RFP_8252_OQ_Efficiency_Delivered_Program_FINAL.pdf

Effective 10/2023

RFP 8252 OQ

For

Efficiency Delivered Program

Issue Date: February 7, 2025

Questions/Comments Due Date: February 18, 2025

Addendum Due Date:

Proposal Due Date:

February 25, 2025

March 11, 2025 by 2:00 PM EST

Direct all inquiries to Buyer of Record:

Cindy Luttfring, CPPB, NIGP-CPP

407-325-6311 cluttfring@ouc.com

Orlando Utilities Commission RFP 8252 OQ – Efficiency Delivered Program

SCM-RFP-T-01 – Request for Proposal Template v4.2 – 10/21/19

Orlando Utilities Commission Orlando, Florida

RFP 8252 OQ for Efficiency Delivered Program

Table of Contents 1 Introduction

1.1 Scope of Work Summary

1.2 Pre-Response Conference

1.3 Term of Contract

1.4 Minimum Bidder Qualifications

1.5 Price and Costs

1.6 Terms and Conditions

1.7 Contract Sample

1.8 Proposal Evaluation Criteria

2 Bidder Requirements and Qualifications

2.1 Detailed Scope, Requirements, & Drawings

2.2 Bidder Information & Required Bidder Qualifications

2.2.1 Bidder Information

2.2.2 Required Bidder Qualifications

3 Instructions to Bidders

3.1 Legal and Public Record Statement

3.2 Confidentiality Notice to Bidders

3.2.1 Exemptions

3.3 Acknowledgement

3.3.1 Statement of No Bid

3.4 General Information

3.4.1 Common Terms

3.4.2 Submittal

3.4.2.1 Alternate Proposals

3.4.3 Signatures

3.4.4 Withdrawal

3.5 Electronic Submittal of the Proposal

3.6 Compliance Forms

SCM-RFP-T-01 – Request for Proposal Template v4.2 – 10/21/19

3.6.1 Public Entity Crimes

3.6.2 Dispute Disclosure

3.7 Supplier Diversity

3.7.1 Minority/Women Business Enterprises (M/WBE)

3.8 Proposal Preparation Costs

3.9 Exceptions

3.10 Clarifications

3.11 Local Conditions

3.12 Opening

3.13 Solicitation Selection Schedule

3.14 Proposal Acceptance and Rejection

3.15 Proposal Evaluation Criteria

3.16 Cancelation

3.17 Freight (If Applicable)

3.18 Bid Bond (If Applicable)

3.19 Payment and Performance Bond (If Applicable)

3.20 Contract Execution

3.21 Award

3.22 Taxes, Permits, and Licenses

3.23 Error and Omissions

3.24 Proposal Submittal Format

3.24.1 OUC Policies and Procedures for Bidders

3.25 Signatures

4 Proposal Submittal Format & Checklist

5 Attachments

SCM-RFP-T-01 – Request for Proposal Template v4.2– 10/21/19

Re qu es t f or P ro po sa l (

RF

P)

Orlando Utilities Commission Orlando, Florida

RFP 8252 OQ for Efficiency Delivered Program

Direct all inquiries to the Buyer of Record: Cindy Luttfring, CPPB, NIGP-CPP

407-325-6311 cluttfring@ouc.com

1. Instructions are located in the Instruction to Bidders section of this document; or, may be provided during a Pre-Conference Meeting.

2. Electronic proposal submittals, described in the Electronic Submittal of the Proposal section of this document, will be accepted and are highly encouraged. Hard copy proposal submittals may be used when necessary and must adhere to the hardcopy proposal submission instructions. Do not submit both electronic and hard copies unless otherwise instructed. Email or other means will not be accepted.

3. VendorLink help can be accessed by calling 407-222-1885, or by emailing support@evendorlink.com.

http://www.ouc.com/docs/procurement/hard-copy-proposal-submission-instructions.pdf?sfvrsn=0 mailto:support@evendorlink.com

1 INTRODUCTION

The Orlando Utilities Commission (OUC) is an electric and water municipal utility serving Orlando, Florida and portions of surrounding Orange County. OUC also has an Inter-local agreement with the City of St.

Cloud, Florida for the management of its electric utility. Currently, OUC serves more than 380,000 customers. To obtain general information about OUC, access www.ouc.com.

1.1 SCOPE OF WORK SUMMARY

The purpose of this solicitation is to solicit proposals from qualified licenses contractor(s) to provide the products and services needed for its Efficiency Delivered Program. OUC offers homeowners within its service territory assistance in installing energy and water efficiency retrofits, such as HVAC duct/air return repairs, attic insulation, caulking and weather-stripping, door sweeps, thresholds, window film, A/C filter replacement, minor plumbing repairs, toilet replacements and irrigation repairs.

Refer to Section 2.1, Detailed Scope, Requirements, & Drawings for more information.

1.2 PRE-RESPONSE CONFERENCE

To comply with security requirements, email names of attendees and company affiliations to the Buyer of Record at least 48 hours in advance of the meeting. Please bring government issued photo identification the day of the Pre-Response Conference.

If applicable, refer to Attachment C: Invitation to Pre-Response Conference

1.3 TERM OF CONTRACT

Five (5) years with two (2) one (1) year renewal options.

1.4 MINIMUM BIDDER QUALIFICATIONS

Refer to Attachment C

1.5 PRICE AND COSTS

Prices documented in the submitted Proposal must remain firm throughout the contract period (including additional extensions, if applicable). Refer to Attachment B: Price Schedule.

