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1 Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal Investment Grade Audit Summary June 7, 2011 Keven Ward, Public Sector.

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Presentation on theme: "1 Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal Investment Grade Audit Summary June 7, 2011 Keven Ward, Public Sector."— Presentation transcript:

1 1 Energy Efficient, Operationally Effective, Healthy, High Performance Schools = Goal Investment Grade Audit Summary June 7, 2011 Keven Ward, Public Sector Consultant, Ingersoll Rand/Trane Adam Johnson, P.E., Project Developer, Ingersoll Rand/Trane Nathan Whitney, Project / Construction Manager, Ingersoll Rand/Trane Sara Holmes, LEED AP, Education Facilities Consultant, Ingersoll Rand/Trane

2 Agenda Kansas Master Contract Process Review with Key Milestones Alignment with District’s Educational Programming and Strategic Master Planning High Performance Program Improvements for District Schools Program Savings Fiscal Planning Next Steps / Board Actions 2

3 Utilizing a Kansas Statutory Fiscal Tool - Authorized by Kansas Statute 75-37,125 - Advocated by Legislature, Governor, KSDE, KASB, et al Creating High Performance Learning Environments Recent Education Sector Projects YearProject AmtFinancingMaster Plan Recognition Tonganoxie USD 4642009$2.1 millionTax-Exempt LPAYes2009 Gov. Award SE of Saline USD 3062009$1.4 millionTax-Exempt LPAYes2010 Gov. Award Plainville USD 2702009$2.5 millionQZAB & Capital OutlayYesKASB Convention Nemaha Valley USD 4422010$.350 millionCapital OutlayYesKASB Convention Oxford USD 3582010$1.9 millionTax-Exempt LPAYesKASB Convention Rock Creek USD 3232010$2.1 millionTax-Exempt LPAYes2011 Project Valley Heights USD 4982010$1.3 millionQZABYes2011 Project Marysville USD 3642010$1.9 millionQZABYes2011 Project Lee’s Summit R-72010$6.0 MillionTax-Exempt LPAYes6 th Project University of Central MO2009$36.1 MillionTax-Exempt LPAYesNationally

4 Statutory Fiscal Tool Milestones Negotiate Scope & Contract Authorize Investment Grade Audit 3/1/11 Installation Commences Summer ‘11 Commissioning Acceptance Spring 2012 Warranty, M&V - Performance Guarantees Initial Conceptual Discussion Winter ’10/’11 ESCO Team & the Facility Team Identify Facility Opportunities Preliminary Technical and Financial Analysis Preliminary Technical and Financial Summary 3/1/11 Detailed Technical & Financial Investment Grade Audit Project Approval & Contract Execution 6/7/11 No Fee to Turner USD 202 Cost Financed in Project Statutory Fiscal Tool Milestones

5 Data Mining & Analysis: Align with District Vision and Master Plan Capital Project Plan Review Utility bills – 36 months Operational, maintenance, & repair expenditures Parts / contractor invoices (2 fiscal years) Review of existing programs & future plans Facility surveys by Trane engineers Budgets & Financial Considerations Identify student initiatives to reinforce Energy Conservation Measures Matrix Developed Budgetary Estimating O&M Expenditure Analysis Workshops & Interviews: Superintendent, Administration, Board of Education Building Principals, Facility Manager, & Key Personnel Strategy & Alignment Mtg. Preliminary Analysis Summary Pro forma Summary Fiscal and political considerations BoE action to authorize Investment Grade Audit Investment Grade Audit Review IGA Analysis Summary Pro forma Summary BoE action to authorize Energy Performance Contract

6 Investment Grade Audit Process 6

7 High Performance Lighting Upgrade HVAC Systems Enhance Energy Mgmt. System Optimize Bldg Envelopes Training Program Engineered Savings Fund Integrated, Comprehensive Project p Educational Programming Master Plan

