Sample Energy Efficient Program Request For Proposal

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May 22, 2015

Subject: Puget Sound Energy

Customer Energy Management 2016-17 Implementation term Request for Proposals (RFP) Dear Potential Bidder:

In this document and its attachments Puget Sound Energy, Inc. (PSE) is soliciting proposals for new energy efficiency programs and services for the 2016 through 2017 program period.

An RFP for renewal of existing programs will be released in late July 2015 for energy efficiency programs and services for the 2016 through 2017 program period.

This RFP is sponsored by the Customer Energy Management (CEM) group at PSE. The CEM group is soliciting support for new demand side management products, programs and/or services that will result in direct and measurable gas and/or electric energy savings.

PSE is soliciting proposals for 18 new programs and reserves the right to determine whether or not submitted RFPs provide the quality and detail needed to proceed with activating a program in these sector topic areas:

 Small Business Direct Install  Small Agricultural Direct Install  Lodging Direct Install

 Commercial New Construction Performance Based Incentive Program  Commercial New Construction Design Competition

 Industrial Strategic Energy Management  Small Data Centers Energy Efficiency

 Industrial Pump & Blower Efficiency Improvement Initiative  Single Family Electric Water Heater Replacement Program  Single Family Rental Market Engagement

 Neighborhood Sweeps

 Multifamily New Construction - Whole Building Savings Approach  Multifamily Retrofit Strategic Energy Management

 Residential Controls

 Single Family Performance Heat Pump Pilot  Multifamily Retrofit ELV Thermostat

 Residential and Commercial Audit Software Tool  Web-Based Lighting Retrofit Calculation Tool This RFP solicitation includes the following documents:

 Table of Contents

 PSE 2016-17 New Programs Energy Efficiency Services RFP  Exhibits A-D

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You may provide an RFP response for more than one program listed herein. Each sector area bid should be separately submitted with all bid components clearly labeled with your company name and the product, and the program or service being proposed.

Your first action item (see Solicitation Timeline in I. Introduction Section B of the RFP) is to provide Intent to Bid form. This allows PSE to identify correct contact(s) for ongoing RFP communications such as answers to questions, updates, etc.

 Intent to Bid forms and Bidder questions due June 5, 2015 and must be submitted electronically.  Electronic proposals must be received by no later than 5:00 PM Pacific Time, June 26, 2015 to

CEMRFP20162017@pse.com

 Additionally,(2) hard copies must be received by no later than 5:00 PM Pacific Time, July 1, 2015 Puget Sound Energy

Attn: Eli Buzuku

19900 North Creek Parkway BOTH01 Bothell, WA 98011

All communication regarding this RFP should be directed to the following: CEMRFP20162017@pse.com Sincerely,

Elaine Markham, PE, CEM, CMVP Senior Market Analyst

Energy Efficiency New Program Development Puget Sound Energy

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Table of Contents

I. INTRODUCTION ... 5

A. KEY CONSIDERATIONS FOR BIDDERS ... 5

B. SOLICITATION TIMELINE... 5

C. BIDDER QUESTIONS ... 6

D. ABOUT PUGET SOUND ENERGY ... 6

E. ABOUT CUSTOMER ENERGY MANAGEMENT – RFP SPONSOR ... 8

II. POTENTIAL PROGRAMS ... 9

A. SMALL BUSINESS DIRECT INSTALL ... 9

B. SMALL AGRICULTURAL DIRECT INSTALL... 23

C. LODGING DIRECT INSTALL ... 29

D. COMMERCIAL NEW CONSTRUCTION PERFORMANCE BASED INCENTIVE PROGRAM ... 41

E. COMMERCIAL NEW CONSTRUCTION DESIGN COMPETITION... 44

F. INDUSTRIAL STRATEGIC ENERGY MANAGEMENT ... 46

G. SMALL DATA CENTERS ENERGY EFFICIENCY ... 48

H. INDUSTRIAL PUMP & BLOWER EFFICIENCY IMPROVEMENT INITIATIVE ... 50

I. SINGLE FAMILY ELECTRIC WATER HEATER REPLACEMENT PROGRAM ... 53

J. SINGLE FAMILY RENTAL MARKET ENGAGEMENT... 55

K. NEIGHBORHOOD SWEEPS ... 58

L. MULTIFAMILY NEW CONSTRUCTION - WHOLE BUILDING SAVINGS APPROACH ... 60

M. RESIDENTIAL CONTROLS ... 62

III. PILOT PROGRAMS ... 65

A. SINGLE FAMILY PERFORMANCE HEAT PUMP PILOT ... 65

B. MULTIFAMILY RETROFIT ELV THERMOSTAT PILOT ... 68

C. MULTIFAMILY RETROFIT STRATEGIC ENERGY MANAGEMENT PILOT ... 71

IV. SOFTWARE AND WEB-ENABLED TOOLS ... 75

A. RESIDENTIAL AND COMMERCIAL AUDIT SOFTWARE TOOL ... 75

B. WEB-BASED LIGHTING RETROFIT CALCULATION TOOL ... 78

V. PROPOSAL DETAILS ... 80

A. REQUIRED ACTION ITEMS ... 80

B. COMPLETING YOUR PROPOSAL ... 81

C. BID EVALUATION... 86

D. POST PROPOSAL: NEGOTIATIONS, CONDITIONS AND AWARDING OF CONTRACT(S)... 87

E. SUPPLEMENTAL INFORMATION ... 88

EXHIBIT A – PROPOSAL COVER LETTER ... 91

EXHIBIT B – PROPOSAL SUMMARY DOCUMENT ... 92

EXHIBIT C – PROPOSAL COST SUMMARY DOCUMENT ... 94 Puget Sound Energy

Customer Energy Management REQUEST FOR PROPOSALS

---

New Energy Management Programs for

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EXHIBIT D – DOING BUSINESS WITH PSE REFERENCE DOCUMENTS ... 95

1. AGREEMENT FOR SERVICES ... ERROR!BOOKMARK NOT DEFINED. 2. STATEMENT OF WORK AND BUDGET DOCUMENT ... 1111

3. INSURANCE REQUIREMENTS ... 11717

4. MUTUAL CONFIDENTIALITY AGREEMENT (MCA) ... 11818

5. CO-BRANDING WITH PSE ... 11919

6. PROGRAM PARTICIPATION DATA REPORTING REQUIREMENTS ... 12020

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I. INTRODUCTION

The goal of this Request for Proposal (RFP) is to identify and consider for implementation new programs that will provide Energy Management programs to PSE customers for the 2016-17 program years, as well as obtain contracts for a limited quantity of new programs. This RFP is sponsored by the Customer Energy Management (CEM) Department, the PSE division chartered with delivering energy efficiency services to PSE Customers. PSE is seeking proposals for programs and/or program support services that will produce electricity and natural gas savings from both residential and business customer sectors throughout the entire service area.

