Project 2570 RFP Energy Audit Facilities Assessment and Feasibility Study

Agency:	Brown County
State:	Wisconsin
Type of Government:	State & Local
NAICS Category:	541330 - Engineering Services 541611 - Administrative Management and General Management Consulting Services 541690 - Other Scientific and Technical Consulting Services
Posted Date:	Feb 27, 2023
Due Date:	Mar 24, 2023
Solicitation No:	Project 2570
Bid Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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Energy Audit / Facilities Assessment and Feasibility Study; Project #2570

Request for Proposal (RFP)

For

Brown County

Energy Audit / Facilities Assessment and

Feasibility Study

Project # 2570

Publish Date: February 27, 2023

Response

Deadline:

March 24, 2023

3:00 PM

CST

To:

Brown County Purchasing Department

Table of Contents

Energy Audit / Facilities Assessment and Feasibility Study; Project #2570

Project # 2570 ..................................................................................................................................................................................................1

RFP PROJECT DETAILS ..................................................................................................................................................................................3

1. General ............................................................................................................................................................................... 3

2. Contract Terms ................................................................................................................................................................... 3

3. RFP Tentative Project Timeline........................................................................................................................................... 3

4. RFP Mandatory Site Visit: No Site Visit ............................................................................................................................... 3

5. RFP Questions Due: March 14, 2023, at 3:00 PM............................................................................................................... 4

6. RFP Questions & Answers Publish Date: March 16, 2023, at 3:00 PM............................................................................... 4

7. RFP Due Date & Delivery Address Details: March 24, 2023, at 3:00 PM ............................................................................ 4

8. RFP Format & Submission Requirement............................................................................................................................. 5

9. Performance or Applicable Payment Bonds ....................................................................................................................... 5

10. RFP Method of Payment..................................................................................................................................................... 5

11. Financial Verification .......................................................................................................................................................... 6

12. “Piggyback” Clause ............................................................................................................................................................. 6

13. Other................................................................................................................................................................................... 6

14. RFP Attachments ................................................................................................................................................................ 6

ATTACHMENT A: RFP SCOPE OF WORK, SPECIFICATIONS & REQUIREMENTS ..................................................................................................... 7

ATTACHMENT B: RFP SCORING.......................................................................................................................................................................... 10

ATTACHMENT C: RFP COST SHEET .................................................................................................................................................................... 11

ATTACHMENT D: RFP REFERENCE DATA SHEET ............................................................................................................................................... 13

ATTACHMENT E: RFP DESIGNATION OF CONFIDENTIAL & PROPRIETARY INFORMATION ............................................................................... 14

ATTACHMENT F: RFP ADDENDUM(S) ACKNOWLEDGEMENT............................................................................................................................. 15

ATTACHMENT G: RFP APPEALS ...................................................................................................................................................................... 16

ATTACHMENT H: CONTRACT INSURANCE REQUIREMENTS................................................................................................................................. 17

ATTACHMENT I: PROFESSIONAL CONTRACT FOR SERVICE TEMPLATE .......................................................................................................... 19

SIGNATURE PAGE ................................................................................................................................................................................................ 28

Energy Audit / Facilities Assessment and Feasibility Study; Project #2570

RFP PROJECT DETAILS

1. General

The Brown County Facilities Department (BCFD) seeks to conduct an energy audit and facilities assessment to determine if

master planning should potentially include new facilities or investing in existing buildings. Upon completion of this audit

and facilities assessment, the firm will then make recommendations through a feasibility report that will consider the

evaluation of existing building infrastructure and departmental operations in the Courthouse, Law Enforcement, Work

Release, Northern Building and Sophie Beaumont buildings. The contract will be held and assisted by BCFD under the

authority of County Board approval. BCFD is requesting proposals from capable firms who can demonstrate a wide range

of experience, and/or who can coordinate subconsultants to provide all disciplines of multiple professional services.

Selected firms will have access to expertise in these areas:

• Conducting facility energy studies/audits and feasibility/utilization studies and producing comprehensive reports

analyzing the findings of same.

