Loading...
HomeMy WebLinkAboutOpening of Qualifications - SBFD & MLK GESC Proj No 125-008 - CMTA. - a RFQ Response for Guaranteed Energy Savings Contract 0 * •* • C MTA South Bend Central Fire Station & MILK Dream Center Solar PV • ' . ' • City of South Bend, Indiana • • o Guaranteed Energy Savings Contract: South Bend Central Fire Station & MLK Dream Center Solar PV for City of South Bend, Indiana CMTA, Inc. Jon Gasser Konrad Kutter 9225 Priority Way West Drive, Suite 130 T: 502.409.4062 T: 502.409.4062 Indianapolis, IN 46240 C: 502.777.9527 C: 703.772.5304 E. jgasser@cmta.com E. kkutter@cmta.com Executive Summary CMTA, Inc. was founded in 1968 as a consulting engineering firm. Today, we are one of the largest engineering firms in the region and one of the fastest growing engineering firms in the nation. CMTA expanded in 2012 to integrate our expertise in energy -efficient engineering and design -build construction to offer performance contracting services through our Energy Solutions division, which is NAESCO accredited. Our performance contracting team consists of over 140 individuals living in Indiana, Kentucky, Tennessee, Maryland, Virginia, Pennsylvania, West Virginia, North Carolina, Colorado, and Minnesota, making our company one of the largest performance contracting providers in the region. CMTA is a national leader in implementing renewable projects and energy efficiency for clients all over the nation. No other engineering firm or contractor produces the high -quality and energy -efficient performance that CMTA consistently delivers. This is not just a generic "marketing" statement; we back it up with real performance data throughout our proposal. CMTA has designed and installed over 150+ megawatts of solar photovoltaic systems for our clients. Our Energy Solutions and Engineering Design teams include 49 offices in 19 states and 1,126 employees. CMTA's employees include 5 NABCEP certified technicians, 260 licensed engineers, 125 LEED Accredited Professionals, 19 WELL Accredited Professionals, 125 engineers in training (EITs), 21 Certified Commissioning Agents, and 30 Certified Energy Managers. Combined, our engineering staff brings hundreds of years of engineering design, construction, and design - build experience to any project. What Makes Us Different CMTA is entirely different than our competitors, and through this proposal we will clearly illustrate these differences. The text of this document will appear in bold orange italics when depicting a CMTA differentiator. These themes resonate throughout the various sections of the RFP response: 1. Engineering Firm First, Energy Services Company Second CMTA's project managers and engineers have all implemented photovoltaic projects, starting with a blank piece of paper and finishing the design down to the final detail. Our goal is to consistently install PV systems to ensure maximum on -site electric offset and balance this with a favorable payback for our owners. 2. Single Project Manager and Point of Contact CMTA always delivers zero handoffs and one point of contact on our projects. This is true for all project phases, from conception to construction completion, and on into Measurement and Verification. This is the CMTA standard for all projects, as one point of contact promotes seamless communication and continuity prior to, during, and beyond construction. 3. Independence and Neutrality CMTA is not tied to any brand or vendor of PV equipment or electric vehicle charging infrastructure. We can therefore discern and provide the right product for each project circumstance, as well as soliciting competitive bidding for each component or service, thereby increasing quality and lowering price. Like no other energy services company, engineering firm, or contractor, CMTA desires to make a long-term commitment to our clients. While other contractors build the job and are 'done," CMTA stands with the client throughout the entire performance period and beyond, be it 20 years or longer. Page 1 1 1- Cover Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 2 Table of Contents MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com .•a RFQ Response for Guaranteed Energy Savings Contract 0 • •* • CMTA South Bend Central Fire Station & MLK Dream Center Solar PV ••.•• City of South Bend, Indiana • • Ir TABLE OF CONTENTS 1. Title Page............................................................................................................................................ 1 2. Table of Contents.............................................................................................................................. 2 3. Company Background and Qualifications......................................................................................... 3 4. Financial Qualifications..................................................................................................................... 6 5. Cost..................................................................................................................................................... 7 6. Technical Approach..........................................................................................................................................8 7. Project Management Approach...................................................................................................................10 8. Measurement & Verification........................................................................................................................13 J. Financial Guarantees......................................................................................................................................14 The sections we are submitting add up to 18 pages. The following appendices contain information that was requested. APPENDICES Appendix A. List of Awards Appendix B. Resumes Appendix C. Financial Report Appendix D. Certification of Qualification Appendix E. Letters of Reference from Subcontractors Appendix F. Project Summaries Appendix G. Sample Measurement & Verification Plan and Annual Savings Report Appendix H. Non -Collusion, Non -Debarment, Employment Eligibility & Non -Discrimination Commitment Affidavit Appendix I. Site Plans Appendix J. Addendums Appendix K. Proprietary Materials Page 1 2 Table of Contents Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 3 Company Background &Qualifications MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract ­ � •• • CMTA South Bend Central Fire Station & MLK Dream Center Solar PV *a.-* City of South Bend, Indiana • • 0 3. Company Background and Qualifications a. Provide a statement about company mission, vision and values. CMTA's mission is to leverage our expertise and passion to create meaningful experiences and opportunities for the CMTA team and our clients while serving the greater good. CMTA's vision is to lead the decarbonization of the built environment, using evidence -based Building Science Leadership to create energy efficient, healthy buildings around the world. CMTA's core values include: • Use Building Science Leadership to create high - quality, meaningful projects with proven results • Hire the best people, mentor, and empower • Humbly share our knowledge with each other, between all positions and offices • Be accountable and expect the same of others • Create opportunities for our people through growth • Promote and foster a culture of family, teamwork, and friendship • Provide excellent and responsive service at all times • Become our client's trusted partner and advisor • Be financially successful • Give back to our communities • Take time to enjoy success b. Describe the complete range of utility services and capabilities your firm offers: such as engineering, design, auditing, energy equipment selection and installation, operation and maintenance, commissioning, monitoring and verification, and training. By partnering with CMTA, the City of South Bend is selecting more than an ESCO — it is selecting a nationally recognized expert in high-performance buildings and a pioneer of sustainability in the built environment. CMTA is a national leader in delivering energy efficient facilities in the performance contracting market. No other engineering firm or ESCO produces the high quality and crarr�rsowa�o-.s ,aim..».. �,.,..,.,.q., ... �.,......, energy -efficient performance that CMTA consistently delivers. This is not just a generic �^ �4*+*�•� �-'�'•y iwr� 4Y �NT�y.'hl/4�l�R "marketing" statement; we back it up with real performance data throughout our; proposal. CMTA's breadth of knowledge — coupled with our focus on high performance design — has led to some of the most energy -efficient buildings in the U.S. CMTA has won 60 ASHRAEawards in the lastfive years. We are trulya national leader in energy efficiency, as demonstrated by our project resume: • 90 Net Zero Energy Projects • 4 WELL Certified Projects • 887 ENERGY STAR projects, 33 with perfect scores • 180 megawatts of solar photovoltaic power of 100 designed and/or installed • 149 LEED Projects: 29 Platinum, 90 Gold CMTA is a top 25 MEP firm and top 20 Commissioning firm nationally, as ranked by Consulting -Specifying _ Engineer Magazine in 2024. Our firm was listed in the ENR Top 500 for 2024 and named to the Zweig P2= Group's 2021 Hot Firms List, recognizing the fastest growing AE firms in North America. CMTA provides the most comprehensive value-added project as a result of our holistic viewpoint, high - performing building expertise, and proven ability to produce greater energy savings when measured by ENR a utility meter. CMTA assumes the lead role throughout the entire energy savings performance contract in "P500 order to ensure the project stays on track. We also maintain continuous open communication to ensure the City of South Bend's input and interests are thoroughly addressed, from selection through the measure and verification for the full term of the contract. 020A For performance contracts, the following table illustrates the services that CMTA performs vs. subcontractors: Page 13 Page content is proprietary and confidential 3—Company Background and Qualifications Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract 0 •0 • CMTA South Bend Central Fire Station & MS...6LK Dream Center Solar PV City of South Bend, Indiana • • 0 CMTA has all the required technical and construction management expertise on staff to design and stamp drawings, calculate energy savings, model building performance, manage subcontractors during construction, commission systems after installation and measure and verify systems performance. CMTA approaches all of our projects as a long-term partnership with our clients. The success of our previous projects is a direct result of the trust that is established between CMTA and the maintenance and custodial personnel that operate this facility on a daily basis after our projects are complete. The better the building users understand the systems and how they should operate, the more successful both our clients and CMTA are. CMTA therefore includes training for all maintenance and custodial personnel in our project, addressing the efficient operation and maintenance of both existing and new ECM equipment. Perhaps even more valuable than that, we develop a relationship with the operations, maintenance, and custodial staff so they can contact us for help or questions. We maintain these relationships with all of our clients after each project. CMTA will work with the City of South Bend to identify the appropriate staff for each training session and will then create an overall training plan. In addition, CMTA also provides consulting engineering, where we design complete mechanical, electrical, and plumbing systems for many types of projects, including schools, hospitals, federal buildings, and universities. Energy efficiency is always an integral part of each of these projects. c. List any awards and accreditations. If Provider is not nationally accredited as an ESCO, explain why. CMTA is nationally accredited as an ESCO. We have received many awards, including 60 ASHRAE awards in the last five years. Our list of awards can be found in Appendix A. d. Provider's Engineering Qualifications and Management i. Number of years company has operated in Indiana: CMTA had an office in Jeffersonville, Indiana from 2011-2019, then moved the office to Indianapolis in 2020. We have therefore operated in Indiana for 13 years. ii. Number of employees residing in Indiana: CMTA has 17 employees in our Indiana office. iii. Company Officers: President: James Benson. Chief Financial Officer: Tim Morris. Vice President, Business Development: Tony Hans. Vice President, Energy Solutions: Jeremy Smith. Vice President: Kevin Mussler. iv. Identify Professional Engineers directly employed by the Provider responsible for this project. Include License number of the person responsible for the project. Jim Messner, PE, LEED AP — IN #PE11100544. Johnathan Stewart, PE, LEED AP BD+C, WELL AP, NABCEP — KY #30179. Matthew Anderson, PE, NABCEP, PVCMS, PVIP — VA #0402067390. v. List the personnel employed by the Provider responsible for this project. Identify Professional Engineer(s) directly employed by the ESCO responsible for this project and include their License number(s). Attach a resume (1 page or less) on each person, listing education, experience, work history and responsibilities on this project. Resumes and an organizational chart can be found in Appendix B. Principal -in -Charge: Konrad Kutter, NABCEP, PVIP, PVSI. Project Manager: Matthew Anderson, PE, NABCEP PVCMS, PVIP — VA #0402067390. Electrical Engineer: Jim Messner, PE, LEED AP — IN #PE11100544. Electrical Engineer: Johnathan Stewart, PE, LEED AP BD+C, WELL AP, NABCEP — KY #30179. Solar Engineer: Clint Gentry, NABCEP. Solar Engineer: Alec Schweitzer, EIT, LEED AP BD+C, NABCEP, WELL AP. Construction Manager: Tom Owen. Onsite Service & Commissioning: Darrell Pittman, CEM; Doug Keyes. e. The most recent audited Financial Report. This report can be found in Appendix C. f. The provider must be certified and meet the requirements of IC 4-13.6-4 and the RFQ submitted must attach a copy of the firm's certification of qualification issued under IC 4-13.6-4. This certificate is provided in Attachment D. g. Describe if the Provider is a manufacturer, contractor, or engineering firm. Clearly delineate what services or products the Provider is including from their own company as part of the project. CMTA is an engineering firm. Subcontractors will be responsible for the installation of equipment in all disciplines and will be selected, with the aid of the City of South Bend, Page 14 Page content is proprietary and confidential 3 — Company Background and Qualifications Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana go 00 CMTA through a competitive bidding process. CMTA has HVAC and controls technicians on staff to facilitate the commissioning of work, but we do not install any work ourselves. The table below lists items that are self -performed vs. subcontracted. HVAC Audit Lighting Installation (Skilled Trades) Labor Controls Audit Electrical Installation (Skilled Trades) Labor Lighting Audit HVAC System Installation (Skilled Trades) Labor Energy Analysis HVAC Controls Installation (Skilled Trades) Labor Rate Analysis Window System Design Energy Procurement Window System Installation HVAC System Engineered Drawings/Plans Roof Replacement Design HVAC System Specifications Roof Replacement Installation Lighting Engineered Drawings/Plans Equipment Maintenance Services Lighting Specifications Electrical Power Engineered Drawings/Plans Electrical Power Specifications HVAC Controls System Drawings/Specifications Light Fixture Bidding and Procurement HVAC Equipment Bidding and Procurement HVAC System Commissioning HVAC Controls Commissioning Energy Management Services Equipment Maintenance Services Solar Design Construction Management Measurement and Verification Envelope Testing Page 1 5 Page content is proprietary and confidential 3 — Company Background and Qualifications Performance Contracting I MEP Engineering I Zero Energy Eng' Section 4 Financial Qualifications MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana 4. Financial Qualifications CMTA • *• o. Describe your ability to provide adequate liability insurance and necessary performance bonding. CMTA carries third -party insurance. This protects CMTA and the Owner from major events. The following are our insurance levels: $1,000,000 each occurrence Commercial & General Liability $2,000,000 aggregate Comprehensive Auto Liability $1,000,000 each occurrence Worker's Compensation $1,000,000 each occurrence Excess General Liability $10,000,000 each occurrence $10,000,000 aggregate Professional Liability Insurance $2,000,000 each occurrence $2,000,000 aggregate Typically, CMTA self -guarantees the energy savings of each project. Ourself -guarantee results in the benefit of an overall lower delivered project cost to the Owner. CMTA has delivered over $500 million in guaranteed energy savings projects and has never missed a guarantee. For a $10 million project with $1 million in savings guaranteed per year, a 20% shortfall would be extremely rare. A shortfall would likely be more in the 10% or less. However, even with a 20% shortfall, the reimbursement would be $200,000, which would be funded through CMTA's operating income. We can also provide a bond to guarantee energy savings in the event of a savings shortfall. However, we believe that a self - provided guarantee will provide the best value to the City of South Bend and eliminates the cost of a third -party guarantee. We are open to providing a third -party guarantee, if desired, on a project -by -project basis. CMTA will review options and provide whatever works best for the City of South Bend. b. Attach the two most recent financial reports or audited financial statements in electronic version via web or file share service links. This can be found in Appendix C. c. Provide amount of total outstanding guarantees and amount of guaranteed shortfalls paid out to customers in past five years. The amount of total outstanding guarantees is $306,014,385. There have been no guaranteed shortfalls. d. Attach letter of reference of two subcontractors used on large projects attesting to your firm's fiscal responsibility. This can be found in Appendix E. Page 16 Page content is proprietary and confidential 4 — Financial Qualifications Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 5 Cost MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract - � •� • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV *a.-* City of South Bend, Indiana • • 0 5. Cost a. Provide a comprehensive and detailed breakdown of costs for the scope of work described in this document. Include a projected cost per facility based on recently completed projects with similar scope. Based upon our recent solar installation at Center Grove Community Schools in Center Grove, IN, we have estimated the price per wattage for this project, which is found in the table below. The main difference in pricing between the Center Grove project and this project is the prevailing wage requirement and module tariffs. The Center Grove project came in at $2.83/watt for a 70kWdc Emergency Operations Center, which was bid and built in 2024. To be clear, these are ESTIMATED costs at this point. If we are selected as the successful ESCO we will fully design and competitively bid all labor and material to ensure that the City of South Bend gets the most value possible. We will then review those competitive bids directly with the City of South Bend and you will be able to hand select the contractors and material that you want to use as part of this project. $77,421 $134,773 $66,617 $89,850 $14A03 523,960 $21,607 $180,048 - -- $50,914 - $299,497 - Pricing includes: all labor, supervision, administrative technical support, reports, documentation, mileage, and communication expenses, overhead, profit and all items of cost. $1,592 $3,184 We recommend getting extended warranties on the inverters as they are the most likely component to fail over the lifetime of the PV system. Year 1 Annual M&V Costs $1,050 Annual O&M Costs $2,250 2 $1,071 $2,295 3 $1,092 $2,341 4 $1,114 $2,388 5 $1,137 $2,435 6 $1,159 $2,484 7 $1,182 $2,534 8 $1,206 $2,585 9 $1,230 $2,636 10 $1,255 $2,689 11 $1,280 $2,743 12 $1,306 $2,798 13 $1,332 $2,854 14 $1,358 $2,911 15 $1,385 $2,969 16 $1,413 $3,028 17 $1,441 $3,089 18 $1,470 $3,151 19 $1,500 $3,214 20 $1,530 $3,278 M&V costs cover the daily monitoring of the PV system to ensure the guarantee is met and stay ahead of system errors. O&M covers the system in its entirety over the 20 year project term and is typically a year to year agreement. Page 17 Page content is proprietary and confidential 5 - Cost Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 6 Technical Approach MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract � � •• • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV *a.