LEEP Process Overview
LEEP is primarily a tool to complete an investment grade audit (IGA), and can be broken down into three main stages. Since the goal of LEEP is to not only complete IGAs, but also implement the recommended energy conservation measures, LEEP stages fit into a broader process of project management, including procuring project design and construction bids, financing, project implementation, and ongoing facility operation and maintenance.
Opportunity Assessment
Commerce staff work with the local unit of government to review goals, site and building information, past studies and projects, and utility data. With Commerce’s assistance, local units of government determine which of our programs, including other energy savings programs such as GESP, may be the best fit. A joint powers agreement with the Department of Commerce is required move forward with LEEP to access the program’s master contract, work order contracts, and other program tools.
Provider Selection
LEEP provides local units of government with standard tools and documents to release a Site-Specific Request for Proposals (RFP) to our pool of pre-qualified contractors in the master contract. Once this is released, a site walk-through may be completed with all interested Contractors to provide information in an open meeting format. Contractors who respond to the Site-Specific RFP will be evaluated by the local unit of government.
The local unit of government will notify the selected Contractor and encumber the funds necessary to move forward with an IGA.
Investigation
The Investigation phase of LEEP is broken down into two major stages: a Preliminary Assessment and Analysis and a Detailed Investment Grade Audit.
The Preliminary Assessment and Analysis includes the Contractor meeting with the local unit of government to:
- Establish work plans, schedules and milestones, and communication procedures.
- Collect data and background information from the local unit of government concerning facilities operation and energy use.
- Perform a preliminary walk-through of the facilities.
- Establish base year consumption for use in comparing projected energy savings against.
- Present preliminary findings and recommendations, and to establish agreement on measures to include in the detailed analysis and audit report.
Once the measures to be studied in detail are agreed upon between the Contractor and local unit of government, the work order contract will be amended to include tasks and fees to complete a detailed IGA. The primary deliverable of the second stage is a Final Investment Grade Audit Report, which details potential energy savings and an estimated project implementation costs by energy conservation measure.
Post-LEEP Project Implementation
Once a final IGA is complete, a LEEP project is technically done. However, the goal of LEEP is to find viable, cost-effective projects at local units of government. Should LEEP provide a viable energy project, the local government would then move to Design and Construction Bid phases, using standard procurement practices.
Local units of government have access to many financing options to implement an energy project, including standard methods such as bonds, capital expenditures, and tax levies, and lease-purchase financing.
Once a project is implemented, Commerce reviews the LEEP program and Contractor experience in order to continually improve LEEP moving forward.