Sample Energy Efficient Program Request For Proposal

Transcription

1 May 22, 2015 Subject: Puget Sound Energy Customer Energy Management 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 New Programs Energy Efficiency Services RFP Exhibits A-D Puget Sound Energy Page 1 of 126

2 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 CEMRFP @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 North Creek Parkway BOTH01 Bothell, WA All communication regarding this RFP should be directed to the following: CEMRFP @pse.com Sincerely, Elaine Markham, PE, CEM, CMVP Senior Market Analyst Energy Efficiency New Program Development Puget Sound Energy Puget Sound Energy Page 2 of 126

3 Puget Sound Energy Customer Energy Management REQUEST FOR PROPOSALS --- New Energy Management Programs for Program Portfolio 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 C. LODGING DIRECT INSTALL D. COMMERCIAL NEW CONSTRUCTION PERFORMANCE BASED INCENTIVE PROGRAM E. COMMERCIAL NEW CONSTRUCTION DESIGN COMPETITION F. INDUSTRIAL STRATEGIC ENERGY MANAGEMENT G. SMALL DATA CENTERS ENERGY EFFICIENCY H. INDUSTRIAL PUMP & BLOWER EFFICIENCY IMPROVEMENT INITIATIVE I. SINGLE FAMILY ELECTRIC WATER HEATER REPLACEMENT PROGRAM J. SINGLE FAMILY RENTAL MARKET ENGAGEMENT K. NEIGHBORHOOD SWEEPS L. MULTIFAMILY NEW CONSTRUCTION - WHOLE BUILDING SAVINGS APPROACH M. RESIDENTIAL CONTROLS III. PILOT PROGRAMS A. SINGLE FAMILY PERFORMANCE HEAT PUMP PILOT B. MULTIFAMILY RETROFIT ELV THERMOSTAT PILOT C. MULTIFAMILY RETROFIT STRATEGIC ENERGY MANAGEMENT PILOT IV. SOFTWARE AND WEB-ENABLED TOOLS A. RESIDENTIAL AND COMMERCIAL AUDIT SOFTWARE TOOL B. WEB-BASED LIGHTING RETROFIT CALCULATION TOOL V. PROPOSAL DETAILS A. REQUIRED ACTION ITEMS B. COMPLETING YOUR PROPOSAL C. BID EVALUATION D. POST PROPOSAL: NEGOTIATIONS, CONDITIONS AND AWARDING OF CONTRACT(S) E. SUPPLEMENTAL INFORMATION EXHIBIT A PROPOSAL COVER LETTER EXHIBIT B PROPOSAL SUMMARY DOCUMENT EXHIBIT C PROPOSAL COST SUMMARY DOCUMENT Puget Sound Energy Page 3 of 126

4 EXHIBIT D DOING BUSINESS WITH PSE REFERENCE DOCUMENTS AGREEMENT FOR SERVICES... ERROR! BOOKMARK NOT DEFINED. 2. STATEMENT OF WORK AND BUDGET DOCUMENT INSURANCE REQUIREMENTS MUTUAL CONFIDENTIALITY AGREEMENT (MCA) CO-BRANDING WITH PSE PROGRAM PARTICIPATION DATA REPORTING REQUIREMENTS CUSTOMER INTERACTION REQUIREMENTS Puget Sound Energy Page 4 of 126

5 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 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, A. Key Considerations for Bidders Any products bid through this RFP should be available for implementation starting January 1, 2016 and ending December 31, 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 The following represents our initial projected timeline. Puget Sound Energy Page 5 of 126

6 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 CEMRFP @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 throughout the greater Puget Sound region. Puget Sound Energy Page 6 of 126

7 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 Puget Sound Energy Page 7 of 126

8 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. Puget Sound Energy Page 8 of 126

9 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 North Central South Counties Whatcom, Skagit, Island Snohomish, King, Kittitas 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. Puget Sound Energy Page 9 of 126

10 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. c. Management and resolution of all customer satisfaction and local contractor issues in a timely manner. Puget Sound Energy Page 10 of 126

11 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 E. Marketing 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 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. Puget Sound Energy Page 11 of 126

12 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 Savings Targets a. Innovative delivery techniques and program options such as tablet based energy audits and enhanced engagement strategies. The SBDI program bi-annual savings targets for will be based on existing market potential and historical targets for the SBDI program, Commercial Direct Install 1 (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 ESG 2 programs in Bidders should use this information to propose potential kwh and therm targets for Note that the Commercial Direct Install program has traditionally focused on water savings measures only. 2 Note that the targets for ESG include savings from large grocery customers which will not be eligible for the SBDI program. Puget Sound Energy Page 12 of 126

13 Table 2. Eligible Customers by County/Region and Estimated Participation Rates Eligible Customers Defined by Rate Schedule 3 Region County Total G % Participation (Estimated 4 ) Island 3,589 3, % North Central South Skagit 8,026 7, % Whatcom 10,767 10, % King 87,652 46,687 4,135 36,830 15% Kittitas 2,135 1, % Snohomish 9, ,786 6% Kitsap 10,545 9, % Lewis % Pierce 21,363 9, ,723 10% Thurston 16,247 11, ,023 19% Table 3. Historical Targets by Program SMB Programs & Targets kwh Therms Small Business Direct Install 12,427,997 19,385 Commercial Direct Install 1,147, ,630 Energy Smart Grocer 12,000, ,000 Program Costs Proposal should include a proposed administrative payment structure which may include (but is not limited to) the following payment structures: performance basedpayment, 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 Schedules.aspx?Schedule_x0020_Type=Rate%20and%20Adjusting%20Schedules 4 Estimated participation rates are based on participation in any PSE program since 2012 Puget Sound Energy Page 13 of 126

14 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, webenabled 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 lowcost 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. Puget Sound Energy Page 14 of 126

15 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-toreach 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 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. Puget Sound Energy Page 15 of 126

16 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: Puget Sound Energy Page 16 of 126

17 Measure Type Electric/ Gas Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Labor & Total Equipment Other 6 Installation 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 - 2' 1L T12 to 2' 1L T8 Lighting Electric Fixture - 4' 1L T12 to 4' 1L T8 Lighting Electric Fixture - 4' 2L T12 to 4' 2L T8 Fixture - 4' 3L T12 HO to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 3L T12 HO to 4' 3L T8 Fixture - 4' 3L T12 to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 3L T12 to 4' 3L T8 Fixture - 4' 4L T12 HO to 4' 2L T8 (delamp & Lighting Electric reflector) 5 For measure qualification criteria, please visit PSE s Savings and Energy Center: 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. Puget Sound Energy Page 17 of 126

18 Measure Type Electric/ Gas Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Labor & Total Equipment Other 6 Installation Lighting Electric Fixture - 4' 4L T12 HO to 4' 3L T8 (delamp) Lighting Electric Fixture - 4' 4L T12 HO to 4' 4L T8 Fixture - 4' 4L T12 to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 4L T12 to 4' 3L T8 (delamp) Lighting Electric Fixture - 4' 4L T12 to 4' 4L T8 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 Fixture - 8' 2L T8 F96 to 4' 4L 28W (retro kit 4L 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 Lighting Electric Lamp - Tubular LED Lamp and Ballast Puget Sound Energy Page 18 of 126

19 Measure Type Electric/ Gas 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 Direction Par 30 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 Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Labor & Total Equipment Other 6 Installation 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) Refrigeration Electric Case Lighting - Occupancy Sensor / Dimming Controls Refrigeration Electric/ Gas Cases - Add doors to Open Medium Temp Cases Puget Sound Energy Page 19 of 126

20 Measure Type Electric/ Gas Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Labor & Total Equipment Other 6 Installation 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) Refrigeration Electric Controls - Evaporated Fan - Walk-In ECM 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 Refrigeration Electric Motors - Evaporator Motors - Shaded Pole to ECM in Display cases Refrigeration Electric Motors - Evaporator Motors - Shaded Pole to ECM in Walk-in Refrigeration Electric Strip Curtains - Cooler Refrigeration Electric Strip Curtains - Freezer Electric/ Hospitality Gas Packaged Terminal Heat Pump (PTHP) Puget Sound Energy Page 20 of 126

21 Measure Type Hospitality Space Heat Water-Saving Water-Saving Water-Saving Water-Saving Electric/ Gas Electric/ Gas Electric/ Gas Electric/ Gas Electric/ Gas Electric/ Gas Electric/ Gas Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Total Equipment Labor & Installation Other 6 Packaged Terminal Heat Pump (PTHP) occupancy control Web Enabled Thermostat Aerators Coolermiser Installation Pre-Rinse Spray Spray Valves Showerheads Other proposed measures for PSE consideration (provided by bidder) Puget Sound Energy Page 21 of 126

22 Measure Type Electric/ Gas Attachment 1. Proposed Small to Mid-Sized Business Measure List Measure Details Estimated Measure Cost per Unit Measure Name 5 Labor & Total Equipment Other 6 Installation Puget Sound Energy Page 22 of 126

23 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): 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.); Customer outreach and education, Direct installation of measures where/when possible; Technical assistance; Project permitting; Company/Customer recognition and follow-up; Cross-utility coordination; Coordination with and leverage of other federal and state energy efficiency resources Ensure ongoing system compatibility with PSE s energy efficiency platform Prioritize PSE brand during all marketing and outreach and customer interaction activities 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) Puget Sound Energy Page 23 of 126

24 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. Implementer Responsibilities 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: 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. 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. Puget Sound Energy Page 24 of 126

25 b. Demonstrated understanding of the needs and characteristics of the energy efficiency needs related to small agricultural processes C. Energy Efficiency Measures D. Marketing 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 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 a. Innovative delivery techniques and program options such as tablet based energy audits and enhanced engagement strategies. 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 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). Puget Sound Energy Page 25 of 126

26 County Total 8 11 % Participation (Estimated 7 ) Island 1,504 1, % Skagit 2,118 2, % Whatcom 3,576 3, % King 14,254 14, % Kittitas % Kitsap 4,449 4, % Pierce 3,048 3, <1% Thurston 3,998 3, % Bidders should use this information to propose potential kwh and therm targets for 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. 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 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 7 Estimated participation rates are based on participation in any PSE program since 2012 Puget Sound Energy Page 26 of 126

27 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. 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 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 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-tomid sized agriculture customer for the purposes of qualifying for this program. 3. Proposed innovative ways to prioritize serving the smallest and hardest-to-reach customers. Puget Sound Energy Page 27 of 126

28 4. Innovative recruitment strategies targeted to the qualified customer while leveraging key partnerships. Anticipated Questions 1. 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: Puget Sound Energy Page 28 of 126

29 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): 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.); Puget Sound Energy Page 29 of 126

30 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 sub segments 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. 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 Puget Sound Energy Page 30 of 126

31 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 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 E. Marketing 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 a. Coordination with PSE Marketing, LDI Program Manager and EEO Puget Sound Energy Page 31 of 126

32 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 a. Innovative delivery techniques and program options such as tablet based energy audits and enhanced engagement strategies. The Lodging Direct Install Program targets for 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. Puget Sound Energy Page 32 of 126

33 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 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 nocost, 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. 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 outreach, word-of-mouth referrals, door-to-door recruitment, key account Puget Sound Energy Page 33 of 126

34 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 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. 3. Proposed innovative ways to prioritize serving the smallest and hardest-to-reach customers. 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. Anticipated Questions 1. 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: Puget Sound Energy Page 34 of 126

35 Measure Type Electric/ Gas Measure Details Attachment 1. Proposed Hospitality Measure List 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 - 2' 1L T12 to 2' 1L T8 Lighting Electric Fixture - 4' 1L T12 to 4' 1L T8 Lighting Electric Fixture - 4' 2L T12 to 4' 2L T8 Fixture - 4' 3L T12 HO to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 3L T12 HO to 4' 3L T8 Fixture - 4' 3L T12 to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 3L T12 to 4' 3L T8 Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 8 For measure qualification criteria, please visit PSE s Savings and Energy Center: 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. Puget Sound Energy Page 35 of 126

36 Measure Type Lighting Electric/ Gas Electric Measure Details Attachment 1. Proposed Hospitality Measure List Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 Fixture - 4' 4L T12 HO to 4' 2L T8 (delamp & reflector) Lighting Electric Fixture - 4' 4L T12 HO to 4' 3L T8 (delamp) Lighting Electric Fixture - 4' 4L T12 HO to 4' 4L T8 Fixture - 4' 4L T12 to 4' 2L T8 (delamp & Lighting Electric reflector) Lighting Electric Fixture - 4' 4L T12 to 4' 3L T8 (delamp) Lighting Electric Fixture - 4' 4L T12 to 4' 4L T8 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 Fixture - 8' 2L T8 F96 to 4' 4L 28W (retro kit 4L Lighting Electric 8') Lighting Electric Fixture - Multi-Lamp Inc Fixture to 2L F17T8 Puget Sound Energy Page 36 of 126

37 Measure Type Electric/ Gas Measure Details Attachment 1. Proposed Hospitality Measure List 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 Direction Par 20 Lighting Electric Lamp - LED Direction Par 30 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 Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 Puget Sound Energy Page 37 of 126

38 Measure Type Refrigeration Refrigeration Refrigeration Electric/ Gas Electric Electric Electric/ Gas Measure Details (Reach-in Display Case) Attachment 1. Proposed Hospitality Measure List Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 Case Lighting - T12/T8 Replaced with LED (Open Case) Case Lighting - Occupancy Sensor / Dimming Controls 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 Controls - Evaporated Fan - Walk-In ECM Controller (High Temp) Refrigeration Electric Controls - Evaporated Fan - Walk-In ECM 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 Puget Sound Energy Page 38 of 126

39 Measure Type Refrigeration Refrigeration Electric/ Gas Electric Electric Measure Details Refrigeration Electric Strip Curtains - Cooler Attachment 1. Proposed Hospitality Measure List Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 Motors - Evaporator Motors - Shaded Pole to ECM in Display cases Motors - Evaporator Motors - Shaded Pole to ECM in Walk-in 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 Other proposed measures for PSE consideration (provided by bidder) Puget Sound Energy Page 39 of 126

40 Measure Type Electric/ Gas Measure Details Attachment 1. Proposed Hospitality Measure List Estimated Measure Installation Cost per Unit Measure Name 8 Total Labor Equipment Other 9 Puget Sound Energy Page 40 of 126

41 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. Implementer Responsibilities 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. General program management. 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. C. Marketing a. Application intake. b. Application review and approval (project meets program criteria, review of electric and gas service provider based on location, etc.) 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 Puget Sound Energy Page 41 of 126

42 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 Savings Targets a. Provide information on other utilities programs that have used similar approaches and their successes and challenges Bidders should propose potential kwh, therms, and customer targets for 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. 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 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 Key partnerships include PSE account executives, PSE s Energy Efficiency and Outreach teams, trade organizations, and government and community organizations. Puget Sound Energy Page 42 of 126

43 Anticipated Questions 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 3 rd 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. 3. 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: 4. Would the program cycle need to fit into the time frame? Not necessarily, since the design through construction and occupancy program usually takes more than 2 years. Puget Sound Energy Page 43 of 126

44 E. Commercial New Construction Design Competition Program Overview Puget Sound Energy (PSE) is seeking proposals for a third-party (3p) to develop and implement an annual design competition for newly constructed high-efficiency buildings in our service territory to showcase cutting edge technologies, create community awareness of PSE's support of energy efficiency, and encourage efficient building design. The program is aimed at commercial customers that completed the construction of a building within the last year and may have sector-specific categories. Implementer Responsibilities 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. General program management. B. Marketing a. Develop design competition criteria in collaboration with PSE. b. Promote competition with targeted marketing activities. c. Manage the competition including receiving submissions, organizing judging panel, overseeing the judging of submissions. d. Arrange award ceremony and appropriate publicity of award. a. 3p may market program to customers as necessary to meet program goals i. All program marketing collateral must be approved by PSE corporate communications, and meet PSE messaging and brand guidelines. Eligible Customers All Commercial and/or Industrial customers receiving, at a minimum, electricity from PSE are eligible. Competition will be for customers that complete a new building construction or major retrofit with significant energy performance upgrades within the last year. How Commercial Customers Can Participate The 3P implementer will develop and advertise award submission criteria. PSE and 3P implementer will recruit qualifying customers. 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. Any customer project meeting criteria will be eligible for submission. 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. Puget Sound Energy Page 44 of 126

45 Key Partnerships Key partnerships include PSE account executives, PSE s Energy Efficiency and Outreach teams, trade organizations, and government and community organizations. Puget Sound Energy Page 45 of 126

