9370-20240910100844 UPSD.pdf

Union Public School District

Request for Qualifications (RFQ)

Energy Services Company (ESCO)

Issue Date: Sept. 10, 2024

Advertisement Dates: Sept. 11, 2024

Sept. 18, 2024

Due Date: Oct. 2, 2024

1. Introduction

Union Public School District (UPSD) is seeking qualifications from experienced and qualified Energy

Services Companies (ESCOs) to perform an Investment Grade Audit (IGA) to identify, recommend, and implement energy efficiency and improvement measures. This RFQ is issued under the guidelines established by the Mississippi Development Authority - Energy and Natural Resources Division

(MDA-ENRD) and adheres strictly to Mississippi Code §31-7-14.

2. Purpose

The intent of this RFQ is to solicit statements of qualifications from ESCOs to determine the most qualified companies to deliver a successful Performance Contracting Program to UPSD. Selected companies may then respond to a Request for Proposal (RFP) by submitting a performance-based contract.

3. Scope of Services

The selected ESCO’s responsibilities may include:

● Conduct a comprehensive energy audit of UPSD facilities.

● Design, install, finance, and maintain energy systems or equipment.

● Implement energy efficiency measures, including but not limited to HVAC systems, restrooms, and upgrades on existing and potential new facilities.

● Guarantee energy savings and related cost savings over the contract term.

● Provide ongoing measurement and verification of savings.

● Assist UPSD in obtaining competitive financing for the project.

● Identify and administer any incentives, grants, or rebates to offset project costs.

4. Contract Terms

● Maximum term: 20 years.

● Contains an annual allocation dependency clause.

● Includes provisions for termination for cause and for convenience.

● Must have a savings guarantee clause.

5. Submission Requirements Proposals must include:

● Executive summary highlighting unique qualifications.

● Detailed energy services and equipment to be provided.

● Estimated energy and cost savings.

● Implementation and maintenance plans.

● Measurement and verification strategies.

● Company history, qualifications, and experience.

● Financial information demonstrating the firm's ability to finance the project.

● References from similar projects.

6. Compliance and Approval Process

● Proposals will undergo a rigorous review process by MDA-ENRD to ensure compliance.

● No contract is valid until MDA-ENRD provides written approval.

● Proposals must be submitted by 2:00 PM on October 2, 2024, to:

Union Public School District

Abby Winstead, Chief Financial Officer

417 S. Decatur St.

Union, MS 39365

Please mark the front of the envelope: "Sealed RFQ #382 – Energy Services Company."

7. Evaluation Criteria (Out of 1oo points)

● Markup Rate (30 points)

● IGA at No Cost (25 points)

● Business qualifications (10 points)

● Personnel qualifications (10 points)

● Financial qualifications (5 points)

● Grants and Funding Assistance (10 points)

● Project management qualifications (5 points)

● Experience and references (5 points)

8. Measurement and Verification

● ESCOs must submit annual reports to MDA-ENRD detailing the energy savings achieved.

● All savings must be verifiable and align with MDA-ENRD standards.

9. Grants and Funding Assistance

As part of your qualifications, please provide detailed information regarding any grants or funding assistance applied for or submitted on behalf of other clients. This should include:

List of Grants and Funding Applied For:

Name of the Grant/Funding Program

Grant Amount

Purpose of the Grant

Date of Application

Status of Application (e.g., submitted, approved, pending)

Successful Grants Secured:

Name of the Grant/Funding Program

Grant Amount Secured

Purpose of the Grant

Client Name and Project Description

Implementation Date

Experience in Administering Grants:

Detailed description of experience managing and administering grants.

Examples of how the funding was utilized to achieve project goals.

Approach to Securing Grants for UPSD:

Proposed strategy for identifying and applying for grants or funding opportunities to support

UPSD’s energy efficiency projects.

List of potential grants or funding sources you plan to pursue for this project.

Please ensure that all information provided is accurate and verifiable. This section will be evaluated based on your demonstrated experience and success in securing and managing grants and funding for similar projects.

10. Legal and Regulatory Adherence

● The RFQ complies with all stipulations of §31-7-14 of the Mississippi Code.

● Adherence to MDA-ENRD's contractual and operational guidelines is mandatory.

11. RFQ Publication

The RFQ will be advertised on Sept. 11, 2024, and Sept. 18, 2024, ensuring transparency and equal opportunity.

12. Contact Information

Deadline for questions is Sept. 25, 2024, at 12:00 PM. Questions should be directed to:

Abby Winstead

Chief Financial Officer

Union Public School District winsteada@unionyellowjackets.org

Answers to submitted questions will be available online at www.unionyellowjackets.org/home/rfp after the submission deadline.

13. Schedule of Events

RFQ Issuance: Sept. 10, 2024

Advertisement Dates: Sept. 11, 2024, and Sept. 18, 2024

Questions Deadline: Sept. 25, 2024, 12:00 PM

Submission Deadline: Oct. 2, 2024, 2:00 PM

District Evaluation: Oct. 2-4, 2024

Selection and Notice of Intent to Award: Oct. 7, 2024

14. Optional Site Visit

A site visit is optional. Interested ESCOs may schedule a site visit before submitting their proposals.

The site visit will provide an opportunity to tour the facilities and ask questions regarding the RFQ.

Please contact Neal Booker 601-616-5870 to schedule.

15. Instructions for Submitting Qualifications

ESCOs must submit three (3) printed copies of the information requested to:

Union Public School District

Abby Winstead, Chief Financial Officer

417 S. Decatur St.

Union, MS 39365

Please mark the front of the envelope: "Sealed RFQ #382– Energy Services Company."