APPROVAL OF RFQ ENERGY CONSERVATION AND 5 ENERGY ... · sustainable and safe learning environments. Together the resolution and policy acknowledge the urgency of climate change and

COLLEGE OF THE SEQUOIAS COMMUNITY COLLEGE DISTRICT Board of Trustees Meeting

May 11, 2020

APPROVAL OF RFQ ENERGY CONSERVATION AND 15 ENERGY EFFICIENCY SERVICES

Status: Action (Roll Call Vote)

Presented by: Ron Perez Vice President, Administrative Services

Issue The District is requesting approval of an Energy Services Company to assist the District in performing a comprehensive district-wide energy audit that will be included in its facility master plan.

Background The Board of Governors approved a Climate Change and Sustainability Policy in May 2019 in order to address how community colleges can meet the State of California’s climate change goals. In order to adhere to the policy, the Sequoias Community College District desires to pursue a district-wide, design-build energy conservation program including an initial audit of all buildings, identification of Energy Conservation measures (ECMs as defined in Government Code Section 4217.11 that would be cost-effective and subject to award of one or more agreements in pursuant to Government code Sections 4217.10 through 4217.18.

The District issued a RFQ March 3, 2020. A Notice to Bidders was advertised in the Visalia Times Delta twice within the three-week response period. A total of four (4) response packages were received by the deadline date. A selection committee, composed of District facilities, management and purchasing staff individually reviewed each response and ranked them based on professional qualifications, experience and references. The selection committee interviewed the top two companies that best meet the needs of the District.

In taking into account the totality of the submittals, presentations, interviews and reference checks, the committee confidently recommends Compass Energy Solutions as the District’s Energy Services Company for an initial period of two years and may renew for successive one-year renewal terms (up to a maximum of five (5) years), upon mutual agreement by both parties.

Recommended Action It is recommended that the Board of Trustees approve Compass Energy Solutions as the District’s Energy Services Company.

MEMORANDUM January 2, 2020

| Via Email

Chancellor’s Office 1102 Q Street, Sacramento, CA 95811 | 916.445.8752 | www.cccco.edu

TO: Chief Executive Officers

FROM: Eloy Ortiz Oakley Chancellor, California Community Colleges

RE: California Community Colleges Climate Change and Sustainability

The Board of Governors recently adopted a Climate Change and Sustainability Resolution and Climate Change and Sustainability Policy as part of their ongoing commitment to environmental sustainability and providing California community college students and their community’s sustainable and safe learning environments. Together the resolution and policy acknowledge the urgency of climate change and its impact on our campuses, communities and state. As our system addresses the increasing need for sustainable solutions in the face of climate change, the Chancellor’s Office will continue to implement new ideas, strategies and technologies as resources become available.

The Board of Governors adopted policy and resolutions to align California Community Colleges climate change and sustainability efforts with California’s Climate Change Strategy. The policy and resolution also provide a set of eight goals to be achieved by 2030, with incremental progress expected by 2025:

Goals by 2025 Goals by 2030

1. Reduce greenhouse gas emission to 30 percent below 1990 levels.

Reduce greenhouse gas emission to 40 percent below 1990 levels.

2. Increase renewable energy consumption to 25 percent.

Increase renewable energy consumption to 50 percent.

3. 25 percent of fleet vehicles are zero-emission vehicles.

50 percent of fleet vehicles are zero-emission vehicles.

4. 50 percent of all new buildings and major renovations will be constructed as Zero Net Energy.

100 percent of all new buildings and major renovations will be constructed as Zero Net Energy.

5. 50 percent of all new buildings and major renovations will achieve at least a Leadership in Energy and Environmental Design (LEED) “Silver” or equivalent rating.

100 percent of all new buildings and major renovations will achieve at least a Leadership in Energy and Environmental Design (LEED) “Silver” or equivalent rating.

http://www.californiacommunitycolleges.cccco.edu/

California Community Colleges Climate Change and Sustainability January 2, 2020

Memorandum | Page 2 of 2

6. Increase procurement of sustainable products and services by 20 percent compared to current levels.

Increase procurement of sustainable products and services by 25 percent compared to current levels.

7. Reduce municipal solid waste by 25 percent compared to current levels.

Reduce municipal solid waste by 50 percent compared to current levels.

An important component of the resolution and policy includes the Board of Governors’ charge for districts to develop local climate change and sustainability resolutions. District resolutions may include commitments to implement the Board of Governors’ Climate Change and Sustainability Policy and Resolution’s goals locally, offer environmental sciences degrees and certificates with an emphasis on climate change, and other significant local climate change strategies and environmental sustainability measures. The Board of Governors seeks to integrate climate change and sustainability into all facets of our campus’ operations, and not limit these responsibilities to local facilities programs and business services.

In the coming year, the Chancellor’s Office will provide additional guidance to support the local implementation of California Community Colleges climate change and sustainability measures. The Chancellor’s Office will also develop a reporting tool, which will offer a way for districts to track their progress toward meeting the system’s climate change and sustainability goals. Additionally, the Chancellor’s Office will form a Climate Change and Sustainability Steering Committee, which will consist of members from across college and district operational areas. The steering committee will work alongside the Chancellor’s Office to develop related guidance materials, reporting metrics, and support statewide climate change and sustainability implementation.

As a starting point for creating a local climate change and sustainability resolution, please find a resolution template attached with this memorandum. Your district may use this resolution or tailor it to fit your local needs. If you have questions about the California Community College Climate Change and Sustainability, please contact Hoang Nguyen, Director of Facilities Planning at (916) 327-5363 or [email protected].

Attachment: Climate Change and Sustainability District Resolution Template

mailto:[email protected]

CONFIDENTIAL

SEQUOIAS COMMUNITY COLLEGE DISTRICT

RFQ-1536

ENERGY CONSERVATION

&

ENERGY EFFICIENCY SERVICES

DUE DATE: MARCH 26, 2020 BY 2:00PM

COMPASS ENERGY SOLUTIONS

301 9TH ST. SUITE 411

REDLANDS, CA 92374

[email protected]


1

March 23, 2020

Ms. Ashley Collins - Purchasing Manager

College of the Sequoias – Visalia Campus

Sequoia building – Room 2 (North Wing)

915 S. Mooney Blvd.

Visalia, CA 93277

Re: Sequoias CCD RFQ-1536 Energy Conservation and Energy Efficiency Services

Dear Ms. Collins,

Compass Energy Solutions (CES) is pleased to develop and deliver comprehensive energy services for the

Sequoias Community College District (SCCD) consisting of the main campus located in Visalia and the

education centers located in Tulare and Hanford. Located in Tulare and Kings County, these facilities

comprise over 700,000 square feet. We are pleased to offer our services to provide SCCD Energy

Services in a turnkey role for this very important outreach.

With our technical and managerial capabilities, SCCD will realize the following significant benefits:

Achieve a quality controlled environment

Increase system reliability

Achieve highest possible energy efficiency

Cost effective Maintenance and Operations

Stabilized price of electricity

Identify and secure all utility and state energy rebates and incentives on behalf of SCCD

CES is uniquely qualified to provide energy services to SCCD facilities district wide. Our principles have

over 25 years’ experience assisting the Educational systems statewide. We are familiar with and have a

successful working relationship with many Community College’s staffs and facilities, and look forward to

continuing our work in providing first class services and delivery of complex energy efficiency and

generation projects for SCCD.

CES is highly skilled in working with the California Utilities, Department of State Architect (DSA) and

the California Community College Chancellors office (CCCCO). We are familiar with the Board of

Governors climate change and sustainability initiatives and most recently have proven successful in

supporting multiple CC’s to maximize their Proposition 39 funding. CES identifies any and all

requirements, and is adept at securing energy rebate and incentives on their behalf.

As an approved Energy Services Company (ESCO) Compass Energy Solutions is the best choice to

develop and deliver energy efficiency and capital improvement projects. We are committed through our

Principal’s and our team members to work with SCCD, coordinating the best possible design, delivery,

warranties and most importantly, customer satisfaction. We are looking forward to align our schedule

with your energy management activities on this very important and worthy project, and your future

projects. Please call me at 909-518-5647 with any questions or if you would like additional information.

