SDG&E 2014 All-Source Request for Offers Seeking Energy Efficiency (EE) Power Purchase Program Agreements

Description of the RFO

In accordance with Decision (D.)14-03-004 – Decision Authorizing Long-Term Procurement for Local Capacity Requirements due to Permanent Retirement of the San Onofre Nuclear Generation Station (the “Track 4 Decision”) approved on March 13, 2014, San Diego Gas and Electric (“SDG&E”) is issuing its 2014 Energy Efficiency  (“EE”) Request for Offers (“RFO”) to solicit bids (“Bids”) for energy efficiency program design and implementation approaches for innovative program(s) under SDG&E’s administration which meet the targeted objectives described in this RFO. The same Decision, Ordering Paragraph 2, the Commission authorized SDG&E to procure up to 800 MW of local capacity from preferred resources (at least 25 MW of which will come from energy storage) consistent with the Loading Order of the Energy Action Plan. 

For EE resources, the offered resource must provide for incremental Local Capacity Requirements (LCR) capacity (MW)/ energy savings (MWh) to SDG&E’s existing 2013-2014 EE portfolio and proposed 2015 EE portfolio and the going forward CAISO and CEC assumptions.

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

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

Solicitation Documents

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

Required Forms and Documents

  1. Offer Form – please submit one per project (xls). Credit Offer Form – Both the offer form and the credit offer form should be completed.

    Note:  Respondents must include in their Offer Form proposed pricing and if multiple pricing or capacity or other options are contemplated, multiple offer forms should be submitted. 

  2. Project Description Form (doc) – Please submit one per program.
  3. Credit Application – please submit one per program (doc).

  4. Supplier Diversity Information (Optional) - Provide a copy of certification documents received from the Supplier Clearinghouse. An application can be made before submission of the offer and referenced in the offer.

  5. Proposed Program’s E3 Calculator – please provide a fully functional Excel Workbook (no pdfs or other screen shots) with all formulae unlocked, all worksheets included (not just the Output sheet), and no password protection.

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

  7. Redline forms of the Applicable Purchase Agreement (doc)

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

All offers must be uploaded to the RFO Website no later than 1 PM, Pacific Prevailing Time, on the CLOSING DATE (see RFO Schedule). The Program Description Form, Credit Application, DBE Subcontracting Form, and redline to the Model Agreement must be in Word or Word-compatible format (not in PDF).  The Offer Form and E3 Calculator must be in Excel or Excel-compatible format (not in PDF).

EE RFO Schedule

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





RFO Issued

September 5, 2014


Pre-Bid Conference / Bidder Outreach Events (Including E3 Training)

1) September 26, 2014
2) October 24, 2014
3) November 10, 2014 (EE, DR and Energy Storage)


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

December 1, 2014


Question submittal cut-off date.
Answers to all questions will be posted on the website no later than December 1, 2014.

November 14, 2014


Offers must be uploaded to and received by the RFO Website no later than 1:00 PM Pacific Prevailing Time on January 5, 2015.

January 5, 2015


SDG&E Begins Bid Evaluation Process

January 6, 2015


SDG&E notifies Shortlisted Bidders

June 5, 2015


Letter due from Shortlisted Bidders indicating:

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

+10 Days
after Shortlist Notification


SDG&E issues appreciation notices to unsuccessful Respondents

+3 week
after Shortlisted Bidders accept/withdraw


SDG&E commences with Agreement negotiations

+11 Days after Shortlist Notification


SDG&E submits agreements to CPUC for approval

Q1 2016


Program Implementation Start (pending CPUC Approval)

2017 / 2018


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


RFO Communication

The RFO and all subsequent revisions and documents are available for download from the RFO Website ( and the 2014 Local Capacity Requirement Energy Efficiency Resources RFO event on the PowerAdvocate® website.  Potential Respondents are responsible for monitoring the RFO Website and PowerAdvocate® for subsequent updates, notices and postings.

All questions or other communications regarding this RFO must be submitted via email to by the DEADLINE TO SUBMIT QUESTIONS as specified in Section 3 RFO Schedule.  SDG&E will not accept questions or comments in any other form. All questions and answers will be posted on this website anonymously. SDG&E will not accept questions or comments in any other form, except during the pre-bid conference. Respondents are encouraged to check this RFO Website periodically for updates, notices, and postings. 

EE Questions and Answers

Outreach Event/Pre-Bid Conference

SDG&E will host three bidder outreach events.  The first event is scheduled for September 26, 2014 which will be an in-person event (with dial-in / webinar available for those that cannot attend in-person).  The second event will be a conference call / webinar only and is scheduled for October 24th.  The third event will focus primarily on the demand response, energy efficiency and energy storage product types will be in-person (conference call / webinar available) and is scheduled for November 10th.  

Participation in these events is NOT mandatory in order to submit an offer.

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

Any party interested in attending this pre-bid conference should email the following information to

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

RFO Announcements

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

Register to Submit Offers

Any party interested in submitting an offer must register to receive access to the 2014 Local Capacity Requirement RFO Energy Efficiency Resources event on PowerAdvocate® in order to submit an offer. To register, Respondents must follow the instructions outlined in Section 2 RFO Website and Communications. All offers must be uploaded to the PowerAdvocate® no later than 1:00 p.m., Pacific Prevailing Time, on January 5, 2015 (Closing Date).  If Respondents encounter technical difficulties with the uploading process, they should provide evidence of such difficulties (e.g. a screen shot of the error message) and email the bid to:

The RFO mailbox:

Carbon Copy (CC) to:  and

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