Energy Infrastructure Measurement and Verification Agreement (available in the City Clerk’s Reading File) — Santa Clarita City Council, September 27, 2022

City of Santa Clarita
M&V Agreement

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CLIMATEC MEASUREMENT AND

VERIFICATION AGREEMENT
FOR
City of Santa Clarita, CA

SCOPE OF SERVICES

TERMS AND CONDITIONS

ATTACHMENTS

Attachment “A” – Guaranteed Savings Measurement & Verification I. Savings Guarantee
II. Measurement And Verification Methods
III. Selected Measurement And Verification Options
IV. Specific M&V Plan For Each ECM:
a. Lighting System Upgrades
b. HVAC System Installation
c. HVAC Controls Upgrades
d. High Efficiency Transformer Upgrades

Attachment “B” – Utility Baseline Summary

Attachment “C” – Standards of Operation (Lighting & HVAC) I. Standards of Operation for HVAC
II. Standards of Operation for Lighting

City of Santa Clarita
M&V Agreement

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CLIMATEC M&V AGREEMENT

This Measurement and Verification (“M&V”) Agreement (“Agreement”) entered into as of September 19, 2022 (“Effective Date”) is made by and between:

City of Santa Clarita, CA (“Purchaser”)
with its principal place of business at
23920 Valencia Blvd., Suite 300, Santa Clarita, CA 91355 and

Climatec LLC
with its principal place of business at
2150 Towne Centre Place, Suite 200
Anaheim, CA 92805

This agreement shall include the Attachment(s) listed below:

Attachment “A” - Guaranteed Savings Measurement & Verification Attachment “B” – Utility Baseline Summary
Attachment “C” – Standards of Operation (Lighting & HVAC)

SCOPE OF SERVICES
Energy Savings Measurement & Verification Service:

Climatec LLC will provide measurement and verification services of the energy savings associated with Purchaser’s Energy Retrofit Installation, as described in Attachment A - Scope of Work, located in the associated Installation Agreement. Energy Savings M&V reports will be provided to the Purchaser on an annual basis.

Term:

The terms of this Service Agreement shall continue for up to 25 Years. The agreement shall commence upon the completion and acceptance of the Purchaser’s energy retrofit installation project and receipt of final payment for the associated Installation Contract and shall initially continue for a term of 3 years. If authorized by the Purchaser, the agreement may be extended beyond three years. The Purchaser may termin ate this service agreement at any time with a 60 day written notice.

However, termination of this agreement will void any savings guarantee associated with this project .

Charges:

This Agreement shall be billed once per year and is due and payable within forty -five (45) days of the Purchaser’s receipt of each invoice, which shall be sent quarterly beginning 30 days following receipt of final payment for the associated Installation Agreement work. The annual Service Agreement charge is $28,000 for each of the first three years. This rate does not include taxes.

After year three, the City may elect to continue the Service Agreement and the annual charge will be escalated at 4% per year for every subsequent year after year three. Without formal authorization from the Purchaser to continue M&V services and the savings guarantee past year three, the Service Agreement will terminate automatically.

City of Santa Clarita
M&V Agreement

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TERMS AND CONDITIONS

1. General Provisions:

1.1 Unless stated otherwise, the services provided under this Agreement shall be provided during Climatec LLC’s normal business hours. Normal business hours are Monday through Friday, 8:00 A.M. to 5:00 P.M. inclusive, excluding holidays.

1.2 The Purchaser shall provide reasonable means of access to the equipment being measured or verified. Climatec LLC shall not be responsible for any removal, replacement, or refinishing of the building structure, if required to gain access to the equipment. Climatec LLC shall be permitted to start and stop all equipment necessary to perform the services herein described as arranged with the Purchaser’s representative.

1.3 This Agreement, when accepted in writing by authorized representatives of Purchaser and Climatec LLC, shall constitute the entire Agreement between the two (2) parties.

2. Charges:

2.1 For services not covered by this Agreement, but performed by Climatec LLC upon the Purchaser’s authorization, the Purchaser agrees to pay Climatec LLC within forty -five (45) days of presentation of properly itemized invoice(s) at Climatec LLC’s current rates.

2.2 If emergency service is requested by the Purchaser and inspection does not reveal any defect for which Climatec LLC is liable under this Agreement, the Purchaser will be charged at Climatec LLC’s current emergency charge rates.

3. Limitations of Liability:

3.1 Climatec LLC shall not be liable for any loss, delay, injury, or damage that may be caused by circumstances beyond its control including, but not restricted to; acts of God, war, civil commotion, acts of government, fire, theft, corrosion, floods, lightning strikes, fr eezes, strikes, lockouts, differences with workmen, riots, explosions, quarantine restrictions, delays in transportation, shortage of vehicles, fuel, labor or materials, or malicious mischief. IN NO EVENT SHALL

EITHER PARTY BE LIABLE FOR BUSINESS INTERRUP TION, LOSSES, OR CONSEQUENTIAL,

INDIRECT, SPECIAL OR SPECULATIVE DAMAGES

3.2 Climatec LLC shall not be required to make safety tests, install new devices, or make modifications to any equipment to comply with recommendations or directives of insurance companies, governmental bodies, or for other reasons.

3.3 Climatec LLC shall not be required to make replacements or repairs necessitated by reason of negligence, abuse, misuse, or by reason of any other cause, unless such repairs are necessitated due to the actions or inaction of Climatec LLC, or its employees, representatives, agents, consultants, or subcontractors.

3.4 This agreement pre -supposes that all equipment is in satisfactory working order. Climatec LLC will inspect the equipment within sixty (60) days after the agreement takes effect and will advise the Purchaser of any equipment found to be in need of repair. If the Purchaser does not authorize Climatec LLC to make the repairs or if the Purchaser does not have the work performed, the equipment will be eliminated from coverage and the Agreement savings will be adjusted. Maintenance of existing equipment and systems is the responsibility of the Purchaser. Failure to properly maintain equipment and systems can result in reduced energy efficiency and may necessitate a baseline energy adjustment and annual Service Agreement charge will be proportionately reduced. There may be some equipment which, for reasons beyond Climatec LLC’s control, cannot be inspected before this Agreement takes effect. Cl imatec LLC will inspect such equipment on the first visit where the equipment is available.

3.5 The amount of any present or future sales, use, occupancy excise, or other tax (federal, state, or local) which Climatec LLC hereafter shall be obligated to pay, either on its own behalf or on the behalf of the Purchaser or otherwise, with respect to the services covered by this Agreement, shall be paid by the Purchaser.

3.6 If the equipment or software included under this Agreement is altered, modified, or cha nged by a party other than Climatec LLC, this Agreement shall be modified to incorporate such changes and the Agreement price and/or Savings shall be adjusted accordingly, and the Annual Service Agreement charge shall be adjusted accordingly.

City of Santa Clarita
M&V Agreement

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3.7 Following twelve (12) months of service or any time thereafter, if individual item(s) cannot, in Climatec LLC’s opinion, be properly repaired on-site because of excessive wear or deterioration, Climatec LLC may withdraw the item(s) from coverage upon ninety (90) days prior written notice. Energy savings may be adjusted accordingly.

3.8 This Agreement shall be governed by, construed, and enforced in accordance with the laws of the State of California.

4. Miscellaneous Provisions:

4.1 Safety and Security:

The services provided hereunder may occur on active Purchaser sites. As such, Climatec LLC shall ensure that its services on and around the Purchaser site comply with all applicable laws, regulations and standards and any other legal requirements which may be applicable to Climatec LLC’s activities on or about the Purchaser sites. While the Purchaser shall reasonably assist Climatec LLC in determining the applicable requirements, it shall be Climatec LLC’s sole responsibility for determining and complying with all applicable laws, regulations, and standards.

