Oregon Buys Solicitation No. S-33000-00013460 RFP 25-034 Home Energy Score Implementation.pdf

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and Conservation Block Grant

STATE OF OREGON

COVER PAGE

OREGON DEPARTMENT OF ENERGY

is issuing this Intermediate Procurement (“RFP”) under

Oregon Buys Bid Solicitation No. S-33000-00013460

HOME ENERGY SCORING FOR THE

ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT (“EECBG”)

Date of Issue: May 6, 2025, 4:00pm

Opening Date: May 27, 2025, 4:00pm

Single Point of Contact (SPC): Heidi Wheeler

Address: 550 Capitol St. NE City, State, Zip Salem, OR 97301 Phone 503-569-2522 Phone 800-221-8035 E-mail: Heidi.WHEELER@energy.oregon.gov mailto:Heidi.WHEELER@energy.oregon.gov

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

TABLE OF CONTENTS

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

1.2 SCHEDULE

1.3 SINGLE POINT OF CONTACT (SPC)

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

2.2 DEFINITION OF TERMS

2.3 OVERVIEW

2.4 SCOPE OF WORK

SECTION 3: PROCUREMENT REQUIREMENTS AND EVALUATION

3.1 MINIMUM OFFEROR REQUIREMENTS

3.2 MINIMUM SUBMISSION REQUIREMENTS

3.3 OFFER CONTENT REQUIREMENTS

3.4 PROCUREMENT PROCESS

3.5 EVALUATION PROCESS

3.6 RESERVED

3.7 NEXT STEP DETERMINATION

3.8 RESERVED

3.9 RANKING OF OFFERERS

SECTION 4: AWARD AND NEGOTIATION

4.1 AWARD NOTIFICATION PROCESS

4.2 SUCCESSFUL OFFEROR SUBMISSION REQUIREMENTS

4.3 CONTRACT NEGOTIATION

SECTION 5: ADDITIONAL INFORMATION

5.1 COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION………………………………………………………………….20

5.2 CERTIFIED FIRM PARTICIPATION

5.3 GOVERNING LAWS AND REGULATIONS

5.4 OWNERSHIP/PERMISSION TO USE MATERIALS

5.5 CANCELLATION OF SOLICITATION; REJECTION OF OFFER NO DAMAGES

5.6 COST OF SUBMITTING AN OFFER

5.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

5.8 RECYCLABLE PRODUCTS

SECTION 6: LIST OF ATTACHMENTS

ATTACHMENT A SAMPLE CONTRACT

ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C OFFEROR INFORMATION AND CERTIFICATION SHEET

ATTACHMENT D REFERENCE CHECK FORM

ATTACHMENT E PRICE AND COST OFFER FORM

ATTACHMENT F COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT G RESPONSIBILITY INQUIRY

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

SECTION 1: GENERAL INFORMATION.

1.1 INTRODUCTION.

The State of Oregon, acting by and through the Department of Energy (“Agency”), is issuing this Intermediate Procurement for Home Energy Scoring Implementation For Energy Efficiency and Conservation Block Grant.

Agency anticipates the award of one Contract from this RFP. The Contract will be a one-time award, and all services must be completed by May 30, 2026. The budget for this Contract is estimated at a not-to-exceed amount of $150,000. A detailed Statement of Work is set forth within Attachment A, Sample Contract, to this RFP.

1.2 SCHEDULE.

The table below represents a tentative schedule of events. All times are listed in Pacific Time.

All dates listed are subject to change.

Event Date

Time

RFP Posted in Oregon Buys

May 6, 2025

4:00pm

Written Questions / Requests for Clarification Due

May 12, 2025 5:00pm

Answers to Questions / Requests for Clarification Issued

May 16, 2025 Approximately

5:00pm

Offer Opening May 27, 2025 Approximately

4:00pm

Evaluation Period May 27, 2025-June 12, Approximately

Not Applicable

Notice of Award June 12, 2025 Approximately

Contract Negotiation and Execution

June 13, 2025 through June 30, Approximately

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

1.3 SINGLE POINT OF CONTACT (SPC).

The SPC for this solicitation is identified on the Cover Page, along with the SPC’s contact information. Offeror shall direct all communications related to any provision of the solicitation, whether about the technical requirements of the solicitation, contractual requirements, the solicitation process, or any other provision only to the SPC.

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE.

2.1 AUTHORITY AND METHOD.

Agency is issuing this solicitation pursuant to its authority under ORS 279A.050 and ORS 279A.140.

Agency is using the Intermediate Procurement solicitation method set forth in ORS 279B.070 and OAR 125-247-0270.

2.2 DEFINITION OF TERMS.

For the purposes of this solicitation, capitalized words will refer to the following definitions.

2.2.1 General Definitions.

Capitalized terms not specifically defined in this document are defined in OAR 125-246-0110.

