacturer’s facilities. When training occurs at Schneider Electric’s Learning Center or at another equipment manufacturer’s facilities, two or three of the department’s personnel will likely be assigned to attend the specified training. However, Schneider Electric will ensure that training manuals from off-site training will be provided to keep at the member’s site. As Schneider Electric develops the project and determines the mix of retrofits, we will determine with our member how much training is needed and how often department personnel will need to attend. On all Schneider Electric related projects, training will begin during the implementation phase of your project and continue through the measurement & verification phase of your project. The frequency of training will be continuous and ongoing throughout our member’s relationship with Schneider Electric. Monitoring and Verification of Guaranteed Savings

Once the implementation and commissioning of the project are complete, the tracking period begins. The PASS (Performance Assurance Support Services) contract provides the monitoring, measurement, verification, and ongoing support necessary to ensure that the savings are being met. The annually renewable nature of the service allows the client to end the service at any time with no “buy-out” or early termination penalty.

Schneider Electric’s Performance Assurance Support Services (PASS) department generates:

Monthly performance comparisons Quarterly savings reports Annual reconciliation reports On-line access to savings reports anytime On-line access to savings calculations methodology Calculation relating energy savings to environmental impact Conversion of energy units saved into tons of greenhouse gasses abated

When measuring and verifying post-installation energy savings, Schneider Electric adheres to the International Performance Measurement and Verification Protocol (IPMVP). The IPMVP is an industry standard with guidelines for baseline energy usage determination and post-project energy savings verification. Our commitment to this standard ensures repeatable and verifiable savings calculations and verification. On the following page, we have included a typical savings chart that indicates to our client how their project is performing. This particular chart is from Lamar University in Beaumont, Texas.






The IPMVP allows for four options for savings verification and Schneider Electric considers the value, accuracy, and risk associated with each option:






PASS employees have backgrounds in building operations, utility management, utility budgeting, lighting, energy management systems, mechanical systems, and general operation of facilities. Warranty work responsibility will pass from the project manager to Schneider Electric’s Performance Assurance Support Services (PASS) personnel at the completion of construction and will be coordinated with this group for the duration of the warranty period. Your PASS representative is always available to present and explain savings to make sure you understand them. PASS is one of the many assurances Schneider Electric provides to ensure your project savings. Due to the nature of our contracts—which differ dramatically from new construction or installation—Schneider Electric has to make sure that our projects run properly to achieve their goals of real energy savings. PASS employees have backgrounds in building operations, utility management, utility budgeting, lighting, energy management systems, mechanical systems and general operation of facilities. The group provides troubleshooting over the phone and has first-line responsibility for warranty issues on the Schneider Electric energy management system. Your PASS representative is available to present and explain savings to make sure you understand them. PASS is one of the many assurances Schneider Electric provides to guarantee your project savings. Due to the nature of our contracts—which differ dramatically based on different market—Schneider Electric has to make sure that our projects run properly to achieve their goals of real energy savings. Schneider Electric strives to make your project run properly by providing any and all training that is necessary for the department’s maintenance personnel to properly operate and maintain the installed equipment. Schneider Electric has the capability to provide a full-service maintenance contract. However, Schneider Electric does not require our members to execute these expensive maintenance contracts as a prerequisite for guaranteeing performance and savings. Please see the following excerpt from Schneider Electric’s implementation contract further outlining the services that our PASS department will provide for our members: ESCO'S Performance Assurance Support Services (PASS) group will assist Member and its facility personnel in achieving efficient operation of Member’s facilities. This effort has two primary objectives: achieving the guaranteed savings and assisting Member in maintaining functionality of the buildings and their systems. Achieving these objectives will require a partnership and communication as described below between Member’s staff and their designated representative of the PASS group. These objectives will be achieved via several means: A Designated PASS Consultant To provide support and achieve the best possible savings results, ESCO will assign an individual PASS consultant to Member. The PASS consultant provides Member with a point of contact for support and guarantee management that is involved in their project before construction is completed. The designated PASS consultant will be familiar with the project scope and M&V plans along with any unique performance goals or benchmarking efforts included in the project. A partnership between the PASS consultant and Member’s staff is vital to helping the project be successful over the long term.






Performance Assurance Functions:

MonitoringThe PASS group will monitor Member’s facilities, their systems, and their vital signs through a combination of remote and on-site efforts. These efforts will be combined with training Member’s staff during and at the conclusion of project implementation on efficient facility operation and how to use building systems to gather data on building performance characteristics and benchmarking parameters. These parameters can then be used to help identify potential problems with the mechanical, electrical, air-distribution, and other systems critical to achieving the desired building performance and guaranteed savings as well as work with the facility staff to enhance and implement energy conservation programs.

Utility AccountingBy tracking the measurements and data defined in Schedule D, PASS will measure the performance of the project’s conservation measures in accordance with the M&V approach defined in Schedule D. ReportingMember will receive performance-tracking reports via ESCO’S Resource Advisor online energy management dashboard. This report will detail current monthly savings, year to date savings, and guaranteed savings in both dollars and utility units. The reporting will also encompass environmental benefits associated with the project’s performance.

Support Services Functions:

Real-Time Technical SupportThe PASS group will provide Member with technical support, troubleshooting assistance, and operational consultation to help ensure proper performance of the project scope as defined in Schedule A and ensure that savings are achieved. ESCO and Member agree that achieving the goals and guarantees set forth for this project will require clear, consistent communication by both parties. Member can maintain communication and access support from their PASS consultant or other members of the PASS group in multiple ways.

ESCO’S PASS Line (800-274-5551 + 4 or 972-323-5300) offers support for urgent issues that arise. Live

PASS representatives answer this line during business hours (central time). In the event all representatives are busy, Member may leave a message and expect a response within 1 hour during business hours (central time). After-hours calls will be responded to within 4 hours by an on-call PASS consultant.

[email protected] is a centralized email communication portal to which all PASS consultants have access. This tool is a vehicle to obtain answers to general questions or non- urgent items.

ESCO’S eSavings energy management dashboard also provides email communication with Member’s designated PASS consultant.

In a further effort to provide responsiveness and accountability to Member’s needs, ESCO’S PASS group has developed a Member Assistance Tracking System to log Member calls and track the development of solutions to issues with building performance or savings achievement. CATS or another system will be used for these purposes.






ECM consultingShould Member experience further facility improvements, additions, new construction, or other building modification at some point in the term of this contract, ESCO’S PASS group will be available to provide guidance and recommendations on a wide variety of building attributes from system types to operational strategies and building construction types for an additional fee. Design oversight and consultation are available as well as utility master planning and capital improvement master planning. Any necessary fees for consulting beyond standard PASS agreement levels will be negotiated between Member and ESCO prior to commencement of any work. Site VisitsAs part of ensuring that Member’s staff is trained to operate the systems in a manner consistent to achieve the savings guarantee and functionality of buildings and systems, the PASS Consultant will visit the facilities as they deem appropriate. Site visits to assist in troubleshooting issues pertinent to warranty or other service will also be conducted as deemed appropriate. Ongoing trainingSavings guarantees are not achievable unless Member maintains, repairs, and operates the buildings and systems in an efficient and effective manner. Training for Member’s staff by ESCO’S project installation and PASS personnel will occur during project installation and during the guarantee period as deemed appropriate by ESCO. Training requirements beyond the scope of ESCO’S standard construction and PASS training is available with additional fees to be negotiated between Member and ESCO.

Project Financing

Schneider Electric’s Program Managers are experts in the field of finding alternative methods of financing and organizing the procurement of financing of projects for their members. For example, Schneider Electric has pioneered the financing of performance contracting projects in Texas by being the first ESCO to implement projects with financing provided by the Texas Public Finance Authority and the State Energy Conservation Office LoanSTAR program. In addition, our Program Managers also have experience in securing ARRA funding for their members, so they are aware of all of the reporting mandates related to ARRA requirements like the Davis- Bacon Act and the National Environmental Policy Act. Schneider Electric will bring this expertise when working with our members. Schneider Electric has additionally taken a lead role in financing projects using Federal Qualified Tax Credit Bonds. Through programs like Qualified School Construction Bonds, Qualified Energy Conservation Bonds, and Qualified Zone Academy Bonds, our members can take advantage of extremely low effective interest rates. Schneider Electric is very familiar with these financing methods and can lead the process for you to obtain this financing. In fact, Schneider Electric worked with the Governor’s office to release the QECB program for Texas public entities. Schneider Electric also has an extensive history in helping our members take advantage of utility rebate opportunities through performance contracts. Schneider Electric tries to help its members take advantage of a standard offer program, if it is available. To this date, Schneider Electric has helped procure more than $7,100,000 in rebate dollars for its performance contracting members. If selected for this project, Schneider Electric will work diligently to analyze any rebate opportunities for the department. Unlike many other Energy Services Companies, Schneider Electric does not charge our members or profit from the financing of performance contracts. All financing for Schneider Electric projects comes from a 3rd party. It is in Schneider Electric’s best interest to make sure that our member secures the best financing available, and we will provide all of the support that is needed to make it happen. Schneider Electric does charge a fee in securing rebate dollars associated with projects. This fee is to cover the cost of the application and measurement and verification that normally takes place when applying for the money.






Schneider Electric has gone the extra mile with members in Texas to arrange financing that best meets the needs of the organization. We have extensive knowledge of the financing markets and would gladly assist our members in securing the most attractive financial solution and applying for all potential rebate dollars. The table listed on the following page gives an overview of some of the financing programs available to our members for this project:

PROGRAM STRUCTURE PROJECTS UTILIZED

Qualified Tax Credit Bond Programs (QSCB, QECB,

QZAB)

Loan amount determined by amount allocated to entity

QSCBs already allocated; QECBs subject to $1,000 application fee to the State Bond Review Board on a first come, first served basis; QZABs apply through TEA

Interest rates typically below 2%

The term of the loan is varies per month; has typically been 15-20 years

Davis-Bacon ARRA wage regulations apply

Savings are now applied as a direct subsidy to the entity instead of a tax credit

Schneider Electric has worked extensively with tax credit bonds over the past couple of years on many projects, so we have tremendous experience in preparing the appropriate information for our member to apply. Schneider Electric has implemented the following projects utilizing Qualified Tax Credit Bonds: Liberty Hill ISD Bandera ISD Valley View ISD Brazosport ISD Montgomery County, Alabama

State Energy

Conservation Office LoanSTAR Program

3% Interest rate 10 year simple payback

maximum No interest charged during

construction Revolving Loan program

administered by SECO

Schneider Electric was the first ESCO to use this program

Graham ISD-first project Other Texas K-12 projects Texas Health and Human Services

Commission

Tax Free Municipal Lease Purchase

Most common financing vehicle used by ESCOs

5+% interest rate 20 year maximum term

beginning after construction Flexible structures available

Texas Woman’s University Corpus Christi ISD Majority of K-12 and other city/county

projects

Utility Standard Offer Incentives

IOU Standard Offer Programs

(SOPs) rebate $/kWh and demand.