4.2 Dispute Resolution:

a. In the event of any dispute whatsoever between the Parties, Parties shall exhaust every reasonable effort to settle or dispose of the same, including a discussion of the matter between senior executives of each Party. b. Claims between City and Contractor shall first be resolved using the procedures set forth at California Public Contract Code section 9204. “Claims” are defined, pursuant to California Public Contract Code sect ion 9204, as a separate demand by Contractor for one of the following: a time extension for relief from penalties for delay; payment of money or damages arising from work done; or payment of an amount disputed by City. c. Upon receiving a claim sent by registered or certified mail, City must review and provide a written response within forty-five (45) days that identifies the disputed and undisputed portions of the claim. The forty-five (45) day period to respond may be extended by mutual agreement between the Parties. The claim is deemed rejected in its entirety if City does not issue a response. Any payment due on an undisputed portion of the claim must be processed within sixty (60) days after City’s response. If a claimant disputes City’s response o r lack thereof, the claimant may demand to meet and confer for settlement of the issues in dispute. Any portion of a claim that remains in dispute after a meet and confer conference will be subject to nonbinding mediation process, as described in California Public Contract Code section 9204. Undisputed and unpaid claims accrue interest at seven percent (7%) per annum. A subcontractor or lower tier subcontractor may make a claim to the City through Contractor, as specified in California Public Contract Co de section 9204. However, the procedures in this section shall not supersede the requirements of the Agreement with respect to Contractor’s notification to City of such claim or extend the time for the giving of such notice as provided in the Agreement. d. Any controversy or claim arising out of or relative to the Agreement, or the breach thereof, not adjusted or disposed of by mutual agreement between the Parties as described above, shall be first settled by mediation and then (in the absence of settlement after mediation), by arbitration under the American Arbitration Association Construction Arbitration Rules then in effect, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof, and arbitration decision shall be final and binding on the Parties and on all Parties subject to the following. Said arbitration proceedings shall be filed in the Regional office of the American Arbitration Association nearest to City. All arbitrators shall be bound by the terms of the Agreement.

The expenses of any arbitration shall be borne equally by the Parties to the arbitration, provided that each Party shall pay for and bear the cost of its own experts, evidence, and counsel.

e. Pending a final resolution of a Dispute, the Parties shall each proceed diligently and faithfully with performance of their respective obligations under this Agreement.

4.3 Indemnification:

To the extent it may lawfully do so, the Parties hereby indemnify, defend (with counsel of its choosing), and holds harmless the other party and its affiliates, directors, representatives, agents, officers, employees and volunteers from and against any and all liability or claim of liability, loss or expense, including defense costs and legal fees and claims for City of Santa Clarita
M&V Agreement

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damages of whatsoever character, nature and kind, whether directly or indirectly arising from any third party actions from injury to or death of persons, and damage to or loss of property to the extent caused by or arising out of or connected with an act or omission of the indemnifying party, or an agent, invitee, guest, employee, or anyone in, on or about the Purchaser sites, including, but not limited to, liability, expense, and claims for: bodily injury, death, personal injury, or property damage caused by negligence, creation or maintenance of a dangerous condition of property, breach of express or implied warranty of product, defectiveness of product, or intentional infliction of harm, including any workers' compensation suits, liability, or expense, arising from or connected with services performed by, or on behalf of the, indemnifying party, by any person pursuant to this Agreement; nonpayment for labor, materials, appliances, teams, or power, performed on, or furnished or contributed to the Purchaser sites. Notwithstanding the above, neither party shall be required to defend, indemnify and hold harmless the other for its own negligent acts and omissions or willful misconduct. It is the intent of the Parties that where negligence is determined to have been joint or contributory, principles of comparative negligence will be followed, and each Party shall bear the proportionate cost of any loss damage, expense or liability attributable to that Party’s negligence.

5. Occupational Safety and Health: The Parties hereto agree to notify each other immediately upon becoming aware of any alleged violation of, the Occupational Safety and Health Act (OSHA) relating in any way to the project or project site.

6. Entire Agreement: This Agreement, upon a cceptance, shall constitute the entire agreement between the parties and supersedes any prior representations or understandings.

7. Changes: No change or modification of any of the terms and conditions stated herein shall be binding upon either Party unless accepted by both Parties in writing.

8. Severability: If one or more of the provisions of this Agreement are held to be unenforceable under laws, such provision(s) shall be excluded from these terms and conditions and the remaining terms and conditions shall be interpreted as if such provision were so excluded and shall be enforced in accordance to their terms and conditions.

9. Counterparts: This Agreement may be executed in multiple counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. A signature on a copy of this agreement received by either party by facsimile or portable document format (PDF) is binding upon the other party as an original. The parties shall treat a photocopy of such facsimile as a duplicate original.

10. Assignment: Climatec LLC retains the right to assign its rights and obligations of this Agreement only with advance written consent of Purchaser.

11. Acknowledgment: Both Climatec LLC and the Purchaser acknowledge having read this Agreement, and all Attachments hereto, and have executed this agreement on the date written above.

12. Approval: Each party represents that the person that has executed this Agreement on its’ behalf is authorized to do so.

City of Santa Clarita, CA C limatec LLC

Signature Signature

Print Name Print Name

President – Energy Services
Title Title

Date Date

City of Santa Clarita
M&V Agreement – Att A

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Attachment “A”
Guaranteed Savings Measurement & Verification

City of Santa Clarita
M&V Agreement – Att A

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Attachment A

Guaranteed Savings Measurement & Verification

This document contains the energy savings Measurement and Verification (M&V) plan for the Energy Conservation Measures (ECMs) contained in the Installation Agreement. The following table summarizes the ECMs proposed. – See below Table 1.0

TABLE 1.0

A specific Measurement and Verification Plan is submitted for each Energy Conservation Measure (ECM) to provide a comprehensive overall Plan for Purchaser. Each measure’s M&V Plan provides:
 A description of how the savings shall be verified for each ECM.  Selection of specific protocol for verification of savings of each ECM.  Requirements for measurement or other means to establish the ECM savings.

Climatec LLC is responsible for the pre -retrofit measurement, energy savings calculations, equipment installation, and required post retrofit verification as outlined herein. Purchaser agrees to operate and maintain all equipment installed.

Proper operation and maintenance of equipment and systems is critical to long -term achievement of energy savings.

Lighting System
Upgrades
HVAC System
Installation
HVAC Control
Upgrades
High Efficiency
Transformers
Solar PV
System
Installation
Solar Thermal
for Pool
Heating
Energy (Battery)
Storage Systems
Refrigeration
System
Installation
Irrigation System
Upgrades
Window
Improvements
New Roofing &
Insulation

X X X X X
X X X
X
X X X

X X X X X X X

X X X X

X X X X
X X X
X X X
X X X
X X X
X X X
X

X X X X X

X X X X X X X
X X X

X X X X X
X
X
X X
X X
X X X

X X X X
X
X
X X X

X X X X
X
X X X
X
X X X
X
X
X X
X X X
X
X X X
X
X
Various Parks
Old Town Newhall Library
Site
Aquatic Center & Skate Park
Business Incubator
Canyon Country Community Center
Canyon Country Library
City Hall
Corporate Yard
Newhall Community Center
Metrolink Jan Heidt
Metrolink Santa Clarita
Metrolink Via Princessa
Maintenance Shop @ Central Park
Pampalico Park
Almendra Park
Bridgeport Park
Canyon Country Park
Newhall Park
North Oaks Park
Oak Springs Canyon Park
Central Park
Creekview Park
Old Orchard Park
Begonias Lane Park
Bouquet Canyon Park
Circle J. Ranch Park
Parking Garage
The Centre & Gymnasium
The Cube
The Main
Transit Maintenance Facility
Valencia Summit Park
Valencia Glen Park
Valencia Library
Santa Clarita Park
Todd Longshore Park
Valencia Central Valley
Valencia Heritage Park
Valencia Meadows

City of Santa Clarita
M&V Agreement – Att A

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SAVINGS GUARANTEE

Climatec LLC warrants that Purchaser shall reali ze total utility (energy and water) savings and total operational savings ("Guaranteed Project Savings") in excess of the total project cost, during the course of the useful life of the equipment.

