IRA Project Submittal_ Reporting Form.pdf
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- Solicitation number
- 47PF0024R0102
About this file
This document is a government file related to a federal contract opportunity for the Minton Capehart Garage Renovation project in Indianapolis, Indiana.
The General Services Administration (GSA) is seeking architectural, engineering, and construction professionals to perform design and construction services for the renovation of the Minton-Capehart Federal Building Garage. The project involves concrete repair and replacement, as well as the installation of new Electric Vehicle Supply Equipment (EVSE). The renovation must comply with the Secretary of the Interior's Standards as the garage is a contributing structure to a building eligible for the National Register of Historic Places.
This is a two-phase design-build procurement under FAR Subpart 36.3. In Phase I, GSA will select a maximum of three highly qualified offerors to participate in Phase II, where they will submit technical and price proposals. GSA intends to award a single contract to the successful offeror. Large business offerors will be required to submit a small business subcontracting plan as part of their Phase II proposal.
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LEC Instructions Purpose of the Project Submittal/Reporting Form:
Frequency of Project Submittal Updates (Milestones):
This workbook is used to track sustainability impacts of Inflation Reduction Act (IRA)-funded low embodied carbon (LEC) materials, emerging and sustainable technologies (E&ST), and high performance green building (HPGB) work items in GSA-owned buildings.
All data is captured at the work-item level (as reported in IRIS), and should be identified by a Kahua project ID, building ID, accounting string ID (ASID), and Work Item (WI) number. Data should be updated when each line-item reaches the milestone, as defined in Kahua, that matches the submittals listed in the tables below. Milestones are specific to the project type (Energy Savings Performance
If your team has information to share at a Kahua milestone that does not align with the defined submittals, you may select an alternative milestone from the dropdown list. If a work item is cancelled or deferred, please select that as a milestone.
Contract (ESPC) or non-ESPC.
Please inform our team if you need a specific milestone added to the dropdown options.
*LEC Milestone Guidance is currently in development. Below is the proposed guidance.* Project teams should refer to the guidance in the current version of the solicitation desk guide regarding submittal frequency
Proposed LEC Submittal Frequency
Submittal Number Submittal Name
Kahua Milestone Number Timeframe
1 Initial Submittal N/A
By July 12th, 2024, or signing of project authorization
Submittal Update #1 N/A
1 quarter (3 months) after Initial Submittal
Submittal Update #2 N/A
1 quarter (3 months) after Submittal Update #1
Submittal Update #3 N/A
1 quarter (3 months) after Submittal Update #2
Submittal Update #4 N/A
1 quarter (3 months) after Submittal Update #3
Submittal Update #5 N/A
1 quarter (3 months) after Submittal Update #4
Submittal Update #6 N/A
1 quarter (3 months) after Submittal Update #5
LEC Submittals should be updated quarterly, thorugh project completion, OR when any major changes in the project (i.e procurement of LEC material) occurs
Instructions:
Color Coding:
Each workbook is project-specific and will remain the same for the duration of the project. Please use your project specific link.
Within this workbook, you will see tabs across the bottom of the screen, please navigate to and review both the Low Embodied
Please take note of the following cell colors throughout the form:
Cells highlighted in gold require user input. Once data is inserted, the color will transition from gold to white.
If you are unable to locate your region specific workbook please email IRASustainabilitySubmittals@gsa.gov.
Carbon Materials and Emerging & Sustainable Tech and HPGB tabs.
Enter Work Item Information Below:
Enter Work Item Information Below:
Enter Work Item Information Below:
Enter your email address
Milestone Status
Building Number
Enter your email address
Milestone Status
Building Number
Building Name
Enter your email address
Milestone Status
Building Number
Building Name sample@gsa.g ov sample@gsa.g ov
Submittal 1 - Project
Agreement - Milestone 3.091
- Initial Financial
Agreement w Customer sample@gsa.g ov
Submittal 1 - Project Agreement - Milestone 3.091
- Initial Financial Agreement w Customer CT0053ZZ
AA RIBICOFF
FB&CTHS
sample@gsa.g ov
The cells in blue will auto-populate based on your data. Please do not fill items in blue in yourself. For example, once you select a building ID, the building name will populate from our backend.