46 F. Industrial Strategic Energy Management Program Overview Puget Sound Energy (PSE) is seeking proposals to provide a Strategic Energy Management (SEM) support offering for industrial customer within PSE s current Resource Conservation Manager (RCM) program. The RCM program is managed by PSE in-house staff and has been very successful with participating schools and public sector customers, but has not achieved the level of success with participating industrial customers. The intent of the SEM support offering is to improve the success of current and future industrial customers by providing key SEM support functions. The proposal should be focused on achieving the following objectives: 1. Establish best practice in SEM for participating industrial customers. 2. Achieve cost effective energy savings in the program. 3. Provide excellent customer service and strengthen the relationship between PSE and large industrial customers. PSE is open to ideas or innovative approaches that minimize the risk of PSE in offering a new program. The program should be easy for customers to participate, offer options so the customers can choose to meet their needs, broaden the awareness of PSE energy efficiency programs, and build a strong community that PSE is part of. Implementer Responsibilities The selected provider is expected to develop and implement a SEM support offering that improves the success of the industrial RCM customers. The offering should include (at a minimum): customer meetings, SEM plan development, field assessments, tracking and reporting, and ongoing support. As an option to customers, PSE would also be interested if the provider could offer ISO certification support. PSE is open to innovative approaches that may reduce the cost or improve the success of the program, which may include the use of cohorts or partnerships with key organizations. Savings Targets The SEM program bi-annual savings and participation targets for are: Electric program targets: 30 customers, 10,000,000 kwh Through the SEM program, capital investment projects may be developed and implemented by participating in PSE s other programs including the custom grant program. Savings from capital investment projects should not be counted as the program savings. Only behavior and Operation and Maintenance (O&M) savings are reported as the SEM program savings. Puget Sound Energy Page 46 of 126

47 Eligible Customers The program will be offered to large industrial customers who are not in the Large User Self-directed Program (Sch 258 Program). For the top 40 customers in this customer segment, the average usage is 11,000,000 kwh/year, typically ranging from 6,000,000 to 25,000,000 kwh/year. Many of the large industrial customers have participated in PSE s Industrial System Optimization Program (ISOP) in the last four years. Significant O&M savings have achieved through the participation in the program. Bidders should take into consideration of the effects of ISOP in their program design and find ways to partner with the program. Many of the current industrial customers within the RCM program started with ISOP. Program Cost PSE is open to ideas on how to structure the program cost effectively while minimize PSE s risk in offering the new program. Payment structures can be based on performance ($/kwh), time and material, milestones, flat fee, or combination. Details on the cost should be provided to help PSE to evaluate the proposal. Incentives The program incentives will be administered directly to the customer through the RCM program. Customer Recruitment PSE prefers a turnkey approach in this program, where the consultant manages all aspects of the program including customer recruitment, program planning and implementation, measurement and verification (M&V), and program reporting. PSE program staff and large business account managers will support consultant on customer recruitment and will leverage current participants in the ISOP and RCM programs. In addition, PSE can provide 15-minute interval data (if available) to screen potential customers. If interval data is not available, PSE can also provide billing information, which includes load factor information. PSE can also provide program data, such as measures implemented and savings achieved for past participation in PSE energy efficiency programs. Puget Sound Energy Page 47 of 126

48 G. Small Data Centers Energy Efficiency Program Overview Puget Sound Energy (PSE) is seeking proposals to implement a Small Data Center (SDC) program that targets embedded data centers with less than 100 kw server loads. If PSE moves forward with the SDC program, it will replace PSE s current data center program, which is focused on data centers with more than 60 kw server load. The key driver behind the change in targeted customers and program design is to reach more PSE customers. The objectives of the program are: 1. Help a broad range of customers in the implementation of energy efficiency improvements in their data centers. 2. Achieve cost effective energy savings in the program. 3. Provide excellent customer service and strengthen the relationship between PSE and its business customers. PSE is open to ideas or innovative approaches that minimize the risk of PSE in offering a new program. The program should be easy for customers to participate, offer options so the customers can choose to meet their needs, broaden the awareness of PSE energy efficiency programs, and build a strong community that PSE is part of. Savings Targets The current data center program, targeted at data centers larger than 60 kw, had savings targets of 8,000,000 kwh in the planning cycle (budget: $764,100, $1.2 million in ) and 10,000,000 kwh in the planning cycle. The actual achievements were 9,046,966 kwh for 6 customers in and 611,902 kwh for 1 customer in PSE is hoping to target around 50 to 100 customers that save 5,000,000 kwh to 10,000,000 kwh in Bidders should use past program performance, knowledge of PSE s service territory, and knowledge of new program to propose potential customer and kwh targets. Eligible Customers The program will be offered to all business customers whose applicable data center is not in the Large User Self-directed Program (Sch 258 Program). The loads in the data center should be less than 100 kw server loads. Customers that have more than 100 kw of server load must have PSE approval prior to participation. Program Cost PSE is open to ideas on how to structure the program cost effectively while minimize PSE s risk in offering the new program. Payment structures can be based on performance ($/kwh), time and material, milestones, flat fee, or combination. Details on the cost should be provided to help PSE to evaluate the proposal. Incentives Puget Sound Energy Page 48 of 126

49 The program should offer financial incentives to customers who achieve savings through the program. Proposal should outline the cost structure that indicates the program administration cost for consultant to manage the program and incentive to customers on $/kwh for savings. The proposal should also outline the proposed measures. Customer Recruitment PSE prefers a turnkey approach in this program, where the consultant manages all aspects of the program including customer recruitment, program planning and implementation, measurement and verification (M&V), and program reporting. PSE program staff and large business account managers will support consultant on customer recruitment. In addition, PSE can provide 15-minute interval data (if available) to screen potential customers. If interval data is not available, PSE can also provide billing information, which includes load factor information. PSE can also provide program data, such as measures implemented and savings achieved for past participation in PSE energy efficiency programs. Puget Sound Energy Page 49 of 126

50 H. Industrial Pump & Blower Efficiency Improvement Initiative Program Overview Puget Sound Energy (PSE) is seeking proposals to develop a program that targets customers operating fans and blowers, water and waste water pumps and pump systems. The selected consultant will design a cost-effective program to be implemented internally by PSE. The program will focus on: 1. Unlocking the energy savings potential hidden in pumps, blowers and fans operated in PSE s service territory. 2. Increasing the participation of water agencies, and wastewater treatment plants and farmers to existing PSE energy efficiency programs such as Custom Grants, the Resource Conservation Management (RCM) Program, and the Industrial Systems Optimization Program (ISOP). 3. Increasing the number of grant applications received by PSE for costeffective, reliable and feasible energy efficiency measures targeting pumps, pump systems and blowers. 4. Benchmarking, design assistance and fast tracking project development to procure utility incentives to water agencies, wastewater treatment plants and farmers. 5. Identifying and recruiting contractors and suppliers of pumps and blowers to join PSE s Contractor Alliance Network (CAN). The new initiative will direct customers of this traditionally hard to reach sector towards existing energy efficiency programs. PSE is open to ideas or innovative approaches that minimize the risk of PSE in offering a new program. The program should be easy for customers to participate, offer options so the customers can choose to meet their needs, broaden the awareness of PSE energy efficiency programs, and build a strong community that PSE is part of. Savings Target A preliminary estimate of the sector-wide baseline energy consumption yields 42 million kwh/year that are spread across (115) electric meters with recorded energy use between 90,000 kwh/year and 2.1 million kwh/year per meter. The program biannual savings and participation target for is 3,000,000 kwh. PSE is open to ideas or innovative approaches that minimize the risk to PSE in offering a new program. Eligible Customers This initiative targets customers with blowers and pumps bigger than 20 hp and operating for at least 1,500 hours/year. Such customers include: Waste water treatment plants Puget Sound Energy Page 50 of 126

51 Water production and distribution agencies Municipalities Farms Program Development Cost Details on the cost associated with the development of the program should be provided to help PSE to evaluate the proposal. More specifically, the proposal should include a breakdown for the cost and time the selected consultant would take to perform the following tasks: 1. Thoroughly assess the size of the market for energy efficiency measures targeting pumps, pump systems, fans and blowers. This assessment would include quantifying end use equipment per size, per type, per volume of utilization, and per customer. 2. Identify the market barriers. 3. Identify the key players in this market such as suppliers, vendors, buyers and users. Assess the level of engagement of these players with PSE. 4. Develop a marketing/outreach plan with tentative calendar of activities that PSE would conduct to build relationship with customers and enroll them in the 2016/2017 energy conservation biennial plan. 5. Develop a list of training opportunities (webinar and on-site) recommended to PSE s energy management engineers, outreach team and program managers to help making this initiative a success. 6. Recommend specific tools to be used to analyze and evaluate pump and blower related energy efficiency projects quickly and accurately. 7. Calculate the total resource cost of this program. 8. Develop a program manual. 9. Develop an implementation plan. 10. Suggest and perform other tasks that would help this program to succeed. Incentives The program should offer financial incentives to eligible customers through our existing business incentive channels, which are described on PSE s website ( Customer Recruitment A customer recruitment strategy should be provided as part of the program development. Key Measurement of Success A successful program should be measured by these key parameters: Puget Sound Energy Page 51 of 126

52 1. Increase in the number of grant applications received by PSE for costeffective, reliable and feasible energy efficiency measures targeting pumps, pump systems and blowers. 2. The program achieves the saving goals, and operates within timeline and budget. Anticipated Questions 1. What is the current level of participation of customers of the water and waste water treatment segment to PSE s programs? Even though there are potentially hundreds of pumps, pump systems and blowers, whose efficiencies have never been assessed or optimized, on average PSE incentivizes on average only one pump or fan project per year to farmers, water and wastewater agencies. 2. What is the current level of interest of customers of the water and waste water sector for PSE s incentive program? Early this year, PSE was contacted by the Pacific Northwest Clean Water Association to provide training during the 2015 Western Washington Short School Show, under the track of Water Infrastructure and System Efficiency. The leaders of this professional organization explained that most water and wastewater districts are small, and therefore focus on operational effectiveness and system. 3. What would be the profile of the ideal candidate responding to this RFP? The ideal candidate should have a solid track record in: a. Implementing energy efficiency programs specifically targeting customers with pumps, pump systems, fans and blowers. b. Planning or executing a customer outreach and recruiting strategy that resulted in an increase in energy efficiency projects focusing on pumps, fans and blower systems c. Identifying, analyzing and evaluating energy-efficiency measures on pumps, fans and blowers. The referred measures must be cost-effective, reliable and feasible. d. Selling energy-efficiency projects to customers in the water and wastewater segment e. Understanding the culture of municipalities, water agencies and wastewater treatment plants well enough to get energy efficiency projects done. 4. What is the budget associated with this RFP? There is no specific budget amount allocated to this initiative. In providing a quote for its proposed services, the respondent to this RFP should understand that PSE is mandated to look for cost-effective ways to drive energy conservation in this hard to reach market. Using metrics such as estimated $/kwh saved, PSE will assess the quote for program development in proportion to the anticipated overall cost of the initiative (design, development, implementation and verification.) Puget Sound Energy Page 52 of 126

53 New Programs Residential Energy Management (6 Programs Total): I. Single Family Electric Water Heater Replacement Program Program Overview Our proposed Electric Water Heater Replacement Program will serve our electric customers by proactively replacing inefficient electric storage water tanks with an energy efficient NEEA Tier 3 heat pump water heater. We are looking for an installation contractor partner who can assist us with providing and installing the equipment. The ultimate goal would be to mitigate the cost for the customer as much as possible; with the ideal scenario allowing PSE to provide the replacement to our customers at no cost. Our installation partner would provide the yet-to-be determined incentive as an instant rebate ; which would then be reimbursed by PSE. PSE will manage all marketing and promotional activities in-house; however there may options available for co-op marketing opportunities. We may also opt to pursue a partnership with other neighboring electric utilities such as Seattle City Light, Snohomish PUD and Tacoma Power. Bidders shall propose on the following programmatic services associated with the program that are summarized here: A. Goods: Propose the cost of up to 2,000 tier 3 heat pump water heaters installations (unit + install) Quantities are subject to change and are specific to PSE customers only. Separate quantities may be established if a partnership between Seattle City Light and/or Snohomish County PUD is established. Goods will require a ten-year full replacement warranty. (Per NEEA s guidelines for HPWH s) B. Data: A mutually agreed upon reporting tool or system will be required for each customer that will be managed by bidder and any labor associated with this activity. C. Services: As mutually agreed upon that will be managed by bidder to include the following: Installation of Tier 3 Heat pump water heater Instant rebate (to be reimbursed by PSE) Quality control Customer services Co-op marketing opportunities D. It will be the responsibility of the bidder to perform project launch activities including: Project start-up (Installation Implementation Plan) Reporting tool development Customer recruitment strategy suggestions Puget Sound Energy Page 53 of 126

54 Scheduling and customer coordination Quality Control/Assurance Customer Service/Warranty Period Evaluation period (contracted separately by PSE) Savings Targets The Electric Water Heater Replacement Program s bi-annual savings and participation targets for are unknown at this time; however there is a designated saving value for a Tier 3 Heat Pump Water Heater currently being developed and vetted by the Regional Technical Forum. This savings value should be official by 1/1/2016. Eligible Customers The program will be offered to all single-family electric customers that have a preexisting electric storage water heater of any age. Typical Savings to Customer The savings potential for the Tier 3 heat pump water is still being finalized; however the current savings value for a Tier 2 heat pump water heater is 1794 kwh. The average customer cut water-heating energy consumption by up to 50% compared to a standard electric storage tank. Installing a heat pump water heater also has the potential to reduce a customer s overall electric bill by 10%. Incentives The program delivery goal is to provide this as a direct install at no cost to the customer. However, this will be determined based on program proposal costs and overall cost-effectiveness. How Customers Can Participate PSE will conduct marketing and promotional activities to solicit participation, with the assistance of our installation partner. These activities will target PSE s electric service territory. Key Partnerships In addition to our installation partner, it will be pivotal to engage the distributor network as well. PSE is also interested in the possibility of collaborating with Seattle City Light, Snohomish County PUD and Tacoma Power to possibly achieve higher market penetration and support NEEA s regional Smart Water Heat initiative. Puget Sound Energy Page 54 of 126

55 J. Single Family Rental Market Engagement Program Overview The Rental Market Engagement Strategy will provide tenants, property owners and managers with access to PSE efficiency measures and education through direct marketing and outreach, utilizing SPIFFs or spilt incentives. This program is intended to provide opportunity to tenants and PSE customers who pay PSE utility costs and provide them with efficiency upgrades that may otherwise be up to the decision of the property owner or manager. PSE estimates the potential to reach a minimum of 7,500 unique customers through the program. The upgrades and services should include the following: Checklist review of eligible measures Direct install of efficient lighting, showerheads, and advanced power strips Facilitation of follow-on shell and mechanical measures It is preferred that the vendor can support customers speaking multiple languages due to PSE s diverse customer base. Bidders shall propose on the following programmatic services associated with the Rental Market Engagement program summarized here: A. Goods: Propose pricing and installation services to include but not limited to the following products: 75,000 high efficiency LED lamps 3,750 high efficiency showerheads 6,000 tier 2 Advanced Power Strips 3, GPM faucet aerators The quantities are subject to change. Partner will require a two-year full replacement warranty. B. Data: A mutually agreed upon reporting tool or system will be required for each customer and may be managed by the bidder or PSE and must be able to be integrated into PSE s DSM system. C. Services: As mutually agreed upon that will be managed by bidder to include the following: A marketing and outreach plan Installation of efficiency products Quality control Customer services D. It will be the responsibility of the bidder to perform project launch activities including: Puget Sound Energy Page 55 of 126

56 Project start-up (Implementation Plan) Marketing collateral development Project form development Customer recruitment Scheduling and customer coordination Installation as required Customer Service/Warranty Period Evaluation period (contracted separately by PSE) Final project report E. PSE will hire a third-party, under a separate contract, for any evaluation, measurement, and verification of the products and services provided to the customer. You will be asked to assist and support that the following PSE key objectives are met: Verify statistically significant cost-effective annual energy savings Assess overall customer engagement and customer satisfaction levels during each milestone of the program to include marketing, installation verification and details, training, ease of use, contractor referral services, and end results. Savings Targets The bi-annual savings and participation targets for are unknown at this time. Eligible Customers The program will be offered to single-family properties with building of 4 or less attached units within the PSE service territory. Direct install of efficiency measures, including but not limited to: LEDs, showerheads, aerators, and APS units to be provided to PSE electric customers only. Typical Savings to Customer The savings potential for this technology is to be determined and unknown across the industry due to the interactivity of the measures. Based on stand-alone measures the following estimated stand-alone unit energy savings: Direct install A-lamp LED 19 kwh Direct install BR30 LED 32 kwh Direct install Globe LED 15 kwh 1.5 GPM showerhead 270 kwh / 17 therms 1.5 GPM faucet aerator TBD Savings are assumed to be based on a per unit basis. Puget Sound Energy Page 56 of 126

