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Table Of Contents

ABBREVIATIONS
EXECUTIVE SUMMARY
About this guide
Who should use this guide?
What is Energy Performance Contracting?
General explanation
CHAPTER 1: INTRODUCTION
Advantages of Energy Performance Contracting
Technical risk
Project financing
Expertise
Environment
Experience to date
International
Australia
Australian efforts for market development
Stage 1—establish the foundations of national industry representation
Stage 2—build industry capability and the necessary Customer resources
Stage 3—build Customer confidence
Should you use external assistance and where can you get help?
Who makes the decisions?
The Customer
Funding options
Customer financing
Third party financing
ESCO financing
Four steps to a decision to implement an EPC
1.Deciding whether to use an EPC
2.Selecting your ESCO
4.Negotiating and implementing an EPC
Modifying the standard EPC
Reaching award of contract stage—the AEPCA recommended procurement process
CHAPTER 2:THE EPC PROCESS
Task 1: issue public call for EOI
Task 2: prepare EOI documentation
Task 3: issue EOI documentation to all qualifying respondents
Task 4: prepare EOI responses/prepare RFP documentation
Task 5: complete EOI evaluation and select short list
Task 6: issue RFP documentation to selected proponents
Task 8: complete RFP evaluation and select Preferred Proponent
Task 9: issue DFS documentation to the Preferred Proponent
Task 10: prepare DFS proposal
Task 11: contract negotiation
Task 12: award contract
Implementing and managing the contract
Step 1: the ESCO finalising its designs
Step 3: managing the savings period
Measurement,verification and reporting of the savings
Maintenance of the equipment
Continuous improvement
Timing
DFS financial conditions
Item 3—maximum project costs for implementation
Item 4—minimum identified energy savings
Clause 3.1: ESCO to provide services
DFS technical criteria
Clause 3: ESCO’s obligations
Clause 4: Customer’s obligations
Clause 4.4: errors and misleading descriptions
Clause 6: variations
Clause 7: entitlement to use data contained in the DFS
Clause 8: confidentiality
Clause 9: indemnity
Clause 10: insurance
Clause 12: termination
Clause 1: definitions and interpretation
CHAPTER 4:COMMENTARY ON STANDARD CONTRACT
Works specification meetings
Increased scope/increased cost?
Clause 2.1: submission of works specification
Clause 2.2(c): changes required to works specification
Clause 2.5: installation of ECMs
Clause 2.5(c): safety procedures and identification of contractors on-site
Clause 2.5(d): warranty and material changes to premises
Clause 2.6: latent conditions
Clause 2.8: sub-contracting
Clause 2.9: approvals and consent
Clause 3: additional ECMs
Clause 4: commissioning procedure
Clause 4.4: transfer of risk and insurance
Clause 5: equipment maintenance
Maintenance specification
Maintenance versus warranty
Maintenance compliance
Clause 5.4: the Customer must notify the ESCO
Clause 5.6: equipment maintenance by ESCO
Clause 5.9: training and clause 5.10: retraining/ongoing training
Clause 7: performance guarantee
Clause 7.2: monitoring and verification
Clause 7.2(d): the Customer must assist
Clause 7.3: savings guarantee
Clause 7.4: calculation of guaranteed energy savings
Clause 7.5: savings shortfalls
Clause 7.6: excess savings
Clause 8: baseline adjustments
Measurement and verification
Clause 8.1: customer to provide monthly report on changes affecting baseline
Clause 11: intellectual property
Clause 12: insurance
Clause 17: dispute resolution
APPENDIX 1:TYPICAL RISK ASSESSMENT TABLE
APPENDIX 4:TYPICAL EOI DOCUMENT
APPENDIX 5:EVALUATION SHEET
APPENDIX 6:TYPICAL EOI EVALUATION TABLE
APPENDIX 7:CHECK LIST OF DFS REPORT DELIVERABLES
APPENDIX 10:METHODOLOGY FOR ENERGY DATA VERIFICATION
APPENDIX 11:ENERGY EFFICIENCY BEST PRACTICE PROGRAM
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Best Practice Guide to EPC

Best Practice Guide to EPC

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Published by Heine Ntulini

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Published by: Heine Ntulini on May 16, 2011
Copyright:Attribution Non-commercial

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02/21/2013

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