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Home My WebLink AboutRFQ - SBFD Solar PV - Johnson Melloh SolutionsBENDPS IIIIr:,EIIE,,,,,RGY SAVINGS CONTRACIII PREPARED. Johnson • Solutions Doug Copley, Usines.,, evelo xment. (3117) 44...89917 � r-nfrst@j ohumsoii-)r--nedlol-)soa ut.6 ou-is.ca°-» August 7, 2019 Table of Contents Corporate Background Performance Contracting Experience Financial Qualifications Performance Contracting References Personnel Qualifications Project Management Approach Technical Approach Solar Technology and Pricing 3. Corporate Background Thank you for allowing Johnson Mel loh Solutions (JMS) to eva I uate your Centra I Fire Station building located at 1222 South Michigan Street. We are the state leader in rooftop solar (pv) solutions and are confident that we can successfully complete your Guaranteed Energy Savings project. Saying that, we look forward to hopefully earning the City of South Bend's business. As of 2019, JMS now is part of Vere (www.veregy,com) and we are one of the largest ESCO's, solar and roof top solar providers in the country, As a Guaranteed Energy Savings provider, we have cor-npleted over $1.4 billion worth of energy savings projects, optimized 1000's of buildings, saved over 6 billion kWh's, of energy, saved over 18 billion gallons of water and have restored or replaced over SO million square feet of roofing. Likewise, we now provide alternative energy and guaranteed energy sol u!t ions in 13 states. John Hobbes is our CEO and we are in the process of becoming a nationally accredited ESPC. Our corporate mission statement is "Energy Optimizations, Delivered. We're an energy service companycreating pathwaystoeco-f riendly building optimizationswith guaranteed energy savings". in other words, we're an industry leader in rooftop solar, battery back-up, LED lighting, MEP, water meter conversion as well as natural gas and waste -water savings. In all, we're very confident that we can exceed expectations on this project and all future projects. JMS has been in business since 1976 and is a, state of IN ap roved provider of Guaranteed Energy Savings under I.C. 36-1-12.5, Likewise, we have competed many recent, high -profile solar projects along with numerous roof top solar projects around the state, of Indiana. Many of these projects are similar to what we'd do at the Central Fire Station and these projects include: 1. Argos Schools -roof work followed by roof top solar (225 kW solar) 2. City of North Vernon-29 solar sites throughout the city 3. Evansville Pegional Airport-1.3 megawatt solar 4. Frankton Lapel Schools -roof work followed by roof top solar (1.4 megawatts of solar) 5. Jac-Cen Del Schools -solar 6. Hamilton County-3 megawatt of solar 7. Indianapolis International Airport -one of the largest solar projects in the country with a 77-acre solar field consisting of 110,000+ panels and annual production over 25 megawatts 8. Madison Grant Schools-1.2 megawatt solar & LED 9. Madison Schools -roof work followed by roof top solar, LED lighting 10. Mill Creek Schools-330 kW solar 11. MSD Wayne Township (Ben Davis High School)-2.5 megawatt solar and natural gas generators 12. North Putnam Schools-1.2 megawatt solar 13. Orleans Schools-1.3 megawatt solar 14. Plymouth Municipal Airport -Solar maintenance and remote monitoring 15. Rising Sun Schools -roof work followed b rooftop solar (302 kW solar) 16. Sheridan Schools-1.8- megawatt solar field and roof top solar 17. Tipton Schools-600 kW solar Corporate Background JMS is Indiana's leader in Guaranteed Energy Savings involving roof top solar projects. As such, we take a very methodical. approach as the roof's condition is closely tied to the solar performance. The Central Fire Station's roof is 15 years old and it will be out of warranty on 9/6/19. Likewise, the warranty only covered wind speeds up to 55 mph. Unfortunately, your roofs need to be addressed before the solar panels are installed. If roof work is not part of the solar installation, the project will inevitably fail as the roof will leak and the Fire Department leadership will be very disappointed in the results and the GESC process, Shambaugh/EMCOP made this critical mistake on a roof top solar project, at Elwood Schools, after they installed solar panels on a roof that should have been replaced or rehabilitated. The roofs leak and the customer has been extremely disappointed. Goshen HS is a second) example of incompetent solar installation as panels were placed on top of a poor condition roof. The good news is that your roofs can be rehabilitated/restored and will not need to be torn off and disposed of in a land fill, Likewise, with our solution, we will try to utilize a local roofer such as Midland Engineering or a minority/woman owned contractor. Once the roof is rehabilitated, we will install a non -roof penetrating, roof top solar (PV) array that will annually produce 160,877 kWh. We will also provide a 0-year warranty that includes the roof and the solar array. Also, our warranty covers wind speed up to 74 mph, not 55 mph. On the South Bend Fire Department Solar PV Project, JMS will utilize the technical expertise of a six -member team with over 116 years of experience in order to ensure total project excellence and success. The team is comprised of solar management, engineering, GESC management, project management, financial management and a roof consultant. Our price for the solar (PV) array is approximately $350,860 and approximately $300,000 for the roof. We cannot give exact pricing, at this points as we still have many questions about budgets, financing -options, phasing of the project, timing„ access to the Fire Station, etc. However, we hope the approximate prices reflect the fact that we're serious about partnering with tare South Bend Fire Department and the City of South Bend. Please let Doug Copley know if you have any questions as we truly would like to earn your business. This is a very straight forward project and it's similar to projects we've successfullly completed many times. We're confident in our ability to exceed the City of South Bend's expectations and, truly appreciate the opportunity to serve the South Bend Fire Department. acV, 4 4. Performance Contracting Experience Johnson Melloh Solutions has been successfully completing energy savings projects in the state of Indiana since 2009. JMS has a diverse market consisting of, but not limited to: K-12 Education, Municipalities, Higher Education, and Airports. Our team has been active in GES projects since 1993. Continuous education and training, along with valuable experience allows Johnson Melloh Solutions to truly provide the best services to our customers and their needs. A Proud Heritage: Johnson Melloh Solutions (JMS) is an 11-Year old energy services provider that is competitively priced by utilizing internal design and engineering, managing our own solar field trades, controlling costs through direct procurement, and eliminating many subcontractors. JMS has been in the energy savings business for 11 years, while providing solar for the past 8 years. We have a proud heritage and solid reputation of providing quality guaranteed energy savings and construction projects. i® Performance and Construction JMS is a self -performing alternative energy and electrical contractor. We "turn the wrenches" on our projects with our own craftsmen unlike many of our competitors that simply subcontract all work to others. Progressive Energy Solutions: JMS is one of the leaders in Solar throughout Indiana. We performed a 25 MW installation at the Indianapolis International Airport (America's largest solar -powered airport), several public K-12 Schools, cities and counties, and countless residential and business solar systems. Approximately 83% of our business is generated by performance contracting projects, or other related services. Training and Support Services: As part of our performance contracting services, Johnson Melloh Solutions will provide training to operating personnel on the proper operation of the equipment, which is crucial for maintaining reliability and long-term integrity of the systems. Furthermore, in order to achieve the utility and operational savings targets set for the project, everyone should clearly understand his or her role in reaching those targets. Instruction„ conducted' during the final phase of project commissioning, is provided bythe manufacturer on -site. The training typically includes the following: 1. Start-up and shutdown procedures, operation under all modes of operation, and correct procedures under emergency or abnormal conditions 2. A description of the system capabilities and limitations. 3. procedures necessary for effective operational monitoring and alarming. 