PRF74 Bidder Response Form rev 9.22.21~2.docx

PRF74: Energy and Climate Action Research, Analysis, Advisory and Consulting Services Bidder Response Form Revisions are highlighted in red This form may be amended prior to the Solicitation Amendment Deadline. Bidders must use the final version of the form available after the Amendment Deadline to submit responses. The following information is mandatory for this RFR. Failure to provide the requested information may be cause for the bid to be deemed as non-responsive and may result in disqualification.

Bidders should read through form to ensure accuracy and completeness of responses.

Section 1: Bidder General Information Company Information

Company Name

Company Address

Company Phone Number

Company Website

Designated Contract Manager

Name, Title

Phone number

Address

Email

Geographic Coverage (section 4 in RFR): Bidders must indicate if they provide statewide coverage or indicate the counties that their service will cover by checking the boxes below.

|_| Statewide Coverage

|_| Berkshire |_| Hampshire |_| Franklin |_| Worcester |_| Hampden |_| Middlesex |_| Essex |_| Suffolk |_| Norfolk |_| Plymouth |_| Bristol |_| Barnstable |_| Dukes |_| Nantucket

Section 2: Bidder Qualifications

1. Company Experience (section 3.1 in RFR) Bidders must provide a short business profile outlining the Bidder’s overall operations related to providing the services offered under this bid. Bidders must provide detailed information regarding their experience servicing government and/or commercial accounts, including the number of years working with each account. Bidders must also include the number of years in business or number of years of experience of the principle. Note: Bidders must have been in the business of providing Energy, Climate Action, or Facility Advisory Services for at least the three most recent consecutive years prior to the RFR submissions deadline (section 3.1.2 in RFR).

Provide a description of company services below (250 words max.)

2. Additional employee and/or business technical/business experience, certifications, licenses (section 3.2 in RFR) Bidders are encouraged to highlight any pertinent personnel expertise and training experience relevant to the categories and service areas being bid on this contract.

Provide a description of additional relevant experience, certifications, and licenses below (250 words max.)

3. Continuity of Operations Plan (section 3.3 in RFR) Bidders must confirm whether they have a continuity of operations plan (COOP). The Bidder’s COOP must include their technology capability to transition business operations seamlessly in a situation of business disruption. This plan needs to also include video conferencing capabilities, software capabilities. Bidders need to provide their COOP to the SST upon request.

Does your company have a continuity of operations plan? |_| Yes |_| No

4. Emergency Response Capabilities (section 3.4 in RFR) In a declared state of emergency where the safety and wellbeing of Commonwealth citizens are at risk, contractors may be asked to supply the Commonwealth with the services under this Statewide Contract on a priority basis.

Describe areas of Massachusetts that the Bidder could supply in the event of an emergency (e.g. Entire State, Specific City or Region):

5. Financial Stability (section 3.5 in RFR) Bidders are required to submit a certification from the Department of Revenue (DOR) which indicates that they are compliant with their fiscal obligations. Additionally, a Certificate of Good Standing from the Secretary of State is required as a part of this bid submission. Bidders must provide a list of any outstanding contingencies, such as lawsuits or other claims or charges, against the Bidder related to performance of the services sought under this RFR.

a. DOR Certification of Compliance Name of attachment: ___________________ Comments:

b. Certificate of Good Standing Name of attachment: ___________________ Comments:

c. Bankruptcy, litigation, and contract defaults List any outstanding contingencies below:

6. Diversity Focus Statement (section 5.1 in RFR) Bidders are encouraged to speak broadly on what diversity and a culture of inclusivity and belonging means to their firm and provide specific examples (large and small) of how their team is approaching these issues within their firm and the field in general.

Provide Diversity Focus Statement below or list name of attachment:

7. Company Service Areas & Additional Qualifications (Section 4.1 in RFR) Please indicate all Service Areas that the Bidder can provide within each Category being bid. Bidder must indicate Service Areas provided by marking with an “x” stating “Yes” or “No” in the claim column. Note: For each Category being bid, Bidder must complete the Bidder Project Demonstration Form ( see Section 8 of this document).

Category 1: Energy and Climate Action Research, Analysis, Advisory and Consulting Services

1) Provide research, analysis or support consulting services on energy and climate action programs including but not limited to energy, energy security, and Climate Action policy, regulation, and program design

2) Energy markets forecasting and analysis

3) Utility efficiency program design and implementation

4) Clean energy generation, storage, and efficiency technology research and analysis

5) Energy and Climate Action strategies for district energy systems, grid interconnection and modernization, demand reduction, microgrid, and related technology research and analysis

6) Energy and Climate Action Financial analysis - including but not limited to long-term financing and impacts analysis, capital investment planning, life-cycle cost analysis, internal rate of return.

