18159-26_SUPPLIER.pdf

RFI 18159-26

Proprietary and Confidential 8/20/26 9:02 AM

A NEW DAY.

Request for Information for

Energy management software, autonomous/predictive controls, and M&V-

Services

Company City of Jacksonville Buyer Robert Waremburg

E-mail rwaremburg@coj.net

This document has important legal consequences. The information contained in this document is proprietary of City of Jacksonville. It shall not be used, reproduced, or disclosed to others without the express and written consent of City of Jacksonville.

All responses to this solicitation must be submitted through the City's e-procurement system 1Cloud. If you need to refresh yourself on the instructions for viewing and responding to solicitations, please refer to the training information posted on the supplier portal located on the COJ Procurement Division website.

https://www.jacksonville.gov/departments/finance/procurement https://www.jacksonville.gov/departments/finance/procurement

Table of Contents

1 Overview

1.1 General Information

1.2 Schedule

1.3 Negotiation Controls

1.4 Response Rules

1.5 Terms

2 Requirements

2.1 General Requirements

2.2 Response Attachments

1 Overview

1.1 General Information

Title Energy management software, autonomous/predictive controls, and M&V- Services

Synopsis Energy management software, autonomous/predictive controls, and M&V-related platforms and services

Buyer Robert Waremburg E-Mail rwaremburg@coj.net

1.2 Schedule

Preview Date Open Date 8/20/26 9:02 AM

Close Date 9/24/26 4:00 PM Time Zone Eastern Standard Time

Pre-Bid Conference Location

Pre-Bid Date/Time Question Cutoff

Date/Time

1.3 Negotiation Controls

Response Visibility Sealed

1.4 Response Rules

This negotiation is governed by all the rules displayed below.

Rule Suppliers are allowed to revise their submitted response up until Bid closing

1.5 Terms

Payment Terms Freight Terms Freight Prepaid Shipping Method Best Way FOB FOB Destination

Negotiation Currency USD (US Dollar) Price Precision 2

2 Requirements *Response is required

2.1 General Requirements

*1.

1. Purpose and Background

The City of Jacksonville ("City") is conducting market research in connection with a potential competitive procurement for energy conservation and performance-based energy efficiency services, to be issued under Florida Statute §489.145 (Guaranteed Energy, Water, and Wastewater Performance Savings Contracting Act) and §287.055 (Consultants' Competitive Negotiation Act).

The City is separately conducting a facility-level energy audit of its highest-consumption meters, funded in part by an EPA Climate Pollution Reduction Grant (CPRG). This Request for Information (RFI) is issued to gather information about the current market for energy management software, autonomous and predictive control platforms, and related measurement and verification (M&V) tools and services. The City intends to use responses to inform the scope, requirements, and evaluation criteria of a potential Request for Proposals

(RFP).

This RFI is for informational purposes only. It does not commit the City to issue an RFP, award a contract, or reimburse any cost incurred in preparing a response. No contract award will result directly from this RFI.

2. Instructions for Respondents

• Responses should be concise and organized according to the numbered sections below.

• Respondents may answer any or all sections; partial responses are welcome.

• All software, platforms, and tools referenced in a response should be identified by product name and current version.

• Please identify any information that the respondent considers proprietary or confidential; the City will handle such information consistent with Florida's Public Records Law, chapter 119, F.S. — respondents should note that materials submitted to the City are generally subject to public disclosure.

• Please limit responses to no more than 15 pages, exclusive of attachments and product literature.

3. Topics and Questions for Respondents

Respondents are asked to address the following topic areas. Sub-bullets indicate the specific information the City is seeking within each topic.

3.1 Company and Market Background

• Company overview, ownership structure, and any parent company or subsidiary relationships (including recent mergers or acquisitions).

• Years of experience providing energy management software and/or controls specifically to municipal or public-sector clients.

• Whether the company operates as a manufacturer, an independent software vendor, a systems integrator, or some combination, and whether products are sold direct or through partners/resellers.

• Relevant public-sector references, including at least one comparable municipality, county, or public agency of similar scale to Jacksonville.

