Attachment 2 BID PROPOSAL SUBMISSION GUIDE OCTOBER 2014 SOLICITATION

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1 Attachment 2 BID PROPOSAL SUBMISSION GUIDE OCTOBER 2014 SOLICITATION 1. Cntact Us If yu encunter difficulties in submitting yur Bid Prpsals nline, please cntact us: 2. Intrductin The PPL Electric RFP Team (215) The PPL Electric Utilities Crpratin s RFP Manager Team ( PPL Electric RFP Team ) will ntify applicants whether they are Qualified Bidders fr the Octber 2014 slicitatin n Octber 10, Only Qualified Bidders may submit Bid Prpsals. Qualified Bidders submit their Bid Prpsals nline in the fllwing manner: The Qualified Bidder fills ut a Bid Prpsal Spreadsheet fr each Prduct fr which the Qualified Bidder is submitting a Bid Prpsal. The Qualified Bidder sends its Bid Prpsal(s) t the PPL Electric RFP Team using PPL s secure electrnic file transfer system. The PPL Electric RFP Team cnfirms receipt by phne by prviding a Tag Number fr each Bid Prpsal Spreadsheet. Each f these steps is utlined belw. Tips and recmmendatins n hw t avid errrs are prvided in Sectin 7. Bid Prpsal Submissin Guide Octber 9,

2 3. Step 1: Dwnlading Bid Prpsal Spreadsheets There are separate Bid Prpsal Spreadsheets specific t each Prduct f the Full Requirements RFP. The Bid Prpsal Spreadsheets are available n the RFP website (www.pplplr.cm). Click here fr infrmatin n the Full Requirements RFP. Click abve links t expand left navigatin bar. Bid Prpsal Spreadsheets are fund n the DSP 2 Supplier Dcuments sectin n the left navigatin bar. Bid Prpsal Submissin Guide Octber 9,

3 Yu must dwnlad a Bid Prpsal Spreadsheet fr each Prduct fr which yu are submitting a Bid Prpsal. Bid Prpsal Submissin Guide Octber 9,

4 4. Step 2: Filling Out a Bid Prpsal Spreadsheet Open the Bid Prpsal Spreadsheet and cnfirm that it is fr the Prduct fr which yu are submitting a Bid Prpsal. Example f the Small C&I 12-mnth Fixed Price Full Requirements Prduct Bid Prpsal Spreadsheet: Fill in yur Bidder Infrmatin: The Cmpany Name shuld be the full legal name f the party executing the Supply Master Agreement. The Cntact Name shuld be the name f a persn with whm receipt can be cnfirmed. Enter Bidder Infrmatin here The PPL Electric RFP Team will cnfirm receipt t the cntact named at the phne number indicated. Bid Prpsal Submissin Guide Octber 9,

5 Nte: The Tag Number is filled in by the PPL Electric RFP Team and will be cmmunicated t yu by phne as a cnfirmatin f receipt f yur Bid Prpsal Spreadsheet. Leave blank Enter yur bids: Fill in a price fr 1 Ttal Tranche Supplied. Fr 2 Ttal Tranches Supplied, fill in a price r enter an X. If yu have filled in an X fr a given number f tranches, yu MUST put an X fr all subsequent (larger) numbers f tranches. Fr every number f Ttal Tranches Supplied yu MUST put either a price r an X. All price qutes are limited t tw (2) decimal places. Cnfirm that yur Bid Prpsal Spreadsheet is cmplete. The indicatr at the bttm f the page will say Cmplete. All cells shaded gray must be cmpleted. Any incmplete Bid Prpsal Spreadsheet submitted will be deemed a nn-cnfrming prpsal and will be eliminated frm cnsideratin. Bid Prpsal Submissin Guide Octber 9,

6 5. Step 3: Submitting Yur Bid Prpsal Spreadsheet Online Bid Prpsal Spreadsheets must be submitted t the PPL Electric RFP Team by secure electrnic file transfer during the Bid Prpsal Submissin Windw frm 12:00 p.m. (nn) 2:00 p.m. (EPT) n Tuesday, Octber 21, T use PPL s electrnic file transfer: G t Select Uplad Files. Enter yur name, address and phne number. Please prvide a cntact name and phne number where receipt f the Bid Prpsal Spreadsheet can be cnfirmed. The recipient s address is Agree t the terms and cnditins by chsing Yes, I agree frm the drp-dwn menu. T view the cmplete terms and cnditins, please see the fllwing web address: Enter the dwnlad passwrd. This passwrd will be prvided in yur Ntificatin f Qualificatin. The passwrd is case-sensitive and must be entered exactly as prvided. Bid Prpsal Spreadsheets submitted withut a dwnlad passwrd will be ignred and treated as thugh the Bidder had nt submitted a Bid Prpsal. Fr Cnfirmatin f Receipt Prvided in Qualificatin Ntificatin Click the Uplad Files buttn. Bid Prpsal Submissin Guide Octber 9,

7 Uplad all Bid Prpsal Spreadsheets as fllws: Use the drpdwn bar abve the navigatin bx n the left t select the lcatin f the file n yur cmputer. Use the single arrw buttn t mve highlighted files frm the navigatin bx n the left t the transfer queue n the right, r use the duble arrw buttn t transfer all files shwn in the navigatin bx t the transfer queue at nce. Repeat until all Prducts fr which yu are submitting a Bid Prpsal Spreadsheet are shwn in the transfer queue. Click Start Uplad t transfer the file(s) t PPL s secure server. Files cntained in flders selected here will appear in the left bx Use arrws t mve files t transfer queue Click t uplad files Bid Prpsal Submissin Guide Octber 9,

