SDN1501E-ES1 RFP Final~1.pdf

Commonwealth of Massachusetts RFP Project # SDN1501E-ES1

DCAMM Energy/Water Design/Build RFP 1 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, Design, and Installation of Energy Conservation Measures for

Norfolk Sheriff’s Office, Dedham, MA

Project # SDN1501E-ES1 (PMAS Name: SDN-Norfolk Sheriff-Energy-Comprehensive Design Build)

RFP Issued June 8, 2016

Pre-Proposal Conference and initial site visit:

June 22, 2016, 10 a.m.

Site Visits July 13, 2016, and July 19, 2016, 10 a.m.

and as posted on COMMBUYS.com

Written Questions Due July 27, 2016 Final Deadline for Addenda to RFP August 3, 2016 Proposals Due August 10, 2016, by 2 p.m.

Target Interviews August 31, 2016 Target Selection Date September 16, 2016 Target Award Date (ESA Signing) October 18, 2016

DCAMM Contact Person:

Michael Reinhardt, Energy Planner Energy Efficiency & Sustainable Buildings Group Division of Capital Asset Management and Maintenance One Ashburton Place Boston, MA 02108 Fax: 617-727-4043 – Phone: 857-204-1234 michael.reinhardt@state.ma.us mailto:michael.reinhardt@state.ma.us

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TABLE OF CONTENTS

I. INTRODUCTION

II. PROCUREMENT PROCESS

III. PAYMENT TERMS and FUNDING SOURCES

IV. OTHER IMPORTANT INFORMATION

ATTACHMENT A: Forms Part I – Checklist For Proposal Submission Part II – Form A Cover Letter Part III – Form F -Questions Part IV – Financial Forms

ATTACHMENT B: Project Scope Part I - Scope of Services Overview and Energy Audit Part II – Basis of Design Part III – Data Acquisition and Reporting Overview & Requirements Part IV - Other Services

ATTACHMENT C: Facility Profile Part I: Existing Conditions / Ongoing Projects Part II - Facility Map Part III –Site Audit Template Part IV –Facility Plans & Background Reports

ATTACHMENT D: M/WBE Goals

ATTACHMENT E: Contracts Part I - Energy Services Agreement ("ESA") Part II- Minimum Contract Terms Part III - Prevailing Wage Rates

ATTACHMENT F: Payments and Grant Terms

ATTACHMENT G: Contractor Certification

ATTACHMENT H: Evaluation Criteria

ATTACHMENT I: Security Clearance Request Form

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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: Norfolk Sheriff’s Office Facilities located at 200 West St., Dedham, MA 02026, as described in more detail in Attachment C, Part I and

II.

Highlights of This Project: Further Reference:

Open to ALL CONTRACTORS certified in at least one of the following DCAMM Standard Categories:

1. General Building Construction

2. Heating Ventilation and Air Conditioning (HVAC)

3. Mechanical Systems

4. Energy Management Systems

Section II D & Attachment G

Payment will be made by Progress Payments

Attachment F/ Attachment E, Part II

Savings will be verified throughout the design/build process and must be verified through Operational Verification prior to Final ECM Acceptance. There will be no savings 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 Attachment B

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.

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

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

Evaluation Criteria Attachment H

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A. Proposal Scope of Work:

The Commonwealth is interested in turnkey Proposals for design, equipment purchase, installation, commissioning, training, 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 and background info in Attachment C as outlined below.

The Interested Companies must satisfy all Base Proposal requirements and Required Alternatives in their proposal.

