Dgs Master Ipa 2026

Invitation for Bid
for
Master Installment Purchase Agreement
and Payment Schedule ("MIPA")
Financing
Contract No.
DGS MIPA 2026
Harrisburg, Pennsylvania
DGS Invitation for Bid
Master Installment Purchase Agreement
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TABLE OF CONTENTS
1. Part 1: Notice to Bidders
2. Part 2: Instructions to Financial Bidders
3. Part 3: General Information
4. Part 4: Financial Bid
5. Part 5: Certification and Bid Signature Page
6. Part 6: Responsiveness Checklist
7. Appendix A: Commonwealth Standard Terms and Conditions
8. Appendix B: Sample Master Installment Purchase Agreement
and Payment Schedule
Sample GESA Contract
Note:
Please read all pages of this Invitation for Bid ("IFB"). A responsiveness checklist is provided for bidder
convenience and should not be returned to the Department of General Services ("Department"). All
other pages must be completed and properly signed and sealed by the bidder before returning to the
Department. If a bidder wishes to have a copy of its bid proposal, it should make copies before
submission to the Department. The Department will not provide any bidders with a copy.
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Master Installment Purchase Agreement
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PART 1: NOTICE TO FINANCIAL BIDDERS
Master Installment Purchase Agreement and Payment Schedule ("MIPA")
Department of General Services
Office of Energy and Resource Management
401 North Street, Harrisburg, Pennsylvania 17120
It is the responsibility of each bidder to ensure that its bid is received by the Department by the date and
prior to the time set for bid opening. Bids received by the Department after the set Bid Opening Date
and time will be rejected.
IFB Date of Issue 7/21/2026
Financing Master Installment Purchase Agreement and Payment Schedule
("MIPA")
Project Location Various locations throughout Pennsylvania
Agency Department of General Services ("Department")
Bid Opening Date and Time 08/18/2026 at 2:00 pm
Contract Numbers DGS MIPA 2026
Proposed Term of Financing Twenty-four months, starting on the effective date of the MIPA --i.e.,
the date that the MIPA is fully executed.
Proposal Period 60 Days allowed from Bid Opening until Notice of Selection
Interest Rate Hold Bid interest rate shall be held by bidder for 120 days from the date and
time of bid opening.
Mandatory Vendor All bidders must be registered to the Pennsylvania Supplier Portal and
Registration must have a current and active PA Vendor Number. Register at
www.pasupplierportal.state.pa.us
Issuing Office Department of General Services
Energy & Resource Management Office
ATTN: Becky Tomlinson / Bidder Services
401 North Street
Room 403 North Office Building
Harrisburg, PA 17120
Contact Personnel Becky Tomlinson
(717) 705-5946
retomlinso@pa.gov
Pre-Bid Conference No pre-bid conference will be scheduled.
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Master Installment Purchase Agreement
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PART 2: INSTRUCTIONS TO FINANCIAL BIDDERS
Master Installment and Purchase and Payment Schedule ("MIPA")
FAILURE TO COMPLY WITH THESE INSTRUCTIONS MAY RESULT IN THE
REJECTION OF THE BID AS NOT RESPONSIVE.
SECTION 1. FINANCING TO BE PROVIDED. The financing to be provided is for
Guaranteed Energy Savings Act ("GESA") Contracts to Funding Agencies as described in the IFB.
The successful bidder that will be awarded will be the Financial Provider ("Financer") and will be
required to execute the MIPA included in the bid documents.
SECTION 2. INTERPRETATION OF BIDDING DOCUMENTS.
A. Requests for Interpretation ("RFI") during the bid stage must be submitted in writing, via
email, to the name and address found in the Notice to Bidders. All RFIs related to
proposed project work ("Work") or proposed contract documents must be submitted in
writing to the Department no later than the close of business five (5) days prior to the
Bid Opening Date. The Department will consider only written RFIs received no later than
five (5) days prior to the date fixed for the opening of bids. If a request is received within
five (5) days of the Bid Opening Date, the Department may, in its sole discretion, answer
the request. Requests via email shall be considered "written" requests.
