SDG&E 2016 Preferred Resources Request for Offers Seeking Energy Efficiency Power Purchase Program Agreements

NOTE: The EE Redline of Pro Forma Agreement has been updated and re-posted as of March 24, 2016. Please use this document for redlining purposes of the Pro Forma Agreement to be submitted as part of your bid package.

Latest News & Update

Respondents are encouraged to check this RFO Website periodically for updates, notices, and postings. SDG&E, at its sole discretion, pursuant to orders from the CPUC, may change the terms, requirements and schedule of this solicitation. Respondents should monitor the RFO Website for announcements regarding any updates or changes including posted questions & answers. SDG&E will post all solicitation announcements, including scheduling changes or RFO amendments to this website. In particular, check the RFO website for (i) details on the pre-bid conference call and (ii) posting of answers to submitted questions.

Description of the RFO

In accordance with Decision ("D.")14-03-004 – Decision Authorizing Long-Term Procurement for Local Capacity Requirements due to Permanent Retirement of the San Onofre Nuclear Generation Station (the “Track 4 Decision”) approved on March 13, 2014, and the Carlsbad Energy Center Conditional Approval Decision (D.15-05-051), San Diego Gas and Electric (“SDG&E”) is issuing its 2016 Energy Efficiency  (“EE”) Request for Offers (“RFO”) to solicit bids (“Bids”) for energy efficiency program design and implementation approaches for innovative program(s) under SDG&E’s administration which meet the targeted objectives described in this RFO. For EE resources, the offered resource must provide for incremental Local Capacity Requirements ("LCR") capacity (MW) / energy savings (MWh) to SDG&E’s existing 2015-2016 EE portfolio and proposed 2017 EE portfolio and the going forward CAISO and CEC assumptions.

To demonstrate that the EE resources bid into the EE RFO are incremental, SDG&E will rely upon the descriptions and references to the EE assumptions used in the CAISO Track 4 Studies and the CEC EE studies  and advises bidders that they must explain how their EE products are incremental to these assumptions.  SDG&E encourages RFO participants to provide creative products that are not part of existing or planned programs that made up the assumptions used by the CAISO Track 4 Studies or CEC EE studies.

Winning Respondents shall enter into an agreement based on a Model Agreement for the capacity and energy savings from eligible resources that can meet the criteria described in the RFO document (provided below). Respondents may modify the applicable Model Agreement submitted as part of their offer package to the extent such modifications add value to the offer. SDG&E discourages any material modification of the Model Agreement.

Solicitation Documents

Forms are available on the RFO Website.  Failure to provide the required information may result in the proposal being deemed non-conforming and may disqualify the proposal from further consideration.

Required Forms and Documents

  1. Energy Efficiency Offer Form  – please submit one per project (xls).  Note:  Respondents must include in their Offer Form proposed pricing and if multiple pricing or capacity or other options are contemplated, multiple offer forms should be submitted. 
  2. Program Description Form – Please submit one per program (doc).
  3. Credit Application – please submit one per program (doc).
  4. Diverse Business Enterprise Subcontracting Commitment and Reporting Requirements (DBE) Form (optional) - Provide a copy of certification documents received from the Supplier Clearinghouse. An application can be made before submission of the offer and referenced in the offer.
  5. Redline of Pro Forma Agreement (doc)

    The Model Agreement includes some terms that provide options.  Respondent should provide a redline of the Model Agreement that reflects the attributes of their proposed project by selecting the correct options.  Terms that do not provide options are non-modifiable.

  6. Workpaper(s) associated with MW reductions per EE unit.  Respondent shall provide workpaper(s) showing the capacity reduction - MW reduction/EE unit (e.g., MW/ EE appliance) and the unit’s load profile.  The proposal must include workpapers to show the MW reduction calculations.  These workpapers are not standardized or provided by SDG&E and they may reference DEER-Database of Energy Efficiency Resources.

  7. Measurement and Verification Plan (M&V) - Provide a proposed M&V Plan and calculation methodology to forecast energy savings for the following year and to verify actual energy savings delivered. M&V Plan shall include estimated costs.

