HomeMy WebLinkAboutAccepting the Advisory Recommendation of a Project Development Agreement with Ameresco Inc. Related to a guaranteed Energy Savings Contract for Century CenterAttes
RESOLUTION
4382 -14
Passed by the Common Council of the City of South Bend, Indiana
August 11, 14
20
Presented by me to the Mayor of the City of South Bend, Indiana
August 12,
14
Approved and signed by me /4<k � tA > r
City Clerk
dent of Common Council
i' 20 ` J_ .
City Clerk
RESOLUTIONNO.t" M- -14
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,
INDIANA ACCEPTING THE ADVISORY RECOMMENDATION OF THE BOARD
OF PUBLIC WORKS, RATIFYING, CONFIRMING AND APPROVING CERTAIN
ACTIONS AND APPROVING THE EXECUTION OF A PROJECT DEVELOPMENT
AGREEMENT WITH AMERESCO, INC. RELATED TO A GUARANTEED ENERGY
SAVINGS CONTRACT FOR CENTURY CENTER
WHEREAS, on November 25, 2013, the Common Council of the City of South Bend
( "Council ") adopted its Resolution No. 4302 -13 appointing the Board of Works ( "Board ") and the
Department of Public Works of the City of South Bend ( "Department ") as authorized agents of the
Council for purposes of meeting the provisions required by IC 36 -1 -12.5 and other Indiana laws
leading up to the final review of and the execution by the Council of a Guaranteed Energy Savings
Contract for the use of energy saving technology at Century Center; and
WHEREAS, IC 36 -1- 12.5 -2.5 -2 defines a "guaranteed savings contract" as a contract to (i)
evaluate and recommend to the governing body conservation measures, and (ii) provide for the
implementation of at least one (1) conservation measure; and
WHEREAS, on August 7, 2014, the Board adopted its Resolution No. 35 -2014 confirming
the Board's compliance with IC 36 -1 -12 and further making its advisory recommendation to the
Common Council of the City of South Bend, Indiana that the Council approve and execute a
Project Development Agreement with Ameresco, Inc., the form of said agreement being attached
hereto and incorporated herein as Exhibit 1, and a copy of said Resolution No. 35 -2014 attached
hereto and incorporated herein as Exhibit 2, and
WHEREAS, the Board has heretofore reviewed the proposed form of Project Development
Agreement as attached hereto and incorporated herein as Exhibit 1 to the Board's Resolution No.
35 -2014 and upon completion of the energy audit as described in the Project Development
Agreement, Ameresco shall prepare and deliver a Project Proposal which shall be incorporated into
a separate Energy Savings Contract which upon recommendation of the Board of Public Works is
intended to be approved and executed as a separate agreement by and between the Council and
Amerersco, Inc.
WHEREAS, the Board has affirmed that the actions referred to in its Resolution No. 35-
2014 were undertaken solely at the direction of and as authorized agents to the Council pursuant to
the Council's Resolution No. 3705 -07 and not on the Board's own behalf; and
WHEREAS, the Common Council of the City of South Bend desires to accept the Board's
advisory recommendation and to approve and execute the Guaranteed Energy Savings Contract
with such changes as may be suggested by the City's Department of Law; and
WHEREAS, the Common Council of the City of South Bend further desires to ratify,
confirm and approve various other actions undertaken to date by the Board and the Department in
1
* *Vtes SBCCouncil Project Development, Century Center—Ameresco—FINAL 14085
their respective capacities as authorized agents of the Common Council incidental to the authority
granted by Council Resolution No. 4302 -13.
NOW, THEREFORE, BE IT RESOLVED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, that:
Section 1. The Common Council of the City of South Bend hereby accepts the advisory
recommendation of the Board of Public Works of the City of South Bend that the Council
approval and execute a Project Development Agreement with Ameresco, Inc., the form of
said agreement being attached hereto and incorporated herein as Exhibit A with such
changes as may be suggested by the City's Department of Law with approval of such
changes evidenced by the execution and attestation respectively, of the agreement.
Section 2. The Common Council of the City of South Bend hereby authorizes the
execution of the documents as described in this Resolution and as presented at this meeting
with such changes as may be suggested by legal counsel with approval of such changes
evidenced by the execution and attestation respectfully, of the contract.
