HomeMy WebLinkAboutContract 33347 AMENDMENT NO. 1
STATE OF TEXAS § CITY SECRETARY CONTRACT NO.,,��
§
COUNTY OF TARRANT §
WHEREAS, the City of Fort Worth (City) and Johnson controls, Inc., (JCI) made
and entered into an energy savings performance contract (ESPC), City Secretary Contract
No. 29110, (the Contract) which was authorized by the City Council by M&C C-19739 on
the 2nd day of September, 2003; and
WHEREAS, the Contract involves energy savings performance evaluation and
services for:
Phase I ESPC for City Hall, Public Safety, Municipal Annex, Meacham
Terminal,
WHEREAS, it has become necessary to execute Amendment No. 1 to said
Contract to include Phase II City facilities for an increased scope of work, revised
maximum fee, and revised M/WBE participation;
NOW THEREFORE, City and JCI, acting herein by and through their duly
authorized representatives, enter into the following agreement, which amends the
Contract:
1.
Section 1 of the Contract is amended to include the additional Phase II services
authorized by City Council on February 7, 2006, M&C C-21289 and specified in Schedules
1.1, 2.1, 3.1, and 4.1 attached hereto and incorporated herein by this reference.
Additionally, all references to Schedules 1, 2, 3, and 4 shall be amended for Phase II to be
and read 1.1, 2.1, 3.1, and 4.1 respectively. The cost to City for the Phase 11 services to be
performed by JCI total $2,375,659.00
2.
Section 2 of the Contract is amended to include a substantial completion date for
this Amendment 1 Phase II to be and read:
The Substantial Completion date for all Phase 11 scope of work projects
identified in Schedule 1.1 will be October 31, 2006.
3.
Section 19 of the Contract is amended to add an additional paragraph for Phase 11
JCI ESPC AMENDMENT NO.f
PHASE II SERVICES ,1 ,1
3/9/06 1
Page 1 of 3 v � Icy+C4
pp
M/WBE participation to be and read:
PHASE II MINORITY AND WOMEN BUSINESS ENTERPRISE (M/WBE)
PARTICIPATION:
In accordance with City of Fort Worth Ordinance No. 15530, the City has
goals for the participation of minority and woman business enterprises in City
contracts. JCI acknowledges the M/WBE goal established for this
Amendment 1 to this Contract for Phase II and its commitment to meet that
goal. JCI will comply with the City's M/WBE Ordinance by committing to a
13% M/WBE from the total award for construction and supplies. Amy
misrepresentation of facts (other than a negligent misrepresentation) and/or
the commission of fraud by JCI may result in the termination of this Contract
and debarment from participating in City contracts for a period of time of not
less than three (3) years.
4.
Section 20 of the Contract is amended to add a last sentence in the paragraph to
be and read:
Customer has amended its original loan agreement with Texas State Energy
Conservation Office for Phase II services in the amount of$2,395,659.
5.
All other provisions of the Contract, which are not expressly amended herein, shall
remain in full force and effect.
(REMAINDER OF PAGE INTENTIONALLY LEFT BLANK)
JCI ESPC AMENDMENT NO.1
PHASE II SERVICES
3/9/06
Page 2 of 3
EXECUTED on this the day of , 2006, in Fort
Worth, Tarrant County, Texas.
ATTEST: CITY OF FOR WORTH
By:
Marty Hendrix r Ott
City Secretary Assistant City Manager
APPROVED AS TO FORM APPROVAL RECOMMENDED:
AND LEGALITY:
��C
Amy J. ms Robert Goode, Director
Assista t City Attorney Transportation and Public Works
contract Authorization JOHNSON CONTROLS, INC.
D�t --La�
By:
JCI ESPC AMENDMENT NO.t
PHASE II SERVICES
3/9/06
Page 3 of 3
c L
City of Fort Worth— Phase II Performance Contract Schedule 1.1
SCOPE OF WORK SCHEDULE
GENERAL SCOPE OF WORK:
JCI will provide the Owner with the scope of work(Work) identified on this Schedule. JCI shall supervise
and direct the Work and shall be solely responsible for construction means, methods, techniques,
sequences, and procedures and for coordinating all portions of the Work under this Agreement. JCI shall
be responsible to pay for all labor, materials, equipment, tools, construction equipment and machinery,
transportation, and other facilities and services necessary for the proper execution and completion of the
Work, whether temporary or permanent and whether or not incorporated or to be incorporated in the
Work. All completed work will be fully functional and installed and inspected as in compliance with all local
governing codes.
General Work includes the following:
• At Owner's request, JCI will provide video taped copies of all new equipment training.
• Final engineering work for each UCRM. Once final engineering work is complete, some minor
modifications to Work may be required. No modifications will be made to Work without prior
acceptance of Owner.
• Three (3) copies of construction drawings, equipment submittals, performance specifications and
sequences of operation for each Utility Cost Reduction Measure(UCRM) will be provided for Owner's
review and acceptance at the completion of the final engineering design phase.
• Three (3) copies of O&M manuals and as-built construction drawings for each UCRM will be
submitted to Owner at completion of construction phase.
• One(1)copy of electronic CAD as-built construction files for each UCRM will be provided to Owner at
completion of construction phase.
• Owner retains the right to keep any removed equipment or material, unless specified differently in
other areas of this Agreement.
• Work will be performed in accordance with all applicable codes and standards.
General Exclusions:
• City personnel construction management costs.
• HAZARDOUS MATERIALS. Unless specifically noted in this Schedule, JCI's obligations expressly
exclude any Work or Services of any nature associated or connected with the identification,
abatement, cleanup, control, removal, or disposal of hazardous materials or substances, including but
not limited to asbestos or PCBs, in or on the premises.
SUMMARY OF WORK:
The following UCRM's will be included in this Agreement:
UCRM # Facility UCRM Description
1.1 WRMC DDC Control System Improvements
2.1 WRMC Power Factor Correction
3.1 WRMC Central Plant—New Chillers & Pumps
4.1 Central library DDC Control System Improvements—All Metas s
5.1 Central library Power Factor Correction
6.1 Central library Central Plant—New Chillers & Pumps& Conversion of Aaon RTU
to Chilled Water
7.1 JFWCC Power Factor Correction
8.1 ICity Hall Power Factor Correction
4n*1110N Confidential and Proprietary 1
City of Fort Worth— Phase 11 Performance Contract Schedule 1.1
FACILITIES:
The following facilities and buildings will be included in this Agreement:
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WRMC Burnett Bldg, Richardson-Bass Bldg, 2-Level Parking Garage(east of
Richardson-Bass Bldg), Central Plant,Auditorium, Coliseum, Exhibit
Hall, Livestock Barns,Ticket Office &Visitor Center, Moncrief Bldg
FWCC Central Plant, East Exhibit Hall, West Exhibit Hall, Kitchen, Parking
Garage, South Exhibit Hall, Ballroom, Grand Lobby, West Lobby, West
Meetin Rooms, Arena
Central Library Entire Complex
ICity Hall Entire Complex
J@JISON
,T Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-1.1 WRMC: DCC CONTROLS SYSTEMS IMPROVEMENTS
This improvement measure includes new DDC controls at the following WRMC buildings:
• Richardson-Bass Bldg
• Central Plant
• Auditorium
• Coliseum
• Exhibit Hall
• Ticket Office&Visitor Center
• Moncrief Bldg
GOALS:
• Improved indoor temperatures
• Improved reliability of existing HVAC systems
• Upgrade of outdated HVAC controls
• Reduced runtime of HVAC equipment
• Utility savings
• Operation&maintenance savings
• Capital project savings
ASSUMPTIONS:
• Current DDC control work at WRMC will be completed under separate contract"Will Rogers HVAC
Upgrades'engineered by Summit Consultants.
• Unless specified to be replaced in this Schedule,JCI has assumed that all existing HVAC controls
(pneumatic&electronic)are functional and in good operating condition.
FINAL ENGINEERING:
Final engineering will include development of control drawings,valve schedules, damper schedules and
point list.
SCOPE OF WORK:
• Metasys Facility Management System (FMS)
• Extended Architecture Metasys version 2.0 software. If JCI releases new software update before the
one-year warranty of this improvement measure expires, JCI will provide new software version to the
Owner at no additional cost. After the one-year warranty expires, Owner will be responsible for any
costs associated with software upgrades.
• All new airflow and water flow status controls will be'proof of flood'type, not current sensing relays.
• All controls mounted and wired as specified in the following:
1. All new wiring shall be in EMT or rigid conduit as required by applicable electrical codes
2. All new Class 2 signal wiring will be installed as plenum-rated cable above accessible lay-in
ceilings
3. Control, control power and interlock wiring will be performed according to applicable electrical
codes to provide a turnkey installation
• All existing control dampers, valves and actuators will remain, unless specified to be replaced in this
Schedule.
M Confidential and Proprietary 3
City of Fort Worth— Phase II Performance Contract Schedule 1.1
• Except for Coliseum air handling units, FMS will provide proper start/stop and temperature control of
all HVAC equipment included in this Schedule. Any control points not included in this Schedule that
are necessary for proper start/stop and temperature control, are included under separate contract
"Will Rogers HVAC Upgrades' engineered by Summit Consultants.
The following control points, dampers, valves, actuators and programmed sequences are included in this
Agreement:
Central Plant
Chilled Water System
Control Point Qt
Chiller kW 3
General chiller alarm 3
General refrigerant monitoring system alarm 2
Primary condenser water flow meter 1
Programmed Sequences:
• Optimum start/stop of chillers and associated cooling tower fans & pumps
• Chilled&condenser water temperature reset
Heating Water System
Control Point Qt
Boiler start/stop 2
Boiler status 2
HW pump start/stop 4
HW pump status 4
General boiler alarm 2
HW temperature 4
New
New Valve
Valve Q Valve Actuator
HW mixing valve 1 X X
Programmed Sequences:
• Optimum start/stop of boilers and associated pumps
• Heating water temperature reset
COWALS Confidential and Proprietary 4
'City of Fort Worth— Phase II Performance Contract Schedule 1.1
Auditorium
Single-zone AHU (1)
Control Point Qt
AHU start/stop i
AHU status 1
Space temperature 3
Freezestat 1
New
New Valve
Valve Qty Valve Actuator
Chilled water 1 X X
HW 1 X X
New
New Damper
Damper Qt Damper Actuator
Outside air 1 X X
Return air 1 X X
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup &setback
• Space temperature control
• Minimum outside air damper control
• Economizer cycle
DX Unit(1)
Control Point Qt
Unit start/stop1
Space temperature 1
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup & setback
• Space temperature control
Coliseum
Single-zone AHU (15)
Control Point Qt
AHU start/stop 15
AHU status 15
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup &setback
� itWN
Confidential and Proprietary
i
City of Fort Worth— Phase 11 Performance Contract Schedule 1.1
DX Unit(8)
Control Point Qt
Unit start/stop 8
Space temperature 8
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup& setback
• Space temperature control
Exhibit Hall
Single-zone AHU (23)
Control Point Qt
AHU start/stop 23
AHU status 23
Space temperature 23
Freezestat 23
New
New Damper
Damper Qty Damper Actuator
Outside air 23 X
Return air 23 X
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup&setback
• Space temperature control
• Minimum outside air damper control
• Economizer cycle
VAV AHU (1)
Control Point Qty
AHU start/stop1
AHU status 1
Supply air temperature 1
Duct static eressure 1
Freezestat 1
New
New Damper
Damper Qt Damper Actuator
Outside air 1 X
Return air 1 X
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup& setback
INWN
Confidential and Proprietary 6
'City of Fort Worth— Phase II Performance Contract Schedule 1.1
• Supply air temperature reset
• Minimum outside air damper control
• Inlet vane position
• Economizer cycle
DX Units (2)
Control Point Qt
Unit start/stop 2
Space tem erature 2
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup&setback
• Space temperature control
Kitchen Makeup Air Units & Exhaust Fans (2)
Control Point Qt
Unit start/stop 2
Unit status 2
Programmed Sequences:
• Scheduling
Richardson-Bass Bldg
Air Handling Units (6)
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup&setback
• Space temperature control
• Minimum outside air damper control
ff. 6ON
Confidential and Proprietary 7
City of Fort Worth— Phase II Performance Contract Schedule 1.1
DX Units (16)
Control Point Qt
Unit start/stop 16
Space temperature 16
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup &setback
• Space temperature control
Ticket Office & Visitor Center
DX Units (4)
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup&setback
• Space temperature control
Moncrief Bldg
Chilled Water System
Programmed Sequences:
• Optimum start/stop of chillers and associated pumps
• Chilled water temperature reset
Heating Water System
Programmed Sequences:
• Optimum start/stop of boilers and associated pumps
• Heating water temperature reset
Air Handling Units (8)
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup& setback
• Space temperature control
• Minimum outside air damper control
NSON
Confidential and Proprietary 8
City of Fort Worth— Phase II Performance Contract Schedule 1.1
DX Units (4)
Control Point Qt
Unit start/stop 4
Unit status 4
Space temperature 4
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup& setback
• Space temperature control
DEMOLITION:
Not applicable.
EXCLUSIONS:
• Repairs to existing fire& smoke controls and associated wiring. During construction, JCI will inspect
existing AHU firestats&smoke detectors and provide deficiency report to the Owner.
• Lighting controls
• Computer workstations (will be furnished under separate contract "Will Rogers HVAC Upgrades"
engineered by Summit Consultants).
• Repairs to existing pneumatic controls,tubing and equipment
• Visual or audible alarms
• City Ethernet wiring
COMMISSIONING:
Operational acceptance tests will be conducted for all new DDC controls. Three(3)copies of operational
acceptance tests will be provided to Owner at completion of construction phase.
TRAINING:
Metasys training will be completed under separate contract"Will Rogers HVAC Upgrades"engineered by
Summit Consultants.
WARRANTIES:
• One(1)year warranty on materials and labor beginning at the date of Substantial Completion.
• New JCI Metasys DDC controls, control valves, control dampers&valve/damper actuators are
covered by a three(3)year warranty on materials only beginning at the date of Substantial
Completion.
ANIAMN
C0NTT Confidential and Proprietary 9
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-2.1 WRMC: POWER FACTOR CORRECTION
This improvement measure includes the installation of new power factor correction equipment for three
(3) existing electric meters serving the following WRMC facilities. They are located at 3301 West
Lancaster, 1408 Rip Johnson, and 3401 Crestline, all in Fort Worth, Texas.
Facility ESI ID# Service Address Buildings Served
WRMC 10443720005581504 1408 RIP JOHNSON DR Burnett Bldg, West Arena, Justin
Arena, Richardson-Bass Bldg, 2-
Level Parking (east of Richardson-
Bass Bldg)
WRMC 10443720005581535 3301 W LANCASTER AVE Central Plant,Auditorium, Coliseum,
Exhibits Hall, Livestock Barns,Ticket
Office&Visitor Info Center
WRMC 110443720008456818 13401 CRESTLINE RD lWaft Arena, Moncrief Bldg
GOALS:
• Eliminate power factor penalty cost for each meter location listed in this improvement measure
ASSUMPTIONS:
• Capacitors will be installed inside the facility's electrical/mechanical room
• Kvar sizes are based on 30% design
• Kvar sizes for all three(3)meters are reduced to account for Phase III PC Project lighting retrofit(as
indicated in Meter Addresses table below)
FINAL ENGINEERING:
Final engineering will include final Kvar sizing, installation location and disconnect requirements.
SCOPE OF WORK:
• Furnish and install the necessary power factor capacitance at each of the following service addresses
and ESI ID accounts to maintain a minimum power factor of 95%.
• New equipment shall be industrial grade UNIPAK power factor correction capacitors, or equal.
Capacitors are NEMA 3R enclosed devices measuring roughly 18" W x 21" H x 16" D to 33" W x
25"W x 20"W.
• Installation of new disconnect, such as a correctly sized breaker.
• Capacitors will run continuously but require very little cost to operate, less than .5 watts per Var(ex.
300 kvar capacitor equates to 150 watt light bulb).
• Installation will not require any interruption of service or outage of power.
• Capacitors are of a low-voltage type (480 volts) and will be connected to an existing switchgear or a
subpanel.
• Capacitors will be installed in a location that will not hinder the day to day efforts of facility
maintenance personnel.
m&I-rNwN
COMT Confidential and Proprietary 10
12
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Meter Addresses
Reduced
Estimated for Future
Kvar Lighting
Service Address ESI ID# Size Retrofit
3301 W Lancaster 10443720005581535 575 X
1408 Rip Johnson 1 104437200055815041 1501 X
3401 Crestline 1 104437200084568181 1001 X
DEMOLITION:
Not applicable.
EXCLUSIONS:
Not applicable.
COMMISSIONING:
Power factor measurements will be recorded before and after capacitor installation is complete. Three(3)
copies of power factor measurements will be provided to Owner at completion of construction phase.
TRAINING:
One(1)hour of on-site startup training will be provided to designated Owner personnel
WARRANTIES:
Five(5)year warranty on materials and labor beginning at the Installation Date of the new capacitors
AMISION
MN
Confidential and Proprietary 11
City of Fort Worth— Phase II Performance Contract Schedule 1:1
UCRM-3.1 WRMC: CENTRAL PLANT- NEW CHILLERS &PUMPS
This improvement measure includes chiller & associated pump replacements at the WRMC
Central Plant.
GOALS:
• Improved indoor temperatures
• Improved chiller reliability
• Upgrade of outdated inefficient chillers. Existing chillers are over 20 years old.
• Install new efficient chillers that utilize current refrigerant technologies. Existing chiller refrigerants
have been phased out is and are no longer manufactured.
• Utility savings
• Operation &maintenance savings
• Capital project savings
ASSUMPTIONS:
• Existing 700 ton chiller will remain. According to WRMC personnel, current peak cooling load is
approximately 1300 tons.
• Equipment performance requirements are based on 30% design.
• Chiller full load kW/ton efficiency ratings were derived from working with contractors and chiller
vendors for these chiller capacities and represent a minimum level of performance.
FINAL ENGINEERING:
• Development of construction drawings and equipment submittals
• Finalize equipment performance requirements
• Analyze new chiller full load kW/ton and IPLV efficiency ratings to determine the best chiller
selections
SCOPE OF WORK:
New Chillers
• Provide and install two (2) new high-efficiency centrifugal chillers designed for primary/secondary
pumping systems.
• Install new chiller starter panel for 4,160 VAC at chiller manufacturers' specified maximum ampacity.
• Replace existing chilled and condenser water isolation valves at the inlet and outlet of each chiller
with new isolations valves, total of eight(8).
Designation Chiller No. 2 Chiller No. 3
Min.Tons 650 250
Min. Full Load kW/Ton 0.56 0.60
Evap GPM 1,300 500
Evap Lvg Wtr Temp, F 42 42
Evap Max. DP, Ft Wtr 20 20
Evap Min Fouling Factor .0005 .0005
Cond GPM 1,950 750
Cond Ent Wtr Temp, F 85 85
Cond Max. DP, Ft Wtr 20 20
Cond Min Fouling Factor .0005 .0005
Volt/Phase/Hz 4160/3/60 4160/3/60
CONTF Confidential and Proprietary 12
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Refrigerant monitoring
• Provide necessary upgrades associated with ASHRAE-15 standards.
New Chilled and Condenser Water Pumps
• For each new chiller, provide and install new primary chilled water and condenser water pumps with
premium efficiency motors.
• Replace existing chilled and condenser water isolation valves at the inlet and outlet of each pump
with new isolations valves, total of eight(8).
Designation PCCC-2 PCCC-3 PCCE-2 PCCE-3
Duty Chiller#2 Chiller#3 Chiller#2 Chiller#3
Condenser Condenser Evaporator Evaporator
GPM 1,950 750 1,300 500
TDH Ft Wtr 50 50 75 70
Pump Min Eff% 75 75 75 75
Motor HP Min 40 15 40 20
Motor Min Eff% 92 90 92 91
RPM 1,150 1,150 1,150 1,150
Volt/Phase/Hz 460/3/60 460/3/60 460/3/60 460/3/60
Type Double Suction I Double Suction I Double Suction I Double Suction
New Piping and Insulation
• All new piping shall be schedule 40 plain end steel piping with weld fittings and arch welded joints in
compliance with ASHRAE and local code standards.
• Provide and install insulation on all new piping. Meet or exceed existing conditions.
• Pipe insulation to match existing thickness, with Zeston covers at pipe fittings.
• Furnish piping identification that identifies the system the piping serves and the direction of fluid flow.
Strainers
• Existing strainer screens serving pumps PCCE-2, PCCE-3, PCCG2 & PCCG3 will be removed,
cleaned & re-installed. If existing strainer screens and/or strainer bodies serving these pumps are no
longer functional,JCI will replace with new equipment.
• New strainers will be installed for all new pumps (in locations where existing strainers do not exist).
DEMOLITION:
• Isolate each chiller by closing the existing isolation valves prior to starting the demolition activity.
• Remove and dispose the two existing chillers in phasing strategy that addresses one chiller at a time
• Recover and dispose R11 & R500 refrigerant in accordance with local, state and federal codes.
• Repair and or repaint all existing finishes that become marked or discolored by demolition, this
includes the floor.
EXCLUSIONS:
• Upgrades and repairs to existing 4160V electrical service
wrl-ff� Confidential and Proprietary 13
City of Fort Worth— Phase II Performance Contract Schedule 1.1
COMMISSIONING:
• Provide Testing Adjusting and Balancing(TAB)of new chillers, new pumps and new piping. .
• Chiller manufacturer shall perform ARI Factory Certified Performance Test at 20, 40, 60, 80 and 100
percent loads.
• New chiller manufacturer on-site startup tests.
• Three(3) copies of TAB, and ARI Factory Certified Performance Test& Startup Test reports will be
provided to Owner at completion of construction phase.
TRAINING:
Four(4) hours of on-site factory supervised training will be provided to designated Owner personnel
WARRANTIES:
Chillers:
• One(1)year warranty on materials and labor beginning at the date of Substantial Completion.
• New chiller compressors are covered by a five(5)year warranty on materials only beginning at the
Shipping Date.
T Confidential and Proprietary 14
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-4.1 CENTRAL LIBRARY: DCC CONTROLS SYSTEMS IMPROVEMENTS — ALL
METASYS
This improvement measure includes new DDC controls for the entire Central library complex.
GOALS:
• Improved indoor temperatures
• Improved reliability of existing HVAC systems
• Upgrade of outdated HVAC controls
• Reduced runtime of HVAC equipment
• Utility savings
• Operation& maintenance savings
• Capital project savings
ASSUMPTIONS:
• Unless specified to be replaced in this Schedule, JCI has assumed that all existing HVAC controls
(pneumatic&electronic) are functional and in good operating condition.
FINAL ENGINEERING:
Final engineering will include development of control drawings, valve schedules, damper schedules and
point list.
SCOPE OF WORK:
• Metasys Facility Management System (FMS)
• Replace all existing Delta DDC controls with new Metasys DDC controls
• Extended Architecture Metasys version 2.0 software. If JCI releases new software update before the
one-year warranty of this improvement measure expires, JCI will provide new software version to the
Owner at no additional cost. After the one-year warranty expires, Owner will be responsible for any
costs associated with software upgrades.
• All new airflow and water flow status controls will be"proof of flow"type, not current sensing relays.
• All controls mounted and wired as specified in the following:
1. All new wiring shall be in EMT or rigid conduit as required by applicable electrical codes
2. All new Class 2 signal wiring will be installed as plenum-rated cable above accessible lay-in
ceilings
3. Control, control power and interlock wiring will be performed according to applicable electrical
codes to provide a turnkey installation
• All existing control dampers, valves and actuators will remain, unless specified to be replaced in this
Schedule.
• FMS will provide proper start/stop and temperature control of all HVAC equipment included in this
Schedule.