Terminology specific to the OregonBuys system may be found at https://www.oregon.gov/das/ORBuys/Pages/Index.aspx.

2.2.2 RESERVED

2.3 OVERVIEW AND PURPOSE.

2.3.1 Project Overview and Background.

The State of Oregon is seeking private-sector parties interested in providing support to Oregon jurisdictions involved in the Energy Efficiency and Conservation Block Grant, to deliver home energy scoring, (“HES”) electrification messaging and rebate/incentive options, to local low-income populations. This EECBG work plan and activities must be completed and final report submitted prior to the end date of the EECBG program, May 30, 2026.

2.3.2 Project Objectives.

The objectives of this public-private partnership are to:

• Improve the energy performance of homes and increase energy use education, within low-income populations,

• Provide consumers with information about rebates and incentives to lower costs of upgrades,

• Meet with participating cities, to develop plans to engage low-income consumers for conducting home energy scores, sharing electrification messages and incentive options where appropriate,

• Assist city staff with identifying qualified low-income homes, http://arcweb.sos.state.or.us/pages/rules/oars_100/oar_125/125_246.html https://www.oregon.gov/das/ORBuys/Pages/Index.aspx

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

• Build relationships with rental property owners who serve low-income households,

• Market and garner activity in participating jurisdictions to meet EECBG funding targets,

• Train and promote EECBG-HES program to Oregon’s HES Assessors, to garner their participation, and

• Work with property owners, Assessors and city officials to combine rental property scoring into Oregon’s current Home Energy Score program.

2.4 SCOPE OF WORK/SPECIFICATIONS.

The Oregon Department of Energy is seeking private-sector parties who are prepared to fulfill the following roles:

• Engagement with Oregon cities interested in EECBG-HES program work.

• Development of a program to work with local jurisdictions, identify low-income populations and deliver Home Energy Scores, electrification options and information about rebates and incentives to lower cost of efficiency upgrades.

• Train Oregon Home Energy Score Assessors to perform this work that includes:

o Home Energy Scoring o Delivering discussions and materials about electrification options o Delivering discussions and materials about options for rebates and incentives

• Track and report activity to include:

o Contacts made o Scores produced with estimated score with upgrades o Electrification discussions o Rebate and incentive discussions

• Conduct a pre and post score analysis on a statistically valid portion of the total homes scored.

• Ensure all Home Energy Scores can be viewed through the Green Building Registry.

Provide a summary report that describes all work completed and includes:

• All activities as described within this; Section 2.4 Scope of Work/Specifications,

• Issues and difficulties experienced, potentially requiring adjustments or additional focus,

• Good news related to completion of the project and potential impacts/outcomes, and

• Share findings of data review, summary statements and post engagement survey.

Refer to RFP Attachment A, Sample Contract, Exhibit A, Statement of Work for additional detail.

SECTION 3: PROCUREMENT REQUIREMENTS AND EVALUATION.

3.1 MINIMUM OFFER REQUIREMENTS.

• Offeror is to have had at least two years’ experience using the USDOE Home Energy Score System.

• Offeror must have at least one person within the Offeror’s organization that can create Oregon home energy scores and has the ability to train HES local Assessors.

• Offeror must have at least two years’ experience conducting in-person outreach to local communities and working with local governments.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.1.1 Offeror Requirements.

To be considered for evaluation, Offeror must demonstrate how Offeror meets all of the following requirements:

• Offeror must have an existing working partner relationship with the U.S. Department of Energy Home Energy Score Program.

• Offeror must provide work samples of community outreach program work.

• Offeror must provide samples of work with local governments.

3.1.2 Key Persons Requirements.

To be considered for evaluation, Offeror must demonstrate the following technical requirements:

o Offeror must have Key Persons on staff with comprehensive knowledge and understanding of Building Science and one or more of the following types certifications:

-BPI-BSP,

-RESNET HERS Rater, or

-USDOE HES.

3.2 MINIMUM SUBMISSION REQUIREMENTS.

3.2.1 Offeror Submission, Format and Quantity.

Offeror should follow the format and reference the sections listed in the Offeror Content Requirements section. Responses to each section and subsection should be labeled to indicate the item being addressed. Offeror must describe in detail how requirements of this solicitation will be met and may provide additional related information.

OregonBuys Electronic Response. Offeror should submit one copy of its Offer electronically through OregonBuys. Offeror should follow the procedures outlined in OregonBuys at:

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal% 20Solicitation%20Response.pdf) for electronic submission.

Offeror must also submit a completed Price and Cost Offer Form- Price Resource Allocation and Cost-Effectiveness (“Price and Cost Offer”) (Attachment E) as a separate electronic response file in OregonBuys.