Proposed services are to be delivered between January 1, 2016 and December 31, 2017.

A. Key Considerations for Bidders

Any products bid through this RFP should be available for implementation starting January 1, 2016 and ending December 31, 2017.

PSE will determine from the list of responding interested parties, those vendors and contractors with whom PSE, in its sole judgment, wishes to engage in further discussion and/or negotiate a contract.

PSE is under no obligation to select any proposal.

For all awarded contracts, PSE must approve Evaluation, Measurement and Verification plans; marketing, sales and/or promotional plans.

All conservation measures included in a project proposal must produce savings that can be reliably measured or estimated with accepted engineering methods.

PSE requires successful bidders to use our brand mark in activities which are contracted by the parties. Co-branding helps PSE customers recognize that some program activities are authorized by and performed on behalf of PSE. Include in your proposal your company suggestions as appropriate areas which might be considered for co-branding if your company is a successful bidder. Co-branding Guidelines are found in Exhibit D, Doing Business with PSE.

All bidders must submit a statement saying you accept the Agreement for Services (Exhibit D) or you must identify area(s) for discussion with suggested language modifications. Include the specific Section and Item number for clarity

B. Solicitation Timeline

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Activity Date*

RFP Release May 22, 2015

Intent to Bid Form Due June 5, 2015

Bidder Questions Due June 5, 2015

Bidder Questions Answered June 12, 2015

Electronic proposal Submission June 26, 2015

Hard copy proposal submission July 1, 2015

Notifications: Short-list vendors identified for Interview July 10, 2015 Bidder Interviews, Reference Checks & Selection August, 2015 Scope, Pricing & Contract Marketing, Sales and/or

Promotional Plans September, 2015

Negotiation Finalization October, 2015

Proposal/Program Launch January 1, 2016

* All submittals must be received by PSE no later than 5:00 p.m. Pacific Time, on the due date.

This timetable is provided for planning purposes only and may be modified by PSE as required.

C. Bidder Questions

PSE requires questions on the RFP to be submitted in writing, electronically to

CEMRFP20162017@pse.com.

All questions received from bidders must be categorized by program (e.g. Multifamily Retrofit). PSE will answer and delivered to all Responders that have submitted Intent to Bid for that program.

D. About Puget Sound Energy

There’s a reason why we have been around for more than a century. With the recognition of being Washington State’s oldest energy utility provider, comes a responsibility to our customers and employees.

It’s not just our commitment to safe, dependable and efficient energy that makes us so well regarded, but our dedication to finding solutions and building partnerships

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PSE’s strives to deliver a great customer experience and looks to our contractors to enhance that experience.

PSE Customer Experience Intent Statement:

PSE places high value on our interface with and commitment to our customers. The following statement reflects the experience we want to provide to our customers: In every interaction with PSE, I know I am dealing with honest and caring people, who understand me, anticipate my needs and make doing business easy. I can trust they will be fair and do the right thing.

If there’s a problem, they respond quickly and work until it is resolved to my

satisfaction. Their information, products and services provide value and benefit, are reliable and keep me safe.

They are committed to help me control my energy cost and to be a responsible steward of the energy I consume.

We expect our vendors to embody these words. PSE Basics:

PSE strives for continual improvements in safety, customer connection, technology, and communication. And we’re only getting better.

During our more than 135-year history one thing has remained constant: PSE's focus on safe, reliable, affordable energy service. And we're proud of our legacy: a commitment to great customer service and helping to make our communities better places to live and work.

Fast facts

Headquarters: Bellevue, Washington Employees: 2,700

Customers: 1.1 million electric and more than 770,000 natural gas

Service area: 6,000+ square miles, primarily in Puget Sound region of Western Washington

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PSE Service Area

Service area population: Approximately 4 million Counties served:

Island (electric) King (combined) Kitsap (electric) Kittitas (combined) Lewis (natural gas) Pierce (combined) Skagit (electric)

Snohomish (natural gas) Thurston (combined) Whatcom (electric)

E. About Customer Energy Management – RFP Sponsor

PSE is committed to helping our customers reduce energy costs in this challenging economy and helping to combat climate change.

Our success to date can be attributed to our customers, employees and partnerships with program service providers. Together, we achieve a remarkable level of energy savings.

The key stakeholders of this RFP are:

 Residential Energy Management (REM) group that provides energy efficiency products and services to our residential customers.

 Business Energy Management (BEM) group that provides energy efficiency products and services to our business customers.

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II. Potential Programs

This RFP is for residential and commercial programs.

New Programs – Business Energy Management (8 Programs Total): A. Small Business Direct Install

Program Overview

Puget Sound Energy’s (PSE’s) Small Business Direct Install (SBDI) program is designed to be a Small-to-Medium Business (SMB) outreach and engagement program that focuses on customer service, community involvement, and recognition. SBDI will utilize a turnkey project delivery model to provide energy efficiency

measures to SMB businesses in a way that meets the unique needs of this customer segment. The program has been designed to complement PSE’s other commercial programs and PSE’s Energy Efficiency Outreach team goals.

PSE is seeking a third party (3P) implementer (or multiple 3P implementers) to provide the program. In order to promote local presence, targeted marketing and outreach, and community relationship management, the program will be

implemented regionally. Proposed regions are outlined in Table 1.

Table 1. Proposed Regions for SBDI Implementation

Region Counties

North Whatcom, Skagit, Island Central Snohomish, King, Kittitas South Pierce, Thurston, Kitsap, Lewis

Each region will have a savings and budget associated with it, based on the type of energy used (gas, electric or both) and market potential. The selected

implementer(s) must demonstrate the existence of or ability to set up a regional office and site for energy efficiency equipment inventory within each region proposed.

For the purposes of this Request for Proposals, an SMB is defined as a “hard to reach” or underserved customer with less than 350 kW estimated/actual billing demand (typically served by electric rate schedules 24 or 25) or less than 12,000 annual therms of gas consumption per year (typically served by gas rate schedule 31). PSE may use rate schedules and/or hard to reach criteria to further define eligible customers. PSE is open to additional input on the definition of a small business as part of this RFP response.

