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CC - Item 6B - Presentation on an Energy Service Performance Project for Energy-Related Improvements to City FacilitiesROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: BEN KIM, CITY MANAGER /L DATE: MAY 13, 2025 SUBJECT: PRESENTATION ON AN ENERGY SERVICE PERFORMANCE PROJECT FOR ENERGY-RELATED IMPROVEMENTS TO CITY FACILITIES f.Y1hL h� /\:YI The purpose of this report is to provide the City Council with an overview of Energy Efficiency Projects under California Government Code Section 4217.12 and to seek direction for an Energy Savings Performance Contract (ESPC). Under state legislation, public agencies are authorized to enter into agreements with Energy Service Companies (ESCOs) to design and implement energy efficiency projects. These projects are structured so that the energy savings generated over the life of the contract fully cover project costs, with additional savings continuing after the contract ends. Many jurisdictions have successfully used this approach to complete essential facility upgrades while achieving long-term operational savings. To assess the feasibility of an ESPC for the City of Rosemead, staff engaged with three ESCOs selected from the U.S. Department of Energy's 2025 Qualified List of Energy Service Companies and the Southern California Regional Energy Network (SOCaIREN) trade ally network. Each ESCO conducted a preliminary review of the City's current energy usage and determined that the City holds significant potential to benefit from an ESPC, with opportunities to reduce energy costs, improve facility performance, and support sustainability objectives. As a critical first step to entering into an ESPC, the City must undertake an Investment Grade Audit (IGA). An IGA is a comprehensive, detailed analysis conducted by an ESCO to assess the current energy usage of the City's facilities and identify potential Energy Conservation Measures (ECMs). The audit provides precise data on projected savings, costs, and the feasibility of proposed projects, ensuring that the measures will deliver the anticipated financial and environmental benefits. The level of analysis reduces risk and enhances the accuracy of performance guarantees in the ESPC. Staff is seeking City Council direction on: 1) if to proceed with an Energy Efficiency Project per California Government Code Section 4217.12, and 2) which Energy Service Company (ESCO) to engage an Energy Saving Performance Contract ( ESPC) for the Investment Grade Audit (IGA) that will be brought to the City Council at a later date for approval. AGENDA ITEM 6.11 City Council Meeting May 13, 2025 Page 2 of 7 A significant amount of the City's existing energy infrastructure is at or near its useful life, resulting in deferred and/or recurring maintenance problems and inefficient operations. As a result, the City's utility and operation and maintenance (O&M) costs have increased above their optimal levels. Energy Savings Performance Contracting can provide a budget -neutral approach to implementing infrastructure improvement projects without using funds from capital budgets, providing greater flexibility in funding strategies. An ESCO develops and implements energy conservation projects and guarantees ongoing cost savings to the City for a specified period of time. Guaranteed cost savings from energy saving projects are designed to offset finance payments over the useful life of the equipment. Pursuant to Section 25008 of the Public Resources Code, it is the Legislature's intent to promote all feasible means of energy and water conservation and all feasible uses of alternative energy and water supply sources. As an incentive for public agencies to implement energy efficiency projects, the State of California enacted Government Code Sections 4217.10 - 4217.18 in 1984, which provides public agencies with the ability and flexibility to award Energy Savings Performance Contracts without the need for a formal competitive bidding process. This exemption streamlines procurement, reduces administrative burden, and expedites energy conservation projects. To utilize this contracting method, the City Council must hold a noticed public hearing and determine the following: 1) That the anticipated cost to the public agency for thermal or electrical energy or conservation services provided by the energy conservation facility under the contract will be less than the anticipated marginal cost to the public agency of thermal, electrical, or other energy that would have been consumed by the public agency in the absence of those purchases. 2) That the difference, if any, between the fair rental value for the real property subject to the facility ground lease and the agreed rent, is anticipated to be offset by below-market energy purchases or other benefits provided under the energy service contract. In other words, the City must determine that the project will result in net cost savings compared to what the City would have spent on energy without the improvements. This is typically determined through an IGA performed by a selected ESCO. The IGA provides a detailed, engineering -based analysis to identify specific ECMs, estimate associated costs, and project the financial savings and operational benefits. Because of the significant time and resources involved, many ESCOs require an IGA agreement that may include an exit fee should the City choose not to proceed with the project following the audit. It is important to note that the ESCO must contractually guarantee the project's financial performance. If the guaranteed savings are not achieved, the ESCO is obligated to reimburse the City for the shortfall, thereby mitigating financial risk and ensuring that the City will not need to allocate capital funds for the improvements. While the project is expected to be self -funding through savings accrued over time, an initial investment is required. Funding can come from low- City Council Meeting May 13, 2025 Page 3 of 7 to no -interest loans, grants, rebates, city reserves, and incentives such as the federal Investment Tax Credit (ITC). Due to uncertainty around future federal funding, it is important to consider securing incentives while they are available. City staff can work with the Southern California Regional Energy Network (SoCa1REN), a no -cost service provided by Los Angeles County, and leverage ESCO grant -writing support to maximize funding opportunities. To assess the feasibility of an ESPC for the City of Rosemead, staff engaged with three vetted ESCO's Ameresco, Veregy, and Schneider Electric— from the U.S. Department of Energy's 2025 Qualified List of Energy Service Companies and the SoCa1REN trade ally network. On February 28, 2025, each ESCO submitted preliminary analyses based on a detailed review of the City's utility bills, comprehensive inspections of municipal facilities, and interviews with City staff. Following review of these analyses, staff directed the ESCOs to develop proposals for a Phase 1 project aligned with the priorities outlined in Table 1. These priorities were informed by findings from the preliminary assessments, including maintenance logs, staff input, utility and energy costs, potential energy savings, and the remaining lifespan of current equipment. Energy Conservation Measure Location Priority Level HVAC io Building Automation Controls City Hall Hi -h ` Garvey Community Center Rosemead Park Playschool Rosemead Community Recreation Center Garvey Park Clubhouse LED Lighting All Facilities High Rosemead Park Garvey Park LED Traffic Signals Citywide High Pool Control Systems Rosemead Park Aquatic Center High Garvey Park Splash Zone Solar PV Canopies Rosemead Park Moderate Garvey Park Table 1: Priorities for a Phase I Energy Project Each ESCO provided a thorough proposal outlining project history, qualifications, technical approach, management approach, cost and pricing, responsiveness, and community benefit. A summary of each firm's proposal is provided below: Ameresco Ameresco has 25 years of experience and has delivered over $16 billion in energy projects, primarily in California school districts, with more limited experience in local government. The firm is highly qualified in infrastructure upgrades, renewable energy, and performance contracting. City Council Meeting May 13, 2025 Page 4 of 7 Their technical approach is comprehensive and collaborative, following a phased process that includes detailed energy audits, lifecycle cost analysis, customized engineering solutions, and guaranteed energy savings verified through International Performance Measurement and Verification Protocols (IPMVP). Cost and pricing are outlined transparently, with a 10% overhead, 8% profit margin, 22% markup, 6-12% in fees, and a 3-6% contingency. They provided a preliminary estimate of $5.2 million for a Phase 1 project, with a projected payback period of 7.7 years, and proposed a design/IGA exit fee of $16,934. Ameresco is responsive, offering ongoing operations and maintenance services, staff training, and asset management support through its AssetPlanner platform. The company also emphasizes community benefit by engaging local subcontractors, supporting workforce development, and aligning project outcomes with Rosemead's climate and sustainability goals. VereQv Veregy brings over 34 years of experience and has completed more than 185 energy programs for municipalities, demonstrating deep technical expertise and strong financial capacity, including a $325 million bonding limit and $4.75 billion in secured project financing. Their technical strategy focuses on energy efficiency, electrification, and renewable energy, supported by advanced modeling, thorough auditing, and a vendor -neutral approach to equipment selection. Preliminary cost estimates for a Phase 1 project range from $3.6 million to $6.5 million, with projected net savings of $1.5 million to $4.5 million over 20 years. Overhead, profit margin, and other fees were not specified. Veregy offers a $0 design/IGA exit fee; however, all project documentation and calculations would remain proprietary. The firm demonstrates high responsiveness through real- time communication, 24/7 system monitoring, and in-house commissioning. Community benefits are a core part of their approach, including the use of local subcontractors, support for energy conservation education programs, and alignment with Rosemead's 2030 Strategic Plan to promote environmental and economic resilience. Schneider Electric Schneider Electric proposes a highly experienced team with over 33 years in the ESCO sector and more than $4.6 billion in completed performance contracts. Their technical approach is thorough and tailored, combining advanced energy modeling tools with a structured design -build methodology to deliver cost-effective and high -performing solutions. Schneider provides a performance guarantee backed by IPMVP-compliant measurement and verification, using the robust Option C whole -building method, and assumes full responsibility for any savings shortfalls. They provided a preliminary estimate of $3.94 million for a Phase 1 project, with an anticipated return on investment in under 15 years. Their proposal includes a Lighting Master Plan at no additional cost and estimates annual telecom savings of approximately $68,000. Pricing is clearly detailed, with a proposed $99,750 design/IGA exit fee,10-12% overhead, and 6-8% profit margin. Schneider provides a 24/7 performance assurance hotline and remote O&M support. Community benefits include use of local subcontractors, support for community events, partnership with the Chamber of Commerce, and marketing for sustainability programs. On April 1 and 2, the ESCOs presented an overview of their proposals to a panel of key City staff, including the Finance Director/Assistant City Manager, Administrative Services Manager, Acting Planning and Economic Development Manager, Parks and Recreation Director, Public Works City Council Meeting May 13, 2025 Page 5 of 7 Director, and Public Works Manager. Following the presentations, staff held a debriefing session and assigned scores to each ESCO. Table 2 summarizes the average scores provided by the panel members and highlights common feedback for each ESCO. ESCO Evaluation Criteria Staff Comments Qualifications F9.25 Very experienced in industry; professional Schneider Electric Technical Approach Conservative with calculations Cost and Pricing Upfront costs; Reimburses for shortfalls Responsiveness 9.50 Support for community engagement Total Average Score 9.44 Qualifications 8.75 34 years of experience Veregy Technical Approach 8.25 Holistic approach; Maintenance plan Cost and Pricing 7.75 Costs and pricing were very high level Responsiveness 8.50 Good training plan; local office Total Average Score 8.31 Qualifications 6.75 Not much local government experience Ameresco Technical Approach 7.00 Measurement & Verification for 15 years Cost and Pricing 6.25 1 No change orders Responsiveness 6.50 Ongoing training provided Total Average Score 16.63 Table 2: Average Scores and Feedback Provided by Panel All three ESCOs presented strong and competitive proposals, each with unique aspects that informed staff's evaluation. Schneider Electric was noted for its conservative approach to project calculations, which may help ensure performance expectations are met, and for its transparency in outlining the Design/IGA exit fee and reimbursement process for performance shortfalls. Ameresco's experience was primarily with school districts, with less emphasis on local government clients, and its assertion of no change orders prompted discussion about the feasibility of that approach. Veregy was recognized for its local presence and comprehensive methodology, though its proposal included higher-level cost estimates with less detail on specific fees such as overhead and profit, which staff considered when comparing the proposals. STAFF RECOMMENDATION It is recommended that the City Council: 1) Receive and file this report; and 2) Provide direction to staff regarding next steps for potential implementation of an Energy Services Performance Contract. City Council Meeting May 13, 2025 Page 6 of 7 FISCAL IMPACT There is no fiscal impact associated with the recommended action at this time, as staff is only seeking City Council direction to explore an energy savings performance contract. Should the City Council choose to proceed with a specific project or agreement in the future, a detailed fiscal analysis and funding strategy will be provided for Council consideration prior to approval. ENVIRONMENTAL REVIEW The proposed action is not subject to the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15378(b)(5), as it constitutes an administrative activity of the City involving general policy direction and does not commit the City to a specific project or result in a physical change to the environment at this time. As such, the action does not meet the definition of a "project" under CEQA, and no environmental review is required at this stage. Should the City move forward with the design or implementation of a specific energy efficiency project as a result of this direction, the proposed project will be evaluated for potential environmental impacts in accordance with the California Environmental Quality Act (CEQA). At that time, the City will determine the appropriate level of environmental review, if any, prior to project approval or commencement of physical work. STRATEGIC PLAN IMPACT This action aligns with the City of Rosemead's Strategic Plan Goal C — Infrastructure and Facilities, focusing specifically on improving city facilities and promoting the adoption of renewable energy and energy efficiency resources. It supports the modernization of public infrastructure through sustainable energy solutions and resource -efficient facility upgrades. PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process. Prepared by: W" (.f•Gr� Arlene Tieu, Administrative Analyst City Council Meeting May 13, 2025 Page 7 of 7 Attachment A: Schneider Electric Proposal Attachment B: Veregy Proposal Attachment C: Ameresco Proposal Attachment A Schneider Electric Proposal sr- ,1�y�1-/—� for ilia `,o ,, - r` T_ mow• '�� f( SCA I� N City of Rosemead Energy Project Proposal March 20, 2025 - :1 Life Is C7n Schneider . I 0,,Electnc City of Rosemead Energy Project Proposal Life Is On Schneider 0Eleci is Table of Contents ExecutiveSummary ................................................................................... 3 1. Project History ....................................................................................... 7 2. Qualifications....................................................................................... 10 3. Technical Approach............................................................................. 16 4. Management Approach....................................................................... 25 5. Cost & Pricing...................................................................................... 33 6. Responsiveness.................................................................................. 42 7. Community Benefit.............................................................................. 44 This proposal, and any exhibits and attachments hereto, (collectively, this 'Proposal") and any information contained herein, is the property of Schneider Electric Buildings Americas, Inc. (Schneider Electric) and shall constitute proprietary and confidential information. The party to whom this Proposal is addressed (the'Recelving 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. March 20, 2025 Page 2 Use or disclosure of data contained on this sheet is subject to the restriction an the table of contents of this proposal City of Rosemead Energy Project Proposal Executive Summary This proposal represents an opportunity to modernize and shape the energy landscape of Rosemead, a community we look forward to partnering with to ensure a sustainable and resilient future for generations to come. At Schneider Electric, we have one goal — to be the partner who enables your vision beyond traditional efficiency improvements. We believe that a project as simple as saving energy is much more than that and has potential to impact the lives of the 49,305+ residents that call Rosemead home along with the many visitors that frequent your growing community. Your vision for the City of Rosemead is clear - "being a safe, welcoming, connected. and active city with thriving businesses, well-maintained infrastructure, and quality services that support the entire community, while its mission is to provide programs and services that build community and increase opportunities." Schneider Electric will enable your vision by: Addressing your critical needs, including a turn -key solution that improves the longevity of your infrastructure, reduces costs, and advances technology and inefficient Life Is On Schneider Electric systems. • Identifying key funding opportunities and submitting strong innovative applications that better the success rate and award to the City of Rosemead. • Collaborating with our marketing team to engage community outreach events that promote your accomplishments and wins. • Integrating with local labor to bring new jobs to your communities. • Implementing innovative programs that meet Rosemead objectives around sustainability, environment, economy, and community. Solutions to Fund Your Highest Priorities City of Rosemead's goals are within reach. In fact, you can do more than you thought possible with Schneider Electric at your side. We can help you capture revenue from your operations and reinvest those savings into infrastructure improvements that support your strategic goals. Below is a summary of improvements that are key to transforming your utility bills into assets. More information on each solution is in Section 5. March 20, 2025 Page 3 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal m U C E E O U a ro rn 0 Comprehensive LED Retrofit Park Lighting Street Lighting Master Plan City -Owned Streetlights to LED HVAC Unit Replacements Full BAS Upgrade Standardized Controls Solution Variable Frequency Drives (VFD's) EV Charging Stations Capital Asset Planning Community Engagement Grant Strategy and Procurement .'A Life Is On I Schneider Electric 0 N L N N CL rn Y m ro Z ra M, 0 a U 1'✓ We will collaborate with your team to define, design, and install solutions that are funded with a combination of energy and utility savings. As your single point of contact, we will manage all details, right down to helping you obtain grant funding, applying for rebate programs, implementing utility incentives, and obtaining 0% financing... so you can concentrate on your day-to-day business. March 20, 2025 Page 4 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider CElectrlc Benefits to Your Community By investing in these proposed improvements, Rosemead will be able to: THIS PROJECT WILL PROVIDE: TO HELP YOU ACHIEVE: City Wide HVAC Replacements LED Solutions for Facilities, Streets and Parks O • Reduced maintenance and operations costs • Enhance efficiency to hedge against QQ rising utility costs • Improved Safety and Security Building Automation Controls Qj • Single platform with training and support services built-in Real Savings to Your Bottom Line Your utility and infrastructure improvements will deliver real, verifiable savings to your bottom line. Based on our initial research, we anticipate that you could save more than $6 million over a 25 -year period. More details can be found in Section 5 of this response. ECONOMIC BENEFITS FOR A 25 -YEAR TERM $500,000+ rebates, incentives & 0% loans $6.07M $82,500 annual energy savings + revenue generation 7% total savings over 25 years $55,000 reduction in energy spend annual O&M savings Partner with the Country's #1 Energy Services Company We have an unmatched reputation in our industry. Schneider Electric has been the top-rated ESCO in the nation since 2017, and we are honored as one of the world's most ethical companies. Our customers state that our integrity, reliability, and the ease of working with our team members place us on a level above our competition. You will work with certified professionals who have the proven expertise to develop innovative solutions to your most pressing challenges—and to see them through to completion. Our extensive experience and financial strength position us to support your project now and well into the future. Above all, you will see the savings where they count—on your utility bills. In the unlikely event that your project does not deliver as expected, we will write a check for the difference. As a result, you will be able to deliver on your promises to your stakeholders—and continue to build trust in your strategic direction. This commitment to excellence is why our customers repeatedly select us for future projects. It has also earned us numerous recognitions in the industry, including: March 20, 2025 Page 5 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal #1 -ranked ESCO in the nation AGuidehouse INSIGN7S At Home in California 2024 Partner of the Year 2024 Honoree and ranked for 13 years and counting www UN15PHERC cool Life Is On Schneider VElectric #1 Most Sustainable Company on Global 100 List in 2025 kol GLOBALIOO Rosemead can move forward with confidence knowing that you will have a qualified team well -versed in the unique requirements of Los Angeles County and the State of California. We bring to the table: 30+ Years in California 131 California Projects since 2007 8 California Offices $720M+ in California work 2,100 local employees $70M+ in secured state grants and incentives Taking the Next Step—Together Your vision is attainable, and Schneider Electric is here to help. Backed by our long track record and ironclad guarantee, you will have the expertise you need to turn your vision into reality. With your approval, we can get started right away on delivering positive outcomes for your community. Let's take the next step, together. March 20, 2025 Page 6 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider I {Electric 1. Project History ESCO's knowledge of the city's energy policies, building codes, and sustainability goals with proven experience with similar projects in the region. Schneider Electric has dedicated significant effort to thoroughly understanding the condition of Rosemead facilities and the City's strategic goals, including: • Schneider received and reviewed the following documents which highlight aspects of the City's energy policy and sustainability goals: o Imagine Rosemead 2030 Strategic Plan 0 2012 Energy Action Plan • Schneider analyzed 39 months utility billing • We met with City management and public works staff numerous times to ascertain Rosemead's goals, priorities, and challenges. • Schneider held a workshop with over 20 staff members to discuss facility issues and operational challenges. • We conducted site walks of each facility with public works staff. City of Rosemead's Sustainability Efforts The City of Rosemead commissioned the development of an Energy Action Plan in 2012. However, progress in implementing, this plan has been limited. Notable actions include upgrading LED lights in city facilities and installing EV chargers at the Garvey Community Center and Rosemead Community Center. Despite these efforts, the City has faced challenges in advancing its sustainability program. RENEWED MISSION IN THE 2030 STRATEGIC PLAN The City's 2030 Strategic Plan outlines a renewed mission to modernize facilities by addressing a significant backlog of deferred maintenance at City Hall, community centers, parks, pools, and public yards. Key objectives include: • Enhancing public safety with new street, park, and facility lighting, and improved access controls. • Supporting a healthier budget through significant reductions in utility costs. • Upgrading public parks and athletic fields with mechanical, lighting, pool system enhancements, and additional EV charging stations. • Becoming a more responsive city with proactive maintenance and enhanced controls. Strategic Partnership Our proposed solution addresses the immediate mechanical and lighting needs identified by the Rosemead city leadership team. It also includes the development of a city-wide lighting master plan with a roadmap to a second March 20, 2025 Page 7 Use or disclosure of data contained on this sheet is subjed to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On i Schneider VElectric phase that upgrades park lighting, adds solar power to city yards and parks, as well as expanding the EV charging infrastructure for both fleet and public use. We can also uniquely enable the City to accurately track and report on GHG emissions and implement a Capital Asset Planning tool that integrates with your existing work order systems and allows staff to easily manage all city assets on one intelligent platform. This solution will prevent the accumulation of deferred maintenance by providing a long-term strategic asset plan, ensuring that maintenance needs are proactively addressed and managed efficiently. CHALLENGES AND OPPORTUNITIES Workforce fluctuations in Rosemead have led to an increase in deferred maintenance. Community residents have also expressed concerns about room temperatures at the Garvey Community Center. While intermittent upgrades to LED interior lights have been made, much of the mechanical equipment is nearing or past its end of life. The lack of universal controls on these systems creates operational challenges for staff. Proven Experience The City of Rosemead needs a partner to address substantial deferred maintenance and empower city operations. Schneider Electric is committed to our partners long-term success by providing ongoing support and implementing new capabilities to ensure that assets are proactively cared for. Our approach ensures that the City of Rosemead can maintain its facilities effectively and sustainably, with continuous improvements and support from our team. Here are a few highlights from municipal clients that demonstrate the complex solutions we've developed for several other prominent cities. City of Chicago, IL Dallas County, TX Los Angeles County, CA Audited mer 3 Milson Sq Ft IN the 3rd wgesl cd) of the u S, over 583M worth Of upgrades and sanngs to date In excess of i20M $J51d wa5lexdlei a. aCuu r the Urges) County in the U City of Dallas, TX City of Houston, TX City of Atlanta. GA a prates of v spanning a 2 year retahaWnp Owl S4 Mt w,Mlh of wok to the a* targesl CM in Neu -s. S16M protect with the City Rapid Trans,[Authonly 20, 2025 Page 8 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric CALIFORNIA EXPERIENCE Our extensive experience with similar projects in the region positions us as a reliable partner for the City's ambitious plans. For instance, at the City of Palmdale, we successfully: • Generated a new revenue stream within the utility budget. • Reduced CO2 emissions and carbon footprint. • Enhanced the quality of lighting city-wide through LED solutions for both interior and exterior. • Improved safety and security in public spaces. • Improved indoor air quality by upgrading mechanical equipment and standardizing ALC controls. • Implemented irrigation upgrades and controls with modern technology. • Removed risk from the city's supply chain. • Added marketable modernizations to sports areas to increase sports tourism and economic development. • Optimized federal grants to fund the City's vision. Alongside Palmdale, we have developed and installed more than $720M in California. Here is an additional sampling of public agency projects that faced similar challenges or desired similar solutions as the City of Rosemead. More information about California experience can be found in Section 6. City of Palmdale -2 Phases Palmdale CA $20,700,000 City of EI Centro EI Centro CA $14,983,747 University of California San Diego San Diego CA $7,800,000 Naval Base Coronado San Diego CA $45,034,918 Marine Corps Air Station Miramar San Diego CA $19,288,354 San Diego Unified School District -4 Phases San Diego CA $45,252,299 Carlsbad Unified School District -6 Phases Carlsbad CA $11,893,301 San Marcos USD — 3 Phases San Marcos CA $6,243,576 The City of Rosemead is an innovative city with high aspirations to modernize and achieve sustainability. As you're looking for energy experts to guide you through your efficiency journey, you need an ESCO that is equally matched and able to develop a solution that is worthy of the Rosemead name. March 20, 2025 Page 9 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On 1 Schneider Electric 2. Qualifications ESCO's background, financial capability, industry accreditations, and compliance with performance contracting requirements. A. ESCO Background Schneider Electric was established in 1836 and has grown into a global specialist in energy management, efficiency, and infrastructure. We entered the ESCO business 33 years ago with the founding of our Sustainability Business in 1992 to bring our global expertise to serve local government. Our operations span more than 100 countries, with nearly 168,000 employees and $35.9 billion in annual revenue. In short, we offer the backing and stability of a large company, while the Sustainability Business operates within the ESCO space as a smaller division. Rosemead will receive the resources and expertise you need with the personal touch of local representatives who understand your unique challenges. Evidence of our commitment to long-term partnerships, value, and performance includes over $1,418,112,641 in repeat business from customers who trust us to deliver time and again. ESCO BUSINESS Schneider Electric's ESCO business unit, our Sustainability Business, specializes in comprehensive facility improvement projects for local and federal government, healthcare, higher education, and K-12 markets. We've helped facilities across the country transform energy savings into operational gains for the past 33 years, with more than 1,090 projects and $4,120,684,485 in savings guaranteed to date. We offer an approach that extends beyond standard performance contracting services. We'll help Rosemead realize your vision and accomplish your highest priority goals in several key areas, including: March 20, 2025 Page 10 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Energy Reduce and optimize your utility and energy usage through infrastructure improvements. loon Facilities/Operations Training to sustain optimal equipment performance and solutions that reduce long-term operating and maintenance costs. ro CCoo � Technology Modernize your facility using the latest technology tailored to your needs. Community Engagement Empower stakeholders and educate them regarding behaviors that affect your budget. Life Is On I Schneider Electric Funding Leverage reallocated funds from your energy savings to fund improvements and explore available energy rebates, and more. Co -create a marketing vision plan that will help build awareness of your environmental commitment through press releases, community outreach events, specialized signage, and more. From the first visioning session through your guarantee period, Rosemead will have a fully integrated team of knowledgeable and skilled experts at your side who are well -versed in the unique requirements of cities in the region. That's because Schneider Electric staffs all projects with in-house personnel from our deep bench of 20, 2025 Page 11 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal B. Financial Capability Rosemead requires a partner that offers financial soundness and stability to protect your investment in your project. Schneider Electric has the wherewithal to deliver on our promises so that you can follow through on yours. By partnering with Schneider Electric, you will have a dedicated financial expert at your side to answer your questions and explain your options as you seek financing associated with your project. As a result, you will: Proceed with confidence knowing you have all of the Oinformation you need to make informed decisions about the project and its associated financing. Attain a package of financing options for consideration Othat offers competitive terms and optimizes the value of your energy savings. 3 Reduce your exposure to risk during construction and throughout the guarantee period. Life Is On Schneider Electric You will have the support and backing of a reputable, credit -worthy ESCO partner: ID 0 Fully Insured & Moody's Bonded Rating O 0 S&P Global Dun & Bradstreet Rating Rating Your energy savings guarantee is a direct obligation and commitment from Schneider Electric, not a "savings assurance' guarantee provided or issued by a third party. We hold our guarantees as a liability on our financial statements and truly bear the financial responsibility of the savings guarantee. This means we are professionally and financially vested in making sure your savings are achieved. If your project does not deliver the savings promised, we make up the difference. C. Industry Accreditations Schneider Electric is an active, accredited member of NAESCO as an Energy Service Provider (ESP) and is certified by the U.S. Department of Energy (DOE) as an ESCO. This accreditation, the highest that NAESCO awards, means that we offer all of the capabilities of a traditional ESCO, as well as additional offerings not all firms in the energy business are able to provide. Our projects not only include energy conservation measures, but we also have the expertise to help our clients meet emissions reduction targets or achieve carbon neutrality as part of their performance outcomes. This includes solutions such as distributed energy generation, cogeneration, combined heat and power (CHP) projects, as well as arrangement of firm contracting of energy supply and energy -as -a -service (EaaS). Please see the following pages for additional industry awards. Schneider Electric is accredited by the National Association of Energy Services Companies (NAESCO) as an Energy Service Provider March 20, 2025 Page 12 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal Certificate of Accreditation meo m,mxp w, Schneider Electdc M1upaM W�eaM J,eamed,atien p2gamaMpmeW aMM1» [nmW�re Eean.4neyleOE,vRySxN[a VaoNEs -r;l- Schneider Electric is accredited by the National Association of Energy Services Companies (NAESCO) as an Energy Service Provider March 20, 2025 Page 12 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal We are honored to be recognized and awarded globally in areas of innovation, sustainability, ethics, and safety. The list below highlights some of our most recent awards, including those we are most proud of: Commitment to Customers Earns #1 ESCO Rank from Guidehouse Insights Rosemead can count on Schneider Electric to address your needs far beyond energy. In fact, our commitment to our customers earned us the #1 spot on Guidehouse Insights 2023 ESCO Leaderboard Grid, our 3f° consecutive time leading the way. The assessment ranked 10 leading ESCOs based on their strategy and execution. AGuidehouse INSIGHTS 2024 World's Most Ethical Company Designation Ethics and responsibility are foundational to our relationships with all customers, partners, suppliers, and communities in which we work. And it shows: Schneider Electric has been recognized for 13 years as a World's Most Ethical Company Honoree. To read more about the designation, click HERE. WORLD'S MOST ETHICAL COMPANIES Ranked #1 World's Most Sustainable Company in 2024 Schneider Electric earned the top spot on Time Magazine's World's Most Sustainable Companies list in 2024 because of our internal emissions reductions goals and our commitment to help reduce our customers' carbon footprint. More information can be found HERE. n 2025 Ranked #1 World's Most Sustainable Corporation Schneider Electric has received the "World's Most Sustainable Corporation" title by Corporate Knights in 2025, thanks to a "hull level of sustainable investment and revenue. " We have been included in the Global 100 for 14 consecutive years with seven top 10 rankings, and the only company to be awarded #1 twice (2021). �..