23-028 Audits RFQ Attachment H Forms 1 2 3.docx

DOCX document 46 KB Posted

Attached to
23-028 Energy Audit for Schools
Solicitation number
S-33000-00008950
Issued by
Marion County, Oregon

About this file

This document is an Attachment H containing Forms 1, 2, and 3 related to a Request for Qualifications (RFQ) for Energy Audits for School Buildings in the state of Oregon. The RFQ, numbered 23-028, is being issued by unspecified agencies and involves conducting energy audits in Marion County and the city of Salem. The RFQ requires firms to provide information on their energy audit experience, key personnel, energy modeling capabilities, and available software and equipment. Firms must complete the three forms included in Attachment H to demonstrate their qualifications. No due dates, site visits, or award details are provided in the attachment.

The attachment outlines the required information to be submitted, including firm and personnel details, areas of energy audit and modeling expertise, software used, and equipment available. Firms must attest to having the necessary software and equipment to complete the work described in the RFQ. No information is provided on pricing terms, set-asides, incumbent contractors, funding sources, or other commercial terms.

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ATTACHMENT H – FORMS 1, 2, & 3

FORM 1 – ENERGY AUDIT FIRM AND KEY PERSONNEL INFORMATION

Name of Energy Audit Firm: Enter Audit Firm Name Date Completed: Enter Date Address (include City, State & Zip): Enter Address including City, State & Zip Federal Tax ID#: Enter Federal Tax ID# Geographic Availability: ☐ Check box if available to work in all Oregon counties If not, please list any counties in which the firm is not available to work: Enter Geographic Availability

Please list all key personnel and their contact information.

Single Point of Contact (contracts, questions, quality and firm issues):

Name
Phone Number
Email

Qualified Staff (staff who qualify may be listed for multiple roles) Must list at least one Senior Reviewer and Energy Auditor

Name
Phone Number
Email
Senior Reviewer
Energy Auditor
Energy Modeler

Other Staff (not in qualified roles but support work for Program)

Name
Phone Number
Email
Roles and Responsibilities

FORM 2 – EXPERIENCE

Complete one form per individual

Energy Audit Firm: Enter Audit Firm Name Name of Individual: Enter Name of Individual Total Years of Energy Audit Experience: Enter Number of Years Total Years of Energy Modeling Experience: Enter Number of Years

Use the descriptions of Energy Audits and areas of expertise in the RFQ to complete this form. Indicate the number of years of experience in each area as well as the number of buildings audited.

Area of Expertise
Energy Auditing
Energy Modeling
Years Exp.
# of Projects
Years Exp.
# of Projects

Chilled water systems

Hot water systems

Steam systems

Air handling units

HVAC packaged units

Refrigeration (VRV)

Terminal units

Unit heaters

Motors (VFD)

Lighting systems (interior and exterior)

Heat recovery systems

Domestic water systems

Controls (pneumatic, electric, direct digital, DCV)

Building envelope

Signature of individual: Date: Enter Date (Signature acknowledges the experience represented in this form is true and accurate)

Forms 1, 2 and 3 Energy Audits for School Buildings RFQ #23-028 Updated: 12/19/2023

These documents, including their content and format, should not be changed in any way.

Alteration to these forms may result in disqualification from the RFQ process and Prequalification.

FORM 3 - SOFTWARE AND EQUIPMENT

Software List energy modeling software used by each key personnel requesting Energy Modeling Qualification:

Software
Key modeling personnel
Total Years experience*
Number of Projects completed

*Must comprise 50% of annual duties to count as experience

Equipment List all data collection and monitoring equipment used by your energy audit firm and key personnel:

Equipment (power, pressures, flow, light/temp, CO2, etc.)
Brand & Model
Number of units available
Typical Use (week,

month, annual)

Attestation Does your firm and key personnel have the software and equipment necessary to complete all of the work described in this RFQ? ☐ Yes ☐ No

If not, described how your firm plans to address this requirement: Enter text here

File details come from the government source that posted it. Updated .