• Investigating and analyzing structural, HVAC, mechanical, electrical, plumbing, security, fire protection,

communication systems, building envelope, life safety issues and site infrastructure.

• Providing reliable assistance in developing scope, cost estimates, project budgets, delivery schedules and limited

design packages of potentially new and/or existing infrastructure.

2. Contract Terms

The awarded firm will have the resources in place to immediately start the energy audit and facilities assessment process

which must be completed within a suggested 6-week window. Feasibility study must be conducted concurrently, with the

corresponding final report being completed within an agreed upon timeframe not to exceed 12 weeks of contract

acceptance.

3. RFP Tentative Project Timeline

Please Note: These dates are for planning purposes. They represent the County’s desired timeline for implementing this

project. Any revision to the Due Date for submission of project will be made by addendum. All other dates may be

adjusted without notice, as needs and circumstances dictate

RFP Published

RFP Site Visit

RFP Questions Due

RFP Questions & Answers Published

RFP Responses Due from Vendors

Preliminary RFP review to address potential budget issues

Selection Team Kickoff Meeting

Consensus Scoring Meeting

Send out Thank You & Intent to Award Letters by

Contract Negotiations / Complete Contract Signing by

Contract Start Date by:

Date

February 27, 2023

See Section 4

March 14, 2023

March 16, 2023

March 24, 2023

March 28, 2023

March 29, 2023

April 7, 2023

April 11, 2023

April 21, 2023

May 1, 2023

Time

(CST)

3:00 PM

4. RFP Site Visit: If a site visit is desired, please contact Facilities Director Chad Magnin at 920-

448-4507 to arrange

All attendees shall follow all current CDC suggested guidelines for social distancing and all current State of Wisconsin

mask requirements at this site visit

Site visits are based on the date & time listed in the Tentative Project Time Line above

Vendors meet at

Meeting conducted by:

Energy Audit / Facilities Assessment and Feasibility Study; Project #2570

Meeting contact phone number for

questions:

5. RFP Questions Due: March 14, 2023, at 3:00 PM

Questions-All questions related to this project must be in writing and received by the Brown County Purchasing

Department, no later than the due date.

• Questions can be delivered via e-mail to: bcpurchasing@browncountywi.gov

• Questions MUST be clearly marked in the subject line: “Questions for Project # 2570”

6. RFP Questions & Answers Publish Date: March 16, 2023, at 3:00 PM

Answers - If any questions are received; answers to all written questions will be issued in the form of an addendum.

• Answers will be published on the Brown County website at: www.browncountywi.gov > Departments > Purchasing >

Open Projects

• AND on the DemandStar website at: www.demandstar.com

It is the responsibility of all interested vendors to access the web site(s) for project information. Calls for assistance with

the web site can be made to (920) 448-4040.

7. RFP Due Date & Delivery Address Details: March 24, 2023, at 3:00 PM

Responses are due to Brown County Purchasing no later than the Due Date.

Prospective vendors can submit proposals via email, hand deliver or by mail via DHL, FedEx, UPS, USPS, etc as outlined

below:

Emailed proposal must include the following items:

• Be clearly marked in the subject line with perspective project #2570.

• Include 2 separate electronic files:

 One file named proposal to include proposal excluding any pricing details.

 The other file named ‘pricing’ to include the completed Attachment C: RFP Cost Sheet.

• Be received, dated & time stamped by the due date and received at the following address:

 bcpurchasing@browncountywi.gov

 A courtesy email response will be generated after due date for receipt of all proposals.

• Emailed proposals also require that five (5) paper copies be sent separately, excluding the pricing details.

Note: For emailed proposals, the paper copies must arrive within 2 days after the proposal due date. These are

provided to the scoring team. We have no preference as to how the proposals are bound. Proposals can be

submitted in a box or envelope, whichever works best. It is neither necessary nor desired to put the required

paper copies in their own separate envelopes.

