state of connecticut · honeywell employs over 630 people in the state of connecticut, and is...

State of Connecticut Department of Administrative Services Procurement Division

Request for Proposals for Energy Efficiency Retrofits and Energy Cost-Saving Services for Existing Buildings RFP No. 18PSX0104 September 10, 2018 – 2:00 PM

Request for Proposals for Energy Efficiency Retrofits and Energy Cost-Savings Services for Existing Buildings – RFP #18PS0104

State of Connecticut DAS

HONEYWELL PROPRIETARY

Non-Disclosure Statement This proposal or qualification data includes data that shall not be disclosed outside the State of Connecticut Department of Administrative Services (DAS) and shall not be duplicated, used or disclosed – in whole or part – for any purposed other than to evaluate this proposal or quotation. If, however, a contract is awarded to this Offeror as a result of -- or in connection with -- the submission of this data, State of Connecticut Department of Administrative Services shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit State of Connecticut Department of Administrative Services right to use information contained in this data if it is obtained from another source without restriction. The data subject to this restriction are contained in all sheets.

Budgetary Proposal – Right to Negotiate This budgetary proposal is provided for information and planning purposes only, to be used for feasibility decisions, planning, and budget development only, and is non-binding and does not constitute an offer for sale. This proposal is subject to agreement on mutually acceptable terms and condition of the form of Guaranteed Energy, Water and Wastewater Performance Savings Contract, including without limitation provision there in relating to liability limitations, warranties, intellectual property, payment, hazardous materials and survival of the savings guarantee.

Honeywell reserves the right, in its discretion, to increase the price(s) set forth in this Proposal in the event that tariffs (or similar governmental charges) imposed by the United States or other countries result in any increase in the costs that Honeywell used to determine such price(s).

General Disclaimer about Pre-Contract Information HONEYWELL MAKES NO REPRESENTATION OR WARRANTY REGARDING ANY FINANCIAL PROJECTIONS, DATA OR INFORMATION PROVIDED, EXCEPT AS MAY BE EXPRESSLY SET FORTH IN A DEFINITIVE AGREEMENT.

Municipal Advisor Disclaimer HONEYWELL BUILDING SOLUTIONS, A STRATEGIC BUSINESS UNIT OF HONEYWELL INTERNATIONAL INC. (“HONEYWELL”), IS NOT A MUNICIPAL ADVISOR AND CANNOT GIVE ADVICE WITH RESPECT TO MUNICIPAL SECURITIES OR MUNICIPAL FINANCIAL PRODUCTS TO YOU ABSENT YOUR BEING REPRESENTED BY, AND RELYING UPON THE ADVICE OF, AN INDEPENDENT REGISTERED MUNICIPAL ADVISOR. HONEYWELL IS NOT SUBJECT TO A FIDUCIARY DUTY WITH REGARD TO YOU OR THE PROVISION OF INFORMATION TO YOU. INFORMATION ABOUT MUNICIPAL SECURITIES AND/OR MUNICIPAL FINANCIAL PRODUCTS, IF ANY, IS PROVIDED FOR EDUCATIONAL PURPOSES ABOUT POSSIBLE FINANCING OPTIONS AND IS NOT THE PROVISION OF ADVICE OR A RECOMMENDATION TO PURSUE ANY PARTICULAR FINANCING OPTION. CONSULT WITH YOUR INDEPENDENT REGISTERED MUNICIPAL ADVISOR ABOUT THE FINANCING OPTION APPROPRIATE FOR YOUR SITUATION. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein. The information contained herein is general in nature and based on authorities that are subject to change. Honeywell Building Solutions, a strategic business unit of Honeywell International Inc., recommends that you consult your tax adviser to understand its applicability to specific situations.


