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HomeMy WebLinkAboutKPBSD GrantApplication Round 6 FINALRenewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 1 of 30 7/3/2012 Application Forms and Instructions This instruction page and the following grant application constitutes the Grant Application Form for Round 6 of the Renewable Energy Fund. An electronic version of the Request for Applications (RFA) and this form are available online at: http://www.akenergyauthority.org/RE_Fund-6.html • If you need technical assistance filling out this application, please contact Shawn Calfa, the Alaska Energy Authority Grant Administrator at (907) 771-3031 or at scalfa@aidea.org. • If you are applying for grants for more than one project, provide separate application forms for each project. • Multiple phases for the same project may be submitted as one application. • If you are applying for grant funding for more than one phase of a project, provide milestones and grant budget for each phase of the project. • In order to ensure that grants provide sufficient benefit to the public, AEA may limit recommendations for grants to preliminary development phases in accordance with 3 ACC 107.605(1). • If some work has already been completed on your project and you are requesting funding for an advanced phase, submit information sufficient to demonstrate that the preceding phases are satisfied and funding for an advanced phase is warranted. • If you have additional information or reports you would like the Authority to consider in reviewing your application, either provide an electronic version of the document with your submission or reference a web link where it can be downloaded or reviewed. REMINDER: • Alaska Energy Authority is subject to the Public Records Act AS 40.25, and materials submitted to the Authority may be subject to disclosure requirements under the act if no statutory exemptions apply. • All applications received will be posted on the Authority web site after final recommendations are made to the legislature. • In accordance with 3 AAC 107.630 (b) Applicants may request trade secrets or proprietary company data be kept confidential subject to review and approval by the Authority. If you want information is to be kept confidential the applicant must: o Request the information be kept confidential. o Clearly identify the information that is the trade secret or proprietary in their application. o Receive concurrence from the Authority that the information will be kept confidential. If the Authority determines it is not confidential it will be treated as a public record in accordance with AS 40.25 or returned to the applicant upon request. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 2 of 30 7/3/2012 SECTION 1 – APPLICANT INFORMATION Name (Name of utility, IPP, or government entity submitting proposal) Kenai Peninsula Borough School District (KPBSD) Type of Entity: Local Government Fiscal Year End: June 30 Tax ID # 92-0030923 Tax Status: For-profit or X non-profit Mailing Address 148 N. Binkley St. Soldotna, AK 99669 Physical Address 148 N. Binkley St. Soldotna, AK 99669 Telephone 907-714-8888 Fax 907-262-9645 Email davejones@kpbsd.k12.ak.us 1.1 APPLICANT POINT OF CONTACT / GRANTS MANAGER Name Dave Jones Title Assistant Superintendent Kenai Peninsula Borough School District Mailing Address 148 N. Binkley St. Soldotna, AK 99669 Telephone 907-714-8857 Fax 907-262-9645 Email davejones@kpbsd.k12.ak.us 1.2 APPLICANT MINIMUM REQUIREMENTS Please check as appropriate. If you do not to meet the minimum applicant requirements, your application will be rejected. 1.2.1 As an Applicant, we are: (put an X in the appropriate box) An electric utility holding a certificate of public convenience and necessity under AS 42.05, or An independent power producer in accordance with 3 AAC 107.695 (a) (1), or X A local government, or A governmental entity (which includes tribal councils and housing authorities); Yes 1.2.2 Attached to this application is formal approval and endorsement for its project by its board of directors, executive management, or other governing authority. If the applicant is a collaborative grouping, a formal approval from each participant’s governing authority is necessary. (Indicate Yes or No in the box ) Yes 1.2.3 As an applicant, we have administrative and financial management systems and follow procurement standards that comply with the standards set forth in the grant agreement. Yes 1.2.4 If awarded the grant, we can comply with all terms and conditions of the attached grant form. (Any exceptions should be clearly noted and submitted with the application.) Yes 1.2.5 We intend to own and operate any project that may be constructed with grant funds for the benefit of the general public. If no please describe the nature of the project and who will be the primary beneficiaries. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 3 of 30 7/3/2012 SECTION 2 – PROJECT SUMMARY This is intended to be no more than a 1-2 page overview of your project. 2.1 Project Title – (Provide a 4 to 5 word title for your project) Seward Schools Biomass Heating System 2.2 Project Location – Include the physical location of your project and name(s) of the community or communities that will benefit from your project in the subsections below. Location – latitude and longitude or street address or community / communities served: The proposed project will serve the community of Seward, AK, located on the Kenai Peninsula. The three locations for the project are: 1. Seward Middle School, 304 Sea Lion Avenue, Seward, AK 99664 2. William H. Seward Elementary School, 606 Sea Lion Avenue, Seward, AK 99664 3. Seward High School, P.O. Box 1049, Seward, AK 99664 2.2.1 Location of Project – Latitude and longitude, street address, or community name. Latitude and longitude coordinates may be obtained from Google Maps by finding you project’s location on the map and then right clicking with the mouse and selecting “What is here? The coordinates will be displayed in the Google search window above the map in a format as follows: 61.195676.-149.898663. If you would like assistance obtaining this information please contact AEA at 907-771-3031. Location – latitude and longitude or street address or community / communities served: The proposed project will serve the community of Seward, AK, located on the Kenai Peninsula. The three locations for the project are: 1. Seward Middle School, 304 Sea Lion Avenue, Seward, AK 99664 (60.132177,-149.431508) 2. William H. Seward Elementary School, 606 Sea Lion Avenue, Seward, AK 99664 (60.132209,-149.431658) 3. Seward High School, P.O. Box 1049, Seward, AK 99664 (60.133855,-149.422388) 2.2.2 Community benefiting – Name(s) of the community or communities that will be the beneficiaries of the project. Seward, AK 2.3 PROJECT TYPE Put X in boxes as appropriate 2.3.1 Renewable Resource Type Wind X Biomass or Biofuels Hydro, including run of river Transmission of Renewable Energy Geothermal, including Heat Pumps Small Natural Gas Heat Recovery from existing sources Hydrokinetic Solar Storage of Renewable Other (Describe) Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 4 of 30 7/3/2012 2.3.2 Proposed Grant Funded Phase(s) for this Request (Check all that apply) Pre-Construction Construction Reconnaissance X Design and Permitting Feasibility X Construction and Commissioning Conceptual Design 2.4 PROJECT DESCRIPTION Provide a brief one paragraph description of your proposed project. The proposed project will undertake final design and construction of a wood-fired hydronic heating system in three Seward schools. A Feasibility Study (FS) was completed in July, 2011 by Dan Parrent, USDA Forest Service, which served the purpose of both Reconnaissance and Feasibility. The Feasibility Study was also reviewed in a document prepared by Lew McCreery (USDA FS) of the USDA Wood Education and Resource Center (WERC). Both reports (attached to this application) attested to the viability and readiness of the project, which is now ready to proceed to Final Design and Construction Phases. This proposed Seward Schools Biomass Heating System project will implement the following multi-phased process: • Phase III, Final Design of a wood-fired hydronic heating system to heat the combined Seward High, Middle and Elementary School campus with woody biomass fuel. • Phase IV, Construction, Commissioning, and Operation of the heating system and follow up reporting on operation and maintenance. The project is designed to proceed without the delay of additional grant year cycles. Reports from the 2011 feasibility assessment and a 2011 District energy evaluation will serve as the reference documents for this project. 