57 Incentives Direct install at no cost to the customer. An applicable SPIFF or splint incentive is to be determined for the tenant. Applicable follow-on incentives for weatherization or mechanical upgrades completed at the premise. How Customers Can Participate PSE and the vendor will conduct outreach to solicit participation from untouched single-family customers in PSE s combined service territory. Key Partnerships PSE is interested in collaborating with key outreach partners with established relationships with property owners and managers. Puget Sound Energy Page 57 of 126

58 K. Neighborhood Sweeps Program Overview Neighborhood sweeps promote energy efficiency awareness on a community-bycommunity basis while encouraging residential customers to take measurable action during a limited period of time. These actions, along with the actions of their collective neighbors, deliver PSE s already existing programs at a greater economy of scale; saving both the customer and PSE money. Delivery Methods Bidder will work with PSE to mutually determine and agree upon each community. Neighborhood sweeps may occur in one of two methods; A. Surprise & delight Bidder shows up unannounced at any given mutually agreed upon neighborhood to perform, sell, or provide a number of energy efficiency measures until they are either gone or after a predetermined period of time. B. Pre-planned and scheduled - Bidder will be responsible for implementing a mutually agreed upon marketing plan to customers about an upcoming neighborhood sweep and bidder will be responsible for providing each customer an appropriate call to action for participating in a number of energy efficiency measures for a predetermined period of time. Measures The measures performed, sold, or provided to each customer will be up to each bidder, but will be mutually agreed upon between winning bidder and PSE. Measures should be ones that PSE either already offers a program for or has known energy-savings. These measures may include, but are not limited to; LED lighting, showerheads, aerators, advanced power strips, weatherization, home heating equipment, connected home or other home automation. Bidders are encouraged to provide a mix of measures; each delivered at a convenient service and cost that customers would not find through other means. Savings Targets In order to make this program achieve the desired economies of scale, it needs to reach a large quantity of customers during The goal is that roughly 2% of PSE s customers will participate in at least one measure and at least 10% of PSE customers will be given the opportunity to participate. This will be at least 22,000 households participating with at least 110,000 households given the opportunity. Customers PSE Residential Electric and Gas customers are eligible. Community targets will be focused on the homes that primarily heat with fuel provided by PSE. Key Partnerships Puget Sound Energy Page 58 of 126

59 The program will require involvement, collaboration and support from multiple PSE teams including; Direct-to-Consumer Channel, Dealer Channel, Corporate Communications, Energy Efficient Communities, Outreach Support, and the Energy Advisors. The winning bidder will be given one main point of contact within PSE that will help prioritize any competing requests from within PSE. Any jurisdictional requirements to deliver any of the proposed work will be the responsibility of the bidder. Program Management Bidder is required to manage all day-to-day program activities. As mutually agreed upon, the following will be managed by the bidder to include, but is not limited to; 1. Program start-up and implementation plan 2. Marketing implementation including printing & distribution of collateral 3. Program form development 4. Customer recruitment 5. Providing of measure to customer 6. Quality Control/Assurance 7. Customer Service/Warranty 8. Monthly Tracking & Reporting including, but not limited to; expenditures, implemented measures, and customer data. 9. Weekly program status meetings with PSE Branding Requirements Bidder will be fully branded PSE and from the customers perspective they are PSE. This will include a fully wrapped PSE branded truck and PSE branded clothing. Any marketing used to promote the program will also be branded, not co-branded, as PSE. Proposal Requirements, specific to this scope: 1. Propose desired delivery method(s), measure(s), and quantities that bidder would implement. 2. Cost structure to develop, implement, and manage this program as outlined in this RFP. 3. Bidder s fee as either a fixed cost or as a percentage of actual costs that would be billed on a monthly basis. 4. Bidders should propose based upon what they believe would be the best possible program to meet the goals outlined in this RFP along with what the bidder believes will be best for PSE and our shared customers. This might include, at bidder s option, a low, medium and high scenario for PSE consideration. Puget Sound Energy Page 59 of 126

60 L. Multifamily New Construction - Whole Building Savings Approach Program Overview PSE's Multifamily New Construction program is designed to increases the installation of energy efficient measures into multifamily (MF) buildings during construction, in the PSE service area. Eligible customers include owners and developers receiving electricity, natural gas or both from PSE. High efficiency measures need to be specified and installed during design and construction. If they are not installed during construction, it may take many years before these buildings receive energy efficient upgrades. Currently the Pacific Northwest is seeing an unprecedented multifamily construction boom. We are tracking approximately 150 projects that may be completed in This program targets structures with three or more attached residential units. The current program delivery is a measure by measure incentive approach. The developer team choses which measures they wants to install in their bindings. PSE then executes an agreement with the developer. Once the measures are installed, PSE verifies and pays the developer a financial incentive. PSE is seeking a whole building approach to energy efficiency for this sector. This does several things: Increases the installation of energy efficient measures Helps the developer make informed decisions on energy efficiency Secures greater savings per building Lowers PSE costs to secure savings per building Provide a simple application that includes incentives, measures, etc. The selected vendor must provide, at a minimum, the following services to the participating PSE customers: A. General program management: Assist PSE with market characterization, program design and associated forms and documents Assist in the development and implementation of a package of measures based off the current WSEC Coordinate with PSE marketing team to develop a marketing strategy to promote the program: Marketing to developers Tenant awareness campaign Potential program support: Developer outreach Project Verification B. Additional considerations Puget Sound Energy Page 60 of 126

61 PSE is open to new and innovative program delivery techniques and program options that enhance engagement strategies. PSE is open to explore payment options which may include T&M, cost/kwh, unitized material costs, and milestone driven, flat fee, or a combination. PSE will compare and align proposed material costs with those supplied by other PSE programs. Savings Targets The estimated MFNC program savings targets for : Gas program target: 50,000 therms Electric program target: 5,000,000 kwh to 10,000,000 kwh (based on program goals. We expect higher savings based on the current construction market but do not have accurate numbers at this time) Average saving per project: 108,000 kwh/3600 therms Measures/Systems Measures include but not limited to building envelope upgrades, water saving devices (showerheads, aerators) efficient appliances, common area lighting load reductions, parking garage lighting load reductions, condensing water heaters, condensing boilers and custom calculated measures Eligible Customers Eligible customers include an owner, developer, or agent acting on behalf of responsible party of service receiving electricity or natural gas through PSE. Typical Savings to Customer Depending on size and scope of project and the suite of installed measures. Incentives Incentives vary based on measure savings. See Measures/systems for list of measures. Incentives will be developed based on avoided costs for both electric & natural gas measures. How Customers Can Participate PSE will recruit qualifying customers (developers, architects, general contractors, equipment suppliers etc.) for this program. This will be done by reviewing new construction publications, past participants, Outreach activities include, but are not limited to developer project meetings, targeted marketing, generate program awareness at industry events, development of marketing materials, advertising, Key Account relationships or trade ally driven approaches. Key Partnerships Key partnerships include PSE account executives, PSE Efficient Communities outreach teams, development community stakeholders and Builder organizations. Puget Sound Energy Page 61 of 126

62 M. Residential Controls Program Overview Puget Sound Energy (PSE) is looking to give customers options on how they might control the power usage within their homes for the purpose of saving them energy and money. This might include a comprehensive connected home strategy or specific products that would control select equipment, circuits, or power systems within a customer s home; such as for lighting and home heating. Specific products might include, but are not limited to; wireless controls, photocell controls, and webenabled thermostats. Separately or in addition, PSE is looking to provide marketing communication to our shared customers through their control system about a number of energy-efficiency programs that PSE offers. This communication might be transmitted through the hardware or software of the control products to be delivered at the equipment itself or through other electronic means, such as , mobile, web, or text messaging. As part of a program, PSE seeks to identify the energy savings potential by deploying these products in residential homes. Currently less than two percent of homes in the United States have some form of control technology. PSE will also be evaluating each product s ability to do one or more of the following in the most costeffective manner for PSE and our customers: Interface with a broad array of home appliances, including but not limited to: lighting, entertainment, heating and cooling systems. Provide real time energy monitoring across all products (mobile or web). Provide actionable tasks: Adjust temperature, turn off lights, appliances. Provide customer with alerts and notifications. Provide PSE with energy usage data and behavioral insights. Interface with current PSE online offerings, including MyPSE. Desired Goods and Services: Bidders shall propose on the following programmatic services associated with connected home products and services. Goods: Propose a scale of 1,000 to 5,000 PSE single family residential customers that heat primarily with fuel provided by PSE; either natural gas or electricity. PSE will welcome proposal structures that range from the full product cost covered by PSE or for there to be some customer obligation. Goods will require a full two-year warranty. A mutually agreed upon report tool or system will be required for each customer that will be managed by the bidder. Puget Sound Energy Page 62 of 126

63 Services: As mutually agreed upon that will be managed by the bidder to include the following: A marketing campaign Customer Registration System Installation that may be customer installed, contractor installed or some combination thereof. Quality control Customer service Web and software including any web-enabled products. Monthly tracking & reporting, including, but not limited to; expenditures, implemented measures, and customer data. Weekly project status meetings with PSE Project Launch is anticipated Q and will be the responsibility of the bidder to manage. Project launch will include: Project start up (implementation plan) Marketing collateral development Project form development Customer recruitment Installation as required Quality control / Assurance Customer service / Warranty period Branding Requirements Please refer to the Co-Branding with PSE guidelines within this new Program RFP. For any service that requires customer interaction, bidder will be fully branded as PSE and from the customers perspective they are PSE. This will include PSE branded vehicles and clothing. Any marketing used to promote the program will also be branded with PSE. Goods/Products & Services Please refer to Section V guidelines within this new Program RFP. In addition, please address each of the below in your proposal for this specific scope. Your proposal must include and/or address each of these components. For items that are not applicable, please indicate as such. Product Hardware and Software Description to include: Product manufacturer, product name, and a high level description Puget Sound Energy Page 63 of 126

64 Include Product Specifications sheet as an imbedded icon or as an attachment to your proposal. Product Reliability testing statistics summarize or imbed What differentiates your product Include any independently published Product evaluations Product Recalls: Provide General Statement identifying any recalls to any thermostats produced by your company during the last 3 years. Provide a specific statement about recalls/reliability of proposed product. Product developer, product name, high level description How long commercially available Current Software revision level, next revision level Customer Obligations, Customer Service Plan, and Cost to include: Please refer to Section V guidelines within this new Program RFP. When replying to this specific scope, please also address this item within your response to Customer Obligations, Customer Service Plan, and Cost: How hardware and software product training is conducted for customers for use with products. Puget Sound Energy Page 64 of 126

65 III. Pilot Programs A. Single Family Performance Heat Pump Pilot Program Overview The Performance Heat Pump Pilot program will attempt to incentivize customers who install high efficiency Tier 3 air-source heat pumps to also receive O&M measures, optimize air distribution through duct sealing, and install advanced controls to measure and maximum energy savings potential. This program provides a proactive way for our partners to engage customers who are installing Tier 3 air-source heat pumps in either single-family stick built or manufactured homes. In short, through a collaborative effort between PSE Contractor Alliance Network (CAN) HVAC partners and PSE CAN weatherization contractors, qualified customers will have access to a package of services including the installation of a Tier 3 sir-source heat pump, sizing and lockout control, advanced thermostat and duct sealing for qualified customers. All measures are required to be delivered as instant rebates to the customer. PSE is interested in studying the savings potential across different demographics, including stick-built single-family and manufactured or mobile homes. In addition, PSE is interested in understanding real time performance of the heat pump, pre and post duct sealing as applicable, particularly through the tier 3 web-enabled thermostat used in the program. It will be critical that technical support is available to PSE s customer as well as integrated evaluation protocols are incorporated into the process. A thorough risk analysis and mitigation plan will be required to address issues such as wireless connectivity and any other identified/perceived obstacles. Bidders shall propose on the following programmatic services associated with the Performance Heat Pump Pilot summarized here: A. Goods: Propose installation of up to 1,000 Tier 3 air-source heat pumps and Tier 3 web enabled thermostats capable of meeting PSE s sizing and lockout requirements. Complete prescriptive duct sealing and insulation measures to eligible customers. The quantities are subject to change and are specific to PSE electric customers only. Partner will require a two-year full replacement warranty. B. Data: A mutually agreed upon reporting tool or system will be required for each customer that will be managed by bidder in collaboration with PSE. C. Services: As mutually agreed upon, services will be managed by bidder to include the following: A marketing and outreach plan Installation of Tier 3 heat pump, sizing and lockout controls and Tier 3 web-enabled thermostat, and prescriptive duct sealing by vendor and/or subcontractor partner relationship Quality control Puget Sound Energy Page 65 of 126

66 Customer services D. Project launch is anticipated January 1, 2016, with an anticipated duration of 12-months. It will be the responsibility of the bidder to perform project launch activities including: Project start-up (Implementation Plan) Marketing collateral development Project form development Customer recruitment Scheduling and customer coordination Installation as required Customer Service/Warranty Period Evaluation period (contracted separately by PSE) Final project report E. PSE will hire a third-party, under a separate contract, for any evaluation, measurement, and verification of the products and services provided to the customer, you will be asked to assist and support to ensure that the following PSE key objectives are met: Verify statistically significant cost-effective annual energy savings. Facilitate full suite of installation or services for the customer, per required and developed specifications Assess overall customer engagement and customer satisfaction levels during each milestone of the program to include marketing, installation, training, hardware/application appearance, ease of use, thermostat/application performance, and comfort level Savings Targets The bi-annual savings and participation targets for are unknown at this time due to a lack of conclusive evaluations with established/accepted quantifiable savings estimates. Eligible Customers The program will be offered to single-family properties with buildings of 4 or less attached units that have PSE electric heat provided by an existing forced-air furnace or older inefficient air-source heat pump. Typical Savings to Customer The savings potential for this technology is to be determined and unknown across the industry due to the interactivity of the measures. Based on stand-alone measures, below are the estimated stand-alone RTF unit energy savings (UES): FAF to HP conversion is 3,912 kwh Puget Sound Energy Page 66 of 126

67 Tier 3 air source heat pump 939 kwh Sizing and lock-out is 1,152 kwh Web-enabled advanced thermostat control is undetermined and TBD Prescriptive duct sealing and insulation for HP system is 1859 kwh A provisional conservative savings value may be assigned for a combined delivery of the measures based on research of similar product evaluations. PSE welcomes any relevant third party studies to help inform this effort. Savings are assumed to be based on a per dwelling unit basis with an average of 1 thermostat per home. Incentives Incentives to be aligned with PSE s prescriptive rebates and / or bundled. How Customers Can Participate PSE and the vendor will conduct outreach to solicit participation from untouched single-family customers in PSE s electric service territory. Key Partnerships PSE is interested in collaborating with existing CAN members as part of the singlefamily existing weatherization program and HVAC program. Puget Sound Energy Page 67 of 126

68 B. Multifamily Retrofit ELV Thermostat Pilot Program Overview The electronic line voltage thermostat (ELVT) pilot will attempt to quantify energy savings from upgrading existing bi-metal thermostats controlling electric resistance heat. Each zone of the home including the main living area and bedroom(s) will receive its own thermostat. Up to 3 tiers of product may be evaluated under the pilot including 1) basic electronic thermostat, 2) programmable electronic thermostat, and 3) web-enabled thermostat. The incremental savings associated with each of the 3 ELVT tiers is of particular interest to PSE. However, a single product tier may only be selected for the pilot based on further market research and estimated savings potential. PSE is also interested in studying the savings potential across different demographics, including lower income, particularly if the tier 3 web-enabled thermostat is selected. It will be critical that technical support in multiple languages is available due to PSE s diverse customer base residing in multifamily homes. A thorough risk analysis and mitigation plan will be required to address issues such as wireless connectivity, resident turnover, property management turnover, and any other identified/perceived obstacles. The estimated baseline population of PSE multifamily electric customers is 225,000+, 80% of which have baseboard heating. Bidders shall propose on the following programmatic services associated with the ELVT pilot that are summarized here: A. Goods: Propose up to 5,000 tier 1 electronic thermostats, 3,000 tier 2 electronic programmable thermostats, and 2,000 tier 3 web-enabled thermostats for PSE multifamily residential customers with electric resistance heat. The quantities are specific to PSE customers only and are subject to change based on a sample size necessary to achieve statistical significance. Separate quantities may be established if a partnership between Seattle City Light and/or Snohomish County PUD is established. Goods will require a two-year full replacement warranty. B. Data: A mutually agreed upon reporting tool or system will be required for each customer that will be managed by bidder. C. Services: As mutually agreed upon that will be managed by bidder to include the following: A marketing campaign Installation performed by vendor or subcontractor Quality control Customer services Web and software applications including any web-enabled devices Puget Sound Energy Page 68 of 126

