Loading...
HomeMy WebLinkAboutAlliance Building Solutions, LLC - 2024-11-19 (2) „6t GrQ 2000 Main Street, Huntington Beach,CA • ��' 92648 City of Huntington Beach APPROVED 7-0 File #: 24-823 MEETING DATE: 11/19/2024 REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Travis Hopkins, Acting City Manager VIA: Chau Vu, Director of Public Works PREPARED BY: Patrick Bannon, Capital Projects Administrator Subject: Approve and authorize execution of Professional Service Agreements with PacificWest Energy Solutions, Inc. and Alliance Building Solutions, LLC to conduct Investment Grade Audits (IGAs) of City Facilities Statement of Issue: The purpose of the Investment Grade Audits (IGAs) is to identify energy conservation measures (ECMs) with the highest potential for cost savings and operational improvements within City Facilities. Financial Impact: The financial structure for the proposed IGAs is based on a per-square-foot rate, contingent upon the City's decision to implement recommended ECMs: • PacificWest Energy Solutions, Inc.: $0 per square foot if recommendations are enacted; up to $0.05 per square foot if recommendations are not enacted. • Alliance Building Solutions, LLC: $0 per square foot for the initial audit. • Funding Cap: The maximum financial commitment for this phase is capped at $75,000, which will be funded through the City's existing budget for facility improvements. Recommended Action: A) Approve and authorize the Mayor and City Clerk to execute the "Professional Services Contract between the City of Huntington Beach and PacificWest Energy Solutions, Inc. for a Comprehensive Investment Grade Audit (IGA) of City Facilities;” and, B) Approve and authorize the Mayor and City Clerk to execute the "Professional Services Contract between the City of Huntington Beach and Alliance Building Solutions, LLC for a Comprehensive Investment Grade Audit (IGA) of City Facilities." Alternative Action(s): Do not approve the recommended action, and direct staff accordingly. City of Huntington Beach Page 1 of 3 Printed on 11/13/2024 n powered by Legistarr" �� ` v 7 f�J 667 File#: 24-823 MEETING DATE: 11/19/2024 Analysis: On July 15, 2024 staff released a Request for Proposal for qualified energy services companies (ESCOs) to undertake comprehensive planning and consulting services. This includes conducting technical and economic analyses, also known as investment grade audits, on specified facilities and systems to implement one or more energy performance projects. ESCOs are expected to offer full turn-key services ranging from energy audits and savings analysis to the design and construction of capital improvements. Staff received 3 proposals from Pacific West Energy Solutions, Alliance Building Solutions, and Ameresco, Inc. Based on their proposals, the interviews, and zero-cost options, staff has selected two firms to conduct Investment Grade Audits (IGAs) from PacificWest Energy Solutions, Inc. and Alliance Building Solutions, LLC. These firms will identify energy conservation measures (ECMs) that will improve efficiency and reduce costs across 1.5 million square feet of city facilities. IGAs provide a detailed analysis of the City's facilities, pinpointing where energy efficiency upgrades can be made to generate long-term savings and operational benefits. Key benefits include: •Cost Savings: ECMs can reduce energy costs, freeing up funds for other City needs. •Operational Efficiency: Facility upgrades identified through IGAs can reduce maintenance and improve system performance. - •Environmental Impact: The City can reduce its carbon footprint, aligning with state and federal sustainability goals. • Data-Driven Decisions: The IGAs establish an energy baseline, supporting strategic, data- based facility planning. Engaging Energy Service Companies (ESCOs) like PacificWest and Alliance provides access to specialized expertise and financing options that reduce the City's risk and financial burden: •Turnkey Solutions: ESCOs manage all project phases, from audit to implementation, reducing City administrative overhead. • Performance-Based Financing: ESCOs offer performance-based contracts, where payment is tied to achieved savings, ensuring accountability. •Technology and Expertise: ESCOs bring the latest technology and efficiency insights, helping the City optimize ECM choices. By conducting these audits and partnering with ESCOs, the City can pursue significant operational and financial improvements across City facilities, ensuring lasting energy efficiency gain. Environmental Status: This action is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. Strategic Plan Goal: Goal 6 - Infrastructure Investment, Strategy C - Conduct an assessment of all City facilities to City of Huntington Beach Page 2 of 3 Printed on 11/13/2024 powered by Legistarn" 668 File #: 24-823 MEETING DATE: 11/19/2024 determine