State of Connecticut DAS

Table of Contents Section 1 Proposer’s Qualifications and Capability .............................................................................. 1

Local Resources to Support CT Department of Administrative Services (DAS) ...................................................................... 1 General Experience in Energy Services Business ................................................................................................................... 2 Energy Accreditations and Affiliations ...................................................................................................................................... 3

Section 2 Proposer’s Experience ............................................................................................................ 4 A. Types of Services ....................................................................................................................................... 4 B. Project Experience in Past 3 Years ........................................................................................................... 4

Section 3 Pricing and Fees ...................................................................................................................... 6 A. Pricing Structure ........................................................................................................................................ 7 B. Cost Mark-Ups ............................................................................................................................................ 7 C. Maintenance & Monitoring Costs .............................................................................................................. 8 D. Rebates & Incentives ................................................................................................................................. 8

Section 4 Form RFP-16 (Exhibit B).......................................................................................................... 9


State of Connecticut DAS Page 1

SECTION 1 PROPOSER’S QUALIFICATIONS AND CAPABILITY A. Type of Firm B. Number of Years in the Energy Business C. Number and Value of Similar Contracts D. Number of Full-Time Personnel E. Accreditations or other pre-qualifiers (ie., NAESCO, U.S. Dept. of Energy, U.S. Dept. of Defense, etc.) Honeywell International Inc (Honeywell) is a Fortune 100 software-industrial company that delivers industry specific solutions that include control technologies for buildings, homes, and industry; performance materials globally, and aerospace and automotive products and services. Our technologies help everything from buildings, aircraft, cars, homes, manufacturing plants, supply chains, and workers become more connected to make our world smarter, safer, and more sustainable. Our company has a 133-year legacy of innovation specializing in developing, designing, building, owning and financing comprehensive infrastructure projects for state and local government, higher education, industrial, federal, and commercial customers across the globe. Founded in 1885, Honeywell International Inc. is a publicly owned corporation with 131,000 employees including 23,000 engineers in over 70 countries. From our early beginnings as a thermostat manufacturer, Honeywell has evolved into a $40.5 billion diversified technology and manufacturing leader headquartered in Morris Plains, NJ and incorporated in the State of Delaware.

LOCAL RESOURCES TO SUPPORT CT DEPARTMENT OF ADMINISTRATIVE SERVICES (DAS) Honeywell employs over 630 people in the State of Connecticut, and is committed to maintaining and creating more jobs for Honeywell and suppliers in CT. In cooperation with DAS, we will review the local footprint of suppliers and subcontractors that could benefit from this program. Honeywell has maintained a local presence in Connecticut for several decades, and is a partner in many communities in terms of energy conservation. Our local footprint is strong and surpasses any other performance contractor. We have installed multiple phases of energy performance contracts in many schools/municipalities in Connecticut and have more references than any other ESCO in Connecticut. Some of our projects both retired and current are: Town/Schools of Stratford, City/Schools of Danbury, Town/Schools of Colchester, Monroe, Stafford, Enfield, Branford and of Tolland, CT. Many of these municipalities have hired Honeywell for additional phases over time because of our track record and performance on the projects. Both the Town of Stratford, Enfield and Danbury Public Schools have developed comprehensive energy and infrastructure improvements that balance short and long term goals. The Town of Enfield, CT just received a $1.62M incentive check from Eversource based on our scope of work and taking the lead on the development of the incentive process from forms to pre and post inspection tours for our customers. This was $400k above the projected amount and based on the due diligence of the Honeywell team working with Eversource. Our long-term relationships within Connecticut brings DAS the knowledge that we have achieved the goals of these customers, as well as developed strong, long-term relationships. Our partnership with DAS will consider your near term and long-term strategic energy plan, building modifications, current energy baseline, infrastructure needs, renewable goals – geothermal and solar installations, energy reliability, and communication to the stake holders on its progress. Through a partnership with Honeywell, these goals and many others will be achieved as Honeywell brings its energy expertise and advanced technology to help you create your vision for DAS. Honeywell will work with DAS to develop energy savings measures and renewable energy strategies to maximize energy savings while balancing long term infrastructure goals. The Honeywell Global Finance team will assist you with complex financing products and look at grants through the Greenbank, UI and LREC/ZREC’s in the future, and many others that will ultimately help subsidize the cost of the program.

Corporate Office Honeywell International Inc.