Sincerely,

Vance Williams Vance Williams

Vice President Business Development

Western Region

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TABLE OF CONTENTS Tab Pages

Description of Firm / Local Project Management/Safety 1 3-4

Technical Scope Development / Savings Methodology 2 5-6

Project Delivery and Implementation Approach 3 7-10

Description of Key Personnel 4 11-12

Financial Capacity / Insurability / Funding Expertise 5 13-14

Energy Savings Project Experience and References 6 15-23

Additional Benefits / Customer Testimonials 7 24-27

Audit Pricing Proposal 8 28

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DESCRIPTION OF FIRM / LOCAL OFFICECOMPASS ENERGY SOLUTIONS (CES) is a limited partnership (LP) and has been in business

for 16 years. CES is pleased to present our qualifications and capabilities to identify and develop

cost effective, energy efficient capital improvement projects at Sequoias CCD and implement the

projects through a negotiated Energy Performance Contract utilizing California Government

Code 4217. GC 4217 has proven to be the best vehicle to develop and implement long term

energy efficiency and generation projects for K-12, Community Colleges and Cities/Counties in

California. Our California Offices will be participating in the development of the proposal,

evaluation process and in the conduct of any services. Our Redlands office will take a lead:

COMPASS ENERGY SOLUTIONS

VANCE WILLIAMS – VICE PRESIDENT

301 9TH

STREET, SUITE 411

REDLANDS, CA 92374

909-518-5647

COMPASS ENERGY SOLUTIONS, LP (CES) is one of the nation’s premier Energy Services

Company (ESCO), providing comprehensive and proven energy infrastructure development,

asset management, efficiency improvements and performance contracting to a wide range of

institutional, higher education, state and local government customers. Headquartered in

Richmond, Virginia, we have 6 offices located throughout the United States. Our California

office, located in Redlands, will support Sequoias CCD. This submittal is generated from the

Redlands Office with support from our corporate office. CES has 100 plus combined years of

technical and managerial expertise in the Energy Services and Energy Efficiency business.

CES has executed many energy savings performance contracts totaling over 100 major projects

since inception. Each project has been directly managed from our California offices in Redlands

& Folsom. CES has between ten to fifteen full time personnel.

We are privileged to work with K-12, Community Colleges, higher education, and local and

State agencies. CES is particularly proud of the awards our Community College customers have

achieved over the years including Santa Monica College, Santa Barbara City College, and most

recently two districts were recognized in 2019 by the CC Chancellors office Board of Governors

in achieving extraordinary Energy Efficiency and Sustainability awards – Victor Valley College

and Palomar College. CES is fully aware of the CC Chancellors Board of Governors Climate

Change and Sustainability policy and is fully committed to support SCCD meet and exceed their

goals. We also qualified for the latest Department of General Services ESCO pool to provide

development and delivery for State of California’s facilities statewide.

CES through a competitive bid process will select most qualified subcontractors and will

negotiate the best cost. We also utilize a network of local qualified subcontractors to perform

various tasks and trades for our projects. CES develops and manages each single project

depending on location and physical challenges of each energy conservation and renewable

measures.

4

MANAGEMENT STRUCTURE CES organizational structure is designed to provide SCCD with the most cost-effective energy

efficiency & renewable solution. Our company is active in performance contracting in

California. CES possesses a flat, compact structure, intended to simplify and expedite decisions

and problem solving. We provide close attention to the customer needs and every detail of the

projects. Our professional staffs are licensed in California, in a variety of Contracting disciplines

and professional Mechanical Engineering.

The basis for our organization’s arrangement is our points of contact with a client. Each point—

project executive (Vance Williams), energy engineer (Don Fantz – P.E., Kevin Fantz), project

managers, (Phil Zubicki)—is provided with peer level support within a department and

leadership directly from CES President, Fred Ghahramani. Each of these managers receives

guidance from our founders and principals. This arrangement, with at most three tiers, has

historically provided the greatest customer service capacity and most streamlined execution of

energy service projects.

Energy performance contracting is superior management of all tasks related to designing and

delivering energy efficiency and renewable projects. Our professionals are experts in dealing

with California Division of State Architect (DSA), various California Uniform Building Codes,

Title 24, the CCC Chancellors office and local gas and electric utility interconnection, tariffs,

rates and applicable financial incentives, just to name a few.

Regional personnel also have the capacity to tap resources and knowledge from CES locations

around the country. Our staff includes engineers, consultants, construction managers, and energy

buyers and operations personnel among others.

CES proposed management approach involves assigning senior level engineers and project

management staff to Sequoias CCD project. One lead project developer will be assigned to

orchestrate the evaluation and design of measures and their presentation to the District’s point of

contact. One lead senior project manager will be responsible for the implementation of those

measures, management of subcontractors, and the ultimate satisfaction of the client. This project

manager will have the ability to make binding field decisions in order to expedite the project.

Project success is insured by the above elements: streamlined and efficient organization of

resources, focus on contacts with the client, availability of resources and knowledge, well-

defined accountability, and agile decision-making. In addition, the selection of well-qualified

subcontractors, the best possible equipment, and a commitment to a customer’s vision provide a

combination that will lead to an excellent project.

SAFETY RECORD

CES enjoys a perfect record of safety and has never been party to any claims or law suits.

5

TECHNICAL SCOPE DEVELOPMENT / SAVINGS METHODOLOGY CES will take a holistic approach to understanding the scope and how energy impacts the

District. The first step to an energy service project is to perform comprehensive energy auditing.

We typically conduct a detailed review of the project by investigating the lighting, HVAC and

control systems in the individual buildings, conducting an in-depth energy and economic

analyses of the project to determine its cost effectiveness and impact. In most recent years CES

has focused on many aspects of electric power generation projects including Solar Photovoltaic,

battery storage, fuel cell and cogeneration. Our preliminary review of the design and analysis

indicate that the project is economically viable and will pay for itself within the useful life of its

operation. A CES energy audit includes site visits, data logging, facility personnel interviews,

utility bill analysis, energy simulation modeling and detailed energy engineering calculations.

Our energy engineers are experts in title 24 standards and are very familiar with educational

facilities.

In our analysis, we will take a more conservative approach to costing and energy analysis.

Therefore, CES will not cut corners, delete any work and will not substitute inferior materials

and equipment in order to justify our price and our proposal. We assure SCCD that we shall

deliver energy efficiency & renewable projects with superior workmanship, within budget and

on time.

A. Engineering Analysis - The long-term success of any comprehensive energy efficiency

program is dependent upon development of an accurate, successful Monitoring and

Verification (M&V) plan. The main objective is to develop a plan that quantifies and verifies

the performance results of the Energy Conservation Measures (ECMs). CES subscribes to

using industry standard M&V protocols that have been developed in response to the success

and need for reliable and consistent measurement practices. Two references will be used for

the development of M&V procedures for this project, they are:

International Performance Measurement and Verification Protocol (IPMVP)

U.S. Department of Energy’s Federal Energy Management Program (FEMP)

In order to establish accurate energy consumption base line that can be agreed upon by both

SCCD and CES, our M&V specialists will work closely with the District representatives in

determining each facility’s existing energy usage. We will use utility billing analysis, field

survey, energy equipment inventory, energy end-use metering (short term and long term),

operational data and building simulation models (PowerDOE and others).

i. Baseline Adjustment. Based year will be adjusted to reflect: changes in occupied square

footage, changes in energy consuming end-use, changes in the physical facilities, changes

in agreed upon operational practices, changes in weather between the Base Year and the

Guarantee Year, the type of hours of operation of any equipment or facilities, occupancy

rate, types or amount of equipment used on the premises among a number of metering

techniques to determine the validity of the energy usage measurement. We pay particular

attention in understanding, analyzing and monitoring buildings with high probability of

substantial changes in use.

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ii. Savings Calculations. Base line calculation, ECM calculations and post-installation

calculations are based on industry recognized standards and tools that will include a

number of attributes such as historical utility data, on site measurement, equipment name

plate data and many other engineering calculations including computer simulations

iii. Dollar Savings. CES uses applicable utility tariff (in this case SCE) to calculate the

average utility cost (blended rate) for the time of this agreement. CES will obtain the

current utility rate schedules for each building. As requested, we will use 12 months of

utility data for savings calculations. Additionally, rates for the above calculations will

reflect any rate escalations agreed upon by Compass Energy and the District.

