HOUSE BILL No. 4384
February 26, 1997, Introduced by Rep. Griffin and referred to the Committee on Education. A bill to amend 1976 PA 451, entitled "The revised school code," by amending sections 623a, 1267, 1274, and 1274a (MCL 380.623a, 380.1267, 380.1274, and 380.1274a), section 623a as amended by 1990 PA 159, section 1267 as amended by 1995 PA 289, section 1274 as amended by 1994 PA 416, and section 1274a as amended by 1990 PA 227, and by adding section 1274b. THE PEOPLE OF THE STATE OF MICHIGAN ENACT: 1 Sec. 623a. An intermediate school board shall adopt written 2 policies governing the procurement of supplies, materials, and 3 equipment. An EXCEPT FOR A PERFORMANCE BASED CONTRACT AUTHO- 4 RIZED UNDER SECTION 1274B OR PACKAGE OF PERFORMANCE BASED CON- 5 TRACTS AUTHORIZED UNDER SECTION 1274B, AN intermediate school 6 district shall not purchase an item or a group of items purchased 7 in a single transaction costing $12,500.00 or more unless 01953'97 TAV 2 1 competitive bids are obtained for those items and the purchase of 2 those items is approved by the intermediate school board. The 3 maximum amount specified in this section shall be adjusted each 4 year by multiplying the MAXIMUM amount for THAT APPLIED IN the 5 immediately preceding year by the percentage by which the average 6 consumer price index for all items for the 12 months ending 7 August 31 of the year in which the adjustment is made differs 8 from that CONSUMER PRICE index's average for the 12 months ending 9 on August 31 of the immediately preceding year and adding that 10 product to the maximum amount that applied in the immediately 11 preceding year, rounding to the nearest whole dollar. 12 Sec. 1267. (1) Before EXCEPT FOR A PERFORMANCE BASED CON- 13 TRACT AUTHORIZED UNDER SECTION 1274B OR PACKAGE OF PERFORMANCE 14 BASED CONTRACTS AUTHORIZED UNDER SECTION 1274B, BEFORE commencing 15 construction of a new school building, or addition to or repair 16 or renovation of an existing school building, except repair in 17 emergency situations, the board of a school district or board of 18 directors of a public school academy, shall obtain competitive 19 bids on all the material and labor required for the complete con- 20 struction of a proposed new building or addition to or repair or 21 renovation of an existing school building. 22 (2) The board or board of directors shall advertise for the 23 bids required under subsection (1) once each week for 2 succes- 24 sive weeks in a newspaper of general circulation in the area 25 where the building or addition is to be constructed or where the 26 repair or renovation of an existing building is to take place. 27 The advertisement for bids shall do all of the following: 01953'97 3 1 (a) Specify the date and time by which all bids must be 2 received by the board or board of directors. 3 (b) State that the board or board of directors will not con- 4 sider or accept a bid received by the board or board of directors 5 after the date and time specified for bid submission. 