RRP72 - Southern Financial Project Management Process Overview I he Partnership expects to source, develop, ouiid and manage projects by using experienced6,. high quality service providers who will be supervised by the Team at all stages'' 0 c in ar O Ce U <'tt I- Building Pre-profiling Project Engineering and Development Go/no-go - Letter of intent signed • 3rd party firms identify attractive project opportunities • Standardized information gathering to vet projects • Broad network of referral services - Facility managers - Consultants - Equipment manufacturers • Paid only for completed projects • Define screening criteria • Review proposals • Select projects to progress • Negotiate ESA letter of intent Construction - Project Committee Approval - ESA signed - Gross Max Price construction contract signed • Baseline energy audit • Engineering design (multi-step) and pricing • ESA financial modeling • Building owner alignment • Limited roster of experienced developers • 3rd party engineering assurance partner • Define underwriting criteria • Review interim milestones and authorize expenditures • Negotiate ESA contract • Propose deals for Project Committee approval - Project close out • Competitively bid trades • Award contracts • Project construction • Project commissioning and close out • Single construction manager oversees all trades and work • Guaranteed max price contracts • Owner's representative agent coordinates project specific items • Review/action reports on schedule, costs, and risks • Authorize payments • Manage change requests and owner concerns • Approve commissioning milestones and project close out Ongoing Active Energy Management and Invoicing • Building energy performance monitored and adjusted • Monthly invoices adjusted as per contract • Payment management • Customer care as required • Software-as-a-service strategic partner for AEM • Invoicing and utility bill manageme