NOO for Forest Products Lab project .pdf

United States Forest

Department of Service Procurement &

Agriculture Property Services Solicitation # 12318726R4000

TO: All Fourth Generation DOE ESPC IDIQ Contract Holders DATE: 4/9/2026

FROM: Cassandra Carey, Contracting Officer US Forest Service Phone #: (202) 617-8490 e-mail: Cassandra.carey@usda.gov

SUBJECT: Notice of Opportunity (NOO) for Energy Savings Performance Contract (ESPC) Task Order at US Forest Service Forest Products Lab at 1 Gifford Pinchot Drive, Madison, WI and Request for Contractor Expressions of Interest (Ref. NAICS code 541330)

1 NOTICE AND INVITATION

US Forest Service is interested in pursuing a potential ESPC project on its Forest Products Laboratory campus at the following 4 locations: Main Building (building #1), Wood Fiber Products Lab (building #33), Wood Chemistry Lab (building #34), and Centennial Research Facility (building #50) at its 1 Gifford Pinchot Drive Madison, WI 53726 location.

This notice of opportunity invites current holders of the Department of Energy’s (DOE’s) Fourth Generation ESPC indefinite-delivery, indefinite-quantity (IDIQ) contract to submit a written response (an expression of interest) to be considered for contractor selection for this potential task order award. This notice is limited to contract holders who are interested in being prime contractors on this project.

Responses from vendors interested in being subcontractors will not be accepted.

The scope of any task order (TO) awarded for this project is the buildings and facilities as identified in this notice. While certain energy and water conservation measures (ECMs) will be included at the time of the original TO award, United States Forest Service may, at any time during the performance period, request the selected ESCO to do further analysis to determine whether expansion of ECMs included in the original TO or additional ECMs for the identified buildings and facilities are feasible. If deemed viable and desirable, United States Forest Service may incorporate the additional ECMs into this project by way of TO modification.

The Energy Service Company (ESCO) will be required to use eProjectBuilder (ePB) in developing the ESPC project and presenting baselines, estimated savings, and financial schedules to agency. ePB is a free web-based system for entering and tracking ESPC data through the life of a project. It can be accessed at: https://eprojectbuilder.lbl.gov.

2 FACILITY OVERVIEW

2.1 Forest Products Laboratory Mission

The mission of the Forest Products Lab (FPL) is to develop science and technology to conserve, extend, and sustainably utilize forest resources to improve the health, diversity, and productivity of the Nation’s forests to meet the needs of current and future generations.

2.2 Facility Description

mailto:Cassandra.carey@usda.gov https://eprojectbuilder.lbl.gov/

The FPL campus is in Madison, WI. This effort is focused on four buildings that span 359,294 SF. Below is table (table #1) and site map (Figure 1) of the campus that depicts the four buildings that are included in project. This section also includes general descriptions for each of the buildings included in this project.

Table #1: FPL Facility Descriptions

BUILDING

NAME

ADDRESS

CITY

ZIP

CODE

GSF

Building

Main Building 1 Gifford

Pinchot Drive Madison, WI 53726 196,286 1

Fiber Products

Lab

1 Gifford

Pinchot Drive Madison, WI 53726 41,457 33

Wood

Chemistry Lab

1 Gifford

Pinchot Drive Madison, WI 53726

31,469 34

Centennial

Research

Facility

1 Gifford

Pinchot Drive

Madison, WI

53726 90,082 50

Figure 1: Site Map

Building 1 (Main Building)

An industrial modern, six-story U-shape building constructed in 1932 and annexes were added in 1935 and in the 1950s. This is an historic building and serves as the primary research and administrative headquarters for wood utilization research and houses approximately 140 occupants. Combination of office and laboratory space, including an herbarium for forest mycology research. Building provides approximately 196,286 square feet of conditioned space.

The building has brick walls with exterior precast concrete panels. The interior insulation is at an estimated R-value of R-5 within metal stud framing and finished with gypsum wallboard. The roof is a built-up roof with light colored stone and approximately R-11 insulation. The roof is approximately 16 years old. Windows are a clear double-hung, single-pane storm window with metal frame. The windows are leaky and difficult to open and close as most locking mechanisms have malfunctioned. Roughly 20% are cracked. Replacing ground-floor windows are a priority.

