SCOPE OF WORK 3rd Party Measurement and Verification Services SOW/A1232-01 3rd Party... · 3rd...

Document Format Revision (11/6/14)

SCOPE OF WORK

3rd Party Measurement and Verification Services

New Jersey State Prison Trenton, Mercer County, N.J.

PROJECT NO. A1232-01

STATE OF NEW JERSEY

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

DEPARTMENT OF THE TREASURY

Ford M. Scudder, Treasurer

DIVISION OF PROPERTY MANAGEMENT AND CONSTRUCTION

Steven Sutkin, Director

Date: July 15, 2016

PROJECT NAME: 3rd Party Measurement and Verification Services PROJECT LOCATION: New Jersey State Prison, Trenton, NJ PROJECT NO: A1232-01 DATE: July 15, 2016

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TABLE OF CONTENTS SECTION PAGE

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

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

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

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

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

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

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

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

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

1. DPMC Representative: ............................................................................................................... 5 2. Energy Savings Improvement Program: ..................................................................................... 5 3. Board of Public Utilities: ............................................................................................................ 5

VI. PROJECT DEFINITION ..................................................................... 6

A. BACKGROUND ............................................................................................................................ 6 B. FUNCTIONAL DESCRIPTION OF THE FACILITY .................................................................. 6

VII. CONSULTANT RESPONSIBILITIES ............................................. 7

A. SCOPE OF WORK ......................................................................................................................... 7 Task 1 (ID 9) - Audit Baseline Energy Use: ................................................................................... 7 Task 2 (ID 11) - Energy Savings Plan (ESP) Review: .................................................................... 7 Task 3 (ID 11) - Incentive Research and Analysis: ........................................................................ 8 Task 4 (ID 49) - Design Documents Review: ................................................................................. 8 Task 5 (ID 49) - Commissioning Observation: ............................................................................... 8 Task 6 (ID 49) - Measurement and Verification Plan: .................................................................... 9 Task 7 (ID 49) - Operations and Maintenance Plan: ....................................................................... 9

B. PROJECT COMMENCEMENT .................................................................................................. 10 1. Project Directory: ...................................................................................................................... 10 2. Site Access: ............................................................................................................................... 10 3. Project Coordination: ................................................................................................................ 10 4. Existing Documentation: .......................................................................................................... 10

VIII. GENERAL REQUIREMENTS ........................................................ 11


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A. SCOPE CHANGES ...................................................................................................................... 11 B. ERRORS AND OMISSIONS ....................................................................................................... 11

IX. SOW SIGNATURE APPROVAL SHEET ....................................... 12

X. CONTRACT DELIVERABLES ....................................................... 13

XI. EXHIBITS ........................................................................................... 14

A. PRELIMINARY ECM MATRIX B. NEW JERSEY STATE PRISON MAP – TRENTON C. ESP DEVELOPMENT & INSTALLATION SCHEDULE D. NEW JERSEY STATE PRISON ECM MATRIX – M&V OPTIONS PER IPMVP


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I. OBJECTIVE

The objective of this project is to serve as technical consultants to help evaluate energy conservation measures, verify projected energy savings and validate measurements for an energy savings project at the New Jersey State Prison in Trenton, New Jersey.

II. CONSULTANT QUALIFICATIONS

A. CONSULTANT & SUB-CONSULTANT PRE-QUALIFICATIONS

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

III. PROJECT BUDGET

A. CONSULTANT’S FEES The Consultant’s fees shall be based on the information contained in this Scope of Work document and the observations made and/or the additional information received during the pre-proposal meeting.

IV. PROJECT SCHEDULE

A. CONSULTANT’S PROPOSED SCHEDULE Exhibit ‘C’ shows a condensed schedule for the existing Energy Savings Plan. Using this schedule as a guide, the Consultant shall submit a project schedule with their technical proposal. The bar chart schedule developed by the Consultant shall reflect their recommended project activities and durations. A written narrative shall also be included with the technical proposal explaining the schedule submitted and the reasons why and how it can be completed in the time frame proposed by the Consultant.


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This schedule and narrative will be reviewed by the Consultant Selection Committee as part of the evaluation process and will be assigned a score commensurate with clarity and comprehensiveness of the submission.

V. PROJECT SITE LOCATION & TEAM MEMBERS

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

New Jersey State Prison 3rd and Federal St. Trenton, NJ 08625

See Exhibit ‘B’ for the project site map.

