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# EnergyPerformance 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. Ifyou do not have PowerPoint on your computer, you will need to download the free PowerPolnt VIewer

. 

### EPCReview

## Process
• HUD Approval Process • Development 

### ofan EPC (ESCo) • Development 

### ofan EPC (PHA managed) 

### Checklists Requests for Proposals
• Request for Proposal (RFP)
- Review Checklist (MS-Word) 

### Energy Service Agreement (ESA)
• Completeness ReviewChecklist- 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 ' Publicand 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 moreaboutthe

National Energy Polley • Successful Energy

Performance Contracts •Answersto Common

Questions

1137128f2015
Guidanee/SampleDocuments • 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
BUDR.egulati0118/NoticesI 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) OldGuidanee • 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 EPCDatabase SummaryFiles
• <NEW> EPC Database Description
• <NEW> EPC Database: Summary Statistics [MS-Excel] ttlp:l/portai.IY.Jd.gov/h.qlortai/H UD?src=lprll!J"am_ollices/pltllicjndan_hot.Bi19'Programs/ptllpheccJepefamance 2137128f2015 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.

ttlp:l/portai.IY.Jd.gov/h.qlortai/H UD?src=lprll!J"am_ollices/pltllicjndan_hot.Bi19'Programs/ptllpheccJepefamance 3f3