115 Tabor Road Morris Plains, NJ 07950

FEIN #22-2640650



We work, live and support our communities. Honeywell Energy Services Group (HESG), a business unit of Honeywell Building Solutions, has a long list of clients across the public and private sectors including government, healthcare, education and commercial. Out team of over 295 full-time employees evaluates, engineers and implements facility improvements focused on creating innovative solutions for our clients by upgrading infrastructure, reducing utility consumption and cost, and lowering GHG emissions. Since 1979, we have designed energy and infrastructure renewal solutions at more than 7,000 facilities and guaranteed over $6B in energy and operational savings. Our team is recognized as a leader in delivering comprehensive, technically complex, guaranteed energy saving projects of superior customer value with long-term performance. Since the beginning, we have focused our business on solutions that help our customers to manage your energy expenses, eliminate energy waste and modernize your facilities. Honeywell’s strong financial position and our 39 years of experience with energy guarantees, ensure that our customers always achieve the guaranteed savings and results that they expect. We have great people working on great teams and generating industry leading results. Our teams typically have members from every level of the organization focused on improving processes to maximize customer results. Additionally, the Honeywell’s Solution Design Engineers (SDEs) are registered Professional Engineers (PE), Certified Energy Managers (CEM), and/or LEED Accredited Professionals. Honeywell’s SDE team is experienced in the energy field, and required to complete annual training and participate in industry events to fine tune their capabilities and customer value.

GENERAL EXPERIENCE IN ENERGY SERVICES BUSINESS Honeywell has been involved in the energy efficiency related business for over 133 years, beginning with the invention of the very first furnace regulator and alarm in 1885 by an inventor named Albert Butz. He formed the Butz Thermo-Electric Regulator Company in 1886, and a few weeks later invented what he called a “damper flapper” – now better known as the thermostat. In the many years since, Honeywell has introduced a vast number of energy products, technologies and services to the marketplace, with the thermostat remaining the most common, popular and highly visible member of our product line. Honeywell has provided performance contracting services for over 39 years. We undertook our very first energy project in 1979, later coining the concept of “guaranteed savings” under a grant from the U.S. Department of Energy in 1984. Since the beginning, we have focused our business on solutions to help our customers manage their energy expenses and control their environment. Honeywell has also strived to lead by example with energy efficiency and sustainable practices within our own facilities. In response, Honeywell was recognized by the EPA as the first Energy Star partner to voluntarily commit all of our facilities to all phases of the program. Essentially, Honeywell pioneered and revolutionized the performance contracting business. We have designed, developed and executed over 7,000 EPCs and in the last year 10 years have successfully designed and constructed 1,072 projects that are worth $3.535 Billion. This graphic represents Honeywell’s performance contracting projects for the past ten (10) years. In addition, our local team has tremendous experience in performing Comprehensive Energy Audits to help our customer’s energy efficiency opportunities, and provide solutions to your building infrastructure and environmental needs. Our success rate in designing energy solutions, delivering results, and meeting energy guarantees is unmatched locally and nationally. Honeywell has never defaulted on an energy savings guarantee. In the three percent of cases in which we did not meet the guarantee, we paid our customers the difference between the guaranteed amount and the actual savings achieved. We then took steps to



identify and fix the problems causing the shortfalls. Honeywell’s strong financial position and over 39 years of experience with energy guarantees ensures that our customers always achieve the guaranteed savings and the results they expect.

ENERGY ACCREDITATIONS AND AFFILIATIONS

National Association of Energy Service Companies (NAESCO) Honeywell is an active member and one of the earliest charter members of the National Association of Energy Service Companies (NAESCO), the country’s premier energy services trade organization, and is one of only eleven companies nationwide that has consistently met NAESCO’s rigorous accreditation requirements. As a senior and respected member of this prestigious association, Honeywell has worked diligently to promote customer interests in legislative and policy making bodies nationwide, including but not limited to, advising on enabling legislation and the development of measurement & verification protocols. Many of the Honeywell team of energy professionals has participated in national speaking engagements for NAESCO events as well.

Clinton Climate Initiative Honeywell was, and continues to be, one of the four original charter ESCOs invited to partner with the Clinton Climate Initiative to help the world’s largest cities reduce energy consumption and greenhouse gas emissions. President Clinton launched the Clinton Foundation’s Climate Initiative in August 2006, with the mission of applying a business-oriented approach to the fight against climate change in practical, measurable, and significant ways. CCI is currently working with the C40 Large Cities Climate Leadership Group to accelerate efforts to reduce greenhouse gas emissions.