Section 3. The Common Council of the City of South Bend hereby acknowledges the
Board of Public Works assurance and commitment as expressed in the Board's Resolution
No. 35 -2014 that, upon approval and execution of the Project Development Agreement
and /or the Energy Savings Contract by the Council, staff members of the Department of
Public Works shall supervise all work done incidental to the Guaranteed Savings Contract
concerning Century Center, including the power to authorize change orders and ensure its
continue compliance with Indiana law and its continued adherence to the direction
expressed in the Council's Resolution No. 3705 -07.
Section 4. The Common Council of the City of South Bend hereby ratifies, confirms
and approves the actions taken by the Board of Public Works and the Department of Public
Works of the City of South Bend in their respective capacities as authorized agents to and on
behalf of the Common Council pursuant to the Counci;s solution No. 4302 -13.
Section 5. This Resolution shall be in f rc. and effect f$>�m� and after it�doption
b the Common Council and a roval b e o. I � 1
Adopted this il:K day of ce t r , 2014.
PRESENTM
�DC14J1�� 1 1 2
Filed in Qlmrk'g ()fte
_ .rM a X914
CITY GLiER;, its,"- :C, IN
*. *1Res SBCCouncil_Project Development, Century Center_Ameresco_FINAL 14085
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
14 -76 A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, ACCEPTING THE
ADVISORY RECOMMENDATION OF THE BOARD OF
PUBLIC WORKS, RATIFYING, CONFIRMING AND
APPROVING CERTAIN ACTIONS AND APPROVING THE
EXECUTION OF A PROJECT DEVELOPMENT
AGREEMENT WITH AMERESCO, INC. RELATED TO A
GUARANTEED ENERGY SAVINGS CONTRACT FOR
CENTURY CENTER
Respectfully report that they have examined the matter and that in their opinion,
this bill is being recommended to the full Council with a favorable
recommendation.
This bill was heard by the PARCS Committee.
Valerie Schey
Chairperson, Committee of the Whole
1200 COUNTY- CI1'YBUILDING
227 W. JEFFERSON BOULEVARD
SOUTH BEND, INDIANA 46601 -1830
CRUSTAL C. BRISCO
CORPORATION COUNSEL
CITY OF SOUTH BEND PETE BU=GIEG, I&WOR
DEPARTMENT OF LAW
August 4, 2014
The South Bend Common Council
4`h Floor County -City Building
South Bend, Indiana 46601
PHONE 574/235 -9241
FAx 574/235 -7670
ALADEAN M. DEROSE
CITY ATTORNEY
Re: Proposed Resolution Accepting Board of Public Works Advisory Recommendation and
Authorizing Execution of Project Development Agreement Related to Guaranteed Energy Savings
Contract for Century Center
Dear Council Members:
Under the provisions of Indiana Code 36 -1 -12.5, the South Bend Common Council as "governing body" of
a "political subdivision" is granted the authority to enter into a Guaranteed Energy Savings Contract as
defined by IC 36 -1- 12.5 -2. In accordance with the statute, the Council adopted its Resolution No. 4302 -13
on November 25, 2013 appointing the Board of Public Works ( "Board ") as the Council's authorized agent
for purposes of meeting the requirements of IC 36 -1 -12.5 with respect to a Guaranteed Energy Savings
Contract for the use of energy saving technology at Century Center. In compliance with state law and the
authority granted by the Council as the Council's agent, the Board has reviewed a proposed form of Project
Development Agreement with Ameresco, Inc., a for -profit corporation providing comprehensive energy
efficiency and energy solutions for facilities throughout the United States. The Project Development
Agreement provides for the evaluation of energy conservation measures through an energy and
infrastructure audit and is consistent with the requirements of IC 36 -1 -12.5. It is anticipated that upon
completion of the energy audit and evaluation of the facility, Ameresco would prepare a proposal detailing
the scope of work for installation of energy improvements under a Guaranteed Energy Savings Contract.
The Guaranteed Energy Savings Contract will be reviewed by the Board and submitted to the Council for
its approval and execution by separate resolution.
This proposed Resolution is the second of three (3) resolutions which the Common Council would be asked
to act upon. Therese Dorau, Director of Sustainability, and Eric Horvath, Director of Public Works, will be
working with the Council in this matter, and Eric Horvath or his designee will present this Resolution.
Filed in Clerics Office
AUG -6 2014
I
JOHN VOORDE
C1TY CLERK, SOUTH BEND, IN
S ely
Che . Gr
Assistant City ttoxney and
Legal Counsel to the Board of Public Works
RESOLUTION NO. 35-2014
A RESOLUTION OF THE CITY OF SOUTH BEND BOARD OF PUBLIC WORKS
CONFIRMING COMPLIANCE WITH IC 36- 1 -12 -1 ET SEQ.