•` GLOBAL100 ENERGY STAR Partner of the Year Award for more than a Decade We have been recognized by the Environmental Protection Agency (EPA) as an ENERGY STAR Partner of the Year for more than a decade, validating our expertise in facility benchmarking and utility data analysis. This means you have an expert team in tracking and assessing energy and water use across " your buildings. nQj� Fortune's 2024 World's Most Admired Companies For the seventh year in a row, Schneider Electric has been ranked based on a survey of U.S. and global Fortune 500 companies that are top performers. Schneider Electric received high ratings for innovation and quality of products and services. SIT, Page 13 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal More than 200 Awards for Jobsite Safety #1 in the Gartner Top 25 Supply Chain Gartner. Platinum Medal for 3rd consecutive year in Sustainability Rating ecovadis #11 out of 100 Best Places to Work in 2025 glassdoor Please visit this site for additional awards and recognition. CERTIFICATIONS Life Is On I Schneider VEleccric Diversity Leaders for 41h consecutive year FT FINANCIAL TIMES Terra Carta Seal Recipient — Commitment to a Sustainable Future Rosemead will benefit from working with a company that is an active member of the industry's leading organizations and initiatives, holding the following certifications and credentials: Registered Partner & Partner off the Year ENE FGYS PANiNER Approved Performance Contractor U.5 DEPARTMENT OF ENERGY Accredited Energy Service Provider NAESCO ACCREDITED Gold Accredited Provider of Sustainability Consulting Approved Performance Contractor 141 US Army Corps of Engineers As an approved performance contractor for NAESCO, the DOE and the DOD, Schneider Electric has undergone substantial vetting. In short, our credentials prove that we can do what we say we will do— whether it be for the federal government or for a City like yours. March 20, 2025 Page 14 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal i' City of Rosemead Energy Project Proposal Life Is On Schneider Electric D. Compliance with Performance Contract Requirements Schneider Electric's Program Proposal is in full compliance with California Government Code 4217.12a, which states "...a public agency may enter into an energy service contract and any necessarily related facility ground lease on terms that its governing body determines are in the best interests of the public agency ... and if the governing body" makes the statutory findings of cost savings. These future savings are used to pay for the project over time, reducing the need for upfront capital. By taking advantage of G.C. 4217, local governments can reduce capital costs, streamline project delivery, and reduce financial risk while addressing deferred maintenance and developing onsite generation, energy resiliency, and zero emission vehicle infrastructure. Outcome Driven Project Delivery with California G.C. 4217 G.0 4217 allows public agencies to achieve superior project outcomes quicker than DBB. FINAL COMMISSIONING DESIGN PRELIMINARY CONSTRUCTION TRAININUSUPPORT DESIGN PERMITS PERFORMANCE Deferred Maintenance: Most cities and districts face significant political pressure as they struggle with backlogs of deferred maintenance due to funding and staffing shortages. 0902 I Zero Emissions Mandates: Electrical grid capacity issues and market uncertainty hinder local government efforts to meet California's zero emission energy mandate timelines. M Future Uncertainty: Using multiple firms for energy projects complicates long-term planning, leading to demand shortages and compliance failures. Struggles to meet growing energy demand are exacerbated by utility lead times for new service. END Lack of Awareness: Many government executives are not familiar with G.C. 4217 and don't realize they can bundle energy-saving projects with improved delivery and cost -savings. Fragmented Project Management: Conventional design -bid -build project delivery uses multiple consultants and often results in a patchwork of technologies, disparate policies, service disruptions, and lack of accountability. March 20, 2025 Page 15 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VEleccric 3. Technical Approach ESCO's approach to energy efficiency, technology selection, auditing, M&V, commissioning, operations and maintenance, and handling of savings shortfalls. A. Energy Efficiency We take a pragmatic approach to energy savings in that they should be seen where they count—on your utility bills. The City of Rosemead will save what we promise, or Schneider Electric will make up the difference. This is covered by utilizing IPMVP Option C (utility bill) met methodology whenever possible and practical. Rosemead will work with a partner whose entire process is designed to ensure your expectations are met. You will benefit from: • Accurate, dependable energy savings projections that are developed by one of the industry's most comprehensive energy engineering teams • A transparent process for measuring results • A team of performance assurance engineers at your side to confirm your savings are on track for years to come Our energy engineering team will ensure your vision for infrastructure improvements and savings translates into achievable savings. You can move forward with confidence knowing that we are financially vested in the outcome. B. Technology Selection Gommissioning oeWned Engme.,M, Proven Process From the moment we begin design work through your guarantee period, every step we take is aimed at ensuring you achieve the savings we promise. Your goals and how you use your facilities are unique to your City. For Rosemead, we will tailor our savings and technology approach to your situation and the needs of your project. Our team is well versed in most types of technologies and measures currently found throughout the current landscape, and will work with Rosemead to find the best measures based off of your needs, ROI, and practicality, Our energy analysis and technology approach are influenced by several factors: Page 16 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric 0 Magnitude of cost savings OImpact of savings on the meter (overall percent reduction) (D Complexity of the measure (D Impact the measure will have on other systems (system interaction) O M&V plan OImpact of other measures on shared meter or building We do not take a one -size -fits -all approach to energy analysis, nor do we operate with the same set of assumptions across different projects. Rather, we have multiple tools at hand to forecast energy savings and RELIABLE DEVELOPMENT systems, including: • Commercially available energy modeling tools to simulate complex buildings and campuses • Spreadsheet calculation tools to model simple buildings, systems, and specific ECMs • A suite of in-house spreadsheet tools to process and analyze utility data, simulate rate tariffs, and manage energy model results and savings • A catalog of current types of equipment available in the market Our experience spans single buildings with complex systems, to simple buildings with a similar scope, to facilities that have undergone multiple renovations and additions. You can expect us to scale our analysis methods up or down to match the needs of your project. C. Auditing I - City of St. Joseph, MO — Schneider Electric's development team engineered multiple phases of work with the City, resulting in $25M worth of investment with over $30M in savings over the life of the equipment. INVESTMENT GRADE AUDIT— ANALYSIS, APPROACH, AND METHODOLOGY The City of Rosemead can experience a comprehensive transformation with our Investment Grade Audit procedures, where we align our ability to design, develop, and implement infrastructure improvements with your long-term organizational and sustainability plans. Facility energy use, equipment costs, occupant schedules, and supply chain timelines are just some of the complexities involved with embarking on an infrastructure March 20, 2025 Page 17 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric improvement project. Our experience in implementing more than 1,090 of these projects gives us the expertise to design and implement your project while keeping all of these factors in mind. —L3 12VE] I I I I A. PROGRAM B. CONCEPTUAL C. SCHEMATIC D. FINAL AUDIT VISION DESIGN DESIGN PROPOSAL MAPPING Schneider Electric's Auditing Process. We design with the end in mind. Our collaborative auditing process puts your needs and priorities up front, allowing our team to develop a comprehensive solution that brings your vision to life. A. PROGRAM VISION MAPPING Our goal during the Program Vision Mapping phase is to understand your unique project priorities, operational challenges, and maintenance backlog. With this insight, we can begin to develop a project scope that not only meets your operational needs, but also aligns with your broader organizational objectives. Vision Mapping Milestones • Stakeholder Interviews: The Schneider Electric team is composed of in-house engineers, led by senior licensed engineers, under the direction of the Project Development Manager (PDM). Our customer -centric approach begins with strategic interviews of key stakeholders to capture insights that will inform our focus areas for development. This interview process will happen throughout all milestone meetings during the development of the project which ensures Rosemead will always have a voice at the table. • Facility Site Visits: The development team also performs facility site visits to create a comprehensive scope matrix that is presented for your review. • Data Collection: Collecting data can be difficult when many departments are involved. In planning our site visit(s), our team will collaborate with your staff to reduce any disruptions to their daily work and will also handle the communication with utilities to gather necessary information. For our Schematic Design process (see item C below), we'll rely on current engineering and architectural drawings for detailed design. But for this first phase of basic data collection, simple floorplans will be sufficient. During the audit, Schneider Electric uses a digital data collection tool called AkitaBox to gather HVAC equipment details, electrical panel nameplates, meter information, and more. AkitaBox allows the in- house development team to document data completely and accurately, which reduces the number of site visits needed during the audit phase. B. CONCEPTUAL DESIGN During the Conceptual Design phase, we work with you to select which ECMs presented in the scope matrix to develop further. We engage with the relevant stakeholders in each building to ensure each of our solutions and intended ECMs will meet your stated goals. Once we finish the initial design, our team will collaborate Q1 AkitaBox Organizing your Digital Collection -We use AkitaBox to maintain all of your pertinent facility and equipment details March 20, 2025 Page 18 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is on Schneider {Electric with you to make sure that the equipment, methods, operational guidelines, and design standards meet the specific requirements of your buildings and your organization. To create solutions that are effective now and into the future, we make every effort to grasp the unique needs of your organization. The insights and observations we gain from this collaborative Conceptual Design phase are crucial for tailoring solutions that truly fit your needs. Along with traditional ECMs, we will also discuss and propose non -construction related options to improve your energy savings that are offered by our Client Services team. Examples include capital asset planning tools and software, building analytics tied into your system for real-time analysis of system operations, supply-side management and purchasing, and ongoing support to ensure sustained performance. Concurrently, our team will examine the project's financial constraints and potential funding sources. Our in-house finance manager will provide the project team with multiple funding options to consider. Our in-house rebate and incentive specialists will assess potential offerings that may be applied to your project. Finally, our in-house grants team will also research available grant funding and assist Rosemead during the application process for any project -related grant opportunities. This step involves considerable collaboration between your staff, Schneider Electric, partner companies, and our subcontracting team to deliver the best possible solutions that are both innovative and align with your standards and budget. This phase will result in the 30% ECM Report and Scoping Meeting including: • An updated scope matrix of potential measures at a feasibility or conceptual level for input and discussion, including projected costs tied to a financial pro forma • Baseline and energy savings, including projected energy savings for each measure • Preliminary drawings, and basis of design/design criteria when applicable • A preliminary project development timeline From this project phase, we will seek direction from the Rosemead on high priority ECMs to develop and obtain your preferences that may influence further design and development. C. SCHEMATIC DESIGN During Schematic Design, Schneider Electric will dig deeper into the major mechanical, electrical, plumbing and technology improvements identified for further development in the previous phase, tailoring them to meet your requirements and incorporating your input into the final design documents. Preferred equipment vendors and/or subcontractors are further vetted during this phase. This step will result in the 60% IGA Report and Mid -Term Planning Meeting which includes: • Your stakeholder feedback related to the scope of work • Detailed scope of work descriptions • Projected energy savings • Budgetary pricing for the project based on subcontractor input • Proposed M&V strategies per IPMVP • Preliminary Client Services offerings March 20, 2025 Page 19 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On I Schneider Electric • Preliminary financial analysis including cash Flow, funding options, and possible grants and funding incentives • A draft contractual agreement with supplemental terms for your review • A preliminary construction and phasing schedule • Career & Technical Education Plans that are specific to Project Based Learning, when applicable • Preliminary drawings, basis of design, design criteria, equipment lists, as applicable D. FINAL DESIGN AND FINAL IGA PROPOSAL This is the final stage of design prior to construction contract review, approval, and execution. During this phase, the Schneider Electric team will conduct a series of meetings to present the final scope of work for approval which includes Rosemead input, energy savings, an M&V plan, and final, fixed, firm project pricing. All design will adhere to Rosemead facility standards and code compliance. We will submit a 90% IGA Report and Design Documents that describe the proposed project scope for key stakeholder groups to review and provide comments and feedback. Upon receiving and incorporating feedback on the 90% report, we will move to the Final IGA Report and Final Planning Meeting which includes: • Final scope of work • Final fixed, firm pricing • Financial pro -forma • Guaranteed annual energy savings M&V plan for the ECMs included in the project • Recommended Client Services offerings • Preliminary Construction Phasing Plan • Commissioning Plan • Quality Assurance/Quality Control Plan • Marketing Vision and Student Engagement Plan • EPC construction contract for review I� "From the moment I met Schneider (Electric), the hasn't let me down since day 1. 1 haven't ever DTeam had to go without having my issues resolved." Deborah Hall, VP for Finance and Operations LaGrange College, Georgia • Final drawings and design criteria/basis of design updates, final equipment lists, specifications as prepared to date Once the Final IGA Report and supporting documents are reviewed, and your comments are received, we will incorporate all feedback resulting in an approved document. The final construction contract and referenced documents will be developed immediately following that meeting and will then be submitted to the Rosemead's governing body. The passing of the construction contract signifies the end of the development stage and the start of the implementation stage - FROM M; tage. Like most ESCOs, Schneider Electric follows the guidelines established by the International Performance Measurement and Verification Protocol (IPMVP). The IPMVP offers a framework and four M&V options for measuring, computing, and reporting savings. March 20, 2025 Page 20 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric However, we stand apart in that we do not rely on a one-time data logging exercise of specific ECMs after construction and declare the savings achieved. Rather, to deliver the highest value and lowest risk to our customers, we almost always recommend Option C, the "whole -building," meter approach. By measuring building performance against the meter, we hold ourselves accountable for actual performance as reflected in your utility bills. This ensures that you see a reduction in energy use over the long term. There is no murky math or vague guarantees that your savings are being met—you will see the savings reflected on your utility invoices. In the unlikely event that your savings performance falls short, we will make up the difference. We keep our promises to you, so you can keep your promises to your stakeholders. In this way, Schneider Electric assumes most of the risk for energy performance. We can take on this higher level of risk because our M&V department is second to none. We have 94 energy professionals who are dedicated to measuring energy performance and troubleshooting issues as they arise. Your project's needs will dictate which option is best suited for your City. In cases when Option C is not prescribed, will recommend Options A, B, or D. We have demonstrated experience with all IPMVP options. This expertise will ensure your savings are accurately measured and transparently verified, no matter the scope of your project. The figure below summarizes how the different IPMVP options are typically applied based on project scope. B D C A Customer Risk D New construction performance contracting, Calibrated ECMs implemented when significant Simulation historical data is unavailable. Measurement and Verification Matrix When establishing an M&V plan, the cost of conducting the measurement versus the project risk must be weighed. The table below shows typical ECMs with the most common IPMVP option proposed for tracking savings. March 20, 2025 Page 21 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal A Lighting retrofits, water conservation Partial Retrofit measures Isolation B Renewable energy generation, chiller replacement, process improvement -related Retrofit ECMs, such as laundry facilities where sub - Isolation metering was included C Multiple interactive ECMs (for example, a project that includes HVAC replacements, Whole Meter lighting retrofits, and building automation Measurement controls D New construction performance contracting, Calibrated ECMs implemented when significant Simulation historical data is unavailable. Measurement and Verification Matrix When establishing an M&V plan, the cost of conducting the measurement versus the project risk must be weighed. The table below shows typical ECMs with the most common IPMVP option proposed for tracking savings. March 20, 2025 Page 21 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VElectric E. Commissioning You can depend on our guaranteed savings, which start by confirming that all ECMs work as intended and that your staff can confidently operate new equipment before project closeout. Pre -Functional I Functional 1W, Performance Testing (PFT) Testing (FT) Adjusting and —A ; ' IF Verification (PV) 01'r 11F Balancing (TAB) IF Our Commissioning Approach Our approach verifies that equipment is installed correctly, functions together as a system, and complies with design intent to ensure sustained and optimal performance over time. Schneider Electric is a member of the Building Commissioning Association (BCA), and our commissioning approach is based on BCA best practices. We focus on optimizing system interactions between installed, retrofitted, and existing equipment. The process also benchmarks a number of operational.and maintenance conditions against which performance can be checked for years to come. A project -specific Cx Approach and Plan can be developed and carried out by our team of commissioning engineers if required. Whatever the situation, we have the expertise to meet your commissioning requirements. F. Operations and Maintenance (O&M) Plan Approach Your O&M plan affects more than the performance of new systems and equipment – it also impacts your time and budget. Proper maintenance is essential to ensure your systems continue to deliver your expected energy and cost savings. Our goal is to make sure the Rosemead team has the knowledge and confidence to take ownership of your O&M plan. Unlike many competitors, our goal isn't to make operations and maintenance so complicated that your team has to call us often. Instead, your facilities team will have the resources to maintain all factory warranties, ensuring operational and energy efficiency. We will provide the documentation, on-site evaluations, and training to equip your team with the knowledge and tools to maintain momentum long after project commissioning. Your O&M processes and resources are unique to your buildings. And because we have invested time learning about your facilities through audits, we will establish the most efficient operational procedures for your infrastructure improvements. This partnership will also have the flexibility to allow your facilities staff to decide OFamiliarity with Your Operational Needs We take time to learn your operations and processes in order to anticipate both your immediate and future needs. After project completion, we will continue to conduct on- site visits with your team, so we stay familiar with any operational changes or challenges. OLong-term Relationships We work side-by-side with your operations staff during implementation, and long after project completion, to ensure they have the skills and knowledge they need for success. 0/ Response Time Through our 24/7 performance assurance hotline, we provide remote O&M support around the clock. 90% of all technical calls to the hotline are resolved within 15 minutes of calling remote support. March 20, 2025 Page 22 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On I Schneider how to best implement the procedures. During the construction phase, we will work with your team to formalize a long-term O&M plan for installed equipment and systems. Whether you choose to use your in-house staff, outside subcontractors, or a blend of the two to maintain your new systems, we will support your choice and give you the full range of options available. This approach will allow Rosemead to take a more active role in maintenance responsibility, if desired, while ensuring that the manufacturers' minimum requirements are maintained during the guarantee. DOCUMENTATION PROVIDED Your team will receive multiple copies of a detailed O&M plan at project completion. The O&M plan will be organized by Energy Conservation Measure and will include maintenance schedules, drawings, and technical specifications supplied by the equipment manufacturers. Our O&M plans typically include the following information and documentation: 0�— ^�® EQUIPMENT REFERENCES • Equipment cut sheets and technical data • Detailed sequence of operations • Mechanical and control system drawings • A detailed description of the control system operation and features d,,,v RELIABLE & EFFICIENT OPERATION • Routine maintenance procedures recommended by the manufacturer and Schneider Electric engineers • Commissioning documentation, including functional and check- out sheets • Start-up and shut -down procedures 0 HELP & SUPPORT • Contact information for all contractors and manufacturers • Provisions for safety shutdowns, emergency conditions, and interfaces with building control and life safety systems • All warranty information and claim procedures The Rosemead staff can also expect the same attention to detail in your construction closeout. We clearly define all wiring and systems with easy -to -read labels that correlate directly to the instructions and training your team receives. For items outside the project scope, we will provide additional notes for your consideration, including an Equipment Deficiency List for items you may want to review or repair for best system performance. You'll also receive the best available equipment warranties. During the competitive bidding process, we often negotiate on your behalf to add in provisions for warranty, or include options for an extended warranty, to support critical response needs. All new equipment warranties will be transferred directly to City of Rosemead upon completion of the project. G. Savings Shortfalls Savings reconciliations happen on an annual basis, at the end of each year's guarantee term. Our Client Services team consistently analyzes a client's energy usage during the guarantee period so you can rest assured if any energy challenges were identified before year's end our team would have been working with Rosemead long before any potential reconciliation. March 20, 2025 Page 23 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric If Schneider Electric should fail to meet your guaranteed energy savings, we will write a check in the amount of the savings shortfall to the City of Rosemead. Schneider Electric will first try to understand why the shortfall has occurred. Because Schneider Electric is continuously monitoring 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 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 the City within 30 days of that year's annual guaranteed savings reconciliation. To date we have completed more than $4.6 Billion worth of performance contracting projects and met 99.73% of the guaranteed dollars we've promised. The following is a list of clients that we have written shortfall checks in the past 5 years. Buena Vista City Public Schools 2016-2023 $125,813 Carteret County Schools 2017, 2020 $28,195 City of Covington Aquatic Center 2009-2020 $59,180 City of Greenville 2016, 2020-2021 $37,379 Commerce ISD 2021 $4,278 Morgan County 2021 $14,104 Roanoke Citv Schools Phase 2 2020 $11,530 Silver Valley USD 2021-2022 $62,112 Stone County Schools 2019-2022 $34,407 20, 2025 Page 24 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric 4. Management Approach ESCO's project management, coordination, local staffing, subcontractors, construction management, Owner interaction, and long-term servicing. A. Project Management Financing an infrastructure project is often only half the challenge for City. Most procurement methods would require the City of Rosemead to oversee project details while also taking care of day-to-day operations and stakeholder expectations. With Schneider Electric, Rosemead will gain a knowledgeable partner that provides innovative solutions and will take on the roles and risks of project management. You'll have a single, integrated team that works side-by-side with you and your stakeholders to: 0 Define your goals OPrioritize your needs ODevelop and implement innovative solutions OEnsure long-term facility performance You have our commitment that trust, collaboration, and communication will remain consistent in your project, so that you know what to expect at every step. APPROACH TO PROJECT MANAGEMENT Infrastructure projects are complex undertakings with many moving parts. Rosemead can proceed with confidence knowing that our project management approach will account for every detail while also minimizing disruption to your daily activities. From development to the guarantee period, your project will be managed by seasoned experts using tools and processes that foster collaboration and communication. Schneider Electric's project management process includes: • Single -source accountability, including coordination and management of subcontractors, to reduce your risk • A fully integrated team that works hand-in-hand with your stakeholders to design and deliver solutions that advance your strategic goals • The use of PROCORE, an industry leading Project Management Information System (PMIS) software to keep your project organized and on track Regular, frequent project updates to eliminate surprises and minimize occupant disruption March 20, 2025 Page 25 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VElectric Well-defined processes that keep your vision, goals, expectations, and priorities at the forefront Consistency is the backbone of our project management approach. Built on PMP® and ISO standards, our processes are robust and proven, while also flexible and scalable. This enables us to plan with great detail, execute with excellence, and make fast, precise decisions when necessary so that we design and implement your project right the first time. The outcome: you can deliver on your commitments to your stakeholders because our team is vested in your success. Your Project will be delivered on time, on budget, and will produce the savings we promised. B. Coordination Schneider Electric received more than 200 safety awards since 2016, demonstrating our commitment to hazard -free work environments with zero lost -time accidents. We currently utilize PROCORE, a 3rd party project management tool to streamline all information and communication between internal team members, including all our in-house sub -disciplines. Because infrastructure upgrades involve a lot of moving parts and people, we specifically designed our PMIS to capture, manage, and track the details for each project. PROCORE: • Plans, tracks, and monitors activities to ensure they are on time and on budget • Provides real-time project information reports from your ��o � Q �� Project Manager to your stakeholders • • Ensures we meet and exceed safety and performance A Streamlined Process: We use PROCORE, expectations an all -in -one 3rd party project management All members of the core team use this tool to maintain all project tool information in one place. This ensures that transitions between phases are seamless and provides your team with a single source for project details. Any time Rosemead needs information, our PMIS allows our Project Managers to access real-time information and documents, including meeting minutes, the risk register, and installation timelines C. Staffing As a leader within your community, we know that the City of Rosemead is looking for the best partner and strongest team possible to implement your project. Here at Schneider Electric, we've assembled a team of experts that are not only the best in their field; we also love what we do. We believe our great people make us a great company. Based on employee feedback, we are proud to share that in 2023, Schneider Electric was certified as a Great Place to Worke for the 51" year in a row. Additionally, 86% of our in-house engineers have advanced degrees or specialized certification. This means you will partner with a passionate, productive team with a commitment to excellence. We listen to you, and your project is in good hands. The core team responsible for leading this project includes the following essential roles: March 20, 2025 Page 26 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Y Program Manager Serves as your point of contact throughout the entire project Site Superintendent Provides daily oversight of construction, subcontractors, and all health, safety, and quality - related performance Project Development Manager Collaborates with your team to define the scope, and oversees development, design and engineering Client Services Representative Manages monitoring, M&V, and ongoing support and training to ensure that your project delivers guaranteed savings Life Is On Schneider Electric 8 Project Manager Provides regular communications to project stakeholders and oversees schedule and budget II0I Financing Specialist Assists in determining funding opportunities and optimal financing options Project Core Team Your dedicated core team consists of representatives from each discipline who collaborate and pool their expertise throughout the project lifecycle, resulting in first-time quality and lower risk of change orders and schedule impacts. KEY PERSONNEL AND RESPONSIBILITIES Rosemead will collaborate with a core project team from the initial development phase of your project to post- installation support. Below are the roles and responsibilities of the key personnel on your core team. Each role will have varying levels of involvement and responsibility throughout the project lifecycle, but all will be involved from start to finish with a collaborative voice that advocates for your project goals. March 20, 2025 Page 27 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal Development Construction & Customer Support Commissioning & Guarantee Period Program Manager - 'l Marc Starkey 25 Years in the industry Your point of contact throughout the project. Involved with communicating to you and your key stakeholders. Public Partnership Leader Sam Hall 20 Years in the industry Your point of contact throughout the project. Involved with communicating to you and your key stakeholders. March 20, 2025 Page 27 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric Project Development Manager Raquel Treichel, CEM, PMP Site auditing, Design intent Consultation 9 Years in the industry project development consultation as needed and design as needed Project Engineer P, n David Hodson, PE Site auditing, Design intent Consultation 12 Years in the industry project development consultation as needed and design as needed Project Manager�6?& Arash Nadershahi Schedule Cost and schedule Consultation as needed 7 Years in the industry development, monitoring, subcontractor communication to selection stakeholders Site Superintendent Manager"=EE 'E-�--- Fred McCandless, CEM, Constructability Daily oversight of Consultation as needed CMVP, CDSM assessment construction and 43 Years in the industry commissioning Client Services Manager - Dave Horton, CEM, CMVP, Measurement & verification plan development Measurement and LEED AP verification, 15 Years in the industry performance assurance Project Team Life Cycle While the core team is involved in varying degrees throughout the project lifecycle, they maintain involvement throughout all three project phases to ensure the highest level of collaboration, communication, and quality. D. Subcontractors Rosemead will work with one team: Schneider Electric. We eliminate the hassle of managing a patchwork of subcontractors by taking sole responsibility for all construction activities. This streamlined approach is more responsive to the sensitive scheduling and logistical needs of your City. To ensure that subcontractors on your site are professional and qualified, we: 0 Thoroughly screen every subcontractor's performance, safety record, financial statements, and backlog OContact customer and vendor references to confirm a track -record of reliability and work completion according to specifications March 20. 