RCC1301E RFP 10-2-2015~1.pdf

Commonwealth of Massachusetts RFP, Project # RCC1301E ES1 02 October 2015

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 1

RCC1301E_Form_E_… www.mass.gov/DCAMM/aep

COMMONWEALTH OF MASSACHUSETTS

DIVISION OF CAPITAL ASSET MANAGEMENT AND MAINTENANCE

REQUEST FOR PROPOSALS

ENERGY EFFICIENCY & SUSTAINABLE BUILDINGS PROGRAM

for Equipment, Coordinated Design, and Installation of

• Geothermal Heat Pump system, estimated 400 ton capacity,

• Canopied Solar Photovoltaic system, approximated 1MWh; and

• Energy Conservation Measures including but not limited to:

o Energy Management System (EMS DDC Controllers) campus wide o Solar water heating, roof mounted and o HVAC Upgrades for Roxbury Community College, Roxbury Crossing, MA

Project # RCC1301E ES1 Roxbury Community College Energy & Water Upgrades

RFP Issued Friday, October 02, 2015 Pre-Proposal Conference and Initial Site Visit: Tuesday, October 20, 2015 1:00 PM – 5:00 PM

Site Visits

• Wednesday, October 21, 2015 9:00 AM – 1:00 PM

• Tuesday, October 27, 2015 9:00 AM – 1:00 PM

• As posted on COMMBUYS.com

Written Questions Due Tuesday, November 03, 2015 Target Response to Questions Thursday, November 12, 2015 Final Deadline for Addenda to RFP Wednesday, November 18, 2015

Proposals Due Friday, December 04, 2015, 2:00 PM

Target Interviews Tuesday, February 03, 2016

Target Selection Date Tuesday, February 17, 2016 Target Award Date (ESA Signing) Tuesday, March 10, 2016

DCAMM Contact Person:

Edward Ransom, Program Manager Energy Efficiency & Sustainable Buildings Group Division of Capital Asset Management and Maintenance One Ashburton Place Boston, MA 02108 Fax: 617-727-4043 – Phone: (857) 204-1390 Edward.Ransom@state.ma.us mailto:Edward.Ransom@state.ma.us

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 2

TABLE OF CONTENTS

Introduction 4

A. Proposal Scope of Work 5 B. Overview of RFP and Process 10

Procurement Process 11

A. Contact Person 11 B. Advertisement and Communications with DCAMM 11 C. Proposal Development 12 D. Certification of Eligibility 14 E. Proposal Submission 15 F. Evaluation and Selection of Proposer to Execute Contract 16 G. Contract Award / Execution 17 H. Design and Construction 17 I. Post Installation Services 18

Payment Terms and Funding Sources 18

A. Payment Sources 18 B. Cashflow 18 C. Cost Breakdown 19

Other Important Information 19

Attachment A: Forms for Proposal Submission 22

Attachment A: Part I – Checklist for Proposal Submission 23

Attachment A: Part II – Form A – Cover Letter 25

Attachment A: Part III – Form F – Questions 26

A. Executive Summary of Services Provided 26 B. Scope of Work 26 C. Final Design and Construction Schedule 27 D. Technical Design and Feasibility Services 28 E. Other Services 29 F. Proposer Qualifications and Experience 33 G. Additional Services and Information 36 H. Appendices 37

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 3

Attachment A: Part IV – Financial Forms 38

Attachment B: Scope of Services 39

Attachment B: Part I – Scope of Services Overview 40

A. Introduction 40

Attachment B: Part II – Basis of Design 43

Attachment B: Part III-Data Acquisition and Reporting Overview & Requirements 44

A. Metering and Data Acquisition System (DAS) 44 B. Renewable and Alternative Portfolio Energy Credits and

Revenue Streams 45

Attachment B: Part IV – Other Services 47

Attachment C: Facility Profile 51 Part I: Facility Description / Existing Conditions 52 Part II: Facility Map / Directions 53 Part III: Site Audit Template 55 Part IV: List of Available Facility Plans and Background Reports 56

Attachment D: Goals for Participation in Minority & Women Business Enterprises 57

Attachment E: Contracts, Part I – Energy Services Agreement (ESA) 61

Attachment E: Part II – Minimum Contract Terms 62

Attachment E: Part III – Prevailing Wage Rates 64

Attachment F: Payments and Grant Terms 65

Attachment G: Information Regarding Contractor Certification 66

Attachment H: Evaluation Criteria 67

Attachment I: Summary of Potential Con-Current Work-Project RCC1201 DC1 70

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 4

REQUESTS FOR PROPOSALS (RFP)

I. INTRODUCTION

The Division of Capital Asset Management & Maintenance (DCAMM) of the Commonwealth of Massachusetts, in accordance with Massachusetts General Laws C. 25(A), § 11(C), requests Proposals from qualified Energy-Service Companies (ESCOs) or other qualified contractors (herein called Interested Companies, Contractors, or Proposers) for providing the services described in this RFP at: Roxbury Community College located at 1234 Columbus Avenue, Roxbury Crossing, MA 02120, as described in more detail in Attachment C, Parts I and II.

