ARRA State Programs SBA

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ARRAState ProgramsSBABuy American

• May 28, 2009

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Agenda

• Stimulus Funding Overview Wheres the money
  going?
• State programs
• Navigating the State Stimulus Websites
• Small Business Administration (SBA)
• What does the Buy American clause mean?
• Actions Next steps

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Areas of focus for Commercial Building Controls

• Aid to States State Fiscal Stabilization
  Program - 7.4B
• DOE - Local government Energy Efficiency Block
  Grants - 6.3B
• State Energy Program - 3.1 billion
• Energy Efficiency and Conservation Block Grant -
  3.2 billion
• GSA Federal buildings - 5.5B
• DOD Energy Efficiency - 3.8B
• DOI - Waste Water Treatment Facilities - 6.4B
• DOD - Medical facilities - 1.7B
• HUD - Public Housing Capital Fund - 4 B State
• VA medical Facilities - 1B
• DOD - Troop Housing - .3B

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State Fiscal Stabilization Program

• What is the State Fiscal Stabilization Fund
  (Stabilization) program?
• The Stabilization program is a new, one-time
  appropriation of approximately 48.6B that the
  U.S. Department of Education will award to
  Governors to help stabilize State and local
  budgets in order to minimize and avoid reductions
  in education and other essential services, in
  exchange for a States commitment to advance
  essential education reform
• What are the two components of the Stabilization
  program?
• Education Stabilization Fund (CFDA No. 84.394)
  41.2B
• States must use this Fund to restore State
  support for elementary
• and secondary education, public higher education,
  and, as applicable, early childhood education
  programs and services.
• Government Services Fund (CFDA No. 84.397).
  7.4B
• States must use this Fund for public safety and
  other government services, which may include
  assistance for elementary and secondary education
  and public institutions of higher education
  (IHEs), and for modernization, renovation, or
  repair of public school facilities and IHE
  facilities.

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Action Engaging with Fed, State, Munis

• States
• Identify ACS leaders to have conversations with
  State Congress where we have large HON
  footprints.
• Key Messages Total ACS Energy Portfolio, Impact
  to jobs, Energy Efficiency Impacts
• Support Prepare a collateral package of key
  offerings and HON overview and key points

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DOE -State Energy Program (SEP) - 3.1 billion

• Description
• State funding
• Funds projects such as LED lights, buildings
  retrofits, LEED program, renewable energy
  projects, performance contracts, revolving loans,
  etc. CA spend description
• Implementing building, industrial and
  transportation energy efficiency programs
• Expanding distributed generation, renewable
  energy and public education programs
• Conducting any activity to improve energy
  efficiency, increase use of renewable energy or
  increase energy efficiency and economic
  development.
• Appears to be largely for commercial buildings
• Typically 20 cost share, but with ARRA, no cost
  share also, can spend 100 on capital (used to
  be 50)
• States need to balance between creating jobs now
  vs. sustaining programs
• States required to send full plan by 5/12/09
• Funding release - 10 will be provided upfront,
  40 upon submission of plan, could be released by
  mid-June if they are compliant to guidance
• Plans expected to come in quickly, funding to be
  approved as soon as plans are made available
• Offerings- HVAC Controls Building Supervisor,
  Electronic Thermostats, Sensors (Temp., Humidity,
  CO2, Occupancy), Variable Frequency Drives,
  Economizers, Actuators, Dampers

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DOE Sponsored EECBG - 3.2 billion

• Description
• State funding
• No history, brand new program. Check
  www.eere.energy.gov
• To help state and local governments make
  investments that make them more energy efficient
  and reduce carbon emissions
• Breakdown of 3.2B
• 2.2B or 68 to local government, counties,
  cities, and towns
• 900M or 28 to state energy offices
• 100M or 4 for competitive grants, tribes (we
  heard from DOE - 400M in competitive
  solicitation)
• Funding over 2-3 months
• Guidance on program coming soon
• Offerings - HVAC Controls Building Supervisor,
  Electronic Thermostats, Sensors (Temp., Humidity,
  CO2, Occupancy), Variable Frequency Drives,
  Economizers, Actuators, Dampers
• DOE EECGB website providing details on the
  registration and grant submission processes
  http//apps1.eere.energy.gov/wip/block_grants.cfm
• Register for a DUNS http//fedgov.dnb.com/webform
  /displayHomePage.do
• Register with the CCR http//www.ccr.gov/
• CCR Users Guide very helpful step by step
  directions http//www.ccr.gov/Handbook.aspx

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How Funding Will Be Tracked Recovery.gov

• www.Recovery.gov
• Each Federal agency will publish on the website
• A plan for using funds made available in this Act
  to the agency
• All announcements for grant competitions,
  allocations of formula grants, and awards of
  grants
• States will have links to their Recovery
  information via this website
• Will list projects and other funding details

Recovery.gov is Key for Sales Efforts
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Honeywell ECC Stimulus Webpage
http//customer.honeywell.com/Stimulus
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Small Business Association the ARRA
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Small Business Association the ARRA

• Applying for an ARC Loan ARC Loans are provided
  by commercial lenders and guaranteed by the SBA. 
  Your next step is to contact your lender who will
  help you determine if you are a candidate for an
  ARC Loan.  Questions they may ask include the
  following
• Does your small business have an established
  banking relationship?
• Has your small business been in operation for a
  minimum of two years?
• Do you have financial statements (balance sheet,
  income statement, and cash flow statement) which
  demonstrate your business had a positive cash
  flow in one of the past three years (or as long
  as your business has been operating, if less than
  three years)? 
• Does your cash flow projection for the next two
  years indicate sufficient cash flow to meet your
  current and future loan payments?
• Regarding your debts, is your business no more
  than 60 days past due on any loan (you can be
  current on all your debt obligations and still
  qualify for an ARC Loan)?

www.sba.gov
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Buy American clause

• Products sold into Federally funded jobs need to
  be made in the US unless the following is true
• Reasonable commercial quantities of satisfactory
  quality alternative domestic products are not
  readily available.
• The cost of a domestic alternative increases the
  cost of the entire project by more than 25.
• The selection of a non-domestic alternative is in
  the best interest of the public good.
• The total project cost exceeds 7,433,000, in
  which case products manufactured in countries
  with existing trade agreements may be used.
• The products are components of a larger product
  or assembly that is manufactured in the US.  In
  this case, only the final assembly must meet the
  domestic manufacturing requirement.
• Honeywell actions to maximize customer
  opportunities
• Compile a product listing of all product families
  and their country of origin.  
• Identify those product families that do not have
  a competitive domestic alternative
• Agree on a statement of guidance to be
  communicated to the field that includes the above
  product list or a reference link to that list.
• A proactive approach to addressing these
  constraints will help customers feel enabled to
  bid on these ARRA jobs and not walk away from
  these jobs because they dont fully understand
  the rules.

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Actions to Capture ARRA Funding

• What can you do?
• Get contractors and distributors setup with DUNS
  and CCR (No Cost)
• Revisit existing relationships at State, and
  Local public facilities
• Dust off old bids and estimates for public jobs
  and renew contacts
• Participate in weekly Honeywell Stimulus webcasts
• Honeywell Support
• Develop ARRA Field Navigation Guide
• Process maps
• Documentation samples
• FAQs
• Guidance for States
• Guidance for key Verticals
• Guidance for Dodge and Reed job reports
• Complete ACS Energy Efficiency and Conservation
  Brochure
• Maintain and expand the customer.honeywell.com/sti
  mulus website
• Key Links (ex. DOD job list in pivot table
  format, GSA job list)