priorities for upgrades and repairs, implementation and financial priority. For details, visit www.huntingtonbeachca.gov/strategicplan. Attachment(s): 1. PacificWest Energy Solutions, Inc. Contract 2. Alliance Building Solutions, LLC Contract 3. PowerPoint Presentation City of Huntington Beach Page 3 of 3 Printed on 11/13/2024 powered by LegistarTM 669 PROFESSIONAL SERVICES CONTRACT RETNYEEN THE CITY OF HUNTINGTON BEACH AND ALLIANCE BUILDING'SOLUTIONS. FOR A COMPREHENSIVE INVESTMENT GRADE: AUDIT(MA).OF CITY FACILITIES THIS AGREEMENT ("Agreement") is made,and entered into by and between the City of liuntingtomi3each, a.municipal corporation of the State of California, hereinafter referred to as'CITY," and, ALLIANCE BUILDING SOLUTIONS, a hereinafter leferfP.d. to as "CONSULTANT,"' WHEREAS?. CITY desires to .engage the services.of a, cOnsultant to perform a comprehensive Investment Grade Audit(IGA)of City facilities; and Pursuant tO documentation on file in the office of the City Clerk, the.provisions of the Huntington Beach Municipal Code, 'Chapter 3.03, .relating to procurement of professional service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW,THEREFORE, it is agreed:by CITY and CONSULTANT as follows.: I. SCOPE OF SERVICES'. CONSULTANT shall provide all .services as described in Exhibit "A," which is:attached her to and incorporated into this:Agreement. by-this' reference, These: services.shall sometimes hereinafter he referred to:as the 'PROJECT." CONSULTANT hereby designates' Brad Chapman who shall' represent it and be its sole contact and agentin all.consultations with CITY ditringthe perforrnance of this AgreeMent. 4-1544058104 1 Of IZ 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. 3. TERM., TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence on November 19, 2024 (the "Commencement Date"). This Agreement shall automatically terminate three (3) years from the Commencement Date, unless extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than two (2) years from the Commencement Date. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by CITY and CONSULTANT. In the event the Commencement Date precedes the Effective Date, CONSULTANT shall be bound by all terms and conditions as provided herein. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, - a fee, including all costs and expenses, not to exceed One Million Dollars ($1,000,000.00). 5. EXTRA WORK In the event CITY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from CITY. Additional 24-1 544 1/3 5 8 1 04 2 of 12 compensation for such.Octra work shall be allowed only if prior written approval of CITY"is:'obtained.. •METHOD:.OF PAYMENT CONSULTANT:shall be paid putsuant to the terms'of Exhibit HB," 7: DISPOSITION OF.PLANS, ESTIMATES AND OTHER DOCUMENTS QONSULTANT agrees, that title to. all materials prepared heretinder,, including, without limitation, all original drawings, designs, reports, both field and office notices; ealeulations eemputer: code, language„ data or programs maps, memoranda, lOtte# dl 0410.t 4004r.000.t , shall IwiOgg:tO;CITY, and CQNSULTANT:Shall turn theSe materials 'over to CITY upon expiration, or termination of this Agreement or upon PROJECT-completion,WhiChever:Shall occur first. These materiA s.may be:used by CITY. :as it.sees fit, g, ,f1OLD HARMLESS.. A.- CONSULTANT hereby agrees to protect, defend, iñdemnify.. 440. hold harmless CITY, its.officers, elected or appointed officials, employees, agents' and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands. and:defense costs (including, :without limitation, ,costs and fees of litigation.:of every nattirc or liability of any kind o nature) arising out Of Or in.:connection With •CONSULTANTS (Or CONSULTANT!s: subcontractors, if any): negligent (or alleged negligent) performance of this Agreement or its :failure. to comply with any of its :obligations :contained in this Agreement by CONSULTANT, its officers, agents. or' employees::except such loss or.damage Which was.caused by the:::sOle.negligence or willful misconduct of:CIT.Y. :CONSULTANT wiliconduCtalldefense.:atits sole cost and empens .: and -CITY shall approve selection of CW$IXTANT's cOttnSei: This indemnity shall 14-15441858to4 .3 of 1.; apply to all claims and liability regardless of whether anyinsurance-policies are applicable. The policy limits :do not act as limitation; upon the amount of indemnification,to be provided by CONSULTANT. B. To the 'extent that CONSULTANT performs: "Design Professional Services" Within the meaning of Civil Code Section 2.782.8., then the following Hold Hamiless provision applies in place of subsection A.above: "CONSULTANT hereby agrees.