-* City of South Bend, Indiana • • 0 6. Technical Approach a. Describe your firm's general approach to guaranteed energy savings contracting, including: i. Immediate and long-term value your firm brings to Owner. CMTA's approach to performance contracting is a key driver of value to each project. We believe in having the minimum numbers of layers within the project team to control mark-ups and direct costs as much as possible. A summary of that approach is listed below: • No Sales Commissions — CMTA cuts out inefficiencies and unnecessary costs whenever possible. CMTA's delivery method is different because we believe that the person who is the most qualified to present a project to Owners is a Professional Engineer, not a paid spokesperson. Our Project Engineers speak frankly and honestly about the needs of the individual buildings, the benefits and savings of the upgrades, and the challenges to be overcome during construction. • Fully Engineered Design Documents — CMTA uses our own team of design professionals to generate a full set of biddable contract documents for our projects. We have found that this practice greatly increases the quality of the work, since many of the mechanical, electrical, and plumbing tradesmen live in the community of the facilities they are working in. • Experts in Energy Efficient Design — CMTA is a nationally recognized expert in energy efficient design. Producing verifiably more efficient designs means that we can be more aggressive in making energy savings guarantees, which in turn gives our owners the opportunity to fund more work. • Open Book Pricing — Every energy savings performance contract CMTA has completed features open book pricing. Not only will CMTA strictly adhere to open book pricing methodology, we prefer it. We understand that every project we complete is a long-term partnership, and we do not hide costs, overhead, or profit from our partners. • Multiple Bids — CMTA takes multiple bids from competent local subcontractors for all scopes of work, with input from the City of South Bend's personnel. CMTA can do this with the aforementioned design documents, providing the absolute best in pricing from the local community. • Vendor Neutral — CMTA does not sell, nor are we affiliated with, any equipment manufacturers or products of any kind, allowing us to be completely neutral when it comes to selecting the best product, both in terms of quality and expense. We are not locked into one particular brand as others may be, so our price discounts are always much better than the competition. • Local Subcontractors — CMTA believes that the best pricing for any project is through a competent local subcontractor. This reduces the contractor's travel expenses, as well as keeping the money within the Owner's region. • Third -Party Financing - CMTA relies on true third -party financial professionals to facilitate financing for our clients. These professionals, unlike ESCOs, have a fiduciary duty to act in the best interest of the Owner. Furthermore, these professionals deal in these markets daily. They have the expertise and connections to secure the best deals for the City of South Bend and the knowledge to hold CMTA accountable. CMTA does not profit in any way from the financing for our projects. We simply want to see our clients get the best deal possible. • No Change Order Policy —Since CMTA is in charge of the project's concept, design, and construction, if there is a problem, there is no one to blame except us. Therefore, all CMTA's projects carry a no excuses, Zero Change Order Guarantee. The result of this approach is a project that can drive more scope for less money than our competitors. More project scope allows CMTA to complete holistic renovations rather than just equipment replacements or low hanging scope, allowing Owners to maximize the benefits of this delivery mechanism for their facilities. In addition to driving more value on each project, CMTA is an expert in securing additional funding outside of traditional funding streams. CMTA has secured over $20 million dollars in external financial assistance for our clients over the past ten years. This assistance has come in the form of prescriptive and custom utility rebates; utility rate savings and reimbursements; federal, state, and local grants; and interest -free financing. We are experts at maximizing the benefits of the Inflation Reduction Act for our public clients. In the next three years, our clients will be securing over $130 million dollars in federal funding in response to projects that we are designing and implementing. We will exhaust every opportunity to provide the City of South Bend with "free dollars" to bring the maximum value possible to this project. ii. Any unique qualities or capabilities of your firm that would benefit the Owner in this project. CMTA's in-house solar design experts are on the forefront of rapidly evolving solar technologies to ensure that our clients leverage the best available photovoltaic solutions. Our performance contracting group is uniquely qualified, based on our wide range of experience within the PV industry. This includes 6 NABCEP accredited installers, inspectors, and designers. CMTA has designed and installed over 180 megawatts of photovoltaic systems for our customers. Page 18 Page content is proprietary and confidential 6 —Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MLK Dream Center Solar PV City of South Bend, Indiana CMTA CMTA's philosophy is to identify drastic energy reductions, then supplement this with renewable energy. The less renewable energy needed, the less space needed for renewables, and the lower the cost. The term "building electrification" describes a shift to using electricity rather than fossil fuels for building space heating, domestic water heating, and process heating, like pool heating and cooking. Converting buildings to all -electric means that zero greenhouse gas (GHG) is emitted. We have successfully designed and implemented solar arrays on hundreds of high-performance projects. This process starts at the conceptual design level and involves consideration of building roof area, self -shading, roof obstacles, mounting techniques, utility coordination and regional factors to ensure that the project's solar potential is optimized. Our goal for your facilities would be to maximize solar generation in a way that minimizes or eliminates architectural impact. In addition, CMTA understands the unique utility tariffs and interconnection requirements for the installation of PV across the nation. Because of this understanding and our familiarity with solar system pricing, CMTA can quickly determine if a solar PV system can be included in a self -funding program. CMTA will work with the City of South Bend to assess the South Bend Central Fire Station's and MLK Dream Center's building infrastructure and determine the best path forward to decarbonization for those facilities. CMTA has recently installed the following PV systems as part of our GESC projects: Project Center Grove Community Schools Phases 1-3, IN PV System Size (k�W)Yea 2,917.11 2025 Daviess County Schools, KY 207 2025 Fairfax County Government Phase 3, VA 307.88 2025 Loudoun County Public Schools Phase 8, VA 505.35 2025 Loudoun County Public Schools Phase 7, VA 240.75 2025 Fairfax County Government Phase 3, VA 98.55 2024 Loudoun County Public Schools Phase 9, VA 1,427.4 2024 Boyd County Public Schools, KY 418 2024 Fairfax County Government Phase 3, VA 98.55 2024 Greenbrier County Schools, WV 682.3 2024 Fairfax County Government Phase 2, VA 100 2023 Loudoun County Public Schools Phase 5, VA 2,107 2023 Loudoun County Public Schools Phase 4, VA 562.5 2023 Carroll County Schools, KY 96.76 2022 Clinton City Schools, NC 107.83 2022 Henderson County Schools, KY 156 2022 Lexington -Richland School District 5, SC 390 2022 Loudoun County Public Schools Phase 3, VA 1,941.23 2022 Loudoun County Public Schools Phase 2, VA 244 2022 Wood County Schools Phase 1, WV 300 2021 Rockcastle County Schools, KY 98.8 2021 Simpson College, IA 90.44 2021 Breckinridge County Schools, KY 132 2020 Loudoun County Public Schools Phase 1, VA 593 2020 Owensboro Public Schools, KY 762.57 2020 Big Sandy Community and Technical College, KY 34.56 2019 Jasper County Schools, SC 55.2 2019 Mineral County Schools, WV 299.65 2019 Warren County Public Schools Phase 1, KY 566.34 2018 Grant County Schools, WV 499.36 2018 b. Describe the business unit dedicated to performance contracting, including: i. Years in business specifically in guaranteed energy savings contracting; 13 ii. Percentage of total business revenue generated by performance contracting projects or related services; 55% and iii. Any local presence. CMTA's offices include a location in Indianapolis, Indiana. c. Attach summaries (maximum 1 page per project) of four projects completed by this specific branch of your firm, within the past five years, for services similar to this project. Include at least two projects with two years of guaranteed performance history. These summaries can be found in Appendix F. Page 19 Page content is proprietary and confidential 6 —Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 7 Project Management Approach MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract � •. • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • a.-* City of South Bend, Indiana • • 0 7. Project Management Approach a. Describe how you will manage the project. Discuss minimizing risk to owner, project scheduling and staying on schedule, quality assurance, and working with Owner's facility staff. Minimizing Risk to Owner. CMTA provides the most comprehensive value-added project as a result of our holistic viewpoint, high -performing building expertise, and proven ability to produce greater energy savings when measured by a utility meter. CMTA assumes the lead role throughout the entire energy savings performance contract in order to ensure the project stays on track. We handle all of the engineering and management work in-house so that we control100% of the technical aspects of the project, rather than third parties. This ensures that the design and implementation meet our standards and that our results outperform the competition's. For all labor and trade work, we use a transparent bid process with open book pricing to select quality subcontractors, preferably local to the surrounding area. We also maintain continuous open communication to ensure the City of South Bend's input and interests are thoroughly addressed, from selection through measurement and verification for the full term of the contract. Subconsultants will report directly to CMTA. Using this approach, we have achieved outstanding outcomes on all of our ESPC projects, resulting in the greatest long-term value to our clients. Scheduling: CMTA's method for success on all our projects is to establish a Critical Path Method (CPM) schedule. This schedule identifies all project -related tasks and scopes of work for design, construction, commissioning, training, and measurement and verification. The result of this process is that we have never missed a construction completion date on any of our ESPC projects. CMTA typically prepares a CPM schedule for each project using SmartSheet scheduling software. However, we are open to utilizing any scheduling software preferred by our clients. SmartSheet is a user-friendly web -based scheduling program similar to Microsoft Excel that provides real-time remote viewing of the project schedule from any device with internet access. We provide the appropriate login credentials that allow our clients to view and comment on the schedule remotely. The schedule details all tasks and dates required to complete the pre -design audits and client reviews, engineering design, and approvals, financing administration, bidding, and construction procedures for all ECMs identified in the project. All timeline milestones are identified, and a summary schedule showing critical milestones is also provided. Since we utilize real-time web -based scheduling software, our CPM schedule is updated in real-time to reflect changes and variances in the progress of the project. The CMTA project manager alerts our clients in advance of all schedule changes, and our clients have the option to log in anytime and review the real-time schedule. CMTA's onsite construction managers work to ensure that there are no delays and manage and resolve all coordination issues between subcontractors directly. In addition, our clients are invited to weekly construction meetings with subcontractors at each site. Quality Assurance: Our team understands that a quality set of drawings is critical to minimizing change orders, as well as adhering to the project budget and schedule. In addition, engineers must conduct accurate fieldwork, including managing phasing, curtailing disruption, minimizing/eliminating costly change orders, and safeguarding trouble -free system operation. During the construction document phase, the quality assurance process focuses on items such as final drawing and specification review. For example, we review the final sizes of electrical panels and circuits and the fit of ductwork with respect to structure and ceiling heights. At this stage, BIM is a great tool to expedite this review while allowing a more in-depth look at clash detection, fit, and coordination issues. At CMTA, quality assurance team meetings happen throughout design and construction. These meetings occur regularly with different goals and objectives, depending on the phase. Our QC process is structured to deliver high -quality design. Meeting notes and QC reviews are living documents that team members access for successful project continuity. Additionally, regular owner review meetings are conducted during the design phase to solicit input and feedback on design direction and progress. The Owner review process during a CMTA ESPC project should be no different than a traditional plan/spec construction process. Working with Facility Staff. As a design consultant for the past 57 years, CMTA has consistently partnered with Owners to develop and enforce stringent design standards across every project. Our commitment to this effort led us to establish a performance contracting division, ensuring clients avoid substandard equipment and quality often associated with GESPC projects. All of our GESPC projects integrate our national leading design expertise, featuring engineered drawings for HVAC, lighting, solar, DDC controls, and all other ECMs. These drawings thoroughly define project scopes and integrate Owner -specific design standards. CMTA ensures the active involvement and cooperation of facility staff through continuous open communication and treating each project as a long-term partnership. We utilize a phased approach to project development, including regular design review Page 1 10 Page content is proprietary and confidential 7 — Project Management Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract 0 •0 • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV S...6 City of South Bend, Indiana • • 0 meetings with facility staff and stakeholders, ensuring all project aspects meet and exceed Owner expectations, and complying with established standards. This collaborative effort integrates Owner input and addresses concerns throughout the design phase. Once a project is in construction, our full-time onsite Construction Managers oversee daily operations, enforcing quality, safety, and compliance with specifications. They promptly address any issues that arise, ensuring facility staff have a consistent point of contact and remain actively engaged from project inception to completion. Our Project Manager and Construction Managers maintain direct lines of communication with facility personnel, ensuring ongoing transparency and involvement throughout the project lifecycle. b. Provide a sample timeline indicating the necessary activities for this project, including ongoing service or maintenance following project installation. Notice to Proceed Granted Id Project Development (Site Visit, Drawings, Utility Interconnection & Contract) 90d Project Kick Off (Receive Materials, Project Schedule Review & Construction Manager Introductions) 14d Racking & Module Installation 14d Stringing Modules 4d Set Inverter & DC/AC Conduit Installation Install Balance of System Equipment Communications Installation Local AHJ Inspections System Commissioning Utility installs Bi-Directional Meter, Issues Permission to Operate (PTO) & Turn on PV System CMTA Submits As-Builts! Project Related Documents 1 A Total 3d 4d 1d 1d 2d 7d 5d 146d c. Identify which portions of the project you intend to implement with subcontractors and how the subcontractors will interact with the Owner. As discussed in Section 3, CMTA has all the required technical and construction management expertise on staff to design and stamp drawings, calculate energy savings, model building performance, manage subcontractors during construction, commission systems after installation and measure and verify systems performance. The following graphic illustrates the types of work that CMTA implements, as well as what subcontractors are assigned. d. Explain any experience you have with IRA rebates or how you intend to maximize direct pay through the implementation of the project. With the Inflation Reduction Act, tax-exempt entities can now receive a new Direct Pay Investment Tax Credit (ITC), which applies to solar installations, geothermal ground source heat pump systems, and other energy property. CMTA is uniquely positioned to advise on how to maximize the impact of this legislation and secure applicable credits for Owners. The ITC begins as a base 25.5% tax credit for a project financed by a tax-exempt loan. Additional incentives, like domestic manufacturing and location of the project in a low-income area, are available to further increase the tax incentive by 10% each. Every opportunity to increase the value of the tax credit for the City of South Bend will be explored. CMTA has recently helped the following entities receive IRA funding: Page 1 11 Page content is proprietary and confidential 7 — Project Management Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana CMTA Anticipated e. Explain how you intend to comply with City Ordinance 14.5 related to utilization of minority or women owned businesses. CMTA commits to working with the City of South Bend to solicit bids from business enterprises owned by minorities, women, service -disabled veterans, persons with disabilities and small business enterprises. On previous projects, we have used advertisements in local newspapers and industry publications to advertise project opportunities and we set project -specific goals for participation in collaboration with our clients. Additionally, CMTA has a website link (https://www.cmta.com/contact) where diverse business enterprises can register with CMTA. CMTA has proven to be highly effective in helping clients meet or exceed their subcontracting goals. The table below illustrates just a small sample size of successful CMTA projects that have incorporated labor and/or services from disadvantaged business enterprises. Clinton City Schools, NC ParticipationProject ..Participation 10% 28% Louisville Airport, KY 3% 12% West Liberty University, WV 0% 64% Jasper County Schools, SC 0% 10% Loudoun Co Schools Phase 1, VA 0% 86% Loudoun Co Schools Phase 2, VA 0% 15% Loudoun Co Schools Phase 3, VA 0% 38% Loudoun Co Schools Phase 4, VA 0% 100% Loudoun Co Schools Phase 5, VA 0% 36% Page 1 12 Page content is proprietary and confidential 7 — Project Management Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 8 Measurement & Verification MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract . ■ •� • CMTA South Bend Central Fire Station & MLK Dream Center Solar PV *a.