AND RECOMMENDING TO THE COMMON COUNCIL OF THE CITY OF SOUTH
BEND, INDIANA THE APPROVAL AND EXECUTION OF A PROJECT
DEVELOPMENT AGREEMENT WITH AMERESCO, INC. RELATED TO A
GUARANTEED ENERGY SAVINGS CONTRACT FOR CENTURY CENTER
WHEREAS, on November 25, 2013, the Common Council of the City of South Bend
( "Council ") adopted its Resolution No. 4302 -13 appointing the Board of Works ( "Board ") and the
Department of Public Works of the City of South Bend ( "Department ") as authorized agents of the
Council for purposes of meeting the provisions required by IC 36 -1 -12.5 and other Indiana laws
leading up to the final review of and the execution by the Council of a Guaranteed Energy Savings
Contract for the use of energy saving technology at Century Center; and
WHEREAS, IC 36 -1- 12.5 -2.5 -2 defines a "guaranteed savings contract" as a contract to (i)
evaluate and recommend to the governing body conservation measures, and (ii) provide for the
implementation of at least one (1) conservation measure; and
WHEREAS, in compliance with the requirements of Indiana law including, but not limited
to, IC 36 -1 -12.5, the Board has taken certain actions as authorized agent to the Council including
preparation of specifications and evaluation criteria for a Guaranteed Energy Savings Contract,
publication of notice as required by IC 36 -1- 12.5 -5 requesting qualified providers to submit
proposals, and has opened at a public meeting of the Board those proposals that were received in
response to the notice, and has evaluated said proposals; and
WHEREAS, the Board has heretofore reviewed the proposed form of Project Development
Agreement with Ameresco, Inc. as attached hereto and incorporated herein as Exhibit A which
provides for a detailed energy audit evaluating Century Center's conservation needs in anticipation
of a Guaranteed Energy Savings Contract to implement such conservation measures as are
determined through the energy audit; and
WHEREAS, the Department's legal counsel has determined that the proposed form of
Project Development Agreement is consistent with and meets the legal requirements of IC 36 -1-
12.5; and
WHEREAS, the Board affirms that the actions referred to in its Resolution No. 35 -2014 are
taken by the Board and the Department solely at the direction of and as authorized agents to the
Council and not on the Board's own behalf.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF PUBLIC WORKS OF
THE CITY OF SOUTH BEND, that:
Section 1. The Board of Public Works hereby makes its advisory recommendation to
the Common Council of the City of South Bend that the Council approval and execute a
F:\ *. *\BPWV2eso1utions\Rcs 35 -2014 - BPW Recommending Guaranteed Energy Savings at Century Center_070611 'C„ x 1+1 B I I L
Project Development Agreement with Ameresco, Inc., the form of said agreement being
attached hereto and incorporated herein as Exhibit A with such changes as may be
suggested by legal counsel with approval of such changes evidenced by the execution and
attestation respectfully, of the agreement.
Section 2. Upon completion of the energy audit as described in the Project
Development Agreement, Ameresco shall prepare and deliver a Project Proposal which shall
be incorporated into a separate Energy Savings Contract which upon recommendation of
the Board of Public Works is intended to be approved and executed as a separate agreement
by and between the Council and Amerersco, Inc.
Section 3. The Board of Public Works hereby assures the Council that, upon approval
and execution of the Project Development Agreement and /or the Energy Savings Contract
by the Council, staff members of the Department of Public Works shall supervise all work
done incidental to the Guaranteed Savings Contract concerning Century Center, including
the power to authorize change orders.
Section 4. The Board of Works hereby assures the Council of the Board's continued
assistance as set forth in the Council's Resolution No. 4302 -13.
Section S. This Resolution shall be in full force and effect upon its adoption
ADOPTED at a meeting of the Board of Public Works of the City of South Bend, Indiana
held on _August 2014, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601.
ATTEST:
Linda M. Martin, Clerk
BOARD OF PUBLIC WORKS
Gary A. Gilot, President
Patrick Henthom, Member
Brian Pawlowski, Member
David Relos, Member
Kathryn Roos, Member
2
F: \ *. *\BPW\Resolutions\Res 35 -2014 - BPW Recommending Guaranteed Energy Savings at Century Center_070611
PROJECT DEVELOPMENT AGREEMENT
THIS PROJECT DEVELOPMENT AGREEMENT (this "Development Agreement") is
entered into as of the 7' day of July, 2014, by and between the City of South Bend with a principal
business address at 227 West Jefferson Blvd, Suite 1400 N, South Bend, Indiana 46601 ( "Client')
and Ameresco, Inc. having its principal place of business at 111 Speen Street, Suite 410,
Framingham, Massachusetts 01701 ("Ameresco "). The Client and Ameresco may be referred to
herein individually as a "Party' and collectively as the "Parties".
