SDN1501E-ES1 Form F.docx

Commonwealth of Massachusetts RFP Project # SDN1501E-ES1

ATTACHMENT A:

Part III – Form F -Questions [Available as a separate word doc, Filename “SDN1501E ES1 Form F.doc”]

A. EXECUTIVE SUMMARY OF SERVICES PROPOSED

1. EXECUTIVE SUMMARY

Provide an executive summary of the Proposal. Include in this summary a brief description of the complete range of energy conservation services being proposed for this project (i.e., design, installation, M&V/Commissioning, metering, operation and maintenance, training, and other services [see Attachment B Part IV]).

Please Respond:

2. Please briefly summarize the Base ECMs, Alternatives, and recommended changes the Interested Company is proposing. Please label as shown in the Introduction. Note the set of measures & alternatives measures must remain consistent throughout the Proposal.

3. Please provide a brief overview of the Proposer’s company and the team that has been assembled to implement this project.

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.

d. Please discuss any Recommended Changes or Optional Alternatives to the base scope and explain the Proposer’s rationale for each. Please confirm the specific financial and savings impact, have been entered 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.

1. Please provide the proposed work plan for this project based upon an estimated award (start) date as stated on the front cover. Duration should be a maximum of 425 calendar days from the award date.

· Provide a project schedule in the Appendix to demonstrate a practical plan to complete the work within the project parameters. Please refer to Schedules B-1 and B-2 of the ESA (Attachment E – Part I) for additional scheduling considerations.

· Instructions for the project schedule are below:

a. Please provide an estimate of milestones (major design, submittals, major equipment procurement, general conditions, demolition, 50, 90, 100% completion for all ECMs).

b. The schedule document shall be created with Critical Path Method (CPM) software (compatible with Microsoft Project preferred). Proposers will be required to provide the schedule in CPM and PDF format.

c. Preconstruction activities will be broken down by ECM and/or Building based on the Proposer’s work plan. Construction activities will be grouped by ECM.

d. The activities will be sufficient to demonstrate adequate planning of the work with regard to design durations, procurement and installation durations, Facility operations, seasonal constraints, and working hours.

2. Please identify critical path issues such as equipment ordering, operating hours, or seasonal constraints.

3. Please discuss how the schedule incorporates considerations for:

· Security

· Shift constraints

D. TECHNICAL DESIGN AND FEASIBILITY SERVICES

1. Prior to installation, the Proposer will be required to complete and receive approval on a 50%, 90% and 100% design of all equipment and systems proposed (or a final schedule of replacements) as shown in Schedules A-1 and A-2 of the ESA (Attachment E-Part 1). Please note, Table A-1, will be finalized and accepted based upon responses below. This table represents minimum requirements.

a. State acceptance of Schedules A-1 and A-2 and note any additional design services or levels that will be provided.

b. Please discuss your design (or your designers) approach to the proposed ECMS and alternates, demonstrating knowledge of the facility & design challenges.

c. Please discuss your proposed approach to designing and estimating the cost of accessibility upgrades listed in the Accessibile Toilet Room Report.

Please Respond:

d. Please list permits expected to be required as part of the project.

e. Please note, Proposers will be expected to meet the applicable requirements of DCAMM's Sustainable Design Guidelines, as shown in Schedule A-3 of the ESA (Attachment E, Part I). Proposers should briefly describe how the requirements will be met and identify any requirements that will be exceeded.

2. EXISTING CONDITIONS

Please see Attachment B and C for information about existing conditions. The Commonwealth is interested in Proposers who demonstrate that they recognize and have considered existing conditions in their Proposal.

a. Provide a summary of existing conditions that are expected to affect the installation, commissioning, or operation of the proposed Equipment. Please discuss which issues will be resolved or mitigated by the Proposer’s services.

b. Are there relevant existing code violations that the Interested Company’s Proposal will address? Please discuss. Are there relevant existing code violations that the Interested Company’s Proposal will not address? If yes, why?

c. Based upon the Proposer’s experience and the Facility profile and site visits, please discuss the major opportunities and challenges of working at the Facility and how the proposal recommends addressing them.

E. OTHER SERVICES:

1. COMMISSIONING/M&V Requirements: Please see the Commissioning/M&V Plan requirements and an Example Functional Testing Scope Outline in Form E, “Table B-5”. This is the basis of the Commissioning/M&V plan to be developed by the Proposer. To ensure the savings are achieved for this project, the Commonwealth will require Operational Verification and Measurement and Verification (M&V) of the performance of the systems and the installed equipment which will be compared to the selected Proposer’s savings provided on Form C (see Attachment A, Part IV) as a condition of Final ECM Acceptance. The selected contractor will guarantee performance at the point of Commissioning, not guarantee dollar savings after installation.

a. Please complete “Table B-5”. Please note: This table, once finalized and accepted, will be inserted into Schedule B-5 of the ESA. Please also note here any exceptions, changes, or additions proposed to the functional testing outlined for any ECM in Form E, “Table B-5”.

b. Please state who (what firm) will lead the commissioning services on your team.