The effective date will begin on the date of final acceptance of the Installation project and receipt of final payment for the associated Installation Contract and continue for a term not to exceed 25 years (Guarantee Period). Climatec LLC agrees to complete the M&V Report on an annual basis and deliver to the Purchaser within sixty (60) days of the anniversary date of final acceptance and annually thereafter. Project savings that are verified during the course of construction will be applied to the first year guaranteed project savings.

Annual Savings Summary
Utility Savings Total
Utility Savings $ 412,522
Solar PV Savings $ 428,957
Utility Savings $ 841,479

Operational Savings Total
Operational Savings $ 696,815
Operational Savings $ 696,815

Total First Year Annual Savings $ 1,538,295

If the annual M&V Report demonstrates that the project will achieve one hundred percent (100%) or more of the Guaranteed Project Annual Savings, then Climatec LLC shall have satisfied its energy performance guarantee obligation and the Purchaser shall accept the Annual M&V Report.

In the event that an annual M&V Report savings value (including any excess, unapplied savings from previous years) does not meet the Guaranteed Project Savings in accordance with the M&V Plan, then Climatec LLC shall repair, replace, or substitute the ECM that is not performing at the required level, as identified in the M&V Report , and at Climatec LLC’s sole expense. Following corrective action, Climatec LLC shall re-perform the relevant M&V work for the affected ECM(s) and amend or supplement the M&V Report. If the sum of the ECMs indicates that the Guaranteed Project Savings are met or exceeded, then no further remedy shall be required.

If, after the opportunity to make corrections, the M&V Report, as amended, indicates that verified savings are less than the Guaranteed Project Savings as shown in the Savings Summary, then Climatec LLC shall pay the Purchaser the shortfall amount. However, under no circumstances will the amount(s) paid for the total of the energy savings shortfalls exceed the Installation Contract Amount.

The Purchaser agrees that project savings, which exceed the guaranteed amount in any one (1) year, may be applied to future year’s savings to offset an energy savings shortfall. The savings guarantee will remain in effect for the term of this agreement. Cancellation of this agreement will result in the termination of the savings guarantee.

The Utility Baseline Summary, as shown in Attachment B, may be modified over the course of the Guarantee Period to adjust for changes in utility rates, number of days in utility billing cycle, square footage, energy using equipment, building occupancy and weather. This Guarantee is subject to the Purchaser’s adherence to the Standards of Operation for Lighting and HVAC systems, as documented in Attachment “C” of this agreement.

City of Santa Clarita
M&V Agreement – Att A

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MEASUREMENT AND VERIFICATION METHODS

Measurement and Verification (M&V) of energy savings is a methodology based on standard industry protocol intended to provide reasonable assurance that energy savings calculated are realized over the term of the contract.

The development of the M&V plan is based on the IPMVP -2022 (International Performance Measur ement and Verification Protocol) and the application of sound engineering and business guidelines to the overall need for verification of energy savings for each ECM. This plan contains methodology that shall cost effectively provide assurance of equipment savings through short term or spot measurements, engineering calculations and/or direct utility billing comparisons. The necessary components to a well-established M & V Plan are:
 Specific identification of each ECM and proposed M&V reporting requirements for overall savings.  Participation of all parties and any necessary coordination with independent review.

Methods of M&V vary in accordance with the type of project, level of assurance of savings, cost, and availability of data, financing constraints, and energy costs. The methods selected must be cost effective given the financial savings to the Purchaser. The methods used for the ECMs detailed herein were selected to minimize M&V cost while still providing a reasonable assurance of the savings calculations.

The IPMVP-2022 guideline provides the following options related to methodology for M&V:

Option A – Partially Measured Retrofit Isolation. Option A uses a combination of stipulated and/or measured factors to calculate baseline usage and savings ass ociated with the ECM. Spot or short -term measurement would be used for the measured values. Stipulated values are supported by Purchaser input, historical data, or manufacturer data.
 Baseline and savings calculations are provided through engineering calculations, component or system models.
 Depending on number of points measured, Option A provides the least cost alternative to M&V.

Option B – Retrofit Isolation. Option B provides for measurement to provide data for assessing values or variables.

Spot or short-term measurement, taken at the component and/or system level are taken when variations in factors can be accounted for or eliminated. Continuous measurement at the component and/or system level can also be used to account for the variations in factors over time.  Baseline and savings calculations are provided through engineering calculations, component or system models. Cost is variable depending on the points measured, and the term of the measurement process used. Option B provides a better scenario for ECMs where a small number of factors can be accurately measured with a measurement plan.

Option C – Whole Building. Option C involves the use of utility meters or whole building sub -metering to assess the energy performance of the entire building. After an ECM is implemented the billing data is assessed in accordance with an approved plan to determine actual ECM savings.  Baseline is established through utility data and engineering/regression analysis.  Engineering calculations or modeling initially provides estimated ECM savings.  Actual ECM savings are based on the utility or metered data. Savings must be adjusted for changes in building operation and variables assumed in the engineering calculations or modeling (such as weather, occupancy, etc.).
 Cost of this approach is variable based on the availability of utility data, sub- metered data, and overall savings guarantee. If the metered data is used for a savings guarantee, all variables related to building performance must be measured and adjusted, usually on an annual basis. Option C usually requires a

City of Santa Clarita
M&V Agreement – Att A

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substantial amount of time and effort to establish the baseline, provide adjustments and track the savings.

Option D – Calibrated computer simulation. Option D uses computer-modeling techniques to provide an engineering model of component and/or system performance. The inputs to the computer simulation may be made by engineering estimates, short or long term measurements, and utility or other metered data. Once the model is properly calibrated it is used for the establishment of the baseline and savings by changing appropriate inputs.  Baseline is established through a calibration process for the computer modeling. Appropriate measurements and inputs are reflected against regression analysis for the metered data.  Once the model is calibrated and the baseline established inputs are varied for the proposed ECM to establish savings.
 Actual ECM savings are stipulated based on the computer model. There may be follow up calibration of the model with the ECM in place to affirm the overall building simulation model.  Cost of this method varies based on the complexity and accuracy of model desired, availability of data and overall measurement required.

City of Santa Clarita
M&V Agreement – Att A

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SELECTED MEASUREMENT AND VERIFICATION OPTIONS

For the ECM’s covered under this M&V plan, the Table of Selected M&V Options, located on the following page summarizes the proposed IPMVP Options selected: See table 1.1 below

TABLE 1.1

S*-Stipulated
The particular option selected for each ECM was based on a number of related issues including: ECM cost, ECM savings, cost of Measurement and Verification and the ability to accurately determine whole building operations.

The baseline and the post-installation energy use depend on various system and external factors, such as energy demand, operating hours, weather conditions, motor loading, energy rates, and occupancy. Development of the baseline, post ECM consumption, cost avoidances and simple payback for each ECM covered by this M&V plan includes:
 Stipulated Values – These values are important in the overall calculations for energy consumption, financial calculations, and operating conditions. Climatec LLC and Purchaser have agreed to these values for purposes of establishing savings.
 Developed/Measured Values – These are the values determined by spot or short -term measurement.