2025 Page 28 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider CElec tr is Using Avetta, a leading provider of supply chain management solutions, we can ensure your project utilizes subcontractors that ,Avetta can meet minimum vetting and governance criteria including operational verification, insurance checks, and compliance. Moreover, all of our subcontractors are required to sign a Subcontractor Master Agreement, which defines all terms and Managing Supply Chain Safety: We use conditions under which they must operate. As a result, Avetta to maintain our subcontractor database Rosemead will have no additional workload associated with supervising and managing fieldwork. Your Schneider Electric Project Manager will handle all paperwork, invoicing, and accounting with subcontractors. Your Schneider Electric Site Superintendent will manage all day- to-day communications, scheduling, and safety audits. We collaborate with you to develop a list of potential partners that can provide both a local presence and a quality product. From the following chart of potential contractors, we will conduct a competitive bidding process to select the subcontractor providing not only the most competitive price but also the best value to the City. We use an objective scoring methodology to evaluate each subcontractor bid using weighted ranking criteria. Best value is determined by factors such as qualifications, safety record, small or disadvantaged business status, experience, local presence, ability to perform the work, service capabilities, and price reasonableness. Our policy is to use local businesses as much as possible, while maintaining quality and best value. March 20, 2025 Page 29 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider {Electric E. Construction Management Rosemead will have a professional team at your side who takes full responsibility for ensuring your operations stay up and running with minimal disruption to your building occupants. Regularly scheduled communications will provide plenty of time to prepare your stakeholders for what to expect during each phase of construction. In addition, the project schedule will account for the dynamic environment of your organization. Much of our work can be performed during second shift, evenings, weekends, and holidays. At the outset of construction, the Project Manager will work with your team to: Finalize the estimated project timeline Z,) Schedule regular project updates Determine logistics that best accommodate your operational needs 0 Review and finalize your Quality Control Plan and Health and Safety Plan These items will be captured, tracked, and communicated throughout the project via your project manager. Any potential for scope or schedule creep will be identified and immediately addressed to keep your project on target. We use a design -build approach, meaning we take sole responsibility for all aspects of project implementation. This provides you with: • A more streamlined implementation schedule, with much of the engineering work already completed • No risk of change orders; if we find an issue in the field relating to our scope of work, we will correct it and take full responsibility for fixing it • Better quality equipment without "low -bid" requirements often seen in design -bid -build projects Another unique Schneider feature is our core team approach that includes disciplinary experts that give their guidance throughout project implementation. Our in-house design engineers will inspect systems during, and after implementation, to make sure they are installed per design. It is typical for our design engineers to visit the site multiple times to ensure everything is in working in concert. F. Owner Interaction Rosemead will work with a partner that designs solutions with you, not for you. Bringing everyone to the table at the outset is key to transforming your vision into reality. Our approach is inclusive of your key stakeholders and receptive to their ideas and opinions from start to finish. March 20, 2025 Page 30 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider OElectiis Your Schneider Electric Program Manager, Marc Starkey, will be your primary point of contact throughout the project, and other members of our core team will meet with your SCHEDULED COMMUNICATIONS BY I _ stakeholders at key points. _ _ _ -11, _ Rosemead can rely on the frequent, regularly scheduled communication Summarizes daily accomplishments, safety outlined below that eliminates Daily Report briefings, equipment used, staff involved, and any uncertainty of what is coming next. events that occurred causing impact to schedule We will collaborate with you and your team on logistics and schedule at Weekly Four- Consists of the past week, the present week, and every step. The Project Manager will Week Rolling the next two weeks to come, providing a detailed schedule regular project update Schedule picture of historical and current work progress meetings to cover process and Monthly Provides an evaluation of the project schedule schedules and address any concerns. compared against baseline target and the Progress percentage complete for each activity We also collaborate with your team Meeting on innovative ways to keep your Summarizes the work performed to date, risks, stakeholders informed. This could be Monthly issues, and financial performance; includes a a combination of press releases, Progress recovery plan if a milestone is predicted to slip by information kiosks, or interactive Report more than one week websites G. Long-term Servicing CLIENT SERVICES During the guarantee period, Rosemead will have the full support of our Client Services program, which provides ongoing performance assurance and support services through the contract term. Unlike traditional M&V programs, which offer a one-time confirmation of savings, our Client Services program offers ongoing monitoring of your facilities throughout the guarantee period. This ensures that your energy savings are protected, and even improved, over time. You will receive: • A dedicated Client Services representative. Your Client Services consultant will provide technical assistance during business hours and with most after-hours needs. If your consultant is unavailable, one of our other consultants will be available 24 hours a day, 7 days a week through a toll-free Client Services Hotline. • Training and preventive maintenance. Your facilities team will have the support they need to ensure that your equipment is properly operated and kept in top condition. • Secure remote monitoring. Your utility data will be monitored down to individual meters to ensure that you are benefitting from the savings we promised. Regular reviews of your building automated systems will also provide leading indicators of performance and flag areas that may need to be addressed. Onsite services. We offer onsite support that is annually tailored to your needs, whether it is finding ways to improve your energy savings, helping you cross items off your list of priorities, offering hands-on training, or even evaluating your operating strategy. These services are highly customized to assist you and your team with meeting your energy performance expectations. March 20, 2025 Page 31 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VEleccric • Resource Advisor. You will have access to Resource Advisor, our secure, cloud -based software platform for tracking and managing energy, water, and other resource usage. You can even use Resource Advisor for managing your utility bills. All information is provided in real time and available at your fingertips. Client Services Deliverables Schneider Electric's unparalleled support services are designed to optimize your system performance and energy use. n. tMOnline Access to Live Training Data Prevent1 MaintenaHands-on System Training ��¢ and Building Analysis Resource - Software Back-up and kndSavings Advisor' Database Protection ClienServicEnergy Star Access toConsulting Technical Rep Ongoing System & 24-7 Hotline 5M Recalibration * - Unique ro Schneider Electric ENERGY SAVINGS O MAXIMIZED O VERIFIED O SUSTAINED Your Client Services team will pay attention to energy performance details so that you don't need to. This also enables us to identify potential concerns before they become problems. If any performance issues emerge, we will: • Investigate the issue • Pay you the difference between the guaranteed and actual savings • Work to resolve the issue to avoid future shortfalls March 20, 2025 Page 32 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric 5. Cost & Pricing ESCO's markups, overhead, profit margins, fees, contingency, and how best value is achieved. Estimated Project Value $3.94 Million In Self -funding City modernizations Annual Savings Potential $137,500 Includes energy, revenue generation, streetlights, and O&M savings Year 3 Telecom Savings -$68,000 annually ROI Less than 15 years Lifecycle Savings $6.07 Million Savings Impact over life of equipment $6.1 M Project Lifecycle Cost Savings Project Benefits • Modernize City Facilities • Tackle Deferred Maintenance Needs • Significantly reduce electricity, gas, and telecom expenditures • Implement innovative solutions to maximize City resources • Provide staff with the systems, tools, and resources needed to be as efficient and effective as possible • Address $3.9M in infrastructure improvements • Generate $6.1 M in lifecycle savings • Explore applicable grants for all recommended modernizations Costs are estimated based on initial site audit and historical pricing of similar energy conservation measures for municipalities in the Los Angeles area. Final Investment Grade Audit will include full design, competitive bid process of vetted and trusted subcontractors and finalized turnkey pricing and savings numbers. Preliminary costs typically assume 10-12% overhead costs and 6-8% profit margin. Costs also include community engagement activities, marketing and branding, and post -project support (M&V, Client Services, etc.) which can be tailored to client -specific needs during the Investment Grade Audit stage. Schneider Electric will work with the City of Rosemead throughout the Investment Grade Audit to co-author a final scope of work for a Phase 1 project that addresses the city's major priorities and mission. Investment Grade Audit Design/Exit Fee: $99,750 - Includes all development and engineering for associated projects into a turnkey shovel -ready program. - Includes Street Lighting Master Plan - Fee will be included in final cost of construction, or payable upon decision to forego construction with Schneider. March 20, 2025 Page 33 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VElectrjc To reduce costs and ensure a holistic approach to designing both project phases, this Fee will also include full development of the Phase 2 project as follows: Energy Conservation Location Priority Level Measure HVAC & Building River Yard High Automation Controls LED Lighting Citywide Parks High Rosemead Community Solar PV Canopies Recreation Center Moderate Citv Hall Solar PV Canopies Rosemead Park Moderate Garvev Park #1 Energy Service Company (ESCO) AGuidehouse INSIGHTS Smart City Solution of the Year IoT 1 QT -t VIII i' Highest -ranked ESCO on #1 Intelligent Building the Global 100 List Software ti OLOBAL100 AGuidehouse INSIGHTS diiurld s Ethical Cnn�l,tini�,c 11.E+ yt�ar-.l ETHISPHERE ® rr 2023 Partner of the Year l� Page 34 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On 1 Schneider OElectric A. Preliminary Costs Preliminary Costs: Provide a breakdown of costs for each individual facility, including all identified improvements, equipment, labor, and any associated costs. Clearly identify any areas where cost estimates are based on initial assessments or assumptions, and explain the methodology used to arrive at the provided values. 0 $0 3,940,000 $0 $0 $0 $0 -$2,940,000 Amount Esc. Rate Total Project Cost $ Est ITC Solar Credit $ - Utility Savings $ 75,000 4.0% CIP Funding $ 1,000,000 Solar Savings $ - 4.0% Final Project Cost $ 20940,000 O&M Savings $ 55,000 4.0% $220,179 $84,365 $61,868 Revenue Gen $ 7,500 4.0% - $220,179 Interest Estimate $64,342 4.20% $8,774 $228,856 -$1,991,256 6 Number of Years $91,249 20 Telecom Savings $ 68,000 -$1,755,966 Estimated Payment $220,179 $220,179 $69,593 $68,000 $9,490 $241,981 0 $0 $0 $0 $0 $0 $0 -$2,940,000 1 $220,179 $75,000 $55,000 $0 $7,500 $137,500 -$2,802,500 2 $220,179 $78,000 $57,200 $0 $7,800 $143,000 -$2,659,500 3 $220,179 $81,120 $59,488 $68,000 $8,112 $216,720 -$2,442,780 4 $220,179 $84,365 $61,868 $68,000 $8,436 $222,669 -$2,220,111 5 $220,179 $87,739 $64,342 $68,000 $8,774 $228,856 -$1,991,256 6 $220,179 $91,249 $66,916 $68,000 $9,125 $235,290 -$1,755,966 7 $220,179 $94,899 $69,593 $68,000 $9,490 $241,981 -$1,513,985 8 $220,179 $98,695 $72,376 $9,869 $180,941 -$1,333,044 9 $220,179 $102,643 $75,271 $10,264 $188,178 -$1,144,866 10 $220,179 $106,748 $78,282 $10,675 $195,705 -$949,160 11 $220,179 $111,018 $81,413 $11,102 $203,534 -$745,627 12 $220,179 $115,459 $84,670 $11,546 $211,675 -$533,952 13 $220,179 $120,077 $88,057 $12,008 $220,142 -$313,810 14 $220,179 $124,881 $91,579 $12,488 $228,948 -$84,862 15 $220,179 $129,876 $95,242 $12,988 $238,106 $153,243 16 $220,179 $135,071 $99,052 $13,507 $247,630 $400,873 17 $220,179 $140,474 $103,014 $14,047 $257,535 $658,408 18 $220,179 $146,093 $107,135 $14,609 $267,836 $926,244 19 $220,179 $151,936 $111,420 $15,194 $278,550 $1,204,794 20 $220,179 $158,014 $115,877 $15,801 $289,692 $1,494,486 21 $164,334 $120,512 $16,433 5301,279 $1,795,765 22 $170,908 $125,332 $17,091 $313,331 $2,109,096 23 $177,744 $130,346 $17,774 $325,864 $2,434,960 24 $184,854 $135,559 $18,485 $338,898 $2,773,858 25 $192,248 $140,982 $19,225 $352,454 $3,126,312 Please see the previous item in this section for our costing methodology. March 20, 2025 Page 35 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is cin Schneider OEleccric B. Energy Savings Energy Savings: Provide a clear outline of projected energy savings, including how these savings were calculated. Specify the expected return on investment (ROI) and payback period. SAVINGS METHODOLOGY Rosemead's ability to fund priorities by using energy savings is dependent on your facilities performing as promised. Establishing an accurate estimate of savings on the front end is key to ensuring you can achieve your goals. JOSE CARRASCO will be the Energy Engineering Lead for your project. He will be responsible for establishing the overall energy baseline, energy modelling, weatherization, and determining scope feasibility. When it comes to estimating savings, many ESCOs simply take a snapshot of energy use at a specific time and place. A prescribed set of assumptions are applied to the data to land on a set of savings projections. These calculations may or may not account for interactions with other building systems, the magnitude of savings relative to the baseline, and changes to how spaces are used seasonally, on holidays, or even on weekends. When you partner with Schneider Electric, you can count on accurate energy savings. Schneider Electric does not delegate the critical task of energy analysis to a project manager. Instead, we have a dedicated team of energy engineers within our larger engineering group who are charged with developing precise utility and energy baselines and determining reliable savings projections. Our energy engineers will walk your buildings, review as-builts and design drawings, study your equipment, talk with your staff, and dig into your utility data. We develop an in-depth understanding of how your facilities were designed and how they are being operated. All of this information is used to establish the energy baseline and is critical for determining the potential savings that can be achieved in the future. Once we have established your baseline, we will use a combination of modeling tools and calculations to determine energy and utility savings. Our energy engineers will calibrate these models and calculations against actual utility bills to develop an accurate representation of how your building is designed and operated. March 20, 2025 Page 36 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider VElectric Steps to Establish Projected Savings There are four important steps in determining energy savings. • Our analysis starts with a building and systems survey, including lighting, • Schneider Electric collects two years of actual utility bills for analysis. • We perform year-to-year utility data comparisons to identify trends and STEP Establish anomalies. 2 Utility The baseline normalization process involves a linear regression Baseline analysis comparing energy usage and weather. The most representative 12 -month utility baseline is established for the project. STEP Perform 3 Utility Rate Analysis HVAC, controls systems, building operating characteristics, building STEP Survey construction, and other miscellaneous energy -consuming equipment. 1 Facilities We also review site data, drawings, specifications, codes, and standards related to the project scope, and collaborate with site personnel to fully understand existing conditions. • We develop a thorough understanding of each utility meter and rate structure to fully analyze energy costs and savings potential. • We create rate simulations based on actual utility tariffs. • The rate simulations are calibrated to the actual utility billing data to verify rates and formulas match the utility provider. • Energy models are developed using baseline data collected and calibrated to the utility baseline established. STEP Calculate • Energy savings are determined through the difference 4 Savings between baseline and post project energy consumption. • Cost savings are calculated using the utility rates �J established. C. Funding Options / Financing Approach Funding Options / Financing Approach: Provide a clear breakdown of how costs can be funded utilizing financing and grant opportunities. The City is interested in pursuing loans with low interest rates (0-1%). Any portion of the project that is unable to be funded through loans will be funded by the City's reserves. As you anticipate the value of your energy savings, Rosemead must address the costs associated with any financing to pay for the up -front investment. With Schneider Electric's excellent reputation in the financial market, and our transparent and proactive approach to arranging financing, we can help you secure a competitive financing package with favorable terms. March 20, 2025 Page 37 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On I Schneider Electric By partnering with us, you will also have the advantage of a dedicated resource whose sole purpose is to help you obtain the best financing for your project. Our national Finance Director offers more than 30 years of relevant experience and will work with your team to arrange financing. We have supported funding efforts for hundreds of successful projects across the country, ranging from less than $1 million to more than $40 million, using a variety of debt instruments AdWaL and funding sources. Our team will be at your side to bid out the financing and review the results. While we will not make a recommendation, we can assist you by explaining all terms and conditions. You will have all of the information you need to weigh the advantages and disadvantages of each response against your end goals. We will coordinate with all parties throughout the documentation and funding process so that you have the support you need through closing. MORE OPTIONS FOR FINANCING YOUR GOALS With Schneider Electric, there is no one -size -fits -all approach to arranging financing. We will work with the lending community to provide debt structures that are The larger the pool of lenders at your disposal, the better yourI most advantageous to you. opportunity for finding the right package to fund your goals. With Schneider Electric, Rosemead will have access to a national network of lenders that are motivated to finance energy projects for Municipality customers. These lenders understand the benefits of performance contracting and can offer long-term interest rate locks, competitively low interest rates, and flexible prepayment provisions. In addition to bringing competitive pricing to the table, this network provides Rosemead with alternatives in terms of both lenders as well as structure options. We have vetted these institutions and fostered relationships of trust to secure the best results for our customers. One of the unique benefits of our collaborative approach is we will develop your project and arrange financing hand in hand. This means you will have a defined scope and an assessment of anticipated costs that is based on actual data, including cash flow assumptions. Our Finance Director will provide real-time interest rate assumptions that are reflected in the cash flow models. Rather than approaching potential lenders with a ballpark figure, you will have a more complete plan against h; h t t d KIM ALBERTSON is Schneider Electric's in-house project finance director. With over 30 years of experience, she will work with you to seek out the best possible financing arrangements. w Ic o compare ra es an terms. As a result, there will be no surprises for you when it is time to lock in costs for our contract and lender financing. Schneider Electric will not charge you for—or make any profit from—the financing of your project, nor do we serve as a financial or municipal advisor. All financing for Schneider Electric projects comes from independent third -parry lender/investor sources, such as Bank of America Public Capital Corp, Pinnacle Bank, US Bank, Signature Bank, Sterling National Bank, First Security Finance, Stifel, and D.A. Davidson. Our only interest is to help you find the capital you need with the best terms possible to support your vision for mission -critical improvements for your City. March 20, 2025 Page 38 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric CAPTURING AVAILABLE REBATES, INCENTIVES, AND GRANTS Accessing federal relief packages and the thousands of incentive and grant programs available nationwide is not always simple. Schneider Electric's team of funding experts can help you tap into these grants, rebates, and incentives to stretch your dollars further, reduce the cost of your project, and bridge the funding gap you may be facing. Our in-house Energy Incentives Team actively monitors over 52,000 rebate and incentive programs across North America. We can assist you by researching and identifying the right funding opportunities to maximize the capital available for your project, including: • Utility rebates and incentives • State and federal grants • Stimulus funds such as the Elementary and Secondary School Emergency Relief Fund (ESSER) and the Governor's Emergency Education Relief Fund (GEER) Our experienced team can also guide you through the grant application process to ensure you secure the maximum amount of incentives available. Over the past 15 years, we have helped our clients secure more than $630M in rebates, incentives, grants, and zero -interest financing to fund their infrastructure improvement projects. $1.5M grant for electric vehicle charging $600,000 rebates for battery storage $12M+ of energy improvements funded by grants and rebates We helped Stockton USD secure funding for advanced and innovative energy solutions to help pay for the District's multi-year Energy Expenditure Plan GRANT AND REBATE SERVICES $1.6M grant covered half the cost of new turbo blowers for the City 44% reduction in energy usage which saved $80,000 annually The City of EI Centro utilized funding from grants and guaranteed savings to tackle backlogged capital projects which helped reduce utility costs and the City's carbon footprint. $6.5M grant for renewable energy 3 Megawatts Solar PV production Renewable Energy Services Agreement (PPA) within an ESPC By leveraging Federal funding and third -party ownership, our team helped the US Coast Guard increase energy security and add resiliency to their existing electrical grid Schneider Electric has an established Grants and Rebates team which provides federal and state funding reporting, consulting, and project management services. March 20, 2025 Page 39 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schwieider Electric Service Model State and Federal grant applications have evolved. Instead of requiring a single writer with little oversight, today a grant program requires several steps including discovery and evaluation, the application writing process, and post -submission documentation to ensure an award is secured. Schneider Electric offers a comprehensive program that maximizes your ability to secure funding for your projects. We work with our clients from kick-off through the post -submission period to ensure your grants for project funding will get the attention and support they deserve. After years of experience, we understand key barriers you face: • Awareness: You may know your facility needs, but you may not be aware of all the funding available. • Time and Resources: You may be aware of the grant funding that could further your project, but you may not have the time or resources to apply. Competition: Or, you may even have someone willing to tackle your grant response, but you might not have the latest information to create a competitive application. Schneider Electric is here to help. We have cultivated knowledge around grant funding cycles, project management, and program management over the last two decades, and have honed a comprehensive method that helps our clients develop a long-term funding strategy. OUR TEAM WILL PROVIDE: Reporting and Program Management Project Management and Grant Submission Support Post -Award Guidance and Assistance In the past year, we secured for clients: $43.2M in clean school bus grants $13.8M in school- based mental health $8M in School Violence Prevention Program (SVPP) TO HELP YOU ACHIEVE: To ensure your grant applications are submitted on time and follow all stated government guidelines To make sure you have the most competitive grant/rebate proposal possible To ensure you receive the funding you've been awarded in a timely manner Many federal grants allow a short time period of 45-60 days to learn the submission criteria and turn around an application. Some applications can even take an estimated 400 hours (fifty, B -hour days) to complete. Additionally, approximately 30-40%a of applications in a grant program will be rejected prior to scoring because they omit required details, documentation; or, inadequately explain a problem or solution. With a keen eye for detail, that 30AO% rejection rate can be significantly reduced. The City of Rosemead can save countless hours of time and develop your applications prior to federal funding guidance being released by utilizing our proprietary materials and methodology. These materials are comprised of a series of guides, templates and spreadsheets that directly mimic what the applicant will see in application portals, allowing the applicant to have a head start on gathering content and creating your narrative. March 20, 2025 Page 40 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider ,Electric Local, State and Federal Grant Programs Available to Rosemead Based on initial research, we have identified several opportunities that Rosemead may be able to leverage for your project. Upon selection, Schneider Electric can assist you with these options by providing oversight throughout the application process. Our grant team can identify the grant programs that best relate to your project's overall scope of work. Below are several grant opportunities that Schneider has secured for clients in the past. As the federal funding landscape changes, Schneider will work with Rosemead to identify state and local fund programs (eg SCAQMD Climate Pollution Reduction Grants, CEC Prop 4 Climate Bond) to support the project. .> Environmental Protection Agency _ Total available: 4W j Clean Heavy Duty Vehicle For Class 6/7 fleet vehicles $1,250,000,0000 V, Program Max award: TBD Rebuilding American Infrastructure ac OF TRqros E A with Sustainability and Equity (RAISE) / Infrastructure for For major roadway infrastructure (can Max award: $25M - Rebuilding America include "dig once" for fiber installation) $75M (INFRA) iFor fa projects that improve pedestrian and cyclist safety, including lighting ATEa OF P� Safe Streets and Roads for All projects and traffic signals — can Max award: $25M include smart grid (traffic) technology, or even building new pathways for pedestrians, etc. Dept. of Transportation / Dept. of Community and corridor roadway Max award: $15M, to Energy Electric Vehicle charging g fund 80% of total project Infrastructure Program cost Dept. of Energy Grid Resilience To ensure the reliability of the power Max award for smart Grid: $30M and Innovative Partnerships sector's infrastructure Max award for Grid S Program Innovation: $250M National Telecommunications and For broadband adoption activities �� Information Administration Digital (education, healthcare, workforce Max award: $3M BroadbandUSA Equity (NTIA) development, etc.) Incentivizes investments in energy 30%-60%of solar Inflation Reduction Act /Energy Efficiency and efficiency retrofit projects (lighting, project cost AND rogram (EECBG) Conservation Block Granntt Program envelope, mechanical) _$1M - $3M of entire EPC protect discounted Based on square footage and desired Formulas: 25%, Deduction: scope, the IRA has bolstered EPC $2.50Istift X SQ FT.. X Inflation Reduction Act (IRA) & EPAct Credit (179D) scope cost deduction through the 25% deduction EPAct of 2005. 50% Deduction: $2.50Isq.ft. X SQ. FT.. X 50% deduction Southern California Edison - On Bill Financing measures 0% interest loans on energy efficiency Max award: up to $5M March 20, 2025 Page 41 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider Electric 6. Responsiveness ESCO's track record of collaboration and ability to address inquiries, requests, and concerns proactively and effectively. Our foundational philosophy rests on the following three tenets: Integration of innovative ideas, Communication during the execution of a well-designed plan, and Local collaboration that maximizes community, economic, and social impact. With these supporting principles at the core of our philosophy, we will be able to help the City of Rosemead maximize the success of our partnership. Our vast experience in successfully completing over 1,090 guaranteed savings projects throughout the country speaks to our overall ability to fulfil this philosophy. No doubt inquiries and concerns arise throughout the development and construction of a project, but we have time and time again worked and collaborated with clients to ultimately further their goals through these projects. Municipal Experience We have helped counties and municipalities of all sizes accomplish their climate action and financial goals. Our work across more than 160 municipal projects includes major US cities such as Dallas, Chicago, Atlanta, Los Angeles, Houston, Kansas City, and more. Schneider Electric ESPC Work — Over $1.4B Nationwide. Our municipal clients state that our integrity, reliability, and the ease of working with our team members place us on a level above our competition. You will work with certified professionals who have the proven expertise to develop and construct innovative solutions to your most pressing challenges. Our extensive experience and financial strength position us to support your project now and well into the future. Schneider Electric can develop traditional ECMs such as the ones listed in the phased measure list (HVAC, LED Lighting, etc.) along with unique ECMs that require more technical creativity while assisting with grant securement. We can also support bond campaigns and co -develop programs to ensure staff and community members are engaged with the overall vision of Rosemead's efficiency and economic development goals. Experience in Similar Facility Types With such a broad range of experience in cities and counties all over the country, our team has ample experience in facility types similar to those in Rosemead. We have performed ESPC projects in public sector facilities such as: • Battery storage, City -street and sports field lighting (City of Palmdale) • Microgrid (Ojai USD) March 20, 2025 Page 42 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On I Schneider VEleccric • Solar, EV infrastructure, and lighting (City of Auburn) • Aquatic centers (Berkeley High School Natatorium) • EV Infrastructure and fleet plans (Stockton USD, Modesto USD, Sierra USD) • Controls and Mechanical replacements (Kings Canyon USD) • Sustainable Outdoor Community Centers (Modesto USD, Thousand Oaks USD, Berkeley USD) • Solar (City of La Porte, Ojai USD, Pleasant Ridge USD, Moraga USD, Modesto USD) • Wastewater treatment plants (LA County Sanitation, Simi Valley) • Sports fields, Parks, Sports Tourism (City of Sierra Vista) • City halls (City of Palmdale, City of Auburn, City of Lomita) • Water wells (Virginia National Guard) • Fire stations (Dallas County) • Police stations (City of Smyrna) • Recreation buildings (University of Maryland) • Airports (Valley International Airport, City of Auburn) The City of Rosemead is an innovative city with high aspirations of efficiency and sustainability. As you're looking for energy experts to guide you through your efficiency journey, you need an ESCO that is equally matched and able to develop a solution that is worthy of the Rosemead name. Our Experience in California We have a long history of providing energy work in the State of California since 1995. Schneider Electric employs over 2,100 professionals across the state. We have developed and implemented over $720M worth of work for cities, counties, school districts, and special districts across the state. We are registered as a California Professional Engineering firm and function as a general contractor on energy savings performance contracts. Our registration number is 708952. i I CALIFORNIA PRESENCE 8 offices located in California with 2,100 local employees delivering Schneider Electric solutions Over 130 projects totaling over $720M in work. March 20, 2025 Page 43 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On Schneider 'Electric 7. Community Benefit Beneficial Scope. The scope of this project inherently benefits the Rosemead community by upgrading all city facility lighting to LED and parkwide lighting at Rosemead Park and Aquatic Center, along with modernizing HVAC units in key facilities with universal controls. These improvements align with Rosemead's Strategic 2030 goals to significantly enhance safety, security, and comfort for residents and staff; save substantial energy; reduce maintenance costs; and lower greenhouse gas emissions. The new systems will enable proactive maintenance, ensuring reliable and efficient operations, freeing up staff to focus on constituent services and improving the overall quality of life in Rosemead. This project will create a healthier, more attractive, and more vibrant community, fostering pride and engagement among residents. Global Foundation. The Schneider Electric Foundation is dedicated to creating positive change worldwide by promoting sustainability, with clean energy solutions, enhancing community resilience through emergency relief, empowering youth through vocational training, and fostering volunteerism among employees. Celebrating 25 years of impact, the Foundation donates over $2 million annually to non -profits, supports health, education, and cultural initiatives, and collaborates on innovative projects to reduce CO2 emissions and improve energy efficiency, demonstrating Schneider Electric's commitment to being a responsible corporate citizen and a positive force in client communities. The Schneider Foundation recently donated hundreds of portable power supply units to the Footprint Project, which distributed these units to areas impacted by the LA Wildfires, including Emergency Operations Centers and residents with power needs for at-home medical devices. Committed to Engaging Community Engagement is central to Schneider's culture, and we engage our partner communities in a variety of ways. Supporting our Partners' Community Events • Palmdale Kaleidoscope Festival o Hosted a solar -powered smoothie station, and a o Kids station, painting drawstring backpacks Schneider Employee Volunteering Events Schneider Electric is committed to fulfilling its role as a responsible corporate citizen by supporting and adding value to the communities in which our employees live and work. The Company has a global policy that allows our employees to volunteer up to 20 hours during company paid time. The new Volunteer Policy aligns with Schneider's local practices, allowing employees to volunteer 20 hours annually to activities that benefit the community. Recent activities in the area include: • Los Angeles Regional Food Bank, January 2025 (three Fridays) 75 employees assembled 5,413 food kits and 16,050 pounds of produce for families impacted by the LA Wildfires 20,2025 Page 44 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal Life Is On I Schneider Electric • Long Beach Rainbow Harbor Marina, Debris removal, October 2024 • Long Beach Pier, trash pickup, July 2024 Schneider will commit to engaging the Rosemead Community: 1. Conducting a Rosemead Community education campaign a. Multi -channel communication to Rosemead residents; may include: i. Public presentations ii. Direct mail campaign iii. Permanent interactive kiosk in Civic Center or Community Center iv. Bus -stop & billboard campaign Supporting Rosemead Community Events a. Sponsoring a State of the City event, provide progress report b. Hosting a table at National Night Out 3. Joining the Rosemead Chamber of Commerce 4. Organize volunteer events and encourage Schneider Employees to volunteer in Rosemead, for Rosemead non-profit organizations or events Marketing and Public Relations: Get Your Message Out Generate excitement and foster trust in your strategic direction with a marketing and communications plan that is tailored to your goals and audience. Schneider Electric's public relations and marketing experts can help you do more with less by becoming an extension of your team. We take the complex task of generating positive publicity and community engagement off your shoulders by putting our resources to work for you: OEngage: We identify groups or stakeholders who may want to get involved to make the most of your energy initiatives. OPromote: We work with you to develop high -impact messages for local, statewide, and even national audiences. 3 B Influence: We determine the best distribution channels to share your story to reach the biggest network. March 20, 2025 Page 45 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal City of Rosemead Energy Project Proposal COMMUNITY AWARENESS Our marketing team will work with you to identify and reach key audiences in both the digital and physical worlds. We will then devise a multi -faceted plan to engage your stakeholders, generate excitement for your efforts, and promote your success. Your marketing plan will be customized for your organization and could include: • Public relations outreach to local and national media • Community and media events to celebrate key project milestones • Special events like Earth Day, Arbor Day, and community fairs • Grant or rebate check presentations • Social media campaigns and communication templates BRANDING AND POSITIONING Life Is On I Schneider {Electric A PARTNER OF SUSTAINABILITY FOR YOUR COMMUNITY Monument, CO — Schneider Electric has helped clients across country, like Lewis -Palmer SD 38 in Colorado, put on community outreach events to promote engagement and sustainability. Branding ensures your message is consistent and your position is clear. Schneider Electric will help you create dynamic messaging and visuals to instill confidence in your stakeholders and get your message across. • Custom signage to inform and educate your community about your projects benefits • A clear and concise visual identity to boost visibility and provide a consistent image for awareness • Targeted branding to influence critical stakeholders in advance of bond votes, board meetings, Environmental Protection Agency reviews, and more NATIONAL RECOGNITION PALM DALE A PLACE TO CALL HOME Our custom logo for the City of Palmdale You are a leader in energy conservation and environmental responsibility. Schneider Electric can help you showcase the breadth of your commitment to energy conservation and fiscal stewardship through: • Promotional videos that celebrate your position and success with sustainability, initiatives • Fresh website content or a new website to showcase improvements • Case studies and white papers that bring your initiative to the national stage To see videos, case studies, and white papers from our previous customers, visit hub resourceadvisor.com/performance-contracting. Your marketing and communications plan will be tailored for you. Tell us what you need, and we will craft a plan that is aimed at your audience and your success. Page 46 Use or disclosure of data contained on this sheet is subject to the restriction on the table of contents of this proposal DREAMING BIG IN CALIFORNIA 0 30+ Years in California (D 131 California Projects since 2007 8 California Offices $720M+ in California work 2,100 local employees D $70M+ in secured state grants D and incentives "if you're looking for a firm that provides quality work and exhibits integrity throughout all aspects of operations, Schneider is your team member. " -Adele Nikkel, CFO - Kings Canyon USD Kathleen Pratt 323203.6479 Kathleen. Pratt@se.com 1660 Scenic Ave. Costa Mesa, CA 92626 Life Is On Schneider Electric Attachment B Veregy Proposal OSEMEAD kk 1 i—L,% ". fill I. -r.0 l:u, ii, i Department of Public Works 8838 E. Valley Blvd. Rosemead, CA 91770 Veregy Contact Information: Ryan Gunstream E: rgunstream@veregy.com P: 949-531-1979 Address: 3090 Bristol Street, Suite 400 Costa Mesa, CA 92626 .Y SEMEAp 1� seas VAllil r A Contractor's License: #1023083 p { • r CA Dept Industrial Relations: #1000053722 Veregy, LLC, is not a legal, tax, investment, or financial advisor, nor does Veregy directly rice any projects. V rmational purposes only, any content readers should not construe any such inform n or other material as I ice. Regardless of only, to the contrary, nothing available on or through Vera g LLC's business practices IN /emendation that an individual or organization should not consult with a legal, tax, investment, or financi m7pilicular circumstances. e LLCe ccntentis ial Ulfteddrea a Veregy's Response to City of Rosemead Request for Proposal Table of Contents 4^4'VEREGY TABLE OF CONTENTS...........................................................................................2 COVERLETTER......................................................................................................3 PROJECT HISTORY................................................................................................4 QUALIFICATIONS..................................................................................................5 TECHNICAL APPROACH........................................................................................8 MANAGEMENT APPROACH................................................................................11 COST AND PRICING.............................................................................................18 RESPONSIVENESS..............................................................................................23 Veregy's Response to City of Rosemead Request for Proposal Cover Letter March 20, 2025 Arlene Tieu City of Rosemead, California. Department of Public Works Dear, Arlene The City of Rosemead "City" will achieve long term energy savings for its taxpayers, gain strategic progress towards the City's sustainability goals, and minimize its financial risk to perform the services outlined in this RFP by selecting Veregy as its energy services "ESCO" partner. We applaud the City for taking this proactive approach to solving their infrastructure needs through this process. Our team is excited for this opportunity to build on these accomplishments and is committed to helping the City meet the challenges and stated project goals including: Funding and Financing Solutions, Energy Efficiency, Technological Modernization, Public and Environmental Benefits, Budgetary Risk Management. Veregy excels in identifying, designing, and constructing diverse energy and water improvements with proven technical and financial expertise. We manage design -build projects from start to finish using a unique process that delivers highly accurate, quantifiable energy savings, surpassing industry standards. Our exceptional qualifications are well-suited to support the City of Rosemead. I Local to Rosemead: We are committed to being your long-term partner, demonstrated by our investment in a dedicated Southern California office at 3090 Bristol Street, Costa Mesa, CA. With multiple local offices in California, all on-site work will utilize local resources, enhancing response times and lowering project costs. Customized Solutions: As vendor- and product -independent engineers, we are duty-bound to select products that best serve our clients. This independence leads.to unbiased recommendations and comprehensive life -cycle cost analysis that guarantees the lowest long-term cost. Unmatched municipal and funding expertise: Veregy offers in-house financial experts to maximize funding, investigate and optimize federal, state and local grants, minimize capital costs, and ensure optimal long-term financial performance of projects, in line with the City's fiscal responsibility. Our unique approach delivers maximum value: Veregy's in-house engineers create comprehensive, vendor -neutral solutions and detailed implementation plans, ensuring projects are designed and I competitively bid with no change orders and strong energy savings guarantees before any construction contract is signed. We appreciate your consideration and look forward to partnering with the City of Rosemead on your initiatives. Together, we welcome the opportunity to build on our long-term, successful partnership with the City of Rosemead. Please contact during this review process: Ryan Gunstream, Sr. Account Executive P: 949.531.1979 E: rgunstream@veregy.com Page 3 of 26 iAr VEREGY grir Veregy's Response to City of Rosemead Request for Proposal OSE AD Project History Veregy has extensive experience in the municipal markets across the country have done over 100 EPC projects with municipalities covering many hundreds of facilities with a broad range of functions including: Airports Parks Government ..m" Stadiums Police Stations Libraries Museums M.q,. A.Y,r Clfa y �wr^ar+ V Wastewater Fire Stations Streets VEREGY CALIFORNIA LOCATIONS Central Califomia 1600 Truxtun Ave, 2n0 Floor Bakersfield, CA 93301 Southern California 3090 Bristol Street, Suite 400 Costa Mesa, CA 92614 Northern California 1111 Broadway, Floor 3 Oakland, CA 94607 Page 4 of 26 �^r VEREGY Sample City and Nearby Clients County of Santa Barbara City of Hawaiian Gardens City of Lake Forest County of San Luis Obispo City of Huntington Beach City of Maywood City of San Luis Obispo City of La Mirada City of Moorpark City of Whittier City of Seal Beach City of Redondo Beach Kern Community College Bakersfield College) Ventura Unified School District Lamont Elementary School District Oxnard Union High School District Los Olivos School District Butionwillow Elementary School District Page 4 of 26 �^r VEREGY OR Veregy's Response to City of Rosemead Request for Proposal ROSE EAD VEREGY'S VAST KNOWLEDGE AND EXPERTISE Veregy has extensive experience working within the City's energy policies, building codes, and sustainability goals, ensuring compliance while delivering high-performance, cost-effective energy solutions. As a DOE -qualified Energy Services Company (ESCO) and NAESCO-accredited provider, Veregy is well -versed in local energy efficiency regulations, Title 24 compliance, California Green Building Standards (CALGreen), and municipal sustainability initiatives aimed at reducing carbon emissions and operational costs. Our expertise includes building automation, HVAC optimization, solar and battery storage, LED lighting retrofits, electrification projects including fleet electrification through electric vehicle (EV) charging and public facing EV and Water/Wastewater treatment efficiency, all designed to align with the City's long- term energy and environmental objectives. Veregy has successfully executed similar energy performance and commissioning projects across the region, partnering with public agencies, school districts, and municipalities to implement turnkey solutions that reduce energy consumption and enhance system performance. Our ability to self -perform key aspects of project implementation ensures compliance with all regulatory requirements while maximizing financial and environmental benefits for the City. We design our projects in full compliance with state and local building and energy codes. Our team has successfully designed and implemented projects approved by DSA, OSHPD, and local municipal plan check authorities. For instance, California Title 24 mandates that all new packaged units include outside air economizers. Also, our lighting designs include Design Light Consortium (DLC), approved lamps and fixtures to qualify for applicable rebates and loan programs. We are committed to collaborating closely with City engineers to develop solutions that meet or exceed the minimum code requirements. We are grateful for the cooperation and input we have received from City staff throughout this initial stage of our preliminary assessment. As we have already presented, we estimate the City has the potential to capture over $22 million in energy savings over the next 20 years -and has the potential to reduce its greenhouse gas emissions (GHG) by almost 2.8 million pounds of carbon dioxide. In addition, this project would make strategic gains towards the City's 2030 Sustainability Plan including: Safety, Infrastructure and Facilities, Parks and Programs, Finance, and Activation and Economy. All Measure Upgrades. $9.9M LED Lighting $1.6M HVAC/Controls Upgrades $3.6M PV Solar Pool/Irrigation Upgrades $4.3M $250k Implementation Savings 20yr Total Savings (5%e aWon+MC) $22M 4A"' VEREGY SOX 'G' N0. V DIO%IDI SOlNR OXIDES IfiROCilI G xIUkS 3,572 70 02 er year 16speryear r Page 5 of 26 Veregy's Response to City of Rosemead Request for Proposal Qualifications VEREGY'S BACKGROUND Over the past 34 years, Veregy has implemented more than 185 individual comprehensive energy conservation programs for municipalities across the country with over a billion dollars in avoided energy costs and secured over $4.75 billion in project financing solutions. Veregy has earned a reputation as a leader in the energy services industry. Our funding team has secured over $1 billion in funding and provides a depth of expertise that is unmatched by any other firm, with an 87.6% funding rate. The City of Rosemead will receive dedicated support from our local Costa Mesa office, and supporting offices including Oakland, CA and Phoenix, AZ. We employ over 500 full-time staff dedicated to engineering, design, construction management, installation, operations, finance, and guarantee of energy projects. Among these personnel are more than 30 project developers, 115 project managers, and 130 engineers, including 55 registered professional engineers. FINANCIAL CAPABILITY OF VEREGY Veregy also maintains robust financial capacity, with no bankruptcies, pending litigation, or other financial issues that could impede our ability to complete the contract. Our stability and financial strength, coupled with our deep expertise, commitment to quality, and proven success in securing utility incentives, make Veregy a reliable partner for delivering comprehensive energy solutions in California. Veregy has a bonding capability of $325M for public works projects. STRONG CASH FLOW & FISCAL MANAGEMENT Veregy maintains robust cash flow and financial reserves, allowing us to fund upfront costs, procure long -lead equipment, and support projects through all phases without financial strain. Our company's proven financial discipline ensures that every project is delivered on time and within budget, without unexpected cost overruns. Veregy's financial team adheres to strict Generally Accepted Accounting Principles (GAAP) and utilizes state-of-the-art accounting systems to track project costs, manage invoicing, and maintain full transparency with clients. ACCREDITATIONS Veregy is an approved provider of energy services through the U.S. Department of Energy's Federal Energy Management Program (FEMP) and an accredited member of the National Association of Energy Service Companies (NAESCO). Veregy has earned NAESCO's highest level of accreditation as an Energy Service Provider (ESP). We have been fully accredited by NAESCO since 2009. Companies seeking NAESCO-accredited status must apply to a committee of industry experts unaffiliated with any Energy Services Company (ESCO) or any other company under consideration for a thorough examination of core competencies and business practices each year. Jig-, OSE _ AD Page 6 of 26 4w" VEREGY' �0 Veregy's Response to City of Rosemead Request for Proposal 0SE,mME'AD 10 ..,_... Through this process, Veregy has met the rigorous standards to become an accredited Energy Services Provider (ESP) through NAESCO. Through our membership, Veregy attends workshops, webinars, and conferences featuring industry innovation and business development. This gives us valuable insight into new and emerging energy conservation measures, market trends, and policy updates, adding value to our projects. VEREGY'S COMPLIANCE WITH PERFORMANCE CONTRACTING REQUIREMENTS Veregy is a DOE -qualified Energy Services Company (ESCO) and a NAESCO-accredited Energy Service Provider (ESP), ensuring full compliance with performance contracting requirements at the federal, state, and local levels. Our approach adheres to all statutory and regulatory guidelines, including California Government Code Sections 4217.10-4217.18, which govern energy service performance contracting (ESPC) for public agencies. Guaranteed Performance and Cost Savings Veregy operates under Energy Savings Performance Contracts (ESPCs), where project costs are repaid through guaranteed energy savings. We conduct comprehensive energy audits, life cycle cost analyses, and financial modeling to demonstrate that projected savings will fully cover the cost of improvements. If actual energy savings do not meet the guaranteed thresholds, Veregy is financially responsible for covering the shortfall, protecting clients from financial risk. Comprehensive Measurement & Verification (M&V) To ensure compliance with performance contracting requirements, Veregy implements rigorous Measurement & Verification (M&V) protocols following IPMVP (International Performance Measurement and Verification Protocol) standards. We track and report actual energy savings over the contract term, providing clients with detailed performance reports and ensuring transparency in all financial calculations. Page 7 of 26 4Ar VEREGY f Veregy's Response to City of Rosemead Request for Proposal OSE EAD Procurement and Competitive Bidding Compliance Veregy follows strict procurement guidelines, utilizing competitive bidding processes to secure qualified subcontractors, cost-effective materials, and high -efficiency equipment that comply with project specifications. We adhere to public works contracting requirements, including prevailing wage laws, certified payroll reporting, and Department of Industrial Relations (DIR) registration. As vendor- and product -independent engineers, we are duty-bound to select products that best serve our clients. This independence leads to unbiased recommendations and comprehensive life -cycle cost analysis that guarantees the lowest long-term cost. No Change Order Guarantee A fundamental component of Veregy's performance contracting compliance is our fixed -cost, no - change -order guarantee, unless requested by our client. This ensures that once a project is contracted, there are no unexpected costs or budget overruns. All project scope and financial commitments are clearly outlined upfront, providing clients with financial certainty and risk-free execution. Alignment with Public Agency Requirements Veregy works closely with school districts, municipalities, and higher education institutions, ensuring all performance contracting requirements are met, including regulatory approvals, reporting, and stakeholder engagement. Our extensive experience with state funding mechanisms, utility rebates, and. federal incentive programs allows us to structure projects for maximum financial benefit while remaining fully compliant with government codes and performance contracting best practices. Experience and Accountability With a track record of successfully executing performance-based energy projects across hundreds of public facilities, Veregy has built a reputation for delivering measurable savings, long-term operational benefits, and compliance with all performance contracting standards. Our transparency, financial accountability, and adherence to contractual obligations make us a trusted partner for clients seeking to improve energy efficiency while maintaining strict financial and operational oversight. Technical Approach ENERGY EFFICIENCY Our process begins with gaining a thorough understanding of the current utility consumption and costs at each City site and building. Establishing an accurate overall energy and end-use baseline ensures that the projected savings for each measure are realistic and achievable. For example, if a building audit has determined that lighting use accounts for 40% of the total electric energy, then our approach ensures that overall lighting efficiency and controls savings for this building remain bounded by the lighting end-use portion of the baseline. This end-use energy approach is applied to other building measures such as HVAC efficiency, HVAC control strategies, plug loads, natural gas equipment efficiency, etc. To further strengthen confidence in our savings estimates, our team has developed eQuest whole - building energy models (which is typically reserved for the IGA stage) of Rosemead's major facilities during the PEA, providing a head start in evaluating the savings from proposed ECMs. As noted earlier, these models are calibrated to the actual utility baseline for each facility and will be further refined during the IGA with detailed audited and metered data. See below for whole -building model renderings of City Hall, Community Center, and Garvey Center buildings: Page 8 of 26 4^" VEREGY Veregy's Response to City of Rosemead Request for Proposal R0SE1y kAD �J Figure 1 - Rosemead City Hall Model Figure 2 - Rosemead Community Center Model Figure 3 - Rosemead Garvey Center Model TECHNOLOGY SELECTION As vendor- and product -independent engineers, we are duty-bound to select products that best serve our clients. This independence leads to unbiased recommendations and comprehensive life -cycle cost analysis that guarantees the lowest long-term cost. We take a utility meter -focused approach to energy projects when evaluating the order of various measures. This means we first evaluate the energy efficiency measures, such as lighting upgrades and HVAC improvements, to reduce the load at the meter. Only after optimizing energy use do, we evaluate renewable generation options to prevent over generation and the potential loss of value from sending excess energy back to the grid at a lower rate. AUDITING Veregy performs thorough walk-throughs of site-specific buildings to review and document existing conditions to identify real measures. This could account for safety, building conditions, occupancy levels, locations of equipment, lighting, electrical gear, HVAC/Controls, parking lots, roofs, and more. In addition to what we can identify, we discuss the wants, needs, and goals of individual key personnel (building coordinators, maintenance technicians, etc). This provides us detailed insight of the day-to- day operations of the City. During the IGA, we will audit all the measures listed in Phase 1 and Phase 2 simultaneously. This streamlined approach minimizes the number of site visits required for the same measures and reduces Rosemead's staff escort time needed for these visits. Page 9 of 26 '4^r VEREGY d Veregy's Response to City of Rosemead Request for Proposal RE1vTE%k e..u. MEASUREMENT AND VERIFICATION Depending on what ongoing services are requested by the customer, Veregy may continue to this phase. During this phase we will actively monitor the actual savings and provide regular reports on those savings. Any problem in the systems that affect energy savings will be caught quickly so corrective measures can be taken. What sets Veregy apart from our competitors is our 24/7 central energy plant that monitors our energy projects. Veregy has arrays across the country and our central energy plant operates 24/7/365 for the sole purpose of ensuring each system performs as expected. If a problem should arise, our team has the resources, knowledge, and equipment to know where the problem is and how to fix it promptly. We use state-of-the-art hardware to gather, transmit, and make available timely system performance data to you and to our dedicated team of performance engineers and expert service technicians, thereby ensuring fast, reliable, and effective response to any field issues. With our monitoring services, your downtime will be limited should any problems arise. COMMISSIONING Our commissioning team ensures that each project step is completed properly and aligns the function of the building systems with the client's project requirements. The Commissioning Plan is developed and executed under the supervision of a qualified Commissioning Agent — never by the installing subcontractor who has a vested interest in overlooking challenges. Our dedicated in-house staff are heavily involved in the entirety of the commissioning process. Veregy uses a systematic commissioning process that creates cohesiveness between the City's project requirements, Veregy's engineering and design, subcontractor installation, and operation of each building system. If desired by the City, commissioning can also be completed by a third -party Commissioning Agent. OPERATIONS AND MAINTENANCE Veregy's construction management team coordinates contracting efforts with both City staff and Veregy project development engineers. This coordination ensures the project is completed with minimal disruption to operations, installed in a timely manner, delivered on budget, and performs as the engineer intended. By acting as the sole source of accountability for each project, our construction team provides the highest -quality, most cost-effective project installations. Veregy provides ongoing training and support for our clients' staff for as long as the client desires. As part of this ongoing support, our on-site staff evaluate the need for formal refresher training and conduct informal on -the -spot training as needed. We offer maintenance training as needed to ensure that systems and equipment continue to operate properly and to support verification of persistent savings. Training also covers the procedures and protocols necessary at the end of the project term to turn the systems, operations, maintenance, repairs, and replacement responsibility over to City staff. HANDLING OF SAVINGS SHORTFALLS Veregy's Energy Savings Guarantee is the most robust guarantee in the industry because we leave nothing to chance when we design and engineer a project. Due to the level of upfront development and engineering we perform, we can utilize IPMVP M&V Option C, which yields the most accurate guaranteed utility savings for our clients. Unlike our competition, who typically guarantees at most 90- 95% of energy savings, we guarantee 100% of our savings. Additionally, Veregy guarantees no change orders on our projects, unless requested by our customer. We can provide these guarantees because of our extensive in-house expertise and our unique engineering -centric approach providing enhanced upfront engineering and full solution design before contract. Our robust energy savings guarantees are a result of our full project development and implementation process, which is detailed in the Scope of Work section. M&V Management: The M&V approach employed by Veregy is consistent Page 10 of 26 4A4' VEREGY Veregy's Response to City of Rosemead Request for Proposal I OSE . EAD with the U.S. Department of Energy Federal Energy Management Program publication, M&V Guidelines: Measurement and Verification for Federal other approved methods. Veregy works collaboratively with clients to establish our M&V approach for each energy conservation measure implemented, and weigh factors such as facility type, metering and submetering capabilities, utility incentive requirements, etc. Veregy recognizes that each facility is different and that every implemented measure is unique. Veregy's approach is designed to provide a clear path to measurable energy savings and reliable incentive maximization. Management Approach ORGANIZATIONAL CHART tV41% k SE]VTE'1.AD . VEREGY PACIFIC Ryan Gunstream Account Manager VEREGY PACIFICI I VEREGY PACIFIC Staffen Akerstrom Paul Benson Principal in Charge Director of Safety P.E. #M-31150 VEREGY PACIFIC Virak Dee VEREGY PACIFIC SENIOR PROJECT Adam Kline DEVELOPER. PE I Construction Manager VEREGY PACIFIC VEREGY PACIFIC Jaime Casal AIIA Nauhna PROJECT DEVELOPER III. PE Project Manager VEREGY PACIFIC VEREGY PACIFIC Sean Murphy Mike McNulty Senior Engineer I Site Superintendent I P.E. ,M-3882& LEED AP BD.0 510934&27 CEM #23823 VEREGY PACIFIC Amends Maki Project Engineer E4 9171478; CA LEED AP BDaC r 99711253431 4A" VEREGY Page 11 of 26 VAN Veregy's Response to City of Rosemead Request for Proposal OSE EAD PROJECT MANAGEMENT Veregy Project Managers (PM) are active in the project from its conception. They work with project developers through the audit and design phase, and then after the project is approved, they take control through the implementation and the entire warranty period. Veregy project managers are field-tested professionals with engineering and business backgrounds with the industry knowledge to be involved in every project phase. Veregy promotes an interactive working relationship with our clients. We will work with the City to integrate our staff of professionals with the Rosemead team of personnel and subcontractors so that every aspect of the project is successfully coordinated. PROFESSIONAL ENGINEERING LICENSURE AND CERTIFICATIONS Veregy licensed professionals maintain an array of certificafions and licenses, including Certified Energy Manager (CEM) certifications, LEED professional designations, PMP, and licensed professional Engineers (P.E.). Veregy currently has over 450+ employees nationwide, allowing us to self -perform a vast majority of the deliverables associated with a comprehensive project. This includes: PROFESSIONAL ENGINEERING SAFETY Scope Definition As facility and energy conservation opportunities are identified and quantified by the engineering team, the project manager evaluates the practicality of the installation, the parameters for the implementation, the risks involved, and the economics related to the client's overall project goals. The first step in the PM process is a complete and thorough definition of the project scope. A project kick-off meeting between the City and the Veregy project team will seek to define installation standards and procedures that will be included as part of the scope of work for each facility improvement measure (FIM) and energy conservation measure (ECM). The project scope is the design criteria from the engineering recommendations of the detailed audit. The scope definition includes identifying operating information on each FIM and ECM, for example, air and water flow data, motor speed, entering and leaving Page 12 of 26 4Ar VEREGY 16 30 1 AIL AAL AAL AAL us&"" 04 Professional Engineers UED AP Professionals Certified Energy Managers Certified Energy Auditor OSHA 30 OSHA 500 OSHA Excavation OSHA 10 Scope Definition As facility and energy conservation opportunities are identified and quantified by the engineering team, the project manager evaluates the practicality of the installation, the parameters for the implementation, the risks involved, and the economics related to the client's overall project goals. The first step in the PM process is a complete and thorough definition of the project scope. A project kick-off meeting between the City and the Veregy project team will seek to define installation standards and procedures that will be included as part of the scope of work for each facility improvement measure (FIM) and energy conservation measure (ECM). The project scope is the design criteria from the engineering recommendations of the detailed audit. The scope definition includes identifying operating information on each FIM and ECM, for example, air and water flow data, motor speed, entering and leaving Page 12 of 26 4Ar VEREGY Veregy's Response to City of Rosemead Request for Proposal OSEE,AD . ,,.,,._.,.... temperatures, etc. Specific equipment and installation guidelines and applicable building and installation codes will be defined during this exercise. Scope Review Constructability Review Procurement, Bidding and Estimating Permitting and Code Review Preliminary Schedule Review Subcontractor Selection Equipment Selection Schedule Review Final Schedule Review Establish Formal Communication Lines Subcontractor Procurement and Scheduling Material Ordering Staging Communication Superintendent & Safety On Site Utilize PM Software O&M and Training The Veregy business development manager, projectmanager, and the Gients internal project manager will be involved througlwat the entire process. PROJECT GOALS AND OPERATING PARAMETERS Defining the project's operating parameters is also part of the kick-off meeting. These parameters include data that will allow the PM to plan the successful implementation of the improvements effectively. The definition of the client's goals for this project will be discussed with the team. Veregy expects to manage this project on time, on budget without change orders, and to the satisfaction of the City. Therefore, it is critically important that we are aware upfront what the expectations are from the City as they relate to: Disruptions Scheduling Internal / External City Processes Badging and Security 4^4 VEREGY Clean -Up Facility Policies Subcontractor/Staff Communication Page 13 of 26 Veregy's Response to City of Rosemead Request for Proposal OSE AD Team Development Developing a team capable of executing the designed work according to the established operating parameters and project plan is critical to a project's success and client satisfaction. Veregy follows a project -tested subcontractor and supplier evaluation and selection process. The evaluation determines a subcontractor candidate's strengths and weaknesses and the development of a plan to manage the relationship. Constant evaluation of all subcontractors and suppliers throughout a project enables Veregy to monitor their performance and further assess their capabilities. Maintaining the expertise of the entire Veregy team at a level necessary to meet the client's cost, schedule, and quality expectations is critical on every project. We have always enjoyed working with Veregy because, like Henson Robinson, the "client first" concept permeates throughout the entire organization. Our shared projects found the right blend of energy efficiency, first cost, quality, and long-term reliability for our customers. -Joe Kulek, President, and Dan Hoselton, Executive VP Henson Robinson Subcontractor Selection Veregy is committed to strengthening local economies and communities with every project by utilizing qualified local contractors and suppliers as part of our project team. Veregy values our long-standing relationships with our partners and is pleased to include them on the City project team. The most important aspect of managing and coordinating an implementation team is ensuring that the best possible team members are in the appropriate positions. Target local and national subcontractors I Target subcontractors who have a relationship with the client I Target subcontractors based on experience, expertise, and abilities I Invite contractors that have provided City exceptional service over the years I Evaluate the use of in-house employees interested in working on the project Prospective contractors complete a Contractor Qualification Statement I Evaluate strengths and weaknesses of contractors and suppliers I Review contractors' experience, ability, and company stability I Confirm availability and capacity for the project I Evaluate safety records and legal history I Consider proximity to the project and similar values as our client and Veregy I Establish clear goals and objectives for the project with each subcontractor and supplier I Identify a single point of contact with each subcontractor that has the authority to make commitments I Identify the contractual/administrative point of contact with each subcontractor Page 14 of 26 4^" VEREGY Veregy's Response to City of Rosemead Request for ProposalD ROM - Project Planning During the technical audit phase of the project, the PM will develop a detailed project plan. A clear and dynamic project plan is imperative to completing an ESPC project. This project plan will include the engineering design criteria, equipment -specific information such as lead times, and the project definition criteria established during the pre -project meetings. The preliminary plan developed on an ECM -by -ECM or FIM -by -FIM basis will be modified to include information available during the audit and the facility operating schedules. The detailed installation plan will accommodate the operations schedule to the maximum extent possible. Where disruptions in operations are inevitable, the project manager will document the expected interruption and its impact on the facilities and communicate this interruption to the client's representatives and facility operator. The project manager must confirm the plan and all expected disruptions before the installation of the ECMs begins. The plan will also show the critical project path so that the project manager will know where the resources should be concentrated to finish on time at every point during the implementation. The project plan will be updated monthly, posted in Veregy's on-site office, and communicated to stakeholders as necessary. All installing parties involved with a particular ECM must accept and adhere to the detailed installation plan. The plan will be made available to every subcontractor and supplier in both hard copy and electronic form, and plan adherence will be built into every subcontract issued. We will also make the project schedule available to each facility operator affected by the installation, along with complete documentation of the work involved, expected downtime, and delays scheduled before starting work. On-site Office During the technical audit, Veregy will seek to establish an on-site project management office for Veregy's use and all subcontractors involved. If space is unavailable in the facilities, we will rent a mobile office and position it in collaboration with the client's preference on location. This office allows the project manager to spend more productive time on-site and be available for questions and conflict, and problem - solving. It also functions as a verbal communications and information hub, making on-site employees more efficient by giving them a place to take care of their non -installation business. Project Management Tools and Communication At Veregy, we utilize project management software to manage the project and will offer system access to the City and all subcontractors. This software houses the entire PM process data, including drawing management, meetings, emails, photos, RFIs, specifications, schedules, submittals, daily logs, inspections, budgets, final punch lists, meeting minutes, and change management. The City and the entire construction team will benefit by providing this high-quality project management, producing a premium result. Page 15 of 26 'O^4' VEREGY Veregy's Response to City of Rosemead Request for Proposal This software is designed to: I Boost project accountability and efficiency by mobilizing and streamlining documentation from project inception to project completion. I Reduce expensive delays and risks. I Facilitate unlimited collaboration enabling Veregy to work with anyone, from anywhere, in real time. I Create a central database for project documents, including drawings, submittals, meeting minutes, daily job logs, project schedules, and job progress reports. I Save time by organizing and locating pertinent project information faster. ��(rz , 0SEME'AD .o. In addition to the project management software, Veregy will utilize the following tools to keep the project on track: I Microsoft Project Schedule - Establishes a blueprint for the project action items with dates and durations to ensure key project activities are completed within the allotted timeline. I Project Scope of Work Matrix - Provides a quick view of the scope of work items and which buildings each activity will occur within. This is a one-page, quick reference to visualize the overall project scope. I Project Work Plan - A 2-3 week look ahead for onsite activities broken down from the MS Project Schedule. It includes work location, personnel on site, impact to the site, work hours, safety and precautions check, emergency contacts, deliveries to the site, and attachments, as needed. Once approved by the project team, usually a week before the start of activities, the client can hand this to the staff, so they clearly understand the activities taking place at their facility. I Project Summary Custom Excel - based spreadsheet that details all activities from the project scope of work and converts the number of activities to a percentage complete for the project. This document is the "where are we aV in the project by percentage complete and is updated every progress meeting. Overall, the project management tools provide updates on future activity, confirm current on-site activity, and generate current project completion percentages so the Client can always remain informed of the status of the project. Page 16 of 26 4^4' VEREGY Veregy's Response to City of Rosemead Request for ProposalOSAD ., .,,.e.. -- Communication Lines and Project Meetings Mandatory project progress meetings will be held regularly throughout the project. Progress meetings are essential in identifying and solving problems and conflicts and are imperative to keeping the project plan current. Meeting minutes will be drafted and circulated after each meeting to ensure all stakeholders are informed of project progress and issues. While Veregy would never seek to restrict communications between subcontractors or the City stakeholders, we establish formal lines of communication. Such a formality assists everyone on the project in knowing his or her communication obligations. This will also minimize needless paperwork and senseless information transfer. The graphic below illustrates our typical project communication. i ,r V ER EGY Page 17 of 26 Veregy's Response to City of Rosemead Request for Proposal Rosemead Baseline Energy Use and Costs OSEIV�E'AD The City of Rosemead receives electric energy from Southern California Edison (SCE) and natural gas from SoCalGas. The electric and natural gas utility summaries below are based on data provided by the utilities via the City. ELECTRIC UTILITY From July 2023 to June 2024, Rosemead purchased electricity from SCE totaled $974,400. The breakdown for the annual cost of electricity by City usage type is shown in the figure below. City Traffic Lights (TC -1), $38,659,4% City -Owned & Maintained Outdoor Lights LS -2 LS -3), $48,020,, 5% CE -Owned Maintained Street & Outdoor Lights (LS -1 & OL -1), $319,839, 33% Garvey Park Main, $112,907,12% City Hall, $75,694, 8% TOU, $567,891,58% Aquatic Center, $167,395,17% $7,9,276, 2% Garvey Center 2, $8,131, Public Service - Rive Yard, $10,073,1% Garvey 6% C munity&Rec / e eerT$59,429,6% erman Sports Co px, $28,783,3% Garrey Park Clubhouse, $14,854,1% Public Safety, $11,322,1% Figure 4 - City of Rosemead - Annual Electric Cost Breakdown ($) The largest portion of the electricity total electric costs are for the various city buildings and facilities with time -of -use (TOU) meters (shown in the figure above in the large pie). After the TOU meters which accounts for 58% of total electric spend, SCE -owned street and outdoor lighting accounts for 33%, City - owned and maintained lighting accounts for 5%, and City traffic lights account for 4%. Also in the figure above, the small pie breaks down the facilities electric spend further with the Aquatic Center, Garvey Park, City Hall, Garvey Center, and Community Center as the top 5. NATURAL GAS From May 2023 to April 2024, Rosemead purchased natural gas at 10 sites from SoCalGas totaling $82,319. The single largest user of natural gas is the Rosemead Aquatic center which accounts for 75% of the total natural gas spend, or $62,447. This is followed by Garvey Park (Splash Zone), City Hall, Rosemead Community & Recreation Center, Garvey Center with annual gas spend of $10,165, Page 18 of 26 -o^" VEREGY` �/II: Veregy's Response to City of Rosemead Request for Proposal OSEME�AD $3,059, $2,325, and $2,208, respectively shown in the table below. The remaining 5 smaller sites combine for a total of $2,115. Table 1— City of Rosemead Facility Natural Gas Use and Costs Facility Aquatic Center Use(Therm) 51,545 Cost $62,447 Garvey Park- Splash Zone 6,935 $10,165 City Hall 1,720 $3,059 Community & Rec Center 1,240 $2,325 Garvey Center 1186 $2,208.92 Energy Conservation Measures The identified ECMs shown in the matrix table (below) align with the City's priorities for Phase 1 and Phase 2. These measures showcase the City's commitment to the environment through a mix of energy efficiency and renewable energy. Also, these measures will help Rosemead decarbonize through replacement of fossil fuel heating with electric heat pumps. Moreover, the new efficient heat pumps will have low global warming potential refrigerant further benefiting the environment and community. These measures will help them save energy, utility and maintenance costs, and improve their infrastructure throughout Rosemead. Page 19 of 26 1^t VEREGY Veregy's Response to City of Rosemead Request for Proposal OSE EAD Table 2 - ECM Matrix at City of Rosemead • Lighting Measures • HVAC & Cantrds Measures • P,:vII3935ufe5 • Sdar PVMeasures PRELIMINARY SCOPE AND ASSUMPTIONS Phase 1 — High Priority Indoor Light & Controls o Upgrade non -LED lighting lamps and fixture with LED lighting o Install occupancy -based lighting controls o Upgrades to be performed in building listed in ECM Matrix o Pricing assumptions were based on historical Veregy projects, building sq/ft, and existing fixture conditions noted during site walks. o Considerations were taken to account for LED fixtures the City has already upgraded. Outdoor Sports Lighting o Upgrade existing HID sports lighting fixtures with LED at Rosemead Park and Garvey Park o Pricing assumptions were based on number of fixture heads, locations and light cutoff needs (darksky compliant), and condition of existing metal poles noted during site walks. Page 20 of 26 4^4 VEREGY 0�: Veregy's Response to City of Rosemead Request for Proposal ROOM AD 30 City Traffic Lighting o Replace all existing city -owned inefficient traffic signal lamps with new LED traffic signal lamps at 37 intersections based on information received from Rosemead o Pricing assumptions were based on number of intersections and general access requirements such as lifts. HVAC & Control Upgrades o (Pricing assumptions were based on unit tonnages, locations, adapter curbs, and required items under Title 24 such as economizers) o City Hall • Replace existing 40 -ton chiller with high efficiency outdoor unit • Replace existing 10 -ton gas pack with new high efficiency heat pump • Replace old small split unit in basement server room • Retro -commission the existing multi -zone AHU unit • Install DDC controls to replace existing pneumatic controls on AHU o Community Center • Replace nine (9) existing gas HVAC rooftop units totaling 68 tons with new rooftop heat pumps with economizers • Install updated DDC controls system o Garvey Center • Replace twelve (12) existing split heat pumps and four (4) existing gas HVAC rooftop units totaling 90 tons with new efficient electric heat pumps with economizers • Install updated DDC controls system o Rosemead Park Playschool & Garvey Park Clubhouse • Replace existing gas HVAC rooftop units totaling 10 tons with new rooftop electric heat pumps with economizers • Install updated DDC controls system o Pool Upgrades • Retro -commission of Rosemead Aquatic Center control system to modulate flow to the required pool turnover rates • Install controls and VFD to modulate flow at Splash Zone • Install sensors and controls to lockout existing solar thermal systems during low to no solar irradiance periods at Aquatic Center • Pricing assumptions were based on current pump conditions and HP sizing. Phase 1 — Moderate Priority PV Solar o Install 212.4 kWp carport shade structure at Rosemead Park lot o Install 60kW / 258 kWh Battery Storage System at Rosemead Park lot o Install 168.2 kWp carport shade structure at Garvey Park lot o Pricing assumptions were based on array wattage size, carport style structures, expected geotechnical soil condition in the area, tree locations, and switchgear conditions Page 21 of 26 i^6- VEREGY Veregy's Response to City of Rosemead Request for Proposal OSEME'AD Phase 2—AII Priority City Park Lighting o Replace (151) inefficient HID lamps in park lighting fixtures (single to 3 lamps per fixture) with high -efficient longer -life LED lamps o Pricing assumptions were based on decorative style, quantity, and existing wiring conditions PV Solar o Install 94.4 kWp carport shade structure serving City Hall o Install 76.7 kWp carport shade structure serving Community Center o Utilize SCE solar aggregation program to interconnect at a single meter and serve both buildings o Pricing assumptions were based on array wattage size, carport style structures, expected geotechnical soil condition in the area, tree locations, and switchgear conditions ECM Table of Project Costs Table 3 - ECM Cost Breakdown - City of Rosemead Phase 1 - Hiah Priority Measure Name Measure Cost Lighting Efficiency & Controls $ 225,000 HVAC Upgrades $ 2,535,000 Controls Upgrades $ 425,000 Pool Upgrades $ 115,000 Sports • • $ $ 390,000 3,690,000 Phase 1 - Hioh & Moderate Priority - _.