2015 Independent Evaluator Request for Proposals

SDG&E is issuing this Request for Proposals (RFP) to solicit qualified parties to participate as part of SDG&E’s pool of Independent Evaluators (IE) for 2016-2018. SDG&E encourages IE’s currently in the IE pool to submit a bid if they wish to remain in the IE pool during the 2016-18 period. By responding, Respondents are bound by the terms of this RFP.

Complete requirements to participate, including a schedule of required submittals, are contained in the RFP Instructions below.

RFP Communication

All questions or other communications regarding this RFP should be submitted via e-mail to IERFP@SempraUtilities.com. All questions and answers will be posted on this website anonymously. SDG&E will not accept questions or comments in any other form, except during the pre-bid conference. Respondents are encouraged to check this RFP Website and PowerAdvocate® website periodically for updates, notices, and postings.

Solicitation Documents

Required Forms

Respondents may submit offers to this solicitation by submitting the forms listed below via the PowerAdvocate ® website no later than the Closing. The failure to provide the required information may result in the offer being deemed non-conforming and may disqualify the offer from further consideration.

  • Appendix 1 – Declaration Regarding Conflict of Interest. (doc)
  • Appendix 2 - Standard Service Agreement. (doc)
  • Appendix 3 - Independent Evaluator Questionnaire. (doc)
  • Certificate of Insurance to reflect adherence to SDG&E’s Insurance Requirements

These files are available via the links above and on the PowerAdvocate® website (note: the PowerAdvocate® website will be the only means to submit the required files and prospective respondents should register on PowerAdvocate® to receive a user name and password no later than August 26, 2015).

RFP Schedule

Step

Item

Date

1

IE request for proposals issued

Aug 7, 2015

2

DEADLINE TO SUBMIT QUESTIONS
Question submittal cut-off date.
Answers to all questions will be posted on the website no later than August 25, 2015

Aug 17, 2015 5p.m. local prevailing time

3

DEADLINE TO REGISTER
Participants are required to register for the RFP on PowerAdvocate®

Aug 26, 2015
5p.m. local prevailing time

4

CLOSING DATE:
Offers must be uploaded to and received by PowerAdvocate® no later than 5:00 PM
(Pacific Prevailing Time)

Sept 2, 2015 5p.m. local prevailing time

5

SDG&E Begins Bid Evaluation Process

Sept 3, 2015

6

SDG&E's preliminary recommendations sent to the PRG

Sept 18, 2015

7

PRG interviews respondents identified in step 6

Sept 21 - Oct 2, 2015

8

PRG provides recommendations to SDG&E

Oct 16, 2015

9

SHORTLIST NOTIFICATIONS
SDG&E notifies Shortlisted Respondents

Oct 21, 2015

10

Finalize contracts with Shortlisted Respondents

Oct 30, 2015

11

Send appreciation notices to unsuccessful respondents

Nov 2, 2015

12

Send request to ED for approval of SDG&E's IE pool for 2016-2018

Nov 3, 2015

13

Receive ED approval

Dec 11, 2015

14

Execute Contracts

Dec 18, 2015

The following schedule and deadlines apply to this RFP. SDG&E reserves the right to revise this schedule at any time and at SDG&E’s sole discretion. Respondents are responsible for accessing this RFP website for updated schedules and possible amendments to the RFP or the solicitation process.

All questions or other communications regarding this RFP should be submitted via e-mail to IERFP@semprautilities.com. All questions and answers will be posted on this website anonymously. SDG&E will not accept questions or comments in any other form. Respondents are encouraged to check this RFP Website periodically for updates, notices, and postings.

RFP Announcements

Please check this webpage periodically as SDG&E will post all solicitation announcements, including scheduling changes or RFP amendments.

Submitting Offers

Any party interested in submitting an Offer must register and receive access to the 2015 IE RFP event on PowerAdvocate® in order to submit an Offer. All Offers must be uploaded to the PowerAdvocate® no later than 5:00 p.m., Pacific Prevailing Time, on the CLOSING DATE (see RFP Schedule).  If Respondents encounter technical difficulties with the uploading process please contact PowerAdvocate Technical Support at 857-453-5800 or support@poweradvocate.com. If you continue to have issues, you should provide evidence of such difficulties (e.g. a screen shot of the error message) and email the bid to:

The RFP mailbox: IERFP@SempraUtilities.com

Emails shall be received by 5:00 p.m., Pacific Prevailing Time, on the Closing Date. Costs for participating and preparing bids shall be borne solely by the participants and not by SDG&E.

Required Forms

  1. Appendix 1 – Declaration Regarding Conflict of Interest. This is to be filled out by each potential IE; a minimum of one per firm is required.
  2. Appendix 2 - Standard Service Agreement. This RFP is subject to the attached Standard Service Agreement. Any exceptions to these terms must be specifically objected to by “redlining” each article and providing alternative language in your response. Failure to address said exceptions in the Proposal at this time shall be deemed a waiver of right to take exceptions and as an acceptance of all said Terms and Conditions at time of award. Please provide pricing within the redlined agreement.
  3. Appendix 3 - Independent Evaluator Questionnaire. Please enter your responses directly into Appendix C.
  4. Certificate of Insurance to reflect adherence to SDG&E’s Insurance Requirements as stated in Article 14 of SDG&E’s Standard Services Agreement in SCHEDULE A - GENERAL TERMS AND CONDITIONS.

All offer materials and information submitted shall be subject to the confidentiality provisions of this RFP.

Proposals shall clearly demonstrate compliance with all requirements in this RFP and shall include a cover letter signed by an authorized representative.

The RFP and all subsequent revisions and documents are available for download from the RFP Website (http://www.sdge.com/procurement/2015IERFP) and the 2015 IE RFP event on the PowerAdvocate® website. Potential Respondents are responsible for monitoring the RFP Website and PowerAdvocate® for subsequent updates, notices and postings.

The 2015 IE RFP event on the PowerAdvocate® website contains all required RFP forms and the RFP document. Respondents who intend to bid but do not yet have an existing account with PowerAdvocate® must first register to create a username/password in order to receive access to the event. See below for instructions to login/register:

http://marketing.poweradvocate.com/sites/default/files/sourcing_intel_quickstart_supplier.pdf

Logging In to PowerAdvocate

You can access the PowerAdvocate platform via a web browser.

  1. Open a web browser and go to http://poweradvocate.com

    PowerAdvocate functions in most web browsers; however, using browsers other than Internet Explorer version 6 or higher may cause certain functionality to work unexpectedly. Should you encounter problems, PowerAdvocate support may be unable to provide assistance until the issue has been replicated in a supported version of Internet Explorer.

  2. Click Login

    Login page appears; you may wish to bookmark it for quick access.

  3. Enter your account User Name and Password.

    Both are case-sensitive.

    If you do not have an account, go to http://marketing.poweradvocate.com and click the Registration link at the top of the page. If you have an account but do not remember your user information, click Forgot User Name or Forgot Password and they will be emailed to you.

  4. Click Login.

    First-time users must register as a Supplier using the instructions above and the Referral information below to access the RFP event:

    IERFP Referral Information

Users with an existing PowerAdvocate® account may request access to the event using the link below:

https://www.poweradvocate.com/pR.do?okey=51355&pubEvent=true

The RFP website contains RFP forms and documents, the RFP schedule, and a Question and Answer forum.  All questions or other communications regarding this RFP must be submitted via email to IERFP@SempraUtilities.com by the DEADLINE TO SUBMIT QUESTIONS as specified above in the RFP Schedule.  SDG&E will not accept questions or comments in any other form.