B. Cost Savings Calculations. Compass Energy will utilize computer models and spreadsheets

to calculate expected and forecasted energy and maintenance (if desired) savings. CES offers

multiple options in guaranteed savings scenarios. We take a realistic and conservative

approach in projecting cost savings, hence, the District is assured that energy and

maintenance cost reductions will match any debt services or expected positive cash flow.

C. Training Provisions - CES has developed and provided extensive training programs to its

customers. The predicted energy and costs savings will be assured by implementation of a

successful training program. We will provide workshops with training manuals on

equipment operation and maintenance procedures and maintenance intervals. We will

involve the maintenance staff early on, to teach them and demonstrate to them the

importance of energy savings coupled with operation efficiencies. We will take a hands-on

approach, involving facility maintenance and operations’ staff and will get the buy-in from

the group. We will assure that they understand the project and are committed to the success

of the program.

D. Maintenance Contract - During the initial project development phase, CES, in collaboration

with the District, will determine the capability of the existing maintenance staff and the

desired level of maintenance that the District would like to perform after the completion of

each part of the energy efficiency and facility improvement program. If desired and

requested, CES can provide Preventive and Predictive Maintenance for as much as 5 years

after project’s substantial completion.

7

PROJECT DELIVERY AND IMPLEMENTATION APPROACH

COMPASS ENERGY SOLUTIONS staff is dedicated to providing comprehensive, turnkey

projects to our clients. To provide this, we offer a full range of services, extending throughout

the life cycle of a project. Our financial expert will conduct in depth life cycle cost analysis

including various methods to demonstrate return on investment (ROI). CES presents only cost

effective energy conservation and renewable measures that meets or exceeds our client’s

expectations. Our Services include:

Energy Auditing

Project Development

Design Engineering

Construction Management

Product Independence

Equipment Selection and Installation

Measurement and Verification

Monitoring, Operations and Maintenance

Financing, Utility and State Rebate, CCCCO Board of Governors goals and mandates

Energy Auditing and Project Development

COMPASS ENERGY SOLUTIONS takes a holistic approach to understanding how energy

impacts a facility’s operating costs. The first step to an energy service project is to perform

comprehensive energy auditing.

Auditing each building will begin with a strategy of meeting with campus personnel to determine

each facility’s needs from their prospective. CES will uncover operational issues through these

interviews with faculty and staff. Through the design/engineering process CES will work to

mitigate issues revealed. In addition to the above considerations, CES audit approach targets

energy consumption on three levels.

CES first evaluates the historical energy usage for a facility. This historical energy data is

analyzed using various industry-accepted methods. The data is segregated into weather-related

energy, occupant-dependent energy, building operating hour-dependent energy, among others.

Next CES evaluates the facility’s energy pricing structure to determine, based on the specific

load profile, whether the facility is on the most appropriate and cost justified utility rate

schedule. Finally, energy systems and facility audits are conducted. CES engineers identify

potential improvements while in the field, and then analyze them thoroughly for their technical

and economic viability.

Design Engineering

CES offers our client turnkey, Energy Savings Performance Contracting (ESPC) expertise. We

utilize a unique strategy whereby the professional engineers complete the project design, create

bid specifications, assist with construction management and consult on operational performance

and measurement. This approach allows our professionals to monitor performance throughout

the project lifecycle, and is the best method to link all aspects of the project from design through

performance.

8

CES designers will cooperate with the client to produce a synthesized layout of the scope of

services, including the new construction, energy master plan of the entire campus, and the

selection of subcontracting parties. We will ensure that our project development is consistent

with the client’s current and future plans, so that projects implemented by CES can dovetail with

any prospective changes. CES Engineers and project developers are experienced dealing with

Division of State Architect (DSA) from their Sacramento office to the San Diego branch.

Generally speaking, CES does not utilize Architectural or Engineering firms to obtain approval

from DSA, however in projects that require structural modification we employ

Architect/Structural Engineering experts with connection to DSA offices to obtain approval of

various submittals.

Construction Management

Strategies for minimizing costs while providing quality construction work will be incorporated

into the construction plans. Fast payback items with short construction timelines will be done

first so that the client will begin to realize savings as early in the project as possible.

CES will oversee all construction activities and will directly manage and control the activities of

its own field personnel, and all subcontractors. CES will inspect the work of all subcontractors

for compliance with the design documents and ECM intent, and will develop specific project

acceptance criteria, start-up and commissioning processes.

Product Independence

CES has no allegiances to any product or service vendors. This allows us to provide our client

with the best possible value for their investment.

Equipment Selection and Installation

CES selects equipment based upon several factors:

1. Quality of equipment

CES places great value upon selecting quality hardware that we know is going to serve

our client well. The client should be able to trust that we have seriously considered the

maintenance requirements, failure rates, and other reliability factors before choosing

equipment to install. CES will consult with suppliers and the client to maximize open

communication, with the goal to minimize dependence on "proprietary" devices and

software.

2. Cost of equipment

The overall financial picture is very important in energy performance projects; often

choices must be made weighing equipment types with the influence of that equipment

upon project value and payback periods. An option cannot be selected if it violates the

basic financial needs of the client.

3. Integration with overall energy conservation project

In sophisticated energy conservation programs, multiple measures will blend to create a

desired level of energy savings. If this desired effect could only be achieved using certain

equipment, this is obviously a factor that must be weighed in the overall scenario.

9

4. Client Preference

The bottom line in equipment selection is the client’s preference. CES will be pleased to

present our client with options including their preferred equipment, as well as potential

variation we feel would benefit the campus. In the end, CES will choose and install

equipment of the type wished by our customer.

Monitoring, Operations & Maintenance

CES approach to monitoring and maintenance will be done on a supervisory level. The control

of the buildings’ daily operation will remain in the hands of the client’s personnel. If there is an

equipment malfunction on any of the equipment installed with respect to this project CES will

fix the breakdown. Staff Training

Training is an integral part of this proposal. It is CES belief that training the staff that will

maintain the equipment empowers the client to deliver the energy savings. CES will develop a

comprehensive training program specifically tailored for the client’s operational personnel and

the ECMs installed. Training will be structured for both supervisory and field personnel. Each

ECM will have a class associated with it that is developed as a part of the commissioning process

and available on a continual basis.

It is our intention that by providing training to the facility staff, CES and the client’s personnel

will benefit in four general ways:

Safety will be enhanced.

The occupants will work in a better environment.

The staff will be trained throughout the contract term to provide the maintenance services

required.

The energy savings will be sustained over the contract term.

Financing

CES will propose financial strategy options for a project that provide our client with the greatest

possible financial return at the lowest possible financial rate. CES can structure the project so

that the savings achieved will pay for the project over the contract term. At the client’s option,

the financing could be a combination of cash, cash with lease, or lease purchase.

Project financing for a client will be custom tailored to meet your needs and the project scope.

CES will work with the institution’s financial officers to tailor the most advantageous financial

approach to the energy efficiency project. CES through its principals has arranged more than

$100 million in project financing for energy related projects, from $100,000 lighting retrofits to

$25 million integrated energy efficiency and capital improvement projects.

The funding options could include:

Third party Lease purchase, plus rebate buy-down

Cash buy-down and leasing

Off-balance sheet financing

10

In its role as a comprehensive Energy Services Company, CES has established business

relationships with many leasing companies for the provision of lease financing to our clients. If

a client chooses to use a third-party lease, Tatonka Capital Corporation, GE Capital Public

Finance, SunTrust Leasing Corporation, First Security Leasing, Inc., All American Investment

Group, LLC, Municipal Leasing Services, Inc., and others have all demonstrated their

willingness and capabilities to CES in providing lease financing for 3 to 18 year terms for

energy efficiency projects. If requested, CES will arrange lease financing for the client with any

of these vendors, or a vendor of its choice, under terms acceptable to you. In addition to the

conventional finance options mentioned above, CES has worked closely with current On Bill

Finance & CEC Loan Programs.

Our Principals, through their past experiences, have been successfully involved with the

infrastructure improvements in Energy Performance projects including:

Technologies Experience Summary

Boiler Improvements Over 70 boiler replacements including decentralization of dozens of Central Heating Plants

Chiller Improvements Over 50 chiller replacements (gas-fired absorption and engine driven chillers, centrifugal and reciprocating machines).

