SCOPE OF WORK PROJECT NO. A STATE OF NEW JERSEY Honorable Philip D. Murphy, Governor Honorable Sheila Y. Oliver, Lt.

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1 SCOPE OF WORK 3 rd Party Measurement and Verification Services New Jersey Department of Military and Veterans Affairs Vineland Veterans Memorial Home Vineland, Cumberland County, N.J. PROJECT NO. A STATE OF NEW JERSEY Honorable Philip D. Murphy, Governor Honorable Sheila Y. Oliver, Lt. Governor DEPARTMENT OF THE TREASURY Elizabeth Maher Muoio, Treasurer DIVISION OF PROPERTY MANAGEMENT AND CONSTRUCTION Christopher Chianese, Director Date: June 11, 2017 Document Format Revision (11/6/14)

2 SECTION TABLE OF CONTENTS 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 DPMC Energy Initiatives Unit Representative: DPMC - Energy Unit Project Manager: Board of Public Utilities: Department of Military and Veteran Affairs:... 6 VI. PROJECT DEFINITION... 7 A. BACKGROUND... 7 B. FUNCTIONAL DESCRIPTION OF THE FACILITY... 7 VII. CONSULTANT RESPONSIBILITIES... 8 A. SCOPE OF WORK... 8 Task 1 - Audit Baseline Energy Use:... 8 Task 2 - Energy Savings Plan (ESP) Review:... 8 Task 3 - Incentive Research and Analysis:... 9 Task 4 - Design Documents Review:... 9 Task 5 - Commissioning Observation:... 9 Task 6 - Measurement and Verification Plan: Task 7 - Operations and Maintenance Plan: B. PROJECT COMMENCEMENT Project Directory: Site Access: Project Coordination: Existing Documentation: PAGE 2

3 VIII. GENERAL REQUIREMENTS A. SCOPE CHANGES B. ERRORS AND OMISSIONS IX. SOW SIGNATURE APPROVAL SHEET X. CONTRACT DELIVERABLES XI. EXHIBITS A. PRELIMINARY ECM MATRIX B. SITE MAPS Vineland (2 Pages) C. ESP DEVELOPMENT & INSTALLATION SCHEDULE (2 Pages) D. M&V MATRIX (by ECM, options per IPMVP) PAGE 3

4 I. OBJECTIVE The objective of this project is to evaluate energy conservation measures, verify projected energy savings and validate measurements for an energy savings project at the NJ Department of Military and Veteran Affairs, Vineland, NJ. 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 preproposal 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. PAGE 4

5 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: DMAVA Vineland Veterans Memorial Home 524 NW Blvd Vineland, NJ See Exhibit B and B-2 for the project site maps. B. PROJECT TEAM MEMBER DIRECTORY The following are the names, addresses, and phone numbers of the Project Team members. 1. DPMC Energy Initiatives Unit Representative: Name: Address: William Golubinski, Manager of Energy Initiatives Unit Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ Phone No: william.golubinski@treas.nj.gov 2. DPMC - Energy Unit Project Manager: Name: Address: Michael O Reilly Division of Property Management & Construction 20 West State Street, 3rd Floor Trenton, NJ Phone No: michael.oreilly@treas.nj.gov PAGE 5

6 3. Board of Public Utilities: Name: Address: Michael Thulen, ESIP Coordinator 44 South Clinton Avenue PO Box 350 Trenton, NJ Phone No: (609) Department of Military and Veteran Affairs: Name: Address: Arturo Domingo, Project Officer 101 Eggert Crossing Road Lawrenceville, New Jersey Phone No: (609) PAGE 6