Highlights of this Project: Further Reference:

Open to ALL CONTRACTORS certified in any one of the DCAMM Standard Categories of:

1. General Building Construction

2. Heating, Ventilation, and Air Conditioning (HVAC)

3. Mechanical Systems

4. Energy Management Systems

5. Electrical

Section II D and Attachment G

Payment will be made by

1. Progress Payments and

2. Grants through the Leading by Example Clean Energy

Project Grant Program

Attachment F/ Attachment E, Part II

Savings are verified throughout the design/build process and must be verified prior to Final ECM Acceptance. There will be no Performance Term or Required Guaranteed Savings after Final Project Acceptance

Attachment B/ Attachment A, Form E

A Checklist for RFP Submission is enclosed Attachment A, Part I

Questions Attachment A, Part III

Architectural/Engineering Consultant Studies Referenced and Linked Attachments B, Part II

Minority & Women Owned Business Goals –

1. M/WBE Process and Requirements

2. Workforce Goals

3. A list of SDO Certified companies in categories likely to be applicable to this project is now part of the RFP.

Attachment D Attachment E, Part I and Schedule B-8

Standard Energy Services Agreement (ESA) Attachment E, Part I

Evaluation Criteria Attachment H

Summary of Potential Concurrent Work Attachment I

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 5

A. Proposal Scope of Work:

The Commonwealth is interested in turnkey Proposals for coordinated design, equipment purchase, installation, commissioning, Measurement & Verification (M&V), warranty services, and maintenance. Interested Companies should submit proposals that reflect the requirements in the scope of services included in Attachment B and reflecting the assessments in the reports included in Attachment C as outlined below.

The Interested Companies must satisfy all Base Proposal requirements and Required Add Alternatives in their proposal. Interested Companies are encouraged, but not required, to submit proposals for all Optional Proposer Alternative. The winning Proposer will provide the Commonwealth with coordinated design, equipment purchase, coordinated installation, commissioning, M&V, maintenance, training, and warranty services based on the preliminary design and/or specifications provided by DCAMM and its consultants.

1. Base Proposal (Required):

Your proposal must include the coordinated design, equipment purchase, coordinated installation, commissioning, Measurement & Verification (M&V), and standard warranty for the following Energy and Water Conservation Measures (ECMs):

Reference LOCATION / Building No. or Parking Lot No.

ECM Attachment B Part I Page No.

1 2 3 4 5 Lot

01.00 Lighting

01.01 Lamps, Ballasts, Fixtures 4-82

01.03 Fluorescent Fixture Retrofits 4-82

01.07 HID Lamp Retrofits 4-82

04.00 EMS and Controls

04.07 DDC Controllers 4-83

04.13 Operational Enhancements 4-83

05.00 Domestic Water

05.04 DHW Heater Replace / Fuel Switching 4-87

06.00 Sewer Conservation

06.01 Sewer and Irrigation Abatement 4-89

09.00 Variable Frequency Drives

09.00 VFD's 4-90

11.00 Vending/Plug Controllers

11.1 Vending misers 4-98

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 6

Reference LOCATION / Building No. or Parking Lot No.

ECM Attachment B Part I Page No.

1 2 3 4 5 Lot

15.00 Chillers

15.06 Cooling Tower and Upgrades 4-100

19.00 Real-Time Metering

19.00 Real-Time Metering 4-101

21.00 Renewable Energy Systems

21.02 Solar Water Heating 5-109

21.04 Geothermal Heat Pumps (includes

ECM14.01 Boiler in Bldg. #3) 5-120

22.00 Misc. Specialty Equipment

22.00 Air Handling Units, Make Up Air Unit, Computer Room Cooling Replacement, Condenser Water Pump Exhaust Fans, Water Cooled Condensing Units, Outside Air Control and Economisers

(ECM 4.02).

23.00 Other proposed by the Facility

23.00 Power Correction Factors 4-102

For more detail, refer to the Scope of Work included in Attachment B-1. The Base Proposal must include the scope of work referenced in Attachment B.

Proposals must include a comprehensive maintenance/training program for a term of five

(5) years following Substantial Completion Notification Approval for the ECMs noted in the following Table. This maintenance and training program is distinct from and in addition to the New Equipment/System Warranties requirement for all ECMs as outlined in Section 31 of the ESA (Attachment E- I). For this term the proposers will include all manufacturers required and recommended inspections and preventative maintenance services and monthly training updates, for the following ECMs:

Reference LOCATION / Building No. or Parking Lot No.

ECM Attachment B Part I Page No.

1 2 3 4 5 Lot

21.00 Renewable Energy Systems

21.02 Solar Water Heating 5-109

21.04 Geothermal Heat Pumps 5-120

Note to Proposers: The Base Proposal must include these services however the Commonwealth may determine whether to proceed with Post-Construction Services on an ECM by ECM basis.

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 7

2. Recommended Changes:

Any changes to the Base Proposal such as changes in proposed equipment (not an ‘as equal’), level of design, or level of savings must be properly detailed in applicable responses in Attachment A and Forms B/C/D and Form E. These changes may provide more savings, a more cost effective approach, or a higher quality approach. These proposed changes may not decrease savings, maintainability, standards of comfort or code compliance. These may not be significant changes to the base ECMs. Significantly different approaches should be addressed as a Proposer Alternative as detailed below.

The Commonwealth, at its sole discretion, will determine whether the recommended changes to the Base Proposal will result in a more favorable evaluation (i.e. better payback, deeper savings, or technically superior design) and whether it will include these changes in the final

ESA.

3. Alternatives:

There are 4 types of Alternatives, as described below.

• Add Alternatives – These are Required or Optional as stated. These would add an ECM or other services to the base scope.

• Maintenance Alternatives – These are Required or Optional as stated. The Commonwealth would like maintenance services bid separate from the base. Only for post-construction services.

• Replacement Alternative – These are Required or Optional as stated. The Commonwealth is requesting a significantly different approach to a base ECM. The Commonwealth will proceed with the Base OR the Replacement ECM, not both.

