Performance-Based Contracting and Financing

Front page cover of report, inside classroom Performance-Based Contracting: A Primer for K-12 Schools (2016)

Description: Briefing document that introduces ESPCs as a mechanism for project implementation, and describes how ESPCs can deliver value for schools in terms of delivering energy savings and reducing operating costs, while improving occupant comfort and productivity. 

 

Department of Energy EERE logoAn Ally in Your Corner: Benefits of Using Owner’s Representatives

Description: Briefing document that outlines the value of including an Owner’s Representative on the customers project team. The value of this approach is typically well understood by practitioners, given the range of issues involved in moving a project through the development process, all the while ensuring good practices are maintained, and preserving value for the customer.

 

Different options to click on, such as "project planning"ESPC Virtual Technical Assistant

Website page formatted interactive guide to support the complete and best practice implementation of ESPC projects. In general, it aims to support state and local practitioners considering ESPCs as a project implementation vehicle, better understand the process and necessary steps through to project execution. In particular, it is intended as a handholding resource for potential new customer stakeholders.

 

Decision tree for financing optionsDOE ESPC Implementation – Decision Tree

Flowchart that walks users through the potential financing options available for State and City government ESPC projects – the assumption is that this will be broadly applicable to school districts, although this requires confirmation. 

 

Checklist in image formESPC Checklist

One pager containing a list of questions around the characteristics of potential projects that supports preliminary self-diagnosis to determine whether ESPC is an appropriate delivery vehicle for specific projects, and also quick filter for project prioritization.

 

Separate images of building and people planningBetter Buildings ESPC Webinar Series

YouTube-hosted webinar of the same material included in the Virtual Technical Assistant. In this format, subject matter experts present the material, describing the challenges and key considerations of implementing projects at each step, and field questions from participants on the original webinar. There are 5 webinars in total, with between 40 mins and around one hour of content in each one. Topics: considering ESPC, implementing ESPC projects, establishing an EPSC program, expanding ESPC to new markets, evaluating ESPC results.

 

List of document categoriesModel documents for contracting with an ESCO

Exhaustive list of model documents for ESPC contracting process. Reference to these documents will help avoid significant early work in the following major areas:

  • Prequalifying and selecting potential ESCO partners
  • Executing an investment grade audit with an ESCO partner
  • Implementing an Energy Savings Performance Contract
  • Negotiating financing terms and associated energy performance

These are a model document only and do not attempt to identify or address all circumstances or conditions.