BPM050608 - EM&V - Pre-Proposal Conference Summary (1).pdf
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- Solicitation number
- BPM050608
- Issued by
- Maryland
About this file
This is a Pre-Proposal Conference Summary document issued by the Maryland Department of Housing and Community Development (DHCD) for the solicitation of Evaluation, Measurement, and Verification (EM&V) services related to energy efficiency programs. The conference was held virtually on July 14, 2026, with attendance from six DHCD representatives and twenty-two representatives from fifteen unique vendors. The primary focus of the EM&V services will be the EmPOWER Maryland Low-Income Energy Efficiency Program, though the successful contractor may also perform EM&V on other programs as required by funding sources. The contractor will evaluate comprehensive energy programs including whole building weatherization, HVAC services, follow-up services such as clean and tune operations, and customer education initiatives. The solicitation number is BPM050608, issued June 30, 2026, with a question deadline of July 21, 2026, at 2:00 p.m. local time and a proposal due date of August 27, 2026, at 2:00 p.m. local time. The contract term consists of a three-year base period with two additional three-year option terms available.
Offerors must meet one of two experience thresholds: either at least five years of EM&V experience for energy saving programs within the last seven years with key personnel holding at least three years of similar experience, or at least three years of EM&V experience within the last seven years with a minimum of two years evaluating low-income programs and key personnel possessing at least two years of low-income program evaluation experience. The RFP includes an 8% Minority Business Enterprise (MBE) participation goal with no subgoals, and vendors must address a Human Services Hiring Agreement requirement. All proposals must identify any exceptions to the RFP terms and conditions in the Executive Summary, with the understanding that the Department reserves the right to accept or reject such exceptions and cannot make substantive changes post-award. Offerors are required to review the mandatory state terms and conditions, submit proposals through the eMMA system following specific organizational instructions, and be prepared to submit additional required documents upon notice of contract award recommendation.
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MARYLAND DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
7800 Harkins Road ● Lanham, MD 20706 ● dhcd.maryland.gov
301-429-7379 ● 1-800-756-0119 ● TTY/RELAY 711 or 1-800-735-2258
WES MOORE
Governor
ARUNA MILLER
Lt. Governor
JACOB DAY
Secretary
JULIA GLANZ
Deputy Secretary
Pre- Proposal Conference Summary
Evaluation, Measurement, and Verification of Energy Efficiency Program’s Services (EM&V)
The following is a summary of items discussed at the Pre-Proposal virtual Google Meet Conference held on Tuesday, July 14, 2026.
This summary is intended to be a general record of the meeting and does not constitute an amendment to the Request For Proposals (RFP).
• Introduction: The meeting opened at 10:02 a.m. Joy Niles from the Maryland Department of Housing and
Community Development (DHCD) presided. There were six (6) representatives from DHCD, twenty-two
(22) representatives from fifteen (15) unique vendors.
• Overview: Ms. Niles went over key information of the solicitation:
Title: Evaluation, Measurement, and Verification of Energy Efficiency Program’s Services (EM&V) Solicitation Number: BPM050608 Issue Date: June 30, 2026 Question Deadline: July 21, 2026, at 2:00 p.m., Local Time Due Date: August 27, 2026, at 2:00 p.m., Local Time Contract Duration: Three (3) year base, with two additional three (3) - year option terms
• Page 7, Section 2.2: Background and Purpose: The Department is issuing this RFP to obtain proposals for comprehensive evaluation, measurement, and verification of its energy programs. The current program requiring EM&V, to which the proposal should be the primary focus, is the EmPOWER Maryland Low- Income Energy Efficiency Program. However, the successful Offeror may also be tasked to perform EM&V on other programs as required by the funding sources for those programs.
The Department administers statewide energy program assistance through multiple programs, using various funding sources. A majority of the work focuses on whole building weatherization and energy measures, but there are also programs that focus on HVAC, follow-up services such as “clean and tunes”, and customer education
This RFP seeks a vendor to provide evaluation services for these programs, as required by the Public Service Commission.
ARUNA MILLER
Lt. Governor
JACOB DAY
Secretary
• Page 9, Section 2.3: Scope of Work: (Contractor Responsibilities and Tasks) – Ms. Niles did not read aloud the Scope of Work; she introduced Senior Energy Program Manager, Scott Falvey to speak in detail regarding the Scope of Work. Mr. Falvey provided a brief synopsis for purpose of the Scope of Work and provided justification for the state needing this contract.
• Page 15, Section 2.5: Preferred Offeror Experience:
At least five (5) years of experience within the last seven (7) years providing evaluation, measurement, and verification services for energy saving (including decarbonization) programs and any key personnel or subcontractor executing work on behalf of Offeror shall have at least three (3) years of the same experience;
OR
At least three (3) years of experience within the last seven (7) years providing evaluation, measurement, and verification services for energy saving (including decarbonization) programs, including at least two (2) years of experience evaluating low-income programs; and any key personnel or subcontractor executing work on behalf of Offeror shall have at least two (2) years of experience evaluating low-income programs.
• Page 28, Section 4.15: Acceptance of Terms and Conditions: Ms. Niles called attention to this section of the RFP and stated the State’s mandatory terms and conditions.
By submitting a Proposal in response to this RFP, the Offeror, if selected for award, shall be deemed to have accepted the terms and conditions of this RFP and the Contract, attached hereto as Exhibit 2 - Sample Contract. Any exceptions to this RFP or the Contract shall be clearly identified in the Executive Summary of the Technical Proposal. All exceptions will be taken into consideration when evaluating the Offeror’s Proposal. The Department reserves the right to accept or reject any exceptions.
Amy Grasso, Assistant Attorney General, stressed the importance of reviewing the terms because the department cannot make substantive changes after the award, urging offerors to include concerns as questions before submission.
• Socioeconomic Program Goal:
Appendix 4. MBE Participation Goal:
Ms. Niles did point out to attendees there is an MBE participation goal of 8% with no Subgoals. She then introduced Michael Mansah, Socioeconomic Programs Compliance Officer, Office of Fair Practices to speak in detail regarding the MBE process and encouraged vendors to visit the eMMA website for additional information.
ARUNA MILLER
Lt. Governor
JACOB DAY
Secretary
• Attachment V – Human Services Hiring Agreement:
Due to a prior commitment, Human Service Administrator Kenneth L. Jessup was unable to attend the conference. Consequently, DHCD Procurement Manager Paul Dickman provided the explanation of the Hiring Agreement process with the Maryland Department of Human Services.
Please note, Mr. Jessup is the subject matter expert on this topic. Pertaining to the solicitation process, please direct any questions regarding the Hiring Agreement to Joy Niles, and she will coordinate with Mr. Jessup to provide the necessary feedback.
• Page 31, Section 5, Proposal Submission Information (Attachments and Documents Required with the Proposal): Ms. Niles stated it is important to read and follow the instructions on how to organize and arrange a proposal for submission into the eMMA system.
• Page 43, Section 6, Documents Required upon Notice of Recommendation for Contract Award: Ms.
Niles also reminded attendees to review the attachments chart for required documents after an awardee has been awarded the contract with DHCD.
• Adjournment: The meeting closed at 10:51 a.m.
OR
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