Many rules governed by PUC Similar Application processes

between different IOU’s Different $ available by IOU

and by program year

Schneider Electric has obtained over $2 million in SOP rebate dollars for Texas clients Schneider Electric applies for SOP rebate

dollars on every project where it is available. Schneider Electric utilizes all rebate dollars

to buy down project costs. Schneider Electric has open book policy

regarding SOP rebates UNTHSC, Austin State Hospital & State

School, TWU and others Schneider Electric will assist our members with the application process for any of the above financing options. Typically, the application process will occur while Schneider is developing the project in order to save time and keep the development moving. Schneider will also assist in providing all relevant construction documentation for State and Federal approval of funding.






ARRA Specific Experience

Schneider Electric is currently under contract with multiple clients that are utilizing various programs within the American Recovery and Reinvestment Act (ARRA) funding for performance-based contracts; these funding programs most commonly include: Energy Efficiency & Conservation Block Grants (EECBG), State Education Program (SEP), and/or Qualified School Construction Bonds (QSCB). This client list includes, but is not limited to:

Bandera Independent School District (ISD), Texas Biloxi Public Schools, Mississippi Brazosport ISD, Texas Buena Vista City Public Schools, Virginia City of Abilene, Texas (Phase 2) City of Houston – Hobby Center, Texas City of Houston, Texas (Phase 2) Cranberry Area School District, Pennsylvania Hiram G. Andrews Center, Pennsylvania (Phase 4) Liberty Hill ISD, Texas Mahanoy Area School District, Pennsylvania Marceline R-V School District, Missouri North Little Rock School District, Arkansas Panther Valley School District, Pennsylvania Piedmont City Schools, Alabama Prince William County Government, Virginia Roanoke City Schools, Alabama Shelby County Government, Alabama U.S. General Services Administration – Region 7 (Federal) U.S. Navy – Southeast Region (Federal) U.S. Navy – Northwest Region (Federal) Valley View ISD, Texas

Schneider Electric has developed multiple processes necessary to remain compliant when working with ARRA- funded projects. First and foremost, the Davis-Bacon Act and the Buy American Provisions are two items that can have a significant impact on the procurement of a project and can cost the client and/or contractor if not adhered to correctly. Schneider Electric has had significant experience in following these provisions during the development, installation, and post-construction phases of a project. There are also ongoing federal reporting requirements that require weekly, monthly, and quarterly reporting; some of these requirements include weekly wage reporting for the Davis-Bacon Act and quarterly Federal reporting on Form 1512. In addition, Schneider Electric has already developed the necessary reporting tools and brings a tremendous amount of experience to our members; this will equate to a more seamless installation period and a reduction in the hours spent on ARRA paperwork. The Savings Guarantee

Schneider Electric will adhere to International Performance Measurement and Verification Protocol (IPMVP). This approach eliminates uncertainty in energy savings, because we simply look at energy use before vs. energy after a project. The IPMVP Manual can be downloaded from the Department of Energy website in PDF format. Upon request, we will email the file to you. Metrix™ Utility Accounting System will be used for tracking and generating savings reports. Furthermore, Schneider Electric has subscribed to Accu-Data®, the real-time, interactive total weather database from Accu-Weather, Inc., the world’s leading commercial weather service. This will provide weather information from the closest North American Hourly/Special Surface Observation Site.






Schneider Electric accounts f o r two types of savings during a performance contract: energy units and dollar savings. The energy savings realized by our members during a given month are calculated by subtracting the current month’s amount of energy consumption from the corresponding baseline month’s energy consumption. The dollar savings are calculated by first applying the current utility rate to the current month’s energy. The same rate is then applied to the base month’s energy. Finally, savings figures are obtained by subtracting current dollars from base dollars. It is extremely important to note that calculations are based on real rates that you pay to your electric and gas company. Savings calculations are performed separately for natural gas and electricity, and are added together to give the total energy cost savings during that month. Financial Guarantees

There are two steps to determining the effects of a performance contracting project. The first is to establish a “baseline” energy usage for each utility meter. Measuring the savings that occur is done by tracking the difference between the baseline energy usage and the energy usage that occurs after the project is implemented. The process of tracking this difference is commonly referred to as measurement and verification (M&V). Different methods of initial savings potential calculation and savings verification are used by different ESCO’s. In general:

Savings = Baseline Energy Use - Post-Installation Energy Use Since energy use at a facility is rarely if ever constant, another way to look at the definition of M&V is comparing post-installation energy use with what the facility would have used if the ECMs had not been installed. The equitable and accurate way to calculate initial energy savings potential is to develop a spreadsheet, which duplicates your utility’s rate structure and billing calculations on a meter-by-meter basis. This is the approach Schneider Electric uses during the detailed audit phase of every project we implement. Duplicating your utility’s actual billing calculations is critical because, depending upon the rate structure, a kilowatt-hour of electricity saved may be worth different amounts of money depending upon when and where it is saved. Then, once Schneider Electric’s engineers have determined what the energy consumption will be for each meter after we implement each ECM, the resulting energy consumption can be entered into your appropriate utility rate sheet to calculate what the utility bill will be after the ECM is implemented. The difference between the before or “baseline” bill and the after bill is the dollar value of the calculated energy savings for that meter. Using an “assumed” constant value for each kWh of energy saved, as many ESCOs do, overstates the true value of the energy saved. This creates a disparity between the amount of savings the ESCO claims to have achieved and the amount of savings our members’ facilities would actually realize. Following project implementation, Schneider Electric’s performance assurance support services (PASS) department takes over the project throughout the guarantee period. Schneider Electric is one of the few companies to maintain a department whose sole responsibility is the measurement and verification of savings.






When measuring and verifying energy savings, Schneider Electric adheres to the International Performance Measurement and Verification Protocol (IPMVP), the IPMVP is an industry standard with guidelines for baseline energy usage determination and post-project energy savings verification. Our commitment to this standard ensures our members that savings calculation and verification will be repeatable and verifiable. The IPMVP allows for four (4) options for savings verification. They are:

M&V Option Savings Calculation Method

Option A: Focuses on physical assessment of equipment changes to ensure the installation is to specification. Key performance factors (e.g. lighting wattage or chiller efficiency) are determined with spot or short-term measurements and operational factors (e.g., lighting operating hours or cooling ton-hours) are stipulated based on analysis of historical data or spot/short-term measurements. Performance factors and proper operation are measured or checked annually. Engineering calculations using spot or short-term measurements, computer simulations, and/or historical data may be used. Option B: Savings are determined after project completion by short-term or continuous measurements taken throughout the term of the contract at the device or system level. Both performance and operations factors are monitored. Engineering calculations using metered data. Option C: After project completion, savings are determined at the “whole-building” or facility meter level using current year and historical utility meter or sub-meter data. Analysis of utility meter (or sub-meter) data using techniques from simple comparison to multivariate (hourly or monthly) regression analysis. Option D: Savings are determined through simulation of facility components and/or the whole facility. Calibrated energy simulation/modeling; calibrated with hourly or monthly utility billing data and/or end-use metering. Most building applications call for the use of Option C, the “whole-building” or meter-by-meter approach. We believe in guaranteeing savings in this manner because that is how you pay your utility bill, meter by meter. When characteristics of a particular building or system warrant, we may use one of the other options. The Schneider Electric contract contains specific information about financial guarantees. Following is an excerpt from the contract: In the event the Actual Savings are less than the amount stated above, ESCO may, at its sole option, either pay Member the net present value of the series of annual savings reconciliations at 5 % interest rate, each calculated as the difference between the Annual Savings Guarantee and the Actual Savings amount for the corresponding twelve (12) months, calculated as shown herein, or ESCO may elect to pay only for the savings shortfall to date and extend the measurement period for twelve (12) months at no cost to Member. ESCO will make payments for any savings shortfall to Member within thirty (30) days of that year's Savings Reconciliation. At the end of this extended measurement period, ESCO will again determine the savings for the remaining guarantee periods using the methodology as set forth in Schedule D and will again choose to reconcile any shortfalls with the same options presented at the conclusion of the initial measurement period. ESCO will make payments for any savings shortfalls to Member within thirty (30) days of the Savings Reconciliation.

-OR- In the event the Actual Savings are less than the Guaranteed Savings for the corresponding twelve (12) months, ESCO will pay Member the difference between the Annual Savings Guarantee and the Actual Savings for the corresponding twelve (12) months. ESCO will make payments for any savings shortfall to Member within thirty (30) days of that year's Savings Reconciliation. In the event that there are any Excess Savings, such Excess Savings shall be used to offset any payments made by ESCO with respect to any shortfall.






Schneider Electric Energy Solutions honors a lump sum, fixed price for the defined scope of work, following a Detailed Energy Audit report performed by Schneider Electric. Additionally, we offer a bid bond and a performance and payment bond.