1.6 TERMS AND CONDITIONS

1.7 https://www.ouc.com/docs/procurement/general_terms_cond_goods_services.pdf?sfvrsn =b1238550_8

1.8 CONTRACT SAMPLE

Click here to view an OUC contract sample.

1.9 PROPOSAL EVALUATION CRITERIA

Refer to the Instructions to Bidders section of this document.

http://www.ouc.com/ https://www.ouc.com/docs/procurement/general_terms_cond_goods_services.pdf?sfvrsn=b1238550_8 https://www.ouc.com/docs/procurement/general_terms_cond_goods_services.pdf?sfvrsn=b1238550_8 http://www.ouc.com/docs/procurement/proc_contract_agreement.pdf?sfvrsn=2

2 BIDDER REQUIREMENTS AND QUALIFICATIONS

2.1 DETAILED SCOPE, REQUIREMENTS, & DRAWINGS

Refer to Attachment A

2.2 BIDDER INFORMATION & REQUIRED BIDDER QUALIFICATIONS

2.2.1 Bidder Information

Refer to Attachment C

2.2.2 Required Bidder Qualifications

Refer to Attachment C

1. Provide a complete list of all the subcontractors that may be part of the project, with the following information:

a. Company name

b. MWBE Status

c. Contact information

d. Number of years in business

e. Proof of the necessary licenses for the job (if applicable)

f. List of project that they had participated with similar scope and size to this RFP

2. Should bidder be awarded the work in this RFP, please provide information on any Economic Development Opportunities that Bidder may bring, such as the creation of new jobs or purchasing or leasing of new building space, which could benefit the local Orlando Area or the State of Florida.

3 INSTRUCTIONS TO BIDDERS

3.1 LEGAL AND PUBLIC RECORD STATEMENT

As required by Florida’s Public Records Law, information provided to OUC in the course of business will be made available for public inspection and copying unless a specific statutory exemption applies.

3.2 CONFIDENTIALITY NOTICE TO BIDDERS

By submitting a proposal to OUC, each Bidder acknowledges and understands that OUC is a public agency subject to Chapter 119 Florida Statutes (“Public Records Law”). Any Proposal document the Bidder submits will become a public record when OUC provides notice of an intended decision or 30 days after opening the bids, proposals, or final replies, whichever is earlier. Trade Secrets, certain background financial information, and other items, may constitute exemptions to disclosure under the Public Records law.

3.2.1 Exemptions

If during the Proposal or Negotiation Phase a Bidder wishes to claim an exemption on any portion of its Proposal to OUC, the Bidder must identify the specific statutory exemption and do the following:

1. Submit a redacted version. Redact (black out) only those portions of the Proposal put forward for exemption.

2. Submit an un-redacted version of the same documents marked, “Confidential –Trade Secret/ Proprietary Information”. Both versions are to be submitted at the same time.

3.3 ACKNOWLEDGEMENT

1. From the issue date of this solicitation packet until a selection decision is made, no unauthorized contact related to this solicitation will be allowed between a Bidder, their employees or subcontractors and any OUC commissioner, officer, director, or staff, with the exception of the Buyer of Record. Any unauthorized contact will disqualify the Bidder from further consideration

2. The selected Bidder agrees to obtain, prior to award, Worker's Compensation, General Liability, Automotive, and other insurance requirements in accordance to the requirements in the terms and conditions specified in section 1.7.

3. All policies shall be subject to approval by OUC, and issued by companies authorized by the State of Florida’s Department of Insurance to conduct business in the State of Florida.

4. The selected Bidder agrees that it and its subcontractors have a Drug-Free Workplace Program that complies with Florida Statute §§ 287.087 and 440.101 et. seq., the Omnibus Employee Testing Act of 1991, 49 Code of Federal Regulation § 391 and 40 (operation of commercial motor vehicles).

a. In addition, all subcontractors must implement a controlled substance and alcohol testing policy for safety sensitive positions as defined by the Commission’s Alcohol and Controlled Substance Testing Policy for Safety Sensitive Positions.

SCM-RFP-T-01 – Request for Proposal Template v4.2– 10/21/19

5. The selected Bidder’s employees and its subcontractors’ employees are further prohibited from being under the influence or impairment of alcohol on OUC property or work sites or at any time or place while conducting business with or on behalf of OUC.

6. The selected Bidder shall submit only one proposal/bid in response to this solicitation packet, and shall have no financial interest in other entities submitting proposals/bid responses for the same solicitation packet.

7. Neither the selected Bidder, nor its affiliates, nor anyone associated with them shall have any potential conflict of interest due to any other clients, contracts, business relationships or property interests for this solicitation packet’s scope of work.

8. The selected Bidder shall disclose to OUC the name(s) of any OUC employee, contractor, or OUC Board Member who has a direct or indirect financial interest in the selected Bidder’s organization, or in the proposed transaction. A direct or indirect financial interest in the selected Bidder’s organization, or in the proposed transaction exists if the OUC employee, contractor, or Board Member:

a. Presently, or in the preceding twelve (12) months, has an ownership interest in the selected Bidder’s organization (other than as owner of less than 1% of the stock of a publicly traded corporation).

b. Works for, is a partner, officer, director, trustee, or consultant to the selected Bidder.

c. Has received grant, travel, honoraria, or other similar support from the selected Bidder

d. Has a right to receive royalties from the selected Bidder.

9. No member of the selected Bidder’s ownership, management, or staff shall have a vested interest in any aspect of OUC, nor any business or other relationship with any of OUC’s employees, officers, directors, or Board Members that creates a conflict of interest or the appearance of a conflict of interest.

