PROPOSALS DUE: August 26, 2002 by 3 PM**SUMMARY:

 

 

The New York State Energy Research and Development Authority (NYSERDA) requests proposals from firms interested in providing full service, comprehensive professional building management services to maintain and preserve the grounds and building located at 17 Columbia Circle in Albany, New York. The building is a two-story Class A professional office building comprising approximately 66,000 square feet, including 12,000 square feet of partially finished basement space. NYSERDA is the sole occupant and owner (as of July 18, 2002) of the seven-year old building.

 

NYSERDA intends to award a contract for a period of up to five years, with an initial three year term and two one-year options to renew the contract at NYSERDA's request.

 

To respond to this RFP, you must submit 5 clearly labeled copies of the proposal to the following address:

 

Karen Whalen, RFP No. 730-02

NYSERDA

17 Columbia Circle

Albany, NY 12203-6399

 

General questions should be directed to Jeff Pitkin at 518-862-1090, ext. 3223 or jjp@nyserda.org. Contractual questions should be directed to Mary Sauvie at 518-862-1090, ext. 3229 or mks@nyserda.org.

 

**Late proposals will be returned. Faxed or e-mailed proposals will not be accepted. Proposals will not be accepted at any other NYSERDA location other than the address above.

 

I. BACKGROUND INFORMATION

 

The New York State Energy Research and Development Authority (NYSERDA) is a public-benefit corporation established by the State Legislature in 1975 to address the State's energy and environmental challenges, pursuant to Title 9 of Article 8 of the Public Authorities Law of the State of New York. NYSERDA's principal mission is to develop innovative solutions to some of the State's most difficult energy and environmental problems, in ways that improve the State's economy.

 

NYSERDA owns (as of July 18, 2002) and occupies, as sole occupant, a two-story, masonry and steel, professional Class A office building located on a 3.67 acre parcel at 17 Columbia Circle in Albany, New York. The building contains approximately 66,000 square feet of gross rentable space, including approximately 12,000 square feet of partially finished basement area containing storage, computer room, mechanical rooms, and locker/restrooms.

 

II. SCOPE OF SERVICES

 

The Offeror, also referred to as the Building Manager, will be required to provide full service, professional building management services ("Building Management Services") necessary to maintain and preserve the building and property located at 17 Columbia Cirle, Albany, New York. The Building Manager will be responsible for regularly assessing the conditions of the building and its systems; developing and implementing building operations, preventive maintenance, and establishing capital plans necessary to maintain, preserve, and keep the premises in good repair and condition. At NYSERDA's request, the Building Manager shall also oversee the design and buildout of building renovations and improvements. The services of the Building Manager are to be of a scope and quality generally performed by professional property managers and performed in a reasonable, diligent and careful manner so as to manage and supervise the operation, maintenance and servicing of the property in a manner that is comparable to, or better than, that generally found in other "Class A" office properties located in the Albany market. Services shall be provided in accordance with the highest standards of professionalism, skill, workmanship, and applicable trade practices and shall conform to all applicable codes and regulations.

 

The Building Manager's responsibilities shall include but not necessarily be limited to the following:

 

1. Maintaining continuous communication with assigned NYSERDA staff on all building related issues including conducting meetings and providing required written reports on a monthly basis, or such other schedule as may be determined.

 

2. Assessing the conditions of the building and its systems and reviewing all existing warranties, manufacturer's instructions and other contracts within the first thirty (30) days of the contract. Offeror shall then formulate a preventive maintenance schedule in accordance with manufacturer's recommendations.

 

3. Developing and implementing a comprehensive facility operation plan and manual including preventative maintenance plans and a five year capital plan.

 

4. Reviewing existing building-related service contracts and make a recommendation to NYSERDA on when such contracts should be rebid and developing and implementing bid packages for such service contracts.

 

5. Developing Annual Operating and Preventative Maintenance Budgets for submission to and approval by NYSERDA.

 

6. Hiring, or causing to be hired, paid and supervised, all persons necessary to properly maintain and operate the building who, in each instance, shall be the Building Manager's (and not NYSERDA's) employee.

