Ohio Admin. Code 3318:1-10-01 - Selection process for installment payment contracts
(A)
Definitions
(1)
"Proposer" means
an architect, professional engineer, energy services company, or firm
experienced in the design and implementation of energy conservation measures
and provides energy management, design and construction services in exchange
for compensation related to the energy and operational performance of an energy
project.
(2)
"Technical report" means an analysis and
recommendations pertaining to installations, modifications of installations, or
remodeling that would significantly reduce energy consumption in buildings
owned by the district as described in division (G)(1) of section
133.06
of the Revised Code.
(3)
"Energy project" means the installment payment
contract for purchase and installation of energy conservation measures as
defined in division (A) of section
3313.372
of the Revised Code.
(4)
"District" means a city, exempted village, local or
joint vocational school district.
(B)
Selection
process
(1)
For
each energy project, the district shall engage in a selection process
consisting of a request for qualifications before contracting for a technical
report.
(2)
The district shall request statements of
qualifications in the following manner:
(a)
The request for
qualifications shall be issued not less than fourteen days prior to the
submission deadline.
(b)
The request for qualifications shall include a general
description of the buildings that are within the scope of consideration,
information detailing the district's utility bills for the buildings over the
most recent twelve month period, and the criteria by which the submissions will
be evaluated.
(c)
The evaluation criteria set by the district shall
include, but is not limited to:
(i)
Competence to perform the required services as
indicated by the technical training, education, and experience of the
contractor's personnel, and;
(ii)
Availability of
qualified personnel, equipment, and facilities to perform the required services
competently and expeditiously, and;
(iii)
Experience and
past performance working on similar types of energy projects.
(d)
The
district may request clarifications, conduct interviews or request additional
information that supplements the statement of qualifications including, but not
limited to a technical proposal, an estimate of energy project costs, or an
estimate of energy savings in order to competitively select a
proposer.
(e)
The request for qualifications shall indicate how
qualified contractors may submit a statement of qualifications for
consideration.
(f)
The district shall solicit statements of
qualifications from no fewer than three proposers, soliciting through one or
more methods including but not limited to direct invitation, electronic
notification, websites, newspapers or additional methods as deemed by the
district. The district shall make a good faith effort to solicit statements of
qualifications from proposers who are ready, willing and able to undertake an
energy project for the district.
(3)
The statements
of qualifications shall be timely reviewed and evaluated using the criteria
published in the request for qualifications. The district shall announce the
proposer deemed to be the most qualified to perform the required services, and
enter into contract negotiations for the energy project.
(4)
If the district
fails to negotiate a contract with the proposer deemed to be most qualified,
the district shall inform the proposer, in writing, of the termination of
negotiations. Upon terminating negotiations, the district may enter into
negotiations with the proposer that the district ranked next
highest.
(5)
Nothing in this rule affects the district's right to
accept or reject any or all proposers' statements of qualifications in whole or
in part.
Notes
Promulgated Under: 119.03
Statutory Authority: 3313.372
Rule Amplifies: 3313.372, 113.06
Prior Effective Dates: 04/01/2015
Promulgated Under: 119.03
Statutory Authority: 3313.372
Rule Amplifies: 3313.372, 113.06
Prior Effective Dates: 04/01/2015
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