Risk Mitigating Strategies

Schneider Electric guarantees energy savings based on actual unit costs. Many companies use an average or blended cost derived from dividing total kWh by total dollars. This approach ignores the effect of demand charges and tends to overstate savings. Schneider Electric believes in calculating savings the same way you are charged for usage. Schneider Electric includes baselines in our contracts, as well as any calculations needed to adjust the baseline. All calculations are based on ASHRAE formulas and national weather service data. We also include a measurement and verification plan developed during the detailed audit. This M&V plan follows the IPMVP standard for measuring and documenting post retrofit energy savings. Schneider Electric assumes the risk associated with performance contracting and achieving guaranteed savings, assuming the system is operated as designed and no modifications are made without approval and agreement by both parties. If Schneider Electric should fail to meet the guaranteed energy savings, we will write a check in the amount of the savings shortfall to the member. Schneider Electric also offers over a decade of experience with projects both large and small where our members have received exactly what we promised them. This spotless history, in and of itself, is the best way to reduce risk for our members. Past performance is the best indicator of future expectations. Frequency of Reconciliation Schneider Electric will reconcile energy savings once per year. The section of the Schneider Electric contract that pertains to reconciliation is located in Schedule C of the Schneider Electric Energy Services Contract. Repayment of Missed Savings

In the event of missed savings, Schneider Electric will begin the process of repayment. Schneider Electric will first try to understand why the shortfall has occurred. Because Schneider Electric is continuously monitoring the member’s usage, a lot of this research is done before the end of the anniversary of the Savings Guarantee Commencement Date. If it is determined that the shortfall has occurred because of a deviation from the original contract, i.e. – not using the schedules outlined in the contract, adding square footage to a meter being monitored without notifying Schneider Electric, not using the set-points set forth in the contract, etc. – then adjustments to the savings figure are made. If a shortfall still remains after adjustment, Schneider Electric will write a check for the adjusted amount. If it is determined that the shortfall is through no deviation of the original contract then a check will be cut for the full difference. Payments for any savings shortfall will be made by Schneider Electric to our member within 30 days of that year's annual Guaranteed Savings Reconciliation. Treatment of “Operational” (non-utility) savings as they pertain to the guarantee One of the aspects of Schneider Electric’s approach to performance contracting that differentiates us from most companies is our attitude toward using “operational” savings as guaranteed savings. One of the results of entering a guaranteed energy savings partnership with Schneider Electric is the installation of various pieces of new mechanical, lighting, and control system equipment. The effect of replacing old equipment with new or using new equipment to automate processes previously performed manually is an improvement in the efficiency of the member’s facility maintenance department. While this efficiency improvement results in some sort of savings to the member, this “operational” savings is in many cases not quantifiable or verifiable and therefore, should






not be used as guaranteed savings. Schneider Electric believes in using only savings which are real and verifiable to document projects. Any non-energy savings included in a savings guarantee add risk to the member and increase the potential for financial shortfalls in future years. In most instances, “operational” savings add more risk than value to the project. In some instances it may be appropriate to guarantee some type of operational savings. If this is done, those “savings” must be thoroughly understood and quantitatively agreed upon by the member and Schneider Electric to avoid financial shortfalls in future years of the guarantee. Any situations that would void the guarantee In order to monitor and verify the guarantee, the Performance Assurance Support Services (PASS) Contract must be renewed on a yearly basis. If the member chooses not to renew PASS, then it is impossible for Schneider Electric to monitor and verify savings, thus voiding the guarantee. If measured specific guarantees are or are not used, explain how and to what extent Measured Specific Guarantee - Option B (IPMVP): Engineering calculations using metered data. - Savings are determined after project completion by short-term or continuous measurements taken throughout the term of the contract at the device or system level. Both performance and operations factors are monitored. Again, Schneider Electric typically uses Option C, the “whole-building” or meter-by-meter approach because most energy savings applications will require this option in order to best verify the savings for the member. We believe in guaranteeing savings in this manner because that is how you pay your utility bill, meter by meter. When characteristics of a particular building or system warrant, we may use a measured specific guarantee. Schneider Electric typically will only use a measured specific guarantee if there is only one energy conservation measure being installed. For example: If the member performed a classroom lighting retrofit at its schools, it would be advantageous to use a measured specific guarantee. The cost of doing whole meter measurement on this type of retrofit would be difficult and costly. When looking at a facility with multiple energy conservation measures, using a measured specific guarantee could put the member at risk. Measuring each ECM (Energy Conservation Measure) without taking into consideration the interaction between multiple ECMs might inflate the savings. For example: During this project, a lighting retrofit and HVAC improvements are implemented at the member’s facilities. If a measured specific guarantee is used, the numbers will reflect the savings attributed from each ECM independently. The problem that exists is that the measured specific guarantee does not take into account the interaction between the two ECMs. For instance, if a lighting retrofit is performed, it removes heat load from the building. What effect will that have on the cooling capacity needed to cool the building? What effect will the retrofit have on the ability of the current heating system to heat the building during winter months considering the loss in heat load due to the lighting retrofit? Studying how ECMs interact and affect each other is crucial to avoiding comfort and equipment problems after the project is implemented. It also will protect the member against inflated savings, which might put the member at risk. If stipulated savings are to be used, explain how and to what extent

When an ESCO and a performance contracting member agree to use stipulated savings, this means that both parties agree that such savings will be assumed to occur in the contract and will not be tracked by the ESCO during the guarantee period of the project. When savings are stipulated, the risk for achieving the savings moves from the ESCO to the member. As stated above, when operational or maintenance savings are used in a performance contract, those O&M savings are agreed upon by the member and stipulated in the contract, so these savings must be thoroughly understood and quantitatively agreed upon by the ESCO and the member. Beware of ESCOs that attempt to build a large percentage of their projects around O&M savings, as these savings are typically stipulated. Part of Schneider Electric’s unparalleled success in Texas comes as a result of our efforts to build projects around savings that are real and verifiable to our members. This means having a savings guarantee that is NOT built around stipulated savings, using stipulated savings as a small percentage of overall savings and on a limited basis, and






using them when it makes sense from an M&V or financial perspective. Schneider Electric’s most common examples of stipulated savings include stipulating energy or water savings when it is not cost effective to the member to track the savings from the electric or water meter and stipulating small amounts of material savings associated with equipment upgrades.






Tab 5. References (Appendix F) Provide a minimum of ten (10) customer references for product and/or services of similar scope dating within the past three (3) years. Please try to provide an equal number of references for K12, Higher Education and City/County entities. Provide the following information for each reference:

Entity Name Contact Name and Title City and State Phone Number Years Serviced Description of Services Annual Volume

Schneider Electric has proven experience in working with Government, Municipalities and Texas K-12 school districts to maximize energy efficiency and performance. Our building solutions are designed for economy, operational efficiency and the flexibility to address future needs. We have always worked with both large and small projects, to find the best solution for their individual situation, and we can provide an extensive reference base demonstrating our success, as demonstrated below.






As requested, , below is a list of ten (10) customer references for Schneider Electric that have procured energy & sustainability solutions in the past three (3) years. Details of the solutions provided to each entity can be found in the reference sheets on the pages that follow. Matt Lombardo can be contacted for further information, if desired. K12

Commerce ISD Gunter ISD White Oak ISD

Higher Education

TAMIU UNT

City

City of Clute City of Abilene City of Houston

County

Fort Bend County Dallas County



[ Municipality ]

Comprehensive Utility Conservation Project

To improve operations, security, comfort and energy efficiency, the City of Abilene implemented $9 million in facility enhancements at 34 buildings comprising approximately 860,000 square feet. As a part of a performance contract, Schneider Electric guarantees that the City of Abilene will reduce its utility costs enough to save more than $12 million during the next 15 years. The City followed up with this project with a second phase of work encompassing their City Civic and Convention Center. Through this partnership, the City has propelled green initiatives, in part by implementing numerous energy conservation measures (ECMs) at its facilities, taking a significant step toward sustainability. Environmental Impact: Throughout the 15-year guarantee period, the reduction in electricity usage will:

prevent 2.8 million pounds of carbon from entering the atmosphere

avoid 10 million pounds of CO2 pollution reduce SO pollution by 88,000 pounds lower NO gas emissions by 38,000 pounds

This is equivalent to planting almost 129,000 trees, enough to cover 1,200 acres, or removing 871 cars from area roads.

Project at a Glance Project Location:

Abilene, TX

Project Cost:

Phase I: $9,064,417 Phase II: $1,507,985

Annual Savings:

Phase I: $692,372

Scope of Work:

Mechanical Replacements Building automation system High efficiency lighting technologies Intensive capital upgrades Boiler, air handler, and other HVAC

renovations On-going training during project

implementation and beyond Long-term plan for renewable energy Role of the Responder: Energy Services Company

Construction Dates:

Phase I: Sep. 2008 – May 2010 Phase II: Oct. 2012 – June 2013

Project Term: Phase I: 15 Years

Project Beginning and End dates: Phase I: 2008-2023

Contact Information:

Odis Dolton, Assistant Director of Neighborhood Services P.O. Box 60 555 Walnut Street Abilene, TX 79604-0060 Phone: (325) 676-6496 Fax: (325) 676-6285 [email protected]

City of Abilene, Texas



[ Municipality ]

City-Wide Energy Efficiency Project

Preparing for impending growth anticipated in the area, the City of Clute

partnered with Schneider Electric for a city‐wide water meter replacement as

well as lighting upgrades in the buildings, traffic signals and parking lots. The

new Sensus Automatic Meter Reading system includes complete waste water

treatment rebuild and building controls for better scheduling.

Self‐funding, bringing the wastewater treatment plant up to expected

performance levels, the City will realize $250k per year in lost water revenue

that will be generated by the new water meters.

The benefits of this project include:

Increased water revenue

Increased water meter accuracy

Significantly reduced labor associated with manual reading of water meters

Reduced maintenance costs (fuel, tires, etc) associated with manual reading of water meters

Reduced cost of replacing water meters “The City of Clute is extremely excited to partner with Schneider Electric on

three energy savings projects for our city. Through the process of working with

Schneider Electric, including the audit and design processes, they have been

professional, knowledgeable and extremely customer focused. Their team of

engineers, financial and customer representatives has provided us with first

rate information to make the proper decisions for our citizens. We would

highly recommend their services.”

