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ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT PROJECT NO. 4108JOC157 Pre - Submittal Meeting March 15, 2017 2:00 PM

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Page 1: ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT … · ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT PROJECT NO. 4108JOC157 Pre-Submittal Meeting March 15, 2017 ... Life-cycle based,

ENERGY EFFICIENCY SERVICESJOB ORDER CONTRACTPROJECT NO. 4108JOC157

Pre-Submittal MeetingMarch 15, 20172:00 PM

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Welcome and Introductions

• Mark Hartman, Chief Sustainability OfficerOffice of Sustainability

• Joanne McLaughlin, Programs Assistant, Equal Opportunity Department

• Steve Bunyard, Architect, Street Transportation Department

• Ellen Pimental, Contract SpecialistDesign and Construction Procurement

Page 3: ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT … · ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT PROJECT NO. 4108JOC157 Pre-Submittal Meeting March 15, 2017 ... Life-cycle based,

Meeting Overview

Sign-in please…copies of sign in sheet will be available on website:

https://www.phoenix.gov/streets/procurement/current-opportunities

Please hold questions until the Q&A period.

This is the ONLY opportunity to discuss this project with City staff.

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AGENDA Project Description

Project Scope of Work

Submittal Requirements

Selection Schedule

Questions?

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What Is A Job Order Contract?

Alternate Project Delivery Method

Based on qualifications

Not a bid

Projects on “as needed” basis

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What Is A Job Order Contract?

For a 36-Month Duration; or

$30,000,000 Per JOC

Whichever occurs first

Option to renew for 24 months

Up to five contractors will be selected

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Joanne McLaughlin, [email protected]

SBE Requirement is 6%

The Solicitation is open to all firms

No SBE Documents due at this time

SBE Documents due to EOD at JOA Contract time

Small Business Sub Contracting Goal

Page 8: ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT … · ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT PROJECT NO. 4108JOC157 Pre-Submittal Meeting March 15, 2017 ... Life-cycle based,

Targeting 20% “absolute” energy reduction by 2020

2009: 232,583 MWh/yr 2015: 222,457 MWh/yr (191 facilities) 2020: 186,066 MWh/ yr (target)

Deep energy efficiency retrofits

Comprehensive, turn-key solutions (all-inclusive)

Life-cycle based, fully funded out of energy savings(Positive NPV)

Project Description Mark Hartman

Page 9: ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT … · ENERGY EFFICIENCY SERVICES JOB ORDER CONTRACT PROJECT NO. 4108JOC157 Pre-Submittal Meeting March 15, 2017 ... Life-cycle based,

Will vary w/ea. Job Order agreement

Similar projects (facility type, operations) will be grouped together

Design services will need AZ-registered professional architect/engineer (plans)

Contractor responsibilities: cost estimating, project scheduling (design, construction, maint.), permits as needed

City will provide construction administration, inspection & acceptance

SCOPE OF WORK

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Scope of Work conference may be scheduled prior to Job Order Agreement

Technical Energy Audits & Project Proposal Phase

Construction/Implementation/Commissioning & Financing

Guarantee/Monitoring Phase (post construction)

Savings guarantee, staff training, follow-up monitoring, contract maintenance savings

SCOPE OF WORK

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SCOPE OF WORK

QUESTIONS?

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Statement of Qualifications Criteria

General Information (10 Points)

Experience & Qualifications of firm (35 points)

Financial capability of the firm (10 points)

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Statement of Qualifications Criteria

Experience of key personnel to be assigned to this project (10 points)

Understanding of the project and approach to performing the required services (25 points)

Overall evaluation of the firm and its ability to provide the required services (10 points)

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Vendor Registration

• All Firms MUST Be Registered in the Vendor Management System PRIOR TO SUBMITTING A PROPOSAL

• NEW FIRMS ---After Registering--- the City Will SEND AN EMAIL WITH A VENDOR NUMBER WITHIN TWO DAYS

NEW THE VENDOR NUMBER MUST BE INCLUDED ON THE COVER OF THE STATEMENT OF QUALIFICATIONS OR ON THE BID PROPOSAL PACKAGE/ENVELOPE. INFORMATION ON HOW TO REGISTER WITH THE CITY IS AVAILABLE AT:

https://www.phoenix.gov/finance/vendorsreg

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Statement of Qualifications Criteria

SOQ Cover Letter

Clearly display the firm name, firm vendor number, project title, and project number on the cover of the SOQ and submittal package.

Evaluation Criteria (including project organizational chart)

Additional content (resumes or other information)

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Statement of Qualifications Criteria

MAXIMUM pages permitted is 14 pages:

• + Evaluation Criteria (including organizational chart)

• + Additional Content (resumes or other information)

• + Photos, charts/graphs or other evaluation content

= 14 MAXIMUM pages permitted

Bonding Statement ( A- or better Prior Four Qtrs)

Separate Sealed Envelope

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Statement of Qualifications Criteria

Each page side with criteria information will be counted.

Pages that have photos, charts, and graphs will be counted toward maximum number of pages.

Cover letter, front and back covers, Table of Contents and tab dividers will NOT be counted toward the maximum page limit, UNLESS they include information that may be considered by the selection panel.

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Statement of Qualifications Criteria

Submit 7 copies of the SOQ

SOQ is Due: 12:00pm Noon – Arizona local timeFriday, April 7, 2017

Phoenix City Hall200 West Washington Street,

6th Floor Submittal Box

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Grounds For Disqualification

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Selection Schedule

SOQs DUE April 7, 2017

Firms Notified for Interview April 27, 2017

Interviews May 17, 2017

Firms Notified of Award Late May, 2017

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Street Transportation Procurement Section Webpage

Request for Qualifications Notifications Plan Holders List Pre Submittal Power Point Presentation Sign In Award Located at :

https://www.phoenix.gov/streets/procurement/current-opportunities

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SOQ Due Date

SOQ is Due on

APRIL 7, 2017Noon

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Questions After Today

Email Your Questions To:Ellen Pimental Contracts [email protected]