-to. protect, defend, indemnify and hold harmless CITY. and its officers, elected or appointed officials, employees, agents and volunteers, fron and.against any and all elaiins, damages, losses, expertes,,demands and defense costs (including, without limitation, costs and fees of litigation of every nature ot liability of any kind Or nature),to the extent that the claim.s against CONSULTANT arise out of, pertain toi or relate to the negligence, recklessness, or willful Misconduct of CONSULTANT.. In no event shall the cost to:defend charged'to CONSULTANT exceed CONSULTANT'S, proportionate percentage of fault I-rotvevo, notwithstanding the previous sentence;,in the.event or more other defendant to'the claims and/or litigation is unable to payits,share of defense costsduo to bankruptcy or disSalittion of the business, CONSULTANT Shall Meet and Confer with.CITY and other'defendants regarding unpaid defense costs. The duty to indemnify, including the duty.and the cost to defend; is limited. as,provided in.California Civil CodeSeetion.278.2.8. C. Regardless of whether subparagraph,A or B applies,.CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees incurred by CITY in, enforcing this.Obligation. This indemnity shall apply to all claims and liability regardless Of whether any inStrance policies are, applicable. The policy limits do not act as as limitation upon,the amount of indemnification.to be provided by CONSULTANT. 24-15441/358104 4 of1:2: 9. PAOPESSIONAL LIABILITY NSUizANCE CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy eoyoink the work performed by it hereunder, This policy shall provide coverage for i"..:ONSULTANT's professional liability in. an amount not: less than One Million :Dollars: ($.1,.000.„00.0.00) per occurrence and in the aggregate. The above- mentioned'insurance shalI not contain.a;self=insured retention without the express written consent of CITY., however an insurance policy lidedlictible of Ten- Thousand Dollars ($10,000.00)'or',less is'permitted. A claiimimade policy shall be acceptable if the policy further provides that A. The policy retroactive date coincides with,or precedes the initiation of the scope of work, including subsequent policies purchased' .as renewals or replaceMents)‘: B. CONSULTANT Shall notify CITY of circuthstances. or incidents that might give rise to fOturothims. CONSULTANT will make every effort to'maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated. for any. reason, CONSULTANT agrees to purchase an extended reporting: provision: of at least two (2) years to report claims arising from work performed in connection withthis,Agreement If CQNSULTANT fails Qt refuses to produce or maintain the,insurance required by this:section or fails or refuses to furnish the CITY with required proof that insurance,has*been procured and is in force-and paid for, the'CITY shall have:the right,at the CITY's election,to,forthwith, terminate this Agreement Such termination shall not 540/35*()4, 5-of 1.2 effect COnsnItata's right to be paid ferits.time and materials expended priorto,notification of termination: 'CONSULTANT waives the right to compensation and agrees indemnify•theiCITY for any workperformedprior to approval.of insurance by the:CITY: CERTIFICATE.OF INSURANCE,' Prior to commencing performance of the work hereunder,.CONSULTANT shall fUrniSh:to:CITra certificate:of insurance subject to approval of the City Attorney: eVidenCirigtheforegOing insurance coverage As.;:y.ppg00.by this Agreement; the ceTtiAcate Shalk A, -prPvide the name and policynumber of each:canier and policy; B. state that the policy is currently in-force;arid shall promise:that such policy Shall not be suspended, voided or. canceled;by either party,„reduced in coverage or in limits ,•except after thirty (3.0) days' prior: .W0400 notice, hoWevet, ten (10) days' pot `written notice the event of cancellation for nonpayment of premium.. CONSULTANT shall maintain'the: foigoitit insuiance Coverage in„force until the work underthis Agreement isliiily'completed arid accepted,by.CITY: The :requirement .for carrying,the foregoing Insurance coverage., shall not. derogate from CONSULTANTS defense,hold harmless and indemnification.,obligations as, :set forth in this Agteemerit CITY drit§:teptoetitativo $1.1,411,:atiAit times hot the right demand the original or a:copyofthe poli.cy,of insurance, CONSULTANT shall pay„ PktPaPt 404 li#01Y.:MOO*,-410:PitOtii:i0§-00.1.)04.$4r4060 boto1.4hoyoottoita. 11.: INDEPENDENT CONTRACTOR CONSULTANT is, and shall be.; acting at:all times in the performance"of this Agreement as an independent:contractor herein, and not:as an..employee of CITY. 6 of 12: CONSULTANT shall secure atits.own cost..and expense, .and he:responsible forany and all payment of all taxes, social spenrity, state disability insurance compensation, unemployment compensation and other payroll deductions :for. .CONSULTANT and its of..: cers„ agents and employees and all business ifoOmes„ connection with the PROJECT Atidiot theFkiVied ,to be performed hereunder: 12 TERMINATION OF AGREEMENT All.work required hereunder,shallibe‘performed in a good and workmanlike Manner: CITY may terminate:COOSIXTANT's services hereunder'at any time with or without cause,and whether or notthe:PROXECT istally complete. Any termination of This Agreement by CITY shall be. Made. in writing,, notice of which shall be delivered to CONSULTANT as, provided herein. In t.h.