Measurement and Verification (M&V) and Energy/Sustainability Services

Opportunity Home San Antonio seeks qualified Measurement and Verification (M&V) and Energy/Sustainability Services firms through Request for Proposals #2604-5671, with a submission deadline of May 4, 2026, at 2:00 p.m. via the Bonfire e-Procurement portal. The primary deliverables include annual energy performance measurement and verification services in accordance with HUD's Energy Performance Contracting Guidelines, ongoing technical support for Opportunity Home's energy management program, and potential additional services including energy and water auditing, savings calculations, benchmarking, utility analysis, building commissioning, and sustainability services across a portfolio encompassing over 6,300 public housing units and 3,000 units of affordable housing through affiliated entities. Year 1 services will cover 41 properties containing 4,344 units, with Years 2-5 encompassing 39 properties with 3,659 units. Qualified respondents must demonstrate a minimum of three years of experience providing annual energy performance M&V services within the last three years, full staffing capability, and the ability to meet all specifications outlined in the Scope of Work; start-up businesses are ineligible. All work must be performed or directly supervised by a registered Professional Engineer, and respondents must maintain professional liability insurance of $1,000,000, commercial general liability of $1,000,000 per accident/$2,000,000 aggregate, and workers' compensation at statutory limits. Pricing submissions must include annual fees for each of the five contract years, a total five-year M&V fee, detailed cost analysis, and individual service fee schedules for hourly rates of various staff positions. Evaluation criteria are weighted as follows: Project Management (25%), Methodology (20%), Experience (20%), Staff Competence (10%), Price Proposal (15%), Section 3 Utilization Plan (5%), and S/W/MBE Utilization Plan (5%), with written questions due by April 23, 2026, and anticipated board approval in June 2026.

The procurement includes specific set-aside requirements and disadvantaged enterprise provisions. Respondents must submit Section 3 Program Utilization Plans demonstrating commitment to meeting employment and contracting benchmarks, including a minimum of 25 percent of total labor hours performed by Section 3 workers and 5 percent by Targeted Section 3 workers, along with subcontracting of at least 3 percent of total contract value to Section 3 Business Concerns for professional services. Additionally, firms must provide Small/Woman/Minority/Disabled Veteran Business Enterprise (S/W/MBE) utilization plans, and failure to provide either plan will result in disqualification as non-responsive. All respondents must complete comprehensive certifications and disclosures including HUD Form 5370-C, Texas Ethics Commission Form 1295, Conflict of Interest Questionnaire (Form CIQ), and Standard Form-LLL regarding lobbying activities. The contract award will be firm fixed for one year with four optional one-year renewal periods at Opportunity Home's sole discretion. No specific budget range is disclosed in the available documentation; however, the contract structure requires detailed pricing submissions for each of the five years to facilitate evaluation. Opportunity Home reserves extensive rights including rejection of any or all proposals, termination for convenience with 30 days' notice, and negotiation of proposed fees, with all materials and data produced under the contract remaining the exclusive property of Opportunity Home.