6 (c) Identify the time, date, and place of a public meeting 7 at which the board or board of directors or its designee will 8 open and read aloud each bid received by the board or board of 9 directors by the date and time specified in subdivision (a). 10 (3) The board or board of directors shall require each 11 bidder for a contract under this section to file with the board 12 or board of directors security in an amount not less than 1/20 of 13 the amount of the bid conditioned to secure the school district 14 from loss or damage by reason of the withdrawal of the bid or by 15 the failure of the bidder to enter a contract for performance, if 16 the bid is accepted by the board or board of directors. 17 (4) The board or board of directors shall not open, consid- 18 er, or accept a bid that the board or board of directors receives 19 after the date and time specified for bid submission in the 20 advertisement for bids described in subsection (2). 21 (5) At a public meeting identified in the advertisement for 22 bids described in subsection (2), the board or board of directors 23 or its designee shall open and read aloud each bid that the board 24 or board of directors received at or before the time and date for 25 bid submission specified in the advertisement for bids. The 26 board or board of directors may reject any or all bids, and if 01953'97 4 1 all bids are rejected, shall readvertise in the manner required 2 by this section. 3 (6) This section does not apply to buildings, renovations, 4 or repairs costing less than $12,500.00 or to repair work nor- 5 mally performed by school district employees. The maximum amount 6 specified in this subsection shall be adjusted each year by 7 multiplying the MAXIMUM amount for THAT APPLIED IN the immedi- 8 ately preceding year by the percentage by which the average con- 9 sumer price index for all items for the 12 months ending 10 August 31 of the year in which the adjustment is made differs 11 from that CONSUMER PRICE index's average for the 12 months ending 12 on August 31 of the immediately preceding year and adding that 13 product to the maximum amount that applied in the immediately 14 preceding year, rounding to the nearest whole dollar. 15 Sec. 1274. (1) The board of a school district or board of 16 directors of a public school academy shall adopt written policies 17 governing the procurement of supplies, materials, and equipment. 18 A EXCEPT FOR A PERFORMANCE BASED CONTRACT AUTHORIZED UNDER SEC- 19 TION 1274B OR PACKAGE OF PERFORMANCE BASED CONTRACTS AUTHORIZED 20 UNDER SECTION 1274B, A school district or public school academy 21 shall not purchase an item or a group of items in a single trans- 22 action costing $12,500.00 or more unless competitive bids are 23 obtained for those items and the purchase of those items is 24 approved by the school board or board of directors. The maximum 25 amount specified in this subsection shall be adjusted each year 26 by multiplying the MAXIMUM amount for THAT APPLIED IN the 27 immediately preceding year by the percentage by which the average 01953'97 5 1 consumer price index for all items for the 12 months ending 2 August 31 of the year in which the adjustment is made differs 3 from that CONSUMER PRICE index's average for the 12 months ending 4 on August 31 of the immediately preceding year and adding that 5 product to the maximum amount that applied in the immediately 6 preceding year, rounding to the nearest whole dollar. 