4. Analysis of useful information that can come frorn monitored data, and why the information is important in analyzing the systern operation. 5. Inspection, service, and maintenance requirements for each system. 6. Instruction in the use ofall O&M documentation included.This includes an awareness and understanding of documentation contents, howto find what is needed, how to use it and how to keep it up-to-date. Performance Contracting Experience At the end of the process, every mode of systems operation, all systems equipment, components and zones, all backup systems, and every item in the control sequence description are proven operational under all normal operational modes, including part and full load, and under abnormal or emergency conditions. The purposeofcommissioning to outline a formal program toensurethatthe performance evaluation factors are properly implemented, measured and met in accordance with the performance contract requirements. Each retrofit will be validated by a qualified technical representative and be in accordance with the sequence of operations and contract requirements. Our commissioning approach/methodology is designed to achieve the following specific objectives: Ensure that applicable equipment and systems are installed properly and receive complete operational checkout by the subcontractors • Maintain compliance with all installation requirements Verify and document proper performance of equipment and systems Provide complete O&M documentation to the customer • Ensure that the customer's operating personnel are properly trained Representatives from the City of South Bend and Johnson Melloh Solutions will conduct a final inspection toverify compliance tothe contract documents. Johnson Melloh Solutions will prepare and submit closeout records and as -built documents to the respective representatives. Commissioning all features of the new or upgraded equipment will be conducted using the manufacturer's specifications, as well as the performance criteria established for the specific project. Once commissioning is completed, Johnson Melloh Solutions will seek the City of South Bend's final acceptance. Our project managerwill close outthekeycomponentsofthe projectoncethe installation, testing, commissioning and project acceptance for the entire scope of work have been completed. Our project manager will compile project documents and acceptance of systems along with: as -built drawings, operations and maintenance manuals, plans and drawings, equipment and spare parts lists, software delivered and archived, inspection reports, testing and commissioning reports, system turnover and acceptance reports, non-conformance reports, certificates of completion, training records and certification of customer training, change orders, final invoices, closed punch list, final waivers and release of liens. This is a turnkey project with commissioning included as a built-in cost. Benefits of Our Approach: Reduced "hiccups" after construction - Since JMS will provide world class training and commissioning, the building owner will see fewer problems arise once the commissioning is complete • Verification and validation of system design and performance Clear expectations set and understood by both JMS and the City of South Bend Working directly with facility staff during the commissioning process to provide training and allowing open communication. JMS considers commissioning an integral part of any of our projects. Performing quality commissioning improves system function and longevity. Commissioning also continues the open lines of communication that have been developed during the construction period between JMS and the building owner and set the stage for the life of the contract. This allows JMS to provide projects that once commissioned provide a comfortable and energy efficient indoor environment at as lower cost of operation compared to non- commissioned systems. Roof Inspections: Our approach to managing roof assets is very straight forward. We start with a comprehensive roof evaluation in order to determine which roofs are in good, fair and poor condition. To assist with the evaluation, we perform an infrared (IR) scan/thermography diagnostic exam and or a roof "MRI" to identify any wet insulation in the roof system. Finally, we work with the city officials and administration team to develop a budget for a multi -year roof asset management plan. Experience Matters: Past Solar Projects Over 46.4 MW of Commercial, Municipal, & K-12 Solar Projects in Indiana Some Past Projects: Indianapolis International Airport (13 MW)—Indy Solar Partners II, completed December 2014 Indianapolis International Airport (11MW), completed Summer 2013 • Indianapolis International Airport (3.3MW), completed Summer 2015 City of Indianapolis Department of Public Works —East 21st Street (108kW), completed October 2013 • City of Indianapolis Department of Public Works —West Street (108kW). completed October 2013 • City of Lake Station, IN (72kW), completed December 2011 Indianapolis Housing Agency (60kW), completed October 2011 Danville Public Library (47.3kW), completed March 2017 • East Washington Public Library (7.6kW), completed February 2017 • Jennings County Public Library (192.65kW), completed Summer 2014 • City of North Vernon (2.2 MW at Multiple Sites), completed Summer 2018 • Hamilton County Jail (3.3 MW), completed Summer 2018 • MSD Wayne Township -Ben Davis High School (2.5 MW AC with (2) 750kW Generators), completed Fall 2018 • Orleans Community School Corp Jr/Sr HS & ES (1.37 MW), completed Spring 2018 Financial Qualifications S. Financial Qualifications Our policy pertaining to the attachment of sensitive financial and operating agreements to public documents such as this RFQ is to closely guard them. While we understand the City's desire to assure that JMS is a viable business concern, we must also guard against our competition obtaining these sensitive documents. We offer the following assurances to the City to fulfill this request. 1. We will provide a surety bond for the project equal to 100% of the cost of the project. This bond will protect the City from any deficiency or completion of the project. 2. If being considered by the City of South Bend, JMS can arrange a private meeting with our CPAfirm to reviewour audited financial statements, operating documents, and lines of credits with the City. 3. We have reference letters from our bonding company and bank indicating our financial strength, and these can be presented upon request. Our bonding capacity is in excess of $60 million and our costs for bonding is under 1%. 4. All JMS solar projects have met their guarantees. The City can be assured thatJMS is a financiallyviable company that will be providing energy related services for many years to come through our continued dedication to complete customer satisfaction. Please find letters of reference from subcontractors displaying JMS's fiscal responsibility on the following pages. Page MILLER EARS -C ® M Fn A N Y >� To Whom it May Concern, 8/21/2019 I am writing this letter in reference to Johnson Melloh Solutions as a fiscally responsible partner, in which we have had a long- standing successful relationship with since 2016. As a partner to the JMS team, we have executed projects of size from $15,000 to $1,000,000, accruing to a total of about $6,000,000 in gross revenue for Miller Eads of the duration of our relationship. It has been my experience as a Project Manager working directly with the Johnson Melloh team, that they have adhered strictly to the requirements set forth in our contracts with regards to payment durations. We have never had to consider filing claims and our invoices have always been addressed punctual, based on previously negotiated terms. Miller Eads Company would highly recommend JMS as a financially sound firm to handle any size of project that is thrown their way. Regards, Tyler Beaver Project Manager 317.645.3740 tbeaver@miller-eads.com 4125 N. Keystone Ave. • Indianapolis, IN 46205 ® (317) 545-7101 • fax :(317) 5454660 - www.miller-eads.com Reference Letter #2 IncorporatedTremco Beachwood, • Chris Copley Field Advisor Commercial Roofing & Waterproofing August 20, 2019 Josh Hannoy JMS, A Veregy Company Regional Operations Manager 5915 Stockberger Place Indianapolis, IN 46241 DearJosh- Phone: 260-602-2233 Email: ccopley@tremcoinc.com Thank you very much for your continued business! We sincerely appreciate the opportunity to work for Johnson Melloh Solutions on many of your Guaranteed Energy Savings Projects. Please accept this document as a letter of reference from Tremco. Tremco is part of RPM International Inc., a publicly traded company on the NYSE under the trade symbol RPM. We have over 14,500 employees