B. NEITHER THE DEPARTMENT NOR ANY REPRESENTATIVE OF THE FUNDING AGENCY
SHOULD BE ASKED TO PROVIDE ANY ORAL INTERPRETATION TO ANY BIDDER RFI OF THE
GESA CONTRACT DOCUMENTS. ANY CONVERSATION BETWEEN A BIDDER AND EITHER
THE DEPARTMENT, OR A REPRESENTATIVE OF A FUNDING AGENCY, SHOULD NOT BE
RELIED UPON BY ANY BIDDER, IS NOT BINDING UPON THE DEPARTMENT, AND SHALL
NOT BECOME PART OF THE MASTER INSTALLMENT PURCHASE AGREEMENT UNLESS THE
INFORMATION SUBSEQUENTLY APPEARS IN A WRITTEN BULLETIN.
C. The Department's response to any RFI will be in the form of a written bulletin. The
Department will forward all bulletins to all bidders that obtained bidding documents for
the Project. All bulletins become a part of the MIPA, and all bidders are bound by all
bulletins issued on the Project.
SECTION 3. SUBMISSION OF BIDS. All bids shall be submitted on forms prepared by
the Department. Bidders should retain a copy for their own use. All entries on the bid must be
in ink or typewritten, preferably in blue ink to indicate original writing. In case of discrepancy
between the words and numbers, the written words are the bid price. Bid forms must be
completed. If the Interest Rate, Market Index, Spread (basis points), or Other Fees on the GESA
Financial Bid form are not completed, the Bid will be rejected as non-responsive.
SECTION 4. SIGNING THE BID. The bidder must sign the bid correctly as described in
the bid documents. Signatures may be electronically signed in accordance with the Electronic
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Master Installment Purchase Agreement
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Transaction Act, 73 P.S. 2260.301 et seq. If not electronic, the signature must be an original
and hand-scripted. If the bid is submitted by a corporation, the Chairman, President, Vice-
President, Senior Vice-President, Executive Vice-President, Assistant Vice-President, Chief
Executive Officer or Chief Operating Officer must sign; if a sole proprietor, the owner must sign;
if a general or limited partnership, a general partner must sign; if a limited liability company, a
member must sign, unless it is a managed by a manager, in which case, the manager must sign;
otherwise a resolution indicating authority to bind the corporation must be attached to this
agreement.
If the "Certification and Bid Signature Page" is left blank, the bid will be deemed void and the
bid WILL BE REJECTED by the Department. The bidder will NOT be given any opportunity to
sign the page after the time and date of the bid opening. A signature appearing at any other
place in the bid package shall not be sufficient to substitute for the lack of a signature on the
Certification and Bid Signature page.
SECTION 5. AWARD TO A DOMESTIC AND FOREIGN BUSINESS.
A. No contract will be awarded to a domestic business unless the bidder has complied with,
or agreed to comply with, the registration requirements under the Business Corporation
Law of 1988 (15 Pa. C.S. 1101-4131) or the Pennsylvania Uniform Partnership Act of
2016 (15 Pa. C.S. 8411-8486), or the Pennsylvania Uniform Limited Partnership Act of
2016 (15 Pa. C.S. 8611-8695), or the Pennsylvania Uniform Limited Liability Company
Act of 2016 (15 Pa. C.S. 8811-8898), or the Fictitious Names Act (54 Pa. C.S. 301-332).
B. No contract will be awarded to a bidder which is a foreign business unless the bidder has
complied with or agreed to comply with Chapter 4 (relating to Foreign Associations) of
Title 15 Corporations and Unincorporated Associations (15 Pa. C.S. 402-419).
SECTION 6. TIMELY DELIVERY OF BID PROPOSAL. The bidder must submit its bid to
the Department prior to the time scheduled for bid opening, regardless of the delivery method
used. Any bid received after the time set for the bid opening will be returned to the bidder
without being considered by the Department. The bid will not be returned if it is not possible to
determine the identity and address of the bidder.
SECTION 7. DELIVERY OF BID IN CLEARLY MARKED ENVELOPE. All bids must be
submitted in a sealed envelope clearly marked on the outside with the contract number and the
Bid Opening Date and time. If the bid envelope is to be enclosed in another envelope for the
purpose of express-type delivery, the exterior envelope shall be clearly marked as a bid and the
contract number and Bid Opening Date and time shall be on the exterior envelope.
