ESCO Model Contracts
The ESCO Model Contract Library provides a list of ESCO contracts and supporting documents provided by a variety of countries and organisations. In some cases, the resources also provide a wider set of documents related to public procurement of ESCO services, including the provision of contracts for a variety of different types of interventions and ESCO contract modality.
We aim to continuously expand our ESCO Model Contract Library. Please reach out to us if you know of other standard contracts or related relevant documents that you deem could provide added value to the ESCO community
Australia
Victorian Government
Energy Performace Contract templates
The website provides list of documents related to requests for proposals of Energy Perfomrmance Contracts, including:
– A Standard Energy Performance Contract
– A Standard Detailed Facility Study Agreement
– Measurement and Verification Plan
– Detailed Facility Study Template
– Project Plan Template
– Green Government Buildings Guidelines
– Request for Proposal template and evaluation matrix
Bulgaria
Sustainable Energy Development Agency
Standard Energy Performance Contracts for ESCOs
The website provides a model contract for guaranteed savings and a model contract for shared savings including supporting documents and guidelines.
*In Bulgarian
Canada
Natural Resources Canada’s Office of Energy Efficiency
Energy Performance Contracting: Guide for Federal Buildings
The document provides a guide for planning and implementing an energy performance contract for federal buildings. It provides information on:
– How an energy performance contract works
– Factors that must be present before implementation
– Typical issues that can arise during a contract’s life cycle
– The role of energy service companies
– Guidance on establishing and managing a mutually satisfactory arrangement
China
National Library of Standards
https://www.nssi.org.cn/nssi/front/index.jsp
The Chinese National Library of Standards provides the option to purchase the national standard for the ESCO business model, which includes technical guidance and a model ESCO business contract for shared savings, guaranteed savings, and energy management outsourcing.
France
Entreprises Générales de France BTP
Standard clause for energy performance contracts (EPC)
The website provides a list of documents related to the launch of energy efficiency projects through energy performance contracting developed by the French National Federation of Concessioning and Regulated Authorities (FNCCR), including:
– A user guide for the application of the standard clauses for energy performance contracts
– Standard contract templates for public competitive calls
– Standard contract templates for public competitive calls, according to a procedure with negotiation
– General Administrative clauses applicable to energy performance contracts for buildings
– Special Administrative Clauses Specifications for energy performance contracts
– Consultation Rules for awarding energy performance contracts, according to a procedure with negotiation
– Consultation Rules for awarding energy performance contracts, according to a competitive procedure
*In French
Germany
Klimaschutz- und Energieagentur Baden-Württemberg
The website provides a comprehensive list of documents related to the launch of energy efficiency projects through energy performance contracting, including:
– Energy Performance Contracts and supporting documents
– Heating-related energy efficiency contracts and supporting documents
– Streetlighting-related guaranteed savings contracts and supporting documents
– Small-scale contract template and supporting documents
*In German
India
Alliance for an Energy Efficient Economy (AEEE)
Model ESCO Performance Contract
The model contract provides broad contours of an agreement to help ESCOs and host companies avoid pitfalls in working with outsourced energy efficiency improvement projects. It has been prepared after consultation with stakeholders and adjusted for the financial and legal systems in India.
Ireland
Sustainable Energy Authority of Ireland
Sample Energy Performance Contract
The document consists of a model contract template for guaranteed and shared savings.
Malaysia
Malaysia Association of Energy Service Companies
MAESCO Master Agreement EPC MIEEIP 20221020
The document provides an energy performance contract template developed under the Malaysian Industrial Energy Efficiency Improvement Project
Philippines
Department of Energy
Inter-Agency Energy Efficiency and Conservation Committee Resolution No. 5, series of 2022, which attaches the Government Energy Management Program (GEMP) Guidelines
The Resolution’s Annex C Describes the outline of the required Terms and Conditions for Energy Savings Performance Contracts. It further provides an overview of the ESCO Business Model and Financing Structures (Annex D), Request for Proposal (Annex E), ESCO-based Project Proposals (Annex F) and Measurement and Verification Concepts (Annex G).
Poland
Ministry of Climate and Environment
Guidelines for Energy Performance Contracting
The website provides the Polish guidelines for EPC energy performance contracting, including:
– a comprehensive guide to carrying out EPC projects at all stages of their implementation
– ready-to-sign EPC model contracts for three types of energy efficiency projects:
– thermo-modernization projects
– modernization of street lighting
– ESCO/EPC energy management
as well as contractual clauses for hybrid projects and projects with a net value exceeding PLN 25 million.
*In Polish
Portugal
Electronic Republic Diary
Ordinance No. 671/2022
Regulates the standard parts and procedures for energy efficiency management contracts, to be signed between the State and energy service companies
* In Portuguese
Slovak Republic
Ministry of Finance of the Slovak Republic
EPC Methodology and Contract template
The website provides links to documents relevant to Energy Performance Contracting in the public sector, including:
– A guiding document for preparing and executing Energy Performance Contracts
– An Energy Performance Contract template
*In Slovak and English
Spain
Ministry of Ecological Transition and Demography
Administrative Clauses and Technical Conditions for Contracting of Energy Services in Public Building
The websites provide information on the specifications and administrative conditions for contracting of energy services in public building and municipal Outdoor lighting, including standard contract templates.
*In Spanish
Taiwan (OBS)
Taiwan Energy Service Association (TESA)
Model ESPC Contract Taiwan Govt Procurement revised 20220113
*In Chinese
United Arab Emirates – Dubai
Regulatory & Supervisory Bureau for Electricity and Water of Dubai
Shared savings contract
The website provides a model Shared Energy Savings Contract and a document containing optional clauses that may be inserted in the standard form Shared Energy Savings Contract.
United States of America
Office of Energy Efficiency & Renewable Energy
Model Documents for an Energy Savings Performance Contract Project
The website provides a comprehensive list of documents related to the launch of energy efficiency projects through energy performance contracting, including:
– Approaches for ESCO solicitation (Pre-qualification and standard request for proposals
– Model documents for investment-grade audits and project proposals
– Model energy performance contract
– Model documents for competitive selection of financial firms through financial solicitation
Econoler
Simplified Standard ESCO Contracts
Preparation of Guidelines for EPC Contracting for ESCOs and Case Study Development
The document provides three contract templates developed for the Turkish Ministry of Energy and Natural Resources, including:
– Verified Savings energy performance contract template
– Guaranteed Savings Energy Performance template
– Lease contract template
LAUNCH
Draft Standard SEAD-END Client Contract
The website provides a downloadable contract template for “Energy as a Service” developed as part of the EU Horizon 2020 financed LAUNCH project.
IEA
Solar Heating and Cooling Programme
The document provides a model ESCO contract for solar thermal energy provision.
European Union (EU)
European Standards
Energy Performance Contracts. Minimum requirements
The European Standard is available for purchase. This document sets out the minimum requirements for EPC intended for application to existing properties. The requirements are designed to provide :
– transparency throughout the process leading to the energy performance contract ;
– cost-effectiveness in relation to the benefits generated by the energy efficiency measure;
– a toolbox for quality assurance, risk reduction and risk allocation;
– Relevant information needed for financial and technical calculations, both for the beneficiary and the energy service provider.