10. No member of the selected Bidder’s ownership or management is presently applying for an employee position or actively seeking an appointment within OUC.

11. The selected Bidder, or authorized signatory, shall provide written notice to OUC in the event that a conflict of interest is identified at any time.

3.3.1 Statement of No Bid

The OUC Procurement Department is committed to continuously improving its processes to receive maximum participation from the industry/market. OUC is requesting that organizations, who do not wish to bid on this RFP, send the Buyer of Record an email briefly explaining their “no bid” decision. This response will help to improve the solicitation process and any future communications.

3.4 GENERAL INFORMATION

Bidders shall prepare Proposals in accordance with the requirements of these Instructions to Bidders. Not preparing a Proposal, in accordance with such instructions, implies that the Bidder does not intend to comply with all of the proposed contract conditions. Such proposals will be considered irregular and may be rejected.

OUC will receive Proposals through the VendorLink system for goods, equipment, materials, and related services set forth in the included specifications and documents.

http://www.myvendorlink.com/

3.4.1 Common Terms

OUC and Bidders (the parties) agree that the following phrases each shall have the meaning provided here and may be used interchangeably:

1. “Bidder(s)”, “Supplier(s)”, and “Proposer(s)” shall mean the organization, party, person, firm, company, corporation, partnership, joint venture, or other type of entity responding to this solicitation.

2. “Solicitation” shall mean , “Request for Proposal(s)”, “RFP”, “Request for Quote”, “RFQ”, “Invitation to Bid”, “ITB”, “Solicitation Package” or, “Solicitation Packet”, to which the Bidder is responding.

3. “Bid(s)”, “Proposal(s)”, or “Quote(s)” shall mean the documents formally submitted to OUC by each of the Bidders responding to this solicitation packet.

3.4.2 Submittal

Bidders shall submit Proposals in accordance with the instructions and schedule included in the solicitation containing these specifications and documents. Refer to Section 4: Proposal Submittal Format & Checklist and submit Proposal with all applicable content.

3.4.2.1 Alternate Proposals

If the Bidder submits an alternate proposal, they shall identify clearly the proposal as an “Alternate Proposal”. OUC may consider alternate proposals a blanket exception to the solicitation and reject the Proposal.

3.4.3 Signatures

An authorized representative of each Bidder shall:

1. Sign or e-sign the Proposal, give their full name and title, and provide the Bidder’s business name and address.

2. Enter the organization’s exact legal name on the Proposal.

3. Sign or e-sign compliance forms, if applicable.

3.4.4 Withdrawal

Bidders may withdraw, alter, and resubmit their Proposals through VendorLink at any time prior to the Proposal due date and time. Proposals may not be withdrawn, altered, or resubmitted after the Proposal due date and time. OUC may request clarifications and additional information after proposal submission.

3.5 ELECTRONIC SUBMITTAL OF THE PROPOSAL

To ensure correct Proposal formatting, Bidders shall:

1. Submit Proposals electronically through VendorLink.

2. Upload files only in MS Word (.doc or .docx), Excel (.xls or .xlsx), and PowerPoint (.ppt or .pptx); Adobe Portable Document Format (.pdf); Compressed File (ZIP) formats.

3. Enable printing on files submitted.

4. Clearly identify the RFP Number, Name, Submission Date, and Bidder Name on the Response Cover Page on Bidder’s letterhead.

5. Separate and identify each part of the submission (i.e. document type, form type, content type) with a divider/separation page.

6. Contact VendorLink technical support at support@evendorlink.com, if technical difficulties arise during proposal submission.

7. Follow all instructions outlined in this RFP and provide all requested information.

OUC may ask the selected Bidder to supply one hard copy set with original, written signatures and original compliance forms, prior to the contract execution. Do not submit following both methods unless otherwise instructed.

3.6 COMPLIANCE FORMS

3.6.1 Public Entity Crimes

Each Bidder shall submit copies of an executed and notarized Sworn Statement under Section

287.133 (3)(a) and 287.135, Florida Statutes, on Public Entity Crimes and Scrutinized Companies.

3.6.2 Dispute Disclosure

Each Bidder shall submit copies of an executed Dispute Disclosure form.

3.7 SUPPLIER DIVERSITY

OUC has adopted a policy to encourage broad-based participation in all contracts with OUC. A copy of the policy can be found clicking on this link.

3.7.1 Minority/Women Business Enterprises (M/WBE)

OUC’s policy is to encourage the full and equitable participation of Minority and Women Business Enterprises (M/WBE) in the procurement of services by establishing an M/WBE goal.

The M/WBE goal on this project is 8%.

As part of the Proposal, please indicate the percentage of bid amount to be subcontracted with M/WBE subcontractors during the activities outlined in this RFP.

Describe the Bidder’s plan for utilizing small business, minority, and/or disadvantaged entrepreneurs, and local participation in pre-qualifying vendors and subcontractors, if such a plan exists.

3.8 PROPOSAL PREPARATION COSTS

OUC shall provide, without charge, one set of the specifications and documents to prospective Bidders for preparation of proposals. Addenda documents will be issued only to prospective Bidders registered in VendorLink.

This solicitation does not commit OUC to pay any costs incurred in the preparation and submission of the Proposal or to pay any other costs incurred prior to award.