-e event of terrnination all finished and unfinished documents, exhibitS,leport,andevidence Shall, at the option Of CITY„become its property and shall be promptly delivered to it by CONSULTANT. ASSIGNIVIENTANDDELEOATION This.Agreenient is a personal service contrad and the work hereunder.sh41,1.: not be assigned, dokgated. or subcontracted by CONSULTANT to any. other person or entity without the prior express written consent of CITY. If an assignment, delegation or subcontract is:approved,,all approved assignees:, delegates andsubconsaltants must satisfy :the in§surance reqUirements as set forth in Settions 9 and 10. hereinabOve. 14. COPYTIUGHTS/PATWIS CITY shall.own all rights to:any patent or.copyright on any work, itPrn Or material produced a81,:fegtiltbf this Agreement. 24700 00194 7 of 12 15,. ..CITY:EMPLOYEES AND OFFICIALS CCNgULTANT shall employ tici. CITY. offiCiat nor any regular CITY employee in the work:performed pursuant to thisf Agreement. No.officer or employee of CITY shall:.have any: financial:interest in this Agreement in violation of the applicable :provisions ofthetalifa.rnia Goverturient:Codo 16. NOTICES Any notices, 0OrtificattS,;or other toMmuniCatiousIereutider'shall be given tither.. by personal delivery to CONSULTANT'S ,agetit (as .designated in. Section.. Ilereinabove) or to CITY as the situation shall Warrant,-Orhy enclosing the same in a sealed envelope, postage prepaid.„and:depositinglhe sainein the United States Postal Service, to the aildresses, specified below, CITY and. CONSULTANT may. :designate .different addresses,.to Mich;subsequent notiees certificates or other.commpapatiowWilt be sent by :notifying the Other.„party. via personal.:delivery, a repUtable,Overnight=carrier or certitt&mail-rettititteceiptrequesteCt TO-CITY: TQc-QISTSVIJANT: City of fitiptingtoti=13.each Alliance AuadingS-Ointiom ATTN: Dit of Public Works :Arad,Chapman 2000 Main Street 1252611W14.1uff Drive,SUitt,3-45 Huntington:Beach, CA 92648 San.'DiegOXA 92130 17, CONSENT When. :CITY!S; consent/approval is. required under. this Agreement; its consent/approval for one transaction or event,shall not be deemed to be,,koolistottapptovat to any• lizNe4000.,*coft0-00 Of:the:$-40 or any other transaction or event 24:1544.054:04 of IZ 18. MODIFICATION No waiver or iriOctifiggidu of any language in this Agreement shall be valid unless in writing.and.duly'executed bybothparties: 19. SECTION HEADINGS .The titles,-captions, sectioni!paragraph arid subject headings, and descriptive phrases atthe beginning of the various'sections in this Agreement are merely descriptive and are included solely' for. convenience of reference only'and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or desolibe,or construe the intent of the parties:or affect the construction or.interpretation:of any PfOviSiOn Of'this Agreement. 20', INTERPRETATION OF THIS AGREEMENT The language of all parts,of this Agreement shalt in all cases be construed as a whole; according:to its:fair tneaningi.and nt.Strictly for or against any.oftheparties, if any .provision. Agreement:is: held by an. arbitrator Or court. competent jurisdiction to.be unenfOrceable,,void',illegal or invalid, such holding $.11.alti.npt invalidate or affect the remaining .covenants and ptoviSicitiS Of this Agreement: No covenant or proviSion shall be deemed dependent upon any other unless .so expressly provided.here. As used in this Agreement; the masculine:or neuter gender and singular or plural.number shall he deemed to Jnchgle tho other 8,thenevet the context .indiCate4 or requires. Nothing:contained herein Shall:be construed:so AS to:require.the commission of any act contrary to'law;.a1:0'Wherever there is any conflict between any provision:contained herein. and any:present or fUturestatate, law;ordinance dtregtilatiOn contrary which the patties have no right to::contract,then the lattershalFprevail, and the provision of this Agreement 241544113581.04 9 of 12 which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law.. 21. DUPLICATE ORIGINAL. The original of this Agreement,and one or more copies hereto, have been prepared and signed in counterparts AS duplicate crigihais; each of which so executed shalt, irrespective of the date of its execution and delivery,. be deemed an original. Each duplicate original shall, be deemed an original, instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full con-That* with the immigration and:n0447410 laws of United States and,shalk in particular; comply with the provisions ofthe'United States Code regarding employment:verification. 