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HomeMy WebLinkAboutInstallation of High Efficiency Low Emissions Wood Boilers Lake and Peninsula Borough App Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 1 of 15 9/2/2008 Application Forms and Instructions The following forms and instructions are provided for preparing your application for a Renewable Energy Fund Grant. An electronic version of the Request for Applications (RFA) and the forms are available online at http://www.akenergyauthority.org/RE_Fund.html The following application forms are required to be submitted for a grant recommendation: Grant Application Form GrantApp.doc Application form in MS Word that includes an outline of information required to submit a complete application. Applicants should use the form to assure all information is provided and attach additional information as required. Application Cost Worksheet Costworksheet.doc Summary of Cost information that should be addressed by applicants in preparing their application. Grant Budget Form GrantBudget.xls A detailed grant budget that includes a breakdown of costs by task and a summary of funds available and requested to complete the work for which funds are being requested. Grant Budget Form Instructions GrantBudgetInstr.pdf Instructions for completing the above grant budget form.  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 a plan and grant budget for completion of each phase.  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. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 2 of 15 9/3/2008 SECTION 1 – APPLICANT INFORMATION Name (Name of utility, IPP, or government entity submitting proposal) Lake and Peninsula Borough Type of Entity: Borough Government Mailing Address PO Box 495, King Salmon, AK 99613 Physical Address Same Telephone 907.246.3421 Fax 907.246.6602 Email ljcotten@gci.net 1.1 APPLICANT POINT OF CONTACT Name Lamar Cotten Title Borough Manager Mailing Address PO Box 495, King Salmon, AK 99613 Telephone 907.301.8737 Fax 907.272.5076 Email ljcotten@gci.net 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, or X A local government, or A governmental entity (which includes tribal councils and housing authorities); Yes or No 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 a collaborative grouping, a formal approval from each participant’s governing authority is necessary. (Indicate Yes or No in the box ) Yes or No 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 or No 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.) Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 3 of 15 9/3/2008 SECTION 2 – PROJECT SUMMARY Provide a brief 1-2 page overview of your project. 2.1 PROJECT TYPE Describe the type of project you are proposing, (Reconnaissance; Resource Assessment/ Feasibility Analysis/Conceptual Design; Final Design and Permitting; and/or Construction) as well as the kind of renewable energy you intend to use. Refer to Section 1.5 of RFA. Final Design and Permitting 2.2 PROJECT DESCRIPTION Provide a one paragraph description of your project. At a minimum include the project location, communities to be served, and who will be involved in the grant project. The Lake and Peninsula Borough seeks funding for design and permitting to install High Efficiency Low Emissions (HELE) wood boilers in five communities in the Lake and Peninsula Borough providing heat to the local school and adjacent teacher housing. The communities to be considered are Pedro Bay, Newhalen/Iliamna, Nondalton, Kokhanok and Port Alsworth. The schools in these communities served 225 children in the 07-08 school year. All of these communities are in heavily wooded areas and with the exception of Port Alsworth they are have few or no land use issue that need to be resolved. The wood resource near Port Alsworth resides in Federal Park land and ANCSA land, the Borough will utilize area experts to resolve any impediments to sustainable wood harvest. An initial feasibility indicates that these communities could displace tens of thousands of gallons of diesel currently used to heat the facilities. Actual fuel consumption for school year 07/08 was used in the analysis. A simple payback analysis offered periods of 1.6 to 2.9 years. The Lake and Peninsula Borough will work with the school district and a HELE unit vendor to complete the project. Contract employee, Bob Loeffler will work with local authorities to ensure that any land issues related to a sustainable wood fuel harvest are resolved. 2.3 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. Include a project cost summary that includes an estimated total cost through construction. In this phase the Borough is seeking $77,000 in AEA Renewable Grant funds to hire a Mechanical/Heating System Engineer to conduct a reconnaissance site visit of five to six Borough schools and design a supplemental wood heat system. The wood heat system would consist of a high efficiency low emissions wood boiler located in an exterior shed. It would be to be piped into existing systems and would be designed so provide supplemental wood heat for roughly 32 weeks a year. Based on our reconnaissance study, the total installed and interconnect cost of the supplemental wood heat boilers appears to be on the order of $160,000 to $180,000 per school. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 4 of 15 9/3/2008 2.4 PROJECT BENEFIT Briefly discuss the financial benefits that will result from this project, including an estimate of economic benefits(such as reduced fuel costs) and a description of other benefits to the Alaskan public. The supplemental wood head will allow the schools to replace $60 to $70 per MMBtu oil heat with $20 per MMBtu wood heat. This results in an annual fuel savings (net of increased O&M associated with wood heat) that ranges from $7000 for small schools that already incorporate secondary heat recovery from local diesel gen sets to $40,000 for large schools. See Biomass Screening in Attachment E for more detail. 2.5 PROJECT COST AND BENEFIT SUMARY Include a summary of your project’s total costs and benefits below. 2.5.1 Total Project Cost (Including estimates through construction.) $1,265,000 2.5.2 Grant Funds Requested in this application. $77,000 2.5.3 Other Funds to be provided (Project match) $18,000 2.5.4 Total Grant Costs (sum of 2.5.2 and 2.5.3) $95,000 2.5.5 Estimated Benefit (Savings) $122,151 2.5.6 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.) $ 122,151 net annual savings to L&P Schools See Cost Worksheet Attachment B Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 5 of 15 9/3/2008 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 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. Lamar Cotten, Borough Manager, will manage the project, working in close coordination with Bob Loeffler, Borough Energy Planner, and the school superintendent in the Lake and Peninsula Borough. Wood boilers require a relatively small up front capital investment, creating additional costs associated with administration and management of the design stage can destroy the feasibility of the project. 3.2 Project Schedule Include a schedule for the proposed work that will be funded by this grant. (You may include a chart or table attachment with a summary of dates below.) Site visits and design – first & second quarter 2009 Secure Funding for Construction Project – first & second quarter 2009 Issue RFP for Procurement, Installation and Testing – 3rd quarter 2009 Construction – 4th quarter 2009 – 3rd quarter 2010 See Project Schedule Attachment D 3.3 Project Milestones Define key tasks and decision points in your project and a schedule for achieving them. Site visits and design – first & second quarter 2009 Secure Funding for Construction Project – first & second quarter 2009 Issue RFP for Procurement, Installation and Testing – 3rd quarter 2009 Construction – 4th quarter 2009 – 3rd quarter 2010 3.4 Project Resources Describe the personnel, contractors, 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. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 6 of 15 9/3/2008 The Lake and Peninsula Borough has a five full time employee positions and three contract employees. This project will rely on time and expertise from Borough staff - Lamar Cotten, Bob Loeffler and Rosie Fay and from a HELE unit vendor, potentially Alaska Heat Technologies. The Borough has not chosen a vendor for major equipment purchases. During the next phase of the project the Borough will evaluate vendors based on the reliability of their products and services paying special attention to how they have performed in remote Alaska locations. The Borough will work in collaboration with Lake and Peninsula school superintendent John Owens. The school district has indicated interest in exploring the wood opportunities available to assist in offsetting the high cost of heating their buildings. See resumes for Lamar Cotten and Bob Loeffler in attachment A 3.5 Project Communications Discuss how you plan to monitor the project and keep the Authority informed of the status. The Borough Manager will manage communication on the project, including benchmark memos to updates to the Authority. Any consultants or vendors brought into the project will provide the Borough Manager with weekly updates via email. 3.6 Project Risk Discuss potential problems and how you would address them. Fuel price risk. We will continue to monitor the long run outlook of the price of fuel oil. To the extent that it appears likely that it will continue its most recent decline, we will revisit the need for the project as we seek funding for the construction portion of the project and again before bid award. Capital project cost risk. We will be diligent in our preparation of design and bid documents to mitigate against undue uncertainty in the bid price and we will monitor the construction project to ensure all communications are clear and concise to reduce uncertainty and unnecessary costs. SECTION 4 – PROJECT DESCRIPTION AND TASKS  Tell us what the project is and how you will meet the requirements outlined in Section 2 of the RFA. The level of information will vary according to phase of the project you propose to undertake with grant funds.  If you are applying for grant funding for more than one phase of a project provide a plan and grant budget for completion of each phase.  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. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 7 of 15 9/3/2008 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. The cost of heating oil around the Lakes region of the Lake & Peninsula Borough is very high even by remote rural Alaska standards due to the increasingly frequent necessity of having to fly fuel into the communities because river barges are unable to justify the risk of delivery in any given year because of low water and logistical delays. As a result heating oil costs are running from $6 to $9 per gallon. We estimate heating oil costs will moderate somewhat over the long term and have assumed heating oil costs in the $6 to $7 range for the current project analysis. In contrast, local suppliers have been gathering wood and making it available at around $200 a cord or roughly $20 per MMBTU (realized heat value). Initial reconnaissance indicates adequate supplies of wood are available locally. 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 schools currently have oil fired boilers and many of them make use of secondary heat from local diesel fired electric generation. This project would provide supplemental wood heat. This phase of the project would include the sizing and design of the wood heat system to optimize the size of the new wood heating system so that it would provide cost effective supplemental heating to the existing systems. 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. The Lake and Peninsula Borough has basic fuel storage infrastructure through bulk fuel tanks. The landed price of fuel is very high, making alternative space heating very attractive. Many schools in the Borough utilize waste heat from the local utility but still have to burn significant amounts of fuel. The wood boilers will reduce the Borough’s reliance on fossil fuels and would no negatively impact any other energy systems. 4.2.3 Existing Energy Market Discuss existing energy use and its market. Discuss impacts your project may have on energy customers. The communities being considered for HELE units to serve the school buildings and potentially adjacent teacher housing had the following actual fuel consumption in their school buildings in the school year 07-08. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 8 of 15 9/3/2008 Community School Fuel Consumption Cost at $7/Gallon Pt. Alsworth 2,266 gallons $15,862 @ $7/gallon Pedro Bay 2,000 gallons $14,000 @ $7.5/gallon Kokhanok 6,200 gallons $46,500 @ $7.5/gallon Nondalton 12,000 gallons $84,000 @ $7/gallon Newhalen/Iliamna 18,000 gallons $126,000 @ $7/gallon Total 40,466 $286,362 The change to HELE generated space heating in the school buildings and teacher housing should have no negative impacts on other energy users. Positive impacts include decreased reliance on fossil fuels, development of local knowledge of an alternative system for space heating, and local job creation through contracting to collect wood and stoke the boiler. See Biomass Screening Attachment E Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 9 of 15 9/3/2008 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 This recon/design phase of this project would investigate the local systems and develop a system design to provide cost-effective supplemental heat. Please see attached spreadsheets for our initial reconnaissance level assessment of how effective a basic conservative wood boiler installation would supplement existing heating systems and displace high cost fuel oil. See screening studies in attachment E and F 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 Lake and Peninsula Borough and the school district have agreed to the project. Any land issues related to the harvest of wood will be referred to contract employee Bob Loeffler. Land ownership is not an impediment in this project. 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 Part of the design and permitting grant described herein will allow for the creation of a permitting process. It is not anticipated that permitting will create barriers for this project. 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 Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 10 of 15 9/3/2008  Aviation considerations  Visual, aesthetics impacts  Identify and discuss other potential barriers It is unknown if any of these environmental barriers apply to the project. The Borough has attempted to select sites that appear to have the fewest potential environmental issues. HELE units are clean burning, emitting very little into the air. 4.4 Proposed New System Costs (Total Estimated Costs and proposed 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 Project Cost = $1,265,000 Total Cost for this phase = $95,000 Requested Grant Funding for Recon/Design = $77,000 Applicant Matching Funds this phase (in-kind housing, local systems research) = $18,000 Sources of estimate: Lake & Peninsula Borough Energy Plan Screening Report (in-progress). See attached spreadsheets for documentation of individual assumptions. 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.  Total anticipated project cost for this phase  Requested grant funding It is expected that the switch to wood heat will incur additional operational costs associated with handling wood and cleaning. We have incorporated these into our recon analysis. In order to be conservative at this phase in the analysis, we have added additional costs for wood operations compared to recent preliminary feasibility studies. See attached spreadsheet for details. 