W J@gISON
Confidential and Proprietary 15
City of Fort Worth— Phase II Performance Contract Schedule 1:1
The following control points, dampers, valves, actuators and programmed sequences are included in this
Agreement:
Central Plant
Chilled Water System
Control Point Qt
Chiller start/stop 2
Chiller status 2
Chiller kW 2
General chiller alarm 2
General refrigerant monitoring system alarm 1
Chilled water temperature 6
Condenser water temperature 3
Chilled water pump start/stop 2
Chilled water pump status 2
Condenser water pump start/stop 2
Condenser water pump status 2
Chilled water differential pressure 1
Pump VFD speed 2
Cooling tower fan start/stop 2
Cooling tower fan status 2
Primary chilled water flow meter 1
New
New Valxe
Valve Qty Valve Actuator
Cooling tower bypass valve 1 X
Programmed Sequences:
• Optimum start/stop of chillers and associated cooling tower fans& pumps
• Chilled &condenser water temperature reset
• Pump VFD control
Heating Water System
Control Point Qt
Boiler start/stop 2
Boiler status 2
HW pump start/stop 2
HW pump status 2
General boiler alarm 2
HW tem erature 4
Programmed Sequences:
• Optimum start/stop of boilers and associated pumps
• Heating water temperature reset
40MIlON Confidential and Proprietary 16
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Library Facility
Single-zone AHU (3)
Control Point Qt
AHU start/stop 3
AHU status 3
Space temperature 3
Freezestat 3
New
New Valve
Valve Qty Valve Actuator
Chilled water 3 X X
HW 3 X X
New
New Damper
Damper Qty Damper Actuator
Outside air 1 X
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup&setback
• Space temperature control
• Minimum outside air damper control
Double-duct AHU (4)
Control Point Qt
AHU start/stop 4
AHU status 4
Cold deck temperature 4
Hot deck temperature 4
Space temperature 4
Relief fan start/stop 4
Relief fan status 4
Space relative humidity 1
Freezestat 4
New
New Valve
Valve Qty Valve Actuator
Chilled water 4 X X
HW 4 X X
New
New Damper
Damper Qty Damper Actuator
Outside air 4 X
Return air 4 X
Relief air 4 X
AM60N
Confidential and Proprietary
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup & setback
• Cold & hot deck temperature reset
• Minimum outside air damper control
• Economizer cycle
Multi-zone AHU (4)
Control Point Qt
AHU start/stop 4
AHU status 4
Cold deck temperature 4
Hot deck temperature 4
Space temperature 14
Humidifier on/off 2
Space relative humidity 1
Freezestat 4
New
New Valve
Valve Qty Valve Actuator
Chilled water 4 X X
HW 4 X X
New
New Damper
Damper Qty Damper Actuator
Outside air 4 X
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup & setback
• Cold & hot deck temperature reset
• Minimum outside air damper control
• Zone damper position
• Humidifier control
VAV AHU (1) —Aaon RTU
Control Point Qt
Supply fan start/stop 1
Supply fan status 1
Return fan start/stop 1
Return fan status 1
Fan variable-volumespeed 2
Supply air temperature 1
Duct static pressure 1
Freezestat 1
New
New Valve
Valve Qty Valve Actuator
Chilled water 1 X X
AHNSON
COMS Confidential and Proprietary 18
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Programmed Sequences:
• Optimum start/stop of air handling units
• Scheduling and unoccupied setup & setback
• Supply air temperature reset
• Minimum outside air damper control
• Fan speed control
• Economizer cycle
VAV Terminal(3)
Note: Replaces existing Delta DDC VAV box controls
Control Point Qt
Duct static pressure 3
Terminal CFM 3
Electric reheat 3
Space temperature 3
Programmed Sequences:
• Scheduling and unoccupied setup & setback
• Space temperature control
Cable Studio Facility
New Cable TV Studio Computer Room Unit
• A dedicated cooling unit will be added to the master control room in the cable TV studio to provide
cooling to equipment that runs constantly. This will allow for night setup and setback controls in this
area.
DX Unit(5)
Notes
1. Four(4)existing units and one (1) new unit
2. Existing VVT controls for the four(4)existing units will remain in place& continue to provide space
temperature control of each zone
Control Point Qt
Unit start/stop 5
Space temperature 5
Programmed Sequences:
• Optimum start/stop of DX units
• Scheduling and unoccupied setup&setback
DEMOLITION:
Not applicable.
(DCRf 4 Confidential and Proprietary 19
City of Fort Worth— Phase II Performance Contract Schedule 1:1
EXCLUSIONS:
• Repairs to existing fire & smoke controls and associated wiring. During construction, JCI will inspect
existing AHU fire stats& smoke detectors and provide deficiency report to the Owner.
• Lighting controls
• Computer workstations
• Repairs to existing pneumatic controls,tubing and equipment
• Visual or audible alarms
• City Ethernet wiring
• Existing double-duct mixing box controls
• Existing VAV box controls, unless specifically noted elsewhere in this Schedule
• Existing VVT controls serving the Cable Studio facility
COMMISSIONING:
Operational acceptance tests will be conducted for all new DDC controls. Three (3)copies of operational
acceptance tests will be provided to Owner at completion of construction phase.
TRAINING:
Two(2)days of on-site training will be provide for designated Owner personnel
WARRANTIES:
• One(1)year warranty on materials and labor beginning at the date of Substantial Completion.
• New JCI Metasys DDC controls, control valves, control dampers &valve/damper actuators are
covered by a three (3)year warranty on materials only beginning at the date of Substantial
Completion.
J811SON
MNM Confidential and Proprietary 20
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-5.1 CENTRAL LIBRARY: POWER FACTOR CORRECTION
This improvement measure includes the installation of new power factor correction equipment for one (1)
existing electric meter serving the entire Central library complex.
GOALS:
• Eliminate power factor penalty cost for each meter location listed in this improvement measure
ASSUMPTIONS:
• Capacitors will be installed inside the facility's electrical/mechanical room
• Kvar size is based on 30% design
• Kvar size is reduced to account for Phase III PC Project lighting retrofit(as indicated in Meter
Addresses table below)
FINAL ENGINEERING:
Final engineering will include final Kvar sizing, installation location and disconnect requirements.
SCOPE OF WORK:
• Fumish and install the necessary power factor capacitance at each of the following service addresses
and ESI ID accounts to maintain a minimum power factor of 95%.
• New equipment shall be industrial grade UNIPAK power factor correction capacitors, or equal.
Capacitors are NEMA 3R enclosed devices measuring roughly 18" W x 21" H x 16" D to 33" W x
25"W x 20" W.
• Installation of new disconnect, such as a correctly sized breaker.
• Capacitors will run continuously but require very little cost to operate, less than .5 watts per Var(ex.
300 kvar capacitor equates to 150 watt light bulb).
• Installation will not require any interruption of service or outage of power.
• Capacitors are of a low-voltage type (480 volts)and will be connected to an existing switchgear or a
subpanel.
• Capacitors will be installed in a location that will not hinder the day to day efforts of facility
maintenance personnel.
Meter Addresses
Reduced
Estimated for Future
Kvar Lighting
Service Address ESI ID# Size Retrofit
500 W 3rd St 10443720007500623 250 X
DEMOLITION:
Not applicable.
T Confidential and Proprietary 21
City of Fort Worth— Phase II Performance Contract Schedule 1:1
EXCLUSIONS:
Not applicable.
COMMISSIONING:
Power factor measurements will be recorded before and after capacitor installation is complete. Three(3)
copies of power factor measurements will be provided to Owner at completion of construction phase.
TRAINING:
One (1) hour of on-site startup training will be provided to designated Owner personnel
WARRANTIES:
Five (5)year warranty on materials and labor beginning at the Installation Date of the new capacitors
CONTM�LS�sJt V
Confidential and Proprietary 22
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-6.1 CENTRAL LIBRARY: CENTRAL PLANT - NEW CHILLERS& PUMPS&
CONVERSION OF AAON RTU TO CHILLED WATER
This improvement measure includes chiller & associated pump replacements at the Central
library Central Plant and the replacement of the existing Aaon RTU DX cooling coils and
compressors with new chilled water coils.
GOALS:
• Improved indoor temperatures
• Improved chiller reliability
• Upgrade of outdated inefficient chillers. Existing chillers are over 20 years old.
• Install new efficient chillers that utilize current refrigerant technologies. Existing chiller refrigerants
have been phased out is and are no longer manufactured.
• Improved Aaon RTU VAV operation
• Utility savings
• Operation & maintenance savings
• Capital project savings
ASSUMPTIONS:
• Based on JCI's detailed audit analysis, current peak cooling load is approximately 350 tons(includes
areas served by existing Aaon RTU).
• Equipment performance requirements are based on 30% design.
• Chiller full load kW/ton efficiency ratings were derived from working with contractors and chiller
vendors for these chiller capacities and represent a minimum level of performance.
FINAL ENGINEERING:
• Development of construction drawings and equipment submittals
• Finalize equipment performance requirements
• Analyze new chiller full load kW/ton and IPLV efficiency ratings to determine the best chiller
selections
T Confidential and Proprietary 2 �r ' :`. r ::'
City of Fort Worth— Phase II Performance Contract Schedule 1.1
SCOPE OF WORK:
Central Plant
New Chillers
• Provide and install two (2) new high-efficiency centrifugal chillers designed for variable speed primary
pumping systems.
• Install new chiller starter panel for 460 VAC at chiller manufacturers specified maximum ampacity.
• Replace existing chilled and condenser water isolation valves at the inlet and outlet of each chiller
with new isolations valves, total of eight(8).
Designation Chiller# 1 &2
Min Tons 200
Min Full Load kW/ton 0.60
Evap GPM 480
Evap Lvg Wtr Temp, F 44
Evap Max. DP, Ft Wtr 20
Evap Min Fouling Factor .0005
Cond GPM 600
Cond Ent Wtr Temp, F 85
Cond Max. DP, Ft Wtr 20
Cond Min Foulin Factor 0005
Volt/Phase/Hz 460/3/60
Refrigerant monitoring
• Provide necessary upgrades associated with ASHRAE-15 standards.
New Chilled and Condenser Water Pumps
• For each new chiller, provide and install new primary chilled water and condenser water pumps with
premium efficiency motors.
• Replace existing chilled and condenser water isolation valves at the inlet and outlet of each pump
with new isolations valves, total of eight(8).
Duty Chiller#1 &2 Chiller#1 &2
Condenser Evaporator
GPM 600 480
TDH Ft Wtr 90 110
Pump Min Eff% 75 75
Motor HP Min 20 30
Motor Min Eff% 91 91
RPM 1,750 1,750
Volt/Phase/Hz 460/3/60 460/3/60
Type Split Case Split Case
New Chilled Water Pumps VFD Units
• Provide new VFD unit for each chilled water pump.
404MN
CONTF Confidential and Proprietary 24
City of Fort Worth— Phase II Performance Contract Schedule 1.1
Aaon RTU Conversion
New Cooling Coil
• Install a new chilled water cooling coil sized to fit the existing Aaon RTU.
• New chilled water coil will be sized for 100-tons cooling capacity
• 0.10 in wg air pressure drop
• 312 gpm of chilled water
• The existing coil drain pan will be cleaned and confirmed with unit manufacturer to meet all
engineering standards for the reconditioned RTU AHU
• Provide and install new strainer with appropriate size
• Provide and install isolation valves.
New control valve
• Install a new two-way chilled water control valve.
New Piping and Insulation
• Provide and install new chilled water piping from the Central Plant up to existing roof and across to
existing Aaon RTU. All piping shall be supported off the roof with approved pipe supports that allow
for insulation, expansion and contraction.
• All new piping shall be schedule 40 plain end steel piping with weld fittings and arch welded joints in
compliance with ASHRAE and local code standards.
• Provide and install insulation on all new piping. Meet or exceed existing conditions.
• Pipe insulation to match existing thickness, with Zeston covers at pipe fittings.
• Furnish piping identification that identifies the system the piping serves and the direction of fluid flow.
Strainers
• Existing strainer screens serving AHU coils and chilled, condenser& heating water pumps will be
removed, cleaned &re-installed. If existing strainer screens and/or strainer bodies serving these
AHU coils&pumps are no longer functional,JCI will replace with new equipment.
• New strainers will be installed for all new pumps & new AHU coils(in locations where existing
strainers do not exist).
DEMOLITION:
• Isolate each chiller by closing the existing isolation valves prior to starting the demolition activity.
• Remove existing Central Plant West Window wall for access of removing old equipment and installing
new equipment.
• Existing wall openings will be secured each night.
• Window wall will be reinstalled and any glass panes cracked or broken will be replaced with glass of
the same thickness and strength as existing.
• Remove and dispose the two existing chillers in phasing strategy that addresses one chiller at a time
• Recover and dispose R11 refrigerant in accordance with local, state and federal codes.
• Repair and or repaint all existing finishes that become marked or discolored by demolition,this
includes the floor.
• Remove existing Aaon RTU DX cooling coils and compressors.
EXCLUSIONS:
• Upgrades and repairs to
existing electrical service
N
CONTF Confidential and Proprietary 25
City of Fort Worth— Phase II Performance Contract Schedule 1.1
COMMISSIONING:
• Provide Testing Adjusting and Balancing (TAB) of new chillers, new pumps and new Aaon RTU
chilled water coil.
• Chiller manufacturer shall perform ARI Factory Certified Performance Test at 20,40, 60, 80 and 100
percent loads.
• New chiller manufacturer on-site startup tests.
• Three(3)copies of TAB, ARI Factory Certified Performance Test&Startup Test reports will be
provided to Owner at completion of construction phase.
TRAINING:
Four(4)hours of on-site factory supervised training will be provided for designated Owner personnel
WARRANTIES:
• One(1)year warranty on materials and labor beginning at the date of Substantial Completion.
• New chiller compressors are covered by a five(5)year warranty on materials only beginning at the
Shipping Date.
mNnVWN Confidential and Proprietary 26
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-7.1 FWCC: POWER FACTOR CORRECTION
This improvement measure includes the installation of new power factor correction equipment for four(4)
existing electric meters serving the following FWCC facilities located at 1101 Commerce St, 1108
Commerce St, 1208 Commerce St and 1201 Houston St.
Facility ESI ID# Service Address Buildings Served
FWCC 10443720002594622 1101 COMMERCE ST Central Plant
FWCC 10443720002595645 1108 COMMERCE ST East Exhibit Hall,West Exhibit Hall,
Kitchen, Parking Garage
FWCC 10443720002595676 1208 COMMERCE ST South Exhibit Hall, Ballroom, Grand
Lobby,West Lobby,West Meeting
Rooms
FWCC 10443720008510973 1201 HOUSTON ST JArena, Secondary Chw/Hw Pumps
(serving Annex, East Exhibit Hall,
West Exhibit Hall
GOALS:
• Eliminate power factor penalty cost for each meter location listed in this improvement measure
ASSUMPTIONS:
• Capacitors will be installed inside the facility's electrical/mechanical room
• Kvar sizes are based on 30%design
• Kvar sizes for two(2)meters are reduced to account for Phase III PC Project lighting retrofit(as
indicated in Meter Addresses table below)
FINAL ENGINEERING:
Final engineering will include final Kvar sizing, installation location and disconnect requirements.
SCOPE OF WORK:
• Furnish and install the necessary power factor capacitance at each of the following service addresses
and ESI ID accounts to maintain a minimum power factor of 95%.
• New equipment shall be industrial grade UNIPAK power factor correction capacitors, or equal.
Capacitors are NEMA 3R enclosed devices measuring roughly 18" W x 21" H x 16" D to 33" W x
25"W x 20"W.
• Installation of new disconnect, such as a correctly sized breaker.
• Capacitors will run continuously but require very little cost to operate, less than .5 watts per Var(ex.
300 kvar capacitor equates to 150 watt light bulb).
• Installation will not require any interruption of service or outage of power.
• Capacitors are of a low-voltage type (480 volts) and will be connected to an existing switchgear or a
subpanel.
• Capacitors will be installed in a location that will not hinder the day to day efforts of facility
maintenance personnel.
41
T Confidential and Proprietary 27
City of Fort Worth— Phase II Performance Contract Schedule 1.9
Meter Addresses
Reduced
Estimated for Future
Kvar Lighting
Service Address ESI ID# Size Retrofit
1201 Houston St. 10443720008510973 425 X
1101 Commerce St 10443720002594622 400 NA
1208 Commerce 10443720002595676 80 X
1108 Commerce 10443720002595645 100 NA
DEMOLITION:
Not applicable.
EXCLUSIONS:
Not applicable.
COMMISSIONING:
Power factor measurements will be recorded before and after capacitor installation is complete. Three(3)
copies of power factor measurements will be provided to Owner at completion of construction phase.
TRAINING:
One (1) hour of on-site startup training will be provided to designated Owner personnel
WARRANTIES:
Five (5)year warranty on materials and labor beginning at the Installation Date of the new capacitors
MAHSN
LS Confidential and Proprietary 28
City of Fort Worth— Phase II Performance Contract Schedule 1.1
UCRM-8.1 CITY HALL: POWER FACTOR CORRECTION
This improvement measure includes the installation of new power factor correction equipment for one (1)
existing electric meter serving the entire City Hall complex.
GOALS:
• Eliminate power factor penalty cost for each meter location listed in this improvement measure
ASSUMPTIONS:
• Capacitors will be installed inside the facility's electrical/mechanical room
• Kvar size is based on 30% design
FINAL ENGINEERING:
Final engineering will include final Kvar sizing, installation location and disconnect requirements.
SCOPE OF WORK:
• Furnish and install the necessary power factor capacitance at each of the following service addresses
and ESI ID accounts to maintain a minimum power factor of 95%.
• New equipment shall be industrial grade UNIPAK power factor correction capacitors, or equal.
Capacitors are NEMA 3R enclosed devices measuring roughly 18" W x 21" H x 16" D to 33" W x
25"W x 20"W.
• Installation of new disconnect, such as a correctly sized breaker.
• Capacitors will run continuously but require very little cost to operate, less than .5 watts per Var (ex.
300 kvar capacitor equates to 150 watt light bulb).
• Installation will not require any interruption of service or outage of power.
• Capacitors are of a low-voltage type (480 volts)and will be connected to an existing switchgear or a
subpanel.
• Capacitors will be installed in a location that will not hinder the day to day efforts of facility
maintenance personnel.
Meter Addresses
Reduced
Estimated for Future
Kvar Lighting
Service Address ESI ID# Size Retrofit
1000 Monroe St 10443720005580295 250 NA
DEMOLITION:
Not applicable.
EXCLUSIONS:
Not applicable.
aXn&tWN Confidential and Proprietary 29
City of Fort Worth— Phase II Performance Contract Schedule 1.1
COMMISSIONING:
Power factor measurements will be recorded before and after capacitor installation is complete. Three(3)
copies of power factor measurements will be provided to Owner at completion of construction phase.
TRAINING:
One(1)man-hour of On-site startup training will be provided to designated Owner personnel
WARRANTIES:
Five(5)year warranty on materials and labor beginning at the Installation Date of the new capacitors
POS
CUqTT Confidential and Proprietary 30
City of Fort Worth— Phase 11 Performance Contract Schedule 1.1
This Schedule is attached to and made a part of the Performance Contract between JOHNSON
CONTROLS INC. and the CITY OF FORT WORTH.
Johnson Co ols, Inc.
Signature:
Printed Name: Richard Harvey
Title: Regional Solutions Manager
Date:
o rt orth City of Fort Worth
Signature Signature:
Printed Name: Marc Ott Printed Name: Robert Goode
Title: Assistant City Manager Title: Director,Transportation and
Public Works(TPW)
Date: ��0(p Date:
City of Fo orth f4 City of Fort Worth
Signature: Signature: •
Printed Name: Amy msey Printed Name: Marty Hendrix
Title: Assistant City Attorney Title: City Secretary
Date: o 2 Date: a2— X4
t-'00NTjj@g ,
' N
Confidential and Proprietary 31
City of Fort Worth— Phase II Performance Contract Schedule 2.1
ASSURED PERFORMANCE GUARANTEE SCHEDULE
1. DEFINITIONS. The following terms are defined for purposes of this Schedule as follows:
Annual Guaranteed Project Benefits are the portion of the Total Guaranteed Project Benefits
guaranteed to be achieved in any one year of the Term, calculated and adjusted as set forth in this
Schedule.
Annual Project Benefits are those measured and stipulated savinss that occur in any year of the
Term.
Excess Project Benefits are the amount by which the Annual Project Benefits exceed the Annual
Guaranteed Project Benefits in any year of the Term.
Installation Period means the period between the Commencement Date and the first day of the
month following the Substantial Completion Date.
Project Benefits are those measured savings or program credits that are achieved and calculated as
set forth in the Reconciliation section of this Schedule.
The Term of the Assured Performance Guarantee shall be 120 months and shall commence on the
first day of the month following the Substantial Completion Date
Total Guaranteed Project Benefits are the amount of measured savings or program credits that are
guaranteed to be achieved, calculated and adjusted as set forth in this Schedule.
Total Project Benefits are the amount of measured savings or program credits that are actually
achieved, calculated and adjusted as set forth in this Schedule. Total Project Benefits include all
measured savings or program credits that are achieved both during the Installation Period and during
each year of the Term.
2. GUARANTEE. JCI guarantees that the Customer will generate $3,738,646 during the Term of this
Assured Performance.Guarantee Schedule, calculated and adjusted as set forth in this Schedule. If
the Annual Project Benefits in any year of the Term are less than the Annual Guaranteed Project
Benefits for that year, JCI shall pay or credit the Customer with the difference, as described in this
Schedule. Such payment or credit shall be the sole and exclusive remedy of the Customer for any
failure by JCJ to achieve Annual Guaranteed Project Benefits under this Performance Contract,
including any alleged breach of any other express or implied warranty of Project Benefits. JCI may
credit any Excess Project Benefits, in whole or in part, toward the Annual Project Benefits in any
future yea"f the Term.
3. RECONCILIATION. Within 60 days after the Substantial Completion Date, or earlier if otherwise
specified in this Performance Contract, JCI will calculate the Project Benefits achieved during the
Installation Period and advise the Customer of the amount of such Project Benefits. For purposes of
the Installation Period reconciliation, such Project Benefits shall be reconciled at the end of the Year 1
guarantee period.
The frequency and the methods of reconciliation to be used during the Term shall be approved by the
Customer at the time that this Performance Contract is executed and are defined in the Exhibits
attached to this Schedule. Except by mutual agreement of the parties, no changes to the frequency
or methods of reconciliation may be made during the Term; but, if a utility providing energy to the
Customer modifies its method of billing during the Term, or if the Customer changes its utility
suppliers or method of purchasing, JCI may, at its option and with concurrence of the City, adjust
the reconciliation methods to methods appropriate to the utility's revised method of billing.
1
CONTROLS Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 2.1
4. CHANGES IN USE. The Customer agrees to notify JCI, within five (5) business days, of any actual
change or intended change, whether before or during the Term, in the use of any facility to which
this Schedule applies, or of any other condition arising before or during the Term, that reasonably
could be expected to change the amount of energy used at any facility to which this Schedule applies.
Such a change or condition would include, but is not limited to: changes in the primary use of any
facility; changes in occupancy; changes to the hours of operation of any facility; changes or
modifications to the Equipment or Services provided under this Performance Contract; changes in
utility suppliers, method of utility billing, or method of utility purchasing; improper maintenance of the
Equipment or of any related equipment other than by JCI; changes to the Equipment or to any facility
required by changes to local building codes; or additions or deletions of energy-consuming equipment
at any facility. Such a change or condition need not be identified in this Schedule in order to permit
JCI to make an adjustment.
Upon receipt of such notice, or if JCI independently learns of any such change or condition, JCI and
customer shall calculate and send a notice of adjustment to the Project Benefits to reflect the impact
of such change or condition, and the adjustment shall become effective as of the date that the change
or condition first arose. Should the Customer fail to provide JCI with notice of any such change or
condition, JCI and customer may make reasonable estimates as to the impact of such change or
condition and as to the date on which such change or condition first arose in calculating the impact of
such change or condition, and such estimates shall be conclusive.