69 D. Project launch is anticipated January 1, 2016 with an anticipated duration of 24-months. It will be the responsibility of the bidder to perform project launch activities including: Project start-up (Implementation Plan) Marketing collateral development Project form development Customer recruitment Scheduling and customer coordination Installation as required Quality Control/Assurance Customer Service/Warranty Period Evaluation period (contracted separately by PSE) Final project report E. PSE will hire a third-party, under a separate contract, for any evaluation, measurement, and verification of your product, you will be asked to assist and support that the following PSE key objectives are met: Verify statistically significant cost-effective annual energy savings. Track type and quantity of customer interactions as a response to the thermostat through the in-home device, website, and mobile app over a 1-year timeframe. Assess overall customer engagement and customer satisfaction levels during each milestone of the program to include marketing, installation, training, hardware/application appearance, ease of use, thermostat/application performance, and comfort level. Savings Targets The ELVT bi-annual savings and participation targets for are unknown at this time due to a lack of conclusive evaluations with established/accepted quantifiable savings estimates. Eligible Customers The program will be offered to multifamily properties with building of 5 or more attached units that have PSE electric resistance heat. Typical Savings to Customer The savings potential for this technology is unproven and unknown across the industry. A provisional conservative savings value may be assigned for each of the product tiers based on research of similar product evaluations. PSE welcomes any relevant third party studies to help inform this effort. Savings are assumed to be based on a per dwelling unit basis with an average of 2.5 thermostats per home accounting for each of the zones (main living area and each bedroom). Puget Sound Energy Page 69 of 126

70 Incentives Direct install at no cost to the customer. How Customers Can Participate The vendor (with assistance from PSE) will conduct outreach to solicit participation from previously served and untouched multifamily properties in PSE s electric service territory. Key Partnerships PSE is interested in collaborating with Seattle City Light and Snohomish County PUD in order to achieve higher economies of scale and spread the sample size across a larger service territory. Puget Sound Energy Page 70 of 126

71 C. Multifamily Retrofit Strategic Energy Management Pilot Program Overview The Strategic Energy Management (SEM) program will be a pilot added to PSE s Residential portfolio. SEM provides a holistic approach to multifamily energy efficiency by engaging property owners, managers, and residents to achieve energy cost reductions. The savings will primarily be derived through behavioral changes, operational improvements, facility maintenance, and attention to utility accounting. PSE acknowledges that this is relatively unchartered territory with regard to multifamily behavioral programs and is looking to a vendor with related experience that can help co-design and implement a successful pilot. The proposal must also identify a clear EM&V plan. The SEM program has four primary goals: 1. Educate customers on behavioral changes, operational improvements, facility maintenance, and attention to utility accounting 2. Develop strong relationships and with customers and raise awareness 3. Create sustainable energy management practices 4. Generate cost-effective savings The selected vendor through this RFP must provide, at a minimum, the following services to the participating PSE customers: Customer portfolio benchmarking Energy management workshop tailored for the customer Topics may include: SEM program goals, energy accounting, energy auditing, portfolio benchmarking, business case development, etc. Assistance in the development and implementation of an Energy Management Plan (EMP) Property walkthroughs and control system review for the top five highest opportunity properties Identification of capital, O&M, and behavior energy savings opportunities Creation of 12-month Portfolio Action Plan Additionally the vendor will be required to provide the participating customers with regular updates, ongoing technical support, and a detailed six month reengagement. At the six month mark, the vendor should re-evaluate the customer s portfolio, assessing progress, and updating the Portfolio Action Plan as needed. The engagement strategy with property management staff will inevitably differ with that of residents. Examples of residential engagement may include gamification, performance monitoring, sub-metering, educational workshops, or any other motivational tools to achieve persistent savings. In the SEM program, the roles are as follows: Puget Sound Energy Page 71 of 126

72 PSE will provide support via customer recruitment, forms, utility bill information, incentives, and final savings analysis. PSE will also provide the customer and vendor access to a utility accounting system (either Utility Manager or internally developed software) and energy interval data (if available). The vendor will provide hands-on education and documentation of significant behavioral changes, operational improvements, and facility maintenance in a standardized format. The customer will appoint a green champion, implement a resource management plan (with the assistance of the vendor), and will pay for 30% of the service. The following paragraphs describe specific program design elements: Initiation Once a customer is interested, they will complete a PSE application form. The application will include a facility inventory (total area, utility account information, etc), the contact information for a green champion, and a utility data release form (in order to share utility information with the vendor). PSE will then generate a formal grant agreement that outlines the responsibilities of PSE and the customer. Once PSE and the customer sign the grant agreement, PSE will forward the appropriate information to the contactor. Implementation The vendor will engage with the customer immediately after their enrollment, assessing the customer s facilities, implementing an energy management plan (done jointly with the customer), and finding behavior, O&M, and capital projects. After six months, the vendor will re-evaluate the customer s portfolio. The vendor will also provide regular updates and ongoing technical support. During this time, the vendor will document all significant behavioral changes, operational improvements, and facility maintenance. Assessment After one year has been completed, PSE will review all documentation and customer s utility bills in order to determine the final savings across the customer s portfolio. Savings Targets The SEM program bi-annual savings and participation targets for are: Electric program targets: 40 properties, 2,000,000 kwh (subject to change) Eligible Customers The program will be offered to multifamily properties that consume a minimum of 1,000,000 kwh of PSE electricity. For properties within the portfolio that consume less than 1,000,000, PSE approval is required. Typical Savings to Customer Puget Sound Energy Page 72 of 126

73 The typical customer should save 5 percent per year combined for both residential and commercial and consume a minimum of 1,000,000 kwh. Since the program will claim savings based on one year of performance, no behavioral savings will be claimed in The savings claimed in 2017 will be based on successful participation of at least 20 properties within the portfolio from year 1 of the pilot (20 x 1,000,000 kwh x 5% = 1,000,000 kwh). Incentives The incentive structure will be fleshed out in the coming months based on cost effectiveness and achievable savings potential. However, the program design will ideally remain relatively consistent with PSE s Strategic Resource Management (SRM) program for commercial buildings. The SRM program funds 70% of the vendor costs up front and expects the customer to fund the remaining 30% of the service. To reward the customer after one year of participation, PSE provides an incentive of $0.02/kWh saved up to the 30% of the service cost. If the vendor successfully helps the customer surpass the 5% target, the vendor receives a performance incentive of $0.02/kWh for annual electrical savings that exceed the target. Savings realized through direct install or capital measures funded by PSE outside of the pilot will not be attributed to the SEM program. The following table provides (2) scenarios to articulate the SRM program incentive structure: Scenario 1 Scenario 2 Baseline (kwh) 2,000,000 1,000,000 Service Cost (estimate) $10,000 $8,000 Customer Base Incentive (70%) $7,000 $5,600 Target kwh Savings (5%) 100,000 50,000 Actual Annual Savings (kwh) 200, ,000 Customer Performance Incentive $3,000 $2,400 Vendor Performance Incentive $2,000 $1,000 How Customers Can Participate PSE and the vendor will conduct outreach to solicit participation from an interested property manager with a large portfolio of properties in PSE s electric service territory. Puget Sound Energy Page 73 of 126

74 Key Partnerships PSE will explore partnering with organizations and adjoining utilities to simultaneously address related utility expenses. Anticipated Questions Q: Do measures already offered in the PSE Multifamily Retrofit program count toward the 5% savings target? A: No, savings from measures such as direct install LEDs or HVAC upgrades where an incentive is already offered will not be counted toward the 5% savings target. However, we plan to attribute and track the increased uptake of measures already offered as a secondary benefit to the SEM pilot. Puget Sound Energy Page 74 of 126

75 IV. Software and Web-Enabled Tools A. Residential and Commercial Audit Software Tool Software Overview Puget Sound Energy (PSE) is seeking proposals for a web-based software tool that allows users (primarily trade allies, third party program implementers, and program staff) to conduct onsite energy assessments in both residential and commercial customer sites; and allows customers to complete online self-assessments of their home or business. Current State PSE currently utilizes EnergySavvy to provide home auditing for residential customers through the HomePrint Assessment program. This software serves PSE s needs for residential energy assessments and has the ability to provide site eligibility screening, energy performance ratings, itemized recommendations, measure installation records, and connections back to PSE resources. PSE currently utilizes OPower to provide online self-assessments of their home or business. These assessments are basic in that they ask a few questions in order to determine approximate load disaggregation and potential energy tips. Desired State The ideal solution will be a web-based product that is mobile and tablet friendly. It should work across multiple platforms (windows, Apple, etc) and provide the ability to update automatically when connected online. The solution should be capable of providing sophisticated energy assessments to both residential and small-to-midsize (SMB) commercial customers that provides direct links to PSE incentive programs. The software should provide customers with the ability to complete an online selfassessment of their home and business. In addition, the solution could allow program staff, third party implementers, and trade allies to manage customer progress through various workflows and stages of engagement in the respective programs. Technical Requirements This software tool must have the following basic requirements: Provide the ability to function when not connected to the internet and have the ability to update automatically when reconnected online Work across multiple platforms/operating systems (windows, Apple, Internet Explorer, Chrome, Firefox, etc.) Generate onsite energy assessment reports that identify energy efficiency measures, potential energy savings, rebate amounts, and simple paybacks Configure for use with multiple building types, end uses, energy efficiency measures, and program delivery models Puget Sound Energy Page 75 of 126

76 Collect basic site data including customer contact information, building information such as age, size, occupancy type, and equipment data This software tool could include, but is not limited to the following features: Integration/communication with PSE s DSM management system (Nexant s ienergy DSM Central) to share calculated savings, cost, and customer information. Ability for electronic approval by customers and electronic authorization by program staff Ability to generate project leads to various PSE programs by trade allies, third party implementers, and program staff Ability to validate customer site eligibility against PSE data files It will be critical that technical support is available to PSE customers and program staff, as integrated IT security protocols are incorporated into the process. A thorough risk analysis and mitigation plan will be required to address issues such as wireless connectivity, data transfer and any other identified/perceived obstacles. Bidders shall propose on the following programmatic services associated with the Residential and Commercial Audit Software summarized here: A. Goods: Proposed software application shall be capable of handling a minimum of two in-house customer segments including: small to medium (SMB) business and single-family residential customers. PSE is also interested in an application that can handle additional workflows for end uses / customer segments such as business/commercial lighting, commercial HVAC programs, and large commercial custom projects. Additionally, the software application should be able to provide a self-service online audit platform suitable for both SMB and residential customers. B. Data: Mutually agreed upon reporting protocols and customized reporting functionalities for program, evaluation and marketing use; integration into PSE s DSM platform; and, secure data storage of PSE customer lists used for site eligibility validations. C. Services: As mutually agreed upon, services will be managed by bidder to include the following: Provide technical support and user training for program staff and partners Complete PSE IT security compliance testing requirements, including but not limited to auditing server operations, conducting vulnerability assessment(s), and/or testing (static or dynamic) of the tool. Bidder will share the results of the test(s), and will incorporate necessary changes to ensure any resulting PSE data integrity/security concerns are addressed. Integrate platform and workflow customization services available on a quarterly basis Puget Sound Energy Page 76 of 126

77 Develop Quality Control parameters to test data integrity on a consistent and agreed upon schedule D. Launch: Project launch is anticipated January 1, 2016, with an anticipated duration of 24-months. It will be the responsibility of the bidder to perform project launch activities including: Project start-up (Implementation Plan) Project scoping and workflow development Customization of field assessment data collection variables to align with PSE s unique set of measures IT security compliance requirements Custom reporting services Beta testing and review Training This RFP is sponsored by the Residential Energy Management (REM) and Business Energy Management (BEM) groups, a division within Customer Solutions at PSE. Although PSE will hire a third-party, under a separate contract, for any evaluation, measurement, and verification of the products and services provided to the customer, you will be asked to assist and support to ensure that the following PSE key objectives are met: Verify accuracy in data collection variables from field assessments by completing necessary Quality Control protocols Facilitate full suite of accessible online and offline data collection platforms and develop a risk mitigation plan to preserve the integrity of the data collected Provide ongoing technical support Key Partnerships PSE is interested in collaborating with existing Contractor Alliance Network (CAN) members, service providers, and program staff to aid in the testing and design of the workflows. Puget Sound Energy Page 77 of 126

78 B. Web-Based Lighting Retrofit Calculation Tool Software Overview Puget Sound Energy (PSE) is seeking proposals for a web-based tool/software that allows users to input and modify a pre-existing or proposed lighting retrofit project. The ideal tool/software should calculate energy savings, incentives, cost effectiveness and code compliance based on user inputs. The intent of the tool/software will be to replace the existing PSE Lighting Excel Workbook and PDF applications. Current State PSE current leverages an excel workbook for all lighting projects. This workbook is not mobile or tablet friendly, which makes it difficult to complete while in the field. In addition, the workbook requires frequent updates, which is difficult to manage due to limited resources and version control issues. Desired State The ideal solution will be a web-based product that is mobile and tablet friendly. It should work across multiple platforms (Windows, Apple, etc) and provide the ability to update automatically when reconnected online. The software will be managed by the provider and have the ability to handle all existing functions of the current lighting workbook. The ideal solution will also have the ability to capture customer signatures, validate customer information, and validate that the proposed fixture or lamp meets the qualified product list requirements. Technical Requirements The ideal tool/software must have the following basic requirements: Provide the functionality and calculation capabilities of the existing PSE Lighting Excel Workbook and PDF applications. The current workbook can be found here: _PSE 2015 Business Lighting Workbook V3-3.xlsm The functionality includes application input, fixture libraries, interaction effects with HVAC, etc. Provide default lighting libraries of common lighting and fixture types with prefilled wattage. PSE should have the ability to edit and update the libraries. Provide the ability for custom fixtures and wattages. Provide revision control tracking, as projects are updated between the customer/contractor and PSE Energy Management Engineer. Puget Sound Energy Page 78 of 126

79 Offline capabilities for software/mobile applications that have the ability to update automatically when reconnected online. Cross platform capable (Windows, Apple, Internet Explorer, Chrome, Firefox, etc.) The ideal tool/software could include but is not limited to the following optional abilities: Ability to capture customer signature. Ability to attach files to project (invoices, pictures, etc.) Mobile and tablet device applications or possibility for future mobile or tablet applications, for ios, Android, and Windows platforms. Integration/communication with PSE s DSM management system (Nexant s ienergy DSM Central) to share calculated savings, cost, and customer information. Fixture and lamp validation with qualified products list (ENERGY STAR, Design Lights Consortium, etc) Customer data validation Puget Sound Energy Page 79 of 126

80 V. Proposal Details Once every two years Puget Sound Energy Inc. (PSE), a privately-owned gas and electric utility located in Bellevue, Washington releases a major Request for Proposal (RFP) for Energy Efficiency Programs associated with PSE efforts to reduce energy usage for our residential and commercial customers. This umbrella RFP covers multiple energy efficiency Program categories: 18 new programs (further detail found in the RFP). Your firm may submit proposals for one or more of these categories. It is mandatory that each proposal submitted be a stand-alone RFP response conforming to format identified within the attached proposal. Individual program sectors may require responses to items not included in this section. Note: Different PSE subject matter experts/evaluators will be reviewing each of the 18 program categories separately. The purpose of this RFP is to consider bids for each of the 18 program categories. The completeness/thoroughness of your response will help us determine which of the programs we elect to move forward. These Programs generally have a two-year contract term with a start date of January 1, 2016 and an end date December 31, We plan to complete the contracting process by mid-october. A. Required Action Items 1. Submit Intent to Bid by end of day June 5, 2015 via at CEMRFP @pse.com a. Intent to Bid form located in Exhibit A b. Submit one (1) form for each RFP response being submitted. The purpose of the Intent to Bid document is to verify contact information and insure that only RFP participants participating in a specific program RFP receive updates, amendments, question responses and any other documents provided after the initial RFP release. c. Clearly label the subject line: Letter of Intent, Program Name, Your Company Name. Submit Bidder s Questions by end of day June 5, 2015 via at CEMRFP @pse.com d. Submit a separate list of questions for each RFP response being submitted. This is your only opportunity to ask questions in this preproposal phase. e. Clearly label the subject line: Questions, Program Name, and Your Company Name. Puget Sound Energy Page 80 of 126