Energy Management and Control Systems:

Over $25 million of new, retrofit, upgrade or replacement with advanced systems

HVAC Over $100 million including new heating systems, upgrade of existing air handling systems, heating and air conditioning units

Lighting Improvements Over 35 million square feet of lighting retrofit and upgrades

Building Envelope Over $5 million of building envelope modifications including insulation and door and window replacement

Distribution Systems Over 10 miles of distribution systems. Includes major steam loop and condensate recovery systems, and natural gas distribution

Motors and Variable Speed Drives Thousands of premium efficiency motors and hundreds of variable speed drives

Co-Generation Tens of Co-Gen and Self -Gen projects

Renewable Energy Many solar hot water projects

MWs of PV system design and installation

Water Over 5,000 devices

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DESCRIPTION OF KEY PERSONNEL

Fred Ghahramani, President Compass Energy Solutions - Mr. Ghahramani’s 30 year plus

career has centered on energy contracting, consulting and engineering, while working for

several large utilities, utility consulting firms, and energy services companies. Prior to

founding Compass Energy Solutions, Mr. Ghahramani served as Vice President and General

Manager of Noresco, LLC where he managed the performance contracting business in the

Western Region. Before joining Noresco, Fred worked for Dominion Evantage, where he

was the Director of Business and Product Development; developing and deploying

innovative products and services such as performance contracting and energy asset

management to higher education, K-12, state and local government customers. Prior to

Evantage, he worked as Vice President of the Consulting Business Unit for A&C

Consultants, Inc., in San Francisco, where he provided consulting to utility and energy

companies nationally. Prior to that, he served over ten years with Pacific Gas and Electric

Company in several executive positions of increasing responsibility, focusing on research &

planning, engineering and marketing functions. Fred has played a major role in developing

and implementing over $500 million in performance contracting projects. Mr. Ghahramani

holds a B.S. in Civil Engineering with a structural option from New Mexico State University

and a Master of Business Administration from Golden Gate University.

Vance Williams, Vice President Business Development - Mr. Williams is responsible for

maintaining existing business and developing new client relationships. Prior to joining the

Company in July 2004, he worked with Noresco; where his duties, since 2001, included

developing and implementing a strategic business plan in performance contracting sales for

the state of higher education market. He was the top producing sales executive in the western

region. Previously, Mr. Williams worked as a Sr. Account Executive for Southern California

Edison Company, where he managed the key Southern California Major Account customer

base. Mr. Williams holds a B.A. in Business Administration from California State University

San Bernardino.

Phil Zubicki, Director of Operations – Mr. Zubicki is a versatile and creative professional

with proven expertise in project development, project and construction management. He has

demonstrated ability to develop and implement integrated energy projects and exceeding

customers’ expectations. His entrepreneurial background provides extensive knowledge of

complete business and technical cycles and commitment to excellence which produces

exceptional results. Greatest strengths demonstrated in challenging engineering and

construction situations that require broad range of skills with creative problem solving,

relationship building and persuasive communication in project development and

implementation. Philip has worked with large commercial construction entities and energy

efficiency technology incubators. He has demonstrated proven abilities in selecting,

negotiating and managing sub-contractors to implement complex energy projects coast to

coast. Philip has earned his BA in Business Management from Kent State University. He has

California B Contractor’s License and is a LEED Accredited Professional.

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Christopher Ziegler, Chief Financial Officer - Prior to co-founding Compass Energy

Services Inc., Mr. Ziegler served as General Manager of Evantage, Dominion’s Energy

Services division. Prior to his appointment as General Manager, Chris was a sales executive

on Wholesale Energy-Trading Floor for Virginia Power. Before joining Dominion, Mr.

Ziegler held numerous positions with a large multi-national industrial concern where his

positions included directing a sales and marketing team based in London, which had selling

responsibilities in Western Europe, the Middle East, and Africa. Mr. Ziegler holds a B.S. in

Accounting and Finance from Miami University and a Master of Business Administration

from Case Western Reserve University. Chris is a Certified Public Accountant.

Donald Fantz Sr. Project Developer - Mr. Fantz has over 30 years of experience as a

consulting engineer, energy engineer and performance contracting specialist. His energy

engineering experience begin in the 1980’s being employed by Pacific Gas and Electric

company (PG&E), where he was a trail blazer in customer energy efficiency and energy

conservation. While employed by PG&E, as an energy engineer and energy solutions

manager, he was involved with the largest Commercial, Industrial and Agricultural

customers in San Joaquin Valley and the Bay Area at that time. Mr. Fantz is known

nationally in the fields of refrigeration, air conditioning, heating, process design and in the

field of power generation and cogeneration (CHP.) Don is a licensed mechanical engineer

(PE) in California. Mr. Fantz is an alumnus of Freson State University (FSU). Mr. Fantz

holds a BS degree in Mechanical Engineering from Fresno State University and a Master

Degree in Engineering from University of Colorado. He has organized and conducted

training seminars in the field of energy conservation for Public Utilities and large

commercial and industrial customers. Mr. Fantz is well known as a guest speaker for various

technical societies on the subject of cogeneration, power generation, photovoltaic solar

power generation, absorption refrigeration and thermal energy storage among other energy

related topics.

Kevin Fantz, Energy Specialist- Mr. Fantz has over 25 years of experience in energy related

fields. His experience in energy management began in 1986 when he was a Flight Engineer

in the Air Force as an aviator on C-141 large cargo airlift airframes and has continued to the

present. He has been a small commercial energy surveyor for PG&E, an Energy Specialist

for P&P Engineering, Resource Manager at Lemoore Naval Air Station where he earned the

Federal Energy Management Program award, and commercial energy consultant. Mr. Fantz

has crafted many successful programs for both profit and non-profit organizations. These

include coordination of California State Grant programs, most notable the Fresno Chamber

of Commerce Energy Program, Irrigation District Energy Grants, and Federal Energy

Efficiency programs. Mr. Fantz has a BS in Management and Information Systems from

CSU at Fresno.

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CES DESCRIPTION OF FINANCIAL AND OPERATIONAL CAPACITY CES is a privately held company, financially solid, no debt and a generous line of credit with

SunTrust bank. CES enjoys $25 million payment and performance bond capabilities from

Travelers Surety of America. Because we are a privately held company, CES does not share

financial statements with the public.

CES DESCRIPTION OF FINANCIAL AND OPERATIONAL CAPACITY CES and its subcontractors shall carry the following insurance and comply with RFQ insurance

requirements. A certificate will be provided upon contract negotiations:

Workers comp in accordance with applicable law (Policy# 9103090)

Employer’s liability insurance of $2 million

Commercial General Liability of $2 million per occurrence and $2 million in the

aggregate

Professional Liability of $1 million per occurrence and $2 million in the aggregate

Automobile Liability of $1 million per accident

FUNDING EXPERTISE CES has proven experience and talent to facilitate all types of incentive & loan programs. We

have extensive experience with Utility-On Bill Financing, CEC Loan Program, Municipal loans,

EECBG grants, Utility rebate programs, Prop 39 Funds (Providing all documentation that

includes Investment Grade Audit and Measurement & Verification needed to secure Prop 39

funds) and the California Solar Initiative/Self Generation incentives. CES will negotiate the best

possible incentive on the Districts behalf.

CES has been involved in and followed the CALIFORNIA COMMUNITY COLLEGES BOARD OF

GOVERNORS CLIMATE CHANGE AND SUSTAINABILITY POLICY to achieve energy conservation

goals, build capital project sustainability and integrate physical plant energy efficiency and

environmental sustainability measures. To meet these goals we are expecting additional funding

being allocated to the CC’s statewide to achieve these goals. Our proposal and recommendations

will be focused on this goal to take advantage of this funding and any potential future allocations

for Sequoia CCD.