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The main objective of the SBDI program is to provide a set of turnkey services to SMB customers. Services provided through this program should include (but are not limited to):

 Superior customer service, quality assurance and program awareness;

 Comprehensive energy assessment for qualified customers, identifying all existing efficiency opportunities (lighting, refrigeration, controls, etc.);

 Custom assessment report detailing energy efficiency measure opportunities;

 Energy education and information on energy efficiency benefits (overview of online account tools [MyPSE], tips on potential behavioral changes, education on other PSE programs and services, etc.);

 Local contractor relationship management, program training and enrollment, oversight, and administrative support;

 Direct installation of measures where/when possible;

 Project permitting;

 Support for targeted community efficiency outreach campaigns (i.e “blitzes”)

 Company/Customer recognition and follow-up;

 Cross-utility coordination;

 Ensure ongoing system compatibility with PSE’s energy efficiency platform

 Prioritize PSE brand during all marketing and outreach and customer interaction activities

Implementer Responsibilities

The selected 3P implementer(s) is/are required to manage all day-to-day program activities for the region(s) served. The proposal must demonstrate examples of and/or ability to perform the following responsibilities, at a minimum:

A. General program management.

a. Monthly tracking and reporting of program metrics, including (but not limited to):

i. Savings accomplishments to date

ii. Project pipeline and savings forecast at the measure level iii. Assessments completed

iv. Projects completed

v. Site specific customer data vi. Referrals to other PSE programs

b. Ability to directly submit customer assessment and project data with project status’ to PSE’s energy efficiency data platform (Nexant iEnergy DSM Central) on a biweekly basis.

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d. Support program evaluation and independent review activities. e. Development of required applications and participation agreements. f. Energy efficient equipment inventory management and product

qualification oversight. B. Relationship Management

a. Ensure coordination with PSE SBDI Program Manager, Energy

Efficiency Outreach (EEO), and PSE Lighting programs as relevant to program activities.

b. Support EEO team to engage local communities in energy efficiency outreach events (“blitzes”).

c. Demonstrated understanding of the needs and characteristics of the region(s) served

d. Develop relationships with local business organizations (i.e. business associations, chambers of commerce, business councils, etc.) to promote program through a targeted marketing approach.

e. Continued coordination with and administration of cost sharing model with local water agencies for water saving measures

C. Energy Efficiency Measures

a. Comprehensive energy efficiency assessments at customer sites b. Proposal and work order development indicating all eligible measures c. Promotion of other PSE programs and/or services when interacting

with contractors and customers D. Local Contractor Engagement

a. Annual recruitment and enrollment of interested local contractors (must be registered as active Contract Alliance Network [CAN] contractors) b. Development of and training for Local Contractors on SBDI program,

eligibility requirements, and measures c. Negotiation of labor rates for SBDI Projects

d. Streamlined contractor-driven project review and approval

e. Work order development and assignment to enrolled contractors using a performance matrix referral process (similar to CAN structure)

f. Oversight of local contractor activities including: permitting compliance, quality assurance and customer satisfaction review

g. Reimbursement of project costs to local contractors in a timely manner E. Marketing

a. Coordination with PSE Marketing, SBDI Program Manager and EEO i. All marketing collateral must be approved by PSE corporate

communications, and meet PSE messaging and brand guidelines.

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b. Support a localized approach to marketing the program, based on the region(s) served.

c. Complete PSE branding on all Program Materials, 3P implementer staffing, and any vehicles used in the field (as reviewed and approved by PSE).

d. Help plan and participate in up to 5 community outreach campaigns (i.e. “blitzes”) per year aimed to bundle and serve a set number of qualified businesses in a rural area over a three day period. F. Quality control

a. Field pre and post inspection of a specified number of projects for each enrolled local contractor

b. Ability to provide and support a one year warranty on all installed equipment

c. Support PSE efforts to survey customers on program satisfaction G. Additional considerations

a. Innovative delivery techniques and program options such as tablet based energy audits and enhanced engagement strategies.

Savings Targets

The SBDI program bi-annual savings targets for 2016-2017 will be based on existing market potential and historical targets for the 2014-2015 SBDI program, Commercial Direct Install1 (DI) Program and for smaller grocery and convenience stores

(previously served through the Energy Smart Grocer [ESG] program). Table 2 demonstrates the number of “eligible” customers (as defined by rate schedules that fall into the SMB definition proposed in the Program Overview section), and estimated participation rates (since 2012). Table 3 demonstrates targets that were set for the SBDI, Commercial DI, and ESG2 programs in 2014-2015.

Bidders should use this information to propose potential kWh and therm targets for 2016-2017.

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Table 2. Eligible Customers by County/Region and Estimated Participation Rates

Eligible Customers Defined by Rate Schedule3

Region County Total 24 25 31G

% Participation (Estimated4) North Island 3,589 3,476 113 - 22% Skagit 8,026 7,623 403 - 22% Whatcom 10,767 10,151 616 - 25% Central King 87,652 46,687 4,135 36,830 15% Kittitas 2,135 1,909 64 162 17% Snohomish 9,791 5 9,786 6% South Kitsap 10,545 9,887 658 - 22% Lewis 911 76 3 832 4% Pierce 21,363 9,037 603 11,723 10% Thurston 16,247 11,479 745 4,023 19%

Table 3. Historical 2014-2015 Targets by Program

2014-2015 SMB Programs &

Targets kWh Therms

Small Business Direct Install 12,427,997 19,385

Commercial Direct Install 1,147,258 771,630

Energy Smart Grocer 12,000,000 100,000

Program Costs

Proposal should include a proposed administrative payment structure which may include (but is not limited to) the following payment structures: performance based-payment, time and materials, milestone driven, flat fee, or a combination. PSE would be interested in and may consider a payment structure that prioritizes the smallest business customer through some type of tiered performance-based

payment or bonus model. PSE will compare and align proposed material costs with those supplied by other PSE commercial programs.

Estimated budget should be based on the proposed measure mix (Attachment 1) and anticipated kWh and therm targets.

If implementer is proposing a performance based payment model, bidder should demonstrate how the performance payment was determined in the notes section of Exhibit C.