21. LEGAL'SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY. agree that CITY is not,liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for CITY; and CITY shall not be liable for payment of any legal services expenses incurredby CONSULTANT.. 24, ATTORNEY'S:FEES- the event suit is brought by:: either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees, such that the prevailing:party shall not be entitled to recover its attorney's fees fromthenonprevailing party. 24=15441/358104, 10 of f2 25. SURVIVAL Terms,and conditions of this Agreement, which by their sense and,context survive the expiration or termination oftllis Agreement, shall 26. GOVERNING LAW This Agreement shall be governed.and construed in accordance with the laws of the State of:California. 27. SIGNATORIES Eatli undersigned represents and warrants that,its:signature hereinl?elowhaS the power, authority and right to bind their:respective parties to each of the terms of this AgTeernent,,and shall indemnify CITY fully for any injuries or damages to CITY in the event thatsuch authority or power is not,in.fact,held by the signatory or is withdrawn. 28. ENTIitETY The parties acknOwleclge and agree that they are entering into this. Agreement freely and voluntarily following extensive arin'S length negotiation, and that: " each :has had the opportunity to consult mat legal counsel "print' to executing Ws Agreement. The parties also acknowledge and agree that no representations,inducements, promises,,agreements or warranties, oral or otherwise, have been made, by that party or anyone acting on that party's behalf, which are pot embodied inthis,Agreement; and that that party has,not executed this Agreetnentin reliance on any representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached 'exhibits:, Contain the entire agreement between the parties respecting the.subject Matter of this Agreement, and supersede all ptior understandings and agreements whether oral or in writing between the parties respecting the subject matterhereof 24-15441/358104 11'of 12 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Council. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. CONSULTANT, CITY OF HUNTINGTON BEACH, ALLIANCE ILDING SOLUTIONS a municipal corporation of the State of California By: City Manager p'nt name ITS: (circle o Chairma,('residen ice President INITIATED AN PP OV • AND Director of Public Works By: APPROVED AS ORM: print name ITS: (circle one)Secretary/ ref financial O r/Asst. Secretary—Treasurer Cr ttorney ate RECEIVE AND FILE: 63:4111, e6, .. J City Clerk Date a/.3/• -J 24-15441/358104 12 of 12 EXIUBIT "A" A. STATEMENT:OF WORK: (Narrative Of work to be perfOrnied) Conduct a comprehensive Investment Grade Audit'(IGA)of its facilities. The purpose of this audit is to identify energy conservation measures (ECMs)With the highest potential cost; savings and operational improvements.,The ESCO will develop a:detailed project proposal based on the findings, including energy savings estimates,financial analysis,and recommendations for implementation.. Eva1004n crit004. The JGA and project proposal will be evaluated based 041 • Depth and quality of the energy audit • Accuracy and transparency of savings calculations. • Feasibility and cost-effectiveness of the propdsed ECMs. • Financial mddel and risk management P. Ability to meathe City's operational, financial, and sustainability goals. B. CONSULTANTS DUTIES.AND RESPONSIBILITIES: Audit and Project Proposal Phases' 1.1. 'Preliminary Assessment and Facility Review • Conduct initial site visits and consultations with City personnel to gather operational data and understand ekisting`faCility cOnditions. • Review historical energy consumption data(electricity,gas, water) for the past 12-36: months: • Develop an initial understanding of facility operating patterns, equipment performance, and energy: usage profiles: • Identify potential areas for immediate improvement and set priorities for a more detailed investigation: • 1.2 investment Grade Audit(IGA) The IGA must.include a thorough and detailed analysis,of all energy-consuming systems and infrastructure across the designated facilities,including but not limited to • FIVAC,andauilding Automation Systems: 1 ialtibit A valUate and upgrade HVAG equipment and controls for optimalperfarmanceand.energy efficiency,integrating smart building automation. Lighting.SYStemS Retrofit lighting systems with energy-efficient fixtures and advanced,controls. • Water Efficiency Systems: Improve water usage throughplunibing upgrades and irrigation system optimization. 