7 (2) The board of a school district or local act school dis- 8 trict or board of directors of a public school academy may 9 acquire by purchase, lease, or rental, with or without option to 10 purchase, equipment necessary for the operation of the school 11 program, including, but not limited to, heating, water heating, 12 and cooking equipment for school buildings, and may pay for the 13 equipment from operating funds of the district or public school 14 academy. Heating and cooking equipment may be purchased on a 15 title retaining contract or other form of agreement creating a 16 security interest and pledging in payment money in the general 17 fund or funds received from state school aid. The contracts may 18 extend for not more than 10 years. 19 Sec. 1274a. (1) The board of a school district, intermedi- 20 ate school district, PUBLIC SCHOOL ACADEMY, or local act school 21 district may provide for energy conservation improvements to be 22 made to school facilities and may pay for the improvements from 23 operating funds of the school district OR PUBLIC SCHOOL ACADEMY 24 or from the proceeds of bonds or notes issued for energy conser- 25 vation improvements or may enter into contracts in which the cost 26 of the energy conservation improvements is paid from a portion of 27 the savings which THAT result from the improvements. These 01953'97 6 1 contractual agreements may provide that the costs of improvements 2 will be paid only if the energy savings are sufficient to cover 3 them. Energy conservation improvements may include, but are not 4 limited to, heating system improvements, fenestration improve- 5 ments, roof improvements, the installation of any insulation, the 6 installation or repair of heating or air conditioning controls, 7 and entrance or exit way closures. 8 (2) The board of a school district, intermediate school dis- 9 trict, PUBLIC SCHOOL ACADEMY, or local act school district may 10 provide for the removal or treatment of asbestos or other mate- 11 rial injurious to health for school facilities and may pay for 12 the improvements from operating funds of the school district OR 13 PUBLIC SCHOOL ACADEMY or from the proceeds of bonds or notes 14 issued for such purpose. 15 (3) Issuance of bonds for the purposes authorized by this 16 section shall be considered as issued for capital expenditures 17 for all purposes including section 16 of article IX of the state 18 constitution of 1963. 19 (4) Energy EXCEPT FOR ENERGY CONSERVATION IMPROVEMENTS 20 THAT ARE ENERGY CONSERVATION MEASURES UNDER A PERFORMANCE BASED 21 CONTRACT AUTHORIZED UNDER SECTION 1274B OR PACKAGE OF PERFORMANCE 22 BASED CONTRACTS AUTHORIZED UNDER SECTION 1274B, ENERGY conserva- 23 tion improvements or substance removal or treatment authorized by 24 this section shall be ARE subject to the competitive bidding 25 requirements of section 1267. 