5. USE OF JCI EQUIPMENT AND SERVICES. This Assured Performance Guarantee Schedule is
associated with the Planned Services Agreement Contract, and if the Customer cancels or otherwise
breaches the Planned Services Agreement Contract,this Assured Performance Guarantee Schedule
shall automatically terminate. If the Customer discontinues use of any of the Equipment, or if the
facilities covered by this Schedule are not in full compliance with local building codes, JCI and
customer may calculate an adjustment to the Project Benefits as set forth in paragraph 4 of this
Schedule by sending written notice to the Customer.
6. PROJECT BENEFITS SHORTFALLS. If the Annual Project Benefits during a specific year of the
Term, plus amounts credited from the Installation Period and earlier years of the Term, are less than
the Annual Guaranteed Project Benefits for that year, JCI may apply the difference against any
unpaid balances from the Customer then existing under the Performance Contract. Upon the mutual
agreement of the parties, JCI may also provide additional products or services, in the value of the
shortfe), at no additional cost to the Customer. Where shortfalls have occurred, JCI reserves the
right,subject to the approval of the Customer,which shall not be unreasonably withheld, to implement
additional operational improvements or conservation measures, at no cost to the Customer, that will
gemrat"dditional Project Benefits in future years of the Term.
The following Exhibits are attached and made part of this Schedule:
Exhibit 1 Annual Guaranteed Project Benefit Allocation
Exhibit 2 This exhibit purposely left out of this agreement
Exhibit 3 Utility Bill Comparison Project Benefits
Exhibit 4 This exhibit purposely left out of this agreement
Exhibit 5 Unit Utility Rates and Costs
Exhibit 6 Baselines, Pre-Retrofit Conditions, Models
Exhibit 7 Post-Retrofit Conditions
Exhibit 8 Responsibilities of JCI and the Customer
= J911SON
Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 2.1
This Schedule is attached to and made a part of the Performance Contract between JOHNSON
CONTROLS INC. and the CITY OF FORT WORTH.
Johnson Controls, Inc.
Signature: AIL )C,.
Printed Name: Richard Harvey 7z
Title: Regional Solutions Manager
Date:
City of Fort Worth City of Fort Worth
f
Signature: Signature:
Printed Name: Marc Ott Printed Name: Robert Goode
Title: Assistant City Manager Title: Director,Transportation and
Public Works(TPW)
Date: r7 Date: 2Zz
111
City of Fort Worth= City of Fort Worth
Signature: Signature:
Printed Name: Amy Rmsey Printed Name: Marty Hendrix
Title: Assistant City Attorney Title: City Secretary
Date: Date:
CONTT SAWN
Confidential and Proprietary 3
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 1
ANNUAL GUARANTEED PROJECT BENEFIT ALLOCATION
` Guaranteed Guarantaad
Utility Cflst Paqleci
r Svirlgs ler aftt
1 $342,854 $342,85
2 $343,073 $343,07
3 $343,298 $343,29
4 $353,597 $353,59
5 $364,205 $364,20
6 $375,131 $375,131
7 $386,385 $386,38
8 $397,976 $397,97
9 $409,916 $409,91
10 $422,213 $422,21
Totals 1 $3,738,646 $3,738,64
Note 1: For Year 1, calculation of savings generated shall commence on the date immediately
following the date of Substantial Completion. For example, if Substantial Completion is
achieved on October 31, 2006, then the calculation of savings for Year 1 will begin on
November 1, 2006. If the Substantial Completion date is delayed for any reason, and
Substantial Completion is actually achieved on a date subsequent to October 31, 2006,
then the commencement of the calculation of savings for Year 1 will be adjusted to begin
on the date immediately following the date that Substantial Completion is actually achieved.
For example, if actual Substantial Completion occurs on November 15, 2006, then
calculation of the savings for Year 1 will not commence until November 16, 2006.
CONTF Confidential and Proprietary
City of Fort Worth— Phase II Performance Contract Schedule 2A
Exhibit 3
UTILITY BILL COMPARISON (UBC) PROJECT BENEFITS
Utility Bill Comparison Savings Calculation
In the Utility Bill Comparison Guarantees(UBC), utility savings are verified by analysis of the actual utility
bills. This process involves development of a utility bill historical baseline, along with suitable baseline
parameters(such as weather, occupancy, and equipment)to document operational conditions prior to the
start of the retrofit process. The baseline thus established becomes the benchmark where by 6ture
energy savings are determined.
In this case the term utility bills actually refers to the consumption measurement(kWh of electricity, Mcf of
gas, or Gallons of water)and demand measurement(kW of electric)reported on the monthly utility billing.
The baseline parameters are developed with respect to the consumption and demand readings, thus
isolating the impact of rate tariff changes on the bottom line utility cost.
The program used to develop the baselines and calculate savings will be Metrix. Metrix is a third party
software package, developed for Performance Contracting UBC guarantees. Metrix is referred to as the
"program"in the remainder of this section.
Spreadsheet calculations may be utilized for baseline modifications during the term of this Agreement.
Baseline inputs and pre-retrofit conditions can be found in Exhibit 6.
Cost analysis spreadsheets will be utilized to calculate the difference between pre-project and post-
project power factor penalty charges.
The following pages detail the UBC methodology for City of Fort Worth.
IV
Ca Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 3
Utility Bill Comparison Guarantee
A. Objectives
In order to accurately assess the effectiveness of a performance contract, it is necessary to be able to
make comparisons of pre-retrofit and post-retrofit conditions under similar terms. To do this, Base
Lines are established to document pre-retrofit conditions and serve as the basis for post-retrofit
analysis. For the purpose of this schedule "Baseline" is defined as a specific period of time and any
data, used for, or resulting from, the analysis of that period.
The following methodology will be used to calculate unit savings:
a. The program applies baseline data for the specified "tuning period" to the regression calculation
detailed in 1(c)or 1(d).
b. The program attempts to establish a relationship between utility consumption or demand and the
independent variable(s) (e.g. HDD, CDD, User definedl, etc.). Coefficient(s)of consumption per
unit will be tuned and documented for variables where such a relationship can be established.
c. During the post retrofit period the pre-retrofit coefficients and the post retrofit variable data are
applied to the regression calculation to adjust for differences in conditions. This projects an
adjusted baseline which represents what would have been consumed had no facility improvement
measures been implemented.
d. The units saved are equal to this adjusted baseline minus the actual consumption for the billing
period. The adjusted baseline referred to in this document is equivalent to the"baseline scenario"
in Metrix.
The regression analysis methodology used in this agreement is capable of making adjustments for
changes in base load, heating degree-days, cooling degree-days, and up to three other variables.
The inclusion of any variables will be mutually agreed upon by JCI and the Customer and supported
by regression analysis documentation. In addition, some consumption may be allocated to tuning
period modifications if any are defined.
B. Application of Regression Analysis Calculation
1. Definitions
(a) Base Line - The Base Line(s) shown in Exhibit 6 illustrates the relationship(s) of each utility
consumption to independent variables during a representative pre-retrofit tuning period. The Base
Line is determined by utilizing the Regression Analysis Calculations defined in sections 1(c)and 1(d)
and documented in Exhibit 6.
(b) Adjusted Base Line - The Adjusted Base Line(s) estimates post-retrofit utility consumption
using the same Regression Analysis Calculation as shown on Exhibit 6 plus any modifications (as
described in section 2(c). The Adjusted Base Line represents an estimate of utility consumption had
no Facility Improvement Measures been implemented.
(c) Regression Analysis Calculation - Regression Analysis is the means by which the
relationship(s) between utility consumption and other variables is determined. The relationships
documented on Exhibit 6a were established using Abraxas Energy Consultant's MetrixTM utility
accounting software program. Following is the equation utilized to both establish the Base Line and
serve as the basis for post-retrofit analysis:
The inputs and outputs to the equation vary depending on whether the equation is being applied to
the pre-retrofit tuning period or the post retrofit tracking period. Once the coefficients B, DH, DIc, D1,
T Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 3
D2, D3 and the base temperatures TBH,TBc have been obtained by regression, they remain fixed and
are used to derive adjusted meter consumption for all future time periods.
E=B*At+DH*HDD(TBH)+Dc*CDD(TBc)+D,*U,+D2*U2+D3*U3
where:
E = Adjusted Base Line Consumption throughput through meter. During the post retrofit
period this value represents what the consumption would have been under current conditions
(weather,etc.)had no Facility Improvement Measures(FIMs)been implemented.
B = Base load consumption per unit of time (Utility Units/day), that part of the meter
consumption that is independent of(cannot be correlated to) any d'the independent variables,
including the degree-days. This consumption will be present no matter what the weather
conditions or other independent variables are. This fixed value, dependent only on the number of
days in the period being evaluated, is determined when defining the Base Line.
,&t = Time interval (days) in analysis period.
DH, Dc = Coefficients for Heating and Cooling Degree-days (Utility units/deg-day). These fixed
values, which are determined when defining the Base Line, define the sensitivity of consumption
to changes in weather.
HDD, CDD = Heating and Cooling degree-days (°F-day or°C-day)for the period being analyzed;
TBH, TBc = Heating and Cooling degree-day base (or balance point) temperatures (°F or °C) upon
which the HDD and CDD values are derived. These balance point temperatures represent the
outdoor air temperature at which utility consumption or demand begins to react to any further
change in outdoor temperature. When outdoor air temperature is equal to balance point
temperature heat loss= heat gain.
DI = Coefficients for user defined variable 1 (1=1,2,3 for any one meter). These coefficients (or
relationships)are determined when defining the Base Line.
UI = Value of independent user variable 1 (1=1,2,3 for any one meter) for the period being
analyzed. A maximum of three optional user defined variables (e.g., occupancy hours,
production rates, square footage)can be included in the fit to any one meter.
(d) Regression Analysis Calculation for Demand - The Metrix program treats demand differently
than consumption since demand is an instantaneous value and consumption is a value totaled over
time. As can be seen in the following calculation demand, is not dependent on the number of days in
the billing period. Rather, demand is a function of a fixed base load component and a variable
component which is sensitive to changes in the independent variables. Instead of cumulative degree-
days, the regression calculation for demand uses the average temperature difference between the
balance point temperature and the average daily temperature. The average temperature difference is
calculated by dividing the total DD in the billing period by the#of days in the period as shown in the
following equation. The units for the heating and cooling coefficients are kW per DD per day. The
equation shows kW as the demand unit but any appropriate demand unit may be used.
kWb...=Offset_Coefficient+DD_Coefficient x( DDS )
#Days
where kWbase= kW for the baseline scenario for the current bill period(per)
Offset_Coefficient=the demand value that is not associated to weather
DD_Coefficient= relationship of demand to weather(e.g. kW/DD)
DD(per)=degree days for the current bill period (heating or cooling)
oT Confidential and Proprietary 3
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 3
#Days(per)= number of days in the current bill period
2. Base Line Calculations
Following is a summary of how a Base Line is developed:
2a. Select a Tuning Period-The first step in developing a Base Line is to identify a pre-retrofit
period of time that is representative of physical and operational conditions within the premises. In
MetrixTm, this period of time is known as the Tuning Period.
Baseline tuning data outlined in Exhibit 6 of this Schedule is for June 2004 to May 2005.
2b. Identify Relationships of Consumption to Independent Variables - The Regression Analysis
Calculation shown in section 1(c) or 1(d)) is then applied to each individual utility item during the
selected Tuning Period against one or more independent variables. The resultant relationship(s) of
utility consumption as a function of time, weather and other independent variable(s) is represented by
the Regression Analysis Calculation as shown on Exhibit 6.
2c. Modifications to the Base Line
A modification is made up of a # of units to be applied, a time period to apply the units, and a
description of why the modification is being applied.
(1) Annual Periodic Modifications. Annual Periodic Modifications are used to adjust the base line
consumption for anomalies that occurred during the Tuning Period because of operational procedures
or abnormal conditions that occured. These "out of line" consumption periods cause the regression
equation to over or under predict consumption. A modification helps to fit the equation's predicted
value to the actual value that occurred during the tuning period. Future consumption can be
predicted with a high degree of confidence once the predicted and actual tuning period consumption
are matched properly. Annual Periodic Modifications for the Project are identified on Exhibit 8.
(2) Additional Modifications. During the term of the Agreement, it may also be necessary to make
modifications to the base line, as a result of physical or operational changes within the premises that
are beyond the agreed upon conditions as shown on Exhibit 8 of this schedule and as implied by the
base line values of any independent user variable as defined in section B-1(c) and documented on
Exhibit 6.
3. Utility Consumption Savings
For each time period being evaluated, an Adjusted Base Line is calculated by performing the
Regression Analysis and applying to it any necessary modifications. This Adjusted Base Line
represents the utility consumption that would have occurred if the retrofits had not been implemented.
Utility consumption savings is the difference between the Adjusted Base Line consumption and the
actual post-retrofit consumption for the same period.
4. Utility Cost Savings
Utility cost savings is the result of applying the appropriate utility unit costs to the utility units. The
method of selecting unit costs is documented on Exhibit 5 and will be used throughout the term of the
agreement to assign costs to the physical units. The following describes the three possible cost
calculation methods:
1 - Single Rate-The "single utility rate" method uses the rate modeling capabilities of the Metrix
program. This method applies the same rate to all of the scenarios within the program. The
individual rate parameters are documented on Exhibit 5.
J@J11ON
4M Confidential and Proprietary 4
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 3
2-Multiple Rate-The "multiple utility rate"method also uses the rate modeling capabilities of the
Metrix program. This method allows different rates to be attached to the scenarios within the
Metrix program. This method may be used if savings are expected from a JCI initiated rate
change.The individual rate parameters are documented on Exhibit 5.
3 - Average Cost of Consumption and Average cost of Demand - The "average cost per unit"
method allows the program to calculate savings using a simpler strategy. Dollar savings are
equal to the physical unit difference between the baseline scenario and the actual scenario (units
saved) multiplied by the appropriate unit cost. The appropriate unit cost is equal to the average
unit cost for the current billing period or the minimum unit cost as defined on Exhibit 5, whichever
is greater.
Total dollar savings is the sum of the utility cost savings from each utility type plus any other savings
as identified in attachment(s).
5. Miscellaneous Adjustments
5a. The various obligations and commitments undertaken by JCI in this Performance Contract are
based in part on the assumption that Customer's Facilities are and will remain in full compliance with
all applicable building codes, all equipment of Customer will be maintained in proper operating
condition, and all equipment of the Customer will be operated in accordance with the terms of this
Agreement. In the event JCI determines or becomes aware that building codes are not being
adhered to or that the Customer's equipment is not being maintained in proper operating condition or
that the Customers equipment is not being operated in accordance with Exhibit 8, JCI shall be
entitled to make such adjustments as may be necessary to the calculations used to determine energy
savings in order to reflect the effects of non-compliance with building codes and/or improper
operating condition of Customer's equipment.
5b. The services performed and Equipment provided by JCI under this Performance Contract are
intended to operate and be used as a total package to achieve optimum eiergy efficiency for
Customer under this Performance Contract. In the event Customer disables, disconnects, or
otherwise ceases to use or overrides any or all service(s) or Equipment provided by JCI under this
Performance Contract, JCI shall be entitled to make such adjustments as may be necessary to the
calculations used to determine energy savings in order to reflect the effects of such action by
Customer.
5c. Customer and JCI acknowledge that the method of billing used by the applicable utility providing
the energy source may be modified or subject to variation during the term of this Performance
Contract. In such event, the calculations used to determine energy savings shall be subject to such
adjustments as necessary to equate the modified or varied method of billing to the method in effect at
the time the relevant billing variables were incorporated into this Performance Contract.
ONOL-twN
TFConfidential and Proprietary 5
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
UNIT UTILITY RATES AND COSTS
The unit energy costs by month for Base year of the Guarantee are set forth below and shall be used for
all calculations made under this Schedule. Escalation rates that will be applied to Project Benefits are
included in Table 1 at the end of this Exhibit.
ELECTRICITY RATE SCHEDULE ANALYSIS
ELECTRIC UTILITY ACCOUNTS—City of Ft. Worth
Sidte
WRMC 10443720005581504 1408 RIP JOHNSON DR Burnett Bldg, West Arena,
Justin Arena, Richardson-Bass
Bldg, 2-Level Parking(east of
Bldg B
WRMC 10443720005581535 3301 W LANCASTER AVE Central Plant, Auditorium,
Coliseum, Exhibits Hall,
Livestock Barns,Ticket Office
& Visitor Info Center
WRMC 10443720008456818 3401 CRESTLINE RD Watt Arena, Moncrief Bldg
FWCC 10443720002594622 1101 COMMERCE ST Central Plant
FWCC 10443720002595645 1108 COMMERCE ST East Exhibit Hall, West Exhibit
Half, Kitchen, Parking Garage
FWCC 10443720002595676 1208 COMMERCE ST South Exhibit Hall, Ballroom,
Grand Lobby, West Lobby,
West Meeting Rooms
FWCC 10443720008510973 1201 HOUSTON ST Arena, Secondary Chw/Hw
Pumps(serving Annex, East
Exhibit Hall, West Exhibit Hall
Central 10443720007500623 500 W 3RD ST Entire Complex
Library I II
City Hall 110443720005580295 11000 MONROE ST JEntire Complex
For all electric accounts, energy-cost conversions were derived from recent City utility billing history
(JUN04-MAY05). As directed by the City, TDU Delivery Charges were determined by subtracting the
previous REP Supply Contract rate of $0.0538779 per kWh from the total bill charges during the utility
billing history of JUN04-MAY05.
All UCRMs that generate kW demand savings, avoided cost includes TDU Delivery Charges and REP
Supply Charges. All UCRMs that generate kWh consumption swAngs only, avoided cost includes REP
Supply Charges.
The following pages also include rate tariffs for power factor penalties and determination of billing
demand for transmission and distribution system charges.
ZAMISON Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
TARIFF FOR RETAIL DELIVERY SERVICE —TXU ELECTRIC DELIVERY COMPANY
The following Sections 5.5.5 and 6.1.1 are derived from Tariff for Retail Delivery Service, TXU Electric
Delivery Company, Revision —Four, Effective Date —August 30, 2004.
5.5.5 Power Factor
If the Power Factor of Retail Customers load is found to be less than 95% lagging as measured at
Meter, Company may require Retail Customer to arrange for the installation of appropriate equipment
on Retail Customers side of the Meter necessary to maintain a Power Factor of not less than 95%
lagging as measured at the Meter, or, at Retail Customers option, to reimburse Company for
installing the necessary equipment on the Delivery System.
Until the proper equipment has been installed to correct the Power Factor problem, the Billing
Demand associated with Retail Customer's use of Delivery Service, as calculated in the appropriate
Rate Schedule in Section 6.1, RATE SCHEDULES, may be adjusted according to the following
formula:
Adjusted Billing Demand = (Billling Demand x .95)/Power Factor
6.1.1 Delivery System Charges
Determination of Billing Demand for Transmission System Charges
Determination of NCP kW
The NCP kW applicable under the Monthly Rate section shall be the KW supplied during the 15
minute period of maximum use during the billing month.
Determination of 4 CP kW
The 4 CP kW applicable under the Monthly Rate section shall be the average of the Retail
Customer's integrated 15 minute demands at the time of the monthly ERCOT system 15 minute
peak demand for the months of June, July, August and September of the previous calendar year.
The Retail Customer's average 4CP demand will be updated effective on January 1 of each
calendar year and remain fixed throughout the calendar year. Retail Customers without pervious
history on which to determine their 4 CP kW will be billed at the applicable NCP rate under the
"Transmission System Charge" using the Retail Customer's NCP kW.
Determination of Billing Demand for Distribution System Charges
Determination of Billing kW
The Billing kW applicable to the Distribution System Charge shall be the higher of the NCP kW for
the current billing month or 80% of the highest monthly NCP kW established in the 11 months
preceding the current billing month (80% ratchet). The 80% ratchet shall not apply to retail
seasonal agricultural customers, as determined by the utility.
J811SON
NN Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
1. Will Rogers Memorial Center(WRMC)
A.WRMC—Original Complex Location: 3301 W. Lancaster Ave.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 2470536298
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.5581535
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF B ILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $ 24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $0.044 per Dist.-kW
* also reference Delivery Charge Riders TC, TRCF, EMC, SCUD,CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $0.00 per kWh
AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $0.01690 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $0.00 per kW
Comments
WRMC — Original Complex includes the following facilities: Central Plant, Auditorium, Coliseum,
Memorial Tower, Exhibit Hall, Livestock Barns, Ticket Office and Visitor Information Center.
TDU Delivery Charge Calculation:
($855,795/ 12,089,460 kWh) -0.0539 $/kWh = 0.0169 $/kWh
J& Confidential and Proprietary 3
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
B.WRMC—Buildings A & B Location: 1408 Rip Johnson Dr.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 2470536298
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.5581504
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 17/G-Large: Sec.Svc.>10 kW, non-IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF BILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge Non-IDR $ 1.19 per NCP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $ 0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
also reference Delivery Charge Riders TC, TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge >500-kW $30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $ 0.00 per kWh
AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $ 0.01410 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $ 0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $ 0.00 per kW
Comments
WRMC —Buildings A & B includes the following facilities: Burnett Building, Richardson-Bass Building, 2-
Level
Level Parking (east of Building B).
TDU Delivery Charge Calculation:
($261,237/3,842,700 kWh) -0.0539 $/kWh = 0.0141 $/kWh
LC(
Confidential and Proprietary 4
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
C.WRMC—Moncrief Building Location: 3401 Crestline Rd.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 2728532086
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.8456818
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 17/G-Large: Sec.Svc.>10 kW, non-IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF B ILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $ 24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge Non-IDR $ 1.19 per NCP-kW
TDU Distribution Charge $ 3.55 per DistAW
TDU System Benefit Fund Rider SBF $0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $0.044 per DistAW
" also reference Delivery Charge Riders TC, TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge 10-kW to 500-kW $ 10.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $ 0.00 per kWh
REP Third-Party Fee $ 0.00 per kWh
AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $0.01670 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $ 0.00 per kW
Retail Electric Provider: REP Supply Charges $0.00 per kW
COMMENTS
WRMC—Moncrief Building includes the Moncrief Building only
TDU Delivery Charge Calculation:
($167,830/2,378,475 kWh)-0.0539 $/kWh =0.0167 $/kWh
a"Arl�" Confidential and Proprietary 5
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
2. Fort Worth Convention Center(FWCC)
A. FWCC —Central Plant Location: 1101 Commerce St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 4847518032
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.2594622
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU)Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF B ILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $ 3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $ 0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
* also reference Delivery Charge Riders TC,TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $ 0.00 per kWh
REP Third-Party Fee $0.00 per kWh
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $0.02160 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $0.06537 per kWh
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $ 0.00 per kW
Retail Electric Provider: REP Supply Charges $ 0.00 per kW
COMMENTS
FWCC—Central Plant includes the Central Plant facility only
TDU Delivery Charge Calculation:
($339,506/4,498,650 kWh) -0.0539 $/kWh = 0.0216$/kWh
C�DNT MJISON Confidential and Proprietary 6
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
B. FWCC —Exhibit Annex/Garage Location: 1108 Commerce St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 5495363312
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.2595645
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF BILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $ 24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $ 0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
* also reference Delivery Charge Riders TC, TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $ 0.00 per kWh
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $ 0.01560 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $ 0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $0.00 per kW
COMMENTS
FWCC — Exhibit Annex/Garage includes the following facilities: East & West Exhibit Halls, Kitchen and
Parking Garage
TDU Delivery Charge Calculation:
($310,746/4,472,933 kWh) -0.0539$/kWh =0.0156$/kWh
IVIIIIAgISON T H, H-s"X�.