-* City of South Bend, Indiana • • 0 Be Measurement & Verification a. Describe the methodologies used to calculate baseline utility consumption. CMTA's method to compute baseline use is simple and straightforward with no computer modeling, formulas, or calculations that are difficult to understand. We simply collect utility data from actual utility bills over a representative baseline period that typically encompasses the previous two to three years. CMTA always utilizes actual usage and billing from the utility company to compile the baseline. We will work directly with the City of South Bend and the utility companies serving the city to gather bills. Multiple years of data are preferred to avoid any potential outliers in usage, consumption, or billing errors. A sample data analysis spreadsheet summary is shown to the right. cry Ball nnnev Nea an 4y666 p Photo rgv summary _ — �El lal UMerm 5 ul lkeN/lel wvl/�.pana $A� h,hle �a a am to - Average Energy Data lan 205 211 $ 6p23 $ 91. 22 114 325$ Feb $ $ $ $ $ $ Rprr 219 $ 5,059 $ 326 $ 120 266 $ mat $ $ $ lun81,360 216 228 $ 6,638 36 $ $ 565 314 $ lul $ 6,044 $ $ 212 296 $ 36 171 27 $ 602 332 $ $ 1.2 N 324 $ $ $ $ Nov 17 0201 231 $ 6,462 $ 94 $ $ 411 325 $ $ b. Describe the methodologies likely to be used to $ $ verify annual savings. Option C is our standard for whole -building projects and renovations because we believe the bills tell the story of the building and the savings, etc. However, for this solar only project, we believe option a is the true measure of performance. All guarantees are directly measured from the array production, which is the variable that our design and project have the ability to impact. This data would come directly from the inverter or a dedicated solar production meter installed on site, which would be put directly around the PV AC output feed interconnecting to buildings electrical infrastructure. Electric (kWh) Ell, 000 ■■■000 ■■■■000 000 ■■■ Gas (Therms) Demand (kW) Expense $J,180 :� $7% Total $88,896 $75,615 85% a Water a Gas a Electric c. Describe your firm's approach to accounting for equipment or operational changes that impact savings estimates during the period of performance. During the length of the guarantee, CMTA will be monitoring and ensuring the system is meeting the utility savings within the contract. Since we are guaranteeing this project through Option B, operational changes outside of an inverter, rapid shutdown unit or module failure will not impact the guarantee. If equipment does fail, CMTA will get an email alert from the monitoring software or our team will find it during the daily monitoring check in. From there we would communicate with the owner to let them know of the issue and communicate the issue may impact the guarantee if it is not remedied. If the owner has chosen a longterm 0&M plan with CMTA, we would communicate the issue to the owner and sent our O&M team out to address the issue and bring the system back up to operational standing. Lastly, Whether adjustments relate to matters such as weather, equipment failure all baseline adjustments will be mutually agreed upon by CMTA and the City of South Bend. a. Attach a Measurement and Verification Plan and Annual Savings Report from a recent project. This report can be found in Appendix G. Page 1 13 Page content is proprietary and confidential 8 — Measurement & Verification Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Section 9 Financial Guarantees MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana 9. Financial Guarantees a. Describe your approach to creating and delivering on the savings guarantee. Include: i. Methodology to calculate savings guarantee. CMTA • *• As mentioned in Section 8, CMTA would utilize the IPMVP Option B as our method of guaranteeing project energy savings without adjusting the baseline in any way. We believe that the energy savings guarantee should be based on what is actually recorded at the meter -level and not based solely on normalized simulation results. In the case of wholistic building projects, we believe Option C best captures the true performance of a building. For stand-alone solar projects, Option B is the most accurate representation of a project's performance. Whole -building metering could skew the measurement of solar production based on occupancy levels or other factors where as Option B directly measures the array performance at the inverters where the electrical production is transmitted to the building. As shown in the following sample energy conservation measures (ECM) table, it is CMTA's preference to include as much savings as possible by utilizing the Whole Building, Option C way to verify performance, but Solar PV is the perfect use -case for an Option B guarantee. ECM Label E.1 ECM Table ECM Name LED Lighting Upgrades IPMVIP Option B — ECM Isolation E.2 Lighting Controls C —Whole Meter E.3 Solar Photovoltaic B — ECM Isolation P.1 Water Efficiency Upgrades A — ECM Isolation HA HVAC Controls C —Whole Meter H.2 HVAC Retrocommission ing C —Whole Meter H.3 Packaged RTU Replacement C—Whole Meter H.4 Chilled and Hot Water Plant Renovation C —Whole Meter H.5 Geothermal HVAC Renovation C —Whole Meter G.1 Building Envelope Improvements C —Whole Meter Typical CMTA Guarantee Table Our M&V plans are not bogged down with engineering formulas, calculations, or normalization references. The savings are calculated according to actual utility costs, and it is not our practice to apply weather -adjustments or other transformations to the raw production data. In layman's terms, we directly measure the electricity produced by the solar PV array and compare that to the annual production guarantee. Thus, our measurement and verification method is very straightforward: Energy Produced = Energy Saved ii. Position on stipulated savings. CMTA is the only ESCO to consistently provide guarantees exclusively using true -meter data such as IPMVP's Option e & C as the method of guaranteeing project savings. On each of our projects, we stake our reputation on the real -life performance of our guarantee, not our ability to generate compelling computer models. CMTA does not guarantee savings based on the stipulated option D, which uses computer -generated simulation models, unless specifically requested by the City of South Bend. Simulation models are used only to help develop savings calculations and project future energy consumption. We believe that the energy savings guarantee should be based on what is actually recorded by the meters and not based on stipulated projections. iii. Any non -utility cost savings that will be calculated or estimated (e.g., staff time, materials, deferred maintenance). For this project, there are no additional non -utility cost savings projected although CMTA will perform a utility rate analysis on each building to ensure financial savings are optimized. iv. Explain how these savings are calculated. As stated in section 9.i above, CMTA would utilize IPMVP Option B, Fully Metered ECM Isolation, to calculate savings. Simple arithmetic is used to compare post -project electrical production to the annual guaranteed value. Page 1 14 Page content is proprietary and confidential 9 — Financial Guarantees Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract 0 •0 • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV v...6 City of South Bend, Indiana • • 0 v. Explain how these savings are monitored and verified. CMTA has an M&V team, led by an accountant, dedicated to tracking all projects in the performance period. Our M&V team collects all relevant utility bills and tracks the energy usage for every building under a CMTA contract. Tracking project performance in this manner allows us to identify and correct operational issues before missing a contract guarantee. For example, during the M&V monitoring on one of our recent projects, the project manager was able to identify a failed water heater relief valve after recognizing an anomaly in the utility bills. The failed valve was causing excessive water and gas consumption. CMTA repaired the valve and normal energy consumption resumed, eliminating a need for baseline adjustment. Our Measurement and Verification of project savings consists of an annual reconciliation report covering each year of the guarantee term. Itis a simple and concise report, yet very powerful. Graphs are provided for each facility (an example shown on below), showing the guaranteed production vs. actual production for a solar PV array. The numbers are taken straight from the measured inverter production with no adjustments. The annual production from the solar array is quite simply the savings. No regression analysis or complex modeling required. If the total savings from all buildings does not add up to the guaranteed amount, then CMTA would write this Owner a check for the shortfall. 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 Solar Production Tracking A ,025 ),109 There is no way to "hide" behind these numbers or manipulate the data to the benefit of the ESCO using this method. To date, CMTA has never fallen short of a performance guarantee and in every circumstance excess savings, above and beyond the guarantee level, were achieved for our clients. vi. Indicate which non -utility savings types are guaranteed. For this project, there are no additional non -utility cost savings projected. vii. Describe how you maximize Owner's return on investment. CMTA's approach to performance contracting is a key driver of value to each project. We believe in having the minimum numbers of layers within the project team to control mark-ups and direct costs as much as possible. Our approach includes: • Fully Engineered Design Documents—CMTA uses our own team of design professionals to generate a full set of biddable contract documents for our projects. • Open Book Pricing — Every energy savings performance contract CMTA has completed features open book pricing. We understand that every project we complete is a long-term partnership, and we do not hide costs, overhead, or profit from our partners. • Vendor Neutral — CMTA does not sell, nor are we affiliated with, any equipment manufacturers or products of any kind, allowing us to be completely neutral when it comes to selecting the best product for the City of South Bend, both in terms of quality and expense. • Local Subcontractors — CMTA believes that the best pricing for any project is through a competent local subcontractor. This reduces the contractor's travel expenses, as well as keeping the money within the Owner's region. • Third -Party Financing -CMTArelies on true third -party financial professionals to facilitate financing for our clients. These professionals, unlike ESCOs, have a fiduciary duty to act in the best interest of the Owner. CMTA does not profit in any way from the financing for our projects. Page 1 15 Page content is proprietary and confidential 9 — Financial Guarantees Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning - • RFQ Response for Guaranteed Energy Savings Contract 40 s • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • • City of South Bend, Indiana • • 0 b. Identify tax credits, grants, and incentives that may be available to the Owner for funding this project and describe your expertise in securing them. CMTA is not a lobbyist, nor do we receive any additional financial incentive for helping Owners procure external subsidies. Nevertheless, CMTA has secured over $20 million dollars in external financial assistance for our clients over the past ten years. This assistance has come in the form of prescriptive and custom utility rebates; utility rate savings and reimbursements; federal, state, and local grants; and interest -free financing. We are experts at maximizing the benefits of the Inflation Reduction Act for our public clients. In the next three years, our clients will be securing over $130 million dollars in federal funding in response to projects that we are designing and implementing. We will exhoustevery opportunity to provide the Cityof South Bend with 'free dollars" to bring the maximum value possible to this project. In addition, we will calculate and apply for all local utility rebates available to the City of South Bend as a result of the project to reduce the amount of financing required. We will submit all required paperwork to secure prescriptive and custom rebates for applicable energy conservation measures. CMTA has also helped past clients obtain over $9.3 million dollars in state, federal, and utility grants. CMTA will seek out any grants on behalf of the City of South Bend and complete the application process. Because this process occurs before a contract is executed, this money can be used to increase the overall scope of a GESC project or to decrease the amount of required Owner contribution. c. Disclose any relationships with financial institutions. Determining the return on investment and structuring the project financing should not be difficult, and CMTA will make sure it feels this way. In all cases, the City of South Bend will pay for the project either using locally available funds, financed/borrowed funds, and/or energy savings. The most likely scenario is that some amount of financed/borrowed funds will be a part of the project. In this case, a licensed municipal advisor is required to do the actual solicitation work from banks and lenders on the City of South Bend's behalf. This ensures compliance with the Dodd -Frank Act. This third -party licensed municipal advisor will have a fiduciary duty to act in the best interest of the City of South Bend and secure the best deal for the client - not for CMTA or anyone else. CMTA believes that consulting a third -party financial advisor ensures the financing portion of this project goes smoothly. These companies have a legally binding fiduciary responsibility to act in the best interest of the City of South Bend (rather than on behalf of CMTA). This ensures that the City will get the best terms available. CMTA does not profit from the financing in any way. Regarding which licensed municipal advisor executes the deal, CMTA has relationships with multiple qualified municipal advisors that have successful proven track records taking the issue to market. This includes Hannon Armstrong and Bank of America. Alternatively, CMTA can work with the City's existing advisors to create the investment information package that is taken to market. Page 1 16 Page content is proprietary and confidential 9 — Financial Guarantees Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Appendix A List of Awards MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana ASHRAE Technology Awards CMTA is a strong supporting member of the ASHRAE community. In fact, CMTA is the most awarded firm of all time. In addition to participating in national committees and helping to develop guidance criteria each year our team members submit their best projects for recognition. 2024 First Place - Education -Existing I ALdie Elementary School, LCPS - Healthcare -Existing Building Commissioning I Bon Secours Mercy Health Lourdes Hospital - Commercial -New I Mounirail Williams Electric Co-op Headquarters - Commercial -Existing Building Commissioning I Liberty Mutual8oston Campus 2024 Second Place - Education -New I John Lewis Elementary School, DC Public Schools 2024 Honorable Mention - Residential -Existing I Thurston Residence Hall, George Washington University 2023 First Place - Educational -New I Halabird and Graceiand Schools, BCPS - Public Assembly -New I Arlington County Lubber Run Community Center - Commercial Builcings-Existing I Marriott Ingalls Building 2023 Second Place - Other Institutional -New I NDSU Veterinary Diagnostics Laboratory - Commercial -Existing I CMTA Energy Solutions office 2023 Honorable Mention - EducationaJ Facil6es-New I UofL Belknap Academic Building 2022 First Place - Educational -Existing Building Commissioning I Kentucky Community and Technical College System - Healthcare Facilities -New I Norton Nowak Center for Children's Health 2021 First Place - II -Educational -Existing I Cincinnati Public Schools- HLstoric Mercy High School Renovation to become Gamble Montessori 2021 Second Place - II -Educational -New I Arlington Public Schools -Alice West Fleet Elementary School 2021 Honorable Mention - I I -Educational- Existingi Harvard University - Massachusetts Hall Historical Renovation 2020 Second Place - I -Educational -New I Fayette County Public Schools - Frederick Douglass High School Page 1 1 CMTA o ASHRAE ffy BCPS Halabird and Graceland Schools Baltimore, Maryland •f � � r Lubber Run Community Center ArlirQton, Virginia Kentucky Community & Technical College System Kentucky Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Awards Aldie Elementary School Loudoun County Public Schools, Ashburn, Virginia • 2024 First Place Technology National Award — ASHRAE Region 2 — Educational Facilities — Existing • 2023 Regional Technology Award — ASHRAE Region 2 — Educational Facilities — Existing Alice West Fleet Elementary School Arlington Public Schools, Arlington, Virginia • 2021 Second Place Technology National Award — ASHRAE Region II — Education — New • 2020 Regional Technology Award — ASHRAE Region II — Education — New Artist Village Residence Hall University of North Carolina School of the Arts, Winston-Salem, North Carolina • 2023 Regional Technology Award —ASHRAE Region 4— Educational Facilities - New Barkley Elementary School Fort Campbell, Kentucky • 2013 Works in Progress Citation Award —American School & University • 2013 New Construction/Addition Outstanding Project Award — Learning by Design Magazine • 2014 Chief of Engineers Awards of Excellence Honor Award • 2014 Chief of Engineers Building the Future Award for Excellence in Sustainability Belknap Academic Building University of Louisville, Louisville, Kentucky • 2023 Honorable Mention National Technology Award - ASHRAE Region 7 — Educational Facilities — New • 2022 Regional Technology Award —ASHRAE Region 7— Educational Facilities — New Big Four Station Park Jeffersonville, Indiana • 2015 Merit Award — Kentucky AIA Award for Excellence in Architectural Design Bon Secours Mercy Health Lourdes Hospital Paducah, Kentucky • 2024 First Place Technology Award — ASHRAE Region 7 — Healthcare — Existing Building Commissioning 2023 Regional Technology Award - ASHRAE Region 7 — Healthcare — Existing Building Commissioning Brockton Behavioral Health Medical Center Boston Medical Center, Boston, Massachusetts • 2024 Regional Technology Award —ASHRAE Region 1— Healthcare - Existing Building Commissioning Page 12 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Buckley Elementary School Manchester Public Schools, Manchester, Connecticut • 2024 Regional Technology Award —ASHRAE Region 1— Educational Facilities - Existing Campus Recreation Center Northern Kentucky University, Highland Heights • 2017 Outstanding Sports Facility Award — National Intramural Sports Association • 2017 Merit Award — Kentucky AIA Award for Design Excellence Cane Run Elementary