7-20260609115251 JACKSON.pdf

CITY OF JACKSON, MISSISSIPPI

REQUEST FOR QUALIFICATIONS

EFFICIENCY SERVICES PROGRAM

95860-070726.

RFQ SUBMITTAL DEADLINE:

July 7, 2026 at City Hall – City of Jackson 200 S. President Street

Jackson, MS 39202

PRE-BID CONFERENCE:

June 24, 2026 at 11:00 a.m.

Andrew Conference Room, 1st Floor, Hood Building

200 S. President St., Jackson, MS 39205

John Horhn, Mayor

NOTICE TO BIDDERS

City of Jackson

Jackson, Mississippi

Sealed, signed statements of qualifications are invited and will be received by the City of Jackson, Mississippi, until 3:30 P.M. in the City Clerk's Office of Jackson. The submission must be stamped in by 3:30 P.M. Tuesday, July 7, 2026, at which time said submissions will be publicly opened at the City Hall located at 219 South

President Street (City Council Chambers) in City Hall for the following:

RFQ #: 95860-070726. Efficiency Services Program

For the City of Jackson, Mississippi

BIDS ARE NOW AVAILABLE AT WWW.JACKSONMSBIDS.COM

A pre-bid conference will be held at 11:00 A.M. Wednesday, June 24, 2026, in the Andrew Conference Room on the 1st Floor of the Hood Building, 200 South President Street, Jackson, Mississippi 39205.

The above must comply with the City's specifications. Copies of bid specifications are filed with the City Clerk for public record in accordance with House Bill No 999, 1986 Regular Session of the Mississippi Legislature.

Electronic submissions may be submitted in lieu of sealed submissions by the deadline listed above at the following site: www.jacksonmsbids.com.

The City reserves the right to reject any and all submissions. The City also reserves the right to waive any and all informalities in respect to any submission submitted. Evaluation and selection will be made in accordance with the RFQ evaluation criteria, and the City will select the responding firm deemed most qualified and providing the greatest value for this Energy Performance Contracting program.

Monica Oliver, Manager

Purchasing Division

(601) 960-1028/1025

MO

REQUEST FOR QUALIFICATIONS

TABLE OF CONTENTS

Section I - General Information

1. Purpose

2. Project Funding

3. Savings Guarantee

4. Proposal Format

5. Contract Responsibility

6. Required Insurance

7. Taxes, Fees, Code Compliance, Licensing

8. References and Proprietary Information

9. Site Information:

10. Pre-bid Conference:

11. Restriction of Contact:

Section II – Statement of Qualifications Format and Preparation Instructions

Table of Contents

1. Executive Summary

2. Background and Experience

3. Technical Approach

4. Financial Approach

5. Reference

EVALUATION CRITERIA

Section I - General Information

1. Purpose

The CITY OF JACKSON, MISSISSIPPI ("CITY" OR "CITY OF JACKSON") seeks specific qualifications from companies approved by the Mississippi Development Authority ("MDA") to operate as Energy Services Companies (ESCOs). CITY OF JACKSON is looking for a company capable of providing a comprehensive city-wide energy management program for all streetlights, traffic lights, and facilities/buildings owned and/or managed by the CITY OF JACKSON. The CITY OF JACKSON shall negotiate and execute a professional services agreement with the selected firm for the conduct of an investment-grade energy audit. The CITY's goals are to limit the burden on its annual financial budget, improve the safety and overall well-being of its residents and visitors, and maximize potential energy savings.

2. Project Funding

Respondents shall be willing and able to assist with the necessary information required to obtain the financing for this project in accordance with applicable federal, state, and local laws. Due to limited budgets for this upgrade, the CITY OF JACKSON has a special interest in ascertaining modern and innovative proposals that provide turn-key solutions, installation, and long-term warranty for the length of the contract term.

3. Savings Guarantee

The ESCO shall provide a written energy savings guarantee, clearly stated in units of energy to be saved. Annual cost savings derived from such improvements beyond the guaranteed minimum savings will be retained by the City and not allocated to future annual savings guarantees or shortfalls in other years. Any O&M cost savings proposed by the selected ESCO will be rigorously reviewed and, if agreed, limited to those that can be thoroughly documented and approved by the City. NOTE: The City also reserves the right to enter into an Energy Services Contract, Energy Performance Contract, or any other energy services agreement permitted by Mississippi Code § 31-7-14 with a selected ESCO for this RFQ should the City decide that such is the best course of action. For this document, "performance contracting" is defined as a contract for the design and implementation of energy efficiency measures, including services, equipment, and maintenance, for which the payment obligation is directly related to the energy and operational cost savings (avoidance) attributable to the scope of services (and equipment) provided under the contract for the term of the agreement.

