On-Call_Consulting_Services_for_Whole_Building_Energy_and_Sustainability_Analysis,_Zero_Emission_Fleet_Transition,_and_Infrastructure_Planning_(Addendum_#3_Revision).pdf

REQUEST FOR PROPOSAL

2024-RFQ-0345

ON-CALL CONSULTING SERVICES FOR WHOLE BUILDING ENERGY

AND SUSTAINABILITY ANALYSIS, ZERO EMISSION FLEET

TRANSITION, AND INFRASTRUCTURE PLANNING

County of Sacramento

9660 Ecology Lane

Sacramento, CA 95827

RELEASE DATE: July 30, 2024

DEADLINE FOR QUESTIONS: August 20, 2024

RESPONSE DEADLINE: September 26, 2024, 3:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Sacramento

REQUEST FOR PROPOSAL

On-Call Consulting Services for Whole Building Energy and Sustainability

Analysis, Zero Emission Fleet Transition, and Infrastructure Planning

1. Introduction

2. Definitions

3. Basis for Award

4. Proposer's Instructions

5. Project Details

6. Evaluation Phase

7. Vendor Submissions

8. Final Acceptance

9. Sacramento County Standard Terms and Conditions

10. Additional Terms and Conditions

11. Environmental Purchasing Policy

12. Insurance Requirements for Contractors

Attachments:

A - Sample Task Order - Scope of Work

B - Sample Agreement

C - Board Declaration of a Climate Emergency_12-16-20

D - RiskAssessmentQuestionnaire(Att2) (5)

Request for Proposal #2024-RFQ-0345 Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet Transition, and Infrastructure Planning

1. Introduction

1.1. Summary

The County of Sacramento (County) Department of General Services is accepting Statements of

Qualifications from qualified consultants to provide On-Call Consultant Services for Whole Building

Energy and Sustainability Analysis, Zero Emission Fleet Transition, and Infrastructure Planning to support planning and implementation efforts for short- and long-term County facilities and fleet sustainability activities. This solicitation will result in an on-call contract with one or more successful firms for the services described above, which multiple County departments may utilize on an as-needed basis for various projects or "task orders" throughout the contract period. This Request for Qualifications (RFQ) includes a Scope of Work and a Sample Task Order Scope of Work. The Scope of Work describes the minimum capabilities required of the firm. The Sample Task Order Scope of Work represents a task order that the County intends to expedite shortly after award of an on-call contract to the successful offeror(s). Task orders will be issued against the on-call contract(s). As one of the requirements of this

RFQ process, offerors will submit Fee Schedules from which all task orders will be priced.

The following documents are attached to this RFQ:

A - Sample Task Order - Scope of Work

B - Sample Agreement

C - Board Declaration of a Climate Emergency

1.2. Background

The County of Sacramento, Department of General Services and its Fleet Services Division have a long history of successful environmental and sustainability initiatives. These initiatives are well documented back to 1999 and the County has made many notable achievements since that time.

The County Board of Supervisors adopted the Climate Action Plan – Strategy and Framework Document

(CAP) on November 9, 2011, which presented a framework for reducing GHG emissions and an overall strategy to address climate change. Additionally, it provided direction for developing the second phase of the CAP.

The Climate Action Plan – Phase 2B (Draft – pending adoption) was released in August 2022. Final

Climate Action Plan.pdf (saccounty.gov)

The County is preparing a Subsequent Environmental Impact Report (SEIR) to analyze the potential impacts of revisions to the 2022 CAP prior to final adoption.

In December 2020 the Sacramento County Board of Supervisors adopted a resolution declaring a climate emergency and identifying the County’s efforts to mobilize and contribute towards a safe climate.

Since 2015 the Fleet Services Division has purchased zero emissions (including hydrogen fuel cell) and electric vehicles, mostly passenger sedans in the light equipment segment of the fleet. Fleet Services

Division has fostered growth of charging infrastructure near its headquarters at the Branch Center complex adjacent to Bradshaw Rd. and in County parking facilities in downtown Sacramento for use by https://planning.saccounty.net/PlansandProjectsIn-Progress/Documents/Climate%20Action%20Plan/CAP%20Strategy%20and%20Framework%20Document.PDF https://planning.saccounty.net/PlansandProjectsIn-Progress/Documents/Climate%20Action%20Plan/CAP%20Strategy%20and%20Framework%20Document.PDF https://planning.saccounty.gov/PlansandProjectsIn-Progress/Documents/Climate%20Action%20Plan/Final%20Climate%20Action%20Plan.pdf#search=climate%20action%20plan https://planning.saccounty.gov/PlansandProjectsIn-Progress/Documents/Climate%20Action%20Plan/Final%20Climate%20Action%20Plan.pdf#search=climate%20action%20plan

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

County fleet vehicles, employees and the general public. In May 2021, Department of General Services signed a memorandum of understanding with the Sacramento Municipal Utility District (SMUD) to be an inaugural participant in SMUD’s eFuel program, and innovative “Charging as a Service” (CaaS) business model to eliminate high upfront capital costs of electrification. Complete evaluation of the County light fleet resulted in three proposed projects near fleet headquarters and a downtown garage EV charger expansion with up to 60% cost covered by Sacramento Municipal Air Quality Management District

(SMAQMD) incentives. Final board approval is pending with target completion in 2025. Projects will expand current (18) level II plugs to (42) level II plugs and (2) DCFCs near fleet headquarters and (12) additional Level II chargers downtown.

