RRA – Item 3 – Approval of Request for Qualifications for Energy Retrofit and Specifications and Notice of Inviting BIDS for Ceiling Tile Replacement t r
R R A ROSEMEAD REDEVELOPMENT AGENCY
8838 VALLEY BLVD.,ROSEMEAD,CA 91770•(818)288-6671*Teecopier 8183079218
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TO: HONORABLE CHAIRMAN
AND MEMBERS
ROSEMEAD REDEVELOPMENT AGENCY
FROM: FRANK G. TRIPEPI, EXECUTIVE DIRECTOR
DATE: DECEMBER 1, 1997
RE: APPROVAL OF REQUEST FOR QUALIFICATIONS FOR ENERGY
RETROFIT AND SPECIFICATIONS AND NOTICE INVITING BIDS FOR
CEILING TILE REPLACEMENT
The 1997-98 Redevelopment Agency Budget includes funds for the renovation of City Hall.
Attached for your consideration is a Request for Qualifications for Energy Management Services
..,,� hich includes new mechanical equipment and lighting fixture retrofit and Notice Inviting Bids for
cel m ment.
The following is a proposed scope of work in the order theyiletettbaoppilsIg44. .
Remove existing ceiling tile.
Allow Energy Services.company to clean all ductwork and mechanical registers.
Begin and complete lighting retrofit.
Make necessary repairs to suspended ceiling grid to bring into compliance with current
seismic standards.
Continue to remove and install new mechanical equipment in basement area while the
above is taking place.
Install new ceiling tile throughout City Hall.
The second phase of the renovation includes removal of existing wallpaper, removal and
relocation of the interior wall between the Planning and Building Departments, painting of various
walls and respraying of acoustical tile in the Council Chambers. These items will be brought to
you at a future date.
RECOMMENDATION
It is recommended that the Rosemead Redevelopment Agency approve the attached Request for
Qualifications for Energy Retrofit and Specifications and Notice Inviting Bids for ceiling tile
replacement.
FGT:js AGENCY AGENDA
Attachment DEC ' 91997
ITEM No. 3 •
City Hall Energy Retrofit
April 6, 1998
page two
Attached are copies of the two proposals.
RECOMMENDATION
It is recommended that the Rosemead Redevelopment Agency approve the attached proposal
from Honeywell, Inc.
rmIeQRQmu 98
MEMORANDUM
TO: DONALD J. WAGNER, ASSISTANT CITY MANAGER
FROM: STEVEN C. BAILEY, DEPUTY BUILDING OFFICI
DATE: NOVEMBER 17, 1997
SUBJECT: CITY HALL ENERGY RETROFIT, CEILING TILE REPLACEMENT,
INTERIOR PAINTING, WALLPAPER REPLACEMENT AND BUILDING
DEPARTMENT REMODEL.
As you have requested I have prepared a Request of Qualifications for the Energy Services retrofit
and a Request for Proposals for the ceiling tile replacement. Once these two projects are underway
I will take the necessary steps to follow through with the balance of the remodel.
The following is an outline and anticipated work schedule in order for the projects to mesh together
and flow as smooth as possible.
• Remove existing ceiling tile
• Allow Energy services company to clean all ductwork and mechanical registers
• Begin and complete lighting retrofit
• Make necessary repairs to suspended ceiling grid to bring into compliance with current
seismic standards
• Continue to remove and install new mechanical equipment in basement area while the above
is taking place
• Install new ceiling tile throughout City Hall
Donald J. Wagner
November 17, 1997
Page 2
• Begin and complete removal of existing wallpaper throughout City Hall
• Remove and relocate wall between the Building and Planning Departments
• Begin painting of interior, which includes ceilings in certain locations
I hope this provides you with a good idea of the project and when the various aspects will take place.
If you should have any questions or require additional information please let me know.
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DECEMBER 1997
REQUEST FOR QUALIFICATIONS
(RFQ)
FOR
ENERGY MANAGEMENT SERVICES
FOR THE
ROSEMEAD REDEVELOPMENT
AGENCY
The intent of this RFQ is to solicit qualifications from
Energy service companies to describe their capability
to identify, design, install and maintain a medium scale
comprehensive energy conversation retrofit project
REQUEST FOR PROPOSAL/QUALIFICATIONS
IMPROVEMENT OF BUILDING ENERGY EFFICIENCIES
DECEMBER 1997
The Rosemead Redevelopment Agency invites your company to submit a proposal for services as
described herein. Proposal should be delivered to the Agency by Proposal
should be marked "Rosemead Redevelopment Agency Energy Retrofit Project" Request for
Qualifications Energy Retrofit Project and addressed to:
Rosemead Redevelopment Agency
City of Rosemead
City Clerks Office
8838 East Valley Boulevard
Rosemead, California 91770
For information contact: Steven C. Bailey , Deputy Building Official
Telephone: (626) 288-6671 or Fax Number: (626) 307-9218
SUMMARY OF REQUEST
The intent of this Request for Qualifications is to identify and select a company specializing in
performance contracting to implement energy efficiency improvements in the City Hall building
owned by the City. The purpose of the project is to improve the City Hall building while reducing
utility costs.
PROPOSAL SUBMISSION
Three (3) copies of the Qualification Response should be submitted to the Agency.
SCOPE OF SERVICES
IMPROVEMENT OF BUILDING EFFICIENCIES
1. SERVICES REQUESTED. The primary task of the successful Energy Services
Company/Performance Contractor is to improve the City Hall Building while reducing energy
consumption and the peak electrical demand of the facility. The Agency seeks improvements to the
City Hall lighting, heating, ventilation and air conditioning systems. The Agency would like to
replace those systems beyond their useful life. Improvements and replacements of the systems will
be paid for by the Agency.
It is expected by the Agency that the following services will be provided by the Energy Services
Company.
a. Comprehensive Energy Analysis. The Energy Services Company will provide a
comprehensive engineering analysis of the City's facility to determine what energy savings potential
exists. All major energy consuming systems in the City Hall facility will be addressed during the
comprehensive energy analysis--i.e., lighting, air conditioning, heating, and ventilating systems etc.
The Energy Services Company will use utility data and equipment inventories provided by the Agency
to facilitate prompt completion of the analysis. The analysis will identify and individually list energy
conservation measures(ECM's)and outline a precise implementation cost and the anticipated energy
savings. The Energy Services Company will indicate which ECM's are recommended. After
reviewing the list of ECM's and considering the Energy Services Company's recommendations, the
Agency will select a combination of ECM's for design and implementation by the Energy Services
Company.
If the Energy Services Company can not provide the Agency a project which will provide improved
efficiency and energy savings, the Agency can choose to end the project at the end of the
comprehensive engineering analysis at no cost to the Agency. If the Energy Services Company
provides the Agency a project which is cost effective and meets its operating requirements, the
Agency will either choose to move forward with the project's design and implementation or pay the
Energy Services Company for the cost of the analysis. The cost of the Comprehensive engineering
analysis will he quoted to the Agency prior to its commencement.
b. Financing. None, the Agency will pay for the cost of the project.
c. Engineering Design. The Energy Services Company should provide a complete design of
the ECM's selected by the Agency. The design must be performed or supervised by a professional
engineer registered in the State of California. The Energy Services Company will secure approvals
from required local, state and federal bodies and will comply with relevant codes and statutes.
d. Implementation. The Energy Services Company should provide a"turn-key" installation
of the ECM's. This will include procurement and construction management. The type and
manufacturer of systems purchased and any subcontractors will be mutually selected by the Agency
and the Energy Services Company.
e. Training. The Energy Services Company will provide training to Agency personnel on
proper operation and maintenance of new and retrofitted equipment and systems. This training
should be provided at regular intervals for the term of the performance contract.
f. Equipment Service. Equipment installed which requires ongoing maintenance to insure
successful and proper operation and achievement of energy savings will be included in the base
project proposal. Maintenance costs must be listed separately, with two cash flows reflecting with
or without maintenance services.
2. ENERGY CONSERVATION MEASURES. It is expected that, as a minimum, the
following ECM's and improvements will be investigated:
(I). electronic programmable time clocks with override capability for use during abnormal hours
(2). remove and replace existing 45 ton water chiller with direct expansion type unit
(3). remove and replace existing air handler chilled water coil with a direct expansion type coil
(4). provide a separate package unit for heating and cooling of the Council Chambers
(5). provide a separate package unit for cooling of the computer room/Finance Department
(6). provide new air dryer, oil filter, and water drain for the pneumatic air control system
(7). repair and modify pneumatic air control system
(8). cleaning of the air distribution system
(9). installation of new condensate pan and associated drain pipes for the air handler
(10). installation of new lighting in the conference room
(11). replacement of incandescent lighting to fluorescent throughout
(12). replacement of existing ballasts to electronic ballasts
(13). replacement of existing lamps to T-8 lamps
(14). installation of optical reflectors in selected areas
(15). installation of motion/occupancy sensors in selected areas
(16). installation of new lighting fixture lenses throughout
(17). domestic hot water system upgrade
The Agency will select those ECM's which are cost effective and meet its operating requirements:
3. PROPOSAL FORMAT AND CONTENT. The following topics must be covered in the
proposal:
a. Management Plan. Describe your company's proposed management approach to
this project. Include information on project management, and scheduling. Describe
your company's capabilities in providing the services required to implement retrofit
projects.
b. Services. Describe the services provided by your company.
c. Personnel. Provide information describing the capabilities and experience of the
people who will be involved in this project. Indicate whether these people are
currently full time employees of your company. Describe the role which each of these
people would play in the management of the project. Provide professional resumes
for the key people.
d. Selection of Manufacturers and Subcontractors. Describe your company's
approach to selecting products and system manufacturers for the project. If
subcontractors are used to provide the system installation, how are they selected?
What role does the Agency play in these selection processes?
e. Verification of Energy savings. Describe the methodology used to verify and
guarantee the energy savings that the Agency will realize. Maintenance savings and
savings from utility rebates will not be considered at this time.
f. Maintenance and operations. Describe the services your company provides to
assure proper maintenance and operation of the systems installed.
h. Experience. Provide information which describes your company's experience with
performing the services described in this RFQ. Provide a list of at least five (5)
project references which have been implemented by your company. Use the
information listed on Attachment"A" to describe each project.
I. Project billing and invoice. Describe your firm's standard billing procedures and
attach a sample project invoice.
ATTACHMENT "A"
PROJECT REFERENCE FORM
Provide information for at least five (5) projects that your firm has completed, or has in progress,
which most closely represents the services requested in this RFQ. Provide the following information:
1. Project title and location
2. Type of contract
3. Nature of firm's responsibility
4. Contract Amount
5. Name, address and phone number of contact person
6. Start date.
7. Current status.
8. Energy conservation opportunities implemented.
4. SELECTION. The Agency will evaluate submitted written qualifications and choose the
most highly qualified Energy Service Company . If necessary, the Agency may invite the
Energy Services Companies to participate in individual oral interviews. The Agency will
evaluate the participants and select the one best suited to the Agency's requirements.
Terms and conditions of an Energy Services Agreement will be negotiated with the successful
Energy Services Company. The terms will be consistent with the terms set forth in the RFQ.
If an agreement can't be reached with the selected Energy Service Company, the Agency will
terminate discussion with that Energy Service Company and commence negotiations with the
next highest qualified Energy Service Company.
After approval by the City Council the successful Energy Service Company will be given a
letter of intent and then may proceed with the comprehensive engineering analysis of the
facility as directed by the Agency. The Energy Service Company will be provided access to
the facility on a schedule convenient to the Agency. The Agency will provide the Energy
Service Company with utility usage data and other reasonably available information as
requested by the Energy Service Company to perform the analysis.
5. OTHER CONDITIONS
a. Proposal cost. Cost for developing proposals and making proposal presentations are
entirely the responsibility of the proposer and shall not be chargeable in any manner
to the Agency.
b. Acceptance of proposal content. The contents of the proposal of the successful
firm will become contractual obligations. Failure of the successful firm to accept
these obligations in a subsequent contractual agreement may result in cancellation of
the award.
c. Additional information. Describe you organization's willingness to be flexible in
unbundling the following services, if not desired by the Agency.
1. Guaranteed savings
2. Monitoring and metering
3. Equipment servicing
If the above services are unbundled, indicate the percentage reduction in overall
project cost for each of these items.
Provide other information that you would like the selection committee to consider in
the selection process
d. Questions. List any questions your team would like the Agency to address.
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CIVIC PRIDE
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1/40ORPOR AT EOX -
ROSEMEAD
REDEVELOPMENT AGENCY
CITY OF ROSEMEAD
ROSEMEAD, CALIFORNIA
DECEMBER 1997
CONTRACT DOCUMENTS
SPECIFICATIONS AND STANDARD DRAWINGS
FOR
REMOVAL AND INSTALLATION OF NEW CEILING TILES
AND THE REPAIR/UPGRADE OF THE SUSPENDED CEILING SYSTEM
IN THE CITY HALL BUILDING
IN THE CITY OF ROSEMEAD
Prepared By:
Willdan Associates
Engineers and Planners
12900 Crossroads Parkway South, Suite 200
Industry, CA 91746-3499
(562) 908-6200
INDEX
BID PACKET
I. NOTICE TO CONTRACTORS INVITING BIDS
II. INSTRUCTIONS TO BIDDERS
1.0 Proposals
2.0 Opening of Bids
3.0 Award and Rejection of Bids
4.0 Withdrawal of Bids
5.0 Assignment of Contract
6.0 Interpretation of Document
7.0 Addendum or Bulletins
8.0 Bond and Liability Insurance
9.0 Liquidated Damages
10.0 Permits
11.0 Warranty
III. SPECIFICATIONS
1.0 Scope of Project
2.0 Material Qualifications
3.0 Ceiling Tile Demolition Specifications
4.0 Suspended Ceiling Grid (T-Bar)Repair/Retrofit
5.0 New Ceiling Tile Installation
IV. CONTRACTOR'S QUALIFICATION STATEMENT
V. BID PROPOSAL
VI. LIST OF SUBCONTRACTORS
WI. CONTRACT DOCUMENTS
VIII. EXHIBITS
I -INSURANCE
II - CEILING TILE
NOTICE TO CONTRACTORS INVITING BIDS
NOTICE IS HEREBY GIVEN that the CITY OF ROSEMEAD, Los Angeles County,
California, acting by and through its Authorized Representative, hereinafter referred to as the
Owner, will receive up to but not later than 2:00 p.m. on the 1997, sealed bids
for the removal and installation of new ceiling tiles in the City Hall Building.
