Request for Proposal IQEEUP Weatherization Services.pdf

Northern Wasco County People’s Utility District 2345 River Rd.

The Dalles, OR 97058

Income Qualified Energy Efficiency Upgrade Program (IQEEUP) for Weatherization

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REQUEST FOR PROPOSALS

Northern Wasco County People’s Utility District (NWCPUD)

Energy Management Department

Income Qualified Energy Efficiency Upgrade Program (IQEEUP) for Weatherization

SUMMARY

NWCPUD requires the contractual services of one or more qualified home performance contractors to enter into Master Service Agreements for terms of up‐to five (5) years for eligibility to perform weatherization services in the Northern Wasco County PUD service territory starting

November 4, 2022.

I. Overview

A. Issuing Agency ‐ This Request for Proposals (RFP) is issued by Northern Wasco County People’s Utility District’s Energy Management Department (Hereinafter referred to as “NWCPUD”). Our service territory includes The Dalles, Dufur, Tygh Valley, and Wamic, Oregon.

B. Purpose ‐ The purpose of this RFP is to select full‐service weatherization contractors that will provide weatherization and repair services for homes to meet the goals of the NWCPUD Income Qualified Energy Efficiency Upgrade Program (hereinafter referred to as “IQEEUP”). IQEEUP goals are:

• To reduce energy consumption due to structural heat loss by installing weatherization measures and related repairs which improve the thermal efficiency of the dwelling unit; and

• To provide educational services to the household’s members which allow them the opportunity to better understand and control their energy use.

The contractor(s) selected will assist the NWCPUD IQEEUP in providing weatherization services to site‐built single‐family dwellings, site‐built multi‐family dwellings, and manufactured or mobile homes built after July 1, 1976. The services are primarily funded by the Bonneville Power Administration (BPA) Energy Efficiency

Incentive Credits and NWCPUD’s Energy Management Department budget funds.

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II. Scope of Work to be Performed

A. Scope of Work ‐ Current IQEEUP measures provided to our customers include:

1. New or Additional Insulation (Attic, Floor, and/or Exterior Walls)

2. Window, Patio, and/or Sliding Glass Door Replacement

3. Exterior Swinging Door Replacement

4. Repairs to existing structure or work area to ensure lifetime of installed measure (i.e. replacing rotten window frames, sealing minor water leaks in roof above attic insulation, rebuilding or replacing landing and stairs to emergency exit of MH, etc.)

5. Pressure Tested Comfort Systems (PTCS) Duct Sealing

In addition to the items listed above, contractors are required to notify a member of District’s Energy Management team if arrangements need to be made for specialists, such as plumbers or electricians, to repair existing systems, prepare for installation of measure, or to complete measure for final inspection.

Customer service is a priority of this program. Contractors must always maintain positive customer relationships and must ensure that the Contractor’s employees and subcontractors treat each customer with dignity and respect.

When applicable, Contractors shall educate customers in the proper use and care of the equipment or measure installed and offer manufacturer recommended maintenance suggestions to ensure long‐term functioning of the customer’s new equipment or installed measure.

B. Work Requirements:

Except in instances where State or local codes take precedence, all weatherization work is governed under the following publications and documents:

1. Oregon Residential Specialty Code (ORSC) – available online at:

https://codes.iccsafe.org/content/ORRSC2021P1/copyright

2. 2022 Residential Weatherization Best Practices Field Guide – BPA available online at: https://www.bpa.gov/‐/media/Aep/energy‐ efficiency/document‐library/bpa‐weatherization‐specifications‐best‐ practices‐guide.pdf

3. 2022‐2023 Implementation Manual – BPA – available at:

www.bpa.gov/‐/media/Aep/energy‐efficiency/document‐ library/2022‐RATE‐PERIOD‐IM.pdf

All work (labor and materials) shall be warranted for a period of one (1) year from Project Completion. Contractors shall also provide customers with any manufacturer’s warrantees and/or operation & maintenance manuals for all installed

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Contractors shall maintain Material Safety Data Sheets (MSDS) for all products used in the performance of the work in their office(s) and on all job sites. When requested, a copy of all the MSDS forms shall be provided to the NWCPUD in the form of a notebook, booklet, or electronic file at the time a contract is awarded. Contractors shall update their MSDS information whenever the contractor adds a new product or there is a change in a current product.