4. Proposal Format

Proposals must be submitted in the format outlined in this document. Each proposal will be reviewed to determine whether it is complete before actual evaluation. Proposals that do not contain the requested information will not be considered. Respondents shall use the prescribed format to indicate their experience and qualifications, describe their approach to the project, and explain their proposed contract. In addition, the CITY OF JACKSON reserves the right to waive any irregularities and formalities in the selection of the ESCO for this project.

5. Contract Responsibility

The selected ESCO will be required to assume total responsibility for the project. The selected ESCO will serve as the prime contractor and the sole point of contact for all contractual matters.

6. Required Insurance

The successful respondent shall procure and maintain in effect during the life of the agreement commercial general liability insurance and workers' compensation insurance, as required by State law. Evidence of required insurance shall be presented prior to contract execution.

7. Taxes, Fees, Code Compliance, Licensing

The ESCO shall be responsible for payment of any required permits, sales, and/or use taxes or fees associated with the execution of the performance contract. The ESCO shall be responsible for compliance with all applicable codes and laws.

8. References and Proprietary Information

Submission of a response constitutes permission to make inquiries concerning the respondent to any persons or firms deemed appropriate by the CITY OF JACKSON. Any proprietary information that the submitting contractor does not want disclosed to the public shall be so identified on each page on which it is found. Data or information so identified will be used by the CITY OF JACKSON solely for the purpose of evaluation and contract negotiations for the project as stated herein. Disclosure of any proprietary information by the CITY OF JACKSON shall be in strict accordance with the laws and regulations regarding disclosure in the State of Mississippi.

9. Site Information:

Due to the City's limited staff availability, site visits will not be conducted until after the ESCO is selected to ensure minimal disruption to facility operations. Any information about the facilities' size, condition, etc., can be requested via email to the point of contact below. The City will attempt to provide requested information to the proposing ESCOs to assist in their responses to the solicitation; however, only requests received via email will be responded to, and all information provided will be provided to each firm that requests a copy of the solicitation.

The City, during this phase of the solicitation, is more concerned with each ESCO's general approach to developing projects.

10. Pre-bid Conference:

A pre-bid conference will be held on Wednesday, June 24, 2026, at 11:00 a.m. in the Andrew Conference Room on the 1st Floor of the Hood Building, 200 S. President St., Jackson, MS 39205.

11. Restriction of Contact:

From the issue date of this RFQ until the City selects a respondent for award, the contact person listed below is the sole point of contact concerning this RFQ. Any violation of this condition may cause the rejection of the offending ESCO's submission. If it is discovered that ESCO has engaged in any violations of this condition, the offending ESCO's response may be rejected, or the contract award rescinded. ESCOs must agree not to distribute any part of their submissions. An ESCO that shares information contained in its submission with other City personnel and/or competing ESCO personnel may be disqualified.

Direct all inquiries concerning this RFQ in writing to:

Public Works Director Lorenzo Anderson 200 S. President Street Jackson, MS 39202 landerson@jacksonms.gov

Section II – Statement of Qualifications Format and Preparation Instructions

RESPONSE FORMAT AND PREPARATION INSTRUCTIONS

Responses must be submitted in the format outlined in this section. Proposals should be limited to thirty (30) pages, not including a cover page, cover letter, table of contents, or resumes. Respondents shall provide five (5) physical and bound copies along with one (1) electronic copy on a CD or USB media (such as a flash drive) of their response. CITY OF JACKSON reserves the right to eliminate from further consideration any response that is deemed to be substantially or materially unresponsive to the requests for information contained in this document. CITY OF JACKSON intends that all responses follow the same format and protocol to evaluate each response fairly. Responses will be evaluated in light of the material and substantiating evidence presented therein, and not based on what is inferred.