• Proposer Alternative –These are Optional only. Interested Companies may provide optional ECM(s) in addition to the base scope or as an optional replacement to a base scope ECM, that they determine are feasible and add value to the project. Proposers must fill out a Form B and Form C for any Proposer Alternative provided.

a. To assist Proposers in identifying potential Innovative Technologies for use in Energy Project proposals, proposers may download the Massachusetts as a First Customer Pilot Program Commercially Ready Technology (CRT) List at:

http://www.masscec.com/content/massachusetts-first-customer-commercially-ready-technologies-list

b. For more information on the Massachusetts as a First Customer program go to:

http://www.masscec.com/programs/massachusetts-first-customer.

c. This list has been developed by MassCEC to provide public entities with a better understanding of which company’s product or service has been verified by an external third-party technical expert as ready to enter the commercial markets with limited functional risk. This list does not constitute an endorsement, warranty, or guaranty, by MassCEC or DCAMM. MassCEC and http://www.masscec.com/content/massachusetts-first-customer-commercially-ready-technologies-list http://www.masscec.com/content/massachusetts-first-customer-commercially-ready-technologies-list http://www.masscec.com/programs/massachusetts-first-customer

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 8

DCAMM assume no liability for the purchase, use, operation, performance or acquisition of any products or services referenced above.

Interested Companies shall include in their Proposal all information requested in this RFP for each of the Required Alternatives and may include Proposer Optional Alternatives.

Alternatives must be a separate cost (as shown in Form B in Attachment A, Part IV). The Commonwealth, at its sole discretion, will determine whether any Alternative(s) will result in a more favorable evaluation (i.e. better payback, deeper savings, or technically superior design) and whether it will include them in its final contract and in no particular order. The Commonwealth, in its sole discretion, may elect to substitute any Alternatives or any combination of Alternative(s) for ECMs in the Base Proposal.

The Alternatives typically add cost to the Base Proposal Requirements. Proposers who do not price Required Alternatives will not be automatically disqualified; however, the Commonwealth reserves the right to subtract points from the evaluation. Proposers who provide the Optional Alternatives may be awarded higher points.

• Add Alternative(s) REQUIRED

I Page No.

1 2 3 4 5 Lot

05.00 Domestic Water

05.06 Toilets (Low Flow) 4-87

05.08 Low Flow Shower Heads 4-87

21.00 Renewable Energy Systems

21.01.01 Photovoltaic Modules, Canopied

+ EV Charging STA in location 1 5-107

21.01.02 Photovoltaic Modules, Canopied

+ EV Charging STA in location 2 5-107

23.00 Other

23.01 Education Kiosk

Proposals must include a comprehensive maintenance/training program for a term of five (5) years following Substantial Completion Notification Approval must be included.

I Page No.

1 2 3 4 5 Lot

21.01 Photovoltaic Modules, Canopied 5-107

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 9

• Maintenance Alternative(s) REQUIRED

I Page No.

1 2 3 4 5 Lot

04.07 DDC Controllers 4-83

14.00 Boilers

14.01 Replace Boilers 4-100

• Replacement Alternative(s): NONE

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 10

B. Overview of RFP and Process

Attachments to this RFP include:

• Form for Proposal Submission (Attachment A)

• Scope of Services (Attachment B)

• Facility Profile (Attachment C)

• Goals for Participation by M/WBE Firms and Energy Services Agreement

(Attachments D and E)

• Specific Funding Information and Payment Terms (Attachment F)

• Contractor Certification (Attachment G)

• Evaluation Criteria (Attachment H)

• Summary of Potential Concurrent Work (Attachment I)

The Proposer should review all relevant sections and complete the checklist in Attachment A, Part I before submitting its Proposal.

The Project Development Process The project development phases and references in the RFP to the phases are listed below.

1. Analysis (Study) and Schematic Design Phase: The Commonwealth has completed this phase, the results of which are in Attachment B, Part I. This phase includes preliminary designs and performance specifications, as shown in Attachment B, Part II.

2. Proposal Phase: (See Section II, Parts A-E, below). During the Proposal Phase, the Proposed Scope of Work is broken into ECMs, as detailed in Attachment B, Part I.

Interested Companies prepare their responses to this phase, using information from Attachment B, Attachment C, other parts of this RFP, and site visits.

3. Review, Evaluation, and Selection Phase: (See Section II, Parts F and G, below). The Commonwealth reviews proposals based upon the criteria set in this RFP. The selected Proposers will sign an Energy Services Agreement (ESA-Attachment E, Part I of this RFP) for the selected Base Proposal measures and selected Alternatives. Selected portions of the Proposal will be incorporated into the ESA, including approved Tables from Form E of Attachment A.

4. Final Design/Construction: (See Section II, Part H below, Attachment B, Part IV, Attachment E, Parts I, II and III). Under the ESA, the Contractor finalizes design (50, 90, 100% design), procures and installs equipment, conducts and completes performance measurement and verification and commissioning tests, and provides training and turnover. The selected proposer will not be allowed to alter the intent of design (unless approved by the Commonwealth).

5. Post Construction: (See Section II, Part I below, Attachment B, Part IV , and Attachment E, Part I (Sections 31 & 32 and Schedule C in particular in the ESA). Warranty and maintenance services are included in this phase, if applicable.

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 11

II. PROCUREMENT PROCESS

The procurement process for these services will proceed as follows:

A. Contact Person: All communication and questions pertaining to this RFP should be directed to:

RFP communications must be sent to: Copies of Communication sent to:

Edward Ransom Program Manager Division of Capital Asset Management & Maintenance One Ashburton Place Boston, MA02108 857-204-1390 Edward.Ransom@state.ma.us

Pamela L. S. Schooler Owner’s Project Representative Division of Capital Asset Management & Maintenance One Ashburton Place Boston, MA02108

Pamela.Schooler@state.ma.us

B. Advertisement and Communication with DCAMM

1. This RFP has been distributed electronically using the Commonwealth Procurement Access and Solicitation System, COMMBUYS system, http://www.COMMBUYS.com The project name is

Comprehensive Energy and Water Upgrades at Roxbury Community College and the project number is

RCC1301E ES1.

