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