and a market cap of nearly $9.0 billion. Tremco works under JMS as a roof material supplier as well as a provider of labor on certain GESC projects. We work with JMS in a consultative manner and assist JMS customers with a variety of environmentally friendly roofing solutions. These solutions include roof inspections and consultation, infrared thermography, the removal of wet insulation, roof rehabilitation and roof replacement. Our corporate mission is to assist JMS by preventing good condition roofs from being torn off and disposed of in landfills. Tremco works with JMS whenever one of their clients wants to install solar panels on a roof. We make sure the roof's laps, seams and (lashings will function properly during the duration of the solar panel warranty (20 years). In other words, we make sure that 1MS's roof top solar projects are a success. JMS is an excellent company to work for. We are treated as a partner and continually strive to find the best possible solutions, at the lowest possible price for their clients. We have done over $10 million dollars with JMS over the past two years and two of the larger roof top solar projects were at Frankton Lapel Schools and Rising Sun Schools. In both cases, we inspected the roofs, performed infrared surveys, identified and removed any wet insulation and then restored (rehabilitated) the roofs with a 96 mil thick, energy star, aliphatic urethane product. This saved both schools significant amounts of money and in turn prevented costly and environmentally irresponsible roof tear -offs. In summary, Tremco is very pleased with the relationship and looks forward to working more with JMS and Veregy. Sincerely, Chris Copley Tremco Roofing and Building Maintenance Senior Field Advisor and Johnson Melloh Account Manager ims a.. Page M � �°� 6. Performance Contracting References Project Title: Indianapolis Airport Authority Solar Array Location: Indianapolis, Indiana Project: Mr. Eric Anderson, Property Director 7800 Col. H. Weir Cook Memorial Dr, Indianapolis, IN 46241 317-339-0782 it Q Responsibility: Energy Services Provider (Johnson Melloh Solutions) Facilities Maintenance Provider Type of Contract: Guaranteed Energy Savings Contract Contract: $68,000,000 Solar Johnson Melloh Solutions collaborated with the Indianapolis Airport Authority to create a system that produces energy while reducing costs and eliminating excess charges for peak demand. Along with solar services, the IAA and JMS partnered to create a facilities management agreement. With a combination of solar maintenance and facility management, JMS helped the Indianapolis International Airport stabilize one of the most variable items in its budgets - the cost of energy. This project combines a 25MW Ground Mounted Solar System with Facilities Management and Operations. Scope f : Roof Mounted Photovoltaic Solar Array Roof Restoration Building Envelope Upgrade HVAC Upgrade Project : 2012 Project : 2015 Projectedili Savings: $1,207,739 Actual Annual Savings: $1,045,288 fIsa(Jfr 0I Performance Contracting References Project Title: Frankton Lapel Solar Project Location: Anderson, Indiana Projectc Mr. Bobby Fields, Superintendent 7916 W 300 N Anderson, IN 46011 765-734-1261 itm's Responsibility: Energy Services Provider (Johnson Melloh Solutions) Contract:Type of Guaranteed Energy Savings Contract Contract Amount: $4,585,257 Total $2,547,180 Solar In collaboration with Frankton -Lapel Community Schools, Johnson Melloh Solutions designed and constructed a 862.1 kW Solar Array, installed at Lapel High School. In addition to this, new roofing was installed at the Middle and Elementary Schools to support a new 553 kW Roof - Mounted Solar Array. Six buildings in the school corporation now benefit from the installation of LED Lighting. Johnson Melloh Solutions is proud to announce that yet another Indiana school system is reaping the rewards of alternative energy solutions. Work:Scope of LED Lighting Ground & Roof Mount Photovoltaic Solar Array Roof Restoration Project Start Date: 3une 2017 Project® January 2018 Actual Annual Savings: $114,959 ims Pogo 12 Project Title: The City of North Vernon G ESC Location: North Vernon, Indiana Projectt® Mr. Michael Ochs Mayor 143EMain St North Vernon, IN 47265 812-346-3789 Firm's Responsibility: Energy Services Provider (Johnson Melloh Solutions) Contract:Type of Guaranteed Energy Savings Contract Amount:Contract $5,036,000 Total $4,945,500 Solar Johnson Melloh Solutions collaborated with the City of North Vernon to design a system that produces energy while reducing costs and eliminating excess charges for peak demand. With this, Johnson Melloh Solutions helped the City of North Vernon stabilize one of the most variable items in its budgets - the cost of energy. Scope® LED Lighting (including Street Lighting) Ground & Roof Mount Photovoltaic Solar Array Projecte® July 2017 Projecta October 2018 Projected Utility Savings: Actualv ® $108,856 Pago C5 Performance Contracting References Project Title: Hamilton County Public Safety Complex Location: Noblesville, Indiana Project: Mr. Steve Woods Grounds Director 33 N 9th St Noblesville, IN 46060 317-776-8446 it Responsibility: Energy Services Provider (Johnson Melloh Solutions) Type of Contract: Guaranteed Energy Savings Contract Contract Amount: $8,001,000 Total $6,510,000 Solar Johnson Melloh Solutions collaborated with Hamilton County to create a system capable of producing energy while reducing cost and eliminating excess charges for peak demand. With this, Hamilton County will be able to stabilize one of the most variable items in its budgets - the cost of energy. This project combines solar array with LED lighting. Work:Scope of LED Lighting Ground & Roof Mount Photovoltaic Solar Array Mechanical Energy Efficiency Package Project: September 2017 Project: J u ly 2018 Projectedili Savings: $111,509 :D ago ;, 7. Personnel Qualifications Johnson Melloh Solutions is headquartered at: 5915 Stockberger Place Indianapolis, IN 46241 P: (317) 536-6106 Our headquarters is complete with a 100-kilowatt solar array. JMS is a qualified provider under I.C. 36-1-12.5. Personnel Qualifications Doug Copley Developrnent -n�,'.�er to the JMS tezum, Doug brings oveir 36 years of sales, marketAng Um [Drrug Is the irievvest rne� and s(-ank)r maimager-nent eadershilo uxp(?1rIen(-evvoirkIng tMth PUUic )roJects, ii)ougj6ried JIMS afteVr leav4ig Trejrnco Roofing & Bufllding afteir 16 years, IIn his forrner role, Doug was a oart of a team that 7on"k-'e'(1 dients on the IK V2, V Nealt. hcare, & idigll-wr Ed Sectom, i-Os tearn helped rnanage over 501,000,000 SF worth of L)Wding envelope and roofing Ipiro.*ts,, Doug's roofing backgroun(.J is an asset 1'(,-)ir theJMS tearn. Education Work History Notable Projects E; S Marketing & 1992-1995 VS�i Faste'R&'S Firankton,-Lapel Schools Advertisinc Indiana Lapei, IN University Develoloed roof re stora6r)lq Professional Affiliations 1") 9 5 111.) 9 8 ls & IN Fort Maym.:,, iDooape_ fa!-.-,chool far Oce, pre!-.;ident of Marketing Poohng Coirm,fltants Sant U n l o ri To o 1, s Reirisselaor Cordirzal Schooll lnstituLe MernL)er \6CC." presidev)L (.)I Saflw, coirp* Experience 200( -, Managernent Recir -a-arters int., Suirw-nit CILM.Deveioped $75,000 roof ? G '(e nra I,If If xY .,room iw President F. CEC) Trernco Roof ing & 0, uikfing t,4aIinL, Argos C %)rnmunity I.;c1hoolls* Project Role Poohric & Budding Coinsi,dtant A IN /\CCOrnt t4alqa<.-jcl' 20-118-Pre"ent Joll-VInsorn i0e1kA'1 Soutio: ns Restored and repiaced over B+.,isiness I00,000 !,.`;1F` of rooflglg, L.nrq',)fOyeir Mark Frost l�JrnC (�rl, IA, J A LEE D1, AP Mairl,(, haF, rrmrknd \Md-, Johnson P06110h S()1LflJ01r),, Sil'ICO jl�,s i1[o(r,,(-,,1()I,,i(,pa. IJr, iS as Ilie:a.lrn.,e-,d "l-of procts, Mark nas &-"sgirlie d rmrnr,,.�rous rnec(rnanicai systorns as We' If AS ,Olai- if)[",otovakaic Education Work History 1 3,S, Mc�dianicas Engnec.Hncj '�4 1987 Uinfvemity Of Oindinnati B 9 LK) Professional Affiliations 60'A0220 C, 1, 110, L. L I L), AP Experience H)961 199R, 35 of Fxljer re ncc 1999 20'h Project Role )OV, 20181 5-,'rdor DesOgn p lignocr Ncdco Pcnriy Hard r7iVgmecr Mairion CIPlaalblic Library Bwjcan 11-,ingimx�rmg indainapoli,;, HIN LcrO I WAC retrofit, liql[Ain,g upgrade, bc)iirzir (fh,,Aari Asr;oc i, o In I a e i, n e r c (.) n it o I s Vi Ii.) g r a et(,,' , 0 ve j- 55% sav i i,-d g s d u l I r) g � u a ra r1i tee, J Cathedral IHigh School n n c r indianalp(:fli^:�,, iN Poof 56 Irv"' solar PV syst(21,n System �ini aperrakm ince insmHadon rn 20�1 Delawaim Cornin-be,nity Schocds 11"11 CI I t, L " C 01 M u n c i ra, i N FiVAC' ref0ofit, a�,.cmtmis rcl,,.AaC: Jr-nC�'11wt ar, ligilLing luhin"on IAoJol'l retrr)fltr in HF& 2 IrS, (,)ff gr9dl of all powemd J r1corinc, pairl4ng io� kqfits. Fxcea,din(. aA 251X, scmaings fin year'7 of 10 year quairantee, Pr(,:)Ject ',*mac)c,,r Josh � �z�niriioy',Nfll b(2ycm A r Pr(.)