Measures/Systems

3_{Rate schedules are available for public review on the PSE website at} http://www.pse.com/aboutpse/Rates/Pages/Electric-Rate-Schedules.aspx?Schedule_x0020_Type=Rate%20and%20Adjusting%20Schedules

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SBDI measures include lighting, refrigeration, aerators, smart plug-in strips, and some basic HVAC measures. Anticipated measures are both traditional direct install measures (screw-in LED lamps, water savings measures, LED open signs, web-enabled thermostats, controls, etc.) as well as more comprehensive measures (lamp and ballast replacements, full fixture retrofits, fuel canopy lighting, Electronically Commutated Motors and controls, basic HVAC tune up measures, etc.) that may require project permitting.

For the hospitality market (hotels/motels), the measures may also include packaged terminal heat pump (PTHP) units and occupancy controls.

A list of eligible measures is included as an attachment to this RFP. Candidates responding to this RFP are requested to complete this attachment with estimated installation costs for each of these measures, to be used as part of the proposal review. Costs should include unit, labor, installation equipment rentals, permitting, and any other related costs. Equipment should include the cost of the unit being installed. These costs are expected to be estimates, and will be further refined as part of the contracting process with the selected 3P.

If the 3P implementer would like to propose additional measures during the program cycle, the 3P shall provide calculations to support claimed unit energy savings for new and/or modified measures delivered by the program, and all energy savings shall be verified using standard engineering practices.

Incentives

Incentive by measure may vary depending on the measure installed and negotiated labor rate. It is anticipated that a subset of measures will be no-cost, while others will have an incentive cap that may be comparable to PSE’s other program

incentives.

For the purposes of this proposal, program incentives should be based on a mix of no-cost and low-cost measures. Proposed incentive budget for no-cost measures should be based on total measure and installation costs. Incentive budget for low-cost measures should be estimated based on a $0.20 per kWh up to 50% of project cost for lighting measures, and $0.30 per kWh or $5/therm up to 70% of project cost for non-lighting measures. An estimate is acceptable, as final incentive by measure and total incentive budget will be determined as part of the contract negotiation process.

Eligible Customers

Commercial customers receiving electric and/or gas service from PSE are eligible if they meet the proposed definition of an SMB customer (less than 350 kW or 12,000 therms). This includes small to mid-sized grocery and convenience stores,

churches, and other small customers that were previously excluded from the SBDI program. Agricultural and hospitality customers are excluded from participating in this program.

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How Commercial Customers Can Participate

As appropriate, PSE and the 3P implementer will recruit qualifying customers for this target market program. Recruitment may be done through community “blitzes”, word-of-mouth referrals, door-to-door recruitment, key account relationships, and targeted marketing campaigns through small business associations. Proposal should demonstrate existing or proposed relationships with associations or organizations that support small businesses and how they will be leveraged, if available. The 3P implementer will be required to actively screen and recruit potential customers.

Key Partnerships

Key partnerships include PSE account executives, PSE’s Energy Efficiency and Outreach teams, small business associations, other utilities that provide service to PSE customers, and government and community organizations.

Summary of Supplemental Proposal Requirements

Proposal should address the following requirements in addition to the Proposal components listed in Section V. Page limit for the additional requirements should not exceed 5 pages (not including Attachment 1).

1. Overview of experience directly related to the program-specific responsibilities listed under “Implementer Responsibilities”.

2. Proposed regions to be served and demonstrated experience within those communities or other areas with similar characteristics.

3. Input on the definition of a hard-to-reach and/or underserved small-to-mid sized business for the purposes of qualifying for this program.

4. Proposed innovative ways to prioritize serving the smallest and hardest-to-reach customers.

5. Innovative recruitment strategies targeted to the qualified customer while leveraging key partnerships. This may be an enhancement of the “blitz” approach or another similar idea.

6. Complete “Attachment 1” to demonstrate estimated installation labor and permitting costs by measure.

Anticipated Questions

1. What are some of the differences between the proposed 2016-17 SBDI program and the one that is currently in place?

PSE is interested in enhancing and expanding the current SBDI model by redefining program qualifications, increasing customer recruitment and marketing activities, regionalizing implementation of the program, including additional customer types (i.e. small grocery and convenience stores), introducing a co-pay for some measures, and leveraging local contractors to help deliver the program.

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2. What is the PSE process for proposing new measure packages, and what is the required hurdle for deeming new measures?

All new measures must be designed in accordance with the Regional Technical Forums “Guidelines for the Estimation of Unit Energy Savings.” The RTF guideline can be found here:

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Attachment 1.

Proposed Small to Mid-Sized Business Measure List

Measure Details Estimated Measure Cost per Unit

Measure Type

Electric/

Gas Measure Name

5

Total Equipment Labor &

Installation Other

6

Lighting Electric Exterior - LED Area Fixture with Photocell

Lighting Electric Exterior - LED Wall Pack with Photocell

Lighting Electric Exterior - Fuel Canopy Lighting

Lighting Electric Fixture - 3' 1L T12 to 3' 1L T8

Lighting Electric

Fixture - 4' 3L T12 HO to 4' 2L T8 (delamp &

reflector)

Lighting Electric Fixture - 4' 3L T12 HO to 4' 3L T8

Lighting Electric

Fixture - 4' 3L T12 to 4' 2L T8 (delamp &

reflector)

Lighting Electric

reflector)

5

For measure qualification criteria, please visit PSE’s Savings and Energy Center: http://pse.com/savingsandenergycenter/ForBusinesses/Pages/default.aspx

6 Equipment costs should include estimated cost of the measure unit. Labor and equipment costs should include labor and installation equipment rentals. Other should include permitting, and any other related costs (please define). Costs should be totaled in the first column under “Total”. These costs are expected to be estimates, and will be further refined as part of the contracting process.

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Attachment 1.

Measure Type

Electric/

Gas Measure Name

5

Installation Other

6

Lighting Electric Fixture - 4' 4L T12 HO to 4' 3L T8 (delamp)

Lighting Electric

reflector)

Lighting Electric Fixture - 4' 4L T12 to 4' 3L T8 (delamp)

Lighting Electric Fixture - HID to 4' 6L T8

Lighting Electric

Fixture - 8' 1L T12 HO F96 to 4' 2L 28W (retro

kit 2L 8')

Lighting Electric

Fixture - 8' 1L T8 F96 to 4' 2L 28W (retro kit 2L

8')

Lighting Electric

Fixture - 8' 2L T12 Delamp to 4' 2L T8 (retro kit

delamp)

Lighting Electric Fixture - 8' 2L T12 HO F96 to 4' 4L 28W

Lighting Electric

8')

Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F17T8 Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F25T8 Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F28T8

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Attachment 1.