7) Electrification planning, siting, and design, including but not limited to the transportation and building sectors.

8) Energy and Climate Action Programs Stakeholder Engagement Services

9) Other energy and climate action related research, data collection, analysis, staffing research and analysis, training and advisory services not listed above.

Knowledge of Massachusetts energy laws, regulations, policies, and incentives

Experience working with public sector entities

Experience with energy efficiency programs (e.g., Mass Save), renewable and alternative energy portfolio standards, and net metering and grid modernization initiatives

Experience working with diverse stakeholder groups (e.g., community-based organizations)

Experience developing materials for public consumption, including translation services

Category 2: Energy and Climate Action Project Advisory and Consulting Services

1) Energy and Climate Action Project and Program Management Support Services: Provide project or program management support services on energy and climate action projects including but not limited to research, analysis, development, procurement, construction, and commissioning.

2) Clean Energy Technology Project Advisory Services: Feasibility study, planning, and other advisory services for solar, wind, battery storage, renewable thermal, grid interconnection, site feasibility studies, grant programs, PPAs, and other innovative technologies and associated implementation strategies.

3) Climate Action Planning & Advisory Services: Forecasting, planning, strategies, and other advisory services for Carbon Reduction, Resilience, Mobility, and related climate change adaptation topics.

Energy Engineer and or Certified Energy Manager (CEM): At least one on staff

Passive House, LEED, or similarly Accredited Professional Project Manager(s)

Energy Audits: Conduct ASHRAE audits (Level 1-3)

Energy Conservation Measures (ECMs): Performance specification development

Program support services

Training Experience & Capability: Development and implementation of training for planning, construction, and building operations staff

Energy and Climate Action Project commissioning services

Energy and Climate Action Project Stakeholder Engagement Services

Energy Modeling

Procuring and managing necessary sub-consultant services: Including but not limited to Energy/Water diagnostic testing, videography, infrared photography, etc.

Knowledge of Massachusetts energy code, laws, regulations, policies, and incentives

Experience working with Federal, Massachusetts and Municipal government entities

Experience with energy efficiency programs (e.g., Mass Save), renewable and alternative energy portfolio standards, and net metering and grid modernization initiatives

Category 3: Energy and Climate Action Facilities Management, Operations, and Maintenance Advisory and Consulting Services

1a) Facility Commissioning Services: Conducting building Commissioning investigations, including developing Current Facility Requirements, (CFR) documents, evaluating Energy Management Systems, and identifying low cost and capital ECMs

1b) Facility Commissioning Services: Overseeing building Commissioning implementation: Developing scopes of work and performance specifications. Reviewing proposals and confirming proper implementation and commissioning.

2) Facilities Management and Operations research, analysis, planning, and oversight services: perform any one of the following services including but not limited to Facility Planning, Move Management, Daylighting, Acoustic Advisory, Audio Visual, Carbon Footprint Reduction, Security, Staffing, and Training, etc.

3) Facilities Maintenance research, analysis, planning, and oversight services: including but not limited to Process Improvements, Capital Investment Planning, Life Cycle Cost Analysis, Maintenance Standards, Staffing, and Training, etc.

4) Facility Condition Assessment Services: Including but not limited to ASHRAE Level 1 Audits, Life-cycle cost analysis and projections, Capital Equipment Analysis and Reporting, Capital Investment Planning, Condition Assessment Updates, etc.

Energy Engineer and or Certified Energy Manager (CEM): At least one on staff

BOC Certified personnel

Facility Management Certifications

Procure and manage sub-consultant services for specialized facility related services and diagnostic testing

8. Required Bid Submission Forms The following forms must be included in the Bidder’s submission. See RFR section 7 for appropriate file submission formats and review the RFR Bid Response Checklist to ensure that all required forms are completed and submitted with bid.

a. Project Demonstration Form (one for each Category being bid) (RFR section 4.1)

b. Current Environmental Practices form (RFR section 4.4.2)

c. SDP Plan Form (RFR section 5)

d. Prompt Pay Discount Form (RFR section 4.5.3)

e. Reference Form (RFR section 3.6) image1.jpeg image2.png