To protect the health and safety of weatherization clients, their neighbors, and weatherization practitioners, Contractors shall utilize Lead Safe Weatherization on homes built prior to 1978, unless it has been determined by a certified risk assessor that there is no lead present. All staff that work on homes for the NWCPUD must be certified in Lead Safe Weatherization (LSW). More information can be found at:

https://www.oregon.gov/CCB/education/Pages/CE/Lead‐paint‐classes.aspx

Contractor Staff new to the NWCPUD program must be LSW certified within 6 months and prior to commencing work.

C. Award of Project Work

Award of work is subject to identified need from eligible participants. Contract is not a guarantee of receiving any specified amount of work. No single project payment is expected to exceed $25,000.00. Continued awards of projects depend upon successfully maintaining positive customer relations and timely completion of work as specified.

Contractors will be notified of projects by NWCPUD Energy Management Team (energy‐management@nwascopud.org). Contractor‐provided estimates for each project should be received within 14 days of project notification and only after contractor site visit. NWCPUD will work with Contractor to bundle projects if travel is required.

Regardless of project size or quantity of measures being performed, Contractor shall be ready for final inspection within 60 days (or as approved by NWCPUD) from the date of estimate approval from NWCPUD Energy Management Team. This should allow Contractor flexibility for market and supply delays or interruptions.

Payment will be made to Contractor within 30 days of acknowledged receipt of all required paperwork, including inspection documentation, and detailed invoices by NWCPUD Energy Management Team.

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III. Proposal Procedures

Period of Performance ‐ The period of performance for services solicited under this RFP is for the period beginning no earlier than November 4, 2022.

A. Deadline for Submittal ‐ To be considered, proposals must be received no later than

12:00 noon on October 28, 2022, at the email or street address shown below:

purchasing@nwascopud.org

**OR**

Northern Wasco County People’s Utility District

Attention: Purchasing Department

2345 River Rd.

The Dalles, OR 97058

It is the sole responsibility of the submitting Contractor to take notice of the date and time that proposals are due, and to ensure their submittals are received prior to the due date and time. Late proposals are ineligible and will not be considered.

B. Modification of Proposal – No modification(s), including partial modifications, will be considered after the posted closing date.

C. Addendum to RFP ‐ At any point in time it becomes necessary to revise any part of the RFP, an addendum will be provided to the original RFP posting site(s).

D. Questions concerning this RFP may be submitted and must be received at:

purchasing@nwascopud.org by 12:00 pm (noon) on October 14, 2022. Questions submitted after this date will be accepted at the discretion of NWCPUD. An RFP

Addendum with the questions and responses will be posted by 12:00 pm (noon) on

October 21, 2022 to: https://oregonbuys.gov/bso/ and https://www.nwascopud.org/operations‐safety/bids/

E. Proposals and other documents submitted in response to this RFP become the property of NWCPUD and as such, public records. Proposals will not be returned.

F. Proposal Costs ‐ All costs incurred in response to this RFP are solely the responsibility of the proposer.

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IV. Proposal Requirements

A. Proposal Bid Form ‐ The proposal bid form must be completed and signed by the person authorized to enter into contractual agreements on behalf of the proposer.

Submission documents must include:

1. Oregon Construction Contractors Board License Number

2. RFP Bid Form (Exhibit A)

3. List of Experience and References (Exhibit B)

4. Sample Certificate of Insurance with:

a. Worker’s Compensation & Employer’s Insurance

b. Commercial General Liability

c. Automobile Liability

B. Evaluation Criteria ‐ Contractors will be evaluated based on the content of the proposal package and best value. Proposals are expected to verify that all Contractor Requirements listed below are met.

Contractors that can perform multiple weatherization measures will be preferred.

Proposals that are incomplete or contain significant inconsistencies or inaccuracies may be rejected by NWCPUD without further discussion. NWCPUD reserves the right to accept or reject any part of any proposals, and to accept or reject any or all proposals without penalty.

Submission of a proposal shall constitute acknowledgment and acceptance of all terms and conditions contained in this RFP and all exhibits and attachments hereto.

V. Contractor Requirements

Proposals must address and meet each of the minimum Contractor requirements outlined in this RFP:

1. All Contractors’ federal project eligibility will be verified through the debarment and suspension list. The Contractor shall not be under suspension or debarment by the State of Oregon, or any other state or federal government. A list of ineligible Contractors can be accessed through https://www.oregon.gov/boli/employers/Pages/pwr‐ineligible‐contractors.aspx.

Please be sure you are in good standing with the State of Oregon, or any other state, and federal government before submitting a bid proposal.

