PRF74_CUG_20250124.docx

PRF74: Energy, Climate Action, and Facility Advisory Services UPDATED: January 29, 2025

*The asterisk is required when referencing the contract in the Massachusetts Management Accounting Reporting System (MMARS).

Table of Contents:

Contract User Guide for PRF74

(NOTE: To access hyperlinks below, scroll over desired section and CTL + Click) NOTE: Contract User Guides are updated regularly. Print copies should be compared against the current version posted on mass.gov/osd.

Updated: January 29, 2025 Template version: 7.0 Page 1 of 12 One Ashburton Place, Room 1608 Boston, MA, 02108-1552 Tel: (617) 720 - 3300 | www.mass.gov/osd | TDD: (617) 727 - 2716 | Twitter: @Mass_OSD | Fax: (617) 727 - 4527

NOTE: Contract User Guides are updated regularly. Print copies should be compared against the current version posted on mass.gov/osd.

Updated: January 29, 2025 Template version: 7.0 Page 4 of 12 One Ashburton Place, Room 1608 Boston, MA, 02108-1552 Tel: (617) 720 - 3300 | www.mass.gov/osd | TDD: (617) 727 - 2716 | Twitter: @Mass_OSD | Fax: (617) 727 - 4527

· Contract Summary

· Contract Categories

· Benefits and Cost Savings

· Find Bid/Contract Documents

· Who Can Use This Contract

· Subcontractors

· Supplier Diversity Requirements

· Pricing, Quotes and Purchase Options

· Instructions for MMARS Users

· Emergency Services

· Additional Information/FAQ's

· Performance and Payment Time Frames Which Exceed Contract Duration

· Strategic Sourcing Team Members

· VENDOR LIST AND INFORMATION

· Appendix A: Contract Categories

TIP: To return to the first page throughout this document, use the CTL + Home command.

Contract Summary This is a Statewide Contract for PRF74 Energy, Climate Action, and Facility Advisory Services. This contract provides a wide-ranging list of independent, experienced, and pre-qualified vendors offering an array of advisory services under three categories. Vendors under this contract may be businesses, individuals, or sole proprietors.

This contract has minimum quote requirements.

Contract Categories This contract includes 3 categories of service as listed below.

· Energy and Climate Action Research, Analysis, Advisory and Consulting Services PO-22-1080-OSD03-SRC3-24126.

· Energy and Climate Action Project Advisory and Consulting Services PO-22-1080-OSD03-SRC3-24127

· Energy and Climate Action Facilities Management, Operations, and Maintenance Advisory and Consulting Services PO-22-1080-OSD03-SRC3-24128 Benefits and Cost Savings Statewide contracts are an easy way to obtain benefits for your organization by leveraging the Commonwealth’s buying power, solicitation process, contracting expertise, vendor management and oversight, and the availability of environmentally preferable products.

· Encourages a partnership between vendor and engaging entity for best value.

· Aggregated projects and volume can be established with vendor for common themes and best value.

· Summarizing department needs in a Statement of Work (SoW) can effectively allow for prices to be negotiated based on an identified volume not known during the State bid process.

· Many SDP Plans are inclusive of subcontractors qualified to support a department for services under this contract and also allows for a department to meet their SDP annual benchmarks.

· Vendors have both small and large clients as well as local and national presence.

· Pre-qualified vendors’ business profiles are available for purchasing entities to review.

Find Bid/Contract Documents

· To find all contract-specific documents, including the Contract User Guide, RFR, specifications, price sheets and other attachments, visit COMMBUYS.com and search for PRF74 to find related Master Blanket Purchase Order (MBPO) information.

· See COMMBUYS link above to link directly to the MBPO for PRF74 categories.

· To find all contract-specific documents, including the Contract User Guide, RFR, and other attachments, visit COMMBUYS.com and search for PRF74 to find related Master Blanket Purchase Order (MBPO’s) information. All common contract documents are located in the “Master Contract Record” Master Blanket Purchase Order (MBPO) for PRF74 and can be accessed directly by visiting Master Blanket Purchase .

Who Can Use This Contract Applicable Procurement Law Executive Branch Goods and Services: MGL c. 7, § 22; c. 30, § 51, § 52; 801 CMR 21.00.

Eligible Entities Please see the standard list of Eligible Entities on our Eligible Entities Which May Use Statewide Contracts webpage.