All offers must be uploaded to the PowerAdvocate® platform no later than 1 PM, Pacific Prevailing Time, on the CLOSING DATE (see RFO Schedule). The Program Description Form, Credit Application, DBE Subcontracting Form, and redline to the Model Agreement must be in Word or Word-compatible format (not in PDF).  The Offer Form must be in Excel or Excel-compatible format (not in PDF).

EE RFO Schedule

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





RFO Issued

February 26, 2016


Pre-Bid Conference / Bidder Outreach Event

April 13, 2016


Question submittal cut-off date.
Answers to all questions will be posted on the website no later than June 24, 2016

June 17, 2016


DEADLINE TO REGISTER for PowerAdvocate ® access / to download RFO forms and documents

June 24, 2016


Offers must be uploaded to and received on PowerAdvocate ® no later than 1:00 PM Pacific Prevailing Time on July 1, 2016

July 1, 2016


SDG&E Begins Bid Evaluation Process

July 2, 2016


SDG&E notifies Shortlisted Bidders

October 28, 2016


Letter due from Shortlisted Bidders indicating:

Withdrawal from SDG&E’s solicitation; OR Acceptance of shortlisted standing and including Shortlist Acceptance

+10 Days
after Shortlist Notification


SDG&E issues appreciation notices to unsuccessful Respondents

+3 Weeks
after Shortlisted Bidders accept/withdraw


SDG&E commences contract negotiations

+11 Days after Shortlist Notification


SDG&E Submits Agreements to CPUC for approval

Q2 2017


* Negotiation time will vary depending on proposal specifics including proposed contract modifications.


RFO Communication

The RFO and all subsequent revisions and documents are available for download from the RFO Website ( and the 2016 ENERGY EFFICIENCY (EE) RFO event on the PowerAdvocate® website.  Potential Respondents are responsible for monitoring the RFO Website and PowerAdvocate® for subsequent updates, notices and postings.

All questions or other communications regarding this RFO must be submitted via email to [email protected] and cc the IEs  Jon Jacobs -[email protected] and Barbara Sands - [email protected] by the DEADLINE TO SUBMIT QUESTIONS as specified in Section 3 RFO Schedule. SDG&E will not accept questions or comments in any other form. 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 RFO Website periodically for updates, notices, and postings. 

Outreach Event/Pre-Bid Conference

SDG&E will host one bidder outreach event on April 13, 2016 which will be an in-person event (with dial-in / webinar available for those that cannot attend in-person).  Participation in these events is NOT mandatory in order to submit an offer.


Event / Conference Information


LCR RFO Bidder Outreach Event / Bidder’s Conference

Date / Time

April 13, 2016 11:00 (PDT) – 2:00 (PDT) (we may not use all this time, depending on the length of the question and answer periods) *


Dial In


Conference ID



Energy Innovation Center
4760 Clairemont Mesa Blvd
San Diego, CA 92117


* Please also note that although refreshments will be served, we will not be serving lunch

Please monitor the RFO Website for further details (such as conference presentation materials and final arrangements for the second and third events).  SDG&E will make efforts to notify bidders of outreach event details via e-mail as well as providing this information via the RFO Website.

Any party interested in attending this pre-bid conference should email the following information to [email protected] and and cc the IEs  Jon Jacobs -[email protected] and Barbara Sands - [email protected]

  • Company name, and
  • Attendees’ names, titles and contact information

RFO Announcements

Please check this website periodically as SDG&E will post all solicitation announcements, including scheduling changes or RFO amendments if any.

Register to Submit Offers

Any party interested in submitting an offer must register to receive access to the 2016 ENERGY EFFICIENCY (EE) RFO event on PowerAdvocate® in order to submit an offer. To register, Respondents must follow the instructions outlined in Section 2 of the RFO, Website and Communications. All offers must be uploaded to the PowerAdvocate® no later than 1:00 p.m., Pacific Prevailing Time, on July 1, 2016 (Closing Date).  If Respondents encounter technical difficulties with the uploading process, they should provide evidence of such difficulties (e.g. a screen shot of the error message) and email the bid to:

The RFO mailbox: [email protected]

Carbon Copy (CC) to: [email protected]  and [email protected]

Emails shall be received by 1:00 p.m., Pacific Prevailing Time, on the Closing Date.