In January 2024, California Air Resources Board (CARB) – Advanced Clean Fleet (ACF) regulations became effective for public fleets, requiring (generally) 50% of all fleet vehicle purchases over 8,500 gross vehicle weight rating (GVWR) to be CARB certified zero emission or electric.

1.3. Contact Information

Robert Bigney

Senior Contract Services Officer

9660 Ecology Lane

Sacramento, CA 95827

Email: bigneyr@saccounty.gov

Phone: (916) 876-6375

Department:

DGS: CAPSD - Procurement

Department Head:

John Moestopo

Acting Purchasing Agent

1.4. Timeline

Release Project Date July 30, 2024

Question Submission Deadline August 20, 2024, 3:00pm

Addendum Issued (if necessary) August 30, 2024, 3:00pm

Submission Deadline September 26, 2024, 3:00pm

Award Contract January 7, 2025 mailto:bigneyr@saccounty.gov tel:(916)876-6375

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

2. Definitions

Response:The written, signed and sealed complete document(s) submitted according to the proposal instructions. Response does not include any verbal or documentary interaction apart from submittal of a formal Response.

Request/Proposal/Bid: The completed and released solicitation, including all subsequent addenda, made publicly available to all prospective proposers.

We/Us/Our: Terms that refer to the County of Sacramento, a duly organized public entity. They may also be used as pronouns for various subsets of the County organization, including, as the context will indicate:

• Purchasing - the Contracts and Purchasing Services Division of the Department of General

Services.

• Department/Division – The department or division requesting the goods or services contained in this request, for which this PROPOSAL is prepared and which will be the end user of the requested goods or services.

• Constituency – the client base or County population which may benefit from the procurement of goods and/or services requested herein.

You/Your: Terms that refer to businesses/individuals submitting a response. The term may apply differently as the context will indicate.

• Supplier - A business entity engaged in the business of providing services.

• Proposer - A business entity submitting a Response to this proposal. Suppliers which may express interest in this proposal, but who do not submit a Response, have no obligations with respect to the proposal requirements.

• Contractor - The Proposer(s) whose Response to this proposal is evaluated as meeting the needs of the County. Contractor(s) will be selected for award, and will enter into a contract(s) for provision of the services described in this proposal.

• Contractor’s Employee - All persons who can be offered to provide the services described in the proposal. All employees of the Contractor shall be covered by the insurance programs normally provided to persons employed by a company (ex: Worker’s Comp, SDI, etc.).

Mandatory: A required element of this request/proposal/bid. Failure to satisfy any element of this request/proposal/bid defined as “mandatory” will disqualify the particular response.

Default:A failure to act as required by any contract resulting from this request, which may trigger the right to sue or may excuse the other party's obligation to perform under the contract.

Cancellation/Termination:A unilateral or mutual decision to not complete an exchange or perform an obligation under any contract resulting from this request.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

“Or Equal”: A statement used for reference to indicate the character or quality desired in a requested product or service. When specified in a proposal document, equal items will be considered, provided the response clearly describes the article. Offers of equal items must state the brand and number, or level of quality. When brand, number, or level of quality is not stated by proposer, the offer will be considered exactly as specified. The determination of the Purchasing Agent as to what items are equal is final and conclusive.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

3. Basis for Award

This proposal award will be determined by factors other than price alone. The County’s sole purpose in the evaluation process is to determine from among the Responses received, which one is best suited to meet the County’s needs. Any final analysis or weighted point score does not imply that one proposal is superior to another, but simply that in our judgment the proposal(s) we select offer(s) the best overall solution for our current and anticipated needs. The County reserves the right to make modifications to any scoring and/or weight structure prior to the evaluation of responses. The responses will remain sealed during the proposal evaluation period, and will be made available for public inspection upon notice of proposal award.

Bid responses will be considered valid for a period of120 calendar days after bid closing date above.

Note: All specifications, terms and conditions of this request will apply to any resulting order.

3.1. Scoring Criteria

Statements of Qualifications (SOQ) will be scored on factors in your SOQ such as ability to meet the requirements of the RFQ, experience, references, risk assessment, etc. Contract(s) will be awarded to the highest scoring proposer(s). Pricing will be excluded from the evaluation.

The County will evaluate all SOQ's submitted. The evaluation factors reflect the totality of considerations represented in the requested SOQ responses. The objective is to choose the SOQ(s) that offers the highest quality services and will achieve the project’s goals and objectives within a reasonable budget.

Evaluations will be based on the criteria listed in Section 6. Evaluation Phase.

3.2. Statement of Qualifications

Statements of Qualifications (SOQ's) should address criteria listed in the order as they appear in Phase 1

- Proposal Evaluation Criteria and demonstrate experience and qualifications as described in the Scope of Work of this RFQ. Offerors shall identify in their SOQ introduction whether they are submitting their

SOQ for Category 1, Category 2, or both categories:

Category 1: Whole Building Energy and Sustainability Analysis

Category 2: Zero Emission Fleet Transition and Infrastructure Planning

Offerors are not required to submit SOQ's for both categories; however, SOQ's should incorporate the offeror's experience and qualifications as it relates to their selected category or categories in the appropriate sections of their SOQ's.