3.9 EXCEPTIONS

OUC is seeking proposals that meet all technical and commercial requirements as outlined in this solicitation. If a Bidder takes exception to any solicitation requirement or condition, the exception must be specifically stated on the Exception Form provided within the solicitation document. OUC shall consider only those exceptions written on the form at the time the Proposal is submitted. The mailto:support@evendorlink.com http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_dispute_disclosure_form.pdf?sfvrsn=2 http://www.ouc.com/doing-business-with-ouc/procurement/supplier-diversity http://www.ouc.com/docs/procurement/proc_exceptions_form.pdf?sfvrsn=2

Bidder acknowledges that any exception taken to the solicitation criteria (including submitting an alternate proposal) may result in OUC determining the Proposal to be nonresponsive.

3.10 CLARIFICATIONS

If a prospective Bidder has doubt as to the true meaning of any part of the solicitation, they may submit a written request for clarification through email to the Buyer of Record; verbal requests will not be accepted. The Bidder must reference the Solicitation Package page number and section heading on any clarification requests

Failure of the Bidder to request information or make inquiries will not relieve them of any responsibility to perform under the terms of any contract awarded for the work in accordance with subsequent clarifications.

OUC shall issue an addendum to all Bidders, via VendorLink, once an inquiry is clarified and/or answered. Verbal responses will not be provided and are not binding on OUC.

3.11 LOCAL CONDITIONS

Each Bidder shall have thorough knowledge of conditions, factors, and scope of work, which would affect the execution and completion of the requested work. If required, site visits will be held the day of the Pre-Response Conference unless otherwise arranged.

Bidders shall investigate properly and consider all such factors in the preparation of every Proposal submitted. OUC shall not permit claims for financial adjustment based on the lack of prior information or its effect on the cost of the work.

3.12 OPENING

OUC shall open Proposals on the RFP Due Date at 2:30 p.m. EST. If required, at a public opening, OUC shall read only the Bidder name and if they have provided all the required information. OUC shall not share any other information at this time, with the exception of solicitations for construction or repairs on public works projects in which the price is submitted. Proposals not meeting the requirements may be rejected.

All questions concerning this solicitation must reference the document page number, and section heading. OUC shall answer questions and post them to VendorLink as an addenda to the solicitation.

3.13 SOLICITATION SELECTION SCHEDULE

OUC shall adhere to the stated schedule during the solicitation process, unless a change notice is issued to the Bidders via a written addendum. OUC reserves the right to postpone the date and time announced for the opening of proposals at any time.

OUC expects Proposals to address all of the information requested in the solicitation and subsequent clarifications, and to reflect the capabilities of the Bidder.

Bidders shall submit any supplemental information, and list any variations on the Exceptions form, in accordance with Section 4, Proposal Submittal Format & Checklist.

3.14 PROPOSAL ACCEPTANCE AND REJECTION

OUC reserves the right to accept the Proposal which, in its judgment, is the most responsive and responsible Proposal and to reject any and all proposals; as well as waive irregularities and formalities in any proposal that is submitted.

Without limiting the generality of the foregoing, OUC may reject any proposals which are incomplete or irregular; Proposals which omit any one or more items for which the solicitation requires, any Proposals which omit unit prices if unit prices are required, any Proposals from Bidders who have previously failed to satisfactorily complete contractual obligations.

1. The following shall cause an automatic rejection of the proposal:

a. Proposals delivered/submitted after the 2:00 p.m. due date

b. Failure to submit a Bid Bond (if required)

c. Failure to attend a mandatory Pre-Response Conference and/or any mandatory presentation (if required)

d. Failure to submit a signed Payment and Performance Bond Compliance Form when (a) a Payment and Performance Bond is required or (b) alternate payment and performance security permissible under Section 255.05, Florida Statutes is required

2. The following items may cause a rejection of the proposal:

a. Failure to submit copies of any of the signed & notarized (where required) forms:

i. Statement on Public Entity Crimes form

ii. Dispute Disclosure

3.15 PROPOSAL EVALUATION CRITERIA

OUC shall evaluate the Proposals based on the information provided by each of the Bidders. OUC’s review may include, but may not be limited to the following categories:

1. Qualifications and Experience, including past performance for OUC

2. Responsiveness to Requirements

3. Safety and Quality Programs

4. Financial Soundness of Organization

5. Price

OUC reserves the right to negotiate with Bidders who submitted responsive and responsible Proposals in the best interest of the OUC Commission. This negotiation process may occur prior to OUC Commission approval. Each Bidder acknowledges that OUC shall evaluate all Proposals and may initiate clarification discussions or seek additional information from all or some of the Bidders to fully understand any unclear elements of their proposals. Following clarification, OUC may initiate negotiations with the Bidder considered to be the most responsive and responsible. If no agreement is reached with the highest ranked Bidder, OUC may reject all Proposals or continue negotiations with each subsequently ranked Bidder until an acceptable deal is reached. A final contract award may be contingent upon OUC Commission and legal approval.

OUC reserves the right to consider historic information and facts, whether gained from the Bidder’s Proposal, question and answer conferences, references, and/or other sources during the evaluation process. OUC may conduct such investigations to assist with the evaluation of any Proposal. The investigation also serves to establish the Bidders’, subcontractors’, and other related entities’ responsibility, qualifications, and financial ability to fulfill the Proposal requirements to the Commission’s satisfaction, within the prescribed time.

http://www.ouc.com/docs/procurement/proc_paymt_perform_bond_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_dispute_disclosure_form.pdf?sfvrsn=2

The Bidder solely is responsible to submit information related to the evaluation categories. OUC is under no obligation to solicit such information. Failure of the Bidder to submit information may cause an adverse impact on the Proposal’s evaluation.

