APN - EPC Procurement and Financial Advisory Services

ADVANCE PROCUREMENT NOTICE Standing Offer for Energy Performance Contract Procurement and Financial Advisory Services (with security requirements) 1. PURPOSE OF THIS ADVANCE PROCUREMENT NOTICE This is not a bid solicitation nor a request for proposals. In the context of the major investments announced by the Government and to foster a proactive partnership with industry, DCC is issuing this Advance Procurement Notice (APN) to inform consultants of an upcoming Standing Offer opportunity. The purpose of this APN is to allow consultants to assess their capacity and interest in participating, and to prepare adequately for the potential solicitation process. This is a preliminary notice regarding a potential Standing Offer, which includes security requirements. The purpose of this APN is to allow interested consultants to initiate, if required, the sponsorship process to obtain the necessary clearances or security clearances. Please note that there is no guarantee that this Standing Offer will proceed or that security clearances will be granted within the anticipated timelines or at all as part of the sponsorship process. 2. DESCRIPTION OF THE PROJECT AND SERVICES It is anticipated that the following solicitation will proceed as noted below. This is conditional upon funding approval by DND. APN Number: EPFS2601 Approximate Estimate: 800,000$ Anticipated Posting: January 2027 Description: Energy Performance Contract Procurement and Financial Advisory Services The Consultant will be required to provide “as and when required” procurement and financial advisory services in support of Energy Performance Contracts (EPCs). The services may include, but are not limited to, the following: Review and provide procurement and financial advice on the contractual documents including the Request for Proposal (RFP) financial evaluation criteria; Support DCC in preparing draft responses to financial questions from Proponents during the procurement phase; Review and provide advice on the financial evaluation framework to assess the Proponent’s financial capabilities; Assist DCC with the evaluation of the financial component of the Proponents proposals; Support DCC in the review and analysis of the financial proposal received following the feasibility study; Assist in the negotiation and finalizing the final terms of the contract. The objective is to select one (1) consultant capable of providing deliverables in both official languages (English and French). The estimated value of the Standing Offer is approximately $500,000 over an initial two (2)-year period, with the option to extend the Standing Offer for up to two (2) additional one (1)-year periods and to increase its value by an additional $300,000 at any time. The total estimated potential value of the Standing Offer is approximately $800,000 over four (4) years. 3. CONTRACT AWARD AND ANTICIPATED SECURITY REQUIREMENTS To be eligible for the issuance of a Standing Offer, a proponent will be required to, among other things, actively hold or obtain all required security clearance(s) prior to the date of the award, as further detailed in the solicitation documents. The anticipated security clearance level for this contract is Designated Organization Screening (DOS). 4. Industrial Security Program Sponsorship Defence Construction Canada (DCC) is providing consultants early access to the security clearance application process through sponsorship under its Industrial Security Program (ISP). Accordingly, consultants that intend to submit a proposal for this project and that do not actively hold the above identified security clearance(s) should begin forthwith the security clearance application process by applying through DCC’s ISP. Under this program, DCC may, at its entire discretion, provide preliminary assistance to all the potential proponents with their respective security clearance sponsorship process. To begin the security clearance sponsorship process, please submit a sponsorship request application to DCC by following the steps identified on DCC’s website at: https://www.dcc-cdc.gc.ca/industry/security-requirements. In their sponsorship request application to DCC, consultants are asked to quote the following information, among other things: Advance Procurement Notice (APN) number, as identified in Section 2 of this APN; and Level of clearance requested to be sponsored, as identified in Section 3 of this APN. 5. Sponsorship Process Upon receipt, DCC will review the sponsorship request application and will communicate directly with the consultants to provide assistance for the completion of the sponsorship request packages. Once DCC has determined, at its entire discretion, that a consultant: has started the sponsorship process prior to the solicitation being advertised on MERX, has met all the material requirements of the sponsorship request package prior to the closing date indicated in the solicitation, and has submitted a proposal, DCC will send the documents to the Public Services and Procurement Canada’s (PSPC) Contract Security Program (CSP). Note – Consultants that do not submit a proposal will not be able to attain clearance through this sponsorship process. Following receipt of the sponsorship request package, the CSP will communicate directly with the proponent or tenderer regarding any further steps or actions to be undertaken or the status of the sponsorship request package processing. At such time, the proponent will need to promptly cooperate with CSP to ensure that the process is completed as soon as possible. 6. Questions Any questions pertaining to the sponsoring process through the ISP can be addressed to: Telephone Number: (613) 998-8974; or Email address: [email protected] Any questions relating to this Advance Procurement Notice can be addressed to: Patricia Biernat Procurement Specialist Defence Construction Canada 819-500-8074 [email protected] 7. Disclaimer DCC is only providing assistance, at its entire discretion, for the above stated sponsorship process and does not provide any representations or guarantees that a sponsorship request package or a security clearance application forwarded by DCC to the CSP will be successful or result in the granting of the requested security clearance(s) by the CSP. At all times, the processing of a sponsorship request package or a security clearance application is subject to the respective terms, conditions, and timelines of DCC’s ISP sponsorship process and the CSP security clearance granting process. By applying to either of the aforementioned processes, the proponent agrees to bear any fees and risks associated with: (i) the completeness or accuracy, or lack thereof, of its application or related documents submitted under or in connection with either said processes, and (ii) the timeliness, or lack thereof, of any processing or granting of security clearance(s) under or in connection with either said processes. Notwithstanding anything else stated above, DCC shall in no event be liable to the proponent for any direct, indirect, incidental, special, consequential, punitive or exemplary damages arising out or in connection with the above stated sponsorship process. Bidding and Documents are available on http://www.merx.com. Fees may apply; See https://www.merx.com/public/pricing for more information.