3.3. Evaluation Process

RFQ responses will be evaluated by a panel made up of members appointed by the Department of

General Services from various stakeholder departments within the County of Sacramento. RFQ responses will be scored in accordance with the criteria shown herein. The score in each area will be weighted by the factors shown in the table and a total score will be formulated. The scoring and rankings assigned by the evaluation panel will be final, not subject to any appeal process and may not be influenced by RFQ respondents.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

Prior Experience: Experiences with the County and entities that evaluation committee members represent may be taken into consideration when evaluating qualifications and experience.

Additional Investigations: The County reserves the right to make such additional investigations as it deems necessary to establish the competence and financial stability of any offeror submitting an SOQ.

Requests for Additional Information or Clarification: In order to comprehensively evaluate the proposals received, County may seek additional information or clarification from one or more of the offerors.

Interviews: The top ranked respondents, to be determined by the panel, may be selected to participate in a final interview process on a date to be scheduled after the initial ranking has taken place. The

County reserves the right to conduct interviews with some or all of the offerors during the evaluation process. Upon notification of intent of Department of General Services (DGS) to schedule an interview, respondents shall have 10 business days to respond and schedule the interview. All interviews will occur within 30 days of official notification by DGS. Interviews may be conducted in person or remotely via a platform mutually acceptable to both DGS and the RFQ respondent. Remote participation in the interview process will not affect the interview score of the participating firm. In the event that interviews are conducted, information provided during the interview process shall be taken into consideration when evaluating the stated criteria. The County of Sacramento shall not reimburse the offeror for the costs associated with the interview process. If interviews are conducted, final rankings will be based on the sum of the interview and SOQ evaluation scores.

3.4. Contract Negotiation Process

After the SOQ and interview evaluation process is complete, the selected consultant(s) may enter into a contract negotiation process with the County, whereby the final terms and conditions of work to be performed will be negotiated. Offerors shall be accorded fair and equal treatment in conducting negotiations and there shall be no disclosure of any information derived from SOQ's submitted by competing offerors. The Scope of Work within this RFQ shall remain unchanged, however during the negotiations the items within the Scope of Work may be better defined. Terms and conditions to be negotiated may include but will not be limited to:

A. Task Assignments - In the event that multiple consultants are selected, task assignments particular to each contracted consulting firm will be clearly identified.

B. Project timelines and deadlines.

C. Documentation and record keeping of work performed by the consulting firm.

D. Define work schedule and contract milestones.

E. Invoicing and payment terms.

F. County expectations and define content for the final report.

G. Presentation of the final report and recommendations to the County Board of Supervisors.

H. Performance evaluation intervals for evaluations to be performed by DGS.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

I. Terms and conditions for contract extensions.

J. Conditions under which the County may terminate the contract(s).

K. Other contract terms and conditions.

3.5. Contract Award

Upon final contract negotiations and Board of Supervisors' approval, the County of Sacramento shall award on-call contract(s). Due to the County’s fiscal budget process, commencement of work may be directed to start on a specific date. Once the contract is ratified by all parties, the contract will act as the controlling document between the parties. The County reserves the right to award more than one on-call contract for consulting services if the County’s evaluation of all RFQ responses reveals that the

County will be best served by awarding contracts to multiple consultants. Should the County award contract(s) for consulting services as a result of this RFQ, initial contracts shall be effective for a two-year initial term with an option to extend the contract(s) for three (maximum) subsequent terms of one year each upon mutual agreement of all parties to the contract. Each awarded contract, including subsequent extensions, shall be managed by the County individually. The award or extension of any single contract as a result of this RFQ shall not be construed to mean that all contracts will be extended.

3.6. Task Orders

Specific work for various County departments will be assigned via task orders on an as-needed basis. The consultant(s) and County of Sacramento will negotiate the scope for each task order on a project-by-project basis. Proposal pricing for task orders shall be based on the fees and rates listed in the consultant's Fee Schedule that was submitted in response to RFQ-0345. Actual execution of task orders will be at the sole discretion of the County. Task Orders will be issued through additional solicitations conducted among consultants who are awarded a contract under this solicitation.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

4. Proposer's Instructions

General Format: Respond to all requests for information and completion of forms contained in this

Request for Proposal. You may use additional sheets as necessary. A qualifying response must address all items. Brochures and advertisements will not be considered a complete reply to requests for information and will not be accepted as such. Proposer is solely responsible for accuracy and completeness of proposal response and for electronically separating confidential documents when submitting their response through SacCountyEbids. Responses considered incomplete may be rejected.

Alteration of Proposal Text: the original text of this proposal document, as well as any attachments, amendments or other official correspondence related to this proposal document, may not be manually, electronically or otherwise altered by proposer or proposer’s agent(s). Any response containing altered, deleted, additional or otherwise non-original text will be disqualified.

Preparation of Response:

A. All responses must be signed by an authorized officer or employee of the responder.

B. Responses must be submitted prior to the specified date and time, using the SacCountyEbids.

Responses delivered by hand, fax, telephone, e-mail, or any postal carrier will not be accepted. If bidder uploads a file to SacCountyEbids, it is bidder responsibility to ensure the file is not corrupt or damaged. If County is unable to open an attachment because it is damaged, corrupt, infected, etc., it may disqualify bidder’s submission. See this training guide for guidance entering your online response.

C. Time of delivery must be stated as the number of calendar days following receipt of the order by the proposer to receipt of the goods or services by the County.

