Project Information

Bid Title

BUILDING ENERGY AUDITS- STATEWIDE

Issuing Agency

State of Vermont

Location

Vermont

Published Date

Apr 1, 2026

Closing Date

Apr 23, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

TITLE	QUESTIONS DUE	ANSWERS POSTED	DUE DATE	NO POSTING AFTER
BUILDING ENERGY AUDITS- STATEWIDE	04/14/2026 04:30PM		04/23/2026 04:30PM

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Agency of Administration

Department of Buildings and General Services

133 State Street, 5th Floor | Montpelier VT 05633-8000

802-828-2211 phone |802-828-2222 fax

http://bgs.vermont.gov/purchasing

SEALED BID

Request For Proposal

BUILDING ENERGY AUDITS- STATEWIDE

ISSUE DATE

BIDDERS CONFERENCE

QUESTIONS DUE

RFP RESPONSES DUE BY

April 1, 2026

No bidders conference to be held

April 14, 2026 – 4:30 PM TIME (EST)

April 23, 2026 – 4:30 PM (EST)

Please be advised that all notifications, releases, and addendums associated with this

RFP will be posted at:

http://www.bgs.state.vt.us/pca/bids/bids.php

The state will make no attempt to contact interested parties with updated information. It is the

responsibility of each bidder to periodically check the above webpage for any and all

notifications, releases and addendums associated with this RFP.

STATE CONTACT: James Meyers, State Senior Purchasing Agent

E-MAIL: BGS.OPCVendorDocs@vermont.gov

Revised: February 13, 2026

Page 1 of 12

OVERVIEW:

1.1. SCOPE AND BACKGROUND: Through this Request for Proposal (RFP) the Office of

Purchasing & Contracting (hereinafter the “State”) is seeking to establish contracts with one or

more companies that can provide investment-grade energy audits. The objective of these

energy audits is to identify performance and capital improvements to cost effectively reduce

facility energy use and operating costs while maintaining safe conditions and optimal indoor

environmental quality for Vermont State Buildings and political subdivisions as defined in 1.4.

The scope of work is highly dependent on each individual building. BGS is looking for, at a

minimum, an ASHRAE Level II energy audit (energy survey and analysis) with additional focus

on developing investment-grade numbers. BGS may require an ASHRAE Level III energy audit

equivalency in some situations; any subsequent work at the facility will be contracted

separately.

BGS in partnership with Efficiency Vermont are seeking to achieve energy savings within state

government owned facilities through the development of the State Energy Management

Program. Audits resulting from this RFP will help support the efforts of the State Energy

Management Program to lead by example through the implementation of energy efficiency,

energy conservation measures and renewable energy technology. Each audit will be developed

into an actionable scope of work to be implemented by BGS.

1.2. CONTRACT PERIOD: Contracts arising from this RFP will be for a period of 36 months with an

option to renew for up to one additional 24-month period. The State anticipates the start date

for such contract(s) will be May 1, 2026

1.3. SINGLE POINT OF CONTACT: All communications concerning this RFP are to be addressed

in writing to the State Contact listed on the front page of this RFP. Actual or attempted contact

with any other individual from the State concerning this RFP is strictly prohibited and may result

in disqualification.

1.4. BIDDERS’ CONFERENCE: NO BIDDERS CONFERENCE

1.5. QUESTION AND ANSWER PERIOD: Any bidder requiring clarification of any section of this

RFP or wishing to comment on any requirement of the RFP must submit specific questions in

writing no later than the deadline for question indicated on the first page of this RFP. Questions

may be e-mailed to the point of contact on the front page of this RFP. Questions or comments

not raised in writing on or before the last day of the question period are thereafter waived. At

the close of the question period a copy of all questions or comments and the State's responses

will be posted on the State’s web site http://www.bgs.state.vt.us/pca/bids/bids.php . Every effort

will be made to post this information as soon as possible after the question period ends,

contingent on the number and complexity of the questions. All information provided by vendors

during this process will be public and bidders shall not provide confidential information, except

as described in 4.1 below.

1.6. CHANGES TO THIS RFP: Any modifications to this RFP will be made in writing by the State

through the issuance of an Addendum to this RFP and posted online at

http://www.bgs.state.vt.us/pca/bids/bids.php . Modifications from any other source are not to be

considered.