American College & University Presidents Climate Commitment Honeywell is also an official Platinum sponsor of the American College and University Presidents Climate Commitment (ACUPCC). Partnering with the CCI, the ACUPCC strives to increase the number of large-scale energy saving retrofits for campus buildings. The ACUPCC provides a framework and support for America’s Colleges and Universities to implement comprehensive plans in pursuit of climate neutrality. As part of the program, ACUPCC signatories are able to take advantage of the benefits of CCI’s Energy Efficiency Building Retrofit Program (EEBRP), including project support and CCI’s established relationships with private sector financial institutions; energy services companies (ESCOs), and product manufacturers.

Department of Energy/Defense We have also been designated as a pre-qualified ESCO and a Super ESCO by the U.S. Departments of Energy and Defense (DOE and DOD), holding multiple Indefinite Delivery, Indefinite Quantity (IDIQ) contracts with the DOE, U.S. Air Force, U.S. Army, and MEDCOM organizations.

Energy Services Coalition Honeywell is an active member of the Energy Services Coalition (ESC), working closely with State Energy Offices around the country to support the adoption of standards and best practices for performance contracting. Activities through this organization also include outreach and education to interested market sectors and end-user groups, driving utility company demand-side management programs and review of new technologies.

American Water Works Association The AWWA has more than 60,000 members representing every part of the water profession, and is the largest association of water professionals in the world, connecting utilities, equipment manufacturers and consultants and professionals together. Honeywell is proud to have individual active members.

U.S. Green Building Council We are a member of the U.S. Green Building Council (USGBC), a community of professionals who share the similar goal of advancing sustainable building practices. Many of the engineers and professionals on your Honeywell team are LEED® Accredited Professionals, with certification and expertise in new construction and existing buildings. The LEED® (Leadership in Energy and Environmental Design) Green Building Rating System® is a voluntary, consensus-based national standard for developing high-performance, sustainable buildings. Honeywell LEED® Accredited Professionals bear the distinction through rigorous study and examination.



LEED EB Ratings Interaction At the core of the LEED Rating System is a holistic process of evaluation, decision making and design involving all disciplines of the design team, the building owner and tenants, as well as operation and maintenance staff. The LEED process, energy auditing and performance contracting are complimentary and easily integrated with one another. The energy audit will be performed in conjunction with the LEED assessment. These tools, developed side-by-side, will form the basis of a single, integrated action plan that can incorporate interaction with carbon footprint calculations and protocols. Honeywell has LEED Accredited Professionals assigned to the District project team.

Military Times “Best for Vets” Employer 2017 Honeywell is a Military Times “Best for Vets” Employer 2017. Each year, Military Times invites companies to fill out a nearly 100-question survey that results in the rankings that “evaluate companies’ culture, veteran recruiting, veteran policies and accommodations for members of the National Guard and reserves.” “The Best for Vets designation and logo cannot be bought. Only earned,” said George Altman, the Military Times editor in charge of the rankings. “The companies on the Military Times Best for Vets list earned their rankings through determined efforts to recruit and support service members, veterans and military families. These efforts deserve recognition from the country and should get the attention of veterans looking for a new career.” Honeywell was named a “Best for Vets” employer as a result of its military recruiting efforts, percentage of new hires with previous military service and company policies towards National Guard and reserve service. Honeywell also was designated as a 2017 Military Friendly® Employer by Victory Media, publisher of G.I. Jobs®. U.S. Veterans Magazine named Honeywell one of the 2016 Best of the Best Top Veteran Friendly Companies.