Values are determined based on a sound engineering approach to variable determination. Both values used for baseline consumption and values to be measured/determ ined as parts of the post ECM implementation are detailed.
 Assumptions – Some values that are assumed in order to calculate energy use are necessary in certain Lighting System
Upgrades
HVAC System
Installation
HVAC Control
Upgrades
High Efficiency
Transformers
Solar PV
System
Installation
Solar Thermal
for Pool
Heating
Energy (Battery)
Storage Systems
Refrigeration
System
Installation
Irrigation System
Upgrades
Window
Improvements
New Roofing &
Insulation

A A A A C
C C C
A
C C C
C C C C C C S*

A A A A

C C C C
A A A
A A A
A A A
A A A
A A C
A

A A A A C
C C C C C C S*
A A A
A A A A S*
A
A
A A
A A
A A A

A A A A
A
A
A A A

A A A C
A
A A A
A
A A A
A
A
A A
A A C
A
A A C
A
S*
City Hall
Various Parks
Site
Aquatic Center & Skate Park
Business Incubator
Canyon Country Community Center
Canyon Country Library
Transit Maintenance Facility
Corporate Yard
Newhall Community Center
Maintenance Shop @ Central Park
Metrolink Jan Heidt
Metrolink Santa Clarita
Metrolink Via Princessa
Old Town Newhall Library
Parking Garage
The Centre & Gymnasium
The Cube
The Main
Old Orchard Park
Almendra Park
Begonias Lane Park
Bouquet Canyon Park
Bridgeport Park
Canyon Country Park
Central Park
Circle J. Ranch Park
Creekview Park
Newhall Park
North Oaks Park
Oak Springs Canyon Park
Valencia Summit Park
Valencia Glen Park
Valencia Library
Pampalico Park
Santa Clarita Park
Todd Longshore Park
Valencia Central Valley
Valencia Heritage Park
Valencia Meadows

City of Santa Clarita
M&V Agreement – Att A

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circumstances.
 Calculations – The necessary calculations for baseline energy and demand usage, the calculation of the energy and demand components with implementation of the ECM, the calculation of costs, and annual savings are the primary tool for assessing the estimated and actual savings of any ECM.  Instrumentation – The type and specifications, if applicable, for any instrumentation used for developed/measured values is provided to ensure appropriate meters and measurement equipment is used for specified applications.
 Pre Retrofit Measurements – Each ECM may have a section detailing the measurements required prior to the retrofit. These measurements are used to establish the baseline or adjustments required to establish an accurate baseline.
 Post Retrofit Measurements – Each ECM may have a section that details the measurements required if any after the retrofit is completed. This section is utilized to detail the type of measurements required for verification of the energy savings calculations.
 Adjustments – Each ECM may have a section for adjustments. This section includes possible adjustments to the actual Energy Audit Report and energy information, appropriate adjustments to the M&V plan, and adjustments to any savings guarantee. This section is utilized to anticipate changes necessary due to field conditions and provide an appropriate response in the verification of actual energy and cost avoidances.
 Commissioning – Each ECM may have a section regarding the commissioning process. This provides the detail for how the savings will be verified upon project completion, and the type of inspection that will be completed, and the billing method for verified savings. This section is utilized to provide a standard approach for each ECM upon project completion.

Climatec LLC will follow the agreed-upon M&V protocols for the measurement period and will prepare post- installation reports with supporting documentation for the Purchaser. The cost of M&V is included in the project cash flow requirements.

City of Santa Clarita
M&V Agreement – Att A

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SAMPLE MEASUREMENT AND VERIFICATION PLAN

“OPTION A”

FOR LIGHTING SYSTEM UPGRADES

Introduction
This Measurement and Verification Plan (M&V) is specific to all lighting retrofits and occupancy sensor installations.

The sites receiving these upgrades are listed in the Table of Recommended Measures located at the beginning of this Attachment.

M&V Protocol
For this ECM, IPMVP Protocol – Option A shall be utilized. This option provides for the measurement of at least one variable pre and post retrofit with other variables allowed for stipulation. For this retrofit, a representative sample of each of the fixture types will be measured. The same sample will be used for both pre and post retrofit calculations.

Wattage shall be measured with an appropriate instrument that is properly calibrated.

Light Levels
A representative sample of the light levels shall be measured. Where rooms have similar or identical lighting design, it is not required that each room be measured. Light levels shall be measured by an appropriate instrument that is properly calibrated. Light level measurements apply to both pre and post retrofit areas and shall be recorded at the work surface.

Where rooms do not have a specific work surface (such as gymnasiums) light levels shall be measured at the floor.

Documentation
All areas measured shall be documented. The data shall indicate areas that do not meet IESNA standard light level requirements. All instrumentation used shall be clearly documented.

Stipulated Values
Operating Hours are stipulated for purposes of M&V. Please see Attachment “C”, Lighting Standards of Operation for a complete list of lighting hours of operation. Stipulated values are agreed to by the Purchaser.

Savings Calculations
The calculations for the baseline energy consumption and post retrofit savings provide the basis for the overall financial viability of this ECM.

kWh and/or kW Savings
The electrical consumption reduction of a particular lighting ECM is determined by comparing the pre and post conditions applied to the hours agreed upon in the Standards of Operation.

{[(Existing watts/fixture) x (existing quantity) x (existing hours of operation)] – [(proposed watts/fixture) x (proposed quantity) x (proposed hours of operation)} / 1000 = kWh savings

Dollar Savings
After calculating the kWh saved, the specific facility’s average cost per kilowatt hour shall be used to determine dollar savings.

(kWh saved) x (average kWh rate) = $ kWh saved
($ kWh saved) = the total dollars saved

Operational Savings
The Purchaser will realize maintenance and operational savings resulting from the new lighting system installations, extended warranties, and/or service agreements provided by Climatec LLC. The operational savings are stipulated and met upon the completed installation of the energy retrofit contract.

City of Santa Clarita
M&V Agreement – Att A

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Adjustments
For this ECM the following adjustments are allowed for purposes of Measurement and Verification:
 Light level requirements may be modified as detailed in this plan.  Changes in actual construction i ncluding number and/or type of fixtures. All changes shall be clearly documented and provided to the Purchaser’s representative.  Utility rates, billing days or degree days.

Commissioning
Commissioning shall consist of inspections and a final savings verification report. Inspections shall consist of:
 During the construction phase of the project, Climatec LLC shall keep a detailed record of the quantity and types of fixtures retrofitted and fixtures installed in each building. A post construction inspe ction is required by the responsible M&V party.
 After lighting modifications have been made, the installations shall be inspected to verify the retrofit counts by fixture code.
 Post retrofit lighting levels shall be measured to verify compliance with the contract standards.

City of Santa Clarita
M&V Agreement – Att A

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SAMPLE SPECIFIC MEASUREMENT AND VERIFICATION PLAN

“OPTION A”

FOR HVAC SYSTEMS INSTALLATION

Introduction
This Measurement and Verification Plan (M&V) is specific to the installation of new high efficiency HVAC units at the sites listed in the Table of Recommended Measures located at the beginning of this Attachment.

M&V Protocol
For this ECM, IPMVP Protocol – Option A shall be utilized. This option shall provide for the measurement of at least one variable pre and post retrofit with other variables allowed for stipulation. For this retrofit, field data shall be collected which includes, unit counts, unit tonnage, nameplate horsepower and efficiency rating for each existing HVAC system.