Revised: February 13, 2026

Page 2 of 12

2. DETAILED REQUIREMENTS/DESIRED OUTCOMES:

2.1. The State of Vermont is interested in obtaining bids to meet the following business need(s):

Firms that can provide investment-grade energy audits. The objective of these energy audits is

to identify performance and capital improvements to cost effectively reduce facility energy use

and operating costs while maintaining safe conditions and optimal indoor environmental quality

for Vermont State Buildings and political subdivisions as defined in 1.4. The scope of work is

highly dependent on each individual building, BGS is looking for, at a minimum, an ASHRAE

Level II energy audit (energy survey and analysis) with additional focus on developing

investment-grade numbers. BGS may require an ASHRAE Level III energy audit equivalency in

some situations; any subsequent work at the facility will be contracted separately.

2.2. Please refer to Attachment A.1 and A.2 for additional requirements

3. GENERAL REQUIREMENTS:

3.1. PRICING: Bidders must price the terms of this solicitation at their best pricing. Any and all costs

that Bidder wishes the State to consider must be submitted for consideration. If applicable, all

equipment pricing is to include F.O.B. delivery to the ordering facility. No request for extra

delivery cost will be honored. All equipment shall be delivered assembled, serviced, and ready

for immediate use, unless otherwise requested by the State.

3.1.1. Prices and/or rates shall remain firm for the initial term of the contract. The pricing policy

submitted by Bidder must (i) be clearly structured, accountable, and auditable and (ii) cover the

full spectrum of materials and/or services required.

3.1.2. Cooperative Agreements. Bidders that have been awarded similar contracts through a

competitive bidding process with another state and/or cooperative are welcome to submit

the pricing in response to this solicitation.

3.2. STATEMENT OF RIGHTS: The State shall have the authority to evaluate Responses and select

the Bidder(s) as may be determined to be in the best interest of the State and consistent with the

goals and performance requirements outlined in this RFP. The State of Vermont reserves the

right to obtain clarification or additional information necessary to properly evaluate a proposal.

Failure of bidder to respond to a request for additional information or clarification could result in

rejection of that bidder's proposal. To secure a project that is deemed to be in the best interest of

the State, the State reserves the right to accept or reject any and all bids, in whole or in part, with

or without cause, and to waive technicalities in submissions. The State also reserves the right to

make purchases outside of the awarded contracts where it is deemed in the best interest of the

State.

3.2.1. Best and Final Offer (BAFO). At any time after submission of Responses and prior to the

final selection of Bidder(s) for Contract negotiation or execution, the State may invite

Bidder(s) to provide a BAFO. The state reserves the right to request BAFOs from only those

Bidders that meet the minimum qualification requirements and/or have not been eliminated

from consideration during the evaluation process.

3.2.2. Presentation. An in-person or webinar presentation by the Bidder may be required by the

State if it will help the State’s evaluation process. The State will factor information presented

during presentations into the evaluation. Bidders will be responsible for all costs associated

with providing the presentation.

3.3. CONFLICTS OF INTEREST:

3.3.1. Organizational Conflict of Interest (OCOI): An OCOI arises when a bidder as a

business entity has interests (for example, customers, partners, contracts) that could

Revised: February 13, 2026

Page 3 of 12

undermine, or reasonably be perceived to undermine, its faithful and unbiased performance

of a contract with the State that may result from this solicitation.

3.3.2. Personal Conflict of Interest (PCOI): A PCOI arises when an interest held by an

individual, agent or employee of a bidder could undermine, or reasonably be perceived to

undermine, its faithful and unbiased performance of a contract with the State that may result

from this solicitation.

3.3.3. Requirements: The State does not seek to contract with any individual or business entity

having a conflict of interest which cannot be mitigated to the State’s satisfaction. To ensure

the State’s awareness of actual, potential, or reasonably perceived PCOIs and OCOIs,

bidders shall:

a) Prior to submitting a proposal, conduct an internal review of its current affiliations and

activities and identify actual, potential, or reasonably perceived PCOIs or OCOIs relative

to a contract with the State that may result from this solicitation.

b) Disclose in your proposal any actual or potential PCOI or OCOI or the existence of any

facts that may cause a reasonably prudent person to perceive a PCOI or OCOI with

respect to a contract with the State that may result from this solicitation. Disclose, also,

any actions proposed to mitigate the PCOI or OCOI.

3.3.4. The State shall have sole discretion to determine whether a PCOI or OCOI can be

mitigated to the State’s satisfaction and may discuss the conflict with the bidder if and to the

extent the State deems discussion necessary to its determination. The State reserves the

right to (a) reject from further consideration any proposal having a PCOI or OCIO that cannot

be mitigated to the State’s full satisfaction and (b) terminate a contract upon discovery that a

contractor failed to disclose facts pertaining to a PCOI or OCOI in its proposal, or otherwise

misrepresented relevant information to the State.