Most interior lights are recessed fixtures with T8 fluorescent, LEDs, compact fluorescent lamps, and some high bay metal halide fixtures. The interior lighting for offices is controlled by wall switches.

There are small laboratories throughout the building. Each standard laboratory has laboratory equipment and fume hoods. Shop area contains large professional machinery.

The ground floor and the 5th floor of the building are served by four variable air volume (VAV) systems with how water reheat. The offices on the 2nd, 3rd and 4th floor are served by 4-pipe fan coil units (FCUs).

The FCUs’ fans have three-speeds that could be set by occupants. Fresh air for the spaces on 2nd to 4th floor is provided through windows. The FCUs are approximately 16 years old.

The building has one steam-to-hot water heat exchanger with 45-gallon tank for domestic hot water.

Heat exchangers are scheduled to be replaced in FY27. Building HVAC systems are controlled by mixed components of Allerton and Johnson Controls building automation system (BAS). There are known problems with incompatibility between the Allerton and Johnson Controls system. Zone temperature was controlled by thermostats in various locations throughout the building. The cooling and heating setpoints were 73°F and 70°F, respectively. There were potential problems with temperature sensors for spaces served by FCUs as the temperature setpoints could not be overridden, and the temperature setback could not be implemented.

A number of stainless steel sinks are corroded and leaking.

Building 33 (Fiber Products Laboratory)

This is a rectangular building that is approximately 41,457 square feet in size. This building has a low slope built up roof that was installed in 2016 and a brick veneer with CMU backup that was installed in 1967. The existing HVAC system of FPL’s Building 33 and 34 uses variable volume supply and exhaust.

Laboratory space includes specialized fiber and chemical sciences research. Building 33 has a 100 gallon expansion tank tied to its heating system that was installed in 1967.

The 200-ton rotary screw liquid chilled water system was installed in 2000 and serves both Buildings 33 and 34. There are three 5000 CFM air handling units that were installed in the 1980s. The Veteran Administration has facilities nearby and is potentially interested in a partnership to develop a shared chilled water solution.

Building 34 (Wood Chemistry Laboratory)

This is a rectangular building that is approximately 31,469 square feet in size. This building includes laboratory space supporting analytical chemistry and microbial and biochemical research. Building 34 has a low slope built up roof that was installed in 2016. This building has a hot water distribution system that was installed in 1988 and it shares cooling with Building 33.

A number of sinks and showers are corroded and leaking.

Building 50 (Centennial Research Facility)

A 90,082 square-foot facility supporting advanced, collaborative research. This building was built in 2010 and has office, conditioned storage, and laboratory space for testing wood-framed buildings, wood members, wood preservatives, and wood-based and wood-plastic products. Heat exchangers are scheduled to be replaced in FY27. Bldg 50’s roof warranty recently expired and needs to be replaced.

This location is considered the best option for potential solar photovoltaics.

All Buildings

Madison Gas & Electric Company provides power at 12.47 KV and distributes via transformers.

University of Wisconsin provides steam at 175 psig via a 6” main. Condensate is returned via a 3” condensate pipe. Steam enters at Bldg 5 (Steam Plant) and uses its distribution headers. Buildings 33 and 34 are the only buildings with natural gas, however this is only used for laboratory purposes and is considered negligible. City of Madison provides water to the FPL main campus via an 8” water main. City of Madison provides sewer service via a 10” sewer line to all facility buildings. The current control system for all buildings is out-of-date and frequently inoperable; a user-friendly replacement/upgrade is strongly desired.

2.2.1 Federal Building/Facility Types

Forest Service anticipates that the project will include the following building/facility types:

— Office Space.

— Laboratories/clean rooms.

2.2.2 Site Conditions

— ESCOs should expect the buildings to remain occupied during the performance period, to include construction. However, the Government reserves the right to allow movement of occupants if it is deemed to be in the best interests of the Government.

— Historical buildings on site.

— Secure sites and security procedures.

— Hazmat including but not limited to asbestos, pcb, or other hazardous material.

— Building Operating Hours are typically 6 am to 6 pm. Building #1 is on the National Register of Historic Places.

2.3 Summary Information on Facility Energy and Water Usage

The following data is to provide respondents with an approximate profile of facilities to be considered for an ESPC and may not be precise.

