California Energy Commission RFP-22-805: SB 100 Technical Support Overview

SB 100 Technical Support California Energy Commission Request for Proposals- RFP-22-805 Pre-Bid Conference Date: March 6, 2023

Agenda Welcome and Introductions RFP Overview Questions and Answers Conclusion 2

Purpose of RFP Provide technical support to the Energy Assessments Division to assess different pathways for achieving California s clean energy goals, including SB 100. Performance and cost of different clean energy technologies. Strategies to develop inputs to existing models. Developing models to improve and expand analyses. Provide support to evaluate different scenario driven assumptions. Develop technical content for different audiences. https://www.energy.ca.gov/solicitations/2023-02/rfp-22-805-sb-100-technical-support 3

Eligible Bidders Eligible Bidders Bidders must meet all solicitation requirements. Private entities, non-profit organizations, and public sector entities that meet the solicitation requirements. Private sector entities must agree to the Energy Commission s standard terms and conditions. The University of California or the U.S. DOE National Laboratories must use either the standard or the pre-negotiated terms and conditions. Public entities may participate as subcontractors if they cannot meet requirements or agree to the terms. All corporations, LLCs and LPs are required to register and be in good standing with the California Secretary of State. 4

Scope of Work 5

Task 1: Agreement Management Task 1: Agreement Management Kick-off Meeting Prepare and Submit Invoices Monthly Manage Subcontractors. Prepare and Submit Progress Reports Monthly 6

Task 2: Technical Support Task 2: Technical Support Modeling Strategy Data Inputs and Assumptions Improvements Model Validation Modeling Surge Capacity Documentation 7

Task 2: Modeling Strategy Task 2: Modeling Strategy Provide Broad Support to improve modeling approaches. Support could include, but is not limited to: Recommending models or model enhancements to increase analytical capabilities. Optimize existing or future models. Develop tools to analyze data input and results. Approaches to integrate multiple assessments into a cohesive analytical strategy. 8

Task 2: Data Inputs and Assumptions Task 2: Data Inputs and Assumptions Support could include, but is not limited to: Identifying or evaluating inputs and assumptions. Gathering data on system characteristics. Conducting evaluations to support improvements. Topics could include, energy policies, utility plans, and trends impacting electricity supply and demand throughout the WECC. 9

Task 2: Model Validation, Modeling Task 2: Model Validation, Modeling Surge Capacity, and Documentation Surge Capacity, and Documentation Model Validation: Guide development of approaches to validate model inputs, assumptions and results, including validation metrics such as reasonable confidence levels. Modeling Surge Capacity: Perform modeling work as needed, whether CEC does not have the bandwidth, or the CEC staff does not have the expertise with the modeling tools selected for an analysis. Documentation: Provide support developing model documentation to capture modeling structure, inputs, assumptions, and results. 10

Proposal Requirements Proposal Requirements Proposals Consists of Three Sections Section 1 Administrative Response Section 2 Technical Proposal Section 3 Cost Proposal 11

Section 1: Administrative Response Section 1: Administrative Response Cover Letter Table of Contents Contractor Status Form Darfur Contracting Act Form Small Business Certification (If applicable) Completed Disabled Veteran Business Enterprise form Bidder Declaration form GSPD-05-105 Contractor Certification Clauses TACPA Forms Iran Contracting Act Form CA Civil Rights Laws Certification 12

Section 2: Technical Proposal Technical Proposal Approach to Tasks in Scope of Work Approach To Managing Work Previous Work Products Client References 13

Section 3: Cost Proposal Section 3: Cost Proposal Every Proposal must include the budget forms found in Attachment 7 of the solicitation. Category Budget Direct Labor Fringe Benefits Travel Equipment Materials & Miscellaneous Subcontracts Indirect Costs and Profit Loaded Hourly Rate Calculation Total Expected Labor Cost 14

Evaluation Process Evaluation Process Stage One: Administrative and Completeness Screening Stage Two: Technical and Cost Evaluation of Proposals The Maximum Points Available under this RFP are 100 Minimum Passing Score For the technical Criteria 56 points (70%) For the whole proposal 70 points (70%) 15

Scoring Scoring Technical Possible Points 30 Bidder s Approach to the Tasks in the Scope of Work Past Experience and Its Relevance to the Scope of Work 10 Approach to Managing Work Organization 15 Approach to Managing Work Program Management 10 Client References 5 Total (Minimum Passing Score of 56) 70 Cost Possible Points Total Expected Labor Costs 30 Total (Minimum Passing Score of 70) 100 16

Disabled Veteran Business Enterprise Disabled Veteran Business Enterprise (DVBE) Requirements (DVBE) Requirements This RFP is NOT subject to a mandatory certified DVBE participation of at least three percent (3%). Bidders that both receive the minimum passing score and include DVBE participation in its Bid will receive the DVBE Incentive. DVBE DVBE Incentive Points Participation Level 3.01% - 3.99% 4.00% - 4.99% 5.00% - 5.99% 6.00% - 6.99% 7.00% or over 1 2 3 4 5 17

S SMALL S SMALL MALL B BUSINESS MALL B BUSINESS USINESS USINESS / M / MICROBUSINESS ICROBUSINESS / N / NON ON- - Small Business Preference Certified Small Businesses or microbusinesses can claim the five percent preference when submitting a proposal. Non-Small Business Preference Bidder commits to small or micro business subcontractor participation of 25% of net bid price. 18

How To Submit The Proposals Method of submission is the Energy Commission Grant Solicitation System, available at: https://gss.energy.ca.gov/ Hard copies will not be considered. Files must be in Microsoft Word (.doc, .docx), Microsoft Excel (.xls, .xlsx), and Adobe PDF formats. Attachments that require signature: check website for most up to date signature requirements https://www.energy.ca.gov/funding-opportunities/solicitations First-time users must register as a new user to access system. Application documents should meet formatting requirements, and page limits specified. See individual requirements for each attachment in Section III.D of solicitation manual How to Apply powerpoint: https://www.energy.ca.gov/funding-opportunities/funding- resources Deadline to Submit Proposals is by 5:00 p.m. on April 7, 2023 19

Tentative Key Activities and Dates ACTIVITY ACTION DATE February 24, 2023 March 6, 2023 RFP Release Pre-Bid Conference * Deadline for Written Questions by 5:00 p.m. March 6, 2023 Distribute Questions/Answers and Addenda (if any) to RFP Deadline to Submit Proposals by 5:00 p.m. Notice of Proposed Award Commission Business Meeting Contract Start Date Contract Termination Date March 17, 2023 April 7, 2023 April 17, 2023 June 14, 2023 June 30, 2023 June 30, 2025 20

Questions and Answers Please introduce yourself by stating your name and affiliation. Please follow up with your question in writing to ensure that it is captured properly. Our official response will be given in writing and we anticipate it will be posted on the funding opportunity Solicitations webpage in week of March 17, 2023. Questions are Due by 5 PM today, March 6, 2023 21

Whom to Contact? Eilene Cary California Energy Commission 715 P Street, MS-18 Sacramento, California 95814 Telephone: (916) 776-0739 E-mail: Eilene.Cary@energy.ca.gov 22

Thank You!