Gary Beverly

Clute City Manager


Clute, TX

Project Cost:

$5,641,234

Annual Savings:

$387,109

Scope of Work:

Sensus AMI Water Meter System Blower and Electrical Upgrade Aeration Equipment Air Transmission Pipe Lighting Upgrade Role of the Responder: Energy Services Company

Construction Dates:

Aug. 2013 – Aug. 2014

Project Term: 15 Years

Project Beginning and End dates: 2014-2029


Gary Beverly City Manager (979) 265-2541 108 East Main Street Clute, TX 77531

City of Clute, Texas



[ Municipality ]

Project Description

As a participant in the Clinton Climate Initiative Building Retrofit Program the City of Houston selected 271 buildings, containing 11 million square feet, in a variety of ages, sizes and configurations – from high-rise offices to single story structures – that are candidates for performance contracting. For the first phase, the city of Houston selected Schneider Electric to perform work on seven municipal buildings containing 1.2 million square feet. For the second phase the city of Houston launched an ambitious $23 million project with Schneider Electric designed to improve energy efficiency, operations and comfort in 19 city facilities. In this phase, Schneider Electric is implementing numerous energy conservation measures (ECMs) in facilities that include Houston’s City Hall Building, Municipal Courts, Police Headquarters and Academy, water purification plant, and two branch libraries, measuring 1,649,000 square feet in total. These include central plant improvements, adding or updating building management systems, installing cutting edge HVAC equipment, retrofitting existing lighting fixtures to new, efficient fixtures, adding lighting controls, and installing new, water-saving plumbing fixtures. The Clinton Climate Initiative (CCI) was created to advance solutions to the issues driving climate change. The CCI Building Retrofit program brings together many of the world’s largest cities, energy service firms and financial institutions in a landmark effort to reduce energy consumption in existing building.


Houston, TX

Project Cost:

Phase I - $9,664,360 Phase II - $23,148,172 Phase III - $8,234,709

Annual Savings:

Phase I - $719,513 Phase II- $1,798,904 Phase III - $548,121

Scope of Work:

Central plant redesign and replacements in 7 buildings EMS upgrades System recommissioning HVAC replacements/upgrades AHU Variable Volume upgrades Water conservation Lighting retrofits Motion Sensor Installation IT Computer Room HVAC Role of the Responder: Energy Services Company

Construction Dates:

Multiple

Project Term: Multiple

Project Beginning and End dates: 2015 - 2030


Ja'nice Thigpen Sparks Deputy Assistant Director / CFO (832) 393-8030 900 Bagby Houston, TX 77002

City of Houston, Texas



[ Municipality ]

Project Description

Dallas County and Schneider Electric partnered to implement a countywide energy efficient project which will generate over $73 million in savings over 20 years, enough to fund 100% of the project and put money back into the County’s budget at no cost to taxpayers. This project will also reduce utility costs by 31% which is equivalent to removing over 500,000 tons of carbon dioxide from the atmosphere or removing 85,000 cars from the roads or planting 125,000 acres of new trees. This program garnered nearly $500,000 in total collective utility rebates from utility companies and tax credits. Phase 1A addressed critical controls needs at Frank Crowley Courts for $3.5M. Phase 1B provided efficiency upgrades to the downtown complex for $11.3M. Phase 2 provided $22M in efficiency and infrastructure upgrades to the Lew Sterrett Jail Complex. Phase 3 provided $7.3M in upgrades to the Health and Human Services complex and Henry Wade Juvenile Justice Complex. Phase 4 upgraded smaller buildings within the County for $7M. Phase 2C is underway at present in the Lew Sterrett Jail, providing $18.2M in electrical infrastructure (panels, transformers, diesel generator), refrigeration upgrades, and HVAC upgrades. The entire project total with all combined projects is over $69M.

“Since we are trading the money that we are spending on utilities to complete the work, our citizens are not burdened with a tax increase.” – Judge Clay Jenkins, Dallas County Judge


Dallas, TX

Project Cost:

$69M+ in multiple phases

Annual Savings:

$4.5M via multiple phases

Scope of Work:

Lighting and Lighting Control Upgrades Plumbing Improvements (including prison toilet, sink, shower controls) Mechanical Upgrades and Replacements

o Chillers o Air Handlers o Boilers o DX Rooftop and Split Systems

Electrical Infrastructure Upgrades o Distribution Panels o Transformers o Automatic Transfer Switches

Refrigeration Upgrades Controls Upgrades and additions Diesel generator installation Role of the Responder: Energy Services Company

Construction Dates:

Multiple (2011 – ongoing)


Project Beginning and End dates: 2011 – 2035


Jonathon Bazan, Asst. County Administrator George Allen Courts Building 600 Commerce Street Dallas, Texas 75203 Phone: (214) 653-6490 Email: [email protected]

Dallas County, Texas



[ Municipality ]

Comprehensive Utility Conservation Project

The scope of this project included an I/NET 7700 energy management system, direct digital control of the Travis Building, Jane Long Annex, George Memorial Library and the County Courthouse. The I/NET system was also installed in seven other county facilities. Schneider Electric made needed replacements of the county’s mechanical equipment, including two 170-ton chillers, condenser coils and cooling towers. The county also received power factor correction in all eleven buildings retrofitted.

“To us, it is simple: We can pay the utility company or use those same dollars to buy improvements for our facilities at no cost to our taxpayers."

Gilbert Jalomo Purchasing Agent Fort Bend County


Richmond, TX

Project Cost:

$1,479,373

Annual Savings:

$176,602

Scope of Work:

Lighting retrofit

Energy management system

Power factor correction

Replacement of chillers, condensers & cooling towers

Role of the Responder: Energy Services Company

Construction Dates:

Oct. 1997 – June 1998




Gilbert Jalomo, Jr. Purchasing Agent (281) 341-8640 Jane Long Annex 500 Liberty St., #103 Richmond, TX 77469

Fort Bend County, Texas



[ K-12 Education ]

Project Description

Gunter ISD is preparing for substantial student growth in the next 5 to 10 years. The District’s leadership team has a vision of being financially stable with facilities capable of providing a quality learning environment. By partnering with Schneider Electric, Gunter ISD will achieve this vision by eliminating volatile capital expenses and making needed equipment improvements with 20 years of guaranteed savings. With limited resources, the Gunter ISD leadership team was constantly being pulled away from their mission of delivering an exception education to instead having to focus time and funds on unexpected HVAC equipment failures at the High School and Middle School. The District also had an obsolete building automation system that was difficult to use, no longer supported by the manufacturer, and did not provide control of the Middle School. To resolve these issues in a cost-effective manner, Gunter ISD partnered with Schneider Electric to implement a comprehensive solution that included utility conservation measures (UCMs) such as district-wide LED lighting retrofits, utility meter consolidation, and installing a modernized, more efficient building automation system at all schools. The energy conservation measures provide the District with utility and maintenance savings guaranteed by Schneider Electric that would not only pay for implementing each solution but also for replacing all the HVAC equipment at the end of useful life in this project. As Superintendent Dr. Jill Siler described, this was “an immediate solution to long-term challenges.”

Project at a Glance Type of Project:

Performance Contract Project Location:

Gunter, TX

Project Cost:

$1,507,580 Annual Savings:

$112,564 Scope of Work:

Replacing failing HVAC equipment at Middle School and High School

New district-wide building automation system (BAS)

District-wide LED lighting retrofits Utility meter consolidation Role of the Responder: Energy Services Company

Construction Dates:

March 2016 – March 2017




Dr. Jill Siler Superintendent 903-433-4750 210 N. 8th Street P.O. Box 109 Gunter, TX 75058-0109

Gunter Independent School District



[ Higher Education ]

Project Description

Schneider Electric was selected as one of four approved ESCO providers through a Texas A&M University (TAMU) System-wide RFQ selection process in 2015. Each TAMU campus is provided the opportunity to have the approved ESCOs compete for selection through their own selection process. To date, Schneider Electric has been selected at two campuses (Texas A&M International University and Texas A&M Kingsville). We are currently under investment grade audit contracts with each entity, working in partnership to develop energy retrofit programs tailored to their unique campus needs. We expect to be in implementation phase in late 2017 at Texas A&M International and by mid 2018 at Texas A&M Kingsville.


Laredo, TX Kingsville, TX

Project Cost:

TBD

Annual Savings:

TBD

Scope of Work:

Under Development Role of the Responder: Energy Services Company

Construction Dates:

Under Development

Project Term: TBD

Project Beginning and End dates: 2017 - TBD

Contact Information: Trevor C Liddle Associate Vice President Texas A&M International University [email protected] Rick Sunday Utilities & Energy Engineer Texas A&M – Kingsville [email protected]

Texas A&M University



[ Higher Education ]

Project Description

Schneider Electric is implementing a $42.4 million performance contracting project from the University of North Texas (UNT) to improve energy efficiency, operations, reliability and comfort in 5.4 million square feet of the university’s main campus facilities. When installation is complete in December 2013, Schneider Electric guarantees UNT will save more than $64 million over the duration of the 20-year contract, cutting energy costs by 17 percent and reducing water usage by 15 percent on campus. This new project follows a proven 10-year partnership between Schneider Electric and UNT on an earlier performance contract that saved $13.8 million over 10 years. Located just north of the Dallas/Fort Worth metropolitan area, UNT serves 30,000 students throughout its sprawling campus. Schneider Electric will implement numerous energy conservation measures (ECMs) to 93 facilities including replacement and expansion of the existing chilled water distribution system, which will serve 39 buildings when it is complete. As part of this project, UNT and Schneider Electric will partner in the creation of a campus energy tracking effort accomplished through extensive submetering of buildings on campus. Data from the building energy usage will be displayed on a public website linked to the UNT homepage, enabling Schneider Electric and UNT to be proactive in managing energy usage on campus in a real-time environment.