If a project has been either canceled or deferred, the corresponding row will automatically change to a grey color, indicating no further information is required to be filled out.
Deferredsample@gsa.go sample@gsa.gov example@gsa.
gov
Submittal 1 - Project
Agreement - Milestone 3.091
- Initial Financial
Agreement w Customer MI00097ZZ J765444 6065 example@gsa.
gov
Submittal 1 - Project
Agreement - Milestone 3.091
- Initial Financial
Agreement w Customer MI00097ZZ J765444 6065
Cancelledsample@gsa.go
Red fill indicates that there are duplicate work items entered. All line items must be represented by a UNIQUE IDENTIFIER to track their progress over the lifecycle of a project. Line Item Identifiers are composed of the following columns:
Project # (Kahua), Building Number, ASID, Work Item, and LEC Identifier. If multiple line items have the same work item number, enter a UNIQUE IDENTIFER into the LEC Identifier column to resolve the error.
Sample Duplicate Error:
Resolution: Add a unique identifier (can be any format- i.e. a number, text etc.).
Enter your email address
Milestone Status
Building Number Building Name
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI) # LEC Identifier
Enter your email address
Milestone Status
Building Number Building Name
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI) # LEC Identifier
FEDERAL
BLDG & US
COURTHOUS
E 6577
FEDERAL
BLDG & US
COURTHOUS
E 6577
This allows various line items with the same work item ID to be uniquely identified and tracked over the project life cycle.
gov
Submittal 1 - Project Agreement - Milestone 3.091
- Initial Financial Agreement w Customer MI00097ZZ
FEDERAL
BLDG & US
COURTHOUS
E 6577 J765444 6065 Glass 1 example@gsa.
gov
Submittal 1 - Project Agreement - Milestone 3.091
- Initial Financial Agreement w Customer MI00097ZZ
FEDERAL
BLDG & US
COURTHOUS
E 6577 J765444 6065 Glass 2
Updating and Adding LEC Data The following will highlight key instructions for completing the IRA LEC data. For a more comprehensive guide with detailed instructions, please consult the IRA Input Database SOP linked with other further resources at the bottom of this instruction manual.
This will serve as a reference guide, offering detailed descriptions and definitions for the elements or attributes present in this sheet.
These categories allow for identifying your unique project. LEC Identifier is required only if one work item is represented on multiple rows:
The categories below are needed to perform database calculations. We recognize not all projects have EPDs available or exact quantities in early phases. Until you have an EPD please provide your best estimate for quantity and a reported threshold target.
The categories below are the minimum data requirements for initial project submissions:
Enter your email address
Milestone Status
Building Number
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI) # LEC Identifier
LEC Material Category
LEC Material Subcategory
Reported Threshold
Target
Description of Material Installed Quantity
The following should be entered as soon as project teams have the data available
Once project teams have an EPD please provide the following information
Project teams should also ensure all other fields remain up to date as the project progresses.
Provide link for Material
EPD
Product
Specific GWP
Product Category Rule
(PCR)
Upstream Plant's
ENERGY
STAR Energy Performance
Score
Year of plant's
ENERGY
STAR Energy Performance
Score
Budget Activity Code LEC Identifier
LEC Material Category
LEC Material Subcategory
1.) Start by entering data into the cells highlighted in gold. Begin with the gold boxes located at the top of the tracker as illustrated in the image below.
Click through them and input the required information.
2.) Each row of data should uniquely correspond to a SINGLE work item, that is, each line has a unique LEC material and subcategory. For example, asphalt and concrete should be represented as two separate work items; as shown below.
Region Contractor Name
Project Manager Name
Project Number (in Kahua)
Contractor Email Address
Project Manager Email Address
Project Type (non-ESPC or
ESPC?)
Project Manager Approval Date
PG21
PG21
284 kg CO2e/Declared Unit
Concrete (and cement or CMUs) 6000 Concrete (and cement or CMUs) 4000
Additionally, if LEC materials of the same material and subcategory have different EPDs (and different global warming potentials (GWPs)), they must go on their own line.
