DEPARTMENT
Power Enterprise
AGENDA NO. 7c
MEETING DATE
May 28, 2024
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Calendar: Consent Calendar
Contract/Project Manager: Todd Robinson
Award Contract Nos. PRO.0291 A, B, C, and D, As-Needed Professional Energy Engineering Consulting Services
Summary of
Proposed
Commission Action:
Award Contract Nos. PRO.0291 A, B, C, and D, As -Needed Professional Energy Engineering Consulting Services, to Veregy Pacific LLC (PRO.0291.A), kW Engineering, Inc. (PRO.0291.B), AECOM Technical Services, Inc. (PRO.0291.C), and Thornton Tomasetti, Inc. (PRO.0291.D) each for an amount not to exceed $4,000,000 and with a duration of five years.
Background: The San Francisco Public Utilities Commission (SFPUC) Power Enterprise requires support to implement energy efficiency and electrification initiatives.
The services under Contract Nos. PRO.02191.A, B, C, and D include reducing municipal energy use as well as developing and administering energy efficiency and electrification incentive, rebate, an d technical assistance programs and services to serve new and existing customers of Hetch Hetchy Power and CleanPowerSF.
Scope of Contract: Staff will direct the work of Veregy Pacific LLC. (Veregy Pacific) , k W Engineering, Inc (kW Engineering), AECOM Technical Services, Inc. (AECOM), and Thornton Tomasetti, Inc. (Thornton Tomasetti) on a variety of projects over the duration of the contracts. The primary role of the consultants will be to provide professional services related to the development and implementation of Power Enterprise energy efficiency and electrification initiatives.
Staff will designate work location(s) for individual project locations, which will vary depending on the facility designated for a given project.
The consultants will provide:
• Detailed analyses of facility energy use patterns and specialized energy-efficiency and electrification retrofit recommendations and cost-benefit analysis for Heating, Ventilation, and Air Conditioning (HVAC), building management system (BMS) controls, and lighting, electrification, and whole building retrofits.
• Direct support for energy efficiency measures, retrofits, major upgrades, and new construc tion projects which may include energy audits, retro- commissioning, energy modeling, design, design assistance, performance specifications, support services during Agenda Title: Award PRO.0291 A, B, C, and D, As-Needed Professional Energy Engineering Consulting Services Commission Meeting Date: May 28, 2024
construction, benchmarking, “better than code” design
recommendations, new building commissi oning, Green
Building/LEED Certification, energy performance and evaluation training, and measurement and verification services, along with financial analysis, environmental services, and guidance for new and emerging energy technologies.
• Technical suppor t for the design, development, marketing, implementation, and operation of utility -scale energy efficiency and electrification customer facing incentive and rebate program offerings for eligible SFPUC customers.
Funding and Costs: Funding Source: Funds will be available at the time of award from SF Electrical Reliability Transbay Project Funds , Small Renewables Project, Hetchy Cap & Trade Allowances Project , Retail Customer Programs, and CleanPowerSF.
Total Not-To-Exceed Contract Amount: $4,000,000 (for each agreement)
Schedule: Advertised: December 21, 2023
Estimated Notice-to-Proceed Date: June 2024
Estimated End Date: June 2029
Duration: Five years
Final Score
Summary:
The SFPUC received five proposals in response to the Request for Proposals.
Evaluation and scoring were based on the w ritten Proposal, DEI submittal, and Contract Monitoring Division (CMD) Bonus as follows:
Firms
Written
Proposal
Score
DEI
Score
CMD
Bonus
%
Total
Score
Veregy Pacific 945.175 5 0 950.175
kW Engineering 944.325 5 0 949.325
AECOM 852.113 5 0 857.113
Thornton
Tomasetti 837.838 5 0 842.838
Agenda Title: Award PRO.0291 A, B, C, and D, As-Needed Professional Energy Engineering Consulting Services Commission Meeting Date: May 28, 2024
TRC Engineers 833.938 5 0 838.938
Note: Scores have been rounded to the third decimal place.
Protest: On April 8, 2024, the SFPUC received a protest letter dated April 8, 2024, from TRC Engineers, Inc. protesting the scoring results and alleging bias. After review of the protest, response, and rebuttal, the Contract Administration Bureau, in consultation with the City Att orney, and the Contract Monitoring Division, deemed the protest to be w ithout merit and denied the protest on April 16, 2024. Veregy Pacific, kW Engineering, AECOM, and Thornton Tomasetti remain the highest ranked proposers.
Environmental
Review:
Award of this as-needed Professional Services contract does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines section 15378 because it does not involve commitment to any specific project that may result in a physical change in the environment. No task order will be issued under this contract for a specific project until the proposed work is reviewed and any appropriate environmental review under the CEQA, if required, has been completed.