SECTION 2 PROPOSER’S EXPERIENCE

A. Types of Services Types of services being offered and expertise in various systems. Summarize the scope of services (auditing, installation, service, monitoring, etc.) available from your company. Honeywell Building Solutions (HBS) is part of Honeywell Building Technologies, a $9 billion strategic business group of Honeywell. HBS installs, integrates and maintains systems that keep government, education, commercial and industrial facilities safe, secure, comfortable, productive and efficient. HBS is also a global leader in energy services, working with organizations and power providers to conserve energy, optimize building operations and leverage renewable energy sources. Our expertise is found in a wide range of services from maintaining building automation technology to building advanced microgrids that provide onsite generation and energy security to delivering comprehensive programs to help utilities and the electrical grid operate smarter. Services include Energy Modeling & Analysis, Project Design, Building/Energy Management Systems, Electrical, Energy Efficiency (General), HVAC, Lighting, Controls, Project Integration & Management, Installation & Commissioning, Measurement & Verification.

B. Project Experience in Past 3 Years A brief description of the energy contracts or projects that the firm has managed in the past three (3) years that includes: a. Name and type of project b. Project size c. List of operational improvements that details the type of retrofit(s) employed and the annual cost savings realized by the customer d. Audit, monitoring and savings verification methodologies e. References for work performed including contact information Honeywell has a vast number of performance contracting projects in various stages across the US. Due to extensive size of our project list, Honeywell is providing a partial list of projects from across the US and Canada for the past three (3) years. An expanded list is available upon request.

Project Name Facility Type City State Project Size (Dollars)

Year Constructed

Kunsan Air Force Base Federal S. Korea $28,617,033 2018 Eastern Regional Health Authority Healthcare Canada $18,551,832 2018 Miami-Dade County Internal Service Dept Municipality Miami FL $12,284,773 2018 Slippery Rock University Foundation Higher Education Slippery Rock PA $6,226,160 2018 City of Palm Bay, FL Municipality Palm Bay FL $4,384,936 2018 Educational Services Commission of New Jersey K-12 Piscataway NJ $4,331,431 2018 Confederation College - Phase 4 Higher Education Thunder Bay, Ontario Canada $3,909,388 2018 Valley Stream UFSD 13 K-12 Valley Stream NY $3,709,300 2018 West Morris Regional High School District K-12 Chester NJ $3,185,639 2018