MN Confidential and Proprietary
City of Fort Worth— Phase 11 Performance Contract Schedule 2.1
Exhibit 5
C. FWCC —Phase I & II Additions Location: 1208 Commerce St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 5495363312
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.2595676
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF B ILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
*also reference Delivery Charge Riders TC,TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $0.00 per kWh
AVOIDED COST OF E NERGY TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $ 0.01760 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $ 0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $ 0.00 per kW
COMMENTS
FWCC — Phase I & II Additions includes the following facilities: South Exhibit Hall, Ballroom, Grand
Lobby, West Lobby,West Meeting Rooms
TDU Delivery Charge Calculation:
($211,548/2,960,224 kWh) -0.0539 $/kWh =0.0176 $/kWh
CONTF VIWN Confidential and Proprietary 8
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
D. FWCC —Original Complex Location: 1201 Houston St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 5495363312
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.8510973
RATE S CHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF BILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $ 24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $ 0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
also reference Delivery Charge Riders TC, TRCF, EMC, SCUD, CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $ 0.00 per kWh
REP Third-Party Fee $ 0.00 per kWh
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $0.01940 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $0.06537 per kWh
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $0.00 per kW
COMMENTS
FWCC —Original Complex includes the following facilities: Arena, Secondary CHW/HW Pumps(serving
Annex, East&West Exhibit Halls)
TDU Delivery Charge Calculation:
($468,020/6,384,943 kWh) -0.0539 $/kWh =0.0194 $/kWh
`!Wt V
Confidential and Proprietary 9
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
3. Central Library
A. Central Library—Entire Complex Location: 500 W. 3`d St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 4847518032
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.7500623
RATE SCHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU)Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF BILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $0.044 per Dist.-kW
also reference Delivery Charge Riders TC,TRCF, EMC, SCUD,
CMC
TXU Energy Retail: REP Monthly Charge >500-kW $30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $0.00 per kWh
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost $0.01390 per kWh
Retail Electric Provider: REP Supply Charges Unit Cost $0.06537 per kWh
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $0.00 per kW
COMMENTS
Central Library — Entire Complex includes the entire library complex and Community Cable Television
(CCT).
TDU Delivery Charge Calculation:
($380,059/5,609,978 kWh) -0.0539 $/kWh = 0.0139 $/kWh
0� Confidential and Proprietary 10
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
4. City Hall
A. City Hall —Entire Complex Location: 1000 Monroe St.
NAME OF UTILITY
Transmission-Distribution: TXU Electric Delivery Account No.: 5495363312
Retail Electric Provider: Reliant Energy Solutions ESI ID No.: 1044372000.5580295
RATE S CHEDULE ANALYZED(MAY05)
TXU Electric Delivery(TDU) Rate Code/Structure: 16/G-Large: Secondary>10 kW, IDR
Reliant Energy Solutions—TX GLO Elec Sales Agreement Term: JUN05 through MAY09
SUMMARY OF B ILLING COMPONENT CHARGES
TXU Electric Delivery: TDU Customer Charge $ 24.90 per month
TDU Metering Charge $ 16.65 per month
TDU Transmission Charge IDR-metered $ 1.47 per 4CP-kW
TDU Distribution Charge $3.55 per Dist.-kW
TDU System Benefit Fund Rider SBF $0.000655 per kWh
TDU Nuclear Decommissioning Rider NDC $ 0.044 per Dist.-kW
also reference Delivery Charge Riders TC, TRCF, EMC, SCUD,
CMC
TXU Energy Retail: REP Monthly Charge >500-kW $ 30.00 per month
REP Energy Charge $0.0538779 per kWh
REP Applicable Taxes to be determined, varies by jurisdiction
REP Over-Capacity Charge $0.00 per kWh
REP Third-Party Fee $ 0.00 per kWh
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges Unit Cost NA
Retail Electric Provider: REP Supply Charges Unit Cost NA
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Transmission-Distribution: TDU Delivery Charges $0.00 per kW
Retail Electric Provider: REP Supply Charges $ 0.00 per kW
COMMENTS
City Hall—Entire Complex includes the entire City Hall complex and Central Plant.
This account is included for the Power Factor UCRM. Therefore, no unit cost conversions are necessary.
W J@JWN
Confidential and Proprietary 11
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
NATURAL GAS UTILITY RATE SCHEDULE ANALYSIS
NATURAL GAS UTILITY ACCOUNTS —City of Ft. Worth
Fecillasrtt _ unt Nath: �' e
WRMC 174.7371.99.3 BLANK 3300 W. Lancaster Ave. Central Plant, Auditorium,
Coliseum, Exhibits Hall,
Burnett Bldg, West Arena,
Justin Arena, Richardson-Bass
Bldg,Ticket Office&Visitor
Info Center
WRMC 174.7372.99.1 Cattle Barns 1-5 3301 Crestline Rd. Livestock Barns
WRMC 174.7402.99.6 Will Roger Memorial 3401 Crestline Rd. Watt Arena, Moncrief Bldg
FWCC 250.3090.99.1 Convention Center 1000 Commerce St. Kitchen
FWCC 436.3119.99.3 Convention Center 1000 Commerce St. Central Plant
Central 436.6932.99.6 Library 321703 300 Lamar St. Entire Complex
Library
For all natural gas accounts, energy-cost conversions were derived from recent City utility billing history
(JUN04-MAY05). As directed by the City, natural gas charges were determined by subtracting the base
charges from the total bill charges during the utility billing history of JUN04-MAY05.
La
Confidential and Proprietary 12
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 5
1. Will Rogers Memorial Center(WRMC)
A.WRMC —Main Complex (BLANK) Address: 3300 Lancaster Ave.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 174.7371.99.3
RATE SCHEDULE ANALYZED(MAY05)
Atmos Energy(TXU Gas,Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF BILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $ 0.78940 per mcf
30.1-350.0 mcf $ 0.53940 per mcf
>350.0 mcf $ 0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$ per mcf
Rate Case Expense Surcharge Monthly Variable +/-$ per mcf
Franchise Fee $ 0.045650 per$
Occupation Tax $0.020370 per$
AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS
All Charges Weighted Average $ 7.596 per mcf
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
WRMC — Main Complex includes the following facilities: Central Plant, Auditorium, Coliseum, Memorial
Tower, Exhibit Hall, Burnett Building, Richardson-Bass Building, Ticket Office and Visitor Info Center
Avoided Cost of Energy Calculation:
($46,109—($16.54 x 12 months))/6044 MCF= 7.596 $/MCF
J811SON
aWM Confidential and Proprietary 13
City of Fort Worth- Phase II Performance Contract Schedule 2A
Exhibit 5
B.WRMC—Livestock Barns (Cattle Barns 1-5) Address: 3301 Crestline Rd.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 174.7372.99.1
RATE SCHEDULE ANALYZED(MAY05)
Atmos Energy(TXU Gas, Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF B ILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $0.78940 per mcf
30.1-350.0 mcf $ 0.53940 per mcf
>350.0 mcf $0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$ per mcf
Rate Case Expense Surcharge Monthly Variable +/-$ per mcf
Franchise Fee $0.045650 per$
Occupation Tax $0.020370 per$
AVOIDED COST OF ENERGY TO BE USED IN CALCULATIONS
All Charges Weighted Average $ 7.205 per mcf
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
WRMC—Livestock Barns includes all livestock barns only
Avoided Cost of Energy Calculation:
($33,031 —($16.54 x 12 months))/4557 MCF =7.205 $/MCF
WZAMISON
Confidential and Proprietary 14
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
C.WRMC —Moncrief Building Address: 3401 Crestline Rd.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 174.7402.99.6
RATE SCHEDULE ANALYZED(MAY05)
Atmos Energy(TXU Gas,Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF BILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $0.78940 per mcf
30.1-350.0 mcf $0.53940 per mcf
>350.0 mcf $0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$per mcf
Rate Case Expense Surcharge Monthly Variable +/-$per mcf
Franchise Fee $ 0.045650 per$
Occupation Tax $0.020370 per$
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
All Charges Weighted Average $7.462 per mcf
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
WRMC—Moncrief Building includes the Moncrief Building only
Avoided Cost of Energy Calculation:
($6213—($16.54 x 12 months))/806 MCF = 7.462 $/MCF
N a 1 T
ZJMPSON
7 .v`✓�.4 Y 4' �.4�11
Confidential and Proprietary 15
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5,
2. Fort Worth Convention Center (FWCC)
A. FWCC -Central Plant(Convention Center) Address: 1000 Commerce St.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 436.3119.99.3
RATE SCHEDULE ANALYZED(MAYO 5)
Atmos Energy(TXU Gas, Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF BILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $ 0.78940 per mcf
30.1-350.0 mcf $ 0.53940 per mcf
>350.0 mcf $ 0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$ per mcf
Rate Case Expense Surcharge Monthly Variable +/-$ per mcf
Franchise Fee $ 0.045650 per$
Occupation Tax $ 0.020370 per$
AVOIDED COST OF ENERGYTO BE USED IN CALCULATIONS
All Charges Weighted Average $ 7.860 per mcf
AVOIDED COST OF DEMAND TO BE USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
FWCC—Central Plant includes the Central Plant only
Avoided Cost of Energy Calculation:
($216,029—($16.54 x 12 months))/27,459 MCF = 7.860 $/MCF
J"HNSON
CONTMLS Confidential and Proprietary 16
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
B. FWCC— Kitchen (Convention Center) Address: 1000 Commerce St.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 250.3090.99.1
RATE SCHEDULE ANALYZED(MAY05)
Atmos Energy(TXU Gas,Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF BILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $0.78940 per mcf
30.1-350.0 mcf $0.53940 per mcf
>350.0 mcf $ 0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$per mcf
Rate Case Expense Surcharge Monthly Variable +/-$per mcf
Franchise Fee $0.045650 per$
Occupation Tax $0.020370 per$
AVOIDED COST OF E NERGY TO B E USED IN CALCULATIONS
All Charges Weighted Average $8.051 per mcf
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
FWCC—Kitchen includes the Kitchen area only
Avoided Cost of Energy Calculation:
($8603—($16.54 x 12 months))/ 1044 MCF = 8.051 $/MCF
ZAIr Confidential and Proprietary 17
City of Fort Worth— Phase II Performance Contract Schedule 2A
Exhibit 5
3. Central Library
A. Central Library—Entire Complex(Library 321703) Address: 300 Lamar St.
NAME OF UTILITY
Supply-Distribution: Atmos Energy Account No.: 436.6932.99.6
RATE SCHEDULE ANALYZED(MAY05)
Atmos Energy(TXU Gas,Tariff for Gas Service): Rate Schedule 8, Rate C -Commercial
SUMMARY OF BILLING COMPONENT CHARGES
Atmos Energy: Customer Charge $ 15.50 per month
Consumption Charge 0.0-30.0 mcf $ 0.78940 per mcf
30.1-350.0 mcf $ 0.53940 per mcf
>350.0 mcf $ 0.28940 per mcf
Gas Cost Recovery Monthly Variable $ per mcf
Heat Load Adjustment Monthly Variable +/-$ per mcf
Rate Case Expense Surcharge Monthly Variable +/-$ per mcf
Franchise Fee $ 0.045650 per$
Occupation Tax $0.020370 per$
AVOIDED COST OF ENERGY TO B E USED IN CALCULATIONS
All Charges Weighted Average $8.493 per mcf
AVOIDED COST OF DEMAND TO B E USED IN CALCULATIONS
Supply-Delivery: All Demand Charges NA
COMMENTS
Central Library — Entire Complex includes the entire library complex and Community Cable Television
(CCT).
Avoided Cost of Energy Calculation:
($3924—($16.54 x 12 months))/439 MCF = 8.493$/MCF
+ 0N
Confidential and Proprietary 18
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 5
Table 1: Annual Utility Escalation Rates(%)
The following table identifies the percentage increases that will be made to the utility Project Benefits for
each succeeding year of the Guarantee.
" � la,
r �, D � .
1 0% 0% 0%
2 0% 0% 3%
3 0% 0% 3%
4 3% 3% 3%
5 3% 3% 3%
6 3% 3% 3%
7 3% 3% 3%
8 3% 3% 3%
9 3% 3% 3%
10 3% 3% 3%
Notes:
1. According to DOE historical data, consumer prices for retail electricity increased an average
of 5.5% per year from 1970 —2001.
2. City has a 4year REP supply contract for electricity that ends in May, 2009. Therefore, the
electric savi ngs remain constant for the first 3 years. Beginning in Year 4,the electric savings are
escalated at 3% per year.
aNAW7ON
Confidential and Proprietary 19
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
BASELINES, PRE-RETROFIT CONDITIONS, MODELS
Regression Analysis Baselines
Project :City of Ft.Worth Ph 2 Site :WRMC Area:WRMC Justin Arnea.
Meter: ESID10443720005581504. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/29/04 06/29/04 32 412,800 b 0 472 1.0 75,965 412,800 0.0%
06/30/04 07/29/04 30 365,700 b 0 556 1.0 49,918 365,700 0.0%
07/30/04 08/27/04 29 324,150 b 0 498 1.0 18,894 324,150 0.0%
08/28/04 09/28/04 32 318,600 0 442 1.0 -18,235 318,600 0.0%
09/29/04 10/27/04 29 331,200 5 210 1.0 25,944 331,200 0.0%
10/28/04 11/29/04 33 353,700 b 212 44 1.0 6,339 353,700 0.0%
11/30/04 12/28/04 29 278,250 p 507 0 1.0 -27,006 278,250 0.0%
12/29/04 01/26/05 29 319,350 p 374 15 1.0 14,094 319,350 0.0%
01/27/05 02/24/05 29 259,200 b 410 19 1.0 -46,056 259,200 0.0%
02/25/05 03/29/05 33 302,850 b 319 5 1.0 -44,511 302,850 0.0%
03/30/05 04/27/05 29 280,950 b 43 67 1.0 -24,306 280,950 0.0%
04/28/05 05/27/05 30 295,950 b 32 269 1.0 -19,832 295,950 0.0%
Total or Average 364 3,842,700 1,902 2,597 1.0 11,207 3,842,700 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)= 10,526.08 x#Days +Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of±0.0%. The underlying
regression has a R2=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'lncl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s) in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
1
1 V Confidential and Proprietary 1
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project :City of Ft. Worth Ph 2 Site :WRMC Area: WRMC Main.
Meter: ESID10443720005581535. Unit: Qty On-pk(kWh)
From To # Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 1,456,898 a 0 318 1.1520 0 1,456,898 0.0%
06/29/04 07/28/04 30 1,520,979 a 0 402 1.0787 0 1,520,979 0.0%
07/29/04 08/26/04 29 1,128,059 a 0 345 0.8890 0 1,128,059 0.0%
0827/04 09/27/04 32 1,033,876 a 0 294 0.8524 0 1,033,876 0.0%
09/28/04 10/26/04 29 792,257 a 5 95 1.0870 0 792,257 0.0%
10/27/04 11/28/04 33 925,410 200 30 1.4006 0 925,410 0.0%
11/29/04 12/27/04 29 761,154 508 0 1.4535 0 761,154 0.0%
12/28/04 01/25/05 29 903,035 377 0 1.7244 0 903,035 0.0%
01/26/05 02/23/05 29 877,846 - 400 3 1.6558 0 877,846 0.0%
02/24/05 03/28/05 33 830,873 - 335 0 1.3943 0 830,873 0.0%
03/29/05 04/26/05 29 1,034,436 - 45 10 1.8971 0 1,034,436 0.0%
04/27/05 05/26/05 30 824,646 a 32 151 0.9502 0 824,646 0.0%
Total or Average 364 12,089,469 1,902 1,648 1.2946 0 12,089,469 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)_ (18,058.13 x#Days+2,159.9007 x CIgDD)x Multiplier
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of 0.0%. The underlying
regression has a R2=0.763
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox) under'lncl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 70.0°F balance point.
Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline
Equation.
Multiplier is derived from Modification(s) in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For. Johnsonc Controls, Inc. For: City of Fort Worth
J@L�WN
Confidential and Proprietary 2
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :WRMC Area:WRMC Moncrief.
Meter: ESID10443720008456818. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/29/04 06/29/04 32 279,000 b 0 472 1.0 69,728 279,000 0.0%
06/30/04 07/29/04 30 285,000 b 0 556 1.0 88,807 285,000 0.0%
07/30/04 08/27/04 29 215,250 b 0 498 1.0 25,597 215,250 0.0%
08/28/04 09/28/04 32 211,500 b 0 442 1.0 2,228 211,500 0.0%
09/29/04 10/27/04 29 221,250 b 5 210 1.0 31,597 221,250 0.0%
10/28/04 11/29/04 33 184,200 b 212 44 1.0 -31,612 184,200 0.0%
11/30/04 12/28/04 29 145,200 b 507 0 1.0 -44,453 145,200 0.0%
12/29/04 01/26/05 29 170,250 b 374 15 1.0 -19,403 170,250 0.0%
01/27/05 02/24/05 29 167,850 b 410 19 1.0 -21,803 167,850 0.0%
02/25/05 03/29/05 33 159,525 b 319 5 1.0 -56,287 159,525 0.0%
03/30/05 04/27/05 29 174,750 b 43 67 1.0 -14,903 174,750 0.0%
04/28/05 05/27/05 30 164,700 b 32 269 1.0 -31,493 164,700 0.0%
Total or Average 364 2,378,475 1,902 2,597 1.0 -1,998 2,378,475 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)=6,539.76 x#Days+ Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a RZ=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For. Johnsonc Controls, Inc. For. City of Fort Worth
M Confidential and Proprietary 3
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft. Worth Ph 2 Site :WRMC Area: WRMC Gas
Meter:Acct. 174.7402.99. Unit: Ory On-pk(MCF)
From To # Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
06/02/04 06/30/04 29 11 - 0 416 2.8848 0 11 0.0%
07/01/04 07/29/04 29 9 0 542 2.3603 0 9 0.0%
07/30/04 08/28/04 30 10 - 0 509 2.5352 0 10 0.0%
08/29/04 09/28/04 31 1 - 0 431 0.2453 0 1 0.0%
09/29/04 10/27/04 29 24 19 210 2.3555 0 24 0.0%
10/28/04 11/30/04 34 40 324 44 0.3534 0 40 0.0%
12/01/04 12/28/04 28 149 b 567 0 0.7682 0 149 0.0%
12/29/04 01/26/05 29 166 b 448 15 1.0769 0 166 0.0%
01/27/05 02/24/05 29 242 b 485 19 1.4529 0 242 0.0%
02/25/05 03/29/05 33 99 b 414 5 0.6910 0 99 0.0%
03/30/05 04/28/05 30 26 b 90 80 0.7614 0 26 0.0%
04/29/05 05/31/05 33 29 b 53 291 1.3108 0 29 0.0%
Total or Average 364 806 2,400 2,562 1.3996 0 806 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF) _(0.13 x#Days+ 0.3356 x HtgDD)x Multiplier
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%.The underlying
regression has a RZ=0.741
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 68.0°F balance point.
Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline
Equation.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Multiplier is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For. Johnsonc Controls, Inc. For: City of Fort Worth
4MS11SON Confidential and Proprietary 4
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :WRMC Area:WRMC Gas
Meter:Acct. 174.7372.99. Unit: Qty On-pk(MCF)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
06/02/04 06/30/04 29 49 a 0 416 1.0 -326 49 0.0%
07/01/04 07/29/04 29 29 a 0 542 1.0 -346 29 0.0%
07/30/04 08/28/04 30 30 p 0 509 1.0 -358 30 0.0%
08/29/04 09/29/04 32 38 a 0 439 1.0 -376 38 0.0%
09/30/04 10/27/04 28 59 a 5 202 1.0 -303 59 0.0%
10/28/04 11/30/04 34 291 a 236 44 1.0 -149 291 0.0%
12/01/04 12/28/04 28 899 a 483 0 1.0 537 899 0.0%
12/29/04 01/26/05 29 1,643 a 374 15 1.0 1,268 1,643 0.0%
01/27/05 02/24/05 29 1,088 a 410 19 1.0 713 1,088 0.0%
02/25/05 03/29/05 33 265 a 319 5 1.0 -162 265 0.0%
03/30/05 04/27/05 29 89 a 43 67 1.0 -286 89 0.0%
04/28/05 05/31/05 34 77 a 32 304 1.0 -363 77 0.0%
Total or Average 364 4,557 1,902 2,562 1.0 -150 4,557 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF)= 12.93 x#Days+ Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%.The underlying
regression has a RZ=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'lncl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s) in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
ZAgISON Confidential and Proprietary 5
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft. Worth Ph 2 Site :WRMC Area: WRMC Gas
Meter:Acct. 174.7371.99. Unit: Qty On-pk(MCF)
From To # Days Reading Inc[? HtgDD CIgDD Multiplier Offset Baseline Deviation
06/02/04 06/30/04 29 5 p 0 416 1.0 -499 5 0.0%
07/01/04 07/29/04 29 2 p 0 542 1.0 -502 2 0.0%
07/30/04 08/28/04 30 0 p 0 509 1.0 -521 0 0.0%
08/29/04 09/28/04 31 0 p 0 431 1.0 -538 0 0.0%
09/29/04 10/27/04 29 4 p 5 210 1.0 -500 4 0.0%
10/28/04 11/30/04 34 404 p 236 44 1.0 -186 404 0.0%
12/01/04 12/28/04 28 2,090 p 483 0 1.0 1,604 2,090 0.0%
12/29/04 01/26/05 29 243 p 374 15 1.0 -261 243 0.0%
01/27/05 02/24/05 29 2,847 p 410 19 1.0 2,343 2,847 0.0%
02/25/05 03/30/05 34 113 p 319 9 1.0 -477 113 0.0%
03/31/05 04/28/05 29 337 p 43 76 1.0 -167 337 0.0%
04/29/05 05/31/05 33 0 p 32 291 1.0 -573 0 0.0%
Total or Average 364 6,045 1,902 2,562 1.0 -276 6,045 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF)= 17.37 x#Days+ Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a R'=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox) under'Incl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s) in effect during the turning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
anAMISON Confidential and Proprietary 6
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :FWCC Area: FWCC 1101
Commerce St.
Meter: ESID1043720002594622. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 627,003 a 0 542 1.1525 0 627,003 0.0%
06/29/04 07/28/04 30 564,575 a 0 612 1.0021 0 564,575 0.0%
07/29/04 08/26/04 29 504,447 a 0 548 0.9660 0 504,447 0.0%
08/27/04 09/27/04 32 522,716 a 0 518 0.9831 0 522,716 0.0%
09/28/04 10/26/04 29 363,120 a 5 262 0.9674 0 363,120 0.0%
10/27/04 11/28/04 33 440,975 a 200 75 1.4108 0 440,975 0.0%
11/29/04 12/27/04 29 208,987 508 0 0.8677 0 208,987 0.0%
12/28/04 01/25/05 29 230,684 a 377 31 0.8984 0 230,684 0.0%
01/26/05 02/23/05 29 212,845 400 28 0.8339 0 212,845 0.0%
02/24/05 03/28/05 33 249,237 335 13 0.8878 0 249,237 0.0%
03/29/05 04/26/05 29 242,796 a 45 102 0.8280 0 242,796 0.0%
04/27/05 05/26/05 30 331,265 a 32 310 0.8113 0 331,265 0.0%
Total or Average 364 4,498,650 1,902 3,041 0.9674 0 4,498,650 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)= (8,305.19 x#Days+513.4322 x CIgDD)x Multiplier
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a RZ=0.782
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'lncl?'indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 63.0°F balance point.
Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline
Equation.
Multiplier is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
MNAJ160N Confidential and Proprietary 7
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft. Worth Ph 2 Site :FWCC Area: FWCC 1108
Commerce St.