81 f. The release of the RFP begins a quiet period for Bidders participating in this project. Bidders shall not call PSE employees to discuss potential projects or ask questions. Questions can be properly asked via within the timeline provided. Responses to all questions will be provided in writing to all Bidders by end of day June 12, Submit Proposals g. 1 set via sent to CEMRFP @pse.com Electronic proposals must be received by no later than 5:00 PM Pacific Time, June 26, Clearly label the subject line: Program Name Your Company Name h. (2) hard copies must be received by no later than 5:00 PM Pacific Time, July 1, 2015 Puget Sound Energy Attn: Eli Buzuku North Creek Parkway BOTH01 Bothell, WA Clearly label the envelopes/boxes: Program Name Your Company Name All costs to participate in this RFP process are the responsibility of the bidder. B. Completing Your Proposal Your proposal must include and/or address each of the below components, must be submitted in the order outlined below, and must adhere to page limitations. Proposals that do not follow this format are at risk of being disqualified. Please place your company name and the page number on each page. Proposal should be numbered as follows: Section I. Summary Information 1. Proposal Cover Letter, Content for this document (Exhibit A) -1 page 2. Completed Proposal Summary document. (Exhibit B) -1 page Puget Sound Energy Page 81 of 126

82 3. Completed Proposal Cost Summary document. (Exhibit C) -1 page 4. Section I - Executive Summary -1 page Your executive summary will provide highlights including: Project purpose Bidder experience with similar program types Brief overview of proposed project, services technology etc. Projected savings Section II - Company Profile No more than 5-pages Your company profile will include the following items: 1. Company Overview Company Name Address Contact name, title, phone, for this project Headquarters & number of branches Number of employees 2. History & Overview of Products and Services Provide a general description of the organization, background and experience in projects similar to your proposal. 3. Qualifications Provide a list of prior organizations, with a focus on local organizations, for which key management team members have worked if such organizations have provided services similar to those in the proposal, and specifically note any services provided to PSE or its predecessors. Provide bio of program sponsor and program manager (1 paragraph maximum per individual). 4. Market Differentiation Describe top 3 (or more) distinctions between your company and others performing a similar function. 5. Financial Qualification & Full Disclosure Provide form of business classification (i.e., sole proprietorship, partnership, or corporation) and Dun s number, if assigned. Quick ratio (current assets - current liabilities), Corporate Website address (including financial information) Identify pending litigation and the final resolution or present status of such matters. 6. References Puget Sound Energy Page 82 of 126

83 Provide three references from current customers for whom your company has provided similar programs in the last 3 years. (References will be contacted for short-listed bidders only.) References may also include customers for whom the respondent has provided services similar to those included in the proposal. Include: o Name of Reference Company o City/State o Type of Business o Describe relationship to bidder o Contact name/title o Contact phone & o Brief description of programs/services provided 7. Conflict of Interest Disclosure All bidders shall disclose in their proposal any and all relationships between themselves, the project and/or members of their project team and PSE, its employees, or its customers. Section III Proposed Program Details Your proposal(s) will include the following items: 1. Implementation Plan No more than 3 pages a) Implementation Team Identify all Subcontractors and their role(s), Licensing (if applicable) Identify any professional relationship with PSE customers If applicable, list and describe who is to install the measure (including any installation subcontractors) If applicable, list and describe who is responsible for commissioning and verification of installation and/or quality assurance inspection. b) Schedule (High Level Project Plan) Key tasks, milestones and benchmarks for the proposed project from the point a contract is awarded through project completion. Schedule Adherence: Indicate actions to be taken to ensure the schedule will be met. c) Top 3 Barriers to Implementation What are the top 3 concerns or barriers to implementing your project and how will these concerns be addressed? 2. Evaluation & Savings Verification Plan No more than 2 pages Evaluation and savings verification will be required. For all awarded contracts, final evaluation plans will be defined with, and approved by, the PSE Program Evaluation Group. As applicable, a summary of Evaluation and Savings Verification will include: Puget Sound Energy Page 83 of 126

84 a) Provide savings estimate and/or assumptions by showing all engineering calculations based upon PSE s service territory. This can be either a separate excel file with formulas in-tact (no hard entered numbers) or a narrative that shows how bidder determined savings estimate and/or assumptions specific to PSE s service territory. All saving sources must be reference sited. b) Provide method of product savings evaluation to be used and minimum number of customers required to validate savings estimates and/or assumptions by using chosen method. c) Recommend procedures to verify measure installation, quality assurance and energy savings. 3. Marketing Plan 1 page PSE reserves the right to coordinate and/or implement all marketing activities. Specific and final Marketing Plans will be defined with PSE during contract negotiations. This section will include: a) Recommended description of the marketing plan that will be used to recruit participants. b) Market potential and participant expectation; site all sources in determining. All market potential and participant expectations should be based upon PSE s service territory. c) Eligibility and how customers will be contacted and selected/rejected for participation. d) Defined marketing assistance the respondent expects PSE to provide. This may include customer lists, customer billing records, letters of introduction, or support by PSE s customer service representatives. 4. Customer Obligations, Customer Service Plan, and Cost No more than 2 pages This section will include: a. Details of all PSE customer obligations necessary for participation. Include any share of the cost of the installed measure, and other fees or costs for participation, estimates of customer's time involvement, use of customer premises, etc. b. Any and all written or implied warranties that will be provided to customers regarding quality of materials and installation. c. Process to track and report customer information to PSE. 5. Environmental Attributes & Non-Energy Benefits 1 page Environmental Attributes and Non-Energy Benefits associated with the project will accrue to the ownership and beneficial use of PSE. All proposals must state that all kwh, therm and/or carbon savings associated with the project(s) will accrue to the ownership and beneficial use of PSE. This section will include: a. Detail the disposal of waste to be removed from customer facilities as part of energy efficiency projects, including the disposal of toxic and Puget Sound Energy Page 84 of 126

85 contaminated waste. Describe any recycling strategies to be incorporated into disposing of removed materials from the project. b. Detail specific environmental aspects of the project, including any planned utilization of recycled materials in equipment supplied to the project. c. Identify any non-energy benefits that will be realized from program participation over time. These could include benefits associated with other utility savings, quality of life, carbon mitigation, and incidental benefits to businesses or customers. 6. Program Participation Data Reporting Requirements 1 page The timeliness, accuracy and reliability of data generated by PSE s energy efficiency programs are critical to each programs success. PSE claims energy savings that help PSE to reach its energy savings targets that are set each year with the WUTC. PSE has developed a set of guidelines below to help ensure that this data meets these needs. Please specify the data you will require of PSE in order for your proposed project to be successful. Include details regarding how data will be accessed and managed. Selected bidders must agree to the Program Participation Data Reporting Requirements found in Exhibit D. Explicitly state any exceptions that may be required for your proposal. 7. Customer Interactions Requirements 1 page PSE has developed a set of guidelines to maintain a high level of customer service and satisfaction at all times. Please identify a recommended customer interaction plan to PSE in order for your proposed project to be successful. Include details how this will be managed. Selected bidders must agree to the Customer Interaction Requirements found in Exhibit D. Explicitly state any exceptions that may be required for your proposal. Section IV- Doing Business with Puget Sound Energy (Exhibit D) Please review and take action if required on the documents in Exhibit D; these will be the governing documents in any contracts issued as a result of this RFP. 1. Agreement for Professional Services (Action Required) All Bidders must submit a statement saying you accept the Agreement or you must identify area(s) for discussion with suggested language modifications. Include the specific Section and Item number for clarity. The final contracting process will include this contract or modification thereof and Scope of Work and Budget attachments. (Select 1 response and provide detail if needed) i. My company has an existing Master Services Agreement with PSE. Puget Sound Energy Page 85 of 126

86 j. My company has reviewed and accepts this document. k. My company has reviewed and marked areas for discussion with suggested alternative language. (All bidders shall disclose any or all exceptions to PSE s professional services agreement). 2. Statement of Work and Budget Document (Information Only) Successful Bidders are required to work cooperatively with the appropriate project team in advance of contracting to finalize a thorough and detailed scope of work and itemized line item budget. Both documents of which will be based upon your RFP response. Additionally, you may be required to prepare additional supplemental program documents e.g. project plan. These items will be submitted to PSE Purchasing with the internal request for contract preparation/finalization and be included as attachments to the Agreement for final signature. 3. Insurance Requirements (Information Only) PSE requires insurance of all vendors doing business with our company. Successful Bidders shall disclose any or all exceptions to PSE s insurance requirements. If there are no exceptions, provide a statement to that effect. (Select 1 response and provide detail if needed). a. I accept PSE s insurance requirements. b. I have reviewed PSE s Certificate of Insurance (COI) requirement and offer the following comment(s). 4. Mutual Confidentiality Agreement (Information Only) Successful Bidders must sign the Confidentiality Agreement and include two signed originals to PSE with proposal submission. PSE will countersign the MCA and return one fully executed agreement to the respondent. 5. Co-Branding Guidelines (Information Only) Successful Bidders will outline how they plan to co-brand with PSE. PSE will review and approve all co-branding activities identified by vendors. PSE may require additional co-branding activities beyond what the vendor has identified in the RFP. Each program is unique and co-branding activities will be based specifically on how each vendor interacts with PSE customers. C. Bid Evaluation PSE will evaluate each proposal based upon the understanding of how the proposal meets the objective and satisfies the service requirements. Criteria include: How well does proposal diversify, support, complement and/or improve PSE portfolio Value to customer o Energy savings Puget Sound Energy Page 86 of 126

87 o Cost o Public and/or Non-energy benefits o Commitment to Quality Assurance Cost Reliability, quality and/or persistence of energy savings Supplier o Industry experience and reputation o Service qualifications o Financial strength o Local presence and/or capabilities Innovation of program/service PSE has the right to accept or reject any proposal for any reason. PSE may continue the evaluation analysis and additional due diligence throughout the evaluation and negotiation period based on multiple factors including but not limited to: clarification of your bid submittal, current market or financial information, direction from regulatory proceedings, or other guidance. At the completion of the evaluation, including any updated analyses, PSE will move forward with finalists from the short list on further discussions and, potentially, further negotiations of terms and conditions of a contract. Contracts are subject to regulatory consent. D. Post Proposal: Negotiations, Conditions and Awarding of Contract(s) 1. It is PSE s intent to negotiate both price and non-price factors during any post-proposal negotiations with a respondent whose proposal is selected to a short list. 2. It is also PSE s intent to include in ongoing analysis of a proposal any additional factors that may impact the total cost of a project until such time as PSE and respondent might execute a contract. 3. A contract, if any, would be based on the outcome of these continuing negotiations. PSE has no obligation to enter into a contract with any respondent to this RFP and may terminate or modify this RFP at any time without liability or obligation to any respondent. 4. This RFP shall not be construed as preventing PSE from entering into any agreement that it deems appropriate at any time before, during, or after this RFP process is complete. PSE reserves the right to negotiate only with those bidders and other parties who propose transactions that PSE believes, in its sole opinion, to have a reasonable likelihood of being executed substantially as proposed. Puget Sound Energy Page 87 of 126

88 5. PSE, with the mutual consent of the respondent, may elect to implement a proposal earlier than 1/1/ PSE reserves the right to issue subsequent RFPs for energy efficiency resources, including RFPs for specific, targeted energy efficiency programs. 7. PSE may make summary information regarding proposals available to the Conservation Resources Advisory Group (CRAG), as necessary to enable this group to carry out its planning and review responsibilities. CRAG members will be required to agree to keep proposal information confidential in order to have access to individual proposal information. 8. PSE may retain all information pertinent to this RFP process for a period of 7 years or until PSE concludes its next general electric and/or gas rate case, whichever is later. E. Supplemental Information 1. Washington Utility and Transportation Commission (WUTC) Funding for proposals under this RFP shall be provided by the Company's electric and gas ratepayers, through the Electric Conservation Service Rider (Electric Schedule 120) and Gas Conservation Service Rider (Gas Schedule 120) approved by the WUTC. Limited additional funding for residential electric efficiency programs is provided as part of the Conservation and Renewable Discount pursuant to power purchase arrangements with the Bonneville Power Administration. 2. Current CEM Conservation Programs Puget Sound Energy, Inc. (PSE) currently provides a variety of energy efficiency services to their retail electric and natural gas customers. These programs provide energy efficiency resources as part of PSE s resource portfolio, and are consistent and complimentary to PSE's Integrated Resource Plans which projects PSE 20 year gas and electric needs and includes conservation as a key resource element. PSE is committed to ensuring that all customers have access to programs by offering a mix of programs that make energy efficiency services available to all customer classes and that address most major end uses. 3. Project Funding Funding for proposals under this RFP shall be provided by PSE s gas & electric ratepayers, through the Electric & Natural Gas Conservation Service Rider approved by the WUTC. 4. Conservation Resource Advisory Group (CRAG) Puget Sound Energy Page 88 of 126

89 Key to the development of PSE's overall energy efficiency targets is the participation of PSE's Conservation Resource Advisory Group ("CRAG"). The CRAG s specific purpose is to work with PSE in the development of conservation plans, targets and budgets and includes ratepayer representatives as well as representatives of select energy efficiency policy organizations. PSE may consult with the CRAG as part of its process for analyzing proposals submitted in response to this RFP, although the Company retains the full responsibility for decision-making and selection of any successful proposals. Puget Sound Energy Page 89 of 126

90 Exhibits Exhibit A Exhibit B Exhibit C Exhibit D Proposal Cover Letter Proposal Summary Document Proposal Cost Summary Document Doing Business with Puget Sound Energy documents Mutual Confidentiality Agreement (MCA) Agreement for Professional Services (sample) Statement of Work Insurance Requirements Co-Branding Guidelines Program Participation Data Reporting Requirements Puget Sound Energy Page 90 of 126

91 Exhibits Exhibit A Proposal Cover Letter Your Cover Letter will include the following items: Name Address of the bidder RFP contact name, phone and Signature of a duly authorized officer or agent of the respondent submitting the proposal Bidder s authorized officer or agent shall certify in writing that: Proposal is genuine; not made in the interest of, or on behalf of, any undisclosed person, firm, or corporation; and is not submitted in conformity with any anti-competitive agreement or rules. Respondent has not directly or indirectly induced or solicited any other respondent to submit a false or sham proposal. The respondent has not solicited or induced any other person, firm, or corporation to refrain from proposing, or has not sought by collusion to obtain for himself/herself any advantage over any other respondent. No reassignment of proposals will occur during the evaluation or negotiation stage unless authorized by PSE and that in the event respondent and PSE negotiate and execute a contract based on respondent s proposal, the contract and obligations therein shall not be sold, transferred or assigned or pledged as security or collateral for any obligation without the prior written permission of PSE which permission shall not be unreasonably withheld. Any project lender who takes an assignment of the contract for security and exercises any rights under such agreements will be bound to perform such agreements to the same extent. Conflict of Interest: All bidders shall disclose in their proposal any and all relationships between themselves, the project and/or members of their project team and PSE, its employees, its customers, or members of PSE's Conservation Resource Advisory Group (CRAG). Validity, Deadlines and Regulatory Consent: All proposals shall specify the date through which the proposal is valid. Bidders should note that contracts might not be executed or obtained until near the end of PSE will seek regulatory consent to revisions of its energy efficiency tariffs consistent with the results of this RFP process, such consent to be in form and substance satisfactory to PSE in its sole discretion. It is preferred that bidder provides proposals that remain valid for a period that allows for negotiation of a contract. 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. Puget Sound Energy Page 91 of 126

92 Exhibits Exhibit B Proposal Summary Document Your proposal will include this document: Project Name: Bidder Organization: Primary Contact Information Name: Phone: Address: 1) General Bidder Questions a) What is the location of your office nearest to PSE service territory? i. If no office in PSE Service Territory, willing to establish locally based representative? b) Number of years in business providing proposed service/product? c) Is your product currently available to the market? i. If yes, how long has the product been available? d) Have you provided this service or product to other utilities? i. If yes, what other utilities? e) Do you have experience with measurement and verification of utility energy savings? 2) Program Information a) Target Customer Segment(s) Residential: Commercial: Retrofit: New Construction: b) Program End Use(s) Select one or more Heating Air Conditioning Water Heating Appliances Lighting Year Round Process (describe) Seasonal Process (describe) Other (describe) c) Type of Energy Efficiency measures to be installed: d) Total Participating Customers: e) Total Measures to be installed: Puget Sound Energy Page 92 of 126