The total square footage of the facilities in the potential project scope is 359,294 sq. ft. The average energy and water use from 1 Oct 2024 to 30 Sep 2025 for these facilities is shown in the tables below.

For source selection purposes, the potential project scope is the full facility. The locations and data provided in this NOO may not represent the final project that may be identified as a result of the Investment Grade Audit prepared by the selected ESCO.

Utility providers: Chilled Water and Steam provided by University of Wisconsin Madison, Electricity provided by Madison Gas and Electric Water provided by City of Madison.

FY25 Estimated energy and water rates and usage for facilities in potential project scope

Building # 1 – Main Building (Building #1)

Utility rates Total average annual usage

$ Units Quantity Units Total annual cost ($)

Electricity 0.13 KWh 2,032,426 KWh 262,507

Electricity demand KW KW

Natural gas MMBtu MMBtu

Potable water 8.76 Kgallons 335 Kgallons 2,935

Non-potable water Kgallons Kgallons

Steam 6.38 MMBTU 20,768,484 MMBTU 132,486

Chilled Water 0.06 Ton-hr 710,483 Ton-hr 41,094

Total annual cost 439,022

Building # 2 – Wood Fiber Products Lab (Building #33)

Utility rates Total average annual usage

$ Units Quantity Units Total annual cost ($)

Electricity 0.13 KWh 429,263 KWh 55,443

Electricity demand KW KW

Natural gas MMBtu MMBtu

Potable water 7.37 Kgallons 724 Kgallons 5,332

Non-potable water Kgallons Kgallons

Steam 6.40 MMBTU 4,386 MMBTU 28,069

Total annual cost 88,884

Building # 3 – Wood Chemistry Laboratory (Building #34)

Utility rates Total average annual usage

$ Units Quantity Units Total annual cost ($)

Electricity 0.13 KWh 325,843 KWh 42,086

Electricity demand KW KW

Natural gas MMBtu MMBtu

Potable water 8.76 Kgallons 335 Kgallons 2,935

Non-potable water Kgallons Kgallons

Steam 6.41 MMBTU 3,330 MMBTU 21,332

Total annual cost 66,353

Building # 4 – Centennial Research Facility (Building # 50)

Utility rates Total average annual usage

$ Units Quantity Units Total annual cost ($)

Electricity 0.13 KWh 932,746 KWh 120,473

Electricity demand KW KW

Natural gas MMBtu MMBtu

Potable water 0.01 Kgallons 146,568 Kgallons 1,547

Non-potable water Kgallons Kgallons

Steam 5.77 MMBTU 10,559 MMBTU 60,910

Chilled Water 0.06 Ton-hr 295,470 Ton-hr 16,872

Total annual cost 199,802

3 STATEMENT OF OBJECTIVES

3.1 General Statement of Objectives

The project will accomplish significant reductions at the Main Building, Wood Fiber Products Lab, Wood Chemistry Lab, and Centennial Research Facility in energy and water use, energy, water and O&M costs, and enhance energy and water resilience by implementing energy and water conservation measures file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyUse file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyCost file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyUse file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyCost file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyUse file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyCost file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyUse file:///C:/Users/Owner/Downloads/03_noticeofopportunity%20(3).docx%23Instruct_AnnualEnergyCost

(ECMs) as listed in attachment J-3 of the Fourth Generation DOE ESPC IDIQ contract. The ESCO shall explore and recommend all ECMs that may be economically viable and will contribute to the overall project goals and objectives.The ESCO should reduce project costs and increase project benefits by leveraging available direct funding; identifying and supporting agency application for available utility rebates; local, state, and regional financial incentives; renewable energy certificates (RECs); and other investment or tax credits and supporting agency application for AFFECT and other available federal funding.

3.2 Agency Project Objectives/Goals/Priorities

Forest Service’s highest-priority objectives for the potential project are:

3.2.1 General Project Objectives

— Agency anticipates using the Investment Grade Audit to meet Compliance Tracking System (CTS) compliance audits and/or to contribute to meeting Energy Act of 2020 goals of implementing 50% of cost-effective ECMs through performance contracting.

— Increase facility energy efficiency and water efficiency for agency-wide facility energy use intensity and potable water use intensity.

