2024 Independent Evaluator Request for Proposals

 

SDG&E is issuing this Request for Proposals (RFP) to solicit qualified parties to form SDG&E’s pool of Independent Evaluators (IE) for 2025-2027. By responding, Respondents are bound by the terms of this RFP.

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

RFP Communication

SDG&E will accept questions about technical, scope-related, commercial, or logistical issues related to this RFP via Power Advocate Sourcing Messaging only.  Questions submitted after the deadline supplied in the RFP Schedule will not be answered.  To ensure consistency and maintain fairness, responses will be posted to the Power Advocate Sourcing website with the question and the answer below it to be viewed by all Bidders.  Originators of the questions will remain anonymous.  Respondents are encouraged to check this RFP Website and PowerAdvocate® website periodically for updates, notices, and postings.

Solicitation Documents

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Schedule A- RFP 2024 Independent Evaluator
Schedule A- RFP 2024 Independent Evaluator

Required Forms

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

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Schedule B – Independent Evaluator Questionnaire
Schedule B – Independent Evaluator Questionnaire
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Schedule C – Scope of Work
Schedule C – Scope of Work
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Schedule D – Pricing Workbook
Schedule D – Pricing Workbook
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Schedule E – DBE Subcontracting Goal and Reporting Schedule & Plan
Schedule E – DBE Subcontracting Goal and Reporting Schedule & Plan
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Schedule F – Acknowledgement of Confidentiality Form
Schedule F – Acknowledgement of Confidentiality Form
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Schedule H – General Terms & Conditions Template
Schedule H – General Terms & Conditions Template
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Schedule I - Information Security Requirements
Schedule I - Information Security Requirements

These files are available via the links above and on the PowerAdvocate® website (note: the PowerAdvocate® website will be the only means to submit the required files and prospective respondents should register on PowerAdvocate® to receive a username and password).

RFP Schedule

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

No

Item

Date

1

IE Request for Proposals Issued

June 28, 2024

2

DEADLINE TO REGISTER

Participants are required to register for the RFP on PowerAdvocate®

July 5, 2024

12 PM

Pacific Prevailing Time

3

DEADLINE TO SUBMIT QUESTIONS

Question submittal cut-off date.  Answers to all questions will be posted on the website no later than July 16, 2024

July 12, 2024

12 PM

Pacific Prevailing Time

4

CLOSING DATE:

Offers must be uploaded to and received by PowerAdvocate® no later than 12:00 PM

(Pacific Prevailing Time)

July 19, 2024

12 PM

Pacific Prevailing Time

5

SDG&E Begins Bid Evaluation Process

July 22, 2024

6

SDG&E provide shortlisted recommendation to the PRG (via e-mail)

July 29, 2024

7

PRG interviews respondents identified in step 6

August 5-9, 2024

8

PRG provides recommendation of final IE selection to SDG&E

August 16, 2024

9

AWARD NOTIFICATIONS

SDG&E notifies final selected IEs

August 21, 2024

10 Begin contract negotiations with final selected IEs August 22, 2024
11 Send appreciation notices to unsuccessful respondents August 26, 2024
12 Send request to ED for approval of SDG&E's IE pool for 2025-2027 August 26, 2024
13 Receive ED approval Within 4 Weeks
14 Execute Contracts October 31, 2024

RFP Announcements

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

Submitting Offers

Any party interested in submitting an Offer must register and receive access to the 2024 IE RFP event on PowerAdvocate® in order to submit an Offer. All Offers must be uploaded to the PowerAdvocate® no later than 12:00 p.m., Pacific Prevailing Time, on the CLOSING DATE (see RFP Schedule).  If Respondents encounter technical difficulties with the uploading process please contact PowerAdvocate Technical Support at 857-453-5800 or [email protected]. If you continue to have issues, you should provide evidence of such difficulties (e.g. a screen shot of the error message) and email the bid to:

The RFP mailbox: [email protected]

Emails shall be received by 12:00 p.m., Pacific Prevailing Time, on the Closing Date. Costs for participating and preparing bids shall be borne solely by the participants and not by SDG&E.

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

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

The RFP and all subsequent revisions and documents are available for download from the RFP Website (http://www.sdge.com/procurement/2024IERFP) and the 2024 IE RFP event on the PowerAdvocate® website. Potential Respondents are responsible for monitoring the RFP Website and PowerAdvocate® for subsequent updates, notices and postings.

The 2024 IE RFP event on the PowerAdvocate® website contains all required RFP forms and the RFP document. Respondents who intend to bid but do not yet have an existing account with PowerAdvocate® must first register to create a username/password in order to receive access to the event. See below for instructions to login/register:

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

Logging In to PowerAdvocate

You can access the PowerAdvocate platform via a web browser.

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

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

  1. Click Login

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

  1. Enter your account User Name and Password.

Both are case-sensitive.

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

  1. Click Login.

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

Are you registering for a specific Event: Yes

Who referred you to this Event: [email protected]

Name of the Individual’s Company: San Diego Gas & Electric (SDG&E)

Name or description of the Event 220330: 2024 REQUEST FOR PROPOSALS INDEPENDENT EVALUATORS  

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

 https://www.poweradvocate.com/pR.do?okey=220330&pubEvent=true

The RFP website contains RFP forms and documents, and the RFP schedule.  All questions or other communications regarding this RFP must be submitted via PowerAdvocate® or email provided above by the DEADLINE TO SUBMIT QUESTIONS as specified in the RFP Schedule.