Amendment_Addendum 001 to Agency RFQ 26-099 SEED Energy Analysts EPID~1.pdf

Amendment/Addendum No. 001

OREGON BUYS SOLICITATION #S-33000-00017127/ AGENCY REQUEST FOR

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

Amendment/Addendum No. 001

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

SECTION 1: PURPOSE

The purpose of this Amendment/Addendum is to revise the Table of Contents and related section numbers in the above referenced Solicitation/Agency RFQ, Section 3.5 SOQ Contents, subsection 3.5.4 Key Personnel and their Resumes, and to provide answers to the written questions received from the SEED Energy Analyst Firms with regard to this Solicitation/Agency RFQ.

SECTION 2: MODIFICATIONS

New language is indicated by bold underlined font, deleted language is indicated by strikethrough font.

A. Table of Contents, Section 3.5 SOQ Contents

3.5 SOQ CONTENTS……………………………………………………………………………….9

3.5.1 Energy Analysis Experience and Project History……………………………………………9

3.5.2 Project Expertise

3.5.3 Work Samples

3.5.4 Key Personnel and their Resumes

3.5.4.1 Personnel Experience/Qualifications

3.5.53.5.4.2 Modeling experience

3.5.63.5.4.3 Resumes

3.5.73.5.5 OR BPS Energy Professionals……………………..……………………………...….12

B. Section 3.5.4 Key Personnel and their Resumes

3.5.4 Key Personnel and their Resumes

3.5.4.1 Personnel Experience/Qualifications

Submit names and relevant experience of the key personnel who will perform the work.

All Key Personnel must be employees of the Energy Analyst Firm. No subcontractors will be prequalified.

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

3.5.5 3.5.4.2 Modeling experience

Demonstrate three or more years of full-time modeling experience with a computerized building modeling tool for energy analysis on the list of programs approved for use under the SEED Program. Modeling experience should include the following:

• basic building features such as: internal gains, multiple zones with central HVAC systems, daylighting, envelope measures that affect thermal transmission, and architectural shading effects

• Model mechanical systems utilizing project specific inputs and central plant partial-load operating efficiencies.

• Use lighting photometric calculations in estimating light levels.

• Model complex ECMs such as heat recovery, fan and pump variable frequency drive applications, ground-loop heat pumps, and enhanced direct digital control strategies.

• Determine which energy systems can be successfully modeled with the energy simulation software program.

• Simulate program default values if they are appropriate for the particular systems selected.

• Establish procedures within firm’s modeling team for the transfer of design document details into the energy model.

• Develop appropriate schedules for occupancy, lighting, equipment loads, etc. based on input from project owner.

• Interpret model output reports and results, such as annual and monthly end-use analysis, equipment efficiencies, and part-load operation.

• Establish in-house modeling quality control process.

• Calibrate energy models to match actual post occupancy conditions including variations in weather, building operation and installed equipment.

• Produce accurate energy models where modeled energy use matches with actual facility energy use.

• Perform simple hand calculations and spreadsheet analysis to modify energy model input variables, model output results or to provide stand-alone analysis.

Calculations shall follow the Exceptional Calculation Method as defined in the SEED Program Guidelines.

List all modeling programs with which the analyst has experience.

Key personnel Building simulation modeling program(s)

Years of energy modeling experience

List projects modeled with each program(s) (if more than 5, please only list up to 5 projects)

Dates of projects

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

3.5.6 3.5.4.3 Resumes

Provide brief resumes for all Key Personnel that give sufficient information to demonstrate that the required experience is met and that support the personnel and firm’s ability to successfully complete the work described in this RFQ. Resumes should be concise and focused on education, professional credentials and work experience over the last 10 years. Note any relevant certifications.

Resumes do not count toward the SOQ page limit.

3.5.7 3.5.5 OR BPS Energy Professionals

Please indicate on the resume of any Key Personnel if they are on the Oregon Building Performance Standard list of energy professionals as a Qualified Energy Manager (QEM), Qualified Person (QP), and/or a Qualified Energy Auditor (QEA).

Future substitutions of personnel identified herein will be allowed only with prior approval of the Department of Energy.

SECTION 3: Energy Analyst Firm Questions / Requests for Clarification and Agency

Responses:

Question #1a: Does the State require �irms to have personnel on the Oregon Building Performance Standard list of energy professionals as a QEM, QP or QEA? -

Response #1a: This is not a requirement for the SEED program, but please indicate if any of the Key Personnel that are included in this submittal are also listed with the Oregon Building Performance Standard program as a QEM, QP, or QEA.

Question 1b: If not a QEM, QP or QEA, would the State be interested in a �irm that has professionals that are Certi�ied Energy Managers (CEM) and Certi�ied Energy Analysts?

