Professional Documents
Culture Documents
Scope of Work 3 Party Measurement and Verification Services
Scope of Work 3 Party Measurement and Verification Services
Scope of Work 3 Party Measurement and Verification Services
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
PAGE 2
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
PAGE 3
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
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.
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).
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.
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.
PAGE 4
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
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.
1. DPMC Representative:
PAGE 5
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
PO Box 350
Trenton, NJ 08625
Phone No: (609) 777-3338
E-Mail No: michael.thulen@bpu.state.nj.us
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.
PAGE 6
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
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:
• 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.
• 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.
PAGE 7
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
• 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.
• Assist in development of preliminary commissioning plan for the proposed ECMs with
ESCO’s commissioning agent.
PAGE 8
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
• 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.
PAGE 9
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
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.
PAGE 10
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
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.
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.
PAGE 11
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
X. CONTRACT DELIVERABLES
In addition to the deliverables mentioned above in Section VII.A, the following shall be
provided:
PAGE 13
PROJECT NAME: 3rd Party Measurement and Verification Services
PROJECT LOCATION: New Jersey State Prison, Trenton, NJ
PROJECT NO: A1232-01
DATE: July 15, 2016
XI. EXHIBITS
The attached exhibits in this section include supporting documentation to assist the Consultant in
the project.
PAGE 14
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
EXHIBIT ‘A’
ID Task Task Name Duration Start Finish
Mode 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
1 New Jersey State Prison, Trenton 994 days Tue 5/3/16 Fri 2/21/20
Page 1
EXHIBIT 'C'
ID Task Task Name Duration Start Finish
Mode 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
21 Ongoing Measurement and 156 wks Mon 2/27/17 Fri 2/21/20
Verification
Page 2
EXHIBIT 'C'
Energy Savings Improvement Project
New Jersey State Prison, Trenton, NJ
International Measurement and Verification Protocol- Proposed Option to be Utilized
ECM A B C D
A Lighting Level Adjustment
B Lighting Upgrades
C Glazing Upgrades
D LED Exit Signs
E Multi-Zone AHU's and Energy Recovery Syatem
F Re-Roofing
G Building HVAC Controls Upgrades
H Laundry Building - Washing Machine Upgrades
I Kitchen Refrigeration Upgrades
J Cogeneration Facility
EXHIBIT ‘D’