-Measure Cost Lighting Efficiency & Controls $ 225,000 HVAC Upgrades $ 2,535,000 Controls _Upgrades $ 425,000 PV Solar $ 2,750,000 Pool Upgrades _ $ 115,000 Sports • - $ $ 390,000 6,440,000 hase 2 - All P Controls Upgrades $ 22,000 PV Solar $ 942,000 City Owned Street /Traffic Lighting $ 243,000 S 1,207,000 Page 22 of 26 9^t VEREGY �Irk Veregy's Response to City of Rosemead Request for Proposal OSE�E'AD Summary Tables of Financial Projections Phase 1 ECM's I Phase 2 ECM's TOTAL• $BM4'15.7M TOTAL$1.5-$4.5M TOTAL GROSS$4.1.4.3M 'Cost/savings variation due to the option to include Ph1 Solar TOTAL NET SAVINGS $1.8421111111 Responsiveness VEREGY'S PROVEN TRACK RECORD OF COLLABORATION & COMMUNITY IMPACT IN ROSEMEAD The hallmark of Veregy's approach is our collaboration with you, our customer, and the ongoing integration of our team members with City staff. That is why our team has taken the time to speak with City staff, walk all City facilities, and attend City Council meetings. We understand the goal of this project is to reduce the energy consumption of the City and offset the coming increases in electric costs over the next several years. Understanding that this is a complex process that will require staff time and resources to ensure a successful outcome, we have modeled our innovative integration of work teams to respect your existing processes and maximize efficiencies to bring forward downstream interests who work in tandem. This approach will streamline the comprehensive design -build services, improve safety and communication during project management, and limit handing -off tasks from one group to another. Ultimately, selecting Veregy will reduce risk and deliver the best value with superior accuracy for the City. Veregy has a long-standing reputation for collaborative partnerships, ensuring all inquiries, requests, and concerns are addressed proactively and effectively throughout every phase of a project. Our dedicated Project Managers (PMs) serve as a single point of accountability, maintaining open communication with stakeholders and providing timely updates, solutions, and support to keep projects on track. Through regular coordination meetings, stakeholder engagement sessions, and real-time progress reporting, Veregy ensures that projects align with client goals while minimizing disruptions to daily operations. With extensive experience in California public sector energy projects, Veregy works seamlessly with school districts, municipalities, and state agencies to navigate funding mechanisms, compliance requirements, and operational needs. Our ability to self -perform key aspects of energy projects, including HVAC, electrical, lighting, and controls, allows for greater efficiency, cost savings, and quality assurance. Veregy's no -change -order guarantee ensures that once a project is contracted, there are no unexpected costs, providing financial certainty for our clients, unless a change is requested by our client. Page 23 of 26 4^" VEREGY Veregy's Response to City of Rosemead Request for Proposal O E1uTE'AD B. COMMUNITY BENEFITS FOR THE CITY OF ROSEMEAD Veregy's energy solutions will provide long-term economic, environmental, and educational benefits for the Rosemead community by reducing energy costs, improving local infrastructure, and creating a healthier environment. Our energy efficiency and electrification projects lower operational costs for public buildings, allowing funds to be redirected toward municipal programs, community services, and community enrichment opportunities. Additionally, Veregy is committed to local workforce development, prioritizing the hiring of local subcontractors and suppliers, creating job opportunities, and supporting economic growth within Rosemead. Our projects focus on enhancing indoor air quality, lighting, and thermal comfort, ensuring that community buildings provide a safe, healthy, and productive environment for visitors, staff, and residents. Through sustainability initiatives such as solar energy, battery storage, and water conservation, Veregy helps the Rosemead community reduce its carbon footprint, enhance climate resilience, and achieve long-term environmental goals. By implementing clean energy and high -efficiency systems, Veregy ensures that Rosemead remains a forward -thinking, energy -conscious community while promoting a healthier. more sustainable future for all residents. Veregy's energy services align seamlessly with the City of Rosemead's strategic objectives, offering substantial community benefits that support the city's vision for a sustainable and vibrant future. Economic Revitalization and Energy Efficiency The City's 2023-24 Annual Action Plan emphasizes the importance of creating attractive and energy- efficient storefronts as a priority need. Veregy's expertise in energy efficiency can assist local businesses in upgrading their facilities, reducing operational costs, and enhancing the aesthetic appeal of commercial areas, thereby stimulating economic growth. Sustainable Housing Initiatives Rosemead's Housing Element Update (2021-2029) outlines the city's commitment to accommodating projected housing needs while promoting sustainability. Veregy can support these efforts by integrating renewable energy solutions and energy-efficient technologies into new housing developments, ensuring that growth aligns with environmental stewardship. Alignment with the 2030 Strategic Plan The Imagine Rosemead — 2030 Strategic Plan serves as a roadmap for the city's future, focusing on continuous improvement and service excellence. Veregy's services can contribute to this vision by implementing energy projects that not only reduce the city's carbon footprint but also enhance the quality of life for residents through improved public facilities and infrastructure. Community Engagement and Education By collaborating with local schools and organizations, Veregy can facilitate educational programs on energy conservation and sustainability, fostering a culture of environmental responsibility among residents. In summary, Veregy's energy services can play a pivotal role in advancing Rosemead's strategic goals, leading to economic revitalization, sustainable development, and an enhanced quality of life for the community. Page 24 of 26 14^" VEREGY Veregy's Response to City of Rosemead Request for ProposalO E Ef\D C. DETAILED COST BREAKDOWN BASED UPON THE CITY'S $3.5 - $4 MILLION BUDGET REQUIREMENTS. Preliminary Costs: Provide a breakdown of costs for each individual facility, including all identified improvements, equipment, labor, and any associated costs. Clearly identify any areas where cost estimates are based on initial assessments or assumptions, and explain the methodology used to arrive at the provided values. Please see our detailed response beginning on page 17 of this document, Energy Conversation Measures. Energy Savings: Provide a clear outline of projected energy savings, including how these savings were calculated. Specify the expected return on investment (ROI) and payback period. o Please see our detailed response to this question beginning on page 17 of this document, Energy Conversation Measures. Funding Options / Financing Approach: Provide a clear breakdown of how costs can be funded utilizing financing and grant opportunities. The City is interested in pursuing loans with low interest rates (0-1 %). Any portion of the project that is unable to be funded through loans will be funded by the City's reserves. o Veregy has worked with hundreds of cities, special districts, and other agencies to address a wide range of financial challenges. For over 34 years, we have helped public and private entities with funding projects. To date, Veregy has secured over $1.8 billion in project financing for our clients. All project funding options will be evaluated and presented to the City for consideration during the IGA Phase. Please note that Veregy is not a municipal advisor and will not make decisions on financial products or solutions on behalf of the City. We encourage the City to consult with a municipal advisor during this process. We have substantial experience in helping our customers identify, apply for, and successfully secure available utility incentives in California. Our in-house team tracks guidelines, eligibility, and deadlines for available energy, water, and transportation grants and investment tax credits. Our grant writing team then helps secure all eligible funding opportunities. Over the last 15 years, we have secured more than $10 million in utility incentives for our customers, significantly enhancing the financial viability of their energy projects. This track record demonstrates our deep understanding of utility incentive programs and our ability to navigate the application process effectively. We explore all viable investment tax credits, such as the 179D Tax Deduction and federal grant programs, including the Infrastructure Investment and Jobs Act (IIJA) and Inflation Reduction Act (IRA). Page 25 of 26 t^4 VEREGY Ire: Veregy's Response to City of Rosemead Request for Proposal 0SEME'%�D D. APPROACH TO ADDRESSING THE CITY'S PRIORITIES FOR THE PHASE 1 PROJECT. Building on the strong collaboration that we have already demonstrated with City staff, we will develop a project with a carefully optimized package of measures designed to deliver a strong return on investment through energy savings across various City sites and buildings. To align with the City's budget requirements, we will leverage the California Energy Commission's (CEC) Energy Conservation Assistance Act Low Interest Loan Program (CEC Loan) to finance the majority of the Phase 1 project. The CEC Loan provides public entities like the City of Rosemead with low-interest financing at 1% and up to 20 -year term for energy efficiency, renewable energy and storage, and EV charging projects. Additionaly, we will assist the City in utilizing any available ITC funding to direclty offset the cost of the PV Solar which could range from 30-50% of the costs. Our team has extensive experience with grant and loan programs, including the CEC Loan and utility on - bill financing programs. During the IGA phase, we will create an optimized project bundle tailored for the loan programs and support the City in completing the application and necessary attachments to secure the loan. After successful completion of a Phase 1 project, we will similarly package a renewable and energy storage Phase 2 project to maximize financing through the CEC loan and other loan program. Furthermore, we will pursue all applicable ufility energy efficiency incentive programs for funding to help improve the return on investment of the overall project. E. YOU MAY INCLUDE YOUR APPROACH FOR THE PHASE 2 PROJECT IN THE PROPOSAL. We have provided additional information on both the first and second phase beginning on page 17 of this document: Energy Conservation Measures. Page 26 of 26 4^'* VEREGY Statement of Qualifications: Next Steps Comprehensive Citywide Energy Program Prepared for Prepared by City of Rosemead Attn: Sam Gutierrez, Director of Public Works 8838 E. Valley Boulevard Rosemead, CA 91770 March 20, 2025 Ameresco, Inc. 222 North Pacific Coast Highway Suite 2000 EI Segundo, CA 90245 AMERESCO� Green • Clean • Sustainable March 20, 2025 City of Rosemead Attn: Sam Gutierrez, Director of Public Works 8838 E. Valley Boulevard Rosemead, CA 91770 Dear Mr. Gutierrez: 222 North Pacific Coast Highway, Suite 2000 EI Segundo, CA 90245 Y•IUCI(kYK�][H•li11 On behalf of the Ameresco team, thank you for the opportunity to submit this Statement of Qualifications for a Comprehensive Citywide Energy Program. We appreciate the chance to demonstrate our expertise and strong reputation in delivering these services and are grateful to the City for consideration of our firm. As a leading, full-service energy provider, Ameresco's comprehensive portfolio includes energy and utility resource efficiency, infrastructure upgrades, asset sustainability, and renewable energy solutions delivered to customers throughout North America. We understand the financial and administrative constraints Rosemead faces and is committed to providing innovative solutions that optimize building performance, reduce operational costs, and support the City's long-term goals. One of the key goals outlined in the City of Rosemead's 2030 Strategic Plan is to maintain infrastructure and facilities that support a safe, active, and climate -conscious community. This includes continuous improvements to infrastructure and the promotion of renewable energy. However, like many cities, Rosemead faces challenges with aging infrastructure and rising energy costs driven by high escalation utility rates. By taking a strategic approach to preventative maintenance, infrastructure upgrades, and energy efficiency, Ameresco can assist the City in achieving long-term cost savings while enhancing sustainability. Founded in 2000, Ameresco has engineered, constructed, and/or provided guaranteed services for over $16 billion in energy projects, with an average annual energy cost savings ranging from 20% to over 40% of the total utility expense for our municipal customers. We have successfully analyzed, recommended, and installed energy conservation projects ranging in size from a single building to more than 160 buildings and ranging in value from $1 million to $795 million, with financing terms of 7 to 30 years. Our in-house team of engineers, construction managers, technicians, and measurement and verification specialists reduce facility energy intensity and revitalize aging infrastructure with long-term operations and maintenance benefits, maximizing returns on investment. In fact, the U.S. DOE has recognized Ameresco as providing more energy savings per dollar invested than any other ESCO and awarded Ameresco the single largest ESPC (Energy Savings Performance Contract) in its history. Factors that have guided Ameresco's success include: • Agnostic & Comprehensive: We area one-stop, technology independent provider with the ability to develop, design, construct, operate, and maintain complex multi -faceted projects. • Experienced: We offer 25 years of experience implementing comprehensive solutions across local and national markets and contracting methods. Ameresco is also on top of innovative funding opportunities such as renewable energy certificates, grants, utility rebates, and tax City of Rosemead Statement of Qualifications Comprehensive Citywide Energy Program Page 2 of 2 credits continuously in development at the federal and state levels. Global Perspective, Local Presence: We leverage best -in -class technology with a focus on the impacts to your community. Thought Leaders: Ameresco has paved the way from performance contracts to battery storage to the latest in Smart City initiatives. Our team of experts leads thought-provoking industry conversations, trends, and associations across our markets and technology application use cases. • Market Position: Ranked as the 2024 North American Energy Services Company of the Year and the 2024 #1 ranked provider of Energy -as -a -Service (EaaS), Ameresco is uniquely positioned to serve as the City of Rosemead's long-term strategic partner for all of its energy- related initiatives by combining our manufacturer -agnostic approach, suite of contracting and financing options, and industry -recognized technical expertise. Ameresco has performed energy efficiency, renewable energy, and utility infrastructure renewal projects for many neighboring government customers. Not only do we have a firm understanding of the local energy market, but we also have strong relationships with premier vendors and subcontractors. Our team has a vested interest in the success of any resultant project and is committed to working, as a preferred ESCO, to improve the City's energy efficiency, as well as renewable generation, while supporting stakeholder engagement and community relations. Ameresco will leverage its history and expertise, lessons learned, and breadth of resources to efficiently identify and develop effective improvement measures for the City. Should you have any questions or wish to discuss elements of this Statement of Qualifications further, please do not hesitate to contact me directly at 626.390.4487 or at ernestkim(a)-ameresco.com. Respectfully Submitted, (5n, AIi 9(12 2 Ernest Kim Senior Account Executive Ameresco, Inc. Attachment C Ameresco Proposal AMERESCO4 This Proposal contains data and information that has been submitted in response to a request for proposal or similar solicitation and is provided in confidence. The contents include proprietary information and trade secrets that belong to Ameresco, Inc., ("Confidential Information") and is disclosed to the recipient only for purposes of evaluation. In the event Ameresco is awarded a contract or purchase order as a result of or in connection with the submission of this proposal, Customer shall have a limited right as set forth in the governing contract or purchase order to disclose the data herein, but only to the extent expressly allowed. AMERESCO4 Table of Contents Project History 1 Knowledge of the City's Energy Policies, Building Codes, and Sustainability Goals........................1 Proven Experience with Similar Projects in the Region....................................................................1 Qualifications 7 Ameresco's Background..................................................................................................................7 Full -Service Energy Partner.............................................................................................................8 FinancingCapability.......................................................................................................................10 IndustryAccreditations...................................................................................................................12 Compliance with Performance Contracting Requirements.............................................................13 Technical Approach 15 Management Approach 25 Project/Construction Management, Coordination and Local Staffing.............................................25 KeyPersonnel................................................................................................................................26 Subcontractors...............................................................................................................................27 OwnerInteraction...........................................................................................................................27 Cost and Pricing 29 Responsiveness 31 Long -Term Servicing......................................................................................................................31 Community Benefit 32 Phase 1 Project Priorities 33 Description of Measures, Existing Conditions, Proposed Improvements.......................................33 Phase 1 Project Cost Breakdown 51 Phase 2 Project Priorities 56 Description of Measures, Existing Conditions, Proposed Improvements.......................................56 Phase 2 Project Cost Breakdown 61 City of Rosemead, California Table of Contents Comprehensive Citywide Energy Program City of Rosemead, California Statement of Qualifications Comprehensive Citywide Energy Program Evaluation Criteria ROSEMEAD 8838 E. -`y �"�.: r 1 C I T Y VALLEY H ALL BLVD. Ka AMERESCO4 Project History Knowledge of the City's Energy Policies, Building Codes, and Sustainability Goals One of the critical goals outlined in the City's 2030 Strategic Plan is improving infrastructure and promoting renewable energy. Ameresco is fully aligned with these objectives. With extensive experience in California building codes and compliance, including Title 24 Building Energy Efficiency Standards and CEQA (California Environmental Quality Act), Ameresco ensures that all projects adhere to both City and State regulations. Additionally, Title 15 of the City of Rosemead's building code encourages green building practices based on the U.S. Green Building Council's Leadership in Energy and Environmental Design (LEED) standard, which awards points based on building performance. Wherever possible, Ameresco will identify opportunities to improve building performance and advance sustainability, energy efficiency and renewable energy in alignment with the City's goals. Proven Experience with Similar Projects in the Region Ameresco will leverage best practices from our vast Municipal experience to ensure successful delivery of these complex projects. In our over twenty years operating in California, Ameresco has developed a strong presence for both energy conservation and renewable energy. In fact, Ameresco has experience with over $1 billion in energy conservation, renewable energy, and energy storage projects throughout the State. Additionally, Ameresco has implemented over 1,900 projects totaling over $2.5 billion for state and local governments including over 500 -MW of solar photovoltaic systems. The work accomplished demonstrates the range of Ameresco capabilities from management to financing, including the following: • Facility Building Audits • Investment Grade Audits (IGA) • Identification of all Feasible Technologies • Specification Development • Equipment Installation • Customer -Coordinated Implementation • Operations and Maintenance • Measurement and Verification • Monitoring of Project Performance • Development of Energy Conservation Measures (ECMs) • Life Cycle Cost Analysis City of Rosemead, California Comprehensive Citywide Energy Program • Low -Cost Financing • Design and Engineering • Modeling of Energy and Cost Savings • Equipment Selection • Construction Management • Training of Facility O&M Personnel • Project Documentation • Monitoring of Energy Consumption • Analyzing Utility Invoicing • Fuel Procurement • Evaluation of Emissions • Permitting • 24 -Hour Emergency Service Evaluation Criteria 1 1 AMERESCO4 The following represents a sampling of Ameresco's project experience with cities and counties, large and small. City of Rosemead, California Evaluation Cileria 1 2 Comprehensive Citywide Energy Program City of Dallas, TX - Love Field Representative Municipal Experience: City/ County Alpena County, MI Bee County, TX City of Dallas, TX Water Utilities Cass County, ND City of Englewood, CO Campbell County Government, WY City of Englewood, CO Solar Carson City, NV City of Edmonds, WA Chaffee County, CO City of Fall River, MA Charlotte -Mecklenburg County, NC City of Fairfax, VA Christian County, MO City of Flagstaff, AZ City of Aberdeen, WA City of Florence, OR City of Anadarko, OK City of Gallipolis, OH City of Apple Valley, MN City of Glendale, AZ City of Austin, TX —Thermal Energy Storage City of Greenville, SC City of Austin, TX — Town Lake Center City of Hattiesburg, MS City of Avondale, AZ City of Henderson, NV City of Battle Creek, MI City of Houston, TX City of Battle Creek, MI / Kellogg Arena City of Kelso, WA City of Bellevue, WA City of Kent, WA City of Bellevue, WA - Fire Department City of Kirkland, WA City of Belpre, OH City of Knoxville, TN City of Bend, OR City of Lawrence, KS City of Blue Ash, OH City of Longview, WA City of Bowie, MD City of Lowell, MA City of Casa Grande, AZ City of Lowell, MA Solar City of Chicago, IL Infrastructure Trust City of Methuen, MA City of Chicago, IL Park District City of Miami Beach, FL City of Chicopee, MA City of Milwaukie, OR City of Cincinnati, OH City of Medford, OR City of Columbia, SC City of Montrose, CO City of Columbus, OH City of Newton, MA Solar City of Coos Bay, OR City of Olympia, WA City of Pendleton, OR Lane County, OR City of Peoria, AZ La Plata County, CO City of Philadelphia, PA Water Department Lake County, IL City of Phoenix, AZ Las Animas County, CO City of Portland, ME Lawrence County, PA City of Portsmouth, NH Lewis and Clark County, MT City of Rosemead, California Evaluation Cileria 1 2 Comprehensive Citywide Energy Program AMERESCO4 City of Rosemead, California Evaluation Criteria 1 3 Comprehensive Citywide Energy Program Lorain County JVS, OH Representative Municipal Experience: City/ County City of Redmond, OR City of Reno, NV Madison County Government, MT City of Renton, WA Manatee County, FL City of Revere, MA Maricopa County, AZ City of Richmond, VA Melrose, MA Metropolitan Area Planning City of Rifle, CO Milwaukee County, WI City of Rockport, TX Moffat County, CO City of San Antonio, TX Monroe County, NY City of Santa Clara, CA Montezuma County, CO City of Salida, CO Montgomery County, MD City of Shelbyville, TN Multnomah County, OR City of Show Low, AZ National City, CA City of Smithville. MO New Castle County, DE City of Tarpon Springs, FL Okanogan County, WA City of Tempe, AZ Ouray County, CO City of Tucson, AZ Pinal County, AZ City of Tukwila, WA Pima County, AZ City of West Melbourne, FL Rio Blanco County, CO City of Wichita Falls, TX San Patricio County, TX Clark County Water Reclamation District, NV Sangamon County, IL Columbia County, OR Santa Clara County, CA Eagle County, CO Scioto County Board of Commissioners, OH Franklin County, OH Spencer County, IN Franklin Township, NJ Spokane County, WA Fremont County, CO Springfield Airport Authority, IL Garfield County, CO Suffolk County, ME Gilpin County, CO Town of Ashland, MA Gunnison County, CO Town of Camillus, NY Hamilton County, OH Town of Carbondale, CO Henry County Government, GA Town of Farmington, CT Kittitas County, WA Town of Oro Valley, AZ Kenton County Government, KY I Town of Scituate, MA Town of Steilacoom, WA Vigo County, IN Town of Windsor, CA City of Rosemead, California Evaluation Criteria 1 3 Comprehensive Citywide Energy Program AMERESCO4 Ameresco will oversee, manage, and coordinate all audit, design, construction, and ongoing service and maintenance activity of all City projects, in a manner designed to minimize your internal project management requirements. Our team shares a common goal of working hard to provide the best solution for the City of Rosemead's infrastructure and energy needs, focusing on energy efficiency and renewable energy installations that provide the best value. Our in-house team of engineers, construction managers, technicians, and measurement and verification specialists reduce facility energy intensity and revitalize aging infrastructure with long-term operations and maintenance benefits, maximizing returns on investment. A brief sampling of project highlights follows. National City' National City, CA National City and Ameresco partnered on an energy and water conservation program for critical city facilities, transitioning to a more sustainable infrastructure and asset portfolio that provides for more efficient and cost-effective operations. Ameresco and the City worked collaboratively to identify measures that replaced antiquated and failing equipment to enhance operations and address underfunded critical deferred maintenance needs. The ESPC project with the City installed energy improvements, including comprehensive interior and exterior LED lighting retrofits, 277 kW DC solar photovoltaic (PV) installations, HVAC mechanical and controls, duct cleaning, as well as domestic water and irrigation control retrofits. County and City of Santa Clara San Jose, CA The County of Santa Clara and Ameresco partnered on the development of an LED lighting retrofit including lighting controls. The $4.2 Million project consisted of 28 buildings for a total of 1,008,000 square feet. In total, Ameresco retrofit 9,755 interior and exterior lights across the County. Construction was completed in the spring of 2021. The County's annual savings in the first year totaled 1.5 Million kWh, or $329,137. The City of Santa Clara and Ameresco partnered to construct a clean energy project that captures and puts to use gas created naturally at the city's closed municipal landfill. Ameresco designed, built and owns the innovative system, which generates 750 kW of green electricity per hour. The energy comes from gas created at the landfill through the decomposition of organic materials. The electric output from the plant is sold to Silicon Valley Power (SVP), the municipal electric utility for the city. The project produces enough electricity to power more than 477 homes, while reducing emissions equivalent to the planting of nearly 996 acres of pine or fir forest and will save approximately half a million gallons of gas annually. Additionally, Ameresco is in the process of constructing a 50 MW battery energy storage system to provide SVP in the City of Santa Clara with additional local area capacity for electrical system reliability and flexibility. The Ameresco owned asset will mark the beginning of a 25 -year lease and Energy Storage Agreement with the City of Santa Clara. Ameresco developed and will own and operate the BESS, while SVP will supply the charging energy. With a maximum energy capacity of up to 200 megawatt -hours (MWh), the BESS will efficiently acquire surplus renewable electricity and provide a clean and reliable resource to integrate renewables, decrease reliance on gas-fired generation, and mitigate greenhouse gas (GHG) and criteria air pollutant emissions. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 4 Metropolitan Detention Center Los Angeles Los Angeles, CA In 2018, Ameresco was selected to implement a $17.8 million ESPC comprised of ten ECMs at the Metropolitan Detention Center (MDC) Los Angeles. MDC Los Angeles is a single ten -story high rise facility of 272,258 gross ftz. In addition to multi -story inmate housing areas, the MDC houses administrative, kitchen, maintenance, physical plant, storage, clinic, and a segregated housing unit. Implemented measures included the installation of new boilers and boiler controls; chilled water system optimization; BAS optimization; new HVAC upgrades; installation of interior and exterior LED lighting fixtures and controls; piping insulation; water conservation measures; refrigeration system improvements; and replacement of food carts. AMERESCO4 Completed in 2020, MDC Los Angeles realized a savings of 2.3 million kWh and $659,410 in the first year alone — translating to a total energy use reduction of 18,662 MMBtu and a 46 percent total water reduction for the selected fixture upgrade. The project is expected to save over $28.6 million during the performance period term. McKinleyville Wastewater Treatment Plant McKinleyville, In 2020, McKinleyville Community Services District selected Ameresco to design and build an integrated microgrid at the community's Hiller Park Wastewater Treatment Plant. The microgrid incorporated existing diesel generation along with new 683 kW -DC ground mount solar PV array and 250 kW 1712 kWh battery energy storage system (BESS) to optimize electrical grid resiliency while delivering both financial and environmental benefits to the community. CA U.S. Coast Guard Training Center, Petaluma I Petaluma, CA Phase I: Ameresco and Pacific Gas & Electric (PG&E) entered into a Master Services Agreement under a Utility Energy Services Contract to provide energy efficiency services to federal agencies within the PG&E Northern California service territory. Ameresco was selected by PG&E and the USCG Petaluma to complete a site - wide comprehensive UESC at the Petaluma site across 39 buildings, comprising 574,000 square feet. r4 KIIYpLtYVILLt COM11 1UNITY SERVICES DISTRICT MASTEYATER MANAGEMENT FACILITY Completed in 2016, the $4.4 million guaranteed energy savings project included HVAC, furnace, and boiler plant improvements; lighting upgrades; demand ventilation control; DDC control upgrades; building envelope improvements; water conservation; refrigeration and appliance upgrades; and solar thermal energy systems. Phase II: Facing a range of energy security and resiliency challenges endemic to the climate and regional power infrastructure in northern California, the U.S. Coast Guard (USCG) competitively selected Ameresco in February 2021 to fast-track development of a comprehensive ESPC at USCG Training Center Petaluma, the service's largest west coast training facility, to enhance the site's electric infrastructure and resiliency posture. In October 2021, the USCG awarded Ameresco a $43 million DOE ESPC project that features the USCG's first BESS project and the Department of Homeland Security's (DHS) largest solar PV City of Rosemead, California — Evaluation Criteria 5 Comprehensive Citywide Energy Program AMERESCO4 renewable energy project integrated within the USCG's first fully functional, renewable energy -powered microgrid. The project installed 5 MW of onsite solar electric generation assets, 11.6 MW BESS, and a microgrid control system that ensures uninterrupted power to mission -critical loads during a loss of utility event. By implementing the solar through an ESA instead of as a traditional energy conservation measure, Ameresco enabled the installation to benefit from the Federal Investment Tax Credit for onsite generation and storage assets. Ameresco will retain title to these assets for 20 years and deliver renewable energy to the installation at a cost lower than the serving electric utility's rate. Ameresco also designed and installed additional energy saving opportunities to reduce the site's electric load, minimize energy costs, enhance comfort, and improve reliability. Improvements featured the deployment of new power distribution transformers, smart DDC building controls, LED lighting improvements for over 8,000 fixtures, installation of new EV charging infrastructure, and HVAC recommissioning and upgrades. The project's first year cost savings are $1.2 million and the ECMs will reduce the site's annual electricity by 8.7 million kWh and propane consumption by 50.8 kcal. In addition to those highlighted herein, additional sample projects include: • Biogas Cogeneration Project in Sacramento. California • Battery Energy Storage System Contract with Silicon Valley Power • Joint Forces Training Base Los Alamitos Microgrid • Lynwood Unified School District Multi -Phased Energy Efficiency Project • University of California. Irvine and UCI Health City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 6 Qualifications Ameresco's Background Founded in 2000, Ameresco (NYSE:AMRC) is a leading full-service energy solutions provider. Ameresco's only business is energy, and the execution of performance-based energy solutions is the core function supported by our dedicated company of professionals. As a full-service provider, we develop, design, arrange financing, construct, and install solutions that deliver measurable cost and energy savings while enhancing the operations, energy security, infrastructure, and resiliency of a facility on a site-specific, regional, and nationwide basis. We offer an extensive and diverse portfolio that spans lighting, water, heating, ventilation, cooling, building envelope, lab efficiency, smart meters and controls; central plant upgrades and rehabilitation; and renewable solutions including solar PV, CHP and cogeneration plants, geothermal, green gas, and wind — all of which can all be paired with microgrid and battery storage technologies. Our new construction and renovation project experience covers the full range of technologies related to building systems and facility infrastructure, often in occupied facilities and with minimal laydown space. AMERESCO4 About Ameresco Founded ii I 1u $16+ Billion in energy solutions v delivered since company inception 4+ GWe of renewable energy resources contracted or managed (solar, BESS, wind, binges, RNG, operations & maintenance, etc.) A 0A 1,500+ Employees throughout A North America and Europe Offices providing local Z60+ expertise in markets served Embracing innovation through ILn�� tailored projects aligned to customers goals Committed to reduce our customers' ,V_l carbon footprints by a cumulative Technical independence coupled with our advanced technology 500 million metric tons by 2050 portfolio allows us to integrate best -in -class solutions for the unique needs of each City, paired with practical financial solutions. Whether focused on securing infrastructure upgrades, meeting sustainability goals, or creating resiliency, our customers benefit from a single provider of comprehensive clean technology solutions. Drawing from 25 years of experience, Ameresco has successfully completed energy saving, environmentally responsible projects with state, cities and counties, the federal government, higher education institutions, K-12 public and private schools, commercial and industrial clients, healthcare facilities and non-profit organizations throughout North America. Ameresco has more than 1,500 employees providing local expertise in the United States, Canada, and Europe. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 7 AMERESCO4 Full -Service Energy Partner We are a one-stop provider with the ability to develop, design, construct, guarantee, operate and maintain complex multi -faceted projects. At the core, customers choose Ameresco because we are uniquely positioned as... • Innovative: Ameresco is an innovative technology integrator with a comprehensive portfolio of energy and utility resource conservation and renewable energy solutions. Our creative staff with specialized technical knowledge drive state-of-the-art design and engineering. We believe in excellence and innovation in every project. • Experts: We deliver a broad and deep solution portfolio within a single energy and utility resource partner. From design and development to financing and construction, our in-house technical expertise sets us apart. Energy and utility resource efficiency along with distributed energy generation is at the core of our business. It is who we are, and it is what we do. • Independent: Our objective approach enables us to implement the most advanced technologies and solutions with no technical or vendor bias. Carbon Reporting & At the City's direction, Ameresco can assist in the Energy Software identification and implementation of both demand- and �.d (SaaS) supply-side energy and utility resource solutions. Our projects incorporate innovative technology and techniques, customized to improve the efficiency of major *00 building systems. Energy Efficiency measures and upgrades often include lighting, water, heating, ventilation, cooling, Operations Energy g g & Maintenance to finance any Efficiency building envelope, smart meters, and controls. We first ', opiportunrly implement efficiency gains in order to establish a strong baseline for renewable energy generation needs. d We promote resiliency and sustainability by developing and building Distributed Energy Generation, Storage Systems, Supply Management��� Generation, Storage & Distributed Energy and Microgrids. Examples of these distributed energy MicrogdOs generation resources include solar photovoltaic (PV) and Infrastructure thermal, CHP and cogeneration plants, geothermal, green gas, and wind — all of which can all be paired with microgrid and battery storage technologies. We can build, operate, and maintain these plants for our customers, or can build plants under our ownership to mitigate customer risk while providing the localized benefit of onsite energy generation. Ameresco's experience in building modernization, retrofits, and work with utility distribution systems and non -energy -focused design -build new construction falls into the Infrastructure expertise bucket. In addition, Ameresco can work with customers to monetize existing energy assets and take ownership and operation off of the customers' balance sheet. Data drives our Energy Analytics & Supply solutions ranging from our proprietary asset management software, AssetPlanner®, to energy procurement services for negotiating contracts and stabilizing customers' energy budgets. Our holistic approach to energy solutions ensures end-to-end technical guidance, from project inception to continued Operations & Maintenance (0&M) of systems. Ameresco understands that a well- designed and properly executed O&M program is a crucial element in the equipment performance and maintenance required to realize all possible energy savings. City of Rosemead, California Comprehensive Cityvnde Energy Program Evaluation Criteria 8 AMERESCO4 Additional Government Expertise 1 Ameresco has a wealth of experience in planning, designing, and implementing energy cost reduction and programs for both large and small governments throughout North America. We have proven field experience in the retrofit and replacement of all types of energy -consuming systems, as well as renewable energy technologies. Our role is always to collaborate with each customer to optimize system performance, while managing implementation costs and ensuring efficient, high-quality installation. Further, because our projects can have a particularly significant impact on local economies, Ameresco strives to enhance workforce opportunities, partner with local subcontractors, and utilize local vendors whenever possible to maximize the true impact on the communities in which we are invited to work. Notable Municipal Examples As the largest independent provider of energy services to the government sector, we have completed projects for some of the largest cities in the United States (as ranked by the World Population Review). • Some of the most significant renewable energy projects New York City (1) has ever undertaken. Based on the Ameresco teams' performance and partnership, the portfolio was expanded from an initial four sites to include 60 additional locations within various City Departments. • A partnership with the City of Chicago IL 0 that includes the largest smart LED streetlighting retrofit project in the U.S. that created job opportunities for local Chicago residents with barriers to employment, multi -phased energy efficiency projects with the Public Building Commission and Chicago Park District, and a recent solar project. Additionally, Ameresco provides energy supply management services for the City and Chicago Housing Authority. • Energy conservation, a complete streetlighting retrofit of over 100,000 fixtures to LED, a 20 -year biogas and site lease agreement, and solar PV installations with the City of Phoenix, AZ (5). • An innovative WWTP biogas-to-energy facility and an LED retrofit of approximately 130.000 streetlights with lighting controls the City of Philadelphia, PA (6). • The first sustainable project of its kind in the nation, innovative biogas project with the City San Antonio, TX (7) Water Systems under an EaaS Power Purchase Agreement. • A solar, battery storage, and microgrid project on the future City of San Diego (S) Oak Park Library. This pilot project will inform process on two subsequent projects and will offer emergency shelter or cooling center capabilities to residents in the event of outages or disaster. Federal Government Ameresco has been trusted with some of the largest guaranteed Energy Savings Performance Contracts in our federal government's history with the U.S. Department of Energy, as well as billions of dollars in energy performance contracts with other federal entities including the U.S. Department of Defense (all four branches of the U.S. Military), NASA, and utility providers nationwide. Per Department of Energy data, Ameresco has guaranteed more savings to the federal government per dollar invested than any other energy service company (ESCO). We have successfully analyzed, recommended, and installed utility cost reduction measures, from a single building to more than 900 buildings, ranging in value from $1 million to $195 million, with financing terms of 7 to 23 years. City of Rosemead, California Evaluation Criteria 1 9 Comprehensive Citywide Energy Program AMERESCO4 Financing Capability Ameresco has sourced and raised more than $6.4 billion of project financing assistance from various lending sources including Crews and Associates, John Hancock, Bayerische Landesbank, Bank of America, Capital One, Chase Bank, Union Bank, and several other financial institutions. Using existing cash resources, cash flows from Ameresco's operating activities and access to credit through multiple lending relationships, Ameresco has the resources necessary to develop, implement, and finance our customer's projects. Based on the City's needs, Ameresco's finance team responsibilities may include: • Assisting in the development of an RFP in conjunction with the City to select a financing institution who will be responsible for providing the financing. • Leveraging lender relationships to encourage responses in financing renewable energy. • Utilizing market knowledge and experience to review and analyze bidder responses. • Preparing a summary of bid results, highlighting distinguishing factors of the proposals for the City's review and consideration. • Reviewing RFP results with the customer to assist in the selection process. • Introducing staff to selected lender in the financing process. • Determining timetable for closing of escrow and initiation of project construction. • Finalizing project financial model and contract to reflect final financing terms and conditions. • Assisting with or Drafting Grant proposals Ameresco works with each customer to structure a business plan that aligns with its unique goals and needs. Financing vehicles may include one or a combination of the following methods: • Tax-exempt lease purchase (TELP) • Energy -as -a -Service (EaaS) • Municipal Bond Issuance • Loans from Energy Efficient State Property Revolving Fund • Public -Private Partnership (P3) • Government sponsored energy efficient funding programs • State agency funding • Financing provided through Ameresco • Capital lease financing • Installation payment financing Through Ameresco's strong banking relationships, the team can provide an independent and transparent bidding process to determine the right financing partner on all types of projects. We work with lenders that provide interest rate locks, have low interest rates, and have a high level of understanding of utility savings and demand reduction projects. Based on the City's needs and objectives, a selection will be made from a variety of financing options that will be supported by Ameresco's savings guarantee, ensuring that payments will be made from the savings of the project. Financial Strength Ameresco recognizes that it is paramount to have an energy partner that is not only technically qualified, but also financially strong, with a stable and solid track record of performance in the capital markets. With 2024 revenues of $1.77 billion, total assets of $4.2 billion, cash in excess of $108 million and a $325 million credit facility and term loan, Ameresco is a leading independent energy services companies in the US. In addition, we maintain a $2 billion surety credit facility through a corporate provider with an AM Best Rating of "A Excellent." City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 10 AMERESCO4 Proven Success Securing Incentives and Grants Ameresco has secured nearly $110 million in grant funded projects in the last five years alone. We work proactively with public utilities and other programs to keep abreast of the latest incentive and grant program offerings and guidelines to help maximize the amount of additional funding customers can receive in support of their projects. In coordination with our dedicated funding and grant writing experts, Ameresco engineers research and evaluate utility incentives and available grants for all projects that we develop. Ameresco's incentive and grant management services include assisting our customers in preparation of applications, facilitation and assistance with award negotiation, and full management of incentive/grant compliance, reporting, and close out documentation. Table 1. Select Examples of Ameresco's Grant, Rebate, and Incentive Experience Opportunities for the City of Rosemead There are several opportunities that Ameresco can pursue on behalf of the City if selected for this project. Southern California Regional Energy Network (SoCaIREN) offers rebates on select ECMs. All available state incentives will be pursued in collaboration with the regional state liaison. The City would likely qualify for evolving loan funds that provide zero -interest rate financing for energy projects through City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 11 Rebates and Grants Obtained Arizona State University Procured a total of $52,000,000 in utility rebates since 1999 which has supported a total project value in excess of $258.9 million. City of Chicago $35 Million lighting improvement incentive through ComEd. City of Dallas Secured $233,500 in utility incentives for three site solar project. City of Reno Funded through federal grants and bonds and utility rebates, this project was the first instance in the nation where a major municipality successfully integrated American Recovery and Reinvestment Act funds with rebates to create a fully self-funded project. Energy and operational savings of $1.1M+/yr. will be used to pay off the bonds, with no impact on Reno's general fund. City of Santa Barbara $501,790 in Self -Generation Incentive Program funds for a solar and BESS project atop the Granada Garage. Klickitat Valley Health Microgrid $9.8 million awarded from the FEMA Building Resilient Infrastructure and Communities (BRIG) program for a resilient microgrid for Klickitat Valley Health and the Goldendale School District. Matchbook Learning Centers, Three Renew America's Schools grants that will invest over $22 million in energy efficiency retrofits, renewable energy generation systems, indoor air quality Greenup Co. Schools, & Charlo School District improvements, and adaptive reuse for three school districts serving historically disadvantaged populations. Naples Community Hospital Ameresco manages all energy project rebates. New Mexico State University Obtained rebates from 77 separate project items in the amount of $1,459,216. Northwestern University Leveraged $1,018,846 in utility incentives. Philadelphia Streetlightino $9.6 Million of Act 129 utility rebates anticipated at project completion. Philadelphia Water Department $17 Million of grant funding from the American Recovery and Reinvestment Act. University Medical Center of Received $60,041 from the NV Energy SureBet and $50,000 from Southwest Gas to fund the Financial Grade Operational Audit. Southern Nevada Texas A&M University Secured $21.4 Million in Qualified Energy Conservation Bonds. Opportunities for the City of Rosemead There are several opportunities that Ameresco can pursue on behalf of the City if selected for this project. Southern California Regional Energy Network (SoCaIREN) offers rebates on select ECMs. All available state incentives will be pursued in collaboration with the regional state liaison. The City would likely qualify for evolving loan funds that provide zero -interest rate financing for energy projects through City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 11 AMERESCO4 SoCalRen and the California Energy Commission (CEC). Self -Generation Incentive Programs (SGIP) are available through Southern California Edison (SCE) and other entities, and the City may qualify for other credits or incentives related to energy storage, grid load reduction, or excess generation. Ameresco is equally optimistic about various opportunities for funding electric vehicle (EV) charging station infrastructure and equipment that are offered through CEC and SCE. In addition, Ameresco and our customers have secured Investment Tax Credits (ITC) on our extensive portfolio of solar installations since the inception of the ITC in 2006. We closely follow releases of tax credit guidance to ensure our projects receive the maximum possible tax credit benefits. Throughout the course of the project, Ameresco will take advantage of every available rebate and incentive opportunity on behalf of the City. Industry Accreditations NAESCO Accreditation Ameresco is a National Association of Energy Service Companies (NAESCO) accredited energy services provider. Ameresco's CEO, George Sakellaris, was one of the founding members of NAESCO, and served as its president for several years. As the first energy service provider accredited by NAESCO, Ameresco is a recognized leader in the performance contracting industry. With experience in every corner of North America, we understand the unique regulatory requirements of each locality and market in which we work. Encompassing energy conservation and procurement services, the NAESCO accreditation validates Ameresco's whole system approach to providing services and gives clients access to a greater array of energy services from which to choose. The NAESCO accreditation is a rigorous examination of a company's core competencies and business practices. The examination includes an evaluation of the precise nature of the applicant's business; the range of measures and services offered to customers; the availability of a performance-based project approach; ethical business practice commitment; project engineering and design, financing, project management, operations, and maintenance capabilities; and the capability to verify and monitor energy cost savings. Ameresco met, and embodies, all these criteria and will leverage these core competencies for resultant projects with the State. For additional information, including Ameresco's accredited status, please visit: hftps:Hmembers. naesco.org/accredited-comoan ies/Details/ameresco-2257322 Federal Qualifications Ameresco is recognized by both the U.S. Department of Defense (DOD) and Department of Energy (DOE) as a federal qualified ESCO, a designation that Ameresco has held each year that these federal agencies have pre -qualified candidate firms. Like the NAESCO accreditation process, these federal qualifications are based on independent evaluations of Ameresco's capabilities and ability to successfully develop, finance, implement, and perform long-term performance services on behalf of its clients. Ameresco holds multiple Super ESPC indefinite delivery/indefinite quantity (ID/IQ) contracts under both the DOD and DOE programs. In the latest ID/IQ contract award, Ameresco was selected as part of a $600 million shared capacity contract for the design and construction of supply- and demand-side utility conservation projects by the U.S. Army Corp of Engineers. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 12 AMERESCO4 Affiliations, Certifications and Partnerships In addition to our NAESCO, DOE, and DOD certifications, Ameresco is accredited in all states and territories that prequalify energy service companies. These prequalification's are based on an independent evaluation of our experience and demonstrated technical capabilities. Energy Services Coalition Ameresco is an active member and supporter of the Energy Services Coalition (ESC) both on a national level, as well as through state chapters across the United States. In fact, one of Ameresco's Executive Vice Presidents recently completed his term serving on the Board of Directors of the national ESC as Vice -President Private Sector and other members of the company have recently held or currently hold chapter Board positions. Energy Star Partner As an ENERGY STAR Partner, Ameresco is committed to working with clients to develop and implement a plan to improve energy performance, adopting the ENERGY STAR strategy. Memberships and Partnerships In addition to those listed above, Ameresco maintains memberships and partnerships with numerous industry organizations. While there is no specific "advantage" offered as part of these affiliations, Ameresco's countless education and development opportunities, as well as access to industry research materials and data, allows us to provide clients with the most up-to-date understanding of the market, issues facing individual market segments, emerging technologies, funding and incentive opportunities, etc. By maintaining a vigilant presence in organizations that affect the energy industry, as well as those that focus on the clients we serve, Ameresco is best position to understand and tailor a solution to best meet the unique needs of each customer. Compliance with Performance Contracting Requirements Ameresco's approach to delivering a comprehensive performance contract is centered upon working closely with all project stakeholders to collaboratively develop solutions that meet the client's unique operational and financial goals and complying with CA Code 4217 performance contracting requirements. Ameresco's knowledge of CA Code 4217 and comprehensive approach to energy conservation projects are designed to ensure that we deliver the maximum value for the lowest possible cost while complying with all applicable requirements. Our approach ensures that the City will be able to identify and prioritize the full list of potential utility conservation measures and existing necessary building and systems improvements; and that the City will have access to information that will demonstrate future infrastructure renewal and budget requirements. By leveraging CA Code 4217, the City of Rosemead can reduce the administrative burden. In turn, this process ensures that Ameresco delivers a targeted and cost-effective project. Compliance with performance contracting requirements involves adhering to specific standards and regulations set forth in the contract to ensure that obligations are met effectively and truthfully. This includes maintaining accurate records, meeting performance and guarantee requirements, and regularly reporting progress. It is essential to communicate regularly and effectively with project stakeholders to develop, recommend, and implement improvements that comply with all requirements both long term and short term. Our detailed approach to Performance Contracting results in a high City of Rosemead, Califomia Evaluation Criteria 113 Comprehensive Citywide Energy Program AMERESCO<4 value project that achieves the stated results, along with regular verification to ensure compliance. In the event discrepancies are found, it is imperative any issues are addressed promptly, accurately, and in a way to eliminate future reoccurrence. Effective communication and collaboration among all parties are crucial to achieving the desired outcomes and maintaining a transparent and accountable process. City of Rosemead, California Evaluafion Criteria 114 Comprehensive Citywide Energy Program AMERESCO4 Technical Approach While the basic concept of an energy efficiency and conservation program is the same from one company to another, an individual approach to the evaluation, engineering, equipment selection, installation, and many other factorsdiffer markedly and can have a major impact on the returns on investment. Ameresco's approach to developing a project can be summed up in three words: comprehensive, collaborative, and customized. We work collaboratively with our customers to determine the best methodology to upgrading their infrastructure, ensuring the consideration of all solutions, and keeping each customer's unique operational and financial goals at the forefront. This typically begins with energy analyses to identify areas of deferred maintenance and opportunities for infrastructure upgrades. Projects incorporate innovative technology and techniques, customized to improve the efficiency of major building systems, water and wastewater treatment plants, or other infrastructure. Efficiency measures and upgrades often include lighting, water, heating, ventilation, cooling, building envelope, smart meters, and controls. If desired by the customer, we right -fit distributed generation solutions to balance or offset reliance on the grid and increase benefits of renewable energy and advanced energy management. Project Development Project Proposal/Preliminary Comprehensive Audit Investment Grade Audit Financing Contract Execution Final Design & Engineering Design documents and specifications development Equipment selection Submittals, construction schedule, and customer approval Phase I: Project Development Step 1: Needs Identification Implementation & Commissioning Implementation of approved scope Construction management Commissioning, testing, and customer acceptance Performance Period Site Personnel training Optional operations and maintenance services Measurement and verification At project inception, Ameresco will partner with the City's staff to understand the specific goals and objectives of the program, including fiscal, operational, sustainability, and social purposes that are most fundamentally driving the program. The final project will then be developed with the specific goals and priorities as the forefront of the design and implementation processes. In this way, the mutually agreed upon solution will most effectively maximize value to ensure that the greatest reduction of utility, operating, and maintenance costs are achieved in the long-term. Step 2: Field Data Acquisition and Auditing Once project goals are thoroughly understood, Ameresco engineers gather data on utility rates, historical consumption, and facilities and infrastructure. Engineers review all information and begin to document our assumptions and understanding of building condition, operations, and performance. Further, we leverage our proprietary tools to model lifecycles for building systems and liaise with key facility stakeholders to validate our assumptions and identify any knowledge gaps, resulting in bespoke reports and dashboards for analysis. This unique data development process allows Ameresco to quickly gain insights as to which buildings present opportunities to adapt and modernize through various facility improvements and ECMs and provides insight into the greatest energy and cost savings opportunities. Engineers contributing to the Preliminary Energy Assessment will also be assigned to complete the Investment Grade Audit (IGA). City of Rosemead, California Evaluation Criteria 15 Comprehensive Citywide Energy Program AMERESCO4 To gain an accurate picture of existing conditions, Ameresco will: • Perform onsite surveys with in-house project designers and engineer(s). Our staff members hold all the appropriate industry credentials, including PEs, CEMs, CEAs, CLEPs, among others. • Interview facility/maintenance director and staff, administration, and any other stakeholders. • Understand commitment to the ENERGY STAR program and other environmental metrics, so that these efforts can be included in the final project (if applicable). • Analyze recent utility billing and interval data to evaluate operation schedules, utility demand and usage, rate structures, and areas of excessive energy use. • Review recent operational and capital expenditures to determine areas that may require further investigation. • Understand the City's perspective on current carbon footprint and the potential value of reducing and tracking of its current and future carbon emissions. • Update and/or review any previous utility audits or feasibility studies recently conducted by/for the City. • Review as -built drawings for existing buildings. • Analyze any available submeter data. Step 3: Energy Analysis Costing and ECM Definition At the end of this task, Ameresco will have identified which sites have the largest opportunity for energy efficiency based on benchmarking across multiple performance metrics. We will have synthesized all data and information gathered through field data acquisition and individual ECMs are specified. The savings potential of each ECM is determined, and preliminary energy baselines are established. In a parallel effort, the cost estimating for all the identified ECMs is begun using a combination of contractor quotes and pricing databases. The ECMs are then subjected to further analysis, resulting in conceptual design, firm savings, and implementation price. The individuals involved in the data gathering and evaluations perform most of the analyses. Ameresco's in-house Senior Project Managers (SPMs) are also heavily involved in the cost estimating. The task of verifying and approving project implementation costs at this project development stage will typically be the responsibility of Ameresco's Director of Construction. Step 4: Financial Modeling The financial analysis will incorporate the cost and savings developed in the third step into the appropriate financial model(s) for the project. These models incorporate requests from the City and applicable interest rates and terms to produce a financial scenario that supports the required investment and debt service. Step 5: Investment Grade Audit While the goal of the Preliminary Energy Assessment is to identify the potential opportunity, the IGA serves to more firmly define the scope of work and final cost. After the Preliminary Energy Assessment is presented, Ameresco works with the City to identify and select measures to move forward into the IGA process. The IGA is equivalent to an ASHRAE Level 3 Audit and is a much deeper dive into the costs and savings associated with the project to ensure that Ameresco has an accurate and complete understanding of all the impacts associated with the project. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 116 AMERESCO4 The IGA will include firm -fixed pricing, guaranteed savings, annual costs, and other values necessary to present a final, contractable project. Step 6: Permanent Financing Ameresco does not make money on financing — our financing approach is agnostic (like our technical/engineering approach), and the cost of financing services is included in our overhead. Ameresco's finance team works throughout the IGA process to facilitate an easy transition from audit to construction with minimal lag time and disruption. Based on the City's needs and objectives, a selection will be made from a variety of financing options that will be supported by Ameresco's savings guarantee, ensuring that payments will be made from the savings of the project. Step 7: Contract Execution During this step, the final IGA report is presented to the City. This report will include a detailed description of the scope of work, energy calculations, measurement and verification (M&V) protocols, financing terms and conditions, and areas to be upgraded. The resultant Energy Services Agreement will ensure that the systems will be upgraded, and sustainability goals advanced. The guaranteed energy savings will pay for the project, reduce operating costs, and allow the City to allocate more of its finite resources towards other priorities. Customer Kickoff Meeting • Outline Process • Points of Contact/ Communications Flow • M&V Methodology • Contract Requirements • Engineering Specifications • Safety Requirements • Drawing Requirements/ Format • Subcontractor Preference(s) Establish Baseline Measurement Requirements • Subcontractor Selection - Data Required Formal Timespan - Metering Methodology • Baseline Measurements Conducted Conceptual Design General Scope Documentation Customer Confirmation of Scope Construction Manager Assigned - Site Evaluation - Submittal Requirements (schedule. cost breakdown, design requirement, equipment performance parameters, etc) Site Customer Survey Baseline ofWork &Costs Meeting • Analysis Methodology Report Generation - System Drawings Baseline Data Reviewed - Nameplate Information CuslomerApprovalon - Fxisfirg Equipment Baseline Information Permrmance submittals (existing parameters) - Update BillslRate M&V Methodology Schedules Finalized - Operational Data _ Sfipulated,OreTime at • Existing Metered Data Accepixnce.Ongolag Obtained(flow, Savings Acceptance temperature, load, and Procedures demand) M&V Methodology City of Rosemead, California Comprehensive Citywide Energy Program Project Financial Analysis • Finalizeand Communicate Implementation of Cost/Savingst Construction Schedule Presentation tothe Customer • Baseline Data Reviewed • CustommApprovalon Baseline Information (existing parameters) • M&V Methodology Finalized - Snpul.W.One Tlme at Acceptance. Ongoing Developmentof Investment Grade Final Project Scope Audit Report ofWork &Costs Compilation • Construction Management Report Generation Review/ Field Audi Savings Projections • Submittals Evaluated Submittals • Cost/Scope Negotiations - Scope Definition • Validate Equipment - Implementauon Performance v. Savings Schedule Performance - Warmness - Pertormanca Guarantees - Equipment Cutsheets - Warranties - 0 MSpecifications • Implementation Schedule Savings Acceptance • Fixed Fee Procedures • Risk Analysis M&V Methodology - ReportRequirements • Operations Manager Input and Review Figure 1. Investment Grade Audit Report Delivery Process Evaluation Criteria 117 AMERESCO4 Phase II: Final Design and Engineering Step 1: Detailed ECM Design At this step, Ameresco's experienced project developers and engineers will complete the ECM designs. Ameresco's engineering team will be in charge of the design and engineering work and will ensure that any intermediate design submittals are prepared for the City's review in a timely fashion. Step 2: Equipment and Technology Specification The final equipment and technology selections, subject to the City's approval, will ensure that the guaranteed equipment performance and savings/revenue will be achieved and sustained for the full contract term. Ameresco is unique in the fact that we are product and technology agnostic and we do not manufacture any products, which allows us to select products and technology that is best for the City, not internal stakeholders. Companies such as Schneider, Siemens, Trane, Honeywell, and numerous others all manufacture equipment, products, and software, and are pressured to be included in projects like these to meet Company goals and mandates. Often times these equipment, products, and software are not the right fit for the project and come with multiple layers of markup, resulting in a more expensive project with less value and incompatibility issues. Step 3: Submittals, Construction Schedule, City Approval Following the City's final review and approval of submittals, the submittals will become formal project documents. The equipment and materials will be installed in accordance with these plans, drawings, schedules, and specifications. All submittals are prepared by Ameresco's professional engineering staff or reviewed if consultants supplemented the firm's in-house resources. A construction schedule will also be included in the submittals. Phase III: Implementation and Commissioning Step 1: Implementation, City Coordination, Pre -Construction Meetings Once the City has reviewed and approved all the final submittals and issued a Notice to Proceed, pre - construction meetings can be held. At these meetings, site personnel and Ameresco's SPM will confirm all the details needed to ensure smooth implementation of the improvements at each facility including all site safety, security, background checks, and badging requirements. The SPM is responsible for the successful construction of the project, on schedule and within budget. Two critical roles that Ameresco's SPM fulfills are customer service and quality assurance. This staff member will ensure a smooth and well -coordinated implementation that minimizes any impact on the City's personnel, operating mission, and building constituents. As is standard practice in all Ameresco's construction efforts, the SPM reports directly to Ameresco's Director of Construction, who retains ultimate responsibility for all implementation period activities. These activities include, but are not limited to, oversight of procurement and subcontracting, construction budgets and cost control, installation progress, completion, training, commissioning, project close, and ensuring a smooth transition into the long-term performance period. Step 2: Equipment Procurement The procurement process begins as soon as Ameresco has received the Notice to Proceed. Any equipment and materials that Ameresco will furnish for installation will be purchased in a timely manner to be available for the coordinated construction efforts. The SPM will be responsible for procurement City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 18 AMERESCO4 logistics to ensure that all the equipment and materials meet contract specifications and that procurement is accomplished in the most cost-effective manner possible. Ameresco is not bound by low -bid requirements; therefore, equipment can be acquired that provides the best value while meeting guaranteed performance levels. Competitive procurement solicitations are the favored and typical means of ensuring cost-effectiveness while maintaining best value. Ameresco casts a wide net to national and local suppliers and contractors for all goods and services and works directly with several major manufacturers. Ameresco will confer with the City, and pricing will be compared with what the City is accustomed to paying for all similar goods and services. Step 3: Subcontract Solicitations/Executions The primary focus is on the proven track record and capabilities of the firms hired to perform work throughout a City's facilities, whether it is installation labor only or complete turnkey service. Ameresco facilitates a competitive process by issuing detailed scopes of work as Request for Proposals (RFPs) for each ECM. Low bid is not necessarily the deciding factor in Ameresco's selection and award process, as subcontractors are chosen based on a holistic evaluation of their ability to add value and enhance the service provided to the City. That said, Ameresco will ensure that everything is fairly bid and seek feedback from the City on their preferences based on the bid results and respondent reputations. All subcontractors must be able to accomplish the specified work on time within the budget, while meeting all established utilization goals and while maintaining appropriate state licenses. Ameresco's success depends upon timely, professional quality workmanship performed by qualified subcontractors who are proficient in the specific technology. In addition to price and technical proficiency, a premium is placed on the ability of the contractor to work cooperatively in a non -disruptive fashion within occupied City facilities and sites. To this end, it is generally beneficial to engage local subcontractors who have a proven track record of success in similar facilities, and an established relationship with the facility personnel. Ameresco looks favorably to contractors that have had positive experience with the City. During the design phase, Ameresco will establish a prequalified list of local subcontractors and vendors in collaboration with the City's staff and in accordance with predetermined criteria. Local Involvement Ameresco believes that community -wide, comprehensive energy conservation projects provide the greatest benefit in terms of cost and utility savings, as well as sustainability, greenhouse gas reduction, and social responsibility. Our projects most often encompass numerous facilities with diverse stakeholder groups requiring multi -jurisdictional support, approval, and collaboration. Our projects are structured to benefit the broader communities which our customer's service. We are committed to utilizing the maximum amount of local labor and vendors to bring the greatest value to the wider community. Local contractors and vendors have a vested interest in the success of the project, relationships that can be leveraged in its support, and an intimate knowledge of the context in which they are working. Step 4: ECM Construction Two critical responsibilities that the Senior Project Manager assumes are quality assurance and customer satisfaction. To fulfill the quality assurance responsibilities, Ameresco's SPM must ensure that equipment and materials meet the contract specifications, and all work is accomplished in a timely and professional manner. To fulfill the service responsibilities, Ameresco's SPM will oversee all subcontractor and supply vendor activities to ensure minimal disruption. He will also serve as the primary point of contact throughout the implementation phase. All issues or concerns that arise will be addressed immediately and resolved to the City's satisfaction. Any support that Ameresco's SPM City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 19 AMERESCO4 requires to accomplish this level of service will be readily available, and efforts can be supplemented as needed from the reservoir of nationwide talent on Ameresco's staff. Commitment to Project Safety Ameresco's SPM also serves as the project safety officer and is responsible for a safe environment for all tradesmen and facility occupants. This staff member will oversee construction -related activities to ensure compliance with all applicable OSHA, state and local codes and regulations. All phases of project design, implementation, and long-term performance monitoring and O&M services are achieved with safety as our number one focus. No financial goal, work task, customer deliverable, or schedule demand is worth an injury or environmental compromise. It is the responsibility of every Ameresco employee, supplier, contractor, partner, and vendor to always strive and on every work assignment to work safely and in an environmentally responsible fashion. In fact, Ameresco considers good health, safety, and environmental performance as a fundamental element of providing industry- leading comprehensive energy solutions on behalf of our customers. To these ends, Ameresco is committed to meeting or exceeding 100 percent compliance to all established safety and health regulations, zero accidents, and maintaining a safe and healthy work environment. We currently have implemented policies, procedures, training, and self -assessments to ensure compliance with the following federal regulations, in addition to any site-, City-, and/or jurisdictional -specific requirements. Design/Build Contracts Execution • Performance Partner Meeting/ Construction Review • Subcontractor Budgets Submitted Final • Implementation Plan Design Agreement • Final Design Schedule Construction Drawings Issued Signed • Implementation Schedule Site Mobilization Commissioning and Project Close -Out Customer Kick -Off Meeting Final Design/Construction Budgets Submitted • Design/Build Contracts Finalized - Terms - Insurance - Site Safety and Health Plan - Scope - Rxetl Fee - legal Review City of Rosemead, California Comprehensive Citywide Energy Program Pre -Construction Kick -Off with Customer • Site -Speck Review • Customer's Requirements/Guidelines • Final Design Milestones - Equipment Review - Drawingftvoi Schedule - Progress Meetings • Project Schedule Construction Period • Onsite Progress Meetings (meeting minutes issued • Quality AssurancelQuality Control • Contract Milestones • Invoice Review/Approval • Change Order Documentation • Project Cost Management • Safe Work Practices • Dedicated Construction Management Figure 2. Construction Implementation Process Evaluation Criteria j 20 AMERESCO4 Step 5: Commissioning, Testing, City Acceptance When the installation of an ECM, a whole facility, or logical grouping of ECMs is completed satisfactorily, Ameresco's staff and the installation contractor will commission and test the systems in accordance with the detailed plan described in the ECM write-ups in the detailed IGA. The development and design engineering staff responsible for the conception and finalization of these measures will also assist in the commissioning phase. The City's facilities and maintenance staff will be invited to the commissioning events to ensure their complete understanding of the new equipment and recently installed systems. Ameresco's operations manager will also be intimately involved in this process as part of his responsibility for long-term M&V activities. A significant amount of responsibility is placed upon Ameresco's SPM. For that reason, the individuals who perform these services for Ameresco are extremely experienced and selected for projects based upon their unique skillsets and bases of operations. They are appropriately vested with a corresponding level of authority to control the project's progress and all related activities and provided with all the support that is required to successfully accomplish their tasks. Equipmend O&M System Manuals Project Startup Operation Criteria Closeout • Start -Up and Testing Maintenance Close -Out Activities Performance Procedures Requirements/ All Punch List Items Period • Mechanicat Electrical Training Responsibility Finalized Process Completion and Testing Training Schedule Warranty Information Project Reconciliation Final Turnoverto • Cleaning and Flushing - operation Contact Information As-Buills Operationsand • Test and Balance - Maintenance Commissioning Data Demobilize Maintenance Punch EquipmenVSystem Substantial Final List Functional Completion Acceptance • Completion of Critical/ Performance Testing Customer Review/ Customer Review/ Major Punch List Items Functional Performance Acceptance Acceptance Testing Warranty Invoicing Begins (back to • Adherencete Design Measurementand start date at Substantial Intent and Contractual Verification Completion) Requirements Contract Stan Date • Measurementand Verification Commissioning - One -Time Acceptance - Ongoing > Data OdledioN Communication Systems > Repaningrinvoice Protocol Completion Figure 3. Commissioning and Project Close -Out Process Phase IV. Performance Period Long-term M&V services and annual reconciliation of performance and savings will be carried out in accordance with the site-specific M&V plan. The M&V plan presented in the IGA will be written in accordance with the International Performance Measurement & Verification Protocol (IPMVP). All specific protocols must be explained to and accepted by the City before project construction can begin. The M&V plan will be developed mutually with the City during the IGA and will be fully documented prior to the start of construction. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 21 AMERESCO4 Measurement and Verification Ameresco's M&V methodology is incorporated throughout each phase of our Comprehensive Project Approach. During project development, Ameresco will assign an M&V specialist who will be responsible for ensuring the correct data has been collected and mutually agreed upon to develop the baseline energy and operational costs. The M&V specialist will also be involved in the implementation and commissioning stages of the project to ensure that the post -retrofit measurements and metering are installed properly, and that the data is collected in a thorough and efficient manner. Ameresco's direct employees will perform this service in its entirety. Ameresco will coauthor the development of a detailed and comprehensive M&V plan with the City, including ongoing monitoring, to ensure actual savings are attained. This is a critical element of the performance contract because it provides the basis for the energy savings guarantee and debt -service payment. The specific M&V Plan will be submitted with the final IGA and will be included as a schedule in the Energy Services Agreement. All specific protocols must be explained to, and accepted by, the City before project construction can begin. M&V involves two essential components: 1. Verifying the ability of the project to generate all the projected and/or guaranteed savings 2. Measuring actual, periodic performance of the project against established baseline(s) While there are a variety of ways to accomplish the two primary M&V tasks, a critical prerequisite is to establish the baseline(s). These baselines are developed from a rigorously derived end-use analyses, onsite measurements, and historical energy consumption data. Techniques range from stipulating all factors affecting ECM performance to installing extensive, highly accurate metering systems. When deciding the appropriate level of sophistication for a plan, factors such as complexity of the measure, expected magnitude of savings from the measure, and the City's aversion to risk all affect the decision. The general approach to determining energy savings in these plans involves comparing the energy use associated with a facility or certain energy consuming systems within a facility before installation of the ECM (baseline) and after installation of the ECM (post -installation). Energy Savings = (Baseline Energy Use) – (Post Installation Energy Use) Although the specific algorithms vary from measure to measure, they can all be broken down into usage before and after the installation of the energy savings measure. Sometimes the baseline usage is fixed, while in other cases the baseline is calculated based on the post -installation usage; it depends on the specific plan used to verify the performance of the measure. To aid agencies in gaining an understanding of M&V, the IPMVP was established. The IPMVP has four options (A, B, C, and D) which meet the needs of a wide range of ECMs and provide industry -approved procedures for baseline development and post -retrofit M&V. These options are flexible and reflect the considerations previously mentioned. Ameresco's M&V plan will be written in accordance with the IPMVP. With responsibility for satisfactory long-term M&V and project performance, the Manager of Measurement and Verification will oversee the M&V of this project in conjunction with local personnel. Long-term M&V services and annual reconciliation of performance and savings will be carried out in accordance with the site-specific M&V Plan. The frequency of M&V reporting—quarterly, biannually, or annually—will be at the option of the City. The savings guarantee is reconciled on an annual basis. At any time during the contract term, should there be a shortfall in energy cost savings identified during City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 22 AMERESCO4 the annual reconciliation and correction process; Ameresco will make a payment to the City in the full amount of the shortfall. Payments can be in the form of a check or a credit against future billings from Ameresco, at the City's option. Ameresco will repair the defect that created the shortfall at Ameresco's expense to ensure that the savings are achieved in the following years. If the cause of the shortfall cannot be repaired, Ameresco will have the option to install additional conservation measures at Ameresco's expense in order to achieve the savings. City Training Training of the City's staff who will be involved in the long-term operation of the new equipment and systems is of paramount importance. A strong focus on energy savings strategies and maintenance schedules will be provided to those individuals. Because the SPM will be familiar with the newly installed equipment and systems, as well as the site's facilities and personnel, this staff member is the most appropriate candidate to supervise training efforts. By providing training in the proper O&M of the newly installed ECMs, both Ameresco and the City are assured of sustained performance of the equipment and persistence of energy savings. Training typically commences during the commissioning phase when staff will first become acquainted with the new equipment and systems. Training will be conducted in a classroom setting and documented on video to train new staff or provide refresher courses for existing employees. The basic format includes an introduction to the overall installation, so that all staff members understand the benefits of the equipment and systems. Each ECM will be explained in detail, including how to operate, maintain and troubleshoot, as well as any possible interactions with existing equipment. Documentation will include review of O&M manuals, drawings, and equipment specification literature. A hands-on approach will be encouraged to facilitate understanding of all presented material. The training will emphasize the essential role that equipment users and operators play in energy conservation, as poorly maintained equipment will not perform as efficiently as possible, as well as experience more frequent breakdowns and a shortened useful service life. Ameresco will make provisions with the City to conduct training sessions at remote sites if needed. Informal training can also be provided throughout the contract term and may be accomplished in conjunction with an O&M contract. Non -Technical Training Everyone who works for or within a facility can have an impact on the level of success of an energy conservation program. Therefore, training should be offered to the broadest possible range of facility groups and building occupants to the fullest extent possible. The following describes some of the types of non-technical training programs typically considered: • Energy Policy Development: Ameresco works with its customers to evaluate the need for a facility -wide energy policy. A well-defined and effective energy policy provides goals, objectives, and management direction and leadership for all energy or sustainability -related activities and initiatives. Occupant Awareness Program: Ameresco can work with the City to implement an outreach and awareness program to educate employees and citizens about the energy and utility resource projects being conducted. Messaging will highlight the importance of conservation, as well as how building users and members of the public (as applicable) can contribute to the success of the project. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 23 AMERESCO4 Operation & Maintenance Services / Long -Term Servicing The City will retain full and complete authority over its equipment and facilities during the contract term. Therefore, the City may choose to perform the O&M internally and/or have the O&M performed by others at their discretion, provided all maintenance procedures meet or exceed the standards set forth in the contract. These standards will be clear, concise, and thoroughly documented as part of the training. O&M manuals will be submitted to the City facility(ies) upon commencement of the performance period services. If the City deems it appropriate to accomplish the required O&M through a third party, these standards will serve as a minimum level of service. At the City's discretion, Ameresco can offer a comprehensive O&M service plan in the final contract. This O&M plan will help to ensure that energy savings are maintained over the term of the contract and extend the useful life of installed equipment. Responsibility for managing this ongoing service will be assigned to Ameresco's Manager of Measurement and Verification supported by local management and qualified service providers to assure responsiveness. These firms will be mutually selected with the City based on reputation, qualifications, and ability to respond to scheduled and emergency service calls within required time periods. J Ongoing Planning and Asset Management Ameresco's AssetPlannerO is an industry leading and powerful Asset AssetPlanner Management Software Solution designed by infrastructure managers for \,►/ infrastructure managers, with the result being a straightforward and easy to use platform that provides robust reporting and analytical tools for innovative decision support. Our software solution provides customers the capability to organize their risk management criteria associated with their infrastructure and to identify the most important renewal and replacement projects. AssetPlanner® is a relational database that seamlessly integrates information from three key work areas that aides in decision development: • Capital Planning: Data Development, Needs Assessment, Capital Plan and Budgeting, Project Scheduling, and Implementation • Maintenance Management: Workflow Process, Preventive Maintenance, Demand Maintenance Service Request, Execute Work • Energy Management: Data Development, Analyze and Benchmark, Energy Management Plan, Project Scheduling, and Implementation Our internal asset management experts help customers develop strategies to manage the funding gaps associated with aging infrastructure by reviewing key risk management criteria to identify and prioritize the most important renewal and replacement projects. The program provides valuable data to help decision -makers define long-term capital planning strategies that leverage available funds to maximize project value by incorporating state-of-the-art business processes designed to manage current capital costs and predict the future capital needs. City of Rosemead, California Evaluation Criteria 24 Comprehensive Citywide Energy Program AMERESCO4 Management Approach Project/Construction Management, Coordination and Local Staffing As a company whose core business is solely focused on developing and implementing comprehensive energy conservation and renewable energy generation projects, Ameresco has the in-house personnel to develop innovative energy projects of nearly any size or scope. Every Ameresco team member is experienced and dedicated to these projects. As necessary and/or required, the team will draw upon the experience and expertise of the over 1,500 Ameresco energy professionals located throughout approximately 60 offices, with the City's approval. • Regional Leadership • Business Development/Account Management • Energy and Renewable Energy Engineers • Pre -Construction and Construction Project Management • Renewable Energy Operations • Post -Construction Energy Management and M&V Specialists • Marketing and Communications • Administrative Support and Contract Management Ameresco staff manages and conducts its audits, project development, project/construction management, and measurement and verification using in-house resources. In a collaborative approach with the City, Ameresco will establish subcontractor alliances on a case-by-case basis. This process keeps us vendor neutral and ensures that we can meet the financial, operational, utilization, and other goals identified by the City. At all stages of the project, a direct Ameresco employee will be responsible for management and oversight of: • Proposal and/or Preliminary Energy • Finance Assessment • Training and commissioning • Investment Grade Audit • Measurement and verification • Engineering and design • Operations and maintenance • Project and construction management City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 25 AMERESCO4 Key Personnel We have assembled an experienced and local team of in-house engineers and project managers to develop a high quality, comprehensive Citywide Energy Program for the City of Rosemead. Subcontractors will be selected in accordance with Ameresco's subcontractor prequalification process, with the City's approval, and with a focus on maximizing local labor utilization. City of Rosemead, California Evaluation Criteria 26 Comprehensive Citywide Energy Program Academic/Name Professional Qualifications Business Development, .Management, 12 Ernest Kim BA, Finance, University of Southern California Senior Account Executive Series 7, 63, & 65 General Securities Representative (expired), CFS Institute of Local CA Employee Business & Finance Ron Haxton, PE MS, Engineering Management; BS, Mechanical Engineering, University of 30 SVP - Business Development Idaho, Professional Engineer (PE) Project Development,Design . Engineering; . . . Equipment Sourcing and Logistics Warren Van Ryzin, PE, CEM BS, Mechanical Engineering, California State Polytechnic University, Pomona 14 Director - Engineering Licensed PE (CA -37294), Certified Energy Manager (CEM) Local CA Employee Wyeth Crawford, PE BS, Mechanical Engineering, Oregon State University 13 Engineering Team Lead Licensed PE Dan Feld, PE, CEM BS, Mechanical Engineering, California State Polytechnic University, Pomona 25 Engineering Team Lead Licensed PE (CA -M30565) CEM, LEED AP Local CA Employee Sean Maher, PE, CEM BS, Mechanical Engineering, San Diego State University 12 Sr. Project Development Licensed PE (CA -42406), CEM Engineer Local CA Employee Will Morris, CEM BS, Mechanical Engineering, Western Michigan University 18 Sr. Project Development Graduate Certificate, Advanced Energy Storage, Michigan Technological Engineer University CEM Michael Pacella, EIT BS, Renewable Energy Engineering, Oregon Institute of Technology 12 Sr. Project Development Certified Measurement and Verification Professional (CMVP), EIT, OSHA 10 Engineer Local CA Employee Stella Shmushkina MS, Electrical Engineering, Odessa Polytechnic Institute, Ukraine 20 Sr. Project Development Engineer Local CA Employee Leo Murillo, EIT BS, Mechanical Engineering, California State University of Long Beach 8 Project Development Engineer EIT, OSHA 10 Local CA Employee Rhonniel Caringal, CEM BS, Electrical Engineering, University of Santo Tomas, Philippines 32 Project Development Engineer Sustainability Certificate Program, UCLA Extension (ongoing) Local CA Employee LEED Green Associate; OSHA 10,, Registered Electrical Engineer, Philippines; CEM Project Management, Installation, Commissioning, Training, Project Safety and System Integration Goran Matesic Marketing and International Business Certificate, University of Western Sydney, 25 SVP - Construction Services AUS Local CA Employee City of Rosemead, California Evaluation Criteria 26 Comprehensive Citywide Energy Program AMERESCO4 Ferdinand Diwa, CPM, CEM Information Technology Network and Security, University of Maryland 15 Sr. Project Manager University College (UMUCC); US Navy Construction Electrician Local CA Employee CEM, Construction Project Management (CPM) Fiber Optic Installer Level I — NAVFAC, Construction Manager PeriodPerformance Services Jared Hughes, CMVP, CEM, MS, Data Analytics, Northern Illinois University; BS, Construction Management, 17 CEA, LEED AP Missouri State University Manager — Performance Certified Measurement and Verification Professional (CMVP), CEM, Certified Assurance Enerav Auditor (CEA). LEEP AP Subcontractors Ameresco will establish subcontractor alliances on a case-by-case basis. This process keeps us vendor neutral and ensures that we are able to meet the City's financial and operational goals. The primary focus is on the proven track record and capabilities of the firms hired to perform work throughout the City's facilities, whether it is installation labor only or complete turnkey service. Ameresco looks favorably to contractors that have had positive experience with the City. During the design phase, Ameresco will establish a prequalified list of local subcontractors and vendors in collaboration with the City's staff and in accordance with predetermined criteria. Additional information can be found here: Phase III: Implementation and Commissioning, Step 3: Subcontractor Solicitation/Execution. Owner Interaction Ameresco has extensive experience in managing project implementation in occupied facilities, including in K-12 schools, hospitals, city and county agencies, and high -security government facilities. We will coordinate all construction efforts with the City's building administration and facilities personnel. To avoid conflict with building operations, Ameresco will propose a detailed construction schedule at the Pre -Construction kick-off meeting. All shutdowns of existing equipment and testing will be coordinated through building administration and facilities. Regular progress meetings will facilitate ongoing communication regarding City resources. A key project management goal is to ensure expectations are met and any resources the City will need to provide are identified, discussed, and incorporated in a timely manner. Below are examples of areas that may require the City's resource coordination: • Work scheduling • Security, escort, or access issues • Disruptions to normal facility operation • Shutdown or interruption of utilities, equipment, or systems • Housekeeping issues throughout construction • Construction safety issues relating to subcontractors, hazardous materials, traffic, construction areas, etc. City of Rosemead, California Evaluation Criteria i 27 Comprehensive Citywide Energy Program AMERESCO4 • Location of equipment, tools, temporary workspace, etc. • Permits, rules, and regulations City Resources during Project Development and Design & Engineering • The design phase is an iterative process with frequent communications with the City, requiring the availability of appropriate City staff for design review and feedback. • Ameresco will develop a detailed work plan and review with the City. We use checklists for preparation of construction sub -tasks, for developing detailed scope of work documents, and for tracking completion of the work. • For specific work which has potential for disruption of a major system, contingency plans will be included as part of the work plan. City Resources during Implementation and Performance Period • Our senior project manager will be onsite and in communication with the project engineers, subcontractors, and City staff daily during the construction phases of this project and to ensure building access and appropriate times. • The proposed project can be completed all at the same time or be split into phases if needed. Ameresco teams can work behind the scenes to ensure there is minimal disruption to daily activities and staff. • Each week we will conduct a "look -ahead" review to properly anticipate upcoming activities and provide adequate notice to other resources that will be required. Ameresco emphasizes effective planning and project control on multi -phase projects to ensure the demands on resources are managed properly. The top priority is to ensure coordination with City staff to eliminate potential scheduling and project coordination conflicts. City of Rosemead, California Comprehensive Ci"de Energy Program Evaluation Cdteda 1 28 AMERESCO4 Cost and Pricing The following table details the project markup, fee, and contingency structure for a proposed project: Achieving Best Value Ameresco is the highest value "independent" ESCO in the marketplace. We do not have a parent company, nor are we a subsidiary of any other corporation. This makes Ameresco uniquely positioned to provide our clients with maximum flexibility in our approach, which is valuable to cities like Rosemead, where unknown or unforeseen challenges can delay or derail a project. The municipal space is dynamic and influenced by many outside factors, from unfunded State mandates to changes in political leadership, and Ameresco's flat organizational structure combined with a depth of technical and financial solutions makes responding to these ever-changing dynamics a relatively simple process. Ameresco's company decision makers are one level removed from the team implementing our projects, which facilitates decisive action and responsiveness over burdensome and time-consuming internal processes required by corporate ESCOs. A key benefit of Ameresco's independent position in this marketplace as a vendor -neutral, technology agnostic ESCO, is that we have no pull-through product or service goals. Our only product is energy services — we have no larger manufacturing or service -providing corporation influencing our offering. Technology and products are recommended based on their ability to best meet the needs of our clients for the lowest possible cost. Ameresco casts a wide net to national and local suppliers and contractors for all goods and services and works directly with several major manufacturers. Our position as a nationally recognized ESCO results in preferred pricing relationships with leading equipment manufacturers providing LED lighting solutions, water meters, HVAC systems, solar modules, local distributors, and other energy efficiency/renewable energy technologies. Our clients receive the benefit of these relationships as it relates to our ability to leverage bulk pricing and priority delivery of equipment to minimize any lead time and prevent project delays. Further, this independence provides significant leverage to our clients when it comes to negotiating with vendors on warranties and commissioning issues. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 29 Notes Category Value Ameresco Overhead 10% Ameresco Profit Margin 8% Total Project Markup 22% Combined Markup for Overhead & Profit Fees are comprised of Ameresco Indirect Costs such as Project Development and Engineering, Construction Management, Measurement and Verification, Administrative, Closeout, Commissioning, and Travel. Ameresco internal labor rates are Fees 6% to 12% applied to the projected hours, and the Total Project Markup is applied to these costs. A range is provided because the fee percentage can vary based on the overall project size and scope. Contingency is applied per improvement measure based on its Contingency 3% to 6% complexity and risk. Achieving Best Value Ameresco is the highest value "independent" ESCO in the marketplace. We do not have a parent company, nor are we a subsidiary of any other corporation. This makes Ameresco uniquely positioned to provide our clients with maximum flexibility in our approach, which is valuable to cities like Rosemead, where unknown or unforeseen challenges can delay or derail a project. The municipal space is dynamic and influenced by many outside factors, from unfunded State mandates to changes in political leadership, and Ameresco's flat organizational structure combined with a depth of technical and financial solutions makes responding to these ever-changing dynamics a relatively simple process. Ameresco's company decision makers are one level removed from the team implementing our projects, which facilitates decisive action and responsiveness over burdensome and time-consuming internal processes required by corporate ESCOs. A key benefit of Ameresco's independent position in this marketplace as a vendor -neutral, technology agnostic ESCO, is that we have no pull-through product or service goals. Our only product is energy services — we have no larger manufacturing or service -providing corporation influencing our offering. Technology and products are recommended based on their ability to best meet the needs of our clients for the lowest possible cost. Ameresco casts a wide net to national and local suppliers and contractors for all goods and services and works directly with several major manufacturers. Our position as a nationally recognized ESCO results in preferred pricing relationships with leading equipment manufacturers providing LED lighting solutions, water meters, HVAC systems, solar modules, local distributors, and other energy efficiency/renewable energy technologies. Our clients receive the benefit of these relationships as it relates to our ability to leverage bulk pricing and priority delivery of equipment to minimize any lead time and prevent project delays. Further, this independence provides significant leverage to our clients when it comes to negotiating with vendors on warranties and commissioning issues. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 29 AMERESCO4 As a company with its core business solely focused on developing and implementing comprehensive turnkey energy projects, Ameresco is structured regionally with a broad bench of experts in the industry. Not only have we attracted the best talent from the marketplace, we have also incorporated the preeminent experts in solar and energy storage, street lighting and smart cities, renewable natural gas (waste to energy), P3, Power Purchase Agreements, microgrids, decarbonization and other areas of innovation. This allows us to bring the best experts into the project in the most streamlined and cost- effective structure. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 30 AMERESCO4 Responsiveness Ameresco's projects are specifically designed from inception through the term of the contract to mitigate client risk. In fact, with established performance assurances backed by long-term financial solvency and longevity, clients are inherently sheltered from the risks that are often associated with capital improvement projects. Our quality assurance policy states that, "Ameresco will attain 100 percent client satisfaction by providing value-added innovative solutions that perform to their requirements every time." Thus, quality is a core goal to be addressed in an ongoing manner instead of simply #, , A addressed at the completion of a project. - _ _ Clients who select Ameresco as their energy partner can be certain that they are dealing with a company that recognizes the importance of delivering high- quality products, systems and services. Our experience has taught us that the long-term success of any project or relationship requires adherence to the quality process as a number one priority and must be recognized as such at all levels in the organization. All Ameresco projects, regardless of size or scope, receive the same level quality and dedication. Long -Term Servicing Local Ameresco staff will be involved with the project from inception, through completion, and throughout the performance period. Many of our staff members have been with Ameresco for over a decade, allowing our customers access to familiar names and historical information about their projects. Our engineering, development, construction, and service staff will have knowledge of this project and will be able to instantly answer concerns, respond to requests, and address any inquiries the City has or will have years into the future. We are dedicated to our goal of being a long-term partner to help the City achieve their goals, needs, and wants. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 31 AMERESCO4 Community Benefit Ameresco has assisted clients with the organization of project dedications, groundbreaking ceremonies, and ribbon cuttings; creation and/or dissemination of press releases and case studies; educational presentations; tours and award submissions and presentations. Throughout the project's different phases, Ameresco's diverse team members — account managers, engineers, project managers, and subcontractors — are happy to be examples of individuals working in the clean energy economy by participating in events around the community, such as Earth Day activities, local energy expositions, and school and community events. Ameresco Solar Wagon at a Costa Mesa, CA 316 of July Event Ameresco also provides a comprehensive marketing program to showcase the vision, leadership, and environmental stewardship of our customers. Outreach activities, at the City's discretion, can include: • Marketing: Promote the City's efforts via various media outlets; dedication and press events; and tradeshows. • Media Relations: Generate positive press and goodwill in local, regional, and national media through articles, interviews, and press releases. • Community Affairs: Engage the community for support and communicate the City's overall project objectives. • Awards: Submit relevant projects for high profile awards. e community at a City of Phoenix Earth Day Event • Case Studies: Draft case studies and project fact sheets that communicate the City's commitment and promote their environmental achievements. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 32 AMERESCO4 Phase 1 Project Priorities Description of Measures, Existing Conditions, Proposed Improvements Approach to Addressing the City's Priorities for Phase 1 Ameresco has documented most of the existing conditions for the facilities identified for this Phase 1 project. We have developed costs and savings using actual vendor pricing and internal pricing estimating tools to closely estimate the costs and savings associated with the various measures proposed for the facilities. During the detailed IGA phase, Ameresco will refine these numbers by obtaining additional subcontractor bids, firm equipment and material pricing, and calculate energy savings using advanced modeling and simulation tools. Existing Building Automation Controls and Findings (City Hall, Garvey Community Center, Rosemead Park Playschool, Rosemead Community Recreation Center, Garvey Park Clubhouse / Recreation Office) Much of the City's HVAC equipment is in need of replacement, and all building systems could greatly benefit from an advanced Building Automation System (BAS). In general, City of Rosemead HVAC systems are controlled using individual thermostats to monitor temperature at the given space, as well as timers for certain areas which indicates there is a significant opportunity to reduce energy consumption through the installation of a modern BAS. Thermostats with Timers as Observed After processing and analyzing building interval data, several in Four (4) Facilities observations were made that are likely due to the lack of a building controls system. For example, at City Hall the HVAC systems appear to run well before and after normal operating hours (Figure 4). Per the "heat map" in Figure 4, the white and orange coloring shows increased electricity consumption through the evening, in some instances up until 11:OOPM. A BAS system will be able to turn down or turn off these HVAC systems when occupants are not present, but allow for short override abilities to allow for a predetermined run time if there are occupants working late and in need of conditioning. This increased, potentially unnecessary, usage is happening during periods of the day that have the highest cost of electricity. Developing and implementing a BAS could greatly reduce this undue usage, saving the City a substantial amount of money. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 33 Potential Savings Opportunitlesfi AA;�T.%?AxA• A3S Potential Savings Opportunities AMERESCO4 Figure 4. City Hall Heat Map (by day) ru• unP YOY 24]P P19P •Ifr• .nae .P.,r .PI -01 .PNr City Hall also appears to have higher electrical consumption outside summer months, which is unusual given that heating was observed to be supplied by a gas furnace. An investigation of what is contributing to the high consumption during these periods could lead to an opportunity for significant savings (Figure 5). An advanced BAS can mitigate unintended usage and waste. ROSEMEAD CITY HALL, 8002496643 kwhr heat reap Figure 5. City Hall Heat Map (by month) Additionally, the Garvey Community Center has a substantial amount of run hours from midnight to approximately 3:00 AM on many days (Figure 6), which are outside of operating hours. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 134 v>r !�1213AM 1 WAM 2"" .MAM S 15AM 1 AM A$ AM M AM O13AM 1XAM IL 2-0SMI MMI 15V W I`U ASPM MMA A.IspM i vwaM iosru Figure 4. City Hall Heat Map (by day) ru• unP YOY 24]P P19P •Ifr• .nae .P.,r .PI -01 .PNr City Hall also appears to have higher electrical consumption outside summer months, which is unusual given that heating was observed to be supplied by a gas furnace. An investigation of what is contributing to the high consumption during these periods could lead to an opportunity for significant savings (Figure 5). An advanced BAS can mitigate unintended usage and waste. ROSEMEAD CITY HALL, 8002496643 kwhr heat reap Figure 5. City Hall Heat Map (by month) Additionally, the Garvey Community Center has a substantial amount of run hours from midnight to approximately 3:00 AM on many days (Figure 6), which are outside of operating hours. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 134 AMERESCO4 Weekdays Weekends cx z tnvestigata iY Investigate Y. n+m �' w 1Z SAM I$15AM .1419 150AM 1.50 AM .uq9 7ASAM 215 AM 4.00 AM 400AM sm 5.15AS1 a-11 595AM 5:00AM 630AM ]ASAM T:15AM u.0 9A0AM 900AM lore 1015 AM 101SAM y,u I430AM nMAM �y -+21S PM Advertised 0 1z.soM . ,@ 200 PM^• 310 PM Hours j 15 PM 315M e .WPM 00PM SASPM 545 PM ••a 790M rw PM •i-1 &ASPM 6FM .nr 10M 9M PM 191545PM t04S PM I150 PM 15i PM Figure 6. Garvey Community Center Heat Map (by day) This happens not only in the summer but is observed to occur throughout the entire year (Figure 7). GARVEY COMMUNITY CENTER, 8002280752 kwhr heal Inap I . 1, - i Figure 7. Garvey Community Center Heat Map (by month) Commissioning the controls and enhancing control sequences will allow the HVAC system to better respond to occupant needs and save energy at the same time. Since Ameresco does not manufacture any equipment and is therefore not beholden to internal pressures to utilize one product, we can identify and implement improvements using the best products on the market, offering significant value to the City. We suggest products based on their cost, maintainability, features, and ability to integrate with existing systems. This will allow the City to make informed decisions and select the best products. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 35 AMERESCO4 HVAC Systems Heating, ventilation and air-conditioning (HVAC) equipment consumes 40% to 50% of a building's total energy consumption on average. To maximize a building's energy efficiency, HVAC system optimization should be prioritized over other end -uses. Utility bill and interval data analysis and a walk- through audit provided the information necessary to determine the magnitude of potential savings achievable. Based on specific information gathered for the identified buildings and an analysis completed on the utility data, the following energy conservation measures (ECMs) were developed. These ECMs represent HVAC equipment replacement and controls optimization measures. The primary intent is to replace equipment that is currently failing or near the end of service life, including equipment such as chillers, pneumatic controls, pumps, split systems, and outdoor package units. City Hall Existing Conditions City Hall uses a chiller system to cool during the hot seasons and a packaged unit to heat during the cold seasons. These units are well beyond their end of life and need to be replaced. The chiller system utilizes a refrigerant that is no longer available, and the age of this chiller could lead to imminent failure, with refrigerant and parts being scarce or no longer available. Numerous options exist for the revitalization of City Hall's HVAC system. Equipment can be replaced in a like -for -like fashion, or a consolidated central plant system can be designed and installed to service the building instead of the multitude of systems currently utilized. Substantial savings can be realized due to efficiency increases and lower maintenance costs, alongside improved occupant comfort. Table 3. City Hall Equipment List r � r rr r Make Model No. Serial No. Carrier 30HWBG40 781897 Chiller 40 Ton 1998 Air Handler Unit 10 HP 2000 AirDyne RMG-45 1258 Cooling Tower 40 Ton 1999 RSD RSD 040 9887 Packaged Unit 10 Ton 2000 Carrier 48HCDD12 2512G50229 180,000 1410 BTU/Hr Figure 8. City Hall Equipment The existing pneumatic air handling unit (AHU) will be upgraded to direct digital control (DDC), allowing for improved function and elimination of the existing air compressor. Unlike pneumatic systems that rely on compressed air to control HVAC equipment, DDC systems use digital microcontrollers for precise and reliable control. This upgrade offers several advantages, including enhanced energy efficiency, reduced maintenance costs, and the ability to remotely monitor and adjust system parameters. Additionally, DDC systems provide better occupant comfort through more accurate temperature and humidity control, and they enable early fault detection, which can prevent costly downtime. City of Rosemead, California Comprehensive Ci"de Energy Program Evaluation Criteria 36 AMERESCO4 Figure 9 Existing Pneumatic Controls at City Hall PnT!' �urnallc ......... � can - - _ a - - Figure 10 Conversion of Pneumatic Controls to DDC Garvey Community Center Existing Conditions Garvey Community Center has twelve (12) heat pumps and four rooftop package units that are approximately 24 -years old, with local thermostats around the facility and timers. It is probable that a like -for -like replacement option is the best -case scenario for this facility and is the option reflected in the provided pricing, though other options will be investigated to identify the best solution. A variable refrigerant flow (VRF) unit could take the place of the condenser units scattered throughout the roof, reducing the number of units that require maintenance while improving overall building efficiency. Table 4. Garvey Community Center HVAC Equipment List Heat Pump 3 Ton 2001 Carrier 38YCC036 0701E23124 Heat Pump 3 Ton 2001 Carrier 38YCC036 2101E04670 Heat Pump 5 Ton 2001 Carrier 38YCC060 500lE05244 Heat Pump 5 Ton 2001 Carrier 38YCC060 500lE05279 Heat Pump 3 Ton 2002 Carrier 38YCC036 1002E30987 Heat Pump 4 Ton 2001 Carrier 38YCC048 4601E00953 Heat Pump 3 Ton 2002 Carrier 38YCC036 1002E31001 Heat Pump 5 Ton 2001 Carrier 38YCC060 500lE05305 Heat Pump 5 Ton 2001 Carrier 38YCC060 500lE05236 Heat Pump 3 Ton 2001 Carrier 38YCC036 2101E04678 Heat Pump 3 Ton 2002 Carrier 38YCC036 1002E30978 Heat Pump 3 Ton 2002 Carrier 38YCC036 1002E30992 Packaged Unit 12.5 224,000 180,000 Ton BTU/Hr 2001 Carrier 48TFD014 2401634115 Packaged Unit 275,000 222,0750 BTon 2001 Carrier 48HJD025 4501F22352 Packaged Unit 1.5 Ton 1 2002 Carrier 48GSH0180 0802(330512 City of Rosemead, California Evaluation Criteria 37 Comprehensive Citywide Energy Program AMERESCO4 Table 4. Garvey Community Center HVAC Equipment List Figure 11 Garvey Community Center RTU and Heat Pumps Rosemead Community Recreation Center Existing Conditions The Rosemead Community Recreation Center has nine (9) rooftop packaged units that are approximately 14 -years old and are close to their end of life, with local thermostats around the facility and timers controlling operating hours of the units. It is probable that a like -for -like replacement option is the best -case scenario for this facility and is the option reflected in the provided pricing, though other options will be investigated to identify the best solution. Tahip 5. Rnsemead Community Recreational Center HVAC Equipment List Packaged Unit 40,0011 32,600 BTU/Hr Ton 2012 Carrier BTU/Hr 48HCDD08 1712610133 125,000 103,000 Packaged Unit 3 Ton 2002 Carrier 48GSN0360 1202631004 60000 48,000 BTU/Hr Figure 11 Garvey Community Center RTU and Heat Pumps Rosemead Community Recreation Center Existing Conditions The Rosemead Community Recreation Center has nine (9) rooftop packaged units that are approximately 14 -years old and are close to their end of life, with local thermostats around the facility and timers controlling operating hours of the units. It is probable that a like -for -like replacement option is the best -case scenario for this facility and is the option reflected in the provided pricing, though other options will be investigated to identify the best solution. Tahip 5. Rnsemead Community Recreational Center HVAC Equipment List Packaged Unit 7.5 Ton 2012 Carrier BTU/Hr 48HCDD08 1712610133 125,000 103,000 Packaged Unit 4 Ton 2012 Carrier 48HCLA05 1612080412 60,000 50,000 BTU/Hr Packaged Unit 4 Ton 2012 Carrier 48HCLA05 1612080411 60,000 50,000 BTU/Hr Packaged Unit 10 Ton 2012 Carrier 48HCDD12 1712G10183 180,000 148,000 BTU/Hr Packaged Unit 7.5 Ton 2012 Carrier 48HCDD08 1712610134 125,000 103,000 BTU/Hr Packaged Unit 10 Ton 2012 Carrier 48HCDD12 1712G10184 180,000 148,000 BTU/Hr Packaged Unit 5 Ton 2012 Carrier 48HCL06 1612080422 60,000 50,000 BTU/Hr Packaged Unit 5 Ton 2012 Carrier 48HCL06 1612080421 60,000 50,000 BTU/Hr Packaged Unit 15 Ton 2012 Carrier 48HCDD17 2912U32338 220,000 178,000 i B City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 38 AMERESCO4 Jti Figure 12 Rosemead Community Recreational Center RTUs Garvey Park Existing Conditions This facility has three (3) rooftop package units that are approximately 26 -years old, with local thermostats around the facility. It is probable a like -for -like replacement option is the best -case scenario for this facility and is the option reflected in the provided pricing, though other options will be investigated to identify the best solution. Tahla s- Garvev Park HVAC Eauioment List Figure 13 Garvey Park RTU's Rosemead Park Playschool Existing Conditions This facility is a small single -story building in the middle of Encinita Elementary School and the Rosemead Park Playground. Activities around arts and crafts, music stories, numbers, shapes, and the alphabet are being held here for young children. Ameresco was not able to accurately obtain information on the existing conditions of this facility. Due to this, we have not proposed any cost and savings estimates for this facility to avoid inaccuracies. Lighting and HVAC retrofits are a likely opportunity, but the accurate potential will be assessed during the IGA and priced and modeled accurately at that time. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 39 Packaged Unit 2.5 Ton 1998 Carrier 48SX-030 4798611343 40,000 32,400 BTU/Hr Packaged Unit 1.5 Ton 1999 Carrier 8GS-018 1099610331 40,000 32,600 BTU/Hr Packaged Unit 8.5 Ton 1999 Carrier 48HJD009 1199630366 125,000 102,500 1 BTU/Hr Figure 13 Garvey Park RTU's Rosemead Park Playschool Existing Conditions This facility is a small single -story building in the middle of Encinita Elementary School and the Rosemead Park Playground. Activities around arts and crafts, music stories, numbers, shapes, and the alphabet are being held here for young children. Ameresco was not able to accurately obtain information on the existing conditions of this facility. Due to this, we have not proposed any cost and savings estimates for this facility to avoid inaccuracies. Lighting and HVAC retrofits are a likely opportunity, but the accurate potential will be assessed during the IGA and priced and modeled accurately at that time. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 39 AMERESCO4 Figure 14 Rosemead Park Playschool LED Lighting Existing Conditions - All Facilities, Rosemead Park, Garvey Park After reviewing the City's Capital Improvement Project, we learned that several programs were identified to address the lighting facility of the City. Below are a few of these items that we have assessed and will further be studied and evaluated. Building Interior/Exterior Second to HVAC, lighting consumes energy at the next highest level — at around 10% to 15% of total consumption in buildings. Although most of the interior and building exterior lamps are already upgraded to LED technologies, a few more CFL units were seen left inside and outside office buildings, recreational centers and park offices and its restrooms. Lighting consumption can further be reduced by applying the appropriate controls to turn the units off when not in use. City of Rosemead, California Evaluation Criteria 40 Comprehensive Citywide Energy Program AMERESCO4 Figure 15 Rosemead Community Recreation Center Exterior Lighting Figure 16 Pool Restroom Lighting Figure 17 Garvey Community Center Restroom City of Rosemead, California Evaluation Criteria 1 41 Comprehensive Citywide Energy Program AMERESCO<4 Rosemead Park and Garvey Park Going around the parks, it was observed that lamps used at the tennis courts, baseball and football fields are still the high wattage and inefficient metal halide. Replacing these units with LED lamps or fixtures can significantly reduce electricity consumption and costs since these lights are being used during times of peak rates. Please see Figure 22 below from SCE bill showing the Time of Use rates applicable to exterior lighting. Garvey Park Tennis/Pickle Ball Court iV J Y.. 1 O&M MIL An0 a MW J!. aft Figure 18 Garvey Park Tennis/Pickle Ball Court Proposed Lighting Retrofit City of Rosemead, California Evaluation Criteria 42 Comprehensive Citywide Energy Program AMERESCO40 Garvey Park Baseball Field Garvey Park Field Figure 19 Garvey Park Baseball Field Figure 20 Garvey Park Open Field City of Rosemead, California Comprehensive Citywide Energy Program 7. Evaluation Criteria 1 43 AMERESCO4 Figure 21 Garvey Park Lighting Retrofit Your cost varies by time of day OWinter cost perlods (Oc101-May 31) Wxkdays WeeksMs 6 Itolldays 4pm-9p, Off peak 12am -8am 12am-Sam go. -12am Spin -12. Supwofl peak 8am-4pm Bum-4pm ON Usage ®Avg. cost kwh Md peak x $0.20286 Off peak M x $0.13416 Supef off peak x $6.09654 Your cost varies by time of day JO Summer cost perlods(Jun 01 -Sep 30) Workdays Weekaks B aolMsys Mdpeak sure -Spm OO peak 12am-4pm 12am-4pm 9pm - 12am 9pm - 12am /T Usage Wyk ® Avg. cost x Meklpsake""r . $0.33176 orpmk • $0.20266 Figure 22 Southern California Edison Peak and Off -Peak Time and Rate Rosemead Park Walkway Lighting The City's largest park, Rosemead Park and Aquatic Center, includes a 1/2 -mile trail. This park walkway provides pathway lighting fixtures for walkers to use after sunset. The pathway lighting includes more than 50 units. We propose to replace the existing lamps with LED equivalent. Figure 23 Rosemead Park Walkway City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 44 AMERESCO40 LED Traffic Signals — Citywide Ameresco drove through the City to identify the presence of non -LED traffic signals. Most of the existing traffic signal lamps have already been converted to LED, though there was one instance where a non -LED traffic signal is present (Mission Dr. and Encinita). To further validate our findings, Ameresco contacted a representative from Republic Electric, the company who maintains the City's traffic signals. They stated that all lamps have already been converted to LED. Though this contradicts our finding of one non -LED traffic signal, we believe that most traffic signals have already been upgraded, thus a very small opportunity exists for conversion. A sampling of the City's traffic signal lights (included below) show that a number of the 42 intersections already employ the more efficient LED bulbs. Ameresco has not proposed costs and savings for this measure due to the unknown quantity of existing non -LED fixtures remaining but will identify savings and costs during the IGA. City of Rosemead, California Evaluation Criteria 45 Comprehensive Citywide Energy Program AMERESCO4 cuy or Ro9amn9a "."I sg,ul lnvenwry Summary spM l ra.l ImY.,.slrenxurR YmNA94We RNn 99WWw �We_.rs• _ npa4 eR.m sNl a.=RX - — c� Figure 25 Rosemead Traffic Signal Inventory Summary Sheet City of Rosemead, California Comprehensive Citywide Energy Program Rosemead City Traffic Signal Evaluation Criteria 146 1YNAVp,Y(!.i Y <3 ^JIH •4. ISM Y S ( AR Y VNAVFNII ' Dfy W. A E\tE .J' Ism n.�R6�F19- G Ai S_LIAAL'eRtR=� _ Ii63 A'i ]JI] F Y4 \` Y 5 Y S C0.'R� R ACNE CLAR YY s W L VWfibl _ A ATYAiN NF _ ]YA- V'F 6 E CURV Gt A]L41YiYCpIYYN?f 4[] a AV 'V] YEF Moo M'E9b SE, SE,a 5" Y s 4MWYA - r nv a +'1__ ws FOIE>P1VY p C AT J°f1Ri AVfILF YES YE4 LACVR ._ _ +[ 69RVNA 4Y 9B.tiADHA(FIRIVLR AVEXYE -rvl] Y-9 3 1' G•1YEYAVN:E•13VIO.NRLL BdAEVMN _ _ YF6 'E6 to •5Y _, . 1] GA A ATW MIIWOY6 ' IXA Ar x • SW AVEMI 1� 3 YE r3 OAIt_ Se!MV 99x.� gwrY.-u 14 XA A J•CR6 AV[' 11 „ 1_. W _ AA YES a _C S 1 W6lW Y _L�r1Y g 1] LXbSrCX DPVF •l WA' �tVENF V:b L• O•. _fy'A_R_Y ie 45X)Y Dzw x. x ._wil. Y S= - WP MYE VEV YES -ES Y6Z _ VE4 U[OtR CL gL NQSEL3WL6VAINLAIXLWOERNA\'61R,fET WN_ b YESS YES L1C61R - 1j' [jjYX0.lNARn - TY. YlOni _ 149] — s 1'EYESUC6x s .Y 6OD =VM Al lAA-S + LKOIE CLAXV a y •1 iA eYEE _ APr A Vlll d =VARJ Ai rVA9 AVFIAIE x v ! L _ 11 — E C0.e RY H Vfl B YAVON NRSIdIW VEI WG XdIMI AV9IDE ]]04 WE Y6S 1EYES CLMY »It MY b i3CO_AE� fl RX y -•n AVEUE .. Y•S M J1C5 If RVr•I�Q.�TWf1..WiCXOVE RI YE' N Idl • IWLiWEE AT =LMC W 1 FlldbiR�= YES _ NQ41 H J]rW NIOX Al UA V +S 5 __ _ ____ IIII WO •\ •TX TOTI 1991 3f W.ftl 1 - YE5 IYTIH ... - . WXIi S-Rffi •T Ala K_R IS SOJAI �MOPY4 SW OA9R{L9W.FVn901 WIp6Yl_ LNIC 1 YE6 {AR q W0.A3116ROh Ptl= kAJ�I WAIY— X� MK ES Pari_ Y 11MM411W Figure 25 Rosemead Traffic Signal Inventory Summary Sheet City of Rosemead, California Comprehensive Citywide Energy Program Rosemead City Traffic Signal Evaluation Criteria 146 AMERESCO40 Pool Control Systems Rosemead Park Aquatic Center - Existing Conditions Ameresco identified that the City has already installed a Smart Pump Control System, making the pool control system itself efficient. Given this, Ameresco is not proposing any controls improvements at this time. For heating, the boiler utilizes a non -condensing boiler which appears to still be in good condition. `SI'CS Figure 27. Existing Solar circulating pump and Smart Pump Control System C7 Ameresco noticed an existing solar pool heating system (about 13 years of age) that does not seem to be operating. Solar pool heating is an excellent opportunity to utilize the sun's energy. Upgrading to a newer solar pool heating system will help save on energy costs and reduce the reliance on natural gas. Ameresco has provided pricing and savings for this improvement, included in the Pricing Section. Current solar pool heating systems use evacuated tube collectors to heat the pool. These systems operate well regardless of outdoor temperature or even during low insolation periods such as cloudy days or during the early morning or late evening hours. The systems are closed loop and require approximately ten times less pumping energy than a traditional system, significantly reducing the cost of the system and reducing CO2 emissions from natural gas heating and electricity. Figure 28. Existing Solar Pool Heating System City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 47 AMERESCO4 If solar pool heating is not desired, the existing seating area shade structures could be repurposed for solar photovoltaic (PV) panels to offset the electricity consumption. Both options will be investigated and compared. The solar circulating pump appears to be leaking and in bad condition, repairs will be recommended to save on water usage. Garvey Park Splash Zone — Existing Conditions At Splash Zone, the pool system was found to be in excellent condition. Regular maintenance and timely upgrades have ensured the longevity and efficiency of the system. The water quality was consistently maintained, and the filtration system was operating optimally. All pumps were already equipped with Variable Frequency Drives (VFDs) which help in optimizing energy usage by adjusting the motor speed to match the required load. The current boiler system is adequate for the pool's heating needs, and no immediate replacements or upgrades are necessary. However, upgrading to a higher efficiency boiler would help save energy. Given the current state of the pool system, the potential for additional energy savings is minimal. The existing VFDs on the pumps and the well-maintained boilers already contribute significantly to energy efficiency. Ameresco has not proposed controls improvements at this time, but opportunities will be uncovered during the IGA phase. Figure 30. Existing Pump Condition City of Rosemead, California Evaluation Criteria 1 48 Comprehensive Citywide Energy Program AMERESCO4 Solar PV Canopies — Rosemead Park, Garvey Park This renewable energy measure would install new carport canopy solar photovoltaic (PV) systems at Garvey and Rosemead parking lots. This measure would provide onsite renewable energy to serve the loads and offset the amount of electricity purchased from the grid. An indirect benefit of this measure is the shade provided for the vehicles that park under the canopy, helping to keep the vehicles cooler, especially during the summer months. Numerous financing methods exist to provide additional benefit for the City. Ameresco can present ownership options to assist with the selection of the best option to meet the City's needs. Figure 31. Proposed 72 kW Solar PV Carport System at Rosemead Park City of Rosemead, California Evaluation Criteria 49 Comprehensive Citywide Energy Program O?- r ® M -3l on am I0i1:::) AMERESCO4 Figure 32. Proposed 72 kW Solar PV Carport System at Garvey Park City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 150 AMERESCO40 Phase 1 Project Cost Breakdown Below is a summary of the improvements identified for the Phase 1 project. Table 7. Phase 1 Energy Conservation and Carbon Reduction Measure Matrix HVAC and Building Building Automation Controls x x x x x Cooling Tower Replacement x Chiller Replacement x Replace Package and Split Type Units x x x x x Lighting Field/Sports Lighting x x Tennis Court Lighting x Park Walkway Lighting x Pool Control Solar Hot Water Pool Heatinq x Solar PV Solar PV Carports x x Table B. Phase 1 Energy Conservation and Carbon Reduction Measure Cost and Savings City of Rosemead, California Evaluation Criteria 51 Comprehensive Citywide Energy Program Energy O&M Energy Energy Conservation Measures (ECMs) Costs Savings Savings savings Annual Savings PaybackECM City Hall $530,967 16,924 31 $8,534 $14,927 36 Garvey Community $614,775 43,180 213 $9,881 $24,812 25 Center Rosemead Park TBD TBD TBD TBD TBD TBD Playschool HVAC a, Building Automation Rosemead Community $390,938 14,987 189 $6,283 $13,230 30 Controls Recreation Center Garvey Park Clubhouse / $128,728 6,817 164 $2,072 $5,726 22 Recreation Office All Facilities N/A N/A N/A N/A N/A N/A LED Lighting Rosemead Park $1,584,133 70,519 N/A N/A $29,688 53 Garvey Park $763,522 30,890 N/A N/A $18,866 40 City of Rosemead, California Evaluation Criteria 51 Comprehensive Citywide Energy Program AMERESCO4 cnncanrefinn and r.nrhnn Reduction Measure Cost and Savings LED Traffic Signals Citywide TBD TBD TBD TBD TBD TBD Rosemead Park $254,380 N/A 10,403 N/A $13,575 19 Pool Control Aquatic Center Systems Garvey Park TBD TBD TBD TBD TBD TBD Splash Zone Rosemead Park $449,203 104,649 N/A N/A $12,575 36 Solar PV Canopies Garvey Park $449,203 106,592 N/A N/A $17,722 25 Total $5,165,849 394,559 11,000 $26,770 $751,121 Preliminary Costs, Energy Savings, Funding Options/Financing Approach The costs and savings for the improvement measures were priced using actual material and labor costs, providing the City of Rosemead with high -confidence estimates. For all measures identified for Phase 1 and 2, Ameresco will work with SoCaIREN, CEC, and Utility programs to identify rebates, incentives, and no/low-cost financing options. Please reference the Financing Capability section for a list of opportunities and financing options. We will also deploy our Grant Proposal Team to identify and apply for available or custom grant funding opportunities to help pay for or partially fund these improvements. Outside of the financing, funding, and other opportunities, we can offer alternative financing solutions for some or all of the proposed measures including but not limited to: Power Purchase Agreement (PPA), Energy as a Service (EaaS), Tax Exempt Lease Purchase (TELP), and others. HVAC & Building Automation Controls Ameresco conducted engineering calculations utilizing typical weather data to align the metered data with average weather conditions. This process involved using existing equipment SEER, EER, and COP values, applying EER degradation calculations, and comparing these with new equipment SEER values to ascertain post -retrofit electrical usage. Pricing was developed using a quotation for replacing the identified systems, giving the City highly reliable cost estimates. LED Lighting Computation of savings from lighting system retrofit were computed by calculating the difference in the wattage of the previous technology versus new, multiplied by the number of hours the system is being used. Ameresco developed the pricing for this measure by requesting and utilizing an actual quotation for the proposed improvements. Again, providing the City with costs that are of a high level of confidence. LED Traffic Signals Per our discussion of existing conditions earlier, our in-person findings show that most of the traffic signals have been converted to LED. Only one instance of a non -LED traffic signal was identified. Due to the unknown quantity of non -LED traffic signals, Ameresco has not included costs or savings for this City of Rosemead, California Evaluation Criteria 1 52 Comprehensive Citywide Energy Program AMERESCO4 measure. During the IGA, Ameresco will perform a detailed audit of all existing traffic signals and identify opportunities to convert any non -LED signals to LED. A Project Data sheet was found that details the needs for the Traffic Signal Controllers. Ameresco can implement this scope along with the larger project, if desired. Pool Control Systems Ameresco estimated savings calculations given existing boiler information, square footage of the pool and location for the Solar Hot Water pool system. Since existing controls were in place, no additional controls were deemed necessary at this time and have not been priced. We did not receive bills for natural gas usage to determine usage so average $/therm and boiler nameplate information were used to calculate savings. Solar PV Canopies Ameresco performed engineering calculations using Helioscope and Energy Toolbase modeling software to simulate the solar PV system production and model the energy and costs savings, taking into account historic usage and weather data, system performance, and electric Time of Use (TOU) profile. Costs were developed using internal pricing estimating tools and accurate product pricing, providing a high level of confidence. City of Rosemead, California Evaluation Criteria 1 53 Comprehensive Citywide Energy Program AMERESCO4 Phase 1 Project City Hall Table 9. City Hall ECM Cost and Savings *Interior LED lighting retrofit has alreaay Deen perrormea at erns racnny. Garvey Community Center Table 10. Garvev Communitv Center ECM Cost and Savings Payback (years) Energy Conservation ECM Costs ($) Energy Savings (kWh) Energy Savings 0&M Savings ($) Total Annual Savings (5) Measure Energy Savings (kWh) Energy Savings I (therms) Total Annual Savings ($) Payback (years) Measure HVAC & Building $530,967 16,924 31 $8,534 $14,927 36 Automation 43,180 213 $9,881 $24,812 25 Controls Controls Automation TBD TO TBD TBD *Interior LED lighting retrofit has alreaay Deen perrormea at erns racnny. Garvey Community Center Table 10. Garvev Communitv Center ECM Cost and Savings *Interior LED Lighting retrofit has already been performed at this tacnity. Rosemead Park Playschool Table 11. Rosemead Park Playschool ECM Cost and Savings Rosemead Park Playschool Garvey Community Energy Energy Conservation ECM Costs ($) Energy Savings (kWh) Energy Savings I 0&M Savings (5) Total Annual Savings ($) Payback (years) Measure Savings ($) (therms) Measure $390,938 14,987 189 HVAC & Building Automation $614,775 43,180 213 $9,881 $24,812 25 Controls Automation TBD TO TBD *Interior LED Lighting retrofit has already been performed at this tacnity. Rosemead Park Playschool Table 11. Rosemead Park Playschool ECM Cost and Savings *Ameresco was notable to visit this facility; nowever, from me sateuae view, one ruin wp Ulul was UUsei vcu anu over 10 years old. During the IGA phase, Ameresco can conduct a further review of the facility Rosemead Community Recreation Center Table 12. Rosemead Community Recreation Center ECM Cost and Savings Rosemead Park Playschool Recreation Center Energy ECM Costs IS) Energy Energy 0&M Savings Total Annual Payback Conservation Savings (kWh) Savings ($) Savings (5) (years) Measure $390,938 14,987 189 (therms) $13,230 30 HVAC & Building Automation TBD TO TBD TBD TBD TBD Controls* LED Interior TBD TBD TBD TBD TBD TBD Li hfin *Ameresco was notable to visit this facility; nowever, from me sateuae view, one ruin wp Ulul was UUsei vcu anu over 10 years old. During the IGA phase, Ameresco can conduct a further review of the facility Rosemead Community Recreation Center Table 12. Rosemead Community Recreation Center ECM Cost and Savings *Interior LED lighting retrofit has already been performed at this facility. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 54 Rosemead Community Recreation Center Energy Conservation ECM Costs ($) Energy Savings (kWh) Energy Savings 0&M savings (5) Total Annual Savings($) Payback (years) Measure (therms) HVAC & Building Automation $390,938 14,987 189 $6,283 $13,230 30 Controls *Interior LED lighting retrofit has already been performed at this facility. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 54 AMERESCOc Garvey Park Clubhouse / Recreation Office Table 13. Garvey Park Clubhouse / Recreation Office ECM Cost and Savings *Interior LED lighting retrofit has already been performed at this facility. Rosemead Park and Rosemead Park Aquatic Center Table 14. Rosemead Park/Aquatic Center ECM Cost and Savings Garvey Park ' Office Rosemead Park/Aquatic Energy ECM Costs ($) Energy Energy Conservation Savings (kWh) Savings 0&M Savings ($) Total Annual Savings (E) Payback (years) Measure (therms) ECM Costs (E) Energy Savings (kWh) Energy Savings (therms) RVAG & Building $128,726 6,817 164 $2,072 $5,726 22 Automation N/A $29,688 53 Pool Control Controls N/A 10,403 N/A $13,575 *Interior LED lighting retrofit has already been performed at this facility. Rosemead Park and Rosemead Park Aquatic Center Table 14. Rosemead Park/Aquatic Center ECM Cost and Savings *Ameresco identified that the existing pool system already has a Smart Pump Control System (SPCS). solar not Water Healing has been proposed and priced here. Garvey Park and Garvey Park Splash Zone Table 15. Garvey Park/Splash Zone ECM Cost and Savings Rosemead Park/Aquatic Center Zone Energy Conservation Measure ECM Costs (E) Energy Savings (kWh) Energy Savings (therms) 0&M Savings (E) Total Annual Payback Savings (E) (years) LED Lighting $1,584,133 70,519 N/A N/A $29,688 53 Pool Control $254,380 N/A 10,403 N/A $13,575 19 Systems* 40 Pool Control TBD TBD TBD TBD Solar PV $449,203 104,649 WA N/A $12,575 36 Canopies Solar PV $449,203 106,592 N/A N/A *Ameresco identified that the existing pool system already has a Smart Pump Control System (SPCS). solar not Water Healing has been proposed and priced here. Garvey Park and Garvey Park Splash Zone Table 15. Garvey Park/Splash Zone ECM Cost and Savings *Ameresco identified that the existing pool has VFDs already installed at this tacdny. runner tCms were not ioenoneu at uns moment. Citywide Table 16. City Wide LED Traffic Signal Cost and Savings City Wide Garvey Park/Splash Zone Energy Conservation Energy Conservation ECM Costs($) Energy Savings Energy Savings 0&M Savings ($) Total Annual Savings ($) Pay ac (years) Measure (kWh) (therms) LED Traffic TBD TBD LED Lighting $763,522 30,890 N/A N/A $18,866 40 Pool Control TBD TBD TBD TBD TBD TBD Systems* Solar PV $449,203 106,592 N/A N/A $17,722 25 Canopies *Ameresco identified that the existing pool has VFDs already installed at this tacdny. runner tCms were not ioenoneu at uns moment. Citywide Table 16. City Wide LED Traffic Signal Cost and Savings *Ameresco was not able to identify how many traffic signals lights still neeo to oe retronneo at tnts time. uwmg me iuN Pndac, Ameresco can make the necessary evaluation and come up with the potential savings and cost of the LED conversion for this measure. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 55 City Wide Energy Conservation ECM Costs ($) Energy Savings (kWh) Energy Savings 0&M Savings (S) Total Annual Savings ($) Payback (years) Measure therms LED Traffic TBD TBD TBD TBD TBD TBD Signals* *Ameresco was not able to identify how many traffic signals lights still neeo to oe retronneo at tnts time. uwmg me iuN Pndac, Ameresco can make the necessary evaluation and come up with the potential savings and cost of the LED conversion for this measure. City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 55 AMERESCO4 Phase 2 Project Priorities Description of Measures, Existing Conditions, Proposed Improvements Approach to Addressing the City's Priorities for Phase 2 The new ECMs and locations identified in Phase 2 Project Priorities will allow Ameresco an opportunity to further investigate potential savings for the City. Some of the measures proposed can be priced and developed by Ameresco at this time, but others will require a further investigation during the IGA phase. As in Phase 1, Ameresco will conduct a bill and interval data analysis, gather relevant data from maintenance personnel and perform a detailed audit of the facilities. Results of the study will then be presented including equipment and material pricing and projected savings using modeling and simulation tools. HVAC & Building Automation Controls - River Yard Ameresco did not have the opportunity to visit this facility. According to the City's Capital Improvement Program, this site is expected to go through a major roof replacement. Therefore, at this time, it is difficult to assess the condition of the equipment. During the IGA we can look at the facility and properly select higher -efficiency equipment to be installed along with the new roof. prolact TNM Ne. Roof Replacement at Public Works Office & Warehouse Building 31031 Category- rACI11TIFS Roqumtmg Dept PARKS& RICRFATION Project Description Justification The project scope includes the replacement of existing metal roof at the Public Works office & warehouse building. The existing metal roof at the Public Works Office & Warehouse Building has never been replaced since the City purchased the propel ty 20 years ago . Leaks have occurred over the years and the existing metal roof are brittle and starting to fall apart. The condition of the roof Is not sale to get on to make necessary repalrs, Location I Visual I Ir a ]I a •e V ' ■ Figure 33. Public Works Office & Warehouse Building Roof Replacement CIP City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 56 AMERESCO4 LED Lighting - Citywide Parks The City of Rosemead has numerous neighborhood parks for its constituents to use, namely: Sally Tanner Park, Guess Park, Klingerman Park, Zapopan Park and Jay Imperial Park. Ameresco did not generate pricing and savings as part of this proposal; however, we realize a few of these parks can benefit from an upgrade to LED lighting. During the IGA, these parks will be audited in detail and energy saving opportunities like park lighting retrofit and water conservation measures for the restrooms will be identified and quantified. Sally Tanner Park Figure 34. Sally Tanner Park Guess Park Figure 35. Guess Park City of Rosemead, California Comprehensive Cityvnde Energy Program Evaluation Criteria 1 57 AMERESCO40 Klingerman Park Figure 36. Klingerman Park Zapopan Park zw Figure 37. Zapopan Park City of Rosemead, California Evaluation Criteria 1 58 Comprehensive Citywide Energy Program AMERESCO4 Jay Imperial Park Figure 38. Jay Imperial Park Solar PV Canopies This renewable energy measure would install a new carport canopy solar photovoltaic (PV) system at the parking lot between City Hall and the Community Center. This measure would provide onsite renewable energy to serve the building loads and offset the amount of electricity purchased from the grid. Sizing of the capacity of the solar carport will depend on the annual energy consumption of the two buildings. Excess energy output of the system can be exported to the grid and will be compensated based on the rate followed by the electric utility. This setup will enable each building to independently manage its energy needs while contributing to the overall reduction of grid dependency. An indirect benefit of this measure is the shade provided for the vehicles that park under the canopy, helping to keep the vehicles cooler, especially during the summer months. The solar PV carport systems proposed at the City Hall and Rosemead Community Recreational Center could offset 98 percent of the facilities' electricity usage. Numerous financing methods exist to provide additional benefit for the City. Ameresco can present ownership options to assist with the selection of the best option to meet the City's needs. City of Rosemead, California Evaluation Criteria 59 Comprehensive Citywide Energy Program w7wr"Ar IL NSP AMERESCO4 Figure 39. Proposed Solar PV Carport Systems for City Hall and Rosemead Community Recreational Center City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria ! 60 Phase 2 Project Cost Breakdown Below is a summary of the improvements identified for the Phase 2 project. Table 17. Phase 2 Enerav Conservation and Carbon Reduction Measure Matrix TBD and SulitTvoe Units Field/Sports Lighting TBD Park Walkway Lighting TBD Indoor/Outdoor Lighting from CFL to LED TBD Lighting with Photosensor TBD Solar PV Solar PV Caroorts I x I x I Ph1 Table 18. Phase 2 Energy Conservation and Carbon Reduction Measure Cost and HVAC 8 Building Automation River Yard Controls TBD TBD TBD LED Lighting Citywide Parks TBD TBD TBD Rosemead Park Solar PV Canopies 164,983 N/A Garvey Park Total City of Rosemead, California Comprehensive Citywide Energy Program AMERESCO4 TBD TO TBD TBD TBD TBD TBD TBD TBD TBD TBD TO $929,203 164,983 N/A N/A $17,350 54 $608,831 108,632 N/A N/A $13,267 46 $1,538,034 273,615 0 $0 $30,617 Evaluation Criteria 1 61 AMERESCO4 Preliminary Costs, Energy Savings, Funding Options/Financing Approach The costs and savings for the improvement measures were priced using actual material and labor costs, providing the City of Rosemead with high confidence estimates. As discussed previously, Ameresco will work with SoCaIREN, CEC, and Utility programs to identify rebates, incentives, no/low-cost financing options. We will also deploy our Grant Proposal Team to identify and apply for available or custom grant funding opportunities to help pay for or partially fund these improvements. Outside of the financing, funding, and other opportunities, we can offer alternative financing solutions for some or all of the proposed measures, including but not limited to: Power Purchase Agreement (PPA), Energy as a Service (EBBS), Tax Exempt Lease Purchase (TELP), and others. River Yard Table 19. River Yard ECM Cost and *Outdoor lighting does not appear to be LED, further evaluation of the interior would be required to provide an ECM cost and savings. **Based on the satellite image, HVAC appears to be old and should need to be replaced. During the IGA Ameresco can provide a cost and savings to this measure. Citywide Parks Table 20. Citywide Parks ECM Cost and Savings ECM Costs Energy Energy 0&M Total Payback Energy Conservation Measure ($) Savings Savings Savings ($) Annual (Years) (kWh) (therms) (kWh) (therms) LED Lighting* Savings ($) TBD HVAC & Building Automation TBD TBD TBD TBD TBD TBD Controls** LED Lighting* TBD TBD TBD I TBD I TBD TBD *Outdoor lighting does not appear to be LED, further evaluation of the interior would be required to provide an ECM cost and savings. **Based on the satellite image, HVAC appears to be old and should need to be replaced. During the IGA Ameresco can provide a cost and savings to this measure. Citywide Parks Table 20. Citywide Parks ECM Cost and Savings *Not all the parks were visited during the initial site walk. Ameresco has previously included costs and savings values for exterior lighting replacements at Rosemead and Garvey parks in the Phase 1 project section of this proposal. The remaining parks will be audited during the IGA and ECM cost and savings will be provided at that time based on opportunity. Rosemead Community Recreation Center Table 21. Rosemead Community Recreation Center ECM Cost and ECM Costs. Energy Energy 08M Total Payback Energy Conservation Measure ($) Savings Savings Savings ($) Annual (Years) Savings Payback (years) (kWh) (therms) (kWh) Savings ($) LED Lighting* TBD TBD TBD TBD TBD I TBD *Not all the parks were visited during the initial site walk. Ameresco has previously included costs and savings values for exterior lighting replacements at Rosemead and Garvey parks in the Phase 1 project section of this proposal. The remaining parks will be audited during the IGA and ECM cost and savings will be provided at that time based on opportunity. Rosemead Community Recreation Center Table 21. Rosemead Community Recreation Center ECM Cost and *Interval data for this site was not provided. Interval data from Garvey Community Center was used for the analysis City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 62 ECM Energy Energy 0&M Total Annual Energy Conservation Measure Costs ($) Savings Savings Savings Savings Payback (years) (kWh) (therms) ($) $ Solar PV Canooies* $929,203 1 164,983 N/A N/A $17,350 54 *Interval data for this site was not provided. Interval data from Garvey Community Center was used for the analysis City of Rosemead, California Comprehensive Citywide Energy Program Evaluation Criteria 1 62 AMERESCO4 City Hall Table 22. City Hall ECM Cost and Savings City Hall Energy Conservation Measure ECM Costs (E) Savings (kWh) Savi gs (therms) 0&M Savings (E) Annual Savings (E) Payback (years) Solar PV Canopies $608,831 108,632 N/A N/A $13,267 46 City of Rosemead, California Evaluation Criteria 63 Comprehensive Citywide Energy Program pomasai s1g6u py aoige ; Jewapeil pue µialed s aq) ui paJais OW aie „ algeuiejsnS veals vaalg„ aug6el all pue logLuAs qio agl'o6oI oosaJawy aqJ pue ossaiauiy auI 'o2sa]aWV SZOZ woo-oosojewe wplasouja :3 SK[ Z6£ OLS:i anl}noox3 aun000y jowas WN asaua3 13e}uoO 10 lulOd AIEWIad peawaso�l 10 43 SVZ06 VO `opun6as 13 000Z aps ReMg6lH Iseoo 04loed PON ZZZ 'Out '00SE)Jewv