School Louisville, Kentucky • 2013 National Green Ribbon School Award — U.S. Department of Education Canoe Creek K-8 School School District of Osceola County, St. Cloud, Florida • 2023 Regional Technology Award —ASHRAE Region 12 — Educational Facilities - New Cele Middle School Pflugerville, Texas • 2016 Center for the Built Environment Livable Buildings Award • 2014 TASA/TASB - Exhibit of School Architecture • Caudill Award for New Construction • Design, Educational Appropriateness, Innovation, Process of Planning & Sustainability Criteria Awards Center for a Sustainable Future Adrian, Michigan • 2014 National Green Ribbon School Award — U.S. Department of Education • First LEED Platinum K-12 School in Michigan Chapel Hill Head Start Center Audubon Area Community Services, Marion, Kentucky • 2024 Regional Technology Award —ASHRAE Region 7— Educational Facilities - New Chatfield College Over -the -Rhine Campus Cincinnati, Ohio • 2015 Rehabilitation Award — Cincinnati Preservation Association CMTA Lexington Office Building Lexington, Kentucky • 2019 Second Place Technology Award — ASHRAE Region VII • 2018 ICF Builder V Runner Up — Light Commercial • First LEED Platinum Office Building in Kentucky Page 13 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • • First LEED Platinum Building in Lexington • 2013 Environmental Award — Lexington -Fayette Urban County Government Environmental Commission • 2015 Light Commercial Division Finalist — ICF Builder Awards CMTA, Inc. Louisville, Kentucky • 2016 USGBC Broad Impact Award 2013 Society of American Military Engineers Small Business Excellence in Service Award 2009 Governor's Energy Leadership Award — Kentucky Governor's Awards 2007 Industry of the Year Award — University of Louisville Speed School of Engineering Awards CMTA, Inc. Energy Solutions Louisville, Kentucky • 2023 Second Place National Technology Award ASHRAE Region 7 — Commercial — Existing • 2022 Regional Technology Award —ASHRAE Region 7— Commercial — Existing College of Business University of West Georgia, Carrollton, Georgia • 2023 Regional Technology Award —ASHRAE Region 4— Educational Facilities - New Cox's Creek Elementary School Nelson County Schools, Cox's Creek, Kentucky • 2017 Honorable Mention Award Winner—ASHRAE Society • 2016 First Place Technology Award — ASHRAE Region VII • 2016 First Place Technology Award — Louisville Chapter ASHRAE Cub Run Recreation Center Fairfax County Government, Fairfax, Virginia • 2024 Regional Technology Award —ASHRAE Region 3 — Public Assembly - Existing Davis Marksbury Building University of Kentucky, Lexington, Kentucky • 2011 Citation Award — Kentucky AIA Award for Excellence in Architectural Design Deep Green Residence Hall Berea College, Berea, Kentucky • 2017 Honorable Mention Technology Award — ASHRAE Region 7 - Public Assembly — New • 2016 First Place Technology Award — ASHRAE Region 7 - Public Assembly — New • 2016 First Place Technology Award — Bluegrass Chapter ASHRAE • 2014 Award of Merit in the Green Project Category — Engineering News Record Midwest Best Projects Award • 2015 Living Building Challenge Petal Certification Page 14 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • • 2015 Second Place, New Construction — St. Louis At Home Architect & Designer Awards • 2014 Citation, Residence Hall — American School & University • 2014 Project of the Year —Associated General Contractors of Kentucky • 2014 Best Use of Green & Sustainable Design/Construction — On Campus Student Housing Business • 2014 Honorable Mention, Education Design Showcase - College Planning & Management • 2013 Honorable Mention, Commercial/Industrial - Forest Stewardship Council Design & Build Awards • 2013 Build Kentucky Award — Associated General Contractors of Kentucky Discovery Elementary School Arlington Public Schools, Arlington, Virginia • 2019 First Place Technology Award — ASHRAE Region 3 — Educational Facilities - New • 2017 AIA COTE Top 10 Award • 2017 Green Ribbon School, U.S. Department of Education • 2017 Presidential Citation for Sustainability, AIA I DC • 2017 Special Jury Recognition Award, Virginia Chapter of the Association for Learning Environments • 2016 Honor Award — AIA Central Virginia • 2016 Project of Distinction New Construction —Association for Learning Environments • Fall 2016 Honorable Mention — Learning by Design • 2015 Award of Excellence — DESIGNArlington Awards Dish man -McGinnis Elementary School Bowling Green Independent School District, Bowling Green, Kentucky 2014 Flag Award/Official Kentucky Green & Healthy School — Kentucky Green and Healthy Schools District 3 Police Headquarters Cincinnati, Ohio • 2017 National Award of Excellence Federal/State/County Municipal - DBIA • 2017 First Place Technology Award — ASHRAE Region 5 — Institutional Buildings - New • 2016 PIC Design Award, Special Award: Sustainable Design 2016 First Place Technology Award — ASHRAE Region V 2016 First Place Technology Award — Cincinnati Chapter ASHRAE 2016 Honor Award/Open Design Advancement (Best of Show) — Cincinnati AIA Award for Excellence in Architectural Design Draper Hall Renovation Berea College, Berea, Kentucky • 2004 Special Award — Kentucky AIA Award for Excellence in Architectural Design Ekstrom Library Expansion University of Louisville, Louisville, Kentucky • 2006 Honor Award - Kentucky AIA Award for Excellence in Architectural Design • 2006 Architectural Portfolio - American School and University Page 15 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Fayette County Courthouse Lexington, Kentucky • 2020 Regional Technology Award —ASHRAE Region 7 — Public Assembly - Existing Franklin County Courthouse Frankfort, Kentucky • 2015 Illuminating Engineering Society of North America — Award of Merit Frederick Douglass High School Fayette County Public Schools, Lexington, Kentucky • 2020 Second Place National Technology Award — ASHRAE Region II — Educational - Existing • 2019 ICF Builder Best in Class Project — Heavy Commercial (Education) Gloria Marshall Elementary School Spring, Texas • 2011 William W. Caudill Citation Award —American School & University • 2011 Caudill Award —Texas Association of School Boards • 2011 Green Schools Award, K-12 Grouping— USGBC Central Texas Balcones Chapter Holabird and Graceland Park/O'Donnell Heights Elementary & Middle Schools Baltimore City Public Schools, Baltimore, Maryland • 2023 First Place National Technology Award — ASHRAE Region 3 — Educational — New • 2022 Regional Technology Award —ASHRAE Region 3 — Educational — New Houston Advanced Research Center The Woodlands, Texas • 2017 Award of Merit, Small Project— Engineering News -Record Global Best Projects Ingalls Building Cincinnati, Ohio • 2023 First Place National Technology Award — ASHRAE Region 5 — Commercial — Existing • 2022 Regional Technology Award —ASHRAE Region 5 — Commercial — Existing Jackie Doucet Caffey Junior High School Alvin Independent School District, Alvin, Texas • 2023 Regional Technology Award —ASHRAE Region 8— Educational Facility — New James N. Gamble Montessori High School Cincinnati Public Schools, Cincinnati, Ohio • 2021 First Place National Technology Award — ASHRAE Region 2 — Education — Existing • 2020 Regional Technology Award —ASHRAE Region 2 — Education — Existing Page 16 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning .-0 RFQ Response for Guaranteed Energy Savings Contract 0 • •• 0 CMTA • South Bend Central Fire Station & MILK Dream Center Solar PV • • . • • City of South Bend, Indiana 0 9 John Lewis Elementary School DC Public Schools, Washington, DC • 2023 Regional Technology Award —ASHRAE Region 3 — Educational Facilities - New Kenton County Public Library Covington, Kentucky • 2014 Merit Award — Columbus AIA Award for Excellence in Architectural Design Kentucky Community & Technical College System Various Locations Throughout Kentucky • 2022 First Place Technology Award - ASHRAE Category 2 - Educational Facilities — Existing Building Commissioning • 2021 Regional Technology Award - ASHRAE Category 2 - Educational Facilities — Existing Building Commissioning Kentucky Exposition Center Louisville, Kentucky • 2019 Honorable Mention Technology Award — ASHRAE Region 7 — Public Assembly - Existing Leitchfield Aquatic Center Leitchfield, Kentucky • 2014 Award — American Public Works Association Leonard & Audrey Dearing Elementary School Pflugerville Independent School District, Pflugerville, Texas • 2015 Best Project Award/Green Project Category — ENR Texas & Louisiana Liberty Mutual Boston Office Building Boston, Massachusetts 2024 First Place Technology Award — ASHRAE Region 2 — Commercial — Existing 2023 Regional Technology Award —ASHRAE Region 1— Commercial — Existing/EBCx Lincoln Hall Renovation Berea College, Berea, Kentucky • 2005 Honor Award — Kentucky AIA Award for Excellence in Architectural Design • First LEED Building in Kentucky Louisville Urban League Norton Healthcare, Louisville, Kentucky • 2023 Regional Award — ASHRAE Region 7 — Public Assembly — New Page 17 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Lourdes Hospital Mercy Health, Paducah, Kentucky • 2023 Regional Award — ASHRAE Region 7 — Healthcare — Existing Building Commissioning Lubber Run Community Center, Arlington County Arlington, Virginia • 2023 First Place National Technology Award — ASHRAE Region 3 — Public Assembly — New • 2022 Regional Award — ASHRAE Region 3 — Public Assembly — New Locust Trace AgriScience Campus Lexington, Kentucky • 2013 First Place Technology Award - ASHRAE Region 7 - Educational Facilities — New • 2013 National Green Ribbon School Award — U.S. Department of Education Madeira High School Perin Learning Commons Madeira City Schools, Madeira, Ohio • 2016 Outstanding Design Award — Learning by Design • 2015 Outstanding Design Award — American School & University Major Health Partners Wellness Center and YMCA Shelbyville, Indiana • 2022 Regional Technology Award —ASHRAE Region 5 — Healthcare— New Marnel C. Moorman School Shelby County Schools, Shelbyville, Kentucky • 2021 Regional Technology Award —ASHRAE Region 7— Educational Facilities - New Massachusetts Hall Historical Renovation Harvard University, Cambridge, Massachusetts 2021 Honorable Mention Technology Award — ASHRAE Region 2 — Education — Existing 2020 Regional Technology Award —ASHRAE Region 2 — Educational Facilities - Existing May-Crossen Student Commons and The Co -Lab Earlham College, Richmond, Indiana 2017 International Interior Design Association (IIDA) Indiana Interior Design Excellence Award — Best of Category/K12 and Higher Ed McCormick Maryland Logistics Center Sparrows Point, Maryland • 2024 Regional Technology Award —ASHRAE Region 3 — Industrial Facilities - New Page 18 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Mountrail Williams Electric Co -Op Headquarters Building Williston, North Dakota • 2024 First Place Technology Award — ASHRAE Region 6 — Commercial — New • 2023 Regional Technology Award — ASHRAE Region 6 — Commercial — New National Government Services Shelbyville Data Center Shelbyville, Kentucky • 2018 Tier III Design — Uptime Institute NeoCity Academy STEM School School District of Osceola County, Kissimmee, Florida • 2020 Regional Technology Award —ASHRAE Region 8— Educational Facilities - New Newton Parrish Elementary School Owensboro Public Schools, Owensboro, Kentucky • 2022 Regional Technology Award —ASHRAE Region 7 — Educational Facilities - Existing Norse Commons Renovation Northern Kentucky University, Highland Heights • 2014 Merit Award — International Interior Design Association and American Society of Interior Designers North Dakota State University Veterinary Diagnostics Laboratory Fargo, North Dakota 2023 Second Place National Technology Award — ASHRAE Region 6 — Other Institutional — New 2022 Regional Technology Award - ASHRAE Region 6 — Other Institutional — New Norton Novak Center for Children's Health Louisville, Kentucky • 2021 First Place National Technology Award - ASHRAE Category 7 — Healthcare Facilities — New • 2020 Regional Technology Award - ASHRAE Category 7 — Healthcare Facilities — New Norton Commons Elementary School Louisville, Kentucky • 2017 Learning By Design Outstanding Project Oldham County Library LaGrange, Kentucky • 2009 Illuminating Engineering Society of North America — Award of Merit Pepper Construction Cincinnati Headquarters Cincinnati, Ohio • 2024 Regional Technology Award —ASHRAE Region 5 — Commercial Buildings - Existing Page 19 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Perham High School Perham -Dent School District, Perham, Minnesota • 2024 Regional Technology Award —ASHRAE Region 6— Educational Facilities - New Perry County Memorial Hospital Tell City, Indiana • 2016 First Place Technology Award — ASHRAE Region VII • 2016 First Place Technology Award — Louisville Chapter ASHRAE Pete Frates Center Boston College, Boston, Massachusetts • 2022 Regional Technology Award —ASHRAE Region 1— Higher Education Facilities - New Richardsville Elementary School Bowling Green, Kentucky • 2012 National Green Ribbon Schools Award — U.S. Department of Education • 2011 Special Citation Award —American School & University • 2009 Andromeda Award — National Alliance to Save Energy • 2008 Special Citation Award, Work in Progress Category —American School & University Rosa Parks Elementary School Fayette County Schools, Lexington, Kentucky • 2012 EBie Award, Reformed Gas Guzzler Category — U.S. Green Building Council (USGBC) NYC Chapter 2012 National Green Ribbon School Award — U.S. Department of Education Salem Hospital (formerly known as North Shore Medical Center) Mass General Brigham, Boston, Massachusetts • 2021 Regional Technology Award —ASHRAE Region 1— Healthcare Facilities - Existing School of Art/Visual Studies University of Kentucky, Lexington, Kentucky • 2015 Honor Award — Kentucky AIA Award for Excellence in Architectural Design Simpson College Indianola, Iowa • 2024 Regional Technology Award —ASHRAE Region 7— Educational Facilities— Existing Building Commissioning Student Recreation Center University of Louisville, Louisville, Kentucky • 2015 Merit Award — Kentucky AIA Award for Excellence in Architectural Design Page 1 10 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • RFQ Response for Guaranteed Energy Savings Contract 0 • • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • City of South Bend, Indiana • • Talcott Hall Renovation Berea College, Berea, Kentucky • 2003 Citation Award — Kentucky AIA Award for Excellence in Architectural Design The 300 Building Frankfort, Kentucky • 2017 NuHeights Design Award — Vulcraft/Verco Group Award for Excellence in Design and Construction Thurston Residence Hall George Washington University, Washington, DC • 2024 Honorable Mention National Technology Award — ASHRAE Region 3 — Public Assembly — New • 2023 Regional Technology Award —ASHRAE Region 3 — Public Assembly — New Turkey Foot Middle School Kenton County, Kentucky • 2011 Merit Award — Kentucky AIA Award for Excellence in Architectural Design • First LEED K-12 Project in Kentucky University of Louisville Streetscape Louisville, Kentucky • Kentucky ACEC 2016 Engineering Excellence Award • 2017 Merit Shop Construction Award of Excellence — ABC Indiana/Kentucky Chapter Upper Chesapeake Medical Center CHP Plant Bel Air, Maryland • 2016 First Place Technology Award — ASHRAE Region 3 • 2016 First Place Technology Award — National Capital Chapter ASHRAE U.S. Courtroom Renovation Florence, Alabama • 2013 Citation Award — Kentucky AIA Award for Excellence in Architectural Design U.S. Department of Energy Oakridge Construction Support Building Louisville District, U.S. Army Corps of Engineers • 2016 USACE Value Engineering Professional Award — Team Award Category Warren County Public Schools Bowling Green, Kentucky • 2020 Regional Technology Award —ASHRAE Region 7— Educational Facilities - Existing Page 1 11 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning •-0 RFQ Response for Guaranteed Energy Savings Contract 0 • •• 0 CMTA • South Bend Central Fire Station & MILK Dream Center Solar PV • • . • • City of South Bend, Indiana 0 0 Wellington Elementary School Jefferson County Public Schools, Lexington, Kentucky • 2014 National Green Ribbon School Award — U.S. Department of Education • SEC Chiefs Emergency and Event Manager's Conference • Society for College and University Planners Southern Regional Conference (2017) • Society for College and University Planners National Conference (2018) • Tri-State Healthcare Engineering Conference (2018) Western Kentucky University Bowling Green, Kentucky • 2020 Regional Technology Award —ASHRAE Region 7— Educational Facilities - New Westfield Hospital Riverview Health, Westfield, Indiana • 2021 Regional Technology Award —ASHRAE Region 5 — Healthcare Facilities — New • 2019 AIA Healthcare Design Award Page 1 12 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana Speaking & Publishing National Technical Standards CRITA firm P11350E-dsarerc x*p17cdthnughtleaders far the A/E/C In&mm and firqucntly gvak ar.%,inium navorW. and hnomToaonal tyintrLmCM CMTA frcqu4mdycvmrthukesm mch- nIM1Puhlle$#innsand go-authnrodtkMmwodRnelgyDeskMOul*fnrZemMwrgySchank and OBlees. 'onLinuing 1 LEARNING ACHE FducailOn ENVIRONMi ' Provider d*C * 0 GETTING TO � I,H L j Zero - LEEK EFiElc1r THE CENTER FOk , HEALTH DESPGN' reenbuild A S � � i_1e'igr11;ice i V etZero walk Build �... �,,., � rESCOMFO Page 1 13 CMTA �ajr4 kii �iury ihiliCit r .. y 1 Prey w�U 6�U ' Ib�xle uwwria�s - rr« Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning RFQ Response for Guaranteed Energy Savings Contract South Bend Central Fire Station & MILK Dream Center Solar PV City of South Bend, Indiana Articles • "Historic School Building Transformed to High Efficiency Performer," ASHRAEJournal, April 2024 • • s CMTA • "Achieving Net Zero Energy Efficiency and Wellness Goals," ASHRAEJournal, August 2024 • "Modernizing the Classic: Energy Efficiency Showcased," ASHRA Journal, May 2023 • "Preserving History Sustainably," ASHRAEJournal, June 2023 • "Geothermal Saves Energy for Lab," ASHRAEJournal, July 2023 • "Reducing Energy Use and Setting a New Standard," ASHRAEJourn September 2023 • "Maximizing Efficiency Using Traditional Systems," ASHRAEJournal, September 2023 • "Wellness Center, YMCA Design Complements Occupant Health, Wellness," ASHRAEJournal, August 2023 • "Planning for Higher Education," SCUP (Society for College and University Planning), January — March 2022 • "Driving Energy Savings with Data," ASHRAEJournal, April 2022 • "Transforming School for 21" Century Needs," ASHRAEJournal, October 2021 • "Upgrades Preserve Oldest Building on University Campus," ASHRAEJournal, November 2021 • "Modular Heat -Recovery Chiller Drives College Laboratory Savings," ASHRAEJournal, December 2020 • "Expo Upgrades with Performance Contract," ASHRAEJournal, October 2018 • "Living While Learning," ASHRAEJournal, April 2018 sairM Historic 4chool Building iraokfiiPorAkrd to High F(ficiimry Perfinmer • "Creating a Contract for Success," ASHRAEJournal, May 2017 Mw _..