LOCATION
ROSEMEAD CITY HALL
8838 E. Valley Blvd.
Rosemead, California 91770
All bids shall be made on a form furnished by the Owner. Bids shall be received in the office
of the City Clerk, 8838 East Valley Boulevard, Rosemead and shall be opened and publicly
read aloud in the Council Chambers, above address, shortly thereafter.
Each bid must conform and be responsive to all the pertinent Contract Documents, copies of
which are now on file and open for public inspection in the office of the City Clerk at above
address, specifications may be obtained for bidding at the office of the City Clerk.
A Ten Percent (10%) Bid Bond, Cashier's Check, or Certified Check shall accompany each
bid.
Pursuant to the California Labor Code, Part 7, Chapter 1, Article 2, Sections 1770, 1773, and
1773.1, the Director of Industrial Relations has ascertained the general prevailing rate of
wages and employer payments for health and welfare, vacation, pension and similar purposes
applicable to the work to be done. Said rate and scale are on file with the City Clerk, City
of Rosemead, and copies will be made available to any interested party on request. The
Contractor is hereby required to post a copy of the above mentioned prevailing wage rates
at job site. Any classification shall comply with the prevailing wage rate in effect at the time
of this Notice to Contractors Inviting Bids.
All Contractors and Subcontractors shall comply with the provisions in Section 1777.5,
1777.6 and 1777.7 of the California Labor Code concerning the employment of apprentices.
The Contractor and any Subcontractors under him shall comply with the requirements of said
sections including applicable portions of all subsequent amendments in the employment of
apprentices; however, the Contractor shall have full responsibility for compliance with said
Labor Code sections, for all apprentice able occupations, regardless of any other contractual
or employment relationships alleged to exist.
(1)
It shall be mandatory upon the Contractor to whom the Contract is awarded, and upon the
Subcontractors under him,to pay not less than the said specified rates of the current minimum
prevailing rate in the area where the work is preformed, to all workers employed by them in
the execution of the Contract.
In accordance with provisions of Government Code Section 4590, substitution of eligible and
equivalent securities for any monies withheld to ensure performance under this Contract will
be permitted at the request of the Contractor and upon the approval of the Owner.
The Owner reserves the right to reject any or all bids and waive any irregularities to
informalities in any bid.
(2)
INSTRUCTIONS TO BIDDERS
1.0 PROPOSALS
1.1 Bids shall be made upon the form provided and with all items filled out; numbers
shall be stated both in writing and in figures, the signature of all persons signing shall
be in longhand. The completed form shall be without interlineation, alterations or
erasures. Any irregularity may be cause for rejection of the bid.
1.2 Alternative proposals will not be considered unless called for. No oral, telegraphic,
telephonic or facsimile proposals or modifications shall be considered.
1.3 Bids shall be accompanied with a certified or cashier's check, or a bidder's bond for
an amount not less than ten percent(10%) of the bid, made payable to the order of
the Owner. If a bidder's bond accompanies the proposal, said bond shall be secured
with a surety Company satisfactory to the Owner, guaranteeing that the Bidder will
enter into a contract if awarded the work, and in the case of refusal or failure to enter
into said contract, the check or bond, as the case may be, shall be forfeited to the
Owner. Bid bond will be held until the successful bidder has properly executed all
contract documents.
1.4 Before submitting a bid,bidders shall carefully, read the specifications and shall fully
inform themselves as to all existing conditions and limitations and shall include in the
bid a sum to cover the total cost of the removal.
2.0 OPENING OF BIDS
2.1 Bids will be opened as indicated in the invitation for Bids.
3.0 AWARD AND REJECTION OF BIDS
3.1 The bid will be awarded to the lowest responsible Bidder complying with these
instructions, provided his or her bid is reasonable in judgment of the Owner and it is
to the interest of the Owner to accept it. The Owner; however, reserves the right to
reject any or all bids, and to waive any informality to bids received. The competency
and responsibility of Bidders and of their proposed subcontractors will be considered
in making the awards.
(J)
4.0 WITHDRAWAL OF BIDS
4.1 Bids may be withdrawn by the Bidder prior to, but not after the time fixed for
opening of bids.
5.0 ASSIGNMENT OF CONTRACT
5.1 No assignment by the Contractor of any contract to be entered into hereunder or any
part thereof, or if funds to be received thereunder by the Contractor, will be
recognized by the Owner, unless such assignment has had the approval in writing of
the awarding authority. No assignment will receive the approval of the Owner unless
the instrument of assignment contains a clause to the effect that it is agreed that the
funds to be paid the assignee under the assignment are subject to a prior lien for
services rendered or materials supplied for the performance of the work called for in
said contract in favor of all persons, firms, or corporations rendering such services
or supplying such material. A merger, consolidation, bankruptcy, either voluntary
or involuntary, or a sale of a controlling interest of the Contractor's business, shall
be considered an assignment as that term is used herein.
6.0 INTERPRETATION OF DOCUMENTS
6.1 If any person contemplating submitting a bid for the proposed contract is in doubt
as to the true meaning of any part of the specifications, or other proposed contract
documents, he may submit to the Owner a written request for an interpretation
thereof The person submitting the request will be responsible for its prompt
delivery. Any interpretation of the proposed documents, which in the Owner's
judgment is necessary, will be made only by Addendum duly issued, and a copy of
such documents. The Owner will not be responsible for any other explanations or
interpretations of the proposed documents.
7.0 ADDENDUM OR BULLETINS
7.1 Any addendum or bulletins issued during the time of bidding or forming a part of the
documents furnished to the Bidder, for the preparation of this bid, shall be covered
in the bid, and shall be made a part of the Contract. The receipt of each Addendum
shall be acknowledged on the Bid Proposal Form as submitted by the Bidder.
(2)
8.0 BOND AND LIABILITY INSURANCE
8.1 The successful Bidder, simultaneously with the execution of the Agreement shall be
required to furnish a labor and material bond in an amount equal to one hundred
percent(100%) of the Contract Price, and a faithful performance bond in an amount
equal to one hundred percent (100%) of the Contract Price; said bonds shall be
secured from a Surety Company satisfactory to the Owner, and shall be subject to the
approval of the City Council.
8.2 The signatory agrees to provide the Owner with proof of coverage of the types and
in the amounts specified in Exhibit "I" attached hereto and incorporated herein by this
reference.
8.3 The Contractor is to name the City of Rosemead as an additional insured.
9.0 LIQUIDATED DAMAGES
9.1 Work shall commence on or before the date stated in the Owner's notice to the
Contractor to proceed and shall be completed by the Contractor in the time specified
in Bid Proposal. If the work is not completed in accordance with the foregoing, it
is understood that the Owner will suffer damage, it is agreed that the Contractor shall
pay to the Owner as a fixed and liquidated damage, and not as a penalty, the sum of
two hundred($200.00)dollars for each calendar day of delay until work is completed
and accepted. The Contractor and his surety shall be liable for the amount thereof.
10.0 PERMITS
10.1 All permits must be obtained by contractor from the City's Building Department at
no cost to the contractor.
10.2 The Contractor is not to proceed with any work until he/she have obtained required
permits and received written approval.
11.0 WARRANTY
11.1 Contractor shall provide minimum one(I)year guarantee for labor, installation, and
workmanship. Provide manufacturers' standard warranty on all materials.
(3)
SPECIFICATIONS
1.0 SCOPE OF PROJECT
1.1 The project consists of removing and installing new acoustical ceiling tiles, one hour
fire rated ceiling tiles and repair/upgrade of the suspended ceiling grid at the City
Hail. All materials shall be new and conform to the attached specifications. The
Contractor's lump sum bid shall include furnishing all labor, materials, supplies,
equipment, etc., necessary to perform the work.
A. Ceiling Tile
The ceiling tile shall be Armstrong Acoustical Fissured type and shall be one hour
rated in fire rated corridor and exit systems. The size and style shall match existing,
2' X 2' drop in type and shall be installed in accordance with the International
Conference of Building Officials Evaluation Report Number 1349, and with the
manufactures installation instructions.
Product information is available by contacting;
Armstrong World Industries Inc.
2500 Columbia Avenue
Lancaster, Pennsylvania 17604
1.2 If the Contractor wishes to bid an or "equal" product, the Contractor must submit
back up information that clearly and specifically demonstrates that the "or Equal"
meets or exceeds the specified materials. Contractors must receive written
authorization from City to bid the non-specified material prior to submitting his/her
bid.
1.3 This project is a portion of a larger project which consists of a complete energy
retrofit and cosmetic remodel. Coordination with other trades is of utmost
importance.
1.4 The City of Rosemead has hired an Environmental Testing Company to test the
composition of the existing ceiling tiles. Laboratory results indicated no asbestos
was found in the ceiling tiles.
(I)
1.5 Project Location and Contact Person
Location:
A- Rosemead City Hall- 8838 E. Valley Blvd.
Contact Person:
The City's representatives are Steven C. Bailey, Deputy Building Official and Chris Lea,
Senior Building Inspector, 8838 E Valley Boulevard, Rosemead, California 91770, (626)
288-6671.
1.6 The Contractor shall be responsible for coordinating all construction and installation
of new ceiling tile and repair/ upgrade of existing suspended ceiling tile grid to
current seismic requirements.
2.0 MATERIAL QUALIFICATIONS
2.1 Products and execution shall meet the requirements as specified by Underwriters'
Laboratories Incorporated.
2.2 The Contractor shall obtain a statement signed by the manufacturers that the
materials supplied are proper for the use indicated in the contract documents, that the
manufacturer is in agreement with the use of such materials in connection with the
suspended ceiling tile system identified.
2.3 All materials shall be in manufacturers original, unopened containers with labels
intact and legible, and in sufficient quantity to allow continuity of work.
3.0 EXISTING CEILING TILE DEMO SPECIFICATIONS
3.I Remove the existing ceiling tile from all areas and leave intact the existing suspended
ceiling grid.
3.2 Remove and haul away all debris from site at once and dispose of properly. No debris
will be disposed of in City waste containers.
3.3 All furniture, desks, computer equipment shall be protected from dust and falling
debris at all times. All doorway entries and exits must be kept clear and clean at all
times. Any debris and materials tracked into City Hall will be cleaned up immediately
by the contractor.
(2)
4.0 SUSPENDED CEILING GRID REPAIR/UPGRADE
4.1 The suspended ceiling grid system shall be supported in accordance with the 1994
Uniform Building Code Standards Section 25.212.
A. Vertical hangers. Suspension wires shall not be smaller than No. 12 gage
spaced at 4 feet on center or No. 10 gage at 5 feet on center along each
main runner.
B. Perimeter hangers. The terminal ends of each cross runner and main runner
shall be supported independently a maximum of 8 inches from each wall or
ceiling discontinuity with No. 12 gage wire or approved wall support.
C. Lateral force bracing. Horizontal restraints shall be effected by four No. 12
gage wires secured to the main runner within 2 inches of the cross runner
intersection and splayed 90 degrees from each other at an angle not
exceeding 45 degrees from the plane of the ceiling. A strut fastened to the
main runner shall be extended to and fastened to the structural members
supporting the roof or floor above. The strut shall be adequate to resist the
vertical component induced by the bracing wires. These horizontal restraint
points shall be placed not more than 12 feet on center in both directions
with the first point within 6 feet from each wall. Attachment of the restraint
wires to the structure above shall be adequate for the load imposed.
D. Perimeter members. Unless members are a structural part of the approved
system, wall angles or channels shall be considered as aesthetic closures and
with no structural value. Ends of main runners and cross members shall be
tied together to prevent their spreading.
E. Attachment of members to the perimeter. To facilitate installation, main
runners and cross runners may be attached to the perimeter member at two
adjacent wall with clearance between the wall and the runners maintained
at the other two walls or as shown or otherwise shown or described for the
approved system.
(3)
4.2 SUPPORT OF LIGHTING FIXTURES
4.3 All lighting fixtures shall be supported in accordance with the 1994 Uniform Building
Code Standards section 25.213.
A. All lighting fixtures shall be positively attached to the suspended ceiling
system. The attachment device shall have a capacity of 100 percent of the
lighting fixture weight acting in any direction.
B. Hangers shall be attached to the grid members within 3 inches of each
corner of each fixture. Tandem fixtures may utilize common wires.
C. Lighting fixtures weighing less than 56 pounds shall have, in addition to the
requirements outlined above, two No. 12 gage hangers connected from the
fixture housing to the structure above. These hanger wires may be slack.
4.4 SUPPORT OF MECHANICAL REGISTERS
4.5 Ceiling mounted air terminals shall be supported in accordance with the 1994
Uniform Building Code Standards section 25.214.
A. Ceiling mounted air terminals or services weighing less than 20 pounds shall
be positively attached to the ceiling suspension main runners or to the cross
runners with the same carrying capacity as the main runners.
B. Terminals or services weighing 20 pounds, but not more than 56 pounds,
in addition to the above, shall have two No. 12 gage hangers connected
from the terminal or service to the ceiling system hangers or to the structure
above. These hanger wires may be slack.