A. Submission of Bid by Mail. If submitted by mail, the envelope must be sent to the
address for receiving bids noted in the "Notice to Bidders" and should be sent Return
Receipt Requested.
B. Submission of Bid by other than Mail. If submitted other than by mail, the bid must be
delivered to the address noted on the Notice to Bidders prior to the time stated.
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Master Installment Purchase Agreement
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C. Submission of Bid by Hand Delivery. Photographic identification and proof of
authorization will be required from individuals who are hand-delivering bids.
SECTION 8. WITHDRAWAL OR MODIFICATION OF A BID PRIOR TO BID OPENING.
A. Complete Withdrawal Before Bid Date or Time. A Bid may be withdrawn by written
notice or in person by the bidder or the bidder's authorized representative before the
exact date and time set for the opening of bids. If the Bid is withdrawn in person by an
authorized representative, the representative must provide photographic identification
and proof of authorization, preferably on the bidder's letterhead, and sign a receipt for
the Bid.
B. Modification Before Bid Date or Time of a Bid of Bid Already Submitted but Not
Opened. If, before the time of the bid opening, a bidder wishes to modify a bid already
delivered to the Department, the bidder or its authorized representative (if their identity
is made known through photographic identification and proof of authorization) may
request that the Department return the bid, but only if the bidder's representative signs
a receipt for the bid before the exact hour and date set for the opening of bids. The
bidder or their authorized representative may then modify the bid and resubmit the bid
so long as the modified bid complies with the requirements set forth in these Instructions
to Financial bidders for GESA Projects. The Department will not, under any
circumstances, open a bid before the Bid Opening Date and time.
SECTION 9. BID OPENING PROCEDURE. Bids will be opened and read aloud publicly
in the presence of one or more witnesses at the Issuing Office at the time designated in the
Notice to Bidders. No inspection or photocopies of any bid proposal will be made at the bid
opening. The amount of each bid, together with the name of each bidder will be recorded. Such
recorded information shall be considered unofficial and shall be open to public inspection after
the bid opening. The bid tab, listing the bidders and their bid amount, will formally be made
available on the Department of Energy & Resource Management's webpage typically within (3)
three business days.
SECTION 10. REJECTION OF BID. The Department reserves the right to reject any or
all bids or parts of a bid. A bid may be rejected if it shows any omission, alterations of form,
additions or deductions not called for, conditional language or uninvited alternate bids, or
irregularities of any kind. However, the Department reserves the right to waive technical defects
or irregularities on bids. The Department may reject the bid of any bidder failing to meet the
requirements of these Instructions to Financial bidders or any other requirements of bidders set
forth in the Bidding Documents.
SECTION 11. WITHDRAWAL OF BIDS AFTER BID OPENING. Within three (3) days after
the opening of the bids, but before award, a bidder may request permission to withdraw its
entire bid if it submits a request, by email or mail, to the Issuing Office. The request must be
addressed to the Director of the Energy and Resource Management Office. The request will not
be considered received unless it is directed as set out in this section. With the request for
withdrawal, the bidder must submit evidence that the reason for withdrawal is a clerical mistake
as opposed to a judgment mistake and was due to an unintentional arithmetical error.
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Master Installment Purchase Agreement
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SECTION 12. EXPERIENCE QUESTIONNAIRE AND FINANCIAL STATEMENT PROVIDED
ON REQUEST. At the Department's request, or if specifically required by the bid, bidders shall
file an experience questionnaire and financial statement with the Department on the form
provided by the Department. The questionnaire and statement shall be certified to be true and
correct by an affidavit sworn to or affirmed before a Notary Public, or other officer empowered
to administer oaths or affirmations. Falsification of any requested information shall result in a
rejection of the bid as not responsible, forfeiture of the bid bond, or cancellation of the Contract
Award.
SECTION 13. COLLUSIVE BIDS WILL BE REJECTED. The bids of any bidder that engages
in collusive bidding will be rejected. Any bidder who submits more than one bid in such manner
as to make it appear that the bids submitted are on a competitive basis from different parties
will be considered a collusive bidder. Submission of collusive bids will result in a bidder being
rejected as not responsible for subsequent projects. Nothing in this Section prevents a bidder
from superseding a bid by submitting a subsequent bid, delivered prior to bid opening, which
expressly revokes the previous bid.
