the legal department if possible. H Financing Included in the event the ESCO can Note that federal law Solicitation provide information on financing restricts ESCO’s role in Package approaches and if the client asks advising on financing. If the ESCO to manage in RFP process other financing sources to solicit financing companies on are preferred, provide the client’s behalf. information for the ESCO and eliminate this requirement. I Owner’s MOU Define responsibilities of the facility Customize contract. Get owner (use pre-qualified list, apply approval from the legal secondary selection process, department. provide facility information and access, etc.). J State Executive Orders RFQ Element Description & Key Points Negotiating Items & Recommendations Key Elements Pre-agreed Requests maximum markups and fees. This step removes the markups and fees difficult process for facility owners to evaluate cost proposals. It enables downward negotiation on prices for particular projects. Measurement & Clearly establishes how M&V will be verification carried out, with a plan developed as part (M&V) plan and of the audit contract and a detailed M&V process approach laid out for each measure in the performance contract. (This information is included in the audit contract.) Self-funded If the program plans to be self-funded, Consider a self-funded program give ESCOs advance notice that a small program. Obtain legal percentage of the cost savings stream and procurement may be removed to provide technical approval. This may also services to facility owners in return for a require legislative pre-agreed percentage of the guaranteed approval for an agency to collect a fee for service.
the legal department if possible. H Financing Solicitation Package Included in the event the ESCO can provide information on financing approaches and if the client asks the ESCO to manage in RFP process to solicit financing companies on the client’s behalf. Note that federal law restricts ESCO’s role in advising on financing. If other financing sources are preferred, provide information for the ESCO and eliminate this requirement. I Owner’s MOU Define responsibilities of the facility owner (use pre-qualified list, apply secondary selection process, provide facility information and access, etc.). Customize contract. Get approval from the legal department. J State Executive Orders RFQ Element Description & Key Points Negotiating Items & Recommendations Key Elements Pre-agreed markups and fees Requests maximum markups and fees. This step removes the difficult process for facility owners to evaluate cost proposals. It enables downward negotiation on prices for particular projects. Measurement & verification (M&V) plan and process Clearly establishes how M&V will be carried out, with a plan developed as part of the audit contract and a detailed M&V approach laid out for each measure in the performance contract. (This information is included in the audit contract.) Self-funded program If the program plans to be self-funded, give ESCOs advance notice that a small percentage of the cost savings stream may be removed to provide technical services to facility owners in return for a pre-agreed percentage of the guaranteed Consider a self-funded program. Obtain legal and procurement approval. This may also require legislative approval for an agency to collect a fee for service.
rfq_pre-qualify_escos_rfq_body.docx