Year Constructed

Piqua City Schools K-12 Piqua OH $2,799,990 2018 City of Summerside Municipality Summerside Canada $2,785,255 2018 Carleton University Higher Education Ottawa, Ontario Canada $2,653,009 2018 Lawton Community Schools K-12 Lawton MI $2,440,000 2018 MSAD 6 Phase 3 K-12 Buston ME $2,235,077 2018 Jasper County, IN ESPC Municipality Rensselaer IN $2,200,000 2018 Marshall CUSD Phase 2 K-12 Marshall IL $1,986,225 2018 Blackford County, IN Municipality Hartford City IN $1,850,012 2018 Tinker Air Force Base Building 9301 UESC Mod #1 Federal Oklahoma City OK $1,114,537 2018 City of Harper Woods, MI Municipality Harper Woods MI $838,584 2018 Cambrian College Phase 2 Barrydowne Campus Higher Education Sudbury, Ontario Canada $498,868 2018 MSAD 6 Bonny Eagle HS Project 1 K-12 Buxton ME $249,835 2018 Memorial University Newfoundland Higher Education St. John's NL $17,197,530 2017 East Islip Unified School District K-12 East Islip NY $15,432,500 2017 Slippery Rock University Higher Education Slippery Rock PA $12,569,857 2017 Federal Communications Commission Federal Washington DC $9,857,182 2017 Stony Brook Univ Amendment 9 Higher Education Stony Brook NY $6,008,437 2017 Old Bridge Board of Education K-12 Matawan NJ $5,879,471 2017 Town of Branford, CT Municipality Branford CT $5,772,796 2017 Thunder Bay Catholic DSB Phase 3 EPC & Boilers K-12 Thunder Bay ON $5,421,592 2017 Bloomfield Board of Education K-12 Bloomfield NJ $4,921,933 2017 Calhoun County Phase 4 Municipality Marshall MI $4,146,133 2017 Ferndale Public Schools K-12 Ferndale MI $3,507,356 2017 Thunder Bay Catholic DSB Phase 3 Boilers K-12 Thunder Bay ON $3,437,437 2017 Scranton Housing Authority Phase 2 Federal/PHA Scranton PA $3,141,669 2017 Ionia Public Schools K-12 Ionia MI $3,060,000 2017 Gillett Schools K-12 Gillett WI $2,532,163 2017 City of Worcester, MA (IA4) Municipality Worcester MA $2,476,578 2017 MSAD 6 Bonny Eagle K-12 Standish ME $2,245,642 2017 Carleton University-Nesbitt Bldg 1865212 Higher Education Ottawa Canada $2,243,997 2017 Lebanon County Phase III Municipality Lebanon PA $2,237,444 2017 City of Fort Lauderdale, FL Municipality Fort Lauderdale FL $2,045,750 2017 Letterkenny Army Depot Federal Letterkenny PA $2,037,483 2017 Fort Dix Solar Federal Fort Dix NJ $2,024,000 2017 City of Perth Amboy, NJ Municipality Perth Amboy NJ $2,003,901 2017 NSA Monetary Federal Monterey CA $1,763,134 2017 City of Durand, MI Municipality Durand MI $1,622,340 2017 RSU 22 Phase II K-12 Hampden ME $1,542,023 2017 Rio School District K-12 Rio WI $1,513,807 2017 St. Joseph's General Hospital Elliot Lake Healthcare Elliot Lake, Ontario Canada $1,458,598 2017 Manistee Public Schools Phase 4 K-12 Manistee MI $1,088,428 2017 Thunder Bay Catholic DSB Phase 4 Lighting K-12 Thunder Bay ON $931,036 2017 Merrimack School District Phase 4 K-12 Merrimack ME $480,800 2017 Tinker Air Force Base Federal Oklahoma City OK $243,000,000 2016 Mount Vernon School District K-12 Mount Vernon NY $43,829,006 2016 GSA Los Angeles Federal Los Angeles CA $35,828,952 2016 Tobyhanna Army Depot Federal Tobyhanna PA $25,747,660 2016 GSA San Francisco Federal San Francisco CA $22,676,492 2016 Federal Correctional Institution Cumberland Federal Cumberland MD $20,595,111 2016 Federal Correctional Institution Manchester Federal Manchester KY $19,817,681 2016 GSA Los Angeles - Chet Holifield Federal Building Federal Los Angeles CA $15,528,798 2016 Alberta Health Services Healthcare Alberta Canada $11,537,241 2016

Federal Aviation Administration (Group 1) ATCT (Air Traffic Control Towers) TRACON (Terminal Radar Approach Control Facilities) ARTCC (complexes that control all air traffic in the region)

Federal/Airports

Birmingham & Huntsville Alabama

$10,879,580 2016 Orlando, St.