WHEREAS, Ameresco desires to perform certain energy services including a detailed
energy audit for Client at the facilities identified in Exhibit A attached hereto (the "Facilities"); and
WHEREAS, Client intends to enter into an energy services agreement ("ESA") with
Ameresco for implementation of the Scope of Work (referred to below) identified by Ameresco as a
result of its work under this Development Agreement.
NOW THEREFORE, in consideration of the mutual promises and agreements contained
herein, the Parties hereto hereby agree as follows:
Ameresco shall complete the following work under this Development Agreement (the
"Development Wot:Y) in accordance with the Time Table set forth in Schedule 1 attached
hereto:
(a) conduct an energy and infrastructure audit of the Facilities;
(b) prepare and deliver to Client a proposal (the "Project Proposal'), which shall include:
(i) the proposed scope of work for installation of energy efficiency and
renewable energy improvements ("Scope of Wotk) which shall take into
account improvements already planned for the Facilities, based on a
schedule of planned improvements to be provided by Client to Ameresco
within ten (10). days of execution of this Development Agreement;
(ii) the implementation price for the Scope of Work (the "Implementation
Price"); and
(iii) the estimated cost savings as a result of implementation of the Scope of
Work.
Coincident with the completion of the Development Work and Client's notification that it has
approved the Scope of Work set forth in the Project Proposal, Ameresco will prepare and submit to
Client an ESA detailing the terms and conditions related to the implementation of the Project
Proposal.
2. Client hereby agrees that if it does not enter into the ESA with Ameresco within thirty (30) days
of submission of the Project Proposal, Client shall compensate Ameresco for its Project
Development Work by paying an audit fee to Ameresco in the amount of Fifty Five Thousand
Dollars ($55,000) (the "Project Development Fee"). The Project Development Fee shall be fully -
earned, due and payable by Client to Ameresco no later than forty -five (45) days after the date that
g� �r�onl 35 c�l�
EP3+-r
Ameresco submits the Project Proposal to Client. If Client and Ameresco enter into an ESA which
includes the Scope of Work, Client will not be billed the Project Development Fee due under this
Project Development Agreement as the Implementation Price shall be all inclusive. In the unlikely
event that Ameresco is unable to develop a project that would result in sufficient energy savings
and /or avoided future capital or operational costs to Client so that the installation costs can be paid
from said savings over a period not to exceed 15 years, then Client is not obligated to reimburse
Ameresco the Development Fee; provided, bowever, that Ameresco will be deemed to have satisfied the
requirements of Section 1(b) above should Ameresco's failure to meet the requirements of such
section result from either (a) a material adverse change in Client's credit or bond rating or (b) an
increase in interest rates such that the costs associated with the Scope of Work increase due to
conditions beyond the control or fault of Ameresco.
3. Ameresco's receipt of an executed copy of this Development Agreement shall be evidence of
Client's agreement to the terms and conditions of this Development Agreement and its
authorization of and notification to Ameresco to proceed with the Project Development Work.
Ameresco will thereafter promptly initiate the Development Work.
4. This Development Agreement and exhibits hereto, if any, shall (a) constitute the entire
agreement between the Parties relating to the subject matter hereof, (b) supersede all previous
agreements, discussions, communications and correspondences with respect to the subject matter
hereof and (c) only be amended, supplemented or modified by a written instrument executed by
both Parties. If any provision of this Development Agreement is held by a court of competent
jurisdiction to be unenforceable, no other provision shall be affected thereby, and the remainder of
this Development Agreement shall be interpreted as if it did not contain such unenforceable
provision.
5. Client hereby agrees to provide timely and complete access to all necessary property and energy
consumption and cost records for the three (3) years preceding the commencement of Ameresco's
services. Client will make available the assistance of such personnel as may be necessary for
Ameresco's performance of the Development Work hereunder. If, during the performance of the
Development Work, Ameresco should conclude, as a result Ameresco may, by written notice to
Client, terminate this Agreement.
6. In no event shall Ameresco be liable for any special, consequential, incidental, punitive, exemplary
or indirect damages in tort, contract or otherwise, including, without limitation, loss of profits, loss of
use of the Facilities or other property, or business interruption, howsoever caused, in connection with
this Development Agreement.