3.) When you encounter the 'quantity' column, in this section you will specify how much of each material was acquired.
Quantities may change throughout your project. At that point you will be allowed to edit the live view of your form.
Concrete (and cement or CMUs) 4000
4.) After completing the form, carefully review all your responses to ensure there are no duplicates, errors, or misreported information.
Once you have verified the accuracy of your answers, kindly proceed to close the form to ensure proper recording of your responses.
If this is your initial submittal, please email IRAsustainabilitysubmittals@gsa.gov to initiate Climate and Infrastructure Program Management Office (CIPMO) project review.
Note: Ensure that the declared units align with the quantity reporting units.
LEC Material Category
LEC Material Subcategory Declared Unit
GWP Limit Specified in the Contract Quantity
Quantity Reporting Unit metric ton U.S. ton
CIPMO Reviews do NOT need to be conducted for project sheet updates, but our team will be monitoring for data quality concerns.
Further Resources IRA Input Database SOP IRA Project Submittal Form FAQ
IRA Project Submittal Data Dictionary
E&ST and HPGB Instructions Purpose of the Project Submittal/Reporting Form:
This workbook is used to track sustainability impacts of Inflation Reduction Act (IRA)-funded low embodied carbon (LEC) materials, emerging and sustainable technologies (E&ST), and high performance green building (HPGB) work items in GSA-owned buildings.
All data is captured at the work-item level (as reported in IRIS), and should be identified by a Kahua project ID, building ID, accounting string ID (ASID), and Work Item (WI) number. Data should be updated when each line-item reaches the milestone, as defined in IRIS, that matches the submittals listed in the tables below. Milestones are specific to the project type (Energy Savings Performance Contract (ESPC) or non-ESPC).
If your team has information to share at a Kahua milestone that does not align with the defined submittals, you may select an alternative milestone from the dropdown list. If a work item is cancelled or deferred, please select that as a milestone.
Please inform our team if you need a specific milestone added to the dropdown options.
Frequency of Project Submittal Updates (Milestones):
*Milestone Guidance is currently in development. Any changes will be reflected in this guidance.* Non-ESPC Projects ESPC Projects
Submittal Number
Submittal Name
Kahua Milestone Number
Kahua Milestone Name
Submittal Number
Submittal Name
Kahua Milestone Number
Kahua Milestone Name
Project Agreement 3.091
Initial Financial Agreement w Customer 1
Project Agreement 10.071
Preliminary Assessment (PA) Complete
Commissioner’ s Concept 4.271
Commissioner' s Concept Design Approval 2 35% DD 10.091
Investment Grade Audit (IGA) Start
3 35% DD 4.251
Design Start /
NTP 3
65% DD
Review / 50%
CD 10.121
Award Design & Construction
65% DD
Review / 50%
CD 4.251
Design Start /
NTP 4 90% CD 10.121
Award Design & Construction
5 90% CD 4.361
Design Complete 5
Hand-off/ Turnover 10.181
All ECMs 30 Day Proof of Performance Complete
Hand-off/ Turnover 4.691
Substantial Completion 6
Final Performance Submittal 10.221
Performance Year 1 Commences
Final Performance Submittal 4.691
Substantial Completion
Instructions:
Color Coding:
Each workbook is project-specific and will remain the same for the duration of the project. Please use your project specific link.
Within this workbook, you will see tabs across the bottom of the screen, please navigate to and review both the Low Embodied
Please take note of the following cell colors throughout the form:
Cells highlighted in gold require user input. Once data is inserted, the color will transition from gold to white.
If you are unable to locate your region specific workbook please email IRASustainabilitySubmittals@gsa.gov.
Carbon Materials and Emerging & Sustainable Tech and HPGB tabs.
Enter Work Item Information Below:
Enter your email address Milestone
Status Building Number sample@gsa.g ov sample@gsa.g ov
Submittal 1 - Project
Agreement - Milestone
3.091 - Initial Financial
Agreement w Customer sample@gsa.g ov
Submittal 1 - Project Agreement - Milestone
3.091 - Initial Financial Agreement w Customer CT0053ZZ
AA RIBICOFF
FB&CTHS
sample@gsa.g ov
The cells in blue will auto-populate based on your data. Please do not fill items in blue in yourself. For example, once you select a building ID, the building name will populate from our backend.