Should Offeror believe any of its Offer is exempt from disclosure under Oregon Public Records Law (ORS 192.311 through 192.478), Offeror shall complete and submit the Disclosure Exemption Affidavit (Attachment B), and Offeror shall submit a fully redacted version of its Offer, clearly identified as the redacted version.

Offeror shall submit its Offer, and all other submittal requirements, with Attachment C – Offeror Information and Certification Sheet bearing the Offeror’s authorized representative’s Signature, in one of the following formats: Adobe Acrobat (pdf), Microsoft https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Word (docx), or Microsoft Excel (xlsx).

3.2.2 Authorized Representative.

A representative authorized to bind the Offeror shall sign the Offer. Failure of the authorized representative to sign the Offer may subject the offer to rejection by Agency.

3.2.3 Offer Submissions.

To be considered for evaluation, the Offer must contain each of the following elements.

• Administrative Proposal o Demonstrated Understanding of the Project o Project Approach including:

o Project Management Approach

• Project Team Experience:

o Project Team Overview o Project Team Member Expertise and Experience Conducting Home Energy

Scoring o Key Persons and Resumes

• Demonstrated Experience

• Disclosure Exemption Affidavit (Attachment B)

• Offeror Information and Certification Sheet (Attachment C)

• Reference Check Form (Attachment D)

• Price and Cost Offer Form - Resource Allocation and Cost Effectiveness Cost

Sheet (Attachment E)

• COBID Certification / Outreach Plan (Attachment F)

• Responsibility Inquiry (Attachment G)

3.2.4 Offer Page Limits.

Offer is limited to 20 pages. Recommended page limits are described next to each element.

• Administrative Proposal o Demonstrated Understanding of the Project (2 Page Limit) o Project Approach (1 Page Limit) including:

o Project Management Approach (1 Page Limit)

• Project Team Experience:

o Project Team Overview (1 Page Limit) o Project Team Member Expertise and Experience in Home Energy

Scoring and Outreach to stakeholders (1 Page Limit) o Demonstrated Experience (2 Page Limit, 1 Page each Project)

The following required elements do not have overall page limit restrictions:

Key Persons and Resumes (1 Page Limit Per Person) Disclosure Exemption Affidavit (Attachment B) Offeror Information and Certification Sheet (Attachment C) Reference Check forms (Attachment D)

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Price and Cost Offer Form - Resource Allocation and Cost Effectiveness Cost Sheet (Attachment E) COBID Certification / Outreach Plan (Attachment F) Responsibility Inquiry (Attachment G)

3.3 OFFER CONTENT REQUIREMENTS.

Offer must address each of the items listed in this section and all other requirements set forth in this RFP. Offeror shall describe the Goods to be provided or the Services to be performed or both.

An Offer that merely offers to provide the Goods or Services as stated in this RFP may be considered non-Responsive to this RFP and will not be considered further.

Offer should not include extensive artwork, unusual printing or other materials not essential to the utility and clarity of the Offer. Do not include marketing or advertising material in the Offer, unless requested. Offer should be straightforward and address the requests of the RFP. Offers containing unsolicited marketing or advertising material may receive a lower evaluation score if required information is difficult to locate.

Failure to submit the items listed in this section and all other requirements set forth in this RFP may result in a non-Responsive submission.

3.3.1 Administrative Proposal (Scored).

3.3.1.1 Demonstrated Understanding of the Project. Offeror should demonstrate a clear understanding of the requested project by describing our goals and desired outcomes. The Offeror should describe what they believe to be the outcomes and deliverables of this project and their metrics for a successful project. Offeror should describe any proven systematic approach to getting this type of work done.

3.3.1.2 Project Approach including: The Project Approach shall describe the overall approach to engagement with city staff and delivering the assessments and analysis work presented in this RFP. The Project approach should include demonstrated understanding of per and post score collection and analysis that will inform overall decision making of the highest priority energy saving upgrades as determined by the Home Energy Score system.

3.3.1.3 Project Management Approach: Offeror should describe their project management approach, with appropriate cost controls, to ensure a project is done on time and on budget, including plans to complete the deliverables set forth in Tasks 1-6 of the Statement of Work, Exhibit A to Attachment A, Sample Contract of this RFP, and any suggested changes to the process.

3.3.2 Project Team, Key Persons, and Resumes (Scored).

3.3.2.1 Project Team Overview: Offeror should provide summary of all team members and their roles, including subcontractors and senior management advisors. Offeror should demonstrate that the proposed team members and sub-contractors have the expertise, past performance, and qualifications to handle all aspects of the Statement of Work as set forth in Exhibit A to Attachment A, Sample Contract of this RFP to successfully implement the project. Offeror should demonstrate that the Project

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Manager has sufficient and similar experience to ensure the project will be well managed.