Measure Type

Electric/

Gas Measure Name

5

Installation Other

6

Lighting Electric Lamp - LED A Lamp

Lighting Electric Lamp - LED A Lamp - Globe

Lighting Electric Lamp - LED Decorative

Lighting Electric Lamp - LED Direction Par 20

Lighting Electric Lamp - LED MR16

Lighting Electric Lamp - LED Par 38 & 40

Lighting Electric Lamp - Occupancy Sensors

Lighting Electric Signs - LED Exit Sign

Lighting Electric Signs - LED Open Sign

Plug Load Electric Smart Strip Plug-In

Refrigeration Electric Case Lighting - Delamp T12/T8 with LED install Refrigeration Electric

Case Lighting - T12 /T8 Replaced with LED

(Reach-in Display Case)

Refrigeration Electric

Case Lighting - T12/T8 Replaced with LED (Open

Case)

Case Lighting - Occupancy Sensor / Dimming

Controls

Refrigeration

Electric/ Gas

Cases - Add doors to Open Medium Temp

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Attachment 1.

Measure Type

Electric/

Gas Measure Name

5

Installation Other

6

Refrigeration Electric Controls - Anti-Sweat Heat (Low Temp) Refrigeration Electric Controls - Anti-Sweat Heat (Med Temp) Refrigeration Electric

Controls - Evaporated Fan - Walk-In ECM

Controller (High Temp)

Controller (Low Temp)

Refrigeration Electric Controls - Floating Head Pressure - with VFD Refrigeration Electric Controls - Floating Head Pressure - without VFD Refrigeration Electric Gaskets - Reach-in Glass Doors (Low Temp) Refrigeration Electric Gaskets - Reach-in Glass Doors (Med Temp)

Refrigeration Electric Gaskets - Walk-in Cooler

Refrigeration Electric Gaskets - Walk-in Freezer

Motors - Evaporator Motors - Shaded Pole to

ECM in Display cases

ECM in Walk-in

Refrigeration Electric Strip Curtains - Cooler

Refrigeration Electric Strip Curtains - Freezer

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Attachment 1.

Measure Type

Electric/

Gas Measure Name

5

Installation Other

6

Hospitality

Electric/ Gas

Packaged Terminal Heat Pump (PTHP)

occupancy control

Space Heat

Electric/

Gas Web Enabled Thermostat

Water-Saving

Electric/

Gas Aerators

Water-Saving

Electric/

Gas Coolermiser Installation

Water-Saving

Electric/

Gas Pre-Rinse Spray Spray Valves

Water-Saving

Electric/

Gas Showerheads

Other proposed measures for PSE consideration (provided by bidder)

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Attachment 1.

Measure Type

Electric/

Gas Measure Name

5

Installation Other

6

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B. Small Agricultural Direct Install Program Overview

Puget Sound Energy (PSE) is pursuing the development of a Small

Agricultural Direct Install (SADI) program, which is designed to be a small to medium agriculture customer outreach and engagement program that

focuses on customer service, community involvement, and recognition. SADI will utilize a turnkey project delivery model to provide energy efficiency

measures to agriculture customers in way that meets the unique needs of this customer segment. The agricultural sector is known to have limited

experience with energy efficiency programs and tends to have significant savings potential. Furthermore, the agricultural business relies heavily on water use, and even small energy efficiency measures can dramatically reduce water and energy use.

PSE is seeking a third party (3P) implementer to provide the program. The main objective of the SADI program is to provide a set of turnkey services to agriculture customers. Services provided through this program should include (but are not limited to):

 Energy education and information on energy efficiency benefits

(overview of online account tools [MyPSE], tips on potential behavioral changes, education on other PSE programs and services, etc.);

 Customer outreach and education,

 Technical assistance;

 Coordination with and leverage of other federal and state energy efficiency resources

PSE is interested in providing these services to small agricultural customers (i.e. greenhouse agriculture, dairies and livestock producers, nurseries, crop farmers and food processors) with measures related to (but are not limited to)

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agricultural pump testing, HVAC controls, water savings measures, and lighting solutions (indoor and outdoor).

For the purposes of this Request for Proposal, a Small Agricultural customer is defined as a “hard to reach” or underserved customer with a less than 350 kW estimated/actual billing demand (typically served by electric rate

schedules 8 or 11) or gas rate schedule 31. PSE’s gas-only customers must be able to demonstrate that they are an agricultural business to qualify for the SADI program. PSE is open to additional input on the definition of a small agricultural business as part of this RFP response.

The selected 3P implementer(s) is/are required to manage all day-to-day program activities for the PSE service territory. The 3P must demonstrate examples of and/or ability to perform the following responsibilities, at a minimum:

ii. Project pipeline and savings forecast at the measure level

iii. Assessments completed iv. Projects completed

c. Management and resolution of all customer satisfaction and local contractor issues in a timely manner.

d. Support program evaluation and independent review activities. e. Development of required applications and participation

agreements.

f. Energy efficient equipment inventory management and product qualification oversight.

B. Relationship Management

a. Develop relationships with agricultural business, agencies and/or organizations to promote program through a targeted marketing approach.

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b. Demonstrated understanding of the needs and characteristics of the energy efficiency needs related to small agricultural

processes

a. Comprehensive energy efficiency assessments at customer sites

b. Proposal and work order development indicating all eligible measures

c. Promotion of other PSE programs and/or services when interacting with contractors and customers

D. Marketing

a. Coordination with PSE Marketing, SBDI Program Manager and EEO

b. All marketing collateral must be approved by PSE corporate communications, and meet PSE messaging and brand guidelines.

c. Support a localized approach to marketing the program d. Complete PSE branding on all Program Materials, 3P

implementer staffing, and any vehicles used in the field (as reviewed and approved by PSE).

E. Quality control

a. Ability to provide and support a one year warranty on all installed equipment

b. Support PSE efforts to survey customers on program satisfaction

F. Additional considerations

b. Coordination with and leverage of federal and state agency resources for energy efficiency services

Savings Targets

The Small Agriculture program bi-annual savings targets for 2016-2017 are: Gas program target: TBD

Electric program target: TBD

Table 1 demonstrates the number of “eligible” customers (as defined by rate schedules that fall into the SMB definition proposed in the Program Overview section), and estimated participation rates (since 2012).