�. • "Net Zero on the Farm," High Performing Buildings, American Society of Heating, Refrigerating and Air- Conditioning Engineers, _ — Winter 2015. �_Y-ate------�•___ • "Rural Renovation," High Performing Buildings, American Society of Heating, Refrigerating and Air- Conditioning Engineers, scheduled for Fall 2015. Page 1 14 Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • s RFQ Response for Guaranteed Energy Savings Contract 0 • •• • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • • . • • City of South Bend, Indiana • • "Applying Energy -Efficient Strategies to Research," ED+C, March 5, 2014. • "Rethinking Daylighting," High Performing Buildings, American Society of Heating, Refrigerating and Air- Conditioning Engineers, Spring 2014. • "Lighting Control Requirements," Consulting -Specifying Engineer, January -February 2014. • "A Test Case for Universities," High Performing Buildings, American Society of Heating, Refrigerating and Air -Conditioning Engineers, Winter 2014. .Expo Upgrades With Performance Contract • "LED Lighting in the Residence Hall Environment," American College and University Housing Officers, Sustainability Committee Newsletter, July 2013. • "Lighting Commissioning Guidelines and Standards," Consulting - Specifying Engineer, October 2012. • "Achieving Net Zero," High Performing Buildings, American Society of Heating, Refrigerating and Air -Conditioning Engineers, Fall 2012. • "Focus on: Lighting Controls and Codes," Consulting -Specifying Engineer, October 2011. • "The Right Fit," High Performing Buildings, American Society of Heating, Refrigerating and Air -Conditioning Engineers, Winter 2011. • "An Energy Education," High Performing Buildings, American Society of Heating, Refrigerating and Air -Conditioning Engineers, Winter 2010. • "Small Steps, Big Savings," High Performing Buildings, American Society of Heating, Refrigerating and Air -Conditioning Engineers, Fall 2009. • "Building Energy Proficiency in Kentucky Schools," Governor's Office of Energy Policy, March 2008. Mr. Seibert is one of the co-authors of ASHRAE's Advanced Energy Design Guide for K — 12 School Buildings Targeting 50% Energy Reduction and ASHRAE's Zero Energy Design Guide for K-12 Schools. He served on ASH RAE's 90.1 2016 Standards Advisory Committee. Page 1 15 LiwRer4--overy Appendix A — List of Awards Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Appendix B Resumes MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com Electrical Engineers Jim Messner, PE, LEED AP Johnathan Stewart, PE, LEED AP BD+C, WELL AP, NABCEP City of South Bend -Project Team - Principal -in -Charge Konrad Kutter, NABCEP, PVIP, PVSI Project Manager Matthew Anderson, PE, NABCEP PVCMS, PVIP Solar Engineering Matthew Anderson, PE, NABCEP PVCMS, PVIP Clint Gentry, NABCEP Alec Schweitzer, EIT, LEED AP BD+C, NABCEP onstruction lanagement Tom Owen Vendors & Subcontractors Competitively Bid for Best Value Onsite Service Commissioning Doug Keyes Darrell Pittman, CEM EDUCATION Mr. Kutter received a Bachelor of Science in Civil Engineering and German Studies from the University of Kentucky in 2014. REGISTRATIONS • Power and Energy Certificate from the Power and Energy Institute of Kentucky • NABCEP PV Installation Professional PV-1-2117-013866 • NABCEP PV Inspector PVSI-061819-013866 • BPI Building Science Principles • OSHA 30hr Hazard Recognition Training ORGANIZATIONS • North American Board of Energy Practitioners EXPERIENCE Mr. Kutter has a vast knowledge of renewable energy systems within and outside of the United States. He is a certified PV designer, installation professional and inspector who has worked on projects ranging from 5 kW to 10 mW+. Mr. Kutter has experience in all facets of a construction project from design, interconnection, and construction to commissioning. He has a thorough knowledge base in utility interconnection, both in net metering and behind the meter interconnections. He also has strong skills in leadership and management, which has led to the success of a variety of projects. • Engineers without Borders As an Owner's Representative, Mr. Kutter will ensure the • Kentucky Society of Professional Engineers project is designed, built and commissioned to PV industry • Kentucky Solar Industry Association -Board Member standards. He will coordinate and work closely with the owner contacts and contractors to ensure the project is im- plemented smoothly. Once the project has been completed, RELATED PROJECTS Mr. Kutter and his team has the expertise and certification to ESPC Project: Total=$15,234,000 inspect and assist with the commissioning of the PV system. Center Grove Community Schools Phase 1- 329 kW roof mounted solar array Phase 2 - 1,331.56 kW ground mounted solar array Phase 3 - 1,625.12 kW roof mounted solar array Greenwood, Indiana ESPC Project: $14,191,257 Greenbrier County Schools 621.3 kW ground mounted solar PV array Lewisburg, West Virginia ESPC Project: $7,658,178 418 kW roof mount solar array Boyd County Schools, Ashland, Kentucky ESPC Project: $2,288,363 500 kW ground mount solar array Grant County Schools Phase 1, Petersburg, West Virginia ESPC Project: $14,642,122; 21 facilities 390 kW roof mount solar array Wood County Schools Phase 1, Parkersburg, West Virginia CMTA EDUCATION Mr. Anderson graduated from the University of Virginia in 2019 with a Bachelor of Science degree in Electrical Engineering, a Bachelor of Science degree in Computer Engineering, and a Minor in Engineering Business. REGISTRATIONS • Licensed Professional Engineer in Virginia (#0402067390) • PV Installation Professional PV-032023-013841 • NABCEP PVCMS, PVCMS-022724-013598 RELATED PROJECTS ESPC Project: Total=$15,234,000 Center Grove Community Schools Phase 1- 329 kW roof mounted solar array Phase 2 - 1,331.56 kW ground mounted solar array Phase 3 - 1,625.12 kW roof mounted solar array Greenwood, Indiana ESPC Project: $14,191,257 682.34 kW solar PV arrays for 2 facilities Greenbrier County Schools Lewisburg, West Virginia ESPC Project: Total=$11,527,219 650.36 kW solar PV arrays for 5 facilities Fairfax County Government Phase 2 Fairfax, Virginia ESPC Project: $12,972,689; 196,347 SF 406.43 kW solar PV arrays for 3 facilities Fairfax County Government Phase 3 Fairfax, Virginia ESPC Project: $8,096,731; 203,360 SF 39 kW solar arrays, including carport Lexington -Richland School District 5 Irmo, South Carolina ESPC Project: Total=$61,241,930 Loudoun County Public Schools Phases 5, 7-9 Phase 5: 4,600 solar panels, 2,107 kW, installed for 4 schools, and web -based solar dashboard Phase 7: 240.75 kW roof -mounted solar array, 535 modules, for 1 school with energy dashboard and display Phase 8: 505.35 kW roof -mounted solar array for 1 school Phase 9: 1,427.4 kW, 3,172 modules, for 4 schools Ashburn, Virginia ESPC Proje,;ct:41�1J,100,000 • 00.0 • . • • •*• EXPERIENCE Mr. Anderson joined CMTA in 2022 and is a Solar Project Manager, dedicated to the full lifecycle of solar projects from feasibility assessments to operations and maintenance. Mr. Anderson is a Professional Engineer registered in the state of Virginia who will ensure adherence to industry best practices, including codes and standards, conformance with project schedules and budgets, and alignment with manufacturer instructions. Mr. Anderson started his career as an electrical engineer in 2019. His work has involved many diverse solar projects, ranging from 3,000 kW rooftop systems to 75 kW carports. Mr. Anderson has a habit of frequent site visits during con- struction (to help catch issues early), and his experience as a certified PV Commissioning and Maintenance Specialist (PVCMS) is often useful when the project is energized for the first time. As a Solar Engineer with CMTA, Mr. Anderson focuses on the design of rooftop solar arrays, which includes evaluating sites for solar efficacy, generating construction drawings, oversee- ing construction support, and troubleshooting post -construc- tion. EDUCATION Mr. Schweitzer received a Bachelor of Science degree in Mechanical Engineering with a minor in Green Engineering from Virginia Tech University in 2022. REGISTRATIONS • Engineer in Training (EIT) in the Commonwealth of Virginia • LEED (Leadership in Energy and Environmental Design) Accredited Professional BD+C • WELL Accredited Professional (WELL AP) • NABCEP PV Installation Professional RELATED PROJECTS ESPC Project: Total=$15,234,000 Center Grove Community Schools Phase 1- 329 kW roof mounted solar array Phase 2 - 1,331.56 kW ground mounted solar array Phase 3 - 1,625.12 kW roof mounted solar array Greenwood, Indiana ESPC Project: Total=$11,527,219 Fairfax County Government Phase 2 650.36 kW solar PV arrays for 5 facilities Fairfax, Virginia ESPC Project: $12,972,689; 196,347 SF 406.43 kW solar PV arrays for 3 facilities Fairfax County Government Phase 3 Fairfax, Virginia ESPC Project: $14,191,257 682.34 kW solar PV arrays for 2 facilities Greenbrier County Schools Lewisburg, West Virginia ESPC Project: Total=$46,743,019 Loudoun County Public Schools Phases 5, 7, 9 Phase 5: 4,600 solar panels, 2,107 kW, installed for 4 schools, and web -based solar dashboard Phase 7: 240.75 kW roof -mounted solar array, 535 modules, for 1 school with energy dashboard and display Phase 9: 1,427.4 kW, 3,172 modules, for 4 schools Ashburn, Virginia 90.00 CMTA 000 EXPERIENCE Mr. Schweitzer joined CMTA Energy Solutions in June 2022. Prior to employment with CMTA, he was an undergraduate student at Virginia Tech University. While attending university, Mr. Schweitzer worked for a local residential solar installer. During his time in this role, he gained experience designing residential systems from start to finish and installing solar energy systems. As an Engineer with CMTA, Mr. Schweitzer focuses on the design of commercial rooftop solar arrays. His role includes evaluating a site for solar efficacy, generating construction drawings, providing support to construction contractors, and troubleshooting post -construction. As an Owner's Representative, Mr. Schweitzer will ensure the project is designed, built, and commissioned to PV industry standards. He will coordinate and work closely with Owner contacts and contractors to ensure the project is implemented smoothly. Once the project has been completed, Mr. Schweitzer has the expertise to inspect and assist with the commissioning of the PV system if required. EDUCATION Mr. Gentry received a Bachelor of Arts degree in Philosophy from the University of Kansas in 2004. REGISTRATIONS • NABCEP PV Installation Professional PV-102415-012429 ORGANIZATIONS • North American Board of Energy Practitioners RELATED PROJECTS ESPC Project: Total=$11,527,219 650.36 kW solar PV arrays for 5 facilities Fairfax County Government Phase 2 Fairfax, Virginia ESPC Project: $12,972,689; 196,347 SF 406.43 kW solar PV arrays for 3 facilities Fairfax County Government Phase 3 Fairfax, Virginia ESPC Project: $24,458,911 Loudoun County Public Schools Phase 5 4,600 solar PV panels, 2,107 kW, installed for 4 schools, and web -based solar dashboard Ashburn, Virginia ESPC Project: $9,143,493 Loudoun County Public Schools Phase 3 1,941.23 kW DC roof mount solar arrays across 6 schools Ashburn, Virginia ESPC Project: $746,655 Loudoun County Public Schools Phase 4 562.5 kW DC roof mount solar array Ashburn, Virginia Georgetown Day High School* 219kW Roof Mounted PV System Washington, DC DC Fire and Emergency Medical Services Department* 86.59kW Roof mounted PV system 00.00 CMTA 000 EXPERIENCE Mr. Gentry has been building and designing photovoltaic systems in the Washington DC area for nearly 8 years. From schools, churches, large commercial, non -profits, and even residential designs, Mr. Gentry has a unique and varied resume of PV systems that inform not only his standards for high -quality installations, but the creativity it takes to maximize the energy production value of every project that he works on. Mr. Gentry has been a certified NABCEP Installation Professional since 2015, and with that comes strong knowledge of PV systems and components. As a system designer, he has acquired expertise in roof structures/types, racking solutions, construction processes, building, electrical and structural codes, permitting challenges and resolutions, and even customer service. A deep well of technical knowledge serves not only to create long-lasting, reliable systems, but inspires new ideas and solutions that will be needed. As a firm believer in renewable energy, and proponent of our greatest natural resource, the sun, Mr. Gentry has chosen a career in PV system design, not just because of the burgeoning industry's opportunities, and not only to help customers make their own energy, but because of a moral imperative to fight climate change. The chance to help in this important fight every day is not only a career choice, but an honor. EDUCATION Mr. Messner received a Bachelor of Science degree in Electrical Engineering from the University of Cincinnati. REGISTRATIONS • Mr. Messner is a Licensed Professional Engineer in the states of IN (#PE11100544), OH, KY, KS, FL, SC, NC, GA, IL, VA, PA, MO, LA, NV, WV, AZ, CO • LEED Accredited Professional RELATED PROJECTS New Gahanna Lincoln High School: $250 million; 505,000 SF Gahanna-Jefferson Public Schools Gahanna, Ohio College of Osteopathic Medicine: $65 million; 120,000 SF Xavier University Cincinnati, Ohio Health Science Building Phase 2: $11.9 million; 30,600 SF Addition & 17,000 SF Renovation Manchester University Fort Wayne, Indiana New Multi -Cultural Center: $2.8 million University of Cincinnati Cincinnati, Ohio New Indoor Arena for Equine Center: $2.5 million; 34,000 SF Hocking College Nelsonville, Ohio Cincinnati Public Library Hyde Park Renovation: $3.5 million Cincinnati, Ohio Galen College of Nursing Ashville, North Carolina New Dormitory: 32,000 SF Davis & Elkins College Elkins, West Virginia I*..* CMTA 6�9 EXPERIENCE Jim Messner recently joined CMTA in Cincinnati, OH as a se- nior electrical engineer. He has 19 years of proven electrical design experience, including lighting, lighting controls, power distribution, fire alarm layouts, and specifications for a variety of projects. Mr. Messner has completed building and energy assessments that include lighting, power distribution, and fire alarm sys- tems. As the electrical engineer, Mr. Messner will be responsible for the design of the electrical systems for this project. He will co- ordinate with the Design Team to meet the expectations of this project. He will be responsible for the production of plans and specifications for the electrical systems to ensure the design developed by the team will be executed properly. EDUCATION Mr. Stewart received a Bachelor of Science degree in Electrical Engineering from the University of Kentucky in 2009. REGISTRATIONS • Licensed Professional Engineer in Kentucky (#30179) • LEED (Leadership in Energy and Environmental Design) Accredited Professional Building Design and Construction • WELL Accredited Professional • NABCEP PV Installation Professional RELATED PROJECTS ESPC Project: $3,557,522; 500,000 SF Elizabethtown Community & Technical College Elizabethtown, Kentucky ESPC Project: Total=$33,506,000; 2,543,000 SF; 35 buildings Berkeley County Schools Phases 1 & 2 Martinsburg, West Virginia ESPC Project: Total= $7,522,653; 438,316 SF Marion County Schools Phases 1 & 2 Lebanon, Kentucky ESPC Project: $8,839,077; 5 facilities McCreary County Schools Stearns, Kentucky ESPC Project: $1,689,363; 210,000 SF Elliot County Schools Sandy Hook, Kentucky ESPC Project: $21,965,490; 6 facilities Loudoun County Public Schools Ashburn, Virginia New Bowling Green High School: $72 million; 228,000 SF Bowling Green Independent Schools Bowling Green, Kentucky 00.00 CMTA 000 EXPERIENCE As a seasoned electrical engineer, Mr. Stewart has designed a variety of lighting, power and photovoltaic projects in a multitude of new and renovated facilities. He concentrates on high efficiency electrical systems to reduce operating costs of building and communications systems while allowing users to teach with the latest technology. He also has experience with athletic field and track lighting. Mr. Stewart is very familiar with the practices associated with high performance sustainable designs as described in the USGBC as well as guidelines mentioned in the NABCEP Certifi- cation Handbook. As Lead Electrical Engineer, Mr. Stewart will lead project team members throughout each phase, tackle any electrical issues head-on and ensure all project expecta- tions are met. EDUCATION Mr. Owen received an Associates of Applied Science from Sullivan College of Technology and Design. CERTIFICATIONS • OSHA-30 Certification • Energy Auditing Certification • Kentucky HVAC Journeyman — HJ09873 • Kentucky HVAC Masters — M04633 • EPA 608 Universal RELATED PROJECTS ESPC Project: $15,721,392; 1,800,485 SF Center Grove Community Schools Greenwood, Indiana ESPC Project: $13,048,520; 760,000 SF Owensboro Public Schools Owensboro, Kentucky ESPC Project: $30,324,085; 2,350,000 SF Warren County Schools Phase 1 Bowling Green, Kentucky ESPC Project: Total=$7,502,200; 534,611 SF Johnson County Schools Phases 1 & 2 Paintsville, Kentucky ESPC Project: $97,187,256; 1,406,677 SF; 18 buildings Kanawha County Schools Phases 1 & 2 Charleston, West Virginia ESPC Project: Total=$6,824,215; 952,700 total SF Kentucky State Office Buildings Phases 1 & 2 Frankfort, Kentucky 00 0.0 0.00 CMTA 000 EXPERIENCE Mr. Tom Owen has over 34 years of experience in the Mechanical Industry. In his career he has served as a field service technician, mechanical project manager, and HVAC/R instructor. He obtained his Journeyman License in 1995 and his Masters License in 2005. As a field service technician he has serviced, maintained and repaired all levels of HVAC systems including AHU, Chillers, Boilers, and DDC (direct digital control) systems. In 2003 he made the transition from the service industry to project management. It was during this time he acquired additional licensing - Kentucky electrical contractor and Master electrician, Kentucky State Boiler License, Ohio HVAC Masters, and HVAC Master for several cities in Indiana. In 2010, Mr. Owen had the opportunity to become an HVAC instructor for Sullivan College of Technology and Design. Courses taught included energy auditing, building automation, and basic electricity. Mr. Owen joined with CMTA Energy Solutions in 2018 and is using his expertise as a Construction Manager for the team. EDUCATION Mr. Pittman received a Bachelor of Applied Science degree in HVAC Engineering from Ferris State University. He also received an Associate of Applied Science degree in Electronics Technology from Cisco Junior College. He studied Electrical Technology at Kentucky Vo-Tech and Facilities Technology at Community College of the Air Force. CERTIFICATIONS • Certified Energy Manager • Tridium Niagara N4 • Tridium AX • Universal ESCO EPA • Journeyman HVAC, KY • Distech • Tracer Ensemble Installation • Tracer Summit RELATED PROJECTS ESPC Project: $5,946,685; 800,000 SF Kentucky State Office Buildings Phase 2 Frankfort, Kentucky ESPC Project: $97,187,256; 1,406,677 SF; 18 buildings Kanawha County Schools Phases 1 & 2 Charleston, West Virginia ESPC Project: Total=$33,506,000; 2,543,000 SF; 35 buildings Berkeley County Schools Phases 1 & 2 Martinsburg, West Virginia ESPC Project: $19,001,865; 1,093,749 SF; 13 facilities Pulaski County Schools Somerset, Kentucky ESPC Project: $7,840,145; 678,000 SF; 9 facilities Greeneville City Schools Greeneville, Tennessee ESPC Project: $9,056,655; 421,829 SF; 7 facilities Hart County Schools Munfordville, Kentucky ESPC Project: $4,333,325 Grant County Schools Phase 2 Petersburg, West Virginia •00 CMTA EXPERIENCE Mr. Pittman joined CMTA Energy Solutions in 2018. Prior to employment with CMTA, Mr. Pittman was a Project Engineer with Harshaw Trane in Louisville, Kentucky. During his time with Trane, Mr. Pittman was a key team leader and "center of excellence" for complex building automation control projects, with a focus on third -party system integration. Mr. Pittman led the Niagara/AX/N4 standards development team in the standardization of equipment templates for field use to improve consistency. He was the key integrations leader for various third -party migrations into Trane or Tridium platforms. He worked directly with Intelligent Services to design and implement energy conservation measures for building optimization (emphasis on K-12 and healthcare). Prior to working with Trane, Mr. Pittman worked in the electrical construction industry for nine years and spent four years in the USAF as a facilities technician specializing in building automation. Mr. Pittman brings twelve years of JCI integration experience and over thirty years of experience in the building optimization and construction industry to CMTA. EDUCATION Mr. Keyes received certification in Electronics from Gateway Community and Technical College in 1995 and certification in HVAC from GCTC in 1997. CERTIFICATIONS • Niagara AX Certified • Niagara N4 Certified • Schneider Electric SmartStruxure Certified • Journeyman HVAC License RELATED PROJECTS ESPC Project: $5,946,685; 800,000 SF; 2 facilities Kentucky State Office Buildings Phase 2 Frankfort, Kentucky ESPC Project: Total=$97,187,256; 1,406,677 SF; 18 buildings Kanawha County Schools Phases 1 & 2 Charleston, West Virginia ESPC Project: Total=$12,972,689; 196,347 SF Fairfax County Government Phase 3 Fairfax, Virginia ESPC Project: Total=$11,527,219 Fairfax County Government Phase 2 Fairfax, Virginia ESPC Project: Total=$3,844,275; 151,502 SF Fairfax County Government Phase 1 Fairfax, Virginia ESPC Project: $24,458,911; 1,257,580 SF Loudoun County Public Schools Phase 5 Ashburn, Virginia ESPC Project: $9,143,493; 849,290 SF Loudoun County Public Schools Phase 3 Ashburn, Virginia ESPC Project: $8,485,000; 600,000 SF Jasper County Schools Ridgeland, South Carolina CMTA 000 EXPERIENCE Mr. Keyes joined CMTA in September 2019. Prior to employment with CMTA, Mr. Keyes spent 20 years as an HVAC Controls Specialist for other companies that include: • Comfort Systems USA, Cincinnati, Ohio • Innovative Energy Solutions, Cincinnati, Ohio • Comfort Systems USA, Louisville, Kentucky • MELCO, Louisville, Kentucky Appendix C Financial Report MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com Appendix D Certification of Qualification MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com CERTIFICATE OF QUALIFICATION to provide CONSTRUCTION SERVICES for PUBLIC WORKS PROJECTS to the STATE OF INDIANA This Certification Board, having duly considered application for qualification in terms of apparent experience and financial resources; and under the applicable Indiana Code 4-13.6-4 and adopted rules of this Board, hereby issues a Certificate of Qualification to provide construction services to the State of Indiana for Public Works Projects to: CMTA Inc. 10411 Meeting Street Troys@cmta.com Prospect, KY Phone (502) 888-5188 Fax Company Official Troy Schoenbaechler for the twenty-seven month period stated herein, unless revoked by this Board for cause, and in the classifications of services stated below. This certificate supercedes any previous certificate. 