— Address site energy security and resiliency needs.

— Achieve comprehensive project and deep energy savings.

— Improve indoor air quality.

— Improve occupant comfort.

— Develop a project with the potential for replication at other agency facilities.

— M&V - Implement cost-effective, appropriate project measurement and verification (M&V) that meets our needs and approval.

— Achieve a successful project that effectively balances technical/financial/other risks between ESCO and agency.

— Financing -- Minimize financing costs.

— Maintenance -- Include reliable, cost-effective preventative maintenance of ECM assets.

— Compliance and Permitting -- Develop a successful project that effectively overcomes challenges in complying with applicable regulations and obtaining required permits.

— Financial incentives -- Reduce project costs by identifying and applying all available rebates; local, state, or regional financial incentives; renewable energy certificates (RECs); and other investment or tax credits.

— Implement a Smart Laboratory Program -- Reduce ventilation during occupied and unoccupied time periods based on a ventilation risk assessment, employ high ventilation effectiveness design, minimize fan energy, use smart building controls

— Use monitoring-based commissioning to identify ECMs with savings that may vary from year to year, and use a reserve account to capture the savings (see DOE-FEMPs “Enhancing Performance Contracts with Monitoring-Based

Commissioning (MBCx),” section 4.3, Incorporating Monitoring-Based Commissioning in Each Performance Contract Phase, https://www.energy.gov/eere/femp/articles/enhancing-performance-contracts-monitoring-based-commissioning).

3.2.2 Specific Goals for Energy Use and Cost Reduction are:

— Achieve comprehensive project and deep energy savings

3.2.3 Energy Security Objectives

— Provide a broad study of all technology approaches that address the site's energy security, resiliency and cybersecurity needs.

— ESCO operation and maintenance of energy security/resiliency asset.

3.2.3 Objectives for Specific ECMs

Forest Service is interested in upgrading/installing equipment related to the following systems:

− Lighting Upgrades

− HVAC Equipment Replacement (Window AC units, electric baseboard heat, split AC/furnace, heat pumps, boilers, chillers, rooftop units, packaged air conditioners, etc.

− HVAC Controls Upgrades

− Building Envelope Upgrades

− Solar PV upgrades

— Achieve high energy efficiency using Energy Star certified, FEMP-designated products and facility treatments.

3.2.4 Water Conservation Project Objectives

— Reduce water consumption (water fixture replacements)

4 ESCO SELECTION

4.1 ESCO Selection Process

Forest Service will select an ESCO for potential task order award in accordance with the Selection Based on Qualifications Method at section H.3.8.1 of the Fourth Generation DOE ESPC IDIQ.

Forest Service may use a two-step process for ESCO selection. In the first down-selection process (the first step), after evaluation of the ESCOs’ responses to this NOO, Forest Service may select two or more ESCOs deemed most qualified for further consideration for selection. The process and requirements for this first step are described in this notice.

In the second step of ESCO selection, after a first down-selection, Forest Service may request further information from the remaining ESCOs. Forest Service will provide ESCOs with evaluation requirements for the second down-selection at that time. Agencies may conduct discussions with selected ESCOs.

Discussions may include interviews, written responses, presentations, ESCO resume interviews, etc., that address details related to previously submitted information. ESCOs may be required to participate in interviews at Forest Service as part of the second down-selection process.

The agency will down select to one ESCO to conduct Investment Grade Audit (IGA).

The Government reserves the right to adjust the selection process if the agency deems it to be in the best interest of the Government.

4.2 Project Development Approach

Agency plans to use a direct to IGA approach to project development and issue a Notice of Intent to Award with the ESCO down selection. ESCO shall describe how they will use project milestones defined in the project timeline to ensure that project scope and costs are acceptable to the agency throughout the development process.