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County Total 8 11 % Participation (Estimated7) Island 1,504 1,494 10 2% Skagit 2,118 2,041 77 4% Whatcom 3,576 3,487 89 4% King 14,254 14,111 143 5% Kittitas 629 622 7 1% Kitsap 4,449 4,407 42 1% Pierce 3,048 3,027 21 <1% Thurston 3,998 3,959 39 2%

Bidders should use this information to propose potential kWh and therm targets for 2016-2017.

Eligible Customers

All commercial customers receiving electric and/or gas service from PSE are eligible if they meet the proposed definition of a Small Agriculture customer (less than 350 kW).

Program Costs

Proposal should include a proposed payment structure which may include (but is not limited to) the following payment structures: time and materials, performance based-payment, unitized material costs, milestone driven, flat fee, or a combination. PSE would be interested in and may consider a payment structure that prioritizes the smallest agricultural customer through some type of tiered performance-based payment or bonus model. PSE will compare and align proposed material costs with those supplied by other PSE commercial programs.

Measures include lighting, refrigeration, aerators, and some basic HVAC measures. Anticipated measures are both traditional direct install measures (screw-in LED lamps, water savings measures, controls, etc.) as well as more comprehensive measures (lamp and ballast replacements, full fixture retrofits, refrigeration warehouse measures, basic HVAC tune up measures, etc.) that may require project permitting.

PSE is open to considering other types of measures that would be

appropriate for this customer segment. Proposed measures should be ones that fit into a direct installation program model and are supported by existing

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literature and/or utility business cases. Larger, more complex measures will likely be referred to PSE’s Commercial and Industrial grant programs.

If the 3P implementer would like to propose additional measures, the 3P shall reference resources and/or provide calculations to support claimed unit energy savings for new and/or modified measures delivered by the program. All energy savings shall be verified using standard engineering practices. Incentives

Incentives will vary depending on the measure installed and negotiated labor rate. It is anticipated that a subset of measures will be no-cost, while others will have a co-pay that is comparable to PSE’s other program incentives. For the purposes of this proposal, program incentives should be based on an estimated $0.20 per kWh up to 50% of project cost for lighting measures, and $0.30 per kWh or $5/therm up to 70% of project cost for non-lighting

measures. Final incentive by measure and total incentive budget will be determined as part of the contract negotiation process.

As appropriate, PSE and the 3P implementer will recruit qualifying customers for this target market program. Recruitment may be done through community outreach, word-of-mouth referrals, door-to-door recruitment, key account relationships, and targeted marketing campaigns through small agriculture associations. Proposal should demonstrate existing or proposed

relationships with associations or organizations that support small businesses and how they will be leveraged, if available. The 3P implementer will be required to actively screen and recruit potential customers.

Key partnerships include PSE account executives, PSE’s Energy Efficiency and Outreach teams, small agriculture associations, other utilities that provide service to PSE customers, and government and community organizations. Summary of Proposal Requirements

Proposal should address the following requirements in addition to the Proposal components listed Section V. Page limit for the additional requirements should not exceed 5 pages.

1. Overview of experience directly related to the program-specific responsibilities listed under “Implementer Responsibilities”.

2. Input on the definition of a hard-to-reach and/or underserved small-to-mid sized agriculture customer for the purposes of qualifying for this program.

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4. Innovative recruitment strategies targeted to the qualified customer while leveraging key partnerships.

All new measures must be designed in accordance with the Regional Technical Forums “Guidelines for the Estimation of Unit Energy Savings.” The RTF guideline can be found here:

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C. Lodging Direct Install Program Overview

Puget Sound Energy’s (PSE’s) Lodging Direct Install (LDI) program is

designed to be a Lodging outreach and engagement program that focuses on customer engagement, and recognition. LDI will utilize a turnkey project delivery model to provide direct installation and access to custom grant

energy efficiency measures to Lodging market in a way that meets the unique needs of this customer segment. The program has been designed to

complement PSE’s other commercial programs and PSE’s Energy Efficiency Outreach team goals.

PSE is seeking a third party (3P) implementer to execute this program. In order to promote local presence, targeted marketing and outreach, and community relationship management, the program will be implemented service area wide with goals and budgets divided among customer sub segments. Proposed sub segments are outlined as follows:

Lodging Sub Segments

Large Hotels

Small Chain Hotels (Rate Schedule 24 & 25) Small Independent Hotels (Rate Schedule 24 & 25)

Each segment will have a savings and budget associated with it, based on the type of energy used (gas, electric or both) and market potential.

For the purposes of this Request for Proposals, Lodging is defined as Hotels, Motels, Inns or such businesses that provide short term lodging. This program is designed to reach the lodging industry regardless of size of the lodging establishment. Excluded Lodging sites include Bed and Breakfast

establishments using a residential electric meter. PSE is open to additional input on the definition of a Lodging customer as part of this RFP response. The main objective of the LDI program is to provide a set of turnkey services to Lodging customers. Services provided through this program should include (but are not limited to):

 Energy education and information on energy efficiency benefits

(overview of online account tools [MyPSE], tips on potential behavioral changes, education on other PSE programs and services, etc.);

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 Local contractor relationship management, program training and enrollment, oversight, and administrative support;

 Support for targeted community efficiency outreach campaigns (i.e “blitzes”)

The selected 3P implementer(s) is/are required to manage all day-to-day program activities for the sub segments served. The proposal must demonstrate examples of and/or ability to perform the following responsibilities, at a minimum:

ii. Project pipeline and savings forecast at the measure level

iii. Assessments completed iv. Projects completed

c. Management and resolution of all customer satisfaction and local contractor issues in a timely manner.

d. Support program evaluation and independent review activities. e. Development of required applications and participation

agreements.

f. Energy efficient equipment inventory management and product qualification oversight.