3.4. WORKER CLASSIFICATION COMPLIANCE REQUIREMENTS: In accordance with Section 32

of The Vermont Recovery and Reinvestment Act of 2009 (Act No. 54), Bidders must comply with

the following provisions and requirements.

3.4.1. Self Reporting: For bid amounts exceeding $250,000.00, Bidder shall complete the

appropriate section in the attached Certificate of Compliance for purposes of self-reporting

information relating to past violations, convictions, suspensions, and any other information

related to past performance relative to coding and classification of workers. The State is

requiring information on any violations that occurred in the previous 12 months.

3.4.2. Subcontractor Reporting: For bid amounts exceeding $250,000.00, Bidders are hereby

notified that upon award of contract, and prior to contract execution, the State shall be

provided with a list of all proposed subcontractors and subcontractors’ subcontractors,

together with the identity of those subcontractors’ workers compensation insurance

providers, and additional required or requested information, as applicable, in accordance

with Section 32 of The Vermont Recovery and Reinvestment Act of 2009 (Act No. 54). This

requirement does not apply to subcontractors providing supplies only and no labor to the

overall contract or project. This list MUST be updated and provided to the State as additional

subcontractors are hired. A sample form is available online at

http://bgs.vermont.gov/purchasing-contracting/forms. The subcontractor reporting form is

not required to be submitted with the bid response.

Revised: February 13, 2026

Page 4 of 12

3.5. EXECUTIVE ORDER 05-16: CLIMATE CHANGE CONSIDERATIONS IN STATE

PROCUREMENTS:

For bid amounts exceeding $25,000.00 Bidders are requested to complete the Climate Change

Considerations in State Procurements Certification, which is included in the Certificate of

Compliance for this RFP.

After consideration of all relevant factors, a bidder that demonstrates business practices that

promote clean energy and address climate change as identified in the Certification, shall be

given favorable consideration in the competitive bidding process. Such favorable consideration

shall be consistent with and not supersede any preference given to resident bidders of the State

and/or products raised or manufactured in the State, as explained in the Method of Award

section. But, such favorable consideration shall not be employed if prohibited by law or other

relevant authority or agreement.

3.6. METHOD OF AWARD: Awards will be made in the best interest of the State. The State may

award one or more contracts and reserves the right to make additional awards to other compliant

bidders at any time if such award is deemed to be in the best interest of the State. All other

considerations being equal, preference will be given first to resident bidders of the state and/or to

products raised or manufactured in the state, and then to bidders who have practices that

promote clean energy and address climate change, as identified in the applicable Certificate of

Compliance.

3.6.1. Evaluation Criteria: Consideration shall be given to the Bidder’s project approach and

methodology, qualifications and experience, ability to provide the services within the defined

timeline, cost, and/or success in completing similar projects, as applicable, and to the extent

specified below.

a. Criteria One: Weight 35%: Please provide pricing per square foot as detailed in

Attachment B: Payment Provisions.

b. Criteria Two: Weight 40%: Qualifications including experience providing these services to

the State; Contractor shall submit qualifications information including:

i. Number of years your company has been conducting energy audits in accordance with

the requirements of the assessment described here, and the estimated number of

assessments conducted annually.

ii. Resumes of key personnel, experience providing energy survey and analysis services,

and experience with commercial facilities.

iii. Relevant experience and references.

iv. Qualifications shall not exceed 10 pages.

c.

Criteria Three: Weight 25%: Sample Report; Contractor shall submit a sample

report that clearly demonstrates their ability to meet the goals and objectives stated in this

RFP.

3.6.1.1 Proposing Contractor shall have been in the business of performing energy audits

and lifecycle assessments on commercial and residential buildings for at least three (3)

years. This shall be verifiable with information as provided by Contractor per Section 4

below. Proposing Contractors shall have successfully completed 15 ASHRAE Level II or

equivalent energy audits. Audits may have been performed on commercial buildings or

residential buildings in Vermont or a similar climate in which some or all the proposed

energy conservation measures were implemented.

3.7. CONTRACT NEGOTIATION: Upon completion of the evaluation process, the State may select

one or more bidders with which to negotiate a contract, based on the evaluation findings and

other criteria deemed relevant for ensuring that the decision made is in the best interest of the

Revised: February 13, 2026

Page 5 of 12

Commodity Codes

• NAICS 541330Engineering Services
• NAICS 541690Other Scientific and Technical Consulting Services

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