2.5 PROJECT BENEFIT Briefly discuss the financial and public benefits that will result from this project, (such as reduced fuel costs, lower energy costs, etc.) A variety of financial and public benefits will result from this project. They include: 1. Annual Energy Savings: The Kenai Peninsula Borough School District (KPBSD) seeks to minimize overhead costs, including energy bills, so that more funds may be allocated to educational programs. The proposed biomass system will offset an estimated 80% of the fossil fuel currently used for heat in the combined Seward schools campuses. A Feasibility Study (FS) titled “Preliminary Feasibility Assessment for Wood Pellet Heating at KPBSD Schools in Seward, AK,” (Dan Parrent, USDA Forest Service) was created in July 2011, which evaluated the potential for heating the Seward school facilities with pellet-fired boilers. The FS indicates annual savings estimates of about $28,000 at the Elementary School, $63,000 at the Middle School, and $148,000 at the High School. “Seward, AK Project Assessment Review and District Energy Evaluation” (USFS Wood Education and Resource Center- WERC) is a report reviewing the conclusions of the FS report, and also discusses the possibility of adding the City-owned Assisted Living Center to the school District heating system, and of adding a steam turbine to produce electrical power. KPBSD has opted for a school-only, heat-only grant proposal. The three (3) school buildings in the proposed system currently use approximately 120,600 gallons of fuel oil annually at a cost of $461,794 (at $3.83/gallon). Installing a 2 MMBtu/hr. biomass pellet boiler system would offset over 80% of this fuel oil usage producing an annual savings of approximately $117,330. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 5 of 30 7/3/2012 2. Job Creation: National Renewable Energy Lab (NREL) has stated in their publication, The Value of U.S. Biomass Power, that 4.9 jobs are created for every megawatt of biomass energy generated. The project size, 2 MMBtu, is equivalent 0.58 MW of thermal energy, resulting in an estimated 2.8 FTE jobs. 3. Education and Increased Awareness: This project will be high profile, and visible to the entire community, students, and families. Using successful Alaska biomass models for school sites, KPBSD will leverage the project to engage students and community members for raising awareness about sustainable forest management, carbon sequestration and biodiversity, and wood products development. The KPBSD proposes that spending less public money on heating schools will increasingly benefit the public, such that more funds may be allocated to educational programs. 4. State-wide Benefits: Renewable energy biomass projects save on costs of imported fossil fuels, lower overall emissions and offer additional environmental and health impact benefits to all of Alaska, mainly from the use of renewable fuels versus fossil fuels. Biomass Energy adds the benefit of economic localization, using locally or regionally-produced fuels versus imported fossil fuels that contribute little, if anything, to the local economy. 2.6 PROJECT BUDGET OVERVIEW Briefly discuss the amount of funds needed, the anticipated sources of funds, and the nature and source of other contributions to the project. The total project cost is estimated to be $1,415,234, of which the grant request is for $1,367,464, for a multi-phase project to deploy a biomass school heating system. The $47,770 balance will be added by the KPBSD in cash and in-kind contributions to the project ($37,770 in kind, plus $10,000 cash). KPBSD requests that the grant be approved for Phase III and Phase IV of the Project, Final Design, and Construction. The project phases will be subject to a go/no-go decision threshold at the review and approval by AEA of the sequential phases. Phases could then proceed without the delay of additional grant year cycles. It is anticipated that the project funding will come from the AEA Renewable Energy Fund. The KPBSD will contribute cash and management resources for the project. o PHASE I Reconnaissance is complete. A “Preliminary Feasibility Assessment for Wood Pellet Heating at KPBSD Schools in Seward Alaska” and an “Assessment Review and District Energy Concept Evaluation” have already been completed and are submitted with this application. o PHASE II Request is complete. Level 2 Feasibility Study requirements have been satisfied by the preceding documents, and the project is ready to move into PHASE III. o PHASE III request $100,000 Final Design and Permitting including System Design, Costing and Contractor Solicitation, Permitting and Environmental work, and updated economic analysis. o PHASE IV Request: $1,267,464 Construction and Commissioning including Project Coordination, the bidding process, bid award, construction installations, commissioning, and monitoring. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 6 of 30 7/3/2012 2.7 COST AND BENEFIT SUMARY Include a summary of grant request and your project’s total costs and benefits below. Grant Costs (Summary of funds requested) 2.7.1 Grant Funds Requested in this application. $1,367,464 2.7.2 Cash match to be provided $10,000 2.7.3 In-kind match to be provided $37,770 2.7.4 Other grant applications not yet approved $N/A 2.7.5 Total Grant Costs (sum of 2.7.1 through 2.7.3) $1,415,234 Project Costs & Benefits (Summary of total project costs including work to date and future cost estimates to get to a fully operational project) 2.7.6 Total Project Cost (Summary from Cost Worksheet) including estimates through construction) $1,415,234 2.7.7 Estimated Direct Financial Benefit (Savings) Total 20 Year Benefit: $1,717,665 (NPV) 2.7.8 Other Public Benefit (If you can calculate the benefit in terms of dollars please provide that number here and explain how you calculated that number in your application (Section 5.) Economic localization and school district cost stabilization Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 7 of 30 7/3/2012 SECTION 3 – PROJECT MANAGEMENT PLAN Describe who will be responsible for managing the project and provide a plan for successfully completing the project within the scope, schedule and budget proposed in the application. 3.1 Project Manager Tell us who will be managing the project for the Grantee and include contact information, a resume and references for the manager(s). If the applicant does not have a project manager indicate how you intend to solicit project management support. If the applicant expects project management assistance from AEA or another government entity, state that in this section. PROJECT MANAGER(S) Mr. David Jones, Assistant Superintendent of Kenai Peninsula Borough School District, will manage the project. Additionally, KPBSD will contract with a professional project coordinator for all phases of the project. Mr. Jones will oversee labor for the project, engineering firms and consultants, procurement processes, management of construction contractors, selection of heating system equipment, review of plans and specifications, on-site inspections, and review and approval of work, and other duties to ensure that the completed work conforms to the requirements of the grant and the construction documents. He will work closely with Mr. Steve Atwater, Superintendent of Schools, and with the KPBSD Director of Planning and Operations through the project completion, and according to District policies and procedures. In addition, he will coordinate all financial reporting and requirements through Laurie Olson, the KPBSD Director of Finance. (KPBSP commitment letter and District organizational chart is attached) Mr. Jones has been with the KPBSD since 2007, and among his current responsibilities, he oversees Planning and Operations for the District. He has more than twenty-four (24) years of school administration experience, including positions as Director of Finance and Business Manager. He has worked in school administration here in Alaska for the past fifteen (15) years. Mr. Jones received his Bachelor of Arts degree in Business Administration and also in Political Science at Concordia College in Minnesota, and has continued his education, including studies at the University of Montana School of Law in Missoula, Montana. Mr. Jones’ biography is attached. PH: 907.714-8857 Cell: 907-539-5959 Email: davejones@kpbsd.k12.ak.us References o Steve Atwater, Superintendent of Schools Kenai Peninsula Borough School District PH 907-714-8888, FAX 907-262-9645 o Donna Peterson, Retired Superintendent of Schools, KPBSD 52856 Tenakee Loop, Kenai, AK 99611 Doc.donnapeterson@gmail.com PH 907-398-4335 o John Sedor, Attorney, Sedor Wendlandt Evans Filippi, LLC 500 L Street, Suite 500, Anchorage, AK 99501 sedor@alaskalaw.pro 907-677-3600 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 8 of 30 7/3/2012 3.2 Project Schedule and Milestones Please fill out the schedule below. Be sure to identify key tasks and decision points in in your project along with estimated start and end dates for each of the milestones and tasks. Please clearly identify the beginning and ending of all phases of your proposed project. PHASE III: FINAL DESIGN & PERMITTING MILESTONES TASKS Start Date End Date 1. Project scoping and contractor solicitation completed Update all data to confirm that biomass pellets and other project resources are available; prepare RFPs for Project Coordinator and Engineering contractors Month 1 Month 2 2. Permit applications completed Complete all permit applications as needed Month 1 Month 3 3. Final environmental assessment and mitigation plans completed Resolve any and all environmental issues Month 1 Month 3 4. Resolution of land use, right of way issues COMPLETE N/A N/A 5. Permitting, rights of way, site control completed Obtain any required permits and finalize site control agreement Month 1 Month 4 6. Final system design completed Work with contractor to finalize the: a) Engineered and approved system design; b) Engineered