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  • Arkansas Parties Working Collaboratively (PWC)

    MR. MATT KLUCHER DIRECTOR, RATES AND DEMAND RESOURCES

    Arkansas Public Service Commission 1000 Center Street

    LITTLE ROCK, AR. 72201 501/ 682-5661

    PARTIES WORKING COLLABORATIVELY

    REQUEST FOR PROPOSAL

    ARKANSAS ENERGY EFFICIENCY POTENTIAL STUDY

    PROPOSAL NO.: 2014-101

    MARCH 10, 2014

  • Confidential Document

    Statement of Confidentiality:

    The information contained in this document is confidential information of the PWC. It may not be disclosed, duplicated, or used for any purpose, in whole or in part, without the prior written consent of the PWC.

    1

    TABLE OF CONTENTS

    1. Introduction _________________________________________________________________ 3 2. Definitions __________________________________________________________________ 4 3. Background _________________________________________________________________ 6

    3.1 Investor Owned Utilities (IOUs) ___________________________________________________ 6

    3.2 Purpose of the Potential Study ____________________________________________________ 6

    4. Roles and Responsibilities _____________________________________________________ 7 4.1 PWC and Staff Roles and Responsibilities __________________________________________ 7

    5. Scope of Work _______________________________________________________________ 7 5.1 Potential Study SOW and Delivery ________________________________________________ 8

    5.2 Proposal Technical Contents ____________________________________________________ 10

    6. Qualifications and Experience _________________________________________________ 11 6.1 Management Structure _________________________________________________________ 11

    6.2 Savings Potential Research Experience and References ______________________________ 12

    6.3 Conflict of Interest Disclosure ___________________________________________________ 12

    6.4 General Requirements _________________________________________________________ 13

    7. Cost Proposal _______________________________________________________________ 13 8. Selection Process and Evaluation Criteria _______________________________________ 13

    8.1 Mandatory Requirements _______________________________________________________ 13

    8.2 Rated Criteria Evaluation_______________________________________________________ 13

    8.3 Interview _____________________________________________________________________ 14

    8.4 Contract Negotiations __________________________________________________________ 14

    9. Instructions to Bidders _______________________________________________________ 14 9.1 Proposal _____________________________________________________________________ 14

    9.2 Bid Documents ________________________________________________________________ 15

    9.3 Addenda during Bidding________________________________________________________ 15

    9.4 Bidder's Responsibility _________________________________________________________ 15

    9.5 Proposal Distribution __________________________________________________________ 15

    9.6 Performance Schedule __________________________________________________________ 16

    9.7 Proposals Must Be Submitted On Time and at Prescribed Location ____________________ 16

    9.8 Clarifications _________________________________________________________________ 16

    9.9 Proposal Requirements _________________________________________________________ 17

    9.10 Right to Accept or Reject _______________________________________________________ 17

    9.11 Completion Schedules __________________________________________________________ 17

  • Confidential Document

    Statement of Confidentiality:

    The information contained in this document is confidential information of the PWC. It may not be disclosed, duplicated, or used for any purpose, in whole or in part, without the prior written consent of the PWC.

    2

    9.12 Questions Regarding RFP_______________________________________________________ 17

    9.13 No Incorporation by Reference by Bidder _________________________________________ 17

    9.14 Notification to Other bidders of outcome of procurement process. _____________________ 17

    APPENDIX A: PROPOSAL FORM ________________________________________________ 18 APPENDIX B: BIDDER CERTIFICATION _________________________________________ 20 APPENDIX C: LIST OF PROPOSED SUBCONTRACTORS __________________________ 21 APPENDIX D: REFERENCES FORM _____________________________________________ 22 APPENDIX E: PROJECT COST ALLOCATION TEMPLATE ________________________ 23 APPENDIX F: REQUIRED PROPOSAL FORMAT __________________________________ 24 EXHIBIT A: ARKANSAS PUBLIC SERVICE COMMISSION ORDER NO.7 ____________ 26 EXHIBIT B: EM&V PROTOCOLS, SELF-DIRECT RULES AND ACT 253 _____________ 27

    List of Tables

    Table 1: EE RFP Evaluation Scoring Matrix ___________________________________________ 14

    Table 2: RFP Performance Schedule _________________________________________________ 16

  • Confidential Document

    Statement of Confidentiality:

    The information contained in this document is confidential information of the PWC. It may not be disclosed, duplicated, or used for any purpose, in whole or in part, without the prior written consent of the PWC.