Meter: ESID10443720002595645. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 502,430 p 0 478 1.0 110,198 502,430 0.0%
06/29/04 07/28/04 30 389,668 p 0 552 1.0 21,951 389,668 0.0%
07/29/04 08/26/04 29 463,369 p 0 490 1.0 107,909 463,369 0.0%
08/27/04 09/27/04 32 368,659 p 0 454 1.0 -23,573 368,659 0.0%
09/28/04 10/26/04 29 292,051 a 5 206 1.0 -63,409 292,051 0.0%
10/27/04 11/28/04 33 476,713 a 200 57 1.0 72,224 476,713 0.0%
11/29/04 12/27/04 29 322,939 p 508 0 1.0 -32,521 322,939 0.0%
12/28/04 01/25/05 29 366,679 p 377 15 1.0 11,219 366,679 0.0%
01/26/05 02/23/05 29 357,027 p 400 19 1.0 1,567 357,027 0.0%
02/24/05 03/28/05 33 376,843 p 335 5 1.0 -27,646 376,843 0.0%
03/29/05 04/26/05 29 277,650 p 45 64 1.0 -77,810 277,650 0.0%
04/27/05 05/26/05 30 278,905 p 32 261 1.0 -88,812 278,905 0.0%
Total or Average 364 4,472,933 1,902 2,601 1.0 11,296 4,472,933 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)= 12,257.24 x#Days+ Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a Rz=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?'indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
ClgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s) in effect during the tuning period and is replicated
annually for all future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
J@J110N
MNM
Confidential and Proprietary 8
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project :City of Ft.Worth Ph 2 Site :FWCC Area:FWCC 1208
Commerce St.
Meter: ESID10443720002595676. Unit:Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 295,115 p 0 478 1.0 34,953 295,115 0.0%
06/29/04 07/28/04 30 229,092 p 0 552 1.0 -14,810 229,092 0.0%
07/29/04 08/26/04 29 275,132 p 0 490 1.0 39,360 275,132 0.0%
08/27/04 09/27/04 32 262,012 p 0 454 1.0 1,850 262,012 0.0%
09/28/04 10/26/04 29 269,441 p 5 206 1.0 33,669 269,441 0.0%
10/27/04 11/28/04 33 223,907 p 200 57 1.0 -44,385 223,907 0.0%
11/29/04 12/27/04 29 175,310 p 508 0 1.0 -60,462 175,310 0.0%
12/28/04 01/25/05 29 268,515 p 377 15 1.0 32,743 268,515 0.0%
01/26/05 02/23/05 29 260,120 p 400 19 1.0 24,348 260,120 0.0%
02/24/05 03/28/05 33 304,673 p 335 5 1.0 36,381 304,673 0.0%
03/29/05 04/26/05 29 186,248 p 45 64 1.0 -49,524 186,248 0.0%
04/27/05 05/26/05 30 210,659 p 32 261 1.0 -33,243 210,659 0.0%
Total or Average 364 2,960,224 1,902 2,601 1.0 878 2,960,224 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)= 8,130.07 x#Days+ Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%.The underlying
regression has a R2=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'lncl?'indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modifications)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
�N
Confidential and Proprietary 9
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :FWCC Area: FWCC 1201 Houston
St.
Meter: ESID10443720008510973. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 706,323 p 0 478 1.0 144,722 706,323 0.0%
06/29/04 07/28/04 30 669,146 p 0 552 1.0 142,645 669,146 0.0%
07/29/04 08/26/04 29 770,508 p 0 490 1.0 261,557 770,508 0.0%
08/27/04 09/27/04 32 489,667 p 0 454 1.0 -71,934 489,667 0.0%
09/28/04 10/26/04 29 436,404 p 5 206 1.0 -72,547 436,404 0.0%
10/27/04 11/28/04 33 460,637 p 200 57 1.0 -118,514 460,637 0.0%
11/29/04 12/27/04 29 384,711 p 508 0 1.0 -124,240 384,711 0.0%
12/28/04 01/25/05 29 416,321 p 377 15 1.0 -92,630 416,321 0.0%
01/26/05 02/23/05 29 544,411 p 400 19 1.0 35,460 544,411 0.0%
02/24/05 03/31/05 36 597,347 p 337 11 1.0 -34,454 597,347 0.0%
04/01/05 04/26/05 26 398,045 p 43 58 1.0 -58,256 398,045 0.0%
04/27/05 05/26/05 30 511,423 p 32 261 1.0 -15,078 511,423 0.0%
Total or Average 364 6,384,943 1,902 2,601 1.0 -3,267 6,384,943 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline (kWh)= 17,550.03 x#Days+Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a R1=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?'indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s) in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
MM&KION Confidential and Proprietary 10
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft. Worth Ph 2 Site :FWCC Area: FWCC Gas
Meter:Acct. 436.3119.99. Unit:Qty On-pk(MCF)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/29/04 06/29/04 32 1,677 0 472 0.9379 0 1,677 0.0%
06/30/04 07/29/04 30 2,390 0 556 1.4258 0 2,390 0.0%
07/30/04 08/27/04 29 1,816 0 498 1.1208 0 1,816 0.0%
08/28/04 09/28/04 32 1,558 0 442 0.8714 0 1,558 0.0%
09/29/04 10/27/04 29 1,417 5 210 0.8649 0 1,417 0.0%
10/28/04 11/29/04 33 2,359 a 212 44 0.9061 0 2,359 0.0%
11/30/04 12/28/04 29 3,422 a 507 0 0.9956 0 3,422 0.0%
12/29/04 01/26/05 29 3,014 a 374 15 1.0181 0 3,014 0.0%
01/27/05 02/24/05 29 3,197 p 410 19 1.0348 0 3,197 0.0%
02/25/05 03/29/05 33 2,890 a 319 5 0.9676 0 2,890 0.0%
03/30/05 04/27/05 29 1,998 a 43 67 1.1260 0 1,998 0.0%
04/28/05 05/27/05 30 1,719 a 32 269 0.9599 0 1,719 0.0%
Total or Average 364 27,457 1,902 2,597 1.0191 0 27,457 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF)_(55.87 x#Days+ 3.5833 x HtgDD)x Multiplier
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%.The underlying
regression has a RZ=0.955
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox) under'lncl?' indicates that the bill is excluded tom the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline
Equation.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Multiplier is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
JSJISON
aNM Confidential and Proprietary 11
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project :City of Ft.Worth Ph 2 Site :FWCC Area: FWCC Gas
Meter:Acct. 250.3090.99. Unit: Qty On-pk(MCF)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/29/04 06/29/04 32 93 p 0 472 1.0 1 93 0.0%
06/30/04 07/29/04 30 51 p 0 556 1.0 -35 51 0.0%
07/30/04 08/27/04 29 68 p 0 498 1.0 -15 68 0.0%
08/28/04 09/28/04 32 64 p 0 442 1.0 -28 64 0.0%
09/29/04 10/27/04 29 65 p 5 210 1.0 -18 65 0.0%
10/28/04 11/29/04 33 101 p 212 44 1.0 7 101 0.0%
11/30/04 12/28/04 29 90 p 507 0 1.0 7 90 0.0%
12/29/04 01/26/05 29 88 p 374 15 1.0 5 88 0.0%
01/27/05 02/24/05 29 97 p 410 19 1.0 14 97 0.0%
02/25/05 03/29/05 33 126 p 319 5 1.0 32 126 0.0%
03/30/05 04/27/05 29 113 p 43 67 1.0 30 113 0.0%
04/28/05 05/27/05 30 87 p 32 269 1.0 1 87 0.0%
Total or Average 364 1,043 1,902 2,597 1.0 1 1,043 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF)=2.86 x#Days+Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a R2=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
111S
aWMConfidential and Proprietary 12
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :Central Library Area: Library 500 W. 3rd St.
Meter: ESID1043720007500623. Unit: Qty On-pk(kWh)
From To #Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/28/04 06/28/04 32 451,104 p 0 478 1.0 -34,433 451,104 0.0%
06/29/04 07/28/04 30 540,556 p 0 552 1.0 85,365 540,556 0.0%
07/29/04 08/26/04 29 519,507 p 0 490 1.0 79,489 519,507 0.0%
08/27/04 09/27/04 32 551,814 p 0 454 1.0 66,277 551,814 0.0%
09/28/04 10/26/04 29 459,249 p 5 206 1.0 19,231 459,249 0.0%
10/27/04 11/28/04 33 475,851 p 200 57 1.0 -24,859 475,851 0.0%
11/29/04 12/27/04 29 410,907 p 508 0 1.0 -29,111 410,907 0.0%
12/28/04 01/25/05 29 387,273 p 377 15 1.0 -52,745 387,273 0.0%
01/26/05 02/23/05 29 400,081 p 400 19 1.0 -39,937 400,081 0.0%
02/24/05 03/28/05 33 455,686 p 335 5 1.0 -45,024 455,686 0.0%
03/29/05 04/26/05 29 414,387 p 45 64 1.0 -25,631 414,387 0.0%
04/27/05 05/26/05 30 453,881 p 32 261 1.0 -1,310 453,881 0.0%
Total or Average 364 5,520,296 1,902 2,601 1.0 -2,683 5,520,296 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(kWh)= 15,173.02 x#Days +Offset
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of 0.0%. The underlying
regression has a R2=0.000
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?' indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Offset is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
MNAJgWN Confidential and Proprietary 13
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Project:City of Ft.Worth Ph 2 Site :Central Library Area: Library 300 Larmar St.
Meter:Acct. 436.6932.99. Unit: Qty On-pk(MCF)
From To # Days Reading Incl? HtgDD CIgDD Multiplier Offset Baseline Deviation
05/29/04 06/29/04 32 0 - 0 472 0.0000 0 0 0.0%
06/30/04 07/29/04 30 0 0 556 0.0000 0 0 0.0%
07/30/04 08/27/04 29 0 - 0 498 0.0000 0 0 0.0%
08/28/04 09/28/04 32 0 - 0 442 0.0000 0 0 0.0%
09/29/04 10/27/04 29 0 0 210 0.0000 0 0 0.0%
10/28/04 11/29/04 33 24 a 38 44 0.6515 0 24 0.0%
11/30/04 12/28/04 29 125 a 241 0 0.9694 0 125 0.0%
12/29/04 01/26/05 29 120 a 195 15 1.1158 0 120 0.0%
01/27/05 02/24/05 29 90 a 183 19 0.8827 0 90 0.0%
02/25/05 03/29/05 33 75 a 84 5 1.2879 0 75 0.0%
03/30/05 04/27/05 29 5 0 67 0.2969 0 5 0.0%
04/28/05 05/27/05 30 0 a 0 269 0.0000 0 0 0.0%
Total or Average 364 439 741 2,597 0.4337 0 439 0.0% 0.0%
Below is the equation used to calculate the Baseline values for the tuning period and all future periods:
Baseline(MCF)_(0.58 x#Days+0.4652 x HtgDD)x Multiplier
This Baseline Equation has a Net Mean Bias of 0.0% and a Monthly Mean Error of t0.0%. The underlying
regression has a R'=0.910
Baseline Costs are calculated using Rate Tariff documented in separate attachment
Explanations and Assumptions:
(empty checkbox)under'Incl?'indicates that the bill is excluded from the regression. However the
Baseline Equation is always applied for all billing periods, even those excluded from the regression.
HtgDD=Heating Degree-Days calculated for DALLAS/FT WORTH,TX for a 55.0°F balance point.
Periods under 1.0°F-days/day are excluded from regression, but are still used in applying the Baseline
Equation.
CIgDD=Cooling Degree-Days calculated for DALLAS/FT WORTH,TX for a 65.0°F balance point.
Multiplier is derived from Modification(s)in effect during the tuning period and is replicated annually for all
future
periods.
William J.Coe Date
For: Johnsonc Controls, Inc. For: City of Fort Worth
MNATSON Confidential and Proprietary 14
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Base Year-Electric Bills
Location:WRMC
Address: 3401 CRESTLINE RD
ESIID: 10443720008456818
End Date Actual KW TDSP Usage KWH Energy TDSP Total BNI
Billing Charges Charges Amount
KW
05/27/05 498 545 164,700 9,080 3,126 12,206
04/27/05 499 499 174,750 9,633 2,881 12,514
03/29/05 414 486 159,525 8,795 2,697 11,491
02/24/05 539 539 167,850 9,253 3,096 12,349
01/26/05 600 600 170,250 9,385 3,430 12,815
12/28/04 540 521 145,200 8,006 2,982 10,988
11/29/04 514 514 184,200 10,153 3,036 13,189
10/27/04 540 540 221,250 12,194 3,206 15,399
09/28/04 405 486 211,500 11,657 2,781 14,437
08/27/04 465 486 215,250 11,863 2,821 14,685
07/29/04 608 608 285,000 15,704 3,565 19,269
06/29/04 555 555 279,000 15,374 3,113 18,487
2,378,475 167,830
Location:WRMC
Address:3301 W LANCASTER AVE
ESIID: 10443720005581535
End Date ActualKW TDSP Usage KWH Energy TDSP 'rated Bill
Billing Charges Charges Amount
KW
05/26/2005 2,218 2,517 824,646 $45,441 $14,614 $60,055
04/26/2005 2,223 2,517 1,034,436 $56,993 $14,752 $71,744
03/28/2005 2,449 2,638 830,873 $45,783 $14,969 $60,752
02/23/2005 2,820 2,901 877,846 $48,370 $15,960 $64,330
01/25/2005 2,723 2,906 903,035 $49,757 $16,129 $65,886
12/27/2004 2,320 2,756 761,154 $41,944 $15,861 $57,806
11/28/2004 2,327 2,772 925,410 $50,989 $16,475 $67,464
10/26/2004 2,029 2,753 792,257 $43,657 $16,279 $59,936
09/27/2004 2,218 2,789 1,033,876 $56,962 $16,643 $73,605
08/26/2004 2,595 2,847 1,128,059 $62,148 $16,551 $78,699
07/28/2004 2,737 2,738 1,520,979 $83,785 $16,010 $99,795
06/28/2004 2,808 2,808 1,456,898 $80,256 $15,466 $95,722
12,089,469 855,795
CONTT OLIWN
Confidential and Proprietary 15
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Location:WRMC
Address: 1408 RIP JOHNSON DR
ESIID: 10443720005581504
End Date Actual KW TDSP Usage KWH Energy TDSP Total Bill
Billing Charges Charges Amount
KW
05/27/2005 621 708 295,950 16,327 4,057 20,385
04/27/2005 600 706 280,950 15,501 4,004 19,505
03/29/2005 587 681 302,850 16,707 3,856 20,564
02/24/2005 713 656 259,200 14,304 3,802 18,106
01/26/2005 722 722 319,350 17,616 4,194 21,810
12/28/2004 527 650 278,250 15,353 3,597 18,950
11/29/2004 722 722 353,700 19,507 4,310 23,817
10/27/2004 690 690 331,200 18,268 4,116 22,385
09/28/2004 597 650 318,600 17,575 3,808 21,383
08/27/2004 741 741 324,150 17,880 4,320 22,200
07/29/2004 798 798 365,700 20,168 4,660 24,828
06/29/2004 813 813 412,800 22,762 4,544 27,306
3,842,700 261,237
Location: FWCC
Address: 1101 COMMERCE ST
ESIID: 10443720002594622
End Date Actual KW TDSP Billing Usage KWH Energy TDSP Total Bill
KW Charges Charges Amount
05/26/2005 1,260 1,394 331,265 18,272 7,468 25,740
04/26/2005 1,363 1,501 242,796 13,400 7,837 21,238
03/28/2005 1,292 1,432 249,237 13,755 7,574 21,329
02/23/2005 1,240 1,377 212,845 11,751 7,331 19,082
01/25/2005 1,190 1,389 230,684 12,733 7,407 20,140
12/27/2004 1,080 1,445 208,987 11,539 7,637 19,176
11/28/2004 1,312 1,450 440,975 24,313 7,943 32,257
10/26/2004 1,269 1,396 363,120 20,026 7,661 27,687
09/27/2004 1,373 1,373 522,716 28,814 7,525 36,339
08/26/2004 1,476 1,476 504,447 27,809 7,834 35,643
07/28/2004 1,337 1,337 564,575 31,120 7,298 38,418
06/28/2004 1,579 1,580 627,003 34,557 7,900 42,457
4,498,650 339,506
r• ri i', p.' .rte��'��
IIS' E `
Confidential and Proprietary
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Location: FWCC
Address:1108 COMMERCE ST
ESIID: 10443720002595645
End Date Actual KW TDSP Billing Usage KWH Energy TDSP Total Bill
KW Charges Cham Amount
05/26/2005 938 970 278,905 15,389 5,286 20,674
04/26/2005 977 983 277,650 15,320 5,306 20,625
03/28/2005 960 960 376,843 20,782 5,273 26,055
02/23/2005 1,027 1,032 357,027 19,691 5,578 25,268
01/25/2005 1,018 1,018 366,679 20,222 5,521 25,743
12/27/2004 998 1,010 322,939 17,814 5,236 23,050
11/28/2004 1,034 1,038 476,713 26,281 5,575 31,856
10/26/2004 919 918 292,051 16,113 4,954 21,067
09/27/2004 1,013 1,014 368,659 20,331 5,403 25,734
08/26/2004 1,049 1,050 463,369 25,547 5,546 31,092
07/28/2004 974 975 389,668 21,488 5,187 26,675
06/28/2004 50,820 1,035 502,430 27,697 5,209 32,907
4,472,933 310,746
Location: FWCC
Address: 1208 COMMERCE ST
ESIID: 10443720002595676
End Date Actual KW TDSP Billing Usage KWH Energy TDSP Total Bill
KW Charges Charges Amount
05/26/2005 376 742 210,659 11,631 3,858 15,489
04/26/2005 397 742 186,248 10,287 3,842 14,128
03/28/2005 436 742 304,673 16,808 3,919 20,727
02/23/2005 455 742 260,120 14,354 3,903 18,258
01/25/2005 493 824 268,515 14,817 4,238 19,055
12/27/2004 389 742 175,310 9,684 3,837 13,521
11/28/2004 389 742 223,907 12,360 3,965 16,325
10/26/2004 504 806 269,441 14,868 4,260 19,128
09/27/2004 437 742 262,012 14,459 3,990 18,448
08/26/2004 446 749 275,132 15,181 3,976 19,157
07/28/2004 418 742 229,092 12,646 3,917 16,562
06/28/2004 654 928 295,115 16,281 4,468 20,750
2,960,224 211,548
N
00-NNAM'So Confidential and Proprietary 17
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Location: FWCC
Address: 1201 HOUSTON ST
ESIID: 10443720008510973
End Date Actual KW TDSP Billing Usage KWH Energy TDSP Total Bill
KW Charges Charges Amount
05/26/2005 658 1,739 172,613 9,509 9,798 19,307
05/16/2005 567 1,739 164,404 9,056 9,798 18,855
05/06/2005 543 174,406 9,607 9,607
04/26/2005 536 1,694 200,918 11,068 9,537 20,605
04/14/2005 574 197,127 10,860 10,860
03/31/2005 614 1,712 292,249 16,100 9,698 25,798
03/11/2005 557 305,098 16,806 16,806
02/23/2005 557 1,696 219,625 12,098 9,578 21,677
02/10/2005 0 324,786 17,890 17,890
01/25/2005 455 1,676 187,516 10,330 9,462 19,792
01/13/2005 392 228,805 12,605 12,605
12/27/2004 450 1,684 183,285 10,107 9,142 19,249
12/13/2004 391 201,426 11,107 11,107
11/28/2004 410 1,728 179,136 9,881 10,253 20,133
11/12/2004 596 281,501 15,518 15,518
10/26/2004 626 1,714 181,351 9,990 9,553 19,543
10/15/2004 574 255,053 14,051 14,051
09/27/2004 635 1,773 267,692 14,746 9,814 24,559
09/12/2004 585 221,975 12,229 12,229
08/26/2004 792 1,839 770,508 42,439 9,929 52,368
07/28/2004 806 1,832 669,146 36,857 9,834 46,691
06/28/2004 851 1,915 706,323 38,905 9,662 48,567
6,384,943 477,818
t��N
Confidential and Proprietary 18
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Location:Central Library
Address:500 W 3RD ST
ESIID: 10443720007500623
End Date Actual TDSP Sihn, Usage KIN11 Fnprgy TDSP Total Bill
KVa K' Ch es CtIaNes Amour l
05/26/2005 632 1,038 453,881 25.024 6,271 31,295
04/26/2005 623 1,012 414,387 22,849 6,091 28,941
03/28/2005 581 1,006 205,297 11,320 5,730 17,050
03/13/2005 535 250,389 13,806 13,806
02/23/2005 592 1,024 400,081 22,061 5,915 27,976
01/25/2005 544 997 387,273 21,356 5,774 27,131
12/27/2004 538 949 410,907 22,658 5,544 28,202
11/28/2004 549 973 264,144 14,565 6,075 20,640
11/09/2004 529 211,707 11,672 11,672
10/26/2004 637 956 459,249 25,320 5,861 31,181
09/27/2004 634 986 551,814 30,417 6,046 36,463
08/26/2004 646 1,017 519,507 28,638 6,045 34,683
07/28/2004 646 977 540,556 29,797 5,893 35,690
06,'2&12004 646 952 540,786 29.610 "21 35.331
5,609.978 380,05 9
MNAM60N Confidential and Proprietary 19
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Base Year—Natural Gas Bills
Location: WRMC
Address: 3401 Crestline Rd.
Account#: 174.7402.99.6
Billing End Usage Total Bill
Date (MCF) Amount
06/30/04 11.3 $ 108
07/29/04 9.4 $ 93
08/28/04 9.9 $ 97
09/28/04 0.9 $ 26
10/27/04 23.7 $ 254
11/30/04 39.9 $ 414
12/28/04 149.1 $ 1,486
01/26/05 166.3 $ 1,055
02/24/05 241.9 $ 1,523
03/29/05 98.7 $ 706
04/28/05 25.8 $ 219
05/31/05 29.1 $ 232
Totals: 806.0 $ 6,213
Location: WRMC
Address: 3301 Crestline Rd.
Account#: 174.7372.99.1
Billing End Usage Total Bill
Date (MCF) Amount
06/30/04 48.6 $ 406
07/29/04 28.7 $ 250
08/28/04 30.4 $ 263
09/29/04 38.4 $ 399
10/27/04 59.2 $ 602
11/30/04 291.4 $ 2,869
12/28/04 899.2 $ 8,692
01/26/05 1,643.2 $ 9,861
02/24/05 1,087.6 $ 6,567
03/29/05 264.7 $ 1,851
04/27/05 88.5 $ 697
05/31/05 77.0 $ 574
Totals: 4,556.9 $ 33,031
W J@JWN
Confidential and Proprietary 20
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Location: WRMC
Address: 3300 W. Lancaster Ave.
Account#: 174.7371.99.3
Billing End Usage Total Bill
Date (MCF) Amount
06/30/04 4.8 $ 56
07/29/04 2.1 $ 34
08/28/04 0.0 $ 17
09/28/04 0.0 $ 17
10/27/04 4.3 $ 60
11/30/04 403.5 $ 3,949
12/28/04 2,090.2 $ 20,049
01/26/05 242.7 $ 1,528
02/24/05 2,847.0 $ 16,998
03/30/05 112.7 $ 802
04/28/05 336.9 $ 2,584
05/31/05 0.0 $ 17
Totals: 6,044.2 $ 46,109
Location: FWCC
Address: 1000 Commerce St.
Account M 250.3090.99.1
Billing End Usage Total Bill
Date (MCF) Amount
06/29/04 93.3 $ 708
07/29/04 50.5 $ 421
08/27/04 68.1 $ 559
09/28/04 64.1 $ 528
10/27/04 65.1 $ 660
11/29/04 100.8 $ 1,009
12/28/04 89.7 $ 900
01/26/05 88.4 $ 891
02/24/05 96.8 $ 624
03/29/05 126.3 $ 807
04/27/05 113.4 $ 807
05/27/05 87.3 $ 688
Totals: 1,043.8 $ 8,603
MN Confidential and Proprietary 21
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Location: FWCC
Address: 1000 Commerce St.
Account M 436.3119.99.3
Billing End Usage Total Bill
Date (MCF) Amount
06/29/04 1,677.2 $ 11,959
07/29/04 2,389.7 $ 18,249
08/27/04 1,816.3 $ 13,898
09/28/04 1,558.4 $ 11,942
10/27/04 1,417.4 $ 13,576
11/29/04 2,359.3 $ 22,519
12/28/04 3,422.0 $ 32,610
01/26/05 3,013.7 $ 28,855
02/24/05 3,197.2 $ 19,075
03/29/05 2,890.4 $ 17,256
04/27/05 1,997.8 $ 13,371
05/27/05 1,719.3 $ 12,719
Totals: 27,458.7 $ 216,029
Location: Central Library
Address: 300 Lamar St.