3.3.2.2 Project Team Member Expertise and Experience Conducting Home Energy Scoring, (HES) electrification messaging and rebate/incentive options, to local low-income populations: Offeror should provide a complete profile for each project team member, including role on this project by Task, relevant qualifications, areas of expertise, relevant work experience on similar projects, and any experience on Home Energy Scoring (HES) electrification messaging and rebate/incentive options, to local low-income populations.

3.3.3 Demonstrated Experience (Scored).

Offeror shall provide five (5) relevant experiences on similarly complex projects carried out within the past 5 years, including a description of the project and final deliverable, when it was started and completed, project budget, key project team members, project website if available, and contact information of client/recipient of final work product.

• City staff engagement: Offeror is to provide details of at least 5 past experiences where Offeror had to engage jurisdictions to identify roles and action steps, to achieve program goals and objectives.

• Plan development –Offeror must demonstrate the ability to provide solutions to implementation and overcome barriers, while aligning efforts with city interests.

• Assessor training – Offeror must demonstrate their ability to train candidates who will operate as Oregon HES Assessors and energy information providers.

• Tracking and Reporting – How well does the Proposer demonstrate the ability to track, and report, outreach visits, scoring results and campaign messages.

• Analysis and Summary – Does the Proposer demonstrate capability to analyze data and produce a summary report.

• Public Access to Information – Does the Proposer demonstrate the ability to add scoring details to a publicly available information site.

3.3.4 Offeror Information and Certification Sheet- Attachment C (Required, Not Scored).

Offeror shall complete and submit the Offeror Information and Certification Sheet (Attachment C).

Failure to demonstrate compliance with Oregon Tax Laws and sign the Offeror Information and Certification Sheet may result in a finding of non-Responsibility.

3.3.5 References- Attachment D (Required, Not Scored).

Provide at least 2 references from current or former client firms for similar projects performed for any clients within the last 2 years. References must verify the quality of previous, related Work. Failure to submit may result in a non-Responsive submission.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Offeror shall send a copy of Reference Check Form (Attachment D) to each of its 2 references.

Each Reference Check Form must be completed by the reference, returned to the Offeror and submitted with the Offer.

Agency SPC may check to determine if the references provided support Offeror’s ability to comply with the requirements of this RFP. Agency SPC may use references to obtain additional information, or verify any information needed. Agency SPC may contact any reference (submitted or not) to verify Offeror’s qualifications.

3.3.6 Price and Cost Offer Form - Price Resource Allocation and Cost-Effectiveness, Attachment E (Scored).

Offeror shall submit a completed Price and Cost Offer Form, Attachment E to this RFP. Offeror shall submit the form using Microsoft Excel (xlsx). Total Cost per Task shall be considered a not-to-exceed amount. Total Cost per Task may be shifted between tasks with permission of Agency, but in no case should the total Project Cost exceed $150,000 without written permission of Agency.

Prices submitted by Offeror are considered firm offers and remain in effect for a period of 180 days from the RFP opening date.

For each activity described in Exhibit A, Statement of Work, to Attachment A, Sample Contract of this RFP, the Price and Cost Offer must include team member name/title;

their identifiable fully loaded hourly rate; their time estimates for completing each Task, Subtask, and Deliverable; a Total Cost per Task; an overall total project cost; a summary of all proposed costs by Task; and an overall average hourly rate (total cost divided by total project hours).

For all fully loaded personnel costs, the Price and Cost Offer must include the name and title of all positions for each individual staff person or sub-contractor who will perform work on the project and list their fully loaded hourly rate separately for each individual.

In addition to project team costs, the Price and Cost Offer must include separate totals for other costs, including travel, administrative and overhead charges. These totals may be included in a format of the Offeror’s choosing.

3.3.7 Disclosure Exemption Affidavit- Attachment B (Required, Not Scored).

Offeror shall complete and submit the Disclosure Exemption Affidavit (Attachment B).

3.3.8 Certified Disadvantaged Business Outreach Plan - Attachment F (Required, Not Scored). Offeror shall complete and submit the Certified Disadvantaged Business Outreach Plan (Attachment F).

3.3.9 Responsibility Inquiry – Attachment G (Required, Not Scored).

Offeror shall complete and submit the Responsibility Inquiry (Attachment G).

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.4 PROCUREMENT PROCESS.

3.4.1 Public Notice.

The solicitation, including all Amendments and attachments, are published in the OregonBuys e-procurement system Solicitation documents will not be mailed to prospective Offerors.

Agency shall advertise all Amendments on OregonBuys e-procurement system. Prospective Offeror is solely responsible for checking OregonBuys to determine whether or not any Amendments have been issued. Amendments are incorporated into the solicitation by this reference.