1. Base Proposal (Required):

Your proposal must include the following Energy and Water Conservation Measures (ECMs):

ECM # ECM Description Type

1.01 Retrofit Interior Lighting Fixtures with LED and Install Lighting Control Sensors Lighting

1.07 Retrofit Exterior Lighting Fixtures with LED Lighting

4.10 Convert ACU’s 1 through 4 to Full DDC Actuation &

Control and Optimize System HVAC

4.13(a) Integrate ACU-7 and ACU-8 Operation with Occupancy Schedule HVAC

4.13(b) Integrate HV-2 Operation with Occupancy Schedule HVAC

4.14(a) Interlock Dishwasher Exhaust Fan with Dishwasher Operation HVAC

4.14(b) Integrate Laundry Exhaust Fan LX-1 and Heating Ventilation Unit HV-3 with Occupancy Schedule HVAC

4.14(c ) Install Demand Controlled Ventilation/Exhaust Controls for Kitchen Exhaust Fan KX-1 and Heating Ventilation Unit

HV-1

HVAC

5.02(b) Install a Computerized Water Conservation System for the Combi-Units and Showers Serving Inmates. Replace Inmate Showerheads with New Low-Flow Showerheads

Plumbing

7.01 Ozone Laundry System Plumbing

9.00 Convert Multizone Units AC-1 through AC-4 to Variable HVAC

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ECM # ECM Description Type

Volume Units

9.01 Install VFD's on Secondary HW Glycol Pumps P-3A & P- 3B and Convert the Existing HW Boiler System to DDC and Connect to the new BMS

HVAC

16.00 Install Cogeneration System for Domestic Hot Water Plumbing /

HVAC

17.00(a) Replace Unit Heater Thermostats with new DDC Thermostats HVAC

17.00(b) Optimize Fin Tube Radiation Heating System Control HVAC

23.00(a) Walk-in Refrigerator / Freezer Controls Refrigeration

For more detail, refer to the Scope of Work included in Attachment B-1.

2. Recommended Changes:

Any changes to specific ECMs in 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, 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 ECM. Significantly different approaches should be addressed as a Proposer Alternative 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 four (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 Alternatives – 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.

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• Proposer Alternatives – 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.

Interested Companies shall include in their Proposal all information requested in this RFP for each of the Required Alternatives and may include 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) o The following ECMs are Required Add Alternate ECMs:

Add ALT ECM # ECM Description Type

Add Alt ECM 21.00 Install PV System on Main Building Roof Electrical

Add Alt ECM 24.00 Design Toilet Room Accessibility Upgrades Architectural

Add Alt

ECM

5.02(a)

Install Low Flow / Ultra Low Flow Fixtures for Water Closets, Faucets, Urinals, and Showerheads serving Admin/Staff Areas

Plumbing

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• Maintenance Alternative(s):

o The following ECMs are Required Maintenance Alternative ECMs:

Maintenance ALT ECM # ECM Description Term (yr)

Maint. Alt ECM 7.01 Maintenance of ECM 7.01 Ozone Laundry System 5

Maint. Alt

ECM 16.00

Maintenance of ECM 16 Cogeneration System for Domestic Hot Water 5

Maint. Alt ECM 21.00 Maintenance of PV System on Main Building Roof 5

The comprehensive maintenance/training programs for the indicated terms following Substantial Completion Notification Approval, is to include all manufacturers required and recommended inspections and preventative maintenance services and training updates. 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).

• Replacement Alternative(s):

o There are no Required Replacement Alternatives for this RFP.

To assist Proposers in identifying potential Innovative Technologies for use in Energy Project proposals, please download the Massachusetts as a First Customer Pilot Program Commercially Ready Technology (CRT) List at: http://www.masscec.com/innovate-clean-energy/first-customer.

This list has been developed by MassCEC to provide public entities with a better understanding of products or services that have 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 DCAMM assume no liability for the purchase, use, operation, performance or acquisition of any products or services referenced above.

B. Overview of RFP and Process

Attachments to this RFP include:

• Forms for Proposal Submission (Attachment A)

• Scope of Services (Attachment B)

• Facility Profile (Attachment C)

• Goals for Participation by M/WBE Firms (Attachment D)

• Energy Services Agreement (Attachment E)

• Funding and Payment Terms (Attachment F) http://www.masscec.com/innovate-clean-energy/first-customer http://www.masscec.com/innovate-clean-energy/first-customer

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• Contractor Certification (Attachment G)

• Evaluation Criteria (Attachment H)

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. This phase includes audits, existing conditions assessments, preliminary designs and performance specifications, as shown in Attachments B and C.

