Performance Contracting!

Ken  Bates  Green  Lake  Schools  

kbates@glsd.k12.wi.us  

Overview!•  Performance Contract Legislation!•  History!•  Projects!•  Suggestions!

REVENUE LIMIT EXEMPTION BACKGROUND:  2009 Wisconsin Act 28, the 2009-11 biennial budget bill, created a revenue limit exemption that allows a school district to increase its revenue limit by the amount spent by the school district in that school year on energy efficiency measures, and renewable energy products, that result in the avoidance of, or reduction in, energy costs.!2011 Wisconsin Act 32, modified this law.!Under current law, a district may adopt a resolution to increase its revenue limit by the amount spent by the school district in that school year on a project to implement energy efficiency measures or to purchase energy efficiency projects, including the payment of debt service on bonds or notes issued to finance the project if:!1. The project results in the avoidance of, or reduction in, energy costs or operational costs;!2. The project is governed by a performance contract entered into under s. 66.0133; and!3. The bonds or notes issued to finance the project, if any are issued for periods not exceeding 20 years.        

66.0133  Energy savings performance contracting.!(1)  Definitions. In this section:!(a)  "Energy conservation measure" means a facility alteration or training, service

or operations program designed to reduce energy consumption or operating costs or ensure state or local building code compliance.!

(b)  66.0133(2) (2) Authorization; report.!(a) Any local governmental unit may, in accordance with this section, enter into a performance contract with a qualified provider to reduce energy or operating costs, ensure state or local building code compliance or enhance the protection of property of the local governmental unit.!(b) Prior to entering into a performance contract for the implementation of any energy conservation or facility improvement measure, a local governmental unit shall obtain a report from a qualified provider containing recommendations concerning the amount the local governmental unit should spend on energy conservation and facility improvement measures. The report shall contain estimates of all costs of installation, modifications, or remodeling, including costs of design, engineering, maintenance, repairs and financing. In addition, the report shall contain a guarantee specifying a minimum amount by which energy or operating costs of the local governmental unit will be reduced, if the installation, modification or remodeling is performed by that qualified provider.!

2010-2011 Projects!•  NEW HVAC SYSTEM INCLUDING CHILLER-REPLACING AC IN LIBRARY,

ALLOWING FOR AC IN HIGH SCHOOL, TEACHERʼS LOUNGE, DISTRICT OFFICE AND CLASSROOM IN THE FIRST PORTION OF THE ELEMENTARY SECTION!

•  Annual Energy Savings: $2800 combined electricity and gas use. System operational in April, 2011!

•  DIGITAL CONTROLS FOR HVAC SYSTEM IN NUMBER 1!•  Annual Energy Savings: Estimated $1300 combined electricity and gas use.

Controls operational April, 2011 !•  NEW HOT WATER HEATER, REPLACEMENT OF 1952 HOLDING TANK, INSTALL

TIMER ON CIRCULATION PUMP!•  Annual Energy Savings: Estimated $920 for electricity and gas; tank installed June,

2011 !•  REPLACE TELEVISION MONITORS IN DISTANCE LEARNING LAB!•  Annual Energy Savings: 3% of electrical use of current CRT monitors !•  ENGINEERING PLAN FOR ENTIRE BUILDING RETROFIT!•  Annual Energy Savings Estimate when complete: $14, 221 !•  ENGINEERING PLAN FOR ROOF REPLACEMENT FOR FAILED ROOFS!•  Annual Energy Savings Estimate: Increase in R- on average 20%. !•  REPLACE 1O CRT COMPUTER MONITORS!•  Annual Energy Savings Estimate: $300 per year  !•  *All estimates based on current cost of $.64/therm for natural gas, and $.095/kwh for

electricity.!

2011-2012 ENERGY EFFICIENCY REVENUE LIMIT EXEMPTION PROJECTS! 1. Replace leaking roofs, replace insulation, increase R-values! 2. Complete entire building HVAC replacement ! 3. Complete entire building digital controls for HVAC ! 4. Replace old computers with more energy efficient models in high school lab! 5. Complete lighting retrofit! 6. Replace dishwasher and pre-heater! 7. Replace old computer CRT monitors! 8. Replace televisions in distance learning room!

CERTIFIED VENDORS

Vendor Name Primary Contact Phone # e-mail !"#$#%&'( )'*+(,#-.//#( 012304536546( 7+#-.//#89"#$#%&':&'"(

;*#-$'+(<+#$=>(?'/@A.'+%( B."'A*>():(?C.%9D( E46315F3E6FG( B?C.%9D8&*#-$'+:&'"( <+#$=>(H#$I'$"9+&#(J.=*A.+=(3(K'+/>(I'$(/.=*A.+=L( M'N+#>(O#//#$( E6P3EEF31111( $*#//#$8#+#$=>C#$I'$"9+&#:+#A(

<+#$=>(?>%A#"%(Q$'@C(K<?QL( R$9+D(;'/9&.&&'( E463554352643S(2F6P( I&'/9&.&&'8#+#$=>%>%A#"%=$'@C:&'"(OTO(<+#$=>(U9+9=#"#+AV(W+&::( )'%*(X9@$.&*( E6P32EP3G4F1( 7D9@$.&*8**#+#$=>"9+9=#"#+A:&'"(

O'+#>Y#//(W+A#$+9A.'+9/(W+&:( M'Z([$'Y+( 01230F430655( M'Z:Z$'Y+8*'+#>Y#//:&'"( )'*+%'+(;'+A$'/%( ?A#C*#+():(!+N#$%'+( E6P322E31FFE( %A#C*#+:7:9+N#$%'+87&.:&'"( U&X.+%A$>(;':( \9+(;*'.( E6P32G230F0G( N9+&*8"&D.+%A$>:&'"( ?.#"#+%(B#&*+'/'=.#%( )'*+(!/Z9+#%#( GFG31463E50F( 7'*+:9/Z9+#%#8%.#"#+%:&'"( ?&*+#.N#$(</#&A$.&(

B>(U.//#$( 4F2315130E62(#SA(22(A>:".//#$8Z@./N.+=%:%&*+#.N#$3#/#&A$.&:&'"(

B*#([#+*9"(;'"C9+.#%(JJ;( B'NN([:(].//.9"%( 2GP302E34166( A'NN:Y.//.9"%8Z#+*9":&'"( Trane Company Jim Krol 414-266-5223 7.":D$'/8A$9+#:&'"( Noresco, LLC Kevin Korn 847-391-9671 ex 3210 kkorn@noresco.com

Uihlein Electric Company, Inc. 262-781-1260 energyinfo@uihleinelectric.com

Agreed to participate in Cooperative Purchasing

2012-2013 ENERGY EFFICIENCY REVENUE LIMIT EXEMPTION PROJECTS!$3,400,000!!•  Replace leaking roofs, replace insulation,

increase R-values!•  Replace kitchen equipment!•  Replace windows on west end of building in

District Office!•  Renewables! Install solar cells, solar hot water unit! Wind turbine! Prepare buses for biodiesel!