�ect 111,4anager. "Jo!:b graduated w�th Bachdor's Doc ee Consc ��n trut �iorn Managoirnent and alspO�ed for as job )AAtIh Gayloir Orictric, an prorirflnent 61ectrica0 c:ontiractoir thrcmghout the UirflLcri States. Josh 'unutiatoci many cost critting oporatJons wkll'mut forcojoir,ag qmAty con,;V udJon worlh that saved hiw-iclir(lds of thouszmds of dolM)irs for C;aylorr, "Josh is airr zncdvc� rriornbeir 1IrI the �ndiarm subc�,)ntirac�toir asso(Jation. B.S. Constiructkm Ndaf)agC,'Iran EI'It Bzffl State Unovomty Professional Affiliations 0:4 IA 30, IIfirst. Aid/ rajn,)UIqg, Vzairious rlect6cfl safety lrairi6nq cerlif icadorns Experience 8 Ye'ars of Expo6erncc Project Role Rog�oriall Olpeiafloiris Mariiqor 2011 - 2015 Gayor IEJEK':Irk, P iro r,r (j rru e Ee _� (.� Ct [ r Gaybir Eleclr�c f31ro*11L Mana(.3oir 2M6 2017 fllr&eirred UcrIbzfl, HeUC IN4anagor 2M'J-rlprfrv("�J-)u: ")0hF-)S(AI M610h SOkftk)lruS 11:arr:.vjlr•cl. Manager Craig Martin Vice Pirei;idenl. BLASilWSS Devoblprnent Ciak.J wool serve, as the aCCOLAint rnanagoir air�d (dient Ooaison for Lh�s oroJecJ. 111ns p61m,,iry mk� at JMS Os to devek)p relatuonshilps wkh cN--,,nts to Ir)etter uindemtand Lhe 03,61utJons that ht the cfieint's operatuw4l and financWneeds, Before joiinMg JIMS, Cvaig fOlUnded IIENC'Olp Conslimcdon Servk,.es, where he served aS the B: usiness Development Marmcjc,,r. At EMCOIR, C'ira'ig Vrad overa00 resporvJbjfty fOIr sirflos and ItaroJe ct d(fliveiry for all Guarairiteed Ei,wrgySavings pro'jecft5 rn India na, Education Work OSU Wexiineir Wedk,,40 Ceinter* Ccflurnbusl, 01H Proic)(A managed uv(:rr "Ll MiMon Sclume Fect 2-11 S1 .1ries $67 Mdlbn IDcOar Bectirical Contiract Ilk.,slign Asskt withi an G M IF) T'hyssein Krupp Stec,dIrrii,fliolk M 0 b i Cc, 1, dill.... Worked on 1[ k)t 11 . )ilp Gahtai[,uizcd Jncs 2 & 4, Elecftrk,,«fl coiritirac;t of ove ir O 4 I°aJ i l O i 0 jr) U)oa lI a rs, *'Provkws Eirvq-floyer AS, Busiirncm� ,�SI:ucfi(,,,s Indiana Univiersity 111S. Managf,,,�rrnenl. The Pnir eitsyOvarhla SM te University NI, B, A,. University of Indiainapollis Professional Aff iliations SU ategic Aflnc,,e ia In6airm Experience 50 Year,�,,, of Expe6ence ProJect Role Uusiness Dcm-flopmeint rPpo ,;k,�rrt History Notable Projects t989 M2 UlrlrtEnd Techndog�es Coirp/CoJs Duneland School Corn poiratioin* Key Account Manager (" h r,,, to r t a ;,a n, NCB rmgeir of $9�2 Miflicm 119921997 Havdl Brathcns, DivotSharnbaugh Energy &iving Project Branch Manager/Service, SMes Manaqeir- 1997 -1998 (-aylor Electric 'rayoor Community sdhool Dure r of Business D(�,Vr(fl()J,)oTrent Corp* Kokoirno, HN 1998-2007 Havel Biroth(,.ars, Div of: Shaimbaugh A(" , c o u n t IM a n a g e r of $7 IM i I i o rr ('Olrpolrate tear ek,)Ipir-Trent Manager Eneirgy Savings Project 2007-2M6 Ern cor ConsUiucoces Easterirt Howaird Sct�nooO Corp"' Bus�ness Dewflo1rdn S&M.)ment Managoir Greeritowr,,n, H114 2W6- Present Jdhir-)son MOoh Sduf ' kms Nx�ount Mairmg�er of $V7 ANion Vice Fliresident of 1131usiness; Development Energy Sav�ings Projc.,ct Pago �7 Vrevkms Eirnpbyeir Personnel Qualifications .7ach Simm S FOW SuWKnAmAna / MOnWnmwe, ".ac:h Sn-nrns �s the 1)11'0ecI, Man,',�goir for Rchl,)SC)r) Zir�h rias bc,,en dire(,'Cy involved wrband rnaMD9(-'rJ DND�CaCtS rarcong Urn FANAMAI mAlpru)irios to mwmnemS fxropcM Zwh tagwi hK War comer as as Mar Qchnirian and has usec� that r,',xperrieine;i' trr qmw hwo a successhd FoQoMmanagar Zadi h; detaH cwieir)uOd zlind V01 ems"uro 0-seat thcprq�c�cii: k, ansLall-d on Ibuucdget and or) sx:lhedulo, =MMIM A.A,S, Sokir Einergy Techndogy Ecatech limsWuMe Professional Affiliations OY M 51 NAME) cuMbd Experience S TWUS if EXPOMMICe Project Pole ConAnPAM Manager Wo r k History 2M42UM Grldo,MrnativeF, SAM vedor hoorri yoa,,�na Funnwk &Sar Crew 20116 2017 Suirnkey,',O,ar MIMI Nury"JeV 2M7 Prnvmt Jokpasn MMM SMwhmu Pro�nct "Imnager Notable Projects MuMpde Residential Arrays DammGtat PrQecUrnanaged over a MVV of reskieritial solar fpirojec,'ts, Mmumnky SdWrl Grand 3unctiori, CO MsMad schr arrayywhM nwMKq thAyNhWustry vt a r a rt,-1 r(d, itl creorirurd and of boc hi AC ai, �d DC Tim Zange Pi,ojecA Fnqdinecr 'hur �s onc, of Cho ne'Vioi, ernphyens ml Johnson McKh Scflrn6c)ns. He ow a re,P:'cmt graduate frorn VWparaha Unbursky aml My, fresh ideas and now InchnNogy capedence to cadi pryoct Urn wwrrolk., ahng&do tho Johnson MAM SoNthns twirn to dmomp now and kmowdvo pmjeos and �-'YsLerw; tr'' ("sr1rT)Pk1xD C(AStr(o'-(K)1[ ,tine r`lf')Cd ior)' Education Work History Notable Projects BAMwAaMcM LnghooHng F �oc� �!�; I �uvvm UDiroj hn.0 kimninal ect MpavaisoUniversit01 2 M,,,, far. wNMAWed soh"bormW spWm by Mvc"Ay VaWarab) Unbumly Fx. Mgmt ItclaWn Omsm OpOlmd "am Kv Experience Ebmqy or -vld Yv"Orin h,aylba('-:14 p'crkxi 4 Wm & Qmr>nr.(w pan V80a"M Unbcrnhy Waywh AM anI Energy Audit U2roject Project Pole 2019 Pogal O'ek'nt Vfllsara[sol N Lirgin(rerirn� k"-o- ab Co rq) Poiitoirnr(A re I, MvL Lxwol 11 ennrgy,-,'o,i(W,� r3in krqjocn, P.:.inglineeir 2M9 pmwnr -k-jhi Yso� 1 NdOlol'r `,ohroon5 blAding" acro',', Crirnpu-' Fingill-mcn and paouck on CCMs PAcmgdd DeWgn Pnqm.t Mmhcan EMOu Powni, Dagi'uCad a wk'rognkl r•a(Cqm',4ai for ylrl rsHalri�i1ityanrt (fispersonn of ururnrawahk a"Irwrqy I QSt AP'COS ims Paqu 18 8. Project Management Approach General Approach Scope development, understanding and safe execution One way to drastically improve the success of your project is to determine upfront what defines success for that project, get the appropriate people involved in setting the scope, and make sure everyone involved knows the scope from the beginning. Context understanding Ultimate success can't come from people who see this as "just another project." Provide and create a context for this project. Help people see the big picture and purpose for the work. When people understand why the project matters and how it will change the future, they will work with greater dedication and energy. Time assigning All projects need to include estimations on how long a task will take. Sometimes estimates are full of excess, so people can feel assured they can reach the timelines. Other times overly ambitious people will set time estimates that may not be realistic in the real word. We must create communication that discusses this balance and help to create timelines that are challenging, yet realistic. People engaging Projects of any size can sap energy and determination. As the manager of the project it is our role to keep people inspired and on task. We remember that no project can be done without people, and as a manager and leader it is our responsibility to take care of our people. When we do, they will take even better care of the work. Progress updating Communication within the project team creates new synergy, reduces rework and time loss, and maintains engagement. Communications JMS uses Procore cloud -based construction management software to increase project efficiency, communication and accountability. Procore is accessible from anyweb browser including phones, tablets and computers. Procore also drastically reduces the amount of paper used on projects by using electronic delivery of documents. Procore will provide the following functions for this project: Access by all team members including South Bend, JMS and subcontractors Electronic storage of drawings with cloud -based approval system Electronic report via E-Mail delivery to all team members Electronic mail (E-Mail) Central storage of all progress reports and pictures Reviews The following reviews will be scheduled throughout the life of the project: • Engineering Design and Integration reviews • Progress meetings Project Management Approach Engineering Design and Integration Review The Project Manager will lead weekly review meetings to determine the design effort status, resolve issues and plan theweek.An information needs listwill be published with the meeting minutes promptly to be used as a tool for obtaining critical information. The meeting minutes will document decisions and the status of each subsystem component. Progress Reviews While theweeklydesign and integration review meeting will trackworkon a subsystem basis, an overall project review meeting will be held at least once a month to determine status of project issues such as the schedule, cost report, value added log, etc. The account manager, project manager, along with any stakeholder is welcome to join this meeting. Standard Documentation Software All documentation will be made using the city's standards for software such as Microsoft Word, Excel, Access, PowerPoint, ETC. Drawings will be developed in the latest version of AutoCAD. This documentation will