7. Ameresco and Client represent and warrant to each other that (a) the execution, delivery and
performance of this Project Development Agreement have been duly authorized and approved by
all necessary organizational action on the part of such Party, (b) the signatories hereto have been
duly authorized by all necessary organizational action of such Party to sign and deliver this
Development Agreement and (c) upon execution this Development Agreement will constitute a
legal, valid and binding obligation of such Party.
8. In the event Customer and Ameresco fail to execute an ESA as provided in paragraph 2 above,
because Ameresco will not therefore be engaged to perform services in connection with the
Development Agreement DAC 7/7/14
implementation of its recommendations, Ameresco will have no control over such implementation
by the Client or any third party. Accordingly, Ameresco specifically and expressly disclaims all
responsibility for the use of or reliance upon such documents or memoranda by the Client or any
third party. Client hereby agrees to indemnify and hold harmless Ameresco for any liability, loss,
cost, expense, or damage which may result from the use of the documents and /or memoranda
provided by Ameresco hereunder in the implementation of the energy savings recommendations
made by Ameresco without its continued involvement.
9. This Development Agreement shall be governed by the laws of the State in which the Facilities
are located.
IN WITNESS WHEREOF, the duly authorized officers or representatives of the Parties have
set their hand under seal on the date first written above with the intent to be legally bound.
CLIENT AMERESCO, INC.
Authorized Signature
Name
Title
Development Agreement DAC 7/7/14
Authorized Signature
Name
Title
EXHIBIT A
FACILITIES LIST
The Century Center
120 South Saint Joseph Street
South Bend, IN 46601
Phone: (574) 235 -9711
Fax: (574) 235 -9185
Development Agreement DAC 7/7/14
EXHIBIT 1
TIME TABLE OF EVENTS
Development Agreement DAC 7/7/14
What
When
1
Execute Project - Development
On or about August 151, 2014
Agreement - PDA
Review preliminary findings with City
2
of South Bend & Century Center
On or about August 15', 2014
Personnel
3
Review final project scope, costs, and
On or about September 15s', 2014
savings with City of South Bend
Deliver Energy Services Agreement
4
(ESA) to Client
On or about September 30', 2014
Finalize Project Buildings Options —
Final Scope & Pricing
5
Financial Funding Discussion &
On or about September 15' — 30'b
Review
Final Scope and Legal Review of
Completed on or about October 10 ",
6
Contract Documents
2014
7
Signing of Energy Service Agreement
On or about November V, 2014
[
8
Issuance of the "Notice to Proceed" by
On or about November 1 ", 2014
Client to Ameresco
Ameresco issues construction contracts
9
to subcontractors and equipment
By November 30`h, 2014
suppliers
10
Construction begins
On or before December, 2014
11
Development Agreement DAC 7/7/14
PROJECT DEVELOPMENT AGREEMENT
THIS PROJECT DEVELOPMENT AGREEMENT (this "Development Agreement") is
entered into as of the 7' day of July, 2014, by and between the City of South Bend with a principal
business address at 227 West Jefferson Blvd, Suite 1400 N, South Bend, Indiana 46601 ( "Client")
and Ameresco, Inc. having its principal place of business at 111 Speen Street, Suite 410,
Framingham, Massachusetts 01701 C' Ameresco?). The Client and Ameresco may be referred to
herein individually as a "Patty' and collectively as the "Parties".
WHEREAS, Ameresco desires to perform certain energy services including a detailed
energy audit for Client at the facilities identified in Exhibit A attached hereto (the "Facilities"); and
WHEREAS, Client intends to enter into an energy services agreement ( "ESA") with
Ameresco for implementation of the Scope of Work (referred to below) identified by Ameresco as a
result of its work under this Development Agreement.
NOW THEREFORE, in consideration of the mutual promises and agreements contained
herein, the Parties hereto hereby agree as follows:
1. Ameresco shall complete the following work under this Development Agreement (the
"Development Work) in accordance with the Time Table set forth in Schedule 1 attached
hereto:
(a) conduct an energy and infrastructure audit of the Facilities;
(b) prepare and deliver to Client a proposal (the "Project Proposal'), which shall include:
(i) the proposed scope of work for installation of energy efficiency and
renewable energy improvements ("Scope of Work') which shall take into
account improvements already planned for the Facilities, based on a
schedule of planned improvements to be provided by Client to Ameresco
within ten (10) days of execution of this Development Agreement;
(ii) the implementation price for the Scope of Work (the "Implementation
Pricer'); and
(iii) the estimated cost savings as a result of implementation of the Scope of
Work.
