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efta-01454592DOJ Data Set 10OtherEFTA01454592
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DOJ Data Set 10
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efta-01454592
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RRP73 - Elysium
Project Management Process Overview
The Partnership expects to source, develop, ouild and manage projects by using experienced -„„;:
high quality service providers who will be supervised by the Team at all stages''
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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
management partner
• Lockbox cost management
partner
• Establish requirements
• Review/manage performance at
property and portfolio levels
• Identify opportunities to increase
savings
A Fed mat control points
As referred to elsewhere in this presentation, the Team expects to contract with various third parties for purposes of providing sourcing. audit. engineering, design. commissioning. construction.
installation, energy usage measurement and monitoring. and invoicing services to projects. AJthaugh the Partnership has identified likely Ihrid.party service providers it intends to retain to provide
these services. there can be no assurance that these service providers will be available to the Partnership at a reasonable cost and/or for the term of the Partnership or that, if a particular service
provider is not available for a particular project or is deemed not to be qualified for a particular project, adequate alternative service providers will be available at a reasonable cost
Although the Partnership expects to apply these processes with respect to each of its projects, it may adjust. simpfity, tailor or eliminate certain aspects of these processes in the context of particular
projects based on project risk. complexity and cumulative Team experience.
Deutsche Asset
RREEF Retrofit Partners. L.P. For U.S. Person Clients of the U.S./Americas Key Client Partners Desk Only
6, Wedm
June 2014
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0112802
CONFIDENTIAL
SDNY_GM_00258986
EFTA01454592
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