D. Time of delivery may be a consideration in the award.

E. Prices will be considered as net if no cash discount is offered. If a discrepancy between the unit price and the item total exists, the unit price prevails.

F. Shipping Terms: TBD; Payment Terms: TBD.

Confidential Information/Public Record: All responses become property of the County. All responses, including the accepted proposal and any subsequent contract, become public records per the requirements of the California Government Code, Sections 6250 -6270, “California Public Records Act”.

Proprietary material must be clearly marked as such. Pricing and service elements of the successful proposal are not considered proprietary information.

The County will treat all information submitted in a proposal as available for public inspection once the

County has selected a contractor. If you believe that you have a legally justifiable basis under the

California Public Records Act (Government Section 6250 et. seq.) for protecting the confidentiality of any information contained within your proposal, you must identify any such information, together with the legal basis of your claim in your proposal, and present such information separately (see "Confidential" section in Vendor Submissions) as part of your response package.

https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/saccounty http://help.procurenow.com/en/articles/5815468-opengov-procurement-vendor-training

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

The final determination as to whether the County will assert your claim of confidentiality on your behalf shall be at the sole discretion of the County. If the County makes a determination that your information does not meet the criteria for confidentiality, you will be notified as such. Any information deemed to be non-confidential shall be considered public record.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

5. Project Details

5.1. Important Instructions for Electronic Submittal

The County is accepting electronic bid submissions. Bidders shall create a FREE account with OpenGov

Procurement by signing up at Sign Up (opengov.com). Once you have completed account registration, browse back to this page, click on "Submit Response", and follow the instructions to submit the electronic bid.

5.2. Scope of Work

EXHIBIT A – SCOPE OF WORK

1. SERVICE REQUIREMENTS

1.1 The as-needed services will span multiple projects, will involve a variety of completion timeframes, and will be located throughout the County of Sacramento. The following Technical

Requirements are considered “basic services” and are expected capabilities of qualified firms as applicable to the offeror's selected category or categories. Not all Technical Requirements will apply to both categories (Category A - Whole Building Energy and Sustainability Analysis and

Category B - Zero Emission Fleet Transition and Infrastructure Planning).

1.2 Specific Offeror services and required deliverables will be determined based on the needs of each individual project. The details and costs of specific projects will be negotiated and documented as Task Orders.

2. TECHNICAL REQUIREMENTS

Offeror shall provide whole building investigation, simulation and analysis. Services may include, but are not limited to, the following specific activities:

2.1 Planning and report preparation:

2.1.1 Assistance with data gathering to support analysis for future enterprise-wide initiatives, (e.g., previous studies conducted: zero net energy and renewable energy implementation)

2.2 Zero Net Energy (ZNE) analysis and project support:

2.2.1 Pre-design study to determine feasibility for ZNE and estimate sizing for onsite renewables, using whole building zero net energy modeling tools

2.2.2 Whole building energy modeling and peer review during design and construction documentation

2.2.3 Measurement and verification services, including M&V plan creation and implementation during construction

2.2.4 MBCx baseline and monitoring

2.3 Daylighting:

2.3.1 Design, analysis, and recommendations

https://procurement.opengov.com/signup

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

2.4 Energy efficiency option analysis:

2.4.1 Analysis of conservation and electrification options

2.4.2 Analysis of efficacy and cost/benefit of options

2.4.3 Cost estimating assistance

2.5 Water conservation and reuse initiatives:

2.5.1 Identification of conservation options

2.5.2 Analysis of efficacy and cost/benefit of conservation options

2.5.3 Project management assistance for implementation

2.6 Carbon reduction analysis:

2.6.1 Analysis and recommendations for reducing carbon pollution from pre-occupancy activities for new construction projects

2.6.2 Analysis and hourly profiles and recommendations for reducing operational carbon

2.7 Electric vehicle and charging transition analysis:

2.7.1 Analysis and support for implementation of EV and EVSC projects

2.8 Proactive energy management:

2.8.1 Energy analysis and whole building modeling

2.8.2 Establish strategy for submetering of end uses

2.8.3 MBCx baseline and monitoring

2.8.4 Support for commissioning of MBCx equipment

2.8.5 Recommend EEMs for energy performance improvement

2.9 Rating and incentive program support:

2.9.1 LEED

2.9.2 Living Building Challenge

2.9.3 WELL

2.9.4 Savings by Design

2.9.5 Utility and tax incentive programs

2.9.6 CalGreen

2.10 Waste source reduction and landfill diversion strategies

3. TECHNICAL EXPERTISE

For Category 'A' offeror's only, offeror shall have expertise with the following requirements, systems, and concepts:

3.1 Whole Building Energy Simulation and Analysis, and energy simulation software including

EnergyPro, E- Plus, DesignBuilder, IESVE

3.2 Daylight Autonomy and Natural Ventilation

3.3 CA Title 24 Part 6 – 2019 Building Energy Efficiency Standards

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

3.4 ASHRAE 90.1

3.5 LEED rating systems

3.6 Living Building Challenge certification systems

3.7 WELL rating system

4. MINIMUM QUALIFICATIONS

For Category 'A' offeror's only, all service providers shall include staff with one or more of the following certifications or equivalent (see item 1.10 in Addendum #2):

4.1 ASHRAE BEMP (American Society of Heating, Refrigerating and Air-Conditioning Engineers

Building Energy Modeling Professional)

4.2 AEE BESA (Association of Energy Engineers Building Energy Simulation Analyst)

4.3 CABEC NR CEA (California Association of Building Energy Consultants, Non-Residential

Certified Energy Certified Energy Analyst).