B. PROJECT TEAM MEMBER DIRECTORY The following are the names, addresses, and phone numbers of the Project Team members. 1. DPMC Representative: Name: William Golubinski, Manager of Energy Initiatives Unit Address: Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ 08608 Phone No: 609-273-3561 E-Mail No: [email protected] 2. Energy Savings Improvement Program: Name: James Langsdorf, Assistant Deputy Director Address: Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ 08608 Phone No: 609-633-8265 E-Mail No: [email protected] 3. Board of Public Utilities: Name: Michael Thulen, Project Manager Address: 44 South Clinton Avenue

mailto:[email protected]


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PO Box 350 Trenton, NJ 08625 Phone No: (609) 777-3338 E-Mail No: [email protected]

VI. PROJECT DEFINITION

A. BACKGROUND Pursuant to the Energy Savings Improvement Program Law (“ESIP Law”), N.J.S.A. 52:34-25, et seq., the State of New Jersey, Division of Property Management and Construction (DPMC) will be contracting with an Energy Services Company (ESCO) under project A1232-00, to develop an Energy Savings Plan (ESP) that can be implemented through a customized Energy Savings Improvement Program (ESIP) for the New Jersey State Prison. The ESCO will provide a proposal setting forth energy conservation measures (ECMs) for the facility through contracts in which the costs of the ECMs are paid for by the savings produced by the improvements. The State has obtained a preliminary independent energy audit from Miller Remick dated 1/12/2010. The audit and 24-months of historical utility billings for the facility and attendance at the mandatory pre-proposal meeting and site visit will serve as the foundation on which the Energy Auditing Consultant will base its proposal for this project, A1232-01 3rd Party Measurement and Verification Services, to be submitted in response to this Scope of Work. The term of this contract will commence with the Notice to Proceed prior to Task 1: Audit Baseline Energy Use and extend through issuance of the third anniversary annual report.

B. FUNCTIONAL DESCRIPTION OF THE FACILITY New Jersey State Prison, the oldest prison in New Jersey and one of the oldest correctional facilities in the United States, is the state’s only maximum security institution, housing the most difficult and/or dangerous offenders in the inmate population. The facility provides a level of custodial supervision and control beyond that of any other state prison. A multifaceted commitment to professional treatment services, including education and social work, is a priority at the facility.

mailto:[email protected]


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VII. CONSULTANT RESPONSIBILITIES

A. SCOPE OF WORK The Energy Savings Improvement Program requires that Measurement and Verification be performed per the International Performance Measurement and Verification Protocol [IPMVP]. The State of New Jersey seeks a professional firm to administer the IPMVP protocol being performed by the Energy Services Company [ESCO] contracted for this project. The State also requires the services of this company to provide Third Party Technical Review of engineering proposals being put forth by the ESCO. Numbers in parenthesis next to each task below refer to the ID number listed on the schedule provided by the ESCO, as shown in Exhibit ‘C’, where these tasks will start. The scope of work for this contract is as follows: Task 1 (ID 14) - Audit Baseline Energy Use:

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

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

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

o Details to confirm adherence to sampling plan. o Provide details of any baseline adjustments recommended.

Task 2 (ID 16) - Energy Savings Plan (ESP) Review:

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

• Assist in validation of proposed Energy Conservation Measures [ECM] and selection of those measures to form comprehensive Energy Savings Plan. A preliminary list of proposed ECM’s as supplied by Miller Remick is attached as Exhibit ‘A’. The ESCO will be submitting a list of ECM’s they create which is not limited to the scope of the ECM’s contained in the preliminary list.

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

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

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


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

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

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

Task 3 (ID 16) - Incentive Research and Analysis:

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

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

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

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

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

Task 4 (ID 18) - Design Documents Review:

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

• Constructability/Implementation feasibility to be conducted to ensure site is compatible with measures proposed.

• Review services and meeting participation will be required at 50% Design Development (DD) and 100% Final Design (FD) review sessions with DPMC and ESCO’s design consultants.

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

Task 5 (ID 20) - Commissioning Observation:

• Assist in development of preliminary commissioning plan for the proposed ECMs with ESCO’s commissioning agent.


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Task 6 (ID 21) - Measurement and Verification Plan:

• Together with ESCO, develop a measurement and verification plan for each measure selected in the Energy Savings Plan, prioritizing IPMVP options C (or D) for whole building analysis.

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

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

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

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

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

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

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

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

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

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

Task 7 (ID 21) - Operations and Maintenance Plan:

• Review ESCO’s preliminary Operations and Maintenance Plan. • Review and monitor ESCO’s training plan implementation.


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• Deliverable: Provide comments/recommendations on the Operations and Maintenance Plans.