3.4.2 Questions / Requests for Clarification.

All inquiries, whether relating to the solicitation process, administration, deadline or method of award, or to the intent or technical aspects of the solicitation must:

• Be emailed to the SPC

• Reference the OregonBuys bid number

• Identify Offeror’s name and contact information

• Be sent by an authorized representative

• Refer to the specific area of the solicitation being questioned (i.e. page, section and paragraph number); and

• Be received by the due date and time for Questions/Requests for Clarification identified in the Schedule

3.4.3 Pre-Offer Conference.

A pre-submittal conference will not be held for this solicitation.

3.4.4 Offer Submission.

Offeror is solely responsible for ensuring its Offer is received by the SPC in accordance with the solicitation requirements before Opening. Agency is not responsible for any delays in mail or by common carriers or by transmission errors or delays or mistaken delivery. Offers submitted by any means not authorized may be rejected. See also RFP Section 3. 2.1 above.

3.4.5 Modification or Withdrawal of Quotes or Offers.

Any Offeror who wishes to make modifications to an Offer already received by Agency shall submit its modification within Oregon Buys as required in RFP Section 3.2.1 and must denote the specific change(s) to the offer submission.

If an Offeror wishes to withdraw a submitted Offer, it shall do so prior to Opening. The Offeror shall submit a Written notice Signed by an authorized representative of its intent to withdraw its Offer in accordance with OAR 125-247-0440. The notice must include the OregonBuys Bid number and be submitted to the SPC.

https://oregonbuys.gov/bso

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.4.6 Offer Opening Date.

Offer and all required submittal items must be received by the SPC on or before Opening. All Offer modifications or withdrawals must be completed prior to Opening.

Offers received after Opening are considered LATE and will NOT be accepted for evaluation.

Late Offers will be returned to the respective Offeror or destroyed.

3.4.7 Offer Rejection.

Agency may reject an Offer for any of the following reasons:

• Offeror fails to substantially comply with all prescribed solicitation procedures and requirements, including but not limited to the requirement that Offeror’s authorized representative sign the offer.

• Offeror fails to meet the responsibility requirements of ORS 279B.110.

• Offeror has undisclosed liquidated and delinquent debt owed to the State of Oregon or any of its agencies, boards, commissions, departments or divisions.

• Offeror makes any contact regarding this solicitation with State representatives such as

State employees or officials other than the SPC or those the SPC authorizes, or inappropriate contact with the SPC.

• Offeror attempts to inappropriately influence a member of the Evaluation Committee.

• Offeror is conditioned on Agency’s acceptance of any other terms and conditions or rights to negotiate any alternative terms and conditions that are not reasonably related to those expressly authorized for negotiation in the solicitation or Amendment.

3.4.8 Opening of Offers.

There will be no public Opening of Offers. Offers received will not be available for inspection until after the evaluation process has been completed and the Notice Award is issued.

3.4.9 Public Record/Confidential or Proprietary Information.

All Offers are public record and are subject to public inspection after Agency issues the Notice of Award. If an Offeror believes that any portion of its Offer contains any information that is a trade secret under ORS Chapter 192.345(2) or otherwise is exempt from disclosure under the Oregon Public Records Law (ORS 192.311 through 192.478), Offeror shall complete and submit the Disclosure Exemption Affidavit (Attachment B) and a fully redacted version of its Offer.

Offeror is cautioned that cost information generally is not considered a trade secret under Oregon Public Records Law (ORS 192.311 through 192.478) and identifying the Offer, in whole, as exempt from disclosure is not acceptable. Agency advises each Offeror to consult with its own legal counsel regarding disclosure issues.

If Offeror fails to identify the portions of the Offer that Offeror claims are exempt from disclosure, Offeror has waived any future claim of non-disclosure of that information.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.5 EVALUATION PROCESS.

3.5.1 Responsiveness and Responsibility Determination.

Offers received prior to Opening will be reviewed for Responsiveness to all solicitation requirements including compliance with Minimum Requirements section and offer Content Requirements section. If the Offer is unclear, the SPC may request clarification from Offeror.

However, clarifications may not be used to rehabilitate a non-Responsive Offer. If the SPC finds the Offer non-Responsive, the Offer may be rejected, however, Agency may waive mistakes in accordance with OAR 125-247-0470.

In accordance with OAR 137-047-0261(6)(a)(A), Agency may establish a Competitive Range of all Offerors who have made a good faith effort in submitting a offer in response to this solicitation for the purpose of correcting deficiencies in Offers for determining responsiveness during Round 1.

At any time prior to award, Agency may reject an Offeror found to be not Responsible.

3.5.2 Evaluation Criteria.

Offers meeting the requirements outlined in the Offer Content Requirements section will be evaluated by an Evaluation Committee.

SPC may request further clarification to assist the Evaluation Committee in gaining additional understanding of offers. A response to a clarification request must be to clarify or explain portions of the already submitted Offer and may not contain new information not included in the original Offer.

3.5.2.1 Evaluation – Maximum Total Points Available 100

Offer sections listed below will be evaluated and scored based upon Offeror’s response to the requirements of the RFP and whether they meet Agency need.