3.16 CANCELATION

Prior to the final execution of a Contract or full Notice to Proceed, OUC reserves the right to rescind said award without prior notice to Bidders. In addition, OUC may reject all Proposals, reissue the solicitation packet, or re-award the contract.

3.17 FREIGHT (IF APPLICABLE)

The selected Bidder shall coordinate with OUC’s freight contractor for shipping unless OUC determines that the selected Bidder can obtain freight/shipping rates or methods that are more advantageous to OUC. The selected Bidder shall submit an alternate shipping proposal based on delivery to OUC’s Free On Board (FOB) carrier at the designated OUC facility or location. The alternate proposal must include the:

1. Carrier name

2. Insurance coverage

3. Firm price freight quote

The Bidder must include any alternate proposal in the bid response to this solicitation. OUC may accept or reject the proposed alternate shipping arrangement.

OUC’s freight/shipping supplier and contact information is:

Nexterus

1-888-867-5952 (Monday – Friday, 8:00 a.m. – 7:00 p.m. EST) dcs@nexterus.com

3.18 BID BOND (IF APPLICABLE)

Bidder may be required to submit a certified check or cashier’s check drawn on an acceptable bank, or an acceptable Bidder’s bond executed by the Bidder and a surety company authorized to do business in the State of Florida. The value of the bid bond shall be five percent (5%) of the proposal price schedule. When submitting a Proposal through VendorLink, the Bidder shall provide a copy of the check and express mail the original check to the delivery location provided on the first page of the Solicitation Packet Form.

The bid bond guarantee shall be made payable without condition to OUC. The amount of the check or bond may be retained by and forfeited to OUC as liquidated damages if the Proposal results in a contract award and the Bidder fails to honor the accepted terms.

OUC shall return the selected Bidder’s bid bond when that Bidder executes the contract and files a satisfactory payment and/or performance bond, if required. OUC may retain the bid bond of the second highest ranked Bidder for a period not to exceed thirty (30) days, pending the execution of the contract by the selected Bidder. OUC shall return the bid bond of each unsuccessful Bidder upon request, after the contract is awarded or when the Proposal is rejected.

3.19 PAYMENT AND PERFORMANCE BOND (IF APPLICABLE)

The selected Bidder may be required to furnish a Payment and Performance Bond to OUC per Florida Statutes; Section 255.05 equal to 100 percent of the contract price. The cost of such bonds shall be stated as a separate line item in the Proposal.

A surety company, authorized to do business in the State of Florida and acceptable to OUC, shall sign the bond. The Performance Bond and Payment Bond shall be dated with the actual execution date. With these bonds, the responsible party shall file certified copies of the power of attorney of such attorney-in-fact signing the bond on behalf of the surety, and such certificates shall be certified to show that such power of attorney was in effect to and including the date of the actual execution of the bonds. Any bonds submitted by a surety or its agent shall be conclusively presumed to have been authorized by and binding upon the surety company irrespective of the date shown on the power of attorney.

If bonds are required, they shall remain in full force and effect until satisfactory completion of any specified performance guarantee tests, or satisfactory completion of all other contractual requirements, whichever shall occur last. Upon recording of the performance and payment bond (if applicable) Bidder shall provide OUC three (3) copies.

OUC shall furnish a copy of the selected Bidder’s bond to any lienor demanding that bond under the provisions of Florida Statute 713.23.

3.20 CONTRACT EXECUTION

The selected Bidder shall execute the necessary contractual forms, and return the executed forms within ten (10) business days of receipt of forms for execution.

3.21 AWARD

OUC reserves the right to award a single or multiple contracts for all proposal items, or to award separate contracts for single proposal items or any combination of such items; or to make no contract award.

OUC shall be the sole judge of its own best interests, the proposals, and the resulting contract. An award may be made to the most responsive and responsible organization whose proposal is determined to be the most advantageous to OUC. The Commission’s decision shall be final and OUC’s rights include the ability to:

1. Reject any or all proposals or parts thereof

2. Issue subsequent solicitations

3. Cancel the entire solicitation

4. Remedy technical errors on the solicitation

5. Negotiate with any, all or none of the Bidders

6. Award a contract to one or more Bidders or none at all

7. Accept other than the lowest price

8. Waive informalities and irregularities in proposals http://www.ouc.com/docs/procurement/proc_paymt_perform_bond_form.pdf?sfvrsn=2

3.22 TAXES, PERMITS, AND LICENSES

The Bidder's attention is directed to the General Terms and Conditions and the Florida Statutes regarding taxes, permits, and licenses. It shall be the Bidder's responsibility to determine the applicable taxes, permits, and licenses. If the Bidder has doubt as to whether or not a tax, permit, or license is applicable, they shall state in their proposal whether this item has been included in their proposal price and the amount of the applicable tax, permit, or license in question.

3.23 ERROR AND OMISSIONS

Bidders or their authorized representatives are expected to be fully informed as to the conditions, requirements and specifications before submitting proposals; failure to do so will be at the Bidder’s own risk. Neither law nor regulations make allowance for errors either of omission or commission on the part of Bidders. In case of error of extension of prices in the proposal, the unit price shall govern.

3.24 PROPOSAL SUBMITTAL FORMAT

Bidders shall complete all required forms, and include them in the proposal submittal package with any other required information. Refer to Section 4, Proposal Submittal Format & Checklist for more information.