Stipulated Values
Hours of Operation, heating/cooling loads and runtime hours of the existing HVAC systems are stipulated for purposes of M & V. Please refer to Attachment C, HVAC Standards of Operation in this agreement for specific operating hours and runtime hours for each HVAC unit or area. Stipulated values are agreed to by Purchaser.

Calculations
The calculations for the baseline energy consumption and post-retrofit savings provide the basis for the overall financial viability of these ECM’s. The following equations summarize the calculation of savings:

Electric (kWh) Savings
The electrical usage reduction of this ECM is determined by the following equation:

((Size of Existing HVAC Unit) x (Unit Efficiency) x (Stipulated Load Factor) - (Size of New Cooling Unit) x (Unit Efficiency) x (Stipulated Load Factor)) x (Annual Operating Hours) = kWh Savings

Dollar Savings
After calculating the kWh saved, the specific facility’s average cost per kilowatt hour shall be used to determine dollar savings.

(kWh saved) x (average kWh rate) = $ kWh saved
($ kWh saved) = Total dollars saved

Operational Savings
The Purchaser will realize maintenance and operational savings resulting from the new system installations, extended warranties, and/or service agreements provided by Climatec LLC. The operational savings are stipulated and met upon the completed installation of the energy retrofit contract.

Pre Retrofit Measurements
None required for this ECM.

Post Retrofit Measurements
None required for this ECM.

City of Santa Clarita
M&V Agreement – Att A

Page 11 of 17 ends

Adjustments
None required for this ECM.

Commissioning
Commissioning shall consist of inspections, and a final Commissioning report. The Inspections and Report shall consist of:
 Commissioning of the newly installed HVAC equipment shall include verification that each new unit is operating, as specified, in all modes (heat/cool).

City of Santa Clarita
M&V Agreement – Att A

Page 12 of 17 ends

SPECIFIC MEASUREMENT AND VERIFICATION PLAN

“OPTION A”

FOR HVAC CONTROLS UPGRADES

Introduction
This Measurement and Verification Plan (M&V) is specific to the energy management system upgrades at the sites listed in the Table of Recommended Measures located at the beginning of this Attachment.

M&V Protocol
For this ECM, IPMVP Protocol – Option A shall be utilized. This option shall provide for the measurement of at least one variable pre and post retrofit with other variables allowed for stipulation. The cooling and heating setpoints during occupied and unoccupied modes of the HVAC equipment will be verified and documented. For this retrofit, field data shall be collected which includes, unit counts, unit tonnage, nameplate horsepower, efficiency rating, operating schedules, cooling and heating temperature setpoints for each HVAC system.

Stipulated Values
Hours of operation and heating/cooling load factors are stipulated for purposes of M&V. Please refer to the Attachment C, HVAC Standards of Operations for specific existing and proposed operating hours for each HVAC unit or area.

Stipulated values are agreed to by Purchaser.

Calculations
The calculations for the baseline energy consumption and post retrofit savings provide the basis for the overall financial viability of these ECM’s. Post -retrofit operating schedules and trend reports will be used to verify the inputs such as operating hours, cooling/heating temperature setpoints that are used in the calculations to validate the savings. The following equations summarize the calculation of savings:

Electric (kWh) Savings
The electrical usage reduction of this ECM is determined by applying the stipulated runtime reduction to the calculated energy usage of the HVAC unit.

(Size of HVAC unit) x (Unit efficiency) x (Stipulated load factor) x (Existing annual operating hours – Proposed annual operating hours) = kWh savings

Natural Gas (Therms) Savings
The natural gas usage reduction of this ECM is determined by applying the stipulated runtime reduction to the calculated energy usage of the HVAC unit.

(Size of Heating unit) x (Unit efficiency) x (Stipulated load factor) x (Existing annual operating hours – Proposed annual operating hours) = Therm savings

Dollar Savings
After calculating the kWh saved and the Therms saved, the specific facility’s average cost per kWh and the average cost per Therm of natural gas shall be used to determine dollar savings.

(kWh saved) x (average kWh rate) = $ kWh saved
(Therms saved) x (average Therm rate) = $ Therms saved
($ kWh saved) + ($ Therms saved) = Total dollars saved

City of Santa Clarita
M&V Agreement – Att A

Page 13 of 17 ends

Pre Retrofit Measurements
Existing operating hours and cooling/heating temperature setpoints for each HVAC unit or area will be obtained from current thermostats/EMS.

Post Retrofit Measurements
Post-retrofit operating schedules, cooling and heating temperature setpoints in both occupied and unoccupied modes for the HVAC equipment will be obtained using the new controls system.

Adjustments
For this ECM the following adjustments are allowed for purposes of Measurement and Verification:
 Addition or subtraction to the conditioned square footage of facilities.  Utility rates, billing days or degree days.
 Equipment changes.
 Increase or decrease in facility usage as associated with daily occupancy times and special events.

Commissioning
Commissioning shall consist of inspections, and a final Commissioning report. The Inspections and Report shall consist of:
 Commissioning of the newly installed energy management system (EMS) shall include verification that the operating schedules, cooling and heating temperature set points and the control sequences for the HVAC equipment have been programmed as specified.

City of Santa Clarita
M&V Agreement – Att A

Page 14 of 17 ends

SPECIFIC MEASUREMENT AND VERIFICATION PLAN

“OPTION A”

FOR HIGH EFFICIENCY TRANSFORMER UPGRADES

Introduction
This Measurement and Verification Plan (M&V) is specific to all high efficiency transformer upgrades. The sites receiving these upgrades are listed in the Table of Recommended Measures located at the beginning of this Attachment.

M&V Protocol
For this ECM, IPMVP Protocol Option A - Retrofit Isolation shall be utilized. This option is based on a combination of measured and estimated factors when variations in factors. Measurements are short -term, periodic, or continuous, and are taken at the component or system level for both the baseline and the retrofit equipment. Estimated factors are supported by historical or manufacturer’s data. Savings are determined by means of engineering calculations of baseline and reporting period energy use based on measured and estimated values. Hours of operation are stipulated for the purposes of M&V.

The following electrical system data will be measured and logged over a 15 minute period when the transformers are operating under typical conditions for the facility. Field measurements will be taken for both the old and new transformers under similar electrical load conditions with appropriate calibrated instruments. • Transformer Losses
• Transformer Loading (kW)
• Power Quality Data
• Other measured parameters include voltages, currents, power factor, etc.

Calculations
The calculations for the baseline electrical demand and consumption and post retrofit savings provide the basis for the overall financial viability of this ECM.

Electric (kWh) Savings
The electrical consumption reduction of a transformer replacement is determined by comparing the measurements specified above at pre and post conditions within the typical loading range. Electrical demand and consumption savings are determined according to the equation given below for each transformer.

kWh Savings = [Existing Transformer Losses (kW) – Replacement Transformer Losses (kW)] x Operating hours

Dollar Savings
After calculating the kWh saved, the specific facility’s average cost per kilowatt hour shall be used to determine dollar savings.

(kWh saved) x (average kWh rate) = $ kWh saved
($ kWh saved) = Total dollars saved

Adjustments
For this ECM the following adjustments are allowed for purposes of Measurement and Verification :
 Changes in utility rates and tariffs
 Changes in the transformer usage or load profile as a result of facility alterations  Modifications or removal of transformers after the guarantee period has started  Variations in actual construction including number and/or type of transformers installed

City of Santa Clarita
M&V Agreement – Att A

Page 15 of 17 ends

Commissioning
 Commissioning shall consist of on-site inspections, an ISO 17025 Certified Efficiency Test Lab report, and a final savings verification report.