3.5.2.1.1 Demonstrated Understanding (10 Point Maximum). To receive the maximum possible points, Offeror must demonstrate:

A clear understanding of the ask and project requested. Did the Offeror clearly and reasonably articulate, in their own words, what the project’s goals and desired outcomes are? Did their descriptions of the outcomes and deliverables demonstrate that the Offeror knows how to successfully complete this project? Did the Offeror provide a clear vision for what would make this project successful? Is the description strong and convincing? Does the Offeror describe metrics for a successful project?

Demonstrated Understanding– Rating Scale (10 Point Maximum)

Point Range

Explanation

0 Response of no value

1 – 3 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

4 – 7 Good. Applicable – Response meets all requirements in a satisfactory manner.

8 –10 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, backed by relevant knowledge and experience, and goes beyond the minimum requirements.

Demonstrated Understanding will be evaluated, and a score will be assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Demonstrated Understanding submission that meets the requirements specified in the RFP. A maximum total score of ten (10) points is available for this section.

3.5.2.1.2 Project Approach (30 Point Maximum). To receive the maximum possible points, Offeror must provide: An explanation of its Project Approach.

How well does the Offeror explain its Project Approach on how they intend to undertake the Services required as stated within Exhibit A, Statement of Work to Attachment A, Sample Contract? Did the Offeror adequately think through these tasks? Is their explanation or description of the tasks thorough and detailed enough so that it is clear exactly how they will successfully execute this project and that they understand what deliverables are being asked for? Did they lay out a step-by-step plan for accomplishing the work in a manner that is clear and understandable? Did the Offeror describe a proven systematic approach to getting this type of work done. Did they include all the required tasks, deliverables, and milestones?

Project Approach and Plan Development. – Rating Scale (30 Point

Maximum) Point

Range Explanation

0 Response of no value

1 – 3 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

4 – 7 Good. Applicable – Response meets all requirements in a satisfactory manner.

8 –10 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, The Project Approach will be evaluated and then a score assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Project Approach submission that meets the requirements that are specified in the RFP. A maximum total score of thirty (30) points is available for this section.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.5.2.1.3 Project Management Approach (10 Point Maximum). To receive the maximum possible points, Offeror must provide:

A description of Project Management Approach. Does the Offeror show the ability to complete the project within the proposed time frame? Does the project approach allocate enough/appropriate time to each task? Does their Project Management Approach demonstrate cost controls to ensure a project on time and on budget? Does the Project Manager have sufficient and similar experience to ensure the project will be well managed?

Project Management Approach – Rating Scale (10 Point Maximum)

Point Range

Explanation

0 Response of no value

1 – 3 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

4 – 7 Good. Applicable – Response meets all requirements in a satisfactory manner.

8 - 10 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, backed by relevant knowledge and experience, and goes beyond the minimum requirements.

Project Management Approach will be evaluated and then a score assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Project Management Approach submission that meets the requirements that are specified in the RFP. A maximum total score of ten (10) points is available for this section.

3.5.2.1.4 Project Team Member Expertise and Experience Conducting Home Energy Scoring, (HES) electrification messaging and rebate/incentive options, to local low-income populations– (20 Point Maximum). To receive the maximum possible points, Offeror must provide:

Details on Project Team Member Expertise and Experience. How much experience and knowledge does the Offeror’s team have in Home Energy Scoring, (HES) electrification messaging and rebate/incentive options, to local low-income populations? Do the proposed team members and sub-contractors have the expertise, past performance, and qualifications to handle all aspects of the work? Do they provide sufficient staff capacity to accomplish all the tasks in the project? Are there experienced senior advisors on the team that can contribute their expertise and experiences that can help guide the project and the Project Manager toward successful completion?

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Project Team Expertise and Experience and Knowledge in conducting Home Energy Scoring, (HES) electrification messaging and rebate/incentive options, to local low-income populations. – Rating Scale (20 Point Maximum)

Point Range

Explanation

0 Response of no value

1 – 5 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

6 - 12 Good. Applicable – Response meets all requirements in a satisfactory manner.

13 - 20 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, Project Team Expertise and Experience on Home Energy Scoring, (HES) electrification messaging and rebate/incentive options, to local low-income populations will be evaluated and then a score assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Project Team Expertise and Experience that meets the requirements that are specified in the RFP. A maximum total score of twenty (20) points is available for this section.

3.5.2.1.5 Experience with Similar Projects (20 Point Maximum). To receive the maximum possible points, Offeror must provide:

Its experience with Similar Projects. How well the Offeror demonstrates experience with similarly complex projects, providing confidence that Offeror would be well-positioned to successfully execute this project. Does the Offeror have sufficient experience doing similarly complex projects? Have they successfully done similar projects many times before? Have they successfully delivered on similarly complex projects? Do they have the familiarity with and the capacity to handle all aspects of the work in a quality manner?