Subcontractors The awarded vendor’s use of subcontractors is subject to the provisions of the Commonwealth’s Terms and Conditions and Standard Contract Form, as well as other applicable terms of this Statewide Contract.

Prior approval of the department is required for any subcontracted service of the Contract. Contractors are responsible for the satisfactory performance and adequate oversight of their subcontractors.

Supplier Diversity Requirements When selecting contractors and placing orders, Executive departments shall utilize diverse and small businesses to the extent possible based on contract terms, SDO and departmental policies, laws, and regulations. Additionally, departments shall make a preference for contractors with higher SDP commitments and/or performance whenever such information is available (or is requested from contractors by the department) and the preference is feasible.

OSD provides up-to-date information on the availability of diverse and small businesses on statewide contracts through the Statewide Contract Index available on the COMMBUYS home page. See the “Programs (SDO and SBPP)” tab for current certification and small business status of contractors on this contract.

When soliciting quotes, the following requirements apply:

· Include SBPP contract language and place it prominently within the RFQ.

· Evaluate bids received from, and award a contract to, an SBPP-participating small business that meets the department’s best value criteria.

· Award to a large business only if there is no SBPP participating business meeting departments’ best value criteria.

· Conduct a clarification/BAFO/negotiation before disqualifying an SBPP-participating business based on price or desirable criteria.

· See the Best Value Evaluation of Responses to Small Procurements: A Guide for Strategic Sourcing Teams for additional guidance.

· Make a preference for contractors with higher SDP commitments and/or performance whenever such information is available (or is requested from contractors by the department) and the preference is feasible.

· Note: Departments may ask the prime Contractor for an additional SDP commitment specifically related to the Department’s purchase or engagement. SDP spending for such a purchase or engagement must be reported by the Contractor using the SDP Reporting Form directly to the Department and may not be included in any other SDP reporting filed by the Contractor.

OSD provides up-to-date information on the availability of diverse and small businesses on statewide contracts through the Statewide Contract Index available on the COMMBUYS home page. See the “Programs (SDO and SBPP)” tab for current certification and small business status of contractors on this contract.

Pricing, Quote and Purchase Options Purchase Options The purchase options identified below are the only acceptable options that may be used on this contract:

· This is a fee for service contract

· Purchases made through this contract will be direct, outright purchases. All elements of the project’s creation through the use of Commonwealth funds are owned by the Commonwealth except where prior ownership has been established. Commonwealth departments should be made aware of such exceptions.

Pricing Options The compensation structure for the PRF74 contract is project based according to individual projects as described and agreed to in the SoW and the accepted bidder response and shall include all ancillary costs incurred in pursuit of project goals. Awarded vendors are required to provide specific and transparent prices in all responses to bid quotation requests.

Vendors are not allowed to charge additional fees under this contract. This includes, but is not limited to, charges for permits, set-up, quotes, travel, transportation, commuting, meals, lodging, and any other fee.

Project Pricing:

Costs under PRF74 must be determined through project-based compensation. Eligible Entities will determine the format in which quotations for their specific project will be collected. Vendors are expected to be competitive with each project and must provide a detailed and transparent budget related to the scope of services to be completed. Eligible Entities and PRF74 vendors awarded may negotiate project rates as part of the quote process. Negotiated project rates may be published by the Eligible Entities as part of the records in COMMBUYS.

Invoicing:

All bills/invoices must minimally include:

· Assignment name

· Hours billed/invoiced and Statewide Contract hourly rate or portion of project billed

· Hourly rate: Identify account manager/other vendor agent and applicable hourly rate

· Project based: Identify portion of project billed and balance remaining, but not an average rate

· Supporting documents must accompany billing/invoicing received by an engaging entity.

· Totals should be reviewed for correctness by engaging entity prior to approval.

· Total billed/invoiced must meet the Commonwealth’s requirements if audited.

Vendors are required to submit the relevant supporting documentation when submitting their invoices. If subcontractors are used in the project being invoices, vendors are required to submit their sub-contractors’ invoices as well.

Product/Service Pricing and Finding Vendor Price Files To receive contract item information and/or quotes, Non-Executive Department buyers may contact vendors directly.

Setting Up a COMMBUYS Account COMMBUYS is the Commonwealth’s electronic Market Center supporting online commerce between government purchasers and businesses. If you do not have one already, contact the COMMBUYS Help Desk to set up a COMMBUYS buyer account for your organization: (888)-627-8283 or OSDhelpdesk@mass.gov.