93 Exhibits f) Total annualized Energy Savings for all installed Measures kwh Therms *SoS * Source of Savings: See item III.2: Evaluation and Savings Verification Plan in the Completing Your Proposal section. g) Total proposal dollars per Energy Savings $/kwh Saved $/Therm Saved Puget Sound Energy Page 93 of 126

94 Exhibits Exhibit C Proposal Cost Summary Document Your proposal will include this document: Respondent Direct Costs PSE Costs Proposed Measure Installation Costs Measure/Equipment Costs Labor Other Material Travel, Vehicles Project Management Labor Support Staff Labor Legal Travel Other (please specify) Rate ($/Unit) Unit (Hours, etc.) Proposal Total Program Implementation Costs Incentives $ (grants, rebates) Marketing/Advertising Customer Service & Complaint Resolution Tracking & Reporting Measurement and Verification (Evaluation) Other (please specify) TOTAL RESPONDENT COSTS Notes: Puget Sound Energy Page 94 of 126

95 Exhibits Exhibit D Doing Business with PSE Reference Documents 1. Agreement for Professional Services All Bidders must submit a statement saying you accept the Agreement or you must identify area(s) for discussion with suggested language modifications. Include the specific Section and Item number for clarity. MASTER SERVICES AGREEMENT N O. This Master Services Agreement ( Agreement ), dated as of, is entered into by and between Puget Sound Energy, Inc. ( PSE ) and ( Consultant ). PSE and Consultant are collectively referred to as the Parties. This Agreement is valid through. The Parties agree as follows: 5 SECTION 1. THE SERVICES 1.1 Consultant shall perform the services described in any Statement of Work mutually agreed to by the Parties that references this Agreement (each a Scope of Work or SOW ). All such services and other items furnished or required to be furnished, together with all other obligations performed or required to be performed, by Consultant under this Agreement are collectively referred to in this Agreement as the Services. 1.2 Except as otherwise specifically provided by PSE, Consultant shall be responsible for providing for itself, at its own expense, all goods and services necessary for Consultant to complete the Services, including but not limited to all labor, equipment, software, data, and other materials. 1.3 The Parties acknowledge that it is not always possible to list every task that must be performed as part of the Services. Unless specifically excluded, tasks that are reasonably necessary to complete the Services, but which might not be specifically listed in the SOW, shall be performed by Consultant as part of the Services without any increase in the compensation otherwise payable under this Agreement. 1.4 All SOWs related to this Agreement are incorporated herein by reference and made a part hereof. In the event of any conflict between the terms of this Agreement and any SOW, this Agreement shall control. Notwithstanding the foregoing sentence, if a SOW by its terms expressly provides that certain provisions therein shall control over certain specified provisions in this Agreement, then to the extent such provisions in a SOW conflict with the specified provisions in this Agreement, the SOW shall control. Puget Sound Energy Page 95 of 126

96 Exhibits 6 SECTION 2. SCHEDULE 2.1 If a schedule for performance of any Services is specified, Consultant shall commence, perform and complete such Services in accordance with such schedule. 2.2 If a schedule for performance of any Services is not specified, Consultant shall commence such Services upon notice to proceed from PSE and shall thereafter diligently perform such Services to completion. 7 SECTION 3. COMPENSATION 3.1 Subject to the terms and conditions of this Agreement, PSE shall pay Consultant the compensation described in the applicable SOW as full compensation for the satisfactory performance of the Services. 3.2 Unless otherwise provided for in the applicable SOW, Consultant shall submit to PSE, within thirty (30) days after the end of each calendar month, Consultant s invoice for the compensation payable under this Agreement for the Services performed during such month. Each of Consultant s invoices shall set forth a detailed description of the Services performed during the applicable month, the number of hours spent performing such Services, the dates on which such Services were performed, and a detailed itemization of any reimbursable costs and expenses incurred in connection with such Services. Consultant shall provide such receipts, documents, compensation segregations, time sheets, information and other items as PSE may reasonably request to verify the invoice. 3.3 Consultant shall place the number of this Agreement on all of its invoices. Consultant shall submit such invoices by mailing to PSE at its address for notices under this Agreement or such other address as PSE may specify in writing. PSE may change such address for invoices by giving Consultant written notice of the change. 3.4 Any sales, service, use, consumption or other similar taxes imposed upon the Services shall be separately disclosed and added to the amount of each invoice unless PSE provides Consultant with appropriate evidence of a tax exemption claimed for the relevant jurisdiction(s). In no event shall PSE be obligated to pay or reimburse Consultant for any taxes based on Consultant s net income, gross receipts or property, or for withholding and payroll taxes with respect to any wages or other compensation payable to Support (as defined below in Section 4.1). 3.5 PSE shall pay each of Consultant s invoices within thirty (30) days after PSE s receipt and verification thereof; provided, however, that if PSE disputes in good faith any portion of a valid invoice it may withhold payment in respect of such disputed amount, provided it pays the undisputed portion of the valid invoice within 30 days. PSE shall be entitled to set-off any amount due and payable to it Puget Sound Energy Page 96 of 126

97 Exhibits from and against amounts held to the credit of Consultant on any account, whether under this Agreement or otherwise. This is without prejudice to any other rights or remedies available to PSE under this Agreement or otherwise. 3.6 No payment by PSE shall constitute acceptance of, or a waiver of PSE's rights with respect to, any Services not in accordance with the terms of this Agreement or a SOW. 8 SECTION 4. PERFORMANCE BY CONSULTANT 4.1 Consultant shall not (by contract, operation of law or otherwise) delegate or subcontract performance of any Services to any third party not specifically identified in the applicable SOW without the prior written consent of PSE, which may be withheld in PSE s sole discretion. Any such delegation or subcontracting without PSE s prior written consent shall constitute a material default of this Agreement. At PSE s request, Consultant shall provide to PSE documentation related to a proposed subcontractor s qualifications to perform the Services. No delegation or subcontracting of performance of any of the Services, with or without PSE s prior written consent, shall relieve Consultant of its responsibility to perform the Services in accordance with this Agreement. Consultant shall be fully responsible for the performance, acts and omissions of Consultant s employees and subcontractors and any other person who performs Services on Consultant s behalf (collectively, the Support ). 4.2 Consultant shall at all times be an independent contractor and not an agent or representative of PSE with regard to performance of the Services. Consultant shall not represent that it is, nor hold itself out as, an agent or representative of PSE. In no event shall Consultant be authorized to enter into any agreement or undertaking for or on behalf of PSE. 4.3 Consultant shall perform the Services in a timely manner and in accordance with the applicable SOW and the standards of Consultant s profession. At the time of performance, Consultant shall be properly licensed, equipped, organized and financed to perform the Services in accordance with this Agreement. Subject to compliance with the requirements of this Agreement, Consultant shall perform the Services in accordance with its own methods. 4.4 Consultant shall fully cooperate with PSE and coordinate the Services with related work performed by PSE and others. If any Services depend upon the results of work performed by PSE or others, Consultant shall, prior to commencing such Services, notify PSE of any actual or apparent deficiencies or defects in such other work that render such other work unsuitable for performance of the Services. 4.5 Consultant shall not hire any employee of PSE to perform any of the Services. Consultant shall employ persons to perform the Services who are fully experienced and properly qualified. Consultant shall, if so requested by PSE, Puget Sound Energy Page 97 of 126

98 Exhibits remove from performance of the Services any person PSE determines to be incompetent, careless or otherwise objectionable. Without limitation of the foregoing, Consultant shall assign to perform the Services the personnel specifically listed in the SOW and shall not (for so long as they remain in Consultant s employ) reassign or remove any of them without the prior written consent of PSE. If any such personnel leave Consultant s employ or are reassigned or removed by Consultant, Consultant shall replace them with personnel approved by PSE. 4.6 Consultant shall promptly pay, and secure the discharge of any liens asserted by, all Support. Consultant shall furnish to PSE such releases of claims and other documents as may be requested by PSE to evidence such payment and discharge. 4.7 Consultant shall take all reasonable precautions to protect against any bodily injury (including death) or property damage that may occur in connection with the Services. Without limiting the generality of the foregoing, Consultant shall provide all required safety equipment, safe tools and a safe work place for all Support. 4.8 Acceptance of each of the Services ( Acceptance ) shall be determined in accordance with the procedure set forth in this Agreement and the applicable SOW. If no acceptance procedure is set forth therein, then Acceptance shall be deemed to have occurred ten (10) business days after Completion of the applicable Services if PSE has not otherwise notified Consultant that the Services are not approved. PSE shall not unreasonably withhold its Acceptance. If any Services are not Accepted, Consultant shall promptly re-perform the applicable Services and allow PSE another ten (10) business days to review. In order for Completion of the applicable Services to have occurred, Consultant must provide to PSE an acceptance form that conforms with the template PSE provides, and which will clearly identify the Services by name, the date of Completion (which shall be no earlier than the date the form is delivered to PSE), and include a space for comments and PSE s Acceptance signature. As full compensation for satisfactory performance of the applicable Services, where satisfactory means the Services have received Acceptance, PSE shall pay Consultant the applicable compensation described in the applicable SOW, including adjustment, if any, in accordance with this Agreement. The making of (or failure or delay in making) such Approval shall not relieve Consultant of responsibility for performance of the Services in accordance with this Agreement. 9 SECTION 5. COMPLIANCE WITH LAWS 5.1 Consultant and Support shall comply with all applicable laws, ordinances, rules, regulations, orders, licenses, permits and other requirements, now or hereafter in effect, of any governmental authority (including, but not limited to, such requirements as may be imposed upon PSE and applicable to the Services). Consultant shall furnish such documents as may be required to effect or Puget Sound Energy Page 98 of 126

99 Exhibits evidence such compliance. All laws, ordinances, rules, orders required to be incorporated in agreements of this character are incorporated in this Agreement by this reference. 5.2 The parties hereby incorporate 41 C.F.R (a) (7); 29 C.F.R. Part 471, Appendix A to Subpart A; 41 C.F.R (a) 11; and 41 C.F.R (a) 6, if applicable. 5.3 This contractor and subcontractor shall abide by the requirements of 41 C.F.R (a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected. 5.4 This contractor and subcontractor shall abide by the requirements of 41 C.F.R (a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. 5.5 Except as may be restricted by federal, state or local laws or regulations, PSE will grant Consultant access to PSE s premises or IT systems as necessary to perform the Services. Consultant acknowledges that certain portions of PSE s premises may have restricted access and require prior authorization or a PSE designated escort to allow Consultant access. If notified by PSE that access is restricted, Consultant shall comply with federal, state or local laws or regulations requiring background checks and drug and alcohol testing of employees prior to performing work at the project site. No work can begin until these requirements have been met. 5.6 PSE has entered into this agreement with Consultant based upon PSE's reasonable belief that Consultant, like PSE, adheres to the strictest of ethical standards. In connection therewith, Consultant has reviewed PSE's Corporate Ethics and Compliance Code at Consultant warrants that it and its Support will not, directly or indirectly, offer, promise, authorize or give anything of value to a government official, a political party, a candidate for political office or any other person connected to a government in any way, or authorize the giving of anything of value to a government official, a candidate for political office, or any other person connected to a government in any way, for the purposes of: (a) influencing an act or decision of that government official (including a decision not to act) in connection with PSE's business or in connection with Consultant's business with PSE; or (b) inducing such a person to use his or her influence to affect any government act or decision in connection with PSE's business or in connection with Consultant's business with PSE. Consultant further warrants that neither it nor any of its Support have offered or given, or will offer or give, any gifts or gratuities to PSE employees, agents or representatives for the purpose of securing this agreement Puget Sound Energy Page 99 of 126

100 Exhibits or securing favorable treatment under this agreement. In addition, Consultant will notify PSE immediately if any of its employees, officers or principals are officials or representatives of any government or are candidates for such government positions. Any breach of this provision by Consultant shall constitute a material breach of the Contract and shall immediately entitle PSE to terminate the Contract for cause. 10 SECTION 6. INSPECTION; EXAMINATION OF RECORDS 6.1 The Services shall at all times be subject to inspection by and with the approval of PSE, but the making of (or failure or delay in making) such inspection or approval shall not relieve Consultant of responsibility for performance of the Services in accordance with this Agreement, notwithstanding PSE s knowledge of defective or noncomplying performance, its substantiality, or the ease of its discovery. Consultant shall provide PSE sufficient, safe and proper facilities and equipment for such inspection and free access to such facilities. 6.2 Consultant shall promptly furnish PSE with such information related to the Services as may be requested by PSE. Until the expiration of three (3) years after final payment of the compensation payable under this Agreement, Consultant shall provide PSE access to (and PSE shall have the right to examine, audit and copy) all of Consultant s books, documents, papers and records that are related to the Services or this Agreement 11 SECTION 7. PROPERTY AND CONFIDENTIAL INFORMATION 7.1 PSE shall own all software, writings, information, and other property, whether tangible or intangible, created, made, developed, first reduced to practice or acquired by Consultant or any Support in connection with the Services (including, but not limited to, inventions, processes, methods, concepts, documents, drawings, specifications, calculations, maps, sketches, notes, reports, data, estimates, models, samples, completed Services and Services in progress) whether or not delivered to PSE. Consultant assigns to PSE, and shall require all Support to assign to PSE, any and all patent, copyright, trade secret and other intellectual property rights that Consultant or any Support may have in and to such items. Consultant has rights in such items pursuant to paragraph 7.3. Consultant shall take such action (including, but not limited to, the execution, acknowledgment and delivery of documents) as may be requested by PSE to effect, perfect or evidence PSE s ownership of such property. Consultant shall deliver such property (together with any property furnished by PSE or the cost of which is included in the compensation payable under this Agreement) to PSE upon request and in any event upon the completion, termination or cancellation of this Agreement. 7.2 If Consultant or any Support uses, provides, or incorporates into any deliverables any pre-existing items or other tangible or intangible materials of any nature that are not covered by paragraph 7.1, then PSE is hereby granted a worldwide, non- Puget Sound Energy Page 100 of 126

101 Exhibits exclusive, perpetual, irrevocable, royalty free, fully paid up, sublicensable right: (a) to make, use, copy, modify, and create derivative works of such items, and (b) to publicly perform or display, import, broadcast, transmit, distribute, license, or lend copies of such items (and derivative works thereof). 7.3 Except to the extent they contain PSE Confidential Information or PSE Information (as defined in Section 7.4 and 7.5 below), Consultant reserves a permanent, nonassignable, nonexclusive royalty-free license to use in its performance of services for others any items assigned to PSE in paragraph As used in this Agreement, Confidential Information means all information previously or subsequently received by Consultant in connection with this Agreement that is identified as being proprietary and/or confidential, or that, by the nature of the circumstances surrounding the disclosure, reasonably ought to be treated as proprietary and confidential. Confidential Information does not include information Consultant can prove (i) was or becomes generally available through no breach of an obligation of confidentiality; (ii) was already in the possession of Consultant at the time received in connection with this Agreement without any prior obligation of confidentiality; (iii) was lawfully obtained by Consultant from a third party without breach of an obligation of confidentially; or (iv) was required to be disclosed by applicable law. Consultant shall not disclose or use Confidential Information except as necessary to perform the Services. 7.5 PSE exclusively owns all PSE Information. PSE Information is any information about persons or entities that Consultant obtains in any manner from any source under this Agreement, which concerns prospective and existing customers or employees of PSE, or any third party PSE has a business relationship with. PSE Information includes, without limitation, names, addresses, telephone numbers, addresses, social security numbers, credit card numbers, call-detail information, purchase information, product and service usage information, account information, credit information and demographic information. Consultant (a) may collect, access, use, maintain and disclose PSE Information only for the specific purpose for which such PSE Information is collected, stored or processed by Consultant in order to perform the Services, and (b) shall not otherwise use or disclose PSE Information, whether or not it is publicly available. 7.6 Consultant shall immediately notify PSE of any actual, probable or reasonably suspected breach of security of Consultant s systems and of any other actual, probable or reasonably suspected unauthorized access to or acquisition, use, loss, destruction, compromise or disclosure of any Confidential Information of PSE, including without limitation any PSE Information (each, a Security Breach ). In any notification to PSE required under this paragraph, Consultant shall designate a single individual employed by Consultant who must be continuously available to PSE as a contact regarding Consultant s obligations under this paragraph. Consultant shall, at its own expense (a) assist PSE in investigating, remedying and taking any other action PSE deems necessary regarding any Security Breach and any dispute, inquiry or claim that concerns Puget Sound Energy Page 101 of 126