Coincident with the completion of the Development Work and Client's notification that it has
approved the Scope of Work set forth in the Project Proposal, Ameresco will prepare and submit to
Client an ESA detailing the terms and conditions related to the implementation of the Project
Proposal.
2. Client hereby agrees that if it does not enter into the ESA with Ameresco within thirty (30) days
of submission of the Project Proposal, Client shall compensate Ameresco for its Project
Development Work by paying an audit fee to Ameresco in the amount of Fifty Five Thousand
Dollars ($55,000) (the "Project Development Fee"). The Project Development Fee shall be fully -
earned, due and payable by Client to Ameresco no later than forty -five (45) days after the date that
t
op� l 16 1
Ameresco submits the Project Proposal to Client. If Client and Ameresco enter into an ESA which
includes the Scope of Work, Client will not be billed the Project Development Fee due under this
Project Development Agreement as the Implementation Price shall be all inclusive. In the unlikely
event that Ameresco is unable to develop a project that would result in sufficient energy savings
and /or avoided future capital or operational costs to Client so that the installation costs can be paid
from said savings over a period not to exceed 15 years, then Client is not obligated to reimburse
Ameresco the Development Fee; provided, however, that Ameresco will be deemed to have satisfied the
requirements of Section 1(b) above should Ameresco's failure to meet the requirements of such
section result from either (a) a material adverse change in Client's credit or bond rating or (b) an
increase in interest rates such that the costs associated with the Scope of Work increase due to
conditions beyond the control or fault of Ameresco.
3. Ameresco's receipt of an executed copy of this Development Agreement shall be evidence of
Client's agreement to the terms and conditions of this Development Agreement and its
authorization of and notification to Ameresco to proceed with the Project Development Work.
Ameresco will thereafter promptly initiate the Development Work.
4. This Development Agreement and exhibits hereto, if any, shall (a) constitute the entire
agreement between the Parties relating to the subject matter hereof, (b) supersede all previous
agreements, discussions, communications and correspondences with respect to the subject matter
hereof and (c) only be amended, supplemented or modified by a written instrument executed by
both Parties. If any provision of this Development Agreement is held by a court of competent
jurisdiction to be unenforceable, no other provision shall be affected thereby, and the remainder of
this Development Agreement shall be interpreted as if it did not contain such unenforceable
provision.
5. Client hereby agrees to provide timely and complete access to all necessary property and energy
consumption and cost records for the three (3) years preceding the commencement of Ameresco's
services. Client will make available the assistance of such personnel as may be necessary for
Ameresco's performance of the Development Work hereunder. If, during the performance of the
Development Work, Ameresco should conclude, as a result Ameresco may, by written notice to
Client, terminate this Agreement.
6. In no event shall Ameresco be liable for any special, consequential, incidental, punitive, exemplary
or indirect damages in tort, contract or otherwise, including, without limitation, loss of profits, loss of
use of the Facilities or other property, or business interruption, howsoever caused, in connection with
this Development Agreement.
7. Ameresco and Client represent and warrant to each other that (a) the execution, delivery and
performance of this Project Development Agreement have been duly authorized and approved by
all necessary organizational action on the part of such Party, (b) the signatories hereto have been
duly authorized by all necessary organizational action of such Party to sign and deliver this
Development Agreement and (c) upon execution this Development Agreement will constitute a
legal, valid and binding obligation of such Party.
8. In the event Customer and Ameresco fail to execute an ESA as provided in paragraph 2 above,
because Ameresco will not therefore be engaged to perform services in connection with the
Development Agreement DAC 7/7/14
6
implementation of its recommendations, Ameresco will have no control over such implementation
by the Client or any third party. Accordingly, Ameresco specifically and expressly disclaims all
responsibility for the use of or reliance upon such documents or memoranda by the Client or any
third party. Client hereby agrees to indemnify and hold harmless Ameresco for any liability, loss,
cost, expense, or damage which may result from the use of the documents and /or memoranda
provided by Ameresco hereunder in the implementation of the energy savings recommendations
made by Ameresco without its continued involvement.
9. This Development Agreement shall be governed by the laws of the State in which the Facilities
are located.
IN WITNESS WHEREOF, the duly authorized officers or representatives of the Parties have
set their hand under seal on the date fast written above with the intent to be legally bound.
CLIENT
AMERESCO, INC.