3.2 Software Optimization Platforms

• What building/energy optimization software platforms does the respondent offer (e.g., fault detection & diagnostics, automated system optimization, energy analytics dashboards)?

• Are the platforms proprietary, built on open/industry-standard architectures, or a hybrid? Please describe the underlying technology stack.

• What integration protocols are supported for connecting to existing Building Automation Systems (BAS) (e.g., BACnet, Modbus, LonTalk, native/proprietary protocols)?

• Can the platform operate using open-source or non-proprietary energy modeling engines (e.g., EnergyPlus, OpenStudio), or does it require a proprietary modeling tool?

• What is the typical implementation timeline, and what ongoing licensing, subscription, or maintenance fees apply?

• Is the platform offered as a standalone software layer that can be deployed on top of an existing Building Management System without replacing existing hardware or controls? If so, what upfront capital cost is typically required for such a deployment, and what preconditions (e.g., minimum BMS capability, sensor density) must an existing building meet?

3.3 Autonomous and Predictive Control

• Does the respondent offer autonomous or AI-driven predictive control of building systems (HVAC, chillers, lighting, etc.)? Please describe the underlying methodology (e.g., machine learning, rules-based, model-predictive control).

• What level of human oversight or override is built into the control system, and how are control decisions logged and made auditable?

• What cybersecurity protections and data-access controls are in place for systems with autonomous control over building infrastructure?

• Can predictive control functionality be decoupled from the respondent's own implementation/construction services, or is it offered only as part of a bundled performance contract?

• What track record or case studies exist demonstrating verified (not projected) savings attributable specifically to autonomous/predictive control, as distinct from equipment replacement?

• Is the respondent's autonomous/predictive control capability hardware- and manufacturer-agnostic

— i.e., deployable atop an existing BMS regardless of the underlying equipment manufacturer — or does it require the respondent's own proprietary hardware, sensors, or controls platform to function?

3.4 IPMVP-Validated Savings and Measurement & Verification (M&V)

• Does the respondent's M&V approach comply with IPMVP and/or ASHRAE Guideline 14-2014?

Please identify which IPMVP Option(s) (A, B, C, or D) are typically used and why.

• Is the respondent able to support a three-party M&V structure in which a separate, independent third party (not the software/controls vendor and not the implementation contractor) performs or verifies savings measurement?

• What data would the respondent provide to an independent third-party M&V contractor, in what format, and on what schedule?

• Does the respondent offer a savings guarantee? If so, how are disputes over measured savings resolved, and is the respondent's own platform used to calculate the disputed figures?

• What weather normalization methodology is used (e.g., NOAA data sources), and can normalization assumptions be independently reviewed by City staff or a third party?

3.5 Data Ownership and Portability

• Who owns the data generated by the platform (raw meter data, model outputs, control logs, savings calculations) — the City, the respondent, or both?

• In what formats can the City export all underlying data at any time and at contract termination (e.g., CSV, JSON, XML), and is there any additional cost or licensing fee to do so?

• If the City chose not to continue with the respondent for a later phase of work, what specific steps, timeline, and cost (if any) would be required to transfer data, models, and configurations to a different vendor?

• Does continued access to historical data or model outputs require an active license or subscription, or does the City retain full access if it discontinues use of the platform?

• Has the respondent's platform, or any component of it, been involved in a merger or acquisition in the past 24 months that changed data-handling practices, ownership, or product roadmap?

• Does the respondent use, or reserve the right to use, City data to train commercial or proprietary machine-learning models? Will the respondent agree to a contractual prohibition on using City data to train models without the City's express written consent?

3.6 Pricing, Licensing, and Contract Structure

• What is the respondent's typical pricing structure (e.g., per-square-foot licensing, per-meter, flat annual fee, percentage of guaranteed savings)?

• Are software/platform services offered on a standalone basis, or only bundled with equipment installation, construction, or other implementation services?

• Does the respondent hold or participate in any cooperative purchasing contracts or GSA schedules relevant to Florida municipalities, and if so, are those rates a ceiling or a fixed price?

