Case Study: Performance Contracting

Memorial Elementary School

Hart County SchoolsMunfordville, Kentucky

Energy Efficiency Meets Historic Preservation

Memorial Elementary School has been a cornerstone of education in the Hart County, Kentucky community since its establishment in 1943. Serving 350 students, the iconic brick masonry and heavy timber-framed building underwent additions in 1948 and 1963, presenting unique challenges for modernizing building systems while also preserving its original architectural character. To address these challenges, the district partnered with CMTA in 2021 to renovate the facility through an Energy Savings Performance Contract. This initiative focused on retrofitting the HVAC system, lighting, and building envelope with minimal disruption to the school's historic integrity. Completed in summer 2023, the project transformed Memorial Elementary from one of the district’s highest energy consumers to its most efficient building—all while preserving its historic legacy.

The Challenges

  • Modernize building systems while preserving historic integrity
  • Reduce energy consumption for long-term sustainability and utility cost savings
  • Alleviate operation and maintenance challenges for greater system reliability
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When CMTA let me know there was a possibility of getting a substantial check from the federal government for doing the work we had already done, it was a no brainer. The process was painless to us. CMTA’s customer service is second to none. Created with Sketch.

Nathan Smith

Hart County Schools Superintendent

The Solutions

One of the main project challenges was preserving Memorial Elementary’s historic integrity while integrating modern HVAC technology. Initially, the client sought a straightforward like-for-like system replacement. However, through a comprehensive life cycle cost analysis, CMTA demonstrated that a ground source heat pump (GSHP) system would provide a more cost-effective and sustainable solution. The decision to transition to geothermal was the result of a collaborative selection process that engaged key stakeholders—including the maintenance director, construction director, and an owner’s representative—ensuring alignment with the project goals and the district’s long-term vision.

Key upgrades included replacing the outdated propane-fired boiler and fluid cooler system with the GSHP solution, complemented by a decoupled Dedicated Outdoor Air System (DOAS) for efficient fresh air delivery. Twinned console heat pumps replaced classroom unit ventilators, providing greater resiliency, energy savings, and insulation by eliminating external penetrations. Similarly, the gym’s four gas-fired rooftop units (RTUs) were replaced with two heat pumps, delivering staged operation to efficiently meet variable loads. Envelope enhancements further contributed to energy savings, including closed-cell polyurethane foam at wall-to-roof junctions to reduce infiltration.

Special attention was given to preserving the school’s historic facade. As a result, DOAS units were strategically positioned to remain hidden—one behind the main building on the gym’s 80-year-old timber frame barrel roof and another on the classroom wing roof, both concealed without unsightly screens. New chases were carefully designed to route ductwork without disrupting the building’s decorative murals. These thoughtful innovations honored the school’s architectural heritage while significantly improving its energy performance and indoor environment.

A new building automation system (BAS) was also installed and commissioned, enabling occupancy scheduling, start-time optimization, and demand-based control for precise HVAC operations. Ventilation systems were upgraded with strategically placed Energy Recovery Units (ERUs) in high-demand spaces like the cafeteria, gym, and basement classrooms. Integrated into the BAS, these units provide precise temperature and humidity control and dynamically adjust to maintain CO₂ levels below 700 PPM, enhancing indoor air quality to provide a healthy and comfortable learning environment. Additional improvements included converting the entire building to LED lighting and transitioning to 100% electric operation, eliminating fossil fuels and boosting efficiency.

Improved Operation & Maintenance

Prior to the renovation, Memorial Elementary’s aging HVAC system was plagued by frequent breakdowns, outdated equipment, and high maintenance costs. Classroom unit ventilators and water-source heat pumps were unreliable and required constant repairs, often relying on temporary solutions like opening windows for thermal comfort. The new DOAS/GSHP system was designed to alleviate these challenges, with all-new equipment designed and installed to provide ease of access and maintenance, as well as a user-friendly BAS. Facilities staff can now monitor and manage the system remotely, reducing the need for on-site maintenance, and more efficiently complete regular preventative maintenance tasks. This streamlined operation ensures greater system reliability and ease of troubleshooting, significantly reducing operational disruptions. The project team also commissioned the project, ensuring a cohesive process from design to implementation and verifying that the building systems perform as intended.

After installation, the team held comprehensive on-site training for facilities staff, covering the equipment and control systems in detail. These measures ensure the system continues to operate with optimal energy efficiency while remaining easy to maintain over time.

The Results

Through a combination of envelope improvements, advanced equipment installation, and optimized system operations, Memorial Elementary achieved a dramatic 66% reduction in energy consumption, lowering the building’s annual Energy Use Index (EUI) from 71.8 kBTU/ft² to just 24.1 kBTU/ ft². This energy use reduction annually avoids 239 metric tons of CO₂ equivalent (MTCO₂e). In addition, despite being fully electrified, the building reduced peak demand on the local power grid by nearly 10%, easing the strain on the region’s power generation and distribution systems.

Memorial Elementary School’s renovation serves as a benchmark for high-performance upgrades, showcasing the potential of energy savings performance contracts to deliver impactful results. Following the success of this project, CMTA implemented another geothermal system within the district, further proving the feasibility of renewable energy investments through cost savings, improved energy efficiency, and long-term sustainability.

Memorial Elementary Energy Use

[{"x":"JAN","Baseline":"11.0","Guaranteed":"3.0","Actual Yr 1":"3.0"},{"x":"FEB","Baseline":"19.0","Guaranteed":"5.0","Actual Yr 1":"4.0"},{"x":"MAR","Baseline":"28.0","Guaranteed":"8.0","Actual Yr 1":"7.0"},{"x":"APR","Baseline":"31.0","Guaranteed":"10.0","Actual Yr 1":"8.5"},{"x":"MAY","Baseline":"35.0","Guaranteed":"12.0","Actual Yr 1":"11.0"},{"x":"JUN","Baseline":"39.0","Guaranteed":"15.0","Actual Yr 1":"14.5"},{"x":"JUL","Baseline":"42.0","Guaranteed":"18.0","Actual Yr 1":"16.5"},{"x":"AUG","Baseline":"49.0","Guaranteed":"21.0","Actual Yr 1":"18.0"},{"x":"SEP","Baseline":"52.0","Guaranteed":"25.0","Actual Yr 1":"20.0"},{"x":"OCT","Baseline":"57.0","Guaranteed":"28.0","Actual Yr 1":"21.0"},{"x":"NOV","Baseline":"62.0","Guaranteed":"30.0","Actual Yr 1":"22.0"},{"x":"DEC","Baseline":"72.0","Guaranteed":"32.0","Actual Yr 1":"24.0"}]
WHAT DOES THIS DATA MEAN?
BASELINE: THE ANNUAL ENERGY CONSUMPTION BEFORE THE PROJECT
GUARANTEED: CMTA'S GUARANTEED ENERGY USE FOR THE CLIENT POST-PROJECT
ACTUAL: THE MEASURED ENERGY USE AFTER THE PROJECT