1542.00B Inst. Bldgs.(Hosp., Schl., Prsn.)>$1,000,000, <$10,000,000 1542.01 Institutional Bldgs (Hospitals, Schools, Prisons) 1542.02 Commercial Buildings (Offices, Stores, Restaurants) 1542.04 Additions, Alterations, Remodeling, and Repair CERTIFICATION DATE 2023-09-19 12:00:00 AM EXPIRATION DATE 2025-12-19 12:00:00 AM THIS CERTIFICATE ISSUED BY THE STATE OF INDIANA, PUBLIC WORKS DIVISION CERTIFICATION BOARD, 402 WEST WASHINGTON STREET, ROOM W467, INDIANAPOLIS, INDIANA 46204, ALSO ACTS AS THE OFFICIAL NOTICE OF EXPIRATION. Tracy L. Cross, Executive Secretary Certification Board DAPW PQ2 State Form 3983R Rev. 07/06 Appendix E Letters of Reference from Subcontractors MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com E N V - CORE erm Light Retro-tech Systems, LLC 750 MD Rte. 3 Ste. 19 Gambrills, MD, 21054 469-644-7473 bgreenawalt@envocore.com January 24, 2025 To Whom It May Concern, I am writing to provide an attestation regarding the fiscal responsibility of CMTA, a contractor with whom we have had the pleasure of working on multiple projects. Over the course of our partnership, CMTA has consistently demonstrated a high level of financial reliability and professionalism. CMTA has adhered to agreed -upon payment schedules and has consistently paid on time, ensuring that all milestone payments for the projects we have built together were honored in full and without delay. This commitment to fulfilling financial obligations has been critical in maintaining a strong and effective working relationship, allowing for the timely completion of our joint ventures. We can confidently attest that CMTA has consistently demonstrated financial integrity and responsibility, and we look forward to continuing our successful partnership with them in the future. Should you require any additional information, please do not hesitate to contact me. Sincerely, r___S Brock Greenawalt Vice President of Operations Envocore Building Solutions for Your Success 750 MD Route 3 South, Suite 19, Gambrills, MD 21054 1 (800) 929-5834 1 ENVOCORE.com Docusign Envelope ID: 780D9530-5556-46C4-8154-FCD2A7823F90 �ar Empower Solar LLC 24 January, 2025 Empower Solar LLC 107 N Jane St Louisville, KY 40206 502-387-2630 josh@empowersolarky.com To Whom It May Concern, I am writing to provide an attestation regarding the fiscal responsibility of CMTA. Between 2019 and 2024, my company worked as a subcontractor to CMTA to install new solar PV systems of up to 240 kW on eight different sites in Kentucky and Indiana, mostly school buildings. In addition, we worked as a subcontractor for CMTA to do solar maintenance on several other of sites that CMTA is responsible for. Over the course of our partnership, CMTA has consistently demonstrated a high level of financial reliability and professionalism. CMTA has adhered to agreed -upon payment schedules and has consistently paid on time, ensuring that all milestone payments for the projects we have built together were honored in full and without delay. This commitment to fulfilling financial obligations has been critical in maintaining a strong and effective working relationship, allowing for the timely completion of our joint ventures. We can confidently attest that CMTA has consistently demonstrated financial integrity and responsibility, and we look forward to continuing our successful partnership with them in the future. Should you require any additional information, please do not hesitate to contact me. Sincerely, Docu Signed by: SCA7D095557943C._. Josh Frederick Operations Manager josh@empowersolarky.com 107 N Jane St, +1 (502) 387-2630 empowersolarky@gmail.com O Louisville, KY 40206 Appendix F Project Summaries MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com - • RFQ Response for Guaranteed Energy Savings Contract M s • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • o . • • City of South Bend, Indiana 0 •9 6. Technical Approach: Project Summary for Center Grove Community School Corporation L Center Grove Community School Corporation, Greenwood, Indiana ii. Dr. Jason Taylor, Assistant Superintendent of Finance & Operations, Center Grove Community School Corporation, 4800 West Stones Crossing Road, Greenwood, IN 46143: (317) 881-9326 iii. CMTA acted as the energy performance contractor for this project. iv. V. vi. ix. X. This was a guaranteed energy performance contract. $15,721,392; Term: 20 years. This overall project encompasses 1,800,485 square feet. • Implementation of a 500.4 kW roof -mounted solar photovoltaic (PV) array for Center Grove High School • Implementation of a 239.9 roof -mounted solar PV array for Center Grove Elementary School • Solar retro-commissioning for existing ground -mounted solar array at Walnut Grove Elementary School • Integration of Building Automation System (BAS) controls at Center Grove Middle School North into new Trane BAS for improved energy efficiency and occupant comfort • Retro-commissioning of BAS controls for 13 facilities, providing optimized setpoints and zone schedules, updated graphics, and optimal start sequencing and fan cycling • Implementation of ground -mounted solar PV arrays totaling 1.33 MW that Maple Grove Elementary School and the Transportation & Maintenance Center will share, located in the field between the 2 facilities; this will result in Maple Grove ES becoming a Zero Energy facility • Replacement of existing boiler -chiller HVAC system at Maple Grove Elementary School that will be replaced with a new geothermal HVAC system, including new water source heat pumps, hydronic pumps, VFDs, and dedicated outdoor air systems (DOAS) • Upgrade and standardization of building automation systems to provide integration into a single, user-friendly front-end interface • Implementation of a 762.3 roof -mounted PV array for Center Grove Middle School Central • Implementation of an 81.9 roof -mounted PV array for the Emergency Operations Center The types of equipment included: • Solar Modules: 450W Boviet Solar Module & 545W JA Solar Module • Inverter and Rapid Shutdown Device: SMA JMS-F Rapid Shutdown Device • PV Racking: Unirac RM5 — 5 Degree Ballasted Flat Roof System and Terrasmart Glide Ground Mount System • Balance of System (Disconnects, AC Combiner Panels): Siemens • Communications/Monitoring: SMA Production & Consumption Monitoring This scope is fully funded by guaranteed energy savings. The scope was broken into 3 contracts. The first contract was signed March 31, 2024. Construction began in March 2024 as projected and was projected to end December 30, 2024. Actual construction is currently projected to end in April 2025. The second contract was signed April 18, 2024. Construction was projected to begin in June 2024 and actually began in July 2024. Construction is projected to end September 30, 2025. The third contract was signed May 23, 2024. Construction began in June 2024 as projected and was initially projected to end in December 2024. Construction is now projected to end in March 2025. The projected annual utility savings in dollars for the first contract is $403,564; in energy/water the annual electric savings are 3,907,576 kWh, and the annual natural gas savings are 62,491 therms. There are no water savings. The projected annual utility savings in dollars for the second contract are $258,220; in energy/water the annual electric savings are 2,515,297 kWh, and the annual natural gas savings are 101,852 therms. There are no water savings. The projected annual utility savings in dollars for the third contract are $97,595; in energy/water the annual electric savings are 945,990 kWh. There are no gas or water savings. This project is currently in construction. Page 1 1 Page content is proprietary and confidential 6—Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning - • RFQ Response for Guaranteed Energy Savings Contract » s • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • o . • • City of South Bend, Indiana 0 • e 6. Technical Approach: Project Summary for Owensboro Independent Schools I. Owensboro Independent Schools, Owensboro, Kentucky ii. Mr. Chris Bozarth, Director of Facilities/Maintenance/Technology, Owensboro Independent Schools, 450 Griffith Avenue, Owensboro, KY 42301: (270) 302- 9790 iii. CMTA acted as the energy performance contractor for this project. iv. This was a guaranteed energy performance contract. v. Contract Amount: $13,415,520; Term: 20 years vi. This project involved 6 school renovations, 3 auxiliary facility renovations, and 3 minor renovation sites. The scope included: • 762 kW of roof -mounted solar photovoltaic panels installed across seven schools • Over 370,000 square feet of HVAC renovation in the Board of Education Building, Estes Elementary School, Foust Elementary School, Hager Preschool, Maintenance Office, Owensboro High School, Owensboro North Middle School and Sutton Elementary School • Boilers replaced in Owensboro High School and Owensboro North Middle School with high -efficiency condensing boilers • Chillers replaced in Owensboro North Middle School and Foust Elementary School • Over 760,000 square feet of new HVAC controls and integrated HVAC controls • LED lighting replacements and retrofits for over 6,500 fixtures, with new classroom dimming controls • Plumbing replacements and retrofits for 190 fixtures • Envelope improvements, including 13 door replacements • 300 GPS devices installed The types of equipment included: • Solar Modules: 395W Trina Solar Module • Inverter and Rapid Shutdown Device: SolarEdge P960 Power Optimizer • PV Racking: Unirac RM5 — 5 Degree Ballasted Flat Roof System and Solarmount • Balance of System (Disconnects, AC Combiner Panels): SquareD • Communications/Monitoring: SolarEdge Production & Consumption Monitoring vii. This project was 68% funded from guaranteed energy savings - $9,150,000, while 32% - $4,265,000 - was funded by the school district. viii. The contract was signed January 6th, 2020. Construction began in March 2020 as projected and ended in May 2021 as projected. ix. The projected annual utility savings in dollars was $405,144; in energy/water the projected annual electric savings were 4,177,511 kWh and 3,828 kW, and the annual natural gas savings were 14,574 therms. Projected water savings were 1,174 kgal. x. The actual and measured annual utility savings for Year 1, 2021, in dollars were $816,390, for an excess savings of $370,732. For the actual savings in energy/water, the annual electric savings were 4,776,685 kWh and 9,997 kW, and the annual natural gas savings were 18,940 therms. The water savings were 1,174 kgal. For Year 4, 2024, the actual annual utility savings were $691,474 in dollars, with an excess savings of $194,023. The actual annual electric savings were 5,711,988 kWh and 9,376 kW. The actual annual gas savings were 9,875 therms. The actual annual water savings were 1,174 kgal. Page 1 1 Page content is proprietary and confidential 6—Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning - • RFQ Response for Guaranteed Energy Savings Contract » s • • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV • o . • • City of South Bend, Indiana 0 • e 6. Technical Approach: Project Summary for Breckinridge County Schools iii. iv. V. vi. vi i. vi i i. ix. X. Breckinridge County Schools, Hardinsburg, Kentucky Mr. Nick Carter, Superintendent, Breckinridge County Schools, 86 Airport Road, Hardinsburg, KY 40143: (270) 756-3000 CMTA acted as the energy performance contractor for this project. This was a guaranteed energy performance contract. Contract Amount: $6,576,607; Term: 20 years This project involved 8 facilities, 477,433 square feet. The scope included: • 66.3 kW of solar PV arrays were installed on the roofs of both Hardinsburg Elementary School and Irvington Elementary School • At Breckinridge High School, existing chiller and boiler plants were removed and a new geothermal wellfield and variable air volume (VAV) water source heat pumps were installed. • 13 existing DX/propane packaged rooftop units were replaced, and 2 additional DX/propane packaged RTUs were installed at Custer Elementary School. • Web -based digital HVAC controls upgrades were made district -wide to improve building performance, monitor, diagnose, and troubleshoot HVAC systems at all schools • Plumbing upgrades and bottle -filling station upgrades were made district -wide • LED lighting replacements and retrofits for over 4,000 fixtures • Plumbing fixture upgrades were installed at 3 schools • Air purification devices installed district -wide The types of equipment included: • Solar Modules: 390W JA Solar Module • Inverter and Rapid Shutdown Device: SolarEdge P960 Power Optimizer • PV Racking: Unirac RM5 • Balance of System (Disconnects, AC Combiner Panels): SquareD • Communications/Monitoring: SolarEdge Production & Consumption Monitoring This project was funded by guaranteed energy savings. The contract was signed March 16th, 2020. Construction began in May 2020 as projected and ended in September 2020 as projected. The projected annual utility savings in dollars were $267,558; in energy/water the projected annual electric savings were 1,959,065 kWh and 6,828 kW, and the annual natural gas savings were 48,783 therms. Projected water savings were 491 kgal. The actual annual utility savings for Year 1, 2021, in dollars were $424,373, for an excess savings of $156,815. For the actual savings in energy/water, the annual electric savings were 3,648,980 kWh and 8,905 kW, and the annual natural gas savings were 56,533 therms. The annual water savings were 574 kgal. For Year 4, 2024, the actual annual utility savings for Year 1, 2021, in dollars were $337,256. The actual annual electric savings were 2,535,442 kWh and 6,994 kW. The actual annual gas savings were 42,217 therms. The actual annual water savings were 399 kgal. Page 1 1 Page content is proprietary and confidential 6 —Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning - • RFQ Response for Guaranteed Energy Savings Contract 0 s • • CMTA South Bend Central Fire Station & MLK Dream Center Solar PV • • . • • City of South Bend, Indiana • • 6 6. Technical Approach: Project Summary for Carroll County Schools i. Carroll County Schools, Carrollton, Kentucky ii. Mr. Jon Conrad, Chief Financial Officer, Carroll County Schools, 813 Hawkins Street, Carrollton, KY 41008: (502) 702-7070 iii. CMTA acted as the energy performance contractor for this project. iv. This was a guaranteed energy performance contract. v. Contract Amount: $5,835,170; Term: 20 years vi. This overall project encompassed 321,835 square feet. The scope included: • Installation of a 90.4 kW solar array at Cartmell Elementary School, which partially offsets the building's power load • Comprehensive LED lighting replacements and retrofits for several facilities, including Carroll County High School, Carroll County Middle School, Cartmell Elementary School, and Kathryn Winn Primary School • New direct digital HVAC control system to monitor, diagnose, and troubleshoot HVAC systems at Carroll County High School • Integration of existing controls at Carroll County Middle School, Cartmell Elementary School and Kathryn Winn Primary School into a common web -based control system • Converting Carroll County High School from a boiler/tower two -pipe unit ventilator facility to a high -efficiency geothermal water -source heat pump facility, including controlled outdoor air ventilation and new gymnasium units for proper conditioning The types of equipment included: • Solar Modules: 400W REC Solar Module • Inverter and Rapid Shutdown Device: SolarEdge P960 Power Optimizer • PV Racking: 5 Degree Ballasted Flat Roof System • Balance of System (Disconnects, AC Combiner Panels): SquareD • Communications/Monitoring: SolarEdge Production & Consumption Monitoring vii. Carroll County Schools received an Elementary and Secondary School Emergency Relief (ESSER) fund amount of $3,297,020 that paid for part of the project scope. The remaining project scope is funded by guaranteed energy savings. viii. The contract was signed February 7, 2022. Construction began in June 2022 as projected and ended in October 2022 as projected. ix. The projected annual utility savings in dollars is $131,136; in energy/water the annual electric savings are 853,064 kWh and 1,734 kW, and the annual natural gas savings are 23,328 therms. There are no water savings. x. The actual and measured annual utility savings for Year 1, 2023, in dollars is $140,240, for an excess savings of $9,104. For the actual savings in energy/water, the annual electric savings were 1,185,076 kWh and 1,369 kW, and the annual natural gas savings were 16,035 therms. There were no water savings. Page 1 1 Page content is proprietary and confidential 6 —Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Appendix G Sample Measurement & Verification Plan and Annual Savings Report MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com BRECKINRIDGE COUNTY SCHOOLS Guaranteed Energy Savings Contract Year 4 Reconciliation Report September 2023 —August 2024 • 0 00 6 CMTA A Lmssnc-s Company MEP Engineering I Performance Contracting I Zero Energy En ineering I Commissioning www.cmto.corn c M TA ■ A L_G_r1[_ Compan} October 29, 2024 Breckinridge County Schools 86 Airport Road Hardinsburg, KY 40143 Attn: Dr. Nick Carter, Superintendent Re: Year 4 Annual Reconciliation Report Dr. Carter, Quality • Transparency • Results CMTA Energy Solutions is pleased to provide you with the attached report showing how the completed Guaranteed Energy Savings Contract for Breckinridge County Schools has performed over the past 12 months. The Year 4 period is defined as September 2023 through August 2024. All energy savings reported in the attached document reflect this 12-month timeframe. The Year 4 measurement and verification revealed that the actual monetary savings of the district exceeded the guaranteed savings per the Savings Summary featured in Exhibit E of the Guaranteed Energy Savings Contract. This was executed between CMTA and Breckinridge County Schools on March 16, 2020. The excess electrical, fuel, and water savings added up to a total monetary savings that exceeded the Year 4 guarantee by +19%. Breckinridge County Schools saved a total of $337.256, resulting in excess savings of $52,669 above the Year 4 savings guarantee of $284,587. We appreciated the opportunity to work with Breckinridge County Schools on this project. Through this project, CMTA was able to improve the learning environments of schools across the district while substantially reducing operational costs and setting up these facilities for a sustainable future. The following report shows real, meter -read data that is compared to our guarantee and the baseline provided for each individual school. CMTA is excited to report that Breckinridge County Schools continues to be of the most energy efficient school districts in all of Kentucky. Please let me know if you have any questions. Sincerely, Andrew Survant, PE CMTA Energy Solutions 9519 Civic Way I Prospect, KY 40059 1 502.409.4062 1 cmta.com MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Table of Contents: 1. Executive Summary 2. Scope of Work Summary 3. Contract Energy Baseline Data 4. District Summary 5. Building Energy Data Page Content is Subject to Confidentiality Restrictions CMTA 9515 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Executive Summary CMTA CMTA is pleased to present this Year 4 Reconciliation Report for Breckinridge County Schools. The Year 4 savings period is defined as September 2023 through August 2024. All energy savings reported in this document reflect this 12-month timeframe. The total utility savings for this Year 4 Reconciliation Report is $337,256, which is $52,669 (19%) above the guarantee of $284,587. The report herein will describe in detail how these savings are accounted. It should be noted that all non -stipulated data in this report are taken directly from the actual utility bills. No baseline adjustments or modifications were made to the utility data, and Breckinridge County Schools retained 100% of the savings outlined in this report. Table 1-1 below contains the basic project and scope of work information. March 16, 2020 4 September 2023 - August 2024 Year 4 Reconciliation Report 8 Buildings November 7, 2024 Table 1-1: Project Details Breckinridge County Schools saw savings in the following forms: reduced electricity consumption and demand, reduced fuel consumption, reduced water consumption, elimination of leased lighting, and electric meter consolidation. Table 1-2 below breaks down the energy and monetary savings achieved from each utility. 