Phase 3: Negotiation and Award of Final Delivery Order
Main Events
- Issuance of Delivery Order RFP to ESCO
- ESCO's Detailed Energy Survey
- ESCO's final proposal and agency review
- Negotiations
- Award of Delivery Order to ESCO
See the Super ESPC Delivery Order Guidelines (PDF 999 KB, 61 pp) for a detailed description of Phase 3. Download Adobe Reader.
Resources
DES Kickoff Meeting Agenda (MS Word 91 KB)
Sample agenda for the kickoff meeting in preparation for the ESCO's detailed energy survey.
DO Price Evaluation Worksheet (MS Word 135 KB)
This worksheet may be helpful to agencies evaluating Super ESPC price proposals.
Congressional Notification (MS Word 54 KB)
Sample of document used to notify Congress (required if award is for more than $10 million).
DO Face Page Template (MS Word 60 KB)
Template for cover page of delivery order.
B Schedules (MS Word 123 KB)
The
B Schedules are negotiated for each individual ESCO's Super ESPC prime
contract. They specify maximum markups on ECM prices and maximum
markups (or "premiums") on finance charges.
DO Schedules, Descriptions, and Pricing Placement (MS Word 247 KB)
The DO schedules comprise the final price proposal for the Super ESPC delivery order.
Investor's Deal Summary (IDS) (MS Word 90 KB)
The
IDS is a concise statement of the ESCO's and government's key
requirements, dates, financial data, and risk analysis for an ESPC, to
be used in soliciting competitive financing offers.
Standard Financing Offer (SFO) (MS Word 37 KB)
The SFO is the form financiers will use for making financing offers for Super ESPC projects.
Determining Price Reasonableness in Federal ESPCs (MS Word 1.6 MB)
This
document by the Price Reasonableness Working Group under the Federal
ESPC Steering Committee provides guidance on due diligence requirements
for determining price reasonableness in federal ESPCs.
Sample Schedule of Required Pre-Award Deliverables (MS Word 169 KB)
(In Attachment 2 of 2004 Modifications to Super ESPC IDIQ)