3.24.1 OUC Policies and Procedures for Bidders

The Bidder shall read and comply with OUC’s policies and procedures before submitting this Proposal:

1. Contractor Security Policy

2. Bid Protest Guidance

3. Generic Contractor Orientation

4. Drug and Alcohol Free Workplace and Testing Policy

5. OUC Travel and Expense Guidelines

6. All policies – OUC Procurement Services Department website

These policies and any supplemental policies provided at contractor orientation are hereby fully incorporated into this contract by reference and to the extent applicable to the supplier in the performance of their work. Supplier and its subcontractors, suppliers, agents, and employees shall fully comply with all such policies as amended from time to time.

3.25 SIGNATURES

By submitting this proposal with the authorized electronic signature, the Bidder hereby declares that, in all respects for and in good faith, without collusion or fraud:

1. Only the individuals or organizations interested in this proposal/bid response as principal or principals are named in this Proposal.

2. No other individuals or organizations than mentioned in this Proposal have any interest in this Proposal/Bid Response or in the subsequent contract.

3. This Proposal/Bid Response is made without connection with any other person, company, or parties likewise submitting a Proposal/Bid Response.

http://www.ouc.com/docs/procurement/procure_contractor_sec_pol.pdf?sfvrsn=2 http://shareouc/procuretopay/Shared%20Documents/Linked%20Procedures%20and%20Artifacts/SCM-BID-G-01%20Bid%20Protest.pdf http://www.ouc.com/docs/procurement/procure_contractor_orientation_stanton.pdf?sfvrsn=4 http://www.ouc.com/docs/procurement/proc_alc_cont_subs_abuse_policy.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_travel_expense_guidelines.pdf?sfvrsn=2 http://www.ouc.com/doing-business-with-ouc/procurement

Bidders shall prepare Proposals in accordance with the Instructions to Bidder’s document. Failure to submit the necessary forms may cause a rejection of the proposal. The Bidder hereby agrees to provide the services and/or items specified in the solicitation packet at the prices quoted pursuant to the requirements of this document.

4 PROPOSAL SUBMITTAL FORMAT & CHECKLIST

A checkmark (✓) on the items below indicates these are applicable items and the terms and conditions stated in earlier sections are applicable. Bidders shall complete all the forms checked (✓) below, and include them in the proposal submittal package in order with any other information.

Provide a written signature on all original forms and, when required, a notary stamp. Scan & upload these forms with the Proposal.

Technical Response File (checked if applicable)

Tab 1 – Cover Page

Proposal Cover Page on Bidders Letterhead

Bidder Information Attachment C

Tab 2 – Bidder Background and Qualifications

References and Qualifications Attachment C

Tab 3 – Response to Requirements

Response to all Requirements as listed in Section 2 and any applicable Attachments

Tab 4 – Compliance Forms

Submit at time of proposal

Exceptions

Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes, Section 287.133 (3) (a) and 287.135

Dispute Disclosure

Addenda (If Applicable)

Provided at time of award

Copy of Company’s Business License

Copy of Insurance Certificate

W-9 Form http://www.ouc.com/docs/procurement/proc_exceptions_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_dispute_disclosure_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_addenda_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_w9_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_paymt_perform_bond_form.pdf?sfvrsn=2

SCM-RFP-T-01 – Request for Proposal Template v4.2 - 10/21/19

5 ATTACHMENTS

Attachment A:

Attachment B:

Attachment C:

Detailed Scope of Work & Requirements

Price Schedule

Bidder's Information/Qualificationsations

DETAILED SCOPE OF WORK & REQUIREMENTS

The services being requested are to furnish all equipment, materials and labor, and to perform all operations needed to complete all work as defined below for the “Efficiency Delivered” program.

The program will be offered to OUC residential electric and water customers living in single-family homes, townhomes, and condos and regardless of ownership status (owned or rented with approval from the landlord). An OUC energy and/or water audit is required to participate in the program and will be performed by an OUC Conservation Specialist. Initial recommendations for efficiency improvements will be made by OUC’s Conservation Specialists. Efficiency measures recommended by the contractor, or desired by the customer, which are beyond the initial recommendations of the OUC Conservation Specialists will require written approval from OUC. OUC will provide the contractor’s representative an application containing the customer’s name, address, phone number, OUC account number, approximate amount of existing insulation (in inches) and other identifiable efficiency measures to be addressed by contractor.

The contractor will provide, at no cost to OUC or the customer, an in-person, “not to exceed” price quote before any work will begin. All quotes and pricing will be in accordance with the contractors agreed upon pricing schedule with OUC in this agreement. The customer must sign the Efficiency Delivered program form for the work to begin. The contractor will then advise them how much will be financed, and the monthly payment that will appear on the customer’s OUC account not to exceed the maximum amount available through the program. The maximum amount to be financed after OUC’s contribution may not exceed 24 (twenty-four) monthly installments, with a minimum monthly charge of $10 (ten dollars). The monthly payment is simply the balance divided by the term, or $10 (ten dollars), whichever is more.

T An OUC home energy and/or water audit and customer household income verification is required to participate in the program. The program will consist of three (3) tiers of customer’s participation, as follows:

• Tier 1: Will apply to customers whose total household income is less than $40,000 (forty thousand dollars) per year. Under this tier OUC will pay 85% of the total project cost with the remaining 15% of the cost to be paid by the customer. The customer’s portion may either be billed on the OUC customer ‘s account for up to [24 (twenty-four) equal payments or a lump sum].

• Tier 2: Will apply to those customers with a total household income of $40,001 (forty thousand and one dollars) to $60,000 (sixty thousand dollars) annually. Under this tier OUC will pay 50% of the total project cost with the remaining 50% of the cost to be paid by the customer. For qualifying customers, their portion may either be billed on the customer’s account for up to 24 equal payments or as a lump sum.

