8-26TH08P5 - Attachment G - Presentation Evaluation FINAL 2-11-26.pdf
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- Attached to
- RFP- Utility Management Software Solution
- Solicitation number
- 26TH08P5
- Issued by
- Utah
About this file
This is a Presentation Evaluation document from Jordan School District in Utah for RFP #26TH08P5, a Utility Management Software Solution. Offerors who meet the minimum technical score threshold in Stage 2 of the evaluation process will be invited to participate in virtual interviews and presentations scheduled for the week of March 16-20, 2026. The presentation stage serves as an opportunity for vendors to demonstrate the compatibility, integrations, and functionality of their proposed solutions to the evaluation committee.
The presentation evaluation is structured around 16 software requirement criteria worth 190 total points and one training and technical support criterion worth 10 points, for a maximum of 200 points possible. Key evaluation areas include system architecture and deployment options, system availability requirements of 99.5% or greater uptime, software update processes, account and meter management capabilities, support for multiple utility types with manual and automated data entry, reporting and data visualization functionality, public internet dashboard capabilities with historical data dating back to 2008, energy efficiency tracking, IPMVP-compliant avoided cost functionality, ENERGY STAR Portfolio Manager integration, role-based access controls, legacy data migration from existing Brightly Energy software (2008 through mid-2026), IT security compliance, data migration approaches, risk mitigation strategies, vendor remote access requirements, and online or on-demand training options for end users.
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Jordan School District RFP # 26TH08P5 Attachment G
RFP # 26TH08P5
Utility Management Software Solution
Attachment G – Presentation Evaluations
1. PRESENTATION EVALUATION
JSD will be conducting an Interview and Presentation stage. Those Offerors passing the Minimum Technical Score Threshold from Stage 2: Technical Proposal Evaluation will be contacted with dates(s) for virtual interviews and presentations. We anticipate interviews and presentations will be held during the week of March 16 to 20, 2026.
A. OFFEROR INSTRUCTIONS FOR PRESENTATIONS
Offeror presentations will be evaluated based on the following technical criteria from the RFP Scope of Work (see Section 3.2 of the RFP for full details on each criterion). Please have your presentation follow these criteria in the order listed. The presentation meeting is intended solely as an opportunity for Offerors to show the compatibility, integrations, and functionality of their solution.
Letters and numbers below correspond with criteria listed in Section 3.2 of the RFP. Not all criteria from the RFP need to be presented, so some criteria will not be listed here.
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PRESENTATION EVALUATION CRITERIA
(200 Total Possible Points)
A. Software Requirements (190 Total Possible Points)
A1. Show and describe how your solution is an on-prem, web-based, cloud-hosted SaaS solution.
10 points possible
A2. Show and describe your system availability. We are looking for a solution that will have greater or equal 99.5% uptime.
10 points possible
A3. Show and explain how your software updates will deploy and function.
10 points possible
A4. Show and explain your comprehensive account management, showing the ability to organize and track multiple accounts/meters at multiple locations. Refer to List of JSD Accounts/Meters (Attachment I) for a current list.
20 points possible
A5. Show and explain your solution’s ability to manage multiple utility types per facility. Show how your solution supports manual data entry with the option for automated data imports and Utility bill uploads (PDF, CSV, EDI, or equivalent) and show how this would work.
15 points possible
A6. Show and explain your reporting and visualization of data. Describe how to view, print, or export a wide variety of reports and graphs. Please indicate if your solution supports export capability to common formats (Excel, CSV, PDF).
15 points possible
A7. Show and explain your ability to provide a public internet dashboard to display reports/graphs of data for individual accounts, buildings or building groups, with comparative data dating back to 2008. Show what this would look like.
20 points possible
A8. Show and explain how your solution documents and tracks energy efficiency and conservation activities systematically.
10 points possible
A9. Show and explain how the solution provides avoided cost functionality compliant with the International Performance Measurement and Verification Protocol
(IPMVP).
10 points possible
A10. Show and explain how the solution provides seamless integration with ENERGY STAR Portfolio Manager for enhanced energy management.
10 points possible
A11. Show and explain how your solution provides role-based user access controls.
10 points possible
A12. Show and describe how the software will manage and display legacy data from the Brightly Energy software covering the years 2008 through mid-2026.
10 points possible
A13. Show and explain how your solution supports Jordan School District IT security reviews.
10 points possible
A14. Show and explain your data migration approach, including historical utility data and validation and error handling.
10 points possible
A15. Show and explain your risk identification and mitigation strategies.
10 points possible
A16. Show and describe your remote access requirements by vendor. Please note that we do not allow access into our network by vendors.
10 points possible
B. Training and Technical Support (10 Total Possible Points)
B1. Show your online or on-demand training options for initial training and additional training as needed.
10 points possible
[End of Attachment G.]
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