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a. Ensure coordination with PSE LDI Program Manager, Energy Efficiency Outreach (EEO), PSE Energy Management

Engineers and PSE Lighting programs as relevant to program activities.

b. Coordinate with other PSE direct install program outreach activities including the Small Business Direct Install program. c. Demonstrated understanding of the needs and characteristics of

the customer segments served.

d. Develop relationships with local, regional and national

Hospitality organizations to promote program through a targeted marketing approach.

e. Coordination with and administration of cost sharing model with local water agencies for water saving measures

a. Comprehensive energy efficiency assessments at customer sites

b. Proposal and work order development indicating all eligible measures

c. Promotion of other PSE programs and/or services when interacting with contractors and customers

D. Local Contractor Engagement

a. Annual recruitment and enrollment of interested local contractors (must be registered as active Contract Alliance Network [CAN] contractors)

b. Development of and training for Local Contractors on LDI program, eligibility requirements, and measures

c. Negotiation of labor rates for LDI Projects

d. Coordination of onsite lodging engineers for self-install applications

e. Streamlined contractor-driven project review and approval

f. Work order development and assignment to enrolled contractors using a performance matrix referral process (similar to CAN structure)

g. Oversight of local contractor activities including: permitting compliance, quality assurance and customer satisfaction review h. Reimbursement of project costs to local contractors in a timely

manner E. Marketing

a. Coordination with PSE Marketing, LDI Program Manager and EEO

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b. All marketing collateral must be approved by PSE corporate communications, and meet PSE messaging and brand guidelines.

c. Support a localized approach to marketing the program, based on the region(s) served.

d. Complete PSE branding on all Program Materials, 3P implementer staffing, and any vehicles used in the field (as reviewed and approved by PSE).

e. Participate in up to 5 community outreach campaigns (i.e. “blitzes”) per year aimed to bundle and serve a set number of qualified businesses in a rural area over a three day period. F. Quality control

a. Field pre and post inspection of a specified number of projects for each enrolled local contractor

b. Ability to provide and support a one year warranty on all installed equipment

c. Support PSE efforts to survey customers on program satisfaction

G. Additional considerations

Savings Targets

The Lodging Direct Install Program targets for 2016-2017 Electric Program target: TBD

Gas Program Target: TBD Program Costs

Proposal should include a proposed administrative payment structure which may include (but is not limited to) the following payment structures:

performance based-payment, time and materials, milestone driven, flat fee, or a combination. PSE would be interested in and may consider a payment structure that prioritizes the smallest business customer through some type of tiered performance-based payment or bonus model. PSE will compare and align proposed material costs with those supplied by other PSE commercial programs.

Estimated budget should be based on the proposed measure mix (Attachment 1) and anticipated kWh and therm targets.

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LDI measures include lighting, refrigeration, aerators, smart plug-in strips, and HVAC measures. Anticipated measures are both traditional direct install measures (screw-in LED lamps, water savings measures, LED open signs, web-enabled thermostats, controls, etc.) as well as more comprehensive measures (Packaged terminal heat pumps, In room occupancy Controls, lamp and ballast replacements, full fixture retrofits, Electronically Commutated Motors and controls, basic HVAC tune up measures, etc.) that may require project permitting.

A list of eligible measures is included as an attachment to this RFP.

Candidates responding to this RFP are requested to complete this attachment with estimated installation costs for each of these measures, to be used as part of the proposal review. Costs should include labor, installation

equipment rentals, permitting, and any other related costs. They should not include the cost of the lamp, fixture, or other piece of equipment being installed. These costs are expected to be estimates, and will be further refined as part of the contracting process with the selected 3P.

If the 3P implementer would like to propose additional measures during the program cycle, the 3P shall provide calculations to support claimed unit energy savings for new and/or modified measures delivered by the program, and all energy savings shall be verified using standard engineering practices.

Incentives

Incentive by measure may vary depending on the measure installed and negotiated labor rate. It is anticipated that a subset of measures will be no-cost, while others will have an incentive cap that may be comparable to PSE’s other program incentives.

For the purposes of this proposal, program incentives should be based on a mix of no-cost and low-cost measures. Proposed incentive budget for no-cost measures should be based on total measure and installation costs. Incentive budget for low-cost measures should be estimated based on a $0.20 per kWh up to 50% of project cost for lighting measures, and $0.30 per kWh or

$5/therm up to 70% of project cost for non-lighting measures. An estimate is acceptable, as final incentive by measure and total incentive budget will be determined as part of the contract negotiation process.

As appropriate, PSE and the 3P implementer will recruit qualifying customers for this target market program. Recruitment may be done through community outreach, word-of-mouth referrals, door-to-door recruitment, key account

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relationships, and targeted marketing campaigns through small business associations. Proposal should demonstrate existing or proposed

relationships with associations or organizations that support small businesses and how they will be leveraged, if available. The 3P implementer will be required to actively screen and recruit potential customers.

Key partnerships include PSE account executives, PSE’s Energy Efficiency and Outreach teams, small business associations, other utilities that provide service to PSE customers, and government and community organizations. Summary of Supplemental Proposal Requirements

Proposal should address the following requirements in addition to the Proposal components listed in the RFP. Page limit for the additional requirements should not exceed 5 pages (not including Attachment 1).

1. Overview of experience directly related to the program-specific responsibilities listed under “Implementer Responsibilities”. 2. Proposed customer segments to be served and demonstrated

experience within those communities or other areas with similar characteristics.

4. Innovative recruitment strategies targeted to the qualified customer while leveraging key partnerships.

5. Complete “Attachment 1” to demonstrate estimated installation labor and permitting costs by measure.

All new measures must be designed in accordance with the Regional Technical Forums “Guidelines for the Estimation of Unit Energy Savings.”

The RTF guideline can be found here:

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Attachment 1.

Proposed Hospitality Measure List

Measure Details Estimated Measure Installation Cost per Unit Measure

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9 Lighting Electric Exterior - LED Area Fixture with Photocell

Lighting Electric Exterior - LED Wall Pack with Photocell

Lighting Electric Exterior - Fuel Canopy Lighting

Lighting Electric

reflector)

Lighting Electric

reflector)

8

For measure qualification criteria, please visit PSE’s Savings and Energy Center: http://pse.com/savingsandenergycenter/ForBusinesses/Pages/default.aspx 9 Labor and equipment costs should include labor and installation equipment rentals. Other should include permitting, and any other related costs (please define). Costs should not include the price of the lamp, fixture, or other piece of equipment being installed. These costs are expected to be estimates, and will be further refined as part of the contracting process.

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Attachment 1.

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9 Lighting Electric

reflector)

Lighting Electric Fixture - 4' 4L T12 HO to 4' 3L T8 (delamp)

Lighting Electric

reflector)

Lighting Electric Fixture - 4' 4L T12 to 4' 3L T8 (delamp)

Lighting Electric Fixture - HID to 4' 6L T8

Lighting Electric

Fixture - 8' 1L T12 HO F96 to 4' 2L 28W (retro

kit 2L 8')

Lighting Electric

8')

Lighting Electric

Fixture - 8' 2L T12 Delamp to 4' 2L T8 (retro kit

delamp)

Lighting Electric Fixture - 8' 2L T12 HO F96 to 4' 4L 28W Lighting Electric

8')

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Attachment 1.

