THIRD PARTY REVIEWS REQUIRED FOR PERFORMANCE CONTRACTS by vow15418

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									      THIRD PARTY REVIEWS REQUIRED
       FOR PERFORMANCE CONTRACTS

Purpose

• To provide an independent review of a pending performance
  contract with its related documents in order to protect the
  Agency in the technical aspects of the procurement.

• Review must be provided by a Professional Engineer,
  licensed in the state of Texas, who is qualified by meeting all
  requirements as specified by the State Energy Conservation
  Office for this activity.
Responsibilities

The third party reviewer must make an assessment of the overall
program scope of work and conduct a technical review of the
consumption savings methodology, program investment, and
economic justification. This review must include the following
documents:

        •   The Contract
        •   The UAR
        •   The M&V Plan
        •   A Sample Periodic Utility Savings Report

To accomplish this the third party reviewer must perform an on-site
investigation of the facilities involved. The reviewer also must
determine that the savings calculations and cost reduction estimates
presented are factual, accurate, reasonable and in accordance with
generally accepted engineering practices to the best of the reviewer’s
knowledge.
Qualifications

• The third party reviewer must have extensive knowledge of
  energy and water-using systems found in institutional and
  commercial buildings, a working knowledge of energy
  efficiency retrofits utilizing state-of-the-art technologies, and
  a specific understanding of building operation and
  maintenance procedures.

• The third party reviewer must be experienced in conducting
  energy and water analyses that identify energy and water
  efficiency retrofit projects in institutional or commercial
  buildings.

• The third party reviewer must be knowledgeable in
  Measurement and Verification (M&V) techniques and
  protocols.
Documentation

Two documents must be prepared and delivered by third party
reviewer:

• A Summary of Findings Report delivered to the Agency

• A Third Party Reviewer Certification delivered to SECO
Directions to the third party reviewer for preparation of the Summary
Findings Report are as follows:

 1.   Project descriptions are complete, accurate, and represent on-site conditions
      observed by the reviewer.

 2.   Projects are appropriate solution to existing conditions.

 3.   The methods of calculating savings are reasonable and accurate according to
      generally accepted engineering standards.

 4.   Project M&V Plans are appropriate for each UCRM and meet IPMVP Protocol
      requirements.

 5.   Budget estimates are reasonable.

 6.   The technical interest of the Owner is protected in the Contract. (A technical, not
      legal review, considering construction and environmental codes and regulations,
      energy efficiency standards, equipment quality, equipment pricing, projects
      savings calculations, proposed M&V Plan, etc.).

 7.   Cost/benefits are in balance.
                      Third Party Reviewer Certification
The undersigned certifies that this these contract documents (Contract, Utility
Assessment Report, Measurement and Verification Plan, and the Sample Periodic
Utility Savings Report) meet all minimum requirements of the Texas Performance
Contracting Requirements as administered by the State Energy Conservation Office.
The undersigned also certifies that the savings calculations and the cost reduction
estimates presented are factual, accurate, reasonable, and in accordance with generally
accepted engineering practices to the best of the reviewer's knowledge. The reviewer
further certifies and that he/she has performed an on-site investigation of the facilities
involved, has reviewed all documentation presented by the energy service company,
and has submitted a Summary of Findings Report to the Agency.

This review has verified that (check off items below):

      The guaranteed annual savings will be equal to or greater than the total annual
      cost of the project, for each year during the life of the Contract.
      To the best of my knowledge, all contract documents comply with all applicable
      federal, state, and local construction and environmental codes and regulations.
      The contract contains a Utility Assessment Report, an M&V Plan, and a Sample
      Periodic Savings Report that document current energy consumption and will
      document further energy and water savings that occur as a direct result of this
      project.
      Payment and performance bonds are required by contract.
      All costs for verification of savings, provision of bonds, financing, administration,
      guarantees, etc. are included in the overall project cost.

								
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