(4)
5.0 NEW CEILING TILE INSTALLATION
5.1 The ceiling tile shall be the type as specified in the specifications section 1.1 A. The
new ceiling tiles shall be 2 X T fissured type drop in ceiling tiles. Ceiling tiles located
in fire rated corridors and exit assemblies shall be 1 hour fire rated type. The ceiling
tiles shall be installed in a workmanship like manner.
5.2 Office furniture, desks, computer equipment etc. shall be protected from dust and
falling debris at all times during installation. All debris shall be removed from site at
once and disposed of properly. No debris will be disposed of in City waste
containers.
5.3 All doorway entries and exits must be kept clear and clean at all times. Any debris
and materials tracked into City Hall will be cleaned up immediately by the contractor.
(5)
BID PROPOSAL FORM
City of Rosemead
8838 East Valley Boulevard
Rosemead, California 91770
I have received the documents titled: Notice Inviting Bids, Instruction to Bidders,
Specifications, Exhibits, Bid Proposal Form and Addendums , have satisfied
myself as to the scope of the work and the condition of the sites.
In submitting this proposal, I agree:
1. To hold my bid open for thirty (30) calendar days from the due date of this proposal.
2. To comply with the provisions of the Notice Inviting Bids, Addendums, Instructions to
Bidders, Specifications, Exhibits and Bid Proposal.
3. Work shall begin within seven (7) days after Notice to Proceed.
4. All work shall be completed in (30) calendar days.
I will provide all of the materials and labor as set forth in the specifications for the following
amounts.
I. ROSEMEAD CITY HALL
A. CEILING TILE REMOVAL
SUPPORT OF SUSPENDED CEILING GRID
SUPPORT OF LIGHTING FIXTURES
SUPPORT OF MECHANICAL REGISTERS
INSTALLATION OF NEW CEILING TILE
(S )
Written Amount
TOTAL (S )
Written Amount
(1)
NAME:
A. CORPORATION: _ B. PARTNERSHIP: _ C. SOLE PROPRIETOR
SUBMITTED BY: PHONE NO:
ADDRESS: CITY: ZIP:
CONTRACTOR'S LICENSE NUMBER:
(2)
CITY OF ROSEMEAD
PROPOSAL GUARANTEE
BID BOND
FOR
CEILING TILE REPLACEMENT AND THE REPAIR/UPGRADE OF THE
SUSPENDED CEILING SYSTEM
IN THE CITY HALL BUILDING
IN THE CITY OF ROSEMEAD
KNOW ALL PERSONS BY THESE PRESENTS that
as BIDDER, and
a corporation organized and existing under the laws of the State of
and duly authorized to transact business under the laws of the State of California, as
SURETY, are held and firmly bound unto the City of Rosemead, as AGENCY, in the penal
sum of
dollars($ ), which is 10 percent of the total amount
bid by BIDDER to AGENCY for the above-stated project, for the payment of which sum,
BIDDER and SURETY agree to be bound,jointly and severally, firmly by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas BIDDER is about
to submit a bid to AGENCY for the above-stated project, if said bid is rejected, or if said bid
is accepted and a contract is awarded and entered into by BIDDER in the manner and time
specified,then this obligation shall be null and void, otherwise it shall remain in Ml force and
effect in favor of AGENCY.
(I)
IN WITNESS WHEREOF the parties hereto have set their names,titles,hands, and seals, this
day of , 19_.
BIDDER*
SURETY*
Subscribed and sworn to this day of , 19
NOTARY PUBLIC
* Provide BIDDER/ADMITTED SURETY name, address, and telephone number and
the name, title, address, and telephone number for authorized representative.
(2)
LIST OF SUBCONTRACTORS
The following is a true and complete list showing the name and the location of the place
of business of each subcontractor who will perform work, or labor or render service to the
Contractor in or about the Work in an amount in excess of one-half of one percent (0.5%)
of the Contractor's total bid.
(List the portion of the Work which will be done by each subcontractor and list only one
subcontractor for each such portion).
WORK PORTION SUBCONTRACTOR'S NAME AND BUSINESS ADDRESS
(3)
CITY OF ROSEMEAD
CONTRACT AGREEMENT
FOR
CEILING TILE REPLACEMENT AND REPAIR/UPGRADE OF THE SUSPENDED
CEILING SYSTEM
IN THE CITY HALL BUILDING
IN THE CITY OF ROSEMEAD
This Contract Agreement is made and entered into for the above-stated project this
day of , 19 , BY AND BETWEEN the City of Rosemead, as
AGENCY, and , as CONTRACTOR.
WITNESSETH that AGENCY and CONTRACTOR have mutually agreed as follows:
ARTICLE I
The contract documents for the aforesaid project shall consist of the Notice To Contractors
Inviting Bids, Instructions to Bidders, Specifications, Contractor's Qualification Statement,
Bid Proposal, List of Subcontractors, Exhibits, Plans, and all referenced specifications, details,
standard drawings, and appendices; together with this Contract Agreement and all required
bonds, insurance certificates, permits, notices, and affidavits; and also including any and all
addenda or supplemental agreements clarifying, or extending the work contemplated as may
be required to insure its completion in an acceptable manner. All of the provisions of said
contract documents are made a part hereof as though fully set forth herein.
ARTICLE II
For and in consideration of the payments and agreements to be made and performed by
AGENCY, CONTRACTOR agrees to furnish all materials and perform all work required for
the above-stated project, and to fulfill all other obligations as set forth in the aforesaid
contract documents.
ARTICLE III
CONTRACTOR agrees to receive and accept the prices set forth in the Proposal as full
compensation for furnishing all materials, performing all work, and fulfilling all obligations
hereunder. Said compensation shall cover all expenses, losses, damages, and consequences
arising out of the nature of the work during its progress or prior to its acceptance including
those for well and faithfully completing the work and the whole thereof in the manner and
(I)
time specified in the aforesaid contract documents; and also including those arising from
actions of the elements,unforeseen difficulties or obstructions encountered in the prosecution
of the work, suspension or discontinuance of the work, and all other unknowns or risks of any
description connected with the work.
ARTICLE IV
AGENCY hereby promises and agrees to employ, and does hereby employ, CONTRACTOR
to provide the materials, do the work and fulfill the obligations according to the terms and
conditions herein contained and referred to, for the prices aforesaid, and hereby contracts to
pay the same at the time, in the manner, and upon the conditions set forth in the contract
documents.
ARTICLE V
CONTRACTOR acknowledges the provisions of the State Labor Code requiring every
employer to be insured against liability for workers compensation, or to undertake self-
insurance in accordance with the provisions of that code, and certifies compliance with such
provisions.
ARTICLE VI
CONTRACTOR agrees to indemnify, defend and hold harmless AGENCY and all of its
officers and agents from any claims, demand, or causes of action, including related expenses,
attorney's fees, and costs, based on, arising out of, or in any way related to the work
undertaken by CONTRACTOR hereunder. In the event the insurance coverage is on a claims
made basis, the Contractor shall indemnify and hold harmless the City and all of its officers
and agents from any and all claims, demands, or causes of action that arise after the expiration
of the Contractor's current policy or after the service contract has ended, for any occurrences
arising out of, or in any way related to the work undertaken by the Contractor. The liability
insurance coverage values shall be:
Insurance Coverage Requirements Limit Requirements
Comprehensive General Liability $1,000,000
Product/Completion Operations $1,000,000
Contractual General Liability $1,000,000
Comprehensive Automobile Liability $1,000,000
(2)
A combined single-limit policy with aggregate limits in the amount of$2,000,000 will be
considered equivalent to the required minimum limits. The issuer shall be an "admitted surety
insurer" duly authorized to transact business under the laws of the State of California.
Acceptable insurance coverage shall be placed with carriers admitted to write insurance in
California, or carriers with a rating of, or equivalent to, A:VIII by AM. Best & Co. Any
deviation from this rule shall require specific approval in writing from the City.
Insurance shall name the City of Rosemead, its officers, agents, and employees as additional
insured by endorsement of the Contractor's policy. A copy of the endorsement, showing
policy limits, shall be provided to the City on or before signing this contract.
ARTICLE VII
CONTRACTOR affirms that the signatures, titles, and seals set forth hereinafter in execution
of this Contract Agreement represent all individuals, firm members, partners,joint venturers,
and/or corporate officers having principal interest herein.
ARTICLE VIII
(BLANK)
ARTICLE IX
Records and Audits. The Contractor shall maintain accounts and records, including
personnel, property, and financial records, adequate to identify and account for all costs
pertaining to the contract and such other records as may be deemed necessary by the City to
assure proper accounting for all project funds, both federal and non-federal shares. These
records will be made available for audit purposes to the City or any authorized representative
and will be retained for 5 years after the expiration of this contract, unless permission to
destroy them is granted by the City.
IN WITNESS WHEREOF the parties hereto for themselves, their heirs, executors,
administrators, successors, and assigns do hereby agree to the full performance of the
covenants herein contained and have caused this Contract Agreement to be executed in
triplicate by setting hereunto their names, titles, hands, and seals this day of
, 19_.
(3)
CONTRACTOR:
(Title)
Contractor's License No. Class
CITY Business License No.
Federal Tax Identification No.
Subscribed and sworn to this day of , 19
NOTARY PUBLIC
AGENCY:
Mayor of the City of Rosemead
Attested
City Clerk of the City of Rosemead Date
Approved as to form
City Attorney of the City of Rosemead Date
(4)
CITY OF ROSEMEAD
FAITHFUL PERFORMANCE BOND
FOR
CEILING TILE REPLACEMENT AND THE REPAIR/UPGRADE OF THE
SUSPENDED CEILING SYSTEM
IN THE CITY HALL BUILDING
IN THE CITY OF ROSEMEAD
KNOW ALL PERSONS BY THESE PRESENTS that
as CONTRACTOR and a
corporation organized and existing under the laws of the State of
and duly authorized to transact business under the laws of the State
of California, as SURETY, are held and firmly bound unto the City of Rosemead, as
AGENCY, in the penal sum of
dollars ($ ), which is 100 percent of the total
contract amount for the above-stated project, for the payment of which sum, CONTRACTOR
and SURETY agree to be bound,jointly and severally, firmly by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas CONTRACTOR
has been awarded and is about to enter into the annexed Contract Agreement with AGENCY
for the above-stated project, if CONTRACTOR faithfully performs and fulfills all obligations
under the contract documents in the manner and time specified therein, then this obligation
shall be null and void, otherwise it shall remain in full force and effect in favor of AGENCY;
provided that any alterations in the obligations or time for completion made pursuant to the
terms of the contract documents shall not in any way release either CONTRACTOR or
SURETY, and notice of such alterations is hereby waived by SURETY.
(1)
IN WITNESS WHEREOF the parties hereto have set their names, titles, hands, and seals this
day of , 19
CONTRACTOR*
SURETY*
Subscribed and sworn to this day of , 19 .
NOTARY PUBLIC
* Provide CONTRACTOR/ADMITTED SURETY name, address, and telephone
number and the name, title, address, and telephone number for authorized
representative.
(2)
CITY OF ROSEMEAD
MATERIAL AND LABOR BOND
FOR
CEILING TILE REPLACEMENT AND THE REPAIR/UPGRADE OF THE
SUSPENDED CEILING SYSTEM
IN THE CITY HALL BUILDING
IN THE CITY OF ROSEMEAD
KNOW ALL PERSONS BY THESE PRESENTS that
, as CONTRACTOR, and
, a corporation organized and existing under the laws of the State
of , and duly authorized to transact business under the laws of the State of
California, as SURETY, are held and firmly bound unto the City of Rosemead, as AGENCY,
in the penal sum of
dollars($ ), which is 100 percent of the total contract amount for the
above-stated project, for payment of which sum, CONTRACTOR and SURETY agree to be
bound,jointly and severally, firmly by these presents.
THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas CONTRACTOR
has been awarded and is about to enter into the annexed Contract Agreement with AGENCY
for the above-stated project, if CONTRACTOR or any subcontractor fails to pay for any
labor or material of any kind used in the performance of the work to be done under said
contract, or fails to submit amounts due under the State Unemployment Insurance Act with
respect to said labor, SURETY will pay for the same in an amount not exceeding the sum set
forth above,which amount shall inure to the benefit of all persons entitled to file claims under
the State Code of Civil Procedures; provided that any alterations in the work to be done,
materials to be furnished, or time for completion made pursuant to the terms of the contract
documents shall not in any way release either CONTRACTOR or SURETY, and notice of
said alterations is hereby waived by SURETY.
(1)
IN WITNESS WHEREOF the parties have set their names, titles, hands, and seals this
day of , 19_
CONTRACTOR*
SURETY*
Subscribed and sworn to this day of , 19 .
NOTARY PUBLIC
* Provide CONTRACTOR/ADMITTED SURETY name, address, and telephone
number and the name, title, address, and telephone number for authorized
representative.
(2)
Rosemead Agency
Redevelopment A
p g Y
Energy Retrofit Project
Request for Qualifications
Energy Retrofit Project
Presented by
Craig Bond -�--_
Account Manager
February 23, 1998 Energy Pacific
Energy Pacific
633 west Fifth Street
Los Angeles, CA 90071-2006
213/895-5700 Tel
February 23, 1998
Rosemead Redevelopment Agency
City of Rosemead
City Clerks Office
8838 Fast Valley Boulevard
Rosemead, Calfiomia 91770
Attention: Mr. Steven C. Bailey
Dear Mr. Bailey:
It is with great pleasure that Energy Pacific and I present this proposal the City of
Rosemead for the energy and infrastructure upgrade project at the City Hall. We are
confident that our proposal will provide the City with solutions to their most pressing
concerns as outlined in the Request for Proposals (RFP), dated January 1998.
The assembled team of Energy Pacific and ACCO has combined their resources to
develop and present a comprehensive and effective proposal that specifically addresses
each of the items outlined in the RFP. We are confident that given ACCO's history of
success with the City of Rosemead, combined with Energy Pacific's qualifications
directly relating to this particular project, make us the best team to address your needs.