• Tier 3: Will apply to those customers with a total household income of $60,001 (sixty thousand and one dollars) or greater. Under this tier OUC will pay all applicable rebates to be deducted at the point of sale. For qualifying customers, the remaining balance may either be billed on the customer’s account for up to 24 equal payments or as a lump sum.

The weatherization measures to be included under this program are:

• A/C tune-up

• Attic pull down stair ladder cover

• Blower door testing

• Choice of thermostat replacement

• Evaporator coil cleaning

• Hot water pipe & A/C refrigerant line insulation

• Interior and exterior caulking

• Weather-stripping doors and windows

• Window film

• Door sweeps

• Repair of air conditioning (A/C)/heating supply and return air duct leaks

• New A/C filters

• Attic insulation up to R-38 value

Additional measures that may be added within the term of the contract are listed below. Please quote each measure separately.

Water

- Leak Detection/Inspection & Pressure Testing

- Smart water monitoring device installation

- Direct install of the energy/water conservation kit items provided to customer by OUC during Efficiency Delivered Work (if applicable)

- Replacement of bathroom and kitchen aerators and shower heads with WaterSense labeled replacements

Energy

- Make available blown-in cellulose as additional insulation option

- LED lighting replacements for halogen, CFLs, or incandescent

- Replacement of bathroom and kitchen aerators and shower heads with WaterSense labeled replacements

- Duct testing and bedroom pressure testing to go with current Blower Door testing option

- Bathroom exhaust fan installation

In addition, the selected contractor will provide:

o Plumbing services to include the repair of minor water leaks and replacement of toilet flappers, showerheads and sink aerators

Supply and install WaterSense high-efficiency toilets and standalone irrigation controller and make minor irrigation repair as needed.

SPECIFICATIONS AND REQUIREMENTS

Contract and/or Contractor Specifications and Requirements

A. Ability to service OUC’s territory (customers), which includes the cities of Orlando, St. Cloud and unincorporated portions of Orange and Osceola counties.

B. Contractor must adhere to all applicable OSHA requirements and OUC safe work practices.

C. The Contractor shall comply with all local, state, federal and environmental regulations or otherwise.

D. Contractor shall be licensed as required by the city, county, state of Florida and/or federal government to perform this type of work. A COPY OF YOUR COMPANY’S LICENSE TO

CONDUCT BUSINESS IN THE STATE OF FLORIDA SHALL BE INCLUDED WITH YOUR

PROPOSAL.

E. The Contractor and/or subcontractor shall have adequate communications necessary to perform all aspects of the program including:

Office Phone

Cell Phone

Voicemail or answering machine/service

After hours contact numbers, including for emergencies

E-mail

Facsimile

F. Ability to perform each job assigned by OUC within thirty (30) days.

G. Provide own tools, vehicles and equipment to perform work.

H. The Contractor shall be responsible for the accurate completion of work.

I. The Contractor agrees to perform services hereunder as an independent contractor.

J. Contractor expressly warrants for one (1) year all work completed under this contract to be of good workmanship and to conform to manufacturer's installation specifications and instructions where applicable.

K. Contractor shall employ a sufficient number of properly trained personnel to perform all work under this contract. If subcontractors are to be used, the Contractor must receive prior written approval from the OUC Designated Representative (DR).

L. The Contractor shall be responsible for scheduling and procuring all necessary material, equipment and incidentals to perform and complete assigned projects.

M. The Contractor’s and/or their subcontractor’s personnel, who perform the work in connection with this contract, shall meet the requirements of OUC’s Alcohol and Substance Abuse Policy.

N. The Contractor’s and/or their subcontractor’s personnel, who will work in connection with this contract, will be required to have a state-wide criminal and employee background check completed by OUC’s service provider at the contractor’s expense prior to the commencement of any work requested by OUC.

O. The Contractor shall indemnify OUC for any damage to facilities, equipment or property, due to the incompetence or negligence of the contractor’s personnel, including subcontractors.

The Contractor shall reimburse the owner of the damaged facility, equipment or property for any cost to repair damage, beyond reasonable wear, caused by the Contractor. The Contractor shall further hold harmless and indemnify OUC from and against losses, claims, judgments, liabilities, or expenses for damage to property, theft, or for death or physical injury to any person or persons caused by or arising from, the negligent and/or intentional acts or omissions of Contractor, its officers, agents, or subcontractors during the course of services performed hereunder by Contractor.

P. The Contractor shall assign a “Point of Contact” from their office to coordinate all concerns between the Owner and the Contractor. The “Point of Contact” must be readily available in the event of an emergency.

Q. The Owner or its authorized representative reserves the right to obtain all documentation deemed appropriate to verify the Contractor is meeting all requirements and specifications.

R. If subcontractors are to be utilized in this project, their names and references must be included in the initial response. Responsibility for the performance of the contract remains with the Contractor exclusively.

S. The Contractor’s and/or its subcontractor’s personnel shall always wear an identification badge

T. The contractor will contact the customer via telephone when in route to the residence to confirm the contractor is on the way and that the customer is available.

U. All materials supplied by the Contractor to perform services under this contract, must meet OUC specifications. Substitution of materials will need advance, written OUC approval.

OUC reserves the right to reject any substitutions submitted.

V. OUC may require follow-up site visits for customer feedback on the service provided, the overall experience and to determine any other business needs.

W. OUC anticipates reaching two hundred (200) homes with this program annually. There is no guarantee by OUC to the contractor of a total number of participants or minimum number of customers on a weekly or monthly basis.

