Owner competitively selects an ESCO from a list of ESCOs (check with your state energy office to inquire about a pre-qualified list of ESCOs) Find an ESCO best suited for your facilities Selection Criteria ESCOs are evaluated on qualifications including project history, financial capability, technical approach and management approach ESCOs are also evaluated on cost markups and fees (information that can be supplied prior to any detailed analysis of the project scope and costing) Section Description & Key Negotiating Items & Points Recommendations Technical Facility Provide information to the Provide information as available. Profile three ESCOs about the If available, it will help the facilities include a selected ESCO in the later audit – building list with square stage. If the information is not footage, utility costs from available, proceed with the the past three years, future selection process. plans, and other information as available. 1.0 Overview of Introduction of the ESCO to This provides an introduction to Approach the evaluation committee. the evaluation committee. 2.0 Project History ESCO’s expertise and Detailed information on projects experience by market can also serve as references. sector. List of projects including project size and date. 3.0 Qualifications ESCO’s background, financial capability, industry accreditations, general of services. 4.0 Financial Invite a financial specialist to Soundness & review and score this section Stability independently. 5.0 Technical ESCO’s approach to Approach auditing, M&V, commissioning, operations and maintenance, and handling of savings shortfalls.
Owner competitively selects an ESCO from a list of ESCOs (check with your state energy office to inquire about a pre-qualified list of ESCOs) Find an ESCO best suited for your facilities Selection Criteria ESCOs are evaluated on qualifications including project history, financial capability, technical approach and management approach ESCOs are also evaluated on cost markups and fees (information that can be supplied prior to any detailed analysis of the project scope and costing) Section Description & Key Points Negotiating Items & Recommendations Technical Facility Profile Provide information to the three ESCOs 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 the selected ESCO in the later audit stage. If the information is not available, proceed with the selection process. 1.0 Overview of Approach Introduction of the ESCO to the evaluation committee. This provides an introduction to the evaluation committee. 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. 3.0 Qualifications ESCO’s background, financial capability, industry accreditations, general of services. 4.0 Financial Soundness & Stability Invite a financial specialist to review and score this section independently. 5.0 Technical Approach ESCO’s approach to auditing, M&V, commissioning, operations and maintenance, and handling of savings shortfalls.
rfp_facility_owners_select_esco.docx