2. Computation of Baseline: As part of the preparation of the RFP, the energy/water baseline was calculated for this project and is contained in Schedule C, Table C-4b of the ESA (Attachment E, Part I). This is the energy baseline that will be used for purposes of verifying energy savings and for estimating the impact to savings of change orders.

a. If there are any corrections or changes suggested to this baseline based upon the Proposer’s review of the information or based upon the Proposal, please discuss here or ask a question during Q&A. Otherwise, please confirm the baseline methodology.

Please Respond:

b. Please see Form C – Savings. These are the estimated savings from the Commonwealth. Once inserted into the ESA, they belong to the Proposer. Does the Proposer agree to these savings and the contractual terms to meet them? If not, please discuss. Please note, confirmation of any errors identified in the calculations should be asked for during the Q&A.

Please respond here and fill out the revised table in Form C for any changes to be incorporated into the ESA.

3. WARRANTY

a. Please complete: Form E, “Table C-1”

b. If the Proposer or manufacturer is offering an extended warranty, please identify it on Table C-1: Warranty, and please discuss here (i.e. a separate agreement, additional cost, etc.). The Commonwealth has put requested extended warranties in the table. Any warranties must be in addition to minimum contract terms as shown in the ESA.

4. STOCK

Please complete: Form E, “Table C-2” Please note: This table, once accepted, will be inserted into Schedule C-3 of the ESA.

Please complete this table, listing the stock for all equipment (or parts of equipment)as outlined.

5. MAINTENANCE

Maintenance is classified as follows: facility maintenance, in general, to maintain equipment; facility maintenance required to ensure warranty; Proposer’s maintenance offered or required as part of warranty, and additional maintenance services offered. For this project, there are additional maintenance services requested from Proposers for the cogeneration and photovoltaic measures.

a. Facility Maintenance Responsibilities

i. Please complete: Form E, “Table C-3b”).

Please note: This table, once finalized and accepted, will be inserted into Schedule C-3b of the ESA. The questions below add more clarifying narrative to the information provided in the Table.

ii. Please briefly describe the expected maintenance that will have to be done by the Facility to ensure proper operation of the new equipment & systems during both the required and extended warranty terms and beyond to ensure savings. Please Schedules C-1 and C-3 of the ESA (Attachment E, Part I) for more information on warranty and maintenance services.

b. Contractor Maintenance Responsibilities

i. Please complete: Form E, “Table C-3a” Please note: This table, once finalized and accepted, will be inserted into Schedule C-3 of the ESA. The questions below add more clarifying narrative to the information provided in the Tables.

ii. Please briefly describe the maintenance that will be provided by the Contractor to ensure proper operation of the new Equipment during the terms detailed in Table C-1 (Warranty) and Table C-3a (Contractor Maintenance Responsibilities). Please discuss in particular ECMs #16, #21, and #7.01.

Please Respond

iii. The Commonwealth has requested extended maintenance and/or warranties on ECMs #16 Cogeneration, #21 Photovoltaics, and #7.01 Non-Chemical Water Treatment. Please describe the maintenance that will be provided by the Contractor for these ECMs to ensure proper operation of the new and existing Equipment during the extended maintenance and/or warranty terms as detailed in Table C-1 (Warranty) and C-3a (Contractor’s Maintenance Responsibilities).

Please Respond

7. TRAINING

a. Please complete: Form E “Table B-6” Please note: This table, once finalized and accepted, will be inserted into Schedule B (Table B-6: Training) of the ESA.

b. Please discuss approach to training.

8. DATA ACQUISITION AND REPORTING REQUIREMENTS

Please note: Once accepted, these responses will be inserted into Schedule B-7 of the ESA.

Proposer must provide services so that the Commonwealth can collect and report data on various programs.

a. Please see Schedule B-7 of the ESA concerning metering requirements for this project. Please verify information, or provide any suggested edits or questions here.

Please respond:

b. Please discuss how the Proposal meets the reporting requirements for the programs applicable to this project as shown in the ESA, Schedule B-7. Please note, Attachment B-Part IV has a more detailed description of metering programs that might apply to recommended changes, options, or change orders. Please discuss how any Proposer Alternatives or recommended changes include these requirements as applicable.

c. Please see Section 34 and Schedule B-3 of the ESA and briefly discuss services related to utility incentives and rebates. Please see Schedule M, noting that Final ECM payment is tied to the submittal of information by the Contractor required by the utility incentive programs. Please state any additional incentives you estimate could be received above the estimated value in Form B here. Please discuss why. Please confirm understanding of payment terms.