In addition to the City Hall Building, Energy Pacific, if awarded the project, would
welcome the opportunity to expand upon the scope of the energy retrofit project to
include other City facilities that might be made more efficient and more effective. We
will be happy to perform surveys of any City facilities for the purposes of evaluating
— energy efficiency opportunities.
We look forward to working with you and CHMC on this project, and to maintaining
and building our relationship with you today and in the future.
Sirlc�rely,
CCC/
CraiBond, C.E.M.
Account Manager
A Joint Venture of Enova Corporatio•
and Pacific Enterprises
•
Energy Pacific p p
A loins Venture of Enova Corporation Rosemead//edeve/opmemg eencv
and Pacic Enterprises
SECTION A. MANAGEMENT PLAN 2
SECTION B. SERVICES 6
SECTION C. PERSONNEL 8
SECTION D. MANUFACTURERS & SUBCONTRACTORS 12
SECTION E. VERIFICATION OF ENERGY SAVINGS 13
SECTION F. MAINTENANCE & OPERATIONS 17
SECTION H. EXPERIENCE 23
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Vcmure of Enova Corporacion Nesemeafledne/ppment4gepcy
and Pacific Enterprises
SECTION A. MANAGEMENT PLAN
Energy Pacific is a limited liability company owned by Enova Corporation, the parent company of San
Diego Gas & Electric, and Pacific Enterprises, the parent company of Southern California Gas
Company.' Formed in January 1997, Energy Pacific has extensive knowledge of demand side
management, performance contracting, energy procurement, energy transportation, energy
distribution, natural gas, and the recent deregulation of electricity. Energy Pacific also possesses the
long-term stability and strong reputation for customer service -- the hallmarks of the Enova and
Pacific Enterprises family of companies.
Energy Pacific's mission is to assist facility owners, such as the City of Rosemead, in their efforts to
replace out-of-date, inefficient energy systems with new, energy efficient, environmentally sound and
fiscally responsible systems. Energy Pacific provides turnkey services including engineering,
construction, start-up, commissioning and financing for energy efficiency and facility modernization
projects. By balancing the dollar value of the project with the corresponding energy cost savings,
Energy Pacific's provides energy efficiency retrofits with no out-of-pocket cost to the customer.
From energy modeling to project implementation, Energy Pacific will be the sole point of contact for
the City of Rosemead, eliminating their need to coordinate multiple vendors. Our project managers
ensure that each element of your facility energy retrofit project is implemented in accordance with both
Energy Pacific's and the City of Rosemead's requirements.
By selecting Energy Pacific as your project provider, the City of Rosemead will benefit from the
assurance of quality which is delivered in many ways. First and foremost, your project will be in the
hands of Energy Pacific, whose parent companies are two of the largest and most conservative
businesses in the country. This translates into financial stability and permanence. Energy Pacific will
be around for the life of the contract and beyond. Unlike some ESCOs, Energy Pacific and its affiliate
companies, Southern California Gas Company and San Diego Gas and Electric Company, are long-
term players in Southern California.
Secondly, because Energy Pacific has complete responsibility for the project, our staff effectively
manages the engineering and construction process through direct control over the engineering and
construction contractors. We have built Energy Pacific from the best elements of our parent
companies and have attracted a team of experienced professionals and with a strong orientation
towards performance. Energy Pacific and its parent companies have the depth of management that no
ESCO could even contemplate, let alone match.
Finally, we hold ourselves to a higher standard of conduct. It is literally a part of our corporate
philosophy -performance and customer satisfaction will always come first. The superior customer
Energy Pacific is nor the same company as either Southern California Gas Company or San Diego Gas&Electric, the
utilities. Energy Pacific is not regulated by the California Public Utilities Commission. You do not have to purchase
Energy Pacific services in order to receive quality service from the utilities.
2
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation BasemeadHedeve/apmentfgency
and Pacific Enterprises
service track record of our parent companies in combination with their fiscal and corporate integrity
guarantees the City of Rosemead that Energy Pacific's proposals are fundamentally sound and will
deliver the promised results.
Project Success
Energy Pacific's project management approach has yielded successful project implementation. Our
process is to:
• Organize to provide timely internal and customer communication with check point milestones
during the project, resulting in the optimal use of resources.
• Designate project teams under the direction of the project manager assisted by project
engineers providing technical direction and quality assurance. These project engineers are
typically representative from our design sub-contractor(s) and report directly to Energy
Pacific's Engineering Manager.
• Document the execution and management approach of each energy efficiency project.
• Follow a comprehensive process during all phases of the project. There are no short cuts.
• Do peer review of Energy Pacific's and our design sub-contractor's work.
• Implement the project according to the Project Schedule, which varies according to the project
complexity and size. Our Project Schedules are developed with input from our construction
sub-contractors, our project managers, our project controls manager, and our client.
• Control project cost and quality with our comprehensive project control system.
Energy Pacific implements individual energy efficiency projects in a manner which:
• Provides a design review where customers and Energy Pacific mutually agree on the selection
of specific energy efficiency measures, engineering design, equipment vendors, and installation
contractors.
• Minimizes unnecessary interruption to the ongoing operation of customers' facilities during
analysis, data collection, installation and savings verification.
• Complete the project in a manner which exceeds customers' expectations for installation and
performance of the energy efficiency measures installed.
3
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Venture or Enova Co yu.non 9asemeadRedeve/apmentAgency
and Pacific Enterprises
The steps we use for energy efficiency improvement projects are generally:
• Project Development - Energy Pacific either through our staff or through our audit,
engineering, and construction sub-contractors(s) conducts on-site analysis of sufficient detail to
establish the probable energy savings, the scope of work, and likely project cost.
• Project Engineering - Energy Pacific through its engineering sub-contractor(s) will perform
on-site verification, gather additional in-situ data, perform detailed design and calculations
which culminate in construction documents and definitive energy savings and project cost.
• Project Management - The design and construction is supervised by an experienced Project
Team under the overall direction of a seasoned Program Manager. Their charter is to assure
project quality, timeliness, and cost effectiveness. Energy Pacific through its construction sub-
contractors will implement the energy savings design. Owner-designated representatives are
an important part of the Project Team.
• Project Maintenance, Measurement and Verification - Superior design and implementation,
maintenance programs, continuous peer review, and accurate energy consumption
measurement reduce exposure to savings shortfalls and equipment failure.
4
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Venture of Enova Corporation BasemeadiedevetopmentAgency
and Pacific Enterprises
Project Scheduling and Budget Control
As part of the request for proposal, Energy Pacific will develop a Gantt proposal schedule and an
Order of Magnitude budget using software applications such as Microsoft Project, and Excel. The
initial schedule will track the committed deliverables during the audit and preliminary engineering
portion of the project.. The Program Director will control the budget and schedule by monitoring the
project progress and engineering costs. The Program Director will note and report any departures
from the proposal budget and schedule, and, if necessary will make adjustments to ensure timely
delivery of the final proposal. Included with the proposal will be a Gantt project schedule detailing the
engineering, procurement, and construction tasks required to implement the project. The schedule will
also indicate dates for client review of submittals, client acceptance walkdowns, punch list formulation
and completion, and project turnover to the client.
Schedule and budget progress will be based on the earned value method. Committed costs and
expended will be tracked. S-Curves may be developed to track cumulative cost and schedule
performance. Monthly forecasts for schedule and budget performance will be developed at the
specific project level.
5
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of[nova Corporation RosemeadRedevetopmentAgenc,
and Padre Enterprises
• SECTION B. SERVICES
Consulting Planning I dundiim
Information Integrated
Commodity Ener Operations Energy
Management Managemen Efficiency & Management
ment
Maintenane- Services
"Buy Smart "Buy Low" "Buy Less" "Operate It" "Outsource It'
Information Management- Buy Smart
Our Energy Pacific information management services are two fold:
1) Our ENCHARGETM Service offers data collection, bill consolidation, auditing, verification, tariff
review, payment processing and reporting. Encharge is built around the successful implementation
of Microsoft based software originally developed for the deregulated electricity market in United
Kingdom. Over 80 separate UK health systems use this solution today to better manage their
energy information. You can expect a reduction in energy related expenses of 10% to 15% by
engaging Encharge services.
2) Metering Planning services offer verification of existing meters and recommendations of
upgrades in order for each facility to consistently collect energy data at the right times in the right
places. We are vendor neutral and can recommend the right "metering" solution to position the
City of Rosemead for the open market environment. And, with our streamlined process, the City of
Rosemead can avoid the delays related to upgrading meters in order to participate in the open
market effective March 31, 1998.
Commodity Management- Buy Low
We will work with the City of Rosemead to develop the right combination of pricing options to buy
at the lowest price possible to meet specific requirements of each facility/meter. We anticipate that
the electric rate model for California, with rate caps and competitive transition charges will provide
minimal savings in the purchase of commodity, approximately 2% of your total electric bill.
Energy Efficiency- Buy Less
Energy Pacific offers energy efficiency project expertise, management and shared savings
agreements where the City of Rosemead can upgrade lighting, heating, ventilation and air
conditioning systems without capital outlay. Our success in this area is best exemplified by our
relationship with Sears and our recent selection by the Department of Energy to respond to $750
million in programs in the western states. Energy consumers can expect to see savings of 15% to
20% by implementing the right energy efficiency programs.
6
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Venture of Enova Corporation ReseneadRedeve/epmentAgency
and Pacific Enterprises
Operations and Maintenance - Operate It
•
Energy Pacific can help the City of Rosemead by ensuring the operation and maintenance
activities are well tuned. We can recommend building automation systems, remote monitoring
systems, cooking equipment services, utility infrastructure services, operational processes and
policies...all focused towards removing energy waste and improving efficiencies. If the City of
Rosemead desires to bring in outside engineers to manage this area, we can do that as well.
Integrated Energy Management Services (IEMS)- Outsource It
IEMS brings all components of our comprehensive where the customer desires to turnover entire
control of energy based assets, delivery and management to Energy Pacific.
Consulting • Planning •Education
The best solutions only work if the right people are available to help consult, plan and educate
those that are affected. From management to users to your own patients, Energy Pacific will bring
its experience and expertise to ensure a well defined and understood plan is in place for the
maximum opportunity to succeed.
7
Request for Qualifications
Energy Retrofit Project
. • Energy Pacific
A Joint Venture of Enova Corporation Rosemead RedevelopmentAgency
and Pacific Enterprises
SECTION C. PERSONNEL
Energy Pacific's Organizational Structure
•
Energy Pacific's Commercial Services Group will manage the City of Rosemead Improvement of
Energy Efficiency Project. The applicable portion of Energy Pacific's organization structure is shown
below:
•
I Eric Nelson
President
John Laura Dwain Boettcher Rob Dunntn
Senior Vice President Vice President Vice President
Commercial Services Power Marketing Risk Mamgement
II
Amy Pesea Mark Shank Kitty Colvin-Teon
Vice President e,V and Operationspi Manager
Marketlrq Sale and Energy lnformatlm
Rick Ellk Jay Purcell Dave Rlchlteltl Alan Butcher
Direcmrof Project Management — Manager o(Englneerh Manager M J Sales Director
Customer Support Senice P cIM Region
Len Pettis 1Joe Shin 1 Andy Beggs
Sr.Project Manager Energy Engineer Account Manager
Mark Suehrestedt JJim Reese J+1 Pacific Region
Project Manager I Energy Engh,eer / Account Managers
1 Bob Demyanovich National Account Managers
Project Manager
1 National Account
Project Managers
Management Approach to Energy Conservation Projects.
Energy Pacific has designated the.Director of Project Management, Mr. Rick Ellis, to be the Program
Director for City of Rosemead's Improvement of Energy Efficiencies Project. Mr. Ellis is an
experienced program developer and has contributed greatly to the establishment of Energy Pacific's
performance contracting programs.
As Program Director, Mr. Ellis will have full authority to commit Energy Pacific's resources to
implement the City's Program. Resources will be allocated in a manner insuring timely completion of
energy auditing, scope development, engineering, construction planning, installation, verification, and
administration of the Program. Mr. Ellis and his management group will assemble project
management, project control, TQM, contract administration, energy audit, engineering, construction,
and finance teams comprised of representatives from the City, Energy Pacific, and key subcontractors
8
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation Basemeadledeve/apmentfgencY
and Pacific Enierpdses
to provide leadership, oversight and coordination of the Program. Periodic meetings with the teams
will identify and resolve policy, schedule, or performance concerns before they become an issue with
the City.
Mr. Ellis will work closely with the City's program manager (or with various city representatives at
the City's direction) to ensure that the City's requirements are met and communications remain open
and productive. He will establish routine and exception reporting protocols with the City and will
assure the quality and timeliness of reporting.
Energy Pacific has designated Mr. Jay Purcell to be the team's Engineering Manager. Mr. Purcell will
work closely with the City to develop Energy Conservation Measures, project scope, definitive
engineering, and commissioning plans.
Mr. Len Pettis will be the Construction Manager and will handle the procurement and installation of
the equipment. Mr. Pettis will coordinate al] sub-contractor construction issues and interface with the
City on a regular basis. Energy Pacific will hold all sub-contracts for the project.
9
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Venture of Enova Corporation Rosemeadpedeve/opmeniggencv
and Pacific Enterprises
• Energy Pacific's Project Team
Energy Pacific's management structure for City of Rosemead's Improvement of Energy Efficiency
Project is shown below:
City of Rosemead
Building Efficiencies Project
Program Director
Rick Ellis, P.E., C.E.M.
1 • f 1
Construction Manager Engineering Manager
Len Pettis Jay Purcell, C.E.M.
Lighting Retrofit Company (TBD) Lead Energy Engineer
Lighting Installation Joe Shiau, P. E., C.E.M.