• Delivery address is provided below:

Hand delivered or mailed proposal must include the following items:

• Be clearly marked with project #2570 on the outside of the sealed envelope or box in the lower left-hand corner.

• Be in 2 separate Sealed envelopes or boxes as follows:

 One envelope or box to include five (5) paper copies of the proposal excluding pricing details. We have no

preference as to how the proposals are bound. Proposals can be submitted in a box or envelope, whichever

works best. It is neither necessary nor desired to put the required paper copies in their own separate

envelopes.

 The other envelope labeled ‘pricing’ shall include the completed Attachment C: RFP Cost Sheet. Envelope can

be included in either the box or envelope used to send the proposals (does not need to be sent separately).

Only one (1) copy of the cost sheet is required.

• Along with the proposal include one flash drive (no CD’s) containing the 2 files as follows:

 One file named proposal to include proposal excluding pricing details.

 The other file named ‘pricing’ and includes the completed Attachment C: RFP Cost Sheet.

• Be received, dated & time stamped by the due date and received at the following address:

Energy Audit / Facilities Assessment and Feasibility Study; Project #2570

Delivery Address for DHL, FedEx, Hand

Delivery, UPS, etc.

Brown County Clerk

Project 2570

305 E. Walnut St. Room 120

Green Bay, WI 54301

Delivery Address for Mail, USPS

Brown County Purchasing Department

Project 2570

305 E. Walnut St. 5th Floor

Green Bay, WI 54301

Note: It shall be the responsibility of the sender to ensure proposals arrive by the required due date and time. Any

information received after the due date and time will be rejected. When hand delivering project; prospective vendors are

encouraged to verify the time on the atomic clock as this is the official time used for the receiving of all information. Time

discrepancies between wall clocks, watches, cell phones, etc. will not be honored. Please make sure the outside package is

clearly labeled with the project number and description of the project when mailing proposals via a 3rd party delivery service.

This ensures the proposal can be applied to the appropriate project.

8. RFP Format & Submission Requirement

Any deviation from these requirements may result in the document submission to be considered non-responsive, thus

eliminating the vendor from consideration. The document submission shall include the following attachments:

• RFP SCOPE OF WORK & SPECIFICATIONS (Attachment A) - Provide specific procedures and explanations to each

requirement in your document submission.

• RFP COST SHEET (Attachment C) - Provide attachment listing your price with your document submission in a

separate sealed envelope or separate file if submitted via email.

• RFP REFERENCE DATA SHEET (Attachment D) – Provide attachment with three (3) to five (5) references with your

document submission.

• RFP DESIGNATION OF CONFIDENTIAL & PROPRIETARY INFORMATION (Attachment E) – Provide attachment if any of part of

your proposal includes proprietary and confidential information which qualifies as a trade secret, as provided in s.

19.36(5) Wis. Stats., or is otherwise material that can be kept confidential under the Wisconsin Open Records

Law. Prices always become public information when quotes/bids/proposals are opened, and therefore cannot be

kept confidential.

• RFP ADDENDUM(S) ACKNOWLEDGEMENT (Attachment F) - If Addendum(s) exist for this project, please sign and date

the attachment and provide with your document submission.

9. Performance or Applicable Payment Bonds

Bonds are not required for this project.

10. RFP Method of Payment

One of two methods:

1. For Projects That Are to Be Completed Within 60 Days: Payment is net 30 days from completion and approval of

project.

2. For All Other Projects: Partial payment may be made. The retainage shall be an amount equal to not more than 5%

of the cost until 50% of the work has been completed. At 50% completion, no additional amounts shall be retained,

and partial payments shall be made in full to the contractor unless the architect or engineer certifies that the job is

not proceeding satisfactorily. At 50% completion or any time thereafter when the progress of the work is not

satisfactory, additional amounts may be retained but in no event shall the total retainage be more than 10% of the

value of the work completed. Upon substantial completion of the work, an amount retained may be paid to the

contractor.

Project 2570 RFP Energy Audit Facilities Assessment and Feasibility Study

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