6 Tiuilding,Etwel9Pe; Enhance-thermal efficiency of walls,roofs, windows, and insulation taTeduct energy loss. ▪ Renewable EnergySystems: Explore solar,wmd, and other renewable energy options for on-site generation,including intdgfatiPh into an ovelall sustaMabilitY plan. MicrO,OridSolutionst Investigate micro-grid systems to enhance energy resilience through renewable energy and battery storage; • Charging Infrastr4tOre, Plan and instaltelectric vehicle'charging stations, considering gridimpact and renewable. integratiOn. 1.3 Deliverables of the IGA: • Detailed energy audit report,covering alLECMs, equipment inventory,system. performance, and operational ineffitiencles. • Energy savings calculations for each ECM using industry-standard methodologies'(e.g., ASIIRAg,.IPMVP). • Life-cycle cost.analysis (LCCA)for eaalcM,-inclPcling capital costs,maintenance costs,.andsavings over time. • Assessment Of risks,performance uncertainties, and.the reliability of savings projections. 1.4 Profeet ProposilDeveropmoitt Based on the findings oftheIGA,the ESCO.will develop a detailed project proposal that includes: • Recommended ECMs: A prioritized list of ECMs with their associated energy savings, Implementation costs, payback periods,and,return,on investment(lW0. • Design and Engineering Plans: Conceptual design solutions for each ECM„including speclficationsfor equipment and materials. • Financial AnalySiS: o Breakdownof capital investment requirements. • Projected energy savings (kWh, therms,'gallons,etc.)and operational savings over the prOject's lifetime o Available funding options, including utility rebates,incentive;and potential grants: 2 o FinanCing rnOdel,inanding SaYingsgOaranteekandeaSh•Row prOjectiOns. • ImplementationSchedUle:;Proposed timelines for'each phaseof implementation, including:procurement,-construction;and commissioning. • lyIeasuternent and YelifiCatioli,(MAY):::S,trategy for measuring and-Verifying actual energy savings post-implementation, in accordance with:the IPMVP or other industry staikl44$;‘ • Maintenanceend Training Plan: Plan,for long-term maintenance of installed systems and training forCity personnel toensure efficient operations. 2. Deliverables 2:1, Invest*eixt Grade Audit Report • Comprehensive report detailing:the-condition of all assessed systems, identified ECMs, energy savings estimates,and cost/benefit analysiS. • Preliminary engineering designs and.specificaticmslortheproposedECMs. 22. Project Proposal • A complete project proposal,including financial models, savings projections,and an implementation roadmap. • Documentation of all financing options and terms for the,City's consideration, • Final project proposal document with ECM prioritization, project timelines, and perforinance gnatantees. • 3. Performance Guarantee The ESCO will providea:performance guarantee, ensuring that the actual energy savings meet or exceed the projected savings If the guaranteed savings are not achieved,the E'SCO•will compensate, the:City forthe difference in performance. C. CITY'S.,DUTttS AND RESPONSIBILITIES: The City will proYide-access to facilities,:historical energy usage data,and staff to assist in. the coordination of the audit:process. D. WORK PROGRAM/PROJECT SaltDIJLE:. The ESCO will complete the IGA and submit the project proposal,within 12 months:of project Xi& Off. 3 Exhibit A EXHIBIT"ir Payment Schedule(Hourly Payment) A. Hourly........ • CONSULTANT'S fees f.01. such services shall be based upon the fc410Ving',ItOa:rly'i)*te and costSelicak Principal tngineer $115,I$/liour SenforEngineer $44.50/hour Engineer In $1513,7$/hour Engineer Pr. $129.0110nr, . . Engineer, Project Management • $.45.0fhont Superintendent Sertito $86.54/hour Operations Manager ST.2(119/hour B Travel Chaiges foi time during travel are not reimbursable., G. Billing 1. All billing:shall.he done monthly in,fifteen...G5y minute increments and.,rnitehed-to an appropriate breakdown of the time that was taken to porforai...'thAt work and who p. rforrned 2 Each month's bill should include A total to date:: That total should provide,:at:a.. glancesthe total foes and costsinetnwd to..datc.,:fOr the project. A copy of :memoranda,. letters, :reports, calculations and 'OtIier documentation '01*-pro00: by CONSULTANT may be required to be submitted 'to CITY to demonstrate progress toward completion of tasks In the event CITY Tpitets or has comments on.any such product, CITY shall identify specific requirements for satisfactory completion. CONSULTANT shall submit to CITY an invoice for p4p11.,•plopOity•:payment due, Such invoice A) leference thiSAgreeinent B) Describe theservicesperforrned; C) Show the total amount of thepayment•due; D) Include a certification by a principal member of CONWLTANT8 firm that the work has been performed iii.'aecordatite with the provisions of this AgroTotteht and E) 'For all.paymentsinelitdeantstimate of the percentage of work completed.. • Upon submission of any such invoice, if CITY is satisfied,that CONSULTANT is making;satisfactory progress toward. completion of tasks in accordance with this Agreement,:CITY`shall approve'the invoice,in which event;payment shall be made within thirty(30) days of receipt of the invoice by CITY Such approval shall not be°unreasonably withheld: If CITY does?not approve;an invoice,`CITY shall notify CONSULTANT in`wasting of,the reasons for` non-approval and: the sch;eduie of' performance set forth in Exhibit ''A' 'may at the option of CITY be suspended until the parties agree that past performance by CONSULTANT is in, or has been. brought :into: compliance,_ or until this Agreement has:expired or is terminated;as provided herein. 