26 (5) If energy conservation improvements are made by a school 27 district, or an PUBLIC SCHOOL ACADEMY, OR intermediate school 01953'97 7 1 district as provided in this section, the school board of the 2 school district, PUBLIC SCHOOL ACADEMY, or an intermediate 3 school district shall report the following information to the 4 Michigan public service commission within 60 days after the com- 5 pletion of the improvements: 6 (a) Name of each facility to which an improvement was made 7 and a description of the conservation improvements. 8 (b) Actual energy consumption during the 12-month period 9 before completion of the improvement. 10 (c) Project costs and expenditures. 11 (d) Estimated annual energy savings. 12 (6) If energy conservation improvements are made as provided 13 in this section, the school board of the school district, 14 PUBLIC SCHOOL ACADEMY, or an intermediate school district shall 15 report to the Michigan public service commission by July 1 of 16 each of the 5 years after the improvements are completed the 17 actual annual energy consumption of each facility to which 18 improvements were made. The forms for the reports required by 19 this section shall be furnished by the Michigan public service 20 commission. 21 SEC. 1274B. (1) IN ADDITION TO THE POWERS SPECIFIED IN SEC- 22 TIONS 623A, 1274, AND 1274A, THE BOARD OF A SCHOOL DISTRICT, 23 PUBLIC SCHOOL ACADEMY, INTERMEDIATE SCHOOL DISTRICT, OR LOCAL ACT 24 SCHOOL DISTRICT OR A CONSORTIUM CONSISTING OF ANY OF THOSE MAY 25 ENTER INTO A PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 26 BASED CONTRACTS UNDER THIS SECTION FOR ENERGY CONSERVATION 27 MEASURES. THE BOARD OF AN INTERMEDIATE SCHOOL DISTRICT MAY ENTER 01953'97 8 1 INTO A CONTRACT OR PACKAGE OF CONTRACTS UNDER THIS SECTION EITHER 2 ON ITS OWN BEHALF OR ACTING ON BEHALF OF 1 OR MORE OF ITS CON- 3 STITUENT SCHOOL DISTRICTS AT THE REQUEST OF THE CONSTITUENT 4 SCHOOL DISTRICT OR DISTRICTS. A BOARD OR CONSORTIUM MAY ENTER 5 INTO A PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED 6 CONTRACTS WITHOUT OBTAINING COMPETITIVE PROPOSALS IF ALL OF THE 7 FOLLOWING REQUIREMENTS ARE MET, AND MAY ENTER INTO A PERFORMANCE 8 BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS AFTER 9 OBTAINING COMPETITIVE PROPOSALS UNDER SUBSECTION (5) IF ALL OF 10 THE FOLLOWING REQUIREMENTS EXCEPT SUBDIVISIONS (A) AND (B) ARE 11 MET: 12 (A) THE BOARD OR CONSORTIUM OBTAINS FROM THE MICHIGAN PUBLIC 13 SERVICE COMMISSION NOT EARLIER THAN 1 YEAR BEFORE ENTERING INTO 14 THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED 15 CONTRACTS THE LIST OF POTENTIAL ENERGY SERVICES PROVIDERS DEVEL- 16 OPED UNDER SUBSECTION (10). 17 (B) AT LEAST 14 DAYS BEFORE ENTERING INTO THE PERFORMANCE 18 BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS, THE 19 BOARD OR CONSORTIUM SHALL PUBLISH IN A NEWSPAPER OF GENERAL CIR- 20 CULATION IN THE COUNTY, AND SHALL FILE WITH THE MICHIGAN PUBLIC 21 SERVICE COMMISSION, A NOTICE THAT THE BOARD OR CONSORTIUM IS 22 INTERESTED IN CONTRACTING FOR ENERGY CONSERVATION MEASURES 23 THROUGH A PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 24 BASED CONTRACTS, THAT PERSONS WHO MAY BE INTERESTED IN PROVIDING 25 THOSE SERVICES MAY CONTACT THAT BOARD OR CONSORTIUM BY A SPECI- 26 FIED DATE, AND SPECIFYING THE NAME AND BUSINESS ADDRESS OF THE 27 PERSON TO BE CONTACTED. 