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2. Contractors must demonstrate ability and specific approaches that best meet District needs including, but not limited to:

Compensation for services (cost)

Thorough understanding of home weatherization building science

Recent experience with successful weatherization work

Personnel assigned to this project have experience working with property management and tenants, including seniors and disabled citizens.

3. If a Contractor has not worked with the District in the past, Company must submit references and experiences for similar construction services provided in

Oregon or any other state. The provided references and experience must pertain specifically to the Contractor who will execute the contract.

4. If price, fitness, availability, and quality are otherwise equal, then a preference will be given to Oregon bidders per ORS 279A.120.

5. Per ORS 279A.105(3) NWCPUD may award contract to a disadvantaged business enterprise, minority‐owned business, woman‐owned business, that service‐ disabled veteran owns, or emerging small business as defined in ORS 200.055.

6. RFP Schedule:

Task Date

RFP Posted 9/26/2022

Questions/RFI’s Due 10/14/2022

Questions/RFI’s Response Posted 10/21/2022

Proposals Due 10/28/2022

Notice of Award 11/4/2022

VI. Project Requirements & Information

1. All companies submitting project pricing must furnish labor, materials, tools, and equipment necessary to perform the task and do all else, implied as necessary for the prompt and satisfactory completion of this contract. All materials used in projects must be new and receipts must be retained by

Contractor. Pricing to be submitted for each project using the form per Exhibit B.

2. Projects shall be billed on a T&M basis with applicable Mark‐Up and Fee per Exhibit A. Contractor shall provide all receipts for materials, rental, equipment, and subcontractor proposals as back‐up for billing. NWCPUD reserves the right to verify receipts with Contractor’s suppliers.

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3. Contractor shall employ acceptable industry accounting standards and practices, which shall include issuance of a copy of the itemized invoice to the NWCPUD that contains the customer's name, installation address, date service was provided, and warranty information.

4. Contractor shall furnish NWCPUD and customer with any certification required by Bonneville Power Administration (BPA) verifying energy efficiency of product(s) used (NFRC stickers and/or insulation packaging chart).

5. Contractor shall give the customer the manufacturer’s component and material warranties.

6. Contractor shall provide the customer with complete documentation and operating instructions for products and materials installed.

7. Contractor shall provide the customer with complete documentation to obtain any State of Oregon tax credit(s), if applicable.

8. Contractor shall assume all responsibility and liability for disposal of replaced or unused parts and equipment.

9. Contractor shall give NWCPUD notification of three (3) NWCPUD working days prior to scheduling any required in‐progress inspections or final inspections.

10. Contractor shall maintain acceptable pass/failure inspection ratio.

VII. Registrations, Certifications, Insurance

Contractor shall maintain all applicable licenses, registrations, and certifications required to do the work, which include the following:

1. Contractor shall continuously maintain a current Certificate of Registration and good standing with the Oregon State Construction Contractors Board including Lead Based Paint Renovation licensure.

2. Contractor shall continuously maintain business name registration with the Oregon Secretary of State Corporation Division.

3. Evidence of all required registrations shall be submitted to NWCPUD prior to eligibility determination, commencement of services, and/or whenever registrations are updated or renewed. All registrations and certificates shall be current. In addition, Contractor shall provide less than thirty (30) days’ notice to NWCPUD of the expiration or cancellation of such registrations.

4. Contractors working under the terms of this Contract are either employers required to comply with ORS 656.017, which requires Oregon workers' compensation coverage that satisfies Oregon law for all their workers, or employers that are exempt under ORS 656.126. [2003 c.794 §76c].

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5. Contractor will provide NWCPUD with a certificate of insurance as evidence of this coverage prior to commencing work. This documentation will show NWCPUD as a certificate holder and additional insured against any claim of a Contractor’s employee demanding coverage from NWCPUD.

VIII. Site Inspections and Resolution

Upon final inspection by NWCPUD Energy Management Team, Contractor agrees to make any changes or modifications required by NWCPUD for a passing inspection. Site inspections include but are not limited to pre‐inspection, in‐progress inspection, and final inspection. If, upon a site inspection, NWCPUD discovers any installation errors, NWCPUD may then elect to perform a site inspection on any or all of Contractor's prior installations to verify their proper installation(s). Contractor agrees to correct such errors to the satisfaction of NWCPUD Energy Management Team.

IX. Payment

NWCPUD will issue payment to Contractor within 30 days of acknowledged receipt of all required paperwork, including the approved estimate, inspection documentation, and detailed final invoice by NWCPUD Energy Management Team as described the Master Service Agreement Document.