Local Business
Enterprise
Utilization and Non-
Discrimination in
Contracting
Ordinance:
The Contract Monitoring Division established a 7% Local Business Enterprise (LBE) subcontracting requirement for this contract. Veregy Pacific committed to a 9.45% LBE participation, kW Engineering committed to 20.90% LBE participation, AECOM committed to a 10.00% LBE participation , and Thornton Tomasetti committed to 10.00% LBE participation.
Attachment: 1. Contract Monitoring Division Award Memorandum
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, The San Francisco Public Utilities Commission (SFPUC) Power Enterprise requires consulting services to provide specialized technical support for energy efficiency and electrification initiatives for projects serving municipal customers and programs for Hetch Hetchy Power and CleanPowerSF electric customers; and
WHEREAS, SFPUC advertised a Request for Proposals for PRO.0291, As-Needed Professional Energy Engineering Consulting Services on December 21, 2023; and WHEREAS, The estimated cost of services is $4,000,000 for each of the four contract s that SFPUC is awarding in order to provide specialized energy efficiency and electrification expertise to supplement SFPUC staff; and
WHEREAS, The duration of each contract is five years; and WHEREAS, On January 30, 2024, SFPUC received five proposals; and WHEREAS, SFPUC and Contract Monitoring Division staff reviewed the proposal scores and determined that AECOM Technical Services, Inc., kW Engineering, Inc., Thornton Tomasetti, Inc., and Veregy Pacific LLC. are the highest -ranked firm s based on the established scoring criteria; and
WHEREAS, Contract Monitoring Division established a 7% Local Business Enterprise (LBE) subconsultant participation requirement for this C ontract. Veregy Pacific committed to
9.45% LBE participation, kW Engineering committed to 20.90% LBE participation, AECOM committed to a 10.00% LBE participation, and Thornton Tomasetti committed to 10.00% LBE participation; and
WHEREAS, Funds for Contract Nos . PRO.0291.A-D, As-Needed Professional Energy Engineering Consulting Services, will be available from SF Electrical Reliability Transbay Project Funds, Small Renewables Project, Hetchy Cap & Trade Allowances Project , Retail Customer Programs, and CleanPowerSF; and
WHEREAS, Award of this as-needed Professional Services contract does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines section 15378 because it does not involve commitment to any specific project that may result in a physical change in the environment and no task order will be issued under this contract for a specific project until the proposed work is reviewed and any appropriate environmental review under the CEQA, if required, has been completed; now, therefore, be it
RESOLVED, That this Commission hereby awards Contract Nos. PRO.0291 A, B, C, and D, As-Needed Professional Energy Engineering Consulting Services, for a not-to-exceed amount of $4,000,000 for each contract, and with a duration of five years for each contract , to Veregy Pacific LLC. (PRO.0291.A), kW Engineering, Inc. (PRO.0291.B), AECOM Technical Services, Inc. (PRO.0291.C), and Thornton Tomasetti, Inc. (PRO.0291.D).
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting of May 28, 2024
Secretary, Public Utilities Commission
City & County of San Francisco
London N. Breed, Mayor
Office of the City Administrator
Carmen Chu, City Administrator
Contract Monitoring Division
Stephanie Tang, Director
1155 Market Street, 4th Floor, San Francisco, CA 94103
Telephone (415) 581-2310 General Email [email protected]
MEMORANDUM
Date: April 19, 2024
To: Todd Robinson, SFPUC
Daniel Kwon, SFPUC
From: Jason Chow, CMD
Subject: REV. #1- PRO.0291 As- Needed Professional Energy Engineering Consulting Services CMD’s Award Review
The Contract Monitoring Division (“CMD”) has reviewed the consultant proposals and supporting documentation, and applied the appropriate rating bonuses submitted for the above referenced project.
Based on this review, CMD has determined that the proposals were materially compliant with the pre- award Chapter 14B requirements.
Rating Bonus
None of the proposing firms were eligible for a rating bonus.