01953'97 9 1 (C) THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 2 BASED CONTRACTS COVERS A PERIOD OF NOT MORE THAN 10 YEARS AFTER 3 INSTALLATION IS COMPLETED. 4 (D) THE PROVIDER FILES WITH THE BOARD OR CONSORTIUM A PER- 5 FORMANCE BOND, INSURANCE POLICY, OR OTHER GUARANTY INSTRUMENT 6 ACCEPTED BY THE DISTRICT AND ISSUED BY A THIRD PARTY INSURER THAT 7 GUARANTEES THE FAITHFUL EXECUTION OF THE PERFORMANCE BASED CON- 8 TRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS IN AN AMOUNT THAT 9 IS AT LEAST EQUAL TO 110% OF THE COMBINED TOTAL OF THE SAVINGS 10 GUARANTEE AMOUNTS DESCRIBED IN SUBDIVISIONS (E) AND (F) AND THAT 11 THE BOARD OR CONSORTIUM DETERMINES TO BE REASONABLE AND NECESSARY 12 TO PROTECT THE INTERESTS OF THE DISTRICT, PUBLIC SCHOOL ACADEMY, 13 OR THE DISTRICTS IN THE CONSORTIUM. THE PERFORMANCE BOND, INSUR- 14 ANCE POLICY, OR OTHER GUARANTY INSTRUMENT SHALL BE EFFECTIVE FOR 15 AT LEAST THE TERM OF THE SAVINGS GUARANTEE AMOUNTS DESCRIBED IN 16 SUBDIVISIONS (E) AND (F). THE BOARD OR CONSORTIUM MAY ALSO 17 REQUIRE A SEPARATE PERFORMANCE BOND, INSURANCE POLICY, OR OTHER 18 GUARANTY INSTRUMENT FOR THE INSTALLATION OF THE ENERGY CONSERVA- 19 TION MEASURES. 20 (E) THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 21 BASED CONTRACTS CONTAINS A WRITTEN GUARANTEE OF A SPECIFIC MINI- 22 MUM AMOUNT OF MONEY THAT THE DISTRICT, PUBLIC SCHOOL ACADEMY, OR 23 THE DISTRICTS IN THE CONSORTIUM WILL SAVE IN ENERGY COSTS AS A 24 RESULT OF THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 25 FORMANCE BASED CONTRACTS, INCLUDING, BUT NOT LIMITED TO, ELECTRI- 26 CAL, GAS, AND OTHER UTILITY COSTS, AND A WRITTEN GUARANTEE BY THE 01953'97 10 1 PROVIDER TO PERFORM THE NECESSARY SERVICE TO ENSURE THAT AT LEAST 2 THAT AMOUNT OF SAVINGS IS REALIZED. 3 (F) THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 4 BASED CONTRACTS CONTAINS A WRITTEN GUARANTEE OF A SPECIFIC MINI- 5 MUM AMOUNT OF MONEY THAT THE DISTRICT, PUBLIC SCHOOL ACADEMY, OR 6 THE DISTRICTS IN THE CONSORTIUM WILL SAVE IN OPERATING COSTS AS A 7 RESULT OF THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 8 FORMANCE BASED CONTRACTS AND A WRITTEN GUARANTEE BY THE PROVIDER 9 TO PERFORM THE NECESSARY SERVICE TO ENSURE THAT AT LEAST THAT 10 AMOUNT OF SAVINGS IS REALIZED. 11 (G) THE PROVIDER AGREES TO MONITOR THE RESULTS OF THE ENERGY 12 CONSERVATION MEASURES. 13 (H) THE BOARD OR CONSORTIUM FINDS THAT THE AMOUNT THE DIS- 14 TRICT, PUBLIC SCHOOL ACADEMY, OR THE DISTRICTS IN THE CONSORTIUM 15 WILL SPEND ON ENERGY CONSERVATION MEASURES UNDER THE PERFORMANCE 16 BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS WILL NOT 17 EXCEED 95% OF THE COMBINED TOTAL OVER THE CONTRACT PERIOD OF THE 18 SAVINGS GUARANTEE AMOUNTS DESCRIBED IN SUBDIVISIONS (E) AND (F). 