4.3 Project Development Approach Timeline Estimated

Closing date for receipt of Expressions of Interest: [4/23/2026, 5:00 p.m. EST]

Completion of agency evaluation process: [4/27/2026 ]

Agency notification to ESCO selected [4/28/2026]

Agency notification to unsuccessful ESCOs 04/28/2026

Unsuccessful ESCO debrief opportunity: [4/30/2026 - 5/01/2026

Project Development to Award:

Notice of Intent to Award: 5/05/2026

Investment Grade Audit Kickoff: 5/11/2026

Agency Develops TO RFP: 6/26/2026

ESCO Proposal Development

• Midpoint Project Review: 7/1/2026

• 90/100% IGA Deliverable (Technical and Price): 7/15/2026

• Agency comment review & evaluation; Comment Resolution meeting: 8/4/2026

• Final Proposal: 8/14/2026

Final negotiations and TO award: 9/12/2026

Implementation Period (Final Design, construction, commissioning, and project acceptance):

9/1/2027

Performance Period: TBD- up to 25 years

5 REQUIRED SUBMITTALS

ESCOs shall submit the information listed below in their responses to this NOO. Some information is required by the DOE ESPC IDIQs at H.3.8.1 and other submittals are specific to this NOO.

5.1 ESCO Technical Competencies and Experience (5 pages max, at least 12 pt font)

Experience – Submit information on your experience on up to 5 ESPC projects, or efforts similar to the potential project, that include any of the potential ECMs. Information shall include:

− Specific detailed descriptions of those projects, − The resulting energy and water savings from those projects, − Financial Incentives applied to the projects, − An explanation of how those projects relate to the objectives (or general scope and content) of the envisioned project.

Technical Qualifications to Perform an ESPC – Describe your technical qualifications and abilities as related to our facility characteristics and project objectives to deliver a successful ESPC project. The description should cover your ability to:

− Design and construct energy and water conservation measures, − Identify and support agency application for all available financial incentives, − Sustain performance and savings throughout the entire contract term, − Plan and perform comprehensive measurement and verification, − Deliver a project at a fair and reasonable price.

Qualifications to Perform an IGA – Describe your qualifications to conduct an investment grade audit as it relates to the objectives described in this NOO. The description should cover your ability to provide meaningful information to assess viable ECMs, establish baselines, and estimate energy and water savings.

5.2 ESCO Management Approach (5 pages max, at least 12 pt font)

Management Approach – Describe your approach for conducting an ESPC at Forest Product Laboratory in Madison, WI that shows an understanding of our objectives and priorities for the project. Address how our opportunities and challenges (as described in this notice) could be managed. Describe the ESCO project team and resources that would be brought to the potential project, including entities you may team with. Submittals shall include your approach to:

− Managing the design, construction, and continued performance of energy and water conservation measures in an efficient and cost-effective manner, − Managing cost, schedule, and technical performance (including subcontractors if used) including the methods to monitor and report progress to customers, − Building quality into the project including process to identify problems and formulate solutions to mitigate difficulties, − Performance of operations, maintenance, repair and replacement of equipment to ensure continued equipment performance, − Subcontractor source selection including the significance of technical qualifications and price.

Incorporating Small Businesses – Describe how small businesses were incorporated into the ESPC or similar energy and water conservation projects described above. Explain how small business will be incorporated into the potential project.

Organization & Personnel – It is important that key ESCO staff be involved and available to the agency from ESCO selection through the project acceptance. Discuss how this continuity in the ESCO project team will be maintained throughout project development and construction. Submittals shall include your approach to:

− Management style and capacity for resources as demonstrated through the organization structure, key personnel, and subcontractor involvement, − Key personnel/positions integral to successful performance, − Maintaining continuity of the ESCO team throughout ESCO selection, project development, and construction.

5.3 References for ESCO Past Performance

− Provide contact information for previous customers who can provide information related to the projects described under 5.1 ESCO Experience. Provide the following information for each reference: Energy Project Agency and Site o ESPC Task Order/Contract Award Date o Project Acceptance Date (or ESPC stage, if not yet accepted) o Previous customer (reference) point of contact o Name:

o Title/Position [CO, project manager, etc.] o Phone:

o E-mail:

o Describe how his project is similar to the project described in the Notice of Opportunity.

Provide details such as similar equipment, requirements, conditions, etc.

These references may be contacted to provide the information called for by a Past Performance Questionnaire (Attachment A), which Forest Service may transmit to references. References may be asked to complete a questionnaire by e-mail directly to Colleen Reittinger, Contract Specialist, at . Past Performance Questionnaires sent to the Contracting Officer directly from the ESCO will not be accepted for evaluation. Forest Service reserves the right to obtain and evaluate experience and past performance information from other sources known to Forest Service that are not included in the ESCO’s response to this NOO in assessing past performance.

