Request for Quote for Nonresidential Natural Gas Efficiency Energy Engineering Contractor

UGI Utilities, Inc. – Gas Division

Marketing Department

Request for Quote for Nonresidential Natural Gas Efficiency Energy Engineering Contractor

July 19, 2017

1 Background

UGI Utilities, Inc. – Gas Division is a regulated utility doing business in the state of Pennsylvania.  UGI serves approximately 387,000 customers throughout Pennsylvania. Of these 387,000 customers, approximately 348,000 are residential, 38,000 are commercial and 1,000 are industrial.  Pending PUC approval, UGI expects to expand this program to its PNG territory in 2019.

UGI Gas is seeking competitive quotes from energy engineering firms to assist in the data collection, savings calculations, cost estimation, and inspection of non-residential energy efficiency projects as part of UGI Gas’ Nonresidential Retrofit and Nonresidential New Construction energy efficiency programs. The essential services provided would be an on-site energy audit for natural gas savings opportunities of commercial and industrial customers, collection of baseline and efficient condition data, modeling of savings, estimation of incremental costs, and post installation inspections.

Assistance would be provided on an as needed basis, and the scope may vary from project to project. Given the broad service territory of UGI Gas, more than one firm may be selected in order to provide effective and timely service to customers.

2 Proposal Timeline

All bids are due by August 16, 2017

An information session (via conference call will be held on August 2, 2017 1:00 pm EST.

Conference Line: 800-827-3104

Conference Code: 7683935651

In the session, UGI will address any specific questions on the RFQ. Questions for this session should be emailed no later than July 31, 2017 to the Designated Contact. UGI will provide responses to questions to all bidders following the meeting.

A final decision on proposals is expected to be made by UGI Gas by September 1.

3 Submission Instructions

The “Designated Contact” person for the proposal is:

Joe Nunley

Energy Efficiency and Conservation Analyst II

(610) 796-3529

UGI Utilities, Inc.

2525 North 12th Street, Suite 360

Reading, PA 19605

Questions/answers, clarifications and additional information will be distributed to all prospective firms in the form of RFQ addenda via email.

No communication intended to influence this procurement is permitted except by contacting the Designated Contact. Contacting anyone other than this Designated Contact (either directly by the proposer or indirectly through a lobbyist or other person acting on the proposer’s behalf) in an attempt to influence the procurement: (1) may result in a proposer being deemed a non-responsible offeror, and (2) may result in the proposer not being awarded a contract.

Late proposals will be returned. Incomplete proposals may be subject to disqualification. It is the responsibility of the proposer to ensure that all pages have been included in the proposal.

Faxed proposals will not be accepted.

Electronic submission is preferable. UGI will also accept proposals by mail or hand-delivery. If submitting electronically, proposers must submit the proposal in either PDF or MS Word format. Proposal PDFs should be searchable and should be created by direct conversion from MS Word, or other conversion utility, rather than scanning. For ease of identification, all electronic files must be named using the proposer’s entity name in the title of the document. Electronic submissions should be emailed to the Designated Contact.

If mailing or hand-delivering, proposers must submit four (4) paper copies of their proposal with a completed and signed Proposal Checklist, along with a CD or thumb drive containing both a PDF and a MS Word digital copy of the proposal, following the above guidelines. Mailed or hand-delivered proposals must be clearly labeled and submitted to the Designated Contact listed above.

4 Proposer Checklist

Each proposal should include the following:

  1. Cover Letter
    1. Include a reference to the “RFQ for Nonresidential Natural Gas Efficiency Energy Engineering Contractor”
    2. Summarize proposer’s abilities to perform such services.
    3. Signed by a person with authority to enter into a contract with UGI.
  2. Table of Contents
    1. Outline page number and section where various portions of the proposal can be found.
  3. Overall Experience and Capabilities
    1. Overview of proposer’s general expertise and ability as it relates to the provided scope of work.
  4. References
    1. A brief summary of relevant experience and contact information, including name, phone and email, for at least two (2) references.
  5. Approach and Methodology
    1. Description of how proposer will encompass all work necessary to carry out requirements as identified in Section 5.
    2. An example energy audit and customer proposal.
    3. Although the program methodology is outlined in section 5, bidders are encouraged to provide any additional information they deem appropriate based on experience.
  6. Pricing Proposal
    1. A list of proposed staff along with job title and hourly rate.
    2. Estimates for individual tasks are appreciated but not required.
  7. Personnel Qualifications
    1. Description of proposed project management team.
    2. An organization chart if appropriate.
    3. Resumes for key personnel involved in the project management.

5 Scope of Work

The Nonresidential Natural Gas Efficiency Energy Engineering Contractor  will help guide UGI Gas’ evaluation of potential commercial and industrial energy efficiency projects that save natural gas. The Contractor may be brought in at any point along a project’s process, but in general will be assisting with an initial audit and a final inspection.

5.1.1        Initial Audit

The following outlines what is expected from an initial audit.

  • An on-site engineering survey of equipment using natural gas and any recommended efficiency opportunities related to replacement, retrofit, or supplemental measures that would save natural gas.
  • Recommendations on any behavioral related opportunities.
  • UGI Gas will provide a data collection worksheet that must be completed for each customer. This worksheet focuses on the following areas:
    • Basic information on the customer and premise
    • Baseline equipment and usage
    • Estimated savings (see additional details in Section 5.1.2)
    • Estimated incremental costs (see additional details in Section 5.1.3)
    • Electric and/or water billing data, if available
  • Work with UGI Gas to get any supplemental information from the customer.
  • Report results back to UGI Gas in a standard template. Any data collected should meet the requirements in the next section.

5.1.2        Savings Calculations

The following guidance should be used in calculating energy savings.

  • Savings must be calculated against documented baseline conditions for each of the different end-uses.
  • Savings calculations for each project measure must be supported by documented assumptions for baseline equipment efficiency levels and baseline hours of use.
  • Engineering firm will be expected to utilize the TRC calculator data collection worksheet provided to them by UGI.
  • New construction savings should be based on modeling of the baseline and proposed buildings.
  • Early-retirement retrofits must include baseline efficiency characteristics for the existing equipment and for the equipment the end-user would have likely installed when the existing equipment would have been replaced at the end of its expected life. Documentation must also include the estimated remaining life expectancy of the existing equipment proposed for early retirement.

5.1.3        Cost Estimation

The following guidance should be used in estimating measure costs program.

  • Installed costs of proposed technologies must be estimated and documented, including equipment and labor.
  • For early-retirement investments, the technical assessment must also include estimated installed costs of new standard-efficiency equipment that would otherwise be chosen at the time existing equipment is scheduled for replacement.
  • Any other costs or cost reductions associated with proposed technologies must be estimated and documented, including operation and maintenance, electricity usage, water consumption, or waste reduction.

5.1.4        Final Inspection

The following outlines what is expected of a final project inspection:

  • Perform an onsite inspection of the completed list of measures, provided by UGI Gas. Any issues with installation or changes from the provided list should be noted and reported back to UGI Gas.
  • Perform a short customer survey.
  • UGI Gas will determine whether an inspection is failed, and the Contractor may be sent for a follow-up inspection if the customer indicates that a past issue has been resolved.

6 Bid Evaluation

UGI will evaluate all program bids based on the following criteria:

Criteria Approximate Weighting Range (%)
Price 40%
Experience 40%
Conformance with RFP terms 10%
Quality and thoroughness of bid 10%