Account#: 436.6932.99.6
Billing End Usage Total Bill
Date (MCF) Amount
06/29/04 0.0 $ 17
07/29/04 0.0 $ 17
08/27/04 0.0 $ 17
09/28/04 0.0 $ 17
10/27/04 0.0 $ 17
11/29/04 24.4 $ 261
12/28/04 124.8 $ 1,243
01/26/05 119.8 $ 1,199
02/24/05 89.6 $ 580
03/29/05 74.8 $ 488
04/27/05 5.2 $ 54
05/27/05 0.0 $ 17
Totals: 438.6 $ 3,924
N Confidential and Proprietary 22
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC indoor Temperature Measurements
During the pre-retrofit period, the following represent average indoor conditioned space temperatures
measured in July&August of 2005:
WRM1MC Central Library
Cooling Made Coaling Mode
72.5 Deg.F ,' O Decd I""
CONTT SAWN Confidential and Proprietary 23
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Eauil2ment Inventory
Pre-retrofit HVAC equipment inventories have been separated into the following three(3)categories:
1. DX Units
2. AHU, Pump&Cooling Tower Fan Motors
3. Chillers& Boilers
Confidential and Proprietary 24
City of Fort Worth— Phase 11 Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Inventory
DX Units
13TTUH
E
Will Rogers Memorial Center
Ticket Office RTU-1 RTU Box Office 5 11 x 59 82%
&Visitor RTU-2 RTU Office 6 11 x 93 82%
Center RTU-3 I RTU lVisiter Center 7 11 x 59 82%_
RTU-4 1 RTU I Box Office 5 11 x _59 82%
Auditorium I RTU-1 I RTU lAdmin Office 1 5 1 7 1 NA I I NA I I
Coliseum RTU-1 RTU West Restroom 5 7 x ND 100%
RTU-2 RTU East Restoom 5 7 x ND 100%
CU-1 Split Catering 4 8 x ND 100%
CU-2 Split Catering 4 8 x ND 100%
CU-3 Split Dressing Room 5 9 x ND 100%
CU-4 Split Office 1 7.5 9 x I ND I I 1 100%
ICU-5 ISplit I Office 1 7.5 9 1 x I ND I I 1 100% 1
CU-6 Split Dressing Room 5 9 x I ND 1 100%
Richardson- PHP-1 Split Ticket Booth B-122 2 8 x 18 100%
Bass Bldg PHP-2 Split Ticket Booth B-131 2 8 x ND 100%
PHP-3 Split Ticket Booth B-172 2 8 x 18 100%
PHP-4 Split Control Room 198 3.5 8 x ND 100%
PHP-5 ISplit Sound Booth 1.5 8 x 18 100%
ISSHP8 ISplit jCobum Room 1 10 1 8 x 28 100%
SSHP 9 Split Lobby North 25 8 x 76 100%
SSHP 10 Split Lobby South 25 8 x 69 100%
SSHP 11 Split Show Offices; 10 8 x 34 100%
SSHP 12 Split East Side 30 8 x 82 100%
RTU-1 RTU Brown Lupton 15 8 X ND 85%
RTU-2 RTU Brown Lupton 15 8 X ND 85%
RTU-3 RTU Brown Lupton 15 8 1 X ND 85%
RTU-4 RTU Brown Lupton 15 8 X ND 85%
RTU-5 RTU lBrown Lupton 15 8 X ND 85%
RTU-6 RTU Brown Lupton 15 8 X ND 85%
Exhibit Hall RTU-1 RTU Stock Show Office 28 8 X ND 85%
RTU-2 RTU Ticket Office 12 7 X ND 85%
Moncrief RTU-1 RTU Offices 2.5 10 X 16 82%
Building RTU-2 RTU Joe's Grill 12 10 X 77 82%
RTU-3 RTU I Offices 5 10 X 25 82%
FR-TU-4 I RTU lConcession 1 9 1 10 1 1 1 X 1 39
� JN
COW- Confidential and Proprietary 25
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Central Library
AC-4 Aaon Children's Area, 114 9 NA NA 100%
RTU Circulation
AC-5 RTU Cable TV Offices 15 12 x ND 100%
AC-6 RTU Small Cable TV 7.5 12 x ND 100%
Studio
AC-7 RTU Large Cable TV 20 12 x NDT 1 100%
1
Studio
AC-8 RTU Cable TV Entry& 20 12 x ND 100%
Control
Notes:
1. Cooling tons are nameplate ratings or best estimates from unit size. Where nameplates existed, Elec
Heat kW&Gas Heat Output MBTUH ratings are provided.
2. Cooling and heating efficiencies are estimates based on age of equipment, condition of equipment
and engineering experience.
3. NA—Not applicable(cooling only), ND —No data available.
T Confidential and Proprietary 26
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Inventory
Motors
So
�j ;
Will Rogers Memorial Center
Aud. AHU-1 AHU Auditorium 40 0.8 91.8
Coliseum AHU-1 AHU Coliseum 10 NA 85
AHU-2 AHU Coliseum 10 NA 85
AHU-3 AHU Coliseum 10 NA 85
AHU-4 AHU Coliseum 10 NA 85
AHU-5 AHU Coliseum 10 NA 85
AHU-6 AHU Coliseum 10 NA 85
AHU-7 AHU Coliseum 10 NA 85
AHU-8 AHU Coliseum 10 NA 85
AHU-9 AHU Coliseum 10 NA 85
AHU-10 AHU Coliseum 10 NA 85
AHU-11 AHU Coliseum 10 NA 85
AHU-12 JAHU Coliseum 10 NA 85
AHU-13 AHU Coliseum 10 NA 85
AHU-14 IAHU Coliseum 10 NA 85
AHU-15 lAHU Coliseum 7.5 NA 84
Richardson AHU-1 AHU Justin Arena 30 0.8 91
Bass AHU-2 AHU Justin Arena 30 0.8 91
Building AHU-3 AHU Justin Arena 30 0.8 91
AHU-4 AHU Justin Arena 30 0.8 91
AHU-5 AHU West Arena 5 NA 82.5
AHU-6 AHU West Arena 5 NA 82.5
Exhibits AHU-1 AHU Texas Rooms 20 NA 88.5
Hall AHU-2 AHU Texas Rooms 20 1 NA 88.5
AHU-3 AHU Texas Rooms 20 NA 88.5
AHU-4 AHU Texas Rooms 20 NA 88.5
AHU-5 AHU Texas Rooms 20 NA 88.5
AHU-6 AHU Texas Rooms 20 NA 88.5
AHU-7 JAHU Texas Rooms 20 NA 88.5
AHU-8 AHU Texas Rooms 20 NA 88.5
AHU-9 AHU Texas Rooms 20 NA 88.5
AHU-10 AHU Texas Rooms 20 NA 88.5
AHU-11 AHU Texas Rooms 20 NA 88.5
AHU-12 AHU Texas Rooms 20 NA 88.5
AHU-13 AHU East Entry 5 NA 82.5
AHU-14 1AHU Toilet/Concession 5 NA 82.5
AHU-15 AHU Commons 10 NA 85
AHU-16 AHU Toilet/Concession 5 NA 82.5
AHU-17 AHU Commons 10 NA 85
AHU-18 AHU West Entry 3 NA 80.5
AHU-19 AHU Meetin Rooms 25 0.8 89.5
AHU-20 AHU Round Up Inn 15 0.8 87.3
AHU-21 AHU Stage/Dressing 15 NA 87.3
AHU-22 AHU Round Up Inn 15 0.8 87.3
AHU-23 AHU Round Up Inn 25 0.8 89.5
AHU-24 AHU Kitchen 15 0.8 87.3
Moncrief AHU-1 AHU Watt Arena 10 NA 85
Building AHU-2 AHU Watt Arena 10 NA 85
AHU-3 AHU Watt Arena 10 NA 85
AHU-4 AHU Watt Arena 10 NA 85
AHU-5 AHU Meeting Rooms 10 NA 85
AHU-6 AHU Meeting Rooms 10 NA 85
Moncrief AHU-7 AHU LToilet/Commons 2 NA 77
OIDNMf4SO1V
Confidential and Proprietary 27
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Building AHU-8 AHU Control Booth 2 NA 77
CHWP-1 Pump All 15 NA 87.3
CHWP-2 Pump All 15 NA 87.3
HWP-1 Pump All 10 0.8 85
HWP-2 Pump All 10 0.8 85
HWBP-1 Pump AHU-5 0.5 NA 72
HWBP-2 Pump AHU-6 0.5 NA 72
Central PCCE-1 Pump Chiller 1 Evap. 25 0.87 89.5
Plant PCCE-2 Pump Chiller 2 Evap. 50 0.87 90.2
PCCE-3 Pump Chiller 3 Eva . 20 0.87 88.5
PCCC-1 Pump Chiller 1 Cond. 30 0.87 91.0
PCCC-2 lPump Chiller 2 Cond. 40 0.87 91.8
PCCC-3 Pump Chiller 3 Cond. 15 0.87 87.3
PCWE-1 Pump Exhibit Hall 100 0.87 92.4
PCWC-1 Pump Coliseum 100 0.87 92.4
PCWH-1 Pump Richardson Bass 30 0.87 91.0
PCWpr1 Pump Auditorium 20 0.87 88.5
PCT-1 Pump Cooling Tower 50 0.9 90.2
PCT-2 Pump Cooling Tower 60 0.9 91.7
PCT-3 Pump Cooling Tower 15 0.9 87.3
TF-1 Fan Cooling Tower 25 0.9 89.5
TF-2 Fan Cooling Tower 50 0.9 90.2
TF-3 Fan Cooling Tower 50 0.9 90.2
PHWR-1 ump Main Complex 15 0.8 87.3
PHWR-2 I Pump Main Complex 50 0.8 90.2
PHWR-3 I Pump Main Complex 50 0.8 90.2
Central Library
Central AHU-1 AHU Lower Level 60 NA 91.7
Library AHU-2 AHU Lower Level 60 NA 91.7
AHU-3 AHU Lower Level 60 NA 91.7
AHU-4 AHU Gallery Area 10 NA 85
AHU-5 AHU Gallery Area 7.5 NA 84
AHU-6 AHU Gallery Area 10 NA 85
AHU-7 AHU Gallery Area 10 NA 85
AHU-9 AHU Auditorium 7.5 NA 84
AHU-10 AHU Lower Level 50 NA 90.2
AHU-11 AHU Meetin Room 1.5 NA 74
AHU-13 AHU Electrical Room 0.5 NA 72
RF 1 Fan Lower Level 25 NA 89.5
RF 2 1 Fan Lower Level 25 NA 89.5
RF 3 Fan Lower Level 25 NA 89.5
RF 10 Fan Lower Level 25 NA 89.5
CTF-1 Fan Cooling Tower 10 NA 85
CTF-2 Fan Coolinq Tower 10 NA 85
CHWP-1 Pump Lower Level,Gallery 30 NA 91
CHWP-2 Pump Lower Level,Gallery 30 NA 91
CWP-1 Pump Lower Level,Gallery 25 NA 89.5
CWP-2 Pump Lower Level,Gallery 25 NA 89.5
HWP-1 Pump Lower Level,Gallea 15 0.7587.3
HWP-2 Pum Lower Level,Gallery15 0.75 87.3
Notes:
1. Motor HP are nameplate ratings.
2. Load factor and motor efficiencies are estimates based on age of equipment, operation and condition
of equipment and engineering experience.
3. NA-Not applicable(for energy calculations utilized in this Agreement).
W J@JISON
Confidential and Proprietary 28
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Inventory
Chillers & Boilers
uD— p .� area�V d «Coolnng o0 In "eatirti' '. eaffft
S 10"10" Eft Ct�at��af �fP
��� rt ' fet€9Tt1t:l
Will Rogers Memorial Center
Central CH-1 Chiller Auditorium, 700 0.89
Plant Coliseum,
Richardson Bass,
Burnet, Exhibit
CH-2 Chiller Auditorium, 650 0.89
Coliseum,
Richardson Bass,
Burnet,Exhibit
CH-3 Chiller Auditorium, 250 0.89
Coliseum,
Richardson Bass,
Burnet,Exhibit
B-1 Boiler Auditorium, 6,277 70%
Coliseum,
Richardson Bass,
Burnet,Exhibit
B-2 Boiler Auditorium, 6,277 70%
Coliseum,
Richardson Bass,
Burnet,Exhibit
Moncrief CH-1 Chiller Watt Arena, 150 1.26
Building Meeting Rooms
CH-2 Chiller Watt Arena, 150 1.26
Meeting Rooms
B-1 Boiler Watt Arena, 2,373 80%
Meeting Rooms
B-1 Boiler Watt Arena, 2,373 80%
Meeting Rooms
Central Library
Central CH-1 Chiller Lower Level, 181 0.65
Library Gallery
CH-2 Chiller Lower Level, 181 0.65
Gallery
B-1 Boiler Lower Level, 2,500 80%
Gallery
B-2 Boiler Lower Level, 2,500 80%
lGallery F
Notes:
1. Cooling tons&heating output MBTUH are nameplate ratings.
2. Cooling and heating efficiencies are estimates based on age of equipment, condition of equipment
and engineering experience.
qkW11ON Confidential and Proprietary 29
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Field Measurements
Pre-retrofit HVAC equipment field measurements have been separated into the following two (2)
categories:
1. AHU, Pump & Cooling Tower Fan Motors
2. Chillers
` ✓1i�ii� U �.
W,v� Il�yl1 Confidential and Proprietary 30
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Field Measurements
Motors
7.
Bull0
Served, Motor'],,
MW PF ,F' f is 3 ,Mpt,= y
Will Rogers Memorial Center
Aud. AHU-1 AHU Auditorium 40 19.0 0.91 211 66.1 7/28/05
Coliseum AHU-1 AHU Coliseum 10 3.4 0.76 466 5.5 7/26/05
AHU-2 AHU Coliseum 10 3.2 0.71 467 5.6 7/26/05
AHU-3 AHU Coliseum 10 3.3 0.62 468 6.2 7/26/05
AHU-4 AHU Coliseum 10 3.2 0.63 466 6.3 7/26/05
AHU-5 IAHU Coliseum 10 0.7 0.28 456 3.1 7/26/05
AHU-6 AHU Coliseum 10 4.0 0.67 470 6.4 7/26/05
AHU-7 AHU Coliseum 10 3.3 0.66 467 5.6 1 7/26/05
AHU-8 AHU Coliseum 10 2.4 0.64 472 4.6 1 7/26/05
AHU-9 AHU Coliseum 10 2.8 0.45 466 5.1 7/26/05
AHU-10 AHU Coliseum 10 3.3 0.68 466 5.2 7/26/05
AHU-11 AHU Cotiseum 10 3.3 0.66 467 5.1 7/26/05
AHU-12 AHU Coliseum 10 4.0 0.72 466 6.2 7/26/05
AHU-13 AHU Coliseum 10 3.3 0.78 468 5.3 7/26/05
AHU-14 AHU Coliseum 10 4.1 0.82 467 6.3 7/26/05
AHU-15 AHU Coliseum 7.5 4.0 0.75 466 7.8 7/26/05
AHU-2 AHU Justin Arena 30 8.4 0.67 482 15.1 7/27/05
AHU-3 AHU Justin Arena 30 12.0 0.78 479 18.4 7/27/05
AHU-4 AHU Justin Arena 30 11.9 0.76 478 18.8 7/27/05
AHU-6 AHU West Arena 5 2.1 0.54 474 4.9 7/27/05
Exhibits AHU-1 AHU Texas Rooms 20 4.4 0.43 480 12.3 7/27/05
Hall AHU-2 AHU Texas Rooms 20 7.7 0.70 481 13.2 7/27/05
AHU-3 AHU Texas Rooms 20 6.9 0.69 484 12.0 7/27/05
AHU-4 AHU Texas Rooms 20 5.8 0.63 484 11.1 7/27/05
AHU-6 AHU Texas Rooms 20 3.7 0.45 481 9.8 7/27/05
AHU-7 JAHU Texas Rooms 20 6.6 0.64 482 12.4 7/27/05
AHU-8 AHU Texas Rooms 20 1.6 0.21 482 8.9 7/27/05
AHU-10 AHU Texas Rooms 20 6.3 0.64 481 11.9 7/27/05
AHU-11 AHU Texas Rooms 20 7.8 0.69 481 13.6 7/27/05
AHU-12 AHU Texas Rooms 20 1.8 0.23 480 9.7 7/27/05
AHU-14 AHU Toilet/Concession 5 0.9 0.41 482 2.7 7/27/05
AHU-15 AHU Commons 10 1.3 0.40 482 4.1 7/27/05
AHU-16 AHU Toilet/Concession 5 1.0 0.48 480 2.8 7/27/05
AHU-17 AHU Commons 10 1.0 0.29 481 4.0 7/27/05
AHU-18 AHU West Entry 3 0.7 0.65 480 1.4 7/27/05
AHU-19 AHU Meetin Rooms 25 8.7 0.66 491 15.8 7/27/05
AHU-24 AHU Kitchen 15 6.9 0.74 481 11.2 7/27/05
Moncrief AHU-1 JAHU Watt Arena 10 11.3 1 0.76 456 18.7 7/28/05
Building AHU-2 AHU Watt Arena 10 11.4 1 0.76 460 18.9 7/28/05
AHU-3 AHU Watt Arena 10 5.8 0.56 455 13.1 7/28/05
AHU-4 AHU Watt Arena 10 4.8 0.48 455 12.6 7/28/05
AHU-5 AHU Meeting Rooms 10 NM NM 484 4.0 7/28/05
AHU-6 AHU Meetin Rooms 10 0.78 0.61 460 1.6 7/28/05
AHU-7 AHU Toilet/Commons 2 0.7 0.59 460 1.48 7/28/05
CHWP-1 IPump All 15 10.8 0.86 459 15.8 7/28/05
CHWP-2 IPump All 15 1 11.1 0.85 459 16.5 7/28/05
Central PCWC-1 Pump Coliseum 100 64.0 NM 488 NM 8/03/05
Plant PCWE-1 Pump Exhibit Hall 100 82.0 NM 481 NM 8/03/05
PCCE-2 Pump Chiller 2 50 37.4 NM 482 NM 8/03/05
PCCE-1 Pump lChiller 1 25 21.0 NM 487 NM 8/03/05
PCCC-1 Pump IChillerl 30 20.2 NM 487 NM 8/03/05
PCCC-2 Pump jChiller2 40 27.5 1 NM 485 1 NM 8/03/05
CentralPCLT-1,�+PPuum CoolingTower 50 50.0 NM 486 NM 8/03/05
t �
L Confidential and Proprietary 31
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
Plant PCT-2 Pump Cooling Tower 60 32.3 NM 486 NM 8/03/05
PCWH-1 Pump Richardson Bass 30 22.9 NM 486 NM 8/03/05
TF-1 Fan Cooling Tower 25 14.3 NM 486 NM 8/03/05
TF-2 Fan Cooling Tower 50 19.7 NM 486 NM 8/03/05
TF-3 Fan Cooling Tower 50 21.0 NM 486 NM 8/03/05
Central Library
Central AHU-1 AHU Lower Level 60 14.9 0.83 480 NM 7/26/05
Library AHU-2 AHU Lower Level 60 14.5 0.82 487 NM 7/26/05
AHU-3 AHU Lower Level 60 13.3 0.81 489 NM 7/26/05
AHU-4 AHU Gallery Area 10 6.3 0.68 489 NM 7/26/05
AHU-5 AHU Gallery Area 7.5 4.0 0.66 491 NM 7/26/05
AHU-6 AHU Gallery Area 10 4.0 0.54 491 NM 7/26/05
AHU-7 AHU Gallery Area 10 5.3 0.50 491 NM 7/26/05
AHU-9 AHU Auditorium 7.5 4.2 0.62 487 NM 7/26/05
AHU-10 AHU Lower Level 50 11.3 0.71 490 NM 7/26/05
CTF-1 Fan Cooling Tower 10 7.0 0.78 489 NM 8/3/05
CTF-2 Fan Cooling Tower 10 9.1 0.81 489 NM 8/3/05
CHWP-1 Pump Lower Level, 30 18.7 0.71 489 NM 8/3/05
Gallery
CHWP-2 Pump Lower Level, 30 17.4 0.69 490 NM 8/3/05
Gallery
CWP-1 Pump Lower Level, 25 14.5 0.74 489 NM 8/3/05
Gallery
CWP-2 Pump Lower Level, 25 15.3 0.75 489 NM 8/3/05
Gallery
Notes:
1. Motor HP are nameplate ratings.
2. Only sample measurements were taken. Not all motors listed in Pre-Retrofit HVAC Equipment
Inventory-Motors were measured.
3. NM-Not measured.
4KWWN Confidential and Proprietary 32
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Field Measurements
Chillers
# equip Are tyoc�lir� Vy # A► grey.
.OMA�
w ,
�.
Will Rogers Memorial Center
Central CH-1 Chiller Auditorium, 700 483 NM 4160 NM 8/01/05
Plant Coliseum,
Richardson
Bass,Burnet,
Exhibit
CH-2 Chiller Auditorium, 650 445 NM 4160 NM 8/1/05
Coliseum,
Richardson
Bass,Burnet,
Exhibit
CH-3 Chiller Auditorium, 250 NM NM 4160 NM 8/01/05
Coliseum,
Richardson
Bass,Burnet,
Exhibit
Moncrief CH-1 Chiller Watt Arena, 150 NM NM NM NM 7/25/05
Meeting Rooms
CH-2 Chiller Watt Arena, 150 80 0.79 463 127 7/25/05
Meeting Rooms
Central Library
Central CH-1 Chiller Lower Level, 181 125 0.88 NM NM 7/26/05
Library Gallery
CH-2 Chiller Lower Level, 181 140 0.90 NM NM 7/26/05
Gallery
Notes:
1. Cooling tons are nameplate ratings.
2. NM—Not measured.
WZAIM60N Confidential and Proprietary 33
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Facility Occupancy Hours
Pre-retrofit facility occupancy hours have been separated into the following three(3)categories:
1. Non-Event Areas
2. Event Areas
3. Event Support Areas
All pre-retrofit facility occupancy hours and Event hours are based on the Base Year period of June 2004
to May 2005.
All occupancy hours and Event hours were determined from on-site interviews with WRMC and Central
Library administration staff and operating personnel.
ARLAWN
Confidential and Proprietary 34
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Facility Occupancy Hours
Non-Event Areas
Will Rogers Memorial Center
Auditorium Admin Office 7:00 am—6:00 pm 10:00 am—2:00 pm 10:00 am—2:00 pm 50 3150
Exhibit Hall Stock Show 8:00 am—5:00 pm 10:00 am—1:00 pm 10:00 am—1:00 pm 50 2550
Office
Central Library
Central Public Areas Mon—Thurs,9:00 10:00 am—6:00 pm 10:00 am—7:00 pm 51 3723
Library am—9:00 pm
Fri, 10:00 am—
6:00 pm
Open Offices Mon—Thurs, 10:00 10:00 am—5:00 pm 10:00 am—5:00 pm 51 3060
am-8:00 pm
Fri, 11:00 am—
5:00 pm
Private 8:00 am—5:00 pm 10:00 am—1:00 pm10:00 am—1:00 pm 51 2550
Offices
Notes:
1. All Weekday,Saturday and Sunday hours at Will Rogers Memorial Center are daily averages. Daily
occupancy times will vary some each week.
2. Central Library Open Offices and Private Offices were available during the Public Areas operating
hours. Daily occupancy times will vary some each week.
