Model Instruments
Energy Savings Performance Contracting
Introduction
The document set assembled here was created as part of a complete
package to guide and promote the standardization of instruments and
processes that could assist in bringing the Energy Savings Performance
Contracting industry to speed and scale.
They range from the original request for qualifications/proposals to
establish a list of prequalified providers to the actual contracts for
Investment Grade Audits and the implementation instrument.
In a study partly funded by DOE EERE OWIP, the Energy Services
Coalition surveyed the states that were reporting the quickest pace of
project implementation. A comparison of the characteristics of
those programs or “key attributes” clearly indicated that standardizing
the terms and conditions, provider selection and evaluation tools
eliminated different agencies or users from trying to understand the
complexities of the instruments of varied sort that were being provided
by the private sector stakeholders. From those states came this
set of template instruments and evaluation tools that are but a part of
the totality of key attributes that are labeled by the Energy Services
Coalition as Best Practices.
By reviewing and approving for use common language, tools and
instruments one time for applicability to the state, legality within the
enabling legislation and conformance to each states programmatic
particularities, projects were completed with less risk to the state,
its agencies and patrons and more efficiently alleviating time consuming
reviews by legal, finance and procurement authorities.
In their completed form set, the instruments become a singular
contract governing projects (less the evaluation guides of course) from
start to finish.
The instruments were created and distributed subject to continuous
improvement and from time to time receive minor updates to incorporate
emerging trends within the industry.
A critical element to satisfy procurement requirements while still
encouraging industry creativity, attention to deep infrastructure
comprehensive upgrades, implementation of emerging technologies is a
section devoted to pricing. While a placeholder table has been
included in these files, the Energy Services Coalition will be convening
a working group of public and private sector stakeholders to give deeper
consideration into a final pricing model.
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