Other Agency Required Submittals

6 SIGNIFICANT EVALUATION FACTORS

The significant evaluation factors that the agency expects to consider in reviewing the responses and their relative importance are as follows:

6.1 The ESCO’s Technical Competencies and Experience in relation to our facility characteristics and project objectives to (a) conduct an investment grade audit that provides meaningful information to assess viable energy and water conservation measures (ECMs) and establish baselines and project savings; (b) design and construct ECMs similar to those stated in the “objectives” section of this NOO;

and (c) provide sustained savings and performance as reported through annual measurement and verification reports. Technical risk will be assessed to determine the degree to which the ESCO’s experience, technical qualifications, and qualifications to perform an IGA demonstrate the potential to satisfy the Government’s objectives for successful performance without the need for increased Government oversight.

6.2 The ESCO’s Management Approach including project management capabilities and personnel qualifications as related to our facility characteristics and project objectives to: (a) manage the design, construction, and continued performance of ECMs in an efficient and cost effective manner;

(b) management style and capacity for resources as demonstrated through the organization and key personnel; and (c) incorporate the use of small businesses to implement and sustain savings. Technical risk will be assessed to determine the degree to which the ESCO’s management approach may cause disruption of schedules, degradation of performance, or likelihood of unsuccessful contract performance.

6.3 The ESCO’s Past Performance (feedback from previous customers). To assess the degree of confidence the Agency has in the ESCO’s ability to supply ESPC services that meet the user’s needs based on a demonstrated record of performance.

6.4 Additional Evaluation Factors

Key staffing for the project.

6.5 Relative Importance of Evaluation Factors

Evaluation factors will be evaluated as follows: ESCO technical competencies and experience (40%), management approach (20%), and past performance (40%).

7 SUBMITTALS OF EXPRESSIONS OF INTEREST

ESCOs are required to submit their expressions of interest via e-mail to Cassandra Carey, Contracting Officer, Cassandra.carey@usda.gov and cc the Contract Specialist, Kimberly Turner, Kimberly.turner@usda.gov prior to 4/23/2026, 5:00 pm (EST). If you are not interested in participating, please provide a negative response.

No data or literature of any kind, other than that specified in this notice, will be accepted, nor will discussions take place at this time.

ESCOs may submit general questions or questions about the selection process in writing prior to 4/15/2026. All questions posed by ESCOs along with Agency responses to those questions will be distributed to all contractors.

Submit questions via email to Cassandra Carey, Cassandra.carey@usda.gov, with a cc to Kimberly Turner, Kimberly.turner@usda.gov .

Each ESCO must designate one point of contact for all communications between the ESCO and Forest Service. Please provide name, title, phone number, and email address for this individual. No other communications regarding this notice or requirement are allowed.

8 AGENCY OMBUDSMAN

In the event there are any concerns related to fair opportunity that cannot be resolved by the ordering agency Contracting Officer, the Contracting Officer will refer the Contractor to the ordering agency’s Task and Delivery Order Ombudsman.

The agency’s Task and Delivery Order Ombudsman is as follows:

Angela Hanz Phone: (608) 231-9322 e-mail: angela.hanz@usda.gov

Sincerely, Cassandra Carey Contracting Officer USDA-Forest Service Procurement & Property Services (PPS) Procurement Ops Services Division cc: FEMP Federal Project Executive (Brad Gustafson, gustafsonba@ornl.gov) FEMP Project Facilitator (TBD) DOE Golden Office (Eric Brandenburg, eric.brandenburg@ee.doe.gov) mailto:Kimberly.turner@usda.gov mailto:Kimberly.turner@usda.gov

PAST PERFORMANCE QUESTIONNAIRE:

Attachment to the Notice of Opportunity

CONTRACT INFORMATION (ESCO to complete #1-4 and address and/or location that the questionnaire is to be sent in the customer instructions)

1. ESCO Information:

Firm Name:

Address:

Point of Contact:

Contact Phone Number:

Contact email Address:

2. Work Performed as:

___ Prime Contractor ___Subcontractor ___Joint Venture ___Other (Explain)

Percent of project work performed:

If subcontractor, who was the prime? (Firm name/phone #):

3. Contract Information:

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: ___ ESPC ___Other (Please Specify including FP/CR/Other):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Original Contract Acceptance (construction accepted) Date (mm/dd/yy):

Actual Contract Acceptance (construction accepted) Date (mm/dd/yy):

Explain Differences:

Original Implementation Price (excludes finance and service period costs):

Original Contract Price (all costs including design/implementation, finance, and service period costs

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

What were the energy or water conservation measures employed in the contract (e.g., lighting, controls)?

