2011 Independent Evaluator (IE) for RFB
In December 2007, the California Public Utilities Commission (CPUC) issued a decision directing the California investor-owned utilities (IOUs) to use Independent Evaluator (IE) to monitor long-term resource solicitations that may involve affiliate, utility-owned or utility-turnkey bids and for all competitive solicitations seeking products greater than two years in length regardless of whom potential bidders may be. PG&E is issuing this Request for Bid (RFB) to increase its IE pool.
Roles and Responsibilities of an IE:
- Advise on the consistency of solicitation activities with the CPUC’s procurement-related rules and procedures and PG&E’s Commission-approved procurement authority.
- Assist in the development, design and review of Request for Offers.
- Provide recommendations concerning the precise definition of products sought, price and non-price evaluation criteria.
- Review the comprehensive quantitative and qualitative bid evaluation criteria and methodologies and assess whether these are applied to all bids in a fair and non-discriminatory manner.
- Report on the outcome of a solicitation using the appropriate CPUC-approved IE Report Template.
- Monitor the solicitation, bilateral negotiation and/or contract amendment.
- Provide presentations as requested to PG&E’s management and to its PRG concerning the IE’s findings or status.
- Providing final written assessment and/or testimony concerning whether or not the solicitation, bilateral negotiation and contract amendment processes were open, transparent and fair.
- Perform other duties as may be further defined in subsequent relevant regulatory proceedings or required by PG&E’s senior management.
For further detailed information, please click on the link: Fur further information, please click on the link below:
PG&E's Protocol document (DOC, 55 KB)
Note: Being included in PG&E’s IE pool is not a guarantee of specific work or projects. If and when PG&E selects an IE from its pool to monitor a specific solicitation, bilateral negotiation or contract amendment, PG&E and the IE will enter into its Master Service Agreement (MSA) at that time of official entrance into the pool. The MSA would incorporate PG&E’s requirements related to terms and conditions required as a consultant for PG&E.
Skills and Knowledge
An IE should have demonstrated skill and knowledge in:
- Electric and natural gas energy products and processes
- Turnkey projects
- Developing protocols, monitoring negotiation processes
- Written and presentation ability
- Energy products (e.g. renewable, conventional, combined heat and power, qualifying facilities, and natural gas, conventional)
- Differences of technologies (e.g. turbines, and renewable technologies
- Power and gas market derivatives (e. g. futures, swaps, contracts, options)
- Standards and industry practices of energy products, processes, and power purchase agreements
- Qualitative and quantitative modeling analysis
- Tax equity type projects
The following schedule applies to this RFB. PG&E reserves the right to revise this schedule at anytime and in PG&E’s sole discretion.
|RFB Issued||July 19, 2011|
|Bidders Conference||July 26, 2011, 3:00 pm (Pacific Time)|
|Submission of Bids||August 9, 2011, 5:00 pm (Pacific Time)|
|On-Site Meeting with PG&E||Weeks of August 16 through August 30|
|On-Site Meeting with PG&E’s Procurement Review Group||September 13, 2011|
A bidder's conference will be held on Tuesday, July 26, 2011. To participate, please call:
ACCESS (Dial-In) NUMBER:
1 866 775 2575 (Toll-free North America)
MEETING NUMBER: *4159734986*
PG&E will ask that you identify yourself and the organization that you represent.
Also, if you have any questions, please e-mail your requests to PG&E's Independent Evaluator at PGE Independent Evalua@pge.com
Required Documents for Submission of Bids
Master Service Agreement (Any exceptions to these terms must be specifically objected to by “redlining” each article and providing with 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.)
- Cover Sheet Long Form (Contract) (DOC, 117 KB)
- General Conditions (form) (DOC, 267 KB)
- Specification for Independent Evaluator Services (DOC, 301 KB)
- Declaration Regarding Conflict of Interest (DOC, 27 KB) for Independent Evaluator (in Compliance with Decision 07-12-052)
- Independent Evaluator Questionnaire (DOC, 61 KB)
- Certificate of Insurance to reflect adherence to PG&E’s Insurance Requirements as stated in Article X of PG&E’s Standard Services Agreement
- Previous written reports evaluating products, processes, or recommendations
- Technical vitae of all possible Independent Evaluator in the Independent Evaluator organization’s firm
- Example of previous clients
- Disclosure of previous work in California (type of work)
- Identification or verification of supplier diversity
Proposals shall clearly demonstrate compliance with all requirements in this RFB and shall include a cover letter signed by an authorized representative.
Please email your electronic response to PGE Independent Evaluator. Please use the e-mail address of: PGE Independent Evalua@pge.com
Respondents shall also submit hard copies of the Proposal by the deadline date indicated in the schedule to:
Sharon K. Tatai
Pacific Gas and Electric Company
P.O. Box 770000
Mail Code B25L
San Francisco, California 94177