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9 Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F25T8

Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F28T8

Lighting Electric Lamp - Tubular LED Lamp and Ballast

Lighting Electric Lamp - LED A Lamp

Lighting Electric Lamp - LED A Lamp - Globe

Lighting Electric Lamp - LED Decorative

Lighting Electric Lamp - LED MR16

Lighting Electric Lamp - LED Par 38 & 40

Lighting Electric Lamp - Occupancy Sensors

Lighting Electric Signs - LED Exit Sign

Lighting Electric Signs - LED Open Sign

Plug Load Electric Smart Strip Plug-In

Refrigeration Electric Case Lighting - Delamp T12/T8 with LED install Refrigeration Electric Case Lighting - T12 /T8 Replaced with LED

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Attachment 1.

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9 (Reach-in Display Case)

Case Lighting - T12/T8 Replaced with LED (Open

Case)

Case Lighting - Occupancy Sensor / Dimming

Controls

Refrigeration

Electric/ Gas

Cases - Add doors to Open Medium Temp

Cases

Refrigeration Electric Controls - Anti-Sweat Heat (Low Temp) Refrigeration Electric Controls - Anti-Sweat Heat (Med Temp) Refrigeration Electric

Controller (High Temp)

Controller (Low Temp)

Refrigeration Electric Controls - Floating Head Pressure - with VFD Refrigeration Electric Controls - Floating Head Pressure - without VFD Refrigeration Electric Gaskets - Reach-in Glass Doors (Low Temp) Refrigeration Electric Gaskets - Reach-in Glass Doors (Med Temp)

Refrigeration Electric Gaskets - Walk-in Cooler

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Attachment 1.

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9 Refrigeration Electric

ECM in Display cases

ECM in Walk-in

Refrigeration Electric Strip Curtains - Cooler

Refrigeration Electric Strip Curtains - Freezer

Hospitality

Electric/

Gas Packaged Terminal Heat Pump (PTHP)

Hospitality

Electric/ Gas

Packaged Terminal Heat Pump (PTHP)

occupancy control

Space Heat

Electric/

Gas Web Enabled Thermostat

Water-Saving

Electric/

Gas Aerators

Water-Saving

Electric/

Gas Coolermiser Installation

Water-Saving

Electric/

Gas Pre-Rinse Spray Spray Valves

Water-Saving

Electric/

Gas Showerheads

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Attachment 1.

Type

Electric/

Gas Measure Name

8

Total Labor Equipment Other9

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D. Commercial New Construction Performance Based Incentive Program Program Overview

Puget Sound Energy (PSE) is seeking proposals for a third-party (3p) implementer to provide early design assistance/discussions to design teams and to issue the payment of a performance-based incentive for new construction projects. The

program is aimed at commercial customers with the goal of being as straight forward as possible (i.e. avoiding building modeling, eliminating design submittals by the customer, etc). This program will be different from PSE’s existing new construction whole building approach program which has limited design assistance and requires customer’s to do modeling and provide submittals.

PSE is open to innovative delivery techniques and program options, including, but not limited to, savings methodology, application and program documentation submittal and incentive distribution.

The selected 3P implementer is required to manage all day-to-day program activities. The 3P must demonstrate examples of and/or ability to perform the following responsibilities, at a minimum:

a. Monthly tracking and reporting of program metrics (savings,

expenditures, pipeline, training attendance, implemented measure packages, site specific customer data, etc)

b. Manage relationships with construction industry allies to promote program goals

c. Manage, resolve, and report all escalated trade ally or customer issues d. Support program evaluation and independent review activities by PSE

and 3rd parties

B. Incentive management and processing. a. Application intake.

b. Application review and approval (project meets program criteria, review of electric and gas service provider based on location, etc.)

C. Marketing

a. 3p may market program to trade allies and customers as necessary to meet program savings targets

b. All program marketing collateral must be approved by PSE corporate communications, and meet PSE messaging and brand guidelines. c. Developers as well as the design community should be targeted. D. Quality control

a. PSE or 3p may field inspect project sites to verify installation according to construction documents, customer satisfaction, and program

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integrity. Specific inspection requirements will be determined during program development.

E. Proposed Incentives, savings and customer participation

a. Propose number of buildings that would participate and provide rationale for these estimates

b. Propose savings of overall program and provide rationale for these estimates

c. Propose incentive structure and rate. F. Other successful programs

a. Provide information on other utilities programs that have used similar approaches and their successes and challenges

Savings Targets

Bidders should propose potential kWh, therms, and customer targets for 2016-2017. Eligible Customers

All Commercial and/or Industrial customers receiving gas and electricity from PSE are eligible for the incentive.

Typical Savings to Customer

Variable based on business type and size, building characteristics, building system type and operating criteria.

Incentives

Performance incentives will be based on measured building energy performance during a prescribed occupancy period compared with a calculated or prescribed energy use baseline determined during the design phase. The 3p should suggest incentive rates, knowing that the final incentive rate will be determined during program development.

As appropriate, PSE and the 3P implementer will recruit qualifying customers for this target market program. Recruitment may be done through trade organizations (AIA, ASHRAE, etc), strategic relationships with design firms, word-of-mouth referrals, key account relationships, and targeted marketing campaigns. Proposal should

demonstrate existing or proposed relationships with associations or organizations that support new construction design and how they will be leveraged, if available. The 3P implementer will be required to actively screen and recruit potential

customers. Key Partnerships

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1. Will there be a fixed administration budget?

The budget and financial arrangements have not yet been determined. This will be subject to negotiation for the programs proposed.

2. Could the provider host a 3rd party website to maintain current trainings, program materials, marketing collateral, and upload of applications and program documentation materials?

Potentially. Any PSE branded website must meet PSE’s stringent data security requirements and brand guidelines.

All new measures must be designed in accordance with the Regional Technical Forums “Guidelines for the Estimation of Unit Energy Savings.” The RTF guideline can be found here:

http://rtf.nwcouncil.org/subcommittees/Guidelines/

4. Would the program cycle need to fit into the 2016-17 time frame? Not necessarily, since the design through construction and occupancy program usually takes more than 2 years.