Audit Requirements & Qualified Energy Audit Firms

ODOE is committed to continual improvement of our processes. Based on input from and interactions with audit firms, the Audit Report Template and related Audit Report Template Tables have been revised to provide greater clarity and reduce the overall effort required to produce and approve the final report while still retaining the validity and integrity of the report findings and measure recommendations. The SB 1149 Qualified Energy Audit Firms are required to use these updated documents:

• Energy Audit Requirements
• Audit Firms Scope of Work Approval Form
• Audit Report Template and Requirements
• Audit Report Template Tables
  

School Districts

Before signing a contract, a school district should ensure that the energy audit firm is qualified to perform the specific audit services that the district is requesting. If energy audits are performed by a non-qualified firm, neither the audit nor any associated audit measures will be eligible for reimbursement through the school district's SB 1149 public purpose charge funds.

Jump to: Choosing an Energy Audit Firm

Jump to: Hiring an Energy Audit Firm

Auditing Firms

Contracting agencies and qualified firms are responsible for carefully reading all terms and conditions in Requests for Qualifications, ODOE's Prequalified List Agreement for Energy Auditing Services, and the Energy Audit Requirements and Audit Report Template Requirements (above).

Our agency is using the OregonBuys eProcurement System to process procurement-related purchasing activities. You must have an OregonBuys supplier account to continue doing business with us and to gain access to ODOE RFPs, RFQs, and RFIs. Visit the OregonBuys webpage for instructions on registering for a free account, tips for using the system, and the phone number to call if you need help.

Energy Auditors for Schools

Disclaimer: The energy auditing firms listed above have been qualified by the Oregon Department of Energy to perform energy auditing services in schools. This list is not intended to endorse the qualifications of the firms listed to perform work other than the energy auditing services authorized in the RFQ, the Energy Audit Requirements, or Audit Report Template and Requirements.School districts and authorized state agencies are not permitted to use this list of contractors to contract for project management, construction management, design, installation, or any other services that do not match the description of services outlined in the RFQ. Nothing in the solicitation process, RFQ, or any contemplated or final Prequalified List Agreement for Energy Auditing Services relieves any Contracting Agency from complying with all laws and regulations applicable to public procurement.

Choosing an Energy Audit Firm

When choosing an energy audit firm, school districts should consider the firm's qualifications and how they match up with the district's current needs and future plans. You may need a whole building audit, or a targeted audit that looks at just one or two systems.

The Oregon Department of Energy cannot advise you on which firm to select. We do have some advice for steps you can take to select the best match for your district:

1. Confirm and follow and school district procurement rules and regulations regarding selecting and hiring an energy audit firm.
2. Complete and send the Audit Information Form to ODOE to send out to all qualified auditing firms, or you can contact at least three energy audit firms directly to discuss availability and needs.
3. Schedule site visits for energy audit firms so the firm is able to provide a bid estimate and discuss their services with you.
4. Review all bid estimates and select the bid that meets your school district's needs.

All proposals are on file at ODOE. Contact our Schools Team for more information.

Hiring an Energy Audit Firm

After choosing the firm that best fits your school district's needs, you will complete a Scope of Work Approval Form with your energy auditing firm.

The Scope of Work Approval Form will be submitted to ODOE for review and approval, prior to executing a contract. Once the form has been approved by ODOE, the district and auditing firm may complete a contract that specifies the approved scope for the energy audit(s) and specifies that all SB 1149 Schools Program energy audit requirements will be met.