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

B. PROJECT COMMENCEMENT

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

• C0607-00 96 Bed Prefabricated Housing Unit • C248 Alteration and Addition- Medical Annex • A1094-00 Cogeneration Feasibility Study • C0784-01 Cooling Tower Installation • C0754-00 Deaerator Tank Replacement • C0672-00 Electrical Distribution Alterations • C374 New Roof Fans- Wing 4 • C011 New Steam-line Minimum Security Unit • C0885-00 NJ State Prison Chiller Replacement


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• C0503-00 Oil Fired Boilers to Gas • C0325-00 Replacement Kitchen & Laundry Facilities

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

VIII. GENERAL REQUIREMENTS

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

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


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

Provide report of post installation M&V activities conducted:

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

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

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

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

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

Prepare Annual M&V Report:

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

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

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

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

• Include M&V activities conducted this period


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XI. EXHIBITS The attached exhibits in this section include supporting documentation to assist the Consultant in the project. A. PRELIMINARY ECM MATRIX B. NEW JERSEY STATE PRISON MAP – TRENTON C. ESP DEVELOPMENT & INSTALLATION SCHEDULE D. NEW JERSEY STATE PRISON ECM MATRIX – M&V OPTIONS PER IPMVP

END OF SCOPE OF WORK

EXHIBIT ‘A’

Preliminary ECM Matrix Buildings included in Audit

Facility Area

(Sq Ft) 01 Cell Wing #1 21,051 02 Cell Wing #2 21,680 03 Kitchen 17,457 04 Dining & Assembly 16,043 05 Commissary 15,127 06 Cell Wing #4 14,412 07 Cell Wing #3, #5 8,812 08 Classroom and Offices 11,710 09 Industrial Building 58,659 10 Laundry Building 10,339 11 Cell Wing #6 12,448 13 Cell Wing #7 21,600 14 North Wing 172,097 15 South Wing 78,254 16 Front House 18,525 17 Gymnasium 21,935 18 Powerhouse 33,094

TOTAL

Energy Conservation Measures for each Building (not limited to) A Lighting Level adjustment B Lighting Upgrades C Glazing Upgrades D LED Exit Signs E Multi-zone air handling units and energy recovery system F Re-Roofing G Building HVAC Controls Upgrades H Laundry Building – Washing Machine Upgrades I Kitchen Refrigeration Upgrades J Cogeneration Facility

ID Task Mode

Task Name Duration Start Finish

1 New Jersey State Prison, Trenton 994 days Tue 5/3/16 Fri 2/21/20

2 Kick off Meeting 0 days Tue 5/3/16 Tue 5/3/16

3 Prepare RFP for ESIP ESCO 9 wks Fri 5/6/16 Thu 7/7/16

4 Issue RFP for ESIP‐ESCO 0 days Tue 7/12/16 Tue 7/12/16

5 ESCO procurement 9 wks Tue 7/12/16 Mon 9/12/16

6 Pre‐bid Conference 0 days Thu 8/11/16 Thu 8/11/16

7 ESCO Proposals Due 0 days Tue 9/13/16 Tue 9/13/16

8 ESCO Selection 4 wks Tue 9/13/16 Mon 10/10/16

9 DOT ESCO Award 0 days Mon 10/10/16Mon 10/10/16

10 Prepare RFP for 3rd Party Measureme 3 wks Fri 7/1/16 Thu 7/21/16

11 M&V procurement 8 wks Fri 7/22/16 Thu 9/15/16

12 M&V evaluation 3 wks Fri 9/16/16 Thu 10/6/16

13 M&V award 0 days Thu 10/6/16 Thu 10/6/16

14 Establish Energy Utilization Baseline 45 days Tue 10/11/16 Mon 12/12/16

15 Business Plan Workshop 0 days Mon 12/12/16Mon 12/12/16

16 Review of Business Plan and Incentives

2 wks Tue 12/13/16 Mon 12/26/16

17 Develop Investment Grade Audit (IGA) /Energy Savings Plan (ESP)

13 wks Tue 10/11/16 Mon 1/9/17

18 Design Documentation preparation ofEnergy Conservation Measures to be implemented in ESP

13 wks Tue 1/10/17 Mon 4/10/17

19 ESCO subcontractor bidding 4 wks Tue 4/11/17 Mon 5/8/17

20 Construction (including Commissioning)

77 wks Tue 5/9/17 Mon 10/29/18

5/3

7/12

8/11

9/13

10/10

10/6

12/12

1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar

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Manual Task

Duration‐only

Manual Summary Rollup

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Project: 3rd Party Measurement aDate: Fri 7/15/16

EXHIBIT 'C'

ID Task Mode

Task Name Duration Start Finish

21 Ongoing Measurement and Verification

156 wks Mon 2/27/17 Fri 2/21/201st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar 3rd Quart4th Quart1st Quart 2nd Quar

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Manual Task

Duration‐only

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Project: 3rd Party Measurement aDate: Fri 7/15/16

EXHIBIT 'C'

EXHIBIT ‘D’

Energy Savings Improvement Project New Jersey State Prison, Trenton, NJ International Measurement and Verification Protocol- Proposed Option to be Utilized

ECM A B C DA Lighting Level AdjustmentB Lighting UpgradesC Glazing UpgradesD LED Exit SignsE Multi-Zone AHU's and Energy Recovery SyatemF Re-RoofingG Building HVAC Controls UpgradesH Laundry Building - Washing Machine UpgradesI Kitchen Refrigeration UpgradesJ Cogeneration Facility

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