When contacting a vendor on statewide contract, always reference PRF74 to receive contract pricing.

Quick Search in COMMBUYS Log into COMMBUYS and use the Search box on the COMMBUYS header bar to locate items described on the MBPO or within the vendor catalog line items. Select Contract/Blanket or Catalog from the drop-down menu.

How to Purchase from the Contract

· Solicit quotes and select and purchase quoted item in COMMBUYS This COMMBUYS functionality provides a mechanism to easily obtain quotes, as specified by the Contract. The buyer would create a Release Requisition, and then convert it to a Bid. After approval by the buyer approving officer, the bid is then sent to selected vendors to request quotes. Buyers must include “PRF74 RFQ” when entering information in the description field.

For a description of how to complete this purchase in COMMBUYS, visit the Job Aids for Buyers webpage, and select:

· The COMMBUYS Purchase Orders section and choose the How to Create a Solicitation Enabled Bid Using a Release Requisition job aid or one of the quick reference guides.

Quote Requirements Contract users should always reference PRF74 when contacting vendors to ensure they are receiving contract pricing. Quotes should be awarded based on best value.

· Engagements valued at less than $10,000 require at least one quote or an accepted SoW with an estimated value. Any work awarded under this method may not subsequently add tasks that exceeds $10,000 threshold.

· It is considered best practice to seek at least three quotes for all engagements; however, multiple quotes for engagements under $10,000 are not required to ensure price is appropriate.

· If the engagement value is estimated to exceed $10,000, the Commonwealth and its Eligible Entities must solicit at least three written quotes against the appropriate PRF74 Master Blanket Purchase Order(s) in COMMBUYS. Quotes must be obtained for all engagements that exceed $10,000.

· Eligible Entities must develop a written SoW and attach it to the COMMBUYS RFQ. The engagement/project will be awarded to the vendor deemed most responsive to the SoW as evaluated by the awarding authority.

· For a full description of how to complete a quote in COMMBUYS visit the Job Aids for Buyers webpage, and select:

· The COMMBUYS Purchase Orders section, then choose How to Request Quotes from Vendors on Statewide Contracts job aid.

Instructions for MMARS Users MMARS users must reference the MA number in the proper field in MMARS when placing orders with any contractor.

Emergency Services Many statewide contracts are required to provide products or services in cases of statewide emergencies. ML - 801 CMR 21 defines emergency for procurement purposes. Visit the Emergency Response Supplies, Services and Equipment Contact Information for Statewide Contracts list for emergency services related to this contract.

Additional Information/FAQs Vendor Performance Measures:

To maintain their status as an active vendor under this contract, PRF74 pre-qualified vendors will be subject to user evaluation through established Key Performance Measures for each engagement. Eligible Entities will assess the awarded vendor’s quality of performance and rate it against Key Performance Indicators (KPIs). The following are the established KPIs:

· On time deliverable – Are vendors meeting agreed project deadlines?

· Invoice Accuracy – By what percentage are vendors’ invoices correct, complete and timely?

· Responsiveness to RFQ requests – By what percentage are vendors responding to or acknowledging invitations to quote as advertised by eligible entities.

PRF74 vendors are subject to at least one user evaluation per project. The SST will review completed vendor KPIs on a periodic basis to make a determination as to whether or not a particular vendor will maintain its active status under this contract.

Geographical Service Area PRF74 covers the entire state of Massachusetts as represented in the Counties coverage map below: https://www.sec.state.ma.us/cis/cispdf/County_Map.pdf Other Discounts

· Prompt Pay Discounts: A discount is given to the buyer if paid within a certain time period. These discounts may be found in the Vendor List and Information section below. All discounts offered will be taken in cases where the payment issue date is within the specified number of days listed by vendor and in accordance with the Commonwealth’s Bill Paying Policy. Payment days will be measured from the date goods are received and accepted / performance was completed OR the date an invoice is received by the Commonwealth, whichever is later to the date the payment is issued as an EFT (preferred method) or mailed by the State Treasurer. The date of payment “issue” is the date a payment is considered “paid” not the date a payment is “received” by.

Performance and Payment Time Frames Which Exceed Contract Duration All term leases, rentals, maintenance, or other agreements for services entered into during the duration of this Contract and whose performance and payment time frames extend beyond the duration of this Contract shall remain in effect for performance and payment purposes (limited to the time frame and services established per each written agreement). No written agreement shall extend more than six (6) months beyond the current contract term of this Statewide Contract as stated on the first page of this contract user guide. No new leases, rentals, maintenance, or other agreements for services may be executed after the Contract has expired.