• What is the average total cost of ownership over a 5- and 10-year period for a deployment comparable in scale to Jacksonville's facility portfolio (approximate size can be provided upon request)?

3.7 Pilot Project Suggestions

• Would the respondent be able to propose a limited-scope pilot project (e.g., a single building or a small group of high-consumption meters) to demonstrate platform capability prior to any broader commitment?

• What would a representative pilot look like in terms of duration, scope, cost, and success metrics?

• What data or access would the City need to provide to support a pilot, and what would the City retain (data, findings, models) at the conclusion of the pilot regardless of whether it proceeds further with the respondent?

3.8 Fire Prevention Capacity

• Does the respondent have in-house capability (or a subcontractor relationship) to assess and address fire prevention and life-safety systems as part of an energy-related retrofit (e.g., fire alarm systems, suppression systems, smoke control, fire-rated dampers) where such systems interface with HVAC, controls, or building automation work?

• Can the respondent identify conflicts between proposed energy conservation measures and existing fire/life-safety code requirements (e.g., damper operation, pressurization, smoke evacuation sequences) as part of its audit or design process?

• Does the respondent's staff include personnel with relevant fire protection engineering credentials (e.g., NICET certification, Fire Protection Engineer licensure), either directly employed or through a named subcontractor?

• Has the respondent completed any projects requiring coordination with a jurisdiction's Fire Marshal or fire code officials, and can it describe that process?

• Would fire/life-safety scope be included in the respondent's standard energy audit and implementation services, or would it require a separate contract or subcontractor engaged directly by the City?

• Does the respondent offer early-warning fire or smoke detection using non-code-required sensing (e.

g., thermal imaging, air-quality sensors, or camera-based video analytics layered on existing CCTV) as a supplement to — not a replacement for — code-required fire alarm and suppression systems? If so, describe the detection methodology and typical alert/response time.

3.9 Workforce and Job Development Programs

• Does the respondent offer, or has it participated in, workforce development or job training programs in connection with energy performance contracts (e.g., trade certifications, apprenticeships, local hiring initiatives)?

• Are such programs offered as a standalone, separately scoped and separately priced service, or only bundled with implementation/construction work?

• What measurable outcomes (e.g., number of participants, certification completion rates, job placement rates) has the respondent tracked for prior workforce programs, and can it provide references or data from a comparable public-sector client?

• Does the respondent partner with local workforce boards, community colleges, trade schools, or certification bodies (e.g., NC3, ASHRAE, AABC), and if so, which ones does it have active relationships with in Florida or the Southeast?

• If the respondent proposes job creation, certification, or training targets, are those targets contractually guaranteed, and what recourse (if any) does the client have if the targets are not met?

4. Confidentiality and Public Records Notice

Responses to this RFI are subject to Florida's Public Records Law, Chapter 119, Florida Statutes.

Respondents should not include trade secret or proprietary information unless it is clearly marked as such and the respondent has a good-faith basis for claiming an applicable statutory exemption. The City makes no representation that any marked material will be protected from disclosure.

5. Disclaimer

This RFI is issued solely to gather market information and does not constitute a solicitation for bids, proposals, or quotations. The City reserves the right to use the information gathered in any manner it deems appropriate, including incorporating it into a future RFP, and is under no obligation to respond to, acknowledge, or take any further action regarding any response received. Issuance of this RFI creates no obligation on the part of the City to procure any product or service described herein.

Select one of the following:-

a. Acknowledge

2.2 Response Attachments

*1. Submission of RFI Response

All RFI Responses must be transmitted electronically through the 1Cloud Supplier Portal no later than the time and date specified in the RFI solicitation document.

Select one of the following:-

a. Acknowledge

*2. Attach Overall Proposal Document Here, Use the following naming convention:

Supplier_Name Overall Proposal Document. Include all response pages in a single ".PDF" format file.

Hint: Attach Overall Proposal Document Here, Use the following naming convention: Supplier_Name Overall Proposal Document. Include all response pages in a single ".PDF" format file.

Select one of the following:-

a. Acknowledge(Response attachments are required)