 

7. Maintaining the building in such condition as required by this RFP and as otherwise may be deemed advisable by NYSERDA including preventative maintenance on the building and equipment, painting, interior and exterior cleaning, and causing routine repairs and incidental alterations of the building to be made, including, but not limited to, electrical, plumbing, steamfitting, carpentry, masonry, elevator and any other routine repairs and incidental alterations as may be required in the course of ordinary maintenance and care of the building. Where specifications or standards are not included herein, maintenance shall be in accordance with manufacturer's recommendations and standards.

 

8. Ensuring that maintenance and repairs are performed by trained technicians, which maintenance and repair shall not interfere with the operations of NYSERDA whose normal hours of operation are 8:30 AM to 5:00 PM Monday through Friday.

 

9. Soliciting, bidding and entering into contracts for any necessary HVAC, equipment maintenance, elevator inspection and maintenance, janitorial, window cleaning, trash removal, vermin extermination, landscaping, lawn care and tree maintenance, snowplowing, fire alarm testing/inspection and other services as shall be advisable. NYSERDA shall be responsible for payment of gas and electric utility payments and payment of any property or school tax payments. As of July 18, 2002, NYSERDA was assigned service contracts for the property by the former owner for the following services: janitorial; landscaping and ground maintenance; HVAC; tree maintenance; extermination services; lawn care services; trash removal; elevator maintenance; fire suppression system inspection services; and fire alarm testing, inspection and monitoring.

 

10. Ensuring that any equipment to be replaced shall be new or remanufactured and shall be manufactured by a reputable manufacturer. All substitutes for the original manufacturer's equipment related to the upgrading of equipment shall be Energy Starฎ compliant, if available. Building Manager shall submit any proposed purchases to NYSERDA for its review and approval.

 

11. Ensuring that any new equipment be guaranteed for a minimum of one (1) year from the date of replacement and replaced at no cost to NYSERDA if found defective during that time. The Building Manager shall obtain cost estimates for extended warranties on new installations and consult with NYSERDA regarding the purchase of such contracts.

 

12. Providing emergency services as needed on a twenty- four (24) hour, seven (7) days a week basis. The Building Manager agrees to provide an emergency telephone service on a twenty-four (24) hour, seven (7) days a week basis. From the time of the call by NYSERDA, the Building Manager has a maximum of one hour to respond to this call.

 

13. Providing updates of all changes to existing wiring diagrams and drawings for all existing systems and any systems that are added to the building. Drawings and diagrams are to be in compliance with accepted drafting standards.

 

14. Establishing, subject to NYSERDA's approval, a segregated bank account (hereinafter referred to as the "Operating Expense Account") with a New York State bank, subject to NYSERDA's approval, for the purposes of maintaining funds available for Building Manager's payment of supplies, equipment, and services associated with maintaining and repairing the property.

 

15. Maintaining a log of all hours of work completed by all employees and subcontractors. Reviewing all bills received for services, work, and supplies ordered in connection with maintaining and operating the Building and cause such bills to be paid from funds deposited in an Operating Expense Account.

 

16. Providing monthly budget reports to NYSERDA and, when necessary, developing plans to address any possible funding shortfalls.

 

17. Establishing and maintaining orderly books, records and files containing correspondence, receipted bills, contracts and vouchers and all other documents and papers pertaining to the Building and the operation and maintenance thereof, which NYSERDA may review at any time.

 

18. In accordance with the New York State Toxic Substance Act (Right-to-Know Law) and the United States Occupational Safety and Health Administration's Hazard Communication Standard, the State has established and implemented a Right-to-Know/Hazard Communication Program. The Building Manager shall provide information and training to advise employees of the Building Manager and NYSERDA of potentially hazardous substances known to be in the work place. Part of this information is a collection of Material Safety Data Sheets for all chemicals used by contract vendors. Before any chemical product is used on or in the building, a copy of the product label and Material Safety Data Sheet must be provided to and approved by NYSERDA before the chemical is applied.