City of Santa Clarita
M&V Agreement – Att A

Page 16 of 17 ends

SPECIFIC MEASUREMENT AND VERIFICATION PLAN

“OPTION C”
FOR WHOLE FACILITY UPGRADE WITH MULTIPLE ECM’S

Introduction
This Measurement and Verification Plan (M&V) is designed to assess the impact of multiple energy conservation measures, solar PV systems, solar thermal systems for pool heating and energy (battery) storage systems installed at the same facility. The sites, which qualify for this M&V Plan, are listed in the Table of Recommended Measures located at the beginning of this Attachment.

M&V Protocol
For sites with multiple interactive ECM’s, IPMVP Protocol – Option C shall be utilized. This option involves use of utility meters, whole -facility meters, or sub -meters to assess the energy performance of a total facility. Facility characteristics and energy consumption information must be collected for the entirety of the baseline and reporting periods. This Option determines the collective savings of all ECMs applied to the part of the facility monitored by the energy meter.

Independent Variables
Regularly changing parameters affecting a facility’s energy use are called independent variables. Common independent variables are weather, occupancy, and utility tariffs. All independent variables for the facility will be measured and recorded at the same time as the energy data. For example, weather data will be recorded daily so they can be totaled to correspond with the exact monthly energy-metering period, which may be different from the calendar month.

Static Factors
Parameters that may affect a facility’s energy consumption which are not likely to change during the reporting period are known as static factors. Common static factors for a whole facility retrofit may include the facility square footage, building envelope characteristics, and inter nal plug-loads. In order to accurately analyze the effects of the building retrofit, any changes of the static factors between the baseline and reporting periods must be documented and accounted for. It is the customer’s responsibility to document and report any and all changes of static factors to Climatec LLC as they occur. On an annual basis, Climatec LLC will conduct a facility review to determine if any major changes to any static factors have occurred which were not previously reported by the customer.

Savings Calculations
The calculations for the baseline energy consumption and post retrofit savings are completed in accordance with the industry guidelines set forth in IPMVP (2022) & ASHRAE (2022).

kWh and/or kW Savings
The electrical consumption reduction of the facility shall be reported as “Avoided Energy Use” in which the savings are stated under the conditions of the Reporting Period. Avoided energy use quantifies savings in the reporting period relative to what energy use would have been without the ECM(s).

𝐴𝐴
𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴 𝐸𝐸𝐸𝐸𝐴𝐴𝐸𝐸𝐸𝐸
𝐸𝐸 𝑈𝑈𝑈𝑈
𝐴𝐴 (𝐴𝐴𝐸𝐸 𝑆𝑆
𝑆𝑆
𝐴𝐴𝐴𝐴𝐸𝐸𝐸𝐸𝑈𝑈) = (𝐵𝐵𝑆𝑆
𝑈𝑈𝐴𝐴𝐵𝐵𝐴𝐴
𝐸𝐸𝐴𝐴 𝐸𝐸
𝐸𝐸𝐴𝐴𝐸𝐸𝐸𝐸
𝐸𝐸 ±
𝑅𝑅𝐴𝐴𝑅𝑅
𝑅𝑅𝐴𝐴
𝐸𝐸𝐴𝐴 𝐴𝐴
𝐴𝐴𝐴𝐴𝑅𝑅
𝑈𝑈𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸
𝑅𝑅𝑈𝑈 𝑅𝑅𝐴𝐴 𝐸𝐸𝐴𝐴𝑟𝑟𝐴𝐴
𝐸𝐸𝑅𝑅𝐴𝐴𝐸𝐸𝐸𝐸 𝑟𝑟𝐴𝐴
𝐸𝐸𝐴𝐴𝐴𝐴𝐴𝐴 𝑐𝑐𝐴𝐴
𝐸𝐸𝐴𝐴𝐴𝐴𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸𝑈𝑈 ±
𝑁𝑁𝐴𝐴𝐸𝐸 𝑅𝑅𝐴𝐴𝑅𝑅
𝑅𝑅𝐴𝐴
𝐸𝐸𝐴𝐴 𝐴𝐴
𝐴𝐴𝐴𝐴𝑅𝑅
𝑈𝑈𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸
𝑅𝑅𝑈𝑈 𝑅𝑅𝐴𝐴 𝐸𝐸𝐴𝐴𝑟𝑟𝐴𝐴
𝐸𝐸𝑅𝑅𝐴𝐴𝐸𝐸𝐸𝐸 𝑟𝑟𝐴𝐴
𝐸𝐸𝐴𝐴𝐴𝐴𝐴𝐴 𝑐𝑐𝐴𝐴
𝐸𝐸𝐴𝐴𝐴𝐴𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸𝑈𝑈) − 𝑅𝑅𝐴𝐴
𝑟𝑟𝐴𝐴𝐸𝐸𝑅𝑅𝐴𝐴
𝐸𝐸𝐸𝐸 𝑃𝑃
𝐴𝐴𝐸𝐸𝐴𝐴𝐴𝐴𝐴𝐴 𝐸𝐸
𝐸𝐸𝐴𝐴𝐸𝐸𝐸𝐸
𝐸𝐸

City of Santa Clarita
M&V Agreement – Att A

Page 17 of 17 ends

Dollar Savings
Cost savings are determined by applying the appropriate price schedule in the following equation:

𝐶𝐶𝐴𝐴
𝑈𝑈𝑅𝑅 𝑆𝑆
𝑆𝑆𝐴𝐴
𝐴𝐴𝐸𝐸𝐸𝐸𝑈𝑈 = 𝐶𝐶𝑏𝑏 − 𝐶𝐶𝑟𝑟
𝑊𝑊ℎ𝐴𝐴
𝐸𝐸𝐴𝐴:

𝐶𝐶𝑏𝑏: 𝐶𝐶𝐴𝐴 𝑈𝑈𝑅𝑅 𝐴𝐴 𝑜𝑜 𝑅𝑅ℎ𝐴𝐴 𝑏𝑏𝑆𝑆 𝑈𝑈𝐴𝐴𝐵𝐵𝐴𝐴𝐸𝐸𝐴𝐴 𝐴𝐴𝐸𝐸 𝐴𝐴𝐸𝐸𝐸𝐸𝐸𝐸 𝑟𝑟 𝐵𝐵𝑅𝑅𝑈𝑈 𝑆𝑆𝐸𝐸 𝐸𝐸 𝑆𝑆 𝐴𝐴𝐴𝐴𝑅𝑅𝑈𝑈𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸𝑅𝑅𝑈𝑈 𝐶𝐶𝑟𝑟: 𝐶𝐶𝐴𝐴 𝑈𝑈𝑅𝑅 𝐴𝐴 𝑜𝑜 𝑅𝑅ℎ𝐴𝐴 𝐸𝐸 𝐴𝐴𝑟𝑟𝐴𝐴𝐸𝐸 𝑅𝑅𝐴𝐴𝐸𝐸𝐸𝐸 𝑟𝑟 𝐴𝐴𝐸𝐸𝐴𝐴𝐴𝐴𝐴𝐴 𝐴𝐴𝐸𝐸 𝐴𝐴𝐸𝐸𝐸𝐸𝐸𝐸 𝑟𝑟 𝐵𝐵𝑅𝑅𝑈𝑈 𝑆𝑆𝐸𝐸 𝐸𝐸 𝑆𝑆 𝐴𝐴𝐴𝐴𝑅𝑅𝑈𝑈𝑅𝑅𝐴𝐴𝐴𝐴𝐸𝐸𝑅𝑅𝑈𝑈

C
osts will be determined by applying the applicable rates that were effective during the reporting period in computing both Cb and Cr. Since energy savings are being reported as avoided energy, the price schedule of the reporting period will be used to compute the “avoided cost” on a meter by meter basis. The price schedule will be obtained from the energy supplier and will include all elements that are affected by metered amounts, such as consumption charges, demand charges, transformer credits, power factor, demand ratchets, and fuel price adjustments. In the event of a significant decrease in energy prices, the price schedule used for savings reporting will be that which prevailed at the time of commitment to the investment.