Authorized Signature Authorized Signature
WRIMM
Title
Development Agreement DAC 7/7/14
MMMIM
Title
n.
EXHIBIT A
FACILITIES LIST
The Century Center
120 South Saint Joseph Street
South Bend, IN 46601
Phone: (574) 235 -9711
Fax: (574) 235 -9185
Development Agreement DAC 7/7/14
6
EXHIBIT 1
TIME TABLE OF EVENTS
Development Agreement DAC 7/7/14
What
When
1
Execute Project - Development
On or about August 1", 2014
Agreement - PDA
Review preliminary findings with City
2
of South Bend & Century Center
On or about August 15', 2014
Personnel
3
Review final project scope, costs, and
On or about September 15 ", 2014
savings with City of South Bend
Deliver Energy Services Agreement
4
(ESA) to Client
On or about September 30's, 2014
Finalize Project Buildings Options —
Final Scope & Pricing
5
Financial Funding Discussion &
On or about September 15' — 30°i
Review
Final Scope and Legal Review of
Completed on or about October 10s,
G
Contract Documents
2014
7
Signing of Energy Service Agreement
On or about November 1 ", 2014
[
8
Issuance of the "Notice to Proceed" by
On or about November r', 2014
Client to Ameresco
Ameresco issues construction contracts
9
to subcontractors and equipment
By November 30'", 2014
suppliers
10
Construction begins
On or before December, 2014
11,
Development Agreement DAC 7/7/14
PROJECT DEVELOPMENT AGREEMENT
THIS PROJECT DEVELOPMENT AGREEMENT (this "Development Agreemem") is
entered into as of the 7' day of July, 2014, by and between the City of South Bend with a principal
business address at 227 West Jefferson Blvd, Suite 1400 N, South Bend, Indiana 46601 ( "Clienf')
and Ameresco, Inc. having its principal place of business at 111 Speen Street, Suite 410,
Framingham, Massachusetts 01701 ( "Ameresco "). The Client and Ameresco may be referred to
herein individually as a "Party' and collectively as the "Parties".
WHEREAS, Ameresco desires to perform certain energy services including a detailed
energy audit for Client at the facilities identified in Exhibit A attached hereto (the "Facilities"); and
WHEREAS, Client intends to enter into an energy services agreement ("ESA") with
Ameresco for implementation of the Scope of Work (referred to below) identified by Ameresco as a
result of its work under this Development Agreement.
NOW THEREFORE, in consideration of the mutual promises and agreements contained
herein, the Parties hereto hereby agree as follows:
Ameresco shall complete the following work under this Development Agreement (the
"Development Work') in accordance with the Time Table set forth in Schedule 1 attached
hereto:
(a) conduct an energy and infrastructure audit of the Facilities;
(b) prepare and deliver to Client a proposal (the "Project Proposal'), which shall include:
(i) the proposed scope of work for installation of energy efficiency and
renewable energy improvements ( "Scope of Work') which shall take into
account improvements already planned for the Facilities, based on a
schedule of planned improvements to be provided by Client to Ameresco
within ten (10) days of execution of this Development Agreement;
(ii) the implementation price for the Scope of Work (the "Implementation
Price "); and
(iii) the estimated cost savings as a result of implementation of the Scope of
Work.
Coincident with the completion of the Development Work and Client's notification that it has
approved the Scope of Work set forth in the Project Proposal, Ameresco will prepare and submit to
Client an ESA detailing the terms and conditions related to the implementation of the Project
Proposal.
2. Client hereby agrees that if it does not enter into the ESA with Ameresco within thirty (30) days
of submission of the Project Proposal, Client shall compensate Ameresco for its Project
Development Work by paying an audit fee to Ameresco in the amount of Fifty Five Thousand
Dollars ($55,000) (the "Project Development Fee "). The Project Development Fee shall be fully -
earned, due and payable by Client to Ameresco no later than forty -five (45) days after the date that
Ameresco submits the Project Proposal to Client. If Client and Ameresco enter into an ESA which
includes the Scope of Work, Client will not be billed the Project Development Fee due under this
Project Development Agreement as the Implementation Price shall be all inclusive. In the unlikely
event that Ameresco is unable to develop a project that would result in sufficient energy savings
and /or avoided future capital or operational costs to Client so that the installation costs can be paid
from said savings over a period not to exceed 15 years, then Client is not obligated to reimburse
Ameresco the Development Fee; provided, however, that Ameresco will be deemed to have satisfied the
requirements of Section 1(b) above should Ameresco's failure to meet the requirements of such
section result from either (a) a material adverse change in Client's credit or bond rating or (b) an
increase in interest rates such that the costs associated with the Scope of Work increase due to
conditions beyond the control or fault of Ameresco.