ACCO Energy Engineer
Mechanical Installation Jim Reese, P. E.
ILighting Retrofit Company (TBD).
Lighting Design
ACCO
Mechanical Installation
The project will initially be evaluated for energy savings and estimated installation cost under the
direction of Mr. Jay Purcell, Engineering Manager. As indicated on the organization chart Energy
Pacific will use internal resources as well as those of a qualified lighting retrofit company and ACCO.
Once the project scope is defined, the project will be designed by the same company for lighting, and
— ACCO for mechanical.
Construction of the mechanical and lighting retrofits will be managed by Mr. Len Penis who is
experienced with energy efficiency upgrade projects. He is currently developing a $200M project for
Los Angeles Unified School District.
Resumes for Energy Pacific's key staff members are included attached.
Energy Pacific will dedicate the following senior managers to City of Rosemead's project:
10
Request for Qualifications
Energy Retrofit Project
Energy Pacific p
A Joint Venture of Enova Corporation BosemeadRedevetopmentAgency
and Pao he Enterprises
Craig Bond, C.E.M. has more than 15 years of experience in energy conservation engineering. He
will be the Account Manager directly responsible for City of Rosemead's overall satisfaction with the
project.
Rick Ellis, P.E., C.E.M., has more than 25 years of experience in engineering, construction, and
project management. He will be the program director and responsible for all aspects of the project.
Jay Purcell, C.E.M., has more than 15 years of experience in engineering and project development.
He will be the Engineering Manager and responsible for all aspects of the project's engineering and
design.
Monica Haas, MBA, has more than IO years experience in accounting, budgeting, cash management,
and financial planning. She will be the program's financial manager.
Len Pettis C.E.M., has more than 12 years of experience in engineering, construction, and project
management.
Joe Shiau, P.E., C.E.M., has more than 20 years of experience in engineering, construction, and
project management. He will head the energy engineering and auditing activities.
Jim Reese, P.E., has more than 20 years of experience in engineering, construction, and project
management. He will perform energy engineering and auditing for your project.
I
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venturi:of enova Corporation RosemestMeeevelopmemhgency
and Pacific Enterprises
Craig Bond, C.E.M.
Account Manager
Mr. Bond brings to Energy Pacific over 18 years of energy efficiency experience. Craig's
experience has provided him with a broad perspective of the energy efficiency market. As a
facilities engineer, Craig was responsible for the western region's energy use for a leading
national high-tech computer manufacturer where he was able to reduce consumption by over 30%.
Craig was able to apply his facilities experience and knowledge next as a Sr. Systems Engineer for
California's largest mechanical design/build contractor. In this position, Craig was responsible for
the design, estimates, proposal generation, sales, project management and overall profitability of
large-scale commercial and industrial energy efficiency retrofit projects. Craig's knowledge of all
aspects of energy management technologies has established him as a reliable and respected
resource in the energy market.
As part of his efforts to help perpetuate energy efficiency throughout Southern California, Craig
has remained very active in local energy and engineering associations, including serving as an
officer for the local chapter of the Association of Energy Engineers for five years. Craig's tenure
with AEE included serving for a year as President. However, the most significant contribution
Craig has made to this organization was the foundation and chaired of the AEE Oversight
Committee. The Oversight Committee has been responsible for recruiting a vibrant new staff of
officers and board members, and ultimately for the success the Southern California Chapter is
experiencing today.
Education:
Bachelor of Technology/Mechanical Engineering- Southwest State University, Minnesota
Professional Registration:
Certified Energy Manager, Association of Energy Engineers
Qualifications and Experience: Mr. Bond is an Account Manager for Energy Pacific's Commercial
Business unit dedicated to the Portland State University projects. He is responsible for all phases of a
project's development from initial identification up to and including final engineering. Mr. Bond has been
with Energy Pacific since it's inception, and is intimately familiar will all aspects of the Energy Services
business.
Professional Affiliations:
Association of Energy Engineers (AEE), American Society of Heating, Refrigeration and Air Conditioning
Engineers(ASHRAE),Association of Professional Managers(APEM)
Energy Pacific
A Joint Venture ofEnova Corporation Nnsemea#Redeve/apmentAgency
and Pacific Enterprises
Rick Ellis, P.E. ,C.E.M.
Director Energy Engineering and Project Management
Project Responsibility: Mr. Ellis will be the Program Manager for the Government's 46 State ESPC.
Mr. Ellis will be responsible for the Program's budget and schedule, coordination of the design and
construction team, construction management, and start-up and commissioning of the project. He will
personally ensure the Government's project requirements are fully met with the goal to have the project
exceed the Government's expectations.
Education:
Master of Business Administration, Pepperdine University
• Master of Science-Engineering, California State University, Long Beach
Bachelor of Science- Aerospace Engineering,Northrop Institute of Technology
Professional Registration:
Registered Professional Engineer, Mechanical Engineering, California
Certified Energy Manager, Association of Energy Engineers
Qualifications and Experience: Mr. Ellis is the Director of Energy Engineering and Project
Management for Energy Pacific's Commercial and Industrial Group. This position provides him with the
capability to mobilize resources within Energy Pacific and its strategic partners to define and execute
projects to satisfy client requirements. Prior to that assignment he was the Senior Project Manager for the
Southern California Gas Company's TEEM business unit. Mr. Ellis has a solid background in engineering
and project management. He has over 25 years of experience in the engineering and construction business.
Before joining TEEM, Mr. Ellis was a Project Manager with the Bechtel Corporation. During his 22 years
with Bechtel, Mr. Ellis worked as a Plant Design Engineer, Engineering Supervisor, Project Engineer, and
Project Manager. As a Project Engineer he was responsible for quality, budget, and schedule of the
project's multi-discipline engineering team. He coordinated with the client to establish the scope of work,
schedule, and man-hour budgets. As a Project Manager Mr. Ellis was responsible foreacj project's overall
schedule and cost performance, selection of contractors, and construction management. Ile was directly
responsible to the client for the project's quality and execution.
Relevant Project Experience:
San Fernando Valley Juvenile Hall Energy Savings Projects TEEM, Sr. Project Manager
Los Angeles County,Internal Services Department
Project retrofitted lighting throughout the facility, replaced domestic hot water boiler, replaced two
500 ton chillers, replaced two 500 ton cooling towers, added VFD's to airside fans and chilled
water pumps, and added a DDC control system.
RUSD Energy Retrofit Projects TEEM, Sr. Project Manager
Riverside Unified School District
Project retrofitted interior and exterior lighting including adding occupancy controls, replaced
single zone and multi-zone roof top package units (over 2000 tons), replaced three 180 ton chillers,
replaced three 180 ton cooling towers, added energy controls to the HVAC system on a district
wide basis, replaced two hot water boilers,and added pony pumps to pool cogen systems.
Energy Pacific
A Joint Venture of Enova Corporation Rosemead Redevelopment Agency
and Pacific Enterprises
Relevant Project Experience(continued):
Paradise Water Energy Retrofit Project TEEM, Sr. Project Manager
Paradise Textile Corporation
Energy Management Project to design and construct water recyling and heat recovery system at
Paradise Textile to filter approximately 40% of the current effluent discharge and to reuse the
treated water in the dye machines. The reuse wastewater will come from cycles prior to the dye
bath (i.e. scouring cycle, bleach cycle, pre-dye bath rinses, bleach reduction baths, etc.). The
amount of water required for these cycles typically amounts to 40 to 50% of the total water used
during the dying process.
Other Project Experience:
•
UNOCAL,AQMD RECLAIM Project Project Manager
Carson Refinery and Wilmington Refinery
Chevron,AQMD Rule 431.1 Fuel Gas Scrubbing Projects: Project Manager
El Segundo Refinery
Chevron,LPG Truck Loading and Rail Car Loading Facility Project Engineer
El Segundo Refinery
SCE,SONGS Units 2 & 3,Various Plant Up-Grade Projects Project Engineer
San Onofre Units 2 & 3
Professional Affiliations:
Association of Energy Engineers(AEE)
Energy Pacific
A Joint Venture of Eneva Corporation ROsemeSfREOBveIopmentagency
and Pacific Enterprises
Jay Purcell
Manager of Engineering
Education:
• Bachelor of Science, Industrial Engineering- Cal Poly, Pomona
Professional Registration:
• Association of Professional Energy Managers(APEM)
• National Society of Professional Engineers
• Los Angeles Power Producers Association
Relevant Project Experience:
Southern California Gas Company Special Project Manager
• Responsible For Growing The Cogeneration Market Within Service Territory
• Consistently Met or Exceeded All Sales& Marketing Objectives
• Managed Special Energy Related Projects
• Developed and Implemented SoCalGas Energy Management& Modernization Program (EMMP)
• Prepared Integration Business Plan For Major International Acquisition
• Performed Power Market Analysis
• Assisted In DOE Super ESPC Bid Proposal Development
• Created New "For Fee" Service Offerings
• Energy Use Consultation
• Significantly Responsible For Evaluating Impacts Of Electric Industry Restructuring, And Making
Recommendations To Management
• Evaluated Over 200 Energy Projects
Southern California Gas Company ERC Technical Consultant
• Charged With Expanding The Gas Company's Role In The Energy Markets (Fuel Neutral)
• Prepared ERC Business Plan
• Developed Technical Seminars
• Established Professional Community Liaisons
• Acted As International Ambassador
• Hosted Delegations From I I Different Countries
• Prepared Detailed Technical Energy Analysis & Recommendations
• HVAC, Central Plants, Power Generation, Building Envelope, Lighting, Etc...
•
Energy Pacific
A Joint Venture or Enova Corporation Rosemeadfedeve/opmentAgency
and Pacific Enterprises
Relevant Project Experience (continued):
Southern California Gas Company Sr. Account Executive
•
•
• Principally Responsible For Growing The Cogeneration Market
• Created Proprietary Energy Modeling Software
• Sold First Isolated Generation System In Company History
• Negotiated First Above Tariff Fixed Price Contract In Company History
• Significantly Exceeded All Sales& Marketing Goals
• Responsible For Developing&Maintaining Professional Trade Allies
• Managed"Blitzer"Software Development Project
• Southern California Gas Company Energy Systems Engineer
• Provided Detailed Energy Systems Analysis & Recommendations For Large Commercial & Industrial
Customers
• Coordinated Customer Services Activities
• System Hook Up
• Billing Disputes
• Facility Expansions
• Distribution System Upgrades
Assisted Large Commercial & Industrial Customer In Developing Energy Conservation Alternatives
Energy Pacific
A Joint Venture of Enova Corporation Rasemea#Re#eve/ppmentAgency
and Pacific Enterprises
Monica P. Haas
Financial Analyst
Energy Pacific
Project Responsibility:
Monica Haas is currently responsible for maintaining lender relations, evaluating project financing
requirements, and obtaining financing for energy savings projects. She also is experienced in analyzing
energy savings project cash flows and evaluating the credit quality of potential customers. While working for
General Dynamics, Monica also gained extensive experience in developing budgets and measuring ongoing
contract performance for multi-million dollar commercial contracts.
Education:
• B. S., Marketing,New Mexico State University
• M.B. A.,New Mexico State University
Qualifications & Experience:
Ms. Haas has been responsible for selecting and maintaining relations with third party lenders for Energy
Pacific and its clients. Her expertise includes evaluating project financing requirements for energy savings
projects and creatively utilizing a variety of financing tools including operating and capital leases. Ms. Haas is
experienced in calculating energy savings project cash flows, developing feasibility studies and evaluating
business plans. She has developed budgets and measured ongoing contract performance for multi-million
dollar commercial contracts. Her prior experience includes financial analyst positions with both San Diego
Gas& Electric and General Dynamics Corporation.
Relevant Project Experience:
• Project Financing
• Responsible for developing and managing the financing program for Enova Energy. Has established
strong lender relationships and is experienced in evaluating project financing requirements for energy
savings projects.
• Financial Analysis:
• Experienced in evaluating energy savings project cash flows. Responsible for preparing and evaluating
financial analysis for capital acquisitions, business plans, and feasibility studies. Skilled in developing
budgets and measuring performance for multi-million dollar contracts. Experienced in performing
strategic outsourcing analyses.
• Credit Analysis:
• Responsible for performing financial reviews and making credit recommendations on potential customers.
Other Project Experience:
• Financial Analyst, Enova Energy.
• Financial Analyst, SDG&E.
• Financial Specialist, General Dynamics.
Energy Pacific
A Joint Venture of Enova Corporation RosemeadRedeve/opmentAgency
and Pacific Enterprises
LEONARD G. PETTIS, C.E.M.
Sr. Project Manager
Education:
• Bachelor of Science, Mechanical Engineer- Maine Maritime Castine, Maine
Qualifications and Experience:
Twenty years' experience in the engineering, plant operations fields with a consistent record of growth
advancement in facilities management, energy management, organizational development and employee
training programs. Excellent writing, verbal and interpersonal communication skills. Proven project
management strategic planning and financial administration skills. Astute motivator,team builder with
the ability to identify, maximize employee talent working at all levels to diagnose and solve problems
effecting the bottom line.
Professional Experience:
UC IRVLNE Energy Manager
Irvine, CA
• Developed and implemented Campus Energy Efficiency Program that reduced utility consumption 15%
• Negotiated a Natural Gas Purchasing Agreement that saved the campus over$70,000.
• Designed system architecture for the campus EMCS, improving operations and analysis capabilities.
• Identified $270 thousand savings in controls system design, commissioning a new facility.
• Revised technical specifications for mechanical, electrical sections of contract documents for variable
frequency drives, electric metering, high efficiency motors and DDC controls.
TRW Senior Environmental Engineer
Redondo Beach, CA
• Reduced energy consumption by $3.2 million in one year, at Space Park, a 5.2 million S/F Campus.
• Identified Energy Conservation Opportunities saving$1.2 million annually.