2. Proposal Phase: (See Section II, Parts A-H, below). During the Proposal Phase, Interested Companies prepare their responses to this RFP, 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 I and J, below). The Commonwealth reviews proposals based upon the criteria set in this RFP. The selected Proposer 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 K 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 L 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.

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II. PROCUREMENT PROCESS

The procurement process for these services will proceed as follows:

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

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

Michael Reinhardt Project Manager Division of Capital Asset Management & Maintenance One Ashburton Place Boston, MA 02108 857-204-1234 michael.reinhardt@state.ma.us

Jim Freeley Program Manager Division of Capital Asset Management & Maintenance One Ashburton Place Boston, MA 02108 857-204-1239 james.a.freeley@state.ma.us

B. Advertisement and Communication with DCAMM

A. This RFP has been distributed electronically using the Commonwealth Procurement Access and Solicitation System (COMMBUYS system, http://www.COMMBUYS.com). The project name is SDN-Norfolk Sheriff-Energy- Comprehensive Design Build and the project number is SDN1501E-ES1.

B. 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.

C. 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.

D. 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.

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. Any change to a deadline will be posted on COMMBUYS as an addendum.

If an Interested Company encounters problems with access to the RFP, Addenda or any other required documents, please notify the COMMBUYS help desk at commbuys@state.ma.us or mailto:michael.reinhardt@state.ma.us mailto:james.a.freeley@state.ma.us http://www.comm-pass.com/ mailto:commbuys@state.ma.us

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1-800-627-8283. Please contact the DCAMM Contact Person if you are unable to access the website or are having difficulties with the website for which the COMMBUYS help desk 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 to educate themselves on existing conditions and learn more about the interaction among all aspects of the building systems and proposed energy and water conservation measures. Criminal Offender Record Information (CORI) checks will be required prior to attending the pre-proposal meeting and site tours. Forms for submitting necessary information for CORI checks is included in Attachment I

If an Interested Company has not previously submitted a proposal to the DCAMM Energy Efficiency and Sustainable Buildings Program, the Commonwealth encourages the Interested Company to review formats of previous proposals on file at the Office of Facilities Management Maintenance within DCAMM. Written requests for review of previous proposals should be submitted to DCAMM through the Public Records Request Form found on the DCAMM web site (http://www.mass.gov/anf/property-mgmt-and-construction/oversight-agencies/dcam/).

D. Pre-Proposal Conference and 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 will be confirmed at the Pre-Proposal conference and/or posted on COMMBUYS. It is the Interested Company's individual responsibility to make reservations for the Pre-Proposal Conference and the site visit. Minutes and attendees of the pre-proposal conference will be posted on COMMBUYS after the meeting.

Reservations must be made via e-mail to michael.reinhardt@state.ma.us by 2:00 pm the day before. Anyone that wishes to attend the site visit of the facility must submit their Security Clearance Request Form to Steve Randall of the NSO, srandall@norfolksheriffma.org at least 48 hours ahead of the site visit.

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

E. Questions via the Bid Q&A on COMMBUYS (Please note, in COMMBUYS the term “RFP” is referred to as “Bid”)

All questions must be submitted via COMMBUYS (email, fax or regular mail will not be accepted) no later than the date for Written Questions Due noted on the front cover of this RFP.

http://www.mass.gov/anf/property-mgmt-and-construction/oversight-agencies/dcam/ http://www.mass.gov/anf/property-mgmt-and-construction/oversight-agencies/dcam/ mailto:srandall@norfolksheriffma.org

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The “Bid Q&A” provides the opportunity for Bidders to ask written questions and receive written answers from DCAMM through the Strategic Sourcing Services Team (SSST) regarding this Bid. All Bidders’ questions must be submitted through the Bid Q&A found on COMMBUYS (See “Locating Bid Q&A” below). Questions may only be asked prior to the Deadline for Submission of Questions stated in the Estimated Procurement Calendar. The issuing department reserves the right not to respond to questions submitted after this date. It is the Bidder’s responsibility to verify that the questions entered into the Bid Q&A are recorded in COMMBUYS and appear on the Bid Q&A page.