 

19. Providing written monthly reports to NYSERDA within ten (10) working days of the end of each month including a precise description of services provided to the building, including all systems and equipment, number of employees/subcontractors involved, and the costs incurred.

 

20. Building Management Services included above include, but are not limited to:

 

a. Lighting Systems

b. Pest Management

c. Electrical Switchgear and Electrical Systems

d. Landscaping, tree maintenance, and maintaining walkways.

e. Automatic Doors

f. Daily responsiveness to problems identified by NYSERDA staff

g. Rubbish Removal

h. Monthly site inspections and provide verification of such inspection.

i. Solicit written bid proposals from at least three (3) qualified suppliers or service providers on each requirement having an expected value greater than $5,000.

j. Maintain inventory, supply list and spare parts documentation

k. Building Generator

l. Provide five (5) year Capital Repair and Improvement Plan

m. Fire Alarm and Fire Suppression Systems

n. Provide staff to maintain and perform routine inspections and required maintenance

o. Custodial Cleaning

p. Maintain all drawings, as-builts and other schematic drawings current as well as site/equipment manuals

q. Plumbing

r. Provide timely monthly operating report with invoice

s. Elevator Maintenance

t. Review work order, maintenance tracking and scheduling systems.

u. Maintain grounds and parking lot

v. Provide Operational and Preventative Maintenance Plans

w. HVAC

x. Window Cleaning

y. Security

z. Painting

 

21. With the prior written consent of NYSERDA, negotiating and reviewing contracts to be entered into by the Building Manager for capital repairs and improvements to the Building and supervising all work to be performed under such contracts and authorizing payment for all work performed under such contracts. Engage as necessary architects' and engineers' services required for the planning and supervision of alterations and/or improvements made or proposed to be made to the Building. The Building Manager shall receive a fee up to 15% of the actual costs incurred for overhead/profit for bidding and overseeing such capital related projects.

 

22. The Building Manager will be responsible for the completion of a variety of administrative and reporting requirements as part of its Management Fee as defined in Section V.5.a. including:

 

1. Upon award of the contract and prior to the start of any work, the Building Manager shall be available for an initial job meeting with NYSERDA. This meeting shall include a review of all facility use rules and an introduction to the organization and appropriate staff.

 

2. Unless otherwise determined, there shall be monthly meetings for the following purposes:

 

i. Review building management progress and quality of work.

ii. Identify and resolve problems.

iii. Coordinate the efforts of all concerned so that these services are rendered efficiently and effectively.

iv. Maintain a sound working relationship between the Building Manager and NYSERDA.

v. Maintain a mutual understanding of the contract.

vi. Maintain sound working procedures.

 

23. Perform such other building management tasks for NSYERDA properties as may be mutually agreed upon.

 

III. TERM

 

The initial term of the contract(s) awarded pursuant to this RFP will be for three years with NYSERDA retaining two one year options to renew exercisable at the sole discretion of NYSERDA. NYSERDA expects to award a contract to the successful proposer on or before September 16, 2002 and the contract is expected to commence on or before October 1, 2002.

 

IV. MINIMUM QUALIFICATIONS

 

No evaluation will be considered of any firm that is unable to demonstrate to the satisfaction of the evaluation team that the firm has successfully managed a minimum of three commercial office buildings consisting of at least 200,000 rentable square feet in the aggregate in each of the past three years for other property owners. A minimum of one of the buildings must be at least 50,000 square feet. The firm must have a direct contractual agreement for the referenced properties and the scope of building management services must be at least as extensive as the services required by this RFP.