• Administrated the Natural Gas Procurement Contract.
• Organized and tracked company participation in utility rebate programs.
• Supervised participation in CEC (California Energy Coalition)Load Shed Program.
• Audited utility bills saving$75 thousand annually.
MAGUIRE THOMAS PARTNERS Operations Manager
Santa Monica, CA
• Reduced energy consumption 15%
• Managed daily operations supervising personal contracts for engineering,janitorial, parking, landscape,
waste hauling and security personnel.
• Developed recycling program saving 25% in waste hauling expenses.
• Assisted in the implementation of the Employee Incentive Program
Energy Pacific
A Joint venture ofEnova Corporation RosemealRedevelopmeigAgency
and Pacific Enterprises
THE KOLL COMPANY Operations Manager
Newport Beach,CA
• Directed operation of Koll Center Irvin, 1.2 million square foot high-rise office park.
• Reduced energy consumption by 15% improving the operation of the Thermal Energy Storage System.
• Administered service contracts for engineering, security, parking,janitorial and landscape services.
•
• Supervised tenant improvement work.
• Coordinated operation functions of new project through development to asset management.
CUSHMAN AND WAKEFIELD Chief Engineer
Los Angeles, CA
• Developed an aggressive$3.0 million annual utility budget based on a 20% reduction.
• Hired, trained and supervised 22 engineering personnel operating a 4000 ton HVAC plant.
• Introduced thermal storage feasibility study and managed TES design contract.
• Supervised engineering design contract for Los Angeles City Fire sprinkler retro-fit.
• Introduced a computerized energy management system to enhance and streamline operations.
• Developed an operations manual for the mechanical systems in the facility.
TEXACO INC. Marine Engineer
Port Arthur,TX
• Operated 12 of 16 vessel in Texaco's U.S. fleet, advancing to Chief Engineer.
• Directed operations of engine room power plants and related support systems.
• Supervised, managed licensed and unlicensed personnel.
• Established relationships with shipyard superintendents, representatives and marine inspectors.
• Planned and directed scheduled inspections and emergency repair functions in an efficient and
economical manner.
CERTIFICATION:
• Association of Energy Engineers- C.E.M. Certified Energy Manager
• United States Coast Guard License- Chief Engineer
Training and Continuing Education
• MS Word 6.0 CATAPULT
• Access 2.0 Excel 5.0 Advanced LOGICAL OPERATIONS
• Institute Facilities Management Training APPA
• Performance Contracting AEE
• Professional Time Management TRW
• Professional Effectiveness TRW
Achievements
• STAR(Special Talent Achievement Reward)TRW
• XV Annual Energy Technology Conference, Washington, D.C. Speaker,
Manuscript Energy Management Systems For Commercial High-Rise
• Los Angeles Department of Water& Power Award of Excellent for Energy Management
Organizations
• APPA Association of Physical Plant Administrators
• ASHRAE American Society of Heating Refrigeration and Air-conditioning Engineers
• AEE Association of Energy Engineers
• IDEA International District Energy Association
Energy Pacific
A Joint Venture of Enova Corporation RosemeaiHedeve/apmemdgency
and Pacific Enterprises
Joe Shiau, P.E., C.E.M.
Energy Engineer
Project Responsibility: Mr. Shiau will be the Lead Energy Engineer for the Simi Valley Unified
School District Performance Contract. Mr. Shiau will be responsible for energy audits, conceptual and
preliminary design, feasibility studies, engineering analyses, energy modeling, utility bill analyses, HVAC
construction support, system balancing and commissioning, and results monitoring and verification. He
will be a hands-on lead engineer for the project to ensure the integrity of all technical information are
delivered to the District.
Education:
Master of Science in Mechanical Engineering,University of California, Berkeley,CA
Bachelor of Science,National Central University,Taiwan
Professional Registration:
Registered Professional Engineer in Mechanical Engineering, State of California and Nevada
Certified Energy Manager,Association of Energy Engineers
Qualifications & Experience: Mr. Shiau is the Energy Engineer of Engineering and Auditing for
Energy Pacific's Commercial Sales and Marketing Groups. He is responsible for energy studies, auditing,
cost estimating, and conservation results verification. Prior to this assignment, he was the energy
simulation specialist and project manager at the Energy Resource Center of the Gas Company at Downey,
CA. He also worked for the Southern California Edison Company for 12 years, with various capacities in
project management, project development using energy efficient innovations, HVAC system
troubleshooting, Title 24 compliance, and lead mechanical design engineer in a multiple discipline
environment, regulated by various governmental agencies. In addition, he managed several energy retrofit
projects for local universities in the Southern California. Before that, Mr. Shiau worked for Fluor Corp.
and KVB, Inc. at Irvine, CA. His responsibilities included project engineering, field testing, modeling,
design, analysis, and construction support.
Relevant Project Experience:
•
City of LA Performance Contracting Ener Pacific,Energy Pf Energy Engineer
Performed a preliminary energy audit using outside contractors. Identified several conservation
measures and 40%of savings for a public library, a police station, and an animal shelter.
Redondo Beach Unified School District Energy Pacific, Energy Engineer
Preliminary audits for a FEMA funded lighting and ceiling retrofit.
Los Angeles Unified School District Energy Pacific, Energy Engineer
For the Bond BB air conditioning addition program, developed a statistical estimating algorithm
and standard mechanical costs; working with equipment suppliers to obtain the best value and
quotes below the market prices. Conducted job walks with contractors to validate the estimate.
Pomona Unified School District Energy Pacific, Energy Engineer
Preliminary audits for a FEMA funded lighting retrofit.
UC Irvine So Cal Edison, Project Manger
Energy Pacific
A Joint Venture or Enova corporation BpsemeahfedeveJnpmentAgency
and Pacific Enterprises
Design assistance for the new construction of Neuroscience Building. Collaborated with the
university architect to identify and implement several energy efficient measures.
Cal State Fullerton So Cal Edison, Project Manager
Managed a show case central plant retrofit project, co-funded by several organizations.
Rebuild-LA So Cal Edison, Mechanical Engineer
Design-built in a fast track building renovation project in 3 months. Converted an abandoned
service center to a Regional Job Training Center at the City of Compton. Solicited and obtained
donations exceeding$10,000 from HVAC and fire alarm equipment suppliers.
Navy Trenton Air Base and Marine Camp Pendleton KVB, Inc., Test Engineer
• Performed a series of HVAC and central boiler plant optimization projects; conducted hands-on
boiler tuneup and efficiency testing.
Relevant Project Experience:
Park LaBrea Heating Study So Cal Gas Co., Energy Analyst
Performed a detailed energy audit for a 4.000 unit high rise and gated commercial apartment
complex, reconciled all end use consumption; identified 20% savings opportunities and a
significant billing error in the past.
Sea World,San Ontonio Energy Audit Energy Pacific, Energy Engineer
Performed a preliminary energy audit for all mechanical systems in the amusement park. Large
scale conservation opportunities, including fuel switching and motor upgrade, are identified.
San Fernando Juvenile Hall Energy Pacific, Energy Engineer
Performed a post commissioning verification of savings resulted from a major energy retrofit.
Community of the Future Preliminary Study So Cal Edison Co., Engineer
Performed a conceptual design and detailed cost estimate, evaluated two competing consultants'
designs and developed a third design alternative. The design configuration included a small co-
generation and large heat pumps for a centrally heated and cooled community with 200 houses.
The recommendations are being implemented in a military housing project at Fort Irvin currently.
Professional Affiliations:
American Society of Heating, Refrigerating, and Air Conditioning Engineers(ASHRAE)
Association of Energy Engineers(AEE)
National Fire Protection Association (NEPA, 1995)
Illuminating Engineering Society(IES, 1995)
Energy Pacific
A Joint Venture of Enova Corporation ROsemeadRe//evetppmentpgency
and Pacific Enterprises
James L. Reese,P.E.
Energy Systems Engineer
Project Responsibility: Mr. Reese will be responsible for the identification and evaluation of energy
savings opportunities for the Simi Valley Unified School District Performance Contract. Mr.Reese will
analyze the results of energy audits and perform feasibility assessments of possible energy conservation
measures to determine the optimum approach to energy utilization for the School District. This will
include developing preliminary designs for operational and equipment modifications, analyzing energy and
cost impacts, and determining the cost effectiveness and return on investment of the most attractive energy
conservation measures.
Education: •
Bachelor of Science- Mechanical Engineering, Duke University School of Engineering
Professional Registration:
Registered Professional Engineer, Mechanical Engineering, State of California
Qualifications and Experience: Mr. Reese has over twenty years engineering and project management
experience in the design, application, and evaluation of energy systems and energy conservation measures
in commercial and industrial facilities. This experience includes the design, installation,and evaluation of
commercial HVAC systems, industrial combustion equipment, and utility generating systems.
Prior to joining Energy Pacific, Mr. Reese was a Mechanical Engineer with San Diego Gas & Electric. He
provided engineering services to commercial and industrial clients in the areas of demand side
management,cogeneration,energy monitoring, and evaluation of advanced energy technologies. These
services included the identification of energy conservation opportunities, performing engineering
feasibility assessments,equipment design and installation, and project management. Examples of energy
conservation technologies installed at customer facilities include adjustable speed drives applied to air
L handler fans, cooling towers,and water pumps; primary/secondary chilled water pumping; high efficiency
boilers, and the optimization of hot water/steam systems and compressed air systems.
As a consulting engineer, Mr. Reese served as Project Manager on projects that included the design and
evaluation of high efficiency heat pump systems for commercial and residential applications, the
-- installation of the first catalyst air heater applied to a utility steam boiler, the design and retrofit of low
NOx burners at industrial facilities, and the retrofit of emissions controls for gas turbines.
Relevant Project Experience:
HVAC Upgrade Project SDG&E Project Manager
City of Chub Vista
Project involved the upgrade of HVAC systems on four municipal buildings. These systems
included replacing a 120 Ton central chiller, installing high efficiency air-source and water-source
heat pumps, and replacing package gas/electric units with high efficiency units.
Retrofit of ASDs on Air Handlers and Cooling Towers SDG&E Project Engineer
Energy Pacific
A mint venture or Enova Corporation Rosemead ReleuempmentAgency
and Pacinc Enterprises
San Diego Convention Center
Project involved the retrofit of adjustable speed drives to several air handlers and the cooling
towers for energy conservation. The retrofit of the air handlers included the use of CO2 monitors
to optimize ventilation rates.
Installation of High Efficiency Cooling Towers SDG&E Project Engineer
Commercial Buildings in San Diego
Projects involved the modification or retrofit of cooling towers at several commercial buildings in
to reduce energy consumption while not impacting quality of air conditioning supplied to the
buildings.
Other Project Experience:
Feasibility Assessment of Municipal Water Pumping Options Project Manager
Evaluated I.C. engines and electric motors for water pumping at
14 municipal water pumping districts.
Installation of Catalyst Air Heater Project Manager
SCE Mandalay Generating Station
Development of System-Wide RECLAIM Compliance Strategy Project Manager
City of Burbank Public Service Department
Demonstration of Innovative VOC Emission Control Technologies Project Manager
Selected Industries in Greater Los Angeles area
Evaluation of Alternatives to Electrifying Ships in Port Project Manager
Subcontractor to Bechtel Corporation for Port of Long Beach
Evaluation of Ground Source Heat Pump for Water Heating Project Manager
Southern California Edison
Demonstration of Furnace Injection of Lime for SO2 Control Project Manager
U.S. Department of Energy
Demonstration of Methanol and Liquified Coal as Utility Boiler Fuels Project Manager
Electric Power Research Institute
Professional Affiliations:
American Society of Heating, Refrigerating, and Air Conditioning Engineers (ASHRAE)
Association of Energy Engineers (AEE)
Energy Pacific
A Joint Venture of Enova Corporation Hosemeadfedeuelopmenhloncy
and Pacific Enterprises
SECTION D. MANUFACTURERS & SUBCONTRACTORS
Energy Pacific's approach in the selection of products and system manufactures for the City of
Rosemead will depend upon a number of factors. Such as: price vs. quality, which equals long term
savings; manufacturers ability to service products and equipment, as well as manufacturer trained
secondary support technicians; manufacturer's history of reliability in delivering products and
services along with warranties and secondary support.
Please see manufactures listed below:
Air Conditioning and Chillers Carrier
Sun
Trane
York
Marvair
Bard
Lennox
Lighting Philips
Lithonia
Pumps PACO
Bell & Gossett
Motors General Electric
Westinghouse
Control Systems Andover
Teletrol
Johnson
Honeywell
Variable Frequency Drives Robicon
General Electric
ABB
Toshiba
MECHANICAL SUBCONTRACTOR
ACCO the current Rosemead City Hall building operations contractor will be the mechanical
subcontractor on this project. ACCO provides all HVAC contracting services for commercial, retail,
and critical process facilities. With 925 qualified employees ACCO has demonstrated superior
performance with projects ranging in size from $1,000 to $50 million. ACCO is licensed in
California (#120696) as well as: Alabama; Arizona; Colorado; Hawaii; Illinois; Maryland; Nevada;
New Mexico; Oregon; Texas and Washington. ACCO maintains appropriate insurance's and is
bonded by Fidelity and Deposit Company of Maryland.
12
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Energy Retrofit Project
Energy Pacific
A Joint Venture of Enona Corporation RosemeadIedeve/opmenlApency
and Pacific Enterprises
LIGHTING SUBCONTRACTOR
Energy Pacific has relationships and alliances with a number of lighting retrofit contractors. For the
City of Rosemead project Energy Pacific will evaluate the scope of the lighting project, present a
performance criteria to our lighting allies and select the contractor with the best and most cost
effective solutions
iL
•
13
Request for Qualifications
Energy Retrofit Project
Energy Pacific p p
A Join'Venture of Enova Corporation ROsemeadRedeve%pmenlAgencf
and Pacific Enterprises
SECTION E. VERIFICATION OF ENERGY SAVINGS
Our overall approach to M&V is consistent and in compliance with the FEMP M&V Guidelines.
