Performance Based Efficiency

A state agency may make a request to participate in the program by making a request to CAM’s Construction and Properties Department.

CAP will assign an ESCO to the agency and a project manager to provide assistance to the agency as needed. A new project will be opened and a CAP project number will be assigned. CAP will prepare a memorandum of understanding with the ESCO and route to the agency and ESCO for signatures.

If the agency decides to proceed with a technical energy audit, the agency will provide a requisition for the amount specified. Funds must be encumbered at the time of the audit contract, in case the agency decides not to proceed with the performance contract.

If the agency decides to proceed with the performance-based efficiency contract, a requisition is sent to CAP. The requisition will be in the amount of the first year’s payment.  (See next section for fee instructions).

Use CAP Form M701, Requisition Checklist for all requisitions to Construction and Properties. The following will apply when preparing the M701:

Phase I: Request for Program Participation and Memorandum of Understanding

For Project Description, state “Performance-Based Efficiency Program - Memorandum of Understanding”

• Leave Vendor and Consultant Information blank
• CAP Fee Code: 19, Miscellaneous Transaction, (See  CAP Form M701, Requisition Checklist).

Phase II: Technical Energy Audit Contract

• Fill in the same CAP number that was previously assigned by CAP
• For Project Description, state “Performance-Based Efficiency Program – Technical Energy Audit”
• Fill in Vendor information, leave Consultant Information blank.
• For Estimated Project Cost, fill in amount agreed to with ESCO
• CAP Fee Code: 4, Projects with Complex Requirements, (See  CAP Form M701, Requisition Checklist).

Phase III: Energy Performance Contract

• Fill in the same CAP number that was previously assigned by CAP
• For Project Description, state “Performance-Based Efficiency Program – Energy Performance Contract”
• Fill in Vendor information, leave Consultant Information blank.
• For Estimated Project Cost, fill in Total Contract Amount and Annual Cost
• CAP Fee Code: 4, Projects with Complex Requirements, Total Project Cost; compute fee on Total Project Cost (See  CAP Form M701, Requisition Checklist).

The multi-year Performance-Based Efficiency Contract will be renewed by CAP on an annual basis.  The initial contract period shall be from 07/01/2024 through 06/30/2025 with the option to renew annually for 4 additional one-year periods.

Currently, there is not a term code for this program. The agency’s PeopleSoft requisition should state “Performance-Based Efficiency Contract pursuant to 61 OS §212 and 62 OS §318.”

CAM/CAP

• Process contracts and purchase orders
• Assign project manager
• General contract management
• Technical assistance
• Monitor and accept construction work

Using Agency

• Assign UA lead point of contact
• Provide identification, information and access to buildings under consideration
• Review work product and make decisions concerning further participation
• Financial responsibility for audit and performance contracts