Memorandum of Understanding/Statement of Work Sample SoW: This is a solution-based contract; the type of services and scope of work, will be generated on a case-by-case basis in a sub-agreement. Eligible Entities must determine whether the posted SoW best fits their needs for PRF74 or if not, use their department’s equivalent version before starting any project with a vendor. A Sample SoW can be found in the attachment tab of PRF74, PRF74 Bid/Contract Docs: RFR, Contract User Guide, Sample SOW, Vendor Appraisal Form, etc. COMMBUYS MBPO Number: Purchase Order PO-21-1080-OSD03-SRC3-19903

Strategic Sourcing Team Members

Vendor List and Information*

Abobe Energy Management LLC

15 days- 1.5% 20 days- 1% 30 days- .5% 1%

ABT Global LLC

15 days- 0% 20 days- 0% 30 days- 0% 5%

Accenture LLP

15 days- 1% 20 days- 1%, 15%

AECOM Technical Services, Inc.

15 days- .75% 20 days- .50%, 30 days- .25% 20%

Amado Energy Solutions. LLC

15 days- 3.0 % 20 days- 2.0%, 30 days-0.0 %

Applied Energy Engineering & Commissioning

15 days- 2% 20 days- 1% 30 days- 1% 5%

Arcadis U.S., Inc.

15 days- .04% 20 days-0 % 30 days- 0 % 5%

Arup US, Inc.

15 days- 2.% 20 days- 1% 30 days- 1 % 1%

Atlas Public Policy LLC

15 days- 1% 20 days- 1%

2%

Auros Group

15 days- 4%, 20 days- 3% 30 days- 2% 1%

Banks II Quan and Associates, Inc.

15 days- 1.%

Bales Energy associates

15 days- 3% 20 days- 2% 30 days- 1.% 2%

Bates White LLC

15 days- 3%, 20 days- 3% 30 days- 3% 1%

BCS, LLC

10 days- 5%, 15 days- 4%, 20 days- 3%

25%

Beacon Integrated Solutions (FKA Beacon Integrated Solutions LLC)

15 days- .50. % 20 days- .25%

Better Together Brain Trust LLC

Shonte Davidson

617-249-3228 shonte@bt2energy.com

15 days- 3% 20 days- 2% 30 days- 0%

Borderland Partnership Inc.

15 days- 1% 20 days- 0% 30 days- 0%

Bowman Engineering, Inc

10 days- 5%, 15 days- 2%, 2%

BR+A Consulting Engineers

15 days- 2% 20 days- 2%

5%

Building Evolution Corporation

15 days- 1% 20 days- 1%

Buro Happold Consulting Engineers PC

15 days- 2% 20 days- 2%

25%

BW Research Partnership Inc.

15 days- 3% 20 days- 3% 30 days- 3%

Cambridge Econometrics Inc.

15 days- 2% 20 days- 1%

5%

Center for EcoTechnology, Inc.

Center for Sustainable Energy

15 days- 1% 20 days- 1%

2.5%

Center for Transportation & The Environment

15 days- 0% 20 days- 0%

1%

CLEAResult Consulting, Inc

10 days- 4%, 15 days- 3% 20 days- 2%

20%

ClearlyEnergy INC

15 days- .75% 20 days- .5%

1%

Clough, Harbour & Associates LLP

15 days- 2% 20 days- 1.5%

1%

Climable, Inc.

15 days- 4% 20 days- 3% 30 days- 2%

CMTA Inc.

15 days- 1% 20 days- 1%

3%

Cohen Ventures Inc dba Energy Solutions

10 days- 1%, 15 days- 0.5% 20 days- 0.25% 30 days- 0.13% 30%

Colliers Project Leaders USA NE, LLC

15 days- 1.5% 20 days- 1%

10%

Competitive Energy Services LLC

15 days- 4% 20 days- 3%

2%

Consensus Building Institute LLC (CBI)

15 days- 2% 20 days- 2%

6%

Converge Strategies, LLC

10 days- 3% 15 days- 2% 20 days- 1%

Cumming Management Group

15 days- 3% 20 days- 2%

25%

Daymark Energy Advisors, Inc.