2. Changes to the RFP will be made through addenda to the RFP. Questions and addenda may be posted to COMMBUYS up to the Final Deadline date for Addenda to RFP listed on the cover. Interested Companies may not alter the RFP language or any RFP component files.

3. Interested Companies are solely responsible for obtaining and completing required attachments that are identified in this RFP and for checking COMMBUYS for any posted and/or modifications that are subsequently made to this RFP or attachments.

4. The Commonwealth accepts no liability and will provide no accommodation to Interested Companies who fail to check for amended RFPs and/or addenda and submit inadequate or incorrect responses.

mailto:Pamela.Schooler@state.ma.us http://www.comm-pass.com/

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 12

If an Interested Company encounters problems with access to the RFP, Addenda or any other required documents, please notify the COMMBUYS website administrator. Please contact the Contact Person if any Interested Company is unable to access the website or is having difficulties with the website for which the COMMBUYS website administrator is unable to provide assistance.

C. Proposal Development

Interested Companies should review the existing conditions and other Facility information in Attachment C while preparing their Proposals. The Commonwealth encourages Proposers to attend the scheduled site visits to the Facility or Facilities listed in this RFP to educate themselves on existing conditions and learn more about the interaction among all aspects of the building systems to inform their Proposal. See cover sheet for scheduled site visits.

A Pre-Proposal Conference and site visit of the Facility will be held on the date listed on the front cover. Other site visits of the Facility not posted on the front cover sheet will be announced at the Pre-Proposal conference and/or posted on COMMBUYS. It is the Interested Company's individual responsibility to make reservations with the Contact Person for the Pre-Proposal Conference and the site visit via e-mail or phone. Minutes and attendees of the pre-proposal conference will be posted on COMMBUYS after the meeting.

The campus is located across the street from the MBTA Roxbury Crossing Station on the Orange Line. Limited parking is available on site in Parking Lot No.2 located at the intersection of Columbus Avenue and New Heath Street. Prior consent is required to park in this lot.

All Proposals will be evaluated based only upon the information in the RFP, written answers from DCAQMM to questions posed by Interested Parties, and addenda issued by DCAMM.

All official communication regarding this procurement shall be via:

a. This RFP, including any attachments or addenda;

b. Communication given in writing and from the Contact Person; and

c. Mass.gov website, www.COMMBUYS.com

No other forms of communication, including written or oral communications from other members of DCAMM or members of its client facility will be deemed binding on the Commonwealth.

Questions via the Bid Q&A on COMMBUYS:

(Please note, in COMMBUYS the term “RFP” is referred to as the “BID”)

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 13

The “BID Q&A” provides the opportunity for Bidders to ask written questions and receive written answers from Contact Person regarding this BID. All Proposers’ questions must be submitted through the BID Q&A found on COMMBUYS (see below for instructions).

Questions may be asked only prior to the Deadline for Submission of Questions noted on the front cover of this BID. The issuing department reserves the right not to respond to questions submitted after this date. It is the Bidder’s responsibility to verify receipt of questions.

Please note that any questions submitted to the Contact Person using any other medium (including those that are sent by mail, fax, e-mail or voicemail, etc.) will not be answered.

To reduce the number of redundant or duplicate questions, Proposers are asked to review all questions previously submitted to determine whether the Proposer’s question has already been posted.

Proposers are responsible for entering content suitable for public viewing, since all of the questions are accessible to the public. Proposers must not include any information that could be considered personal, security sensitive, inflammatory, incorrect, collusory, or otherwise objectionable, including information about the Proposer’s company or other companies. The Contact Person reserves the right to edit or delete any submitted questions that raise any of these issues or that are not in the best interest of the Commonwealth or this BID.

All answers are final when posted. Any subsequent revisions to previously provided answers will be dated.

It is the responsibility of the prospective Proposer and awarded Contractor to maintain an active registration in COMMBUYS and to keep current the e-mail address of the Proposer’s contact person and prospective contract manager, if awarded a contract, and to monitor that e-mail inbox for communications from DCAMM, including requests for clarification. The Commonwealth assume no responsibility if a prospective Proposer’s/Awarded Contractor’s designated e-mail address is not current, or if technical problems, including those with the Proposer’s/Awarded Contractor’s computer, network or internet service provider (ISP) cause e-mail communications sent to/from the Proposer/Awarded Contractor and DCAMM to be lost or rejected by any means including email or spam filtering.

Locating Bid Q&A:

Log into COMMBUYS, locate the BID, acknowledge receipt of the BID, and scroll down to the bottom of the Bid Header page. The “Bid Q&A” button allows Bidders access to the Bid Q&A page.

The only supplemental information in a Proposal that will be considered in the selection process is information specifically requested by the DCAMM Contact Person in writing.

If an Interested Company has not previously submitted a proposal to the DCAMM Energy and Sustainability Program, the Commonwealth encourages the Interested Company to review

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 14 formats of previous proposals on file at the Office of Facilities Management Maintenance within DCAMM. Written requests for review of previous proposals should be mailed or e-mailed to the Deputy General Counsel Mr. Peter Wilson (peter.wilson@state.ma.us ) at DCAMM with a copy to the Contact Person.