7 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 A , to develop an Energy Savings Plan (ESP) that can be implemented through a customized Energy Savings Improvement Program (ESIP) for the Department of Military and Veterans Affairs Vineland Veterans Memorial Home. 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 CHA Consulting, Inc. 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, A rd 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 The Vineland Veterans Memorial Home is the state's oldest operating veteran s home, having originally opened its doors in The Vineland Home has provided long-term care to New Jersey Veterans of every war and armed conflict since the War of A new replacement facility was constructed and opened its doors in This 215,000 sq. ft. facility is located on a 27 acre parcel of land and offers the following special features: 28 bed apartment-like rooms, four 60-bed long-term care skilled nursing units, 268 skilled nursing home beds and a specially designed 32 bed Special Therapeutic Needs Unit with an enclosed courtyard to meet the needs of the Alzheimer/dementia patients. The home serves a total population of 300 residents. Utilities provided from a central power plant location include electrical service (from Vineland Municipal Utilities) and steam (high & low pressure) from gas fired boilers (gas supply from South Jersey Gas). The facility is enrolled in the NJ Consolidated Energy Savings Program for 3 rd party energy supply. PAGE 7

8 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. Task 1 - 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. o Provide recommendation to accept agreed upon baseline Task 2 - 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 CHA Consulting, Inc. is shown in Exhibit A. The ESCO will be submitting its own list of ECM s 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. Evaluate level of indoor environmental quality changes from existing to post-retrofit conditions. PAGE 8

9 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 - Incentive Research and Analysis: Review of applicable regional utility incentives and/or rebates. Incentive qualification assistance: Consultant contacts customer s utility and/or thirdparty 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 - Design Documents Review: Consultant will act as the customer s representative, providing review services to ensure that the design documents accurately reflect the intent of ESCO s Energy Savings Plan. Meeting participation will be required at Schematic Design (SD), Design Development (DD) and 100% Construction Document (CD) review sessions with DPMC and ESCO s design consultants. Deliverable: Issue a report of each review within 7 days of SD Presentation, 7 days of DD presentation and 14 days of CD presentation. Deliverable: Issue certification that Construction Documents are in compliance with approved ESP in intent and savings capability. Task 5 - Commissioning Observation: Consultant shall review / comment on the Preliminary Commissioning Plan as prepared by the ESCO. Consultant shall review the final Commissioning documentation for compliance with the Energy Savings Plan. PAGE 9

10 Task 6 - Measurement and Verification Plan: Together with ESCO, develop a measurement and verification plan for each measure selected in the Energy Savings Plan. Completion of Exhibit D: M&V Matrix will speak to consultants approach to the project. 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 ECM 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 10

11 Task 7 - Operations and Maintenance Plan: Review ESCO s preliminary Operations and Maintenance Plan. Review and monitor ESCO s training plan implementation. 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. Vineland Veterans Memorial Home, Energy Audit 100%, Prepared by CHA Consulting, Inc., May 7, 2018, Revision 2. Vineland Veterans Memorial Home, Combined Heat and Power Project Feasibility Study, Prepared by CHA Consulting, April 26, 2018, Revision 3. Gas and Electric Utility Bills PAGE 11

12 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. PAGE 12

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14 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 PAGE 14

15 XI. EXHIBITS The attached exhibits in this section include supporting documentation to assist the Consultant in the project. A. PRELIMINARY ECM MATRIX B. SITE MAP Vineland C. ESP DEVELOPMENT & INSTALLATION SCHEDULE D. M&V MATRIX (by ECM, options per IPMVP) END OF SCOPE OF WORK PAGE 15

