Contract Tools and Guidance for Super ESPCs

Guidance and tools to help agencies implement Super ESPC projects are contained in this section. Some of the following documents are available as Adobe PDFs. Download Adobe Reader.

The ESPC resources are organized into the seven categories listed below, beginning with ESPC Basics. A series of flow charts illustrates the five phases of the Super ESPC process. (PDF 103 KB, 3 pp)

ESPC Basics
- Super ESPC Delivery Order Guidelines
- Practical Guide to Savings and Payments
- Super ESPC IDIQ Contracts
- and others
Phase 1: Project Planning
- Interagency agreements and statements of work for services from FEMP
Phase 2: Initial Project Development
- Kickoff, Initial Proposal/Review, DO RFP template, Risk & Responsibility Matrix
Phase 3: Negotiation & Award of Final Delivery Order
- Detailed Energy Survey
- Final proposal/review
- and others
Phase 4: Implementation & Performance Period
- Commissioning, project acceptance
Phase 5: Performance Period
Measurement & Verification

Agency Project Binder—Super ESPC Best Practices, Tools, and Resources

New or Revised Documents in v1.9, February – June 2007

Basics

DOE-FEMP Guidelines Regarding One-Time Payments and One-Time Savings In Energy Savings Performance Contracts (new in 1.9)—Doc. #12

2007 Executive Order 13423: Strengthening Federal Environmental, Energy, and Transportation Management — Fact Sheet (new in 1.9)—Doc. #13

M&V

Introduction to M&V for FEMP Super ESPC Projects (revised for 1.9)—Doc. #1

Planning and Reporting for Operations & Maintenance in Federal ESPCs (new in 1.9)—Doc. #3

M&V Plan and Report Outlines (Attachment 7 in 2004 IDIQ Modifications) (revised for 1.9)—Doc. #6
     6.1 — M&V Plan and Savings Calculations Methods Outline
     6.2 — Post-Installation Report Outline
     6.3 — Annual Report Outline

Example Measurement & Verification Plan for a Super ESPC Project (new in 1.9)—Doc. #7

Review Guidance for M&V Plans and Reports — Instructions, Templates, and Checklists (new in 1.9)—Doc. #8
8.1 Reviewing M&V Plans for Federal ESPC Projects
8.2 Reviewing Post-Installation and Annual Reports for Federal ESPC Projects

Guide to Government Witnessing and Review of Post-Installation and Annual M&V Activities (new in 1.9)—Doc. #9

M&V Resources and Training Opportunities (revised version on Web site, 2/07)

Phase 2. Initial Project Development

DO RFP Prescriptive Template for Regional Super ESPCs (revised for 1.9)—Doc. #5.1

Fine Tuning for Best-Value Super ESPC Deals Using the Responsibility Matrix (revised for 1.9)—Doc. #7

Phase 4. Implementation — Construction and Acceptance

Guidelines, Checklist, and Contract Clauses for Government Acceptance of DOE Super ESPC Projects (revised for 1.9)—Doc. #2

Commissioning Guidance for DOE Super ESPCs (DRAFT 10/04) (slightly revised and moved from Phase 5 to Phase 4 for 1.9)—Doc. #4