IMPORTANT NOTE ABOUT DEADLINES: DCAMM does not expect to extend any deadlines included in this RFP. At its sole and absolute discretion, DCAMM reserves the right to extend the deadline, if it is in the best interest of the Commonwealth. Changes in deadlines will be posted on COMMBUYS as an addendum.

D. Certification of Eligibility

Prior to submitting a Proposal, Interested Companies must be certified through DCAMM's Certification of Eligibility process, which is conducted in accordance with MGL Ch. 149, Section 44D (See Attachment G). If Interested Companies are submitting Proposals as part of a joint venture, they must be certified as a joint venture.

Interested Companies must be appropriately certified by DCAMM in the Standard Category(ies) as detailed in Attachment G by the Proposal Due Date. No ESA will be signed for a project in which the proposed Total Contract Value (see Attachment A, Part IV, Form B) exceeds the Single or Aggregate Project Limits for the selected Proposer as provided in the DCAMM Certificate of Eligibility and accompanying Update Statement submitted with the Proposal.

It is highly recommended that Interested Companies pursuing initial DCAMM Certification or changes to their existing DCAMM Certification submit certification forms at least five weeks prior to the Proposal Due Date to allow time for processing. Appropriate certification forms must be submitted to the following address:

Division of Capital Asset Management & Maintenance McCormack Building One Ashburton Place, 15th Floor Boston, MA02108 Attention: Suzzette Waters, Certification Public Information Officer

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 15

Proposer’s Name Proposer’s return Address

Division of Capital Asset Management & Maintenance One Ashburton Place Bid Room, Room 107 Boston, MA 02108, Attention: Jenna Ide, Director – Energy & Sustainability Office of Facilities Management & Maintenance

Comprehensive Energy and Water Upgrades at Roxbury Community College

Proposals not to be opened until 2:00PM on INSERT PROPOSAL DATE XXX

E. Proposal Submission

Interested Companies (DCAMM Certified) that wish to submit a Proposal must submit Proposals per the instructions in Attachment A using the forms in Attachment A.

The Proposal must be submitted in a sealed package and labeled as shown below (Proposer fills in XXXs) by the Proposal Due Date and Time shown on the front cover of this RFP.

Proposals received later than the time and date specified will be deemed non-responsive and returned to the respective Proposer. Proposers are cautioned to allow sufficient time for mailed Proposals to be received. E-mailed or faxed Proposals will not be accepted.

The Proposals shall be opened at the Division of Capital Asset Management & Maintenance, One Ashburton Place, Rm. 107, Boston, Massachusetts immediately following on the Proposal Opening Date and time noted on the front cover. Proposals will not be available for public review until the project is awarded.

If the Proposal does not meet the following minimum threshold requirements, DCAMM will reject the Proposal and will notify those Interested Companies with a formal letter stating reason for disqualification.

1. Proposal received by Proposal Due Date and time listed on cover page of this RFP

2. Current Certificate of Eligibility included

3. Copy of Update Statement included

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 16

4. Financial Forms A-D completed

5. Total Contract Value does not exceed Single or Aggregate Project Limit - as outlined in Attachment G and above.

All Interested Companies that have submitted the appropriate information included in Attachment A, Part I (Checklist), including, but not limited to those requirements noted above by the Proposal Opening date and time shall become Proposers.

F. Evaluation and Selection of Proposer to Execute Contract

Proposals, which meet the minimum threshold requirements noted in section E above, will be evaluated on their response to all requests for information in Attachment A. The responses will be evaluated as outlined in Attachment H – Evaluation Criteria. Attachment H contains a sample Evaluation Form that will be used by the Commonwealth.

Non-Price Criteria

1. Executive Summary

2. Scope of Work and Construction Schedule, including but not limited to:

a. Coordinated design and installation of the DDS Controllers

b. Interfaces between the subsurface geothermal wells, surface parking lot features, and canopied solar photovoltaic panels

c. Project Management and Construction Schedule Coordination

d. Commissioning milestones

3. Technical Approach and Feasibility including but not limited to:

a. Geothermal Heat Pump Systems

b. Solar Photovoltaic Systems

c. HVAC Upgrades

4. Other Services

a. As identified in the Base Proposal and Required Added Alternatives

b. As identified in the Alternatives by the Proposer

5. Proposer’s Qualifications and Experience including but not limited to:

a. Geothermal Heat Pump Systems

b. Solar Photovoltaic Systems

c. Solar water heating

d. Higher Education facilities

As indicated in Attachment H – Evaluation Criteria, all Proposers must get ratings of Neutral (50%) in the preliminary Non-Price Criteria to advance to the Price Evaluation.

Price Criteria

The Price Evaluation will review the Proposer’s response to Criteria IV Financial Benefits.

The Price Evaluation will rate the Proposals as indicated in Attachment H – Evaluation Criteria based on the following factors:

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 17

1. Total Contract Value

2. Per cent Energy Reduction (shown in kW, therms, and gallons) and collectively shown in BTUs and gallons

3. Costs of Alternatives

4. Response to other Financial Benefit Questions

DCAMM may pose written questions to Proposers clarifying minor mistakes or information that is unclear or request an interview with any of the Proposers. The Contact Person will notify the Proposer to issue questions or to set up an interview if necessary. All responses to questions or the interview will be incorporated as formal addenda to Proposals.

Interviews are at the discretion of the Project Manager, on behalf of the project team. For any scheduled interviews related to this RFP, Proposers should feel free to bring subcontractors, especially those with key roles in the project. A list of attendees must be submitted to the Project Manager prior to the meeting. Should the Proposer wish to bring potential subcontractors, their possible attendance will be evaluated by the project team to determine any potential conflict of interest with other proposers and may be excluded from the interview process.

