Opening of Qualifications - SBFD & MLK GESC Proj No 125-008 - CMTA

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RFQ Response for Guaranteed Energy Savings Contract � � •• • CMTA South Bend Central Fire Station & MILK Dream Center Solar PV *a.-* City of South Bend, Indiana • • 0 6. Technical Approach a. Describe your firm's general approach to guaranteed energy savings contracting, including: i. Immediate and long-term value your firm brings to Owner. CMTA's approach to performance contracting is a key driver of value to each project. We believe in having the minimum numbers of layers within the project team to control mark-ups and direct costs as much as possible. A summary of that approach is listed below: • No Sales Commissions — CMTA cuts out inefficiencies and unnecessary costs whenever possible. CMTA's delivery method is different because we believe that the person who is the most qualified to present a project to Owners is a Professional Engineer, not a paid spokesperson. Our Project Engineers speak frankly and honestly about the needs of the individual buildings, the benefits and savings of the upgrades, and the challenges to be overcome during construction. • Fully Engineered Design Documents — CMTA uses our own team of design professionals to generate a full set of biddable contract documents for our projects. We have found that this practice greatly increases the quality of the work, since many of the mechanical, electrical, and plumbing tradesmen live in the community of the facilities they are working in. • Experts in Energy Efficient Design — CMTA is a nationally recognized expert in energy efficient design. Producing verifiably more efficient designs means that we can be more aggressive in making energy savings guarantees, which in turn gives our owners the opportunity to fund more work. • Open Book Pricing — Every energy savings performance contract CMTA has completed features open book pricing. Not only will CMTA strictly adhere to open book pricing methodology, we prefer it. We understand that every project we complete is a long-term partnership, and we do not hide costs, overhead, or profit from our partners. • Multiple Bids — CMTA takes multiple bids from competent local subcontractors for all scopes of work, with input from the City of South Bend's personnel. CMTA can do this with the aforementioned design documents, providing the absolute best in pricing from the local community. • Vendor Neutral — CMTA does not sell, nor are we affiliated with, any equipment manufacturers or products of any kind, allowing us to be completely neutral when it comes to selecting the best product, both in terms of quality and expense. We are not locked into one particular brand as others may be, so our price discounts are always much better than the competition. • Local Subcontractors — CMTA believes that the best pricing for any project is through a competent local subcontractor. This reduces the contractor's travel expenses, as well as keeping the money within the Owner's region. • Third -Party Financing - CMTA relies on true third -party financial professionals to facilitate financing for our clients. These professionals, unlike ESCOs, have a fiduciary duty to act in the best interest of the Owner. Furthermore, these professionals deal in these markets daily. They have the expertise and connections to secure the best deals for the City of South Bend and the knowledge to hold CMTA accountable. CMTA does not profit in any way from the financing for our projects. We simply want to see our clients get the best deal possible. • No Change Order Policy —Since CMTA is in charge of the project's concept, design, and construction, if there is a problem, there is no one to blame except us. Therefore, all CMTA's projects carry a no excuses, Zero Change Order Guarantee. The result of this approach is a project that can drive more scope for less money than our competitors. More project scope allows CMTA to complete holistic renovations rather than just equipment replacements or low hanging scope, allowing Owners to maximize the benefits of this delivery mechanism for their facilities. In addition to driving more value on each project, CMTA is an expert in securing additional funding outside of traditional funding streams. CMTA has secured over $20 million dollars in external financial assistance for our clients over the past ten years. This assistance has come in the form of prescriptive and custom utility rebates; utility rate savings and reimbursements; federal, state, and local grants; and interest -free financing. We are experts at maximizing the benefits of the Inflation Reduction Act for our public clients. In the next three years, our clients will be securing over $130 million dollars in federal funding in response to projects that we are designing and implementing. We will exhaust every opportunity to provide the City of South Bend with "free dollars" to bring the maximum value possible to this project. ii. Any unique qualities or capabilities of your firm that would benefit the Owner in this project. CMTA's in-house solar design experts are on the forefront of rapidly evolving solar technologies to ensure that our clients leverage the best available photovoltaic solutions. Our performance contracting group is uniquely qualified, based on our wide range of experience within the PV industry. This includes 6 NABCEP accredited installers, inspectors, and designers. CMTA has designed and installed over 180 megawatts of photovoltaic systems for our customers. Page 18 Page content is proprietary and confidential 6 —Technical Approach Performance Contracting I MEP Engineering I Zero Energy Engineering I Technology I Commissioning