Adjustments
All adjustments will be computed from identifiable physical facts about the energy governing characteristics of equipment within the measurement boundary. Two types of adjustments are possible:

Routine Adjustments-
Routine adjustments are used to account for changes in any energy-governing factors, expected to change routinely during the reporting period, such as weather. This is completed by developing a valid mathematical model of each meter’s energy-use pattern. Although model specifics may vary from meter to meter, typically the baseline model includes factors derived from regression analysis, which correlates energy to one or more independent variables such as occupancy, degree days, and metering period length. Current values of independent variables over the reporting period are then inputted into the baseline model to predict what the baseline energy consumption would have been had not ECM’s been installed.

Non-Routine Adjustments
Non-Routine adjustments are used for static energy-governing factors, which are not expected to change, such as:
the facility size, the design and operation of installed equipment, or the type of occupancy. All changes to static factors must be documented and reported, as they occur in order to properly quantify the impacts they have on a facilities energy-use pattern. Due to the unpredictable nature and infrequence of static factor changes, customized adjustments will be based on industry standards and sound engineering pr incipals as they pertain to the specific system in question.

City of Santa Clarita
M&V Agreement – Att B

Page 1 of 2 ends

Attachment “B”
Utility Baseline Summary

City of Santa Clarita
M&V Agreement – Att B

Page 2 of 2 ends

Energy Baseline

City of Santa Clarita Baseline Summary 12/1/2020 through 11/ 30/2021 Site Name Address
Electricity
Cost ($)
Electrical
Energy
Usage (kWh)
Avg. Cost
($/kWh)
Renewables
Cost ($)
Renewables
Energy (kWh)
Natural
Gas Cost
($)
Natural Gas
Energy Usage
(Therms)
Avg. Cost
($/Therms)
Water
Cost ($)
Water
Usage
(kGal)
Avg. Cost
($/kGal)
Aquatic Center & Skate Park 20850 CENTRE POINTE PKWY $156,630 855, 275 $0.18 $112,324 128,980 $0.87 Business Incubator 22704 9TH STREET $11,620 58,341 $0.20 $2,802 1,912 $1.47 Canyon Country Library 18601 SOLEDAD CANYON RD $44,778 204,434 $0.22 City Hall 23920 VALENCIA BLVD $193,849 1,068,163 $0.18 $26,446 24,365 $1.09 Corporate Yard 25663 AVENUE STANFORD $63,966 335,315 $0.19 $7,720 6,540 $1.18 Newhall Community Center 22421 MARKET ST $59,452 276,349 $0.22 $8,637 7,795 $1.11 Maintenace Shop @ Central Park 27150 BOUQUET CANYON RD $34,912 108,292 $0.32 Metrolink Jan Heidt 24247 RAILROAD AVE $18,759 94,448 $0.20 Metrolink Santa Clarita 22122 SOLEDAD CANYON RD $3,770 8,138 $0.46 Metrolink Via Princessa 19201 VIA PRINCESSA $2,011 9,195 $0.22 Old Town Newhall Library 24500 MAIN ST $118,661 741,423 $0.16 $13,235 11,717 $1.13 Parking Garage 22551 9TH ST $25,997 116,510 $0.22 The Centre & Gymnasium 20880 CENTRE POINTE DR $87,264 413,354 $0.21 The Cube 27745 SMYTH DR $377,920 1,923,462 $0.20 $29,832 26,255 $1.14 The Main 24266 MAIN ST $7,060 16,810 $0.42 $341 122 $2.79 Transit Maintenance Facility 28250 CONSTELLATION $81,018 810,473 $0.10 $0 1,193,849 $15,597 14,399 $1.08 Almendra Park 25546 VIA HERALDO 112 $1,091 4,244 $0.26 Begonias Lane Park 14911 BEGONIAS LN $923 3,679 $0.25 Bouquet Cyn Park 28127 WELLSTON DR $4,567 18,838 $0.24 Bridgeport Park 23521 BRIDGEPORT $3,796 16,512 $0.23 Canyon Country Park 17615 SOLEDAD CANYON RD $14,107 46,337 $0.30 $571 292 $1.95 Central Park 27150 BOUQUET CANYON RD - B $16,344 56,091 $0.29 Circle J. Ranch Park 22651 VIA PRINCESSA COM $944 3,888 $0.24 Creekview Park 22200 PARK ST $1,465 5,741 $0.26
Newhall Park 24923 NEWHALL AVE $20,042 78,575 $0.26 $42,135 42,901 $0.98 North Oaks Park 27824 CAMP PLENTY RD $27,175 142,733 $0.19 $21,285 20,363 $1.05 Oak Springs Canyon Park 28945 DUNE LN $452 1,500 $0.30
Old Orchard Park 25023 AVE ROTELLA $1,116 3,244 $0.34 $166 Pampalico Park 22444 PAMPALICO DR. $868 3,489 $0.25
Santa Clarita Park 27285 SECO CANYON RD $41,072 166,945 $0.25 $25,734 24,342 $1.06 Todd Longshore Park 28151 Whites Canyon Rd $787 2,846 $0.28 Valencia Central Valley 23657 CARRIZO DR $2,018 7,780 $0.26 Valencia Heritage Prk 24155 NEWHALL RANCH RD $6,817 74,914 $0.09 Valencia Meadows 25671 FEDALA RD $15,819 76,246 $0.21 $1,234 747 $1.65 Valencia Summit Prk 26125 MCBEAN PKWY - -
Valencia Glen Park 23750 VIA GAVOLA $12,587 79,609 $0.16 $1,215 701 $1.73 Landscape AL-2 $65,889 266,397 $0.25
Streetlights LS-1 $156,038 650,615 $0.24
Streetlights LS-2 $423,419 1,660,129 $0.26
Streetlights LS-3 $8,417 34,320 $0.25
Streetlights TC-1 $147,322 202,322 $0.73
Landscape GS-1 $35,553 40,116 $0.89
Irrigation $0 0 $959,036 371,153 $2.58
Project Total $2,297,564 10,689,565 $0.21 $0 1,193,849 $309,273 311,431 $0.99 $959,036 371,153 $2.58

City of Santa Clarita
M&V Agreement – Att C

Page 1 of 7 ends

Attachment “C”
Standards of Operation for HVAC & Lighting

City of Santa Clarita
M&V Agreement – Att C

Page 2 of 7 ends

STANDARDS OF OPERATION

The hours of operation for the Purchaser’s Lighting and HVAC systems, located on the following pages, were used to calculate the energy savings in the Savings Summary section of this agreement and will be used in all measurement and verification calculations.