8 Reinforcing & Accelerating Strategic Master Plan Goals

9 9

10 Early Learning Center

11 Turner Elementary School

12 Facility Description Oak Grove Elementary School Oak Grove Elementary School

13 Midland Trail Elementary School

14 Junction Elementary School

15 Turner Middle School

16 Turner High School

17 Endeavor / Focus

18 Investment Grade Audit Energy Analysis $95,044 1 st Yr. Savings

19 Operations, Maintenance, & Repair Expenditure Analysis  Derived from Turner USD 202’s Expense Budget Reports  Average of FY2009 and FY2010  Doesn’t include District’s staff time

20 Investment Grade Audit Fiscal Planning

21 Favorable Funding Source Advantages

22 22 Prudence of Pro-Activity Rewarded

23 Trey Fruge District General Mgr Turner USD 202 Project Team Organizational Chart Project Admin. Mike Mahoney, P.E. Engineering Team Leader Gary Downes P.E. Mechanical Electrical Plumbing Specialist Randy Jameson, P.E., CEM, Lighting Specialist Neil Maldeis, CEM, AEE Measurement & Verification Specialist Larry Cook Service Planner Brad VanArnsdale Energy Engineer David Hansen, P.E. LEED AP, Equipment Specialist On-Site Presence Lighting Contractor Robert Kairigan Safety Coordinator Mechanical & Electrical Contractors Jenny Osipik Quality Assurance Coordinator Chris Begemann, Job Superintendent Adam Johnson, P.E. Project Developer Rick Krause District Construction Fulfillment Leader Keven Ward Public Sector Consultant Sara Holmes Education Facilities Consultant Nathan Whitney On-Site Project Manager Al Jones, LEED AP, Bldg. Controls Specialist Trane Technicians Angie Gensler Marketing Coordinator Craig Grosser, Architect Chad Althouse, Project Developer Gina Rudy Equipment Fulfillment David Holtgrefe Building Controls Project Manager Joshua White Equipment Project Manager Turner USD 202

24 Turner USD 202 Project Management Team Organizational Chart Nathan Whitney On-Site Project Manager Project Admin. On-Site Presence Turner USD 202 Robert Kairigan Safety Coordinator Local construction management Weekly construction meetings Daily e-mail updates BoE packet updates Monthly staff meetings Website communication Safety meetings Security compliance Occupied space management Local Project Management Trey Fruge Kansas General Mgr Rick Krause District Construction Fulfillment Leader Adam Johnson, P.E. Project Developer Gina Rudy Equipment Fulfillment Chris Begemann, Job Superintendent Brad VanArnsdale Energy Engineer Lighting Contractor Mechanical & Electrical Contractors Jenny Osipik Quality Assurance Coordinator David Holtgrefe Building Controls Project Manager Trane Technicians Joshua White Equipment Project Manager Trane Technicians

25 25

26 Implementation Process and Timeline Preliminary Analysis Investment Grade Audit Construction Commissioning Verification Measurement And Verification 45 Days80 Days150 Days30-90 Days 10 to 15 Yrs Project Development Phase Project Sustainment Phase Project Installation Phase  Preliminary ECM’s Identified  Financial Scoping Tool Created  Budget Estimate Prepared  Detailed Survey  Design Development  Construction Budget Established  Construction Drawings & Specs  Detailed Trace 700 Model  Financing secured  Project Management  Planning & Scheduling  Coordination  Detailed Design  CM/GC Initiated  Installation  Verify ECM Performance  Complete Punch Lists  Training  As-built Drawings  Energy Policy  M&V Process  Fine Tuning of DDC System  Preventive Maintenance  Initiate / Recommend More ECM’s Project & Energy Manager Project Implementation Overview Prepare BTU Energy Curriculum Program Publicity Campaign – Community Events, Press Releases, Awards, Legislator visits, etc.

27 27 Next Steps  Board considers action June 7 th to authorize Energy Performance Contract –Pending legal review and financing closing –Statutory compliance –Streamlined Kansas Master Contract – Enables summer break work schedule commencement Speed to savings advantages Favorable buyer’s market with historically low financing rates  Board considers action June 21 st to select financing proposals (Tax-exempt lease purchase agreement and QZABs) Pending legal review  June 21 st – Board receives contract legal reviews and considers action to authorize finance closing Questions / Comments


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