19 (I) THE BOARD OR CONSORTIUM FINDS THAT THE DISTRICT'S, 20 PUBLIC SCHOOL ACADEMY'S, OR CONSORTIUM'S CONTRACTUAL OBLIGATION 21 IN ANY YEAR OF THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 22 FORMANCE BASED CONTRACTS WILL NOT EXCEED THE ANNUAL SAVINGS GUAR- 23 ANTEE AMOUNTS DESCRIBED IN SUBDIVISIONS (E) AND (F), AS SPECIFIED 24 IN THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED 25 CONTRACTS. 26 (2) IN MAKING FINDINGS UNDER SUBSECTION (1), A BOARD OR 27 CONSORTIUM SHALL COSTS OF THE ENERGY CONSERVATION 01953'97 11 1 MEASURES,CONSIDER ALL INCLUDING, BUT NOT LIMITED TO, COSTS OF 2 DESIGN, ENGINEERING, INSTALLATION, MAINTENANCE, REPAIRS, OPERA- 3 TIONS, AND DEBT SERVICE FOR THE ENERGY CONSERVATION MEASURES. 4 (3) A PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 5 BASED CONTRACTS UNDER THIS SECTION MAY INCLUDE A LEASE WITH AN 6 OPTION TO PURCHASE IF THE LEASE TERM DOES NOT EXCEED 10 YEARS AND 7 THE LEASE CONTRACT MEETS FEDERAL TAX REQUIREMENTS FOR TAX-EXEMPT 8 MUNICIPAL LEASING OR LONG-TERM FINANCING. 9 (4) IF A BOARD OR CONSORTIUM CHOOSES TO ENTER INTO A PER- 10 FORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS 11 UNDER THIS SECTION WITHOUT OBTAINING COMPETITIVE PROPOSALS UNDER 12 SUBSECTION (5), ALL INFORMATION PROVIDED TO THE BOARD OR CONSOR- 13 TIUM BY THE PROVIDER PERTAINING TO THE PERFORMANCE BASED CONTRACT 14 OR PACKAGE OF PERFORMANCE BASED CONTRACTS SHALL BE OPEN FOR 15 PUBLIC INSPECTION AFTER THE PERFORMANCE BASED CONTRACT OR PACKAGE 16 OF PERFORMANCE BASED CONTRACTS IS AWARDED. HOWEVER, THE BOARD OR 17 CONSORTIUM MAY ENTER INTO A SOFTWARE LICENSE AGREEMENT OR NONDIS- 18 CLOSURE AGREEMENT TO PROTECT A PROVIDER'S SOFTWARE OR TRADE 19 SECRETS. SOFTWARE OR A TRADE SECRET, OR BOTH, THAT IS THE 20 SUBJECT OF A SOFTWARE LICENSE OR NONDISCLOSURE AGREEMENT UNDER 21 THIS SUBSECTION IS NOT OPEN FOR PUBLIC INSPECTION AND IS EXEMPT 22 FROM THE FREEDOM OF INFORMATION ACT, 1976 PA 442, MCL 15.231 TO 23 15.246. 24 (5) IF A BOARD OR CONSORTIUM CHOOSES TO OBTAIN COMPETITIVE 25 PROPOSALS FOR A PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 26 FORMANCE BASED CONTRACTS UNDER THIS SECTION, THE BOARD OR 27 CONSORTIUM SHALL ADVERTISE FOR THE PROPOSALS AND SHALL SPECIFY IN 01953'97 12 1 THE NOTICE THE RELATIVE IMPORTANCE OF GUARANTEED SAVINGS, PRICE, 2 FINANCIAL PERFORMANCE AND STABILITY, QUALITY, TECHNICAL ABILITY, 3 EXPERIENCE, AND OTHER FACTORS TO BE USED TO EVALUATE PROPOSALS 4 AND PROPOSERS. THE NOTICE SHALL STATE WHETHER THE PROPOSALS ARE 5 SUBJECT TO NEGOTIATION BETWEEN THE PROPOSER AND THE BOARD OR CON- 6 SORTIUM AFTER THE PROPOSALS ARE OPENED. IF THE BOARD OR CONSOR- 7 TIUM AWARDS A PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 8 FORMANCE BASED CONTRACTS AFTER OBTAINING COMPETITIVE PROPOSALS, 9 THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED 10 CONTRACTS SHALL BE AWARDED TO THE PROPOSER WHOSE PROPOSAL, FOL- 11 LOWING NEGOTIATIONS UNDER SUBSECTION (6), IS SELECTED BY THE 12 BOARD OR CONSORTIUM CONSIDERING THE SAVINGS GUARANTEES AND OTHER 13 EVALUATION FACTORS SPECIFIED IN THE PROPOSAL NOTICE. 14 (6) IF A PROPOSAL NOTICE UNDER SUBSECTION (5) STATED THAT 15 PROPOSALS ARE SUBJECT TO NEGOTIATION AFTER THE PROPOSALS ARE 16 OPENED, A BOARD OR CONSORTIUM MAY NEGOTIATE WITH PROPOSERS AFTER 17 PROPOSALS ARE OPENED AND MAY ALLOW PROPOSAL REVISIONS BEFORE THE 18 AWARD OF THE PERFORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE 19 BASED CONTRACTS. 