102 Exhibits the Security Breach; and (b) shall provide PSE with assurance satisfactory to PSE that such Security Breach or potential Security Breach will not recur. Unless prohibited by an applicable statute or court order, Consultant shall also notify PSE of any third-party legal process relating to any Security Breach, including, but not limited to, any legal process initiated by any governmental entity (foreign or domestic). 7.7 Upon termination of this Agreement, or upon the request of PSE, Consultant shall return, or at PSE s option destroy, any and all Confidential Information. Consultant shall certify in writing the completion of such return or destruction. The obligations of this paragraph shall survive termination of this Agreement. 7.8 Except as may be required by law, neither party to this Agreement shall, without the prior written consent of the other, make any news release or public announcement or place any advertisement stating that PSE and Consultant have contracted for the products or services specified in this Agreement or have entered into any business relationship. Use of any PSE name, trademark or service mark in any promotional materials of Consultant requires PSE s prior written approval, which is subject to the sole discretion of PSE to grant or withhold. In the event that PSE approves the use of its name, trademark, or service mark in any announcement, news release or promotional materials of Consultant, all of the contents shall be submitted to PSE s Corporate Communications Department for review prior to any publication by Consultant. 12 SECTION 8. RELEASE, INDEMNITY AND HOLD HARMLESS 8.1 Consultant releases and shall defend, indemnify and hold harmless PSE, its subsidiaries and affiliates, and each of their respective shareholders, directors, officers, employees, representatives and agents from and against any and all claims, costs, losses, liabilities, damages, fines, and expenses of any nature (including, without limitation, reasonable attorneys fees and costs) that arise out of or relate to, directly or indirectly, any actual or alleged: (a) (b) (c) (d) (e) fault, negligence, professional error or omission, strict liability or product liability of Consultant or any Support in connection with this Agreement; lien asserted by any Support or any supplier or vendor of Consultant upon any property of PSE in connection with this Agreement; infringement or misappropriation of any patent, copyright, trade secret, trademark or other intellectual property right by any deliverables or Services; act, error or omission of any Support that, if done by Consultant, would be a breach or default under this Agreement; or breach or default under this Agreement by Consultant. Puget Sound Energy Page 102 of 126

103 Exhibits 8.2 In connection with any action to enforce Consultant s obligations under this Section 8, Consultant waives any immunity, defense or protection under any workers compensation, industrial insurance or similar laws (including, but not limited to, the Washington Industrial Insurance Act, Title 51, of the Revised Code of Washington). 8.3 Consultant acknowledges that the foregoing provisions regarding indemnification and waiver are an important part of the consideration for PSE to enter into this Agreement, and that the foregoing waiver provision has been mutually negotiated. 13 SECTION 9. WORKERS COMPENSATION AND INSURANCE 9.1 With respect to all persons performing the Services, Consultant or its Support shall secure and maintain in effect at all times during performance of the Services coverage of insurance in accordance with the applicable laws relating to workers compensation and employer s liability insurance (including, but not limited to, the Washington Industrial Insurance Act and the laws of the jurisdiction in which any such person was hired), regardless of whether such coverage or insurance is mandatory or merely elective under the law. Consultant shall furnish to PSE such assurance and evidence of such coverage or insurance (such as copies of insurance policies and Certificates of Compliance issued by the Washington State Department of Labor and Industries) as PSE may request. 9.2 Consultant shall secure and maintain insurance with provisions, coverages and limits as specified in the attached certificate of insurance, endorsement and/or schedule of insurance requirements or, if none is attached, with such provisions, coverages and limits as PSE may from time to time specify to protect PSE, its successors and assigns, and the respective directors, officers, employees, and agents of PSE and its successors and assigns (collectively, the Owner Parties ) from any claims, losses, harm, costs, liabilities, damages and expenses (including, but not limited to, reasonable attorneys fees) that may arise out of any property damage, bodily injury (including death) or professional liability related to the Services. Upon PSE s request, Consultant shall furnish PSE with such additional assurance and evidence of such insurance (such as a certificate of insurance or copies of all insurance policies) as PSE may request. Within thirty (30) days after any renewal or any notice of termination, cancellation, expiration or alteration in any policy of insurance required under this Agreement, Consultant shall deliver to PSE a certificate of insurance acceptable to PSE with respect to any replacement policy. 9.3 All policies of insurance required under this Agreement shall: (a) be placed with such insurers and under such forms of policies as may be acceptable to PSE; Puget Sound Energy Page 103 of 126

104 Exhibits (b) (c) (d) (e) (f) with the exception of workers compensation, employer s liability and professional liability insurance, be endorsed to name the Owner Parties as additional insureds; be primary insurance with respect to the interests of the Owner Parties; any insurance or self-insurance maintained by any of Owner Parties shall be excess and non-contributory insurance with respect to the insurance required hereunder; with the exception of workers compensation, employer s liability and professional liability insurance, apply severally and not collectively to each insured against whom any claim is made or suit is brought, except that the inclusion of more than one insured shall not operate to increase the insurance company s limits of liability as set forth in the insurance policy; and provide that the policies shall not be canceled or their limits or coverage reduced or restricted without giving at least 30 days prior written notice to the Purchasing Department of Puget Sound Energy, Inc., PO Box 97034, (EST-07E) Bellevue, WA Consultant shall ensure that any policy of insurance that Consultant or any Support carry as insurance against property damage or against liability for property damage or bodily injury (including death) shall include a provision providing a waiver of the insurer s right to subrogation against each of the Owner Parties. To the extent permitted by its policies of insurance, Consultant hereby waives all rights of subrogation against each of the Owner Parties. 9.5 The requirements of this Agreement as to insurance and acceptability to PSE of insurers and insurance to be maintained by Consultant are not intended to and shall not in any way limit or qualify any other obligation of Consultant under this Agreement. 9.6 Consultant must report to PSE any OSHA recordable injuries that occur while performing work on behalf of PSE. A recordable injury includes any injury that results in treatment beyond first aid, restricted workdays, and/or lost workdays. Consultant will report its OSHA recordable injuries for the previous month by the 5th day of each month (e.g. all October OSHA recordable injuries are reported by November 5th). The first report will be due the 5th day of the month following commencement of the Services. Consultant shall use the form included with this Agreement when reporting the injuries. When completed, the form shall be sent to [email protected]. 14 SECTION 10. CHANGES 10.1 PSE may at any time, by written notice thereof to Consultant, make changes in Puget Sound Energy Page 104 of 126

105 Exhibits the Services within the general scope of this Agreement (including, but not limited to, additions to or deletions from any Services, suspension of performance and changes in the schedule and location of performance). If applicable, PSE and Consultant will follow the change process set forth in the SOW If any change under paragraph 10.1 causes an increase or decrease in the cost of or the time required for performance of the Services, an equitable adjustment in the compensation and schedule under this Agreement shall be made to reflect such increase or decrease, and this Agreement shall be modified in writing accordingly. Such equitable adjustment shall constitute full compensation to Consultant for such change. If any change under paragraph 10.1 results in a decrease in the Services to be performed, Consultant shall not be entitled to anticipated profit on Services not performed, and the loss of anticipated profit shall not affect the reduction in Consultant s total compensation resulting from such decrease. Further, Consultant shall not be entitled to any reallocation of cost, profit or overhead Notwithstanding any dispute or delay in arriving at a mutually acceptable equitable adjustment under paragraph 10.2, Consultant shall immediately proceed with performance of the Services as changed pursuant to paragraph 10.1 or pursuant to the SOW. If Consultant intends to assert a claim for equitable adjustment under paragraph 10.2, Consultant must, within fifteen (15) days after Consultant s receipt of any notice under paragraph 10.1 that does not set forth an acceptable adjustment, submit to PSE a written statement of the basis and nature of the adjustment claimed. Consultant shall not be entitled to any adjustment unless such written statement is submitted by Consultant to PSE within the applicable fifteen (15) day period. 15 SECTION 11. CORRECTION OF NONCOMPLIANCES 11.1 Consultant shall, at its expense, promptly and satisfactorily correct any Services found to be defective or not in compliance with the requirements of this Agreement If PSE directs Consultant to correct defective or noncomplying Services or to otherwise achieve compliance with this Agreement and Consultant thereafter fails to comply or indicates its inability or unwillingness to comply, then PSE may, upon ten (10) days advance written notice to Consultant of PSE s intention to do so, correct (or cause to be corrected) the defect or noncompliance or otherwise achieve compliance by the most expeditious means available to it (by contract or otherwise) and charge to or otherwise recover (e.g., by offset against compensation payable under this Agreement) from Consultant the cost thereof PSE s right to make corrections and otherwise achieve compliance and recover from Consultant the cost thereof is in addition to all other rights and remedies available to PSE under this Agreement or otherwise by law and shall in no event Puget Sound Energy Page 105 of 126

106 Exhibits be construed or interpreted as obligating PSE to make any correction of defective or noncomplying Services or to otherwise achieve compliance with this Agreement. Consultant s obligation to correct defective or noncomplying Services shall not in any way limit or qualify any other obligation of Consultant under this Agreement. Further, Consultant s obligations shall not be limited or qualified in any way because of any rights PSE has, or exercises, under this Section SECTION 12. TERMINATION 12.1 PSE may at any time, by written notice thereof to Consultant, terminate this Agreement as to all or any portion of the Services not then performed, whether or not Consultant is then in breach or default. Upon receipt of any such notice of termination, Consultant shall, except as otherwise directed by PSE, immediately stop performance of the Services to the extent specified in such notice and deliver to PSE any work in process or deliverables, regardless of their level of completion In the event of termination pursuant to paragraph 12.1, an equitable adjustment shall be made in the compensation payable to Consultant under this Agreement, provided that such compensation as so adjusted shall in no event exceed a percentage of the total compensation otherwise payable under this Agreement equal to the percentage of the Services satisfactorily completed at the time of termination. Further, Consultant shall not be entitled to any reallocation of cost, profit or overhead. Consultant shall not in any event be entitled to anticipated profit on Services not performed on account of such termination. Consultant shall use its best efforts to minimize the compensation payable under this Agreement in the event of such termination. 17 SECTION 13. MISCELLANEOUS 13.1 Any notice, request, designation, direction, statement or other communication under this Agreement shall be (i) in writing (ii) delivered to the intended recipient at the address, to the attention of, and in the manner specified in the applicable SOW and (iii) effective upon receipt. Either party may change its address specified in the applicable SOW by giving the other party notice of such change in accordance with this paragraph Consultant shall not (by contract, operation of law or otherwise) assign this Agreement or any right or interest in this Agreement without the prior written consent of PSE. For the purposes of the foregoing, any transfer of a controlling interest in Consultant (e.g., by a transfer of securities or otherwise) shall be deemed an assignment of this Agreement. Any assignment without PSE s prior written consent shall be voidable at PSE s option. No such assignment, with or without PSE s prior written consent, shall relieve Consultant from its responsibility to perform the Services in accordance with this Agreement. Subject to the foregoing restriction on assignment by Consultant, this Agreement shall be fully Puget Sound Energy Page 106 of 126

107 Exhibits binding upon, inure to the benefit of and be enforceable by the successors, assigns and legal representatives of the Parties PSE may engage an independent third party to conduct an information security audit of Consultant s systems from time to time, the costs and expenses of which shall be borne by PSE. If any such audit reveals a material vulnerability in Consultant s systems, PSE shall notify Consultant of such vulnerability and Consultant shall promptly correct each such vulnerability at its sole cost and expense. Consultant shall certify in writing to PSE that it has corrected all such vulnerabilities. If any audit performed under this paragraph reveals a material vulnerability in Consultant s systems, then Consultant shall bear (and if applicable, shall reimburse PSE for) all costs and expenses of such audit The failure of PSE to insist upon or enforce strict performance by Consultant of any of the provisions of this Agreement or to exercise any rights under this Agreement shall not be construed as a waiver or relinquishment to any extent of its right to assert or rely upon any such provisions or rights in that or any other instance; rather, the same shall be and remain in full force and effect The obligations of Consultant under Sections 6, 7, 8, 11, 12 and 13, and all provisions of this Agreement that may reasonably be interpreted or construed as surviving the completion, termination or cancellation of this Agreement, shall survive the completion, termination or cancellation of this Agreement The rights and remedies of PSE set forth in any provision of this Agreement are in addition to and do not in any way limit any other rights or remedies afforded to PSE by any other provision of this Agreement or by law This Agreement sets forth the entire agreement of the Parties, and supersedes any and all prior agreements with respect to the Services. No amendment or modification of any provision of this Agreement (other than changes pursuant to Section 10) shall be valid unless set forth in a written amendment to this Agreement signed by both Parties The invalidity or unenforceability of any provision of this Agreement shall not affect the other provisions hereof, and this Agreement shall be construed in all respects as if such invalid or unenforceable provisions were omitted. The headings of sections of this Agreement are for convenience of reference only and are not intended to restrict, affect or be of any weight in the interpretation or construction of the provisions of such sections Consultant shall not commence or prosecute any suit, proceeding or claim to enforce the provisions of this Agreement, to recover damages for breach or default under this Agreement, or otherwise arising under or by reason of this Agreement, other than in the state and federal courts sitting in King County, Washington. Consultant hereby irrevocably consents to the jurisdiction of the courts of the State of Washington with venue laid in King County, and of the U.S. Puget Sound Energy Page 107 of 126

108 Exhibits District Court for the Western Division District of Washington in Seattle, Washington This Agreement shall be interpreted, construed and enforced in all respects in accordance with the laws of the State of Washington without reference to any choice of law principles to the contrary This Agreement may be executed in one or more counterparts, each of which will be deemed an original, but all of which together will constitute one and the same instrument. --Signature page follows Puget Sound Energy Page 108 of 126

109 Exhibits Intending to be legally bound, PSE and Contractor have caused their duly authorized representatives to execute this Services Agreement in the space provided below. PSE: Puget Sound Energy, Inc. Contractor: By: Printed Name: Title: Date: By: Printed Name: Title: Date: Puget Sound Energy Page 109 of 126

110 Exhibits SCHEDULE A OSHA RECORDABLE INJURY REPORT Contractor Injury/Illness Name of Contractor: Date of Incident: Where Incident Occurred: Severity of Incident: (*Recordable/**Lost Time) Short Description of Incident: *Recordable Injury: Work-related injury that involved medical treatment beyond first aid, restricted workdays, and/or lost workdays. **Lost Time: One or more days away from work due to injury (not including day of injury). Puget Sound Energy Page 110 of 126

111 Exhibits 2. Statement of Work and Budget Document STATEMENT OF WORK PSE OUTLINE AGREEMENT No. This Statement of Work ( Statement of Work or SOW ), effective as of the date of the last signature below, is made pursuant to and shall be governed by the Terms and Conditions of the [governing agreement name and Number] dated as of [date], (the Agreement ), by and between [formal vendor name ( Consultant / Contractor ), and Puget Sound Energy, Inc. ( PSE ). This SOW shall be subject to all the Terms and Conditions set forth in the Agreement, except as may be specifically modified hereby with reference to the section of the Agreement modified. Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement. 1. DESCRIPTION OF WORK 2.1 Project Scope Under this Statement of Work Consultant shall perform the following Services: a. b. PSE will be responsible for the following activities in support of the Project: a. b. The Project schedule (e.g., Deliverable/milestone due dates) and specifications for Services and/or Deliverables shall be as identified herein or as otherwise mutually agreed and documented during the term of the Project. 2.2 Success Criteria The success of the Project will be determined based upon the following criteria (e.g., completion by a particular date, interoperability with specific systems, etc.): a. b. 2.3 Assumptions Successful completion of the Project may rely in part on the following: a. b. 2.4 Consultant Personnel All assigned Consultant resources shall be retained throughout the term of the Project (for so long as they remain in Consultant s employ); specific key individuals and/or roles are identified below. NERC-CIP certification is not required for Project resources. Role Name (or TBD) Office # Mobile # Puget Sound Energy Page 111 of 126