Please note that any questions submitted to the SSST using any other medium (including those that are sent by mail, fax, email or voicemail, etc.) will not be answered. To reduce the number of redundant or duplicate questions, Bidders are asked to review all questions previously submitted to determine whether the Bidder’s question has already been posted.

Bidders are responsible for entering content suitable for public viewing, since all of the questions are immediately accessible to the public. Bidders must not include any information that could be considered personal, security sensitive, inflammatory, incorrect, collusory, or otherwise objectionable, including information about the Bidder’s company or other companies. The SSST 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 Bidder and awarded Contractor to maintain an active registration in COMMBUYS and to keep current the email address of the Bidder’s contact person and prospective contract manager, if awarded a contract, and to monitor that email inbox for communications from the Purchasing Department, including requests for clarification. The Purchasing Department and the Commonwealth assume no responsibility if a prospective Bidder’s/awarded Contractor’s designated email address is not current, or if technical problems, including those with the prospective Bidder’s/awarded Contractor’s computer, network or internet service provider (ISP) cause email communications sent to/from the prospective Bidder/Awarded contractor and the Purchasing Department 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.

F. 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.

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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 SDN-Norfolk Sheriff-Energy-Comprehensive Design Build

SDN1501E-ES1

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

DATE HERE****, 2015

Interested Companies must be appropriately certified by DCAMM in the Standard Category(ies) listed in the Introduction of this RFP, 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 60-90 days 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 McCormack Building One Ashburton Place, 15th Floor Boston, MA 02108 Attention: Suzzette Waters, Certification Public Information Officer

G. 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 ****s) 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.

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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.

Emergency Office Closures In the event that the Governor of Massachusetts declares a “state of emergency” that includes advising non-essential state employees working in Suffolk County not to report to work, on the date set for the deadline for submission of responses to an RFQ, RFP or the date set for a bid opening or a pre-bid meeting, any such date or deadline will considered cancelled. Following the conclusion of the state of emergency in Suffolk County, DCAMM’s Bid Room Manager will set a future date for such meeting, deadline or bid opening and plan holders will be notified of the revised date.

H. Minimum Threshold Requirements 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

4. Financial Forms B,C, and D completed

5. Total Contract Value does not exceed Single or Aggregate Project Limit - as outlined in Attachment G and above.* *A Proposal is deemed responsive if the Total Contract Value for the Base Proposal does not exceed Proposer’s Single or Aggregate Project Limits. If necessary, DCAMM will review the Proposer’s Single and Aggregate Project Limits based upon the Total Contract Value of the selected scope, including selected Alternatives, if any, prior to awarding the Project.

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.

I. Evaluation and Selection of Proposer to Execute Contract

Proposals, which meet the minimum threshold requirements, 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.

1. Non-Price Criteria

A preliminary Non-Price evaluation will ensure that each bidder is qualified for the project and each category will be rated qualified or not- qualified. All proposers must first receive a

DCAMM Energy/Water Design/Build RFP 14 qualified under the following categories. Those that receive qualified in those categories will go forward to full evaluation, including price and non-price.

Non-Price Criteria

1. Executive Summary

2. Scope of Work and Schedule

3. Technical Approach and Feasibility

4. Other Services

5. Proposers Experience

6. Price Criteria

The Price Evaluation will review the Proposer’s price submittal and response to Financial Benefits questions. The Price Evaluation will rate the Proposals as indicated in Attachment H

– Evaluation Criteria based on the following factors:

Price Criteria

1. Total Contract Value

2. Alternatives

3. Savings

4. Payback (Best Package)

5. 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 responses to 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 conducted 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 interview. 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.