20 (7) IF PROVIDED IN A PROPOSAL NOTICE UNDER SUBSECTION (5), 21 PROPOSALS SHALL BE OPENED IN A MANNER THAT AVOIDS DISCLOSURE OF 22 TRADE SECRETS TO COMPETING PROPOSERS DURING NEGOTIATIONS. ALL 23 PROPOSALS SHALL BE OPEN FOR PUBLIC INSPECTION AFTER THE PER- 24 FORMANCE BASED CONTRACT OR PACKAGE OF PERFORMANCE BASED CONTRACTS 25 IS AWARDED. HOWEVER, THE BOARD OR CONSORTIUM MAY ENTER INTO A 26 SOFTWARE LICENSE AGREEMENT OR NONDISCLOSURE AGREEMENT TO PROTECT 27 A PROVIDER'S SOFTWARE OR TRADE SECRETS. SOFTWARE OR A TRADE 01953'97 13 1 SECRET, OR BOTH, THAT IS THE SUBJECT OF A SOFTWARE LICENSE OR 2 NONDISCLOSURE AGREEMENT UNDER THIS SUBSECTION IS NOT OPEN FOR 3 PUBLIC INSPECTION AND IS EXEMPT FROM THE FREEDOM OF INFORMATION 4 ACT, 1976 PA 442, MCL 15.231 TO 15.246. 5 (8) A BOARD OR CONSORTIUM MAY PAY FOR A PERFORMANCE BASED 6 CONTRACT OR PACKAGE OF CONTRACTS UNDER THIS SECTION FROM OPERAT- 7 ING FUNDS OF THE DISTRICT, THE PUBLIC SCHOOL ACADEMY, OR THE DIS- 8 TRICTS IN THE CONSORTIUM OR FROM THE PROCEEDS OF BONDS OR NOTES 9 ISSUED FOR ENERGY CONSERVATION MEASURES. ISSUANCE OF BONDS FOR 10 THE PURPOSES AUTHORIZED BY THIS SECTION SHALL BE CONSIDERED AS 11 ISSUED FOR CAPITAL EXPENDITURES FOR ALL PURPOSES INCLUDING SEC- 12 TION 16 OF ARTICLE IX OF THE STATE CONSTITUTION OF 1963. 13 (9) IF ENERGY CONSERVATION MEASURES ARE CONTRACTED BY A 14 BOARD OR CONSORTIUM UNDER THIS SECTION, THE BOARD OR CONSORTIUM 15 SHALL REPORT THE SAME INFORMATION TO THE MICHIGAN PUBLIC SERVICE 16 COMMISSION AS REQUIRED UNDER SECTION 1274A(5) AND (6). THE 17 MICHIGAN PUBLIC SERVICE COMMISSION SHALL FURNISH THE FORMS FOR 18 THE REPORTS REQUIRED BY THIS SUBSECTION. 19 (10) THE MICHIGAN PUBLIC SERVICE COMMISSION SHALL DEVELOP 20 AND MAINTAIN A LIST OF POTENTIAL ENERGY SERVICES PROVIDERS TO BE 21 MADE AVAILABLE TO DISTRICTS, PUBLIC SCHOOL ACADEMIES, AND CONSOR- 22 TIA THAT ENTER INTO A PERFORMANCE BASED CONTRACT OR PACKAGE OF 23 PERFORMANCE BASED CONTRACTS UNDER THIS SECTION WITHOUT SEEKING 24 COMPETITIVE PROPOSALS UNDER SUBSECTION (5). THE MICHIGAN PUBLIC 25 SERVICE COMMISSION IS NOT LIABLE FOR INACCURACIES IN THE LIST OF 26 POTENTIAL ENERGY SERVICES PROVIDERS. THE LIST OF POTENTIAL 27 ENERGY SERVICES PROVIDERS IS INTENDED AND SHALL BE USED ONLY FOR 01953'97 14 1 INFORMATIONAL PURPOSES AND SHALL CONTAIN A DISCLAIMER STATING 2 THAT THE LIST DOES NOT INDICATE A POTENTIAL PROVIDER'S COMPETENCE 3 TO PERFORM ENERGY CONSERVATION MEASURES. UPON REQUEST, THE 4 MICHIGAN PUBLIC SERVICE COMMISSION IMMEDIATELY SHALL MAKE AVAIL- 5 ABLE TO ANYONE THE NAMES AND ADDRESSES OF DISTRICTS, PUBLIC 6 SCHOOL ACADEMIES, CONSORTIA, AND OTHER PERSONS REQUESTING A COPY 7 OF THE LIST OF POTENTIAL ENERGY SERVICES PROVIDERS IN THE 8 12 MONTHS IMMEDIATELY PRECEDING THE REQUEST. IN DEVELOPING AND 9 MAINTAINING THE LIST OF POTENTIAL ENERGY SERVICES PROVIDERS, THE 10 MICHIGAN PUBLIC SERVICE COMMISSION SHALL DO ALL OF THE 11 FOLLOWING: 12 (A) DETERMINE SPECIFIC ENERGY CONSERVATION MEASURES THAT ARE 13 PART OF PERFORMANCE BASED CONTRACTS AND FOR