and approved integration design Month 2 Month 5 7. Final cost estimate completed Update project cost estimates; Go/No Go Review that will include AEA review and approval of final design and cost estimates Month 3 Month 5 8. Updated economic and financial analyses completed Develop a financial analysis based on chosen business structure, applicable costs & revenues Month 4 Month 2 9. Power or heat sale agreements in place N/A N/A N/A 10.Final business and operational plan completed Complete the operational and business plan; include feedback from a go/no go decision process; review process & approval by AEA Month 5 Month 6 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 9 of 30 7/3/2012 PHASE IV: CONSTRUCTION, COMMISSIONING, OPERATION, AND REPORTING MILESTONES TASKS Start Date End Date 1. Design and feasibility requirements completed Complete construction plan and schedule Month 6 Month 7 2. Bid documents completed Advertise and review submitted vendor bids Month 6 Month 7 3. Vendor selected and award in place Commissioning plan and schedule project work Month 7 Month 8 4. Construction Track project costs against project budget and propose modifications as needed; Manage cost overruns; Modifications to final design; interior construction, plumbing, HVAC, fire protection, electrical Month 9 Month 13 5. Integration and testing Coordination of conversion, integration with existing system; Continuous monitoring to verify and update projections and system efficiency Month 13 Month 14 6. Final acceptance, commissioning, and start- up Project commissioning; Relevant inspections and/or reporting to permitting agencies Month 14 Month 14 7. Operations Reporting Update business plans to align with actual construction costs; Final project report with as-built specs; Ongoing monitoring and reporting Month 14 Month 14 The proposed project is for a relatively simple wood pellet heating system, designed as a multi- phase project that will utilize a “go/no go” decision threshold upon the review by AEA of the Phase III Final Design and Permitting. This process will finalize the final design and cost estimates to proceed with construction during the summertime ‘building months’ and to complete the project before school starts - without the delay of additional funding application cycles. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 10 of 30 7/3/2012 3.3 Project Resources Describe the personnel, contractors, accounting or bookkeeping personnel or firms, equipment, and services you will use to accomplish the project. Include any partnerships or commitments with other entities you have or anticipate will be needed to complete your project. Describe any existing contracts and the selection process you may use for major equipment purchases or contracts. Include brief resumes and references for known, key personnel, contractors, and suppliers as an attachment to your application. KPBSD has sufficient time, qualified staffing and available on-site resources to successfully complete the proposed project. Following is a brief description of personnel and resources available to the project: Personnel Dr. Steve Atwater, Superintendent of Schools for the entire Kenai Peninsula Borough and is the Authorized Signer for the project. He is responsible for designating the Project Manager and directs the planning of all educational features of new buildings or alterations of old buildings. Dr. Atwater acts as the authorized agent of the District in all official governmental interactions related to school facilities. In conjunction with the borough, he is involved in the preparation of bids, award of contracts and collaboration with the construction process. PH 907-714-8888 FAX 907-262-9645 Mr. David Jones, Project Manager, and Assistant Superintendent of Kenai Peninsula Borough School District. (See above, 3.1. for brief bio, contact information, and description of project responsibilities.) David will work closely with the Project Coordinator and will oversee the construction and installation of the new system as the Site Maintenance Supervisor. Mr. Dave Tressler, Director of Planning and Operations for the District since July of 2012 provides maintenance support to all schools and departments of KPBSD. He serves as the chair on Building Advisory Committees and will work closely with the Project Coordinator and will oversee the construction and installation of the new system as the Site Maintenance Supervisor. Mr. Tressler currently coordinates capital projects and major maintenance with various KPBSD departments and follow-up onsite inspections conducted by the Department of Environmental Conservation and the State Fire Marshal. This expertise will be valuable for working through each of the processes proposed for this project, and in close alignment with Dave Jones, for coordinating labor and installation of the new system and assisting with reporting requirements. He oversees all OSHA, ADA, and AHERA requirements and issues and is responsible for preparing a preventative maintenance plan for the Department of Education and Early Development. Prior to his current position, Mr. Tressler served as Director of Maintenance for the Kenai Peninsula Borough for over ten (10) years and was the Safety Coordinator/General Foreman for an additional nine (9) years. His biography is attached. PH: 907-714-8820 Cell: 907-398-4436 Email: dtressler2@kpbsd.k12.ak.us References o Dave Jones, Assistance Superintendent PH: 907.714-8857 Cell: 907-539-5959 Email: davejones@kpbsd.k12.ak.us o Steve Atwater, Superintendent of Schools, Kenai Peninsula Borough School District PH 907-714-8888, FAX 907-262-9645 Ms. Laurie Olson, Director of Finance, will be responsible for management of the budget, including purchasing, tracking expenses, and overall financial oversight. Her current responsibilities are to supervise and oversee payroll, accounts payable, grant reporting, fixed assets, and Medicaid reimbursement activities. Ms. Olson coordinates the development of the annual budget and creation of budget documents, annual financial audit and financial reports, and provides other support and assistance to KPBSD schools and departments on financial Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 11 of 30 7/3/2012 matters. In addition to her role described above for the project, Ms. Olson will work with the Mr. Jones and Mr. Spence to track project costs versus budget. She will also be responsible for managing budget revisions and reporting any cost overruns during monthly budget report to the school board. PH: 907-714-8852 Email: laurie@kpbsd.k12.ak.us Contractors KPBSD intends to hire contractors for various stages of the project (project coordination, engineering and construction). KPBSD will go out to bid for a Project Coordinator, and contractors for final design and construction. KPBSD will require that contractors certify that they are authorized to do business in the State of Alaska have proof of licensing and insurance. Contractors will be required to have sufficient knowledge and experience to successfully fulfill their contract. Contractors who are familiar with wood fired hydronic heating system installation will be given priority for selection. Contractors will supply all equipment, labor and materials necessary to accomplish the project. The process will include the Project Manager, Project Coordinator and project team drafting an RFP according to KPBSD procurement policies. Equipment Services/Suppliers Contractors will provide equipment necessary for design, construction and deployment. The KPBSD will provide access to existing heating systems to allow integration. 3.4 Project Communications Discuss how you plan to monitor the project and keep the Authority informed of the status. Please provide an alternative contact person and their contact information. To effectively monitor the project and keep the Authority informed of its status, KPBSD has adopted a 2011/2012 Strategic Communications Plan, which details both the internal communications between staff and the external communications with contractors, officials, parents, and students. Once project funds are released, KPBSD and its subcontractors will have regular meetings as needed to update progress on design criteria, alterations to building design, materials orders and delivery schedules, hiring qualified skilled labor and additional sub- contractors necessary and when needed, site conditions, pre-construction action plan, installation of any measurement and verification resources, as well as health and safety issues. At all meetings, notes will be taken, and AEA will be invited to attend. A monthly report will be issued to AEA and copied to KPBSD Public Works Director. KPBSD’s intention is for a successful, transparent and cooperative project. The Project Manager (Dave Jones) maintains work logs for the Superintendent and checks in weekly. Monthly reports are produced for the School Board and Superintendent. Monthly reports will be made available to the AEA or as otherwise required. The Construction Manager will be required to submit questions or changes for answers/approval to the Project Manager and to the Superintendent. Regular reports will track the progress of the project, and monthly reports will be prepared for the School Board. The Site Maintenance Supervisor will produce a regular report on the status of the project. The status summary will be sent to the Superintendent and Project Manager and summarized for the School Board’s monthly packet; this in turn will be sent to the AEA on a regular basis by the Alaska Energy Authority. Maintenance work logs and work orders will be maintained at the District Office. A monthly financial report is required for the School Board on all projects, along with a project report, and will be maintained by the Director of Finance. These reports detail expenditures and progress for the school board and the Superintendent. A copy of the School Board minutes and the School Board packet are on file at the KPBSD District Office and will be available on the District’s website for viewing. The project team is required to report to David Jones on a regular basis. Written progress reports are sent to the School Board and the Superintendent on a monthly basis. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 12 of 30 7/3/2012 3.5 Project Risk Discuss potential problems and how you would address them. Realistic planning timelines and project flowcharts, contingency plans, and ensuring that lines of communication are used, will reduce many of the problems that might otherwise occur. Some potential challenges have been listed below, with the resolutions that are in place to address each. Potential Challenges 1. Design/ Build costs that go beyond the Scope of Work described in this proposal. Resolution to Address the Problem: This risk has been addressed by obtaining estimates of probable costs from experienced professionals for the key project budget items. Professionals include people who have worked on projects of similar scale and scope in similar geographic regions. Additionally, the risk of higher than anticipated project costs will be reduced by implementing a go/no-go decision process that requires key project developments to be evaluated before moving on to the next project phase. 2. Challenges for wood fuel procurement. Resolution to Address the Problem: This risk is diminished by Phase III, Milestone 1, which updates all data to confirm that biomass and other project resources are still available. Wood Pellets are an increasingly available commodity, widely accessible from in-State and Outside sources. 3. Construction delays, which include inclement weather, forest fire, or gaining the required approvals from the Division of Fire and Life Safety. Resolution to Address the Problem: The District has addressed this risk by developing Board policies to ensure a comprehensive approach to projecting and planning needs for construction projects. According to Board Policy 7100 (Construction) the following elements are to be considered in planning school facilities: 1. The expanding and changing educational program of the District including the number of children to be served and their specific educational needs. 2. The impact of proposed facilities on the community and considerations regarding community use of the facilities. 3. Safety and welfare of students. 4. The relationship between existing and new facilities. 5. Community planning and zoning requirements. 6. Other site specific information which provides guidance in the planning of facilities. 7. The forecasted enrollments and demographic factors. The District works with experienced professionals who have been active in construction projects in similar geographic area. 4. Safety risks associated with construction Resolution to Address the Problem: In order to address this potential risk, KPBSD will require that contractors are properly licensed and insured. Construction site safety risks will be addressed by the contractor pursuant to KPBSD existing policies. Equipment warranties will be assembled and added to the operations and maintenance manual. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 13 of 30 7/3/2012 SECTION 4 – PROJECT DESCRIPTION AND TASKS • The level of information will vary according to phase(s) of the project you propose to undertake with grant funds. • If some work has already been completed on your project and you are requesting funding for an advanced phase, submit information sufficient to demonstrate that the preceding phases are satisfied and funding for an advanced phase is warranted. 4.1 Proposed Energy Resource Describe the potential extent/amount of the energy resource that is available. Discuss the pros and cons of your proposed energy resource vs. other alternatives that may be available for the market to be served by your project. For pre-construction applications, describe the resource to the extent known. For design and permitting or construction projects, please provide feasibility documents, design documents, and permitting documents (if applicable) as attachments to this application. Evidence demonstrating preceding phases are satisfied The Feasibility Study outlined project parameters confirming the viability of the project. The Study had the following objectives: • Evaluate the suitability of the facilities and sites for installing biomass boilers • Assess the type(s) and availability of wood fuel(s) • Size and estimate the capital costs of suitable wood-fired system(s) • Model the annual operation and maintenance costs of a pellet-fired system • Model the potential economic benefits from installing a pellet-fired heating system The study confirmed that the facilities were technically well-suited to heating with wood pellets, as are most schools, and would require 1,121 tons per year. For the three project buildings, the study calculated the required boiler capacity (RBC) during the coldest 24-hour period to be 2.09 MMBTU. The study modeled the annual O&M costs using projected O&M costs; it estimated the non-fuel O&M of the Middle and Elementary Schools be $8,075, and the High School to be $13,075 annually. Finally, the study confirmed an attractive payback of 13.5 years for a system serving the Middle and Elementary Schools, and 10.17 years for a system at the High School. The study estimated the pellet requirements for all three (3) schools to be approximately 1,121 tons per year. Wood pellets are commercially available from both in-State and Outside sources. Sources include: • Superior Pellets, pellet manufacturing with a capacity of 30,000 tons per year operating in North Pole, AK, plans bulk delivery capacity (2012). • Ketchikan pellet mill is supplying pellets (2012). • Multiple sources of wood pellets in bulk are available from the Pacific Northwest and from Canada by truck or barge to Seward. • Nome Community recently received 2 containers of pellets at $300/ton delivered. All Feasibility Study and Analysis documents for the project have been included with this application. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 14 of 30 7/3/2012 4.2 Existing Energy System 4.2.1 Basic configuration of Existing Energy System Briefly discuss the basic configuration of the existing energy system. Include information about the number, size, age, efficiency, and type of generation. The existing heating systems in all three Seward schools are fuel-oil fired hydronic boilers as follows: o Elementary School -2 Kewanee KW 4.5-220-X oil boilers, 1704MBH, 23 years old, 83% efficiency (est.), thermal generation o Middle School -2 Hurst FB300-30 oil boilers, 1876 MBH, 7 years old, 83% efficiency (est.), thermal generation o High School -2 Cleaver Brooks oil boilers, 1983 MBH, 29 years old, 83% efficiency (est.), thermal generation These existing systems can remain in place to provide reliable back-up for a pellet boiler system as needed. 4.2.2 Existing Energy Resources Used Briefly discuss your understanding of the existing energy resources. Include a brief discussion of any impact the project may have on existing energy infrastructure and resources. Understanding of Existing Energy Resources ISER data indicates an overall trend line of rising prices for fossil fuel oil over the last twenty (20) years. Fossil fuel oil is a commodity and, in the railbelt region, KBPSD’s reduction in fuel oil demand is expected to have no impact on local or regional prices. Biomass fuels tend to be locally or regionally produced, as transportation costs are higher than liquid fuels. Infrastructure for transport of woody biomass fuels is currently being developed in Alaska. Development of the Commercial and Industrial market for woody biomass fuels will strengthen the developing industry for renewable and locally-sourced fuels. Conversion of school heating systems will provide “anchor tenant” customers for Alaskan pellet providers. Alaska DNR, Division of Forestry, along with other native and private forestry-consulting firms has published numerous biomass resource assessment documents for Alaska. The consensus is that annual biomass growth tonnage in Alaska is several times the tonnage that would be needed to produce energy for every building in Alaska. The U.S. Forest Service estimates that there are 4.81 million hectares (11.87 million acres) of land in Alaska not reserved in parks and wilderness areas capable of producing at least 1.38 cubic meters per hectare/year (20 cubic feet per acre-year) of wood. Thus, assuming an average higher heating value of the average Alaska species mix at 7.98 GJ/m3 (204,000 Btu/CF), Alaska forests are capable of producing at least 52.97 million GJ/yr. (48.4 trillion Btu/yr.)