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 or in an interview.

All Proposers will be notified in writing of the decision of the Commonwealth.

J. 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.

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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 during negotiation of the final ESA 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.

K. Design and Construction The Selected Proposer will design, construct, commission, perform operational verification of savings, and turn over ECMs as detailed in Attachment B, and any accepted Alternatives.

Services related to construction are detailed in Part B of the ESA, (Attachment E, Part I).

L. Post Installation Services The Selected Proposer must provide Measurement and Verification (M&V) services as specified and proposed in Form E to the RFP. The Selected Proposer must provide maintenance, warranty, stock, and training services as specified and proposed in Form E to the RFP.

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.

Funding Source Yes/No/TBD

G.O. Bond funding Yes

Clean Energy Investment Program (CEIP) Yes

Utility Incentives Yes

Grants No

Proposer or third party financing No

Other TBD

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.

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B. Cashflow Projects will be financed with CEIP funds only to the amount for which 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 their base proposal does not make the project cashflow.

C. Cost Breakdown Costs for energy design build projects are divided into 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) will include, as applicable:

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. Training

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.

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 or overhead on financing for Post Installation Services.

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 II, Minimum Non-Negotiable Contract Terms. The Commonwealth makes no guarantee a contract will result from this RFP.

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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 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:

• WSP / Parsons Brinckerhoff

• Griffin Electric

• VJ and Associates

DCAMM Energy/Water Design/Build RFP 18

ATTACHMENT A: Forms

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.

Part I- Checklist/Instructions Optional, Not Required to Submit Part II- Form A Cover Letter: Filename “SDN1501E ES1 Form A.doc”

Required to complete and submit with package.

Part III- SCOPE/Questions - Two forms, please complete both as directed:

o Form E SCOPE: Filename “SDN1501E ES1 Form E.xlsx”: Please complete ALL tabs of the Form E spreadsheet.

1. Scope of Work (Form E, Table B-1)

2. Commissioning/M&V ( Form E, Table B-5)

3. Warranty Stock (Form E, Tables C-1 and C-2)

4. Maintenance

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

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

5. Training (Form E, Part I – Table B-6) o Form F, Questions: Filename “SDN1501E ES1 Form F.doc”

Some questions require the Proposer to review the ESA and confirm or correct information. Form F has the following sections.

Executive Summary Scope of Work Final Design and Construction Schedule Technical Design and Feasibility Services Other Services:

• Commissioning/M&V, Warranty , Stock, Maintenance , Contractor, Facility, Training, Data Acquisition and Reporting Requirements

Proposer Qualifications and Experience

• Proposer Organization

• Project Management and Design

• Resumes (Please Submit in Appendix)

• References

Additional Services and Information Appendices (For Proposer’s Use as Directed in Questions)

PART IV- FORMS B-D FINANCIALS: Filename “SDN1501E ES1 Form BCD.xlsx”

1. Instructions (please read thoroughly)

2. Financial Questions (Proposers must provide answers to questions in the

“Questions” tab of the Forms B-D Document)

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 Energy/Water Design/Build RFP 19

ATTACHMENT A:

Part I – Checklist For Proposal Submission

Project Name: SDN-Norfolk Sheriff-Energy-Comprehensive Design Build Project #: SDN1501E-ES1

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.

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

• 6 bound copies of complete Non-Price Proposal, including a CD containing all cut sheet for products and services.

• 2 electronic copies of complete Non-Price Proposal on CD (including Forms E and

F in operable spreadsheet or word processing document)

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

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

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

A, Part IV.

• 2 electronic copies on CD (including Forms B, C, D in operable spreadsheet 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.

Returned all facility plan CDs provided as part of the RFP process. _______

Proposers are encouraged to contract DCAMM Project Contact Person, with any questions regarding this Proposal submission process: Project Contact Person: Michael Reinhardt Email: michael.reinhardt@state.ma.us

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

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 10 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:

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.

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.