All Proposers will be notified in writing of the decision of the Commonwealth. The selected Proposer will execute an Energy Services Agreement (ESA) in the form attached hereto in Attachment E, Part 1. The language contained in the ESA will not be negotiated after selection of the successful Proposer(s).

G. Contract Award/Execution

The successful Proposer will execute an ESA with the Commonwealth in the form attached hereto in Attachment E, Part I with specific information pertinent to the project, and Proposer, inserted as shown in the ESA (Attachment E, Part II).

All Proposers should review the ESA and Additional terms (Attachment E, Parts I-III) and confer with an attorney prior to submitting a Proposal in response to this RFP. The Commonwealth reserves the right to reject any requested changes identified by the Proposer if not previously agreed upon during the Proposal review and interview process. If an acceptable ESA cannot be reached within 30 days of notification of selection, the Commonwealth may initiate negotiations with the second ranked firm.

H. Design and Construction

The Selected Proposer will design, construct, test, commission, and turn over ECMs as detailed in Attachment B, and any accepted Alternatives. Please see Question C in Attachment A – Form F for the timelines associated with this project. Services related to

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 18 construction are outlined in Part B and the ESA, (Attachment E, Part II). There are certain metering requirements for this RFP.

I. Post Installation Services

The Selected Proposer must provide Measurement and Verification (M&V) services per the ESA (Attachment E, Part I of this RFP).

The Selected Proposer must provide maintenance, warranty, stock, and training services per the ESA (Attachment E, Part I of this RFP), Sections 27-33 and Schedules C-2, C-3 and C-4, .

III. PAYMENT TERMS and FUNDING SOURCES

A. Payment Sources

DCAMM continually seeks and obtains supplementary funding for all projects. The following is a description of presently known potential sources of funding. Forms B, C, D contain information on known amounts.

Funding Source(s)

G.O. Bond funding Yes Clean Energy Investment Program (CEIP) Yes Utility Incentives Yes Grants o Leading By Example (LBE) Solar Canopy Grant

Yes

Prior to signing the ESA, if the Commonwealth and/or the Proposer is able to secure other sources of funding or the Commonwealth determines, in its sole discretion, that it is able to or must make progress payments (according to grant or other guidelines), all related savings to the project due to the revised payment approach will be recalculated and accounted for in the Total Contract Value. For example, if the Commonwealth obtains a grant, all savings must be credited to the Commonwealth.

B. Cashflow

Unless otherwise shown above, projects must be proposed such that the annual savings are at least 10% greater than the annual payments made by the Commonwealth for debt service, according to the cashflow form provided in Form D of Attachment A, Part IV. Proposers are encouraged to provide Proposer Alternatives or recommended changes if they cannot make the project cashflow.

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 19

C. Cost Breakdown Costs for energy design build projects are divided in the following major categories, which are further described in Forms B-D of this RFP and in the ESA.

Total Contract Value (Cost for all services in the ESA) shall include:

a. Installation Period Costs

i. Capital Costs (Labor, equipment, material, overhead, project management, etc.)

ii. Supporting Investment costs of all ECMs, such as training, M&V, Commissioning, maintenance during construction, O&M manuals, etc.)

b. Post Installation Costs

i. Warranty/Maintenance

ii. Ongoing monitoring (i.e. DAS, etc.)

iii. Payment: DCAMM requests Contractors to requisition quarterly for any Post- Installation Services. Other arrangements may be considered on a project by project basis at the discretion of DCAMM. Proposers will not be allowed any profit on overhead or other financing for Post Installation Services.

Details of the payment terms are detailed in Section 4 and Schedule B-3 of the ESA (Attachment E, Part I). More information on grant requirements (as applicable) and payments can be found in Attachment F.

IV. OTHER IMPORTANT INFORMATION:

A. All Proposals and information submitted in response to this RFP are subject to the Massachusetts Public Records Law, M.G.L., Chapter 66, Section 10, and to Chapter 4, Section 7, Subsection 27, with the exception of the Update Statement. Any statements in submitted Proposals that are inconsistent with these statutes shall be disregarded.

B. Notwithstanding any other provisions of this RFP, DCAMM reserves the right to waive any formalities not specifically required by law, to request that additional information be provided after the deadline for receipt of Proposals, to negotiate with any and all proposers, and to reject any and all Proposals received or portions thereof if DCAMM determines in its sole discretion that it is in the best interest of the Commonwealth to do so. It is strongly recommended that Proposers understand the requirements outlined in Attachment E, Part III, Minimum Non-Negotiable Contract Terms. The Commonwealth makes no guarantee a contract will result from this RFP.

C. The Commonwealth makes no guarantee that any services will be purchased from any contract resulting from this RFP. Pursuant to M.G. L. c. 25A § 11C(c) et seq, the Commonwealth reserves the right to add or remove ECMs during the course of the

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 20 procurement (i.e. to select a proposer based upon portions of their proposed scope of work). Should the Proposer be selected, they should be prepared to proceed (including design, installation, permitting, etc.) with any combination of ECMs included in their Proposal, whether listed as Alternatives, recommended changes or otherwise.

DCAMM is aware that certain ECMs are integral portions of other ECMS and will consider this prior to making any such modifications, alternations, additions, or rejections.

D. DCAMM will not consider any Proposals submitted by Proposers which are comprised in whole or in part, directly or indirectly (e.g., without limitation, through ownership or control), of individuals or entities which have directly or indirectly had any involvement in the project which is the subject of this RFP. ("Involvement" means, without limitation, activity relating to engineering, planning, environmental or other consulting on behalf of the Commonwealth for this project). However, DCAMM will consider Proposals from individuals or entities that have not been involved in the project which is the subject of this RFP, but that have been involved in the design and/or construction of other DCAMM projects.