 

The Offerer must have experience in:

 

a) The operation of commercial building mechanical, HVAC and control systems;

b) Successful troubleshooting and/or performance verification of mechanical control systems and HVAC systems;

c) Successful trouble shooting and/or performance verification of other building systems including but not limited to energy management systems (EMS), fire alarm/security systems, and general building and lighting electrical control systems;

d) Testing instrumentation;

e) Performance of testing and balancing of HVAC systems;

f) Planning and delivery of property management services;

g) Producing capital repair and improvement plans for office buildings and building operating systems;

h) Maintaining regular liaison with building tenants/occupants and resolving building oriented complaints; and

i) Implementing cost control and savings measures to ensure the building is operated effectively, efficiently and within budget.

 

V. PROPOSAL REQUIREMENTS

 

1. COMPANY INFORMATION

 

In response to this Proposal, all Offerors must, if such exists, provide the following:

 

• Company Information and Qualifications

• Name of Agency/Company (including any "Doing Business As" names)

• Headquarters/Parent Company Locations

• History of Firm

• Internet Web site Address (if any)

• Details of Entity Business Structure (Corporation, Partnership, LLC)

• Date Founded

• Organization Chart of Business Entity

• Office Locations and Total Number of Employees at each

• Home office address and telephone number and local address and phone number

• List of any outstanding litigation that would threaten the viability of the firm or the performance of this contract

• Proof of insurance as specified in Section 4 of the Sample Management Agreement

• Indication of how long it would take to implement service after authorized to begin

 

2. QUALIFICATIONS

 

The Offeror shall provide:

 

a. An explanation of why the Offeror is the best qualified to perform the contract and demonstrate its qualifications including an item-by-item disclosure outlining how the Building Manager meets or exceeds the requirements of this RFP.

 

b. A business plan, schedule of proposed deliverables, and project management system for this project using methodologies that have been successfully employed in other engagements of similar size and complexity. The plan should include, in the Offeror's own words, their understanding of the issues and tasks of the project at hand. Offerors are required to present a detailed description of the methodology to be used by it in achieving the objectives of the project and accomplishing the tasks described in the Scope of Services with separate and specific reference to each subsection.

 

c. A description of any specific experience and qualifications in building management and any specific experience it has in each of the particular building operations and management disciplines (i.e.: mechanical systems, electrical systems, fire alarms, energy management systems, plumbing systems, etc.) along with an indication of what building management areas will be performed directly and what will be sub-contracted.

 

d. A sample (or actual if available) building management manual containing actual procedures developed, reports generated, forms utilized and other pertinent data that will assist NYSERDA to determine the technical merit of the proposal.

 

3. STAFFING

 

The Offeror shall also provide:

 

a. The size and experience of the corporate staff pool from which staff assigned to the management contract can be drawn.

 

b. The level of staff to be assigned to this project. Identified staff must have direct building management related experience.

 

c. The composition of the staff team the Offeror shall dedicate to this assignment including:

 

i. The names of the employees in the area responsible for this contract,

ii. Their function in the company, title, and number of years service with the Offeror's firm.

iii. Detailed resumes for the specific individuals designated to work on this contract, specifying educational and work experiences deemed relevant to the type of work to be undertaken.

 

d. The name of the person designated as the "Project Leader" who will be responsible for the coordination of work efforts of the other individuals. Information to be provided regarding the project leader is to include:

 

i. Length of career in providing Building Management Services

ii. Professional designations

iii. Number and size of buildings managed in the last three years

 

e. Indicate the anticipated volume of work to be performed directly and to be subcontracted. Where any subcontractor shall be utilized in a particular discipline describe, if known, the subcontractor's qualifications in detail.

 

4. REFERENCES

 

Each Offeror must submit a list of at least three (3) references documenting its experience including the following information for all building management services provided over the last three years, or currently in process:

 

a. A listing of all buildings where the Offeror is the building manager highlighting those buildings that have leases with the State of New York or other governmental organizations.

b. Firm's list of notable accomplishments including name of entity or company serviced, transaction size, level of difficulty, and dates from onset to conclusion.

c. Team personnel assigned to the project.

d. Name and Title of Reference.

e. Telephone number(s).

 

Individuals identified as references will be assured of anonymity to the fullest degree possible

under the Freedom of Information Law.