If a project has been either canceled or deferred, the corresponding row will automatically change to a grey color, indicating no further information is required to be filled out.
Enter Work Item Information Below:
Enter Work Item Information Below:
Enter your email address
Milestone Status
Building Number
Building Name
Enter your email address
Milestone Status
Building Number
Building Name
Deferredsample@gsa.go sample@gsa.gov gov
Submittal 1 - Project
Agreement - Milestone
3.091 - Initial Financial
Agreement w Customer MI00097ZZ J765444 6065 example@gsa.
gov
Submittal 1 - Project
Agreement - Milestone
3.091 - Initial Financial
Agreement w Customer MI00097ZZ J765444 6065
Cancelledsample@gsa.go
Red fill indicates that there are duplicate work items entered. All line items must be represented by a UNIQUE IDENTIFIER to track their progress over the lifecycle of a project. Line Item Identifiers are composed of the following columns:
Project # (Kahua), Building Number, ASID, Work Item, and LEC Identifier. If multiple line items have the same work item number, enter a UNIQUE IDENTIFER into the LEC Identifier column to resolve the error.
Sample Duplicate Error:
Resolution: Add a unique identifier (can be any format- i.e. a number, text etc.).
Enter your email address
Milestone Status
Building Number Building Name
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI)
Energy Conservation
Measure /Water
Conservation Measure
(ECM/WCM)
Identifier
FEDERAL
BLDG & US
COURTHOUS
E 6577
FEDERAL
BLDG & US
COURTHOUS
E 6577
This allows various line items with the same work item ID to be uniquely identified and tracked over the project life cycle.
Enter your email address
Milestone Status
Building Number Building Name
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI)
Energy Conservation
Measure /Water
Conservation Measure
(ECM/WCM)
Identifier example@gsa.
gov
Submittal 1 - Project
Agreement - Milestone
3.091 - Initial Financial
Agreement w Customer MI00097ZZ J765444 6065 Boiler 1 example@gsa.
gov
Submittal 1 - Project
Agreement - Milestone
3.091 - Initial Financial
Agreement w Customer MI00097ZZ J765444 6065 Boiler 2
These categories allow for identifying your unique project. ECM/WCM Identifier is required only if one work item is represented on multiple rows:
FEDERAL
BLDG & US
COURTHOUS
E 6577
FEDERAL
BLDG & US
COURTHOUS
E 6577
Updating and Adding E&ST and HPGB Data The following will highlight key instructions for completing the IRA E&ST and HPGB data. For a more comprehensive guide with detailed instructions, This will serve as a reference guide, offering detailed descriptions and definitions for the elements or attributes present in this sheet.
please consult the IRA Input Database SOP linked with other further resources at the bottom of this instruction manual.
The categories below are the minimum requirements for data submissions:
Enter your email address
Milestone Status
Building Number
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI)
Energy Conservation
Measure /Water
Conservation Measure
(ECM/WCM)
Identifier
ECM/WCM
Category
ECM/WCM
Technology
Quantity Installed
Initial
ECM/WCM
implementatio n cost ($)
Electric Savings
(kWh/year)
Natural Gas Savings
(scf/year)
Fuel Oil Savings
(gal/year)
Steam Savings
(mmBtu/year)
Chilled Water Savings
(mmBtu/year)
Propane Fuel Savings
(mmBtu/year) Water Savings
(gal/year)
Select the guiding principle for the material or technology Deep Energy
Retrofit All Electric
Building Net Zero Energy
Sustainable Building
Alternative ECM Design
Life
Primary Building
Cooling Fuel
Primary Building
Heating Fuel
Refrigerant Involved in
ECM?
Refrigerant
Type Refrigerant
Capacity (lbs)
Estimated initial savings associated with
ECM/WCM
installation ($)
Annual O&M Cost ($/year)
The categories below are needed to perform database calculations. We recognize not all projects have exact quantities in early phases.