Denton, TX

Project Cost:

$42,386,339

Annual Savings:

$3,032,263

Scope of Work:

Replacement of existing chilled water distribution system Motion sensors Plumbing fixture upgrades Electrical power quality upgrades Electronic building automation HVAC upgrades PC Power Management Role of the Responder: Energy Services Company

Construction Dates:

July 2010 – August 2013


Project Beginning and End dates: 2013 - 2033


Randy Fite, Director of Facilities Maintenance 940-565-3992 1155 Union Circle Denton, TX 76203-5017




[ K-12 Education ]

Project Description

White Oak ISD has a mission of making continuous improvements and having the finest educational facilities. Challenges included failing boilers and chillers, poorly performing controls, inefficient lighting, and high utility costs. To resolve these issues, the District entered into a partnership with Schneider Electric focused on improving the learning environment, minimizing costs, and modernizing infrastructure district-wide. In the Phase 1 project installed in 2008, Schneider Electric resolved White Oak ISD’s facility challenges by implementing several utility conservation measures (UCMs). Mechanical system upgrades were made at the Elementary School including installation of two new boilers, two new chillers, and new pumps. Several air handlers were also retrofitted. To optimize the use and maintenance of facilities and equipment district-wide a building automation system (BAS) was installed. Through the new BAS, facility operators can monitor, control and troubleshoot all the various mechanical systems remotely. Finally, new high-efficiency indoor lighting was installed to lower utility expenses while improving the classroom environment. All these improvements were funded by guaranteed energy savings generated through the partnership with Schneider Electric. The resulting benefits to the district were minimized costs and long-term financial stability. When installation was completed, the White Oak ISD Maintenance Team and Schneider Electric ongoing support engineers partnered to continually optimize operations and achieve savings 31% over the guarantee. With the success of the ongoing partnership, in 2015 White Oak ISD elected to do a Phase 2 project with Schneider Electric to make additional efficiency upgrades district-wide, as well as replace failing equipment at the High School and Middle School. This included installing two new chillers, a new cooling tower, new pumps, and replacing several rooftop units at the High School. Outdoor lighting was retrofitted district-wide with efficient, low-maintenance LEDs. The Phase 2 project was customized to meet White Oak ISD’s long-term facility plan and the District’s vision.

Project at a Glance Type of Project:

Performance Contract Project Location:

White Oak, TX Project Cost:

Phase 1: $1,875,497 Phase 2: $2,580,276 Annual Savings:

Phases 1 & 2: $248,766 Scope of Work:

Phase 1 Elementary HVAC Equipment Overhaul New electrical safety equipment New district-wide Building Automation

System (BAS) High-efficiency indoor lighting Phase 2 HS/MS HVAC Equipment Overhaul Electrical Equipment replacement Outdoor LED lighting retrofits Role of the Responder: Energy Services Company Construction Dates:

November 2015 – November 2016 Project Term: Phase 1: 15 Years Phase 2: 18 Years Project Beginning and End dates: Phase 1: July 2008 – August 2009 Phase 2: August 2015 – August 2016 Contact Information:

Michael Gilbert, Superintendent Kenny Corbell, Director of Auxiliary Services 200 S. White Oak Rd. White Oak, TX 75693 903-291-2201

White Oak Independent School District





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Tab 6. Pricing (Appendix C) Electronic Price Lists

• Offerors must submit products, services, warranties, etc. in price list.

• Prices listed will be used to establish the extent of a manufacturer’s product lines, services, warranties, etc. that are available from a particular offeror and the pricing per item.

• Services such as installation, delivery, tech support, training, and other services must be priced or listed as free in order to be offered on the contract. Unlisted services will not be accepted.

•Electronic price lists must contain the following: (if applicable)

•Manufacturer part #

•Vendor part # (if different from manufacturer part #)

•Description

•Manufacturers Suggested List Price and Net Price

•Net price to Region 4 ESC (including freight)

•Media submitted for price list must include the Offerors’ company name, name of the solicitation, and date on a Flash Drive (i.e. Pin or Jump Drives).

•Please submit price lists and/or catalogs in electronic form only.

Not to Exceed Pricing

•Region 4 ESC requests pricing be submitted as not to exceed for any participating entity.

•Unlike fixed pricing the awarded vendor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted for solicitation.

•Vendor must allow for lower pricing to be available for similar product and service purchases.

Summary of Pricing

As Schneider Electric Buildings Americas, Inc. provides Energy Savings Performance Contracts (ESPCs), the price of projects depends in large part to the customized solutions requested by our clients. When building those solutions for clients that procure us through TCPN, we do offer discounts off the list price for labor and parts that come directly from Schneider Electric. Often, Schneider Electric Buildings Americas, Inc. acts as the general contractor in designing and delivering solutions which requires helping select and manage subcontractors. Our focus as a general contractor is to always negotiate with client-selected subcontractors to help our clients get the best price and the level of quality desired. Pricing for Parts

In an ESPC, our clients have the option of purchasing Schneider Electric building automation software and hardware. For clients who procure Schneider Electric through TCPN, they will receive an average 45% discount on all building automation software and hardware. As the parts list is extensive, we have not included it in this response but will provide it upon request.





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Pricing Breakout Labor

Below is a table listing the discounted labor rates we will provide clients who purchase energy savings performance contracts through TCPN:





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Warranties Provided

As requested on the Evaluation Questionnaire, Schneider Electric is providing details on the warranty information. This is also described in Tab 4. Once the implementation and commissioning of the project are complete, the tracking period begins. The PASS (Performance Assurance Support Services) contract provides the monitoring, measurement, verification, and ongoing support necessary to ensure that the savings are being met. Warranty work responsibility will pass from the project manager to the Schneider Electric’s Performance Assurance Support Services (PASS) personnel at the completion of construction and will be coordinated with this group for the duration of the warranty period. Warranties related to our performance contracting projects will vary based upon the specific equipment that is installed as a part of the project. It is part of our PASS department’s responsibility to ensure that all manufacturer warranties that are part of our projects are honored. PASS representatives are always available to present and explain savings to make sure you understand them. PASS is one of the many assurances Schneider Electric provides to ensure your project savings. Due to the nature of our contracts—which differ dramatically from new construction or installation— Schneider Electric has to make sure that our projects run properly to achieve their goals of real energy savings. PASS employees have backgrounds in building operations, utility management, utility budgeting, lighting, energy management systems, mechanical systems and general operation of facilities. The group provides troubleshooting over the phone and has first-line responsibility for warranty issues on the Schneider Electric energy management system. PASS representatives are available to present and explain savings to make sure you understand them. PASS is one of the many assurances Schneider Electric provides to guarantee your project savings. Due to the nature of our contracts—which differ dramatically based on different market—Schneider Electric has to make sure that our projects run properly to achieve their goals of real energy savings. Schneider Electric strives to make your project run properly by providing any and all training that is necessary for the department’s maintenance personnel to properly operate and maintain the installed equipment. Funding Incentives

Schneider Electric’s Program Managers are experts in the field of finding alternative methods of financing and organizing the procurement of financing of projects for their customers. For example, Schneider Electric has pioneered the financing of performance contracting projects in Texas by being the first ESCO to implement projects with financing provided by the Texas Public Finance Authority and the State Energy Conservation Office LoanSTAR program. In addition, Schneider Electric also has experience in securing ARRA funding for their customers (the City of Abilene, Texas, in particular), so they are aware of all of the reporting mandates related to ARRA requirements like the Davis-Bacon Act and the National Environmental Policy Act. Schneider Electric will bring this expertise when working with TCPN members. For TCPN members, Schneider Electric will work very quickly to determine the availability of alternative financing and present it to the district. Schneider Electric has additionally taken a lead role in financing projects using Federal Qualified Tax Credit Bonds. Through programs like Qualified School Construction Bonds, Qualified Energy Conservation Bonds, and Qualified Zone Academy Bonds, TCPN members can take advantage of extremely low effective interest rates. Schneider Electric is very familiar with these financing methods and can lead the process for you to obtain this financing. In fact, Schneider Electric worked with the Governor’s office to release the QECB program for Texas public entities.





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Schneider Electric also has an extensive history in helping our customers take advantage of utility rebate opportunities through performance contracts. Schneider Electric tries to help its customers take advantage of a standard offer program, if it is available. To this date, Schneider Electric has helped procure more than $7,100,000 in rebate dollars for its performance contracting customers. If selected for this project, Schneider Electric will work diligently to analyze any rebate opportunities for the department. Unlike many other Energy Services Companies, Schneider Electric does not charge our customers or profit from the financing of performance contracts. All financing for Schneider Electric projects comes from a 3rd party. It is in Schneider Electric’s best interest to make sure that TCPN members secures the best financing available, and we will provide all the support that is needed to make it happen. Schneider Electric does charge a fee in securing rebate dollars associated with projects. This fee is to cover the cost of the application and measurement and verification that normally takes place when applying for the money. Schneider Electric has gone the extra mile with customers in Texas to arrange financing that best meets the needs of the organization. We have extensive knowledge of the financing markets and would gladly assist TCPN members in securing the most attractive financial solution and applying for all potential rebate dollars. The table listed on the following page gives an overview of some of the financing programs available to TCPN members for this project.





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PROGRAM STRUCTURE PROJECTS UTILIZED

Qualified Tax Credit Bond Programs

(QSCB, QECB, QZAB)

Loan amount determined by amount allocated to TCPN members

QSCBs already allocated; QECBs subject to $1,000 application fee to the State Bond Review Board on a first come, first served basis; QZABs apply through TEA

Interest rates typically below 2% The term of the loan is varies per

month; has typically been 15-20 years Davis-Bacon ARRA wage regulations

apply Savings are now applied as a direct

subsidy to the district instead of a tax credit

Schneider Electric has worked extensively with tax credit bonds over the past couple of years on many

projects, so we have tremendous experience in preparing the appropriate information for TCPN

members to apply. Schneider Electric has implemented the following

projects utilizing Qualified Tax Credit Bonds: Liberty Hill ISD Bandera ISD Valley View ISD Brazosport ISD Montgomery County, Alabama

State Energy Conservation

Office LoanSTAR Program

10-year simple payback maximum No interest charged during

construction Revolving Loan program

administered by SECO

Schneider Electric was the first ESCO to use this program

Graham ISD-first project Other Texas K-12 projects Texas Health and Human Services

Commission

Tax Free

Municipal Lease Purchase

Most common financing vehicle used by ESCOs

20-year maximum term beginning after construction

Flexible structures available

Texas Woman’s University Corpus Christi ISD Majority of K-12 and other city/county projects

Utility Standard Offer Incentives

IOU Standard Offer Programs

(SOPs) rebate $/kWh and demand. Many rules governed by PUC Similar Application processes

between different IOU’s Different $ available by IOU and by

program year

Schneider Electric has obtained over $2 million in SOP rebate dollars for Texas clients Schneider Electric applies for SOP rebate

dollars on every project where it is available. Schneider Electric utilizes all rebate dollars to

buy down project costs. Schneider Electric has open book policy

regarding SOP rebates UNTHSC, Austin State Hospital & State

School, TWU and others

Schneider Electric will assist TCPN members with the application process for any of the above financing options. Typically, the application process will occur while Schneider is developing the project in order to save time and keep the development moving. Schneider will also assist in providing all relevant construction documentation for State and Federal approval of funding.