SECTION 14. BID PROTEST PROCEDURE. The Commonwealth Procurement Code (62
P.C. 1711.1, as amended) governs the protest procedure, which is summarized below. In the
event this general description conflicts with the statute, the statutory language controls.
A. Who may File. Any bidder or prospective bidder who is aggrieved in connection with the
bid or the award of a contract resulting from the bid may file a protest.
1. "Prospective bidder" is an entity that has not submitted a bid in response to the
Notice to bidders.
2. "bidder" is an entity that has submitted a bid in response to the Notice to bidders.
B. Time Limits.
1. If a protest is filed by a Prospective bidder, a protest must be filed prior to the Bid
Opening Date and time established in the Notice to bidders by either email or regular
mail.
a. EMAIL. Prospective bidders may complete and submit a Protest Form. The
Form is available under the Invitation Documents tab in the Package Invitation
to Bid for the Project. The Form, along with any supporting documentation,
must be emailed as indicated on the Bid Protest Form.
b. MAIL. Prospective bidders may file a protest, in writing, with the Issuing
Office, Department of General Services, 401 North Street, Room 403 North
Office Building, Harrisburg, PA 17120.
2. If a protest is filed by a bidder, the protest must be filed within seven (7) days after
the protesting bidder knew or should have known of the facts giving rise to the
protest, except in no event may a protest be filed later than 7 days after the date the
contract was awarded. Bidders must file protests by either email or mail.
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Master Installment Purchase Agreement
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3. Filed - is defined as the date upon which the Issuing Office receives the written
protest.
4. If the bidder fails to file a bid protest or files an untimely protest, they shall be deemed
to have waived the right to protest the solicitation or award of the contract in any
forum. Untimely protests will be disregarded by the Department.
C. The Department may cancel an IFB or may reject all bids at any time prior to the time a
contract is executed by all parties when it is in the best interests of the Commonwealth.
The bidder may not submit a protest relating to cancellation of the bid or rejection of all
bids.
D. A protest must state all grounds upon which the protestant asserts the solicitation or
award of the contract was improper. The protestant may submit with the protest any
documents or information it deems relevant to the protest.
E. The full text of the Bid Protest Procedure can be found at 62 Pa. C.S 1711.1 et seq.
SECTION 15. BIDDER CERTIFIED NOT UNDER DEBARMENT. The bidder must certify
that it is not currently suspended or debarred by the Commonwealth, any other state, or the
federal government. If the bidder cannot make this certification, it must submit a written
explanation with its bid explaining why the certification cannot be made.
SECTION 16. REIMBURSEMENT OF COSTS OF INSPECTOR GENERAL INVESTIGATION.
The Financer shall reimburse the Commonwealth for the reasonable costs of investigation
incurred by the Office of Inspector General for investigations of the Contractor's compliance with
the terms of this or any other agreement between the Financer and the Commonwealth which
results in the suspension or debarment of the Financer. Such costs shall include, but not be
limited to, salaries of investigators, including overtime; travel and lodging expenses; and expert
witness and documentary fees. The Contractor shall not be responsible for investigative costs
for investigations which do not result in the Financer's suspension or debarment.
SECTION 17. CURRENT LIST OF SUSPENDED AND DEBARRED ENTITIES. The Financier
may obtain the current list of suspended and debarred Entities by referring to the Department
of General Services' Construction and Public Works website.
SECTION 18. ASSIGNMENT OF ANTITRUST CLAIMS. The Financer and the
Commonwealth recognize that, in actual economic practice, overcharges by the Financer's
consultants, resulting from the violations of State or Federal antitrust laws, are, in fact, borne by
the Commonwealth. As part of the consideration for the award of this contract, the Financer
assigns to the Commonwealth all right, title and interest in, and to, any claims the Financer now
has, or may acquire, under State or Federal antitrust laws relating to the goods or services, which
are the subject of this contract.
