Selection Process Pre-Proposal Meeting and Site Visit A Pre-proposal Meeting will/will not be held. The purpose of the proposal Meeting will be to review the requirements of this RFP and answer questions from ESCOs. Note: Some procurement officials discourage pre-proposal meetings to avoid inconsistencies. If a pre-proposal meeting is held, plan for a 45-minute meeting to describe the process, timeline, expectations, etc. The pre-proposal meeting will be held on-site/by phone conference. A facility tour will/will not be held following the pre-proposal meeting. No subsequent tours or additional access to buildings will be offered. Note: A facility tour may be omitted and/or limited to discourage ESCOs from presenting mini-audits, because a thorough Investment Grade Audit is necessary to analyze opportunities in a credible way. If a tour is offered, limit the tour to a few key facilities for an hour following the pre-proposal meeting. DATE: Date TIME: Start time to End time (2 hours or less) LOCATION: Physical address, directions: ______________ Phone Conference:_______________ Review of Written Proposals. Proposals must be prepared as described in Attachment A: ESCO Response. Proposers within the competitive range will be invited to participate in the interviews. Interviews. Interviews will provide an opportunity for clarification of the written proposal. ESCO representatives at the interview should include individuals who will be key points of contact and have responsibility for contract negotiation, engineering and design, construction management and follow-up monitoring. Each interview may be tape-recorded. Scores from the written proposal will be modified based on clarifications and the top-ranking ESCO will be considered for award. Final Selection. Final reference checks will be conducted with the apparent awardee (top-ranked ESCO) prior to making the final selection. An award will be made to the selected ESCO. Scope of Work 3.1 Investment Audit and Project Development
Selection Process Pre-Proposal Meeting and Site Visit A Pre-proposal Meeting will/will not be held. The purpose of the Meeting will be to review the requirements of this RFP and answer questions from ESCOs. Note: Some procurement officials discourage pre-proposal meetings to avoid inconsistencies. If a pre-proposal meeting is held, plan for a 45-minute meeting to describe the process, timeline, expectations, etc. The pre-proposal meeting will be held on-site/by phone conference. A facility tour will/will not be held following the pre-proposal meeting. No subsequent tours or additional access to buildings will be offered. Note: A facility tour may be omitted and/or limited to discourage ESCOs from presenting mini-audits, because a thorough Investment Grade Audit is necessary to analyze opportunities in a credible way. If a tour is offered, limit the tour to a few key facilities for an hour following the pre-proposal meeting. DATE: Date TIME: Start time to End time (2 hours or less) LOCATION: Physical address, directions: ______________ Phone Conference:_______________ Review of Written Proposals. Proposals must be prepared as described in Attachment A: ESCO Response. Proposers within the competitive range will be invited to participate in the interviews. Interviews. Interviews will provide an opportunity for clarification of the written proposal. ESCO representatives at the interview should include individuals who will be key points of contact and have responsibility for contract negotiation, engineering and design, construction management and follow-up monitoring. Each interview may be tape-recorded. Scores from the written proposal will be modified based on clarifications and the top-ranking ESCO will be considered for award. Final Selection. Final reference checks will be conducted with the apparent awardee (top-ranked ESCO) prior to making the final selection. An award will be made to the selected ESCO. Scope of Work 3.1 Investment Audit and Project Development proposal
rfp_select_esco_from_pool.docx