Architectural, engineering, cost estimating, testing or any other consultants or sub-contracting firms that participated in any way, as a direct consultant to DCAMM or provided any services as a sub-consultant to DCAMM's consultant, during the development of this RFP or provided any prior study, planning, environmental or other services with respect to this project are excluded from providing any services to firms submitting offers or to the successful Proposer on this project. DCAMM may disqualify any Proposal that lists such a firm to provide services on this project.

E. To the best of DCAMM's knowledge, the following firms have provided prior services with respect to this project and, therefore, are precluded from providing services in response to this RFP. However, if a Proposer chooses a firm not listed below and DCAMM determines that the firm participated in any way during the development of this project, then DCAMM will immediately disqualify the Proposer. Proposers are encouraged to obtain a signed affidavit from architectural, engineering, cost estimating, testing or any other consulting or sub-consulting or sub-contracting firms confirming that they have had no prior involvement with the development or study, planning, environmental or other services with respect to this project.

List of Firms:

• Alpha Analytical Labs

• Architectural Engineers, Inc.

• Automated Building Systems, Inc.

• Dr. Albert A. Koenig

• Energy Engineering and Design, Inc.

• LBR Geothermal Services, LLC

• NBBJ

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 21

• New England Boring Contactors

• Power Engineers, LLC

• RDK Engineers

• True North Systems

• Weston & Sampson

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 22

ATTACHMENT A:

FORMS FOR PROPOSAL SUBMISSION

This Proposal Submission outline is to assist Proposers in assembling and submitting their Proposal Packages. In addition to Certification requirements, Proposer shall submit 6 forms all listed below (Forms A-F) which are available in 4 separate documents on www.COMMBUYS.com as noted.

1. Part I: Checklist/Instructions Optional, Not Required to Submit

2. Part II: Form A: Cover Letter

Required to complete and submit with package.

3. Part III: Questions - Two forms, please complete both as directed:

o Form E:Filename “RCC1301E_Form_E_9.30.2015”: Please complete the tabs of the Form E spreadsheet.

o Form F Filename: “RCC1301E_Form_F_10.2.2015” Some questions require the Proposer to review the ESA and confirm or correct information. Form F has the following sections.

A. EXECUTIVE SUMMARY

B. SCOPE OF WORK (In Form E, Part I -Table B-1)

C. FINAL DESIGN AND CONSTRUCTION SCHEDULE

D. TECHNICAL DESIGN AND FEASIBILITY SERVICES

E. OTHER SERVICES:

1. Commissioning/M&V ( Form E, Part I – Table B-5)

2. Warranty & Stock (Form E, Part I –Tables C-1 and C-2)

3. Maintenance

a. Contractor ( Form E- Table, Part I C-3a)

b. Facility ( Form E, Part I – Table C-3b)

4. Training (Form E, Part I – Table B-6)

5. Data Acquisition and Reporting Requirements

E. PROPOSER QUALIFICATIONS AND EXPERIENCE

1. Proposer Organization

2. Project Management and Design

3. Resumes (Please Submit in Appendix)

4. References

F. ADDITIONAL SERVICES AND INFORMATION

G. APPENDICES (For Proposer’s Use as Directed in Questions)

4. PART IV: FORMS B-D: FINANCIALS

1. Instructions (please read thoroughly)

2. Financial Questions (please put answers in tab)

3. Form B Tab for each ECM (please submit for each ECM and Alt.)

4. Summary Form B (self-calculating -please confirm information)

5. Form C: Savings (please review and input as needed)

6. Form D: Cash flow (self-calculating -please confirm information)

DCAMM Model RFP: Energy/Water Design/Build revised July 2015 23

PART I – CHECKLIST FOR PROPOSAL SUBMISSION

Roxbury Community College Energy & Water Upgrades

Proposers are encouraged to include this complete checklist with their Proposal.

This Checklist is provided to facilitate Proposers in providing a complete Proposal package.

PROPOSAL CHECKLIST

(To make sure PROPOSAL is complete)

Your Checkmark here

Date and Time your Proposal must be received by DCAMM – (Strictly enforced by Law) See front cover of this RFP. DCAMM will Date/Time stamp your Proposal upon receipt.

10 copies of your Proposal (See all forms in Attachment A) submitted as noted below:

• 8 bound copies of complete Proposal, including a CD containing all cut sheet for products and services.

• 2 electronic copies of complete Proposal on CD (including Excel sheets in separate document)

Form A (Cover Letter) of this RFP completed, signed and indicating the number of addenda(-um) received and acknowledged. See Attachment A, Part II, Form A. _______

All financial forms and costs are in one separately sealed envelope, including:

• 8 Hard Copies of Form B (Total Contract Value Spreadsheet.) See

Attachment A, Part IV.

• 2 electronic copies on CD (including Excel sheets in separate document)

Important Note:

The Total Contract Value of all proposed measures must be within the limits specified in Proposer’s Certificate of Eligibility.

Proposer’s current Certificate of Eligibility submitted w/ each copy of the Proposal See Attachment G of this RFP.

Update Statement (2 copies) submitted in one separately sealed & labeled envelope.

See Attachment G of this RFP.

Proposers are encouraged to contract DCAMM Project Contact Person, with any questions regarding this Proposal submission process:

Edward Ransom Edward.Ransom@state.ma.us

(857) 204-1390

Please note that this form does not supersede the requirements set forth in Massachusetts General Law 25A, the RFP or any addenda to it.