What was the complexity of work: ___High ___Med ___Routine?

CUSTOMER INFORMATION (Agency/Customer/Client/Site to complete #5-7 and Past Performance Questionnaire below)

5. Customer Information:

Name:

Title:

Phone Number:

Email:

6. Describe the customer’s role in the project: __________________________

7. Customer’s Signature & Date: ______________________________________ Date:

INSTRUCTIONS TO CUSTOMER: Please provide responses to the questions below (as applicable) by circling the appropriate adjectival ratings. At the end, please also provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist an agency in evaluating performance risk (please attach additional pages if necessary). Please submit the completed form directly to the agency requesting the evaluation. Also, please retain the evaluation in case other agencies make a similar request. The Government reserves the right to verify any and all information on this form.

ADJECTIVAL RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT YOUR EVALUATION OF THE

CONTRACTOR’S PERFORMANCE

Rating Definition

(E) Exceptional Performance was substantially and consistently above contract requirements.

ESCO displayed an overall superior understanding of contract requirements, and may have used innovative approaches leading to enhanced performance.

(VG) Very Good Performance was above minimum contract requirements. Contractor displayed a thorough understanding of contract requirements.

(S) Satisfactory Performance met minimum contract requirements.

(M) Marginal Performance was below minimum contract requirements. ESCO displayed a lack of thorough understanding of contract requirements in one or more significant performance areas.

(U) Unsatisfactory Performance completely failed to meet the minimum contract requirements.

ESCO displayed a total lack of understanding of contract requirements.

(NA) Not Applicable

No information or did not apply to your contract.

PLEASE CIRCLE THE ADJECTIVAL RATING WHICH BEST REFLECTS YOUR EVALUATION OF THE

CONTRACTOR’S PERFORMANCE.

1. QUALITY

Before contract/task order award

a) The initial energy audit or Preliminary Assessment provided by the contractor followed the requirements, was of high quality, and showed that the ESCO addressed the customer’s input provided throughout the development process.

E VG S M U NA

b) The Proposal (including technical investment grade audit and pricing) provided by the contractor followed the requirements, addressed any comments that may have been documented from the initial energy audit, was of high quality, and showed that the contractor addressed the customer’s input provided throughout the development process.

E VG S M U NA

After contract/task order award

c) M&V Reports were timely and accurate and showed contracted savings were met. E VG S M U NA

d) Ability to meet quality design and construction standards specified for technical performance E VG S M U NA

e) Timeliness/effectiveness of contract problem resolution without extensive customer guidance E VG S M U NA

2. SCHEDULE/ TIMELINESS OF PERFORMANCE

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones (If liquidated damages were assessed or the schedule was not met, please address below.)

3. COMMUNICATION

a) ESCO was reasonable and cooperative in dealing with client staff (including the ability to successfully resolve disagreements/ disputes; and responsiveness to client requests)

4. MANAGEMENT/ PERSONNEL/ LABOR

a) Effectiveness of management, including management of subcontractors, suppliers, materials, and/or labor force (including the ability to effectively lead, manage and control the program)

b) Continuity in the ESCO’s personnel during execution of the contract (e.g., one person or team that stayed with the project throughout the contract) E VG S M U NA

5. COST/ FINANCIAL MANGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price? E VG S M U NA

b) ESCO proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefitted the client E VG S M U NA

6. SAFETY/ SECURITY

a) To what extent was the ESCO able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues? (Includes following the user’s rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

7. SUBCONTRACT MANAGEMENT

a) Ability to manage subcontracting effort including any subcontracting issues, and the ESCO’s ability to resolve the problems without extensive customer guidance.

8. SUMMARY

a) Would you hire or work with this firm again? If no, please explain below.

Yes No

b) Provide an overall rating for the work performed by this contractor.

Narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):