112 Exhibits The following describes the qualifications and responsibilities of each role named above: 2.5 Project Location Services will take place at PSE s offices in [city], Washington, or as otherwise agreed between the parties. Remote access to PSE s systems is not required. [IT Security Note: If the answer to ANY of the following questions is Yes, IT Security Contract Language may need to be included in the agreement and IT Security should be engaged in the review: 1. Does the proposed service require connectivity to PSE network, remotely or directly? 2. Does the proposed vendor view/maintain/host PSE owned data? 3. Does the vendor support PSE systems onsite?] 2.6 Project Timeline Estimated Project Start Estimated Project Completion Estimated Project Duration [OPTIONAL: A preliminary Project schedule is attached hereto and incorporated herein as Appendix 1.] 2. DELIVERABLES 2.1 Deliverables In addition to the Services specified in Section 2.1, Consultant shall provide the following Deliverables: a. b. 2.2 Deliverable Acceptance Process PSE will review and approve Project Deliverables. The Deliverable acceptance process will be as follows: When complete, Consultant shall submit final Deliverables and a copy of the Deliverable Acceptance Form (attached hereto as Exhibit A) to the PSE designee(s), who will conduct a review to determine the Deliverables conformance with the Project specifications. Upon completion of this review the PSE designee(s) will complete the Deliverable Acceptance Form indicating acceptance or rejection by PSE, and return it to Consultant. Puget Sound Energy Page 112 of 126

113 Exhibits If a Deliverable is neither accepted nor rejected within ten (10) business days, the Deliverable will be deemed to have been accepted by PSE without change or comment. PSE may also request an extension to the acceptance period, which will not be unreasonably withheld by Consultant unless it affects the Project schedule. If PSE rejects a Deliverable, PSE will provide Consultant with a written description of the reason for rejection on the Deliverable Acceptance Form. If the identified Deliverable discrepancies are mutually agreed to be within the Project specifications, Consultant shall rework the Deliverable at its sole cost as necessary to achieve its conformance with the specifications. If the discrepancies are mutually agreed to be outside the specifications, PSE shall either accept the Deliverable as-is or request a change order. If the parties cannot come to an agreement regarding the discrepancies, the issue shall be elevated to respective management teams to discuss the Deliverable and Project specifications in detail. 3. PRICING 3.1 Project Pricing Table [CHOOSE ONE:] Time & Materials Table Resource Type Duration (Weeks/Hours) Resource Cost/Hour Extended Total Estimated Expenses Grand Total (Not to Exceed) Time & Materials fees to be invoiced monthly at the conclusion of each month. Fixed Fee Table Deliverable Fixed Fee Total Estimated Expenses Grand Total (Fixed Fee) Fixed fees to be invoiced upon PSE s written acceptance of the applicable Deliverable, as specified in Section Payment Terms Payment terms shall be as specified in the Agreement. Consultant shall reference this SOW number on all invoices and correspondence related to this SOW. PSE Puget Sound Energy Page 113 of 126

114 Exhibits reserves the right to reject any invoice submitted greater than 90 days after the completion of the applicable Services or acceptance of the applicable Deliverable. 3.3 Expenses [CHOOSE ONE:] No Consultant expenses are authorized under this SOW. Reasonable pre-approved travel expenses in support of the Project may be invoiced monthly, with no-markup and submitted with receipt documentation. 4. PROJECT GOVERNANCE 3.4 Project Change Management Procedure In the event a change is identified that affects the scope, timeline, or cost of the Project, Consultant shall determine, at its expense, any schedule and cost adjustments and submit a change request to the PSE Project Contact for review. Approved changes will be executed by both parties as a change order to this Statement of Work, and will be updated in the Project Plan. Change requests will be logged, tracked, and reported in status reports and at meetings. 3.5 Criteria for Change The following identifies the criteria for change: If the requirements for the Deliverables exceed those stated herein, Consultant will issue a change request for the change in terms of costs, scope, and schedule, as applicable. A deviation of any item listed in the Assumptions section above may be the basis for a change request. 3.6 Project Communication; Engagement; Documentation Consultant shall provide prompt notice of any risk or issue that has the potential to jeopardize the Project s success, and shall participate as appropriate and requested in actions to mitigate the risk. Consultant shall perform cooperatively with any and all PSE resources or third parties with respect to the Project. Consultant will track status of all Project documentation including the Deliverable approval process and status. 5. CONTACT INFORMATION PSE Project Contract: Name: Role: Office: Mobile Phone: Consultant Project Contact: Name: Role: Office: Mobile Phone: Puget Sound Energy Page 114 of 126

115 Exhibits 6. AUTHORIZATION Intending to be legally bound, PSE and Consultant have caused their duly authorized representatives to execute this Statement of Work in the space provided below. PSE/Accepted and Agreed: Puget Sound Energy By: Printed Name: Title: Date: Consultant/Accepted and Agreed: By: Printed Name: Title: Date: Puget Sound Energy Page 115 of 126

116 Exhibits DELIVERABLE ACCEPTANCE FORM [Instructional Note: This blank template shall be used for those deliverables stated in the respective SOW]. By submission of this Deliverable Acceptance Form, Consultant: requests PSE s review of the below described Deliverables, which Consultant represents are complete, on time, and on budget in accordance with the Statement of Work (if Deliverables are not on time and on budget, details are provided in the Remarks section below, or in Consultant Project Manager s meeting notes attached hereto); requests the right to invoice for any associated payment(s), if applicable; and certifies that any subcontractors associated with these Deliverables have been paid or will be paid in accordance with the agreement between such subcontractor and Consultant. Name of Deliverable Version Accept/Reject Consultant Remarks: PSE Reviewer s Comments: Acceptance By signing this Deliverable Acceptance Form, you are authorizing [Consultant] ( Consultant ) to proceed with invoicing for the work accepted in this document for the work performed on SOW [Contract Number].This Deliverable Acceptance Form is issued and executed pursuant to the terms and conditions of the Statement of Work under which these Deliverables were created and the corresponding Agreement, by and between Puget Sound Energy, Inc. and [Consultant]. Date: Date: Name, Title [Consultant] Name, Title Puget Sound Energy, Inc. Puget Sound Energy Page 116 of 126

117 Exhibits 3. Insurance Requirements COI SAMPLE CONTRACTOR pdf Puget Sound Energy Page 117 of 126

118 Exhibits 4. Mutual Confidentiality Agreement (MCA) Agrmnt Confidentiality & Nondisclosure (Mutual) dotx Puget Sound Energy Page 118 of 126

119 Exhibits 5. Co-Branding with PSE Policy Statement: It is PSE s business policy to maintain a standardized customer-facing presentation/image while directly engaging with our residential, business and retail customers. PSE requires that all vendors under contract with PSE and working in customer-facing roles also maintain appropriate standardization. Each PSE energy efficiency program is unique and co-branding activities will be based specifically on how each vendor interacts with PSE customers. Some areas for co-branding include: Vendor Identification: Vendors will be provided PSE contractor badges. When interacting with PSE customers, these badges must be prominently displayed at all times. Business Cards: Contractor business cards must meet PSE contractor corporate standards. Clothing: PSE logo shall be prominently displayed on clothing worn at PSE customer sites. Vehicles: Vehicles driven by vendors to PSE customer sites must have PSE logo prominently displayed along with the vendor s logo or company name Stationary: All written communication to PSE customers shall have PSE logos or other identifiers Customer Displays/Events: Customer displays, event materials and marketing collateral shall have PSE logos and other PSE identifiers located on all material (table top displays, canopies, trade show displays, handouts, etc.) Puget Sound Energy Page 119 of 126

120 Exhibits 6. Program Participation Data Reporting Requirements Introduction The timeliness, accuracy and reliability of data generated by PSE s energy efficiency programs are critical to each program s success. For each efficiency measure that PSE helps deliver to its customers, PSE claims energy savings that help PSE to reach its energy savings targets that are set with each year with the WUTC. The data behind PSE energy efficiency programs becomes the foundation of PSE s savings claims and is subject to audit on an annual basis. PSE has developed a set of guidelines to help ensure that this data meets these needs. At the point of contract PSE and Vendor will develop a reporting addendum which shall specify the following terms and conditions: Reporting Deadline PSE must receive Measure data no later than the second business day each month. Measure data will be uploaded into the PSE energy efficiency system, Nexant s ienergy platform (Demand Side Management (DSM) Central). Once received PSE program staff will review the data for completeness and alignment with submitted invoices. Vendors may be required to resubmit data in the event that it is incomplete or does not align with submitted invoices. Reporting Content (Data File) Data Format Each data set (fields that will be determined by PSE) shall be contained in a specified file. A data set is defined as all (or specified number of) records delivered or reflective of a specified frequency (e.g. date range). Each file shall be delivered in one of the following file types: text file (.txt); comma-separated values (.csv); Microsoft Office Excel spreadsheet (.xls); other, to be determined at point of contract. Delivery Method Data files shall be uploaded to the PSE DSMC via the provided vendor portal. Unique login access will be granted for your firm. The upload process will examine the file to make sure that each record contains the required data fields. If the file contains data records without the required field information, the upload process will generate error messages to the Vendor to correct and reupload the data. Puget Sound Energy Page 120 of 126

121 Exhibits Data Contents PSE and Vendor shall develop a list of data fields that will be communicated via PSE DSMc on a monthly basis as part of this reporting requirement. The data field list will specify fields which are required for every record of data and those where null values will be accepted. In general, this data will indicate the identity of the PSE customer receiving the incentive, the location and date of installation, the product or measure installed and the incentive received by the customer. Note: A customer receiving multiple measures shall have one record for each type of measure and incentive received. Multiple measures will not be reported within the same record in the dataset. A sample list of data fields for a program is listed below: Customer First Name Last Name Location (where equipment was installed) Street Address City State Zip Code Account PSE Account # (12 digit) Measure Measure ID Measure Name Measure Quantity Measure Cost Installation Installation Date Contractor Name Incentive Incentive amount Incentive payment date In addition to these general data fields, each program will provide a specific list of data fields that vendors will be required to collect and provide to PSE as part of its Monthly Program Participation Reporting requirement. Point of Contact Vendor shall provide a point of contact who shall act as a resource for PSE specific to reporting requirements and specifications (Name, Phone Number, Puget Sound Energy Page 121 of 126

122 Exhibits Address). This contact should be well versed with the data and its delivery and should be available to respond issues and questions should they arise. Data Quality Program Participation data is subject to audit by PSE and its internal and external stakeholders. Program participation data collected by the Vendor and reported to PSE should be complete to the extent that data is provided in each field where data is required. Vendor is responsible that the data reported to PSE is as accurate as possible and delivered in a timely manner each month. Puget Sound Energy Page 122 of 126

123 Exhibits 7. Customer Interaction Requirements Current Standard PSE Contractor Language: Customer Services Contractor will at all times maintain a high level of Customer service and satisfaction during the term of this Agreement. Without limiting the generality of the foregoing, Contractor: (i) will respond to Customers within one (1) working day of an initial request and will keep appointments or contact Customers not less than 24 hours in advance of an appointment to reschedule; (ii) will provide all estimates to Customers free of cost; provide however, that if due to special circumstances Contractor will charge a site visit, proposal or other fee, such cost must be fully disclosed to Customers upon scheduling the initial visit with Customer; (iii) will clean up the work area to the same or better conditions after any installation or service, and will follow all state and local requirements to ensure proper recycling and/or disposal of debris or waste materials; (iv) will provide same day customer contact to respond to Customers relating to (as applicable) (i) the quality of any equipment sold, (ii) the quality of the installation service, (iii) the Customer s satisfaction with the services or with the equipment provided or (iv) scheduling repairs to the equipment installed by Contractor that does not comply with the warranty set forth in Section 1(f). With respect to such repairs, Contractor will use its best efforts to perform all repair work at the earliest opportunity during its normal work schedule (but in any event, no later than ten (10) calendar days after contacted by Customer) and at no additional charge to the Customer; provided, however, that if a repair is necessary to provide Customer with hot water, heat, or if Customer s health or safety is impaired, Contractor will perform the repair within 24 hours. (v) will immediately take all necessary safety precautions and appropriate actions to remedy any unsafe condition related to the equipment or worksite; (vi) will not mislead Customers or engage in any unfair or deceptive trade practice. Additions for Team Consideration: Marketing Development and Implementation Plan Contractor will provide outbound call assistance to PSE to acquire eligible customers and promote general program awareness. A mutually agreed upon scope will be developed PSE Program Marketing Contractor will provide PSE customers marketing brochures about other PSE programs that will give participating customers information about other services that PSE offers including scheduling instructions. Actual scheduling and sales will Puget Sound Energy Page 123 of 126

124 Exhibits be handled by PSE and registered Contractors for those other programs. PSE will provide Contractor with marketing brochures to hand out to PSE customers. 1. Potential paperless e-billing Call Center Contractor has an established customer call center that will be responsible for participant scheduling and confirmation of service, instructing customers on preparing their home for service appointment, program questions and the timely resolution of customer service issues. PSE will develop an approved script with contractor. Call Answering Contractor will provide a toll-free number dedicated to customer information and enrollment. Calls for service will are directed into Contractor s call center and go into a queue to be taken by the next available representative. A recording will play after regular business hours informing customers to leave a message for a return call during business hours. Metrics Contractor will answer all calls coming into the call center at a minimum rate of 80% within 30 seconds. The call abandonment rate should be 5% or less. These metrics will be required for both English and Spanish calls. Hours Contractor s call center will operate between the hours of 5:00 a.m. 8:00 p.m. Monday through Friday and 7:00 a.m. 6:00 p.m. Saturday Pacific Time. Afterhours callers are directed to a voice mail system to leave a message for next business day follow-up. These hours are subject to change upon mutual agreement by Contractor and PSE. Unanswered calls are directed to a voic box for next business day follow-up. Automation Capabilities Contractor will maintain full automation capabilities for scheduling callers, hold messaging, multi-caller routing, voice mail, and call reports with statistics. Each workstation will be equipped with a computer allowing access to the customer database. Call Monitoring Contractor will allow PSE to monitor calls to ensure Contractor is adhering to corporate standards. These calls may be listened to live (live calls can be listened to only at the call center location). Contractor will also silently monitor calls on a regular basis and address any performance issues. Puget Sound Energy Page 124 of 126

125 Exhibits Correspondence Contractor will handle customer correspondence related to the program whether it is or hard copy, with prior consent and approval from PSE. Emergency Plan Contractor will maintain a backup plan for the call center and direct toll-free numbers and will redirect calls according to the plan during emergency situations. Confirmation Call Contractor will provide customers a confirmation phone call and reminder of their appointment. Resolving Conflicts Contractor customer service employees will be empowered to resolve customer conflicts, thus keeping customer dissatisfaction to a minimum (and minimizing call transfers). Training All Contractor customer service representatives will be trained on the program, including an overview of the program, an in-depth understanding of answers to commonly asked questions, and a marketing calendar that will be updated as needed. Responsibilities Contractor s call center agents are responsible for providing customers with accurate program information, verifying customer eligibility, scheduling appointments, completing outbound calls to gather or relay information, and performing all duties in a courteous, accurate and timely manner. Meetings PSE will communicate and collaborate on a regular basis to review program performance and address day-to-day challenges. Contractor will hold weekly meetings with PSE to ensure all issues are identified and resolved quickly and effectively. In this meeting; performance, marketing, compliments, complaints, and progress to goal will be discussed, in addition to other topics as needed. Website: Contractor operates a website Contractor will leverage this capability for the PSE program such that customers will be able to book an appointment date directly, or gain access to toll-free 800 phone number to make program inquiries. Note that customers can choose to utilize the website in either English or Spanish. Contractor will provide PSE ability to review and perform minor customization of the web enrollment pages established for PSE. Puget Sound Energy Page 125 of 126

126 Exhibits Field Performance: All field personnel will carry cell phones, and will be dressed to convey a professional image that is branded as XYZ. Customers will be called by Contractor call center staff members either 1 or 2 days ahead to confirm appointments. Customers will be called by crew members approximately 30 minutes ahead of the crew s expected arrival time as a final reminder (and/or if traffic/weather conditions will affect arrival times relative to the appointment time window). Note: the crew will go to the pickup site even if there is no answer to this particular reminder call, since it is Contractor s experience that many customers 1) arrive just ahead of crews and/or 2) have caller ID telephone functions, and do not pick up calls from phone numbers that are not recognized. At the customer site, the crew member(s) initially will display badge identification to the customer. Note: if damage occurs, the damage is noted, the crew person calls a supervisor in front of the customer, and the supervisor speaks directly to the customer; the issue is then resolved within 48 hours. If the customer is not home, a door tag will be left with the driver s name, mobile phone number, and the 800 number so the customer can reschedule. If the customer calls the driver and the truck is still in the area, the truck will return the same day to complete the appointment. Customer is always thanked for being a PSE customer and a PSE leave behind kit is left as a final thank you. Puget Sound Energy Page 126 of 126