16 EXHIBIT A PRELIMINARY ECM MATRIX Facility: DMAVA Vineland Veterans Memorial Home ENERGY SAVING IMPROVEMENT PROGRAM ESCO Name: Proposed Preliminary Energy Savings Plan: ECMs (Base Project) 1. Install VFDs on Chilled Water Pumps and Cooling Tower Fans Estimated Installed Hard Costs (1) $ Estimated Annual Savings $ Estimated Simple Payback (years) 2. Install VFDs on Chilled Water Compressors 3. Recommission Energy Recovery Wheels 4. Replace Elevator Motors with Premium Efficiency Motors 5. Replace Filters with Low Static Filters 6. Convert Dishwasher Booster Heater to Gas 7. Install Ozone Laundry System 8. Install Condensing Gas Hot Water Heaters 9. Increase Attic Insulation 10. Install Kitchen Hood Controls 11. Implement Night Setback in Offices 12. Replace Interior Lighting with Controls 13. Replace Exterior Lighting with Controls Add additional lines as needed* Project Summary: Optional ECMs Considered, but not included with base project at this time Estimated Installed Hard Costs 1 $ Estimated Annual Savings $ Estimated Simple Payback (years) Add additional lines as needed* (1) The total value of Hard Costs include: Labor Costs, Subcontractor Costs, General Conditions, Cost of Materials and Equipment, Temporary Facilities and Related Items, and Miscellaneous Costs such as Permits, Bonds Taxes, Insurance, Mark-ups, Overhead, Profit, etc.

17 Site Plan of DMAVA Vineland Memorial Veterans Home (Not to Scale) EXHIBIT - B

18 Vineland Veterans Memorial Home EXHIBIT B-2

19 EXHIBIT C ID Task Mode Task Name Duration Start Finish 1 DMAVA Vineland 1876 days Thu 6/7/18 Thu 8/14/ Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Q 2 SOW / RFP Prep 10 days Thu 6/7/18 Wed 6/20/18 3 ESIP RFP Advertisement 65 days Thu 6/21/18 Wed 9/19/18 4 ESIP Award 57 days Thu 9/20/18 Fri 12/7/18 5 ESIP IGA 90 days Mon 12/10/1Fri 4/12/19 6 MOU Review Acceptance 10 days Mon 4/15/19Fri 4/26/19 7 Negotiate Complete Design 14 days Mon Thu 5/2/19 Amend. 4/15/19 8 Design / Permitting 180 days Fri 5/3/19 Thu 1/9/20 9 Procurement / Sub Bidding 60 days Fri 9/6/19 Thu 11/28/19 10 Financing package to BoA 30 days Fri 11/29/19 Thu 1/9/20 11 Construction 365 days Fri 1/10/20 Thu 6/3/ rd Party Measurement and verification 3 years 1095 days Fri 6/4/21 Thu 8/14/25 Task Split Inactive Summary Manual Task External Tasks External Milestone Project: A rd Party RFP Date: Fri 6/8/18 Milestone Summary Project Summary Duration-only Manual Summary Rollup Manual Summary Deadline Progress Manual Progress Inactive Task Start-only Inactive Milestone Finish-only Page 1

20 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Task Inactive Summary External Tasks Split Manual Task External Milestone Project: A rd Party RFP Date: Fri 6/8/18 Milestone Summary Project Summary Duration-only Manual Summary Rollup Manual Summary Deadline Progress Manual Progress Inactive Task Start-only Inactive Milestone Finish-only Page 2

21 Energy Savings Improvement Plan New Jersey Department of Transportation Headquarters, Ewing, NJ MEASUREMENT AND VERIFICATION INTERNATIONAL MEASUREMENT AND VERIFICATION PROTOCOL-PROPOSED OPTION TO BE UTILIZED EXHIBIT D Vineland Veterans Memorial Home - M & V Matrix ECM-E01 Install VFDs on Chilled Water Pumps and Cooling Tower Fans ECM-E02 Install VFDs on Chilled Water Compressors ECM-E03 Recommission Energy Recovery Wheels ECM-E04 Replace Elevator Motors with Premium Efficiency Motors ECM-E05 Replace Filters with Low Static Filters ECM-E06 Convert Dishwasher Booster Heater to Gas ECM-E07 Install Ozone Laundry System ECM-E08 Install Condensing Gas Hot Water Heaters ECM-E09 Increase Attic Insulation ECM-E10 Install Kitchen Hood Controls ECM-E11 Implement Night Setback in Offices ECM-E012 Replace Interior Lighting with Controls ECM-E013 Replace Exterior Lighting with Controls A B C D 1 of 1