Measurement and verification approaches for determining ECM results are focused upon a multi-
stepped technical approach using engineering calculations and documentation review, on-site
inspections, and project-specific impact assessments (each with increasing levels of metering and
instrumentation).
1. The Technical Measurement and Verification Processes
The purpose of the overall M&V effort, is to provide a known and agreed-upon measurement of
the ECM results at the least cost method that is appropriate for the ECM investment and savings
risk. The methods rely on pre- and post-installation observations, inspections, and measurements,
to ascertain the actual implementation and operation of the ECMs. This includes specialized
approaches using various levels of on-site measurements, metering and the establishment of
reasonable and realistic baselines.
The M&V process has two components: (I) verification that the ECMs have the potential to
perform to the estimated savings, and (2) verification of the ECMs performance (i.e., that the
savings are actually being achieved). As such, the majority of M&V applications deal with
determining the impact of specific ECMs and their technical performance. While the M&V
guidelines note broad-scale approaches such as utility billing analyses which may be used, these are
typically applied to a lesser degree in actual applications in larger facilities and more complex
ECMs. Correspondingly, the focus of our approach centers on providing M&V protocols for
specific end-uses and ECMs.
The FEMP guidelines clearly identify specific M&V protocols at the ECM level. These begin, as
does our approach, with the utilization of the initial survey and engineering work to establish
reasonable and accurate baseline conditions. Frequently, relatively short-term or simple
measurement and monitoring can be put in place at the initial on-site investigations, to support
baseline detemtination. Another critical implementation step for the ECM, which can significantly
support good M&V practice, resides in the commissioning activities. At the same time that an
ECM is commissioned, several M&V objectives, observations, and data gathering functions can be
achieved. Often, this is the first opportunity for the post-installation.conditions to be accurately
observed and measured.
Within this context, the technical process of M&V is applied to the on-going ECM development.
In this sense, M&V is viewed to be an integral part of the overall process of the ESPC. Multiple
steps are undertaken for the M&V which are analogous to the ECM estimation and development
processes. Detailed engineering parameters are reviewed to improve the technical estimates of the
ECMs, particularly
those used on the original estimation. This may be especially important for complex technologies
or applications where engineering factors tend to be uncertain.
Major steps in the Technical M&V process are:
14
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Energy Retrofit Project
Energy Pacific
A Joint%amnre of Enna Corporation BosemeadRedemetopmentAgency
and Pacific Enterprises
a. Engineering Review: Engineering calculations and documentation are reviewed as the first
level of technical verification. Critical engineering parameters and facilities/systems
characteristics to be assessed are identified. For larger projects, this step results in a Project-
Specific M&V Plan.
b. On-Site Inspections: The second level of verification is the performance of on-site inspections.
This focuses on measuring and verifying energy conservation measure data which are readily
quantified in a few hours of on-site effort, (e.g., equipment rating, quantities, and applications).
Diagnostic measurement, such as spot wattage, amperage, etc., are also collected. Short-term
interval data may be monitored in this approach. Both pre- and post-installation inspections are
used.
c. Project-Specific Impact Assessments: Site-specific evaluations are performed using metering
and instrumentation. Monitoring of critical engineering parameters which vary over time are
most critical. The methods focus on quantifying factors of variance which are of importance to
the larger and perhaps more complex technologies. The exact measurements taken are
dependent on the particular technology. Also, the monitoring time period varies depending on
the characteristics of the technology and its use.
2. Technology Classification
Technology classification is performed aggregating similar technologies by their energy
performance and end-use characteristics. The technology classification is used to determine the
application of different levels of technical measurement and verification. Specific metering and
instrumentation is needed for different technology classifications. The FEMP M&V Guidelines
present three levels of M&V (Options A, B, and C) and Energy Pacific's M&V Protocol defines
three levels of complexity for ECMs to which M&V must respond. Our generalized approach
further desegregates these aspects into four technology classifications, providing greater detail to
define the technology type and its application to enhance the M&V techniques, and to remain fully
consistent with the guidelines.
The performance and application of an energy and demand impacting technology can be
characterized by: (1) the type of ECM technology, (2) the performance of the technology, and
(3) the application and use of the technology. Furthermore, Technology Type can be either an
efficiency improvement or a control improvement. Technology Performance can be either constant
or variable performance. Other key factors which affect the application and use of the ECM
technologies include: loading sequence, usage schedules, and multiple systems interactions.
The benefit of this approach is that while compliance to all guidelines is achieved, more detailed
characteristics of the technology are considered in the M&V development.
15
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Energy Retrofit Project
• Energy Pacific
A Joint Venture of Enova Corporation Bosemeadledevelopmen/Agency
and Pacific Enterprises
Technology Classification Examples
.Technology ;..- _ Technology Performance -
._1:YPe •- :7 Cotmlmt . - ':. Variable:
Efficiency Improvement Efficient motor for constant speed fan • Efficient motor on
• Efficient ballasts and lamps for switched variable volume fan or
•
lighting pump
• Efficient air conditioning
Control Improvement • Time control on end-use equipment • Daylight dimming control
• Duty cycling of constant volume pump for lighting
or fan • Chilled water reset
Occupancy sensors on lighting
Levels of M&V
The table below presents a summary of "checks and measurements" generally included within each
level of technical verification. The Engineering Review checks many critical parameters for the
engineering estimates of the ECM technology. However, the verification of these is limited because it
does not incorporate independent on-site data. The on-site inspections, for example, provide expanded
measurement and verification capability through independent measurements. However, the on-site
inspections are also limited since they do not fully measure more complex energy relationships and
engineering parameters which can vary over time. On-site measurements are used to extend beyond
the limitations of the on-site inspections. This third-level measurement and verification method
includes the measurement, and/or monitoring, of critical engineering parameters over a time period.
Ultimately, the most technically appropriate and cost effective M&V approach is determined by the
characteristics and applications of the technologies. The approach must apply site-specific and ECM-
specific designs to develop and implement the M&V plans.
Engineering Review(Used for Project-Specific Evaluation Plans)
• General Characteristic Data(e.g.,size.age,billing data.etc.)
• Technology Application Description,Schematics
• Energy and Demand Algorithm
• Equipment Type
• Equipment Quantities
• Equipment Input Ratings
• Equipment Operation Schedules.Peak and Off-Peak
• Sequence of Operations
• Equipment Part-Load Performance Ratings
• Equipment Load Profiles
• Process/End-Use Efficiencies(e.g.,widgets/kWh)
• Interactions with Other Systems
On-Site Inspections(Used for On-Site Verification)
• On-Site Observations of Above Items
On-Site Measurements(Used for Project-Specific Impact Assessments)
• Above Items
• On-Site Measurements of Critical Engineering Parameters
16
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A,oin,Venture of Enoca Corporation ROsemeadRedevetepmentAgency
and Pacific Enterpnses
SECTION F. MAINTENANCE & OPERATIONS
Per the instructions in the Request for Qualifications, this section lists the operations and maintenance
services Energy Pacific provides. Given the scope of the City's project, it is unlikely such a wide range
of Energy Pacific's services will be required. Energy Pacific will tailor our services to fit the specific
needs of the City of Rosemead.
Energy Pacific's preventive maintenance is a scheduled maintenance program that prevents
breakdowns. Our plan is designed to ensure that worn out components are replaced before they
malfunction. A short, scheduled shutdown on a shift when the equipment can be released results in
high reliability when it is scheduled to be in use. Customer satisfaction is priority one. If critical
equipment fails unexpectedly, the repair time might have a negative impact on the customer's
product.
The predictive maintenance plan used by the O&M Team includes the measurement of equipment,
under operating conditions, to detect symptoms that are "out of line with physical parameters and
classify the causes. It includes planning and scheduling the right repairs at the right time and results
in improved system reliability and extended useful life of assets at the most reasonable cost. The
main focus of predictive maintenance is to identify specific repair needs soon enough so that required
materials and trade skills can be planned and scheduled for a time when the equipment is not needed.
It also includes the identification of critical spare pans with an associated procurement plan. For
example, if critical parts are not readily available locally, they will be procured and held in stock by
the O&M Team. The predictive maintenance plan is customized for each ECM based on
manufacturer's recommendations and Energy Pacific project experience.
To support the plan, maintenance team members are provided with log books for recording daily
events and a preventive maintenance program for regular daily, weekly, monthly, semiannual, and
annual maintenance procedures. Procedures developed from the manufacturers' manuals, best
industry practices, and any relevant customer directives or regulations include repairs, replacements,
inspections, tests, calibrations, cleanings, lubrications and testing that are required to be
accomplished periodically. These actually are scheduled on a monthly, quarterly, semi-annual, and
annual basis. In addition, this information is recorded in a database for tracking maintenance events,
both planned and performed, to assist the technicians assigned in keeping the maintenance on-
schedule and up-to-date, and to demonstrate to the customer the level of work performed.
Boiler Improvements: Energy Pacific intends to provide complete O&M on all projects where major
renovation/replacement of the boilers are proposed. In those projects where existing systems will be
modified to a lesser degree, each component will be evaluated on its own merits.
Operation of boilers will be monitored by a computer control and monitoring system (CCMS).
Proper boiler operation will be verified by measuring stack temperature, particulate matter in the
exhaust, fluid levels, chemical balance and steam pressure. CCMS operation will be continuously
monitored with built-in quality assurance routines. Any deviation from normal operation of the
17
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation RosemeadRodevetopmentAgency
and Pacific Enterpnscs
boilers or CCMS will cause notification of on-site users. We will use our remote maintenance and
monitoring equipment to periodically verify proper control system operation.
Boilers will be visually inspected checking for soot, dust, discoloring, water leaks and flame color
monthly. Boiler water will be chemically tested quarterly against developed standards for pH,
mineral content, rust and other particulate matter.
Energy Pacific utilizes a maintenance and inspections schedule to include the monitoring of stack
emissions, temperature at exhaust, burners (flame, pilot, ignite), gauges, steam pressure, leaks, water
level, relief valve (safety items) to assist in the early detection of potential problems.
Chiller Improvements: Energy Pacific intends to provide complete O&M on all projects where major
renovation/replacement of the chiller is proposed. In those projects where existing systems will be
modified to a lesser degree, each component will be evaluated on its own merits.
Operation of chillers will be monitored by a CCMS. Proper chiller operation will be verified by
measuring all essential parameters of the chillers including water temperature (in and out), refrigerant
pressure (high and low), flow rates, and automatic control actions. CCMS operation will be
continuously monitored with built-in quality assurance routines. Any deviation from normal
operation of the chillers or CCMS will cause notification of on-site users. In those facilities where
operation is retained by government forces, we will use our remote maintenance and monitoring
equipment to verify proper control system operation.
Chillers will be inspected quarterly for oil leaks, water leaks, general cleanliness, bearing noise or
other abnormal sounds. Chiller water will be chemically tested semi-annually against developed
standards for pH, mineral content, rust and other particulate matter. Where installed, hot gas bypass
or chilled water bypass systems will be tested semiannually. A cooling tower retrofit will be
inspected quarterly, checking the water circulation system, any fans and controls, all motors and
drive systems, ceramic elements and water chemistry.
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from their extensive field experience and manufacturer's recommendations. This
approach includes such items as cleaning and inspection, lubrication, charging units (with the use of
a recovery unit), minor repairs, (i.e., tighten helts/screws), and scheduled major repairs.
Energy Management Control System (EMCS)Building Automation System (HAS): Energy Pacific
intends to provide complete O&M on all projects where major installation/renovation/replacement of
the system is proposed. In those projects where components are added to an existing system, the
impacts to the system and the operation will be evaluated on their own merits.
Energy Pacific will provide monitoring and control services at a level appropriate to the facility. For
example, one facility might require monitoring and control 24 hours a day, 7 days a week where as
another might only require an alarm in the housing facility and a phone number to request service.
Where appropriate, remote control and monitoring will be used to ensure the required response level
for the facility.
18
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation RosemeadRedeVe/opmenhAgencf
and Pacific Enterprises
Any control and monitoring system (computer or manual) used will be tested semiannually for
correct calibration and operation of each control and monitoring point. Monitoring points will be
measured with control test equipment and results will be compared with results from the control
equipment. Each control point will be activated (in a manner that will not endanger the integrity of
the system) and proper control function verified. Any point or control out of calibration or operating
performance specification will be recalibrated.
The BAS/EMCS will be inspected and checked for control and measurement of inside/outside air
temperature and the associated equipment controls.
Heating, Ventilating and Air Conditioning: Energy Pacific intends to provide complete O&M on all
projects where renovation/replacement of the unit is proposed. In those projects where existing
systems will be modified to a lesser degree, each component will be evaluated on its own merits.
Energy Pacific will provide operations procedures appropriate to the size and complexity of the
ECM. For example, a window air conditioner may only require a small operations manual and our
phone number for call-back, while a cooling tower and control retrofit would require sophisticated
control and monitoring of the system, weather conditions and conditions within the cooled space.
Energy Pacific will also provide maintenance appropriate to the ECM. Window air conditioners will
be inspected, cleaned and repaired, if necessary, at the beginning of each cooling season and
inspected and protected with dust covers, etc., at the end of each cooling season.
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from their extensive field experience and manufacturer's recommendations. This
approach includes checking and adjusting controls, cooling towers, water systems, air handler
controls and economizers.
Lighting Improvements: Operation of lighting ECMs would depend on the use of the lighting
system. A system used for security or protection of life and property will require sophisticated
monitoring and control. In this case Energy Pacific will monitor the light levels in the area and
operation of individual fixtures.