Electronic proposals MUST be submitted at www.jacksonmsbids.com. For any questions relating to the electronic bidding process, contact PH Bidding Group at admin@phbidding.com or call 662-407-0193

All proposals (both electronic and physical hard copies) MUST be received no later than 3:30 p.m. Central Daylight Time, on July 7, 2026, All physical hard copies shall be submitted to the attention of:

If by hand delivery: City of Jackson Office of the Municipal Clerk 219 South President Street Jackson, Mississippi 39201

If by mail: City of Jackson Office of the Municipal Clerk Post Office Box 17 Jackson, MS 39205-0017 http://www.jacksonmsbids.com/ mailto:admin@phbidding.com

Table of Contents

Responses shall include a table of contents properly indicating the section and page numbers of the information included.

1. Executive Summary

Responses shall include a summary overview of the respondent's qualifications, approach, and other pertinent information. The Executive Summary should be no more than two (2) pages in length.

2. Background and Experience

A. Firm Profile The firm shall provide the following information:

• Firm name.

• Federal Employer Identification Number.

• Corporate office address.

• Names and titles of two (2) contact people within the firm: one for questions regarding this submission and one with responsibility for contract negotiations.

• Does your firm manufacture products/equipment that are used in energy efficiency projects?

• Evidence of MDA ESCO approval letter.

• Evidence of minimum $5,000,000 general liability insurance coverage.

• Evidence of applicable of contractor's license.

• Location of the company's place of incorporation. (An ESCO that is headquartered in Mississippi will be given preference to the extent permitted by law.

• Evidence that the firm is properly registered to do business in Mississippi.

B. Project Team and Support Provide a list of the personnel to be used on this project, with their specific roles and qualifications. Concise resumes, including education, experience, where the employee is based, and other pertinent information, shall be included in an appendix for each team member assigned to the project.

3. Technical Approach

A. Contracting Approach In two (2) pages or less, summarize how your firm will perform the scope of work outlined in this RFQ, and to what extent the owner is involved in these activities.

B. Facility Audits and Project Development Indicate your firm's approach to performing detailed energy audits, identifying and designing facility improvement measures, and your process for recommending which measures should be included in the performance contracting project.

C. Project Management Indicate your firm's approach to managing the installation phase. Describe the various responsibilities of your team members during construction, and how they will keep the owner's personnel informed of the project's progress. What is the respondent's approach to ensuring safety during the installation phase? Indicate your understanding of applicable codes and construction practices for this project.

D. Scope of Services Which of the services outlined in this RFQ are typically performed by your firm, and which services are typically performed by subcontractors? Describe your process for managing the work of subcontractors. Describe any efforts you will make to involve local subcontractors.

E. Training Address your firm's approach to training the owner's personnel on the newly installed equipment. Does your firm offer additional training services to enhance the skills of facility operations personnel?

4. Financial Approach

A. Ownership of Street lighting

Describe your firm's approach to the issue of Entergy's ownership of much of the City's streetlighting inventory.

What is your experience in addressing this issue, especially in Entergy's service area? Describe how your approach addresses this issue and how this affects energy savings.

B. Savings Guarantee Describe your firm's approach to proving that the energy savings associated with this project have been achieved, including the monitoring, verification, and reporting of results. How do your firm handle situations in which the actual energy savings fall short of the guaranteed energy savings amount? Describe all events that may lead to guarantee modification or termination.

C. Best Value Describe ESCO's approach to providing the greatest financial value for the City of Jackson.

5. Reference

A. Lead Engineer Who will your firm assign as the "lead engineer" on the project? "Lead Engineer" is defined as the person who will be the main project contact for the City. Please provide a complete profile on this person's experience and qualifications as it relates to the scope of work contemplated by the City of Jackson.

B. Reference Please provide the following information as it relates to a minimum of three (3) projects where your firm served in a similar capacity; that is, involving energy efficiency and savings for streetlighting and/or facilities/buildings within the previous 36 months:

• Name and Contact Information of Entity Representative

• Project Description

• Project Commencement

• Project Completion

• Project Impact

• Whether and to what degree savings were accomplished

EVALUATION CRITERIA

The CITY OF JACKSON evaluation team will consider the following criteria in evaluating responses; these categories will be weighted on importance and significance to this project. The CITY OF JACKSON will select the responding firm that is deemed most qualified for the project, and that the CITY OF JACKSON determines provides the greatest value for this Energy Performance Contracting program.

Evaluation Criteria: 100 Maximum Points

Firm Profile: 20 Technical Approach: 20 Financial Approach/Cost Savings: 50 Reference: 10

Total points to be earned are on a scale of 1 to 100, with 1 point as the lowest score and 100 points as the highest. Points may be deducted if the ESCO response varies from the requested format and number of pages.