ADVERTISEMENT FOR RESPONSES TO REQUEST FOR QUALIFICATIONS
Notice is hereby given that Lowndes County School District shall receive responses from qualified Energy
Service Providers (ESPs) to provide energy conservation equipment and services under an Energy
Services Contract. Said responses are to be delivered to 512 Lehmberg Rd. Columbus MS 39702 in
accordance with this RFQ.
ESP qualifications will be submitted in accordance with Section 31-7-14 of the Mississippi Code, the
Mississippi Development Authority—Energy Division’s Policy and Procedures for Energy Service Providers
and the Request for Qualifications.
A detailed “Request for Qualifications” may be obtained from the Project Manager:
Matt Keith, Assistant Superintendent
Lowndes County School District
512 Lehmberg Rd.
Columbus, MS 39702
Matt.Keith@lowndes.k12.ms.us
(662) 244-5000
All correspondence should be directed to:
Matt Keith, Assistant Superintendent
Lowndes County School District
512 Lehmberg Rd.
Columbus, MS 39702
Matt.Keith@lowndes.k12.ms.us
(662) 244-5000
Publish: __________________ and _________________
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REQUEST FOR QUALIFICATIONS (RFQ)
Issued by
Lowndes County School District
For Energy Services
INTRODUCTION
Lowndes County School District (hereinafter referred to as “Customer”) seeks specific qualifications from
interested Energy Services Providers (ESPs) that are capable of providing a comprehensive energy
services contract that will reduce energy and operational costs across Customer facilities.
Section 31-7-14 of the Mississippi Code defines Energy services provider and Energy services contract as
the following:
“Energy services provider” means a person or business with a successful record of documented energy
savings projects that is experienced in the design, implementation and installation of energy conservation
measures; has the technical capabilities to verify that such measures generate energy and operational
cost savings or enhanced revenues; has the ability to guarantee the savings; has the ability to secure or
arrange the financing necessary to support the implementation of the energy conservation measures; and
is approved by the division.
“Energy services contract” means an agreement to provide energy services which include, but are not
limited to, the design, installation, financing and maintenance or management of the energy systems or
equipment in order to improve its energy efficiency. Payments for the contract are not contingent upon
the actual savings realized from the equipment.
At a minimum, the ESP must have met the following qualifications:
• Licensed in the State of Mississippi
• An approved general contractor by the State of Mississippi
• An approved ESP by the Mississippi Development Authority Energy & Natural Resources Division
• An – ESP that is headquartered in Mississippi will be given preference as allowed by law.
GENERAL RESULTS DESIRED
The Customer seeks a broad range of services and capital improvements in order to reduce the
consumption and related costs of energy use across customer facilities and infrastructure. These
services and capital improvements will be provided and financed through an energy services contract
under which the Customer: a.) incurs no initial capital costs;
b.) achieves significant long-term savings; c.) achieves energy savings and operations and maintenance
(O&M) savings which can include material, labor and avoided future equipment replacements; d.) obtains
consistent levels of occupant comfort and building functionality. All proposed O&M savings must be
clearly documented and will be rigorously reviewed by the Customer.
The Customer seeks to maximize energy savings and related improvements. Within the framework of
available financing, therefore, ESPs are encouraged to advocate the installation and implementation of
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improvements providing the greatest possible energy and O&M savings. Essential services and
improvements sought are those that will reduce energy consumption in the Customer's facilities, upgrade
capital energy-related equipment, improve building operations and save costs through fuel switching or
improved demand management, and aid in meeting environmental management responsibilities.
The payback period for the energy services contract shall not exceed twenty (20) years. The capital cost
avoidance coupled with the energy savings achieved by the installed energy efficiency measures (EEMs)
need to be sufficient to cover all project costs for the duration of the contract term including any desired
annual maintenance and monitoring at a minimum, the capital cost avoidance as well as the energy and
O&M savings should be structured to correspond to the annual financing costs associated with the
project.
REQUIRED SYSTEMS AND SERVICES CAPABILITIES
ESPs must have the demonstrated technical and managerial capabilities to address a broad range of
building energy systems and provide a comprehensive set of energy services. Energy systems include,
but are not limited to, heating, ventilation and air conditioning systems, lighting, windows, insulation and
energy management controls, life safety measures that provide long-term, operating-cost reductions,
building operation programs that reduce operating costs, other energy-conservation-related
improvements, including improvements or equipment related to renewable energy, and other natural
resources conservation, including accuracy and measurement of water distribution and/or consumption,
and other equipment, services and improvements providing energy efficiency.
Energy services include, but are not limited to, an investment grade technical energy audit and report; the
design, acquisition, installation, modification maintenance, commissioning, monitoring and training in the
operation of new and/or existing energy systems which will reduce energy consumption associated with
the heating, ventilation and air conditioning system, the lighting system, building envelope, water usage,
and other energy using devices, as well as for savings which would not reduce consumption per se, but
are aimed at cost savings related to energy use, such as sewage, solid waste collection, fuel switching or
demand reductions.