 

NYSERDA retains the right to request any additional information pertaining to the Offeror's ability, qualifications, and procedures used to accomplish all work under the contract as it deems necessary to ensure safe and satisfactory work.

 

5. COST OF SERVICES

 

All Offerors must submit their fee proposal for required services necessary to provide NYSERDA with the required deliverables in the format contained in Appendix B marked "Cost Proposal." Each Proposal must include:

 

a. The annual Management Fee, to be paid in equal monthly installments, to be charged for each year of the agreement as well as the two renewal periods. This must be a fixed dollar amount and not a percentage based on expenses. For the purposes of this contract, the "Management Fee" shall include the cost of off-site corporate building management and administrative personnel, all overhead and profit, and all administrative expenses including payroll processing cost, auditing, accounting, reporting or other requirements.

 

b. A detailed listing of any other expenses or fees to be paid directly to the Offeror (excluding those additional services provided below). These expenses shall be based on the actual costs incurred with no mark-up allowed. These items should include a list of the Building Manager's on-site employee(s) (in Full Time Equivalent) by title, their respective salary(s), all fringe benefits, any other ancillary items provided to employees (such as 401K, leased vehicles, paid parking, etc.) together with a list of any other items and their respective cost to be charged by the Offeror as part of this agreement. If periodic building related services (e.g. electricians, plumbers) are to be provided by employees of the Offeror, the listing should include those titles and their respective hourly rates and fringe benefits. Unless otherwise agreed to by NYSERDA, reimbursement for these items will be limited to the amount contained in the Offeror's proposal. Any expenses not specifically included will not be eligible for reimbursement and must be absorbed by the Management Fee.

 

c. A fee proposal and detailed explanation for supplemental work that may be performed in addition to the foregoing such as to supervise or secure renovation or construction services, including capital repairs and replacements. The proposal must clearly identify what types of services will be separately billed to NYSERDA as opposed to those that are included in the Management Fee. This fee should be shown as a percentage of the direct construction costs but may not exceed 15%.

 

If construction related services are provided by other employees of the Offeror (e.g. engineers, electricians, plumbers), the listing should include those titles and their respective hourly rates. Unless otherwise agreed to by NYSERDA, payment for these items will be limited to the hourly rates contained in the Offeror's proposal.

 

VI. PROPOSAL EVALUATION AND AWARD CRITERIA

 

1. CONTRACT

 

A contract will be awarded to the Offeror providing the best value to NYSERDA for this project. All Proposals will be received with the understanding that it is the intent of NYSERDA that the successful Offeror's Proposal and a copy of this RFP will be made part of the contract.

 

2. BEST VALUE EVALUATION

 

The Proposal selected will be the one determined to provide the "best value" to NYSERDA. The best value will be determined in accordance with the selection criteria set forth herein. Proposal evaluation is an assessment of both the Proposal and the Offeror's ability (as conveyed by the Proposal) to successfully accomplish the prospective contract.

 

3. EVALUATION TEAMS

 

NYSERDA will establish an evaluation committee, "evaluation team," comprised of executive managers and program staff. NYSERDA will also establish a review committee comprised of senior executive managers.

 

4. SELECTION CRITERIA

 

Entities that are unable to demonstrate to the satisfaction of the evaluation team that they have the necessary expertise and experience to complete the scope of services within necessary time frames will not be considered. Each Proposal will be evaluated using the following criteria:

 

Part I: Technical and Management Proposal:

The technical and management proposal will be scored in accordance with the following

criteria.

 

A. Approach and Scope of Services

 

1. Completeness. The proposal is complete and follows the outline in section VIII of this RFP.

 

2. Quality of approach and methodology for performing the effort clearly demonstrates an understanding of the applicable issues and requirements for building management.

 

3. Quality, clarity and completeness of scope of services, including extent to which alternative approaches/tasks will achieve objectives.