Deloitte Consulting LLP

15 days- 1.5% 20 days- 1%

15%

DH Infrastructure LLC

15 days- 2% 20 days- 1.5%

4%

Dynamhex, Inc.

15 days- 10% 15%

EBPUS, Inc.

15 days-1.5 % 20 days- 1. % 10%

EA Engineering, Science and Technology, Inc.

15 days- 0.75% 20 days- 0.5% 28%

Eastern Research Group, Inc.

Ekotrope Inc.

15 days- 2% 20 days- 2%

1%

Elevated Design Inc.

15 days- 1% 20 days- 1%

15%

Emerald Cities Collaborative

15 days- 3% 20 days- 2%

15%

Enel X Advisory Services USA LLC

15 days- 0% 20 days- 0%

2%

Energy Engineering and Design, Inc

15 days- 2% 20 days- 1% 30 days- 1%

Energy & Environment Economics Inc.

15 days- 2% 20 days- 0%

2%

Energy Management Associates, inc

15 days- 1.5% 20 days- 0.75% 30 days- 0.38%

SBPP

Energy Shrink, LLC

15 days- 0.75% 20 days- 0.50% 30 days- 0.25%

Environ Energy LLC

15 days- 1% 20 days- 0.50%

2%

Ernst & Young US LLP

15 days- 1% 20 days- 0%

25%

Franklin Energy Services, LLC

10 days- 1%, 6%

Gannett Fleming Inc.

15 days- 1% 20 days- 0%

5%

Gilbane Building Company

Deborah Howes Brendan Bohan Eric Trutenko

bbohan@gilbaneco.com etrutenk@gilbaneco.com

See Appendix A

3%

Green Energy Consumers Alliance Inc.

15 days- 6% 20 days- 4%

2%

GreenerU, Inc.

15 days- 1%

Guidehouse Inc.

15 days- 1% 5%

GZA GeoEnvironmental, Inc.

15 days- 1% 20 days- .75% 30 days- .50% 2%

Hagerty Consulting Inc.

15 days- 0.5% 20 days- 0.5% 30 days- 0.5% 5%

ICF Incorporated, L.L.C.

15 days- 1% 20 days- 1%

15%

Industrial Economics, Incorporated

15 days- 0% 20 days- 0%

2%

InClime Inc

15 days- 3% 20 days- 0.5% 30 days- 0%

Introba Inc

15 days- 1% 20 days- 1%

15%

JK Muir LLC

15 days- 2% 20 days- 1% 30 days- 0%

Jones Lang Lasalle Americas Inc.

15 days- 1.5% 20 days- 1%

10%

Karpman Consulting LLC

15 days- 1% 20 days- 1% 30 days- 1%

LaReg

15 days- 1.25% 20 days- 1% 30 days- 0.5%

Leidos Engineering, LLC

15 days- 1.25% 20 days- 1.0%

10%

Levitan & Associates Inc.

15 days- 2% 20 days- 1.5%

1%

Lexicon Energy Consulting, Inc.

15 days- .5% 20 days- .25% 30 days- .125%

Linnean Solutions

15 days- 2% 20 days- 1% 5%

London Economics International LLC

15 days- 2% 20 days- 0%

1%

New Ecology, Inc.

15 days- 0.5% 20 days- .25%

Nordee Enterprise LLC

15 days- 1.5% 20 days- 1% 30 days- .0.5%

NORESCO, LLC

15 days- .5% 20 days- .10% 30 days- .10% 5%

NV5 Planning & Design Inc (Richard Kimball Co.)

15 days- 0% 20 days- 0%

5%

NZero Inc

15 days- 4% 20 days- 3%

5%

Optimal Energy Inc.

OptiMiser LLC

15 days- 2%

3%

Peregrine Energy Group, Inc.

Performance Resource Partners, LLC

2%

Performance Systems Development of New York LLC

15 days- 1% 20 days- 0%

2%

Planning Communites LLC

15 days- 2% 20 days- 1.5%

10%

Posterity Group Consulting US Inc.

15 days- 0.1% 20 days- 0.1% 30 days- 0.1% 1%

Power Advisory LLC

15 days- 0% 20 days- 0%

2%

PowerOptions, Inc

15 days- 5% 20 days- 2% 30 days- 2%

QGM Consulting LLC

15 days- 4% 20 days- 3%

10%

R.W BECK GROUP, INC dba Leidos Engineering, LLC

15 days- 1.25% 20 days- 1.0%

10%

Raab Associates, Ltd.