—equivalent to approximately 1.32 billion liters (350 million gallons) of #2 diesel per year, or 12 times the annual diesel consumption for power generation in rural Alaska communities. - Crimp, Colt, Foster; Renewable Power in Rural Alaska: Improved Opportunities for Economic Deployment; 2007 Although the above excerpt of the Crimp, Colt, Foster report talks about power production, the applicability to thermal uses is obvious. By any reasonable accounting, Alaska grows more than enough woody biomass to sustainably provide fuel for the majority of schools in the State. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 15 of 30 7/3/2012 Impact on existing energy infrastructure and resources All existing heating systems will remain in place to provide peak load and provide reliable back up for a pellet boiler system as needed. No changes are expected to the existing energy infrastructure, other than new controls that designate heat from the heat loop as the primary source of heat and heat from existing energy infrastructure as back-up. 4.2.3 Existing Energy Market Discuss existing energy use and its market. Discuss impacts your project may have on energy customers. The existing energy use is fossil fuel oil. The fossil fuel oil heating market is well established and mature. It is unlikely that the emerging use of woody biomass for heating fuel will have a significant effect on the fossil fuel industry in Alaska for many years. Conversely, the establishment of markets for renewable woody biomass fuels will enhance the development of the biomass fuel industry, including the development of biomass densification facilities for producing pellets, pucks and briquettes, as well as woodchip suppliers and distributors. The primary impact on customers will be energy savings, and some modifications to job descriptions for maintenance staff. 4.3 Proposed System Include information necessary to describe the system you are intending to develop and address potential system design, land ownership, permits, and environmental issues. 4.3.1 System Design Provide the following information for the proposed renewable energy system: • A description of renewable energy technology specific to project location • Optimum installed capacity • Anticipated capacity factor • Anticipated annual generation • Anticipated barriers • Basic integration concept • Delivery methods A description of renewable energy technology specific to project location The technology is a Wood Pellet hydronic heating system, fired by standard commercial wood pellets. Separate pellet boilers could be installed in each school building, and integrated into each school’s existing hydronic heating system. A single larger boiler, installed at the High School and connected by buried insulated piping, could also connect to all three schools and be integrated into each heating system. A single boiler would require only one fuel storage hopper and less overall maintenance. Phase III, Final Design, will determine the best project configuration at the site. Optimum installed capacity Phase III will determine Optimum installed capacity. The pre-feasibility study calculated the required boiler capacity (RBC) during the coldest 24-hour period to be 2.09 MMBTU. This is different from the Optimum installed capacity. Anticipated capacity factor The project is expected to supply up to 90% of the School’s typical heat load. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 16 of 30 7/3/2012 Anticipated annual generation The expected annual generation of a project using 1,121 tons of wood pellets is 16,281 MMBTU of thermal generation (13.6 MMBTU per ton). Anticipated barriers There are no identified barriers. Wood pellet school heating systems are common and relatively simple deployments. Basic integration concept The basic integration concept is a simple valve interconnection and associated controls governing the coordination of the existing and new heating systems. 4.3.2 Land Ownership Identify potential land ownership issues, including whether site owners have agreed to the project or how you intend to approach land ownership and access issues. The project will be situated near the high school on Kenai Peninsula Borough owned property which has been designated for school purposes and is available for KPBSD under delegated authority to implement this project with full access and site control. A letter from the Kenai Peninsula Borough Land Management Officer is included with this proposal. KPBSD is aware of and assumes all liabilities arising from the ownership and operation of the project. KPBSD will not sell, transfer, encumber, or dispose of any of its interest in the facilities constructed with AEA grant funding during the economic life of the Project without prior written approval of the Authority. (See attached letter.) 4.3.3 Permits Provide the following information as it may relate to permitting and how you intend to address outstanding permit issues. • List of applicable permits • Anticipated permitting timeline • Identify and discussion of potential barriers Permits for construction and operation will be researched in Phase III Design, and applied for as required. KPBSD will research permits that may be needed from Federal, State, or Local governments, such as EPA, DEC, State Fire Marshal, and other applicable agencies. List of applicable permits and approvals Fire Marshall approval is required by the State of Alaska for project operation. The Fire Marshall’s office uses existing published standards as code in Alaska. The recommended equipment is UL listed, although under certain conditions non-UL equipment may be eligible for Fire Marshall approval. The equipment must also meet OSHA specifications. OSHA performs the review of the mechanical and electrical safety of equipment. The project will also need to operate in accordance with Federal Requirements, such as the MACT Tailoring Rule, currently under review. Project emissions are expected to operate well below the threshold of any Federal permitting. All Federal regulations will be met. The project must meet all code standards and permits required by the Kenai Peninsula Borough Code.1 1 http://library.municode.com/index.aspx?clientId=13259 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 17 of 30 7/3/2012 Anticipated permitting timeline Applicable permits will be identified and completed in Months 1-3; Final review of plans will occur in Month 4; and the project will be inspected by the Fire Marshall’s office prior to startup in Month 14. See Project Milestones timeline. Potential barriers There are no identified potential barriers. 4.3.4 Environmental Address whether the following environmental and land use issues apply, and if so how they will be addressed: • Threatened or Endangered species • Habitat issues • Wetlands and other protected areas • Archaeological and historical resources • Land development constraints • Telecommunications interference • Aviation considerations • Visual, aesthetics impacts • Identify and discuss other potential barriers Environmental issues will be researched in the Phase III Design stage, and KPBSD will comply with applicable state and local environmental standards, including without limitation: applicable laws for the prevention of pollution, management of hazardous waste, and evaluation of environmental impacts. It is not anticipated that any significant environmental issues will need to be addressed. Pellet boilers have proven to be extremely clean burning, and are usually more efficient than both wood chip or cordwood systems. Per AEA requirements, grant funds will not be used for environmental investigation, removal or remediation of contamination, remediation of existing facilities or properties, or any other environmental matters, unless specifically provided in the Grant Agreement. 4.4 Proposed New System Costs and Projected Revenues (Total Estimated Costs and Projected Revenues) The level of cost information provided will vary according to the phase of funding requested and any previous work the applicant may have done on the project. Applicants must reference the source of their cost data. For example: Applicants records or analysis, industry standards, consultant or manufacturer’s estimates. 4.4.1 Project Development Cost Provide detailed project cost information based on your current knowledge and understanding of the project. Cost information should include the following: • Total anticipated project cost, and cost for this phase • Requested grant funding • Applicant matching funds – loans, capital contributions, in-kind • Identification of other funding sources • Projected capital cost of proposed renewable energy system • Projected development cost of proposed renewable energy system Total anticipated project cost, and cost for this phase KPBSD is requesting $1,367,464 from AEA. KPBSD has committed $47,770 in cash and in-kind contributions as match to the project. Funding will be provided from the District’s general fund. Phase III project cost is $100,000. Phase IV project cost is $1,267,464. The total cost of the project is $1,415,234. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 18 of 30 7/3/2012 Requested grant funding The requested grant funding is $1,367,464. Applicant matching funds – loans, capital contributions, in-kind The applicant has pledged matching funds of $47,770. Identification of other funding sources There are no other funding sources identified at this time. Projected capital cost of proposed renewable energy system: $1,415,234. Projected development cost of proposed renewable energy system: $407,542 Costs were estimated based on a combination of industry standards, similar projects in Alaska and Montana, and the Pre-FS and WERC Review. Transportation costs and local expertise are some of the additional considerations incorporated for this rural Alaskan project. 4.4.2 Project Operating and Maintenance Costs Include anticipated O&M costs for new facilities constructed and how these would be funded by the applicant. (Note: Operational costs are not eligible for grant funds however grantees are required to meet ongoing reporting requirements for the purpose of reporting impacts of projects on the communities they serve.) Estimated O & M costs for the heating system are $25,200 per year. In addition, KPBSD is aware of the Authority’s requirements for Performance / O&M reporting for five (5) years after the project completion. KPBSD is prepared with staff and funding resources from its General Fund to provide these reports, which will include: 1) A detailed description of Project operations and maintenance issues 2) A detailed description of Project performance, energy output, and fossil f uel savings 3) Recommendations for improvements on similar future projects. 4.4.3 Power Purchase/Sale The power purchase/sale information should include the following: • Identification of potential power buyer(s)/customer(s) • Potential power purchase/sales price - at a minimum indicate a price range • Proposed rate of return from grant-funded project N/A Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 19 of 30 7/3/2012 4.4.4 Project Cost Worksheet Complete the cost worksheet form which provides summary information that will be considered in evaluating the project. Renewable Energy Source The Applicant should demonstrate that the renewable energy resource is available on a sustainable basis. Annual average resource availability. 1,121 tons of wood pellets, commercially available Unit depends on project type (e.g. windspeed, hydropower output, biomasss fuel) Existing Energy Generation and Usage a) Basic configuration (if system is part of the Railbelt 2 grid, leave this section blank) i. Number of generators/boilers/other N/A. This project is part of the Railbelt. ii. Rated capacity of generators/boilers/other iii. Generator/boilers/other type iv. Age of generators/boilers/other v. Efficiency of generators/boilers/other b) Annual O&M cost (if system is part of the Railbelt grid, leave this section blank) i. Annual O&M cost for labor N/A. This project is part of the Railbelt. ii. Annual O&M cost for non-labor c) Annual electricity production and fuel usage (fill in as applicable) (if system is part of the Railbelt grid, leave this section blank) i. Electricity [kWh] N/A. This project is part of the Railbelt. ii. Fuel usage Diesel [gal] Other iii. Peak Load iv. Average Load v. Minimum Load vi. Efficiency vii. Future trends d) Annual heating fuel usage (fill in as applicable) i. Diesel [gal or MMBtu] 134,000 gallons of #1 fossil fuel oil ii. Electricity [kWh] iii. Propane [gal or MMBtu] iv. Coal [tons or MMBtu] v. Wood [cords, green tons, dry tons] vi. Other 2 The Railbelt grid connects all customers of Chugach Electric Association, Homer Electric Association, Golden Valley Electric Association, the City of Seward Electric Department, Matanuska Electric Association and Anchorage Municipal Light and Power. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 20 of 30 7/3/2012 Proposed System Design Capacity and Fuel Usage (Include any projections for continued use of non-renewable fuels) a) Proposed renewable capacity (Wind, Hydro, Biomass, other) [kW or MMBtu/hr] 1,121 wood pellets b) Proposed annual electricity or heat production (fill in as applicable) i. Electricity [kWh] ii. Heat [MMBtu] Up to 16,281 MMBTU c) Proposed annual fuel usage (fill in as applicable) i. Propane [gal or MMBtu] ii. Coal [tons or MMBtu] iii. Wood [cords, green tons, dry tons] 1,121 tons wood pellets iv. Other Project Cost a) Total capital cost of new system b) Development cost c) Annual O&M cost of new system $25,200 d) Annual fuel cost $336,300 (1,121 tons at $300/ton) Project Benefits a) Amount of fuel displaced for i. Electricity ii. Heat 120,600 gallons iii. Transportation b) Current price of displaced fuel $3.78/gallon c) Other economic benefits d) Alaska public benefits Power Purchase/Sales Price a) Price for power purchase/sale n/a Project Analysis a) Basic Economic Analysis Project benefit/cost ratio 1.31 Payback (years) 15 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 21 of 30 7/3/2012 4.4.5 Proposed Biomass System Information Please address the following items, if know. (For Biomass Projects Only) • What woody biomass technology will be installed (cord wood, pellets, chips, briquettes, pucks). Wood Pellets • Efficiency of the biomass technology. 87% or higher. • Thermal or electric application. Thermal. • Boiler efficiency. Fuel Oil – estimated 83%; Wood pellet – estimated 87%. • Displaced fuel type and amount. 120,600 gallons fossil fuel oil #1. • Estimated tons of wood pellets or chips (specify) to be used per year, and average moisture percentage. 1,121 tons wood pellets (8% MC). • Estimated cords of wood to be used per year, specify whether dry or green and the moisture percentage. N/A • Ownership/Accessibility. Who owns the land and are their limitations and restrictions to accessing the biomass resource? N/A. Wood pellets are commercially available. • Inventory data. How much biomass is available on an annual basis and what types (species) are there, if known? N/A. Wood pellets are commercially available. SECTION 5– PROJECT BENEFIT Explain the economic and public benefits of your project. Include direct cost savings, and how the people of Alaska will benefit from the project. The benefits information should include the following: • Potential annual fuel displacement (gallons and dollars) over the lifetime of the evaluated renewable energy project • Anticipated annual revenue (based on i.e. a Proposed Power Purchase Agreement price, RCA tariff, or cost based rate) • Potential additional annual incentives (i.e. tax credits) • Potential additional annual revenue streams (i.e. green tag sales or other renewable energy subsidies or programs that might be available) • Discuss the non-economic public benefits to Alaskans over the lifetime of the project • Potential annual fuel displacement (gallons and dollars) over the lifetime of the evaluated renewable energy project The Seward schools (Elementary, Middle and High school, and pool) use 134,000 gallons of diesel fuel oil. The proposed 2MMBtu pellet boiler is estimated to use 1,121 tons of wood pellets to offset 90% (120,600 gallons) of diesel. Over the lifetime of the project, it is expected to offset up to 120,600 gallons of fuel oil #1 at a value of $7.56 million ($3.78 per gallon at current 2012 prices). • Anticipated annual revenue (based on i.e. a Proposed Power Purchase Agreement price, RCA tariff, or cost based rate) There are no revenue streams, only projected savings. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 22 of 30 7/3/2012 • Potential additional annual incentives (i.e. tax credits) There are no additional annual incentives currently identified. Revenue from tax credits or carbon credits has not been identified and is not included in this proposal. • Potential additional annual revenue streams (i.e. green tag sales or other renewable energy subsidies or programs that might be available) There are no additional annual revenue streams currently identified. • Discuss the non-economic public benefits to Alaskans over the lifetime of the project: Given the inexorable cost escalation of fossil fuels, the benefits of converting to renewable fuels will include cost reductions and stabilization, while lowering toxic stack emissions and potential hazards of fuel spills. The State of Alaska gains actual value and energy independence when its natural resources are used inside Alaska, or refined to add value before export. Economic localization is the benefit derived from using local fuel and local labor to provide heat for public buildings. The money circulates inside the communities and the State, strengthening local and regional economies. This is a high profile project that will demonstrate the viability and clean-burning benefits of heating schools with renewable fuels. Seward will become a model for other renewable energy conversions. SECTION 6– SUSTAINABILITY Discuss your plan for operating the completed project so that it will be sustainable. Include at a minimum: • Proposed business structure(s) and concepts that may be considered. • How you propose to finance the maintenance and operations for the life of the project • Identification of operational issues that could arise. • A description of operational costs including on-going support for any back-up or existing systems that may be require to continue operation • Commitment to reporting the savings and benefits Proposed Business Structure The proposed business structure is the ownership, operations, and maintenance of a biomass heating system by KPBSD. No alternative business structures have been identified or considered. Financing the maintenance and operations for the life of the project The project will be financed through the KPBSD School Board budgeting process. The School Board will ensure designated funds are set-aside for the O&M of the heat loop. Operational savings and the District’s State funding allocation will ensure the continued stream of monies to finance the maintenance and operations for the life of the project. Designating a certain portion of the District’s State allocation to utilities is a process already undertaken by KPBSD on an annual basis. Identification of operational issues that could arise. Many operational issues could arise. All could be mitigated by good system design, proper planning, and proper operations and maintenance. Fuel sourcing could be challenging at first. This issue could be addressed through proper project analysis and a long-term fuel delivery contract. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 23 of 30 7/3/2012 There could be parts failure within the plant, such as electronic components (pumps, controls, motors, fans, etc.), combustion components or other project components. Usually, this issue could be addressed by repair or replacement of the part. Proper operations and maintenance could be an operational issue. KPBSD has a clearly defined management structure. As evidenced by this application, the management team at KPBSD plans to own, operate, and maintain the wood heating system. The demonstrated management team at KPBSD and demonstrated interest in a wood heating system suggests proper O&M will be undertaken. O&M trainings for wood energy maintenance for staff are available. A description of operational costs including on-going support for any back-up or existing systems that may be require to continue operation The existing school staff and building maintenance processes will be expanded to include operations of the biomass system. In many other schools (Montana, Vermont, etc.), this process has been effective in reducing overall costs while maintaining staff levels and building comfort levels. The cost savings from the existing purchases of fuel oil will more than offset the costs of wood pellet fuel, and operations and maintenance of the new system. Existing systems will remain in place as backup. In other systems, as mentioned above, the life of existing systems is extended by their limited use. Commitment to reporting the savings and benefits KPBSD is committed to providing annual savings and benefit reports to Alaska Energy Authority, consistent with all grant requirements. SECTION 7 – READINESS & COMPLIANCE WITH OTHER GRANTS KPBSD has prepared for this award by investigating the project possibilities through contracted studies, and through preparing a grant application in 2011 and 2012. The project has been ready to proceed since 2011. KPBSD plans to proceed with work on the project immediately once the grant is approved. KPBSD has accomplished a number of project tasks. Phase I and Phase II Reconnaissance and Feasibility Study were completed in 2011. A “Preliminary Feasibility Assessment for Wood Pellet Heating at KPBSD Schools in Seward Alaska” and an “Assessment Review and District Energy Concept Evaluation” have already been completed and are submitted with this application. Both reports are included as attachments with this application. • The Preliminary Feasibility Study (Pre-FS) titled “Preliminary Feasibility Assessment for Wood Pellet Heating at KPBSD Schools in Seward, AK,” (Dan Parrent, USDA Forest Service) was created in July 2011, which evaluated the potential for heating the Seward school facilities with pellet-fired boilers. • An analysis of the Pre-FS was conducted, titled “Seward, AK Project Assessment Review and District Energy Evaluation” (USFS Wood Education and Resource Center- WERC). The WERC Report reviewed the conclusions of the Pre-FS report, and discussed the possibility of adding the City-owned Assisted Living Center to the school District heating system, and of adding a steam turbine to produce electrical power. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 24 of 30 7/3/2012 These reports provide the analysis necessary to move into Phase III and IV, Final Design and Construction. In July, 2011, Kenai Peninsula Borough School District Board of Education held a regularly scheduled meeting, at which the biomass project evaluation was discussed. Mr. Daniel Parrent of the USDA Forest Service spoke to the Board regarding the possibility of heating the Seward area schools with wood pellets and to apply for grant funding through the USDA Forest Service and the Alaska Energy Authority to pay for the necessary mechanical systems. He reviewed the possible cost savings to the District. Mr. Jones recommended the Board authorize the administration to take actions necessary to move forward with the application for funding through the Renewable Energy Fund Grant offered by the Alaska Energy Authority. The Board voted unanimously to move ahead with the project. The first attempt to develop this project was applying to AEA’s REF Round V grant process. Although the project was accepted and recommended for full funding, it did not move ahead due to the total program budget determined by the Governor’s office. (Meeting minutes are on file with the District office and are available upon request.) SECTION 8– LOCAL SUPORT Discuss what local support or possible opposition there may be regarding your project. Include letters of support from the community that would benefit from this project. Local support has been offered to this project on many levels, from residents to the municipality, and from Borough and the School Board. KPBSD is not aware of any opposition regarding this project. Several letters of support have been included with this application as follows: o KPBSD School District: A letter of full support for this project has been submitted from Superintendent Steve Atwater, stating the benefits that this project will bring to the school District. The letter also states the District’s commitment to cash and in-kind match. o KPBSD Board of Education: As explained above in Section 7, ‘Readiness’ the KPBSD Board of Education supported and authorized this application, and to move ahead with the project. A letter of support is included which verifies this support. The letter also states the District’s compliance with grant requirements, and is signed by the KPBD Board President. o The Kenai Peninsula Borough verifies with an attached letter that the property for this project has been made available for KPBSD under delegated authority to implement this project with full access and site control for this project. o The City of Seward has actively promoted energy efficiency in their municipal buildings throughout the community, including the Alaska SeaLife Center. In their attached letter of support, they reiterate their concerns for increasing costs of energy and their desire to make renewable energy options more attractive for public use buildings. They see this project as an opportunity to promote that effort and are fully in support of this proposed project for the Seward schools. o Alaska SeaLife Center strongly supports the District’s AEA Round V application and has submitted a letter of support expressing their appreciation for the opportunity offered by AEA, which promotes renewable energy use in Alaska. o Resurrection Bay Conservation Alliance has expressed their support in an attached letter outlining their appreciation for efforts being made by the District to provide cost savings to the community of Seward. They also noted their hope for this project – to set a standard for the state of Alaska and rural Tribal communities to replicate the effort. o Community members are also personally interested in the project, especially because it will explore the potential for cost savings and cost stability for renewable heating fuels in the community. A letter is included from Seward resident and Borough Assembly member, Sue McClure, expressing support for this effort. A letter of support is also attached from Lynn Hohl, (who is a community member and also a Kenai Peninsula Board of Education Member), which expresses her personal Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 25 of 30 7/3/2012 support for the project. Ms. Hohl outlines six bulleted reasons which detail the benefits of the project to the District, including that (if funded) the Seward schools would be the first in the Kenai Peninsula District to benefit from a renewable energy source. o Qutekcak Native Tribe has expressed their support for efforts towards cost savings to schools, and has provided a letter of support explaining measures they are also taking towards creating a greener workplace and cleaner environment. o Forest Service Seward Ranger District has submitted a letter of support that explains how this project aligns with many of the steps that they have taken towards a smaller carbon footprint. SECTION 9 – GRANT BUDGET Tell us how much you want in grant funds Include any investments to date and funding sources, how much is being requested in grant funds, and additional investments you will make as an applicant. Provide a narrative summary regarding funding sources and your financial commitment to the project. KPBSD is