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ENERGY SAVINGS PROJECT EXPERIENCE

*PROJECT AWARD: CITY OF SANTA BARBARA CERTIFICATE OF SOLAR AWARD

Client: Santa Barbara City College

Location: Santa Barbara, CA

Utility Provider: SCE

Project Dates: August 2005 - Current

Total Project Cost: $10.6M

Energy Reduction & Solar PV

5000+ Interior & Exterior Lighting 2006

Stadium Lighting

Occupancy Sensor Controls

Upgraded Chillers and Boilers

EMS Non-Proprietary, Web Based System (Campus-wide)

LED Interior/Exterior Lighting 2016 (Campus-wide)

196 kW AC Solar Port System

Facility Type: Community College

Incentives: CSI $750,000

CCC/IOU Partnership Rebates $800,000

Annual kWh Savings: 4,603,342

Annual Therms Savings: 94,301

Annual Savings: $784,802

Financing: District energy funds, SCE OBF, CEC low interest loans, Proposition 39

funds, Reinvested SCE incentive funds

Technical Design Personnel: Vance Williams, Fred Ghahramani, Phil Zubicki, Rick Brown

References:

Julie Hendricks

Senior Director of Facilities, Planning & Campus Development

721 Cliff Dr.

Santa Barbara, CA 93109

[email protected]

805-893-4581


http://www.sbcc.edu/

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*PROJECT AWARD: CCC BOARD OF GOVERNORS ANNUAL ENERGY AND SUSTAINABILITY AWARD 2013

Client: Santa Monica College

Location: Santa Monica, CA

Project Dates: October 2012 – Current

Project Size: (1) Campus (1,070,017 OGSF )


List of Improvements Interior LED and fluorescent lighting

Exterior LED and CFL Lighting

LED Parking Lot Lighting

LED Interior retrofit


Retrofit 9 Boilers with condensing boilers

High efficiency motors and VFD’s

Campus wide Energy Management System (EMS) upgrade

Projected Annual kWh Savings: 4,678,500

Projected Annual Savings: $655,000

Estimated CCC/IOU Incentives: $700,000

Source of Funds: District Bond funding, Proposition 39 funding, CCC/IOU

Partnership Rebate, EE savings fund

*Compass Energy negotiated and secured the CCC/IOU Partnership Rebate on behalf of

Santa Monica College

Technical Design Personnel: Vance Williams, Fred Ghahramani, Phil Zubicki, Chad Clark,

Jerry Christensen, Jim McBroom

References:

Charlie Yen

Director of Facilities Planning

1900 Pico Blvd

Santa Monica, CA 90405

310-434-3002

[email protected]

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*PALOMAR COLLEGE WAS RECOGNIZED STATEWIDE FOR “BEST OVERALL

DISTRICT-MEDIUM” IN THE CCCCO ANNUAL EXCELLENCE IN ENERGY AND SUSTAINABILITY AWARD COMPETITION.

Client: Palomar CCD

Location: San Marcos, CA

Project Dates: January 2014 – Current

Project Size: (4) Campuses (1,107,123 OGSF)


List of Improvements: LED Interior/ Exterior/Parking lot Lighting District wide

State of the Art, Title 24 Occupancy Sensor Controls

Installation of EE RTU units

Campus wide Energy Management System (EMS) upgrade

216 kW AC covered parking and rooftop Photovoltaic system

620 kW AC covered parking Photovoltaic system (SEC)

439 kW AC covered parking Photovoltaic system (Main Campus)

161 kW AC covered parking Photovoltaic system (NEC)



Estimated CCC/IOU Incentives: $600,000

Contract Terms: Design/Build by Compass Energy Solutions

Source of Funds: 0% SDGE On Bill Financing

CCC/IOU Partnership Rebate – EE savings fund

Proposition 39 Funding

District funding

*Compass Energy negotiated to secure the OBF and Partnership Rebate on behalf of

Palomar CCD to cover the balance remaining after Proposition 39 funding.

Technical Design Personnel: Vance Williams, Fred Ghahramani, Phil Zubicki, Rick Brown,

Ken Riley, Brandon Reed, Jason Smith

References:

Chris Miller

Director, Facilities

Phone: (760) 744-1150 ext. 2629

email: [email protected]


http://www.palomar.edu/

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*PROJECT AWARD: CCC BOARD OF GOVERNORS ANNUAL ENERGY AND SUSTAINABILITY AWARD 2013 & 2019

Client: Victor Valley College

Location: Victor Valley, CA

Project Dates: May 2010 – Current

Project Size: (2) Campus (541,611 OGSF)


List of Improvements: Exterior Lighting/Parking Lot Lighting – Fluorescent 2011


Replaced HVAC Equipment and tie to existing Central Plant

Upgraded EMS to Non-Proprietary, Web Based System

VFD and zone modification with controls

193kW AC Solar covered parking system

LED Exterior lighting 2016

Upgrade Central Plant boilers



CCC/IOU and CSI Incentives: $693,330

Contract Terms: Design/Build

Source of Funds: District Funds, Proposition 39 funds, EE savings fund

*Compass Energy negotiated and secured the Partnership Rebate on behalf of

Victor Valley College

Technical Design Personnel: Vance Williams, Fred Ghahramani, Irwin Weingarten, Rick

Brown, Larry Calafiore

Project Schedule: Completed on Schedule

References:

Steve Garcia

Executive Director Facilities & Construction

(760) 245-4271 x 2250

[email protected]


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Client: Mt. San Jacinto CCD

Location: San Jacinto, CA

Project Dates: May –November 2011

Project Size: District Wide (2) Campuses (458,606 OGSF)


List of Improvements: Interior & Exterior Lighting

Parking Lot Lighting




Actual Annual kWh Savings: 1,475,000

Actual Annual Savings: $221,250


Source of Funds: $1,158,459 0% SCE On Bill Financing

$ 323,639 CCC/IOU Partnership Rebate

*Compass Energy negotiated and secured the OBF and Partnership Rebate on behalf of

Mt San Jacinto CCD to cover $1,482,098 of $1.6M project and MSJC began receiving over

$221,000 annually, improved their light quality and output and lowered maintenance costs.

Technical Design Personnel: Vance Williams, Fred Ghahramani, Irwin Weingarten, Rick

Brown


References:

Roger Schultz

Superintendent/ President

951-487-3002

[email protected]


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Client: Santa Clarita CCD – College of the Canyons

Location: Santa Clarita, CA

Project Dates: February 2006 – June 2008


List of Improvements: Turn- key development, design and construction of three (3)

Central Plants and Cogeneration. Cooling towers, VFD’s and

Energy Management System.

Projected Annual kWh Savings: kWh and Therm savings were realized through a number of

energy conservation measures and was incentivized from various utility programs totally

$1,200,000 incentives through CCC/IOU and SGIP program.

Contract Terms: CES developed basis for design and collaborated with KBZ Architects and

their design team to deliver State of the Art Central Plants.

Source of Funds: Local Bond and CCC/IOU partnership and SGIP rebates.

Technical Design Personnel: Vance Williams, Fred Ghahramani, Mark Humphrey, Gilbert

Garcia, A.Y. Ahmed, David Dudley


References:

Jim Schrage

Assistant Superintendent/VP, Facilities Planning, Operations & Construction, Facilities

661-362-3222

[email protected]

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Client: Yuba CCD

Location: Marysville, CA

Project Dates: January – June 2013

Project Size: District Wide (3) Campuses 521,937sq/ft


List of Improvements BMS Controls

LED Exterior Lighting

Projected Annual kWh Savings: 990,806



Source of Funds: $932,000 1% CEC Loan

$129,556 CCC/IOU Partnership Rebate

$1,238,444 Cash

*Compass Energy negotiated and secured the 1% CEC Loan and Partnership Rebate on behalf of

Yuba CCD

Technical Design Personnel: Johnny Mattice, Fred Ghahramani, Irwin Weingarten, Rick

Brown


References:

David L. Willis, MBA

District Director of Facilities Planning, Maintenance, and Operations

425 Plumas Blvd, Suite 200, Room 216

Yuba City, CA 95991

Cell: (916) 747-4262

Email: [email protected]


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Client: City of Clovis

Location: Clovis, CA

Project Dates February 2010 - Current

Project Size: (10) Buildings 265,000 sq/ft


List of Improvements: Citywide Interior & Exterior Lighting Retrofits w/Controls

Citywide HVAC - Boiler & Chiller Replacements

PC Power Management

Solar Photovoltaic – Multiple sites totaling 1.2MW AC




Source of Funds: EECBG Grant, CEC loan, Municipal loan, Utility on bill financing, CSI,

Utility incentives

*Compass Energy negotiated and secured the EECBG Grant, Municipality Loans, 1% CEC Loan, CSI &

PG&E Rebates on behalf of the City of Clovis

Technical Design Personnel: Johnny Mattice, Fred Ghahramani, Irwin Weingarten, Vance Williams,