5.3. Sample Task Order - Zero Emission Fleet Transition

A Sample Task Order Scope of Work for Consulting Services for Zero Emission Fleet Transition and Infrastructure Planning is attached to this RFQ. The Sample Task Order Scope of Work is in draft form and may be amended by the County Project Manager or designee as necessary and is provided in this RFQ for informational purposes. Offerors are NOT required to submit a cost proposal for the Sample Task Order with their response to this RFQ. The County intends to expedite this task order after award of the on-call agreements to the successful offeror(s). After award of the on-call agreements, Fleet Services will solicit cost proposals for the task order from the awarded firm(s) under Category 2 - Zero Emission Fleet Transition and Infrastructure

Planning. If proposals are solicited from more than one firm, Fleet Services will select the proposal that, in its sole judgement, will achieve the project’s goals and objectives within a reasonable budget and meets other requirements and factors determined by Fleet Services to be in the best interest of the County. The consultant's cost proposal shall be based on the consultant's Fee Schedule.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

6. Evaluation Phase

6.1. Phase 1 - Statement of Qualifications Evaluation Criteria

No. Evaluation Criteria Scoring Method Weight (Points)

1. Criteria 1 - Organization Experience and

Qualifications

Category A - Whole Building Energy and

Sustainability Analysis and/or

Category B - Zero Emission Fleet Transition and Infrastructure Planning

1.1 Extent of consulting firm's experience

relevant to providing services within the scope of this RFQ.

1.2 Demonstrated financial stability to fulfill

the requirements of the agreement.

1.3 Demonstrated favorable references that

support stated experience and quality of services.

1.4 Total proposals prepared for fleets and/or

public agencies.

1.5 Number of proposals that agencies have

implemented.

1.6 With what level of success have those

proposals been implemented? If not fully implemented, describe current results.

0-10 Points 20 (20% of Total)

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

2. Criteria 2 - Organization Technical Experience and Qualifications

Category A - Whole Building Energy and

Sustainability Analysis

2.1 Extent of the primary firm and/or sub-

contractor firm experience in the following areas within the stated scope of work

2.1.1 Regulatory Compliance Assessment

2.1.2 Energy Planning

2.1.3 Equipment Procurement Strategy

2.1.4 Power Utility Upgrade Assessment

2.1.5 Facility Improvements and Retrofit

2.1.6 Operational Recommendations

2.1.7 Detailed Report Preparation and Final

Report and Recommendations

2.1.8 Greenhouse Gas Reduction Strategies

and Analysis

2.1.9 Environmental Sustainability Initiatives

2.1.10 Capital and Operating Budgets

2.1.11 Maintenance and Operating Cost

Analysis

2.1.12 Large Maintenance Facility Operations, Management and Compliance

2.1.13 Large Public Project Planning, Estimating

and Permitting

2.1.14 Electrical Infrastructure Analysis

2.1.15 Developing Complicated and

Coordinated Phased

2.1.16 Coordination with electrical utilities in

different geographic regions

Category B - Zero Emission Fleet Transition and Infrastructure Planning

2.1 Extent of the primary firm and/or sub-

contractor firm experience in the following areas within the stated scope of work

2.1.1 Fleet Analysis

0-10 Points 25 (25% of Total)

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

2.1.2 Fleet Zero Emission Transition

Assessment

2.1.3 Regulatory Compliance Assessment

2.1.4 Vehicle / Equipment Procurement

Strategy

2.1.5 Charging Infrastructure and Energy

Planning

2.1.6 Power Utility Upgrade Assessment

2.1.7 Facility Improvements and Retrofit

2.1.8 Operational Recommendations

2.1.9 Detailed Report Preparation and Final

Report and Recommendations

2.1.10 Greenhouse Gas Reduction Strategies

and Analysis

2.1.11 Environmental Sustainability Initiatives

2.1.12 Capital and Operating Budgets

2.1.13 Asset Management and Lifecyle Analysis

of large diverse fleets

2.1.14 Maintenance and Operating Cost

Analysis

2.1.15 Detailed Total Cost of Ownership

Analysis

2.1.16 GPS / Telematics and Vehicle Utilization

Data

2.1.17 Fuel Consumption and Carbon Analysis

2.1.18 Large Maintenance Facility Operations, Management and Compliance

2.1.19 Vocational and Municipal Service Truck

Specifications and Weight Analysis

2.1.20 Regulatory Requirements for California

based large public and private fleets

2.1.21 CARB regulations applicable to Public

Fleets, particularly Advanced Clean Fleet

Regulations

2.1.22 Large Public Project Planning, Estimating

and Permitting

2.1.23 Electrical Infrastructure Analysis

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

2.1.24 Developing Complicated and

Coordinated Phases

2.1.25 Coordination with electrical utilities in

different geographic regions

3. Criteria 3 - Personnel Experience and

Qualifications

Category A - Whole Building Energy and

Sustainability Analysis and/or

Category B - Zero Emission Fleet Transition and Infrastructure Planning

3.1 Extent of personnel experience relevant to

providing services within the scope of this RFQ.