be stored for cloud -based access via Procore. Document Control JMS will be responsible for project document control. As stated before, Procore will be used to manage these documents insuring that only the latest, approved version or revision is used for construction. Previous versions of all documents will also be available for reference. A clear picture of revisions and changes is incorporated into Procore to allow review of each documents' history. Progress Reporting Weekly progress reports will be issued after each Integration and Design Review meeting to inform project personnel and management of progress. These reports will document decisions and communicate unresolved issues. A monthly report will be issued after monthly progress reviews to determine status of the project as a whole. Commissioning The purpose of commissioning is to outline a formal program to ensure that the performance evaluation factors are properly implemented, measured and met in accordancewith the performance contract requirements. Each retrofitwill bevalidated by a qualified technical representative and be in accordance with the sequence of operations and contract requirements. Our commissioning approach/methodology is designed to achieve the following specific objectives: • Ensure that applicable equipment and systems are installed properly and receive complete operational checkout by the subcontractors Maintain compliance with all installation requirements Verify and document proper performance of equipment and systems Provide complete O&M documentation to the customer Ensure that the customer's operating personnel are properly trained Representatives from the City of South Bend and Johnson Melloh Solutions will conduct a final inspection to verify compliance to the contract documents. Johnson Melloh Solutions will prepare and submit closeout records and as -built documents to the respective representatives. Commissioning all features of the new or upgraded equipment will be conducted using the manufacturer's specifications, as well as the performance criteria established for the specific project. Once commissioning is completed, Johnson Melloh Solutions will seek the City of South Bend's final acceptance. Training The key to the success of this project lies in implementing an effective training and development program, specifically customized for your facility and staff. Ensuring that the people who will help maintain the upgraded facilities and who understand how their roles impact energy savings are integral in attaining project goals and energy savings targets. Training, in conjunction with our service offering, is designed to protect our clients' investment while maximizing the efficiency of their operations. It is critical that training occurs at defined intervals throughout the course of the project, facilitating proper communication between the Johnson Melloh Solutions team and the client's staff regarding how buildings will operate throughout the installation period and the entire term of our agreement. Refresher seminars will be available from year-to-year, as requested, in order to maintain the degree of training necessary for staff to perform at a high level of efficiency. Each training session will review the basic practices and introduce new technology and procedures as they become available. As part of our performance contracting services, Johnson Melloh Solutions will provide training to operating personnel on the proper operation of the equipment, which is crucial for maintaining reliability and long-term integrity of the systems. Furthermore, in order to achieve the utility and operational savings targets set for the project, everyone should clearly understand his or her role in reaching those targets. Instruction, conducted during the final phase of project commissioning, is provided by the manufacturer on -site. Technical Approach 9. Technical Approach Utility is: Before designing systems for an energy savings project, Johnson Melloh Solutions (JMS) performs a detailed analysis of the customer's utility data. Based on the data given, the South Bend Central Fire Station currently receives all their electricity from Indiana Michigan Power under the Large General Service Rate (240). From this rate and the attributes of the fire station's electric usage, kilowatt and kilowatt-hour rates were determined. Without power profiles, JMS does not consider demand savings for non-dispatchable energy sources such as solar PV. Provided with this power profile data, JMS can determine these demand savings and guarantee greater cost savings. Solar is Restrictions After performing a utility analysis, economic, regulatory, and physical restrictions are analyzed. Based on the most recent release regarding net metering by the Indiana Utility Regulatory Committee (IUPC), Indiana Michigan Power has notyet reached their maximum capacity for net metering. When net metering is an option, it makes sense economically to offset up to 100% of the customer's annual energy consumption. In the baseline year, 2018, the fire station consumed 534,325 kWh. For physical restrictions, St. Joseph county GIS maps were referenced to find open, city -owned land parcels suitable for a solar array. No suitable parcels were found, restricting the project to roof mounted arrays. Design Once restrictions are defined, JMS starts designing the solar array on Helioscope, a highly credible and widely used solar PV modelling software. With this software, JMS conservatively accounts for losses and allocates space for mobi-lity and equipment access while placing modules. Module orientation is then optimized for greatest power output and, if given, power profiles. This process gave simulation results as shown below. Solar System Size 132.4 kWdc Annual Production 160,877 kWh Experience JMS's vast portfolio of solar PV projects, as well as our service to these projects throughout their lifetimes has helped us develop knowledge of what products perform best, are most economical, and provide greatest stability in the market. In the design process, these products are vetted by project managers who deal with physical system installations. This ensures that the technologies will perform as stated in energy savings calculations. Innovation Though experience with products helps continue our excellence in performance, JMS recognizes that there are new technologies on the market that may prove useful in current projects. If our experts are not experienced with these products, we do the necessary research and studies. This has been evident through JMS's existence with use of solar PV, solar thermal, and vertical axis wind turbines. Z ,. Page 22 i Jim i t9a ifocial Solar PV One emerging technology is bifacial solar PV panels. According to the International Solar Energy Research Center (ISC) Konstanz, over 100 MW capacity had been installed world-wide as of 2019. These panels are relevant because they make use of reflected solar irradiance that strikes the back of PV modules. Unlike traditional PV panels, bifacial modules can generate electricity from the irradiance incident on the front as well as the back of the modules. A collection of studies shown by ISC Konstanz show an increase of 25% by bifacial modules under conditions of a reflective roof surface. These values were consistent with values provided by several other sources including the National Renewable Energy Laboratory. Because the designed system for the fire station is roof mounted and has room for higher production values, this project offers a great opportunity for a case study on bifacial panels. Diligent research and modelling of a bifacial system would be performed by JMS to determine feasibility, given the fire station's interest in pursuing this type of system. Roof i Current As stated in the solar PV design section, our solar array will be roof mounted and as such it is very important to consider the roof when analyzing the project's feasibility. Regarding the Central Fire Station, the good news is that it has excellent sun radiance and the roof is a great location for solar. The bad news is that the white membrane, single ply roof is now 15 years old and the warranty will expire on September 6th, 2019. Likewise, as the roof ages, the laps and seams start to pull from the substrate and will thus begin to open. Considering this, you will not want to add rooftop solar without first addressing the roof. We hate to be the bearer of bad news and truly want to earn your business. However, in good conscience, we cannot recommend rooftopsolaron the Fire Station roofs unless roof work is part of the process. Goshen High School, Goshen, IN and Elwood Schools, Elwood, IN (neither of which JMS was involved with) are two examples where solar was