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Energy Performance Contracting 

Energy Performance Contracting (EPC) Is an Innovative 

financing technique that uses cost savings from reduced 

energy consumption to repay the cost of installing energy 

conservation measures. Normally offered by Energy 

Service Companies (ESCOs), this innovative financing 

technique allows building users to achieve energy savings 

without up front capital expenses. The costs of the energy 

improvements are borne by the performance contractor 

and paid back out of the energy savings. Other advantages 

include the ability to use a single contractor to do 

necessary energy audits and retrofit and to guarantee the 

energy savings from a selected series of conservation 

measures. 

Please note: There are several PowerPoint presentations on 

this page. Some of these files are large and may take 

several minutes to download and view. If you do not have 

PowerPoint on your computer, you will need to download 

the free PowerPolnt VIewer. 

EPC Review Process 

• HUD Approval Process 

• Development of an EPC (ESCo) 

• Development of an EPC (PHA managed) 

Checklists 

Requests for Proposals 

• Request for Proposal (RFP) - Review Checklist (MS-Word) 

Energy Service Agreement (ESA) 

• Completeness Review Checklist- ESCo (MS-Word) [Updated 

7/20/l l] 

• Technical Review Checklist- ESCo(MS-Word) [Updated 

7/20/l l] 

• Technical Review Checklist (PHA Managed) (MS-Word) 

[Updated 7 /20/l l] 

lmportent Links 

' Public and Indian Housing 

• Office of Field Operations 

(OFO) 

Related Information 

• (NEW) Energy Improvement 

Checklist 

'(NEW) PIH Notice 2014-18: 

Guidance on on-site Utility 

Technologies and the Rate 

Reduction Incentive in Public 

Housing 

• PIH 2011-36: Guidance on 

Energy Performance 

Contracts 

' PIH 2010-41 

' PIH 2009-43 

• State Energy Programs 

• Learn more about the 

National Energy Polley 

• Successful Energy 

Performance Contracts 

• Answers to Common 

Questions 

113 
7128f2015 

Guidanee/Sample Documents 

• OFB & EPC Memo 

~ M & V Guidance 

Public Housirg Energy Conservation Clearirghot.Be: Energy Performance Contraclirg- HUD 

• Baseline Review Process 

• Sample RFP for Energy Performance Contract (MS-Word) 

• HUD Cost Summary Sheet (MS-Excel) 

• Sample Legal Review Document (MS-Word) 

• Sample Cost Reasonableness Certification (MS-Word) 

• Repayment Certification (MS-Word) 

• Guidance for Section 30 Proposals 

BUD R.egulati0118/ Notices I Procedures 

• 24 CFR 990.185 - HUD's Financial regulations including 

energy incentives for EPC 

• Part 990 Final Rule 

• Part 990.185 Final Rule (01-16-2009) 

• 24 CFR 965- HUD regulations on utility allowances, utility 

metering and EPC 

• 24 CFR 85.36- HUD Procurement regulations 

• HUD Procurement Chart 

• PIH Notice 2011-36 - Guidance on Energy Performance 

Contracting 

FOl'DIB 

• Form 5369-A 

• Form 5370 

• Form 52722 (MS-Word) 

Old Guidanee 

• HUD Utility Allowance Guidebook (1998) 

• Energy Conservation for Housing - Workbook (1998) 

• Energy Conservation for Housing - Workbook (1982) 

• Cooling and Heating Load Calculation Manual (1980) 

Standards 

Federal Energy Management Program 

• M & V Guidelines: Measurement and verification for Federal 

Energy Projects, Version 3.0 

EPC Database Summary Files 

• <NEW> EPC Database Description 

• <NEW> EPC Database: Summary Statistics [MS-Excel] 

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7128f2015 Public Housirg Energy Conservation Clearirghot.Be: Energy Performance Contraclirg- HUD 

Alternative financing representatives (AFRs) at the Federal 

Energy Management Program (FEMP) can be contacted to 

assist with the Energy Performance Contract (EPC) process, 

answer questions, and access appropriate FEMP resources. 

FEMP also teaches EPC workshops and telecourses. Learn 

more about FEMP services and find an AFR. 

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