3.2 Resumes of personnel who would be

assigned to work with County of Sacramento.

3.3 Professional degrees, certifications and

professional accreditations or associations relevant to the scope of work within this RFQ.

3.4 Extent of personnel working and

collaborating with other third party consultants on similar projects.

3.5 Demonstrated assignment of personnel to

respective tasks within the scope of work.

3.6 Demonstrated appointment of a primary

point of contact.

0-10 Points 20 (20% of Total)

4. Criteria 4 - Project Performance, Schedule, Budget and Quality Control

Category A - Whole Building Energy and

Sustainability Analysis and/or

Category B - Zero Emission Fleet Transition and Infrastructure Planning

4.1 Demonstrated effective performance

quality assurance procedures

4.2 Demonstrated the firm’s ability to use tools

to ensure quality performance.

0-5 Points 20 (20% of Total)

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

5. Criteria 5 - Business Location Relative to

Service Area

Category A - Whole Building Energy and

Sustainability Analysis and/or

Category B - Zero Emission Fleet Transition and Infrastructure Planning

5.1 Location of Team member offices relative

to locations where services will be provided in the interest of efficient access to consultants.

0-10 Points 5 (5% of Total)

6. Criteria 6 - Consultant Schedule and

Availability

Offeror's stated availability to start work on

Sample Task Order Zero Emission Fleet

Transition and Infrastructure Planning (see

"Task Order #1 Scope of Work" attached to this

RFQ) for the County following award of a contract and description of any existing scheduling conflicts which may affect the firm’s ability to assign staff according to the County’s schedule.

0-10 Points 5 (5% of Total)

7. Criteria 7 - Risk Assessment Questionnaire.

Response to item #11 Risk Assessment

Questionnaire. Submit the Risk Assessment

Questionnaire separately per instructions in

#11 of the Vendor Questionnaire.

0-5 Points 5 (5% of Total)

6.2. Phase 2 - Interview Evaluation

No. Evaluation Criteria Scoring Method Weight (Points)

1. Interview Evaluation Phase

Interviews may be conducted in person or remotely via a platform mutually acceptable to both DGS and the RFQ respondent. Remote participation in the interview process will not affect the interview score of the participant firm.

0-10 Points 100 (100% of Total)

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

7. Vendor Submissions

7.1. Statement of Qualification Requirements*

Did you read through and confirm that you met all of the Statement of Qualification requirements?

☐ Yes

☐ No

*Response required

7.2. Please confirm that your company will accept the County's contract terms and conditions

☐ Please confirm

7.3. Statement of Qualification (without Fee Schedule)*

Please Upload your COMPLETE Statement of Qualifications here. Upload Fee Schedule separately in the next step.

*Response required

7.4. Separate Fee Schedule*

Offeror shall submit a Fee Schedule. Confirm that your Fee Schedule is not attached to your Statement of Qualifications and is attached separately here. Fee Schedule shall include hourly rates of the principals and all staff to be assigned to provide services under the resulting on-call contract, service charges, fees, and expense reimbursement levels. Offeror shall also provide fee schedules for all subconsultants who will be providing services under the resulting contract. The initial contract term will be for two (2) years; therefore, provide fee schedules for years 1 and 2. All rates and fees shall remain firm. Any proposed fee and rate increases for subsequent contract terms shall not exceed the percentage increase in the California Consumer Price Index, All Urban Consumers, with the base month for calculation purposes being the month closest to the contract's initial effective date. Any mileage reimbursement rates shall not exceed the IRS standard mileage rate in effect.

*Response required

7.5. Confidential Company Information (if applicable)

The County will treat all information submitted in a statement of qualification as available for public inspection once the County has selected a contractor. If you believe that you have a legally justifiable basis under the California Public Records Act (Government Section 6250 et. seq.) for protecting the confidentiality of any information contained within your proposal, you must identify any such information, together with the legal basis of your claim in your proposal, and present such information in this section as part of your response package. Click "File Upload" below to upload your confidential documents.

7.6. Contractor Certification of Compliance*

WHEREAS it is in the best interest of Sacramento County that those entities with whom the County does business demonstrate financial responsibility, integrity and lawfulness, it is inequitable for those entities

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet with whom the County does business to receive County funds while failing to pay court-ordered child, family and spousal support which shifts the support of their dependents onto the public treasury.

Therefore, in order to assist the Sacramento County Department of Child Support Services in its efforts to collect unpaid court-ordered child, family and spousal support orders, the following certification must be provided by all entities with whom the County does business:

CONTRACTOR hereby certifies that either:

☐ (a) the CONTRACTOR is a government or non-profit entity (exempt)

☐ (b) the CONTRACTOR has no Principal Owners (25% or more) (exempt)

☐ (c) each Principal Owner (25% or more), does not have any existing child support orders

☐ (d) CONTRACTOR’S Principal Owners are currently in substantial compliance with any court-ordered child, family and spousal support order, including orders to provide current residence address, employment information, and whether dependent health insurance coverage is available. If not in compliance, Principal Owner has become current or has arranged a payment schedule with the

Department of Child Support Services or the court.

*Response required

7.7. Contractor Certification of Compliance Cont...*

New CONTRACTOR shall certify that each of the following statements is true:

A. CONTRACTOR has fully complied with all applicable state and federal reporting requirements relating to employment reporting for its employees; and

B. CONTRACTOR has fully complied with all lawfully served wage and earnings assignment orders and notices of assignment and will continue to maintain compliance.