 

4. Quality, clarity and completeness of the sample (or actual, if available) building management manual.

 

B. Experience

 

1. Quality, extent and relevance of Offeror's operational experience (including sub-contractors) in conducting all facets of building operations.

 

2. Quality, extent and relevance of Offeror's building management experience (including sub-contractors) in conducting similar efforts, particularly of a magnitude and setting similar to that described by this RFP.

 

3. Quality, extent and relevance of experience, education and training of key personnel (including subcontractors).

 

4. References

a. Offeror's service capability, reputation, facilities, equipment and past performance.

b. Offeror's previous performance in contracts or business dealings with municipal, state or federal agencies, or other entities, including NYSERDA.

 

C. Organization, Staffing and Management Plan

 

1. Quality of project organization and management plan; extent to which they will provide for successful, timely and fully compliant program implementation as evidenced by the:

a. Plan for controlling the effort.

b. Coordination of subcontractors, joint ventures or teaming arrangements.

c. Plan for phasing personnel into the effort.

d. Quality of interaction and coordination with NYSERDA.

e. Reporting methodologies.

 

2. Extent and reasonableness of location(s) from which services are provided.

 

Part II: Cost and Contract Submittal:

 

Part II of the proposal consists of the pricing proposal that sets forth lump sum unit or hourly rate prices for the provision of all building management work as outlined in the COST PROPOSAL FORM provided herein. The pricing proposal will be evaluated for reasonableness of cost for the total effort. It may also serve as the basis for subsequent negotiations of price if necessary. Pricing proposals must be complete, accurate and well documented. Any pricing conditions or contingencies must be clearly stated.

 

Cost proposal contract information is not to be included in the Part I Technical and Management Proposal.

 

All lump sum prices must be inclusive of all direct and non-direct costs as well as all overhead, fees and profit.

 

5. METHOD OF SELECTION

 

Each Proposal will be initially evaluated for conformance and qualitative compliance with the selection criteria. The Evaluation Team will use a point system to create a list of Proposals in ranked order. Up to 60 points shall be awarded for the written proposal identifying experience, qualifications, and business plans. Fee Proposals will be evaluated separately by the evaluation team and up to 40 points awarded. In addition, consideration will be made to whether the Offeror can perform at the quoted prices while maintaining adequate levels and quality of service over the full term of the contract. The "best value" will be based on the combination of the two scores.

 

NYSERDA reserves the right to reject any or all Proposals which are otherwise compliant for being unrealistic with regard to estimating the cost, time or resources required to complete the project requirements.

 

The Contract award under this RFP will be made to the Offeror receiving the highest point total

using the evaluation criteria listed above.

 

6. NOTIFICATION OF AWARD

 

The successful Offeror will be advised in writing by NYSERDA. A contract defining all deliverables, costs, and the responsibilities of the selected Offeror will be developed by NYSERDA based on the proposal. A model agreement is included in this RFP as Appendix A. If the Offerors have any exceptions or objections to the contract document, such exceptions must be clearly noted in the Proposal and disclosed in Appendix C. Public announcements or news releases pertaining to this contract will not be made without prior permission of NYSERDA.

 

VII. GENERAL CONDITIONS

 

Proprietary Information - Careful consideration should be given before confidential information is submitted to NYSERDA as part of your proposal. Review should include whether it is critical for evaluating a proposal, and whether general, non-confidential information, may be adequate for review purposes.

 

The NYS Freedom of Information Law, Public Officers law, Article 6, provides for public access to information NYSERDA possesses. Public Officers Law, Section 87(d)(2) provides for exceptions to disclosure for records or portions thereof that "are trade secrets or are submitted to an agency by a commercial enterprise or derived from information obtained from a commercial enterprise and which if disclosed would cause substantial injury to the competitive position of the subject enterprise." Information submitted to NYSERDA that the proposer wishes to have treated as proprietary, and confidential trade secret information, should be identified and labeled "Confidential" or "Proprietary" on each page at the time of disclosure. This information should include a written request to except it from disclosure, including a written statement of the reasons why the information should be excepted. See Public Officers Law, Section 89(5) and the procedures set forth in 21 NYCRR Part 501.

