HomeMy Public PortalAboutTransfer of Funds - ESCO TOWN OF WATERTOWN
1630\ Office of the Town Manager
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Administration Building
•, �•H ':`>�,��. ]49 Main Street
%tertown, MA 02472
r'' Phone: 617.972.6465
Fax: 617.972-6404
www.watertown,rna.gov
Michael J. Driscoll towmngr((�)watertown-ma.gov
7uwn Manager
To: Honorable Town Council C --`
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From: Michael J. Driscoll,Town Manager <�"'
Date: April 27, 2010
RE: Agenda Item - Transfer of Funds Request
As a follow up to the attached agenda item cover memorandum, enclosed please find an email
and attachments from Raeleen F. Parsons, Director of Purchasing regarding the details of the
proposed transfer in order to move forward with the services of an Owner's Agent in the Energy
Services Company (ESCO) process.
I respectfully request the attached transfer of funds be considered at tonight's Town Council
Meeting.
Thank you for your consideration in this matter.
cc: Raeleen F. Parsons, Director of Purchasing
Honorable School Committee
Honorable Library Board of Trustees
Environment and Energy Efficiency Committee
Gerald S. Mee Jr., Superintendent of Public Works
Thomas J. Tracy, Town Auditor
Phyllis L. Marshall, Town Treasurer/Collector
Steven Magoon, Director of Community Development& Planning
TRANSFER AMOUNT $19,950
FROM: FY 10 TOWN COUNCIL RESERVE $ 19,950
0111152-570780
TO: FY 10 ESCO $ 19,950
0194000-530318
1 hereby certify to the availability, authority of funding source, mathematical accuracy
and appropriate fiscal year. /
DATE -' TOWN AUDITOR
Hand, JoAnna
From: Driscoll, Michael
Sent: Tuesday, April 27, 2010 2:21 PM
To: Hand, JoAnna
Cc: Tracy, Thomas
Subject: FW: Proposal and Budget
Attachments: Phase 1 proposal.doc; ATT296882.htm; Phase 1 cost matrix.xls; ATT296883.htm
Importance: High
From: Parsons, Raeleen
Sent: Monday, April 26, 2010 8:42 AM
To: Driscoll, Michael
Cc: Tracy,Thomas
Subject: FW: Proposal and Budget
Importance: High
Good Morning Mr. Driscoll:
Attached is the proposal received from David Ward for the ESCO Owners Agent work. The Cost estimate is
$19,950.00 for Phase I which will bring us through the ESCO contract negotiations.
Please do not hesitate to call me if you have any questions.
Raeleen
Raeleen Parsons, MCPPO
Director Of Purchasing
Town of Watertown
Town Hall
149 Main Street
Watertown, MA 02472
617-972-6414
617-972-6403 fax
roa rso ns(@wate rtown-ma.¢ov
From: David Ward (ma!Ito:david.ward@rcn.coml
Sent: Monday, April 26, 2010 7:21 AM
To: Parsons, Raeleen
Subject: Proposal and Budget
Raeleen;
I am very sure that I sent this to you on Friday, hot I don't see it in my "sent messages" folder. Just in case I am
sending it again.
DPW
David F. Ward, P.E., LEED AP
Energy Engineering & Design, Inc.
65 Main Street
1
No
cce Energy Engineering & Design Inc.
Energy Management and Consulting Services
April 23, 2010
Ms. Raeleen Parsons
Director of Purchasing
Town of Watertown
149 Main Street
Watertown, MA
Re: Proposal for Performance Contracting Consulting Services
Ms. Parsons;
Energy Engineering and Design, Inc. is pleased to have the opportunity to provide
The Town of Watertown with this proposal for Performance Contracting
Consulting Services relative to the anticipated town-wide Energy Saving
Performance Contract.
In general, this proposal includes consulting services as directed by the Town of
Watertown to support the Town and Schools during the ESCO selection,
Investment Grade Audit development, and contract negotiation phase of the
Performance Contract. These services include; assistance as needed in the
selection of the ESCO, review of contract documents, walk-thru of buildings
included in the IGA, review of proposed energy conservation measures, review of
energy savings calculations, and the selection of the measurement and
verification protocols.
EE&D will provide these services for the budgeted amount of Nineteen Thousand
Nine Hundred and Fifty Dollars ($ 19,950.00). 1 have attached a task breakdown
worksheet that lists the estimated hours for each task during this phase of the
project.
Our experience with similar projects has shown that frequently conditions and
priorities change during the negotiations and development of the project.
Because of this, EE&D will be happy to adjust the scope of work and allotted
hours to best fit the needs of the Town of Watertown upon request. Additionally,
will be happy to work with your staff as much as is reasonable and practical to
shift some of the research, data gathering and site work to them to more cost
effectively manage the project. The final cost of the services will be based on
work done, and is not a lump sum proposal.
EE&D proposes to invoice the Town of Watertown on a monthly basis for hours
worked during the previous month at a rate of$125.00 per hour for Professional
Engineering Hours and at a rate of$55.00 per hours for energy engineer and
auditor hours. The invoice will contain a breakdown of the hours worked and
tasks in order to facilitate tracking against the estimated task matrix provided.
Please feel free to give me a call to discuss this proposal. I look forward to
working with you and your staff on this project.
Sincerely;
David F. Ward, P.E., LEED AP
President
Energy Engineering and Design, Inc.
Attachment: Phase 1 cost matrix
Energy Engineering and Design, Inc 4/27/2010
Proposal Cost Matrix
Watertown Town and School Buildings
Phase 1: Contract and Engineering
(Summary Scope of Work:
Assist in selection of ESCO,work with Town through Investment Grade Audit(IGA)phase and to contract signing
Task Description EE Hours PE Hours Proposed
Fees
1 Review Town and School Buildings information
4.0 $ 5001
2 Proposal Review I 8.01 $ 1,000
3 Develop interview questions and attend ESCO Interviews
10.0 $ 1,250
4 ESCO Selection meetings and discussions
6.01 $ 750
5 Follow-up review of ESCO Mini audit if necessary after interviews
6.01 $ 750
5 Facility walk-thru. ESCO Audit assistance and review, I 40.01 32.01 $ 6.200
6 Contract Document review I I 12.01 $ 1.500
7 (ECM technical review I I I 24.01 $ 3.0001
6 (Savings Calculations Review I I 24.0 $ 3,0001
9 iContract Negotiations i 16.0 $ 2,000
Total Phase 1 40.01 142.01 $ 19,9501+1
Phase 1 cost matrix