3. Ameresco's receipt of an executed copy of this Development Agreement shall be evidence of
Client's agreement to the terms and conditions of this Development Agreement and its
authorization of and notification to Ameresco to proceed with the Project Development Work.
Ameresco will thereafter promptly initiate the Development Work.
4. This Development Agreement and exhibits hereto, if any, shall (a) constitute the entire
agreement between the Parties relating to the subject matter hereof, (b) supersede all previous
agreements, discussions, communications and correspondences with respect to the subject matter
hereof and (c) only be amended, supplemented or modified by a written instrument executed by
both Parties. If any provision of this Development Agreement is held by a court of competent
jurisdiction to be unenforceable, no other provision shall be affected thereby, and the remainder of
this Development Agreement shall be interpreted as if it did not contain such unenforceable
provision.
5. Client hereby agrees to provide timely and complete access to all necessary property and energy
consumption and cost records for the three (3) years preceding the commencement of Ameresco's
services. Client will make available the assistance of such personnel as may be necessary for
Ameresco's performance of the Development Work hereunder. If, during the performance of the
Development Work, Ameresco should conclude, as a result Ameresco may, by written notice to
Client, terminate this Agreement.
6. In no event shall Ameresco be liable for any special, consequential, incidental, punitive, exemplary
or indirect damages in tort, contract or otherwise, including, without limitation, loss of profits, loss of
use of the Facilities or other property, or business interruption, howsoever caused, in connection with
this Development Agreement.
7. Ameresco and Client represent and warrant to each other that (a) the execution, delivery and
performance of this Project Development Agreement have been duly authorized and approved by
all necessary organizational action on the part of such Party, (b) the signatories hereto have been
duly authorized by all necessary organizational action of such Party to sign and deliver this
Development Agreement and (c) upon execution this Development Agreement will constitute a
legal, valid and binding obligation of such Party.
8. In the event Customer and Ameresco fail to execute an ESA as provided in paragraph 2 above,
because Ameresco will not therefore be engaged to perform services in connection with the
Development Agreement DAC 7/7/14
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implementation of its recommendations, Ameresco will have no control over such implementation
by the Client or any third party. Accordingly, Ameresco specifically and expressly disclaims all
responsibility for the use of or reliance upon such documents or memoranda by the Client or any
third party. Client hereby agrees to indemnify and hold harmless Ameresco for any liability, loss,
cost, expense, or damage which may result from the use of the documents and /or memoranda
provided by Ameresco hereunder in the implementation of the energy savings recommendations
made by Ameresco without its continued involvement.
9. This Development Agreement shall be governed by the laws of the State in which the Facilities
are located.
IN WITNESS WHEREOF, the duly authorized officers or representatives of the Parties have
set their hand under seal on the date first written above with the intent to be legally bound.
CLIENT
AMERESCO, INC.
Authorized Signature Authorized Signature
Name
Title
Development Agreement DAC 7/7/14
Name
Title
0
EXHIBIT A
FACILITIES LIST
The Century Center
120 South Saint Joseph Street
South Bend, IN 46601
Phone: (574) 235 -9711
Fax: (574) 235 -9185
Development Agreement DAC 7/7/14
EXHIBIT 1
TIME TABLE OF EVENTS
Development Agreement DAC 7/7/14
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What
When
1
Execute Project Development
On or about August 151, 2014
Agreement - PDA
Review preliminary findings with City
2
of South Bend & Century Center
On or about August 15', 2014
Personnel
3
Review final project scope, costs, and
On or about September 15s', 2014
savings with City of South Bend
Deliver Energy Services Agreement
4
(ESA) to Client
On or about September 30`h, 2014
Finalize Project Buildings Options —
Final Scope & Pricing
5
Financial Funding Discussion &
On or about September 15' — 30'
Review
Final Scope and Legal Review of
Completed on or about October 10',
6
Contract Documents
2014
7
Signing of Energy Service Agreement
On or about November 1 ", 2014
8
Issuance of the "Notice to Proceed" by
On or about November 1 ", 2014
Client to Ameresco
Ameresco issues construction contracts
9
to subcontractors and equipment
By November 30', 2014
suppliers
10
Construction begins
On or before December, 2014
11
Development Agreement DAC 7/7/14
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