Please provide the most accurate information available for your project, data can be updated after the initial submission to reflect new information and changes.
For savings, fill in all fuel types relevant to your project.
Not all data elements will be applicable to all projects - i.e. not all ECMs use refrigerants, and not all ECMs will result in O&M cost changes.
Project teams should also ensure all other fields remain up to date as the project progresses.
The following should be entered as soon as project teams have the data available (if applicable).
1.) Start by entering data into the cells highlighted in gold. Begin with the gold boxes located at the top of the tracker as illustrated in the image below.
Click through them and input the required information.
2.) Each row of data should uniquely correspond to a unique energy conservation measure (ECM) or water conservation measure (WCM).
Quantity should reflect the amount of each technology deployed within a building, i.e. if 300 meters are installed, enter 300.
Region Contractor Name
Project Manager Name
Project Number (in Kahua)
Contractor Email Address
Project Manager Email Address
Project Type (non-ESPC or
ESPC?)
Project Manager Approval Date
Project # (Kahua)
Accounting String ID
(ASID)
Work Item (WI)
Energy Conservation
Measure /Water
Conservation Measure
(ECM/WCM)
Identifier
ECM/WCM
Category
ECM/WCM
Technology
1234 12345678 0001 ...
Chiller Plant Improvements
Initial gas cooling
1234 12345678 0002 ...
Chiller Plant Improvements
Install floor insulation
If the project team has accurate quantity values please report them to increase the precision of IRA data. If not, enter a quantity of 1.
If multiple ECMs/WCMs are installed under one work item, please ensure that the ECM/WCM lifespans and specs are the same.
For example, if you are installing multiple boilers with different estimated lifespans, those entries would need to be split into two line items.
4.) After completing the form, carefully review all your responses to ensure there are no duplicates, errors, or misreported information.
Once you have verified the accuracy of your answers, kindly proceed to close the form to ensure proper recording of your responses.
If this is your initial submittal, please email IRAsustainabilitysubmittals@gsa.gov to initiate CIPMO project review.
Please ensure that total costs, energy, and water savings are accurate and reflect that of the entire line item (i.e. totals for all 300 meters).
CIPMO Reviews do NOT need to be conducted for project sheet updates, but our team will be monitoring for data quality concerns.
Energy Conservation
Measure /Water
Conservation Measure
(ECM/WCM)
Identifier
ECM/WCM
Category
ECM/WCM
Technology
Quantity Installed
Advanced Metering Systems
Install advanced metering systems 300
Boiler Plant Improvements Replace boiler 3 Renewable Energy Systems
Install photovoltaic system 1
Further Resources IRA Input Database SOP IRA Project Submittal Form FAQ IRA Project Data Submittal Dictionary
Region Contractor Name Project Manager Name
Project Number (in Kahua) Contractor Email Address
Project Manager Email Address
Project Type (non-ESPC or
ESPC?)
Project Manager Approval Date
Enter Work Item Information Below: Design-Build or Construction Team: Enter LEC Installation Information & Outcomes Construction Manager as Advisor (CMa) or Commissioning Provider (CxP) Certify information below:
Enter your email address Milestone Status Building
Number [1] Building Name Project # (Kahua)
Accounting String ID
(ASID) [2]
Work Item (WI) # [3]
Budget Activity Code [4] LEC Identifier [5] LEC Material Category LEC Material Subcategory
Declared Unit
GWP Limit Specified in the Contract [6]
New GWP Limit Specified in the Contract
Reported Threshold Target Calculated Threshold
Achieved Provide link for Material EPD Description of Material
Installed [7] Quantity Quantity Reporting Unit Product Category Rule (PCR) Product Specific GWP
Embodied Carbon Reduction (Calculated)
Upstream Scope 3
Upstream Plant's ENERGY STAR Energy Performance
Score [8] Year of plant's ENERGY STAR
Energy Performance Score Certify information for this row is accurate Certify the embodied carbon calculations
[9] Email of Certifier (if Different than
Previous Column)
Region Contractor Name Project Manager Name
Project Number (in Kahua) Contractor Email Address
Project Manager Email Address
Project Type (non-ESPC or
ESPC?)