Energy Pacific intends to utilize group relamping (which includes a complete fixture cleaning) at
80% of lamp life. The lamps that fail between group relamping (premature failure) will be replaced
upon failure. The replacement of those lamps at small projects (where full time personnel are not
justifiable) would be best handled by the organization itself. In that circumstance, Energy Pacific
will provide replacement lamps on-site for premature failures at no expense to the organization.
Premature ballast failures can usually be corrected by Energy Pacific within 24 hours of notification.
Calibration of occupancy sensors and daylighting controls will be accomplished by Energy Pacific.
Energy Pacific utilizes a defined quick response approach to lighting improvements which includes a
local telephone contact for building tenants to report equipment failures. A scheduled group
19
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Eno.a Corporation ROsemeadRedeve/epmenhARencY
and Pacific Enterprises
revamping approach to lighting improvements is also utilized to maintain satisfactory lighting levels
and service. Calibration of occupancy sensors and daylighting controls is validated semiannually.
Building Envelope Modifications: The operation and maintenance of these items will typically be
minimal. Insulation will be visually inspected where possible and checked with infrared sensors for
proper insulating properties. All seams and building penetrations will be checked to ensure they are
sealed by inspecting caulking, rubber seals, etc. Windows will be inspected and tested for integrity of
the seals, checked for leaks, discoloration, fogging, cracking or breakage. Reflective material will be
visually inspected for loss of bonding or cracking. Any discrepancies found will be corrected.
Energy Pacific develops a site-specific plan customized to the unique charateristics of the measure.
For example, insulation will be visually inspected where possible and checked with infrared sensors
for proper insulating properties. All seams and building penetrations will be checked to ensure they
arc sealed by inspecting caulking, rubber seals, etc. Windows will be inspected and tested for
integrity of the seals, checked for leaks, discoloration, fogging, cracking or breakage. Reflective
material will be visually inspected for loss of bonding or cracking.
Chilled Water and Chilled Water Piping Systems, Hot Water and Steam Distribution Systems:
Energy Pacific will operate the hot water distribution systems according to the size and complexity
of the installed ECM. Large centralized steam distribution systems will be controlled and monitored
locally and at a central control point. Small hot water heater installations will be operated by the
customer with training from Energy Pacific on safe and proper operation. Energy Pacific will
provide a local telephone help line for support and service.
Energy Pacific will provide maintenance for all installed ECMs. Large steam systems will be visually
inspected semiannually according to developed standard procedures. Smaller hot water systems will
be inspected at the beginning of each fall season. All tanks will be drained and cleaned, anodes
inspected and replaced, traps inspected and cleaned and dielectric couplings will be inspected
annually.
Preventative maintenance schedules arc utilized by Energy Pacific that include monitoring the pH,
electrical conductivity and chemical levels for water balance, testing the function of the system (i.e.,
heating elements, steam traps, pumps and pump motors).
Electric Motors and Drives: Electric motors will be operated by motor control centers within the
facility ranging from simple circuit breaker panels to sophisticated variable speed controls with
backup and remote monitoring and control. Operational decisions will be made based on the needs of
the facility involved.
All motors and control systems will be inspected annually. Visual inspections will be performed
looking for dust, moisture, oil or grease leaks, discoloring of the housing or any windings, arcing,
abnormal noises or odors. Wiring, connections and circuit breakers will be visually inspected and
functionally tested annually. Sealed bearings will be replaced at 80% of the expected life. Non-sealed
bearings will be lubricated according to the manufacturer's schedule.
20
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Copui tion Rosemeadfedeve/opmenlAgency
and Pacific Enterprises
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from their extensive field experience and manufacturer's recommendations. This
approach includes inspection of motors and motor drive equipment for excessive bearing noise and
wear and unrestricted cooling air flow.
Refrigeration: Refrigeration systems will be operated by the customers with telephone and/or on-site
support by Energy Pacific. Training will be provided and copies of manufacturers instruction
manuals will be made available on-site.
Refrigeration units will be inspected quarterly by Energy Pacific. Filters, drip pans, drains and coils
will be visually inspected and cleaned. System tests (compressor and refrigerant) will be performed
according to the manufacturer's recommendations or modified per conditions in the installation.
Examples would be heavy use in a dormitory or barracks arrangement or light use in a housing unit.
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from their extensive field experience and manufacturer's recommendations.
Electrical or Cogeneration Systems: Energy Pacific intends to provide complete O&M on all
projects that include electrical or cogeneration systems.. The cogeneration system will be operated by
Energy Pacific on-site personnel. The facility will be monitored using the CCMS and results made
available to the local facility.
Generators and controls will be inspected quarterly. Visual inspections will be performed looking for
oil or fuel leaks, coolant leaks or steam leaks. Inspections will be performed on bearings drive
systems and controls. All inspections and maintenance will be set up according to the manufacturers
recommendations as modified by the facilities needs.
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from manufacturer's recommendations.
Renewable Energy Systems: Energy Pacific intends to provide complete O&M on all projects that
include renewable energy systems. Operation of these ECMs will depend on the system installed and
can arrange from sophisticated controls and monitoring for wind generation systems, to simple
temperature monitors and vane controls on small passive solar installations, and hybrid power
equipment on photovoltaic installation.
Energy Pacific utilizes a schedule maintenance inspection approach with clearly defined monitor
points developed from their extensive field experience and manufacturer's recommendations. This
approach includes inspection of the solar array for defects, loose connections, or soiling; inspection
of the power conditioning system, for associated equipment controls, (e.g., battery charge regulation,
solar array peak power tracking, etc.); and inspection of all auxiliary power systems including
batteries for equalization and engine generators for run-time maintenance as required.
21
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation BusemeadfedevelopmentAgencv
and Pacific Enterprises
Maintenance will be based on manufacturer's recommendations and conditions of use in specific
installations.
Electric Distribution Systems: Energy Pacific intends to provide complete O&M on all projects that
include modification to the electric distribution system. Operation of electric distribution systems
will be performed using local monitoring panels for small systems, to full remote monitoring and
control for large power conditioning systems. On small systems, where government operation is
desired, facility personnel will receive training and telephone, or on-site, support as needed. Larger
systems will be provided with local alarms along with the remote monitoring and control. If the work
load exceeds an employee year, on-site support centers will be used to support the ECM.
Distribution systems will be visually inspected annually looking for heating of connections or wiring,
moisture and cleanliness. All connections will be inspected using an IR detector and tightened if any
heating is detected. Phase balance, power factors and ground currents will be tested and load
corrections made to correct unbalanced conditions.
Energy Pacific utilizes a scheduled maintenance inspection approach with clearly defined monitor
points developed from manufacturer's recommendations.
Water and Sewer Conservation Systems: Energy Pacific intends to provide complete O&M on all
projects that include water and sewer conservation systems. The specific operation of water & sewer
systems will be will be predicated on the type and use of the system, from complete operation on a
potable water system with major upgrades to maintenance only on low flow toilets and showers. On
small systems where government operation is desired, facility personnel will receive training and
telephone, or on-site, support as needed. If the work load exceeds an employee year, on-site support
centers will be used to support the ECM.
Energy Pacific maintenance personnel will make periodic inspections of piping and valves to identify
any potential problems. Gate valves and intermediate valving points will be exercised on a periodic
basis to ensure workability and seal integrity. Pressure regulators will be monitored to ensure that
flow pressures remain within the capacities of the valving and piping.
22
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Eno.a Corporation RosemeadRedere/ppmentAgency
and Pacific Enmrprives
SECTION H. EXPERIENCE
Los Angeles County
Montebello Unified School District
Energy Retrofit of District Schools
Montebello, California
Contact: Donald Yamagata
500 North Hendricks
Montebello, Ca 90640
213 887 3044
Energy Pacific Responsibility: Project Development, Project Management, Sub-Contracts, and
Construction Management
Type of Contact: Guaranteed Performance
Contract Amount: $12,000,000
Start Date: November 1996
Current Status: Installation of Lighting and Ceilings 50% complete
Completion Date: Lighting and Ceiling will be complete March of 1998. HVAC and Mechanical is
scheduled for June of 1998
Project Scope.: Lighting Retrofit, Ceiling Upgrade, HVAC Controls, Chiller Replacements, Roof top
Package Unit Replacements, Pool Covers, Energy Controls, and Thermal Energy Storage Upgrades
Energy Conservation Opportunities Implemented:
• Energy Efficient Light Replacement (T-8 bulbs and Electronic Ballasts)
• High Efficiency Chiller (EER= 12.7)
• Energy Controls
• High Efficiency Roof Top Package Units (EER=12)
Savings Estimated per Year/Savings Realized per Year: $475,000/NA
FEMA Funding for Project: Lighting and Ceilings $5,000,000
23
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation Rosemeadfledeve/opmen/Agenci
and Pacific Enterprises
Redondo Beach Unified School District
FEMA Lighting Retrofit Project
Redondo Beach, California
Contact: Mr. Thomas Cox
1401 Inglewood Avenue
Redondo Beach, California
Phone: (310) 379-5449 Ext. 246
•
. Energy Pacific Responsibility: Lighting Design and Specification, Project Management,
Sub-Contracts, and Construction Management
Type of Contact: Guaranteed Performance
Contract Amount: $330,000
Start Date: June 24, 1997
Current Status: 100% Complete
Completion Date: January, 1998
Project Scope: Lighting Retrofit at Six(6) Elementary Schools
Energy Conservation Opportunities Implemented:
• Energy Efficient Light Replacement (T-8 bulbs and Electronic Ballasts)
Savings Estimated per Year/Savings Realized per Year: $21,755
FEMA Funding for Project: $262,000
)4
Request for Qualifications
Energy Retrofit Project
• Energy Pacific
A Joint Venture of Enova Corporation BOsemeadRedefle/OpmenM9ency
and Pacific Enterprises
Riverside County
Riverside Unified School District
Energy Retrofit of District Schools
Riverside, California
Contact: Mr. Wes Smylie
3070 Washington Street
Riverside, California 92504
Phone: (909) 788-7102
Energy Pacific Responsibility: Project Development, Project Management, Sub-Contracts, and
Construction Management
Type of Contact: Guaranteed Performance
Contract Amount: $4,000,000
Start Date: August 14, 1995
Current Status: 100% complete
Completion Date:, October, 1997
Project Scope: Interior and Exterior Lighting Retrofit, HVAC Controls, Chiller Replacements,
Cooling Tower Replacements, Roof top Package Unit Replacements, and Boiler Replacements, and
Addition of Pony Pumps and Pool Covers to Swimming Pools
Energy Conservation Opportunities Implemented:
• Energy Efficient Light Replacement (T-8 bulbs and Electronic Ballasts)
• Lighting Controls
• High Efficiency Chiller
• Energy Controls
• High Efficiency Roof Top Package Units
• High Efficiency Boilers
Savings Estimated per Year/Savings Realized per Year: $504,470/not verified by District
FEMA Funding for Project: None
25
Request for Qualifications
Energy Retrofit Project
• Energy Pacific p
A Joint Venture of Enova Corporation ROSemeadRedevetepmen jjgflcy
and Pacific Enerpnses
Santa Barbara County
Santa Barbara School Districts
Energy Retrofit of District Schools
Santa Barbara, California
Contact: Mr. Gary Grim
723 E. Cota Street
Santa Barbara, California 93103
Phone: (805) 963-4331
Energy Pacific Responsibility: Project Development, Project Management, Sub-Contracts, and
Construction Management
Type of Contact: Guaranteed Performance
Contract Amount: $1,400,000
Start Date: June 27, 1997
Current Status: Lighting Design 100% Complete, Performance Specification for Fire Alarm System
100% Complete, Lighting Construction awarded and forecast to start December 15, 1997
Completion Date: Estimated Completion October 29, 1998
Project Scope: Interior and Exterior Lighting Retrofit, Addition of Pony Pumps and Pool Covers to
Swimming Pools, and Design and Installation of Fire Alarm System at Santa Barbara High School
Energy Conservation Opportunities Implemented:
• Energy Efficient Light Replacement (T-8 bulbs and Electronic Ballasts)
Savings Estimated per Year/Savings Realized per Year: $263,377/NA.
FEMA Funding for Project: None
26
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation ROsemeadRedeVe/epmen1jgencf
and Pacific Enterprises
Orange County
Newport-Mesa Unified School District
Energy Retrofit of District Schools
Costa Mesa, California
Contact: Mr. Eric Jetta
2985-A Bear Street
Costa Mesa, California 92626
Phone: (714) 424-7545
Energy Pacific Responsibility: Project Development, Project Management, Sub-Contracts, and
Construction Management
Type of Contact: Guaranteed Performance
Contract Amount: $2,500,000
Start Date: June 20, 1996
Current Status: 100% Complete
Completion Date: October 17, 1997
Project Scope: Lighting Retrofit, HVAC Controls, Chiller Replacements, Roof top Multi-Zone Unit
Replacements, Boiler Replacements, Hot Water Heating Circulation Pump with VFD Replacement,
Replacement of Swimming Pool Heating System with Heat Generator and Back-Up Boilers
Energy Conservation Opportunities Implemented:
• Energy Efficient Light Replacement (T-8 bulbs and Electronic Ballasts)
• Lighting Controls
• High Efficiency Chiller
• Energy Controls
• High Efficiency Roof Top Package Units
• High Efficiency Boilers
• VFD for Hot Water Heating Circulation Pump
• Swimming Pool Heat Generator
Savings Estimated per Year/Savings Realized per Year: $270,000/not verified by District
FEMA Funding for Project: None
27
Request for Qualifications
Energy Retrofit Project
Energy Pacific
A Joint Venture of Enova Corporation RosemeadRedeve/opmengggency
and Pacific Enterprises
SECTION I. PROJECT BILLING AND INVOICE
Energy Pacific bills monthly for progress to date as agreed to by the appropriate personnel for Energy
Pacific and the City of Rosemead
Please see invoice on the following page.
28
Request for Qualifications
Energy Retrofit Project