1,957,472 2,535,442 $157,281 $212,534 6,828 6,994 $82,096 $84,090 48,783 42,217 $33,688 $29,111 353 399 Total. Savings $11,521 =kb Table 1-2: Year 4 Utility Savings Summary — All Buildings Overall, CMTA is extremely pleased with the progress and energy savings to date at the Breckinridge County Schools project. The actual utility data demonstrates that the project continues to use less energy than what was guaranteed, which translates into excess savings for Breckinridge County. CMTA is excited to report that Breckinridge County Schools continues to be one of the most energy efficient school districts in all of Kentucky. Page Content is Subject to Confidentiality Restrictions 1-1 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Scope of Work Summary CMTA The following narratives describe the Energy Conservation Measures included in the scope of the project per Exhibit D of the contract. H1: HVAC Renovations Breckinridge County High School: - Removed existing chiller and boiler plants, removal of existing VAV air handling units - Installed new geothermal wellfield and variable air volume water source heat pumps - VAV box terminal unit replaced throughout school - Installed water -to -water heat pumps and condensing boiler for VAV box reheat loop - Installed outside air energy recovery unit and alterations to exhaust air system Custer Elementary School: - Replaced 13 existing DX/Propane Packaged Rooftop Units - Installed 2 new Rooftop Units in place of existing PTAC and Ductless Mini Split units. H2: HVAC Control System Upgrades This ECM included full DDC control system upgrade as a part of the new HVAC system installations and implementation of equipment schedules, optimal start logic, demand limiting controls sequences, and other energy saving controls sequences. Existing legacy controls systems were integrated into the new web -based front end. Facilities: Breckinridge County High School, Breckinridge County Middle School, Custer Elementary School, Ben Johnson Elementary H3: HVAC Controls Retro-Commissioning HVAC Controls retro-commissioning was performed at schools with existing DDC controls systems. This ECM ensured that the existing buildings, equipment, and systems achieved their maximum possible performance. Retro-commissioning activities systematically addressed any deviations or shortcomings in setpoints, scheduling, and controls sequences as well as targeting any failed components in the controls systems that negatively affected building energy performance. Facilities: Breckinridge County High School, Breckinridge County Middle School, Custer Elementary School, Ben Johnson Elementary Page Content is Subject to Confidentiality Restrictions 2-1 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 E1: Lighting Retrofits and Replacements This ECM involved retrofitting fluorescent and incandescent lamps and ballasts with LED lamps and drivers; replacing high bay, metal halide, high-pressure sodium, low-pressure sodium, and mercury vapor fixtures with LED fixtures; retrofitting exit signs with new LED exit signs; replacing broken lenses; and replacing exterior lighting with LED fixtures and lamps. Facilities: Breckinridge County High School, Breckinridge County Middle School, Custer Elementary School, Ben Johnson Elementary, District Office, Annex Building E2: Electrical Power Refeed The existing electrical account serving the Football field lights and Fieldhouse building was closed and power was refed from Breckinridge County Middle School. The electrical demand charges and monthly account fees previously billed on the football lighting account were eliminated in this change. Facilities: Breckinridge County Middle School E3: Solar PV Array Installation This ECM involved installing new roof -mounted photovoltaic solar panels. Two 66.3 kW arrays were installed. Facilities: Irvington Elementary School, Hardinsburg Elementary School P1: Water Efficiency Upgrades This ECM involved installing new fixtures, flush valves, and/or faucet aerators as required to achieve the water savings included in the contract. Facilities: Breckinridge County Middle School, Custer Elementary School, Ben Johnson Elementary Page Content is Subject to Confidentiality Restrictions 2-2 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Contract Energy Baseline Data Table 3-1 below indicates the annual utility baseline for each facility, which can be found in the guaranteed energy savings contract Exhibit E — Table E.I.I. The table features the 12-month cumulative usage and demand based on a 3-year average prior to construction except where noted. Facility Floor Area Electric Demand Natural Gas EUI Water LM= ma I (SF) I (kWh/yr) I (kW/yr) I (Therms/yr) 1�sf) I (kGal) Breckinridge County High School 137,213 2,396,640 7,371 52,771 98.1 1,621 Breckinridge County Middle School 95,316 1,133,844 3,276 8,465 I 49.5 626 BCMS Fieldhouse 4,908 80,171 720 — 55.7 80 Custer Elementary School 36,652 368,399 1,506 I 6,788 52.8 318 Ben Johnson Elementary School 33,068 358,173 1,404 6,784 57.5 299 Hardinsburg Elementary School* 72,203 479,001 2,045 — 22.6 — IrvingtonElementarySchool* 82,718 526,500 21236 — 21.7 — District Office 6,438 I 93,080 397 — I 49.3 — Annex Building 8,917 139,373 1 344 — 53.3 — *1-year baseline used due to recent facility construction Table 3-1: Annual Baseline Energy Data Page Content is Subject to Confidentiality Restrictions 3-1 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 District Summary The following is CMTA's Year 4 Reconciliation Report for Breckinridge County Schools. September 2023 through August 2024 defines the second annual savings period, or Year 4. All energy savings reported herein reflect this 12-month timeframe. The energy savings featured throughout this report originate from the utility bills for the timeframe analyzed and include electrical consumption, electrical demand, fuel consumption, and water consumption. Energy consumed by the facilities associated with this project were compared to the energy usage baselines that are summarized in Section 3, "Energy Baseline Data," of this report. The energy usage difference between the baseline and the actual energy usage for the timeframe analyzed was translated to monetary savings using the rates set forth for each facility as defined in Exhibit F of the guaranteed energy savings contract (GESC). Vpar a Figures 4-1 through 4-3 show the main district facilities' overall performance in Year 4. The orange line represents the district's baseline usage on guaranteed utility accounts, the blue line represents the district's guaranteed usage, and the green line represents the district's actual usage. Note that Hardinsburg Elementary School and Irvington Elementary School are excluded from Figures 4-1 through 4-3. The only ECM performed at HES and IES was Solar PV Array installation. As a result, guaranteed savings are not calculated by comparison to whole -building baselines, but instead they are structured in terms of a guaranteed PV Array production output. Page Content is Subject to Confidentiality Restrictions 4-1 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Electric District Wide Electric Usage Savings Tracking s,000,000 4,500,000 4,000,000 3,500,000 k 3,000,000 w 2,500,000 h 2,000,000 1,500,000 1,000,000 500,000 0 4,573,66Z 2,771,917 2,168, 686 a(k Qell peg pet a"A ate he��e� Duo �❑,ect` QeGet5 Figure 4-1: Breckinridge County Schools Electrical Consumption Tracking Year 4 Figure 4-1 shows that the district's electrical consumption performance exceeded the guarantee for Year 4. The green line, actual consumption, is well below the blue line, guaranteed consumption. Electrical consumption was reduced by more than half in the accounts tracked within this report. Page Content is Subject to Confidentiality Restrictions 4-2 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning • R Breckinridge County Schools • � ,s • CMTA Guaranteed Energy Savings Contract 9 ' Annual Reconciliation Report (2023-2024) District Wide Electric Demand Savings Tracking 16,000 Baseiine 1a,0oa - 14,64E —C—CMTA Guaranteed 12,000 —0— Actua E �l k 10,000 — - W 8,000 7,817 7,652 6,000 if 4,000 2,000 0 e��e��c y e Figure 4-2: Breckinridge County Schools Electrical Demand Tracking Year 4 Figure 4-2 shows that the district's electrical demand savings exceeded the guarantee for Year 4. The green line, actual demand, ends below the blue line, guaranteed demand. Page Content is Subject to Confidentiality Restrictions 4-3 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Fuel T h e r m 5 District Wide Fuel Savings Tracking 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 ,Qe� 069 �� �� Figure 4-3: Breckinridge County Schools Fuel Tracking Year 4 74,800 33,074 26,026 Figure 4-3 shows that the district's fuel consumption narrowly missed the guarantee for Year 4. The green line, actual fuel consumption, ends slightly above the blue line, guaranteed fuel consumption. This was driven primarily by increased ventilation levels across several facilities to improve indoor air quality, especially at Breckinridge Middle School and Custer Elementary School. Substantial fuel savings were still achieved across the district, driven by a 92% reduction in natural gas consumption at Breckinridge County High School due to the geothermal HVAC renovation. While the total fuel guarantee was not met in Year 4, the excess monetary savings from electrical consumption more than makes up for the savings shortfall (see Table 4-7). Page Content is Subject to Confidentiality Restrictions 4-4 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Water Plumbing fixture upgrades were installed at Breckinridge County Middle School, Custer Elementary School, and Ben Johnson Elementary School. Water consumption for this ECM were guaranteed using Option A: Partially Measured Retrofit Isolation. For toilets and urinals, the following equations are used: Toilet and Urinal Retrofits: Water Savings = (# of Fixtures Replaced) x [(GPF)oid — (GPF)n,wl x (Flushes per Day) Sink Aerators: Water Savings = (# of Fixtures Replaced) x [(GPM)old — (GPM),,J x (Annual Operating Minutes) Per the M&V Plan Summary in Exhibit E of the contract — Section E.13, the old and new GPF and GPMs were sampled; flowrates were measured for 5% of each fixture type. The results can be seen below in Table 4-6. 3.49 1.28 1.19 0.13 2.10 0.59 Table 4-4: Old and New Fixture Flowrate Averages The flowrates and GESC Annual Flushes and Annual Operating Minutes were used in the above equations to calculate water savings. Other variables including Flushes per Day and Annual Operating Minutes were stipulated. Prior to the HVAC renovation as Breckinridge County High School, domestic water was sprayed on the remote chiller condensers by the rear parking lot during high load periods in the cooling season. Water consumption savings from the elimination of sprinkler use in this capacity following the geothermal HVAC renovation was guaranteed per the following equation: Water Savings = (# of Sprinklers) x GPM,prinkler x (Annual Operating Minutes) Per the M&V Plan Summary in Exhibit E of the contract — Section E.13, visual inspections were performed to ensure that portable sprinklers were no longer utilized in this function following the removal of the chiller system. Visual inspections confirmed that sprinklers were no longer being used in this function and other variables including Annual Operating Minutes were stipulated. Page Content is Subject to Confidentiality Restrictions 4-5 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Solor Solar PV arrays were installed at Hardinsburg Elementary School and Irvington Elementary School. As this was the only ECM performed at these facilities, savings are not guaranteed relative to a building baseline, but instead a production level of electricity is guaranteed. Solar production was guaranteed using Option B: Retrofit Isolation, where the solar inverters record all electrical production from the arrays. Note that the solar inverter at Irvington Elementary School failed on May 10, 2024 and was replaced under warranty by CMTA at no cost to Breckinridge County Schools on July 11, 2024. As such, there was no solar production at Irvington Elementary School during the 2-month period where there was no functioning inverter at that site. 100,000 80,000 k 60,000 W h 40,000 20,000 0 Solar Production Tracking Hardinsburg Elementary School Irvington Elementary School ■Guaranteed Production ■Actual Production Figure 4-5: Solar Production Tracking Year 4 Figure 4-5 shows that Hardinsburg Elementary's solar array exceeded the production guarantees for Year 4 while Irvington Elementary had a shortfall due to two months of lost production as a result of the failed solar inverter at that site. This issue has since been corrected and solar production has returned to projected levels. This small shortfall in production is exceeded by the excess electrical savings at other district sites (see Table 4-7). Page Content is Subject to Confidentiality Restrictions 4-6 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Year 4 Summary During Year 4, the project experienced energy savings in the form of electrical consumption, electrical demand, fuel consumption, and water consumption. A building -by -building breakdown of these energy savings can be seen in Table 4-6 below. PF Breckinridge County High School Breckinridge County Middle School Custer Elementary School Ben Johnson Elementary School Hardinsburg Elementary School Irvington Elementary School District Office Annex Building 1,434,960 4,176 48,422 138 616,346 1,807 -6,997 242 127,087 518 75 151,390 420 730 36 94,425 — — — 66,401 — — — 7,880 — — — 45,453 73 — — Table 4-6: Year 4 Energy and Resource Savings by Building Year 4 of the project experienced utility savings totaling $337,256. Table 4-7 breaks down these dollar savings by electricity, fuel, and water. 2,543,942 $212,534 6,994 $84,090 42,217 I $29,111 491 $11,521 Table 4-7: Year 4 Utility Dollar Savings Page Content is Subject to Confidentiality Restrictions 4-7 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Building -by -Building Energy Data This section outlines the performance for each facility, compared to the baseline and guarantee. Each building includes a Year 4 summary to create a clear depiction of how each utility at each facility is performing. In each figure, there is a baseline performance (orange line), guaranteed performance (blue line), and an actual performance (green line). When the actual performance (green line) is below the guaranteed performance (blue line), that utility is outperforming the guarantee, resulting in excess savings for the Breckinridge County Schools. Domestic Water savings were met per the contractual Measurement and Verification methods outlined in Section 4 — District Summary. For reference and as an added value to Breckinridge County Schools, CMTA continues to monitor the water utility bills at the above facilities. Observations from this effort are communicated with district staff. Observations include the continuing substantially increased domestic water usage at Breckinridge County High School, likely attributable to a significantly altered usage profile due to the new athletic complex. The other three monitored schools continue to show reduced domestic water consumption following plumbing fixture upgrades. Figures depicting water usage are included for reference only. Breckinridge County High School Breckinridge County High School (BCHS) saved $199,248 in utility costs, yielding $20,950 (12%) excess savings from the guaranteed $178,298. Table S-1: Breckinridge County High School Dollar Savings Breakdown Figures 5-2, 5-3, and 5-4 show the Year 4 electrical consumption, electrical demand, and fuel consumption performance. Page Content is Subject to Confidentiality Restrictions 5-1 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) 3,000,oao 2,500,000 2,{]00,000 k W 1,500,0d0 h 11000,000 500,000 0 5.000 — 7,OM 6,000 — 5,000 k W 4,000 3,000 2,000 1,000 0 BCHS Electric kWh Tracker • R CMTA Q� �� PQ `` o� isO 10 O Figure 5-2: Breckinridge County High School Electric kWh Tracking Year 4 BCHS Electric kW Tracker cL �� a� ce at1 yyc Nao O Figure 5-3: Breckinridge County High School Electric kW Tracking Year 4 2,396,640 1,178,175 961,680 7.371 3,332 3,195 Page Content is Subject to Confidentiality Restrictions 5-2 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) �,...