#11386·EHS
Marathon Energy Efficiency Program
Plant-wide energy efficiency retrofit including LED lighting, HVAC recommissioning, and steam trap renewal.
West · Marathon Site
Cody Smith PM
Jake Morales Submitter
Oct 17, 2026 Est. completion
Mar 21, 2026 Approval date
12 years Useful life
Approval timeline
- DirectorSarah KimApproved1 month ago
- VP SupplyMike ChenApproved1 month ago
- VP OpsLinda RodriguezApproved1 month ago
- CFOMatt AndersonApproved1 month ago
- CEOTom BlakeApproved1 month ago
Total cost$425,000
Spent to date$32,0008% of budget
Forecast remaining$393,000
Annual benefit$285,000
Problem
Utility audit flagged ~$285k/yr in recoverable energy spend across lighting, HVAC, and steam systems.
Proposed solution
Combined efficiency retrofit with performance-contracting structure; payback under 18 months.
Justification
No justification drafted yet. Click “Draft with AI” to generate one from the problem & solution fields.
Alternatives
| Option | Description | Total cost | Useful life | Recommended |
|---|---|---|---|---|
| Option 1 — Recommended | Combined efficiency retrofit with performance-contracting structure; payback under 18 months. | $425,000 | 12 yrs | ✓ |
| Option 2 — Rebuild in place | Rebuild existing equipment in place with refurbished components. Lower upfront cost but shorter useful life and higher maintenance ongoing. | $276,250 | 8 yrs | — |
Payback & benefit
Simple payback14 months
5-yr NPV$812,672
IRR60.8%
Actuals (from ERP)
Sourced from the financial system integration. Last sync 2 hours ago.
4 transactions · $32,000
| Date | Vendor | Description | Amount |
|---|---|---|---|
| Apr 16, 2026 | Peerless Mfg | Final invoice | $6,826 |
| Nov 30, 2025 | Applied Industrial Technologies | Vendor down payment / mobilization | $8,560 |
| Nov 29, 2025 | WW Grainger | Progress billing | $8,438 |
| Nov 28, 2025 | Kice Industries | Progress billing | $8,176 |
Attachments
- vendor-quote.pdf(245 KB)
- site-photo.jpg(1820 KB)