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ARRA Specific Experience

Schneider Electric is currently under contract with multiple clients that are utilizing various programs within the American Recovery and Reinvestment Act (ARRA) funding for performance-based contracts; these funding programs most commonly include: Energy Efficiency & Conservation Block Grants (EECBG), State Education Program (SEP), and/or Qualified School Construction Bonds (QSCB). This client list includes, but is not limited to:

Bandera Independent School District (ISD), Texas Biloxi Public Schools, Mississippi Brazosport ISD, Texas Buena Vista City Public Schools, Virginia City of Abilene, Texas (Phase 2) City of Houston – Hobby Center, Texas City of Houston, Texas (Phase 2) Cranberry Area School District, Pennsylvania Hiram G. Andrews Center, Pennsylvania (Phase 4) Liberty Hill ISD, Texas Mahanoy Area School District, Pennsylvania Marceline R-V School District, Missouri North Little Rock School District, Arkansas Panther Valley School District, Pennsylvania Piedmont City Schools, Alabama Prince William County Government, Virginia Roanoke City Schools, Alabama Shelby County Government, Alabama U.S. General Services Administration – Region 7 (Federal) U.S. Navy – Southeast Region (Federal) U.S. Navy – Northwest Region (Federal) Valley View ISD, Texas

Schneider Electric has developed multiple processes necessary to remain compliant when working with ARRA-funded projects. First and foremost, the Davis-Bacon Act and the Buy American Provisions are two items that can have a significant impact on the procurement of a project and can cost the client and/or contractor if not adhered to correctly. Schneider Electric has had significant experience in following these provisions during the development, installation, and post-construction phases of a project.

There are also ongoing federal reporting requirements that require weekly, monthly, and quarterly reporting; some of these requirements include weekly wage reporting for the Davis-Bacon Act and quarterly Federal reporting on Form 1512. In addition, Schneider Electric has already developed the necessary reporting tools and brings a tremendous amount of experience to TCPN members; this will equate to a more seamless installation period and a reduction in the hours spent on ARRA paperwork.





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Tab 7. Value Add (Appendix G) Please include any additional products and/or services not included in the scope of the solicitation that you think will enhance and/or add value to this contract for participating agencies. Your marketing plan and salesforce training plan as detailed in Appendix F will also be taken into account when evaluating your company’s value add score.

Any additional products or services offered in this section will only be considered by Region 4 ESC if auditable pricing is offered for them in Appendix C. Any products or services for which pricing is not offered will not be considered a part of any contract awarded as a result of this RFP.

All products or service offered in this section are subject to the same requirements as products offered in Appendix B. Offerors must provide detailed descriptions of any additional products and services being offered as a part of their proposal, and Region 4 ESC reserves the right to reject any value add products or services which it deems to be unrelated to the scope of this RFP.

Please also see Schneider Electric’s contracts with TCPN for Facility Integration Technology and Security Systems for much more information on the added value that Schneider Electric can bring to TCPN customers. Schneider Electric has valued its contract with TCPN over the years, and we hope to further demonstrate our ability to bring value to you through Energy Performance Contracting.

Ability to Work with Different Makes of Equipment

Schneider Electric offers a variety of products, services and training to its customers. We firmly believe that Schneider Electric energy management systems and products are the best available in today's marketplace. Even so, our employees have a wealth of experience with all types of equipment and systems. We do not work with one specific equipment manufacturer; instead we’re educated about all available equipment in the marketplace. We’ll recommend the equipment that best meets your needs, regardless of manufacturer, and we can work with your current equipment if you so choose.

Example: Liberty Hill ISD had an Alerton control system at one of their schools. Schneider Electric discovered that a tremendous amount of energy savings could be achieved by making some minor upgrades to the existing system instead of replacing the control system that was in place.

At El Campo ISD, Schneider Electric effectively designed an entire Trane controls solution for the district because this was their preference and Schneider Electric never wants to force any client into one manufacturer’s systems vs. another. We work with what you have and find the best and most economical solution to make things run efficiently.

Additionally, Schneider Electric offers several products for different system and communications needs. If you have a specific interest in another LON technology not addressed here, we will be happy to provide product literature. Schneider Electric is at the forefront of open systems technology. Schneider Electric is also a leader in the industry in supplementing control systems capabilities to properly view, investigate, and improve energy usage in your buildings. In particular, Schneider Electric can provide assistance in implementing LON-based solutions, including the effective integration of your LON products in order to optimize energy monitoring and energy usage.





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Schneider Electric also has an entire line of security products including video monitoring, access control, and other facility safety measures. If clients are interested integrating security, energy, and control together, then Schneider Electric is the clear leader of the market.

Web-Based Energy Management Systems An important requirement of an ESCO is the ESCO’s ability to provide a web-based energy management system. One of the business units within Schneider Electric is our Square D power monitoring/metering group. Square D is a world-renowned provider of electrical components. As such Schneider Electric has a world class energy monitoring/metering capability that is unmatched by any other company world-wide. Below are some examples of both large and small installations of metering technology for our clients.

Texas A&M University Over the last 10 years Texas A&M have installed an Advanced Metering Infrastructure System. Primary components include: 400+ advanced meters for electricity, 1,800+ steam, domestic & heating/cooling water meters, Data Acquisition System (DAS), Meter Data Management System and Software. Primary purpose of this system is for utility billing of organizations throughout campus. Accuracy and reliability are critical for this service.

Rice University Over the last 5 years Rice University has installed an Advanced Metering Infrastructure System. Primary components include: 45+ advanced meters for electricity, Data Acquisition System (DAS), Meter Data Management System and Software. Primary purposes for this system are internal utility billing, load management, and Power Quality Monitoring.

Goose Creek ISD Over the last 8 years Goose Creek ISD has installed Advanced Metering Infrastructure Systems at their campus facilities. Primary components include: 26+ advanced meters for electricity, Data Acquisition System (DAS), Meter Data Management System and Software. Primary purpose for utility verification, load management, energy reduction verification and power quality monitoring.

NAVFAC, Navy Region SE

The United States Navy is in the process of installing $37.1M, worth of Advanced Metering Infrastructure at its facilities spanning 16 regional Navy Bases from Texas to Florida and Guantanamo Bay Cuba. Primary components of this installation include: advanced meters for electricity, gas, water and steam, the Data Acquisition System (DAS), Meter Data Management System and Software and the network systems required to provide the necessary data and logistical communications. Information Assurance (IA) and DIACAP accreditation are both important requirements of this project.

Web-Based Operator Interfaces An integral addition to advanced metering applications is the ability to view metered information. Schneider Electric has developed web-based operator interfaces for many clients. These interfaces run the gamut from full on operator interfaces to track energy and sub-bill internal organizations to less involved kiosk touch screens to provide the public a window into a building’s operations. Schneider Electric is currently involved in developing a web-based operator interface to provide public interaction for the University of North Texas (UNT) in Denton Texas. The vision for this system is to allow students, faculty, parents, board members and the general public the ability to see the energy conservation efforts and results at UNT.





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Commitment to Sustainability

Schneider Electric clients benefit from environmentally conscientious projects, designed to reduce utility costs, reduce greenhouse gas emissions, and promote long-term sustainability. Schneider Electric’s staff of LEED Accredited Professionals has the background and experience to develop recycling plans for different facility types. The team’s experience with previous LEED projects has given us insight into the process, and Schneider Electric has adopted the use of forms that assist in developing the LEED plan and executing the plan. GreenSpec and the ASHRAE Green Guide are major references. Architectural firms with experience in sustainable design are engaged for large projects. Each project is modeled using a building modeling tool such as DOE-2 or Energy Plus depending on the complexity of the project. The base model is tuned to match the actual operating information. Alternatives are then evaluated. Indoor air quality is an important issue in the renovation or replacement of any air distribution system. Minimum IAQ requirements, controllability, and thermal comfort are addressed where possible. Renewable solutions, such as passive solar, solar thermal, solar electric, wind, biomass, geothermal and other distributed generation technologies (fuel cells, co-generation, combined heat and power) are evaluated on many projects and implemented where possible. In some cases, the performance contracts will not support the payback period for renewable energy. Schneider Electric continues to develop creative and cost effective designs for the use of renewable energy. Following is a partial list of projects where some of these technologies have been implemented.