requesting $1,367,464 from AEA. KPBSD has committed $47,770 in cash and in-kind contributions as match to the project. Funding will be provided from the District’s general fund. The total cost of the project is $1,415,234. The KPBSD has invested in the project by participating in the Pre-FS and the WERC Project Assessment Review and District Energy Evaluation.3 This process established the feasibility of the project and justified the next steps for the District (Final Design and Construction). KPBSD will continue to invest its resources as needed to complete the project and for O&M that will be required after the construction and integration has been completed. The following Grant Budget outlines the milestones for this project. The spreadsheet below summarizes the costs for each Phase of the project, the total AEA request, the KPBSD cash and in- kind contribution, and the total project cost. Applications should include a separate worksheet for each project phase that was identified in section 2.3.2 of this application, (Reconnaissance, Feasibility, Conceptual Design, Design and Permitting, and Construction). Please use the tables provided below to detail your proposed project’s budget. Be sure to use one table for each phase of your project. If you have any question regarding how to prepare these tables or if you need assistance preparing the application please feel free to contact AEA at 907-771-3031 or by emailing the Grant Administrator, Shawn Calfa, at scalfa@aidea.org. 3 These activities were paid for by the USDA Forest Service. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 26 of 30 7/3/2012 Budget Categories: PHASE III PHASE IV AEA Request Grantee Match TOTAL PROJECT Direct Labor & Benefits $7,985 $22,464 $30,450 $37,770 $68,220 Travel & Per Diem $2,000 $2,000 $4,000 $0 $4,000 Equipment $0 $900,000 $900,000 $0 $900,000 Materials & Supplies $0 $0 $0 $10,000 $10,000 Contractual Services $89,515 $225,000 $314,514 $0 $314,514 Construction Services $0 $115,000 $115,000 $0 $115,000 Other $500 $3,000 $3,500 $0 $3,500 PROJECT TOTALS $100,000 $1,267,464 $1,367,464 $47,770 $1,415,234 Milestone or Task PHASE III Design and Permitting Anticipated Completion Date RE- Fund Grant Funds Grantee Matching Funds Source of Matching Funds: Cash/In- kind/Federal Grants/Other State Grants/Other TOTALS 1. Project scoping and contractor solicitation completed Month 2 $10,000 $1,000 District General Fund $11,000 2. Permit applications completed as needed Month 3 $10,000 $958 District General Fund $10,958 3. Final environmental assessment & mitigation plans completed Month 3 $5,000 $882 District General Fund $5,882 4. Resolution of land use, right of way issues completed Completed $0 $0 5. Permitting, rights-of- way, site control completed Month 4 $2,000 $1,425 District General Fund $3,425 6. Final system design completed Month 4 $33,000 $3,160 District General Fund $36,160 7. Final cost estimate completed Month 5 $10,000 $1,335 District General Fund $11,335 8. Updated economic and financial analyses completed Month 2 $15,000 $1,360 District General Fund $16,360 9. Power or heat sale agreements in place N/A $0 $1,190 District General Fund $1,190 10. Final business and operational plan completed Month 3 $15,000 $1,640 District General Fund $16,640 TOTALS $100,000 $12,950 $112,950 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 27 of 30 7/3/2012 Budget Categories: Direct Labor & Benefits $7,985 $12,950 District General Fund $20,935 Travel & Per Diem $2,000 $2,000 Equipment $0 $0 Materials & Supplies $0 $0 Contractual Services $89,515 $89,515 Construction Services $0 $0 Other $500 $500 TOTALS $100,000 $12,950 $112,950 Milestone or Task PHASE IV Construction Anticipated Completion Date RE- Fund Grant Funds Grantee Matching Funds Source of Matching Funds: Cash/In- kind/Federal Grants/Other State Grants/Other TOTALS 1. Design and feasibility requirements completed Month 7 $82,464 $3,885 District General Fund $86,349 2. Bid documents completed Month 7 $32,000 $2,500 District General Fund $34,500 3. Vendor selected and award in place Month 8 $50,000 $2,000 District General Fund $52,000 4. Construction Month 13 $975,000 $15,435 District General Fund $990,435 5. Integration and testing completed Month 14 $64,000 $5,000 District General Fund $69,000 6. Decommissioning old systems N/A $0 $0 $0 7. Final acceptance, commissioning and start-up complete Month 14 $42,000 $2,000 District General Fund $44,000 8. Operations reporting Month 14 $22,000 $4,000 $26,000 TOTALS $1,267,464 $34,820 $1,302,284 Budget Categories: Direct Labor & Benefits $22,464 $8,385 District General Fund $47,284 Travel & Per Diem $2,000 $2,000 Equipment $900,000 $900,000 Materials & Supplies $0 $10,000 District General Fund $10,000 Contractual Services $225,000 $225,000 Construction Services $115,000 $115,000 Other $3,000 $3,000 TOTALS $1,267,464 $18,385 $1,302,284 Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 28 of 30 7/3/2012 Project Milestones that should be addressed in Budget Proposal Reconnaissance Feasibility Design and Permitting Construction 1. Project scoping and contractor solicitation. 2. Resource identification and analysis 3. Land use, permitting, and environmental analysis 4. Preliminary design analysis and cost 5. Cost of energy and market analysis 6. Simple economic analysis 7. Final report and recommendations 1. Project scoping and contractor solicitation. 2. Detailed energy resource analysis 3. Identification of land and regulatory issues, 4. Permitting and environmental analysis 5. Detailed analysis of existing and future energy costs and markets 6. Assessment of alternatives 7. Conceptual design analysis and cost estimate 8. Detailed economic and financial analysis 9, Conceptual business and operations plans 10. Final report and recommendations 1. Project scoping and contractor solicitation for planning and design 2. Permit applications (as needed) 3. Final environmental assessment and mitigation plans (as needed) 4. Resolution of land use, right of way issues 5. Permit approvals 6. Final system design 7. Engineers cost estimate 8. Updated economic and financial analysis 9. Negotiated power sales agreements with approved rates 10. Final business and operational plan 1. Confirmation that all design and feasibility requirements are complete. 2. Completion of bid documents 3. Contractor/vendor selection and award 4. Construction Phases – Each project will have unique construction phases, limitations, and schedule constraints which should be identified by the grantee 5. Integration and testing 6. Decommissioning old systems 7. Final Acceptance, Commissioning and Start-up 8. Operations Reporting Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 29 of 30 7/3/2012 SECTION 10 – AUTHORIZED SIGNERS FORM Community/Grantee Name: Kenai Peninsula Borough School District (KPBSD) Regular Election is held: The Kenai Peninsula Borough School Board consists of nine members with alternating three year terms. Each year three members are elected on the first Tuesday of October. Date: Authorized Grant Signer(s): Printed Name Title Term Signature Dave Jones Assistant Superintendent Laurie Olsen Director of Finance I authorize the above person(s) to sign Grant Documents: (Highest ranking organization/community/municipal official) Printed Name Title Term Signature Steve Atwater Superintendent Grantee Contact Information: Mailing Address: 148 N. Binkly St. Soldotna, AK 99669 Phone Number: 907-714-8888 Fax Number: 907-262-9645 E-mail Address: davejones@kpbsd.k12.ak.us Federal Tax ID #: 92-0030923 Please submit an updated form whenever there is a change to the above information. Renewable Energy Fund Round 6 Grant Application AEA13-006 Grant Application Page 30 of 30 7/3/2012 SECTION 11 – ADDITIONAL DOCUMENTATION AND CERTIFICATION SUBMIT THE FOLLOWING DOCUMENTS WITH YOUR APPLICATION: A. Contact information, resumes of Applicant’s Project Manager, key staff, partners, consultants, and suppliers per application form Section 3.1 and 3.4. Applicants are asked to separate resumes submitted with applications, if the individuals do not want their resumes posted. B. Letters demonstrating local support per application form Section 8. C. An electronic version of the entire application on CD per RFA Section 1.7. D. Governing Body Resolution or other formal action taken by the applicant’s governing body or management per RFA Section 1.4 that: - Commits the organization to provide the matching resources for project at the match amounts indicated in the application. - Authorizes the individual who signs the application has the authority to commit the organization to the obligations under the grant. - Provides as point of contact to represent the applicant for purposes of this application. - Certifies the applicant is in compliance with applicable federal, state, and local, laws including existing credit and federal tax obligations. E. CERTIFICATION The undersigned certifies that this application for a renewable energy grant is truthful and correct, and that the applicant is in compliance with, and will continue to comply with, all federal and state laws including existing credit and federal tax obligations and that they can indeed commit the entity to these obligations. Print Name Steve Atwater Signature USE ORIGINAL AND CHECK PAGE NUMBERS Title Superintendent of Schools Date //////