installed on top of aging, deteriorating roofs. In both cases, roof work was not part of the project and now both buildings are leaking. The leaks and headaches lead to "finger pointing", blame and accountability/liability issues and sadly litigation is either pending or already in effect. In other words, we cannot participate unless the roofs are addressed as we need to do it right. Hopefully, everyone who submits a proposal advocates the same thing. Roof Assessment Our approach to rooftop solar installation is very straight forward. We start with a comprehensive roof evaluation in order to make sure that the roofs can handle the solar panels. After the inspection; we perform an infrared (IP) scan/thermography diagnostic exam and or a roof "MPI" in order to identify any wet insulation in the roof system. We then cut core samples and hire a structural engineer to verify the deck can handle the added weight. At this point, we do not believe the added weight will be an issue on the Fire Station roof, however further structural analysis is needed. Technical Approach Proposal We propose restoring/rehabilitating all the roofs that will receive solar panels. We will utilize a local, South Bend roofing contractor, such as Midland Engineering and or a minority owned contractor to perform the work. As we do not yet know your specific budget for this project, we can upgrade the roof and install solar on a "roof by roof" basis. We'd like to start with the large, main roof, then do the other smaller roofs when budgets permit. Likewise, we will install a modular solar array, meaning you can easily add to it whenever the funds are available. 1 lementtion In order to get the roofs ready for solar, we will remove any wet insulation and replace it with new insulation. Wewill then clean the roofs, reinforce all the laps, seams and flashing and install a 96-mil thick, state of the art, energy -star white colored, polyurethane roof rehabilitation product. These roofs will get a 20-year comprehensive warranty, down to the structural deck and will tie into the 20-year solar panel warranty in order to protect The City of South Bend and avoid the "finger pointing" pitfalls noted before. Finally, it's important to note that roof rehabilitation and or restoration is very environmentally conscious as it saves the city from tearing the existing roof off and dumping it into a land fill. Sustainability JMS is all about alternative energy, energy reduction and environmental savings. Saying this, millions of tons of old roof products are torn off each year and unfortunately end up in our landfills. With this being the case, we work very hard to reuse our resources, whenever possible, and rehabilitate and or restore roofs as opposed to replacing them. The Central Fire Station's roof is of a type that can easily be rehabilitated as opposed to being torn off and replaced. Feasibility Considerations While energy savings for roof replacement are not a major factor, cost avoidance must be considered when looking at this specific project. With the warranty for the roof running out and considering the roof's current condition, replacements would have to be made either periodically over the coming years, or as a full project itself. Using industry estimating standard PS Means, these costs were estimated to show avoided costs over the term of the next 2S years. Financing: Two models were created to analyze feasibility of this project. These cases were divided to show feasibility of solar, and the project as a whole. Case 1 shows the cumulative savings for solar against any costs outside installation. Case 2 includes financing of the full project. Costs shown in these cases are strictly budgetary and will likely change as specifics of project are revealed. JMG1 ;ru 2°+ TAN Attribute Value Approximate Project Cost $350,860 Year 1 Cash Flow $10,272 25-year Cumulative Cash Flow $441,325 $500,000 $400,000 Project Expenses so Utility Expenses Avoided $300, 000 $200,000 $100,000 1 2 3 4 5 6 7 8 9 1011 12 13 14 15 16 17 18 19202122 232425 Years Attribute Value Approximate Project Cost $650,860 Year l Cash Flow-$14,663 25-year Cumulative Cash Flow $571,767 $1,00,000 $1,000,000 Project Expenses 0 Utility Expenses Avoided � $800,000 $600,000 $400,000 r Ini 1$200,000. c � , r� , y I I Ir 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 2122 23 24 25 Years Notes: 1. JMS uses solar panels that have a 25-year power production guaranteefrom them an ufacturer. 2. SPEC credits are factored into this cashflow, however, these are not guaranteed. Current market value per SPEC is $5. 3. JMS has used a conservative annual electric inflation factor of 5% for electricity otherwise purchased from the electric utility provider. 4. JMS has accounted for normal maintenance of the city's increase in its own Property & Casualty Insurance for the Solar Asset in our financial analysis. These two items will be funded separately from the construction lease. S. Budgetary roof pricing has been approximated at $300,000. Solar Technology and Pricing 10. Solar Technology and Pricing The solar market has been extremely volatile since its early years. Solar module technologies and their efficiencies as well as other components related to solar have advanced rapidly over the last decade. The market has seen both manufactures, distributors and installers come and go throughout these advancements. Johnson Melloh Solutions has been able to effectively navigate the solar market and provide our customers with cutting edge technologies while maintaining a competitive price advantage over our competition. The response to the following questions will provide you with a better understanding of how we have been able to do this. Describei acquiring i iv pricing I components for the customer. Our strategy utilizes our advantages and can be summarize in five areas Buying Power Johnson Melloh Solutions has a large solar portfolio and is ranked as one of the top ten solar contractors in the nation based on the total amount of kW we have installed over the last ten years. This means our customers get to enjoythe economies of scale savings regardless of the size of their project. National Leverage Johnson Melloh Solutions has a national presence that is valued by manufactures and suppliers. They understand providing competitive pricing and great customer service could open the door to a reliable national account. Manufacture Direct Just a few years ago most solar panels and their components were strictly purchased through the manufacturer. Recently, however, electrical wholesale distributors have pushed their way into the purchasing process. With this comes additional mark-ups from those distributors. Many of the manufactures are no longer dealing directly with contractors and have made sole agreements with different distributors. Johnson Melloh Solutions has maintained great relationships with major Tier 1 panel manufacturers and still buy directly from the manufacturer. Payment Terms Johnson Melloh Solutions can and will pay quicker than most contractors. Historically, we have been able to negotiate better pricing on products based on our willingness to pay quicker. Immediate Shipment/Storage Pricing and availability are obstacles all solar contractors have dealt with over the last fewyears as tariffs have become a driving factor of supply and demand. Most of the solar module manufactures cannot guarantee or forecast availability more than 30 days out and pricing rarely is guaranteed for more than a week. Johnson Melloh Solutions has 60,000 square feet of storage available for product. Johnson Melloh Solutions has been able to procure and store modules for upcoming projects. This allows Johnson Melloh Solutions to react quickly, procure and secure product when the time and price is right regardless of if the construction site is ready for product to arrive. R ,, 6 O,escri be your firm's standards and best practices for selection of solar technologies. Being a performance contractor and offering our customers guaranteed savings means we are heavily invested in not only theperformance of the products we offer but the maintenance and service of such products. We travel across the country attending solar conferences and workshops seeking better, long-term solutions for our customers. Johnson l'elloh Solutions continues to put products through testing at our main office in Indianapolis. Our decision to provide solar as an energy conservation measure was made only, after testing and comparing a 10kW solar system against wind turbines at our main office. Within our office you will find different types of LED fixtures„ lighting control systems, Geothermal HVAC systems, mini split duct systems, off -grid solar hot water heaters and a