NOTE: Failure to comply with state and federal reporting requirements regarding a contractor's employees or failure to implement lawfully served wage and earnings assignment orders or notices of assignment constitutes a default under the contract; and failure to cure the default within 90 days of notice by the County shall be grounds for termination of the contract. Principal Owners can contact the

Sacramento Department of Child Support Services at 1-866-901-3212, by writing to P.O. Box 269112, Sacramento, 95826-9112, or via the Customer Connect website at www.childsup.ca.gov.

☐ Yes

☐ No

*Response required

7.8. Solicitation Exceptions*

Please list all exceptions below referring to name of specific section and (where applicable) paragraph, subsection number, or other identifier. For each exception, please quote the statement(s) to which you are taking an exception, for reference during bid analysis. Exceptions considered excessive or affecting vital terms, conditions or specifications may reduce or eliminate your prospects for award.

Please include the following with every exception (if your company has no exceptions, type "N/A" in this field):

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

A. Page #

B. Section#/Title

C. Exception Description

*Response required

7.9. Non-Collusion Affidavit*

I state that I am authorized to make this affidavit on behalf of my firm, and its owners, directors, and officers. I am the person responsible in my firm for the price(s) and the amount of this proposal.

I state that:

A. The price(s) and amount of this proposal have been arrived at independently and without consultation, communication or agreement with any other contractor, bidder or potential bidder, except as disclosed below in the exceptions field (accept with exceptions).

B. That neither the price(s) nor the amount of this proposal, and neither the approximate price(s) nor approximate amount of this proposal, have been disclosed to any other firm or person who is a bidder or potential bidder, and that they will not be disclosed before proposal opening.

C. No attempt has been made or will be made to induce any firm or person to refrain from submitting a proposal on this contract, or to submit a proposal higher than this proposal, or to submit any intentionally high or noncompetitive proposal/bid or other form of complementary proposal.

D. The proposal by my firm is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any firm or person to submit a complementary or other noncompetitive proposal.

E. My firm, its affiliates, subsidiaries, officer, directors and employees are not currently under investigation by any governmental agency and have not in the last five years been convicted of or found liable for any act prohibited by State or Federal law in any jurisdiction, involving conspiracy or collusion with respect to bidding on any public contract.

F. No current or previous employee of the County of Sacramento (employed by County of

Sacramento within the last calendar year) has been involved or is currently involved in any manner, directly or indirectly, with bidder’s response or considerations in responding to this request.

I understand and my firm understands and acknowledges that the above representations are material and important, and will be relied upon by the County of Sacramento in awarding the contract(s) for which this proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is and shall be treated as fraudulent concealment from the County of Sacramento of the true facts relating to the submission of proposals/bids for this contract. Any violation of this certification shall render bidder’s response invalid. In such a case, bidder’s response will be immediately disqualified.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

☐ Please confirm

*Response required

7.10. Customer References*

Include three (3) Company references here:

Reference 1

• Agency/Company Name

• Project Name

• Project Size (Cost/Unit & Total Cost)

• Project Type

• Year Completed

• Name of Project Manager

• Email Address & Phone Number

• Brief Physical Description of Project

Reference 2

• Agency/Company Name

• Project Name

• Project Size (Cost/Unit & Total Cost)

• Project Type

• Year Completed

• Name of Project Manager

• Email Address & Phone Number

• Brief Physical Description of Project

Reference 3

• Agency/Company Name

• Project Name

• Project Size (Cost/Unit & Total Cost)

• Project Type

• Year Completed

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

• Name of Project Manager

• Email Address & Phone Number

• Brief Physical Description of Project

*Response required

7.11. Risk Assessment Questionnaire*

Please download the below documents, complete, and upload.

• Risk_Assessment_Questionnai...

*Response required

7.12. Legal name of Business and Physical Address (Also Include Mailing Address if different).

Enter the following information here:

A. Legal name of business

B. Physical street address, city, state & zip code

C. Mailing address (only if different from physical address)

7.13. County and Year Business was Established

A. County established:

B. Year established:

C. Business license number:

D. Business license issued by:

7.14. Does your business have more than one office in the State of California?

If Yes, specify the office location considered as the point-of-sale for sales tax purposes:

A. Office Location: street address, city, state, zip code

7.15. For transactions which require sales tax, provide the Reseller Permit Number

Please enter the following information exactly as it appears on your permit:

A. Permit number

B. Company name

C. Street address, city, state, zip code https://government-project.s3.us-west-2.amazonaws.com/14692/69c0247d-f232-4964-94df-52ab07e78aa1_Risk_Assessment_Questionnaire.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4GK2XHPG2%2F20240918%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240918T182418Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEBEaCXVzLXdlc3QtMiJGMEQCIB0WPPilLxCuZXFmucdca4juPXFYU49R3UJRbmPLlicSAiB7rCMMmVKV3C9vCy4moyottKczLN1v6KChDWi1buPdHiqDBQhKEAIaDDg5MjM2NDY4NzY3MiIMdinvNbZy4wqnDU5MKuAEssVXxotnCgKc5mfNAL3lp8gDcZLSDonollVDvnJlQTxPMXwgTUUN7XjU1HB9LLuGhrwnI1YRRkIoWTBx7LLJKtT7UWZ%2BDw8IQGzErhISn44WCz86Dnp6c6saHaAUXNoJ3koWjFh48P37ffUSX%2BYeJTcqBcXaEdC0I5LYdboIdjK2cKpdZA5efnW2oFOyR76QcM7J02f5WauzS%2Bjui1Uaf%2BWcoYv3aU4VT5KKw7ZRd5gzCzq12Di4IR%2FianNGe6P5urBW0jJfEtf%2BaA1U15U3YcHwZjJKIScJ0Ww%2BcyBykOno3FCdfNtGRo%2FQiEVXx4hvoEq5zAVY5a8RE2so9TvpJG1DeSe%2FcQ802fduFUPnX%2BzXzLtU5q57h4kuztTey4pUrsYNc98JygQz%2BkXmXGvSZSV6Px0YXYNzC8KrdUmcFGE5qWYTctCjJFjybpVvN1Kq59qmxO3XIeNwkPmvorSarGkcqd0v%2FA2AcgCL6ekHAyXkMrwVfthCvJK534BHk4KqfkF1STf3SG3oleVUFWEzOeG%2BYbA5bFxHj%2BGz9ZxllPkK%2FQaG2ZAYlBjERkQ6Vm%2BRAa7d3SFcjfKVMP5KsL65uwfXNjWokrPYxCRrmrdHJ4OuLtW0XFhC0C6lEJ5fWl2O1slGe0DnwjBY5T8lq3jB1hxeeigp5pJ5isPj8Y7W1eSFRu14lqmKCUva8xXKGlHGXB%2BX0KE%2B526nqE2OprpSB%2BHfe8dvjDnBiZfX7x3LAEZYF8%2BSIC3T5P174p6TCMVD7vKvSndtZYjH50nwWeZwN021uvaS1wuhW83fhqPJqtkw9Y2stwY6nAEwjE4KiGm2RcXOVRh96Xiyf%2BymA5eD%2FC8GGJ9FRiB05g8hV7z%2FkTuoqUdqK6GCH84XM5%2BrrlZtcwAtKCyN31vN3Qr5Dom8qNx9LyLcMNoX1kTEoeusqnowzTrhU2BhPCFtlbwSeFcR72DTqT7nR2pHdxoh4ps8PV6SETfBB2nhB7wAbOa1UXMP%2BsLdGfT5h8bCcFTBlCsr0vTbZzU%3D&X-Amz-Signature=3e17ffd14eee75801161a798c37340d544a527fcb6cd75ebb839f243b51be662&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Risk_Assessment_Questionnaire.pdf%22&x-id=GetObject

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

7.16. Under penalty of perjury, the undersigned states that the foregoing statements are true and correct. The undersigned also acknowledges that any person, firm, corporation or entity intentionally submitting false information to the County in an attempt to qualify for local preference shall be prohibited from bidding on Sacramento County products and services for a period of one (1) year.*

☐ Please confirm

*Response required

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

8. Final Acceptance

Equipment/Supplies/Services

The County of Sacramento will agree to final acceptance only after the supplied equipment, product or service is tested and is found to perform within acceptable standards of operation, is in compliance with all published and implied performance standards, and is considered by the County to be ready for practical application.

Title: On-Call Consulting Services for Whole Building Energy and Sustainability Analysis, Zero Emission Fleet

9. Sacramento County Standard Terms and Conditions

A. BID/QUOTE/PROPOSAL TERMS AND CONDITIONS: All of the terms and conditions of the bid, quote, or proposal against which this agreement is applied, are hereby incorporated.

B. SALES TAX NOT INCLUDED: Unless otherwise definitely specified, the unit prices do not include

California sales and use tax or Sacramento County sales and use tax.

C. INVOICING & PAYMENT: Upon timely submission of itemized invoices by vendor/contractor, payment shall be made per the terms of this agreement and for the prices stipulated for supplies delivered and/or services rendered after inspection and acceptance. Deductions, if any, may be made from payment as provided by this agreement. Payment on partial deliveries may be made whenever amounts due so warrant or when requested by the vendor/contractor and approved by the County. In connection with any cash (payment) discount specified in this agreement, time will be computed from the date of complete delivery of the supplies, equipment or services as specified, or from date correct invoices are received by County, whichever is later. For the purpose of earning the discount, payment is deemed to be made on the date of mailing of the County warrant or check.

D. HOLD HARMLESS: The vendor/contractor shall hold the County of Sacramento, its officers, agents, servants and employees harmless from liability of any nature or kind because of use of any copyrighted, or uncopyrighted composition, secret process, patented or unpatented invention, articles or appliances furnished or used under this order, and agrees to defend, at his own expense, any and all actions brought against the County of Sacramento or himself because of the unauthorized use of such articles.

E. DEFAULT BY VENDOR/CONTRACTOR: In case of default by vendor/contractor, the County of

Sacramento may procure the articles or services from other sources and may deduct from any monies due, or that may thereafter become due to the vendor/contractor, the difference between the price named in the contract or purchase order and actual cost thereof to the County of Sacramento. Prices paid by the County shall be considered the prevailing market price at the time such purchase is made.

Periods of performance may be extended if the facts as to the cause of delay justify such extension in the opinion of the Purchasing Agent.

F. RIGHT TO AUDIT: The County of Sacramento reserves the right to verify, by examination of vendor/contractor’s records, all…