This is a model document only and does not attempt to identify or address all circumstances or conditions you may encounter or desire. Consult with your legal counsel, applicable legislation and procurement staff to adapt it to meet your needs. AT-A-GLANCE – REQUEST FOR QUALIFICATIONS (RFQ) TO PRE-QUALIFY ESCOs Overview The Big Picture What does the RFQ accomplish? – A list of pre-qualified ESCOs Minimum standards and requirements for ESCO performance How does the RFQ streamline the procurement process for clients? Eliminates the need for clients to evaluate ESCO capabilities Shortens the timeline for project development by eliminating the need for clients to initiate an RFP process How does the RFQ set the for the program? Describes the program’s role Establishes the program’s authority with respect to ESCOs and clients A number of elements can be considered for inclusion in a practices” RFQ adopted by a “best state energy office. These RFQ elements are listed below. AT-A-GLANCE – REQUEST FOR QUALIFICATIONS (RFQ) TO PRE-QUALIFY ESCOs Title Description & Key Points Negotiating Items & on Recommendations Overview and Program overview, intent, historical Provide the ESCO with a Background background, role of the state, snapshot of the state’s information how the ESCO will be intention, a broader selected for a project (two-step view of the state’s procurement process with interests, and how to go followed by secondary beyond pre-qualification selection process). to final selection for a project. Proposal Administrative requirements and Customize with your submittal and processes for ESCSOs (proposal specific procurement requirements.
This is a model document only and does not attempt to identify or address all circumstances or conditions you may encounter or desire. Consult with your legal counsel, applicable legislation and procurement staff to adapt it to meet your needs. AT-A-GLANCE – REQUEST FOR QUALIFICATIONS (RFQ) TO PRE-QUALIFY ESCOs Overview The Big Picture – What does the RFQ accomplish? A list of pre-qualified ESCOs Minimum standards and requirements for ESCO performance How does the RFQ streamline the procurement process for clients? Eliminates the need for clients to evaluate ESCO capabilities Shortens the timeline for project development by eliminating the need for clients to initiate an RFP process How does the RFQ set the for the program? Describes the program’s role Establishes the program’s authority with respect to ESCOs and clients A number of elements can be considered for inclusion in a “best practices” RFQ adopted by a state energy office. These RFQ elements are listed below. AT-A-GLANCE – REQUEST FOR QUALIFICATIONS (RFQ) TO PRE-QUALIFY ESCOs Title Description & Key Points Negotiating Items & Recommendations Overview and Background Program overview, intent, historical background, role of the state, information on how the ESCO will be selected for a project (two-step procurement process with followed by secondary selection process). Provide the ESCO with a snapshot of the state’s intention, a broader view of the state’s interests, and how to go beyond pre-qualification to final selection for a project. Proposal submittal and Administrative requirements and processes for ESCSOs (proposal Customize with your specific procurement requirements.
rfq_pre-qualify_escos_rfq_body.docx