Mike Baxter, Rick Brown, Phil Zubicki


References:

Larry Louie (Retired)

General Services Supervisor

(559) 324-2705

[email protected]


http://www.ci.clovis.ca.us/

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Client: Clovis Veterans Memorial District

Location: Clovis, CA

Project Dates: April - November 2010

Project Size: 35,000 sq/ft


List of Improvements

83 tons of HVAC Replacement

EMS Upgrade to Non-Proprietary, Web Based

125 kW AC Solar Rooftop System

Projected Annual kWh Savings: 298,000



Source of Funds: District Funds

$192,000 CSI

Technical Design Personnel: Fred Ghahramani, Irwin Weingarten, Johnny Mattice


References:

Bruce Thiesen (Retired)

Manager

(559) 299-0471

[email protected]


http://www.cvmdistrict.org/index.php

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ADDITIONAL BENEFITS AND CUSTOMER TESTIMONIALS By implementing prioritized ECM’s our customers will benefit financial gain while contributing

to improving the environment. CES has contributed to creating thousands of jobs through its

inception. Please see the customer testimonials below and the examples of emission reduction in

the State of California:

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INVESTMENT GRADE AUDIT (IGA) PRICING PROPOSAL Compass Energy Solutions provides a fully integrated, turn-key solution, from inception to conclusion. However; if requested for an Investment Grade Audit (IGA), our rate is $.015/square foot - $.10/square foot depending on the Energy Conservation Measure (ECM). If projects are implemented by CES, there will be no cost for the IGA. We strongly recommend using a single ESCO that conducts and provides the IGA and implements the project, as this approach will eliminate any finger pointing and potential design vs. delivery problems, dispute and cost overrun.

NOTICE TO BIDDERS: DISTRICT Sequoias Community College District PROJECT NAME Architectural Services DEADLINE Thursday, March 26, 2020 at 2:00PM NOTICE IS HEREBY GIVEN that Sequoia Community College District, a California Community College District, acting by and through its Board of Trustees, hereinafter the “District”, is inviting sealed Qualifications, including in-depth supporting material for the solicitation of Energy Conservation & Efficiency Services. The intent of this Request for Qualifications is to identify qualified firm(s) that can provide the DISTRICT with energy efficiency services for the design and construction phases of various capital construction projects. LOCATION FOR OBTAINING BID AND CONTRACT DOCUMENTS RFQ documents are available by request in person or online at the addresses listed below. Bids shall be made on forms and be in accordance with bid conditions and specifications prepared by the District. Firms are responsible for confirmation that they have viewed all addenda prior to the RFQ deadline and will be required to acknowledge addenda in their submittal. College of the Sequoias – Visalia Campus Sequoia Building – Room 2 (North Wing) 915 S. Mooney Blvd. Visalia, CA 93277 https://www.cos.edu/en-us/administration/admin-staff-support/purchasing-and-business-services Bids will be accepted on or before 2:00pm on Thursday, March 26, 2020. Bids must be submitted in a sealed envelope and marked “RFQ -1536 Energy Conservation & Energy Efficiency Services” and must be mailed or hand delivered to:

College of the Sequoias – Visalia Campus 915 S. Mooney Blvd. Sequoia Building, Room 2 (North Wing) Visalia, California 93277 (559) 730-3765 [email protected] *Parking permit required to park on District property and may be purchased on site. Please plan accordingly


The District reserves the right to negotiate terms and conditions as necessary, to reject any or all proposals or to waive any irregularities or informalities in any proposals and to be the sole judge of merit and suitability of services proposed.

RFQ 1536 – Energy Conservation & Energy Efficiency Services Page 1 of 12 Sequoias Community College District

Request for Qualifications RFQ-1536

Sequoias Community College District

Energy Conservation & Energy Efficiency Services

RFQ Due Date: March 26, 2020

Sequoias Community College District Purchasing & Business Services

915 S. Mooney Blvd. Visalia, CA 93277


NOTICE TO BIDDERS: DISTRICT Sequoias Community College District PROJECT NAME Energy Conservation & Energy Efficiency Services DEADLINE Thursday, March 26, 2020 at 2:00PM NOTICE IS HEREBY GIVEN that Sequoia Community College District, a California Community College District, acting by and through its Board of Trustees, hereinafter the “District”, is inviting sealed Qualifications, including in-depth supporting material for the solicitation of Energy Conservation & Efficiency Services. The intent of this Request for Qualifications is to identify qualified firm(s) that can provide the DISTRICT with energy efficiency services for the design and construction phases of various capital construction projects. LOCATION FOR OBTAINING BID AND CONTRACT DOCUMENTS RFQ documents are available by request in person or online at the addresses listed below. Bids shall be made on forms and be in accordance with bid conditions and specifications prepared by the District. Firms are responsible for confirmation that they have viewed all addenda prior to the RFQ deadline and will be required to acknowledge addenda in their submittal. College of the Sequoias – Visalia Campus Sequoia Building – Room 2 (North Wing) 915 S. Mooney Blvd. Visalia, CA 93277 https://www.cos.edu/en-us/administration/admin-staff-support/purchasing- and-business-services Bids will be accepted on or before 2:00pm on Thursday, March 26, 2020. Bids must be submitted in a sealed envelope and marked “RFQ -1536 Energy Conservation & Energy Efficiency Services” and must be mailed or hand delivered to:

College of the Sequoias – Visalia Campus 915 S. Mooney Blvd. Sequoia Building, Room 2 (North Wing) Visalia, California 93277 (559) 730-3765 [email protected] *Parking permit required to park on District property and may be purchased on site. Please plan accordingly

The District reserves the right to negotiate terms and conditions as necessary, to reject any or all proposals or to waive any irregularities or informalities in any proposals and to be the sole judge of merit and suitability of services proposed.



Refer questions regarding this RFQ in writing to: Ashley Collins, Purchasing Manager, College of the Sequoias, [email protected], or (559) 730-3765. SEQUOIAS COMMUNITY COLLEGE DISTRICT Publication Dates: March 3, 10, 2020 ad#



TABLE OF CONTENTS

1.0 INTRODUCTION 1.1 Notice to Bidders ........................................................................................................ 2 1.1 Purpose of Request .................................................................................................... 5 1.2 Background ................................................................................................................ 5 1.3 Intent .......................................................................................................................... 5 1.4 Qualifications .............................................................................................................. 6 1.5 Services Requested .................................................................................................... 6 1.6 Responses to RFQ ..................................................................................................... 7 1.7 Request for Information (RFI) ..................................................................................... 7 2.0 TERMS AND CONDITIONS 2.1 Timeline ...................................................................................................................... 7 2.2 RFQ Submittals .......................................................................................................... 8 2.3 Acceptance ................................................................................................................. 8 2.4 Award of Contract ....................................................................................................... 8 2.5 Submittal Requirements .............................................................................................. 9 2.6 Response Format and Comments ............................................................................ 11 2.7 Evaluation of Proposals ............................................................................................ 11 2.8 Reservation of Rights................................................................................................ 11 2.9 Map .......................................................................................................................... 12


REQUEST FOR QUALIFICATIONS (RFQ) FOR

SELECTION OF ENERGY CONSERVATION & ENERGY EFFICIENCY SERVICES

1. INTRODUCTION

1.1 Purpose Of Request The Sequoias Community College District (District), acting by and through its Governing Board, is seeking submittals of qualifications (SOQ) from interested firms, partnerships, corporations, associations, or professional organizations capable of providing a “turn-key” (application through project close out) solution, which would include designing and implementing energy conservation, energy efficiency, and energy related capital improvement services as described within this Request for Qualifications (RFQ). The District expects major reduction in energy usage and annual utility costs through the implementation of these services. It is the District’s intent to enter into an agreement with the successful firm to conduct all services required for the maximum use of available funds. This includes support in developing bidding, and awarding contract(s) to implement cost-effective energy retrofits.

1.2 Background

College of the Sequoias is a two-year California community college offering educational and enrichment programs for the residents of its district in Tulare and Kings counties. The college was established in 1926 and moved to its current 62-acre main campus in Visalia in 1940. The District is located 40 miles south of the city of Fresno and 60 miles north of Bakersfield. The District enrolls approximately 12,000 students each year between its main campus in the city of Visalia and Education Centers located in Tulare and Hanford. The District provides students the choice of over 200 associate degree and certificate programs, to complete the first two years of a bachelor’s degree, or enjoy personal enrichment classes for lifelong learning

In addition to the campus in Visalia, COS operates a full-service center in Hanford that is also home to the college's police and fire academies. The Sequoias District opened The Tulare College Center in January 2013. It is a full-service college center and the home of COS' agriculture programs.