8 When the file(s) has (have) upladed, the screen will say Uplad Submitted. [TRACKING NUMBER] Yu will receive an with a tracking number cnfirming that yur file(s) has (have) been transferred successfully. Mre than ne file can be upladed at nce, and yu are encuraged t uplad all Bid Prpsal Spreadsheets at nce. 6. Last step: Receipt f cnfirmatin The PPL Electric RFP Team will receive an ntificatin with a tracking number specific t yur file(s). The PPL Electric RFP Team will dwnlad yur Bid Prpsal Spreadsheet(s) using the tracking number and the dwnlad passwrd. The PPL Electric RFP Team will cnfirm, by phne, receipt f yur Bid Prpsal Spreadsheet by cmmunicating t yu the Tag Number fr each Bid Prpsal Spreadsheet submitted. Calls will be made t the cntact at the phne number prvided, within 30 (thirty) minutes f receipt. Bid Prpsal Submissin Guide Octber 9,

9 7. Tips and Recmmendatins n Hw t Avid Errrs The examples belw are examples f Bid Prpsal Spreadsheets that have been filled ut incrrectly. Bidders shuld nte that the Bid Prpsal Spreadsheet cntains sme pp-up warnings t prevent incrrect entries. Hwever, the secure file transfer prcess will nt prevent yu frm submitting incrrect r incmplete Bid Prpsal Spreadsheets. Example 1: Incmplete Bidder Infrmatin Yu must cmplete all bidder infrmatin including cmpany name, cntact name, and phne number. Yu must enter a Phne Number Bid Prpsal Spreadsheet Incmplete Bid Prpsal Submissin Guide Octber 9,

10 Example 2: Nt Entering a Price r an X in Every Cell If yu nly wish t supply 7 tranches, yu MUST enter an X in the Price clumn fr all greater numbers f tranches. Yu must enter a price r X fr all Ttal Tranches Supplied Bid Prpsal Spreadsheet Incmplete Bid Prpsal Submissin Guide Octber 9,

11 Example 3: Nt Prviding a Price fr All Numbers f Tranches If yu wish t supply 9 tranches, yu must als enter a price t supply 1-8 tranches. If yu wish t supply multiple cmbinatins f ttal tranches at the same price, yu must enter that price fr each cmbinatin f Ttal Tranches Supplied. Yu must enter a price fr 1-8 Ttal Tranches Supplied Bid Prpsal Spreadsheet Incmplete Bid Prpsal Submissin Guide Octber 9,

12 Example 4: Entering a Price After Entering an X Yu cannt enter an X fr a number f tranches and then enter a price fr a greater number f tranches. If yu enter a price fr a ttal number f tranches, yu must enter a price fr all smaller numbers f Ttal Tranches Supplied. Bid Prpsal Submissin Guide Octber 9,

13 Example 5: Multiple Errrs Yu must enter a price r an X fr all cells in the price clumn. Yu cannt enter an X fr a number f tranches and then enter a price ffer fr a greater number f tranches. If yu wish t make a price ffer fr nly 1 tranche, yu must prvide a price fr 1 tranche and enter an X fr and subsequent tranches. If yu wish t make a price ffer fr 3 Ttal Tranches Supplied, yu must als enter a price ffer fr all smaller numbers f tranches (1 and 2) and must enter an X fr 4-9 Ttal Tranches Supplied. Yu must enter a price f ne (1) Ttal Tranche Supplied Yu must enter a price r an X fr all Ttal Tranches Supplied Bid Prpsal Spreadsheet Incmplete Bid Prpsal Submissin Guide Octber 9,

14 Example 6: Vilating Slicitatin Lad Cap Restrictins The maximum number f tranches bid acrss the 12-mnth and 9-mnth fixed price prducts fr the Residential Custmer Grup must nt exceed 11 tranches. The maximum number f tranches bid acrss the 12-mnth and 9-mnth fixed price prducts fr the Small Cmmercial & Industrial Custmer Grup must nt exceed 9 tranches. The maximum number f tranches bid acrss prducts fr a Custmer Grup must nt exceed the Slicitatin Lad Cap fr that grup. Bid Prpsal Submissin Guide Octber 9,

15 Example 7: Vilating Aggregate Lad Cap Restrictins The Aggregate Lad Cap fr a Custmer Grup ensures that, at any given pint in time during the perid June 1, 2013 thrugh Nvember 30, 2015, the Custmer Grup has n mre than a 50% expsure t any ne Default Service Fixed Price Supplier selected pursuant t PPL Electric s First Default Service Plan (DSP I) r Secnd Default Service Plan (DSP II). If a bidder has an Aggregate Lad Cap f 8 tranches in the Small Cmmercial & Industrial Custmer Grup, the maximum number f tranches bid acrss the 12-mnth and 9-mnth fixed price prducts fr the Small Cmmercial & Industrial Custmer Grup must nt exceed 8 tranches. In the example belw, althugh a bid f 9 tranches bid acrss the 12-mnth and 9- mnth fixed price prducts fr the Small Cmmercial & Industrial Custmer Grup is cmpliant with the Slicitatin Lad Cap f 9 tranches, it vilates the Aggregate Lad Cap. The Aggregate Lad Cap is specific t each bidder and is prvided in the bidder s Ntificatin f Qualificatin. The maximum number f tranches bid acrss prducts fr a custmer grup must nt exceed the Aggregate Lad Cap fr that bidder. Bid Prpsal Submissin Guide Octber 9,

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