State Department and Institutions of Higher Education shall use the following documents for an Investment Grade Audit Report and Energy Performance Contract Project Proposal Contract (IGA) and Energy Performance Contract (EPC). Local jurisdictions have their own requirements and should use the boilerplate documents from the CEO website (opens in new window).
All State Departments and Institutions of Higher Education shall submit to OSA for review the IGA and EPC prior to acceptance and signature. State Departments or Institutions of Higher Education who desire to modify the documents shall follow OSA contract modification guidelines and then provide the edits to OSA for review. Modification of such agreements shall be limited to modifications historically permitted by the State Buildings Program regarding project description, scope of work, payment provisions, etc., and does not include modification of standard "boilerplate" language in the contract.
Resources
Review the public projects policy for EPC requirements relating to: Colorado Labor, Contract Performance outside the United States or Colorado*, Use of Foreign-produced goods*, Service-Disabled Veteran Owned Small Business*, Apprenticeship Utilization Requirements, and Prevailing Wage on Public Projects.
*Does not apply to projects for Institutions of Higher Education that have opted out of the State Procurement Code.
Public Projects(pdf)(opens in new window) (Rev. 01/2022)
Investment Grade Audit(docx)(opens in new window) (IGA) (Rev. 7/2021)
Exhibit A(docx)(opens in new window) - Scope of Work (Rev. 7/2021)
Exhibit B(docx)(opens in new window) - Location of Audit (Rev. 4/2023)
Exhibit C(xlsx)(opens in new window) - Cost and Pricing Elements (Rev. 7/2017)
Energy Performance Contract(docx)(opens in new window) (Rev. 10/2021)
EPC Schedule A(docx)(opens in new window) - General Conditions of the Energy Performance Contract (Rev. 7/2021)
EPC Schedule B(docx)(opens in new window) - Energy Performance Contract Description of Work (Rev. 7/2017)
EPC Schedule C(docx)(opens in new window) - Guarantee (Rev. 7/2017)
EPC Schedule D(docx)(opens in new window) - Measurement and Verification Services Plan (Rev. 7/2017)
EPC Schedule E(docx)(opens in new window) - Code Compliance Requirement (Rev. 7/2019)
EPC Schedule F(xlsx)(opens in new window) - Schedule of Values (Initial) (Rev. 7/2017)
EPC Schedule G(docx)(opens in new window) - Projected Financial Cost and Cash Flow Analysis (Rev. 7/2019)
EPC Schedule H(docx)(opens in new window) - Certification that Cost-weighted Average Service Life of Equipment Exceeds Financing Term (Rev. 7/2017)
EPC Schedule I(docx)(opens in new window) - Record of Reviews (as applicable) (Rev. 7/2017)
OSA Contract Forms (contracts modifications documents, contract exhibits [bonds, codes])
OSA Procedural Forms (notice to proceed, acceptance, application for payment, etc) (modify as necessary to recognize that EPC is a type of design/build work)
IGA and EPC Contract Modifications January 2019(docx)(opens in new window) - Document Revisions