M Confidential and Proprietary 35
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Facility Occupancy Hours
Event Areas
Setup—material construction and adjustment
Event
Down—conditioned down-time between Setup and Event
Move-out—material removal
Move-in—material placement
u -ms� , $W
Will Rogers Memorial Center
Auditorium Auditorium 296 843 55 73 101 1368
Dressing Rooms 296 843 55 73 101 1368
Coliseum Coliseum 220 1868 5 139 111 2343
Restrooms 220 1868 5 139 111 2343
Burnett Pens 162 2240 0 133 49 2584
Burnett Stalls 322 2599 0 190 136 3247
Burnett Building Cactus 2 4621 4 31 9 480
Longhorn 10 367 0 0 0 377
Corral 10 338 0 0 0 348
WR Suite 0 336 0 0 0 336
Justin Arena 375 2988 51 244 99 3757
Rich:Bass Pens 299 2392 0 143 117 2951
Richardson Rich-Bass Stalls 405 2796 0 210 148 3559
Bass Building Coburn 347 2516 49 183 157 3252
Brown-Lupton Exhibit 239 1785 49 155 62 2290
West Arena 52 1353 24 111 32 1572
West TX Rm 541 1084 6 161 153 1945
Central TX Rm 431 1382 3 203 119 2138
East TX Rm 262 1183 5 146 118 1714
South TX Rm 31 838 7 41 107 1024
Exhibit Hall Round Up Inn 305 1042 15 62 125 1549
Round Up Inn Kitchen 120 562 1 14 28 725
Silver Spur 114 1440 3 79 14 1650
Stagecoach 27 472 1 17 18 535
Pioneer Palace 5 358 0 2 1 366
Watt Arena 320 2242 9 158 87 2816
Moncrief Moncrief Stalls 323 2204 0 200 110 2837
Building Centennial Rm 247 1776 6 113 62 2204
French Rm 295 1634 0 141 62 2132
McFarland Rm 295 1549 0 128 46 2018
Central Library .. WwolC`
UK
Auditorium 10 50 500
Central Library Classroom 20 50 1000
Conference room 24 50 1200
Cable TV Studio 50 51 2550
{ Confidential and Proprietary 36
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Facility Occupancy Hours
Event Support Areas
uildi" AfO6 l $etit,day Hours atur�ia,rHaurg Sunday Hours Waeks Annual
per H aurs
Year
Will Rogers Memorial Center
Visitors Ti kpt 7:00 am—6:00 pm 10:00 am —2:00 pm 10:00 am —2:00 pm 50 3150
Center& Office
Ticket
Office
Coliseum Event 7:00 am—6:00 pm 9.CD0 am—3:00 pm 9:00 am—3,00 pm 50 2!!
f_ffic&s
Exhibit Ticket 8 G(I am—5 (,70 pm 10:00 am — 1:00 pm 10:00 am — 1:00 pm 50 2550 w
Hall 0 F"I.IL C
CurrlrTiun 6:00 am— 12:00 am G:GG am—7.00 pm &00 am—7:00 pm 50 5800
An.
Notes:
1. All Weekday,Saturday and Sunday hours at Will Rogers Memorial Center are daily averages. Daily occupancy times
will vary depending on event schedules.
��I
L Confidential and Proprietary 37
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment O ep rating Hours
Pre-retrofit HVAC equipment operating hours have been separated into the following two(2)categories:
1. AHU & Pump Motors
2. Chillers& Boilers
All pre-retrofit HVAC equipment operating hours are based on the Base Year period of June 2004 to May
2005.
All HVAC DX are allowed to maintain space temperature setpoint year around. There are currently no
Energy Management System controls utilized to shut these units off at night or incorporate setup/setback
strategies.
a d• q r� i�! o;
ZAIMISON
Confidential and Proprietary 38 -
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Operating Hours
Motors
Ouilding IDEqulp Area serteA Air.
X "XT �
a
Will Rogers Memorial Center
Aud. AHU-1 AHU Auditorium 40 3800
Coliseum AHU-1 AHU Coliseum 10 7270
AHU-2 AHU Coliseum 10 7270
AHU-3 AHU Coliseum 10 7270
AHU-4 AHU Coliseum 10 7270
AHU-5 AHU Coliseum 10 7270
AHU-6 AHU Coliseum 10 7270
AHU-7 AHU Coliseum 10 7270
AHU-8 AHU Coliseum 10 7270
AHU-9 AHU Coliseum 10 7270
AHU-10 AHU Coliseum 10 7270
AHU-11 AHU Coliseum 10 7270
AHU-12 AHU Coliseum 10 7270
AHU-13 AHU Coliseum 10 7270
AHU-14 IAHU Coliseum 10 7270
AHU-15 IAHU Coliseum 7.5 7270
Richardson AHU-1 AHU Justin Arena 30 5800
Bass AHU-2 AHU Justin Arena 30 1 5800
Building AHU-3 AHU Justin Arena 30 5800
AHU-4 AHU Justin Arena 30 5800
AHU-5 AHU West Arena 5 5800
AHU-6 IAHU West Arena 5 5800
Exhibits AHU-1 AHU Texas Rooms 20 5800
Hall AHU-2 AHU Texas Rooms 20 5800
AHU-3 AHU Texas Rooms 20 5800
AHU-4 AHU Texas Rooms 20 5800
AHU-5 AHU Texas Rooms 20 5800
AHU-6 AHU Texas Rooms 20 5800
AHU-7 IAHU Texas Rooms 20 5800
AHU-8 AHU Texas Rooms 20 5800
AHU-9 AHU Texas Rooms 20 5800
AHU-10 AHU Texas Rooms 20 5800
AHU-11 AHU Texas Rooms 20 5800
AHU-12 AHU Texas Rooms 20 5800
AHU-13 AHU East Entry 5 5800
AHU-14 IAHU Toilet/Concession 5 5800
AHU-15 AHU Commons 10 5800
AHU-16 AHU Toilet/Concession 5 5800
AHU-17 AHU Commons 10 5800
AHU-18 AHU West Ent 3 5800
AHU-19 AHU Meeting Rooms 25 5800
AHU-20 AHU Round Up Inn 15 5800
AHU-21 AHU Sta e/Dressing 15 5800
AHU-22 AHU Round Up Inn 15 5800
AHU-23 AHU Round Up Inn 25 5800
AHU-24 AHU Kitchen 15 5800
Moncrief AHU-1 AHU Watt Arena 10 5800
Building AHU-2 AHU Watt Arena 10 5800
AHU-3 AHU Watt Arena 10 5800
AHU-4 AHU lWaft Arena 10 5800
AHU-5 AHU I Meeting Rooms 10 5800
Moncrief AHU-6 AHU I Meeting Rooms 10 5800
w �f
tT 1 V Confidential and Proprietary 39
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Building AHU-7 AHU Toilet/Commons 2 5800
AHU-8 AHU Control Booth 2 5800
CHWP-1 Pump All 15 5800
CHWP-2 Pump All 15 2800
HWP-1 Pump All 10 1400
HWP-2 Pump All 10 1400
HWBP-1 I Pump AHU-5 0.5 2800
HWBP-2 Pump AHU-6 0.5 2800
Central PCCE-1 Pump Chiller 1 Evap. 25 0
Plant PCCE-2 Pump Chiller 2 Evap. 50 4831
PCCE-3 Pump Chiller 3 Evap. 20 1900
PCCC-1 Pump Chiller 1 Cond. 30 0
PCCC-2 Pump Chiller 2 Cond. 40 4831
PCCC-3 Pump Chiller 3 Cond. 15 1900
PCWE-1 Pump Exhibit Hall 100 5800
PCWC-1 Pump Coliseum 100 3800
PCWH-1 Pump Richardson Bass 30 5800
PCWP-1 Pump Auditorium 20 7270
PHWR-1 Pump Main Complex 15 1800
PHWR-2 Pump Main Complex 50 1800
FPHWR-3-TPump Main Complex 50 1800
Central Library
Central AHU-1 AHU Lower Level 60 8760
Library AHU-2 AHU Lower Level 60 8760
AHU-3 AHU Lower Level 60 8760
AHU-4 AHU Gallery Area 10 8760
AHU-5 AHU Gallery Area 7.5 8760
AHU-6 AHU Gallery Area 10 8760
AHU-7 AHU Gallery Area 10 8760
AHU-9 JAHU Auditorium 7.5 8760
AHU-10 AHU Lower Level 50 8760
AHU-11 AHU Meetin Room 1.5 8760
AHU-13 AHU Electrical Room 0.5 8760
RF 1 Fan Lower Level 25 0
RF 2 Fan Lower Level 25 0
RF 3 Fan Lower Level 25 0
RF 10 Fan Lower Level 25 0
CTF-1 Fan Cooling Tower 10 2415
CTF-2 Fan Cooling Tower 10 2415
CHWP-1 Pump Lower Level,Gallery 30 5190
CHWP-2 Pump Lower Level,Gallery 30 5289
CWP-1 Pump Lower Level,Gallery 25 5190
CWP-2 Pum Lower Level,Gallery 25 5289
HWP-1 I Pump I Lower Level,Gallery 15 1400
HWP-2 I Pump I Lower Level,Gallery 15 1400
Notes:
1. Operating hours were calculated using operating personnel interviews,utility bill modeling,and logger data
information.
MW Confidential and Proprietary 40
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit HVAC Equipment Operating Hours
Chillers and Boilers
Bill t1 u At�ea Se3ryed Annual
--� maky x (�p�.fYia3KM�
sK: HOttTYS
Will Rogers Memorial Center
Central CH-1 Chiller Auditorium,Coliseum, 0
Plant CH-2 Chiller Burnett Building, 4831
CH-3 Chiller Richardson Bass, 1900
B-1 Boiler Exhibit Hall 900
B-2 Boiler 900
Moncrief CH-1 Chiller Watt Arena and 5800
Building CH-2 Chiller Meeting Rooms 2800
B-1 IBoiler 1400
IB-2 jBoiler 1400
Central Library
Central CH-1 Chiller Lower Level and 4380
Library CH-2 Chiller Gallery Area 4380
B-1 Boiler 1400
B-2 Boiler 1400
Notes:
1. Operating hours were calculated using operating personnel interviews,utility bill modeling,logger data
information,and chiller and boiler logs.
2. For multiple chiller&boiler installations in each plant,annual operating hours represent average operating hours.
Some chillers and boilers ran longer than others.
JSAISON
aXqR Confidential and Proprietary 41
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Events & Attendance
Will Rogers Memorial Center
Event—singular events
Use Days —number of days events are happening and open to the public
Event Days —number of days the event is in each of the areas within WRMC
� 1yl �if �fl IAB@y�{ 3
June 2004 37 169 63 150,018
July 2004 27 198 57 151,214
August 2004 26 158 50 131,897
September 2004 35 136 69 142,930
October 2004 42 178 82 87,431
November 2004 37 192 67 155,221
December 2004 19 115 38 84,800
January 2005 2 268 20 89,900
February 2005 36 165 63 110,318
March 2005 51 185 81 104,023
April 2005 37 179 72 88,356
May 2005 51 154 94 79,650
Notes:
1. Event information and attendance provide by WRMC staff.
MN AgISON
Confidential and Proprietary 42
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Pre-Retrofit Power Factor Measurements
All pre-retrofit power factor measurements are based on the Base Year period of June 2004 to May 2005.
City Hall—ESI ID# 10443720005580295
Month KW 4CP PF
Jun-04 1375 1154 89.0
Jul-04 1447 1137 90.3
Aug-04 1462 1113 92.3
Sep-04 1202 1119 91.
Oct-04 1369 1117 91.
Nov-04 1331 1130 90.
Dec-04 1216 1124 91.
Jan-05 1226 1133 90.
Feb-05 1208 1116 92.0
Mar-05 1228j 1117j 91.
Apr-05 1348 111 92.1
May-05 14471 11501 89.
FWCC—ESI ID# 10443720002594622
Month KW 4CP PF
Jun-04 1580 911 86.
Jul-04 1337 911 86.0
Aug-04 1476 911 86.0
Sep-04 1373 898 87.
Oct-04 1396 908 86.
Nov-04 1450 912 85.
Dec-04 1445 943 83.1
Jan-05 1389 907 86.
Feb-05 1377 899 87.2
Mar-05 1432 915 85.7
Apr-05 1501 908 86.
May-05 1394 910 86.1
AH.-WN
Confidential and Proprietary 43
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
FWCC-ESI ID# 10443720002595645
Month KW 4CP PF
Jun-04 954 646 93.7
Jul-04 1089 646 92.2
Aug-04 1050 646 92.0
Sep-04 891 646 92.1
Oct-04 893 646 92.4
Nov-04 1035 646 94.7
Dec-04 998 646 93.
Jan-05 1017 646 94.
Feb-05 1025 646 94.4
Mar-05 960 646 95.0
Apr-05 978 646 94.
May-05 938 646 91.9
FWCC- ESI ID# 10443720008510973
Month KW 4CP PF
Jun-04 1803 876 87.0
Jul-04 1712 876 87.
Aug-04 1720 876 87.
Sep-04 1648 876 87.
Oct-04 14821 876 87.0
Nov-04 1337 876 87.0
Dec-04 1152 876 87.0
Jan-05 1030 876 87.0
Feb-05 1325 876 87.0
Mar-05 1473 876 87.0
Apr-05 12461 876 87.0
May-05 16111 876 87.0
FWCC-ESI ID# 10443720002595676
Month KW 4CP PF
Jun-04 304 423 89.7
Jul-04 501 426 89.
Aug-04 628 416 91.1
Sep-04 554 405 93.7
Oct-04 569 399 95.0
Nov-04 317 411 92.3
Dec-04 387 402 94.4
Jan-05 592 402 94.2
Feb-05 449 404 93.
Mar-05 479 406 93.
Apr-05 360 402 94.2
May-05 3361 426 89.0
(3ZXNMJ@L1�MIV
Confidential and Proprietary 44
City of Fort Worth- Phase II Performance Contract Schedule 2.1
Exhibit 6
WRMC-ESI ID# 10443720005581504
Month KW 4CP PF
Jun-04 641 641 87.0
Jul-04 626 626 87.0
Aug-04 569 569 87.
Sep-04 425 425 87.0
Oct-04 518 518 87.0
Nov-04 550 550 90.7
Dec-04 355 355 86.
Jan-05 550 550 82.8
Feb-05 484 484 91.
Mar-05 443 444 90.6
Apr-05 4801 480 87.4
May-05 5511 551 87.1
WRMC-ESI ID# 10443720005581535
Month KW 4CP PF
Jun-04 2126 1647 85.0
Jul-04 2056 1647 85.0
Aug-04 2165 1647 85.0
Sep-04 1808 1655 84.
Oct-04 1567 1634 85.7
Nov-04 1915 1626 86.1
Dec-04 1892 1617 86.6
Jan-05 2224 1573 89.0
Feb-05 2219 1517 92.3
Mar-05 1956 1588 88.2
Apr-05 1800 1645 85.1
May-05 1794 1645 85.1
WRMC-ESI ID# 10443720008456818
Month KW 4CP PF
Jun-04 456 456 89.3
Jul-04 429 429 88.1
Aug-04 526 526 88.
Sep-04 336 336 90.2
Oct-04 401 401 87.4
Nov-04 373 373 87.4
Dec-04 351 351 94.8
Jan-05 430 430 94.8
Feb-05 368 368 95.0
Mar-05 2741 274 84.1
Apr-05 338 338 92.3
May-05 4101 410 86.7
NMQLK WN
Confidential and Proprietary 45
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 6
Central Library—ESI ID# 10443720007500623
Month KW 4CP PF
Jun-04 845 852 85.
Jul-04 860 852 85.
Aug-04 910 852 85.
Sep-04 879 854 85.3
Oct-04 849 853 85.4
Nov-04 856 853 85.4
Dec-04 774 833 87.5
Jan-05 816 842 86.5
Feb-05 837 865 84.2
Mar-05 798 850 85.7
Apr-05 892 855 85.2
May-05 9311 853 85.4
ODNAH7r.,1(V
LS Confidential and Proprietary 46
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 7
POST-RETROFIT CONDITIONS
Post-Retrofit HVAC Indoor Temperature Setpoints
Except for areas housing books,archives and paintings, Facility Management System (FMS)will be setup
to maintain the following occupied and unoccupied indoor conditioned space temperatures at all WRMC
buildings and Central Library areas:
Cooling Mode Cooling Mode Heating Mode Pleating Mode
Occupied Unoccupied Occupied Wnor cupied'i
Period Period Perlod Period
73-Deg.F 85-Deg.F 70-Deg.F 50-Deg.F
Minimum Minimum Maximum Maximum
FMS will be setup to maintain the following occupied and unoccupied indoor conditioned space
temperatures and relative humidity at all Central Library areas housing books, archives and paintings:
Cooling Made Cooling Mode bleating Made Heating Mode Relative
Occupied Unoccupied Occupied Unoccupied Humidity
Period. Period Period Period All Periods
73-Deg.F 82-Deg.F 70-Deg.F 52-Deg.F 40-60 %
Minimum Minimum Maximum Maximum
Note: Reference for Central Library indoor conditions is 1999 ASHRAE Applications Handbook,
Chapter 20, Table 2, Class A Controlled Space
Post-Retrofit Facility Occupancy Hours
Post-retrofit facility occupancy hours for Nor}Event Areas, Event Areas and Event Support Areas will be
the same as Pre-Retrofit Facility Occupancy Hours shown in Exhibit 6.
Post-Retrofit HVAC Equipment Operating Hours
Post-Retrofit HVAC Equipment Operating Hours will be based on Pre-Retrofit Facility Occupancy Hours
shown in Exhibit 6.
FMS will automatically provide warm-up/cool-down HVAC system start times so that conditioned areas
will meet the above-listed occupied indoor conditioned space temperatures and relative humidity during
occupied periods.
JCI will monitor post-retrofit HVAC equipment run-times through the FMS.
-.419WN
CONTF Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 7
Post-Retrofit HVAC Equipment Operating Hours
Non-Event Areas
02
WRMC
Auditorium I RTU-1 I Admin Office 7:00 am—6:00 Pm 3 hours 3 hours 1 50 3050
Exhibit Hall RTU-2 Stock Show 8:00 am—5:00 pm 3 hours 3 hours 50 2550
Office
Central Library
Central All AHU's Entire Mon—Thurs, 10:00 am— 10:00 am— 51 4029
Library except AHU- Complex 8:00 am—9:00 pm 6:00 pm 7:00 pm
9&11, except Fri,
Central Plant Auditorium& 8:00 am—6:00 pm
Equipment Meeting Rm
Post-Retrofit HVAC Equipment Operating Hours
Event and Event Support Areas
For Event areas and Event Support areas, there will be no typical weekly HVAC schedules. City
personnel will be responsible for setting up HVAC schedules to meet occupied indoor conditioned space
temperatures during Events only. All other times, Event and Event Support areas must be maintained at
unoccupied indoor conditioned space temperatures. HVAC schedules will be set up for chillers, boilers,
pumps, AHU's and DX units.
Post-Retrofit Events & Attendance
Post-retrofit events& attendance will be the same as Pre-Retrofit Events&Attendance shown in Exhibit
6.
Post—Retrofit Power Factor Measuements
Post-retrofit power factor will be 0.95 or higher each month for all electric meters included in this
Agreement. Electric utility service company will measure power factor for each account each month.
4AIgISON
Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 2.1
Exhibit 8
RESPONSIBILITIES OF JCI AND THE CUSTOMER
This Exhibit details the individual responsibilities of JCI and of the Customer, not otherwise set forth in
this Performance Contract, in connection with the management and administration of the Assured
Performance Guarantee.
Johnson Controls, Inc. City of Fort Worth
1. Provide monthly savings reports during 1. Provide to Johnson Controls, Inc. reports of any
the first year of guarantee and quarterly significant changes in schedules, operating hours,
savings reports years 2 through 10 based conditioned area, personnel levels or any other item
on savings methodology described in this which may have an impact on utility consumption
Agreement. and other operating costs.
2. Regular monitoring and maintenance of 2. Provide access to designated Johnson Controls
facility improvement measures to maintain employees for the purpose of verifying, adjusting
peak operating efficiency, and/or maintaining the facility improvement
measures employed at the various facilities.
3. Report any operational or retrofit 3. Notify Johnson Controls, Inc. within 48 hours of the
opportunities that would further increase failure of any equipment, controls or strategies that
the efficiency of the facilities. might impact avoided costs.
4. Meet all contractual obligations. 4. Continue preventive maintenance on new
mechanical and electrical equipment associated with
this agreement which is not covered by JCI Service
Contract.
AFfWN
OCIN LS Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 3.1
SERVICES SCHEDULE
1. SCOPE OF SERVICE. JCI and the Customer agree that the services checked below will be provided
by JCI at the Customer's facility.
17 Primary Air Conditioning Equipment (PRIME)
a Primary Air Conditioning Equipment(Basic)
17 Fire Detection and Management Systems(Premium)
17 Fire Detection and Management Systems(Basic)
13 Facility Operations
13 Reciprocating Air Conditioning Equipment(Premium)
13 Reciprocating Air Conditioning Equipment(Basic)
13 Associated Air Conditioning and Heating Covered Equipment(Premium)
17 Associated Air Conditioning and Heating Covered Equipment(Basic)
13 Maintenance Management Services
13 Primary Heating Covered Equipment(Premium)
13 Primary Heating Covered Equipment(Basic)
13 Automatic Temperature Controls(Premium)
13 Automatic Temperature Controls (Basic)
17 Training
17 Facility Management Systems(Premium)
17 Facility Management Systems (Basic)
17 Security Management Systems(Premium)
17 Security Management Systems(Basic)
a Assured Performance Guarantee
❑ Energy System Management Services
❑ Metasys Training
2. EXTENDED SERVICE OPTIONS FOR PREMIUM AND PRIME COVERAGES. On-site repair
services will be provided during JCI's normal business hours, unless one of the following options is
checked:
17 24-5 Extended Service--JCI will provide on-site response 24 hours a day, 5 days a week
(Monday thru Friday, except JCI holidays)
17 24-7 Extended Service--JCI will provide on-site response 24 hours a day, 7 days a week
(including holidays)
MWAKFION
Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 3.1
3. DEFINITIONS. The terms used in this Services Schedule shall be defined as follows:
(a) COVERED EQUIPMENT means the equipment for which services are to be provided under
this Services Schedule and installed under Schedule 1.1 and any other Covered Equipment
Lists attached to this Services Schedule.
(b) EQUIPMENT FAILURE means the sudden and accidental failure of moving parts or electric
or electronic components that are part of the Covered Equipment and that are necessary for
its operation.
(c) SCHEDULED SERVICE VISITS include labor required to perform inspections and
preventive maintenance on Covered Equipment.
(d) SCHEDULED SERVICE MATERIALS include materials required to perform Scheduled
Service Visits on Covered Equipment.
(e) REPAIR LABOR includes labor necessary to restore Covered Equipment to working
condition following an equipment failure and excludes total equipment replacement due to
obsolescence or unavailability of parts.
(f) REPAIR MATERIALS include materials necessary to restore Covered Equipment to
working condition following an equipment failure and excludes total equipment replacement
due to obsolescence or unavailability of parts. At JCI's option, Repair Materials may be
new, used, or reconditioned. All Repair Materials are covered by the warranty as described
below.
(g) BASIC COVERAGE includes Scheduled Service Visits, plus Scheduled Service Materials if
otherwise noted in this Services Schedule,for Covered Equipment.
(h) PREMIUM LEVEL COVERAGE includes BASIC COVERAGE as well as Repair Labor, plus
Repair Material if otherwise noted in this Services Schedule, for Covered Equipment.
