REQUEST FOR PROPOSALS For Cataloging Available End-Use and Efficiency Measure Load Data Phase 1 of End-Use Load Data Update Project 1. Contracting Organizations The Northwest Power and Conservation Council’s (Council) Regional Technical Forum (RTF) and the Evaluation Measurement and Verification Forum (EMV Forum) are jointly issuing this Request for Proposals. A. The Council and its Activities The Northwest Power and Conservation Council is an interstate compact agency representing the states of Idaho, Montana, Oregon, and Washington authorized in 1980 by Congress in the Pacific Northwest Electric Power Planning and Conservation Act, 16 U.S.C. §839, et seq.. The Council is composed of eight Council members, two appointed by each of the governors of the four states. Congress charged the Council with developing two major planning documents: A program for the protection, mitigation and enhancement of fish and wildlife affected by the development and operation of hydroelectric facilities in the Columbia River Basin, and A plan for meeting the electric energy needs of the Pacific Northwest for the next 20 years that includes an examination of conservation, renewable and conventional energy sources that are available to meet those needs. The RTF is an advisory committee to the Council. It was formed in 1999 at the request of Congress to: o o develop standardized protocols for verification and evaluation of energy savings track regional progress toward the achievement of the region’s conservation and renewable resource goals o provide feedback and suggestions for improving the effectiveness of conservation and renewable resource development programs in the region. o conduct periodic reviews of the region’s progress toward meeting its conservation and renewable resource goals. B. The EMV Forum and its Activities The EMV Forum is a regional organization facilitated by the Northeast Energy Efficiency Partnerships (NEEP) that represents states in New England, New York and the mid-Atlantic. NEEP is a nonprofit, 501(c)(3) organization. The EMV Forum was launched in July 2008 with the approval of the NEEP Board of Directors. It is composed of a Steering Committee composed primarily of representatives of energy and/or air regulatory agencies in the states in the region. The purpose of the EMV Forum is to support the development and use of common and/or consistent protocols to measure, verify, track and report the energy and demand savings, costs and emission impacts of energy efficiency and other demand-side resources implemented pursuant to state and regional energy and environmental policies and markets in the Northeast. 2. Services Desired by the Council and EMV Forum The Council and EMV Forum seek proposals to conduct a search for available efficiency measure and/or end-use load data for typical efficiency measures and/or electrical loads for their respective regions. The contractor will develop a detailed comprehensive catalog that identifies available data sets appropriate for the Northwest and the East, respectively. This catalog will include details associated with each data set to provide analysts a simple method to find data and guidance on how to properly use them. In the Northwest, the primary use of this catalog will be to support the work of regional analysts working for the Council, BPA, regional electric utilities, the Energy Trust of Oregon, the Northwest Energy Efficiency Alliance, and other entities that implement energy efficiency and/or provide energy planning. In the East, for the EMV Forum members, the primary use of this catalog will be to support the work of analysts and other entities that implement energy efficiency and/or provide energy planning. However, the EMV Forum members will use this catalog to assist in developing and supporting demand reduction bids into the New England Forward Capacity Market, other capacity markets as they develop, and to support air regulatory planning and analysis. 3. Timeline and Budget Expectations The work is to be completed early in 2009. The work to be performed is detailed in Attachment: Statement of Work. The Council and EMV Forum anticipate the project cost to be in the range of $120,000 to $200,000, with anticipated economies of scale from the joint research effort. However, the Council and the EMV Forum reserve the right to revise the budget estimates and timeline. The sponsors reserve the right to reject all proposals if funding cannot be secured. Proposals should be based on time and materials estimates with a not to exceed limit. 4. How to Submit a Proposal Proposals should be submitted to the Council and the EMV Forum in electronic form by December 10, 2008, 5 pm Pacific Standard Time (8 pm Eastern Standard Time.) Proposals should be emailed to the contacts listed below: Northwest Power and Conservation Council Ms. Gillian Charles, Power Division Assistant gcharles@nwcouncil.org 851 S.W. 6th Avenue, Suite 1100 Portland, OR 97219 (503) 222-5161 (800) 452-5161 EMV Forum Ms. Elizabeth Titus, Research and Evaluation Manager AND Ms. Julie Michals, EMV Forum Director etitus@neep.org jmichals@neep.org 5 Militia Drive Lexington, MA 02421 (781)-860-9177 x111 (Titus) (203)-244-5125 (Michals) 2 Technical and administrative questions should be referred to Gillian Charles. The list of contractors who received this proposal and questions and answers will be posted to the RTF’s website at: http://www.nwcouncil.org/rtf/studies/rfp/enduseload/Default.htm (click on the RFP, then “Questions and Answers”). Proposals shall include the following elements based on the Statement of Work provided in the Attachment: • Contact information and pertinent description of the person or firm submitting the proposal • A technical and management approach, describing in outline form, the proposed approach for completion of the Statement of Work • A budget proposal that details the level of effort, labor costs (hours and rates), and any material costs for each of the major tasks in the Statement of Work. The budget for each task should name the primary personnel and their anticipated hours and labor for that task • A list of previous, similar work for review by the Council and EMV Forum proposal evaluation team. In particular, web site addresses for similar projects would be extremely helpful • A list of the qualifications of the personnel who will be working on the project • Any other supporting material deemed pertinent by the proposer 5. How the Council and EMV Forum will Select a Final Proposal An evaluation team will review the proposals1. Proposals will be evaluated using the following criteria: • Technical approach. The proposer’s technical approach to meeting each of the tasks in the Statement of Work • Management approach. The proposer’s approach to managing the project including working with Council, the RTF subcommittee group, and stakeholders • Price. This contract will be awarded on a not-to-exceed basis • Team Qualifications/Experience. Demonstrated experience with similar work as well as knowledge of the electric utility and energy efficiency environments 6. Proposed Project Schedule Proposals due: Bidder Selection: Project Start Date: Presentations and Draft Report: Project completion: December 10, 2008 by 5pm Pacific Standard Time Week of December 15, 2008 TBD – by January 9, 2009 Week of March 23, 2009 April 15, 2009 Attachment: Statement of Work 1 The team will include Council staff from the conservation group, forecasting group, and contracts group, and members of the RTF’s End-Use Load Data subcommittee. It will also include forecasting and energy efficiency program administrators in the Northeast from the EMV Forum’s Loadshape Project subcommittee. 3