Over the past 5 years the District has recently installed two Solar Energy systems, completed a campus-wide lighting retrofit, and performed various HVAC replacements on the main campus in Visalia. 1.3 Intent Sequoias Community College District desires to pursue a district-wide, design-build energy conservation program including an initial audit of all buildings, identification of Energy Conservation measures(ECMs as defined in Government Code Section 4217.11 that would be cost-effective and subject to award of one or more agreements in pursuant to Government code Sections 4217.10 through 4217.18. This Request for


Qualifications (RFQ) provides information about the program and outlines the respective requirements. 1.4 Qualifications The District may award a contract to the Energy Services Company (Provider) that, in its sole opinion, is the most capable of providing the range of services described in the RFQ, and in the long-term best interest of the District. To be considered for this project a Provider must demonstrate knowledge and experience in similar projects including the following:

Adequate financial resources to support the range of alternatives anticipated. California Community Colleges that can attest to the quality of the Provider’s

past work. An established record of technical performance on typical projects within

California. A proven record of on-time and on-budget performance. Excellent safety record. Established records of the Provider’s ability to perform the work. Credentialed, trained, and knowledgeable staff. Competent management support at all levels. Ability to effectively communicate with the District’s governing board,

administration, staff, students, and community, as needed. Project development plan including financial analysis Training of occupants Assisting in securing available rebates

The District reserves the right to investigate the qualification of all Providers under consideration and to confirm any part of the information furnished, or to require other evidence of managerial, financial, or technical capabilities that are considered necessary for the successful performance of the possible energy design-build services. 1.5 Services Requested The District is interested in the identification, engineering, design, installation, training, maintenance, and funding of approved Energy Conservation Measures (ECMs) for all its facilities. Upon selection, the Provider shall perform Energy Audits on a project-by-project basis as required by the District guidelines of the specified facilities. The following technologies and/or energy management approaches serve as examples of solutions to be considered under this RFQ:

Energy management and control systems Lighting replacements and retrofits Motion sensors Day lighting HVAC replacements/upgrades/modifications/commissioning Variable speed drives High efficiency motors Alternative energy sources, such as photovoltaic


Other energy conservation measures proposed by Provider may also be considered. All equipment provided by the Provider for this program shall have a history of successful operating experience in similar installations and shall be in new, unused condition. This equipment shall be current technology with readily available replacement parts. All equipment/fixtures used for this program shall be approved by the District prior to installation. 1.6 Responses to RFQ Sealed responses to this RFQ must be clearly marked “Energy Conservation & Energy Efficiency Services”. Responses must be addressed to Ashley Collins, Purchasing & Business Services, and mailed or otherwise delivered or hand-carried to the office of Purchasing & Business Services, located at the following address:

Ashley Collins Purchasing & Business Services

Sequoia Building, Payroll 2 915 S. Mooney Blvd.

Visalia, CA 93277 1.7 Requests for Information (RFI) Requests for Information concerning the RFQ must be in writing and may be submitted via e-mail no later than the date shown below. Please direct all questions to Ashley Collins at [email protected]. Following the RFI deadline, all questions and answers will be summarized and posted on the District’s website https://www.cos.edu/en-us/administration/admin-staff-support/purchasing-and-business-services under RFQ-1536: Energy Conservation & Energy Efficiency Services.

It is anticipated that responses to inquires received by the required time and date will be provided by the close of business on March 23, 2020 and will posted on the District’s website (https://www.cos.edu/en-us/administration/admin-staff-support/purchasing-and-business-services). Should more time be needed by the District to answer / respond to RFIs, this information will also be posted on the above website.

2.0 TERMS AND CONDITIONS

2.1 Timeline

Date

Event

March 3, 2020 Release of Request for Qualifications

March 19, 2020 Request for Information (RFI) deadline


https://www.cos.edu/en-us/administration/admin-staff-support/purchasing-and-business-services





March 23, 2020 Addendum, in any, issued.

March 26, 2020 by 2:00 PM Deadline for receipt of proposal

March 31-April 3, 2020 Possible interviews, TBD

The District reserves the right to alter or amend the above timetable as required to conclude the process to the District’s satisfaction.

2.2 RFQ Submittals

Deadline for submission is 2:00 p.m., Thursday, March 26, 2020. SOQs received after the deadline will not be opened. Each responder shall submit one (1) signed original, three (3) additional copies along with a CD or thumb drive containing their submittal in electronic format (MS Word or pdf). Submittals shall contain no more than thirty (30) pages single-sided or fifteen (15) pages double sided, excluding the cover letter, table of contents, front and back covers, resumes and tabs. Product cut sheets included as an Appendix (if any) will not be counted in the 30 page limit. Submittals containing more than the stated page limitation may not be considered.

All submittals become the sole property of the District and the content will be held confidential until the selection of the firm is made. Any proprietary information must be designated clearly and should be bound separately and labeled with the words “PROPRIETARY INFORMATION”. An entire submittal marked as such will not be accepted.

2.3 Acceptance

Proposals shall not be opened publicly.

Upon review and approval of the evaluation committee's recommendation for award, Sequoias Community College District will issue a "Notice of Intent to Award" letter to the apparent successful Responder.

The District will also notify all unsuccessful Responders as to the outcome of the evaluation process.

2.4 Award of Contract

A. The Contract will be awarded to the most responsible and responsive proposer whose proposal, conforming to the Request, will be most advantageous to the District for an initial contract period of two years and may renew for successive one-year renewal terms (up to a maximum of five (5) years), upon mutual agreement by both parties.

B. The District reserves the right to enter into an Agreement without further

discussion of the proposal submitted based on the initial offers received.

C. The District reserves the right to reject any or all proposals or any part of the


proposal and to waive informalities and minor irregularities in the proposals received.

D. The RFQ, its addendums, and the proposal of the selected Contractor will become part of any contract initiated by the District.

F. In no event shall a proposer submit its own standard contract terms and conditions as a response to this RFQ. The terms of any contract may be negotiated as part of the negotiation process with the exception of contract provisions that are nonnegotiable.

G. A formal contract shall be signed by the successful proposer and Sequoias Community College District to perform this service.

H. The District reserves the right to enter into discussions with any one or all of the Responders after SOQs have been initially reviewed. Such responses shall be subject to all provisions, terms and conditions as set forth in the RFQ, unless otherwise modified.

I. If the contract negotiation period exceeds 30 days or if the selected Responder fails to sign the contract within seven calendar days of delivery of it, the District may elect to cancel the award and award the contract to the next highest-ranked Responder.

J. Award shall be made to the Responder whose submittal, conforming to the RFQ, will be the most advantageous to the District after consideration of price and other factors.

K. The District intends to award to a single Responder.

2.5 Submittal Requirements

The submitting firms must have demonstrated technical and managerial capability across a broad range of energy, analysis, design, construction, funding, operations, and maintenance areas. The District will consider the following background and experience factors in the evaluation of all submittals:

A. Describe your firm’s approach to managing projects locally. If this project is to be by a different office location, provide the location of the office(s), area of responsibility, and the division of duties. B. Describe your firm’s safety program. Include proof of your firm’s safety Experience Modification Rating (EMR) or equivalent. C. Describe your firm’s approach to developing a scope of work for the project. How are the various components of a project prioritized and evaluated? D. Describe in detail your firm’s methodology for calculating energy cost saving.


E. Describe your firm’s experience with various project delivery methods. Address the areas that are self-performed, sub-contracted, team delivered, etc. The following areas must be addressed: design, engineering, procurement, and installation. F. Provide a step-by-step description of typical project implementation and the

specifications of a typical energy project. G. Describe the qualifications and relevant energy project experience of the Provider, its team, and its staff. Include a clear description of your firm’s proposed team with names, resumes, and project responsibilities. H. Describe your firm’s financial capacity to handle the project. Include company bond rating, bond limits, and evidence of insurability. I. Describe your firm’s expertise in applying/securing funding for energy conservation/efficiency infrastructure improvements for CA K-12, Community College, UC system clients. J. Describe any unique capabilities of the Provider that would be useful to the specific needs of the District/project. K. Provide a description of your firm’s commitment to and experience with obtaining OPSC Project Closure stats, as well as experience with DSA, for public school projects. L. Provide names and contact information for five (5) Energy Conservation

Design/Build or Design/Bid/Build reference for projects in California public schools in which your firm was the Engineer of Record (either as prime or sub consultant). Provide a brief description of the work performed for these clients.

