Roadmap

 

MODALITIES

Subscription

Assignment

Infrastructure

 

program CRITERIA

Energy

Facility / Equipment

 

 

 

 

Project development ROADMAP

Project development follows a specific roadmap and consists of 4 discrete phases:

Discovery and Analysis

Design

Construction

Commissioning and Operation

 

Industry-standard tools and methodologies are applied throughout.

 

Discovery and Analysis
Step Mneumonic Name Description
1
Engage
Engagement Commencement of the project development relationship
2
ROM Rough Order Magnitude
Initial analysis and modeling of a proposed project; used to ascertain economic and technical viability; factors reviewed include: (1) total annual energy costs, (2) total annual water costs, (3) physical location, (4) building data, (5) equipment make & model nos. of existing or planned HVAC; (6) actual rates for kWh and therms
3
MOU Memorandum Of Understanding
An executed MOU signals an intent to explore project development and to that end, sets forth the expectations for each party; general roles and responsibilities are defined; Definitive Agreements are listed
4
LOI Letter Of Intent
LOI signals a binding commitment to sign our Power Purchase Agreement, predicated on the favorable outcome of the Investment-Grade Analysis
5 IGA Investment-Grade Analysis
The IGA is conducted by a third-party engineering firm and is used to validate and refine the Rough Order Magnitude analysis; the is requirement of project financing
6 Budget 0
Budget 0
The estimated project cost based on the IGA
7 PPA Power Purchase Agreement
A long-term energy futures contract in which a buyer agrees to purchase BTUs for heating, cooling, and hot water, and or kWh based on a Contract Price issued by the seller




Design
Step Mneumonic Name Description
8
EPC
Assemble Consortium
Agent / Engineering Procurement Contractor assembles project consortium of delivery partners that will design, build, and commission the installation
9
Engineering
Geo System Design and Engineering
The Thermal Direct / Solar Direct PV ground loop, heat pump, and PV configuration is designed to meet project specifications
10
MEP Mechanical Electrical and Plumbing
The mechanical, electrical, and plumbing systems of the Thermal Direct / Solar Direct PV installation are designed to meet project specifications
11
Control Sys
Proprietary Control System
The Control System design is customized to meet project specifications
12
LLC Form
Project LLC Formation
A Limited Liability Corporation is formed, and appropriate legal and accounting controls instituted; the Project LLC will eventually own and operate the Thermal Direct / Solar PV Direct installation and subscription service
13
Budget 1
Budget 0
The final project cost based an iterative budget process in conjunction with institutional investors;
14
LLC Cap
Project LP Capitalized
A long-term energy futures contract in which a buyer agrees to purchase BTUs for heating, cooling, and hot water, and or kWh based on a Contract Price issued by the seller

 

 

 

 

Construction
Step Mneumonic Name Description
15
NTP
Notice To Proceed
Once capitalized, the Project LLC issues the NTP to the project's Agent/EPC contractor and subcontractors
16
Loop
Ground Loop / PV Array
Construction of the ground loop, heat pump, and PV array(s) of the Thermal Direct / Solar PV Direct installation
17
MEP Mechanical Electrical and Plumbing
Construction of the mechanical, electrical, and plumbing systems of the Thermal Direct / Solar PV Direct installation
18
Control Sys
Proprietary Control System
Construction of the Control System of the Thermal Direct / Solar PV Direct
19
BMS
Building Management System
While the Building Management System (if any) is beyond the scope of the project, coordination and planning with facility management will be essential to a successful retrofit
20
Landscape Landscape / Hardscape
Post-construction landscaping of areas disrupted by the ground loop / PV array installation; post-construction hardscaping or resurfacing of parking lots et al paved surfaces disrupted by installation work
21
Integrate System Integration
Control system integration with existing BMS (if any) and physical components of the Thermal Direct / Solar PV Direct installation


Commissioning & Operation
Step Mneumonic Name Description
22
EBCx
Existing Building Commissioning
Commissioning process begins with a thorough check of the Thermal Direct / Solar PV HVAC installation
23
Loop
Ground Loop / PV Array QA
Focused testing and QA of the ground loop, heat pump, and PV array(s) of the Thermal Direct / Solar PV Direct installation
24
MEP Mechanical Electrical and Plumbing QA
Focused testing and QA of the mechanical, electrical, and plumbing systems of the Thermal Direct / Solar PV Direct installation
25
Control Sys
Proprietary Control System QA
Focused testing and QA of the Control System of the Thermal Direct / Solar PV Direct
26
Certification
P.E. Certification
Professional Engineering Certification of successful EBCx
27
Acceptance Client Acceptance
Client Acceptance of the Thermal Direct / Solar PV Direct installation, EBCx and Certfication
28
Operation Operation
Control system integration with existing BMS (if any) and physical components of the Thermal Direct / Solar PV Direct installation