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 Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 11 of 15 9/3/2008 4.4.4 Cost Worksheet Complete the cost worksheet form which provides summary information that will be considered in evaluating the project. Download the form, complete it, and submit it as an attachment. Document any conditions or sources your numbers are based on here. We adjusted the cost and benefit estimates contained in: “Preliminary Feasibility Assessment for High Efficiency, Low Emission Wood Heating in Kokhanok, Alaska” June, 2007 Daniel Parrent, Wood Utilitization Specialist Juneau Economic Development Council To reflect higher costs in 2008 for fuel oil, wood, wood boilers, freight, and wood operations. Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 12 of 15 9/3/2008 4.4.5 Business Plan 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. There are both successful and unsuccessful large scale wood boilers operating in Alaska today. The units that are providing clean, reliable and affordable energy are those that have: 1) a paid staff person whose charge is to maintain the unit and 2) individuals receiving payment for collecting and delivering wood. Once the HELE units have been installed the school district will take over management of the units. A local job will be created in each community to gather wood for the unit and to stoke the fire – providing operations and maintenance for the boiler. 4.4.6 Analysis and Recommendations Provide information about the economic analysis and the proposed project. Discuss your recommendation for additional project development work. As part of the development of the Lake & Peninsula Energy Plan, we conducted a screening study of projects that appeared likely to provide net economic benefits to residents, businesses and public and private enterprises in the Borough. With the high cost of heating oil around the Lakes region, we found that supplemental wood heat looks economically attractive. We targeted the schools in the area because they have a base of institutional support that typically includes a local maintenance person who can keep an eye on new installations to ensure that they are performing adequately. In addition, the schools are interested in outsourcing the wood supply in the hopes of creating local jobs. In addition we anticipate there may be opportunities for others in the community to take advantage of the school acting as an anchor tenant in the development of a local wood supply business. 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 (gal and $) 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 avoided cost of ownership)  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 For details on comparisons of economic benefits see Screening Study Heat Attachment F The non-economic benefits to Alaskans over the lifetime of the project are twofold: Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 13 of 15 9/3/2008 1 – Creation of local jobs. Creating employment in an area with few employment opportunities adds to the sustainability of the place. 2 – Reduction in school costs. Reducing the cost to operate a school in rural Alaska is an important piece of keeping schools operating in remote places. Numerous studies have indicated that when the school shuts down the village will die, community sustainability relies on our ability to keep schools open. SECTION 6 – GRANT BUDGET Tell us how much your total project costs. Include any investments to date and funding sources, how much is requested in grant funds, and additional investments you will make as an applicant. Include an estimate of budget costs by tasks using the form - GrantBudget.xls Provide a narrative summary regarding funding sources and your financial commitment to the project. In addition to providing local housing and assistance with understanding the local school and teacher housing heating systems and requirements, the Borough expects to provide additional resources for the construction phase of the project, including oversight and management of the procurement and construction process. See Grant Budget Form Attachment C Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 14 of 15 9/3/2008 SECTION 7 – ADDITIONAL DOCUMENTATION AND CERTIFICATION SUBMIT THE FOLLOWING DOCUMENTS WITH YOUR APPLICATION: A. Resumes of Applicant’s Project Manager, key staff, partners, consultants, and suppliers per application form Section 3.1 and 3.4 B. Cost Worksheet per application form Section 4.4.4 C. Grant Budget Form per application form Section 6. D. An electronic version of the entire application per RFA Section 1.6 E. Governing Body Resolution per RFA Section 1.4 Enclose a copy of the resolution or other formal action taken by the applicant’s governing body or management that: - authorizes this application for project funding at the match amounts indicated in the application - authorizes the individual named as point of contact to represent the applicant for purposes of this application - states the applicant is in compliance with all federal state, and local, laws including existing credit and federal tax obligations. F. 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. Print Name Lamar Cotten Signature Title Borough Manager Date 10.8.08 Renewable Energy Fund Grant Application AEA 09-004 Grant Application Page 15 of 15 9/3/2008 List of Attachments A – Resumes and Statement of Qualifications B – Cost Worksheet C – Budget Form D – Project Schedule E – Biomass Screening F – Tech Heat Screening G – Borough Resolution H - Diesel Price Projections