Experience with Similar Projects – Rating Scale (20 Point Maximum)

Point Range

Explanation

0 Response of no value

1 – 5 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

6 - 12 Good. Applicable – Response meets all requirements in a satisfactory manner.

13 - 20 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

Experience with Similar Projects will be evaluated and then a score assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Experience with Similar Projects submission that meets the requirements that are specified in the RFP. A maximum total score of twenty (20) points is available for this section.

3.5.2.1.6 Demonstrated Value - Resource Allocation and Cost-Effectiveness (10 Point Maximum). To receive the maximum possible points, Offeror must demonstrate:

The value of Resource Allocation and Cost-Effectiveness. Are we getting a good value from the proposed budget and hours? Do they allocate time and resources to deliver on all the tasks and deliverables identified in this RFP in a way that balances the competing interests/priorities set forth in the Statement of Work, Exhibit A to Attachment A, Sample Contract of this RFP, with a quality product? Is the distribution of hours appropriate for the workload, or is it too management or administration heavy? Is the level of use of senior management staff to implement, perform analysis, and oversee deliverables appropriate in comparison with junior staff to engage in tasks where less experience is required? Are the hourly rates for key project team members, relative to skills and experience, reasonable and competitive? What is the overall average hourly rate per hour (total cost divided by total project hours) and is it reasonable in comparison to the other offers?

Demonstrated Value - Resource Allocation and Cost-Effectiveness – Rating Scale (10 Point Maximum)

Point Range

Explanation

0 Response of no value

1 – 3 Fair. Limited applicability – The Offeror has demonstrated adequate knowledge of the subject matter.

4 – 7 Good. Applicable – Response meets all requirements in a satisfactory manner.

8 – 10 Very Good. Substantial applicability – Response shows a high level of sophistication and understanding, is detailed, Demonstrated Value - Resource Allocation and Cost-Effectiveness will be evaluated and then a score assigned by each member of the Evaluation Committee. The evaluation and score will be based upon Offeror’s Demonstrated Value - Resource Allocation and Cost-Effectiveness to deliver on the tasks and deliverables that are identified in the RFP. A maximum total score of ten (10) points is available for this section.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

3.6 RESERVED

3.7 NEXT STEP DETERMINATION.

Agency may conduct additional rounds of competition if in the best interest of the State.

Additional rounds of competition may consist of, but will not be limited to:

• Establishing a Competitive Range

• Presentations/Demonstrations/Additional Submittal Items

• Interviews

• Best and Final Offers

If Agency elects to conduct additional round(s), Agency shall provide written notice to all Offerors describing the next step. At any time, Agency may dispense with the selected additional round and: (1) issue a Notice of Award to the highest ranking Responsible Offeror; or (2) elect to conduct an alternative round of competition; or (3) cancel the solicitation.

3.8 RESERVED.

3.9 RANKING OF OFFERORS

The SPC will total the final average score (calculated by totaling the points awarded by each Evaluation Committee member and dividing by the number of members), together with references, and final price. After each applicable preference has been applied, SPC will determine rank order for each respective Offer and Offeror, with the highest score receiving the highest rank, and successive rank order determined by the next highest score.

SECTION 4: AWARD AND NEGOTIATION

4.1 AWARD NOTIFICATION PROCESS

4.1.1 Award Consideration

Agency, if it awards a Contract, shall award a Contract to the highest ranking Responsible Offeror(s) based upon the scoring methodology and process described in Section 3. Agency may award less than the full Scope defined in this solicitation.

4.1.2 Notice of Award

Agency will notify all Offerors in Writing that Agency has awarded a Contract to the selected Offeror(s) subject to successful negotiation of any negotiable provisions.

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

4.2 SUCCESSFUL OFFEROR SUBMISSION REQUIREMENTS

4.2.1 Insurance

Prior to execution of the Contract, the apparent successful Offeror shall secure and demonstrate to Agency proof of insurance coverage meeting the requirements identified in the solicitation or as otherwise negotiated.

Failure to demonstrate coverage may result in Agency terminating Negotiations and commencing Negotiations with the next highest ranking Offeror. Offeror is encouraged to consult its insurance agent about the insurance requirements contained in Insurance Requirements (Exhibit B of Attachment A) prior to offer submission.

4.2.2 Taxpayer Identification Number

The apparent successful Offeror shall provide its Taxpayer Identification Number (TIN) and backup withholding status on a completed W-9 form if either of the following applies:

• When requested by Agency (normally in an intent to award notice), or

• When the backup withholding status or any other information of Offeror has changed since the last submitted W-9 form, if any.

Agency will not make any payment until Agency has a properly completed W-9.