City of Santa Clarita
M&V Agreement – Att C

Page 3 of 7 ends

Start Time Stop Time Start Time Stop Time
City of Santa Clarita HVAC Standard of Operations
Facility Control System Area Served Business Day HVAC Schedule Non-Business Day HVAC Schedule Temperature Setpoints Cooling (All Areas) Heating (All Areas)
City of Santa Clarita
HVAC Standards of Operation

Occupied Setpoint ²: 76 °F ( +/-2) Occupied Setpoint ²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 5 5 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Recreational Activity & Event Spaces Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Event Spaces Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Special Events Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Council Chambers Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Aquatics Center WiFi Programmable
Thermostats
Offices, conference rooms, classrooms 30 Min Before Start of Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 General City Energy
Policy
WiFi Programmable
Thermostats &
Energy Management
System
All Space Types
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

Skate Park Office WiFi Programmable
Thermostats
Office 30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Canyon Country
Community Center
Building Automation
System
Offices
Conference Rooms
Recreational Spaces
Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 Business Incubator Building Automation
System
Offices
Public Work Space Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

Canyon Country
Library
WiFi Programmable
Thermostats
Offices
Conference Rooms
Study / Reading Areas
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides2 City Hall Building Automation
System
Lobby
Public Business Office
Conference Rooms
Offices
Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

HVAC provided by DDC Programming Overrides2 HVAC provided by Local Button Overrides 2 Corporate Yard WiFi Programmable
Thermostats
Lobby
Conference Rooms
Offices
Warehouse
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

City of Santa Clarita
M&V Agreement – Att C

Page 4 of 7 ends

Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Event Spaces Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Newhall Community
Center
WiFi Programmable
Thermostats
Offices
Conference Rooms
Recreational Spaces
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

HVAC provided by DDC Programming Overrides2 HVAC provided by Local Button Overrides 2 Metrolink Jan Heidt WiFi Programmable
Thermostats
Information Office HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

Central Park
Maintenance Shop
WiFi Programmable
Thermostats
Conference Rooms
Offices
Shop
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Metrolink Via
Princessa
WiFi Programmable
Thermostats
Information Office HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

Metrolink Santa
Clarita
WiFi Programmable
Thermostats
Information Office HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

The Cube Building Automation
System
Ice Rinks
Offices
Café
Sports Shop
Lobby
Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

HVAC provided by Local Button Overrides 2
Old Town Newhall
Library
Building Automation
System
Offices
Conference Rooms
Study / Reading Areas
Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 HVAC provided by DDC Programming Overrides2
The Centre WiFi Programmable
Thermostats
Offices
Conference rooms 30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2

City of Santa Clarita
M&V Agreement – Att C

Page 5 of 7 ends

Occupied Setpoint²: 76 °F ( +/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Theater Events Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Occupied Setpoint²: 76 °F (+/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F Hard Set Back (No Motion for 30 minutes): 85 °F Hard Set Back (No Motion for 30 minutes): 60 °F Gymnasium WiFi Programmable
Thermostats
Offices
Recreation/Sports Areas
locker Rooms
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Transit Maintenance
Facility
Building Automation
System
Offices
Conference rooms
Lobby
Optimum Start time prior to
start of business day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Special Event scheduling.

The Main WiFi Programmable
Thermostats
Office Space
Lobby
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2HVAC provided by Local Button Overrides 2 Central Park WiFi Programmable
Thermostats
Offices
Lobby
30 Min Before Start of
Business Day
Close of
Business Day
Unoccupied mode with
Local Button Override option.

Canyon Country Park
Rec Center
WiFi Programmable
Thermostats
Lobby
Preschool
Recreational Areas
30 Min Before Start of
Classes
Close of
school day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 North Oaks Park WiFi Programmable
Thermostats
Preschool 30 Min Before Start of
Classes
Close of
school day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 Newhall Park WiFi Programmable
Thermostats
Meeting Space HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

Old Orchard Park WiFi Programmable
Thermostats
Meeting Space HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

City of Santa Clarita
M&V Agreement – Att C

Page 6 of 7 ends

Occupied Setpoint²: 76 °F ( +/-2) Occupied Setpoint²: 68 °F (+/-2) Unoccupied Setpoint: 85 °F Unoccupied Setpoint: 55 °F
Occupied Setpoint will have ± 2°F Local Adjustability² Occupied Setpoint will have ± 2°F Local Adjustability² Areas with Motion Sensors²: Areas with Motion Sensors²:

Soft Set Back (No Motion for 15 minutes): 80 °F Soft Set Back (No Motion for 15 minutes): 64 °F

2. Only the newly installed control systems will be capable of these features (local setpoint adjustments and set back controls). It is recommened as part of the City Energy Policy that these spaces be used for any before/after/special event Bldg activities.

Santa Clarita Park WiFi Programmable
Thermostats
Meeting Space
HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

1. Optimum Start required per Title 24 for systems with DDC Building Automation. Optimum Start is a control strategy implemented through alogorithms programmed to "learn" the precise time to required for the HVAC system to reach setpoint through historical evaluations of building setpoints, space temperatures and outside air temperatures.

Meeting Space
HVAC provided by Local
Button Overrides2
Unoccupied mode with
Local Button Override option.

Valencia Meadows
Park
WiFi Programmable
Thermostats
Preschool 30 Min Before Start of
Classes
Close of
school day
Unoccupied mode with
Local Button Override option.

HVAC provided by Local Button Overrides 2 HVAC provided by Local Button Overrides 2 WiFi Programmable
ThermostatsValencia Glen Park

City of Santa Clarita
M&V Agreement – Att C

Page 7 of 7 ends

Lighting Standards of Operation

Lighting Standards of Operations
Space Usage 24/7
Admin
Open
Area
Dusk/
Dawn
Dusk/
Sports
Gym/
MPR Hallway Library
Mech/
Elec/ Strg
Office
Admin Restroom
Almendra Park 4380
Aquatic Center & Skate Park 4836 4380 1095 4928 500 2850 4745 Ar
boleda Trailhead Park 4380 3800
Begonias Lane Park 4380 1095 500 3800
Bouquet Cyn Park 4380 1095 500 3800
Bridgeport Park 4380 500 3800
Business Incubator 3500 4380 3950 500 3500
Canyon Country Community Center 2500 4380
Canyon Country Library 4380 3484 3380 500 3276 3276
Canyon Country Park 3500 4380 500 3800
Central Park 3500 4380 1095 500 2850 3800
Circle J. Ranch Park 4380 500 3800
City Hall 8760 3500 4380 3950 500 2850 3500
Corporate Yard 8760 3500 4380 3950 500 2850 3500
Creekview Park 4380 3800
Discovery Park 2850
Landscape AL-2 4380
Maintenace Shop @ Central Park 3500 4380 500 2850 3800
Metrolink Jan Heidt 4380 3950 500 3100 3500
Metrolink Santa Clarita 4380 500 3100 3500
Metrolink Via Princessa 4380 500 3100 3500
Mountainview Park 4380
Newhall Community Center 3900 4380 1095 4004 500 3536 4004 Newhall Park 3500 4380 1095 500 2850 3800
North Oaks Park 3500 4380 500 3500
Oak Springs Canyon Park 4380 3800
Old Orchard Park 3500 4380 1095 500 2850 3500
Old Town Newhall Library 8760 4380 3484 3380 500 3276
Other Sites/Parks (not listed on baseline 8760 3500 4380 3484 3380 500 3276 3800 P
acific Crest Park 4380 3500
Pampalico Park 4380 500 3800
Parking Garage 2500 4380
Santa Clarita Park 3800 4380 1095 3800 500 2850 3500
Space Filler #1 2500 4380
Streetlights LS-1 4380
Streetlights LS-2 4380
Streetlights LS-3 4380
Streetlights TC-1 4380
The Centre & Gymnasium 4836 4380 1095 4836 4928 500 2850 4745 The Cube 8760 6000 4380 6500 500 3200 4875
The Main 8760 1200 4380 1200 500 2850 1200
Todd Longshore Park 4380 500 3800
Transit Maintenance Facility 3500 4380 3950 500 2850 3100 Valencia Central Valley 4380
Valencia Heritage Prk 4380 1095 500 3800
Valencia Meadows 3500 4380 3500 500 3500 3500
Valencia Summit Prk 4380 1095
Valenica Glen Park 3500 4380 1095 3500 500 3500 3500

Santa Clarita City CouncilSeptember 27, 2022

Santa Clarita City Council
September 27, 2022