(i) EXTENDED SERVICE includes extended service for repairs and is available only if
Customer has PREMIUM or PRIME coverage. The price for Extended Service, if chosen by
Customer, is part of the total price Customer will pay. Should a defect be found during an
Extended Service visit that JCI is not responsible for under this Services Schedule,
Customer agrees to pay JCI's standard fee for any services rendered. Should Repair Labor
or Repair Materials be performed in periods beyond the Extended Service period, Customer
agrees to pay JCI's standard fee for any services rendered beyond the Extended Service
period. PRIME LEVEL COVERAGE includes BASIC COVERAGE as well as Repair Labor,
plus Repair Materials if otherwise set forth in this Services Schedule,for Covered Equipment
consisting of centrifugal, absorption, or screw chillers. PRIME LEVEL COVERAGE also
includes Repair Labor, and Repair Materials if otherwise set forth in this Services Schedule,
for diagnosed imminent equipment failure as well as actual equipment Failure, and the
following:
(i) JCI will analyze diagnostic tests including Pre?Vue Vibration Analysis and
spectrochemical oil analysis megohm readings. All diagnostic tests must be performed
at JCI-prescribed frequencies and to JCI-specified test standards. Coverage will
include Repair Labor and Repair Material for heat exchanger tubes if an Eddy Current
Analysis, acceptable to JCI, has been performed in the three years prior to this
Services Agreement Schedule and is provided to JCI, or such a test will be performed
as part of this Services Agreement Schedule.
(ii) Should JCI's analysis suggest the existence or the possibility of equipment
deterioration outside anticipated or acceptable oDnditions, JCI may at its option take
corrective steps necessary to prevent further deterioration or breakdown of the
Covered Equipment. JCI retains sole judgment over whether equipment conditions are
JWWON
Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 3.1
considered acceptable, whether corrective steps should be taken, or what steps, if any,
need to be taken. Performance of any corrective steps under this PRIME coverage is
not a guarantee that equipment failure or downtime will not occur.
Q) EXTENDED SERVICE includes extended service for repairs and is available only if
Customer has PREMIUM or PRIME coverage. The price for Extended Service, if chosen by
Customer, is part of the total price Customer will pay. Should a defect be found during an
Extended Service visit that JCI is not responsible for under this Services Schedule,
Customer agrees to pay JCI's standard fee for any services rendered. Should Repair Labor
or Repair Materials be provided in periods beyond the Extended Service period, Customer
agrees to pay JCI's standard fee for any services rendered beyond the Extended Service
period.
4. WARRANTY. JCI warrants that its services will be provided in a good and workmanlike manner and
that parts repaired or replaced by JCI will be free form defects in workmanship, design, and material
until the end of this Agreement or for one year, whichever is earlier. JCI's sole obligation shall be to
repair or to replace defective parts or to properly redo defective services. JCI DISCLAIMS ALL
OTHER WARRANTIES ON THE EQUIPENT FURNISHED UNDER THIS AGREEMENT,
INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE.
5. INITIAL EQUIPMENT INSPECTION FOR PREMIUM OR PRIME COVERAGES. JCI will inspect the
Covered Equipment within 45 days of the date of this Services Schedule or as seasonal or
operational conditions permit. JCI will advise Customer if JCI finds any Covered Equipment not in
working order or in need of repair. With the Customer's approval, JCI will perform the work necessary
to put the Covered Equipment in proper working condition. To the extent that Covered Equipment is
not subject to warranty or other obligation of JCI for its repair, this work will be done at JCI's standard
fee for parts and labor in effect at that time. If the Customer does not want JCI to do the work
identified by JCI, or if Customer does not have the work done, the Covered Equipment will be
removed from the list of Covered Equipment and the price of this Services Schedule will then be
adjusted.
6. CUSTOMER OBLIGATIONS AND COMMITMENTS TO JCI. The Customer warrants hat, to the
best of Customer's knowledge, all Covered Equipment is in good working condition and the Customer
has given JCI all information of which Customer is aware concerning the condition of the Covered
Equipment. The Customer agrees that, during the term of this Services Schedule, the Customer will:
(a) operate the Covered Equipment according to the manufacturer's recommendations;
(b) keep accurate and current work logs and information on the Covered Equipment as
recommended by the manufacturer;
(c) provide an adequate environment for Covered Equipment as recommended by the manufacturer
or as recommended by JCI, including adequate space, electrical power, air conditioning, and
humidity control;
(d) notify JCI immediately of any Covered Equipment malfunction, breakdown, or other condition
affecting the operation of the Covered Equipment;
(e) allow JCI to start and stop, periodically turn off, or otherwise change or temporarily suspend
equipment operations so that JCI can perform the services required under this Services
Schedule; and
(f) provide proper condenser and boiler water treatment, as necessary, for the proper functioning of
Covered Equipment, if such services are not JCI's responsibility under this Services Agreement
Schedule.
The Customer acknowledges that its failure to meet these obligations will relieve JCI of any
responsibility for any breakdown, or any necessary repair or replacement, of any Covered 7-qu tt
and may require adjustments under Schedule 2, Assured Performance Guarantee Schedul c �
Y q 1
tAi"ZFt �
CONTMLS Confidential and Proprietary 3
City of Fort Worth— Phase II Performance Contract Schedule 3.1
7. CHANGES TO COVERED EQUIPMENT. To the extent permitted under the Performance Contract,
the Customer retains the right to make changes or alterations to the Covered Equipment. If, in JCI's
opinion, such changes or alterations substantially affect JCI's services or obligations, JCI shall have
the right to make appropriate changes to the scope or to the price of this Services Schedule or to
both.
8. ACCESS. The Customer will give JCI full access to all equipment that is either Covered Equipment
or associated with it when JCI makes reasonable requests for such access. If access cannot be
provided, JCI's obligations under this Services Schedule will be suspended until such access to the
equipment is provided. Matters affecting JCI's access to the equipment may include, but are not
limited to, the removal, replacement, repair, refinishing, restoration, reconstruction, or other remedial
actions taken by the Customer with respect to Covered Equipment or to the Customer's facility.
Suspension of JCI's duties for this reason will not cancel or suspend any of the Customer's
obligations under this Services Schedule.
9. EXCLUSIONS. JCI's services under this Services Agreement Schedule do not include:
(a) supplies, accessories, or any items normally consumed during the use of Covered
Equipment, such as ribbons, bulbs, and paper;
(b) calls resulting from lack of operator-level preventive maintenance, site-related problems, or
operator error;
(c) service calls due to failures resulting from acts of God, abuse or misuse of Covered
Equipment, or alterations, modifications, or repairs to Covered Equipment not performed or
provided by JCI;
(d) the furnishing of materials and supplies for painting or refinishing Covered Equipment;
(e) electrical work to the Customer's facility necessary because of Covered Equipment;
(f) service calls resulting from attachments made to Covered Equipment or other equipment not
covered by this Services Schedule;
(g) the repair or replacement of ductwork, casings, cabinets, structural supports, tower
fill/slats/basin, hydronic and pneumatic piping, and vessels, gaskets, and piping not normally
replaced or maintained on a scheduled basis, and removal of oil from pneumatic piping;
(h) service calls resulting from the effects of erosion, corrosion, acid cleaning, or damage from
unexpected or especially severe freezing weather that is beyond what is prevented by JCI's
normal maintenance;
(i) work caused by any operation of, adjustments to, or repair to, Covered Equipment by others
not authorized in advance by JCI;
(j) work caused by the negligence of others, including but not limited to equipment operators
and water treatment companies;
(k) service calls due to failures caused by improper environmental conditions affecting Covered
Equipment or electrical power fluctuations, if due to conditions beyond JCI's control, and
service calls required because JCI had previously been denied access to the Covered
Equipment; and
(1) disposal of hazardous wastes. Hazardous wastes remain the property and the responsibility
of the Customer even when removed from equipment or replaced by JCI as provided by the
terms of this Services Schedule. The Customer shall be responsible for the proper storage
and disposal of hazardous wastes. This includes, but is not limited to, used oil, contaminated
or uncontaminated refrigerant, and PCBs.
HNN
LO Confidential and Proprietary 4
City of Fort Worth— Phase II Performance Contract Schedule 3.1
The following Exhibits are attached and made part of this Schedule:
Exhibit 1 Assured Performance Guarantee
Exhibit 2 Primary Air Conditioning Equipment(Basic)
Exhibit 3 Annual Inspection Tasks-Chillers
H SON
CON' LO Confidential and Proprietary 5
City of Fort Worth— Phase II Performance Contract Schedule 3.1
This Schedule is attached to and made a part of the Performance Contract between JOHNSON
CONTROLS INC. and the CITY OF FORT WORTH.
Johnson Controls, Inc.
Signature:
Printed Name: Richard Harvey
Title: Regional Solutions Manager
Date: 113 .A 17-14 6
ty of rth City of Fort Worth
Signatu e: (7 9� Signature:
Printed Name: Marc Ott Printed Name: Robert Goode
Title: Assistant City Manager Title: Director,Transportation and
Public Works(TPW)
Date: 3 '7—z)IO _ Date: J/Z 1
City of Fort Worth 14V* City of Fort Worth
Signature: Signature:
53
Printed Name: Amy Ramsey Printed Name: Marty Hendrix
Title: Assistant City Attorney Title: City Secretary
Date: ) Date: IT
OONTTj �I V
L Confidential and Proprietary 6
City of Fort Worth— Phase II Performance Contract Schedule 3.1
Exhibit 1
ASSURED PERFORMANCE GUARANTEE
JCI Assured Performance Guarantee (APG) Responsibilities:
Performance Reporting Services
a) Provide monthly savings reports during the first year of guarantee and quarterly savings reports
years 2 through 10 based on savings methodology described in this Agreement. Reporting shall
include the following:
• Energy savings calculations for period compared to targets.
• Status of energy and operational savings strategies implemented by JCI.
Performance Assurance Services
a) Remote monitoring of facility management system
• Review of status and operation of energy and operational savings measures implemented by
JCI. Implement corrective actions as needed.
• Review Run Time Totalization for period on selected equipment.
• Review Trending of selected equipment for period.
• Site visit to review facility management system and consultation with Customer's Energy
Manager.
• Report any operational or retrofit opportunities that would increase energy savings.
b) Training
• Customer consultation.
• Telephone support as required.
T Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 3.1
Exhibit 2
PRIMARY AIR CONDITIONING AND REFRIGERATION EQUIPMENT
SYSTEM ASSURANCE SERVICES
"Basic" Coverage
❑ 1. Scheduled Service Visits-JCI will provide services so that the Customers listed equipment
receives Operational Inspections per year.Inspection services include,but are not limited to,
those on the attached schedule(s).
❑ 2. Scheduled Service Materials-JCI will provide materials necessary to complete JCI's Operational
Inspection services.
® 3. Comprehensive Annual Inspection-JCI will provide services so that the Customers listed
equipment receives one Comprehensive Annual Inspection each year. Annual Inspection tasks
include,but are not limited to,those on the attached schedule(s).
® 4. Annual Inspection Materials-JCI will provide materials necessary to complete JCI's
Comprehensive Annual Inspection services.
❑ 5. Refrigerant Transfer Service -JCI will transfer refrigerant from the Centifugal and Screw Chillers
into the Customers storage tanks for off-season storage,and transfer the refrigerant from the storage
tanks back to the chillers)prior to start-up.
❑ 6. Diagnostic Services-JCI will provide diagnostic services according to the indicated schedule(s).
These diagnostic services are in addition to the minimum tests required if PRIME coverage is
selected.
No.of Spectrochemical Oil Analyses per year No.of Pre•Vue Vibration Analyses
per year
No.of Eddy Current Tube Analyses per year No.of Lithium Bromide Analyses
per year
® 7. Tube Cleaning Services-JCI will mechanically brush condenser tubes once per year.
® Heads to be removed by JCI ❑ Heads to be removed by Customer
❑ 8. Water Treatment-JCI will perform or obtain appropriate water treatment services according to the
attached schedule.
® 9. Enhancement Engineering-JCI monitors the overall performance of the Customer's equipment,
taking into consideration current manufacturer's recommendations,reliability,productivity,operating
cost,and changes in use.When JCI identifies alterations,upgrades, retrofits,etc.,which will benefit
the customer,JCI will suggest appropriate action.
JNJISON
MNM Confidential and Proprietary 1
• City of Fort Worth— Phase II Performance Contract Schedule 3.1
Exhibit 2
"Prime" Coverage
❑ 1. Repair Labor-During JCI's normal working hours,JCI will provide On Call and Preventive repair
labor.On Call repairs are provided for Equipment Failures. Preventive repairs are specifically
applied preemptive repairs performed to avoid predicted breakdowns.JCI determines the need for
preventive repairs through JCI's analysis of the required diagnostic tests,as listed below.
Centrifugal Chillers-a minimum of 2 Oil and 2 Vibration Analyses per year.
Screw Chillers-a minimum of 2 Oil Analyses and 2 Vibration Analyses per year.
Absorption Chillers-a minimum of 1 Lithium Bromide analysis per year.
❑ 2. Repair Materials-JCI will provide the replacement parts(s)as required to restore covered
equipment to operating condition,following an actual or predicted Equipment Failure. In addition,
refrigerant lost as a consequence of the Equipment Failure will be replaced.
❑ 3. Heat Exchange Tube Repairs-JCI will provide repair services for the Customer's chiller heat
exchange tubes under the repair coverage as indicated above.These services will be provided
contingent upon JCI's review of a satisfactory Eddy Current Tube Analyses completed within three
years prior to the date of coverage or as part of this agreement,which shows the tubes to be in a
condition which is acceptable to JCI.
❑ 4. Extended Service -On-site repair services for covered equipment will be extended beyond JCI's
normal working hours,in accordance with the Extended Service Option checked below:
❑ 24-5 Extended Service -JCI will provide on-site response 24 hours a day,5 days a week
(Monday thru Friday)(except JCI's holidays).
❑ 24-7 Extended Service -JCI will provide on-site response 24 hours a day,7 days a week.
Form E9116(08/92)
� Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 3.1
Exhibit 3
ANNUAL INSPECTION TASKS-CHILLERS
JCI annual inspection tasks for chillers will include the following:
Comprehensive Care: Hermetic-Centrifugal Chillers
➢ Perform Detailed Inspection and Analysis on Chiller, Chiller Controls and Sub-Systems;
➢ Log Operational Readings and Review Operations with City Building Equipment Operator;
➢ Calibrate Equipment System Safeties;
➢ Inspect System Connections and Tighten as necessary;
➢ Remove Oil Sample for Lab Analysis and Provide City Written Oil Analysis Report;
➢ Change Oil as Recommended by Manufacturer or Based on Oil Analysis Report;
➢ Change Oil Filter;
➢ Change Refrigerant Drier;
➢ Remove and Inspect Condenser Head, Brush/Clean Condenser Tubes;
➢ Start Chiller and Log Operating Parameters;
➢ Checkout with City Building Equipment Operator, reviewing all above.
Chiller Equipment
➢ Will Rogers Memorial Center: 1-700-RT(existing)
1-650-RT(new)
1-250-RT(new)
➢ Downtown Central Library: 2-200-RT(new)
CONTTWN
L Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 4.1
TERM AND PAYMENT SCHEDULE
1. PRICE AND PAYMENT TERM. The Customer shall make payments to JCI for Work performed as
specified in Schedule 1.1, as well as payments for Services rendered as identified in Schedule 3.1.
(a) Progress Payments
The price to be paid by the Customer for the Work specified in Schedule 1.1 shall be
$2.375.659.
JCI will submit a Schedule of Values with each invoice for approval by the Customer.
JCI will make current estimates in writing for review by Customer of materials in place and
the amount of work performed during the preceding period and the value thereof at the prices
contracted for as shown on the approved Schedule of Values and Progress Schedule.
JCI may submit invoices twice per month. The Customer will make payment within 20
business days of Customer approval of invoice. Normal payment cycle is 10 business days.
JCI will submit first invoice for all completed engineering work and mobilization on the date
this Agreement is signed and executed.
If payments are to be made on account of materials or equipment not incorporated in the
Work but delivered and suitably stored at the site or in an independent, bonded warehouse
such payments shall be conditioned upon submission by JCI of bills of sale or such other
procedures satisfactory to Customer to establish Customer's title to such materials or
equipment or otherwise protect Customer's interest including applicable insurance and
transportation to the site.
JCI warrants and guarantees that title to all Work, materials and equipment covered by an
Application for Payment, whether incorporated in the Project or not, will pass to Customer
upon the receipt of such payment by JCI, free and clear of all liens, claims, security interests
or encumbrances hereinafter referred to as "liens'; and that no Work, materials or equipment
covered by an Application for Payment will have been acquired by JCI, or by any other
persons performing the Work at the site or furnishing materials and equipment for the Work,
subject to an agreement under which an interest therein or an encumbrance thereon is
retained by the seller or otherwise imposed by JCI or such other person.
JCI shall prepare each application for payment on AIA Document G702, "Application and
Certificate for Payment", and attached thereto AIA Document G703, "Continuation Sheet", to
indicate the progress made to date and the period or month for which payment is requested
for each Item listed in the Schedule of Values. A copy of the revised work progress schedule
must be attached before the pay request can be accepted.
Final payment, constituting the entire unpaid balance for the Work, shall be made to JCI
within 30 days after the Substantial Completion Date. Payments may be withheld on account
of any breach of this Agreement by JCI and claims by third parties (including JCI
subcontractors and material suppliers), but only to the extent that written notice has been
provided to JCI and JCI has failed, within ten days of the date of receipt of such notice, to
provide adequate security to protect Customer from any loss, cost, or expense related to
such claims.
CONAHNN
LS Confidential and Proprietary 1
City of Fort Worth— Phase II Performance Contract Schedule 4.1
(b) Services
The total price for JCI's Services during the Term of this Agreement is $370,639 for Assured
Performance Guarantee services and $103,519 for Annual Chiller Maintenance services.
This amount will be paid to JCI based upon completed services. Assured Performance
Guarantee services will be billed after submission of each savings report to the Customer and
Annual Chiller Maintenance services will be billed annually. The payment amounts for each
year are shown below.
Yye r .v..: Assured Chiller
Perfcrrn2nce Prewentotive
Guarantee Maintenan e
Amount Amount
1 42 500
2 32.300 9,301
3 '-i 259 9,580
4 ;i4,�;ti7 9.867
5 :35.295 1{).1 Ei3
6 36.35c: 10..46E
7 37.445 10,702
8 36.-1168 11,1U[
t; 39,725 11,439
...
10 i.o `1 17 1 1,7E2
Totals 370,639 703.51
Total Services 474,158
Customer has the right to terminate the Services at any time. Customer must deliver written
termination notice at least 30 days prior to Services termination date.
2. CUSTOMER PURCHASE ORDERS. The Customer acknowledges and agrees that any purchase
order issued by Customer, is intended only to establish payment authority for the Customer's internal
accounting purposes. No purchase order shall be considered to be a counteroffer, amendment,
modification, or other revision to the terms of this Agreement. No term or condition included in the
Customer's purchase order will have any force or effect.
Confidential and Proprietary 2
City of Fort Worth— Phase II Performance Contract Schedule 4.1
This Schedule is attached to and made a part of the Performance Contract between JOHNSON
CONTROLS INC. and the CITY OF FORT WORTH.
Johnson Controls, Inc.
Signature: 0 S' //=-:
Printed Name: Richard Harvey
Title: Regional Solutions Manager
Date:
City of Fort Worth City of Fort Worth
Signature: V Signature:
Printed Name: Marc Ott Printed Name: Robert Goode
Title: Assistant City Manager Title: Director, Transportation and
Public Works (TPW)
Date: �d rp Date: /Zi�ot
City of Fort Worth R�* City of Fort Worth
Signature: Zr Signature:
Printed Name: Amy Ramey Printed Name: Marty Hendrix
Title: Assistant City Attorney Title: City Secretary
Date: _ () Date:
OCINA *WN
LS Confidential and Proprietary 3
Page 1 of 2
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 2/7/2006
DATE: Tuesday, February 07, 2006
LOG NAME: 20ESPCII REFERENCE NO.: C-21289
SUBJECT:
Authorize Execution of a Loan Agreement with the Texas State Energy Conservation Office (SECO)
to Finance the Implementation of the City's Phase II Energy Savings Performance Contract (ESPC)
with Johnson Controls, Inc., and Authorize Amendment Number 1 to the Existing ESPC with JCI to
Included the Scope of the Phase II Project
RECOMMENDATION:
It is recommended that the City Council:
1. Authorize the City Manager to execute a loan agreement in the amount of $2,395,659 from the Texas
State Energy Conservation Office (SECO) to finance the implementation of Phase II of the City's Energy
Savings Performance Contract (ESPC) with Johnson Controls, Inc. pending approval of the SECO
LoanSTAR Loan Application; and
2. Authorize the City Manager to execute amendment number 1 to City Secretary Contract No.29110 with
Johnson Controls, Inc., in the amount of$2,375,659 for the implementation of the ESPC's Phase II.
DISCUSSION:
On September 2, 2003, (M&C C-19739) the City Council authorized execution of a contract with Johnson
Controls Inc., to implement a Phase I ESPC. Completed in September 2004, that initial phase resulted in
the implementation of a $3,063,090 project at the City's downtown Municipal Complex (City Hall, Public
Safety Building, Municipal Annex) and Meacham International Airport's Terminal Building. To date, the
City's ESPC Phase I energy savings guarantee has been exceeded based on the latest available
Measurement and Verification report from Johnson Controls, Inc. Additionally, the City received a utilities
incentive rebate from TXU of approximately $300,000 as a result of the ESPC Phase I project. The contract
for Phase I allows for the execution of subsequent phases of work with Johnson Controls, Inc., as the City's
competitively selected energy services company via contract amendment.
On July 26, 2005, (M&C C-20867) the City Council authorized the execution of a contract with Johnson
Controls, Inc., to conduct a detailed energy audit and engineering evaluation of the City's Will Rogers
Memorial Center (WRMC), Fort Worth Convention Center (FWCC), Police Administration Building and
Central Library in development of energy savings equipment retrofits to develop Phase II project under the
existing ESPC. The resulting Utility Assessment Report (UAR) has been submitted to the City, reviewed
and approved by City staff. The UAR recommends a $2,395,659 infrastructure improvement project that, if
implemented through an ESPC, would pay for itself from the estimated energy cost savings generated in
less than the 10-year simple-payback term required by SECO and the City. The project scope includes
HVAC, Energy Management Control and Power Factor (PF) Correction system measures. The cost also
includes $20,000 for City staff management of the project. City facilities affected include WRMC, FWCC,
Central Library and City Hall. The UAR has also been reviewed and endorsed by Kinsman and Associates,
an independent engineering firm, retained by the City under a separate professional services
agreement. Johnson Controls Inc., guarantees the City energy savings of $342,855 in Year 1 after
implementation of the Phase II ESPC.
http://www.cfwnet.org/council_packet/Reports/mc_print.asp 4/19/2006
Page 2 of 2
Upfront financing for this project will come through SECO's LoanSTAR program. LoanSTAR's revolving
fund offers financing of such projects that indicate a maximum 10-year simple payback at an interest rate of
3%'. The annual loan payment is estimated to be $278,185, payable quarterly in arrears, with the first
payment due after project completion, probably in the first quarter of the City's next fiscal year, FY2006-07,
In addition to turnkey design, installation and management, the ESPC incorporates two annual service
agreements in support of the project. The first agreement is for Johnson Controls, Inc., to provide the City
Measurement & Verification (M&V) Services for reporting of actual energy savings, as required by law for
such projects. The first year cost for the ESPC M&V Services contract is $42,500. The second agreement
is for Johnson Controls, Inc., to provide the City Preventative Maintenance (PM) Services for the Chiller
Equipment installed as part of the project at a first year cost of$9,030.
Johnson Controls, Inc., is in compliance with the City's MM/BE ordinance by committing to 13% MNVBE
participation from the total award for construction and supplies.
The City facilities involved in this project are in COUNCIL DISTRICTS 7 and 9, but serve the entire City.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that this action will have no material effect on City funds at this
time. However, sufficient funds will be available in future operating budgets, as appropriated from the City's
General Fund.
TO Fund/Account/Centers FROM Fund/Account/Centers
Submitted for City Manager's Office b Marc Ott (6122)
Originating Department Head: Robert Goode (7801)
Additional Information Contact: Greg Simmons (7862)
http://www.cfwnet.org/council_packet/Reports/mc_print.asp 4/19/2006