Overview The Big Picture What happens during the final ESCO selection? – A client competitively selects an ESCO from a pre-qualified list of contractors The client focuses on finding an ESCO best suited for the client’s facilities Pre-qualified ESCOs are required to use standard contracts and comply with requirements and guidelines Minimum Selection Criteria Eliminate the need for clients to define ESCO capabilities AT-A-GLANCE – FINAL ESCO SELECTION FROM ESCO POOL OF PRE-QUALIFIED ESCOs Title Description & Key Points Negotiating Items & Recommendations Final ESCO Selection Identify at least three ESCOs from A minimum level of competition is Process the pre-qualified list for further recommended. Avoid an audit –Client Guidelines consideration. Request additional competition. information from the three ESCOs, review, and invite the ESCOs to an interview. Select a finalist. Technical Facility Provide information about the Provide information as available. If Profile facilities include a building list available, it will help interested – with square footage, utility costs ESCOs decide whether to respond, from the past three years, future propose a less conservative audit plans, and other information as fee, and perform a better audit if available. selected. If the information is not available, proceed with the selection process. Request Additional Information Title Description & Key Points Negotiating Items & Recommendations 1.0 Overview of Introduction of the ESCO to the Review overviews prepared by Approach evaluation committee. ESCOs in the pre-qualification process. 2.0 Project ESCO’s expertise and experience by Detailed information on projects History market sector. List of projects can also serve as references. including project size and date.
Overview The Big Picture – What happens during the final ESCO selection? A client competitively selects an ESCO from a pre-qualified list of contractors The client focuses on finding an ESCO best suited for the client’s facilities Pre-qualified ESCOs are required to use standard contracts and comply with requirements and guidelines Minimum Selection Criteria Eliminate the need for clients to define ESCO capabilities AT-A-GLANCE – FINAL ESCO SELECTION FROM ESCO POOL OF PRE-QUALIFIED ESCOs Title Description & Key Points Negotiating Items & Recommendations Final ESCO Selection Process –Client Guidelines Identify at least three ESCOs from the pre-qualified list for further consideration. Request additional information from the three ESCOs, review, and invite the ESCOs to an interview. Select a finalist. A minimum level of competition is recommended. Avoid an audit competition. Technical Facility Profile Provide information about the facilities – include a building list with square footage, utility costs from the past three years, future plans, and other information as available. Provide information as available. If available, it will help interested ESCOs decide whether to respond, propose a less conservative audit fee, and perform a better audit if selected. If the information is not available, proceed with the selection process. Request Additional Information Title Description & Key Points Negotiating Items & Recommendations 1.0 Overview of Approach Introduction of the ESCO to the evaluation committee. Review overviews prepared by ESCOs in the pre-qualification process. 2.0 Project History ESCO’s expertise and experience by market sector. List of projects including project size and date. Detailed information on projects can also serve as references.
rfp_select_esco_from_pool.docx