EACH ENERGY CONSERVA- 14 TION MEASURE INDICATE WHICH POTENTIAL ENERGY SERVICES PROVIDERS 15 ON THE LIST ARE WILLING TO PROVIDE IT. 16 (B) ESTABLISH AND IMPLEMENT PROCEDURES FOR INCLUDING IN THE 17 LIST ALL POTENTIAL ENERGY SERVICES PROVIDERS WHO WISH TO BE 18 INCLUDED IN THE LIST. 19 (C) ESTABLISH AND IMPLEMENT PROCEDURES FOR ADDING A POTEN- 20 TIAL ENERGY SERVICES PROVIDER TO THE LIST UPON REQUEST AND FOR 21 AMENDING THE LIST AS REQUESTED BY A POTENTIAL ENERGY SERVICES 22 PROVIDER REGARDING THE ENERGY SERVICES THE POTENTIAL PROVIDER IS 23 WILLING TO PROVIDE. 24 (D) AUTOMATICALLY REMOVE FROM THE LIST ANY POTENTIAL ENERGY 25 SERVICES PROVIDER WHO DOES NOT REQUEST AT LEAST ONCE EVERY 26 24 MONTHS TO BE KEPT ON THE LIST. 01953'97 15 1 (E) ESTABLISH AND IMPLEMENT PROCEDURES FOR MAKING THE LIST 2 IMMEDIATELY AVAILABLE TO ANYONE UPON REQUEST. 3 (11) AS USED IN THIS SECTION: 4 (A) "BOARD" INCLUDES THE BOARD OF A PUBLIC SCHOOL ACADEMY. 5 (B) "ENERGY CONSERVATION MEASURES" MEANS GOODS OR SERVICES, 6 OR BOTH, TO REDUCE ENERGY CONSUMPTION OR OPERATING COSTS OF 7 SCHOOL FACILITIES AND THAT INCLUDE, BUT ARE NOT LIMITED TO, 8 INSTALLATION OR SERVICING OF 1 OR MORE OF THE FOLLOWING: 9 (i) INSULATION OF A BUILDING STRUCTURE AND SYSTEMS WITHIN A 10 BUILDING. 11 (ii) STORM WINDOWS OR DOORS, CAULKING OR WEATHERSTRIPPING, 12 MULTIGLAZED WINDOWS OR DOORS, HEAT ABSORBING OR HEAT REFLECTIVE 13 GLAZED AND COATED WINDOW OR DOOR SYSTEMS, OR OTHER WINDOW OR DOOR 14 MODIFICATIONS THAT REDUCE ENERGY CONSUMPTION. 15 (iii) AUTOMATIC ENERGY CONTROL SYSTEMS, INCLUDING, BUT NOT 16 LIMITED TO, LICENSES FOR COMPUTER SOFTWARE AND TECHNICAL DATA FOR 17 THE SYSTEMS. 18 (iv) HEATING, VENTILATING, OR AIR-CONDITIONING SYSTEMS, MOD- 19 IFICATIONS, OR REPLACEMENTS. 20 (v) LIGHTING FIXTURES THAT INCREASE ENERGY EFFICIENCY. 21 (vi) ENERGY RECOVERY SYSTEMS. 22 (vii) COGENERATION SYSTEMS THAT PRODUCE STEAM OR ANOTHER 23 FORM OF ENERGY FOR PRIVATE USE BY THE DISTRICT, PUBLIC SCHOOL 24 ACADEMY, OR CONSORTIUM IN A BUILDING OR COMPLEX OF BUILDINGS 25 OWNED BY THE DISTRICT, PUBLIC SCHOOL ACADEMY, OR A DISTRICT 26 WITHIN THE CONSORTIUM. 01953'97 16 1 (C) "PERFORMANCE BASED CONTRACT" MEANS AN AGREEMENT UNDER 2 WHICH A PROVIDER, IN RETURN FOR PAYMENTS BY THE DISTRICT, PUBLIC 3 SCHOOL ACADEMY, OR CONSORTIUM, PROVIDES ENERGY CONSERVATION MEA- 4 SURES TO A DISTRICT, PUBLIC SCHOOL ACADEMY, OR CONSORTIUM OF DIS- 5 TRICTS AND IN SO DOING GUARANTEES SPECIFIC LEVELS OF COMFORT AND 6 GUARANTEES THAT THE TOTAL COSTS FOR PROJECT DESIGN, EQUIPMENT, 7 SERVICING, AND FINANCING WILL NOT EXCEED THE SAVINGS REALIZED 8 OVER THE TERM OF THE AGREEMENT. 9 (D) "PROVIDER" MEANS A PERSON WITH WHOM A BOARD OR CONSOR- 10 TIUM ENTERS INTO A PERFORMANCE BASED CONTRACT OR PACKAGE OF PER- 11 FORMANCE BASED CONTRACTS. 12 (E) "TRADE SECRET" MEANS A CONFIDENTIAL FORMULA, PATTERN, 13 DEVICE, OR COMPILATION OF INFORMATION THAT IS USED IN THE 14 PROVIDER'S OR PROPOSER'S BUSINESS AND THAT GIVES THE PROVIDER OR 15 PROPOSER AN OPPORTUNITY TO OBTAIN ADVANTAGE OVER COMPETITORS WHO 16 DO NOT KNOW OR USE IT. 01953'97 Final page. 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