Request for Proposal Seeking Lighting Suppliers to Provide Energy Efficient Lighting Fixtures & Controls

Transcription

1 New Jersey Office of Clean Energy Direct Install Program Request for Proposal Seeking Lighting Suppliers to Provide Energy Efficient Lighting Fixtures & Controls Issued by TRC Energy Services Commercial & Industrial Administration Team May 24, 2016

2 The Direct Install Program ( Program or Direct Install ), a component of New Jersey s Clean Energy Program, is planned for launch in July TRC Energy Services will manage The Program, and act as the Commercial and Industrial Program Administrator ( C&I Program Admin ) on behalf of the NJ Office of Clean Energy ( OCE ). The C&I Program Admin is seeking proposals from qualified lighting vendors ( Vendors ) to provide equipment pricing in support of the Program. Equipment pricing that is negotiated as a result of this RFP will be available to Participating Contractors ( Contractors ) who will be selected under a separate Request for Proposal. Interested qualified Vendors responding this Request for Proposal ( RFP ) are asked to submit their intent to bid and proposal in accordance with the requirements described herein to be considered for selection as a Vendor under the Program. Section I - Program Description Direct Install will serve business owners of existing small commercial and industrial facilities in New Jersey with monthly peak electric demand not exceeding 200 kw ( Owners ). In order to qualify for participation in the Program, Owners must also be non-residential electric and/or gas service customers of one or more of the following regulated utilities: Atlantic City Electric, Jersey Central Power & Light, Rockland Electric Company, New Jersey Natural Gas, Elizabethtown Gas, Public Service Electric and Gas, or South Jersey Gas. The Program is designed to identify opportunities for cost-effective energy efficiency retrofits, and to provide financial incentives to encourage the early replacement of existing inefficient equipment with high-efficiency alternatives. The incentive levels are approved by the NJ Board of Public Utilities and are currently set at 70% of the installed project costs. Systems and equipment eligible for incentives include: lighting, lighting controls, motors, variable frequency drives, refrigeration, HVAC, & HVAC and hot water controls. Additional measure categories may be added to the Program in the future. For each project, the Program strives to include installation of a comprehensive package of cost effective energy efficiency improvements that may be quickly implemented. Direct Install is a turnkey program utilizing pre-selected Contractors, and is aimed at providing Owners a seamless process for energy efficiency analysis and equipment replacement to reduce consumption and lower utility costs. Direct Install is targeted for launch in July The Program s goal is to provide installation of energy efficient equipment in at least 550 Owner facilities throughout the State of New Jersey by June 30, While the Program is anticipated to be offered for multiple years beyond 2016, Vendors will be offered a two-year Program Vendor Sub-Contractor Agreement with the option for one additional year. The C&I Program Admin reserves the opportunity to renegotiate pricing at the end of year two (at a minimum), or rebid for these services altogether. The Program also anticipates changes based on an ongoing strategic planning process and stakeholder input process, and adjustments to program requirements, incentive levels, etc. may be made during the term of the contract. The C&I Program Admin anticipates contracting with one (1) Vendor to provide all lighting measures offered by the Program required for the project installations statewide. 1