Please Respond Here and Input in Form B as applicable

F. PROPOSER QUALIFICATIONS AND EXPERIENCE

Please complete the following Questions:

1. PROPOSER ORGANIZATION

a. Please provide an overview of the Interested Company, including a company history, organization, structure, philosophy, etc. Provide a chart showing anticipated subcontractors.

b. If Interested Company is not Massachusetts based, discuss the mechanism that will guarantee the local support services necessary for fulfilling the contract terms.

c. Please note that the Proposer will be required to meet the M/WBE goals as set forth in Schedule B-8 of the ESA (Attachment E, Part I). The Proposer will be required to fill out forms in Exhibit I prior to signing the ESA. Please state acceptance of the goals as stated in the ESA and the approximate percentage of Minority and Women Owned Businesses you expect to achieve if over 10.4%. Please list the M/WBE subcontractors, suppliers, or other applicable entities the Proposer expects to use and on which ECMs to satisfy the M/WBE goals. Please also note, effective April 12, 2016, pursuant to an order issued by the Superior Court of the Commonwealth of Massachusetts, all firms previously certified as Minority Business Enterprises (MBE), based on the owner being of Portuguese origin, shall no longer be considered MBEs but shall be considered Portuguese Business Enterprises (PBEs).

d. To encourage the participation of Service-Disabled Veteran-Owned Business Enterprises (“SDVOBE”), the Commonwealth has established a voluntary benchmark for SDVOBEs which is set forth in Section 22 of the ESA (Attachment E Part I). Proposers can find a list of potential subcontractors at www.vip.vetbiz.gov. Is there anyone on the Proposer’s current team that is a SDVOBE? If yes, please discuss. If not, please describe proposed efforts to add an SDVOBE to your team.

e. Proposers are required to maintain on this project not less than a ratio of 15.3% minority worker hours and 6.9% women worker hours in each job category. Please note DCAMM’s electronic workforce reporting requirements and if Proposer would like training from the Commonwealth, please e-mail the Contact Person.

1. Please identify who at your company would be the contact for the DCAMM Compliance Department. Include name, email address and telephone number.

2. Please state acceptance and note any questions here.

3. Please state percentage of core laborers in your company and your primary subs that are a minority and the percentage that are women.

4. Please state whether or not the Proposer and/or its major subs have an affirmative action plan or similar plan.

f. Proposers are encouraged to provide on-the-job training to prepare people for clean energy, energy efficiency and green building careers. A continually updated online directory of the programs offered through 4-year colleges, community colleges, vocational/technical schools, apprenticeships, and other job training programs can be found at www.cleanenergyeducation.org. Please briefly describe the degree to which the Proposer currently engages in on-the-job training, and any efforts the Proposer will pursue in providing such training if selected as the contractor for this project.

2. PROJECT MANAGEMENT and DESIGN

a. Please explain which ECM designs will be subcontracted and which ECMs will be designed in house. Please state the name(s) of the companies that will be the designer of record. Note: any changes to this portion of the team prior to the ESA must be pre-approved by DCAMM.

b. Please explain Proposer's criteria for selection of subcontractors for construction or construction management. Note which ECM work will be subcontracted. Please be aware that the selected Proposer will be required to meet the standards for immigration and work site safety as stated in Sections 17 and 20 of the ESA. Please provide information about any known firms to whom work will be subcontracted. Please specify the firms that will be working on water control upgrades, cogeneration, and photovoltaics.

c. Please discuss projects with similar ECMs that the Proposer, or Subcontractor(s), has designed directly.

d. Discuss who on the proposed team is responsible for permitting on the proposed Project team and state their experience.

e. Please discuss who on the proposed team is responsible for developing the designs for accessibility upgrades as noted in the Accessible Toilet Room Report and state their experience.

f. Please document experience with successful construction management. Note size of projects, number of subcontractors, whether or not deadlines were met, etc.

g. Please briefly describe the Proposer’s approach to Commissioning. State whether the Proposer plans to self-perform the commissioning, require the design or installation subcontractors to perform the commissioning, or hire an outside commissioning agent. Commissioning agents must be certified by at least one of the following nationally recognized certification bodies: the Association of Energy Engineers (CBCP), the Building Commissioning Association (BCA), or the American Society of Heating, Refrigeration and Air-Conditioning Engineers (ASHRAE) Note: The Commonwealth reserves the right to hire its own commissioning agent who will work with the Proposer's agent to verify proper equipment installation and performance.

3. RESUMES

Please Provide Project Team: Please list the individual/firm who will have primary responsibility for each task and phase of the project and what that entails.

Instructions:

a. Provide resumes only for people that will be assigned to perform the services for this Project, and clearly label which area they will be leading. (i.e. do not include employees of the Proposer's firm not actively working on the project).

b. Resumes should include each team member's background, specific areas of expertise, and previous experience with projects of comparable type and size. These employees should be made available to attend an interview.

c. For other team members on the Project provide a name, title, intended role and responsibilities for the duration of the contract, specific qualifications related to role and responsibilities, past relevant experience, number of years of relevant experience and supervisory responsibilities if relevant.

d. Please note: the Commonwealth may require written approval of any changes to the proposed team.

4. REFERENCES

Please Provide four (4) references for similar projects.

G. APPENDICES

Interested Companies should only include information in the Appendices that provides back-up or that supplements the Proposer's response to Attachment A. All information included in the Appendices should reference the relevant page and section of the main body of the Proposal. Information that the Commonwealth may consider useful in its evaluation are calculations demonstrating savings for various ECMs, equipment information, more detailed project experience, etc.