HUD Energy Performance Contracting Review Process

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04/10/2010

Office of Field Operations Energy Center

U.S. Department of Housing and Urban Development

465 Main Street, Buffalo, NY 14203

The following checklists are for HUD Field Office use in reviewing  Energy Performance Contracts.

Please forward any suggestions on improving the checklists and / or questions to:

OFO EnergyCenter@hud.gov

or call at (716) 551-5755

EPC Review Process

1. HUD Approval Process

2.   Development of an EPC (ESCo)

3.   Development of an EPC (PHA Managed)

Checklists

1. RFP – Review Checklist

2. Energy Service Agreement (ESA)

a. Completeness Review Checklist - ESCo

b. Technical Review Checklist - ESCo

c.   Technical Review Checklist - PHA  Managed

Guidance / Sample Documents

1. M&V Guidelines

2. Baseline Review Process

3. Sample RFP for Energy  Performance Contract

HUD Regulations / Notices / Procedures

1. 24 CFR 990.185 – HUD’s Financial Regulations including energy incentives for EPC.

a. Part 990 Final Rule

b. Part 990.185 Final Rule 01-16-2009

2. 24 CFR 965 –HUD regulations on utility allowances, utility metering and EPC.

3. 24 CFR 85.36 – HUD Procurement Regulations

a. HUD Procurement Chart

4. HUD Field Office Review Procedure - Feb 2006 for Energy Performance Contracting

5. PIH Notice 2009-16 – Guidance on Energy Performance Contracting

Old Guidance

1. HUD Utility Allowance Guidebook 1998

2. Energy Conservation for Housing – Workbook 1998

3. Energy Conservation for Housing – Workbook 1982

4. Cooling and Heating Load Calculation Manual – 1980

Standards

1.  Federal Energy Management Program  -

a)  M&V Guidelines: Measurement and Verification for Federal Energy Projects Version 3.0