GNG fueling station. These are just some of the technologies that we have personally tested prior to offering thern as a solution to our customers, In the event customers want to try new technology that Johnson Melloh Solutions hats yet 'to test or confirm its viability, we are willing to partner with customers on pilot projects that are used as case studies for those new technologies. This allows both parties to benefit and share in the experience of being on the forefront of technology advancements. Johnson Melloh Solutions designs all their solar projects around Tier 1 module manufacturers. This means we design and purchase from a module manufacture that is ranked in the top 2% of all panel manufactures based on the Bloomberg Finance Report. These Tier 1 companies historically are vertically integrated, invest heavily in R&D, use advanced robotic processes aind have manufactured solar modules longer than 5years. Year 2019 2019 Prp�ect Name Pisinq Sun Elementary Rising Sun High School System Size (kW) 168.96 133.12 $/Watt $ 2.56 $ 2.65 Total $ 432,537.60 $ 352,768.00 2019 Jennings County 188.63 $ 2.78 $ 524,391.40 2018 North Vernon Water Treatment 115 $ 2.67 $ 307,050.00 Hamilton County Community 2018 Corrections 210.E $ 2.20 $ 463,320.00 Anticipated South Bend Fire Depart ient 132 $ 2.65 $ 350,860.00 ** The above referenced projects and cost do not include required roof repairs.** ** The anticipated roof cost for the South Bend Fire Department is $300,000.** Measurement and Verification 11. Measurement & Verification Personnel and Organization What. sets Johnson Melloh Solutions apart from our competitors is our 2 /7 central energy plant that monitors our energy projects. JMS has systems across the country and our central energy plant operates 24 "i 365 for the sole purpose of ensuring each system. performs as ex ected. if a problem should arise, JMS has the resources, knowledge„ and equipment to know where the problem is and how to fix it promptly. We use state-of- the-art hardware to gather, transmit, and make available timely system performance data to you and to our dedicated team of performance engineers and expert service technicians, thereby ensuring fast, reliable„ and effective response to any field issues. With our monitoring services, your downtime will be limited should any problems arise. The Johnson Melloh Solutions team members who will take the lead responsibility for this activity will be Scope Development Engineer & M&V Specialist Arash Habibi. The performance team will work with South Bend's staff to anticipate energy related budget impacts of any future changes in operations resulting from added equipment, space, or activities such as night classes or athletic activities. Our performance assurance team will work closely with the schools to make certain Johnson Melloh Solutions meets our long-term obligations. BASELINE The Baseline Methodology for this project utilizes the 12 months of utility bills and rates given in the PFQ. After the initial energy baseline creation and during the ongoing performance management of the project„ it may become necessary to adjust the energy baseline for factors or unique changes in the building's use, baseline utility or for non -controllable variables. Common adjustments are made for items such as additions or removals of building space, major increases or decreases in building occupancy, weather, major additions or removals to the non -temperature sensitive loads in the facility such as computers, copiers, printers, etc., changes resulting from the addition or replacement of equipment with more energy efficient equipment and major changes in building operations outside of the energy baseline parameters. MEASURE & VERIFICATION PROTOCOL The Federal Energy Management Program (FEMP) of the U.S. Department of Energy and its Measurement and Verification Guidelines for Federal Energy Projects classify measurement and verification approaches as Option A, B, C, and D. The FEMP Guideline is based on the International Performance Measurement and Verification Protocol (IPMVP). OPT/ON Verification techniques determine savings by measuring the performance of a system before and after a retrofit, either through physical measurement or use of the manufacturer data and multiplying the difference by an agreed -upon or stipulated factor, such as hours of operation. •. r1 T Verification techniques are designed for projects where long! -term continuo measurement r, isclesired. level, and the measured performance is compared with a baseline savings. I racks u3 OPT/ON C Verification techniques involve utility whole building meter analysis, reviewing overalll energy use, and identifying the effects of energy projects an a facility. Energy use before and after a retrofit project is compared to determine savings. The measurement of energy consumption and the cost savings associated with installed energy management equipment are a comparison between the energy consumed during the, current calendar period and the baseline calendar period. It consists of only the energy bills applicable to the buildings under energy management. Once the program is in place, energy use is taken from current utility bills. OPT/ON D Computer models are developed that use simulations of baseline and post -installation energy use to determine savings. For this project we would recommend using Option A. We would measure the output of the solar array for two years minimum. If after two years the output does not meet or exceed the guarantee amount, then additional years of measurement will be performed until two consecutive years of output meets or exceeds the guarantee. In this way, South Bend can be certain that the guarantee is met, and the project is riot burdened by ongoing measurement &verification that isn't needed. Stipulated Savings We understand the reluctance to accept stipulated savings by our customers and avoid them except in cases where it makes sense. An example of this would be the savings from reduced bulbs and ballast replacement after a lighting retrofit to long life LED fixtures, Because it would be a burden on the customer to track the bulbs and replacement costs that were saved, we generally agree up front to the savings this would generate. For now, this project doesn't include such measures and therefore we do not anticipate stipulated savings on this project. Mialy M-1 I Example of Project performance and savings report to customer (next page): Measurement and Verification - Example Report E I 11� c� 0 -1 66 V., i4 pi II C5 Pago 30 I ol �4 v So Page :III JMG I Measurement and Verification - Example Report Tj� Y O H M v !9 C f0 � E C7 O O U � V •L N U fV N Cfl- LJ.A C O c U ra L VI M M }, V Gj M CO v Z a Q 0 0 Ln N SL-.Sny SL-Inr SL-unr SL-slew SL-ady 0 C C C �^ o ui o Ln N r-I e-I iA -Ln -Ln in $ lejol �n Page 2 2 N c\-I ci to TT m O F— �o v Y L= f6 Q O 0 C C C 0 l7 01 00 t- kSk Ln t rn N .-i Vt• i/1 VI l V^ lf• Ln VT iA V} $ Ielol � ^ N m ^ o a ,� SL-Sny v 11 N v i x wl m oo v oU 13 01 7 ,�q O ON1 ti W SL-Inf Q UI N y/y t2�,�y N O O1 N 1� N p N od ci n O faVI m 3 SL-unrcu °� a cu °1 ai wraa,mIq SZ-AeW l7 Y > a ST-ldy cu > ! a m m B a > v y A > > J m Measurement and Verification - Example Report M: 13 Q 0 � 00 to N O 00 LD [t N c-I s•-I c-I in in in in .Ln in ih $ Ie101 ST-unr 01 m v } v v C 0 ST A2I/V I C7 CLa v } ST-jdy Ca m ims>a go. 34 Energy Solutions by JMS IMCPL Library Services Center - Savings Report Sixth and Final Guarantee Year This report reflects bills from 4/1/2015 to 9/31/2015, The final guarantee year is a partial one. Category Account # Adjusted Base Guarantee Year Savings %Savings Year Savings Carried Forward from Previous Years $ (123) Guarantee Year to Date Savings Gas - Citizens 561036 [IMCPL Library Services] 121786-373905 $ 35,574 $ 5,099 $ 30,475 85.'7% Electric - IPL 7782 [IMCPL Library Services] 819834 $ 66,860 $ �$�1w2d�(ti $ 35,660 533 Total - Gurantee Year to Date Savings $ 102,434 $ 36,299 '$ 66,135 4 4.6% $ 68,067 Savings to Date $ 66,012 Yearly Guarantee - Last Year $ 58,126 Excess Savings This Guarantee Year $ 7,886 Adjusments from Equipment Survey for Fifth Guarantee Year $ 1,932 Excess Savings Final $ 9,818 $70,000 .._.. $60,000 $50,000 $40,000 1° $30,000 $20,000 $10,000 '.1-7ps to Date ifir Yearly Guarantee -Last Year Confidential and Proprietary III am 6/11/2016 i Financial Guarantees 11. Financial Guarantees All of us at Johnson Melloh Solutions understand the importance of delivering on the guaranteed savings on each and every project. We have installed more solar arrays in Indiana, within guaranteed energy saving projects, than any other provider. To date we have not had any missed guarantees due to the solar arrays. This is important to you because you need a trusted