� CMTA •ii BCHS Natural Gas CCF Tracker 60,000 �:r Baseli ne 50,000 Guaranteed trActual 40.000 C C 30,00o F 20.000 i0,00o 6,805 0 - — — - 4,349 S�QSe��yc `�❑��l e` �s 6 �e� �� �atr P�`` �a� yJcp p P O Figure 5-4: Breckinridge County High School Fuel Tracking Year 4 Figure 5-5 shows the facility's water usage during Year 4 and is for reference only. BCHS Water Tracker (kGal) 3,500 3,000 2,500 k 2,000 G a 1,500 I 1,000 500 0 k 411�Q��e� �a�r Pq� D � O 3,227 1,621 1,483 Figure 5-5: Breckinridge County High School Water Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-3 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 , cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Breckinridge County Middle School Breckinridge County Middle School (BCMS) saved $65,682 in utility costs, yielding $9,621 (17%) excess savings from the guaranteed $56,060. Table 5-6: Breckinridge County Middle School Dollar Savings Breakdown Figures 5-7, 5-8, and 5-9 show the Year 4 electrical consumption, electrical demand, and fuel consumption performance. BCMS Electric kWh Tracker 1,400,000 — —Baseline 1,200,000 —C-Guaranteed 1,DOO,ODD ­`- Actual k W 800,000 h 600,000 400,000 200,000 -, 1,2 14,015 916,069 0 aes v41 aQ� vel 7,669 Figure 5-7: Breckinridge County Middle School Electric kWh Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-4 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) BCMS Electric kW Tracker 4,500 4,000 3,500 3,❑❑0 2,500 k W 2,000 1,500 1,000 500 a • R CMTA 996 189 D40 SeQ`e��et ���et oe��Q` eLe��et �a�Ja� Fe�iaa� t�a`r PQ�, �a� lame 'a� �a�sti 0 � O Figure 5-8: Breckinridge County Middle School Electric kW Tracking Year 4 BCMS Natural Gas CCF Tracker 18,000 16,000 14,000 12,000 C 10,000 C F 8,000 6,000 4,000 2,000 0 15,462 3,465 7,619 Jy�. ern `woo ern e�� acaa ���aa� pQ �S �0 1 �e 411 P Figure 5-9: Breckinridge County High School Fuel Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-5 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 , cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) • ea.-*CMTA •0■ Figure 5-10 shows the facility's water usage during Year 4 and is for reference only. BCMS Water Tracker (kGal) 700 _Baseline 600 500 k 400 G a 300 I 200 100 0 I�k SPQ�o,Qfiroes Q�Le��et m�` a� ��a� 4cL� o � a PQ Cf �J 1 q 1 e Figure 5-10: Breckinridge County Middle School Water Tracking Year 4 AA 347 Custer Elementary School Custer Elementary School (Custer) saved $20,980 in utility costs, yielding $11,731 (79%) excess savings from the guaranteed $9,250. Table 5-11: Custer Elementary School Dollar Savings Breakdown Figures 5-12, 5-13, and 5-14 show the Year 4 electrical consumption, electrical demand, and fuel consumption performance. Page Content is Subject to Confidentiality Restrictions 5-6 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology l Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) 400,000 350,000 300,000 k 250,000 W h 200,000 150,000 100,000 50,000 0 1,800 1,600 1,400 1,200 1,000 k W 800 600 400 200 0 Custer Electric kWh Tracker �,...� CMTA •ii Figure 5-12: Custer Elementary School Electric kWh Tracking Year 4 Custer Electric kW Tracker Nov" NJ' Figure 5-13: Custer Elementary School Electric kW Tracking Year 4 72,066 9,988 36,980 ,531 ,185 ,013_—Baseline —Guaranteed —Actual Page Content is Subject to Confidentiality Restrictions 5-7 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 , cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) 8,000 F- 7,000 6,000 5,000 T H 4,000 E R 3,000 M 2,000 S 1.000 0 Custer Propane Therms Tracker del met �yt del 0� a�� t PQ�� 3� aCe r1 Qe Figure 5-14: Custer Elementary School Fuel Tracking Year 4 Figure 5-14 shows the facility's water usage during Year 4 and is for reference only. Custer Water Tracker (kGat) 350 300 250 k 200 G a 150 I 100 50 �acSm� Figure 5-15: Custer Elementary School Water Tracking Year 4 319 2 7,209 6,788 6,074 Page Content is Subject to Confidentiality Restrictions 5-8 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) Ben Johnson Elementary School Ben Johnson Elementary School (Ben Johnson) saved $20,474 in utility costs, yielding $13,039 (57%) excess savings from the guaranteed $7,434. Table 5-16: Ben Johnson Elementary School Dollar Savings Breakdown Figures 5-17, 5-18, and 5-19 show the Year 4 electrical consumption, electrical demand, and fuel consumption performance. Ben Johnson Electric kWh Tracker 400,000 350,000 300,000 k 250,000 w ih 200,000 150,000 100,000 50,000 3 t,11.4 88 264,162 193,237 0 — e° e� e� �a dew 5e11�°, De` Figure 5-17: Ben Johnson Elementary School Electric kWh Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-9 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) 1,600 1,400 1,200 1,000 k 800 W 600 400 200 0 • R CMTA Ben Johnson Electric kW Tracker Se4`e�o L�oa oe�� w�e�`o ap�a Fq�aa fat PQ � dap �� �a�a Figure 5-18: Ben Johnson Elementary School Electric kW Tracking Year 4 Ben Johnson Natural Gas CCF Tracker 8,000 7,000 -<—Baseline 6,000 5,000 C C 4,000 F 3,000 2,000 1,000 a Figure 5-19: Ben Johnson Elementary School Fuel Tracking Year 4 1,404 984 950 6,784 6,054 5,528 Page Content is Subject to Confidentiality Restrictions 5-10 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Figure 5-20 shows the facility's water usage during Year 4 and is for reference only. Ben Johnson Water Tracker (kGal) 350 300 250 k 20❑ G a 150 I 100 50 0 o a S a PQ tS �o IPI I� , @e Figure 5-20: Ben Johnson Elementary School Water Tracking Year 4 299 286 District Office Breckinridge County District Office saved $2,907 in utility costs, yielding $2,638 (979%) excess savings from the guaranteed $270. Table 5-21: District Office Savings Breakdown Figures 5-22 shows the Year 4 electrical consumption. Page Content is Subject to Confidentiality Restrictions 5-11 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) 100,M0 90,000 80,000 70,000 k 60,000 w h 50,000 40,000 30,000 20,000 10,000 CMTA •ii District Office Electric kWh Tracker 93,080 89,726 85,200 0 — — e�qak .pei 0 ¢pei e�Qi aC a�� �t akac� t� a� of vA a Jyw Figure 5-22: District Office Electric kWh Tracking Year 4 Annex Building Breckinridge County Annex Building saved $4,523 in utility costs, yielding $3,666 (428%) excess savings from the guaranteed $856. $3,906 $1,002 Table 5-23: Annex Building Dollar Savings Breakdown Figures 5-24 and 5-25 show the Year 4 electrical consumption and electrical demand performance. Page Content is Subject to Confidentiality Restrictions 5-12 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning a • Breckinridge County Schools • s ," • CMTA Guaranteed Energy Savings Contract ea..* Annual Reconciliation Report (2023-2024) 00 Annex Building Electric kWh Tracker 160,D0D 139,373 140,000 — —Baseline —.—Guaranteed 133,797 120,OOD �>—Actual k 1DO,OOD -- w 93,920 h 80,000 60,000 40,000 20,000 — D - Lei yet yet �e4 xCk a' sr �• x� re ��� Jyti 2� `moo e� e� at,J �0 SeeY p 11oa Qee 1 �e P Figure 5-24: Annex Building Electric kWh Tracking Year 4 Annex Building Electric kW Tracker 400 350 300 250 k 200 w 150 100 5❑ 0 344 M !71 ye��t �oroet e��et e��et �cJa� 'pta� �a`r �Q�. �a4 ,Jce yeQ C�' boa Oee l Fe Figure 5-25: Annex Building Electric kW Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-13 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Breckinridge County Schools � �■ s� � CMTA Guaranteed Energy Savings Contract Annual Reconciliation Report (2023-2024) The following section outlines the performance of the solar PV arrays at the installed facilities. Solar PV performance is not measured relative to a building's baseline, but instead actual electrical production is measured relative to guaranteed electrical production. In each figure, there is a guaranteed production level (blue line), and an actual production level (green line). When the actual performance (green line) is above the guaranteed performance (blue line), that Solar PV Array is outperforming the guarantee, resulting in excess savings for the Breckinridge County Schools. Each building includes a Year 4 summary to create a clear depiction of how each facility's array is performing. Note that the solar inverter at Irvington Elementary School failed on May 10, 2024 and was replaced under warranty by CMTA at no cost to Breckinridge County Schools on July 11, 2024. As such, there was no solar production at Irvington Elementary School during the 2-month period where there was no functioning inverter at that site. Hardinsburg Elementary School Hardinsburg Elementary School saved $6,871 in utility costs due to Solar PV production, yielding $492 (8%) excess savings from the guaranteed $6,379. Table 5-26: Hardinsburg Elementary School Savings Breakdown Figures 5-27 shows the Year 4 electrical solar production. 100,000 1 90,000 80,000 70,000 k 50,000 w h 50,000 40,00{0 30,000 20,000 10,000 0 Hardinsburg Elementary Solar Production i e.4 e� 6 6 0 Figure 5-27: Hardinsburg Elementary School Solar Production kWh Tracking Year 4 CIA AI5 1,507 Page Content is Subject to Confidentiality Restrictions 5-14 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I M EP Engineering I Zero Energy Engineering I Technology I Commissioning • R Breckinridge County Schools • � ,s • CMTA Guaranteed Energy Savings Contract 9 ' Annual Reconciliation Report (2023-2024) 00 Irvington Elementary School Irvington Elementary School saved $5,050 in utility costs due to Solar PV production, resulting in a shortfall of $1,383 (-21%) savings relative to the guaranteed $6,433. Table 5-28: Irvington Elementary School Savings Breakdown Figures 5-29 shows the Year 4 electrical solar production. As noted above, the solar inverter at this site failed on May 10, 2024 and was replaced by CMTA on Jull 11, 2024. As such, there was no solar production during that two -month period. The inverter was RMA'd within 5 days of the system failure, however it took the manufacturer 6 weeks to send a replacement unit, hence the extended amount of lost savings. Irvington Elementary Solar Production 90,000 80,000 70,000 60,000 k W 50,000 h 40,000 30,000 20,000 10,000 0 ���e��yt CPO` e�Q,e �¢ye�ozc Na°Jai ��`aa� ���� V91\,�ti� °�Jy~ 8,990 .6,401 Figure 5-29: Irvington Elementary School Solar Production kWh Tracking Year 4 Page Content is Subject to Confidentiality Restrictions 5-15 9519 Civic Way, Suite 100 1 Prospect, KY 40059 1502.409.4062 1 cmta.com Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning Appendix H Non -Collusion, Non -Debarment, Employment Eligibility & Non - Discrimination Commitment Affidavit MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com 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 Kentucky SS: Jefferson 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, terms, 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 Iran Form Contractor agrees r w discriminate against or intimidate any employee or applicant fur employment the erfo pr cof this contract with privileges of employment. or any matter directly or indirectly related is employment, because of mass, religion, color, sex, gentler expression, gender identity, sexual orientation, n, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. 1, the undersigned bidder nj 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 Slates I hereby ratify, that I and all subcontractors amployW by me for this project will use steel products or foundry pmdueta made in do, United Santa on this project if awarded. I understand I have an off rmative duly 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 foundryproducts is unreasonable. Priorto ward and upon submission of bid which does not use steel products or i ndry produets made n the United State, the City, through its director of public works, shall make a determination if the price of United Smos made steel or foundry is unreasonable. I understand that violations houunder may result in forfeiture of contractual payments. I Inner, storm under, the penalties of perjury that the data and information contained in the foregmng bid for public works arc uve and croon. Datd tire J th any of Januar , 201 CMTA, Inc. Conitoc (FirrN PpoQILPA Bsy_i�e 1�" �Idder Aof Signature Corgenmr(e adder of Its wgent P• F Konrad guider, Principal pal '` Pnted N¢rrse add Titlele ri nnuU rI r5ubne abed and eworn m balme me this 24N day Jmn�uary , 2b� My Cenaniseion Expires �fc" ZZ:T, �of� L-✓`M^rL Notary Public County of Residenos Appendix Site Plans MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com 0 0 0 7 00 Iff ❑ O � 0 00 1 0 00 o � m m SCALE: 32" = 1' N System Summary W E Electrical Equipment: S 110 - Silfab 530W Commercial Solar Modules 110 - JMS-F Rapid Shutdown Devices 1 - 50.OkW SMA CORE1 Inverter 58.3kW DC System Size 50.OW AC System Size Roof & Rackinq Details: Roof Type: White TPO or EPDM Racking Type: clawFR 10 Degree Single Tilt Module Tilt: 10' Inter -Row Spacing: 13" Azimuth: 180° Legend: Solar Module 6ft Roof Edge Setback 6ft Mechanical Equipment Setback 2ft Small Obstruction Setback Existing Pathway CMTA PRELIMINARY DESIGN REVISIONS PV101 N w E System Summary ©�. CMTA ooe.® Electrical Equipment: S 192 - Silfab 530W Commercial Solar Modules 192 - JMS-F Rapid Shutdown Devices p PRELIMINARY DESIGN 2 - 50.OkW SMA CORE1 Inverter ❑ 101.76kW DC System Size 0 O 50.OW AC System Size Roof & Racking Details: Roof Type: White TPO or EPDM Racking Type: clawFR 10 Degree Single Tilt m ❑O 0 ❑O Module Tilt: 10° Inter -Row Spacing: 13" Azimuth: 1800 Legend: XF Solar Module �❑ ❑0 ❑0 ❑0 6ft Roof Edge Setback Eft Mechanical Equipment Setback 2ft Small Obstruction Setback Existing Pathway 00 a vo U Li> Z E �� a J C � N)co N �L J '" 30 CLIENT/CMTA 308 #: 25825 DATE: 01/23/25 DRAWN: BW REVISIONS SCALE: 32" = 1 ' PV 101 Appendix J Addendums MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com 1316 COUNTY -CITY BUILDING 227 W.JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAX 574/ 235-9171 TDD 574/ 235-5567 CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS Date: January 8, 2025 To: All Planholders From Lidya Abreha, Project Manager Subject Addendum Number: 1 Project Name: SBFD & MLK SOLAR GESC Project No.: 125-008 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: January 8, 2025 This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your Proposal package upon submittal. THIS ADDENDUM MAY AFFECT YOUR PROPOSAL. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: CMTA, Inc. Authorized Signature: Date: January 8, 2025 1/3 SBFD & MLK SOLAR GESC 125-008 Addendum No. 1 Date: January 8, 2025 To: All Registered Respondents From: Lidya Abreha, Project Manager You must acknowledge receipt of this addendum by signing the first page and returning a copy with your proposal submission. The items in this addendum are to become part of the original documents as if included therin. Only the noted items are affected, and the remainder of the original contract document is to remain in its entirety. This Addendum modifies the Contract Documents as follows: Section C — Response Format For Respondent's Submittal. ADD 7e. Provide a statement confirming your understanding of the Davis -Bacon Act (40 U.S.C. §§ 3141-3148), and commitment to comply with its provisions should you be awarded the contract. Additionally, below is a summary of the questions received and their respective answers: Question 1: Are some of the obstructions on the roof of the Central Fire Station such as HVAC system staying in place? Answer 1: Yes, under the current scope of work for the roofing project, the structures will remain in place. Question 2: MLK Dream Center: is the roof solar ready? Were the designs that were previously recommended built into the roof to allow for ease of a solar connection? Answer 2: MLK Dream Center was designed and constructed to support the installation of solar panels. Question 3: What is required for prevailing wages? Answer 3: Primarily for Central Fire Station to be in compliance with EECBG funding. Question 4: For EECBG compliance: Is BABA (Build America Buy America) also required? Answer 4: No. We are exempt from BABA requirements. We have also managed to schedule a site visit to both facilities. Participation in this visit is entirely optional and attendance will not influence the selection process. If you are interested, please see site visit details below (location & time) and confirm attendance by contacting Lidya Abreha at labreha(a,southbendin.gov or 574-235-5961. Site Visit Details: Fire Department Central Fire Station: 2/3 Date & Time: Monday, January 13th, 2025, LOAM EST Location: 1222 S Michigan St, South Bend, Indiana MLK Dream Center: Date & Time: Monday, January 13th, 2025, 11AM EST Location: 1522 Linden Ave, South Bend, Indiana - This addendum consists of a total of 3 pates. 3/3 1316 COUNTY -CITY BUILDING 227 W.JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/235-9251 FAX 574/ 235-9171 TDD 574/ 235-5567 CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS Date: January 22, 2025 To: All Registered Respondents From Lidya Abreha, Project Manager Subject Addendum Number: 2 Project Name: SBFD & MLK SOLAR GESC Project No.: 125-008 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM Date Received: January 22, 2025 This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your Proposal package upon submittal. THIS ADDENDUM MAY AFFECT YOUR PROPOSAL. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: CMTA, Inc. P -- Authorized Signature: Date: January 22, 2025 1/3 SBFD & MLK SOLAR GESC 125-008 Addendum No. 2 Date: January 22, 2025 To: All Registered Respondents From: Lidya Abreha, Project Manager You must acknowledge receipt of this addendum by signing the first page and returning a copy with your qualifications submission. The items in this addendum are to become part of the original documents as if included therin. Only the noted items are affected, and the remainder of the original request for qualification document is to remain in its entirety. This Addendum modifies the Request for Qualifications (RFQ) Documents as follows: 1. Enclosed is a 2-page document containing: a. A recent electric bill for the Central Fire Station, as requested by one of the respondents. b. The MLK Dream Center roof layout, which was also shared with respondents who attended the site visit on January 13th, 2025. - This addendum consists of a total of 4 pages. 2/3 ROOF PLAN NOTES KEY NOTE 1 ROOF DRAIN AND OVERFLOW DRAIN. 2 SOLAR PANELS (ALTERNATE BID ITEM). REFER TO SHEET A-160A 3 ROOF LADDER W/ PARAPET PLATFORM 4 30" X 30" ROOF HATCH 5 5" X 5" BOX GUTTER AND DOWNSPOUT 6 TRELLIS STRUCTURE. 8 MECHANICAL EQUIPMENT 9 METAL COPING 10 ROOF WALKWAY PADS 11 30" X 30" ROOF HATCH WITH SAFETY RAILING. 12 COLUMNS TO PROTRUDE THROUGH ROOF. WRAP ROOF MEMBRANE UP FACE OF COLUMN MINIMUM 8.11 13 STAIR AND RAILING GENERAL ROOF PLAN NOTES A. TAPERED INSULATION SHALL BE INSTALLED TO ACHIEVE POSITIVE DRAINAGE WITH A MINIMUM RESULTANT SLOPE OF 1/4" PER FOOT EXCEPT FOR ROOF CRICKETS AT THE ROOF DRAINS. B. LOW SLOPE ROOF AREAS SHALL HAVE A MINIMUM OF 4" RIGID INSULATION OVER METAL DECK ROOF DECK. SADDLES, CRICKETS, AND SLOPE PORTIONS OF FLAT ROOF DECK SHALL BE FORMED BY TAPERED INSULATION. AREAS WHERE TAPERED INSULATION IS ANTICIPATED HAVE BEEN INDICATED, BUT SHALL NOT BE CONSIDERED ALL INCLUSIVE. IT IS CONTRACTOR'S RESPONSIBILITY TO PROVIDE SLOPED SURFACES TO ACHIEVE PROPER DRAINAGE. C. ROOF PENETRATIONS AND EQUIPMENT SHOWN SHALL NOT BE CONSIDERED ALL INCLUSIVE. COORDINATE WITH MECHANICAL, PLUMBING, AND ELECTRICAL DOCUMENTS TO CONFIRM PENETRATIONS AND EQUIPMENT LOCATIONS. FLASH ALL ROOF PENETRATIONS IN ACCORDANCE WITH ROOFING MANUFACTURER'S RECOMMENDATIONS. PROVIDE CRICKETS TO ALLOW FOR PROPER DRAINAGE AROUND UNITS. D. ROOF WALKWAY PADS OR BLOCKS SHALL BE INSTALLED IN ACCORDANCE WITH ROOFING MANUFACTURER'S RECOMMENDATIONS WHERE INDICATED AND AROUND ENTIRE PERIMETER OF ROOFTOP EQUIPMENT. ARCHITECTURE �+ INTERIORS O PROJECT MANAGEMENT J PLANNING U25 N. Pine Street Indianapolis, IN 46202 www.meticulousda.com W info@meticulousda.com v. 317.926.1820 2 f. 317.926.1815 CIVIL ENGINEER: 7474 Noel Road Indianapolis, IN 46278 v. (317) 251-1738 f. (317) 251-1923 STRUCTURAL ENGINEER, MEP & LANDSCAPE ARCHITECT Blvd.mqimr 2211 E. Jefferson WDLZ South Bend, IN 46615 ARCHITECTURE -ENGINEERING -PLANNING p• 574.236.4400 EURVPYINC . CONSTRUCTION SPRVICPE Z w U O G REVISIONS 00 Q c: z Q) — J N CO N L r) r—I � O c/) No. Description Date J CERTIFIED BY: NOT FOR CONSTRUCTION ISSUE DATE: 08.04.2023 DRAWN: CHECKED: LH/VD/AR VD/JM PROJECT NO.: P 2 2-012 5 REVISION NO ROOF PLAN - Q l.ROOF PLAN -ALTERNATE. ©\ A-160A 1/8" = V-0" IF ALTERNATE NO. 7 0 m N O N A-160A 00 Appendix K Proprietary Materials MEP Engineering I Performance Contracting I Zero Energy Engineering I Technology I Commissioning I crnta.com