3 Section II - Program Process and Vendor Scope of Services The scope of services to be provided by the Vendor and program process are described below, and will be contained in referenced documents, including Scope of Work Agreements associated with individual projects performed under the Program: a) The Program will be marketed statewide by the NJCEP Outreach Team, Sustainable Jersey, NJOCE, utilities and within assigned Program Regions, by Contractors. These activities will be supported by activities and tactics of the program s new, as yet to be identified, Marketing Administrator. Marketing materials, approaches and activities will be approved by the C&I Program Admin. b) The C&I Program Admin assigns Contractors by region for the installation of identified energy efficient measures at the participating business location in New Jersey. The Contractors will conduct on-site Energy Assessments focused on the facility s lighting systems. Information will be entered by the Contractor into an Energy Assessment Tool, which calculates the estimated energy savings associated with proposed measures along with associated project costs. c) The Contractor will provide to the Vendor a list of the project s required lighting equipment, based on the Program s Energy Assessment Tool, excluding ancillary equipment. The Contractor is responsible for separately procuring any necessary ancillary equipment required for installation. d) The Vendor agrees to provide materials to the selected Contractors at prices no greater than those quoted by the selected Vendor in its agreement pursuant to this RFP. The Contractor is responsible for all payments due to the Vendor. e) The Vendor is responsible for packing and shipping all lighting materials within fifteen (15) days from the date of order, providing the Contractor all manufacturer warranties, and all manufacturer s specifications, such as CEE, DLC, and or ENERGY STAR certifications for all provided equipment. f) Program incentives are paid directly to the Contractors upon completion of the project. Section III Bid Pricing & Information Vendors responding to this RFP must complete and submit with their proposals: Attachment D - Proposed Pricing Spreadsheet for Eligible Measures ( Pricing Spreadsheet ) for all Lighting categories. Within the spreadsheet, bidders are to provide the following information, as applicable within the corresponding columns, for each eligible measure listed under a given measure category, for which the bidder proposes to perform work: 2

4 Equipment pricing on a per unit basis. Please note, the C&I Program Admin is looking for as many available manufacturers as possible for all offered lighting equipment that meets the minimum efficiencies and specifications, as included in attachment D. Total Costs Equipment Lead Time Warranty Period Incomplete bids will be disqualified. Please note, pricing is not to include sales tax. In order to be eligible for evaluation, and potential award of a Program Sub-Contractor Agreement, bidders are required to submit proposals and pricing for ALL of the program s offered lighting measure categories listed in Attachment D, without exclusion. All equipment provided under the Program by the Vendors must meet or exceed the minimum efficiencies and specifications listed within the notes sections of Attachment D - Pricing Spreadsheet. The C&I Program Admin reserves the right to amend the list of eligible measures by adding or removing measures for implementation consideration under the program. The C&I Program Admin will select from bidders whose proposals are in accordance with this RFP, one (1) lighting vendor for participation in the Program, whom shall take part in pricing negotiations with the C&I Program Admin in order to arrive at agreed upon set lighting equipment pricing statewide for each measure. Section IV - Vendor Qualifications Each bidder shall describe their qualifications and experience for supplying equipment associated with each measure category. Provide pricing and other information in response to the Pricing Section of this RFP and in accordance with Attachment D. Bidders seeking to be awarded work as a Vendor shall state their experience and qualifications with respect to the following: 1. Must be able to supply all offered lighting equipment for the program within the timeframe detailed in letter E of Section II. 2. Must provide evidence of ability to supply lighting equipment to the entire state of New Jersey. 3. Provide letter of introduction with bidder s qualifications to perform the work described in this RFP. 4. Provide a list of existing contracts during the last five years with a similar size and scope of this program. Please provide program names, references, and a brief program summary including dates of service and contact information (Phone and address). 3