Petersburg & Tampa Florida

Atlanta, Augusta, Peachtree City,

Savannah Georgia




Year Constructed

Indianapolis & South Bend Indiana

Olathe Kansas Kansas City Missouri

Albuquerque New Mexico

Harlingen & Houston Texas Milwaukee Wisconsin

Los Angeles AFB Federal Los Angeles CA $10,669,400 2016 Derry School District K-12 Derry NH $9,233,771 2016 GSA Los Angeles - Wilshire Federal Building Federal Los Angeles CA $8,847,615 2016 Town of Enfield Municipality Enfield CT $8,758,999 2016 Old Bridge Board of Education K-12 Matawan NJ $8,278,931 2016 Humphreys Engineering Center ESPC Federal Alexandria VA $7,420,500 2016 Rock Island Arsenal TO3 Federal Rock Island IL $7,379,721 2016 Shoreham-Wading River Central School District K-12 Shoreham NY $7,017,041 2016 City of Gardner Municipality Gardner MA $6,631,347 2016 City of Brighton, CO Municipality Brighton CO $6,198,381 2016 GSA San Francisco - John E. Moss Federal Building Federal San Francisco CA $5,629,992 2016 Georgia Department of Transportation State Gov Atlanta GA $5,192,183 2016 City of Annapolis Municipality Annapolis MD $4,720,191 2016 GSA Los Angeles - United States Courthouse Federal Los Angeles CA $4,664,064 2016 Pembroke Schools Phase 3 K-12 Pembroke NH $4,626,701 2016 USACE Pittsburgh Federal Pittsburgh PA $4,328,972 2016 GSA San Francisco - Robert E. Coyle Federal Building Federal San Francisco CA $4,162,376 2016 Rappahannock Regional Jail Correctional Facility Stafford VA $4,117,868 2016 Delhi Charter Township Municipality Ingham County MI $3,664,663 2016 Miami-Dade County Seaport Dept Municipality Miami FL $3,479,454 2016 GSA Los Angeles - Richard H. Chambers Federal Building Federal Los Angeles CA $3,390,961 2016 Brandywine Heights School District K-12 Brandywine PA $3,323,542 2016 Northern Highlands Regional High School K-12 Allendale NJ $3,198,428 2016 National Archives & Records Federal Washington DC $2,989,951 2016 Mason County Central Schools K-12 Scottville MI $2,893,315 2016 City of Worcester, MA (PPA Phase 3) Municipality Worcester MA $2,849,286 2016 Jim Thorpe School District K-12 Jim Thorpe PA $2,751,189 2016 GSA San Francisco - John F. Shea Federal Building & Brankrupt Federal San Francisco CA $2,275,549 2016

Carleton University - MacKenzie Building Higher Education Ontario Canada $2,264,258 2016 Rochester School Department K-12 Rochester NH $2,220,774 2016 Van Dyke Public Schools K-12 Warren MI $2,130,743 2016 GSA Los Angeles - Santa Ana Federal Building Federal Santa Ana CA $2,096,615 2016 RSU 18 - Phase IV K-12 Oakland ME $2,041,612 2016 Marysville Public Schools K-12 Marysville MI $1,932,024 2016 National Archives & Records - SE Regional Archives Federal CA $1,883,669 2016 Denville Township Schools K-12 Denville NJ $1,855,428 2016 National Archives & Records - US Geological Survey Federal Various USA $1,814,287 2016 Architect of the Capital - Capital Power Plant Federal Washington DC $1,467,530 2016 GSA - San Francisco Federal Building Federal San Francisco CA $1,450,358 2016 GSA San Francisco - James R Browning US Court of Appeal Federal San Francisco CA $1,363,765 2016

GSA San Francisco - Leo J Ryan Federal Building Federal San Bruno CA $1,340,149 2016 GSA San Francisco - Sacramento Federal Building Federal Sacramento CA $1,235,450 2016 Carleton University - Minto Centre Higher Education Ontario Canada $1,218,783 2016 Calhoun County Phase 3 Municipality Calhoun County MI $1,208,402 2016 Somerset County Vo-Tech K-12 Bridgewater NJ $1,191,755 2016

SECTION 3 PRICING AND FEES PROPOSERS NOTE - It is understood that energy cost savings programs may be quoted on a site-specific basis. A list of buildings and facilities is not available. Please complete this section in the following manner:



A. Pricing Structure Describe the pricing structure for the type of retrofit projects/services being proposed. 1. Specify costs that are fixed/variable Our overhead and profit are fixed along with the costs for training. Project Management, design, subcontractor costs are variable and dependent on the type and complexity of the measure. 2. Specify if there is an initial capital cost outlay; if not, is that option available? There is no initial cost outlay.

B. Cost Mark-Ups Describe all cost markups and how they me be applied Cost mark ups will be applied per Energy measure and will be reviewed with the customer. The mark ups are as follows:

MARK-UPS Category of Mark-Up Mark-Up Application % Mark-Up

Overhead Applied to all our direct costs of delivering goods & services to each customer. Cost categories are as outlined below. 13%

Profit Applied to all our direct costs of delivering goods & services to each customer + overhead. Cost categories are as outlined below. 12%

Labor – Internal Overhead + profit are applied at the rates listed to our direct labor costs, including salary and benefits.

+ 13% Overhead + 12% Profit

Equipment Purchased Overhead + profit are applied at the rates listed to our direct invoice cost, including shipping and handling to job site.


Materials Purchased Overhead + profit are applied at the rates listed to our direct invoice cost, including shipping and handling to job site.