X. Provide a minimum of three (3) professional business references for services provided within the last three (3) years, preferably in a utility/utility customer environment. Reference must include contact name, title, company name, phone number and email address as well as the project name/length of time the services were provided (start/end dates).

Y. A copy of any required license/certification to perform the services/work described in this RFP must be provided with the bid response and throughout the contract period, including all extensions, for each employee who will be providing those services/work prior to the commencement of work.

Z. Provide a listing of all office locations in the greater Orlando, Florida area, to include the complete address and the number of employees at each office location.

Type of Work Specifications and Requirements

The following are specifications and requirements for each type of work, which may be performed throughout the duration of this contract. The following list is inclusive of the tasks which may be performed in accordance with this contract.

1. HVAC Duct / Air Return Repair.

• May include leaks in the return air duct/plenum.

• Upgrade return air grille to one with a filter.

• Ensure there are no air leaks in the supply duct system.

• Repairs must be made per code with Mastic products only and/or UL (Underwriters Laboratory) approved duct tape.

• Hourly rate will include basic repair materials mastic, tape, staples, etc.

2. Insulation

• Contractor shall use a blown-in fiberglass product above ceilings and batt product against knee walls. Insulation is provided in the ATTIC only. This contract does not include flat roof, wall, or under floor insulation.

• If the Customer wants to add more than R-38 the Customer will be responsible to pay the Contractor the difference.

• Contractor is responsible for communicating with the homeowner the steps necessary for adding attic insulation to their home. When attic area is used for storage, Contractor will need to discuss the removal and/or covering of those items that could interfere with the installation of new insulation. When feasible, all walkways and storage platforms must be removed prior to insulating. However, if walkway cannot be removed, and is covered with insulation, a small, but visible pathway must remain for the customer’s safety.

• Attic insulation tags are required on every job requiring insulation. Tags shall be stapled and visible at the attic access frame. In most cases, tags are supplied by the insulation manufacturers.

• Attic insulation shall be installed according to manufacturers’ recommendations and industry standards.

• All attic hatch(es) should be insulated and weather-stripped when located in conditioned space(s).

• Attic hatch(es) in conditioned spaces that are cracked or broken must be replaced.

• Existing wet or water damaged insulation must be removed from the attic and the source of the moisture problem corrected by the customer prior to adding new insulation.

• Contractor shall leave a minimum three-inch (3”) clearance around all flue pipes, fireplace chimneys, unsealed recessed light fixtures or other heat producing objects.

• Pricing structure for insulation should be based on a per/square foot price for the differential R-value up to R-38 maximum.

3. Caulking

• Caulking should be used to seal air leaks. Areas include but are not limited to:

windows, doors, pipe/wire/other penetration through ceilings walls and floors, etc.

• Contractor will use a caulking product suitable for application with a life expectancy of ten (10) years or greater.

• Air leaks/cracks shall be fully sealed.

4. Weather-stripping

• Doors can be weather-stripped using either V-Strip or metal and vinyl weather-strip applied to the doorstop. New door sweep with built in weather-strip may also be utilized. Foam tape is not acceptable.

• Windows can be weather-stripped using vinyl V-Strip or spring metal weather-stripping. Foam tape is not acceptable.

• Weather-stripping includes the “threshold strip” (also known as the “saddle” or door stop type thresholds) and/or door sweep.

• Weather-stripping is intended to seal all air leaks associated with what is being weather-stripped.

5. Pipe Insulation

• Pipe insulation must be black foam pipe insulation

• To be installed on exposed hot water pipe and air condition refrigerant line.

6. Minor Plumbing Repair

• Minor plumbing leaks (excludes in wall or under slabs)

• Replacement of toilet flapper valves, showerheads and sink aerators.

7. Toilet Replacement

The Contractor will provide a turnkey price to supply and install WaterSense labeled

1.28 gallons per flush toilets in varied styles. Installation price will include removal and disposal of existing toilet, all materials, labor, consumable tools, overhead and profit.

Toilet Styles Include:

• 1.28 gpf round front (White or Tan)

• 1.28 gpf Elongated (White or Tan)

• 1.28 gpf High Elongated (White or Tan)

As part of the bid submittal Contractor will provide specification sheets for all products proposed.

Contractor will provide an “installation only” price for a customer supplied toilet.

WaterSense labeled irrigation controller and control boxes The Contractor will provide a turnkey price to supply and install a WaterSense labeled standalone controller, as well as a builder grade replacement irrigation control box. As part of the bid submittal package the Contractor will provide specification sheets of all products proposed.

8. Minor Irrigation and Sprinkler Repair

The Contractor will be required to provide a turnkey price to supply and install the following:

• Pop Up sprayer replacement

• Rotor sprinkler replacement

• Irrigation Solenoid replacement

As part of the bid submittal package Contractor will provide specification sheets of all products proposed. Valve replacement, troubleshooting and replacement of broken waterline is outside of the scope of this program.

9. Window Film

The Contractor will provide an OUC approved material with a Shading Coefficient of at least 0.5 or less.

As part of the bid submittal package Contractor will provide specification sheets for each product proposed.

10. A/C Filter Replacement

The Contractor will provide a turnkey price to supply and install standard A/C filters to OUC customers. Contractor should be willing to stock at a minimum, common sizes such as 16 x 20, 18x20, 20x20, 18x24, 20x25.

11. Removal and Disposal of Trash/Debris

The Contractor, without charge, shall clean the working areas each day of all trash and waste materials and shall maintain the site in a neat and orderly condition throughout the work period.

Individual Project Specifications and Requirements and Timeline

The Contractor…