M. Provide a brief description of your firm’s ability to provide remote monitoring of equipment and utility meter. Describe your firm’s stance on open platform vs. proprietary technology for EMS and control-related systems. N. Is or has your firm been a party to suits, claims, or similar actions related to: 1. Construction claims relating to performance or delay. 2. OSHA, labor relations, or similar issues affecting the process of the work. 3. California State Contractor License suspensions or code violations.

4. If “yes” to any of the above, provide an acknowledgement letter stating summary and current status of the issue signed by an officer of the company under a separate attachment to the response to this RFQ.

O. Provide a draft scope of work and pricing for the Energy Audit.


2.6 Response Format and Comments

A Statement of Qualifications (SOQ) should be prepared in a way that provides a straightforward and concise description of the respondent’s capabilities to satisfy the requirements of the project. Emphasis should be placed on completeness and clarity of content. All submittal requirements listed above should be addressed in full. The Provider shall describe any relationships with manufacturers of proposed

energy equipment, including those manufactured by the respondent or listed subcontractors. The Provider shall describe any relationships with the organizations providing training, if not provided by the Provider.

Responder shall furnish one original and 3 copies of the submittal. All materials submitted in response to the RFQ shall be on 8-1/2”x11” paper, preferably in portrait orientation. All submitted materials must be bound in either a three-ring binder or spiral bound notebook. Content shall be tabbed and numbered per the items included in the Submittal Requirements. All SOQs will be reviewed and evaluated by a District Selection Committee. The District at its sole discretion may interview finalists, or select a firm or firms to perform work based solely on the evaluation of the SOQ.

2.7 Evaluation of Proposals Responders will be evaluated and preference given to those that illustrate demonstrated range of services, innovative approaches, technical and contractual solutions, additional services, and flexibility developing and implementing successful projects. The District shall be the sole judge of the qualifications and services to be offered and its decision shall be final. Interviews and discussion may be conducted with respondents who submit qualifications determined to be reasonably acceptable of being selected for award.

2.8 Reservation of Rights The District reserves the right to: Reject any or all submittals at its sole discretions. Cancel the Request for Qualifications (RFQ). Modify any requirements contained within the RFQ and request a revised

submission from all Providers. Establish other evaluation criteria determined to be in the best interest of the

District. Contract with any of the firms responding to the RFQ based solely upon its

judgment of the qualifications and capabilities of the firm.

This RFQ does not commit the District to negotiate a contract. The District will not be responsible for any expenses incurred by any firm in preparing and submitting a proposal or response to this RFQ.


2.9 Map The location for RFQ submittals is marked with a red “X” on the map below.

X

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Sequoias Community College District Business Services - Purchasing Office

915 S. Mooney Blvd. | Visalia, CA 93277 559-730-3765 | [email protected]

ADDENDUM No. 1 PROJECT: Energy Conservation & Energy Efficiency Services

BID NO.: RFQ No. 1536

Notice to Bidders on the Above Project:

This addendum consists of: Bid Clarifications

Question #1. Given recent closures due to COVID-19, which could affect delivery services such as FedEx in the coming days, would the District accept electronic submissions via email instead of hard copies?

Answer# 1. Given the extenuating circumstances during this uncertain time, the District will allow for electronic submittals. The original hard copies will still be required, in addition to your electronic submittal and need to be mailed to the address provided in the RFQ.

Any and all electronic submittals will still be required to meet the deadline and specifications as outlined in Section 2.2 RFQ Submittals:

RFQ Submittals Deadline for submission is 2:00 p.m., Thursday, March 26, 2020. SOQs received after the deadline will not be opened. Each responder shall submit one (1) signed original, three (3) additional copies along with a CD or thumb drive containing their submittal in electronic format (MS Word or pdf). Submittals shall contain no more than thirty (30) pages single-sided or fifteen (15) pages double sided, excluding the cover letter, table of contents, front and back covers, resumes and tabs. Product cut sheets included as an Appendix (if any) will not be counted in the 30 page limit. Submittals containing more than the stated page limitation may not be considered.

All other terms and conditions remain the same.

______________________________________ ______________________ Ashley Collins, Purchasing Manager Date

3/17/2020

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Sequoias Community College District Business Services - Purchasing Office





This addendum consists of: Bid Clarifications

Question #1. There is no opportunity to talk to facilities management staff being offered regarding this RFQ. It is managed by purchasing with responses to written questions, so there is no opportunity to research what the facilities team’s needs are and tailor our response to those needs by providing references for similar offerings, project scopes and skill sets. You will see that Porterville offered contact with their facility director and even offered site walks. Neither were offered at COS. Understanding the impracticality of a site visit at present, we would like an opportunity to walk the sites at a later date to ask the appropriate questions and survey the building systems prior to submitting a response. Can this opportunity be afforded?

Answer# 1. Our District is not offering any opportunities to walk our site or discuss with facilities. Any questions directed to our facilities department can be answer through our RFI process and deadline.

Question # 2: The scoring section has been entirely eliminated. If you look at Page 5 of the Porterville USD RFQ there is weighting for four aspects totaling 100 points. The COS document has included Section 2.7 on page 11, which basically indicates the District will pick a company they like without a scoring process and maybe without an interview process either. Section 2.4B of the COS document also says that the District has the “right to entire into an agreement without further discussion of the proposal submitted based on the initial offers received”. May we know the make up of the selection committee and how they intend to evaluate the various responders?

Answer# 2. The makeup of the selection committee will not be provided at this time. Evaluation criteria’s are listed in Section 2.7 on page 11.

Questions #3: Section 1.5 Services Requested is very close to the language in the Porterville RFQ; however, the language regarding “(must be “open platform” and not proprietary)” contained on page 3 of the Porterville USD RFQ has been eliminated in the COS version. Most of the industry has moved away from this old way of doing things, as proprietary equipment and controls manufacturers that have not embraced the open platforms require maintenance and service of their equipment by them without competition. All of our systems can be serviced by many companies, leading to much better pricing and accountability long term for COS. Is there a reason why COS would consider proprietary equipment or controls? Would a company offering non-proprietary systems be viewed more favorably?

Answer# 3. The RFQ the Sequoias Community College District (RFQ #1536) posted has no ties to the Porterville RFQ you are referencing. In Section 1.5 of Services Requested, the technologies listed were given as examples, followed by “other energy conservation measures proposed by Provider

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may also be considered”. The District wants to hear about the systems that will provide energy efficiency & savings to the District, whether proprietary or non-proprietary.

Questions #4: According to the addendum, an original copy with a wet signature is still required. This would require us to travel to our office and coordinate with our authorized signatory to comply. Given the governor’s order to stay at home, and the desire to abide by all legislative orders, would an electronic signature on the cover letter be acceptable in place of a wet signature on the original?

Answer#4: Due to the circumstances, the District will accept an electronic signature. The electronic copy will still need to be received by the deadline date and time.



3/23/2020

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Sequoias Community College DistrictBusiness Services - Purchasing Office





This addendum consists of: Interview Date Changes

The original RFQ had tentative dates for possible interviews listed as March 31 – April 3,2020.

We would like to notify all respondents that we have altered our interview dates to the

timeline listed below due to COVID-19 and the District transitioning to a remote working

environment.

Top-rated respondents will be contacted with an interview date and time via the RFQ

submittal email & phone number provided prior to the deadline. All interviews will be held

via phone or video conferencing with a panel from the District.

Tentative Interview Dates: April 20th – April 24th

It is the intent to present our final Energy Service Provider selection to Board of Trustees on

Monday, May 11th, 2020.

More information and instructions on conference accessibility will be provided when your interview date is confirmed.



4/6/2020

Documents

APPROVAL OF RFQ ENERGY CONSERVATION AND 5 ENERGY ... · sustainable and safe learning environments. Together the resolution and policy acknowledge the urgency of climate change and