Subcontract Labor Overhead + profit are applied at the rates listed to our direct invoice cost, including subcontractor’s overhead & profit.


Subcontract Material Overhead + profit are applied at the rates listed to our direct invoice cost, including subcontractor’s overhead & profit.


Costs Maximum Markup Above Cost

Subcontractor costs (Subcontractor costs to Energy Company) Project Services, Overhead & Profit Other direct purchases of Equipment, materials, supplies (Supplier costs to Energy Company; do not include subcontractor supplies purchased as they should be included above)

Project Services, Overhead & Profit

Design (indicate whether this will be completed by the Energy Company or subcontracted)

Measures requiring detailed design up to 8.5% of hard costs. Measures requiring less technical design 3.0-5.0% of hard costs. Design will be completed by Energy Company and subcontractors dependent upon the work.

Project management (indicate whether this will be completed by the Energy Company or subcontracted)

Measures requiring heavy project management at 6.0% of hard costs. Measures requiring less technical project management at 4.5% of hard costs. Honeywell will staff the project with Honeywell a project management team. Subcontractors may elect to have construction management leadership on site as well. Honeywell will minimize spend, balancing productivity and safety.

Costs Maximum Markup Above Costs

Commissioning (indicate whether this will be completed by the Energy Company or subcontracted)

1.5% of hard costs. Honeywell will define a commissioning plan that may include subcontracted resources. This is important element of the project and will be reviewed and approved during the proposal phase.

Training (indicate whether this will be completed by the Energy Company or subcontracted)

1.5% of hard costs. Training will be conducted by ESCO and manufacturer’s representatives as appropriate.



Costs Maximum Markup Above Costs Construction measurement and verification (indicate whether this will be completed by the Energy Company or subcontracted) 1.5% of construction cost. Will be provided by Energy Company

Cost of Risk (Contingency) 3.0-5.0% of construction cost depending on scope complexity. Project Services, Overhead & Profit

Permits (markup allowed only if permits are acquired by Energy Company)

Project Service Fees, Overhead & Profit –fee determined by charge of local end user.

Performance Bond 1.0% of construction costs. Project Services, Overhead & Profit

Warranty costs 1.0% of construction costs. Project Services, Overhead & Profit Other – Travel, Site Office, Supervision and Security, Safety, General Conditions, Administrative 4.0-6.0% of construction costs. Project Services, Overhead & Profit

C. Maintenance & Monitoring Costs Describe all other costs such as maintenance and monitoring and how they are applied. There are numerous types of service agreements that can be utilized at the discretion of the end user and are customized per the project.

D. Rebates & Incentives Describe any potential rebates and incentives that can be made available to the users of this contract. Honeywell will thoroughly investigate all potential 3rd party funding sources during the proposal process. Numerous incentives are available through Eversource, United Illuminating as well as Gas suppliers. Honeywell will apply for these incentives for the customers. Other available programs will also be evaluated including demand response programs, 3rd party commodity purchase agreements, alternative rate schedules, net metering purchase agreements, net metering through solar PV direct ownership, Renewable Energy Credits, grants, etc.

Annual Cost Category How Price is Determined Years Applied

(One-time, Annual, etc.)

Warranty Cost for warranty service is included in the installation quotes we receive from subs and suppliers. One Time

Post-Installation Measurement &

Verification Typically 3% of the project cost and is based on the mixture of M&V

methodologies chosen. Ongoing for every year that the

guarantee is in effect.

Maintenance As this is not required by Honeywell on a performance contract, there are

no fees associated with this category. Actual costs for the end user’s desired services will be developed and negotiated per the project

development maintenance plan. Ongoing, if selected by customer

Other: Permits These fees are determined by the end user. One Time

Other: Training Training would be determined by the need of the customer’s staff and changing needs. Training is typically 0.5% of the project. One time and/or ongoing



SECTION 4 FORM RFP-16 (EXHIBIT B) On the RFP-16 Price Schedule (Exhibit B) of this RFP package, provide a summary of your company and the types of goods/services it provides. This will serve as the descriptive reference of your company for users of the contract who are seeking to purchase from it.

state of connecticut · honeywell employs over 630 people in the state of connecticut, and is...

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