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.
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