4.2.3 Business Registry

If selected for award, Offeror shall be duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Contract. The selected Offeror shall submit a current Oregon Secretary of State Business Registry number, or an explanation if not applicable.

All Corporations and other business entities (domestic and foreign) must have a Registered Agent in Oregon. See requirements and exceptions regarding Registered Agents. For more information, see Oregon Business Guide, How to Start a Business in Oregon and Laws and Rules. The titles in this subsection are available at the following Internet site:

http://www.filinginoregon.com/index.htm.

4.3 CONTRACT NEGOTIATION

4.3.1 Negotiation

By submitting an offer, Offeror agrees to comply with the requirements of the solicitation, including the terms and conditions of the Sample Contract (Attachment A), with the exception of those terms reserved for negotiation.

Any Offer that is conditioned upon Agency’s acceptance of any other terms and conditions may be rejected. Any subsequent negotiated changes are subject to prior approval of the Oregon Department of Justice.

Agency will only negotiate the following provision:

• Statement of Work http://www.irs.gov/pub/irs-pdf/fw9.pdf http://www.filinginoregon.com/index.htm

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and

In the event that the parties have not reached mutually agreeable terms within 20 calendar days, Agency may terminate Negotiations and commence Negotiations with the next highest ranking Offeror.

SECTION 5: ADDITIONAL INFORMATION

5.1 COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

The State of Oregon is committed to taking active steps toward increasing and promoting diversity, equity, and inclusion values across procurement processes for minority, women, emerging small, and service-disabled veteran owned businesses by reducing barriers to compete for and be awarded state contracts. All interested businesses are encouraged to submit proposals for this contracting opportunity.

5.2 CERTIFIED FIRM PARTICIPATION

Pursuant to Oregon Revised Statute (ORS) Chapter 200, Agency encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (“COBID”) in all contracting opportunities. This includes certified small businesses in the following categories: disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business.

Agency also encourages joint ventures or subcontracting with certified small business enterprises. For more information, visit: Business Oregon : Home : State of Oregon or email:

COBID Biz*Biz.

If the Contract has potential subcontracting opportunities, the successful Offeror may be required to submit a completed Certified Disadvantaged Business Outreach Plan (Attachment F) prior to execution.

5.3 GOVERNING LAWS AND REGULATIONS

This intermediate procurement is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this intermediate procurement, evaluation and award is the Circuit Court of Marion County for the State of Oregon; provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any Claim or consent to the jurisdiction of any court.

5.4 OWNERSHIP/PERMISSION TO USE MATERIALS

All Offers submitted in response to this solicitation become the property of Agency. By submitting an Offer in response to this solicitation, Offeror grants the State a non-exclusive, perpetual, irrevocable, royalty-free license for the rights to copy, distribute, display, prepare derivative works of and transmit the Offer solely for the purpose of evaluating the Offer, negotiating a Contract, if awarded to Offeror, or as otherwise needed to administer the https://www.oregon.gov/biz/Pages/default.aspx mailto:Biz.COBID@biz.oregon.gov

Oregon Buys Solicitation No. S-33000-00013460; Agency RFP 25-034 Home Energy Scoring For Energy Efficiency and intermediate procurement process, and to fulfill obligations under Oregon Public Records Law (ORS 192.311 through 192.478).

5.5 CANCELLATION OF SOLICITATION; REJECTION OF OFFERS; NO DAMAGES.

Pursuant to ORS 279B.100, Agency may reject any or all Offers in-whole or in-part, or may cancel this solicitation at any time when the rejection or cancellation is in the best interest of the State or Agency, as determined by Agency. Neither the State nor Agency is liable to any Offeror for any loss or expense caused by or resulting from the delay, suspension, or cancellation of the solicitation, award, or rejection of any Offer.

5.6 COST OF SUBMITTING AN OFFER

Offeror shall pay all the costs in submitting its offer, including, but not limited to, the costs to prepare and submit the offer, costs of samples and other supporting materials, costs to participate in demonstrations, or costs associated with protests.

5.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

If applicable, Offeror shall include information in its offer that demonstrates compliance with the Statewide E-Waste/Recovery Procedure 107-011-050_PR. Download the procedure by visiting www.oregon.gov/DAS, then enter the procedure number into the search bar, and find the procedure in the search results window.

5.8 RECYCLABLE PRODUCTS

Offeror shall use recyclable products to the maximum extent economically feasible in the performance of the Services or Work set forth in this document and the subsequent Contract.

(ORS 279B.025)

SECTION 6: LIST OF ATTACHMENTS

ATTACHMENT A SAMPLE CONTRACT

ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C OFFEROR INFORMATION AND CERTIFICATION SHEET

ATTACHMENT D REFERENCE CHECK FORM

ATTACHMENT E COST SHEET

ATTACHMENT F COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT G RESPONSIBILITY INQUIRY

http://www.oregon.gov/DAS