<ul><li>Developing and Issuing the RFP </li></ul>
Why should qualifications be your procurement focus? <ul><li>Having the necessary range of capabilities is more important ...
What qualifications are worth the most? <ul><li>High-performance and customer service culture </li></ul><ul><li>Demonstrat...
What project goals will you put in your RFQ/RFP? <ul><li>Finance building modernization with utility savings </li></ul><ul...
What data will help you evaluate ESCO qualifications? <ul><li>Detailed project performance data on their past projects and...
What other qualifications are important? <ul><li>Data analysis and presentation capability </li></ul><ul><li>Ability to pe...
What data do ESCOs need from your RFQ/RFP? <ul><li>Purpose and scope of your project </li></ul><ul><li>Description of eval...
What data should you include in your Technical Facility Profile? <ul><li>General Facility Data </li></ul><ul><li>Operating...
The RFP <ul><li>Follow HUD’s Regulations for Competitive Proposals </li></ul><ul><ul><li>Price is not the determining fact...
Developing the RFP <ul><li>Use a Team Approach </li></ul><ul><li>Well-crafted RFP Provides and Solicits Detailed Informati...
Components of the RFP <ul><li>Your Goals for the Project </li></ul><ul><li>Your Evaluation Criteria </li></ul><ul><li>The ...
Components of the RFP: Your Goals <ul><li>Project Purpose and Scope </li></ul><ul><li>What Desires and Expectations Do You...
Sample RFP <ul><li>NCAT’s Sample Documents </li></ul><ul><li>Others  </li></ul><ul><li>Avoid ESCO Supplied RFPs </li></ul>...
Circulating the RFQ <ul><li>Who Wants This Work? </li></ul><ul><ul><li>NAESCO Members </li></ul></ul><ul><ul><li>NCAT’s Li...
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Developing and Issuing the RFP

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Developing and Issuing the RFP

  1. 1. <ul><li>Developing and Issuing the RFP </li></ul>
  2. 2. Why should qualifications be your procurement focus? <ul><li>Having the necessary range of capabilities is more important than the preliminary technical and cost proposal </li></ul><ul><li>Project scope and price can and will be negotiated, not so qualifications </li></ul><ul><li>Better qualified ESCOs will generally, but not always, present the better preliminary technical proposals </li></ul><ul><li>Performance contracts are long-term partnerships, so pick a reliable partner with staying power </li></ul>
  3. 3. What qualifications are worth the most? <ul><li>High-performance and customer service culture </li></ul><ul><li>Demonstrated technical expertise </li></ul><ul><li>Ability and willingness to guarantee and measure project performance </li></ul><ul><li>Experience with negotiating HUD approvals and requirements </li></ul><ul><li>Significant experience with housing authority projects </li></ul>
  4. 4. What project goals will you put in your RFQ/RFP? <ul><li>Finance building modernization with utility savings </li></ul><ul><li>Provide adequate maintenance to preserve the value in use and future value in exchange of your property </li></ul><ul><li>Improve the health, comfort, and safety of the building environment for your employees and tenants </li></ul><ul><li>Provide single point accountability for guaranteed project performance that can be monitored and verified </li></ul>
  5. 5. What data will help you evaluate ESCO qualifications? <ul><li>Detailed project performance data on their past projects and client references </li></ul><ul><li>Project management and technical experience of key staff </li></ul><ul><li>Review one of their actual recent contracts for a similar project with all the technical appendices </li></ul><ul><li>Review a sample detailed energy audit for a similar project they completed </li></ul><ul><li>Request a sample customer savings reports and a sample bid specification for a specific energy efficiency measure likely to be part of your project </li></ul><ul><li>Financial reports and ratings </li></ul>
  6. 6. What other qualifications are important? <ul><li>Data analysis and presentation capability </li></ul><ul><li>Ability to perform sophisticated economic and accounting analysis </li></ul><ul><li>Capability to provide effective project construction management and commissioning </li></ul><ul><li>Communication and negotiation skills </li></ul><ul><li>Sophisticated understanding of maintenance issues at PHAs </li></ul>
  7. 7. What data do ESCOs need from your RFQ/RFP? <ul><li>Purpose and scope of your project </li></ul><ul><li>Description of evaluation criteria, process, and schedule </li></ul><ul><li>Format required for case study references </li></ul><ul><li>Contract requirements applicable to PHA procurements of performance contracts </li></ul><ul><li>Specify proposal format and content to aid evaluators in making comparison </li></ul><ul><li>Technical and utility consumption data on the buildings you propose to include in the project </li></ul>
  8. 8. What data should you include in your Technical Facility Profile? <ul><li>General Facility Data </li></ul><ul><li>Operating Data </li></ul><ul><li>Physical Data </li></ul><ul><li>Energy and Water Consumption </li></ul><ul><li>Energy Systems </li></ul><ul><li>Improvement Opportunities </li></ul><ul><li>Additional Information </li></ul>
  9. 9. The RFP <ul><li>Follow HUD’s Regulations for Competitive Proposals </li></ul><ul><ul><li>Price is not the determining factor </li></ul></ul><ul><li>Two Stages: </li></ul><ul><ul><li>Investment grade audit </li></ul></ul><ul><ul><li>Finance, install and monitor project </li></ul></ul><ul><li>Need HUD Approval </li></ul>
  10. 10. Developing the RFP <ul><li>Use a Team Approach </li></ul><ul><li>Well-crafted RFP Provides and Solicits Detailed Information </li></ul><ul><li>Enables Selection of Best ESCO for Your Project </li></ul><ul><li>Avoids Problems in the Future </li></ul>
  11. 11. Components of the RFP <ul><li>Your Goals for the Project </li></ul><ul><li>Your Evaluation Criteria </li></ul><ul><li>The Procurement Process </li></ul><ul><li>Contract Specifics </li></ul>
  12. 12. Components of the RFP: Your Goals <ul><li>Project Purpose and Scope </li></ul><ul><li>What Desires and Expectations Do You Have? </li></ul><ul><ul><li>Specific Measures? </li></ul></ul><ul><ul><li>Other Funding Sources? </li></ul></ul><ul><ul><li>Resident Participation? </li></ul></ul><ul><li>Select the Best ESCO for your Project! </li></ul>
  13. 13. Sample RFP <ul><li>NCAT’s Sample Documents </li></ul><ul><li>Others </li></ul><ul><li>Avoid ESCO Supplied RFPs </li></ul><ul><li>Boiler Plate vs. Discretionary Items </li></ul>
  14. 14. Circulating the RFQ <ul><li>Who Wants This Work? </li></ul><ul><ul><li>NAESCO Members </li></ul></ul><ul><ul><li>NCAT’s List of Interested ESCOs </li></ul></ul><ul><ul><ul><li>www.ncat.org/reh </li></ul></ul></ul><ul><ul><li>Class Reference Guide </li></ul></ul>

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