Response #1b: As part of your submittal, please note relevant certi�ications for Key Personnel. For reference, a person with a current CEM certi�ication would also be eligible to submit as a QEA, QP for the BPS.

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

• Note that the Certi�ied Energy Analyst program offered by CABEC is not on the list of approved third-party certi�ications for OR BPS, but the Certi�ied Energy Auditor offered by AEE can be used to qualify for QEA status under OR BPS. Also note that the QEM position doesn’t require any certi�ications, just building energy management experience. See BPS 006 Energy Professionals for the complete list of qualifying certi�ications.

Question #2a: The RFQ states that, once prequali�ied, �irms are eligible to submit bids or proposals to Contracting Agencies and that ODOE will not be involved in subsequent procurements. Could you please clarify how project opportunities are communicated to prequali�ied �irms? Speci�ically:

Will Contracting Agencies issue project-speci�ic solicitations only to �irms on the prequali�ied list?

Response #2a: Contracting Agencies conduct procurement in accordance with their own procurement processes and guidelines. Agency does not have any involvement with this process so we are unable to provide any additional information.

Question #2b: Will ODOE maintain or distribute the prequali�ied list for agencies to use?

Response #2b: Agency posts a list of prequali�ied �irms on its website.

Question #2c: Or are prequali�ied �irms expected to independently market their services to Contracting Agencies?

Response #2c: Agency does not provide guidance on �irm solicitation and marketing practices.

Question #3a: Are modi�ied BIN calculations acceptable or is only DOE approved simulation program accepted for SEED energy analysis experience?

Response #3a: Energy modeling/simulation experience should include computer-based, 8760 hours/year energy modeling software. BIN calculations or modi�ied BIN calculations alone are not suf�icient.

Question #3b: Con�irm that SEED level means complexity of the project and not “SEED projects”.

Response #3b: Yes, “SEED level” means of similar complexity and scope to a SEED project, but not necessarily a SEED project.

Question #3c: Can SEED projects authored by key personnel while employed by another �irm be submitted for Section 3.5.1?

https://www.oregon.gov/energy/save-energy/Documents/BPS006-professionals.pdf https://www.oregon.gov/energy/save-energy/Documents/BPS006-professionals.pdf

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID

Response #3c: Yes

Question #3d: Can SEED projects authored by key personnel while employed by another �irm be submitted for Work Samples Section 3.5.3?

Response #3d: Yes

Question #3e: Can References on Attachment D, be from individuals who have worked with key personnel at other �irms?

Response #3e: No, references are �irm-speci�ic.

Question #3f: It was not explicitly stated that Attachment D was to be used for section 3.6.

Con�irm that this section is asking for (3) references to �ill out Attachment D, or are there additional references that we need to procure in addition to submitting that form?

Response #3f: Yes, Attachment D is intended to be used for the requested references in section 3.6.

Question #3g: 3.5.5 – Modeling Experience is not listed on the scored evaluation criteria matrix as being scored. What are the possible amount of points for this section that can be awarded?

Section 3.5.1 Key Personnel and their Resumes is included in the scoring matrix, but section

3.5.6 Resumes is not. Both sections are asking for our personnel and their resumes. Con�irm the expectation of what is to be provided in each of those sections and whether they will both be scored

Response #3g: 3.5.4 Key Personnel and Resumes is listed in the scoring matrix as worth 10 points. Modeling Experience (listed as section 3.5.5) and Resumes (listed as section 3.5.6) are intended to be included in this scoring category and section, as indicated by the title and description. The section numbers for Modeling Experience and Resumes were inadvertently formatted incorrectly within the Solicitation/Agency RFQ and should be nested under section 3.5.4 and are part of that 10 point total score evaluation. This was amended in Section 2 of this Addendum above. Please also see the corrected table below.

Title Section Number As-Listed Corrected Section Number Modeling Experience 3.5.5 3.5.4.2 Resumes 3.5.6 3.5.4.3

Question #3h: What is the timeline for “Attachment E Reserved” to be posted?

Response#3h: Attachment E will not be posted within this Oregon Buys solicitation/Agency RFQ. The reference to "Reserved" is intended to indicate a placeholder

QUALIFICATIONS (“RFQ”) No. 26-099 SEED Energy Analysts EPID in case Attachment E is needed in a subsequent Solicitation/Agency RFQ. For example, in some Solicitations/Agency RFQs Attachment E is a Price/Cost Offer Form. There is no Attachment E for this Solicitation/Agency RFQ.

Question #3i: Will title pages, dividers and table of contents count towards the ten-page, page limit?

Response#3i: Yes. As stated in Solicitation/Agency RFQ Section 3.2.1 SOQ Format and Quantity, "The SOQ must be typed and prepared in a simple, economical manner. The SOQ is to follow the format and reference the sections listed in the Solicitation/Agency RFQ.

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