Score Sheets and Score Tabulations
The Request for Proposal (“RFP”) indicates 1) the SFPUC anticipates award to the four (4) highest ranked Proposers, and 2) all responsive proposers will be ranked from the combined score of Technical Written Proposal and DEI submittals. For all compliant firms, CMD has reviewed the score sheets submitted by the panelists, and the final score tabulations from the SFPUC, which includes the DEI scores. Based on this information, the proposers are ranked as follows:
FIRM
Veregy Pacific LLC. (“Veregy Pacific”) 1
kW Engineering, Inc. (“kW
Engineering”)
2 AECOM Technical Services, Inc.
(“AECOM”)
3 Thornton Tomasetti, Inc. (“Thornton
Tomasetti”)
4 TRC Engineers, Inc. 5
LBE Subconsultant Participation Requirement
Veregy Pacific achieved the highest score. Veregy Pacific met the 7% Micro/Small LBE subconsultant participation requirement by listing the following LBE firms:
Firm
(PeopleSoft:
Supplier/Supplier ID)
Service Status, Type
and Size
LBE
Participation
(PS: Percent of
Work (%) and
Percent LBE
(%))
Engineering 350 Engineering Design SF LBE-OBE
(Micro) 2.45%
AR Green Energy Efficiency Services SF LBE-WBE
(Micro) 2.00%
SCA Environmental Environmental SF LBE-WBE
(Micro) 1.00%
TRSE Structural Engineering SF LBE-MBE
(Micro) 1.00%
GRD Energy Energy Auditing SF LBE-OBE
(Micro) 2.00%
The Their Group Program Design SF LBE-WBE
(Micro) 1.00%
TOTAL: 9.45%
Veregy Pacific also listed the following non-LBE firm:
Firm Service
LBE
Participation
(PS: Percent of
Work (%))
Energy Solutions Program Design 35.00%
HLB Lighting Design Lighting Design 2.00%
Taylor Engineers Engineering Review 3.50%
TOTAL: 40.50%
Good Faith Efforts Requirements
Veregy Pacific utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. Veregy Pacific demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
kW Engineering achieved the second highest score. kW Engineering met the 7% Micro/Small LBE subconsultant participation requirement by listing the following LBE firms:
Firm
(PeopleSoft:
Supplier/Supplier ID)
Service Status, Type
and Size
LBE
Participation
(PS: Percent of
Work (%) and
Percent LBE
(%))
Engineering 350 New Construction Design Specialist SF LBE-OBE (Micro) 19.80%
SCA Environmental Environmental Consulting Services SF LBE-WBE (Micro) 1.10%
TOTAL: 20.90%
kW Engineering also listed the following non-LBE firm:
Firm Service
LBE
Participation
(PS: Percent of
Work (%))
Arup New Construction Design Review, LEED Services,
Program Design 47.80%
TOTAL: 47.80%
Good Faith Efforts Requirements
kW Engineering utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. kW Engineering demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
AECOM achieved the third highest score. AECOM met the 7% Micro/Small LBE subconsultant participation requirement by listing the following LBE firms:
Firm
(PeopleSoft:
Supplier/Supplier ID)
Service Status, Type
and Size
LBE
Participation
(PS: Percent of
Work (%) and
Percent LBE
(%))
SCA Environmental Environmental Services SF LBE-WBE
(Micro) 7.00%
M LEE Corporation Project Cost Estimation Services SF LBE-MBE (Small) 3.00%
TOTAL: 10.00%
AECOM also listed the following non-LBE firm:
Firm Service
LBE
Participation
(PS: Percent of
Work (%))
Energy Resources
Integration LLC Energy audits, engineering, DR 20.00%
TOTAL: 20.00%
Good Faith Efforts Requirements
AECOM utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. AECOM demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
Thornton Tomasetti achieved the fourth highest score. Thornton Tomasetti met the 7% Micro/Small LBE subconsultant participation requirement by listing the following LBE firms:
Firm
(PeopleSoft:
Supplier/Supplier ID)
Service Status, Type
and Size
LBE
Participation
(PS: Percent of
Work (%) and
Percent LBE
(%))
Hollins Consulting, Inc. Cost Estimating, Construction
Management
SF LBE-MBE
(Small) 5.00%
GRD Energy Commissioning Lead SF LBE-OBE
(Micro) 5.00%
TOTAL: 10.00%
Thornton Tomasetti also listed the following non-LBE firm:
Firm Service
LBE
Participation
(PS: Percent of
Work (%))
Energy Conservation
Options Lighting Design Lead & EV Charging Infrastructure Lead 5.00% Syska Hennessy Group MEP Engineering Design 25.00%
TOTAL: 30.00%
Good Faith Efforts Requirements
Thornton Tomasetti utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. Thornton Tomasetti demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
As stated above, the RFP indicates that the contract will be awarded to the four (4) firms with the highest total scores. Based on the foregoing, CMD has determined that Veregy Pacific, kW Engineering, AECOM and Thornton Tomasetti has complied with the pre-award Chapter 14B requirements. Should you have any additional questions and/or concerns, please feel free to contact me at [email protected]
.