Co-generation The Hiram G. Andrews Center in Pennsylvania provides a comprehensive program of services featuring the integration of education, counseling, evaluation, medical maintenance, and therapy in a barrier-free environment as a state-owned facility. Schneider Electric installed a plant that generates electricity using a single-stage steam turbine coupled to a 500kW synchronous generator. The cogeneration plant is operated in parallel with the Penelec system and interconnected with the campus' existing distribution circuit allowing the whole facility to draw power from the generator. Solar Hot Water Schneider Electric was selected over more than ten Energy Services Companies to implement a Performance Contract at the City of Dallas. As part of this project Schneider Electric developed a solar domestic water heating project for the Oak Cliff Municipal Center (OCMC). Due to additional funds from the Texas State Energy Conservation Office (SECO) for the demonstration project, the scope was expanded to include solar domestic water heating systems at City Hall and the central library. The collectors installed are flat-plat collectors installed on the roofs of all three buildings mentioned above. This combined with other efficiency upgrades is allowing the City of Dallas save more than $1,200,000 annually in utility costs. For the Texas Health and Human Services Commission Schneider Electric installed solar pool heating systems at the following state schools: Abilene, Lubbock, Mexia, Richmond and Corpus Christi. The therapeutic pools must remain at 88 degrees year round. By using the solar heating systems, each school realized between 40 and 50 percent reduction in the pool heating costs. Schneider Electric designed and constructed utility conservation-related improvements at five HHSC sites located in Austin, San Antonio and Kerrville. The improvements were installed in 6 phases. "It is good for the state of Texas, and it's good for us. It allows us to be more energy-efficient.” -

Sharon Hunter, Facilities Support Director, Texas Health and Human Services Commission





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Solar Photovoltaic The City of Abilene had already completed a $9 million performance contract with Schneider Electric and chose to move forward with a second phase that included a 10-kW photovoltaic system funded through stimulus funds. To date the City has saved $320,659 above the guarantee for the first phase of work with an additional phase saving money as well. At the Olympia School District in Washington Schneider Electric’s consulting engineering division provided mechanical engineering for the 98,000 SF, $11.8 million project and electrical engineering support for development of a photovoltaic array. Schneider Electric provided significant contributions towards the sustainable design concepts for the project. These efforts assisted in the project’s selection as on of the five pilot projects in Washington State to test and document various sustainable design strategies as part of the Sustainable Schools Program. In addition, Schneider Electric was a key participant in obtaining $500,000 in grant funding for the project, including grant money for a 10kW photovoltaic array. Wind Turbines The Pennsylvania State Police is committed to moving forward with green technology through their recent performance contract with Schneider Electric. This contract includes a 2 kW Wind Turbine at the Dunmore facility. According to the director of the facilities management division “the Dunmore facility is one of the highest points in the region, so the wind turbine in front of the building will be visible across a large area and an obvious sign that the state is interested in pursuing alternative energy.” The wind turbine to take advantage of the area’s average wind speed of 13.4 mph and will be connected to the main power system in order to offset power purchased from the electric utility. Overall the performance contract including other ECMs is guaranteed to save the State over $40,000 annually.

Solar Photovoltaic Overview

Solar photovoltaic generation is an alternative answer to the increasing demand for energy. Moreover, it is a clean renewable energy without emission impact on the environment. Schneider Electric provides the complete solution from selecting the panel to connecting to the grid including engineering and monitoring services. Our expertise is present throughout the project, from design to startup. Schneider Electric is committed to being your trusted and privileged partner to bring you turnkey solutions and help you make the most of your energy. Schneider Electric offers a Comprehensive Turnkey Solution including:

Complete photovoltaic studies One source engineering, permitting & installation Grid tie-in, codes & standards compliance Facility electrical distribution design Project management, installation & commissioning Integration with other energy efficiency projects Monitoring and reporting Public display kiosks Service agreements Maintenance services Extended warranties





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Going solar helps protect your budget from volatile energy prices. Schneider Electric will maximize federal, state, and local programs to help make solar affordable.

Rebates Tax credits Production incentives Net metering Renewable energy credits/carbon credits Grants Loans Lease/purchase Power purchase agreement (PPA) ROI analysis

Our state of the art solar projects and technology includes the PowerLogic® SCADA green monitoring system dashboard for visual depiction of environmental impact. Data is displayed in common equivalent units to clearly communicate the positive benefits of renewable energy. Public display kiosks are available so that you can stand out as a community leader in renewables while showing exactly the impact your choices are making on the environment. PV System Monitoring

Real time reporting of PV generation, grid consumption and total energy usage Daily, weekly, monthly and yearly reporting Revenue grade metering On-site weather station data integration Inverter and string level monitoring capability for system alarming and troubleshooting Emissions reduction: CO2, NO2 and SO2





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Emissions/Reductions

Schneider Electric is committed to energy efficiency and sustainable building design and operation. Our clients benefit from environmentally conscientious projects, which are designed to reduce utility costs and promote long-term sustainability. The movement toward sustainability has allowed us to develop innovative and environmentally conscious, integrated solutions for clients and facilities that help preserve natural resources. Thus, with each Schneider Electric project implemented, our clients make a positive impact on the environment. Following is energy conservation conversion information:

Reduction of 1 kWh =1.5 lbs of CO2 removed Reduction of 1 kWh =5.8 g SO2 removed Reduction of 1 kWh =2.5 g NOx removed Reduction of 10,000 lbs CO2 = removing 1 car from the road for a year Reduction of 10,000 lbs CO2 = planting 1.36 acres of trees for a year

Energy Monitoring Capabilities

Schneider Electric provides a variety of management services to Municipal, State & Local Government, Institution and Education clients. Schneider Electric’s sustainability analysts support our clients’ ongoing work with sustainability program needs; including public reporting requirements. Typical in most implementations, Schneider Electric provides our clients with the use of dashboarDView™ which is customized to meet specific reporting programs like those associated with the Chicago Climate Action Plan. Organizations that use dashboarDView™ with Schneider Electric’s managed service receive the following benefits:

“Smart Data” management that increases data accuracy and transparency

Expertise in emission calculations and data extrapolation

Guidance and insight on responding to external reporting requests Centralized online repository for energy and sustainability data Customized Reporting that provides the flexibility to create reports for specific internal and external

audiences by site or customized group External Reporting Support that provides guidance and insight from Schneider Electric’s team of

subject matter experts Benchmarking, trending and forecasting set to manage to energy reduction targets Client Manager as a dedicated resource to provide sustainability and energy management support

and leadership Schneider Electric is an accredited CDP Consultancy Partner 24/7 access to complete sustainability data accessible by multiple users

Schneider Electric’s dedicated team of energy management experts is comprised of environmental, sustainability and energy professionals experienced in helping companies implement and manage global sustainability programs based on best practices. Activity Data Collection and Management Sustainability reporting is dependent on data that is consistent, complete and accurate. Schneider Electric’s dashboarDView™ (DV) platform provides a variety of options for integrating enterprise activity data into the business intelligence platform. Schneider Electric manages over 60 different sources of information ranging from Scope 1, 2 and 3 emissions to broader environmental impacts to establish a management and accounting system for sustainability information. We leverage, where possible, fully automated collection





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methods for data. However, as a managed solution, Schneider Electric’s process provides for systematic data collection by dedicated Data Operations analysts to ensure comprehensive data collection. In the fourth quarter of 2011 Schneider Electric will launch additional user interface functionality. This will allow users to enter and modify metric data, add historical data and model forecasted future data. All data inputs will receive real-time data validation and variance testing. Audit trail reports and details will be available with the history of user activity. Additionally, all data undergoes a stringent QA/QC process. This process provides assurance that all data is complete and accurate before going live on DV. Data Quality Schneider Electric's managed solution, utilizing the dashboarDView™ platform, verifies the receipt of data. All invoice level data is validated through a stringent set of variance tests and identified errors are routed for resolution to the analyst team. We monitor "data participation" very closely to ensure that all data is analyzed and aggregated to ensure a complete view of the data and comprehensive coverage of the client inventory. At data entry, or upon integration with ERP systems, the data passes through a series of logical and statistical tests, to ensure proper data entry. Current data is tested against prior period data for the same data point or account, ensuring the current month data is consistent with previously captured data. Exceptions are managed by a dedicated Quality Assurance team. Schneider Electric’s proposed solution incorporates Software as a Service (SaaS) for managing information in DV and provides a layer of “data scrubbing” to ensure that activity data is accurate. Web Based Sustainability Reporting Schneider Electric will provide comprehensive reporting services for the identified sustainability metrics. Our experts ensure that effective, appropriate calculation methodologies and engineering guidance are applied to your inventory calculation methodologies. Additionally, data is processed through variance tests in Schneider Electric’s system to ensure consistency and improve data quality. Benchmark, baseline and ongoing reports include:

Sort, filter, and grouping functionality by source, scope and pollutant Site, division and corporate summary reports Graphical emissions and profile reports Ability to index to production metrics – emissions per facility square footage, by building, etc. Site ranking reports to identify intensity of site by site impacts Schneider Electric’s DV allows for user defined building information. The user defined building

information criteria is developed on a client-by-client basis. This will allow the solution to be used by the PBC, its user agencies, and extended to buildings outside the program.

Reporting is available on DV 24/7 for routine, consistent reporting both internally and externally as appropriate. Our software as a service (SaaS) solution provides the following benefits for your customers:

TCPN customers can leverage DV for a one stop solution for energy and sustainability reporting

Schneider Electric’s hosted solution avoids the costs and hassles of hosting an additional sustainability software solution on client’s PCs and server network

Structured reports provide activity data (i.e., usage) with capability to manage cost





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Variance reports to identify progress against baseline months and years by site, division or group; users can choose to compare period vs. period for like vs. like data streams

DV’s “Projects”

reporting provides a warehouse for citing sustainability program reduction activities – supporting documentation for site based sustainability initiatives

DV’s “Documents”

warehouse provides seamless access to documentation to support internal and external reporting

“Smart Groups” allow

users to customize and create their own groups for user- specific reporting by region, organization, building use, building type, etc.

DV’s Custom reports

feature allows users to slice and dice data contained in the system to meet specific user needs

In this proposal, we have provided one solution that we have implemented with success in thousands of buildings across the globe. Schneider Electric is willing and able to work with TCPN customers to help coordinate whatever solution best meets the goals of your energy efficiency program. Below are details highlighting the success of the dashboarDView™ platform as an option to manage an energy conservation program. We have not included specific references in this section due to its non- confidential nature. We are happy to provide TCPN specific references upon request.





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dashboarDView™(DV) Awards & Recognition In a recent report from Groom Energy, Schneider Electric was named an Emerging Leader in the Enterprise Energy and Carbon Accounting (EECA) software market. The research report analyzes the energy and carbon management software market and identifies “emerging leaders” in the industry by evaluating five criteria: customer deployments, technology features, energy management capabilities, market vision and financial stability. “Schneider Electric’s (Summit Energy’s) impressive customer portfolio, emphasis on data accuracy, and capabilities in both carbon and energy has elevated it to the top of the EECA market,” said Paul Baier, vice president of sustainability consulting for Groom Energy. “Companies looking for a way to ensure the quality of the environmental and energy data they manage should seriously consider Schneider Electric (Summit Energy).” Schneider Electric’s emphasis on accuracy addresses a key issue identified in the Groom Energy report: “collection of energy usage data is often the most labor-intensive part of any carbon emission project.” Schneider Electric’s dashboarDView™ reporting tool was named a 2010 WebAward Standard of Excellence winner in the energy industry category. dashboarDView™ was among more than 2,000 sites from 45 countries in 96 industry categories that entered the 2010 WebAward competition that is currently in its 14th year. Entries were judged on design, copywriting, ease of use, innovation, content and interactivity. Companies that use Schneider Electric Energy’s dashboarDView™ echo the recent recognition by WebAwards, finding it to be an easy-to-use, valuable business tool.

