Phase 2: Initial Project Development
Main Events
- Kickoff meeting with agency and ESCO
- ESCO's preliminary site survey
- ESCO's initial proposal and agency review
- Issuance of Notice of Intent to Award to ESCO
- Start of Delivery Order RFP development
See the Super ESPC Delivery Order Guidelines (PDF 999 KB, 61 pp) for a detailed description of Phase 2. Download Adobe Reader.
Resources
Initial Proposal Kickoff Agenda (MS Word 100 KB)
Sample agenda for an initial proposal kickoff meeting.
Discussion of Key Items (with ESCO) (MS Word 75 KB)
The
sample kickoff meeting agenda and list of key items to be discussed
with the ESCO comprise recommendations laying a sound foundation for a
successful project.
Initial Proposal Review Guidance (MS Word 72 KB)
Best practices and checklist for reviewing the initial proposal.
Notice of Intent to Award (MS Word 34 KB)
Sample of a notice-of-intent-to-award letter to the ESCO.
DO RFP Prescriptive Template for Regional Super ESPCs (MS Word 251 KB)
This template is used to reduce the effort required to produce the delivery order RFP.
GHP Tech-Specific Super ESPC DO RFP Prescriptive Template (MS Word 62 KB)
Photovoltaic Tech-Specific Super ESPC DO RFP Prescriptive Template (MS Word 74 KB) (WordPerfect 50 KB)
Examples of Agency DO RFP Clauses (MS Word 279 KB)
Examples
of clauses that agencies have used in their DO RFPs to describe agency-
or site-specific requirements that become part of the contract.
Risk & Responsibility Matrix (MS Word 148 KB)
Matrix
listing factors that can represent financial risk to the agency, for
use by agencies in considering how to best handle these factors.
Fine Tuning for Best-Value Super ESPCs Deals Using the Risk/Responsibility Matrix (PDF 943 KB, 2 pp)
Crafting the contract to ensure that responsibilities (such as operations and maintenance) and risks (such as changing utility rates) are allocated in a way that serves the agency's best interests. Download Adobe Reader.