5. Any billings. for extra work or additional services authorized in advance and in writing by CITY shall be invoiced separately to CITY Such invoice shall contain.. all of the.information required:abode;,and in addition shalt list thehours expended and hourly rate charged for:;such:time. Such invoices-'shall:be,approved by CITY:if the work performed is in accordance with the extra work or additional services requested, and if'CITY is satisfied that the statement of horns worked and.costs Incurred; is accurate.. Such approval shall not be unreasonably withheld. Any dispute between the parties`concerning payment of gudif.an invoice:shalt be treated as separate and. apart from the ongoing performance of the remainder of this Agreement: (// 7' L,�--� ALLIBUI-01 C RTT5 A`.!�-ORO MM/D(DATE D1YYYY) ��, CERTIFICATE OF LIABILITY INSURANCE 1MMID024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). PRODUCER License#0C32169 CONTACT NAME: Rancho Mesa Insurance Services,Inc. PHONE o,EYt):(619)937-0164 I FAX No): AX 2355 Northside Drive Suite 200 San Diego,CA 92108 EN AIL DR .$; INSURER(S)AFFORDING COVERAGE NAIC# INSURER A:Valley Forge Insurance Co 20508 INSURED INSURER B:American Casualty Company Of Reading PA 20427 Alliance Building Solutions,LLC INSURER c:Continental Insurance Company 35289 12520 High Bluff Drive Ste 345 INSURER D:Insurance Company of the West 27847 San Diego,CA 92130 INSURER E:Arch Specialty Ins Company 21199 INSURER F:Westchester Surplus Lines Ins 10172 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADOL SUER POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INS° WVO (MM/°DIYYYYI fMMIDDlYYYYI A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS-MADE X OCCUR 6076240904 4/1/2024 4/1/2025 DAMAGETORENTED 100,000 X X i .PREMISES(Ea gccurrerrcet $ 15,000 MED EXP(Any one person) $ PERSONAL&ADV INJURY $ , 2,000,000 GEN'L AGGREGATE LIMIT APPLI_ESPER: GENERAL AGGREGATE S j OT ...__ 4,000,000 POLICY I X r ,LOC PRODUCTS COMP/OP AGG $ 4,000,000 OTHER: S B COMBINED SINGLE LIMIT 1,000,000 AUTOMOBILE LIABILITY (Ea acciden) S X ANY AUTO X x 6076240899 4/1/2024 4/1/2025 BODILY INJURY(Per person) $ AWNED UTOS ONLY _ AUTOSULED BODILY INJURY(Per accident) S X AUT OS ONLY X AUTOS ONLY (I'eracude RAMAGE S S C X UMBRELLA LIAB ' X OCCUR EACH OCCURRENCE S 10,000,000 EXCESS LIAR CLAIMS-MADE 6076240885 4/1/2024 4/1/2025 AGGREGATE S DED X RETENTION$ 10,000 Aggregate $ 10,000,000 D WORKERS COMPENSATION y PER X STATUTE OTH AND EMPLOYERS'LIABILITY ER Y!_N X WS D 502021912 12/31/2023 12/31/2024 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER MEMBER EXCLUDED? f I N/A (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE S 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ E Errors&Omissions PDCPP0010808 4/1/2024 4/1/2025 F Pollution Liability G71111982007 4/1/2024 4/1/2025 Limit 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) RE:OPERATIONS OF THE NAMED INSURED AS CERTIFICATE HOLDERS INTEREST MAY APPEAR. CITY OF HUNTINGTON BEACH,ITS OFFICERS,ELECTED OR APPOINTED OFFICIALS,EMPLOYEES,AGENTS AND VOLUNTEERS ARE INCLUDED AS ADDITIONAL INSURED WITH REGARDS TO THE GENERAL LIABILITY AND AUTOMOBILE LIABILITY PE t( L iJ(pR(j4T$y AND NON-CONTRIBUTORY WORDING APPLIES WITH REGARDS TO THE GENERAL LIABILITY PER ATTACHED FORMS.WAIVER OF SUBROGATION APPLIES WITH REGARDS TO THE GENERAL LIABILITY AND AUTOMOBILE LIABILITY AND WORKERS COMPENSATION PER ATTACHED FORMS PER ATTACHED FORMS.(cpp) ry_ MICHAEL E. GATES CITY ATTORNEY CERTIFICATE HOLDER CANCELLATION CITY OF HUNTINGTON BEACH SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE CITY OF BEACH THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN CITY MAINFHUNTINGTON ST. ACCORDANCE WITH THE POLICY PROVISIONS. Huntington Beach,CA 92648 AUTHORIZED REPRESENTATIVE i . .. 1 ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 4,07 61-I vsT0 CITY OF -._' HUNTINGTON BEACH k% :__ _ __ ;,,:._:_........._ ..__,,, ,„ . ,, ...