SECTION 19. AWARD. If the Department makes an award, it will be to the responsible
bidder with the lowest Interest Rate, Market Index, Spread (basis points), and Other Fees, within
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60 days from the Bid Opening Date. The 60-day period may be extended by written consent of
the lowest responsible bidder(s). Notice of Award of Contract will be made by letter mailed to
the Financer and will be effective upon the date the Department mailed the Notice of Award. If
the lowest bidder withdraws its bid, declines to extend the bid, or refuses the Award of Contract,
the Department may award the MIPA to the next lowest responsible bidder or reject all bids and
re-bid the Financing. There is no Contract with the Commonwealth until all parties have fully
executed the MIPA.
SECTION 20. EXECUTION OF MIPA. Within ten (10) days after receipt of the MIPA, the
successful bidder must:
A. Sign and return the MIPA to the Department, Room 403, 401 North Street, Harrisburg,
Pennsylvania 17120; in care of the Energy and Resource Office, or emailed to the GESA
administrator and
B. After all Commonwealth signatures are obtained and the MIPA is fully executed, the
Department will forward a written execution notification and an executed MIPA to the
successful bidder.
C. A stamped "Approved Electronically" or similar wording by the Commonwealth on the
MIPA signature page constitutes a valid, binding contract with the Commonwealth and
represents that all approvals required by Commonwealth contracting procedures have
been obtained.
SECTION 21. FAILURE TO EXECUTE MIPA. Failure or refusal of the Financer to properly
execute the MIPA within the 10-day time will be viewed as a refusal to accept the Award. If the
successful bidder refuses to accept the award or properly execute the MIPA within the 10-day
time, the Department may award the MIPA to the next lowest responsible bidder or reject all
bids and re-bid the Financing.
SECTION 22. COMMONWEALTH STANDARD TERMS AND CONDITIONS. During the
term of any contract resulting from this IFB, the Financer shall comply with the Commonwealth
Standard Terms and Conditions stipulated in Appendix A. Where the terms and conditions refers
to "Contractor," it means "Financer."
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Master Installment Purchase Agreement
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PART 3: GENERAL INFORMATION
Master Installment and Purchase and Payment Schedule ("MIPA")
1. PURPOSE
A. The purpose of this IFB is to solicit competitive sealed bids from financial entities
("bidders") for financing of multiple Commonwealth of Pennsylvania GESA projects for a
set term.
B. The financing arrangement takes the form of the MIPA entered between the awarded
bidder ("Financer") and the Department providing mainly for:
1. Entering a MIPA for purchases on an installment payment basis for financing of
GESA projects by the Department on behalf of itself and GESA projects by other
Commonwealth of Pennsylvania Agencies. The Department and other
Commonwealth of Pennsylvania Agencies are referred to individually as "Funding
Agency" and collectively as "Funding Agencies", and
2. Payment to the Financer by Funding Agencies pursuant to a MIPA. A sample MIPA
("Appendix B"), in substantial form, will be entered between the Financer and
the Department as a result of the award of this IFB.
C. This IFB, the resulting MIPA, and related documents in no way conveys exclusive financing
rights to the Financer. The Commonwealth of Pennsylvania reserves the right to obtain
financing outside of this IFB as it freely desires, in addition to financing to be provided
under any agreement that should result from this IFB.
2. SCOPE OF SERVICE
A. Terms of the MIPA: The MIPA provides for the Tax-Exempt lease financing of GESA
projects upon Financer and Funding Agencies entering a Schedule, as stipulated in the
appended sample MIPA. The rate of interest to be charged for each financing (i.e., each
GESA project that is the subject of a Schedule) will be determined and fixed on the
acceptance date of the Schedule using the interest rate provided in the awarded bid and
adjusted per the Index as defined in the awarded bid.
Payments will generally be calculated on a level payment basis using a single fixed rate of
interest for a maximum of a twenty (20) year term. Payments may be monthly, semi-
annually, or annually and will continue for the specified financing term or until prepaid in
accordance with the MIPA.
The financing term of this MIPA is for a twenty-four month period, starting on the
effective date (i.e., the date that this MIPA is fully executed) or until a total of
$100,000,000 has been financed, whichever occurs first. The Department may opt to
extend the MIPA for an additional twelve-month period or increase the amount to be
financed by up to an additional $30,000,000, or both, upon mutual written agreement
between the Financer and the Department.
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Master Installment Purchase Agreement
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