Any stipulated energy and/or non-energy cost savings that may be attributed to this project will be
rigorously reviewed and, if agreed to, will be limited to those that can be thoroughly documented and
verified by the ESP and approved by the Customer. Additional services may include continuing O&M for
all improvements and/or training of the Customer's staff on routine maintenance and operation of systems
as well as training of occupants. Monitoring and verification (M&V) services include appropriate
measurement and reporting of the performance and savings from improvements.
OVERVIEW OF TERMS AND CONDITIONS
Contract Term. No payback period shall exceed twenty (20) years in duration and is subject to annual
appropriations.
Financial Review. Detailed financial projections of project benefits are dependent upon the scope of
technical retrofits finally selected and installed. It is premature to place a major emphasis on projected
financial benefits prior to the completion of a detailed engineering study and negotiation of the project
structure. During contract negotiations, the ESP shall disclose cost markups which will be applied during
the subsequent technical energy analysis and energy services contract. Open book pricing during the
construction stage will be required, such that pricing information or bids on individual products and
services will be available for review by the Customer. Respondents are encouraged to carefully review
the evaluation criteria in the RFQ under Financial Approach and to respond as fully as possible.
O&M Savings. Any O&M cost savings proposed by the selected ESP will be rigorously reviewed and, if
agreed to, will be limited to those that can be thoroughly documented and approved by the Customer.
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Investment Grade Technical Energy Audit Report. The technical energy audit report must include
estimates of savings for each measure and must include an estimate of all costs including design,
engineering, installation, maintenance, repairs and debt service.
DESCRIPTION OF THE PROCUREMENT PROCESS
It is anticipated that the process for the procurement of these energy services will proceed in three stages.
1.) SUBMISSION OF WRITTEN QUALIFICATIONS: The Customer through its designated
representatives will review and evaluate the written responses to this Request for Qualifications
(RFQ) in accordance with the evaluation criteria identified in Attachment B. The Customer will
either select the most qualified ESP or request oral interviews from a shortlist of candidates of the
procurement process.
2.) ORAL INTERVIEW: If so desired following the review of the RFQ packages, a shortlist of
qualified firms may participate in an oral interview to more fully discuss how their qualifications to
this project satisfy the evaluation criteria set forth in Attachment B. ESPs will be required to
answer questions posed by the Project Evaluation Team. It will be the sole responsibility of the
Project Evaluation Team to make the final selection of an ESP based upon the evaluation of
written responses to the RFQ, client reference checking, and the oral responses received during
the interview process.
3.) SELECTION OF ESP TO ENTER INTO INVESTMENT GRADE AUDIT AGREEMENT: Based on
the consensus of the Project Evaluation Team and approval by the Customer, the best qualified
ESP will be selected to perform the requested services. The Customer and the selected ESP
shall enter into an Investment Grade Audit Agreement. The ESP’s proposed contract terms must
include a complete set of proposed energy improvements, the timetable for completing
engineering and construction work, a detailed description of services to be provided, specific
financing arrangements and terms, and an estimate of energy savings, as well as special
conditions offered by the company. The Customer intends to negotiate a final Energy Services
Agreement (ESA) for these services. If the Customer decides not to enter into a contract after the
audit report has been accepted, the Customer agrees to pay the cost of the audit as stated in the
contract, provided that all contract terms and conditions of the audit have been met by the ESP. If
an acceptable contract cannot be reached within 90 days from the date of ESP selection,
negotiations with the second-ranked ESP may be initiated.
RESTRICTION OF CONTACT
From the issue date of this RFQ until the Customer selects a respondent for award, the contact person
listed below is the sole point of contact concerning this RFQ. Any violation of this condition may be cause
to reject the offending ESPs submission. If it is discovered that the ESP has engaged in any violations of
this condition, the offending ESPs response may be rejected or contract award rescinded. ESPs must
agree not to distribute any part of their submissions. An ESP that shares information contained in its
submission with other Customer personnel and/or competing ESP personnel may be disqualified.
Direct all inquiries concerning this RFQ to:
Matt Keith, Assistant Superintendent
Lowndes County School District
512 Lehmberg Rd.
Columbus, MS 39702
Matt.Keith@lowndes.k12.ms.us
(662) 244-5000
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SUBMITTAL FORMAT
Companies who wish to be considered by the Customer must submit an original and four (4) copies of
Attachment D (the ESP Profile Form and ESP Qualifications & Approach to Project). All submissions
become the property of the Customer and will not be returned to the ESP.
The Customer reserves the right to reject any or all submissions and to waive informalities and minor
irregularities in submissions received and to accept any submissions if deemed in its best interest to do
so. All costs associated with submission preparation will be borne by the submitting company.
TO AID ESPS IN THEIR RESPONSE TO THIS REQUEST, THE FOLLOWING ITEMS ARE ATTACHED:
OVERVIEW OF ATTACHMENTS
To aid companies in their response to this request the following items are attached:
Attachment A:
Attachment B:
Attachment C:
Attachment D:
Schedule
Evaluation Criteria
Contract Terms and Conditions
ESP Profile Form and Approach to Project
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This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.