15 days- 1.5% 20 days- 1% 30 days- .50%

RDH Building Science LLC

15 days- 4% 20 days- 3%

15%

Rivermoor Energy LLC

15 days- 1.% 20 days- .5%

Rocky Mountain Institute (RMI)

15 days- 0% 20 days- 0%

5%

Sagewell Inc.

15 days-1% 20 days- 0%

1%

Schleidt Works LLC

15 days- 4% 20 days- 3%

6%

SourceOne Inc

15 days- 1.% 5%

Steven Winter Associates Inc.

15 days- 2% 20 days- 2%

1%

STV Construction, Inc

15 days- 0.25% 20 days- 0.25% 30 days- 0.25% 1%

Sustainable Energy Advantage, LLX

15 days-.75 % 20 days- .5% 30 days- .25%

Synapse Energy Economics, Inc

15 days-2.5 % 20 days- 1% 30 days- 1%

Syska Hennessy Group

15 days- 4% 20 days- 3%

25%

TBD Lighting LLC

15 days- 3% 20 days- 2%

6%

The Brattle Group Inc.

15 days- 2% 20 days- 2%

1%

The Boston Consulting Group

10%

The CADMUS Group LLC

15 days- 1.5% 20 days- 1%

1%

The Energy Efficiency Group Inc.

15 days- 2% 20 days- 1% 30 days- 1%

Throwe Environmental

15 days- 0% 20 days- 0%

1%

TRC Environmental Corporation

Trifolium Strategies

15 days- 6% 20 days- 5% 30 days- 4% 20% van Zelm Heywood & Shadford, Inc

15 days- 2%

5%

Vanasse Hangen Brustlin, Inc. (VHB)

15 days- 1% 20 days- 1%

10%

Vermont Energy Investment Corporation

10%

Weston & Sampson Engineers, Inc

15 days- 1% 20 days- 1%

5%

Willdan Energy Solutions

15 days- .75% 20 days- .50% 30 days- .25% 10%

Wilson Engineering Services

15 days- 2% 20 days- 2% 30 days- 1.5% 5%

WSP USA Buildings, INC.

25%

*Note that COMMBUYS is the official system of record for vendor contact information.

** The Master MBPO is the central repository for all common contract files. Price files may be found in the individual vendor’s MBPO.

Appendix A: Contract Categories

Clough, Harbour & Associates LLP

Dynamhex, Inc.

Lexicon Energy Consulting, Inc.

OptiMiser LLC

Syska Hennessy Group

All

Clough, Harbour & Associates LLP

CMTA Inc.

Dynamhex, Inc.

Lexicon Energy Consulting, Inc.

OptiMiser LLC

Category Descriptions

· Energy and Climate Action Research, Analysis, Advisory and Consulting Services Master Blanket Purchase Order .

· Energy and Climate Action Project Advisory and Consulting Services Master Blanket Purchase Order Energy and Climate Action Facilities Management, Operations, and Maintenance Advisory and Consulting Services Master Blanket Purchase Order Energy and Climate Action Research, Analysis, Advisory and Consulting Services Pre-qualified vendors under the Energy and Climate Action Research, Analysis, Advisory and Consulting Services Category offer the following 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 technology strategies for: district energy systems, grid interconnection and modernization, transmission and distribution planning, resilience and reliability, 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.

Energy and Climate Action Project Advisory and Consulting Services Pre-qualified vendors under the Energy and Climate Action Project Advisory and Consulting Category offer the following 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 including but not limited to feasibility study, planning, and other advisory services for solar, wind, battery storage, renewable thermal, grid interconnection, site feasibility studies, grant programs, Power Purchase Agreements, and other innovative technologies and associated implementation strategies.

3. Climate Action planning and advisory services include but not limited to forecasting, planning, strategies, and other advisory services for carbon reduction, resilience, mobility, and related climate change adaptation topics.

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

1. Facilities Commissioning Services:

a. Conduct building commissioning investigations, including developing Current Facility Requirements documents, evaluating Energy Management Systems, and identifying low cost and capital energy conservation measures

b. Overseeing building commissioning implementation including developing scopes of work and performance specifications. Reviewing proposals and confirming proper implementation and commissioning.

2. Facilities management and operations:

Conduct 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:

Conduct 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 conducting ASHRAE Level 1 Audits, life-cycle cost analysis and projections, capital equipment analysis and reporting, capital investment planning and condition assessment updates image1.png