 

Omnibus Procurement Act of 1992 - It is the policy of New York State to maximize opportunities for the participation of New York State business enterprises, including minority- and women-owned business enterprises, as bidders, subcontractors, and suppliers on its procurement Agreements.

 

Information on the availability of New York subcontractors and suppliers is available from:

 

Empire State Development

Division For Small Business

30 South Pearl Street

Albany, NY 12245

 

A directory of certified minority- and women-owned business enterprises is available from:

 

Empire State Development

Minority and Women's Business Development Division

30 South Pearl Street

Albany, NY 12245

 

Contract Award - NYSERDA anticipates making one award under this solicitation. It may award a contract based on initial applications without discussion, or following limited discussion or negotiations. Each offer should be submitted using the most favorable cost and technical terms. NYSERDA may request additional data or material to support applications. NYSERDA will use the Sample Management Agreement to contract with the successful Offeror.

 

Limitation - This solicitation does not commit NYSERDA to award a contract, pay any costs incurred in preparing a proposal, or to procure or contract for services or supplies. NYSERDA reserves the right to accept or reject any or all proposals received, to negotiate with all qualified sources, or to cancel in part or in its entirety the solicitation when it is in NYSERDA's best interest.

 

Disclosure Requirement - The Offeror shall disclose any indictment for any alleged felony, or any conviction for a felony within the past five years, under the laws of the United States or any state or territory of the United States, and shall describe circumstances for each. When an Offeror is an association, partnership, corporation, or other organization, this disclosure requirement includes the organization and its officers, partners, and directors or members of any similarly governing body. If an indictment or conviction should come to the attention of NYSERDA after the award of a contract, NYSERDA may exercise its stop-work right pending further investigation, or terminate the agreement; the contractor may be subject to penalties for violation of any law which may apply in the particular circumstances. Offerors must also disclose if they have ever been debarred or suspended by any agency of the U.S. Government or the New York State Department of Labor.

 

VIII. PROPOSAL CONTENT AND FORMAT

 

All bids must be completed in ink or machine produced. Handwritten, faxed, or electronically-submitted proposals will be disqualified.

 

Five(5) copies of the proposal are to be packaged, sealed and submitted to:

 

NYSERDA

Attn: KAREN WHALEN, RFP NO. 730-02

17 Columbia Circle

Albany, NY 12203-6399

 

Each Offeror's proposal shall contain the following:

 

A. A Proposal Checklist (Appendix C) together with a letter of transmittal signed by a duly authorized official including a statement that the proposal is valid for a period of 180 days and also indicating acceptance of the terms and conditions of the sample management agreement included in this RFP, or noting any exceptions.

 

B. Proposed Project and Qualifications Requirement as stated in Sections IV and V including, but not limited to:

 

a. A detailed list of buildings managed in the last three years, their respective rentable square feet, and the name of the property owner for whom the property is managed.

b. Company Information

c. Qualifications and Experience including an explanation of why your firm is the best qualified to perform this contract.

d. Business Plan

e. Schedule of Deliverables

f. Project Management System

g. A sample building management manual containing actual procedures developed, reports generated, forms utilized and other pertinent data.

h. Staffing

i. List of at least three (3) references.

j. List any outstanding litigation that would threaten the viability of the firm or the performance of this contract.

k. Proof of insurance as specified herein (see Section 4 of Sample Management Agreement, Appendix A)

l. Indicate how long it would take to implement service after authorized to begin.

 

C. Cost Proposal - Appendix B

 

 

Attachments:

Appendix A Sample Management Agreement

Exhibit A Statement of Work, Budget and Schedule (Offeror's Proposal)

Exhibit B Standard Terms for all NYSERDA contracts

Exhibit C Prompt Payment Guidelines

Exhibit D NYSERDA RFP 730-02

Appendix B Cost Proposal

Appendix C Proposal Checklist