^ 'oUNTY C��i\--,- Lisa Lane Barnes I City Clerk December 13, 2024 Alliance Building Solutions Attn: Brad Chapman 12520 High Bluff Drive, Suite 345 San Diego, CA 92130 Dear Mr. Chapman: Enclosed for your records is a fully executed original of the "Professional Services Contract between the City of Huntington Beach and Alliance Building Solutions forA Comprehensive Investment Grade (IGA) of City Facilities", approved by the Huntington Beach City Council on November 19, 2024. Sincerely, Afive. Lisa Lane Barnes City Clerk RE:ds Enclosure Office:(714)536—5405 I 2000 Main Street, Huntington Beach, CA 92648 I www.huntingtonbeachca.gov Aor Afirdir Aro ' .I r r 1 Al G 7. ‘111 I 1 i I b. ) do® *Ivv- ,c ikP u ". ' . _ Approve Professional Service ��---- - �-~- Contracts for Investment Grade - �� �;� �F i �f ✓ . Audits IGAs to Alliance Building - - 'f ''' Solution LLC and PacificWest „- . - Energy Solutions, Inc. -, .<' '' ;* , ' - ‘ -- 0 4.1r,": _...r..'`,...e.."-- ° ' , et . teii- .,.., 0.,.. IN 0 4.. 446,1.- ' 1 7 iSIV a i '-**** <4(%ir ' 0 1115. , Public Works Department Am. - , - , Date: November 19, 2024 41100:401tor AP' 704 BAC KG ROU N RFP Release Summary . Date: July 15, 2024 . Purpose: Solicit proposals from qualified ESCOs for energy planning and consulting services. Scope of Services . Conduct Investment Grade Audits (IGAs) on specific facilities. . Provide turn-key services: energy audits, savings analysis, design, and construction of capital improvements. Proposals Received . Firms: PacificWest Energy Solutions, Alliance Building Solutions, Ameresco, Inc. i ou3 °e4' ! Selection Outcome � q : . Based on proposals, interviews, and cost assessments, PacificWest Energy Solutions and ca•• ..sr ? Alliance Building Solutions were selected to perform IGAs. an, 705 NEEDMIHY/BENEFITS Cost Savings . Identifying ECMs to reduce energy expenses, allowing funds to be allocated to other City needs. Operational Efficiency . Targeted upgrades reduce maintenance and improve facility performance across 1.5 million square feet. Environmental Impact . Reduced carbon footprint, supporting state and federal sustainability goals. Data-Driven Decisions 4141. ��.� ▪ IGAs establish an energy baseline for strategic, evidence-based facility planning. NO s1�s411 r 706 FuNDING/scHEDuLE Funding Structure . PacificWest Energy Solutions, Inc. • $0 per square foot if recommended ECMs are implemented. • Up to $0.05 per square foot if recommendations are not implemented. . Alliance Building Solutions, LLC 0,1 o $0 per square foot for the initial audit. . Funding Cap: ��� �. o Maximum commitment of$75,000, funded through the City's existing budget for facility fit 0TlTQ improvements. Schedule M o IGAs to be conducted in a timely manner, with timeline of projects contingent on scopes identified in the IGA co' ��`i f 707 RECOMMENDATION • Approve and authorize the Mayor and City Clerk to execute the Professional Service Agreement between the City of Huntington beach and the PacificWest Energy Solutions, Inc. and Alliance Building Solutions, LLC oilivot tnp��arF¢aa 6 no � ,� , / 708 • 417 Q 101 e s t I ons • '��* Y F `.., c , 1, lei `* S -' -': i .r gyp, �3 i. 1111 Al .3.1.. , , ,..,..i-itii «!1' "Y ac'^'�•s'`,e )1� ,F 1 f # .� i!lilt ie ,! l w-r ,< 7 ,, . . dro a < ttgr7 Yyi i? "4 i= 1 L`� R,: �„ - --' -„-:'..,,•„,4„,:14,,L t,r,,,,i'°:,,ti3%...:----i .;7:74i,„)f'."'4--- ..-::4-,1'..:1%••1"T..1.1„,,,,?e,"(" ' . - ",- 4..„4,- ,''"" •k4,3,2"kt,...--.11 1, '', esq A 4; ' ° ' ,, '')44rA'4:`''7- ''''10.•'41.r,Alir'.7"-1- . ,L - 7-oz-4,:i.104':-....:-.7,9-4:,,,,„........ --ate-ip-:..=,-x.,,,,-4,,..,-,..- - • 1•• ,,..w�tswy. � ✓y, -q�.'FS,.,�iq} yN 709 , I::! '. 'I" CITY OF HUNTINGTON BEACH r.�� cF ;•.... II F'° Finance Department NOTICE OF INTENT TO AWARD Date: October 1, 2024 Project: Energy Performance Project's Consulting 2024-0805 Selected Proposer: Multiple The evaluation panel assigned to City of Huntington Beach RFP No. 2024-0805, Energy Performance Project's Consulting recently convened to evaluate the proposals submitted to the City.The City evaluated the 3 proposals received using a Qualifications-Based Selection (QBS) process incorporating a multitude of factors aside from, but including, pricing. The criteria utilized to evaluate the proposals are as follows: • Compliance with the RFP Requirements • Approach, Understanding of Project and Methodology • Qualifications and Experience • Educational background, work experience • Proposed Cost, Price, Fees • References They have made the conclusion to award this RFP based on this evaluation. The following table illustrates the final distribution of all proposers after this comprehensive evaluation process. Upon award, copies of all proposals related to this RFP may be requested for review. Selected Non-Selected ALLIANCE BUILDING SOLUTIONS, INC Ameresco, Inc. PacificWest Energy Solutions, Inc. The City would like to thank all proposers for the time and resources contributed toward this RFP process. If you were selected a City representative will be reaching out to you for next steps of contract execution. Congratulations and we look forward to working with your firm for these scope of services. With regards, Cody Hernandez Buyer Codv.hernandez@surfcitv-hb.org