Project Manager Approval Date
Enter Work Item Information Below: Design-Build or Construction Team: Enter E&ST / HPGB Installation Information and Outcomes Construction Manager as Advisor (CMa) or Commissioning Provider (CxP): Validate technology Installation
Enter your email address Milestone Status Building
Number [1] Building Name Project # (Kahua)
Accounting String ID
(ASID) [2]
Work Item (WI) # [3]
IRA Program
(E&ST, HPGB)
Select the guiding principle for the material or technology Deep Energy
Retrofit All Electric
Building Net Zero Energy
Sustainable Building
Energy Conservation
Measure /Water Conservation
Measure
(ECM/WCM)
Identifier [5] ECM/WCM Category [6] ECM/WCM Technology [7]
Quantity Installed
TO Schedule Technology [8]
Emerging & Sustainable Technology
[9]
ECM/WCM
Default
Design Life [10]
Alternative ECM Design Life [11]
Primary Building
Cooling Fuel
Primary Building
Heating Fuel
Refrigerant Involved in
ECM?
Refrigerant
Type
Refrigerant Capacity
Initial ECM/WCM implementation cost
Estimated initial savings associated with ECM/WCM installation Annual O&M Cost Electric Savings
Natural Gas Savings
Fuel Oil Savings
Steam Savings
Chilled Water Savings
Propane Fuel
Savings Water
Savings
Additional notes about ECM/WCM
Certify technology is installed and working properly Email of Certifier Budget Activity
Code [4] (lbs) ($) ($) [12] ($/year) [13] (kWh/year) [14] (scf/year) [15] (gal/year)
[16] mmBtu/year)
[17] (mmBtu/year)
[18] (mmBtu/year)
[19] (gal/year)
[20]
CO0514AA DFC BLDG 25
[1] Location Code (from REXUS)
[2] (8-digit alphanumeric string)
[3] 4 digit numeric string
[4] PG Code for LEC projects: PG24
[5] Unique identifier for project teams to use during data entry process, if necessary. Example, ECM number in TO Schedule
[6] Top 20% of Contract Limits by Material Subcategory
[7] Brief description of what material was used for on the project, supplier, mix type etc.
[8] For glass, upstream cement plant, and steel from integrated mills, ask manufacturer to generate and report their ENERGY STAR Energy Performance Score per: http://www.energystar.gov/epis
Any cement, glass, or integrated steel plant based in the U.S. can use the free ENERGY STAR Energy Performance Indicator tool to generate a score, even if the plant is not ENERGY STAR certified.
[9] Certify that the quantity is accurate, and reported product-specific GWP matches the identified EPD
[10] Location Code (from REXUS)
[11] 8-digit alphanumeric string
[12] 4 digit numeric string as reported in IRIS
[13] PG Code for HPGB Projects: PG21 PG Code for E&ST Projects: PG27
[14] Unique identifier for project teams to use during data entry process, if necessary. Example, ECM number in TO Schedule
[15] AoA Dropdown
[16] AoA Dropdown
[17] Auto populates based on ECM Category and Technology Selected
[18] Auto populates based on ECM Category and Technology Selected
[19] In years
[20] In years. If different than default. Max of 30 year design life
[21] ESPC estimated year one savings e.g. If you install a new high efficiency chiller instead of spending $10,000 to repair the old one, enter $10,000 here.
[22] (Enter cost if O&M contracts will change due to ECM Implementation)
Enter negative value if there will be confirmed O&M savings
[23] Enter negative value if there will be an increase in energy use
[24] Enter negative value if there will be an increase in energy use
1 mmBtu = 974.66 scf
[25] Enter negative value if there will be an increase in energy use
1 mmBtu = 7.246376812 gal
[26] Enter negative value if there will be an increase in energy use
[27] Enter negative value if there will be an increase in energy use
[28] Enter negative value if there will be an increase in energy use
[29] Enter negative value if there will be an increase in energy use
File details come from the government source that posted it. Updated .