Nc Statutory Process

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Guide to the NC procurement process

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Nc Statutory Process

  1. 1. North Carolina<br />Statutory Procurement Process<br />
  2. 2. Public Advertisement<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> 15 Day Advertisement
  3. 3. Two Respondents
  4. 4. Paper of General Circulation
  5. 5. Can Use State RFP</li></li></ul><li>Process Kick-off<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Distribute RFP
  6. 6. Provide Utility Data
  7. 7. Discuss Needs
  8. 8. Site Visits</li></li></ul><li>RFQ Submittal<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Sealed Proposal
  9. 9. +/- 10% Cost & Savings
  10. 10. Show Calculations & Assumptions
  11. 11. Does Not Require Implementation
  12. 12. RFP Submitted “At Risk”</li></li></ul><li>First Board Presentation<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Presentation to Committee or Board
  13. 13. Potentially a Shortlist – Typically Not
  14. 14. Authorizes Next Step</li></li></ul><li>Formal Selection<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Sets Cost for In-depth Analysis
  15. 15. Establishes Client Preferences
  16. 16. Co-Authored Solutions
  17. 17. Typically Energy Savings Only
  18. 18. Submit IGA Report
  19. 19. Third-Party Engineer Review</li></li></ul><li>LGC Requirements<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Legal Opinion
  20. 20. Approved by Third Party
  21. 21. Bonds Provided
  22. 22. Review Financial Structure
  23. 23. Provides Authorization of “Debt Issuance”</li></li></ul><li>Board Approves Contract<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li> Publish Notice of Award
  24. 24. LGC Approval
  25. 25. Execute Contract
  26. 26. Implement Scope</li></li></ul><li>Verification of Savings<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br /><ul><li>Reconciliation Report
  27. 27. Short-fall Compensated
  28. 28. Positive Cash Flow Retained</li></li></ul><li>General Finance Terms<br />Client Advertises RFP<br />Kick- Off Meeting<br />Submit RFP<br />Letter of Intent for IGA<br />LGC Submittal<br />M&V Process<br />Board Selection<br />Board Approval<br />20 Year Term Maximum<br />Neutral Annual Cash Flow<br />Tax-Exempt Municipal Lease<br />Subject to Annual Appropriation<br />Savings Guarantee & Insured<br />

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