phoenix convention center phoenix, arizona femp’s new esco selector tool project financing tools...
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Phoenix Convention Center • Phoenix, Arizona
FEMP’s New ESCO Selector Tool
Project Financing Tools for a Successful Project
Scott WolfOak Ridge National Laboratory
August 13, 2015
Energy Exchange: Federal Sustainability for the Next Decade2
Who is the ESCO Selector Tool for?
• Answer: Federal agency contracting officers and energy managers starting new ESPC projects; energy service company representatives responding to ESPC Notices of Opportunities for FEMP’s ESPC IDIQ
Energy Exchange: Federal Sustainability for the Next Decade3
• Streamline ESPC projects at a typical slow-moving point: the generation of the NOO
• Reduce cycle time in ESPC awards• Streamline Notice of Opportunity production• Easier to evaluate ESCO responses• Introduce NOO best practices
What is the objective of the tool?
Energy Exchange: Federal Sustainability for the Next Decade4
• Fall of 2015
• Look for a webinar announcement then too!!
When will the tool be available?
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• Yes, in Fall of 2015• Understand steps to produce a NOO• Understand FEMP’s Best Practices• Draft complete and in compliance NOOs• Properly manage documentation associated
ESCO selection
Will there be a course to learn about this tool ?What will you learn?
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• Speedy NOO generation at one sitting• Facilitates customized NOO’s to your priorities• No data stored on DOE or ORNL server – only on-site
with agency customer • Adheres to NOO requirements• Contains all required NOO text in standard format• Step-by-step ease of use • Output is a Word document • Tool will also generate NOO evaluation form for
agency use
Tool Features
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What will the tool look like?
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Example #1 Input and result output-Input screen below-
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Example #1 Input and result output-output screen below- hey, it’s a MS Word doc!
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Example #2 input
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Example #2-- a MS Word doc you can edit
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Example #3 – Statement of Objectives
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Example #3 - Continue
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Example #3 - Continue
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Example #3 – MS Word text
Energy Exchange: Federal Sustainability for the Next Decade
ESPC Task Order - Legislation Requirement:– Notify all contract holders– Select 2 or more to engage in discussions– Select 1 or more to:• study the site, and• submit a firm fixed price proposal
– Debrief unsuccessful offerors– Negotiate and issue TO to selected ESCO
This process satisfies the “fair opportunity” requirement for ESPC task orders
* Summary of 42 U.S.C. § 8287(c)
ESCO Selector Basics - Legislation
C-16
Energy Exchange: Federal Sustainability for the Next Decade
Section H.3.1 Procedures for awarding TOs:
Selection Methods - Select ESCO based on:
• SBQ –Selection Based on Qualifications, or
• Preliminary Assessments (not covered)
ESCO Selector Basics – DOE Master Contract Selection Methods
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Energy Exchange: Federal Sustainability for the Next Decade
H.3. Procedures for Awarding Task Orders – Contractor Selection:• Notify all 16 contract holders “fair opportunity”• Indicate the selection method and down selections
agency intends to use.
– Evaluation Factors:• Formal plans and scoring are not required.• Consider past performance, related experience,
technical capabilities, use of renewable technologies, use of small business subcontractors, and other.
– Down selections may be used– Debrief opportunity for unsuccessful offerors
ESCO Selector Basics – DOE Master Contract
Energy Exchange: Federal Sustainability for the Next Decade19
Scott Wolf, Federal Project ExecutiveRepresenting DOE FEMPOak Ridge National Laboratory(360) 866-9163 phone Note my new email address: [email protected]