5 5. Provide a list of all staff proposed to provide indicated services and include a summary of their qualifications. 6. Must provide representations and assurances that the bidder is authorized to do business in New Jersey and is in good standing with all required business registrations and that no administrative, tax, or other governmental suspension, claim, lien, or enforcement action is pending against supplier. 7. Must provide detail regarding the Vendor s current customer care process. Please provide a detailed response for satisfying the above requirements. Section V - Equipment and Materials All equipment shall be UL listed. All LED equipment must be on the most recently issued Design Lights Consortium (DLC) qualified products list or be currently ENERGY STAR qualified. All T8 ballasts and T8 four foot lamps must be CEE qualified. The winning bidder(s) of this RFP shall provide cut sheets for all measures to the Program Admin and Contractor(s). The Vendor may, during the period of program implementation, substitute different qualifying fixtures, but must supply new cut sheets to the C&I Program Admin and Contractor(s) for each change. Equipment and Materials Warranty The Vendor shall warrant that all equipment and materials it supplies shall be free from defects in design, material and workmanship, and shall conform to manufacturer specifications. If any product fails during the warranty period, Vendor shall, at its expense, either repair or replace the affected equipment and materials within thirty (30) days of notice. Section VI - General Terms and Requirements Right to Audit The C&I Program Administrator, OCE or other New Jersey State entities shall have the right to inspect and audit all Vendor and subcontractor books, records, correspondence, receipts, vouchers and memoranda relating to or affecting the Contract. Vendor and any Subcontractors shall preserve all such records for a period of seven (7) years following final payment associated with each project in accordance with the State s current retention policy. Vendor shall provide for such right to audit by C&I Program Admin in all contracts with Subcontractors relating to the Contract. Data Tracking and Reporting Vendors shall provide, on a timely basis, periodic status reports describing the status of materials delivered and ordered as part of the Program, and other reports as reasonably requested by the C&I Program Admin. 4

6 Training Personnel performing work under the Program will be required to attend periodic training sessions held at the C&I Program Admin s reasonable discretion. Term and Termination The C&I Program Admin anticipates awarding Vendor Agreements for an initial term, beginning at the actual date of program commencement and ending 24 months later with a contract option for an additional 12 months, with renewable terms thereafter, subject to the agreement of the parties. Such agreements will contain early termination provisions for non-performance, changes in Program funding and other events. Section VII Evaluation of Proposals A team consisting of representatives from the C&I Program Administrator will evaluate proposals received in response to this RFP. The team will select an initial group of bidders for negotiation of final pricing and other terms, from which successfully negotiated bidders will be offered a Participating Vendor Agreement for execution. Proposals will be evaluated based on the following criteria: Vendor experience and qualifications supplying equipment to existing small commercial and industrial facilities, Vendor experience and qualifications, specifically with respect to supplying measures listed within the Direct Install Program Proposed Pricing Spreadsheet, Vendor experience and qualifications, specifically with respect to providing similar scope of services in energy efficiency program and or working with utilities and/or energy efficiency program administrations, Proposed material pricing, Vendor resources relating to the ability to satisfy Program schedule and workload, Proposal responsiveness, completeness, organization and professionalism. The proposal review team reserves the right to invite one (1) or more bidders to present, discuss and/or clarify its proposal prior to selection for negotiation of final Program pricing and other terms. Additionally, the proposal review team reserves the right to reject any and all proposals received as a result of this solicitation and to cancel this solicitation at any time. RFP Issuance May 24, Section VIII - Schedule Intent to Bid & Bidder Information Request Form - All entities intending to submit a proposal in response to this RFP must communicate such intent to Kevin Rivera, the C&I Program Admin s representative, by ing a completed Appendix A and C forms to DirectInstall@njcleanenergy.com on or before 4:00 p.m. EST on June 1, Failure to 5

7 submit these required documents by the deadline will result in disqualification from this solicitation. Communications - All communications, including questions, shall be directed to Kevin Rivera, the C&I Program Admin s representative, via to DirectInstall@njcleanenergy.com on or before 4:00 p.m. EST on June 6, Kevin Rivera is the only person authorized to provide an explanation or interpretation of this solicitation. Upon receipt of this solicitation, the bidders are to cease contact with all other technical organizations either on site or in a corporate office with regard to this solicitation. Any violation of this direction will be basis for disqualification. Proposal Submittal - All proposals shall be submitted to the C&I Program Admin s representative via to DirectInstall@njcleanenergy.com or hard copy delivery to TRC Energy Services located at 900 Route 9 North, Suite 404, Woodbridge, NJ by no later than 4:00 p.m. on June 17, The proposal must be signed by an official authorized to bind the Offeror. The individual who is authorized to conduct negotiations on behalf of the Offeror must be identified in the proposal. Negotiation - A group of bidders will be selected for negotiation of final Program pricing and other contract terms and the parties shall meet to commence such negotiation on or about June 30, 2016 and complete such negotiation by executing a Direct Install Program Participating Installer Services Agreement on or about July 15, 2016, and such agreement shall constitute the agreed upon contract between the parties in connection with the Program. If the C&I Program Admin and any selected bidder are unable to execute such an agreement within a reasonable time period following commencement of negotiation, the C&I Program Admin in its sole discretion reserves the right to cease negotiation with one (1) or more of the initially selected bidders and negotiate with alternative bidders. 6