    3

    1. INTRODUCTION

    The Parties Working Collaboratively (PWC) are a collaborative working group that was initiated in 2011 in Arkansas to address a number of Conservation & Energy Efficiency (C&EE) program related issues, including developing Evaluation, Measurement and Verification (EM&V) protocols. The PWC strives to arrive at consensus decisions, to the greatest extent possible, in a collaborative manner. The current collaborative working group members includes the General Staff (Staff) of the Arkansas Public Service Commission (APSC or Commission); the Consumer Utilities Rate Advocacy Division of the Arkansas Attorney Generals Office; Entergy Arkansas, Inc. (EAI); CenterPoint Energy Resources Corp. d/b/a CenterPoint Energy Arkansas Gas; Southwestern Electric Power Company (SWEPCO); SourceGas Arkansas Inc. (f/k/a Arkansas Western Gas Company); Arkansas Oklahoma Gas Corporation; The Empire District Electric Company; Oklahoma Gas and Electric Company; Arkansas Community Action Agencies Association, Inc. (ACAAA); National Audubon Society, Inc.; Arkansas Advanced Energy Association, Inc. (AAEA); Sierra Club; Arkansas Electric Energy Consumers, Inc. and Arkansas Gas Consumers, Inc. (AEEC/AGC).

    The PWC are issuing this Request for Proposal (RFP) for the selection of an experienced Third Party Consultant (Consultant) to prepare and deliver an Energy Efficiency Potential Study (Potential Study) described herein as part of the APSCs energy efficiency (EE) savings target setting efforts. The Potential Study Consultant will be retained by the PWC to inform the Commission of reasonable and appropriate bottom up achievable, cost effective energy efficiency savings targets. The results of the Potential Study will inform the development of future EE targets in Arkansas and future program planning, implementation and independent evaluation of EE programs.

    EE programs were first implemented in Arkansas via Quick Start Programs in 2007. Since that time the EE programs have evolved into more comprehensive programs that are available to all investor owned utility (IOU) retail markets, and are to be designed to meet the Commissions mandated Comprehensive Checklist Factors1 and comply with the APSCs Rules for Conservation and Energy Efficiency Programs (C&EE Rules) and Orders within Docket No. 13-002-U. Savings are estimated for the program year based on annual EM&V and the current version of the Arkansas Technical Reference Manual (TRM), including both the deemed savings/algorithms and the custom measure measurement and verification as provided via the TRM protocols. Independent EM&V for all utilities and programs is overseen by an Independent Evaluation Monitor (IEM). The 2012 program year was the first full year of independent process and impact evaluations. The current comprehensive IOU EE programs are to continue through December 31, 20152, subject to additional modifications based upon independent EM&V recommendations or changes in retail markets.

    The Consultant will be paid by the IOUs through a cost sharing mechanism already in use to pay for the IEM. The IEM will also assist Staff and the PWC in directing and managing the study.

    1 Docket No. 08-144-U, Order No. 17, and pp. 38-40. Web link: http://www.apscservices.info/pdf/08/08-144-u_154_1.pdf

    2 Per PSC order in 13-002-U, Order No. 15 at 6

  • Confidential Document

    Statement of Confidentiality:

    The information contained in this document is confidential information of the PWC. It may not be disclosed, duplicated, or used for any purpose, in whole or in part, without the prior written consent of the PWC.

    4

    This contract will have a term through March 2015, as the PWC will need the report in time to allow the Commission to consider the Potential Study in setting IOU targets for 2016 through 2018 program year plans.

    The maximum total value of the contract for this RFP has not been determined and will be part of the deliverables from bidders in this RFP process. Final contract amount will be a not-to-exceed contract and will be determined based upon final Consultant selection.

    Staff, after reviewing input from the PWC, will select the contractor. Staff, in consultation with the PWC, will direct the work of, and will receive the work product from the contractor. The Utilities w

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