EFTA01454620.pdf

RRP72 - Southern Financial Project Management Process Overview I he Partnership expects to source, develop, ouiid and manage projects by using experienced6,. high quality service providers who will be supervised by the Team at all stages'' Ongoing Active Project Engineering Building Pre-profiling Construction Energy Management and Development and Invoicing Go/no-go - Project Committee Approval - Project close out - Letter of intent signed - ESA signed - Gross Max Price construction contract signed • 3rd party firms identify attractive • Baseline energy audit • Competitively bid trades • Building energy performance 0 project opportunities • Engineering design (multi-step) • Award contracts monitored and adjusted c • Standardized information and pricing • Project construction • Monthly invoices adjusted as per in gathering to vet projects • ESA financial modeling • Project commissioning and close contract ar • Building owner alignment out • Payment management O • Customer care as required Ce • Broad network of referral • Limited roster of experienced • Single construction manager • Software-as-a-service strategic services developers oversees all trades and work partner for AEM U - Facility managers • 3rd party engineering assurance • Guaranteed max price contracts • Invoicing and utility bill - Consultants partner • Owner's representative agent management partner - Equipment manufacturers coordinates project specific • Lockbox cost management • Paid only for completed projects items partner • Define screening criteria • Define underwriting criteria • Review/action reports on • Establish requirements • Review proposals • Review interim milestones and schedule, costs, and risks • Review/manage performance at • Select projects to progress authorize expenditures • Authorize payments property and portfolio levels • Negotiate ESA letter of intent • Negotiate ESA contract • Manage change requests and • Identify opportunities to increase <'tt • Propose deals for Project owner concerns savings I- Committee approval • Approve commissioning milestones and project close out A F oi mai 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. Although the Partnership has identified likely thad.party service providers it intends to retain to provide these services. there can be no assurance that these serace providers will be available to the Partnership at a reasonable cost and/or for the team 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. simplify, 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 June 2014 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0112861 CONFIDENTIAL SDNY_GM_00259045 EFTA01454620