Commonwealth of Massachusetts RFP, Project # RCC1301E ES1 2 October 2015

ATTACHMENT A

PART I CONTINUED: CHECKLIST FOR PROPOSAL SUBMISSION

ADDITIONAL INSTRUCTIONS

The Commonwealth may deduct points for:

o Unanswered questions o Answers over the page limits o Incomplete CD copies o Any mistakes in calculations & reporting

All copies must be printed double-sided, and printed on recycled paper (minimum 20% post-consumer content, or tree-free paper)

Attachment A: all questions answered

Unnecessary samples, attachments, or documents not related to the proposal should not be submitted

Please ensure that all tables are labeled and that all assumptions and back-up data are clearly referenced in the proposal

Minimize the use of non-recyclable or non-re-usable materials (plastic report covers, plastic dividers, vinyl sleeves). Three-ringed binders, glued materials, and staples are acceptable. No vinyl binders, please. Submit materials in a format that allows for easy removal and recycling of paper materials.

To reduce proposal size, if cut sheets are more than 5 double sided pages, any cut sheets for products and services should be included on 6 separate CDs. One CD should be included in each proposal binder.

There is a page limit for each Proposal: 70 pages (35 double-sided) [Team, adjust based upon size of project

DCAMM reserves the right to reject any Proposal which substantially exceeds any of the page requirements listed herein (All Sections pertain to Attachment A-Part III).

Not included in page limits are:

o Forms B through D o Form E and designs (if requested) o Résumés o Certification paperwork

Thank you for your time and effort in submitting this Proposal.

ATTACHMENT A: - PART II – FORM A

COVER LETTER

REQUIRED COVER LETTER FOR PROPOSALS

TO: Commonwealth of Massachusetts

Division of Capital Asset Management & Maintenance

FROM:* Firm Name:

Address:

Phone/Fax:

Website:

Name of Person Who Prepared Response:

Email:

* NOTE: Please enter name of firm and person principally responsible for preparing this Proposal.

This is the person through which all communication regarding this Proposal will be directed, unless noted below. If different individuals or firms were responsible for answers to a specific question, please indicate in the answer to that question.

Other Contact Person Information

Name Email Phone I have read, understand, and agree to comply with the terms and conditions for providing energy conservation management services for this Project as stated in this RFP and as determined by the Division of Capital Asset Management and Maintenance.

I acknowledge __ Amendments posted on COMMBUYS, including the following Addenda:

[Insert Addenda Number and Dates]

If selected, I hereby attest that I have read and agree to sign the Energy Services Agreement (ESA) attached hereto and included in this RFP as Attachment E, Part I: ESA Agreement.

I have noted any exceptions or comments in the Appendix in an Attachment entitled, "Response to Attachment E, Part I."

Signature of Signing Principal or Company Officer Date

Name and Title of Signing Officer

Notary Public Date

My commission expires:

PART III – FORM F -QUESTIONS

Available as a separate word doc, filename RCC1301E_Form _F_10.2.2015

A. EXECUTIVE SUMMARY OF SERVICES PROPOSED

1. EXECUTIVE SUMMARY

Provide an executive summary of the Proposal. Include in this summary the complete range of energy conservation services and renewable energy systems being proposed for this project (i.e., auditing, equipment selection and installation, rate monitoring, retro-commissioning, M&V/Commissioning, metering, operation and maintenance strategy, training of Facility personnel, proper disposal of construction waste, and other services [see Attachment B Part

IV).

Please Respond:

2. Please summarize the Base ECMs and Alternatives the Interested Company is proposing, providing an overview of the approach. Please label as shown in the Introduction. If preferred alternative is not included, please state why. Note, the set of measures & alternatives measures must remain consistent throughout the Proposal.

3. Please briefly note any Recommended Changes being offered.

4. Please provide a brief overview of the Proposer’s company and the team that has been assembled to implement this project. The breadth and depth of the team should be clearly and concisely detailed.

B. SCOPE OF WORK

1. SCOPE (as detailed in Attachment B)

a. Please complete: “Table B-1 Scope of Services” of Form E

Please note: This table, once accepted, will be inserted into Schedule B-1 of the ESA.

Include in the Table any relevant manufacturing data for equipment that is being proposed. Include manufacturer, sizes, efficiency ratings, output, and other relevant technical details.

Please add any details that do not fit in the table here.

b. Track record of the proposed ECMs: For all proposed major pieces of equipment, provide a description of its track record, installation history, reliability, etc. Please confirm whether it meets or exceeds performance specs and discuss.

c. Briefly discuss any additional information about the equipment and systems proposed that are relevant to the Commonwealth. Please provide relevant cut sheets for the equipment in the Appendix, noting a reference here. Please keep cut sheets to a minimum. Include only cuts sheets for major equipment. Cut sheets should be submitted on the separate CDs also.

d. Please discuss any Recommended Change to Base Proposal or Required Alternative specifications, scope, or BOD and explain rationale for change. Specifically, given the intended and multiple uses of the area identified as Parking Lot No. 1, please note any recommendations to install the well field, improve vehicular traffic and parking, and optimize the solar field while maintaining the campus’ and neighborhood’s activities and aesthetics during and after construction. Please confirm the specific financial and savings impact, if any, are inputted in the appropriate place on Forms B and C.

C. FINAL DESIGN AND CONSTRUCTION SCHEDULE

Please note: If selected, the Proposer must provide a more detailed schedule based upon the accepted proposed schedule for all ECMs which will be inserted into Schedule B-2 of the ESA.

Please provide the proposed work plan for this project based upon an estimated award (start) date as stated on the front cover and Duration should be a maximum of 396 calendar days from the award date. Include major milestones and durations for all ECMs and use calendar days.

1. Provide a project schedule in the Appendix to demonstrate a practical plan to complete the work within the…