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energy assessment guide for commercial buildings - ECO-III

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ENERGY ASSESSMENT GUIDE FOR COMMERCIAL BUILDINGS<br />

2.7 Request For Proposal<br />

The Request <strong>for</strong> Proposal (RFP) is the process by<br />

which the building owner solicits proposals from<br />

the short listed companies selected through the<br />

EOI. The proposals will be evaluated to determine<br />

which firm will be hired <strong>for</strong> the <strong>energy</strong> <strong>assessment</strong><br />

project. Short listed companies will be invited to<br />

submit proposals based on pre-defined criteria<br />

provided by the owner. The successful bidder is<br />

selected through a competitive bidding process<br />

utilizing both technical and financial criteria <strong>for</strong><br />

the basis of selection.<br />

2.7.1<br />

Scope of the RFP<br />

Development of the RFP is a critical step <strong>for</strong> the<br />

building owner as they must communicate clearly<br />

to the prospective firms the requirements of the<br />

<strong>assessment</strong>. The owner must include a clear and<br />

concise detailing of the work to be done and<br />

reports to be provided [BEE, www.bee-india.nic.<br />

in]. An RFP should begin with the background of<br />

the project, giving a brief description of building<br />

history and use, reason <strong>for</strong> undertaking an<br />

<strong>assessment</strong> and overall expected outcomes. This<br />

should be followed by the facility location and<br />

general in<strong>for</strong>mation on the <strong>buildings</strong> to be <strong>energy</strong><br />

assessed, such as building area and facility use.<br />

Next, the scope of work should give an overall<br />

framework of the project.<br />

Expanding on the scope of work, detailed<br />

instructions on the tasks to be undertaken as a<br />

part of the <strong>assessment</strong> should be listed, including<br />

any special analysis and the <strong>assessment</strong> <strong>for</strong>mat,<br />

such as [ASHRAE 2004]:<br />

•• At least two years’ worth of utility bills<br />

be collected and the data be recorded in a<br />

specified <strong>for</strong>mat <strong>for</strong> benchmarking purposes.<br />

•• A clear graphical presentation of annual<br />

utilities consumption and cost data should<br />

be constructed <strong>for</strong> presentation in the<br />

introduction of all <strong>assessment</strong> reports.<br />

•• An inventory of all <strong>energy</strong>-using equipment,<br />

including the capacity and rated consumption<br />

data <strong>for</strong> each, should be developed.<br />

•• Methods of measurement and systems<br />

requiring special focus to be specified if<br />

required.<br />

•• Service levels that are desired should be listed<br />

if know.<br />

This section should describe the level of<br />

<strong>assessment</strong> to be undertaken and basic audit<br />

protocols to be followed.<br />

The RFP should list the required deliverables<br />

from the <strong>assessment</strong>. This may include preliminary<br />

list of projects, draft and final <strong>energy</strong> reports, or<br />

preparation of per<strong>for</strong>mance specifications. This<br />

is the section where the specific contents required<br />

in the <strong>assessment</strong> report should be detailed. A<br />

schedule <strong>for</strong> the <strong>energy</strong> <strong>assessment</strong> should be set<br />

by the building owner, including start date <strong>for</strong><br />

<strong>assessment</strong>, and due dates <strong>for</strong> deliverables.<br />

The roles and responsibilities of all involved<br />

parties need to be clearly stated in the RFP and<br />

award process. This can include the role of the<br />

building owner, Energy Efficiency Committee,<br />

auditor/ consultant or ESCO awarded the<br />

work, sub-contractors, financing agencies or any<br />

other outside parties who will play a role in the<br />

project. The members of the Energy Efficiency<br />

Committee should be set out, designating staff<br />

positions to be represented on the committee.<br />

The building owner carries the additional<br />

responsibility of ensuring the full cooperation of<br />

all staff during the <strong>assessment</strong> process.<br />

The RFP should include detailed instructions<br />

to the bidders regarding the <strong>for</strong>mat of responses<br />

that will be accepted, and the deadlines. The<br />

Energy Efficiency Committee may choose to use<br />

a standard <strong>for</strong>m to be completed by the bidders<br />

to assist in their comparison of responses.<br />

Requiring a site visit that ensures a higher quality<br />

of submissions as the bidders will have a better<br />

15

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