partner that has the experience to back up what they say. I III ii f 1 1 i .I i We also believe uptime of your system is important. A high downtime of your system will drastically affect your savings. That is why JMS's cashflow includes a very reasonable service agreement that is completely optional. Service is included during the first year but is a nominal fee after that time. This service contract is really like an extended warranty as well. It covers normal maintenance, but it also covers inverter replacement if they fail. It is a very affordable option that will increase uptime of your system. Initial i You can't just worry about the guarantee after the project is complete. It begins in the initial design and modeling of the system. There are several steps we take to ensure that our solar modelling does not overstate savings. In our calculations, we include increased soiling (how much the panels are covered with dirt or other obstructions) because of winter snow and because of our practical experience in the field. We have also learned that all weather stations and weather data are not the same and we have learned from experience to select only actual National Oceanic and Atmospheric Administration weather stations for our data in modelling. We know that other providers do not follow these practices and sometimes have higher, unrealistic savings, but we feel strongly about not over promising and about meeting every guarantee. Construction The guarantee must be of concern during engineering and construction as well. Many engineering choices can be detrimental to the guarantee. A wrong selection of panels, inverters or even wire size can affect the future savings of your project. During construction quality assurance and commissioning are important to the guarantee. The placement of an inverter in the wrong location can even affect the savings. Our service team works with the construction team and the engineer to commission the system and catch any remaining problems that could affect the guarantee. After construction has ended and the commissioning is done, the job of protecting the savings and guarantee does not stop, but transitions into monitoring, service and measurement and verification. ims Page e 30, Ji i rUi wwwwwwuuwww��ww�wuwwwwwwwwuwwwwww r Monitoring JMS has staff monitoring each solar array every day. It is our policy to install remote monitoring capabilities with wireless internet connection on each array over 20 kW. Data is streamed via the internet to our monitoring staff. The monitoring staff reports to our team daily the performance of each solar array. Error codes or faults are communicated immediately. Our service team is dispatched on any error or fault as soon as possible. Yearly diagnosis is done on each array which includes IV curve analysis and thermal imaging of panels to find faults before they occur. . �ti rrve ,,,,w vu•, iurmmmmuumrnom ,� rr7aamarwr ` '.., II010 I I1WM 'w OpWDUUDUULOl '� III //U/4,i1f .?e I�Uu. lKhfi/ _. .- . UUU.....m0m//4 .�. bn"w"' ttWv �� OA�9C OWI'f3A3AW1 4t Att@ m ,vmaavuw; w fwomm�,Wq ;, m ua m".ro. mmmmm.. .......... .. � �- YOWY av Mm�� he IUAliO W. rV� �,� rr��f t.mlul! 1 IIIIIIIIY Oi mn9 mmrixw, YUm`llV m„ Hf✓JDYW4 �wN6Y6 rtbm apamm �'„V1N(Mitll . mNn 00//G/ODNG IN m;mvww W„nwr ,„. �'. ry .aura ;,. tlfnIIIIIIIIIIIIIIIIIIIIIIIIII n omxm:wn wu uuoary �wu mmw»m, wu ,'s imflm!mammm»ux �. +mwro mmwa „< wuuanumm�xwua ui aiuuur Figure 1 - Example of Monitoring Measurement and Verification Each week our M&V team meets with leadership from our service team as well as corporate leadership to discuss the performance of each solar array that we track. Each site performance is highlighted with green, yellow or red to indicate any sites that are in trouble. Action items are developed to remedy any sites that are not performing as expected. Production numbers will be available for viewing at anytime by the City of South Bend. In addition, JMS will provide quarterly reports showing that the guarantee has been met. The State of Indiana also requires an annual report, which our team prepares. Pl age 37 Y(5 W(flainapolis, IN 46).41 (P� 1,I72W IMS 0YVl/WjohIn"()nI ,,Tolhsokjriow, corn When the prospective Contractor is unable to certify' to any of the statements below, it shall attach an explanation to this Affidavit CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS (Must be completed for all quotes and bids. Please type or print) STATE OF SS: a,y- QIn COUNTY ) The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that: 1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or combination with any other person in reference to such bidding. Contractor further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of value on account of such sale; and 2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; and 3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities in Iran. a. For purposes of this Certification, "Iran" means the government of Iran and any agency or instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from time -to -time. b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -time, a Contractor is engaged in investment activities in Iran if either: i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars ($20,000,000) or more in value in the energy sector of Iran; or ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if that person will (i) use the credit to provides goods and services in Non -Collusion Non -Debarment Affidavit Non Iran Form the energy sector in Iran; and (ii) at the time the financial institution extends credit, is a person identified on list published by the Indiana Department of Administration. 4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify Program is included and attached as part of this bid/quote; and 5. Contractor shall require his/her/its subcontractors performing work under this public contract to certify that the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is participating in the E-Verify Program. The Contractor agrees to maintain this certification throughout the term of the contract with the City of South Bend, and understands that the City may terminate the contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being notified by the City. 6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by the City of South Bend through its agencies, boards, or commissions shall not discriminate against any employee or applicant for employment in the performance of a City contract with respect to hire, tenure, terns, conditions, or privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that person's ability to perform the work. In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest, responsible, responsive bidder. In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City contract for a period of one (1) year from the date of such determination, and such determination may also be grounds for terminating the contact for which the discriminatory practice or noncompliance pertains. 7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards or commissions. Non -Collusion Non -Debarment Affidavit Non I= Form Contractor agrees not to discriminate against or intimidate any employee or applicant for employment in the performance of this contract with privileges of employment, or any matter directly or indirectly related to employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. I, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the use of steel products or foundry products made in the United States (I.C. 5-16-8-1). I hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products made in the United States on this project if awarded. I understand I have an affirmative duty to notify the City in my bid that my proposal does not include the use of steel products or foundry products made in the United States. I understand it is my sole obligation and responsibility to provide a justification to the City, subject to review and approval, why the cost of United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which does not use steel products or foundry products made in the United States, the City, through its director of public works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand that violations hereunder may result in forfeiture of contractual payments. I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works are true and correct. Dated this _,..� day of PrCOLt» 20. My Commission Expires 2 o County of Residence Non -Collusion Non -Debarment Affidavit Non Iran Form Contractor/Bidder (Fin S'iinature of Contractor/Bidder or Its Agent Printed Name and Title Notary Public rtun I I d SHUA IAI HAU HAWN Notary public, stato of Itmeno "►""o' Hamilton Coutity ,+tA►M OMMIaalon 1 434044 drl s My commission Fit too A rlt A,