“Schneider Electric’s (Summit Energy’s) dashboarDView™ contains all our data - energy, water, carbon, recycling - in a very useable format. It’s where we go to find carbon footprint data to help in improving our sustainability efforts and information about where we can cut our energy usage.”

--VP, GoldToeMoretz

“Prior to dashboarDView™, I would monitor our monthly costs by manually collecting invoices we receive and entering that data into a spreadsheet. With Schneider Electric’s dashboarDView™, all the data I need is already at my fingertips.”

--Manager, Global Technology Company The following pages contain some screen shots to further detail the flexible and robust nature of the dashboarDView™ solution.





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Energy Management Services (EMS)

The Energy Management Services Division of Schneider Electric is dedicated to optimizing energy and ensuring reliability through the lifecycle of the data center. The EMS team will identify and quantify opportunities to maximize the performance of all mission critical areas within each facility. This often results in a turnkey solution that is fulfilled by our team consultants, engineers, construction managers, and partners. This comprehensive approach evaluates IT, mechanical and electrical infrastructure, so that each site achieves a complete evaluation. As our clients move to medical records, voiceover IP, virtualization and other strategies to enhance their operation, we want to make sure the necessary infrastructure is effective and flexible for the changing landscape. As part of a larger performance contract, the EMS team is going to compliment the “grey space” improvements with a “white space” or “IT space” upgrades. This will start with a data center efficiency audit to fully evaluate the existing power and cooling infrastructure to identify areas of waste and compromised availability. A comprehensive report will then be generated which will include the following sections:

The assessment and analysis of the existing electrical usage in the data center The breakdown of losses into power, cooling, and lighting The breakdown of the cooling system losses into Computer Room Air Conditioners /

Computer Room Air Handlers (CRAC/CRAH), humidification and outdoor heat rejection The effectiveness of the current air distribution design The breakdown of the power system losses into Uninterruptible Power Supply (UPS) and

power distribution units The effectiveness of the current back up generation capabilities and demand response potential The effectiveness of the static switches and automatic transfer switches An evaluation of any network closets or phone rooms Detailed recommendations to improve the efficiency and availability Evaluation of potential utility rebates and incentives Projected efficiency gains for each recommended improvement

This solutions approach has proven vital for lowering costs and carbon usage through:

1) Reducing energy consumption and utility expenses; 2) Improving reliability and performance; and 3) Increasing capacity, equipment life, and accountability.





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The following diagram shows how the EMS team helps our clients manage energy through a comprehensive EnergySTEP process:

Sample Energy Management Services Projects:

Monitor, Maintain, & Improve

Measure & Analyze Realize savings –

Recover investment

Passive Energy Efficiency Active Energy Efficiency

Fix the basicsOptimize design, operation, & equipment





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Conserve My Planet

Schneider Electric’s Conserve My Planet Behavioral Program is composed of a three-prong team approach involving a dedicated Schneider Electric Energy Manager, Teacher Sponsors and Students to change perception and achieve the realities of energy efficient and green buildings. Each of the three groups plays a vital role in the overall program success.

Students Students are the most important aspect of the program. This program is not only designed to save energy but will also shape student views on how to make the best use of the energy and resources throughout their lives. In order to have lasting impact, we put

students in charge of the program. They police the schools looking for energy waste. They run the recycling programs. They even teach the teachers how to be energy efficient. By empowering students, the program can achieve the energy reduction intended but has far reaching impacts by developing leadership skills and a true understanding of energy that will not be forgotten over the next holiday.

Program Sponsor Each facility will have at least one sponsor that will be responsible for supporting the students and championing the Conserve My PlanetTM Program. This special individual will

work closely with the Energy Manager to help organize daily activities and regular competitions to keep energy on the forefront of minds throughout the year.

Energy & Sustainability Manager Your facility will have a dedicated Schneider Electric Energy & Sustainability Manager (ESM), trained in the latest energy conservation methods and technologies that will work closely with administrators, faculty, staff and students to implement a holistic energy plan in all of your

facilities. The Sustainability Master Plan will address everything from how your buildings are operated to selecting cleaning products creating a completely customized approach for the needs of your organization. The ESM is also a key proponent for energy education and involving faculty, staff and students in activities that will lead to efficient, green schools and facilities. The Sustainability Master Plan will include the following: Building Optimization Plan This plan will address the operation of the equipment in your building that uses energy from lighting to HVAC equipment. This plan will also outline the schedule and frequency of many of the other activities in the Energy Master Plan. Occupancy Planning Occupancy Planning will ensure that buildings are utilized most efficiently from an occupancy perspective. It will provide a plan for scheduling classes, activities, cleaning and maintenance to minimize the need to use electricity. Set Point and Environmental Standards The Set Point and Environmental Standards will be established to promote comfort and healthy buildings while minimizing the energy used to maintain those standards. These standards will ensure that the people that are in your facilities each day are provided with conditions that are proven to keep them most productive.





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Vending Machine Audit Most vending machines are essentially large refrigerators where the lights never turn off. A regular vending machine audit will provide a plan for minimizing their energy use while maintaining the contents. Green Cleaning Program As more is understood about the effects of chemicals on the environment and air quality around us, it is becoming obvious that using green cleaning products will keep us safe while providing the same level of cleaning efficacy as less-green products. This program will audit current cleaning products used and provide suggestions for green products that fit within the budget. Green Office Program Buying green office products is a very tangible way to show your commitment to the environment. Green office products range from recycled paper to the ink cartridges you select. This program will be customized to select products that align with your organization’s priorities for environmental issues and budget constraints. Recycling Program Recycling programs are an easy, effective way to show your support for environmental protection. Recycling programs can range from simple programs that provide recycling bins near trash receptacles to extensive programs that offer composting and community collection days.

Electronic Equipment Energy Strategy Equipment like computers, mini-refrigerators and microwaves, to name a few, use significant amounts of power due in part to the large number of individual pieces of each found in the typical building. Often times, simple strategies can be employed to ensure the equipment is running as efficiently as possible or a reduction in the total number can be achieved resulting in tremendous energy savings. A strategy will be developed and employed to address these components. Annual Energy Use Assessment and Commissioning An annual energy use assessment will take place for all equipment in your facilities. This assessment will uncover any opportunities for improving building operation and energy savings. A commissioning plan will be created and executed to make the changes necessary to realize the energy savings opportunities uncovered. Communication Strategy Regular communication is key to creating awareness and understanding about any issue. More importantly, effective communication is essential in changing behaviors. Your communication strategy will have scripts, schedules and checklists to ensure that your energy program is properly promoted which will tie all the other activities together and make the effort pay-off. The strategy will include plans for internal communications including regular progress updates, newsletters, competition standings and results, awards and recognition as well as external communications including press releases and community updates.





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Beaumont Hospital

Customer Profile Beaumont Hospital is one of the largest healthcare facilities in the US with outpatient locations throughout metro Detroit. It is the largest inpatient hospital in the country for inpatient volume and second for surgeries performed, and its medical staff includes more than 2,400 physicians representing more than 91 medical and surgical specialties. As a regular industry award winner, Beaumont has been repeatedly named on best hospital lists, such as the annual U.S. News & World Report "Best Hospitals" list. Its Emergency Power Supply System (EPSS) contains 107 automatic transfer switches (ATS) and 11 diesel-powered generators distributed over the facility's 3,000,000 square feet (280,000 square meters). This EPS system supplies the critical back-up power needed during a power issue or outage. The hospital uses a specialist consulting company, Optim, to manage the EPSS. Optim's integrated in-





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house staff at Beaumont Hospital includes an architect, an energy engineer, a mechanical engineer, electrical engineers and skilled tradesmen in related fields. Customer objectives During the widespread North American blackout in August 2003, Beaumont's EPSS system functioned well, but staff realized it was difficult to manage and track functions across the entire system. They wanted more access to system status information through the installation of a reliable and easy-to-use power monitoring system. They also wanted a monitoring system that could automate mandatory monthly EPSS testing reporting, making it easier and more efficient for staff to provide appropriate information to regulatory authorities, like the Joint Commissions on Health Care (JCAHO) and the National Fire Protection Association (NFPA). Customer benefits

Easy EPSS test reporting to meet code requirements Improvement in overall power reliability and response time Easy access to system status - faster identification and assessment of power issues Trending information for evaluation of loading and preventive maintenance

Customer testimonies (Verbatim) "The power monitoring system we specified from [Schneider Electric] gives the detailed information necessary to monitor the operation of the EPSS and quickly locate and respond to power loss. It also helps us examine EPSS loading, determine reserve capacity, and use that capacity appropriately; saving cost and providing a more reliable EPSS."

--Steve Fox, Electrical Engineer, Optim Implementation Methodology The implementation included an upgrade of electrical metering equipment and improvement of communications links. Everything had to be seamlessly integrated with the existing system and communicate with the existing Modbus ASCO 7000 monitoring equipment. Implementation was designed to allow for quick installation by eliminating the need for numerous ATS shutdowns. The PowerLogic system was then installed to control and monitor all aspects of the emergency power system supply for all 11 gensets and the 107 ATSs, including genset vitals, fuel levels, battery units (UPS), ATS loading/trending and much more. Schneider Electric differentiating values VS competitors

Great relationship with customer -- Schneider Electric was very open to working with the customer to meet their needs exactly.

A customized and cost-effective solution that is flexible enough to grow over time as needed. Great support option, including both up-front training and ongoing maintenance.



Schneider Electric 1650 West Crosby Rd. Carrollton, TX 75006 Matt Lombardo, Account Executive 214.507.0175 [email protected]