8 Attachment A Pre-Bid Intent to Bid Form

9 Intent to Bid Form By submitting this form, the contracting entity listed below is hereby expressing its intent to submit a proposal in response to the Request for Proposal dated May 24, 2016 issued by TRC Energy Services, which seeks Vendors to supply energy saving measures in connection with the Direct Install Program. Name of Vendor Entity: Street Address: City: State and Zip Code: New Jersey License Numbers: (Lighting) Participating Vendor Entity s Contact Person Information: Name: Title: Telephone Number: Address: This form must be fully completed and submitted via to DirectInstall@njcleanenergy.com by no later than the date and time listed in the Section IX - Schedule of the Request for Proposals.

10 Attachment B Omitted Intentionally for Vendors

11 Attachment C Pre-Bid Vendor Information Request Form

12 Vendor Information Request Form The undersigned certifies under notarized oath that the information provided herein is true and sufficiently complete and truthful so as not to be misleading. Furnishing incomplete, misleading or false information herein shall result in disqualification or termination. GENERAL INFORMATION Company Legal Name: Company Address: (Street, City, State, ZIP) Contact Person Name: Phone #: Number of Employees By Category: Management Administrative Field Other Company Type: Corporation LLC Partnership Sole Proprietorship DBA Describe geographic area(s) where vendor has supplied equipment during the past 3 years: MANAGEMENT OVERSIGHT Provide below the names, titles, and summary description of the roles/responsibilities and experience of the management personnel who will oversee and assure the satisfactory performance of Direct Install work.

13 Experience: 1. Provide the total number of facilities on which your company has supplied equipment for energy efficiency projects in the past three years; along with, for three of those projects, the following information: project and owner reference names and phone numbers. Total Number of Facilities 1. Project Name Reference Name 2. Project Name Reference Name 3. Project Name Reference Name Phone Number: Phone Number: Phone Number: LEGAL: Since January 1, 2010 has your company or any of its affiliates or principals: 1. Been in default or failed to fully complete scope of work with respect to an awarded contract? 2. Been terminated or otherwise dismissed early from an awarded project under contract? 3. Had any legal or arbitration claims, suits or judgments filed against them? 4. Filed for, declared, been declared bankrupt or insolvent, or been asked to post collateral against a loss? 5. Colluded with other bidders, been disqualified for reasons relating to possible or actual collusion, or failed to furnish a non-collusion affidavit upon request? 6. Have any liens against them or their assets?

14 7. Have all requisite licenses, certifications and qualifications to perform Direct Install work in the State of New Jersey? 8. Has the Offeror or any of its principals been indicted, convicted, of or had a civil judgement rendered against them for: commission of fraud or criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, state, or local) contract or sub-contract; violation of Federal or state antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, or receiving stolen property? YES NO 9. Have you been barred from providing services to any other utility or state run programs in the United States? YES NO (If you have responded Yes to one or more questions #1-9 above, please provide explanations as a separate attachment) SAFETY: 1. Has your company received a safety citation fine or other safety related disciplinary action within the past four years? if yes, provide the number of such actions and summary details 2. Does your company have a written safety plan? SIGNATURE AND NOTARIZATION: Signature of Individual Completing Form Date Sworn to and subscribed before me, this the day of, 20 Notary Public My Commission Expires:

15 Attachment D Proposed Pricing Sheet